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Program Schedule
Below is the program schedule for ACC's 2011 Annual Meeting. You can search for
keywords or sort by track using the search options below. You can also view each
session's description by clicking on individual session titles or clicking "View
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Denotes that this session may be eligible for ethics credit.
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Denotes that this session is presented in cooperation with a Gold Level sponsor.
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Denotes that this session covers basic information essential to the in-house attorney.
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7:30 AM
- 9:00 AM
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Breakfast & Program: So You Want to Teach Law School! |
- Sold Out
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Space is limited. CLE/CPD credit not available.
Interested in teaching law school? Attend this informal morning session to learn from some of your fellow ACC members who are currently teaching about the in-house practice at their local law school. The conversation will touch on getting a course approved, developing course materials, the resources available to help you get started, and other tips. Join this interactive discussion over breakfast with Danette Wineberg, Fred Krebs and John Villa.
Speakers:
Frederick Krebs
Senior Advisor
ACC & Clearspire LLC
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John Villa
Partner
Williams & Connolly LLP
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Danette Wineberg
Former Vice President, General Counsel
The Timberland Company
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8:00 AM
- 9:00 AM
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A special thank you to Bloomberg Law for sponsoring this breakfast.
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9:00 AM
- 10:30 AM
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Track: Driving Change
100 - |
ACC Chair's Choice- Charting the Way Forward: The Growing Influence of the In-house Bar |
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Haven taken center stage in the global legal profession over the past three decades, the in-house bar confronts a wide array of challenges, from archaic rules governing their right to practice to the growing lack of privilege protection around the world to prosecutors and regulators targeting in-house counsel for the alleged misconduct of their clients. These pressures, coupled with the ethical rules' inability to keep up with the modern realities of legal practice, require the members of the in-house profession to stand together with one voice to advance the unique perspective they share in jurisdictions across the world. After reviewing current ACC advocacy priorities and activities, this panel will lead an interactive discussion about what ACC and its members can do to educate regulators, the judiciary and our other stakeholders about the increasing influence of the in-house bar.
Speakers:
Jonathan Oviatt
Chief Legal Officer and Corporate Secretary
Mayo Clinic
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Danette Wineberg
Former Vice President, General Counsel
The Timberland Company
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Track: Compliance and Ethics
200 - |
Strategies for Keeping a Whistleblower Claim In-house |
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Presented in cooperation with AlixPartners, LLP
Skill Level:
Intermediate
The sharp increase in whistleblower claims has put companies and their in-house counsel on high alert. Deal with an issue before it escalates into a problem, and there is a good chance you’ll prevent further damage. Acquire prescriptive guidance on how you can take a proactive role in minimizing the risk that possible violations of securities laws are occurring undetected or that a whistleblower is prepared to contact the SEC.
Speakers:
Jay Cohen
SVP & Chief Compliance Officer
Assurant, Inc.
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Jay Cohen is senior vice president and chief compliance officer, at Assurant, a premiere provider of specialized insurance products and related services in North America and selected other markets.
He began his legal career as an assistant district attorney in Brooklyn, NY, and spent twenty years in New York City and state government. Prior to joining Assurant, he served in compliance leadership positions in the financial services, health-care and information services industries and also had his own compliance consulting practice.
Mr. Cohen earned his BA from The George Washington University and his JD from Yale Law School. He is a member of the New York State Bar, as well as a member of the editorial board of the Society for Corporate Compliance and Ethics. He is also a member of the executive committee, board of directors, of The George Washington University Alumni Association.
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Richard Grime
Partner, White Collar Defense and Corporate Investigations Practice
O'Melveny & Myers, LLP
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Richard W. Grime is a partner in the white collar defense and investigation’s practice in the Washington, D.C. office of O’Melveny & Myers LLP. He represents clients, both corporations and individuals, on a full range of white collar, securities enforcement, regulatory, and compliance matters. His work includes representing audit committees and boards conducting internal investigations with a particular focus on FCPA investigations and frequently advises companies on implementing FCPA compliance programs.
Mr. Grime is ranked as a nationwide "FCPA Expert" by Chambers USA 2011 and 2012 and Chambers Global 2012.
Before he joined O’Melveny, Mr. Grime spent over nine years in the Division of Enforcement at the U.S. Securities and Exchange Commission in Washington, D.C where he led many FCPA investigations.
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Susan Markel
Managing Director
AlixPartners, LLP
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Susan G. Markel is a managing director in the financial advisory services group of AlixPartners, LLP. Her practice focuses on corporate investigations, litigation support and white collar defense. She provides advice on, and has served as an expert on, matters related to accounting, financial reporting and auditors’ liability. She has a significant amount of Foreign Corrupt Practices Act experience including conducting reviews and assessments of a company’s internal controls and books and records, conducting investigations, and performing due diligence procedures. She also conducts internal investigations including those, which are prompted by whistleblower complaints.
Prior to joining AlixPartners, she was the chief accountant in the division of enforcement at the SEC. In this position, and in her total 15 year tenure at the SEC, she was responsible for conducting, supervising, and reviewing financial accounting and reporting investigations of the SEC. She was also an auditor for both public and non-public entities and is a frequent speaker nationally and internationally on financial reporting matters.
Ms. Markel received the SEC’s Andrew Barr Award in 2000 and the Distinguished Service Award in 2006. In addition to being recognized by the Commission, the Federal Bureau of Investigation also honored her for tireless assistance, expert advice, and keen insights in the Cendant securities fraud case.
Ms. Markel graduated with honors with a BS in accounting from the University of Akron. She is a CPA and a member of the American Institute of Certified Public Accountants.
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Sean McKessy
Chief of the SEC's Office of Whistleblower
Securities and Exchange Commission
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Brian Sumner
Counsel
Alcoa Inc.
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Brian T. Sumner is Ccunsel at Alcoa Inc., the world’s leading producer of primary aluminum, fabricated aluminum, and alumina. At Alcoa, he has responsibility for compliance matters, government investigations and related civil litigation, and corporate governance issues.
Prior to joining Alcoa, Mr. Sumner was associated with Fried, Frank, Harris, Shriver & Jacobson LLP. At Fried Frank, Mr. Sumner represented financial services companies, accounting firms, and those organizations’ leaders in government investigations. Mr. Sumner assisted clients in navigating investigations of alleged insider trading, market manipulation, accounting fraud, professional misconduct, and violations of the FCPA and other federal securities laws and regulations.
Mr. Sumner is actively involved in the American Bar Association. He is a Fellow of the ABA’s business law section and previously served as the publications and content director for the White-Collar Crime Committee, the publications director for the Federal Regulation of Securities Committee, and the publications director and newsletter editor for the Professional Responsibility Committee. Mr. Sumner also served on the drafting committee for the Federal Regulation of Securities Committee’s comment letter to the SEC regarding its proposed whistleblower rules.
Mr. Sumner received his JD cum laude and MA from Duke University, and his BA summa cum laude from Wake Forest University, where he was elected to Phi Beta Kappa. While at Duke, he served on the editorial board of the Duke Law Journal.
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Track: Contracts and Negotiations
300 - |
Drafting and Enforcing Restrictive Covenants around the World |
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Presented in cooperation with Sullivan & Worcester LLP
Skill Level:
Intermediate
Discover the elements and process of drafting and ensuring maximum enforcement of noncompetition, nonsolicitation, nondisclosure and assignment of inventions agreements for US-headquartered multinational organizations, with employees and service providers resident and performing services in multiple jurisdictions worldwide. Learn about the duration of the restrictive period (including post termination), the geographic scope, the definition of competitive business, adequacy of consideration and the need for additional compensation for validity, the applicability of the "blue pencil" doctrine, and choice of law and use of arbitration. You will receive a model Noncompetition, Nonsolicitation, Nondisclosure and Inventions Agreement, which was recently the subject of litigation in an international arbitration involving a multinational private company and a former senior member of the organization; in which the arbitrator wrote a lengthy decision finding in favor of the company.
Speakers:
Susan Barnard
Partner
Sullivan & Worcester LLP
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Susan M. Barnard is co-director of Sullivan & Worcester's corporate department and a member of the firm's management committee. Ms. Barnard represents public and private companies with respect to matters involving securities law, mergers and acquisitions and general corporate law. Ms. Barnard also represents sponsors and institutional investors in the formation of and investment in private investment funds for commercial timberland, commercial farmland and commercial real estate.
Ms. Barnard received a JD, cum laude, from Boston College Law School and a BA, magna cum laude and phi beta kappa, from Wheaton College.
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Diane Carman
Chief Corporate Counsel & Compliance Officer
Gamesa Technology Corporation, Inc.
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Diane Carman is chief corporate counsel and compliance officer for Gamesa Technology Corporation, Inc., a publicly traded company in the business of wind turbine manufacturing and wind farm development, with over 8,000 employees worldwide. In her role with Gamesa, she manages the corporate, labor, employment and immigration law, and compliance departments for North America, providing legal counsel, managing litigation, negotiating agreements, and ensuring Company regulatory and legal compliance.
Prior to joining Gamesa, Ms. Carman served as attorney for labor relations and talent negotiations for NBC/Universal in New York, and worked as in-house counsel for such companies as Lutron Electronics, NTERA, and QVC. She began her career as an associate with the international law firm of O’Melveny & Myers in its L&E group in NY.
Ms. Carman is on the ACC’s Delaware Valley Chapter (DELVACCA) board of directors, and has served as co-chair of its Employment and Labor Committee for the last three years. In addition, she has served on the board of dDrectors of, and as chapter counsel for, the National Television Academy (Mid-Atlantic Chapter), since 2002. She is a frequent lecturer on various employment, litigation, privacy and commercial law topics.
Ms. Carman received both her JD and BA (honors liberal arts and theatre) from Villanova University, and completed post graduate work in opera performance at the Esther Boyer College of Music at Temple University.
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Kathleen Lundy
General Counsel
Monitor Company Group Limited Partnership
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Kathleen P. Lundy is general counsel of Monitor Company Group Limited Partnership, a global management consulting firm based in Cambridge, MA. Ms. Lundy is responsible for overseeing all legal matters globally, leading the internal legal team and working closely with outside counsel. Her principal areas of focus are international compliance, partnership and employment matters, intellectual property and general corporate matters.
Prior to joining Monitor, Ms. Lundy was senior vice president, general counsel and secretary of LoJack Corporation, a global provider of stolen vehicle recovery technology, based in Canton, MA. Prior to LoJack, Ms. Lundy was the legal counsel for Dunkin' Brands, Inc. and was a corporate associate at Sullivan & Worcester, LLP.
Ms. Lundy received her AB in political science from the College of the Holy Cross and her JD from Notre Dame Law School.
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Laura Steinberg
Partner
Sullivan & Worcester LLP
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Laura Steinberg is a partner in the litigation department of Sullivan & Worcester LLP in the Boston office, and heads the firm's international dispute resolution group. Her practice consists of federal and state civil (commercial) litigation and arbitrations throughout the United States, with an emphasis on complex regulatory and fiduciary issues. She has extensive experience in disputes involving shareholder and investor rights and relationships; application of the business judgment rule; and fiduciary disclosures, compliance and enforcement issues (often in a securities law setting). She also counsels clients on how to minimize or avoid litigation exposure both contractually and through proactive conduct, and she frequently conducts internal investigations for non-management directors. Where litigation is necessary or unavoidable, she works with clients to identify and attain the desired objectives in light of any applicable budgetary constraints. Ms. Steinberg has arbitrated in many different forums, including the American Arbitration Association, the National Association of Securities Dealers, the New York Stock Exchange and specially tailored entities. She has extensive international arbitration experience and has arbitrated under the auspices of the International Chamber of Commerce, the Vienna Arbitration Centre, the London Court of International Arbitration, and the International Centre for Settlement of Investment Disputes.
Ms. Steinberg has been a board member for the Boston Chapter of the Lawyers Committee for Civil Rights under Law since 1999.
She is a magna cum laude graduate of Bryn Mawr College, was a special career Fellow at the University of California at Berkeley, and received her JD, cum laude, from Harvard Law School.
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Track: Corporate and Securities
400 - |
How to Negotiate a Settlement with the SEC |
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Presented in cooperation with Sutherland Asbill & Brennan LLP
Skill Level:
Intermediate
The Securities and Exchange Commission enforcement program promises to be more aggressive than in the past. What should your company do if it finds itself in the SEC's sights? Discover what happens behind closed doors during settlement negotiations with the SEC. Hypothetical scenarios and role-playing will facilitate a model face-to-face “negotiation” with the SEC, providing insight into negotiating the terms and the language of a settlement order, including penalties, charges, mitigation language, and whether employees are named as defendants or respondents. You will also witness mock “closed-door” conversations in which in-house and outside counsel huddle to determine what they are willing to accept and how to negotiate with the SEC. (At the end of the session, the speakers promise that no participants in the audience will be forced to pay a penalty to the SEC or be enjoined from any conduct.)
Speakers:
Deborah Heilizer
Partner
Sutherland Asbill & Brennan LLP
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Deborah Heilizer, a member of Sutherland’s Securities Enforcement, Litigation and Regulation Team, focuses her practice on accounting and financial issues, regulatory enforcement, and litigation involving the U.S. Securities and Exchange Commission (SEC), self-regulatory organizations and private litigants. She also represents public companies and regulated entities, including broker-dealers, investment advisers and individuals in a wide range of securities matters, including state and federal regulatory matters, disclosure issues and compliance matters.
Prior to joining the firm, Ms. Heilizer was in-house counsel at the retail brokerage division of a large financial institution, where she handled litigation and regulatory matters. For more than a decade, she also worked at the SEC’s Division of Enforcement conducting and supervising investigations involving potential violations of the federal securities laws.
Ms. Heilizer received her BA from University of Chicago and her JD, cum laude, from Northwestern University School of Law.
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Christopher Laia
Senior VP, Enterprise Compliance & Ethics
USAA
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Christopher P. Laia is senior vice president of enterprise compliance and ethics and is responsible for ensuring USAA sustains its commitment to the highest standards of ethics and business conduct, and continues to comply with all applicable laws and regulations.
Prior to this role, he was vice president and general counsel for the USAA financial advice and solutions group, which provides life insurance and annuities, mutual funds and brokerage and financial advisory services to USAA’s members. Prior to joining USAA, he served as general counsel for Brown Advisory, and the chief compliance officer and lead counsel to Deutsche Bank Alex Brown. He also worked at the United States Securities and Exchange Commission as a branch chief and staff attorney in the enforcement division.
Mr. Laia is a member of the New York Bar Association and the Society of Corporate Compliance & Ethics. He serves as a board member of AVANCE-San Antonio – a group that works with low income families and communities to promote better parenting developing stability in families; school readiness and literacy of children of all ages; and health and personal development promoting economic self-sufficiency.
Mr. Laia holds a BA in political science from the State University of New York at Stoney Brook, his JD from Willamette University College of Law in Salem, OR, and a LLM from Tulane University School of Law in New Orleans, LA. He holds the series 7, 9, 10 and 24 with the Financial Industry Regulatory Authority. He is also a Certified Compliance & Ethics Professional.
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Brian Rubin
Partner
Sutherland Asbill & Brennan LLP
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Brian Rubin, a member of Sutherland’s litigation practice group, represents broker-dealers, investment advisers, investment companies, public companies and individuals being examined, investigated and prosecuted by the U.S. Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), other self-regulatory organizations and states. He also conducts internal investigations, defends clients in litigation and arbitration, and provides regulatory and compliance counseling. Mr. Rubin has been named to The Best Lawyers in America in securities litigation and in securities regulation and selected as a Washington, D.C., Super Lawyer® in securities litigation.
Before joining Sutherland, Mr. Rubin was deputy chief counsel with the NASD’s enforcement department, where he managed attorneys and examiners in the Washington, D.C., home office and in the district offices. He received the prestigious Excellence in Service Award for outstanding commitment and superior performance in support of NASD, as well as the NASD President’s Award for outstanding performance and dedicated service. Previously, Mr. Rubin was senior counsel in the SEC’s division of enforcement.
Mr. Rubin currently serves on the board of advisors at the Securities and Exchange Commission Historical Society, the editorial board of the Journal of Securities Law, Regulation & Compliance, the editorial advisory board of practical compliance and risk management for the securities industry, and the editorial board of the Journal of Investment Compliance.
Mr. Rubin received his BS, cum laude from University of Pennsylvania and a joint JD and MA from Duke University.
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Peter Schneider
EVP, General Counsel, Corporate Secretary, and Chief Administrative Officer
Primerica, Inc.
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Peter W. Schneider is executive vice president, general counsel, corporate secretary and chief administrative officer of Primerica, Inc. He has responsibility for the office of the general counsel, which provides the company with legal counsel and covers the areas of litigation (claims/policyholder and non-claims), field legal support, unfair competition, field investigations, business counsel, government relations, compliance, field audit, human resources and other administrative support functions.
As outside counsel at the Atlanta law firm of Rogers & Hardin, he represented not only Primerica and Primerica Life, but also handled matters for Citigroup, Salomon Smith Barney, Shearson, Travelers, Citifinancial and National Benefit Life.
He worked at the law firm of Paul, Weiss, Rifkind, Wharton & Garrison as an associate and at the law firm of Rogers & Hardin, where he became a partner and a member of the firm’s management committee. Mr. Schneider serves on the boards of directors of the Georgia Chamber of Commerce, the Direct Selling Association (DSA), the Northwest North Carolina YMCA and the Carolina Center for Jewish Studies. He also co-chairs the American Council of Life Insurance’s Producer Licensing Task Force.
Mr. Schneider earned his BS (with highest honors) in political science and industrial relations and was a member of several academic honorary societies including Phi Beta Kappa. He earned his JD (with high honors) from the University of North Carolina at Chapel Hill and served as an editor of the North Carolina Law Review.
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Track: Employment and Labor
500 - |
Top 10 Issues to Consider before Resolving an Employment Dispute |
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Presented by the Employment & Labor committee and the Litigation committee
Skill Level:
Intermediate
Employment law disputes aren't assessed, handled, fought or settled in a vacuum. Unlike commercial claims, managers and employees generally know the plaintiff(s) and may have an emotional stake in the outcome. Settling an employment claim may hurt workplace morale, undermine a manager's authority or invite claims from co-workers who assume a big payout. On the other hand, a trial may embarrass managers or the organization, create a significant business distraction and increase the risk of future claims as private facts become public record. This session will highlight key considerations in deciding how to handle a range of employment disputes and include special discussion about whether and how to participate in the government agency processes, including fact-finding and agency mediation.
Speakers:
Michael Booden
Counsel
YMCA of Metro Chicago
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Michael R. Booden is senior litigation counsel with the YMCA of Metropolitan Chicago where he is accountable for providing advice and counsel to all levels of management with regard to labor & employment matters, managing litigation, intellectual property matters and negotiating complex commercial transactions. Mr. Booden previously served as assistant general counsel to Blue Cross Blue Shield of Illinois where he was responsible for negotiating, reviewing and drafting a wide range of complex commercial agreements, providing advice and counsel with regard to labor and employment matters, conducting investigations and was responsible for managing a multi-million dollar portfolio of litigation matters.
Mr. Booden has served as either first or second chair in over thirty trials in state and federal courts and before administrative judges. He has also authored several appellate briefs and represented clients before state and federal appellate tribunals. Upon graduating from The John Marshall Law School, Mr. Booden served as judicial law clerk to John J. Stamos, who formerly served on the Illinois Appellate Court and Illinois Supreme Court.
Mr. Booden is a past president of the ACC’s Chicago Chapter and a past chair of the ACC Litigation Committee.
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Peter Hughes
Shareholder
Ogletree Deakins
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Peter O. Hughes is a shareholder in Ogletree Deakins Nash Smoak & Stewart, P.C. (“Ogletree Deakins”), a national labor and employment firm with 41 offices around the country and more than 600 attorneys. Mr. Hughes is in the Morristown, NJ office.
Mr. Hughes concentrates his practice on the representation of management in labor, employment, and employee benefit matters. He has extensive litigation and trial experience in a wide variety of employment-related matters, including wage and hour, discrimination, whistleblower, and trade secret cases. He provides litigation avoidance strategies, including development and implementation of policies, workforce training, and crisis management. Mr. Hughes is listed in Best Lawyers in America in the area of labor and employment law, and has been recognized by Chambers and Partners as one of the top management-side labor and employment attorneys in the state of New Jersey.
Mr. Hughes received his BA from Franklin & Marshall College in Lancaster, PA, and his JD from the Seton Hall University School of Law. He has lectured widely on labor and employment law issues for such organizations as the Association of Corporate Counsel and the New Jersey Institute of Continuing Legal Education.
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Elizabeth Rader
Associate Counsel
The Cleveland Clinic Foundation
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Elizabeth (Betsy) Rader is senior counsel and executive director, contracts and employment, at the Cleveland Clinic, which is a $6 billion health care system with 42,000 employees. Her responsibilities include health care compliance issues, particularly HIPAA; employment law for both physicians and all other employees; enterprise-wide contracting; policies; record retention; and risk management.
Ms. Rader’s prior experience includes: senior vice president and general counsel of LOCUM medical group, director of CASA for Kids (a social service agency for abused children), and litigation associate at Squire, Sanders & Dempsey.
She is currently the president of the ACC’s Northeast Ohio Chapter, serves as a board member and the development chair of The Legal Aid Society of Cleveland, and participates in long distance charity bike rides.
Ms. Rader received her BA in classics, summa cum laude, from The Ohio State University, and her law degree from Yale Law School, where she was a Coker Fellow.
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David Stringer
Assistant General Counsel
The Progressive Group of Insurance Companies
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David M. Stringer is assistant general counsel in the corporate law department at Progressive, a property-casualty insurer with operations and employees in all 50 U.S. states and Australia. He focuses on employment and labor law matters, employee benefits law and corporate ethics for Progressive’s approximately 25,000 employees. He directs litigation, handles agency proceedings and consults on all aspects of HR strategy, including workplace policy-making and benefits plan design. Mr. Stringer also authored and launched Progressive’s code of business conduct and ethics and advises on internal employee investigations and corporate ethics questions. He is a member of the law department’s Recruiting Committee, is co-chair of its Diversity Committee and is on Progressive’s e-discovery working team.
Prior to joining Progressive, he practiced in the labor and employment and litigation departments at Ropes & Gray in Boston, MA.
An active ACC member, he currently serves as co-chair of Employment and Labor Law Committee’s Programs Sub-Committee and the ACC’s Northeast Ohio Chapter board of directors.
David is a graduate of Rutgers University (BA, economics and political science) and Harvard Law School.
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Track: International
600 - |
Practical Considerations for Establishing a Successful Business in China |
- Sold Out
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Presented by the International Legal Affairs committee
Skill Level:
Intermediate
Firms seeking access to the vast and growing Chinese marketplace often find it necessary to establish a business presence in China. To be successful, the right decisions must be made in determining how to do so. Discover the critical factors to consider in deciding whether and how to form a joint venture with a Chinese partner or to invest in a wholly-owned foreign entity, including issues arising from Chinese foreign ownership restrictions, as well as issues relating to technology transfers, protecting IP, leasing property, hiring staff, dealing with local governments and establishing banking relationships in China.
Speakers:
Andrea Charters
Associate General Counsel
Rosetta Stone
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Andrea L. Charters is a vice president and associate general counsel at Rosetta Stone, Inc., the leading language learning software-as-a-service provider. Her practice focuses on enterprise-driven legal work for international business operations in China, Korea, Japan and the United Kingdom and on U.S. securities law.
Ms. Charters was an adjunct professor at Washington University School of Law in St. Louis, where she taught international business transactions and trade, and is a frequent speaker on international business, data protection, intellectual property and securities law topics.
She is an honors graduate of Yale University and Harvard Law School.
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Audrey Chen
Partner
Jun He Law Offices (Lex Mundi)
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Ms. Audrey Chen is a partner of Jun He Law Offices. Ms. Chen joined Jun He and practices in the Beijing office. Ms. Chen specializes in foreign investment, banking and financing, M&A and general corporate work.
Ms. Chen has previously worked in the New York office of Jones Day Reavis & Pogue where she advised clients on investment projects in China as well as on international business transactions.
Ms. Chen has extensive experience in energy, mining, automobile, retail, real estate, technology and IP projects. She has advised on various aspects of, and negotiated complicated legal documents in connection with, such projects. She has also assisted many domestic and international clients from different industries in IPOs, venture capital financing and acquisitions. Ms. Chen’s clients include many major domestic corporations and Fortune 500 companies.
Ms. Chen received a BA from Beijing Shifan University, the LLM from Renmin University of China, and the LLM University of California at Berkeley, School of Law (Boalt Hall).
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Lee Cheng
General Counsel, VP of HR, and Corporate Secretary
Newegg
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Christian Na
Deputy General Counsel
Circor International, Inc.
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Track: Intellectual Property
900 - |
Hot Topics in IP – Epic Battles: Patent Wars, Trademark Throwdowns and Copyright Clashes – How Increasing Litigation Affects the Industry and Your Company |
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Presented by the Intellectual Property committee
Skill Level:
Intermediate
Attend this session for updates on developments in copyright, trademark and patent law.
Speakers:
Cynthia Beverage
Litigation Counsel
ST Ericsson
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Cynthia Lopez Beverage is director of litigation and licensing at ST-Ericsson, a joint venture between STMicroelectronics and Ericsson.
Prior to joining ST-Ericsson, she was in private practice at an international A-List firm where she engaged in the negotiation and drafting of technology licenses and the valuation of patent portfolios, and represented a wide range of clients in patent litigation matters before federal courts, the International Trade Commission, and the Court of Appeals for the Federal Circuit. Ms. Beverage served as a judicial clerk for the Honorable Randall R. Rader on the Court of Appeals for the Federal Circuit.
She obtained her law degree at the Southern Methodist University in Texas, and her Master of Laws degree in intellectual property law at The George Washington University Law School. Ms. Beverage has also served as a legal fellow working for the House Subcommittee on Courts, the Internet, and intellectual property, working on patent reform issues.
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Sheri Gates McGaughy
Vice President, Legal
The Weather Channel, LLC
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Sheri Gates McGaughy serves as the vice president, legal for The Weather Channel, LLC in Atlanta, GA. In her position, she oversees the legal work for all areas of The Weather Channel, including The Weather Channel® network and the weather.com® website. She also supervises the team that manages the company’s content. Ms. McGaughy has a strong legal and technical background, with expertise in interactive, mobile and network distribution transactions, technology transactions, data privacy, advertising, trademarks and domains, litigation management, social media, and user generated content.
Previously, she was assistant vice president and senior attorney at ChoicePoint Inc. where she had responsibility for the business unit that provided the majority of the company's revenue. Ms. McGaughy also handled complex litigation at a large national law firm, and clerked for Judge Joel F. Dubina on the United States Court of Appeals for the Eleventh Circuit.
She currently serves on the boards of directors for the ACC’s Atlanta Chapter, and the Southeast Chapter of Women in cable telecommunications. She is an alumna of the cable industry’s premier leadership program, the Betsy Magness Leadership Institute.
Ms. McGaughy earned her BBA degree in management science and information technology from The University of Georgia, where she graduated with high honors from its honors program. After working as a computer programmer, she returned to The University of Georgia where she earned her JD, cum laude, from the School of Law and served as a research editor on the Law Review.
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Joseph Petersen
Partner
Kilpatrick Townsend
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Joseph Petersen is a partner in the New York office of Kilpatrick Townsend & Stockton LLP. He focuses his practice in representing technology and digital media companies in the enforcement and protection of their copyrights and trademarks. In addition to his broad copyright and trademark litigation experience, Mr. Petersen possesses unique experience in federal court litigation establishing fee structures for the public performance of musical works. Beyond his litigation experience, Mr. Petersen also routinely counsels clients on the protection, enforcement and licensing of their intellectual property assets.
Mr. Petersen was recommended for his copyright expertise in the prestigious 2011 Legal 500 U.S. where Mr. Petersen was praised as “well regarded” for his knowledge of “cutting edge” copyright issues. Mr. Petersen was similarly praised in the 2008 Chambers USA: America's Leading Lawyers for Business for IP Trademark Copyright as being "well versed in copyright and trademark infringement claims, trade secret litigation and domain disputes."
Mr. Petersen received a BS from the University at Albany, State University of New York and is a graduate of Vanderbilt School of Law.
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Monica Winghart
EVP and General Counsel
Article One Partners
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Monica Winghart is executive vice president and general counsel for Article One Partners in Palo Alto, CA. As a member of the executive leadership team, she is responsible for oversight of all legal, risk management and compliance functions and is involved in corporate strategy, public policy, business development and a variety of other matters.
Previously, she was senior corporate counsel for The Clorox Company, where over her tenure she served as director of IP litigation, performed patent clearance and portfolio management, was lead counsel for three of the company's business units, and was a part of Clorox’s M&A, licensing and transactions teams. Earlier in her legal career, she was in private practice advising on IP litigation, patent and trademark prosecution, and licensing and technology acquisitions with large firms in Los Angeles and Atlanta. Before attending law school, she worked as an engineer with Procter & Gamble and was the principle in an engineering consulting firm.
Ms. Winghart currently serves as chair of the ACC's Intellectual Property Committee and is involved with several community service and pro bono projects in the San Francisco/Silicon Valley area.
Ms. Winghart earned her JD from Tulane Law School and received a BS in chemical engineering and a BS in pulp and paper technology from NC State University.
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Track: Litigation and Dispute Resolution
1000 - |
Response Required! Legal Holds for the Small and Large Enterprise |
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Presented by the Litigation committee and the Law Department Management committee
Skill Level:
Basic
In 2011, of 100 judicial opinions addressing e-discovery, 42 percent assigned sanctions (with the majority for preservation and spoliation issues). Learn how you can lead your company in integrating records and discovery through the use of technology to make managing and executing legal holds easier, while increasing compliance and decreasing costs – even for a small law department. Discover the importance of legal hold language and preservation techniques.
Speakers:
Murphy J. Burke III
Vice President & Assistant General Counsel - Litigation
Zurich Corporate Law
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Murphy J. Burke III is vice president and assistant general counsel for Zurich American Insurance Company, where, in addition to other responsibilities, he manages corporate litigation.
Prior to joining Zurich corporate law, he was a trial attorney, most recently with Zurich Staff Legal, and his practice areas included insurance defense, construction litigation and products liability litigation.
He is actively involved in Zurich's pro bono program.
Mr. Burke received a BBA from Loyola University, New Orleans, and a JD from the Tulane University of Louisiana. He has also completed the National Institute of Trial Advocacy Basic and Advanced Trial Programs.
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Dean Gonsowski
eDiscovery Counsel
Symantec Corporation
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As a former general counsel and assistant general counsel, Dean Gonsowski brings over fifteen years of e-discovery consulting and legal practice experience to his position as senior e-discovery counsel for Clearwell, now a part of Symantec. He is a member of The Sedona Conference Working Group on Electronic Document Retention and Production (WG1), the Electronic Discovery Reference Model (EDRM) and the Association of Corporate Counsel (ACC). He has contributed articles to a number of leading industry publications including Business Week, ACC Docket, ILTA Peer to Peer, Inside Counsel and the Legal Tech Newsletter. He has also been quoted in a number of leading publications, including the Financial Times, Forbes and MSNBC.
Prior to joining Clearwell/Symantec, Mr. Gonsowski held a variety of leadership positions with Daticon, Navigant Consulting, Inc. and Fios, Inc. where he assisted law firms such as Fish & Richardson, Cooley Godward, and Gibson, Dunn & Crutcher, as well as corporations including Qwest Communications, Alcatel, and Ford Motor Company solve complex electronic discovery and records management issues.
Mr. Gonsowski received his JD from the University of San Diego School of Law and his BS from the University of California, Santa Barbara.
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Daniel Lim
Vice President, Deputy General Counsel
Guidance Software, Inc.
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Daniel Lim is vice president and deputy general counsel for Guidance Software, Inc., a leading digital investigations software provider based on Pasadena, CA. Mr. Lim manages Guidance’s AGC team, which consults with corporate and government clients on e-discovery, privacy, and digital investigations. He and the AGC team provide support to Guidance on corporate strategy, sales, product development, marketing, and legal issues relating to the company’s software and services offerings. He speaks and publishes frequently on legal issues pertaining e-discovery, privacy, and security.
Mr. Lim joined Guidance Software as assistant general counsel. Prior to joining Guidance, he was an attorney in Jones Day’s Trial Practice group and part of the firm’s E-Discovery Committee. He also practiced litigation at McGlinchey Stafford, and Beck, Redden & Secrest. He served as a law clerk for the Honorable Vanessa Gilmore, U.S. District Court, Southern District of Texas, Houston Division.
Mr. Lim is chair of the ACC’s Litigation Committee and a council member of the Texas Bar’s computer and technology section. He participates in several industry thought-leadership forums, including the Sedona Conference Working Group 1, Georgetown Law Institute, and E-Discovery Institute. He serves on the executive leadership of New Life Fellowship Church of Houston.
Mr. Lim is a graduate of Columbia Law School (JD) and Southern Methodist University (BA english, BS in economics with finance applications). He has completed courses in computer forensics.
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Raquel Tamez
Deputy General Counsel
Computer Sciences Corporation
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Raquel Tamez is deputy general counsel of CSC, Inc., a Fortune 150, information technology, business process, and outsourcing services provider with 96,000 employees worldwide and $16 billion in annual revenue. In this role, she is responsible for the management of all litigation matters. She also serves as the e-discovery counsel for the company managing all phases of the e-discovery process. Ms. Ramez is a frequent presenter on litigation management and e-discovery topics. Prior to joining CSC, Ms. Tamez was in private practice at a law firm in Dallas TX, where she represented CSC as a client.
Ms. Tamez has substantial experience advising senior executives and managers in large corporations on complex litigation matters. After starting her legal career as trial attorney in the U.S. Department of Labor Solicitor’s Office, she joined Mary Kay, Inc., an international cosmetics company. She then served as vice president and corporate counsel for Affiliated Computer Services, Inc.
Ms. Tamez is an active member of several professional organizations, including DC’s Hispanic Bar Association. She has received national recognition as a recipient of the Hispanic Corporate Achiever Award bestowed by the HBA on Corporate Responsibility. Currently, Ms. Tamez is a Fellow in the Leadership Council on Legal Diversity (LCLD) Talent Development Program.
Ms. Tamez dedicates significant time to pro bono matters, and is a regular participant in the Corporate Legal Diversity Pipeline Program.
Ms. Tamez received her JD from St. Mary’s University School of Law in San Antonio, TX, and her BA from The University of Texas at Austin.
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Track: Small Law Department
1100 - |
Welcome to Rookie Camp: Ten Things Every New In-house Lawyer Should Know |
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Presented by the New to In-house committee
Skill Level:
Basic
New in-house practitioners need to get to know the business, partner with your clients early, learn that “just saying no” won’t work, know the policies and procedures governing the organization, have a sense of urgency to your responsibilities, write for your audience, "put the hay where the horses can reach it," demonstrate everyday value, communicate, be wary of "lawyer-shopping," manage outside counsel relationships and costs carefully, never provide bad news without options, own your responsibilities, provide training to prevent problems, comply timely with internal reports and develop rapport and learn from colleagues. Attend this session to learn how!
Speakers:
Matthew Dean
Vice President and General Counsel
Emerson Network Power
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Matthew S. Dean is vice president and general counsel for Emerson Network Power, based in Columbus, OH. Emerson’s Network Power business is the global leader in enabling Business-Critical Continuity™ from grid to chip for telecommunications networks, data centers, health care and industrial facilities. The Network Power business operates in over 150 countries, has approximately 50,000 employees, and had approximately $6.8 billion in sales in the 2011 fiscal year. The Network Power law department has attorneys and staff in many countries and two shared service centers (Philippines and Costa Rica).
Prior to joining Emerson, Mr. Dean was general counsel for LANDesk Software, a software company and leader in systems lifecycle management, and general counsel for Tomax Corporation, a leader in retail point of sale solutions. He also worked in the law departments of technology leaders Novell, Iomega, and Campus Pipeline and did litigation and IP work as an associate at Parsons Behle & Latimer. Mr. Dean is a graduate of BYU’s J. Reuben Clark Law School and has an undergraduate degree in business management from BYU.
Matt has served on the board of a variety of charitable groups including the Utah Mentoring Partnership and the Work Activity Center.
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Daniel Harper
Vice President, Corporate Counsel, and Secretary
Océ North America, a Canon Group Company
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Dan Harper is vice president, corporate counsel and secretary for Océ North America, Inc., a Canon Group Company. Mr. Harper is a member of the Océ North America wide format printing systems and service team divisions’ senior management teams. His responsibilities at Océ include providing strategic advice to the senior management team of the company. He participates as a leader on corporate wide projects and initiatives as well as provides counseling on commercial transactions (including sales, ERM and other vendor related), employment matters, internal investigations, litigation, corporate policy and procedure, intellectual property, software licensing, technology and marketing.
Prior to joining Océ, Mr. Harper was senior counsel at Spiegel, Inc., providing legal guidance to the corporate parent as well as for Eddie Bauer, Spiegel Catalog and Newport News subsidiaries. He managed the Spiegel Group intellectual property portfolio, negotiated and drafted commercial transactions, managed litigation, was a member of Spiegel Group Corporate Policy Committee and chaired the Spiegel Group Corporate Privacy Committee. Prior to Spiegel, he was in private practice with the law firm of Carey, Filter, White & Boland, a boutique general practice firm in Chicago.
Mr. Harper is the past secretary of the ACC Information Technology and eCommerce Committee and is a member of the ACC’s Chicago Chapter board of directors, serving in various capacities including president for board year 2010-2011.
He received a BA in Economics from Villanova University with a minor in Religious Studies and is a graduate of DePaul University College of Law.
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David Susler
Associate General Counsel
National Material L.P.
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David G. Susler is associate general counsel for National Material L.P., a privately held, minority owned company, headquartered in Elk Grove Village, IL. With operating companies throughout the U.S. and Mexico, NMLP’s primary businesses are steel processing and aluminum extrusion, and other related businesses, serving the automotive, aerospace, shipbuilding, construction, and many other industries. Mr. Susler provides legal advice and counseling relating to all business sectors and operations, including commercial transactions, labor and employment, litigation, real estate, international transactions, and intellectual property. He also conducts training on various topics, including legal compliance, for business leaders and HR managers.
Previously, Mr. Susler was in private practice, focusing primarily on tort litigation.
He served on the ACC Chicago chapter board of directors for six years, including service as board secretary and board vice president, and served as chair of the Programs Committee and on the board’s Diversity Committee; he remains an active member of the Programs and Diversity Committees. He is a member of the Leadership Council of Posse Foundation – Posse Chicago. Mr. Susler is the co-author, of “Inside Out,” a monthly column in Chicago Lawyer Magazine.
Mr. Susler received both his BA and JD from the University of Illinois in Champaign – Urbana, IL.
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Track: Environment and Energy
1200 - |
Across the Atlantic: Comparing Environmental Law in the United States and the European Union |
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Presented by the Environmental & Sustainability committee and the International Legal Affairs committee
Skill Level:
Intermediate
Attend this session to learn about environmental laws that affect multinational companies in the US and the EU, and uncover suggested approaches and best practices to ensure that your company is compliant on both sides of the Atlantic. Panelists will provide best practices and case studies, including sample compliance programs.
Speakers:
Ann Marley Chilton
ERM Global Compliance Officer
Environmental Resources Management, Inc.
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Ann Marley Chilton is the global compliance officer and regional managing attorney for the US/Canada at Environmental Resources Management, Inc. (ERM). ERM is a 4,700 person international environmental firm that provides environmental and sustainability services to Fortune 1000 clients in over 44 countries. Ms. Chilton runs ERM’s global compliance function and also leads the US/Canada law team. A key focus of her compliance practice is international anti-bribery/corruption counseling and process improvement pursuant to not only the US Federal Sentencing Guidelines for Organizations, but also international GRI and UN Global Compact standards.
Ms. Chilton previously served in-house with the Motorola and Freescale law departments. For these entities, in addition to her duties related to the IPO, she supervised complex commercial, intellectual property, and insured matters litigation. In private practice with Fulbright & Jaworski in Austin, TX, Ms. Chilton served on the national counsel team for Bayer Corporation. In private practice in Chicago, she was on the national counsel team for certain companies at Lloyd’s of London.
Ms. Chilton participates in developing international compliance program standards and is one of the seventeen members of the G4 version working group on anti-corruption reporting standards for GRI. Ms. Chilton also participates in ERM’s charity, the ERM Foundation. Recently, Ms. Chilton received Ethisphere Magazine’s designation as a Top Compliance and Ethics Officer on the 2011 Attorney-Who-Matter list.
Ms. Chilton is an undergraduate alumni of Rice University and a law alumni of the University of Texas School of Law. Ms. Chilton is also a Certified Compliance and Ethics professional (CCEP).
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Mark Errington
Global Practice Leader; M&A Transaction Svcs
ERM
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Mark Errington is the global managing partner of ERM’s M&A transaction services practice. He has over 25 years' experience working with multinational corporations, financial institutions and their legal counsel.
He has extensive experience leading major international due diligence assessments and implementing integration and/or liability management programs associated with mergers, acquisitions, divestitures and capital raising/flotations. He assists clients to develop and manage their transaction process to ensure that EHS risks and value-added opportunities are managed in a way that is aligned with the client’s business goals and drivers.
Having lived and worked across four continents, Europe, Asia Pacific, North America and South America, his consulting experience is uniquely international.
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Carlos de Miguel Perelas
Abogado
Uria Menendez
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Carlos de Miguel is a partner in the Madrid office of Uría Menéndez. His area of expertise is environmental law although he also advises on energy and real estate law. He works closely with his clients in all economic sectors and on all types of environmental matters in the context of commercial transactions (M&A, loans, IPOs.), litigation (before administrative, civil and criminal courts), and ad hoc. He frequently prepares reports on environmental issues, and advises on dealings with public authorities in relation to environmental matters (authorizations, environmental impact assessments, etc.). He has also participated in drafting environmental legislation. The main international legal directories regards him as a leading lawyer in environmental law.
Since 1988 Carlos has been a civil law lecturer and since 1997 he has also lectured on environmental law at the Universidad Pontificia Comillas ('ICADE'). He is a regular speaker and commentator at masters courses and seminars and conferences on matters relating to his field of expertise, both in Spain and abroad.
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Andrew Perellis
Partner
Seyfarth Shaw LLP
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Andrew Perellis is a partner in the Chicago office of Seyfarth Shaw LLP. He has practiced environmental law for 30 years. His practice focus includes counseling in interpretation and application of state and federal environmental statutes and regulations; representation in a broad range of environmental litigation including state and federal enforcement and toxic tort lawsuits; administration of complex CERCLA sites; participation in rulemaking and permitting proceedings under air, water and hazardous waste statutes; performance of on-site environmental assessments; and counseling regarding land use, environmental aspects of real estate transactions and corporate mergers, acquisitions and divestitures. Based on a survey of industrial companies, Chambers USA: America’s Leading Business Lawyers, has identified Mr. Perellis as one of Chicago’s top environmental lawyers.
Prior to being a partner with Seyfarth Shaw, he was a partner at Coffield, Ungaretti and Harris, and an associate at Rooks, Pitts and Poust.
He is the past chairman of the Chicago Bar Association, Energy and Environmental Committee young lawyers section, and has served on the boards of the Illinois State Bar Association environmental control law section council, the City of Lake Forest Legal Committee, the Chemical Industry Council of Illinois, and the George Washington University Law School Alumni Association. He currently serves on the board of the Jewish Child and Family Services.
Mr. Perellis received an AB (with Distinction) from the University of Michigan and his JD (with high honors; Order of the Coif) from the George Washington University.
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Doreen Zankowski
Partner
Saul Ewing LLP
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Doreen M. Zankowski is a partner in the Saul Ewing Boston office and focuses her practice on construction, environmental law, engineering, business, and real estate development. She counsels clients by giving them practical and efficient advice to advance their project through the often daunting legal and regulatory process.
Due to her in-depth experience with bringing parties together to complete complex transactions, she has frequently advised clients on the merits of alternative dispute resolution. In this role, she has advised clients on environmental matters across international jurisdictions. She is familiar with the multiplicity of contractual arrangements for public-private partnerships. O the claims side, she advises clients on claims development, analysis, defense and prosecution. She has handled environmental issues on behalf of her clients in Europe, Asia, South America and the Middle East.
She advises clients on vertical construction projects, heavy highway public works projects, water and wastewater facilities, solid waste programs, power, airport, ports and marine facilities, green construction, schools and universities, hospitals and skilled nursing programs. She brings hands-on experience to the transactional side of the business – focusing on risk management; contract drafting; contract review and negotiation using various project delivery methods, such as integrated project delivery for both public and private works.
Ms. Zankowski has served as in-house general counsel to CDM Smith, an international engineering, construction, environmental and development company, also serving CDM as an engineering and program management consultant. Prior to her joining Saul Ewing, she was a partner and practice group leader at Hinckley Allen & Snyder LLP, a nationally recognized construction and government contracts firm.
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11:00 AM
- 12:30 PM
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Track: Driving Change
101 - |
Pro Bono Partnerships Mean Greater Value from Your Outside Counsel |
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Presented in cooperation with DLA Piper
Skill Level:
Basic
Don’t have time for pro bono work? Think again. Learn how to crack the untapped value of your outside counsel through partnering on pro bono initiatives. Leverage programs readily available and willing to take on additional team members. The speakers will share insights from their considerable experience to help you ask the right questions, highlight best practices from real clients, and reveal pitfalls to avoid in making the pro bono experience a win-win for all involved. DLA Piper partners with more than 15 clients on in-the-field pro bono work, while the Pro Bono Institute advises and guides these relationships for maximum value. Participate in roundtable discussions to develop topics and plans, then wrap up with a review items and questions and answers.
Speakers:
Celeste Como
Corporate Attorney
Verizon Wireless
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Celeste Como is an assistant general counsel of the labor and employment group at Verizon Wireless. Prior to that, she worked in private practice. Ms. Como has been on the board of the Verizon legal department pro bono program since its inception.
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Lisa Dewey
Pro Bono Partner, Director New Perimeter
DLA Piper
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Elizabeth (Lisa) Dewey started as DLA Piper's full-time pro bono partner and later became the Director of New Perimeter, DLA Piper’s nonprofit affiliate dedicated to global pro bono services. She advises and represents individuals and public interest organizations on a pro bono basis. She has represented a man on death row in Alabama, several federal criminal appeals, and families who lost loved ones in the Khobar Towers terrorist attack. She represented the Stethem family in a lawsuit against the Government of Iran under the Foreign Sovereign Immunities Act resulting in a $321 million judgment against the Government of Iran. Ms. Dewey has represented refugees seeking asylum in the US and individuals in family law, juvenile, and housing matters.
Ms. Dewey cultivates DLA Piper's strategic thinking on pro bono, including the vision for the US pro bono program. She is also responsible for the direction of New Perimeter and delivery of global pro bono projects in developing and post-conflict countries by teams of global DLA Piper lawyers. She ensures innovative pro bono projects are a priority, including collaborating with the firm's clients, academic institutions and global NGOs.
The Financial Times named Ms. Dewey as an innovative individual in the responsible business category for US Innovative Lawyers in December 2010. She is an adjunct professor at the Georgetown University Law Center and regularly speaks at law schools in Mexico City and at conferences on pro bono.
Ms. Dewey received her JD summa cum laude from Washington College of Law at The American University.
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Bruce Ives
Deputy General Counsel
Hewlett Packard
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Bruce Ives is vice president and deputy general counsel for the HP Enterprise Group. He also serves as co-chair of the HP legal department’s global pro bono program.
Before his current role Mr. Ives was vice president and deputy general counsel for intellectual property, IP licensing and HP labs, and prior to that he served as vice president and deputy general counsel for global functions. He previously served as vice president and DGC for Enterprise Servers, Storage & Networking, HP Software, Technology Services and Global Alliances. For one year he was vice president and deputy general counsel for Global Alliances and acting head of government affairs. Prior to that he served for two years as chief of staff to the general counsel with responsibility for legal strategy and operations. He spent seven years before that leading the commercial and competition legal team supporting HP’s imaging and printing group. In his 15 years at HP, he also served as managing counsel for imaging and printing systems, embedded and personal systems and the consumer business organization. For two years he led the efforts of the global legal team in support of HP’s Y2K program. He previously supported the enterprise sales force and semiconductor products group.
Before joining HP, Mr. Ives managed the district office of Palo Alto's local congressional representative and worked on several major political campaigns. He also has prior experience in both criminal and civil litigation.
Mr. Ives received his BA from Harvard University and his JD from the Boalt Hall School of Law at the University of California at Berkeley.
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Stasia Kelly
Partner
DLA Piper
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Anastasia D. Kelly (Stasia) is a partner in DLA Piper’s corporate and finance and public company and corporate governance practice as well as the firm’s white collar corporate crime and investigations group. She is a member of the firm’s executive committee and is a mentor to a number of the firm’s women lawyers and is on the leadership committee of the firm’s Law Alliance for Women (LAW). Ms. Kelly joined DLA Piper after a 15-year career as general counsel in four leading public companies (American International Group (AIG), MCI/WorldCom, acquired by Verizon in 2006, Sears, Roebuck and Co., and Fannie Mae).
Ms. Kelly was an associate and then a partner with Wilmer, Cutler & Pickering in Washington, DC, where her practice spanned several areas of the law, including the regulation of financial institutions and securities firms, corporate and securities and intellectual property. Earlier in her career, Ms. Kelly was associated with Carrington, Coleman, Sloman & Blumenthal in Dallas, TX where she practiced in the litigation group.
Ms. Kelly also sits on two public company boards, Owens-Illinois, the world’s largest manufacturer of glass packaging and Huntington-Ingalls Industries, which designs, builds and maintains nuclear and non-nuclear ships for the US Navy and the Coast Guard.
Ms. Kelly received her law degree magna cum laude from George Washington University, where she was a member of the Order of the Coif and the Law Review. She received her undergraduate degree from Trinity University in Washington, DC.
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Eve Runyon
Director, Corporate Pro Bono
Pro Bono Institute
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Eve Runyon is the director of Corporate Pro Bono, a global partnership project of the Pro Bono Institute (PBI) and the Association of Corporate Counsel (ACC), and the premier resource for legal departments and in-house attorneys interested in legal pro bono work. She has worked with hundreds of legal departments and dozens of ACC chapters, creating effective, enduring pro bono programs and has traveled throughout the nation discussing strategies for initiating and sustaining in-house pro bono.
Before joining CPBO, she worked at Skadden, Arps, Slate, Meagher, & Flom in Washington, D.C., where she represented major U.S. electric, gas, and pipeline companies in matters before the Federal Energy Regulatory Commission and federal and state courts. While at Skadden, she participated in the Skadden loaned associate program, a seven-month externship program with Legal Aid Society of the District of Columbia. At Legal Aid, she served as lead counsel in child custody, child support, domestic violence, landlord tenant, housing, and public benefits cases.
Ms. Runyon received her BA from the University of Virginia and her JD from Yale Law School.
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Track: Compliance and Ethics
201 - |
Third-Party Compliance |
- Sold Out
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Presented in cooperation with Deloitte Financial Advisory Services LLP
Skill Level:
Intermediate
Companies are increasingly dependent upon indirect sales channels and interactions with third parties to increase and maintain their positions in emerging markets. At the same time, US and other international regulators are beginning to focus on those relationships and evaluate the appropriateness and effectiveness of a company’s risk assessment and due diligence of the third parties with whom they do business. Under certain circumstances, companies have had the actions of the third parties attributed to them – a risk corporate legal teams need to consider. For many companies, which can have thousands of third-party relationships, an effective third-party relationship risk management program is essential. Acquire insights into what your company should look for in effective systems, how to navigate the many options available in the marketplace and learn from actual case studies.
Speakers:
Deanna Slocum
Sr. Director, Ethics & Compliance Program
VMware
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Deanna Slocum is the senior director of ethics & compliance at VMware’s global headquarters in Palo Alto, California. VMware delivers virtualization and cloud infrastructure solutions that enable its customers to reduce capital and operating expenses, improve agility, ensure business continuity, strengthen security and go green.
Prior to her role at VMware, Ms. Slocum was the head of compliance for the largest of three Siemens AG business sectors in the U.S., the U.S. Industry Sector, during the company’s extensive FCPA remediation. She was promoted to that role after leading the compliance efforts of the global software company, Siemens PLM Software, Inc. (formerly UGS).
Ms. Slocum has a JD from Southern Methodist University and a BA from the University of California, Santa Barbara.
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Natasha Wyss
Senior Vice President and Associate General Counsel, Global Business Compliance
Thomson Reuters
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Natasha Wyss is senior vice president and associate general counsel, global business compliance of Thomson Reuters. As head of global business compliance for Thomson Reuters, she is responsible for establishing policy, developing and rolling out training and overseeing processes for mitigating business compliance risk impacting the company across business units and geographies. She first joined Thomson Reuters legal department in the financial and risk division.
Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. Thomson Reuters combines industry expertise with innovative technology to deliver critical information to leading decision makers in the financial and risk, legal, tax and accounting, intellectual property and science and media markets, powered by the world's most trusted news organization. Thomson Reuters employs approximately 60,000 people and operates in over 100 countries. Thomson Reuters shares are listed on the Toronto and New York Stock Exchanges.
She began her legal career at the law firm of White and Case LLP in New York. Ms. Wyss is a member of the board of directors of the New York City Bar Justice Center, the nonprofit legal services affiliate of the New York City Bar Association. She holds a bachelor's degree and a JD from Tulane University, where she was a member of the Tulane Law Review.
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Joe Zier
Partner
Deloitte Financial Advisory Services LLP
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Track: Contracts and Negotiations
301 - |
To Dig In or Give In: Risk Analysis in Contract Negotiation |
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Presented by the New to In-house committee
Skill Level:
Basic
How does an in-house attorney focus on risk analysis in contract negotiations? Look at metrics and quantitative methods of analyzing deal points to determine if best practices are truly the best solution for a given situation.
Speakers:
Tammy Brandt
General Counsel
ServiceMesh, Inc.
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Tammy Brandt is the vice president, general counsel and corporate secretary at ServiceMesh, Inc. in Santa Monica, CA, a cloud application software company. She is responsible for all legal affairs of the company, including negotiating contracts, managing litigation and overseeing human resources and risk management.
Prior to joining ServiceMesh, Ms. Brandt was Managing Counsel at Toyota Motor Sales, U.S.A. where she was involved in marketing-related transactions, complex corporate matters, and support for the racing division. She previously worked as a corporate attorney at Jones Day and Sheppard Mullin Richter & Hampton LLP where she handled public and private acquisition transactions and related corporate and finance matters.
Ms. Brandt currently is a member of the ACC’s Southern California Chapter board of directors. She received a BA from Bluffton University and a law degree from the Notre Dame Law School.
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Stacey Mollohan
Senior Corporate Counsel
Travelport
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Stacey A. Mollohan is a senior corporate counsel in the global technology group of Travelport, an international global distribution system and information technology provider. In his role, he is responsible for technology transactions, including acquisitions, licensing and intellectual property prosecution and enforcement, for one of the largest transaction processing facilities in the world.
Prior to Travelport, Mr. Mollohan held the position of patent counsel with Western Digital Corporation and was an IP and business litigator in AmLaw 100 firms.
Mr. Mollohan received his JD from the College of William and Mary in Williamsburg, VA and a degree in pplied physics from Georgia Tech.
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David Mowry
Senior Counsel
Xerox Corporation
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David Mowry is senior counsel for Xerox Corporation. He works primarily on commercial lease transactions, advising clients and negotiating matters in a geography generating approximately two billion dollars in annual revenue. He also manages litigation matters, and advises clients on legal issues such as Contracts, Intellectual Property and Human Resources.
Prior to Xerox, Mr. Mowry litigated at Nixon Peabody in Rochester, NY, and Coudert Brothers in New York City. He also clerked for federal district court judges in the District of Columbia and the Western District of Oklahoma.
Mr. Mowry is the outgoing chair for ACC's New to In-house Committee. He joined ACC in 2008, and has previously served on the ACC's Western New York Chapter board of directors. He regularly presents at ACC's Corporate Counsel University. Mr. Mowry has written for the ACC Docket, and is a regular contributor to Abovethelaw.com.
Mr. Mowry is an honors graduate of Brooklyn Law School, an honors graduate of Emerson College, and a graduate of the American Academy of Dramatic Arts in New York City.
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Track: Corporate and Securities
401 - |
Conducting Efficient Due Diligence |
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Presented by the Corporate & Securities Law committee
Skill Level:
Intermediate
Due diligence is the cornerstone of M&A practice, but conducting efficient due diligence requires striking a balance between the near-term negotiation of the acquisition agreement and and the longer-term, post-closing integration of the companies. This program will provide you with the tips and practice pointers necessary to run an efficient due diligence process.
Speakers:
Douglas Abell
General Counsel, Chief Compliance and Privacy Officer and Corporate Secretary
Curo Health Services, LLC
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Doug Abell is the general counsel, chief compliance & privacy officer and corporate secretary for Curo Health Services, a national provider of high-quality hospice and home health services. Since joining Curo, Mr. Abell has established an agile legal function capable of responding to all of the legal and regulatory needs of a high-growth healthcare company, including mergers and acquisitions, labor matters, healthcare regulatory matters and enterprise risk management. Mr. Abell is responsible for Curo's quality and compliance program leading Curo's efforts to prevent fraud, waste and abuse; promote ethical conduct; and ensure high-quality patient care in every market we serve. Mr. Abell also serves as Curo's chief administrative officer leading the company's administrative, human resources and payroll functions with a focus on building a great company founded on a culture of compliance and caring for every Curo employee and every individual patient and family we serve.
Prior to joining Curo, Mr. Abell served as vice president, corporate counsel for Kindred Healthcare, Inc. (NYSE: KND), a FORTUNE 500 healthcare services company, and had responsibility for Kindred’s mergers and acquisitions, corporate finance and capital markets transactions as well as SEC and NYSE reporting and compliance, corporate governance and executive compensation.
Mr. Abell is a graduate of the University of Notre Dame and Vanderbilt University Law School.
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Shawn Bunting
Vice President, General Counsel & Secretary
American Water Enterprises, Inc.
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Shawn C. Bunting is vice president, general counsel and secretary of American Water Enterprises Inc., the market based subsidiary of American Water, the largest publicly traded U.S. water and wastewater company.
In this role, Mr. Bunting serves as the chief legal officer for American Water Enterprises, providing oversight, guidance and direction regarding all matters. Mr. Bunting leads a team of attorneys, compliance specialists and professionals in supporting several diverse businesses operating throughout the United States and Canada. In addition to Mr. Bunting’s general legal duties, he is experienced in negotiating various forms of complex transactions and public-private partnerships (PPPs) including concession agreements.
Prior to joining American Water Enterprises, Mr. Bunting served as an assistant general counsel at Allegheny Energy, Inc., a multistate electric utility. Prior to joining Allegheny Energy, Mr. Bunting was associated with the international law firm of K&L Gates LLP, specializing in mergers and acquisitions, financings and securities matters.
In 2010, Mr. Bunting was named a Finalist for the Outstanding In-House Counsel of the Year Award presented by the Association of Corporate Counsel, DELVACCA Chapter. Mr. Bunting currently serves on the board of directors of the Burlington and Camden County Chapter of the American Red Cross, as well as the alumni board of Gettysburg College.
Mr. Bunting earned a BA from Gettysburg College and a JD from the University of Pittsburgh School of Law, where he served as the executive editor of the Journal of Law and Commerce.
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Jeff Mittleman
Partner
Holland & Knight
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Jeffrey W. Mittleman is a partner in the business section of Holland & Knight and is a member of the firm's national healthcare and life sciences team and compliance services team. He practices in the area of health, regulatory and corporate law. With more than 10 years of experience, he represents clients in a variety of sectors of the healthcare industry including, health plans (both fully and self-insured), PPOs, HMOs, insurers, pharmacy benefit managers, pharmaceutical manufacturers, medical device companies, retail pharmacies, long-term care pharmacies, specialty pharmacies, mail order pharmacies, wholesale drug distributors, e-health, disease management and healthcare technology companies. Mr. Mittleman represents clients in a variety of corporate and contractual transactions, including mergers and acquisitions, joint ventures, licensing, financing and services related transactions. He also advises clients in fraud and abuse defense, the structuring of compliance and ethics programs, Medicare, Medicaid, ERISA, HIPAA, licensing, state insurance and managed care law. In addition, Mr. Mittleman has significant experience in advising health plans with drafting of plan documents, ASO contracting and other regulatory issues.
Mr. Mittleman holds various leadership positions within the firm, including serving on the firm's Directors Committee and as the transactions leader of the firm's national healthcare and life sciences team. He serves as the Boston office public and charitable services partner and the co-chair of the Boston office's Diversity Committee.
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Alan Tse
Executive Vice President & General Counsel
Churchill Downs Incorporated
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Alan K. Tse is executive vice president and general counsel of Churchill Downs, Inc. (NASDAQ: CHDN). In addition to the Kentucky Derby, Churchill Downs also owns several casinos and thoroughbred racetracks throughout the country and is the owner of the largest account wagering company in the US, Twinspires.com as well as Bluff Magazine, the industry leading poker periodical.
Mr. Tse was formerly vice president and general counsel of LG Electronics MobileComm USA. Mr. Tse was responsible for all legal and regulatory matters for LG’s mobile phone business in North America. Prior to joining LG, Mr. Tse was the vice president and general counsel of Ligos Corporation, and prior to Ligos, Mr. Tse was the vice president of strategic development and general counsel of Centerpoint Broadband Technologies, Inc.
Mr. Tse started his career as a business and technology attorney at Brobeck Phleger and Harrison LLP in their Silicon Valley office representing technology companies and venture capitalists. Mr. Tse is the co-founder and serves on the board of the Asian American Legal Foundation and also served on ACC’s Kentucky chapter board of directors. Mr. Tse is a frequent speaker at national legal conferences on the roles and responsibilities of the general counsel and was named one of the best lawyers under 40 by the National Asian Pacific American Bar Association in 2005.
Mr. Tse holds a BA in Economics and Political Science from the University of California at Berkeley where he earned Phi Beta Kappa honors and graduated cum laude from Harvard Law School.
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Track: Employment and Labor
501 - |
Proving a Disability Under the ADAAA: The Big Easy? |
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Presented in cooperation with Ford & Harrison LLP
Skill Level:
Advanced
Review important changes to the Americans with Disabilities Act (ADA) and new regulations issued by the EEOC implementing the ADA Amendments Act. This interactive session will bring a complicated subject to life with many examples and case scenarios. Learn how the ADAAA has dramatically changed how employers must approach sick and injured employees.
Speakers:
Grant Dearborn
Corporate Attorney
Health First, Inc.
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Grant P. Dearborn is a board certified health care lawyer who currently works for an integrated health care system in central Florida. His current responsibilities include regulatory, contracting and supporting human resources.
Prior to his current position, Mr. Dearborn worked for the Florida Agency for Health Care Administration. He has also worked in private practice and for a legal services organization.
Mr. Dearborn is active in the Florida Bar Health Law section. He is a graduate of the University of Florida Law School (JD) and of the Syracuse University Law School (LLM).
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John Gronda
Vice President, Counsel for Labor, Employment and Employee Benefits
Harris Corporation
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John D. Gronda is associate general counsel vice president- employment and benefits for Harris Corporation in Melbourne, FL. His responsibilities include providing legal support to Harris Corporation and its subsidiaries and affiliates on a global basis on matters pertaining to labor and employment law, employee benefits and immigration. Mr. Gronda also provides legal support to the Harris Business Conduct and Ethics Program.
Before joining Harris, Mr. Gronda served as a partner in a Miami labor and employment law firm. Mr. Gronda earned a BBA degree in business administration from the University of Michigan and a law degree from Wayne State University Law School.
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Andrew Hament
Partner
FordHarrison LLP
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Andrew S. Hament represents management in all areas of employment and labor law and is certified by the Florida Bar as a specialist.
He advises private and public sector employers in discipline and discharge, reductions-in-force, collective bargaining, union grievance/arbitrations, discrimination issues, sexual harassment investigations, executive employment and severance agreements, trade secret and non-compete issues, drug abuse and drug testing, the Family and Medical Leave Act and violence in the workplace.
Mr. Hament regularly represents employers in state and federal courts and in investigations and charges before the U.S. EEOC, the Florida Commission on Human Relations, the U.S. Department of Labor, the National Labor Relations Board and the Florida Public Employees Relations Commission.
Earlier in his career, he was in-house labor counsel to Harris Corporation, where he handled all the company's domestic and international employment, labor and benefits law matters for 30,000 employees worldwide. While at Harris he also served for several years as Harris' European Counsel based in Brussels, Belgium.
He currently serves as the president of the Academy of Florida Management Attorneys. He previously served on the board of directors of the United Way of Brevard County, where he co-chaired the Leadership Giving Council, as well as on the board of directors of the Easter Seals of Brevard and Bridges, Inc., human services agencies, which provide support services to individuals with developmental disabilities.
Mr. Hament received a BA from Johns Hopkins University and is a graduate of the University of Baltimore School of Law.
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Cathi Hunt
Director, Corporate Counsel
Starbucks Coffee Company
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Track: International
601 - |
Doing Business Overseas: Advanced Legal Issues with Managing International Subsidiaries |
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Presented by the International Legal Affairs committee
Skill Level:
Advanced
This program will examine advanced issues that United States companies face when managing legal operations abroad or when they have subsidiaries operating in foreign jurisdictions. The program will start from the premise that foreign operations are already in place, and that counsel are familiar with basic legal issues in starting operations overseas. Using a roundtable format, the panel will discuss a number of issues facing counsel, including the intersection of Sarbanes-Oxley, FCPA, Dodd-Frank and the UK Bribery Act and the resulting legal issues; effectively managing legal issues, local employees and negotiation through cultural lenses; and managing human resource issues both at home and abroad.
Speakers:
Ross Booher
Partner
Bass, Berry & Sims (Lex Mundi)
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Ross Booher is a member at Bass, Berry & Sims PLC where he leads the firm's global anti-corruption/FCPA compliance and investigations practice (bassberry.com/FCPA).
Mr. Booher has served as anti-corruption counsel to Fortune 500 and other public and private companies and has led multiple international investigations, including in Asia, Africa and Europe. He frequently assists clients with foreign acquisitions, joint ventures, expansions, global sourcing, and implementing global compliance programs. Prior to entering private practice, he served as a U.S. Navy Judge Advocate in Asia, Europe and the Middle East.
Mr. Booher is listed in BEST LAWYERS IN AMERICA®.
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Brett Coffee
General Counsel/VP of Business and Corporate Affairs
Computer Systems Center Incorporated
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Brett Coffee is Computer Systems Center Incorporated’s general counsel and vice president of business and corporate affairs.
Mr. Coffee also served as general counsel of the SemperComm Foundation, a non-profit dedicated to supporting US troops stationed abroad. Previously, he served as securities and finance counsel for Leap Wireless International, then the tenth largest wireless carrier in the US, and as international counsel for RealNames Corporation, an innovative Internet startup in Silicon Valley. Before that, he was in private practice in New York city.
Mr. Coffee serves on the boards of directors of Bite Me Cancer and the University of Illinois Alumni Association, and as co-chair of WMACCA’s Corporate and Securities Forum and previously served on the transition team for then-Governor-Elect Bob McDonnell. Mr. Coffee was named to the Washington Business Journal’s 2010 Forty Under Forty list, and was recognized with the People’s Choice Award as the best young business leader in the region. He was also recognized as Washington Business Journal’s 2009 Top Washington General Counsel and a Leader in the Law by Virginia Lawyers Weekly, as well as designation as a Rising Star by Virginia Super Lawyers. He was honored with WMACCA’s Community Service Award in 2008.
Mr. Coffee has received a BA in Political Science from the University of Illinois at Urbana-Champaign, a JD from Fordham University School of Law and an LLM in Corporate and Business Law and a diploma in taxation from the University of San Diego School of Law.
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Lee Reichert
General Counsel, Molson Coors International
Molson Coors Brewing Company
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Stanley Sherwood
International Tax Counsel
PPR
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Track: Technology
701 - |
Social Media Risk & Responsibility in the Use of Health Care Technology |
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Presented by the Health Law committee and the IT, Privacy & eCommerce committee
Skill Level:
Intermediate
Learn how social media affects health care providers, group practices, pharmaceutical and medical devices companies. Discover what technology is used in the hospital and health care settings, and be advised of new guidance provided by the FDA with regard to social media.
Speakers:
Kenny Johnson
Senior Corporate Counsel
Quest Diagnostics Incorporated
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Kenneth Johnson is senior corporate counsel for the AmeriPath division of Quest Diagnostics Incorporated, the world’s leading provider of diagnostic testing, information and services. In this role, Mr. Johnson provides legal support to senior management, medical professionals, and the sales and marketing functions on numerous issues concerning the anatomic pathology, dermatopathology, and molecular diagnostic services provided by the division.
Prior to this role, Mr. Johnson served as senior corporate counsel-legal and compliance, responsible for advising management on various federal and state health care fraud and abuse laws, physician self-referral issues, Medicare and other third-party reimbursement issues, and data privacy and security matters. With Quest Diagnostics, he also served as director, legal compliance, compliance attorney, and director, employee relations.
He currently serves as past-president of the ACC’s Dallas-Fort Worth Chapter and has been a board of directors member since 2006. Mr. Johnson also serves as Pack Committee chair for the local BSA troop and serves as lay leader for Fellowship United Methodist Church.
Mr. Johnson received his undergraduate degree from Louisiana State University, and earned his law degree from the Paul M. Hebert Law Center at Louisiana State University. He was a member of the Law Review and graduated Order of the Coif.
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Linda Kearney
Managing Senior Associate General Counsel
Wellpoint, Inc.
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Linda M. Kearney is managing senior associate general counsel in the litigation for WellPoint, Inc., and serves on WellPoint’s litigation management team. Her primary responsibilities are to manage significant provider litigation, provide litigation/risk management advice on provider related issues and to oversee all litigation nationwide for UniCare/HealthLink. She was the team leader for the company’s first outside counsel convergence initiative for litigation.
Prior to joining WellPoint, Ms. Kearney was a partner at the law firm of Porter, Rogers, Dahlman & Gordon, P.C., in Corpus Christi, TX, and served as assistant attorney general in the law enforcement defense division of the Texas Attorney General’s Office.
She helped form the ACC’s Health Law Committee and is chair. She also serves on the ACC’s Austin Chapter board of directors and has held a variety of positions for the chapter. Linda was previously the secretary and vice-chair of the ACC’s Litigation Committee. She regularly speaks on litigation and outside counsel management topics. She is actively involved as an adult leader for cub scouts and boy scouts.
Ms. Kearney holds a JD from the University of Notre Dame Law School and a BA in philosophy from The George Washington University. She has been Board Certified in Civil Trial Law by the Texas Board of Legal Specialization since 1998.
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Kimberley Overs
Assistant General Counsel
Pfizer, Inc.
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Kimberley Danzi Overs is assistant general counsel at Pfizer, Inc. where her practice focuses on emerging channels. Ms. Overs serves as US privacy lead for Pfizer’s global privacy office and is a member of the board of the International Pharmaceutical Privacy Consortium.
Previously, Ms. Overs was vice president and legal counsel for the Estee Lauder Companies where she was responsible for the support of global new media initiatives, CRM marketing programs and privacy compliance. She also served as assistant general counsel and director of business affairs for Audible.com, a provider of spoken-word digital audio. Ms. Overs was a litigator for Fried, Frank, Harris, Shriver & Jacobson LLP and Hughes, Hubbard, & Reed LLP.
Ms. Overs is the present chair of the IT, Privacy and eCommerce Committee. She is also chair of the Alumnae of Columbia Law School.
Ms. Overs holds an LLM from Columbia Law School and was awarded her JD by the State University of New York at Buffalo School of Law. She earned her BA at the University of Virginia.
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Andy Serwin
Chair: Privacy Security and Information Management Practice
Foley & Lardner LLP
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Andrew B. Serwin is the founding chair of the privacy, security, and information management practice, and Foley’s consumer protection practice, and is a partner in the San Diego and Washington, D.C., office of Foley & Lardner LLP. He also is the executive director of the Lares Institute, a think tank that focuses on emerging technology and information governance issues. Mr. Serwin has handled a number of high-profile privacy matters before the Federal Trade Commission, ranked second on Computerworld’s list of "Best Individual Privacy Advisers", and was named to Security Magazine’s “25 Most Influential Industry Thought Leaders” for 2009, where he is the only law firm lawyer to receive this award. He is also ranked by Chambers USA – 2009-2011 in the area of National: Privacy & Data Security. He is the author of “Information Security and Privacy: A Guide to Federal and State Law and Compliance”, which has been called “the best privacy sourcebook”, and “an indispensible resource for privacy professionals at all levels”.
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Track: Law Department Management
801 - |
Training Your Clients |
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Presented by the Law Department Management committee
Skill Level:
Basic
Ideally, business clients should be sufficiently knowledgeable and empowered to handle routine matters without having to consult the legal department. On the other hand, the legal department should be able to focus on matters that advance the organization’s strategic objectives and react to higher risk issues. Business clients need training, so attend this session to learn what training and information your law department should provide to its business-side clients so they can do their jobs and minimize the time the law department spends on routine, reactive issues. Learn also how to teach your attorneys to train their clients.
Speakers:
Kevin Clem
Senior Director
Huron Legal
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Kevin Clem is a senior director in the law department management practice of Huron Legal in New York, NY. He has provided consulting services to leading corporate legal departments across a variety of industries including pharmaceutical, financial services, media, and utilities. Mr. Clem’s practice is focused on assisting corporate law departments with managing legal spending through optimized use of internal and outside counsel, analyzing and improving internal business processes, and selecting and implementing support legal technologies.
Prior to joining Huron, Mr. Clem served as a senior consultant with Arthur Andersen in their business consulting practice in Los Angeles and Dallas, where he focused on litigation data analysis and risk consulting.
Mr. Clem holds a BS in international business from Pepperdine University and a MBA from NYU's Stern School of Business.
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Marcy Hingst
Assistant General Counsel
Bank of America
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Marcy Hingst is associate general counsel in the litigation and regulatory inquiries group of the legal department at Bank of America. Ms. Hingst leads a team of more than 30 professionals responsible for managing defensive litigation/arbitration concerning all Bank businesses that serve individual customers and clients with deposit, card, home mortgage, wealth management, and related products and services.
Prior to her current role, Ms. Hingst managed an operational team responsible for civil e-discovery, reporting and litigation spend management initiatives at the Bank.
Before joining Bank of America, she was a commercial litigator with O’Melveny and Myers. Ms. Hingst holds degrees from the New England Conservatory of Music, Tufts University and the Ohio State University College of Law.
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Amita Kent
Regional Lead Counsel
Merck Canada Inc.
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Amita Kent is the regional legal lead for Merck in the Europe and Canada region. Ms. Kent’s key responsibilities are in business development, global franchise support, and customer solutions.
Prior to assuming her current global role within Merck, Ms. Kent was the vice president of legal affairs for Schering-Plough Canada Inc. She has been involved in the pharmaceutical industry for over 22 years with companies such as Pharmacia and Novopharm as general counsel, in addition to other functional roles such as vice president, corporate business development; corporate secretary; chief compliance officer; chief privacy officer and vice president of strategic planning.
Ms. Kent serves on the board of several non profit organizations and volunteers regularly on local committees. As well, she is associated with several professional organizations including the Canadian Bar Association, the Canadian Healthcare Licensing Association (past executive) and the Canadian Corporate Counsel Association. She is a regular speaker on behalf of the Canadian Bar Association, the American Bar Association, The Canadian Institute, Rx&D and industry on corporate issues such as intellectual property, licensing agreements, mergers and acquisitions, employment issues, leadership and the role of general counsel.
Ms. Kent obtained a BS with a double major in biology and physics from Dalhousie University in Nova Scotia. She then went on to obtain her Law Degree at the University of Windsor, Ontario and was admitted to the Law Society of Upper Canada.
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Elena Kraus
Director/Commercial Transactions
Walgreen Co.
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Elena Kraus is director of commercial transactions and intellectual property law for Walgreen Co., the nation’s largest drugstore chain based in Deerfield, IL. Her responsibilities include managing a group of commercial contracts and intellectual property attorneys and staff, providing legal advice and counsel to Walgreen’s diverse group of business clients ranging from information technology to merchandising, marketing, supply chain and logistics, financial services, e-commerce, and pharmacy services.
Prior to joining Walgreens, Ms. Kraus practiced corporate and real estate law with the firm DLA Piper in Chicago and has served on the board of directors of the YWCA/Lake County.
She earned a bachelor’s degree in government from the University of Texas at Austin and a JD from DePaul University in Chicago.
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Stephanie Lambert
Managing Counsel
Staples, Inc.
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Stephanie S. Lambert is managing counsel for Staples, Inc., in Framingham, MA. Her responsibilities include providing legal counsel to Staples’ merchandising and private label products divisions in a variety of substantive areas, including commercial law, intellectual property, and international trade. She previously served as technology counsel for Staples advising the company on software licensing and professional services.
Prior to joining Staples, Ms. Lambert served as corporate counsel at OneSource Information Services, Inc., in Concord, MA for four years. While at OneSource she provided counsel on intellectual property and technology licensing matters. Prior to her role at OneSource, she was engaged in a general law practice in Worcester, MA.
Ms. Lambert currently serves on the executive board of the ACC’s Law Practice Management Committee and has served on the Business Law Section Council and as a faculty member for the Massachusetts Bar Association. She is also on the board of directors of Staples Foundation.
Ms. Lambert received a BA from Wheaton College in Massachusetts and is a graduate of Suffolk University Law School.
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Track: Intellectual Property
901 - |
Ethics and IP Theft |
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Presented by the Intellectual Property committee and the IT, Privacy & eCommerce committee
Skill Level:
Intermediate
Is your company unknowingly stealing the intellectual property of others? Are your employees stealing your company's IP? Are other companies stealing your IP? Learn what to look for and how to protect your company's IP, including building a trade secret protection process, confidentiality/NDA agreements, branding, assignment documents and work-for-hire agreements.
Speakers:
John Bates
Contract Negotiations Manager
U.S. Cellular Corporation
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John G. Bates is a contract negotiations manager within U.S. Cellular’s IT strategic sourcing and vendor management group in Chicago, IL. His responsibilities include negotiation, drafting, and approval of large scale IT infrastructure agreements including professional services, software licensing, hardware/appliance acquisition, maintenance/support, outsourcing, and training.
Prior to working with U.S. Cellular, Mr. Bates served as in-house counsel and a business leader in a variety of technology industries including software development, electronic auditing, eCommerce, music licensing, manufacturing, and consumer electronics. A substantial portion of his career has focused on entrepreneurial technology companies involving a wide variety of legal areas including privacy, distribution, employment, manufacturing, international import/export, intellectual property, local taxation, and data privacy/security compliance.
Mr. Bates participates in several ACC activities including: secretary of the Intellectual Property Committee, ACC’s Chicago Chapter liaison for the IT, Privacy & eCommerce Committee, member of International Legal Affairs Committee, and IP leader for the ACC’s Chicago Chapter of the StreetLaw program.
Mr. Bates received a BA from the University of Illinois at Urbana-Champaign and JD from Illinois Institute of Technology, Chicago-Kent College of Law.
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Joel Bush
Partner
Kilpatrick Townsend & Stockton LLP
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Joel Bush is a partner at Kilpatrick Townsend & Stockton LLP in Atlanta, GA. He concentrates his practice in the area of complex commercial litigation, with particular emphasis in information technology and software disputes, misappropriation of trade secrets, business torts, restrictive covenant, and technology license disputes. Mr. Bush has litigated disputes arising out of computer hardware installations, software implementations, network design projects, and other technology infrastructure projects.
Mr. Bush regularly represents software and technology companies in claims based on a fraud, breach of contract, and negligence arising out of implementation problems, network design issues, software performance, and system compatibility problems. He has represented employers and employees in disputes arising out of restrictive covenant agreements. Mr. Bush routinely litigates trade secret disputes and he has particular experience in trade secret claims arising out of software development and software licensing. Mr. Bush also represents commercial parties in contract, indemnity, and related claims. He has appeared in federal and state courts and is also experienced in arbitration.
Mr. Bush has been recognized as a Georgia "Super Lawyer" in general litigation by SuperLawyers magazine and is AV® rated by Martindale-Hubbell.
Mr. Bush received a BA from Emory University and is a graduate of the University of Virginia School of Law.
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Larisa Lacis
General Counsel
BTG Systems, Inc.
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Larisa Lacis is vice president, life sciences, and general counsel at BTG Systems, Inc. (BTG), an IT services provider. Her responsibilities include managing all legal aspects of the business, along with business development activities related to the life sciences industry.
Prior to joining BTG, Ms. Lacis was general counsel and intellectual property counsel at NeoPharm, Inc., which later merged with Insys Therapeutics, Inc. At NeoPharm, Ms. Lacis managed all legal aspects of the business, with a primary focus on all intellectual property and contract matters. Prior to working as in-house counsel, Ms. Lacis practiced all aspects of patent and trademark prosecution and litigation in private practice in both Chicago and Los Angeles.
She currently serves on the board of Women in Bio, Chicago Chapter and participated in the ACC’s Chicago’s Street Law program this past year.
Ms. Lacis received a BS in biology from the University of Michigan in Ann Arbor and a JD from DePaul University in Chicago.
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Ronald Potempa
Associate General Counsel
Infor Global Solutions, Inc.
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Ronald E. Potempa is an associate general counsel at Infor Global Solutions, a global ERP software company located in the Chicago office. He is responsible for drafting, reviewing and negotiating all types of software agreements, including but not limited to: licensing, support, consulting, outsourcing, hosting, partnering, teaming, subcontracting and non-disclosure documents. He advises all levels of management from individual account executives through senior level vice- presidents. License compliance matters, settlement of disputes, and management of outside counsel are his other key responsibilities.
Prior to joining Infor, Mr. Potempa has worked as an in-house counsel for SSA Global, Sun Microsystems, Unisys, and Digital Equipment Corporation. He was responsible for providing legal counsel in a variety of substantive legal areas relating to hardware and software contracts, as well as areas such as employment disputes, purchasing activities, and leasing of office space.
He serves on the ACC’s Chicago Chapter board of directors, and chairs the Diversity and Community Outreach Committee, which covers the Minority Law Student Internship Program, Street Law, and the Pro Bono activities. He is a Navy veteran and former member of the Navy Judge Advocate General Corps.
Mr. Potempa received his bachelor of business degree from Western Illinois University and his law degree from Loyola University of Chicago Law School.
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Track: Litigation and Dispute Resolution
1001 - |
Defensible Records Retention Planning |
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Presented by the Litigation committee and the Compliance & Ethics committee
Skill Level:
Intermediate
Learn how a legally defensible retention schedule can allow your organization to streamline its business by clearly identifying items that need to be kept and allowing for disposition of items that are not required to be kept by law or policy in the normal course of business. Efficiency and IT cost savings are a big driver. The benefit to you is that, during a discovery or regulatory request, the pile of information to sift through is much smaller and more relevant. Discovery downstream is easier if information is reduced. It is also less likely to result in accusations of spoliation because items are disposed of regularly in the normal course of business.
Speakers:
Robert Jett
VP, Deputy Compliance Counsel
RGA Reinsurance Company
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Robert S. Jett III is vice president, deputy compliance counsel and corporate data privacy officer for RGA Reinsurance Company (“RGA”). Based in the St. Louis global headquarters, he leads and manages the compliance division of RGA’s global legal services department.
Mr. Jett has been representing insurance and reinsurance companies for more than 21 years and has dealt with the insurance and reinsurance operations of multi-national insurance organizations in all fifty states, Europe and in other foreign jurisdictions.
Mr. Jett earned his BA in international relations and political science from Hobart College in Geneva, NY, and his JD from the University of Baltimore School of Law. He is a member of the Association of Corporate Counsel; the American Bar Association; and the Maryland State Bar Association. He is also a member of the international baccaleureate advisory board for the School of Business at the University of Missouri St. Louis.
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Jeffrey Stredler
Senior VP, Litigation Counsel
Amerigroup Corporation
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Jeff Stredler joined Amerigroup Corporation as its senior vice president and litigation counsel. His responsibilities include handling and overseeing Amerigroup's litigation matters, managing e-discovery and the legal hold process for the company, and advising the company regarding information governance and record retention issues.
Prior to joining Amerigroup, Mr. Stredler was a partner in the Norfolk, VA office of Williams Mullen, where he represented corporate and individual clients in connection with a wide variety of complex civil and criminal cases.
Mr. Stredler currently serves on the Virginia State Bar litigation section board of governors and the Virginia State Bar corporate counsel section board of governors. He has also served as the president of the Norfolk & Portsmouth Bar Association, as well as on the boards of directors for the Make-A-Wish Foundation of Eastern Virginia, the Girl Scout Council of Colonial Coast, and the Virginia Beach and Norfolk divisions of the Hampton Roads Chamber of Commerce. He received the Norfolk & Portsmouth Bar Association's Community Service Award in 2003 and the Virginia Beach Bar Association's Community Service Award in 2004.
Mr. Stredler graduated from the University of Virginia and the University of Virginia School of Law.
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George Tziahanas
Senior Vice President, Legal and Compliance Solutions
Autonomy, an HP Company
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Track: Small Law Department
1101 - |
Toolbox for Small Law Departments: Managing Legal on a Nonexistent Budget |
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Presented by the Small Law Department committee and the Law Department Management committee
Skill Level:
Intermediate
Attend this session to discover: top five technology tools to make small law departments run smoothly; SLD benchmarks for legal budgets and how to leverage other functions such as sales to minimize legal legwork; what to outsource in a small legal department; how to tell when it's time to increase your staff; and how developing a legal wiki can help your department capture knowledge and avoid reinventing the wheel. Almost all legal advice we give on a daily basis can be standardized into wiki content, resulting in your greater ability to focus on higher-priority tasks. Explore tools for the SLD to increase efficiency and add value to the business; learn about available wiki technology; and hear from others who have engaged this technology to improve their legal services.
Speakers:
Karen Litsinger
Senior Vice President, Corporate Development & General Counsel
Mirixa Corporation
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Karen Litsinger is the senior vice president, corporate development and general counsel of Mirixa Corporation. Mirixa is a health IT company that facilitates the delivery of patient care services through a national network of over 43,000 contracted pharmacies and call centers. Ms. Litsinger’s responsibilities include legal, compliance, privacy, HR, and corporate development.
Prior to joining Mirixa, Ms. Litsinger was a partner in the corporate and securities group of Sonnenschein Nath & Rosenthal (now SNR Denton). The bulk of her in-house career was spent at America Online, Inc., where she served as vice president and associate general counsel in charge of transactions. She began her law career at Arent Fox.
Ms. Litsinger is currently the president-elect of the ACC’s WMACCA Chapter. She previously served as the chairman of the board of Ayuda, Inc., a non-profit legal services organization serving the needs of immigrants in the DC metro area.
Ms. Litsinger received her JD from the Georgetown University Law Center and her AB from Duke University.
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Todd Murtha
Vice President, Business & Legal Affairs
Nextag, Inc.
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Todd Murtha is vice president of business and legal affairs at Wize Commerce (formerly Nextag), a leading e-commerce monetization, internet traffic acquisition and shopping service located in San Mateo, CA. He manages the Wize Commerce legal team and is responsible for all legal functions and all aspects of legal and regulatory compliance.
Prior to joining Wize Commerce, Mr. Murtha was vice president of business and legal affairs at Fox Interactive Media, where he was responsible for all legal matters for the IGN entertainment subsidiary as well as matters for other FIM subsidiaries.
He is the volunteer legal coordinator for the Pat Tillman Foundation.
Mr. Murtha received a BA from the University of Tulsa and an MA in psychology from the University of Minnesota and is a graduate of Harvard Law School.
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Michelle Proia
General Counsel - Americas (Producing Organizations)
Mettler-Toledo, LLC
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Michelle M. Proia is the general counsel - Americas (producing organizations) and assistant secretary of Mettler-Toledo, LLC. Her responsibilities include providing legal counsel in the Americas to nine production facilities, including providing legal support to the corporate functions of global supply chain, e-commerce, group finance and IT in those particular geographic regions.
Prior to joining Mettler-Toledo, Ms. Proia worked in-house for RPM International Inc. in Medina, OH as assistant general counsel and at Wheeling-Pittsburgh Steel Corporation in Wheeling, WV as associate general counsel.
Ms. Proia is a past president of the ACC’s Northeast Ohio Chapter. She is currently serving as president of the Ohio Women's Bar Association (OWBA) and also serves on the board of directors of U-CO Industries, Inc. She recently served as vice chairperson of the OWBA's Ohio Supreme Court Judicial Ratings Committee.
Ms. Proia received a BA cum laude from the University of Rochester in New York and her JD from the University of Pittsburgh School of Law, where she served as executive editor of the Journal of Law & Commerce.
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Track: Environment and Energy
1201 - |
Mamma Mia – There They Go Again: Dealing with Stricter Energy Regulators |
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Presented by the Energy committee and the Compliance & Ethics committee
Skill Level:
Intermediate
Energy companies are required to comply with myriad laws, rules and regulations. With increased penalty authority for many regulators, staying in compliance is a necessity. Explore several hypothetical compliance cases, participate in determining whether they present compliance problems and suggest how companies should respond to those problems, in collaboration with the speakers.
Speakers:
Michael Auger
General Counsel
U.S. Energy Services, Inc.
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Michael J. Auger is the general counsel and corporate secretary of U.S. Energy Services, Inc. In this position he manages all legal issues for the company, including regulatory compliance, contracts, intellectual property, employment, M&A, and will provide guidance to the U.S. Energy executive team and board of directors.
Prior to joining U.S. Energy Services, Mr. Auger was in private practice where he represented corporations in all facets of law including employment, commercial litigation, contract and financial services and served as general counsel to DWS, Inc.
Mr. Auger is active in his local ACC Chapter and serves on the Career Management Committee. Mr. Auger also volunteers his time to pro bono efforts with the Volunteer Lawyers Network.
Mr. Auger received his JD from Rutgers School of Law-Camden and earned his BS from the University of South Dakota.
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Catherine Krupka
Partner
Sutherland Asbill & Brennan LLP
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Catherine Krupka is a member of Sutherland’s energy and environmental practice group and is chair of the power regulatory team. She advises commodities trading companies, including financial services companies, energy marketers and asset owners, on compliance and enforcement, agency regulation, and business transaction issues arising from trading physical and financial power, natural gas, emissions, crude and refined products.
Ms. Krupka represents market participants in audits and investigations before the Federal Energy Regulatory Commission (FERC), Commodity Futures Trading Commission (CFTC), North American Electric Reliability Corporation (NERC) and other agencies including conducting internal investigations, responding to agency inquiries, and negotiating the resolution of audit and investigatory matters related to power, natural gas, crude oil and liquids. She has worked extensively on agency implementation of the Dodd-Frank Act, including on CFTC rulemakings, and routinely advises companies on the application of the Dodd-Frank Act and impending regulations to their business. She also assesses internal practices and implements compliance programs to ensure conformity with state, FERC, CFTC, EPA, DOE, NERC and FTC policies and regulations, including those related to market manipulation, position limits and reporting, transaction and price reporting, greenhouse gas and other emissions reporting, document retention, interlocking officer and director positions, regional reliability standards, DOE efficiency standards, and the Public Utility Holding Company Act. Her compliance practice includes developing compliance manuals, business practices, training programs and internal review protocols.
Ms. Krupka graduated from the Boston University School of Law and has an MBA and BS from the University of San Francisco.
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Phyllis Lemell
Assistant General Counsel
Northeast Utilities
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Phyllis E. Lemell is an assistant general counsel for Northeast Utilities, a Fortune 500 energy company with more than 3.5 million electric and gas customers in Connecticut, Massachusetts, and New Hampshire. For the past 11 years, Ms. Lemell's responsibilities include managing and coordinating legal support for all of NU's electric, gas and hydro-electric, and compliance-related regulatory matters at the Federal Energy Regulatory Commission. Previously, her responsibilities at NU included a wide variety of regulatory and transactional utility matters, including divestitures and wholesale power contracts.
Prior to joining NU, Ms. Lemell was an assistant attorney general representing the Connecticut Department of Public Utility Control and the Connecticut Siting Council.
Ms. Lemell is a member of the Connecticut and the Energy Bar Associations. She received a BA from Syracuse University and a JD from Syracuse College of Law.
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Joseph Limone
General Counsel -- North America
Noble Americas
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Joseph Limone has 10 plus years' senior management experience and overall seventeen years' in commodity markets. His unique background encompasses both legal and business expertise in commodities having managed legal, front office, origination, credit, and operational groups.
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Sarah Novosel
Senior Vice President and Managing Counsel
Calpine Corporation
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12:45 PM
- 2:15 PM
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Law Department Management Committee Business Meeting |
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General Lunch & Program: Prosecuted for Providing Advice of Counsel: An Insider's Perspective |
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A special thank you to Lex Mundi for sponsoring this lunch.
In 2010, the government targeted Lauren Stevens for allegedly making false statements in the course of a discovery dispute. In a strongly-worded decision, the federal judge summarily threw out the prosecution's case, indicating that Ms. Stevens should never have been charged in the first place. Unfortunately, unable to take a hint, the government has made clear that it is looking for other targets and will file against some other in-house lawyer. In this exclusive one-on-one interview, ACC is pleased to welcome Lauren Stevens, as she recounts her experience as an unfortunate target of the Department of Justice's effort to target in-house counsel for representing their corporate clients. All members of the in-house bar should pay close attention to her advice about how to respond to this growing threat to the profession.
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Employment & Labor Committee Business Meeting |
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Health Law Committee Business Meeting |
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Litigation Committee Business Meeting |
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Real Estate Committee Business Meeting |
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Small Law Department Committee Business Meeting |
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2:30 PM
- 4:00 PM
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Track: Driving Change
102 - |
Balancing Act: How to Balance Insourcing & Outsourcing |
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Presented in cooperation with Deloitte Financial Advisory Services LLP
Skill Level:
Intermediate
Managing a legal department is very much a balancing act. You have to weigh risks, manage resources and administer budgets. When it comes to insourcing and outsourcing, there are lots of options when it comes to services, software and manpower. You can bring some or all of those services and resources in-house, or send some or all of your services to an outside provider. How do you know what’s best for your company? Attend this session to learn what makes sense, what other companies are doing, tools you will need, state of the art technology, and best practices in managing vendors.
Speakers:
Gerard Boccuti
Director, Discovery Services
Pfizer Inc.
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Gerry Boccuti is the director of the discovery services team within the Pfizer legal division. His team oversees and coordinates discovery and litigation support activities for Pfizer matters in litigation, government investigations, intellectual property and other matters. Before joining Pfizer, he was the litigation support manager for the Wyeth legal department.
Prior to his most recent positions at Wyeth and Pfizer, Mr. Boccuti provided professional consulting services to corporations throughout the United States and overseas. His expertise is in the area of law department work-process analysis, implementation of information technology solutions, facilitating mergers of corporate law departments; and developing electronic discovery strategies. He was also an assistant manager in the DuPont legal department in Wilmington, DE.
Mr. Boccuti received a BS, with honors, from Drexel University with dual majors in marketing and finance. He received his law degree from the Widener University School of Law and studied international law at the University of Padua, Italy. Mr. Boccuti also has an Executive MBA degree from the University of Delaware. He is a member of DRI and American Corporate Counsel Association.
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Bill Detamore
Chief Legal Officer
IE Discovery, Inc.
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Justin Relihan
Corporate Counsel
Nidec Motor Corporation
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Justin Relihan is corporate counsel for Nidec Motor Corporation, a manufacturer of appliance, commercial and industrial motors based in St. Louis, MO. He is responsible for handling and managing all dispute resolution for Nidec Motor Corporation. This includes management of all litigation, claims, business litigation and warranty claims. He also drafts and reviews procurement, information technology, and logistics contracts and well as certain sales contracts. Additionally, he is responsible for the implementation and management of the record retention and e-discovery policies and procedures.
Prior to joining Nidec Motor Corporation, Mr. Relihan spent ten years in private practice in St. Louis and Chicago defending various types of litigation matters for Fortune 500 and other companies.
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Track: Compliance and Ethics
202 - |
Working with a Corporate Monitor: When Your Compliance Program Isn’t Enough |
- Sold Out
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Presented by the Compliance & Ethics committee and the Employment & Labor committee
Skill Level:
Advanced
What happens when you are required to engage a corporate monitor because of a compliance failure? This program will cover how to select and work well with a corporate monitor. Learn about federal agency trends in requiring monitors and how to make the engagement successful according to the organization, the monitor and the government.
Speakers:
Timothy Bixler
Vice President, General Counsel & Secretary
International Rectifier Corporation
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Tim Bixler is vice president, general counsel and secretary of International Rectifier Corp., a global leader in power management semiconductor technology, development and manufacturing based in El Segundo, CA. In his current role, Mr. Bixler is responsible for leadership of the legal function of IR, as well as oversight of the company's compliance and internal audit functions.
Prior to joining IR, Mr. Bixler held a series of legal and senior legal roles with General Electric Company, most recently, as senior counsel for GE’s Homeland Protection business in Newark, CA. While at GE, he worked on a range of complex commercial transactions, M&A, government contracting and compliance investigations and related matters.
Mr. Bixler received his undergraduate degree in chemistry from Yale University, and is a graduate of Cornell Law School.
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John Hanson
Executive Director
Artifice Forensic Financial Services, LLC
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John Hanson is the executive director of Artifice Forensic Financial Services, LLC, a financial and management consulting firm that specializes in independent corporate monitoring, corporate compliance and ethics programs, forensic accounting, and corporate internal fraud investigations. Mr. Hanson is currently serving as the independent corporate monitor in two federal matters, as the independent business ethics program evaluator in a federal matter and is a consultant to the monitor in a federal matter. He is considered a thought leader in the field of corporate monitoring and is a key member of the American Bar Association’s Task Force on Corporate Monitors, which is developing standards for corporate monitors. Prior to these appointments, he was the lead in a significant federal monitorship of a publicly traded company pursuant to a plea agreement with the Department of Justice, Department of Transportation and other federal and state Agencies.
Prior to forming Artifice, Mr. Hanson spent more than five years helping build and lead the international forensic accounting and fraud investigations practice at a large, publicly traded consulting firm. Before that, he served for ten years as a special agent of the Federal Bureau of Investigation, where he specialized in federal criminal fraud investigations.
Mr. Hanson serves as the chair of the Associates and Litigation Support Committees of the American Bar Association’s Criminal Justice Section. He is a prior board and Audit Committee member of the Hugh O'Brian Youth Leadership Organization.
Mr. Hanson is a Certified Public Accountant, a Certified Fraud Examiner and a Certified Compliance and Ethics Professional.
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Carrie Penman
President, Ethical Leadership Group
NAVEX Global
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Carrie Penman is president, ethical leadership group (ELG), the advisory practice of NAVEX Global. She does custom ethics consulting work in the areas of program and culture assessment; communications; board, executive, and all-employee training; and program strategy and integration. She also serves as a government approved monitor/external ethics advisor for companies with government administrative or deferred prosecution agreements.
Before joining ELG, she served as the deputy director and ethics officer of the Ethics and Compliance Officers Association (ECOA). In this role, she managed the design and delivery of all member services including conferences, forums, executive education, benchmarking and research, as well as the association’s internal ethics initiatives.
Prior to joining the ECOA, Ms. Penman served as the director of the corporate ethics office for Westinghouse Electric Corporation. In that position, she developed and implemented the first Westinghouse comprehensive, corporation-wide, ethics and compliance program for a global employee population of 76,000 in diverse business segments.
Ms. Penman is currently an executive Fellow at the Bentley University Center for Business Ethics. She previously served on the ECOA board of directors and its Executive Committee; participated as an advisor for the research project on ethics programs: the role of the board, conducted by the conference board; and served on the advisory board for the Duquesne University, Beard Center for Leadership in Ethics.
Mr. Penman graduated from Purdue University.
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Bart Schwartz
Chairman and CEO
Guidepost Solutions, LLC
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Bart M. Schwartz is the chairman and CEO of SolutionPoint International, Inc. which owns Guidepost Solutions, LLC, a global investigations and security consulting firm; Bode Technology Group, Inc., a forensic DNA laboratory; and NSM Surveillance, a manufacturer of sophisticated surveillance equipment.
Described by the New York Times as the person “often sought out in…thorny situations” by corporations and having served as chief of the Criminal Division of the U.S. Attorney’s Office in New York, Mr. Schwartz has extensive experience as a crisis manager, integrity monitor, and corporate compliance advisor, and for more than 30 years, has managed complex investigations and prosecutions, and provided sophisticated investigative services to a wide array of clients. Throughout his career, Mr. Schwartz has also had numerous court and other appointments to monitor the conduct of corporations. He founded and was CEO of Decision Strategies, an internationally recognized investigative and security firm.
He currently is a member of the American Bar Association, New York City Bar Association, International Bar Association, Federal Bar Council, Society of Corporate Compliance and Ethics, New York State Bar Association and the Practicing Law Institute. He is an active supporter of the Police Athletic League, All Stars Project, Inc. and many other charitable organizations.
Mr. Schwartz is a graduate of the New York University School of Law and a graduate of the University of Pittsburgh.
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Track: Contracts and Negotiations
302 - |
Contract Drafting, Part 1 - Addressing Liability Issues: Warranties, Epidemic Failures and Liability Limitations |
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Presented by the Small Law Department committee
Skill Level:
Intermediate
Part 1 of a two-part Contract Drafting Program. This program will analyze and discuss warranty, epidemic failure and limitation of liability clauses. We will discuss how these clauses interrelate with each other in various types of commercial contracts and how they can be best drafted to suit your needs. The program will focus on drafting skills, and samples, good and bad, will be provided and discussed.
Speakers:
Jonathan Block
Vice President & General Counsel
Hot Topic, Inc.
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Neil Ginn
General Counsel
WEG Electric Corp.
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Neil J. Ginn is the general counsel for WEG Electric Corp. in Duluth, GA, serving the legal needs of the US subsidiaries of WEG, S.A., the largest industrial electric motor manufacturer in the Americas and one of the largest manufacturers of electric motors in the world producing more than 10 million units annually. WEG’s diverse and integrated product line includes motors, drives, controls, transformers, and generators. Mr. Ginn fields a wide variety of legal issues for WEG’s US marketing, distribution and manufacturing subsidiaries, including reviewing and negotiating contracts with customers and suppliers, corporate and regulatory work, dispute resolution, litigation defense, and employment law.
Prior to WEG Electric Corp. he was a corporate governance and regulatory compliance attorney for Southern Company. Between Southern Company and WEG, Mr. Ginn served as manager of legal operations for Mirant Corporation in Atlanta, GA. Earlier, he practiced law in Georgia before his first in-house assignment in landowner relations with Exxon in Houston, TX.
He is treasurer of the ACC’s Georgia Chapter, a past chair of ACC’s Corporate and Securities Law Committee, past vice chair of ACC’s Energy Law Committee and co-chair of the 2009 ACC GA Charity Golf and Tennis Tournament. He is a member of the advisory board of the southeast chapter of the Society of Corporate Secretaries and Governance Professionals, a volunteer attorney for Truancy Intervention Project Georgia, Inc. and serves as an industry guide for the Roswell UMC Job Networking program.
Mr. Ginn received his JD and LLM from Atlanta Law School.
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Steven Jackman
Vice President & Deputy General Counsel
Flextronics International
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Steven H. Jackman is the vice president and deputy general counsel of Flextronics' Integrated Network Solutions and High Velocity Solutions segments.
Previously, Mr. Jackman was the vice president and corporate counsel of Sanmina-SCI Corporation and the assistant general counsel at Benchmark Electronics. Mr. Jackman counsels the organization in several practice areas -- including contracts, compliance, litigation, M&A, intellectual property and human resources -- and manages other attorneys and outside counsel. Prior to going in-house, Mr. Jackman was an associate in the Atlanta offices of Kilpatrick Stockton, Booth, Wade & Campbell, and Holland & Knight, and served as a law clerk for the Honorable William H. Stafford, Jr., Chief Judge for the United States District Court for the Northern District of Florida.
Mr. Jackman received a BA from the University of California, Berkeley, cum laude, and is a graduate of the University of California, Hastings College of the Law.
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Jeff Lewin
Attorney
Sullivan, Hill, Lewin, Rez & Engel
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Jeffrey D. Lewin is a founder, shareholder and trial attorney at Sullivan Hill Lewin Rez & Engel, a business law firm, based in San Diego, CA.
With more than 30 years of experience in business-related civil litigation, Mr. Lewin has tried dozens of lawsuits, including antitrust, RICO, Lanham Act, fraud, breach of trust, products liability, breach of contract, breach of warranty, employment, negligence, product defamation and punitive damages cases, in state and federal courts throughout the country. Mr. Lewin represents a variety of national and international corporations as well as individuals. He focuses on fraud, products liability and employment cases.
Mr. Lewin is a member of the American Bar Association and the San Diego County Bar Association. He is also an active member of the Federal Bar Association, the Association of Business Trial Lawyers and Meritas' Finance Committee and Litigation Section Steering Committee. Mr. Lewin has lectured and published articles on various legal topics, and currently serves as a trustee, member of the Executive Committee and chairman of the Finance/Investment and Retirement Committees of California Western School of Law. He also serves on the Steering Committee for the University of California San Diego (UCSD) economics roundtable and is a member of the City Club of San Diego.
Mr. Lewin received his BA from Stanford University with honors, attended Harvard University for post-graduate studies and graduated cum laude from California Western School of Law.
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Track: Corporate and Securities
402 - |
Shotgun Wedding in the Boardroom: Negotiating Joint Venture Agreements with Your Worst Enemy |
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Presented in cooperation with Blake, Cassels & Graydon LLP
Skill Level:
Intermediate
In the post-credit-crunch world, companies are looking for ways to enter new markets, access resources and capital and survive in politically volatile markets while mitigating risk and controlling expenses. Joint venture agreements are rapidly becoming the vehicles of choice for companies to manage risk in periods of economic and operational uncertainty, even if it means partnering with their competitors. According to Bloomberg, 2011 brought the highest number of joint ventures in the past decade, with a 35 percent increase over the previous year. Learn how to structure joint venture agreements and negotiate of shareholder and partnership agreements, with a special focus on agreements between industry competitors. Explore post-agreement management of governance procedures and joint venture exit mechanics.
Speakers:
David Kruse
Partner
Blake, Cassels & Graydon LLP
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David C. Kruse is a partner at Blake, Cassels & Graydon LLP in its Toronto office. He advises businesses of all sizes on a wide range of corporate and commercial matters. His practice focuses primarily on transactions involving mergers, acquisitions, divestitures, reorganizations, and international and domestic joint ventures. His experience also includes structuring and negotiating various domestic and cross-border commercial agreements, including shareholder, partnership and services agreements of all kinds.
Mr. Kruse regularly advises foreign companies on establishing and structuring their Canadian operations. He provides strategic advice to private and publicly traded businesses in industries such as health care, oil and gas, automotive, logistics, consumer goods, technology, media, communications and financial services.
He serves on the board of directors of several corporations, advises not-for-profit organizations and is actively involved in pro bono work. He also serves on the Blakes Legal Personnel Committee and is co-chair of the firm's Toronto Student Committee. Mr. Kruse is committed to participating in legal education. He often leads seminars and lectures on several facets of business law.
David received a BA from McGill University and is a graduate of Dalhousie University Law School.
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David Miller
Vice President, General Counsel & Secretary
Rogers Communications S.E.N.C.
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After obtaining his B.Comm. from McGill University, David Miller entered McGill University’s Faculty of Law and successfully completed the National Programme, obtaining a BCL and LLB degree.
After completing two and one half years in private practice in Toronto, he joined Lavalin Inc., one of the world’s largest international engineering and construction companies, and subsequently became its general counsel. Mr. Miller joined Rogers Communications Inc., Canada’s national communications company with interests in cable television, wireless, telephony, radio and television, and sports as vice-president and general counsel and later became vice-president, general counsel and secretary of Rogers Wireless Communications Inc. Most recently, his position title was changed to senior vice president, general counsel and secretary.
Mr. Miller is based at Rogers Communications Inc.’s headquarters in Toronto.
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Joe Napoli
General Counsel
U. S. Steel Kosice, s.r.o.
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Joe Napoli is currently the general counsel of U.S. Steel Košice, s.r.o., a subsidiary of United States Steel Corporation. He obtained a BA in communications and international relations from Duquesne University and a JD from the Duquesne University School of law. He joined U.S. Steel with eight years experience in public and corporate finance.
Before accepting his current position in Europe, his diverse practice centered around corporate law, finance and mergers and acquisitions including major strategic partnerships and the acquisition of U.S. Steel Košice in 2000. He has also negotiated and navigated several joint venture agreements for U.S. Steel in the U.S. and abroad. He represented U.S. Steel's credit division in loan origination, work-outs, restructurings and collections until its portfolio paid off in the late 1990s. That work included negotiating loan participation agreements, negotiating workouts among lenders and borrowers and negotiating joint development agreements.
Mr. Napoli was named "Outstanding Volunteer Attorney of the Year" by the Executive Service Corps in 2003, has written for the ACC Docket, and served as a member of the Fellows Committee of the Allegheny County Bar Foundation and the Business Law Council of the Allegheny County Bar Association. He also served on the board of the ACC’s Western Pennsylvania Chapter and was its president in 2009.
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Jeremy Ouchley
Senior Counsel
McKesson Corporation
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Jeremy Ouchley is currently senior counsel with McKesson Corporation. In this role, he serves as the primary business transactions attorney for McKesson specialty health, an $8 billion division of McKesson.
Prior to this role, he served in a similar capacity for US Oncology, a private-equity backed company acquired by McKesson in 2010. Jeremy started his legal career as a corporate and securities attorney for Baker Botts LLP.
Mr. Ouchley received a BBA from the University of Louisiana-Monroe and is a graduate of The University of Texas School of Law.
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Track: Employment and Labor
502 - |
Don’t Mess with the Money! Wage & Hour Compliance: Managing Risk in a New Era of Enforcement |
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Presented by the Employment & Labor committee
Skill Level:
Advanced
Wage and hour law risks affect employers in every industry -- now more than ever. The US Department of Labor's Strategic Plan for 2011-2016 includes new enforcement efforts, some targeting specific industries. Learn about DOL's enforcement strategies for the coming years and explore how refreshing your compliance program can go a long way in mitigating wage-and-hour risks. Hear about DOL's "We Can Help" and "Plan, Prevent, Protect" campaigns, how these efforts present new challenges to employers and how they may affect your organization's risk calculations. This session will include recommended compliance program enhancements to mitigate the risk presented by the increased enforcement climate.
Speakers:
Erica Chmielewski
Senior Legal Counsel - Labor & Employment
Terex Corporation
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Erica Chmielewski is senior legal counsel for labor, employment, and immigration matters at Terex Corporation in Westport, CT. In this role, she advises business and human resources professionals on a full spectrum of employment issues in the US and internationally, manages employment charges and litigation, assists with collective bargaining matters, and coordinates all global immigration for the company’s employees. Ms. Chmielewski is also very active in policy development and training on employment and global mobility issues.
Prior to joining Terex, Ms. Chmielewski practiced law as an associate with Day Pitney LLP (formerly Day, Berry & Howard, LLP). Ms. Chmielewski counseled and represented employers on a wide range of employment matters, including wage and hour issues, discrimination and retaliation claims, and hiring, disciplining, and terminating employees. She also assisted with breach of contract, general tort, product liability, and government investigations matters.
Ms. Chmielewski currently co-chairs the policy subcommittee of the ACC’s Employment and Labor Law Committee. Ms. Chmielewski is also a legal volunteer for the Pro Bono Partnership and a past member of the board of directors of the Center for Women and Families of Eastern Fairfield County.
Ms. Chmielewski received a BA in business management/marketing from Sacred Heart University and is a graduate of the Quinnipiac University School of Law, where she served as Law Review executive managing editor.
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Nicky Jatana
Partner
Jackson Lewis LLP
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Nicky Jatana is a partner in the Los Angeles, CA office of Jackson Lewis LLP. Her practice focuses on employment litigation, as well as on advising employers regarding daily workplace issues. Her background includes, litigation involving wrongful termination, discrimination, harassment, breach of contract, wage and hour, preventive advice and training, and other labor and employment-related matters. She has litigated numerous wage and hour class and multi-plaintiff actions and has trial experience. Ms. Jatana conducts training seminars and frequently speaks publicly on a multitude of employment law topics. Her experience includes handling employment matters from both in-house counsel and outside counsel perspectives.
Ms. Jatana practices in both state and federal court. She has represented employers in the retail, restaurant, manufacturing, pharmaceutical, transportation and banking industries, among others.
Ms. Jatana received her undergraduate degree from Rutgers College in New Brunswick, NJ, and her law degree from University of the Pacific, McGeorge School of Law in Sacramento, CA. During law school Ms. Jatana excelled as an author and editor for The Transnational Lawyer and received honors in trial advocacy. She is a member of the labor and employment law section of the State Bar of California and a member of the Los Angeles County Bar Association, the South Asian Bar Association and the National South Asian Bar Association. Ms. Jatana also volunteers her time as a board associate of the Big Brothers Big Sisters of Los Angeles and the Inland Empire.
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Lisa Lewis
Vice President and Group Counsel
Ameriprise Financial
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Lisa Merklin Lewis is vice president and group counsel of the employment law group in the general counsel’s organization at Ameriprise Financial, Inc. She provides legal support to human resources and management concerning a wide variety of employment-related matters.
Prior to coming to Ameriprise Financial, Ms. Lewis was in-house employment counsel for ING Americas US Legal Services. Ms. Lewis has also been a litigation associate at Meagher & Geer, PLLP, in Minneapolis, MN.
Ms. Lewis received her bachelor’s degree from St. Olaf College, a PhD in medieval history from Cornell University, and her JD from the University of Minnesota Law School.
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Susan Shelton
General Counsel
The Portillo Restaurant Group
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Susan B. Shelton is general counsel of The Portillo Restaurant Group, one of the largest privately held restaurant groups in the midwest. The company currently operates in three states and has four separate restaurant concepts and two commissaries. Ms. Shelton’s responsibilities include counseling on commercial transactions, employment and regulatory matters and general oversight of all legal functions of the company.
Prior to joining Portillo’s, Ms. Shelton was a partner with the law firm of Gallagher and Joslyn, where she practiced corporate and employment law.
Ms. Shelton is a member of the Illinois State Bar Association, the American Bar Association and ACC.
Ms. Shelton received her JD from DePaul College of Law and her BA in Economics from Wheaton College.
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Track: International
602 - |
Drafting Considerations for International Contracts: Using Choice of Law and Other Contract Terms to Maximize Profit and Minimize Risk |
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Presented by the Financial Services committee and the International Legal Affairs committee
Skill Level:
Basic
If you are responsible for negotiating and drafting contracts for international trade and other cross-border business transactions, you must consider the significant differences in the laws of the countries where you do business, especially emerging markets. Examine key issues arising from differing legal systems in negotiating and drafting contract terms, particularly choice of law considerations, as well as other substantive provisions such as warranties, indemnities, limits on liability and dispute resolution.
Speakers:
Sara Biro
Senior European Counsel
Fitch Ratings
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Sara A. Biro is senior European counsel at Fitch Ratings and is based in Fitch’s London office. In this role, Ms. Biro provides legal/commercial advice and guidance in connection with the ratings and non-ratings business activities of the Fitch group of companies in Europe, Latin America, Africa, the Middle East and the Far East. The business lines she supports include structured finance, corporates, global infrastructure, leveraged finance and sovereigns/international public finance.
Prior to joining Fitch, Ms. Biro was senior counsel in Bechtel Corporation's civil global business unit. In this role, Ms. Biro led all aspects of the company's legal work on major rail, road, infrastructure, aviation, and telecommunications bids and projects in Europe, Turkey, the Middle East, Russia, Central Asia and North Africa.
Prior to joining Bechtel, Ms. Biro was a senior associate with Freshfields in its project finance practice in London and a senior associate with Mayer, Brown & Platt (now Mayer Brown) in its corporate, finance, and international practices in Chicago and London.
She is chair of the ACC’s International Legal Affairs Committee and is a member of ACC’s Corporate & Securities Law Committee and Financial Services Committee.
Ms. Biro received a BA, summa cum laude, from Georgetown University and a JD from The University of Chicago Law School.
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Patrick De Ridder
Partner
McGuireWoods LLP
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Patrick A. De Ridder is a partner in the Richmond, VA office of McGuireWoods LLP. He currently serves as co-chair of the corporate department. His practice focuses on international business transactions, including mergers and acquisitions, joint ventures, corporate restructurings and reorganizations, business law and supply chain matters. Fluent in several languages, he advises U.S. and European companies on general corporate and business law matters. Recent transactions have involved businesses headquartered throughout the United States, Europe, Asia and South America that have involved diverse industries.
Mr. De Ridder is a key member of the firm’s international supply chain management practice, covering the full supply chain product life cycle: process planning, the development of boilerplate and other contract terms, negotiation with counterparties, assisting with closing procedures and post-execution follow-up relationship management. In addition, as a member of the life sciences industry group, he helps pharmaceutical and medical device companies develop business strategies for joint ventures and other development programs.
Born in Belgium, Mr. De Ridder previously was affiliated with the firm of DeBandt, Van Hecke & Lagae in Brussels, Belgium, and served as legal counsel to the Secretary of State of the Brussels region (Belgium). He received a JD, magna cum laude, from the University of Leuven School of Law in Belgium, and he received an LLM from the University of Virginia School of Law in Charlottesville, VA.
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Franco Ferrari
Director, Center for Transnational Litigation and Commercial Law
New York University
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Mike Kolloway
Corporate Vice President & Assistant General Counsel
AECOM Technology Corporation
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Track: Technology
702 - |
Security Breach! What Should You Have Done Before? What Should You Do Now? |
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Presented by the IT, Privacy & eCommerce committee and the Compliance & Ethics committee
Skill Level:
Intermediate
A practical guide to dealing with security and privacy breaches, this session will reveal how to address incident response procedures. The presenters will serve as actors in a hypothetical scenario of a company breach.
Speakers:
Kerry Childe
Senior Privacy and Regulatory Counsel
TG
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Kerry Childe is the senior privacy and regulatory counsel at Texas Guaranteed Student Loan Corporation in Round Rock, TX, where she is responsible for TG’s privacy program and regulatory compliance in the areas of privacy, security, and the federal student loan program TG administers, and provides general corporate legal advice and counsel, including in areas such as social media, products and trade practice, and operations. She has written and speaks regularly on privacy and security issues.
Prior to joining TG as its privacy and regulatory counsel, Ms. Childe was the associate general counsel for a small publicly-traded company in Texas, providing general corporate advice and counsel and assistance with the corporation’s regulatory filings and privacy practices.
She is the secretary for the ACC’s IT, Privacy, and E-Commerce Committee, a member of the Small Law Department and Financial Services Committees, and a member of the ACC’s Austin Chapter. She is a member of the American Bar Association section of science and technology law, and administrative law and regulatory practice. She is also a member of the Texas Choral Consort.
Ms. Childe received her BA at the University of Nebraska-Lincoln and is a graduate of Baylor Law School.
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Ann Chilton
Global Compliance Officer and Regional Managing Attorney for the US/Canada
Environmental Resources Management, Inc.
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Ann Marley Chilton is the global compliance officer and regional managing attorney for the US/Canada at Environmental Resources Management, Inc. (ERM). ERM is a 4,700 person international environmental firm that provides environmental and sustainability services to Fortune 1000 clients in over 44 countries. Ms. Chilton runs ERM’s global compliance function and also leads the US/Canada law team. A key focus of her compliance practice is international anti-bribery/corruption counseling and process improvement pursuant to not only the US Federal Sentencing Guidelines for Organizations, but also international GRI and UN Global Compact standards.
Ms. Chilton previously served in-house with the Motorola and Freescale law departments. For these entities, in addition to her duties related to the IPO, she supervised complex commercial, intellectual property, and insured matters litigation. In private practice with Fulbright & Jaworski in Austin, TX, Ms. Chilton served on the national counsel team for Bayer Corporation. In private practice in Chicago, she was on the national counsel team for certain companies at Lloyd’s of London.
Ms. Chilton participates in developing international compliance program standards and is one of the seventeen members of the G4 version working group on anti-corruption reporting standards for GRI. Ms. Chilton also participates in ERM’s charity, the ERM Foundation. Recently, Ms. Chilton received Ethisphere Magazine’s designation as a Top Compliance and Ethics Officer on the 2011 Attorney-Who-Matter list.
Ms. Chilton is an undergraduate alumni of Rice University and a law alumni of the University of Texas School of Law. Ms. Chilton is also a Certified Compliance and Ethics professional (CCEP).
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Aryeh Friedman
Chief Privacy Officer & Senior Compliance Counsel
Dun & Bradstreet
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Aryeh Friedman is the chief privacy officer and senior compliance counsel at Dun & Bradstreet in Short Hills, NJ. He has global responsibility for privacy and data security, anti-corruption compliance, export and trade sanctions law compliance, record and electronic information management (e-RIM), code of conduct compliance and compliance investigations and ethics training.
Prior to joining Dun & Bradstreet, Mr. Friedman was the chief privacy officer at Pfizer. Mr. Friedman also has an extensive background in antitrust law, serving as chief antitrust counsel at Wyeth and before that BT and AT&T. Prior to going in-house, Mr. Friedman was an associate at Paul, Weiss, Rifkind Wharton & Garrison and Drinker, Biddle & Reath.
Mr. Friedman has taught for many years at the Wharton School of the University of Pennsylvania in the Legal Studies and Business Ethics Department. Mr. Friedman is vice chair of the ABA’s Privacy and Information Security Committee, and has written and edited numerous books for the ABA including the Data Security Handbook and the Privacy chapter of Consumer Protection Legal Developments Update. He is also the author of “Legal Ethics for In-House Counsel” (BNA 2012) and was profiled in the January/February 2012 ACC Docket.
Mr. Friedman received a BS from Cornell University and his JD from the New York University School of Law.
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Bobby Turnage, Jr.
Partner
Venable LLP
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Bobby Turnage is a partner with Venable’s corporate practice group. He focuses his work primarily on helping companies address the numerous legal challenges that arise from doing business on the Web, including counseling on such matters as privacy and data security, intellectual property, domains and cybersquatting, online advertising, litigation management and third-party content. He has nearly 20 years of legal experience in private practice, the military and as in-house counsel.
Prior to joining Venable, Mr. Turnage served as senior vice president, general counsel and secretary for Network Solutions, LLC, in Northern Virginia. In addition to prior work as a litigation associate in private practice and as a prosecutor and defense lawyer for the Army Reserve JAG Corps, he also previously served as associate general counsel for VeriSign, Inc. Having worked as both an executive and a lawyer embedded in a business, he brings valuable experience that enables him to provide practical, business-focused legal advice on matters faced by businesses in their daily operations.
Mr. Turnage recently completed a term as chairman of the General Counsel Committee of the Northern Virginia Technology Council. He is a past member of ACC, and a past board member of Home Care Delivered, Inc. Mr. Turnage’s military awards include the Meritorious Service Medal, Army Commendation Medal (1OLC), Army Achievement Medal (1OLC), Leatherneck Dress Blues Award (USMC), and Navy League Outstanding Marine Corps Recruit Award (USMC).
Mr. Turnage received a BS in business from Virginia Commonwealth University and is a graduate of the University of Mississippi School of Law.
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Track: Law Department Management
802 - |
Career Development for In-House Lawyers: How to Establish Competencies, Set Goals and Build Skill Sets |
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Presented by the Law Department Management committee
Skill Level:
Intermediate
Learn the benefits of a strategic HR approach that looks at talent management, how high lawyers can go and what skill sets you’ll need to climb the ladder. Participate in the discussion about a hypothetical Law Department and how to structure it so that both the company and the individual lawyers can benefit.
Speakers:
Karen Holyoke
Vice President, Corporate and Legal Affairs and General Counsel
Bangor Hydro Electric and Maine Public Service Company
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Karen Holyoke is the vice president, corporate and legal affairs for Bangor Hydro Electric Company and general counsel of Maine Public Service Company. She is responsible for all legal services to the companies, oversight of regulatory relations with the Federal Energy Regulatory Commission and Maine Public Utilities Commission, oversight and direction of corporate relations and communications, compliance, environmental services and security.
Prior to joining Bangor Hydro and Maine Public Service, Ms. Holyoke worked in private practice at Eaton Peabody as a corporate commercial attorney, specializing in commercial lending transactions. Before that, she clerked for a year on the U.S. Court of Appeals for the Ninth Circuit, based in the chambers of Judge Andrew J. Kleinfeld in Fairbanks, AL.
Ms. Holyoke is a graduate of the University of Utah’s S.J. Quinney School of Law, achieving membership in the national Order of the Coif. She also has a Master of Education in higher education administration from the University of Maine and a BA in American studies from the University of Toronto.
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Jeff Levinson
Vice President and General Counsel
NetScout Systems, Inc.
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Jeff Levinson is vice president, general counsel, and secretary at NetScout Systems, Inc., a publicly held network performance equipment company, where he is responsible for global legal strategy, legal operations, and the legal team. He chairs ACC's Law Department Management Committee (Leadership/Strategy/Operations) and is a director on the ACC's Northeast Chapter board.
Before joining NetScout, Mr. Levinson served as corporate counsel at Nuance and before that was general counsel at an internet startup and a division counsel at a global publishing company.
Mr. Levinson is involved in various charitable activities and corporate director education programs. He earned degrees from Harvard and Boston University School of Law and an MBA from Babson.
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William Mordan
Senior Vice President & Group General Counsel
Reckitt Benckiser Group plc
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Bill Mordan is senior vice president and general counsel for Reckitt Benckiser Group plc, a global consumer products company based in the United Kingdom.
Prior to joining Reckitt Benckiser, he served in various legal positions at Procter & Gamble, working in that company’s US corporate office as well as in Mexico and Brazil.
He is an award-winning columnist for his work with ACC Docket and is also the winner of the ACC 2011 Excellence in Corporate Practice Award.
Mr. Mordan is a graduate of the University of Notre Dame (BA) and the University of North Carolina at Chapel Hill (JD).
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Veta Richardson
President and CEO
Association of Corporate Counsel
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Track: Intellectual Property
902 - |
The Advertising Report |
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Presented in cooperation with Barnes & Thornburg LLP
Skill Level:
Intermediate
Most people are familiar with the satirical news show, The Colbert Report. In this parody of a parody, your Colbert-esque host will interview representatives from the Federal Trade Commission and a large company engaged in mobile advertising. During the informative, engaging (and sometimes outrageous) Q&A session, you will learn the difference between traditional and non-traditional advertising; rules governing who can object to an advertisement; why you should comply with advertising law guidelines; the role the FTC plays in advertising; rules for advertising substantiation and materiality; and how intellectual property rights affect such hot topics in advertising law as online behavioral advertising, endorsements and testimonials. Hear also about environmental advertising; mobile advertising and FTC enforcement; and social media in advertising.
Speakers:
Tristan Ostrowski
Product Counsel - Android
Google, Inc.
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Tristan Ostrowski is a product counsel for Android on the Google legal team in Mountain View, CA. He works with the Android product, engineering, and policy teams on legal issues related to feature development, product launches, geographic expansion, and marketing. He also advises on issues faced by Android app developers, device manufacturers, and carriers. In this role, he has focused on IP, privacy, content regulation and consumer protection issues relating to Google Play and the Android platform. Prior to joining Google, he worked as an IP attorney at Cleary Gottlieb Steen & Hamilton in New York.
Mr. Ostrowski has a BA and a BS from Arizona State University, and is a graduate of New York University School of Law.
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Todd Vare
Partner
Barnes & Thornburg LLP
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Todd G. Vare is a partner resident in the Indianapolis office of Barnes & Thornburg LLP. Mr. Vare represents clients in the protection and enforcement of intellectual property rights in trial and appellate courts around the country, and was listed in the 2012 edition of Best Lawyers in America.
Mr. Vare has litigated patent disputes covering a wide variety of technologies, including herbicides/pesticides, dielectric fluids, genetics, pharmaceuticals, medical devices, telecommunications, microprocessor and integrated circuit designs, software programs and processes, cellular antenna systems, and mechanical devices. Mr. Vare also represents clients in disputes involving trademarks, copyrights, trade secrets, software performance, software licenses, employee non-compete and non-disclosure agreements, and rights of publicity.
In addition to trial work, Mr. Vare argued before the United States Supreme Court in U.S. v. Santos, (opinion issued June 2, 2008) which resulted in a victory for his client involving the scope of the federal money laundering statute. Mr. Vare also has represented clients in appeals in the 7th Circuit, the Federal Circuit, the 11th Circuit, and the Indiana Court of Appeals.
Mr. Vare serves as co-chair of the nanotechnology group and business and technology group of Barnes & Thornburg, and additionally is active in the firm’s life sciences group.
Mr. Vare received his JD summa cum laude from Indiana University School of Law - Indianapolis. He graduated from Miami University with a BA in international studies. He also received an MBA from the Indiana University school of business, and worked in advertising and marketing communications before attending law school.
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Track: Litigation and Dispute Resolution
1002 - |
It's More than a Time Zone Change: When Litigation Goes Global |
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Presented by the Litigation committee and the International Legal Affairs committee
Skill Level:
Advanced
As companies expand into new markets, move production facilities abroad, and deal with counterparties based in other countries, they can find their legal liabilities globalized. A straightforward domestic litigation can be complicated by an aggressive party filing countersuits in a variety of jurisdictions. Attend this session to explore the challenges to resolving a transnational dispute.
Speakers:
David Steele
Senior Counsel
The Home Depot
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David Steele joined The Home Depot in Atlanta, GA and is currently senior counsel. His is responsible for managing Home Depot's commercial litigation group, whose work includes class actions, IP litigation, business claims, regulatory matters, subpoena compliance, and customer litigation. He also has responsibilities involving e-discovery, business counseling, and investigations.
Before joining The Home Depot, Mr. Steele had a litigation practice at Alston & Bird in Atlanta, handling a wide variety of domestic and international disputes. Mr. Steele received a BBA and a BA from Southern Methodist University, and graduated from Vanderbilt University School of Law.
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Meredith Stone
Vice President, General Counsel, Americas
NACCO Materials Handling Group, Inc.
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Alison Tucher
Partner
Morrison Foerster
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Alison Tucher is a litigation partner at Morrison & Foerster in San Francisco, where she handles intellectual property and other complex commercial matters. Ms. Tucher litigates in U.S. courts on behalf of foreign and domestic clients. She has also tried multinational disputes before arbitral tribunals and has coordinated across international boundaries litigation occurring in multiple jurisdictions.
Before joining Morrison & Foerster, Ms. Tucher served as law clerk to United States Supreme Court Justice David H. Souter and to Ninth Circuit Judge William A. Norris. She then tried cases for three years as a Deputy District Attorney in Santa Clara County, CA.
Ms. Tucher has an active and varied pro bono practice, including in two different cases having won the freedom of a man wrongfully imprisoned for a murder he did not commit. She also serves on the board of governors of the Northern California Chapter of the Association of Business Trial Lawyers.
Ms. Tucher holds a BA in economics from Williams College, an MA in engineering from Cambridge University, and a JD from Stanford Law School.
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Track: Small Law Department
1102 - |
State Law Considerations for Small Organizations and Nonprofits |
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Presented by the Nonprofit Organizations committee and the Small Law Department committee
Skill Level:
Advanced
Attend this session to learn about several aspects to compliance with state laws and regulations, including labor and employment aspects to setting up operations in a state, including minimum wage issues, IC v employee and "founder's syndrome;" and regulatory aspects, including sales tax exemptions, lobbying and campaign finance regulations. State inquiries, like New York governor's recent task force letters, are asking for increasingly detailed information. What are other organizations' experiences in managing the response to queries and audits related to state-based operations? For nonprofits, the charitable solicitation registration/renewal process is becoming more complicated and subject to heightened scrutiny. Are there sensible ways to avoid outsourcing this function, and how are people keeping abreast of variations between and changes in state law? Get a broad overview of state rules regarding the charitable solicitation registration/renewal process and receive guidance on dealing with reviews and audits.
Speakers:
Sheri Fanaroff
General Counsel
Columbia Association
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Sheri V.G. Fanaroff is the general counsel for the Columbia Association, Inc., a public benefit corporation that acts as the governing organization for Columbia, Maryland and is one of the largest planned communities in the country, with 100,000 residents and more than a thousand commercial properties. In addition to serving as a member of the senior management team and advising the board of directors, Ms. Fanaroff’s wide-ranging responsibilities include contracts, litigation management, employment matters, lobbying and legislative affairs, risk management, real estate, development and implementation of corporate policies and oversight of major capital projects.
Prior to joining the Columbia Association, Ms. Fanaroff served as general counsel for a life insurance company, as senior in-house litigation counsel for several international insurance brokerage companies, and spent the first part of her career as a litigator in private practice in New York.
Ms. Fanaroff is a member of the National Association of Women Lawyers, serving on the planning committee for four of its annual General Counsel Institutes. As an ACC member, Ms. Fanaroff has served as a panelist speaker at a number of prior annual meetings.
Ms. Fanaroff graduated from the University of North Carolina School of Law in Chapel Hill with a JD with honors and as a member of the Order of the Coif and received her BA in psychology from Brown University.
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James Holmberg
President
GreyStone, Inc.
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James J. Holmberg, III, AIA is the president of GreyStone, Inc., a manufacturing company in Columbus, NE. In addition, he is the general counsel and architect for Greystone Housing Foundation, Inc. in San Diego. He founded the nonprofit organization, with several other professionals in the low-income housing industry, to develop low income projects for seniors and young adults.
Prior to becoming president of GreyStone, Inc. and working with Greystone Housing Foundation, Mr. Holmberg was with Father Joe’s Villages in San Diego. His responsibilities included providing legal counsel and providing design and management services for the construction and maintenance of the organizations’ facilities. Before joining Father Joe’s Villages, Mr. Holmberg was in private architectural and legal practice. He also served as business manager for the Diocese of San Diego for two years and as an architect for the U.S. Army Corps of Engineers.
He was a founding board member of Fresh Start Surgical Gifts, Inc. He has provided pro bono legal work through the regional task force on the Homeless and Homeless Subcommittee of the San Diego Bar Association. He also volunteers with the United States Coast Guard Auxiliary teaching safe boating and sailing fundamental classes to the public.
Mr. Holmberg received his Bachelor of Architecture from the University of Notre Dame and is a graduate of the Creighton University School of Law. He is licensed to practice architecture in California, Nebraska, and Wisconsin.
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Lesley Rosenthal
Vice President General Counsel & Secretary
Lincoln Center for the Performing Arts
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Lesley Rosenthal is vice president general counsel and secretary of Lincoln Center for the Performing Arts in New York. She has fashioned the legal context for the arts center’s world-class cultural and educational offerings, its entrepreneurial initiatives in media, fashion, and consulting, and the $1.2b redevelopment of its iconic physical complex.
Ms. Rosenthal counsels and supports a 75-member board. Together with the CEO and key trustees, she has developed the Lincoln Center Counsels’ Council, a new method for procurement of pro bono legal services by nonprofits.
She was in private practice as a business, litigation, and technology lawyer at Paul, Weiss, Rifkind, Wharton & Garrison in Manhattan.
Ms. Rosenthal is the author of Good Counsel: Meeting the Legal Needs of Nonprofits (John Wiley & Sons, 2012) (“Must read” – NY Law Journal, “Best book” – visabooks). Good Counsel has hit #1 on Amazon’s bestseller lists for both corporate law and nonprofit management.
Ms. Rosenthal chairs Charity Corps: Lawyers Helping Nonprofits, an initiative of the New York State Bar Association and the State Attorney General’s Office Charities Bureau to encourage more pro bono legal services to charities. She also serves on the governing bodies and the Audit Committees of the New York State Bar Association and its Foundation.
Rosenthal graduated from Harvard College magna cum laude and Harvard Law School.
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Track: Finance
1302 - |
Anatomy of a Failure: the Good, the Bad, the Ugly |
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Presented by the Financial Services committee
Skill Level:
Intermediate
What legal factors contributed to the massive corporate failures that we have seen in the financial system over the past five years? What is or should be your role in identifying corporate vulnerabilities? How do you ensure a chain of command? What checks and balances ensure that those with compliance expertise effectively influence those at all levels of the organization to act in the long-term interests of the organization, its shareholders and its customers? When is there an actionable duty to "do the right thing" rather than an alternate course which may be perfectly legal in a strict sense (and more lucrative for shareholders)? These questions and more will be addressed in this session.
Speakers:
Robert Bostrom
Partner
SNR Denton
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Laura Dorman
Director & Associate General Counsel
Berkeley Research Group
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Laura Dorman is a director and associate general counsel of Berkeley Research Group, LLC, a leading global expert services and consulting firm.
Ms. Dorman has over 25 years of experience in complex business and civil litigation. After a federal court clerkship and a brief stint in Washington, DC, Ms. Dorman began her legal career in private practice in San Francisco, where she was a shareholder in a highly regarded firm. She represented a number of corporations, financial institutions, and government agencies in significant cases, including class actions and consumer claims. She then spent 10 years as in-house senior counsel to two financial institutions, including one of the world’s largest. She was responsible for managing a broad portfolio of litigation, including antitrust, securities, and consumer class actions involving hundreds of millions of dollars. She is expert in all phases of litigation, including trial and arbitration.
Ms. Dorman has taught law as an adjunct and visiting clinical professor; served on several state and local bar committees, and participated as a panelist for the American College of Mortgage Attorneys, the Continuing Education of the Bar, the Recorder Roundtable, and the State Bar of California Annual Meeting. She is a member of ACC, an advisor to the Financial Institutions Committee of the Business Law Section of the State Bar of California, and a member of the State Bar’s Litigation Committee.
Ms. Dorman received her master’s and bachelor's degrees with honors from Stanford University, and her law degree from the University of Southern California.
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Michael McCurdy
General Counsel
Brookline Bancorp, Inc.
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Michael McCurdy currently serves as the general counsel and corporate secretary for Brookline Bancorp, Inc., a $5 billion multi-bank holding company located in Boston, MA. In his role as general counsel, Mr. McCurdy is a member of the company’s Executive Management Committee and is responsible for mergers and acquisitions, SEC & regulatory compliance, litigation management, and corporate governance. Prior to joining Brookline Bancorp, Inc., Mr. McCurdy served as an executive vice president and general counsel for Danvers Bancorp, Inc., a regional, publicly traded commercial bank located north of Boston. Prior to his tenure at Danvers Bancorp, Inc., Mr. McCurdy was the president and chief executive officer of BankMalden and worked as an associate in a Boston law firm.
Mr. McCurdy is currently a participant in the Executive Leadership Institute, an executive education program offered in conjunction with MIT and Harvard University. Mr. McCurdy is a past participant in the Boston Future Leaders program. Mr. McCurdy earned his JD from Suffolk Law School and his BA from the University of California at Santa Barbara.
Mr. McCurdy serves on the board of directors for Triangle, Inc., a Boston based non-profit organization.
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Ashley Watson
VP and Chief Ethics & Compliance Officer
Hewlett-Packard Company
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Ashley Watson is vice president and chief ethics and compliance officer for Hewlett-Packard Company. She oversees the strategy and implementation of HP's ethics and compliance program, which includes ethical decision making based on HP’s standards of business conduct and both internal and external investigations. Her team is also responsible for social and environmental sustainability and compliance, privacy, global records management and the HP Foundation.
Before joining HP, Ms. Watson was vice president, general counsel and corporate secretary at Attenex. In this position, she was responsible for all company legal matters, including M&A, strategic alliances, IP policy, risk management and compliance. She also managed the legal department staff and outside counsel activities. She was previously senior litigation counsel at BellSouth Corporation, responsible for complex litigation.
Ms. Watson holds a JD from the University of Georgia and her undergraduate degree from the University of North Carolina at Chapel Hill.
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4:30 PM
- 6:00 PM
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Track: Driving Change
103 - |
Give Your Diversity Policy Some Teeth |
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Presented in cooperation with Datacert
Skill Level:
Basic
Many corporations give lip service to their commitment to diversity. By putting a formal diversity policy in place, and actually tracking and enforcing it, your legal department can lead the way in putting words into action. Some of the world’s leading corporate diversity advocates will highlight the ways in which they have created, implemented and enforced diversity initiatives within their own ranks and with outside service providers.
Speakers:
Larry Bliss
Counsel
IBM Corporation
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Larry Bliss is a counsel in the human resources law group of IBM’s corporate legal department. His primary focus is providing advice and counsel to human resources and management on compliance with U.S. and international labor and employment laws. Mr. Bliss has extensive experience advising on discrimination claims, EEO policies, diversity programs, restrictive covenants, social media policies, immigration compliance, wage and hour compliance, and technology outsourcing transactions. Mr. Bliss works closely with IBM’s diversity organization and regularly provides advice and counsel on the development of diversity policies and initiatives.
Prior to joining IBM, Mr. Bliss was a labor and employment associate in Proskauer Rose’s New York office representing companies in a wide variety of employment and commercial litigation, including discrimination and retaliation claims, sexual harassment claims, breach of contract cases, and Fair Labor Standards Act collective actions.
Mr. Bliss graduated Magna Cum Laude from Brooklyn Law School, and was a member of the Brooklyn Law Review.
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Wendy Hufford
Deputy General Counsel
ITT Corporation
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Wendy L. Hufford is deputy general counsel of ITT Corporation, a global high-technology engineering and manufacturing company headquartered in White Plains, NY. She is responsible for managing all outside counsel relationships, managing the global intellectual property team and handling employment litigation, contracts, privacy, and corporate governance matters.
Prior to ITT Corporation, Ms. Hufford was president and CEO of Effective Dispute Management, LLC, a consulting firm specializing in reducing legal spend. She was executive vice president and chief litigation counsel of Cardinal Health. Prior to this role, she was senior global litigation counsel for GE Consumer Finance based in Stamford, CT. Before working at GE, Ms. Hufford was vice president and senior litigation counsel at the global investment bank of Credit Suisse First Boston in New York. She was in private practice at Davis Polk & Wardwell in New York, specializing in litigation. She served as a law clerk for the Honorable Robert J. Ward on the U.S. District Court of the Southern District Court of New York.
She served on the advisory board of the Children's Defense Fund.
Ms. Hufford is a graduate of Colgate University, where she was valedictorian of her class, and a graduate of The Yale Law School, where she was an editor of the Yale Law Journal and the Yale Law & Policy Review.
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Joe Vodvarka
Director of Strategic Alliances
Datacert
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As Datacert’s director of strategic alliances, Joe Vodvarka is responsible for the strategic direction and execution of the company’s partner programs. He recruits and on-boards new program participants, engages in field sales and service delivery planning, and ensures the successful alignment of partners, including IBM, Exterro, Huron Legal, Duff & Phelps, Datalynx, and others. Since joining Datacert, Mr. Vodvarka has introduced enterprise alliance management best practices to Datacert partner operations and secured strategic relationships with more than a dozen key software and services organizations in the global legal technology industry.
Prior to joining Datacert, Mr. Vodvarka served as a consultant to enterprise corporations, advising on and managing technology alliances, partner ecosystems, channel strategy and sales, and marketing programs. He also spent time managing channel sales operations in enterprise software companies, including Voyence, Embarcadero, and BMC Software, and in all cases succeeded in growing sales through channel partners from start-up to an average of 20 percent of all new license revenues.
Mr. Vodvarka is a member of the Alliance Management and Business Development Network and the IT Channel Alliance. Mr. Vodvarka earned his undergraduate degree in computer science at Northern Illinois University and completed a MBA at DePaul University in Chicago.
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Joseph West
President & CEO
Minority Corporate Counsel Association
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Joseph K. West is the Minority Corporate Counsel Association’s (MCCA) newest president and Chief Executive Officer. Mr. West joined MCCA after serving as associate general counsel for Walmart. MCCA was founded in 1997 to advance the hiring, retention and promotion of diverse attorneys in legal departments and the law firms that serve them.
As associate general counsel at Walmart, and most recently as the head of outside counsel management, Mr. West was responsible for managing all aspects of Walmart’s relationships with its 600 external law firms and 25,000 timekeepers, as well as the legal department’s efforts to help increase retention, advancement and inclusiveness for diverse attorneys both internally and within these external law firms. Prior to his time at Walmart, Mr. West worked in the litigation group at Entergy Corporation. Over the course of his career, he has had first chair responsibility for hundreds of litigated matters.
Mr. West was named the “Inside Counsel of the Year” in 2009 by the National Bar Association, commercial law section. In 2010, Mr. West was appointed to the Commission on Racial and Ethnic Diversity in the Profession. He has served as the co-chair of the ABA Minority Counsel Program and co-chair of the ABA Spirit of Excellence Award. In 2009, Mr. West was honored for his diversity efforts by the National Association of Minority and Women Owned Law Firms (NAMWOLF).
Mr. West obtained his law degree from Tulane Law and he received a BA in Journalism from Southern University.
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Track: Compliance and Ethics
203 - |
Key Sources for Structuring Your Compliance and Ethics Program |
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Presented by the Compliance & Ethics committee and the Employment & Labor committee
Skill Level:
Intermediate
Many busy in-house lawyers, who also have compliance program responsibilities on their plates, don't have detailed knowledge of what it takes to have an effective compliance and ethics program. This session will provide training on the sentencing guidelines and other criteria used to measure compliance programs, including a comparison with the standards of COSO, OECD and the Adequate Procedures guidelines under the UK Bribery Act. The program will provide practical advice on the design, implementation and enhancement of compliance and ethics programs.
Speakers:
Gina Brickley Beredo
Litigation Counsel & Director of Product Compliance
American Greetings Corporation
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Gina Brickley Beredo serves as chief litigation counsel and director of product compliance at American Greetings Corporation, a publicly traded company. Her responsibilities include managing litigation for the Company and its international subsidiaries, as well as matters pending before government regulatory agencies such as CPSC, FTC, OSHA and EPA, designing, implementing and managing the Company's compliance and ethics program, and managing the Company's product compliance program. American Greetings Corporation is a publicly traded company and has been a creator and manufacturer of innovative social expression products that assist consumers in enhancing their relationships to create happiness, laughter and love. American Greetings Corporation generates annual revenue of approximately $1.7 billion, and its products can be found in retail outlets worldwide.
Prior to joining American Greetings Corporation, Ms. Brickley Beredo was a litigation associate at Baker & Hostetler, LLP, where she focused her practice on complex business, commercial, product liability, civil rights, insurance defense, construction and real estate matters. While at the law firm, she gained significant first chair trial and appellate experience.
Ms. Brickley Beredo received a BA from Saint Louis University with honors and is a graduate of the Indiana University School of Law-Bloomington.
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Rochelle Cooper
Vice President & General Counsel
United Space Alliance, LLC
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Rochelle (Shelly) L. Cooper is vice president and general counsel for United Space Alliance, LLC and is responsible for legal, internal governance, and global trade compliance. She is located in Titusville, FL, and provides advice, counsel and support in the areas of business development; benefits, labor and employment; government, commercial and international contracts; environmental, health and safety; ethics and business conduct; export control; insurance and risk management; intellectual property; litigation management; procurement; real estate and facilities; security; software transactions; training; and other corporate matters.
Prior to joining USA, Ms. Cooper worked for United Technologies Corporation (UTC) where she held various positions of increasing responsibility at the UTC Corporate Office; Hamilton Standard Division; Otis Elevators (Paris, France); Pratt & Whitney, Government Engines and Space Propulsion; and USBI Co.
She currently serves on the board of directors of the Health First Foundation, and recently completed a six-year term on the board of the East Coast Zoological Association (Brevard Zoo). Ms. Cooper previously served on the board of directors for the Florida Space Research Institute; the Brevard Community College Foundation; and the ACC’s Central Florida Chapter.
Ms. Cooper received a BA with Distinction from the University of Virginia in rhetoric and communications studies and is a graduate of Emory University School of Law.
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Daniel I. Small
Partner
Holland & Knight
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Dan Small is a litigation partner in the Boston and Miami offices of Holland & Knight, focusing on compliance, witness preparation, government and internal investigations, white-collar criminal and complex civil litigation. He has extensive investigation, jury trial and other litigation experience. Mr. Small has represented witnesses, plaintiffs and defendants in a wide range of internal and external investigations, administrative proceedings, and civil and criminal litigation. These have included issues of healthcare, education, securities, and others.
Prior to entering private practice, Mr. Small was a prosecutor for the U.S. Department of Justice, during which time he tried RICO, corruption, financial and regulatory cases. Mr. Small received various awards and commendations for his work. He also was general counsel for a publicly traded healthcare management firm, where he oversaw in-house legal and risk management staff, outside counsel, litigation, compliance, and facility, entity and physician contracting.
Mr. Small has written several books on litigation, including Preparing Witnesses (ABA, 3d edition, 2009) and Going To Trial that are used in CLE programs he gives throughout the country, and was a lecturer on law at Harvard Law School. He is a frequent television, radio and newspaper commentator.
Mr. Small is a graduate of Harvard Law School, and is a cum laude graduate of Harvard College.
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Darryl Uffelmann
Associate General Counsel
Anheuser-Busch Companies, Inc.
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Darryl Uffelmann is currently associate general counsel at Anheuser-Busch Companies LLC where he is the primary in-house counsel responsible for counseling on all labor relations issues involving its operations throughout the United States. Prior to joining Anheuser-Busch, he was the director of corporate compliance and director of labor and employee relations at Kansas City Power & Light (KCP&L).
In his role as director of corporate compliance at KCP&L, he was responsible for the development of the company-wide corporate compliance program and served as chair of the Corporate Compliance Committee reporting to the Board Audit Committee and senior management. As the director of labor and employee relations at KCP&L, he was responsible for alignment and execution of HR strategies and ongoing HR support to all business units.
Prior to this, Mr. Uffelmann was the corporate compliance officer, director of labor and employee relations, and senior corporate counsel at Aquila, Inc. He was responsible for administering the many facets of the company’s compliance culture reporting directly to the board of directors and Audit Committee. He was also responsible for labor and employee relations across the company and oversaw the relationships with the company’s unionized workforces and other employee relation issues, and handled dall employment related disputes and litigation.
Immediately prior to joining Aquila, he practiced labor and employment law at Husch Blackwell (f/k/a Blackwell Sanders) exclusively representing employers.
Mr. Uffelmann received a bachelor’s degree from the University of Kansas in Lawrence, KS. He also received master’s of public administration and law degrees from the University of Missouri, Kansas City.
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Track: Contracts and Negotiations
303 - |
Contract Drafting, Part 2 - Addressing Liability Issues: Indemnification and Insurance |
- Sold Out
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Presented by the Small Law Department committee
Skill Level:
Intermediate
Part 2 of the Contract Drafting Program. Did you know that most attorneys only have a vague idea of what an indemnification provision does and how to determine if it does what you think it does? This program will dissect indemnification provisions in commercial contracts for both goods and services. Learn what indemnification provisions mean and how you can spot problems/risks and draft a good provision. We will also cover intellectual property indemnities and the interaction of indemnity and insurance provisions.
Speakers:
Lynne Durbin
VP, GC and Secretary
Adhesives Research, Inc.
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Lynne M. Durbin is vice president, general counsel and secretary for Adhesives Research, Inc., a privately-held global manufacturer of specialty adhesives and films. She is responsible for the global legal affairs of the corporation, with primary focus on corporate, intellectual property and regulatory issues. She also counsels two affiliated corporations, which are involved in label printing and the manufacture of conductive membranes. Ms. Durbin previously managed the human resources department.
Prior to joining Adhesives Research, Inc., Ms. Durbin served as division counsel and director of environment, health and safety for the Grace Davison unit of W.R. Grace & Co.-Conn., an inorganic chemical manufacturer. She provided counsel on general corporate and commercial matters, environmental, health and safety issues, intellectual property matters, antitrust matters and acquisitions. Prior to working in-house, Ms. Durbin was in private practice in the Baltimore area.
Ms. Durbin has been a frequent panel speaker at the Association of Corporate Counsel Annual Meetings and at other professional seminars. She is a former president of the ACC’s Baltimore Chapter. She is active on the boards of the Girl Scouts of Central Maryland and Parks and People Foundation and is a former president of Network 2000, Inc.
Ms. Durbin received a BA from Yale University and a JD from the Boston University School of Law.
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Ronald Hicks
Parner
Meyer, Unkovic & Scott
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Ronald L. Hicks, Jr., is a partner of the Pittsburgh firm of Meyer, Unkovic & Scott LLP. As a member of its litigation section since his start out of law school with the firm and the current vice-chair of its business and tort litigation practice group, he is a seasoned trial lawyer whose practice focuses primarily on complex business litigation matters, including representing companies and individuals on matters involving indemnification and insurance coverage. Recently, as co-lead counsel, he obtained a $12.8 million verdict after thirty days of trial in New Jersey state court against a client’s legacy insurance companies for damages related to the environmental cleanup of its former metals manufacturing site.
Mr. Hicks is a frequent speaker and author on a variety of issues involving business litigation. He has been invited to participate in several events sponsored by the Association of Corporate Counsel, including as a co-presenter on implementing an effective insurance bid program at the 2010 Annual Meeting and on electronic information retention and destruction policies and procedures at the 2008 Annual Meeting.
Mr. Hicks serves as co-chair of the litigation section of Meritas, an association of select independent law firms in principal cities worldwide. Mr. Hicks received a BA from the College of Liberal Arts at Pennsylvania State University and is a graduate of Wake Forest University School of Law.
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David Munn
General Counsel
Pramata Corporation
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David Munn is general counsel for Pramata Corporation, a provider of contracts intelligence systems and services that help companies organize, find, and manage contracts and contractual information.
Prior to joining Pramata he spent seven years with FICO, a data analytics and decision management company best known as the developer of FICO® credit scores, where his practice focused on software licensing and services contracts, as well as intellectual property, Internet, privacy, and advertising law. He also led several process reengineering initiatives and technology implementations relating to contracting and other processes. Previously he served as the first general counsel at Pella Corporation. He began his legal career in the Minneapolis office of Faegre & Benson (now Faegre Baker Daniels). Prior to law school he worked as a mechanical engineer for Monsanto and 3M.
He has been an ACC member for more than 20 years and has a longstanding interest in using technology to improve the practice of law, particularly in the areas of contract drafting and contract management. He also has a special interest in improving the quality of contract drafting. He has written articles and participated as a panelist in many seminars, including previous ACC Annual Meetings. He is the author of “Creating a Matter Management System Using Outlook® Public Folders,” ACCA Docket, July/August 2002. He is on the ACC’s Minnesota Chapters board of directors as well as serving as its treasurer.
Mr. Munn received a BS in mechanical engineering from Iowa State University and his JD from Yale Law School.
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Elizabeth Taylor
Executive VP and General Counsel
TIMCO Aviation Services, Inc.
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Elizabeth C. Taylor is the executive vice president and general counsel of TIMCO Aviation Services, Inc., one of the largest, independent aircraft maintenance, repair and overhaul (MRO) providers in the world, supporting global aircraft operators and owners with comprehensive aircraft care services. In that role, she manages all of the company’s legal matters and she has executive responsibility for the human resources and training functions. TIMCO’s corporate office is located in Greensboro, NC.
Prior to joining TIMCO, Ms. Taylor was a member of the law firm of Brooks Pierce McLendon Humphrey & Leonard, LLP, where she concentrated her practice in the areas of taxation and corporate transactions.
She has served as a member of the Grantmaking Committee for the Future Fund of Greensboro and pro bono legal advisor to several start-ups and nonprofits in the Piedmont Triad region of North Carolina.
Ms. Taylor received a BA from University of North Carolina – Greensboro and an MBA from the Babcock School of Management at Wake Forest University. She received her law degree from the University of North Carolina School of Law.
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Track: Corporate and Securities
403 - |
Maintaining Corporate Continuity in the Face of Shareholder Proposals: Frequent Assaults in This Year's Proxy Season and How to Fend them Off |
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Presented by the Corporate & Securities Law committee
Skill Level:
Intermediate
This panel will address how to maintain corporate continuity in the face of shareholder proposals to eliminate class voting for directors, updates on other 2012 common proposals and the newly minted directors' "exemption" under Rule 14a-8. Techniques for scrutinizing shareholder proposals for defects will be discussed, as well as procedural requirements for complying with proposals that must be put to a vote. The 2012 proxy season will be surveyed for the most typical shareholder proposals that made it onto the ballots, and the underlying substantive merits of keeping the status quo versus adopting changes will be explored.
Speakers:
Andrea Charters
Associate General Counsel
Rosetta Stone
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Andrea L. Charters is a vice president and associate general counsel at Rosetta Stone, Inc., the leading language learning software-as-a-service provider. Her practice focuses on enterprise-driven legal work for international business operations in China, Korea, Japan and the United Kingdom and on U.S. securities law.
Ms. Charters was an adjunct professor at Washington University School of Law in St. Louis, where she taught international business transactions and trade, and is a frequent speaker on international business, data protection, intellectual property and securities law topics.
She is an honors graduate of Yale University and Harvard Law School.
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David Lynn
Partner
Morrison Foerster LLP
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David M. Lynn is a partner in the Washington D.C. office of Morrison & Foerster, and is co-chair of the firm’s Global Public Companies practice. He is the former chief counsel of the Division of Corporation Finance at the U.S. Securities and Exchange Commission. Mr. Lynn's practice is focused on advising a wide range of clients on SEC matters, securities transactions and corporate governance. Mr. Lynn is widely regarded as a leading authority on the recently enacted Jumpstart Our Business Startups Act, as well as the corporate governance and executive compensation provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010.
Mr. Lynn was chief counsel of the Division of Corporation Finance from 2003 to 2007. Mr. Lynn initially served on the SEC staff as an attorney-advisor and subsequently as the special counsel in the Office of Real Estate and Business Services of the Division of Corporation Finance, where he formulated and implemented disclosure policies applicable to securities offering of real estate investment trusts and other real estate companies. While in private practice, Mr. Lynn advised clients on SEC investigations, securities transactions, mergers and acquisitions and corporate governance.
Mr. Lynn serves as the chair of the Subcommittee on Securities Registration of the ABA Business Law Section's Federal Regulation of Securities Committee.
Mr. Lynn received a Bachelors of Business Administration and Master of Science in Finance from Loyola College in Maryland, and a law degree from the University of Maryland School of Law.
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John Saia
Senior Counsel
McKesson Corporation
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John G. Saia is senior counsel at McKesson Corporation, a healthcare services and information technology company dedicated to making the business of healthcare run better. His responsibilities include securities regulation, mergers and acquisitions, treasury and corporate governance matters. He is also lead counsel for McKesson’s global sourcing division and serves as a board member for its employee political action committee.
Prior to joining McKesson, Mr. Saia was with the international law firm, DLA Piper US LLP. While at DLA Piper, he focused on capital market transactions and mergers and acquisitions, including counseling public and pre-public companies on the interpretation and application of disclosure and compliance rules under the federal securities laws. Prior to joining DLA Piper, Mr. Saia served as special counsel in the division of corporation finance at the U.S. Securities and Exchange Commission (SEC). As special counsel, Mr. Saia was actively involved in nearly every aspect of public reporting, including managing the SEC’s review of initial public offerings, proxies, mergers, tender offers, going-private transactions, periodic and current reports for compliance with the federal securities laws. While at the SEC, Mr. Saia received the Chairman’s 2002 Capital Markets Award for his work with the Section 21(a) Certification Task Force.
He currently serves as a board member of the Museum of Craft and Folk Art in San Francisco.
Mr. Saia received his bachelor degree from Santa Clara University and his law degree from George Washington University Law School.
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P. Bartlett Wu
Attorney
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Track: Employment and Labor
503 - |
The "New" NLRB: Activist Board or Rogue Agency? |
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Presented in cooperation with Constangy, Brooks & Smith LLP
Skill Level:
Basic
Over the past two years, the National Labor Relations Board engaged in rule-making for the first time in six decades. Through its new posting requirement for all employers, as well as its revisions to the pre- and post-election process, the NLRB is becoming an activist agency. This session will discuss key decisions issued by the NLRB, its rule-making and other agency actions that could have a critical impact on employers, particularly those who are non-union.
Speakers:
Sylvia Adams
Associate Chief Legal Officer
Adventist Health System
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Sylvia R. Adams is an associate chief legal officer for labor and employment for Adventist Health System, a not-for-profit, faith-based healthcare organization with 55,000 employees located in 12 states. Adventist Health System is headquartered in Altamonte Springs, FL. Her responsibilities include providing legal counsel to the organization at a corporate and facility level, handling early stages of litigation, and managing outside counsel throughout the litigation process.
Prior to joining Adventist Health System, Ms. Adams was a partner with Kiesewetter Wise Kaplan Prather, PLC, a labor and employment boutique firm, located in Memphis, TN. While at Kiesewetter Wise, she represented management exclusively, providing advice, attending administrative hearings before the Equal Employment Opportunity Commission, Department of Labor and National Labor Relations Board, as well as representing management in federal and state courts in litigated matters including discrimination and non-competition cases.
She currently is working with a team at Adventist Health System where they have recently launched a Medical Legal Partnership pilot program at one of its facilities. This Medical Legal Partnership offers pro bono legal representation to patients who have legal issues that impact their health.
Ms. Adams received a BA in English, cum laude and graduated with honors in general education from Atlantic Union College in South Lancaster, MA. She also graduated cum laude from the University of Minnesota Law School.
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Stephanie Blackman
Vice President, General Counsel, & Secretary
Closure Systems International
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Stephanie A.H. Blackman is vice president, general counsel and secretary for Closure Systems International Inc. (CSI). CSI manufactures and sells plastic closures and caps for the food, beverage, and other markets. CSI is a privately owned business operating in more than 30 countries. Ms. Blackman is responsible for all of CSI’s global legal functions, including commercial, labor and employment, corporate governance, real estate, and intellectual property matters, as well as litigation management.
Before going in-house, Ms. Blackman was in private practice for seven years, focusing primarily on labor and employment defense.
Ms. Blackman is on the ACC’s Indiana Chapter board of directors, volunteers frequently at her children’s school, and is an active member of her church.
Ms. Blackman received her BS in Broadcast Journalism with highest honors from the University of Illinois at Urbana-Champaign. She graduated from Vanderbilt University Law School, where she was elected to the Order of the Coif.
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Patrick McGlone
Senior Vice President, General Counsel
ULLICO Inc.
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Patrick McGlone is senior vice president, general counsel and chief compliance officer at Ullico Inc., an insurance and financial services company in Washington, D.C. The Ullico companies market insurance and investment products and services to labor unions, union-affiliated benefit plans, union members and retirees. He supervises a staff of nine attorneys, compliance professionals and support staff.
Mr. McGlone has previously held in-house positions at Mobil Corporation and U.S. Office Products, Inc. He served as a litigation attorney at the Federal Deposit Insurance Corporation and began his legal career at the law firm of Hunton & Williams.
He is active in numerous professional and civic organizations. He is the vice president of the Council for Court Excellence and a Fellow of the American Bar Association. He has served as finance officer and council member of the ABA’s section of individual rights and responsibilities. In the District of Columbia Bar, he has served as secretary and as chair of the Nominations Committee. Since 2009, he has served on the board of directors of Us Helping Us, People Into Living, Inc., a Washington, D.C. non-profit that provides HIV/AIDS services. Mr. McGlone received the Outstanding Community Service Award from the Washington Area Corporate Counsel Association in 2011 and the Chairman’s Award from Us Helping Us in 2001.
Mr. McGlone is a graduate of The George Washington University Law School (with High Honors) and a graduate of Fordham College (summa cum laude).
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Kimberly Seten
Partner
Constangy, Brooks & Smith
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Kimberly F. Seten, a managing partner with Constangy, Brooks & Smith, LLP, focuses her practice on helping employers proactively address workplace manners. Whether assisting in the development of workplace policies, investigation procedures and training materials, preparing employee handbooks and procedure manuals, conducting training for management, supervisors, and employees on workplace conduct, or advising on problem employees, she believes that the best way to minimize litigation in the workplace is to address issues before they become problems. When litigation arises, however, she represents clients before federal and state agencies as well as in the state and federal courts of Missouri and Kansas. She also works with employers to develop strategies for addressing union issues, including running union avoidance campaigns, negotiating collective bargaining agreements, administering labor contracts, and representing employers in unfair labor practice charges.
Recognized as a Rising Star in 2011 and 2012 by SuperLawyers, she is a frequent presenter throughout the United States. She is a contributing author of How To Take A Case Before The NLRB (2008) and has published articles in newspapers and trade publications. She is a past vice-chair of the Labor and Employment Committee of the Kansas City Metropolitan Bar Association and the current chair of the Heartland Labor and Employment Institute.
Ms. Seten received a BS from the University of Illinois and is a graduate of the University of Miami School of Law.
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Evan Turtz
Vice President and Deputy General Counsel-Labor and Employment
Ingersoll Rand
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Evan M. Turtz is the vice president and deputy general counsel-labor and Employment for Ingersoll Rand. Mr. Turtz is responsible for the legal function as it relates to labor/employment, employment litigation, immigration, pension/benefits and compensation for the global Company. Mr. Turtz is a member of Ingersoll Rand’s HR and legal leadership teams; the Sustainability Council; and the Progressive Diverse and Inclusionary Council. He also serves as the global data privacy officer for the company.
Mr. Turtz holds a BS from the University of Massachusetts at Amherst, a General Certificate from the London School of Economics and Political Science and a JD from Washington University School of Law, St. Louis, MO.
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Track: International
603 - |
Risks in Acquiring International Real Estate and Managing a Foreign Acquisition or Disposition |
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Presented by the Real Estate committee and the International Legal Affairs committee
Skill Level:
Intermediate
Attend this session to learn about the risks in acquiring international real estate and managing a foreign acquisition or disposition; compare and contrast US practices with those presented in foreign jurisdictions.
Speakers:
Craig Harmon
Attorney at Law
McGuireWoods LLP
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Craig Harmon is a partner at McGuire Woods, LLP, where he has practiced in the real estate department for more than 25 years. His practice has encompassed many facets of the commercial real estate industry, with a focus on acquisition, development and financing. Mr. Harmon routinely represents developers as well as investors (debt and equity). Since the late 1980's, his practice has included a substantial focus on international transactions, and he has worked on matters in most European countries, nearly all Central American countries and a variety of jurisdictions in the Caribbean Basin. Representations in these areas have covered the spectrum from raw land investments in developing countries to acquisition and disposition of operating business units of large multinational companies in industrialized nations. The industry sectors in which Mr. Harmon has represented clients in ex-US transactions include heavy industrials, food and beverage, hospitality, aquaculture, and large-scale residential development. His work has included several extended in-country engagements in Belgium, Jamaica and Honduras.
Though he practices mainly out of the McGuire Woods offices in Richmond, VA, Mr. Harmon spends significant time in the firm's New York offices. A native of Memphis, TN, Mr. Harmon received his undergraduate degree from University of Tennessee, and his JD from Emory University, where he was managing editor of the law review.
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Jason Maxwell
Corporate Counsel
Hines
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Jason Maxwell is the corporate counsel for Hines in Houston, TX. As the sole in-house attorney, he primarily serves the legal needs of Hines’ largest private and its public funds: the US Core Office Fund, Hines REIT and Hines Global REIT.
Hines is a real estate firm involved in real estate investment, development and property management worldwide. With offices in 110 cities in 18 countries, and controlled assets valued at approximately $22.9 billion, Hines is one of the largest real estate organizations in the world, and is a recognized world leader in sustainable real estate strategies and green building rating systems such as LEEDs.
Since his arrival, he has led the legal negotiation and successful acquisition of 71 Class A office, logistics, retail and other real estate assets with an aggregate purchase price of $6.35 billion, as well as the disposition of seven investments totaling $1.3 billion in the U.S., Russia, Australia, United Kingdom and Poland. He also oversees the corporate governance activities for the funds’ public boards and provides counsel with respect to funds’ ongoing portfolio management matters (a portfolio with 86 assets worth $8.2 billion covering 33.5 million square feet).
Prior to Hines, he was a corporate and securities partner in the Dallas office of Locke Liddell & Sapp (n/k/a Locke Lord), and a member of that firm's nationally regarded REIT team. He was the founding chairman of the ACC’s Real Estate Law Committee, and is a graduate of the Georgetown University Law Center.
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George Miller
General Counsel
Sigma Aldridge
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George Miller is the senior vice president, general counsel and secretary at Sigma-Aldrich Corporation, a global life sciences company were he directs the following functions: legal, intellectual property, ethics & compliance, risk management, environmental, health & safety, sustainability and government relations.
Prior to joining Sigma-Aldrich, Mr. Miller was with Novartis, the Swiss-based pharmaceutical and healthcare multinational, in a number of senior legal function roles including deputy general counsel and head of group legal based in Basel, Switzerland, executive vice president and general counsel Americas, general counsel of the Global Consumer Health Division and general counsel Japan. He joined Novartis from FedEx, where he was managing director and regional counsel based in Tokyo. Mr. Miller was in private practice with the Tokyo-based firm now known as Anderson Mori Tomotsune and with the Hawaii-based firm Carlsmith Ball.
He is a graduate of Georgetown University Law Center. Mr. Miller holds an Advanced Management Program certificate from INSEAD, a MBA from the Thunderbird, School of Global Management and a BA from the University of St. Thomas in St. Paul, Minnesota.
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Rodolfo Rivera
International Major Claims Counsel
Fidelity National Title Group
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Rodolfo Rivera is currently international major claims counsel for Fidelity National Title Group. Mr. Rivera manages all title claims outside of the United States. He was also responsible for implementing a business model that allowed Fidelity to service its existing customer base in over 50 countries. He was one of the key team members responsible for opening Fidelity’s Mexico operation as well as restructuring Fidelity’s Puerto Rico operations. His responsibilities include working with foreign counsel mitigating risk on real estate acquisition.
Prior to joining Fidelity National Title Group, Mr. Rivera was in private practice representing clients throughout Latin America and the Caribbean. Mr. Rivera is a graduate of Ohio Northern University and St. Louis University School of Law. At St. Louis University, he served as assistant managing editor of the St. Louis University Law Review. Mr. Rivera also studied international law at The Hague.
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Track: Technology
703 - |
Leveraging Technology to Defensibly Manage Electronic Records |
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Presented in cooperation with Jordan Lawrence
Skill Level:
Intermediate
Don't miss this session as tech-savvy panelists discuss how to leverage technologies to manage electronic records effectively. You must be able to locate records when tyou need them, ensure the consistent purging of obsolete information and comply with legal and regulatory requirements. These objectives can only be met by leveraging an electronic records management system. Learn practical steps in-house legal teams at large and small companies can take to lead a successful electronic records management program. The discussion will include a sensible and streamlined process for partnering with Information Technology counterparts to create and implement records retention rules and policies into a records management solution.
Speakers:
Marty Hansen
EVP Technology Group
Jordan Lawrence
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Marty Hansen is executive vice president, technology group at Jordan Lawrence, a leading solution provider for records retention, data privacy and information governance. He has over 15 years of experience in information technology and governance. He plays a key role in the development of technology that helps companies develop effective, defensible and cost effective information governance programs.
Mr. Hansen led a team in developing the Jordan Lawrence SharePoint Integration Feature, a proprietary product that integrates with SharePoint to automatically provision content types and records libraries within a client’s SharePoint site collection. He also led his team in the development of Jordan Lawrence’s Assessment for Records Risks™, which is the basis for Gartner, Inc.’s recognition of Jordan Lawrence as a Cool Vendor in Risk Management, Privacy and Compliance, 2011.
He is a Certified Information Privacy Professional (CIPP/IT) and frequent contributor and speaker in the legal, privacy and technology communities. Most recently he was a featured speaker on “Inside the Records Room” at the 2011 ARMA International Expo in Washington, DC and is a regular speaker at SharePoint Saturday events.
Prior to joining Jordan Lawrence, Mr. Hansen spent 10 years in the technology industry where he worked as a consultant to Fortune 500 Companies implementing enterprise resource planning (ERP) solutions.
He is a graduate of Indiana University’s Kelley School of Business.
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Chidi Ogene
General Counsel
InfiLaw Corporation
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Chidi Ogene is the general counsel and secretary of InfiLaw Corporation, a higher education management company headquartered in Naples, FL. His responsibilities include providing legal counsel to InfiLaw and its subsidiaries. He also is a member of the academic affairs team.
Prior to joining InfiLaw, Mr. Ogene was a partner in Gilbert LLP in Washington, DC, where he practiced commercial and corporate law. Before joining Gilbert LLP, he was an associate in the corporate finance group with Sullivan and Cromwell LLP, in New York and Washington, DC.
Mr. Ogene received a joint JD and MBA from Georgetown University, where he was a member of the Law and Policy in International Business Journal and a law and economics Fellow. Mr. Ogene also received an LLB from the University of Nigeria. He is a member of the Georgetown University Law Alumni Board, Nigerian Lawyers Association, National Black MBA Association, and the New York, Washington, DC, and Nigeria bars.
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Anthony Oliver
Sr. Attorney
Microsoft Corporation
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Tony Oliver is a senior attorney with Microsoft Corporation based in Redmond, WA. Mr. Oliver is legal counsel to Microsoft's CIO and the Microsoft IT (MSIT) department. His responsibilities include providing legal guidance to MSIT globally, including supporting legal compliance obligations related to privacy, data security and data management. In addition, Mr. Oliver provides general legal support for Microsoft's product registration security services and citizenship and public affairs teams.
Prior to joining Microsoft, Mr. Oliver was an attorney with the law firm of Davis Wright Tremaine LLP in Seattle, WA. While at DWT, he provided counseling to large multi-national companies related to technology licensing and services, financial services and commercial contracting.
Mr. Oliver received a BA from Denison University in Granville, OH and his JD from the Georgetown University Law Center in Washington, DC.
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Dean Van Dyke
Senior Group Manager, Business and Technology Solutions
Microsoft Corporation
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Dean Van Dyke is the head of Microsoft’s corporate records and information management team in the legal and corporate affairs department. In addition, he is a Certified Lean Six Sigma Black Belt, AIIM electronic records management practitioner, and SharePoint practitioner. His expertise includes development of policies and procedures, retention schedules, on and off-site storage considerations, change management, Lean Six Sigma implementation, curriculum development, project management, statistical analysis, team facilitation, balanced scorecards, capturing voice-of-the-customer and evaluation and implementation of technology solutions.
Mr. Van Dyke is an active member of ARMA International and the local ARMA Bellevue Chapter.
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Track: Law Department Management
803 - |
Crisis Management in Case Studies |
- Sold Out
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Presented by the Nonprofit Organizations committee
Skill Level:
Intermediate
In-house counsel need to be ready to jump in to help with crisis management - and an important part of crisis management is communication. Discover for-profit vs. nonprofit considerations, who the different stakeholders are, what risks (to share prices vs. fundraising, goodwill) arise when crisis strikes, and gain tips and experience from the field.
Speakers:
Bethany Bridgham
Associate General Counsel
American University
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Bethany J. Bridgham is the senior associate general counsel for American University in Washington, DC. She joined the Office of General Counsel from the Washington National Tax group at Price Waterhouse Coopers LLC. Ms. Bridgham focuses on tax, commercial and transactional matters, trusts and estates and environmental law for the University.
Ms. Bridgham received her AB from Smith College, JD from the Washington College of Law - American University, and a LLM (Taxation) from the Georgetown University Law Center.
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Hope Wachter
Interim General Counsel
Planned Parenthood
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Hope Wachter is the interim vice president and general counsel of Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund, PPFA’s advocacy and political arm. She joined Planned Parenthood from New York University, where she was associate general counsel. Prior to going in-house, she was in private practice with the law firms of Davis Polk & Wardwell, and Manatt, Phelps & Phillips, LLP, and she served as a law clerk to The Hon. Richard Owen, Senior District Judge, SDNY.
Hope holds a BA, magna cum laude, from Yale University and a JD from Columbia Law School, where she was a Harlan Fiske Stone Scholar.
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Caleb Weaver
Vice President
APCO Worldwide
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Caleb Weaver is a director in APCO Worldwide’s San Francisco office, where he provides strategic counsel in the areas of litigation and crisis communication, corporate responsibility and issues management. An attorney by training, Mr. Weaver brings to APCO several years of experience managing policy and communication issues for senior government officials at the state and federal levels.
Previously, Mr. Weaver served as the press secretary for the U.S. Department of Agriculture, where he co-managed a national network of press staff, developed the USDA’s communication strategies around major initiatives and served as the primary departmental spokesperson. Before joining USDA, Mr. Weaver was a senior adviser and communication director for the TARP Congressional Oversight Panel, where he worked closely with panel chair Elizabeth Warren on her efforts to help Congress and the public understand the economic crisis and evaluate the federal government’s response. Mr. Weaver began his career doing campaign and government work for the Missouri governor. He then went on to serve as the project manager for the State of Illinois’ I-SaveRx Program. After attending law school, he worked on the Obama campaign as a statewide communications director in Montana, Missouri and Rhode Island during the 2008 primary and general election. He also worked as an attorney at the law firm Sidley Austin after leaving USDA.
Mr. Weaver received his JD and graduated cum laude from Harvard Law School. He received a BA at Yale University.
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Track: Intellectual Property
Presented by the Intellectual Property committee
Skill Level:
Basic
This basics session will provide you with various inteleectual property tools, attributes of different types of IP, emerging issues checklists and issue-spotting checklists and best practices.
Speakers:
James Derry
Associate General Counsel & Chief Intellectual Property Officer
Arbitron Inc.
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James Derry is the associate general counsel and chief intellectual property officer for Arbitron Inc. (NYSE: ARB). Mr. Derry is responsible for many areas including international, privacy, litigation, antitrust, export, piracy, complex licensing, joint ventures, bankruptcy, corporate, M&A, data security, compliance, and IP. He leads Arbitron’s IP and competitive intelligence committees. He also serves on Arbitron’s business and strategy and senior leadership committees.
Prior to Arbitron, Mr. Derry worked as in-house counsel for Procter & Gamble Co. and MicroStrategy, Inc. He began his career with Dickstein Shapiro LLC as an IP associate.
Mr. Derry engages in many civic activities such as mentorship, Special Olympics, serving on the education committee for Friends of the National Zoo, and serving as a board member to Volunteer Fairfax. He is currently the president of APAFilm, Inc. and their board, a non-profit that organizes the annual Asian American Film Festival held in D.C.
Mr. Derry received a BS from the University of Illinois Urbana-Champaign. He received his JD and a certificate in IP from DePaul University College of Law where he served as an Article and Notes editor for law review and was a member of the Phi Kappa Phi honorary.
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Scott Forsyth
Senior Attorney
Microsoft Corporation
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Scott A. Forsyth is presently a senior attorney at Microsoft Corporation, based in Microsoft’s Mountain View, CA offices. He currently provides legal support for Microsoft’s manufacturing supply chain and information systems team. His primary focus is on technology licensing and commercial agreements.
Prior to joining Microsoft, Mr. Forsyth worked at 3Com Corporation, most recently as associate general counsel. While at 3Com, he handled a wide variety of commercial transactions, including technology licenses, development agreements and sales and procurement agreements. He also worked on numerous special projects, including 3Com’s China based joint venture with Huawei Technologies as well as the lead attorney in 3Com’s renaming of Candlestick Park to 3Com Park. Prior to joining 3Com, Mr. Forsyth was an associate with several law firms, most recently with the San Jose office of Coudert Brothers, a New York based law firm.
Mr. Forsyth has been a long time member of ACC and has been a frequent speaker including seminars sponsored by ACC as well as LES. He is currently the treasurer and a member of the ACC’s San Francisco Bay Area Chapter board of directors.
Mr. Forsyth graduated from Washington State University with a BA in Marketing and later obtained his JD from the UCLA School of Law.
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Sara Harrington
Sr. Director Legal-IP
LinkedIn Corporation
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Sara Harrington is the senior director legal-IP at LinkedIn Corporation based in Mt. View, CA. Her responsibilities include providing legal counsel to LinkedIn in matters related to intellectual property rights, privacy, licensing and products.
Prior to joining LinkedIn, Ms. Harrington was a partner in the technology transactions group of Wilson, Sonsini, Goodrich & Rosati based in Palo Alto, CA where she counseled emerging and mature companies on intellectual property and privacy matters and represented her technology clients in a variety of transactions, including licensing, outsourcing, acquisitions and commercial matters.
She is also an adjunct professor at Hastings School of Law in San Francisco where she teaches a seminar on intellectual property licensing.
Ms. Harrington received a BA from University of California, San Diego and obtained her law degree from Cornell Law School.
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Judy Powell
Partner
Kilpatrick Townsend & Stockton LLP
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Judy Powell has extensive experience in trademark infringement, unfair competition, and false advertising litigation in federal courts, as well as in opposition and cancellation proceedings before the trademark trial and appeal board. She has also litigated multiple issues involving website content and domain names, having secured hundreds of domain names for trademark owners. She also advises clients on trademark licensing matters and copyright issues.
Ms. Powell has served on the Internet Committee of the International Trademark Association for the past four years and has been the firm’s liaison to the Intellectual Property Committee of The Association of Corporate Counsel for the past eight years. She has been a frequent lecturer on trial strategy and Internet and trademark issues for the Institute of Continuing Legal Education and a teacher for the National Institute of Trial Advocacy program. Ms. Powell has also spoken at conferences and events for the Association of Corporate Counsel, the International Trademark Association, and the ABA forum on franchising.
Ms. Powell has been named in The Best Lawyers in America® for Intellectual Property Law for the past five years, as well as being recognized by the World Trademark Review 1000, and the Legal 500 US. In 2011, she was honored with the "Excellence in IP Award" by the Intellectual Property Committee of The Association of Corporate Counsel. Ms. Powell is AV® rated by Martindale-Hubbell.*
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Track: Litigation and Dispute Resolution
1003 - |
Straight Talk: In-house Litigation Tips and Management Techniques |
- Sold Out
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Presented by the Litigation committee
Skill Level:
Advanced
This advanced closed-door, open discussion session is designed specifically for CLOs, GCs, and DGCs. Lead by a panel of industry in-house experts and senior outside counsel, the interactive discussion will focus on how to manage a portfolio of cases, discuss settlement procedures and policies, and institutional approaches to arbitration fora and trial venue. The conversation will also include such topics as creating a budget process for litigation matters, staffing plans and supervision status, class action special issues, arbitration vs. litigation, special disclosure issues, matter management, e-billing and preserving and sharing work product among firms. You will work in teams to engage with other attendees and brainstorm better processes.
Speakers:
Jeffrey Firestone
Vice President
United Parcel Service
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Jeffrey Firestone is a vice president in UPS’s corporate legal department. He is coordinator of the department’s litigation and business development practice group, which includes responsibility for commercial litigation, IP litigation, sales, marketing and security support, bankruptcy and support of UPS’s franchise and retail operations. He also is responsible for legal aspects of UPS’s worldwide mergers and acquisitions activities and manages the legal department’s technology and administration groups, which includes firm and matter management, budgeting and billing systems and processes.
Before joining UPS, Mr. Firestone practiced law with Gibson, Dunn & Crutcher LLP in Washington, D.C. He serves on the board of directors of the Georgia Appleseed Center for Law and Justice. He received his undergraduate and graduate degrees from The University of Texas at Austin and his law degree from The George Washington University Law School. He also is a certified public accountant.
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Paul Friedman
Partner
Morrison Foerster
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Paul Friedman specializes in defending class action litigation, particularly securities, antitrust, and consumer cases, in courts across the country. He also specializes in conducting internal investigations on behalf of companies and Audit Committees (many of which are global in scope and focus on alleged price-fixing by cartels and Foreign Corrupt Practices Act issues). He co-leads the firm’s FCPA + Anti-Corruption Task Force. He frequently represents clients in SEC investigations.
In 30 years with Morrison & Foerster, he has represented a wide range of companies, including some of the largest global companies, audit and special committees, individual directors and officers, venture capital firms, investment banks, and law firms in investigations, securities class actions, derivative actions and regulatory matters.
Mr. Friedman has also been recommended in the 2007-2012 Best Lawyers in America directories for commercial litigation, and has been named to the Northern California Super Lawyers list as one of the top attorneys in California for 2004 through 2012.
Mr. Friedman first joined Morrison & Foerster and later became a partner. He has served as deputy chair (1987-1990) and chair (1990-1993) of the firm’s litigation department. He is the chair of The Morrison & Foerster Foundation, a member of the firm’s Executive Committee, Compensation Committee, and board of directors, and is a vice president of the Executive Committee of the Yale Law School Association.
Mr. Friedman was a member of the Phi Beta Kappa Honor Society at the University of California, Berkeley. He was also awarded the University Medal, the highest undergraduate honor at the University, presented to the most distinguished student in the graduating class.
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Track: Small Law Department
1103 - |
Eight Big Litigation Pitfalls of Companies that Don’t Get Sued Often |
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Presented by the New to In-house committee
Skill Level:
Intermediate
Many in-house legal departments don’t have lawyers who can act as full-time managers of company litigation. You may have to do your regular job and manage litigation on a part-time basis. If your company isn’t regularly engaged in litigation, it can inadvertently fall into a number of traps when litigation does arise. Learn how to anticipate and avoid them.
Speakers:
Debora Jones
Director of Product Strategy and Counsel
Lighthouse eDiscovery
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Debora Motyka Jones is counsel and director of product strategy at Lighthouse eDiscovery, a national eDiscovery consulting and services company. Ms. Motyka Jones provides legal counsel to Lighthouse, manages contract review and litigation as well as provides internal training on legal issues. She is also responsible for architecting the innovative products and services for Lighthouse and its portfolio of Fortune 500 companies and Am Law 100 law firms.
Prior to joining Lighthouse, Ms. Motyka Jones was a litigation associate at McNaul Ebel Nawrot & Helgren PLLC, a litigation boutique firm in Seattle, WA. Her practice included commercial, employment, and securities litigation, as well as legal malpractice defense. Prior to McNaul Ebel, she was a complex commercial litigation associate at Weil, Gotshal & Manges LLP in Washington, DC. Her practice included multi-million dollar commercial and securities litigation. While at Weil, Ms. Motyka Jones was recognized for her pro bono service.
Ms. Motyka Jones is the Seattle chapter director of Women in eDiscovery, the state board treasurer for the Washington Women Lawyers and the program chair for ACC’s New to In-House Committee. She speaks frequently on eDiscovery and litigation issues and is an instructor for the Organization of Legal Professionals.
Ms. Motyka Jones received a BA in Psychology from University of Washington and a JD from The George Washington University Law School.
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Press Millen
Attorney at Law
Womble Carlyle Sandridge & Rice, LLP
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Press Millen is a trial attorney at Womble Carlyle Sandridge & Rice in Raleigh NC. Mr. Millen has litigated a wide variety of antitrust and other complex business cases, including class actions, in federal and state courts throughout the United States. He has been named by Business North Carolina as one of its legal elite in both antitrust and litigation. Mr. Millen achieves success for his clients in litigation by being ready, willing and able to take those cases to trial.
Mr. Millen has represented both defendants and plaintiffs in antitrust and complex business cases, including Reebok, Microsoft, GlaxoSmithKline, Bayer, and MasterCard. Mr. Millen has also represented numerous clients in complex class actions including Abbott Laboratories, Eastman Kodak, Market America, Sears, and Air France. He regularly appears on behalf of clients in the North Carolina Court for complex business litigation, and he has litigated over a dozen trade secrets cases.
In addition to his legal work, Mr. Millen serves as the chair of his firm’s Client Development Committee. In that role, he created the first-ever law firm professional sales force. For that and other innovations, he was named Marketing Partner of the Year in the 2003, Elite Excellence in Legal Marketing Awards. Mr. Millen writes frequently on issues concerning law firm sales and marketing.
Mr. Millen earned an AB degree from Yale University and is a graduate of Duke University School of Law.
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Todd Silberman
General Counsel
Mesilla Valley Transportation
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Todd H. Silberman is general counsel for Mesilla Valley Transportation, an international logistics company, based in Las Cruces, NM, as well as its’ approximate 50 affiliate companies. His responsibilities include: advising directors, managers, and operations in corporate decisions, strategic planning, institution of preventative measures, management and handling of cases in all stages of litigation, advising on the handling of claims and settlements, supervise, coordinate and manage outside counsel, review, draft and negotiation of corporate contracts, employment law, customs issues, agency law, real estate transactions, formation of additional companies, drafting of company minutes and more.
Prior to that, he was vice president and general counsel for Express Carriers, an international trucking company and also had an office in which he was a general practitioner. His practice focused on the areas of corporate and business law, wills, real estate and litigation, acting as general counsel for small businesses.
Currently he serves on the council of the corporate counsel section of the State Bar of Texas, is chair of the Governance Council of the J Paul Taylor Academy, and also serves on the board for both the Albuquerque and El Paso Chapters of the FBI Citizens’ Academy Alumni Association. He is a former chair for the corporate counsel section of the State Bar of Texas, chair of the Small Law Department of ACC, and past president of the ACC’s South/Central Texas Chapter.
Mr. Silberman received a BA from the University of Florida and is a graduate of South Texas College of Law.
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Track: Finance
1303 - |
Optimize Lien and Bond Processes and Case Management to Boost Company Revenue |
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Presented by the Real Estate committee and the Financial Services committee
Skill Level:
Advanced
In the current construction climate, there are few low-risk, low-cost ways to enhance financial performance. One proven method is to increase the rate of payment on projects; yet many otherwise successful construction industry players are achieving less than optimal recovery. Learn how businesses can adjust internal practices to increase, potentially dramatically, the real value of their lien and bond portfolios while reducing legal risk. Explore balancing the use of outside counsel and in-house resources, adopting effective mechanisms to capture and process critical information and realizing efficient and cost-effective enforcement.
Speakers:
Paul Allen
Assistant General Counsel
Contech Engineered Solutions LLC
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J. Paul Allen is assistant general counsel at Contech Engineered Solutions LLC, a leading site solutions provider to the construction industry headquartered near Cincinnati, OH. With a background in litigation and as a member of a small, two-person legal department, Mr. Allen is intimately involved in Contech’s litigation, contract management, real estate, risk management and international business.
Prior to joining Contech, Mr. Allen worked at Frost Brown Todd in Cincinnati in their litigation department, including a one year secondment at GE Aircraft Engines. After that, he moved in-house to Fortune 500 steelmaker AK Steel Corporation in Middletown, OH.
He has been involved as the president of the alumni board of his law school, as an advisor to high school mock trial teams and as a judge for We The People constitutional law programs. He is also heavily involved supporting youth sports leagues and teams in his hometown.
Mr. Allen received a BA from Transylvania University in Lexington, KY, and is a graduate of the Chase College of Law at Northern Kentucky University.
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Dave Henry
Attorney at Law
Primerus
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David M. Henry is an AV-rated attorney with Kohner, Mann & Kailas, S.C., a business transactions, commercial finance and litigation law firm located in Milwaukee, WI. For more than 25 years, Mr. Henry has concentrated his practice on the resolution of construction, commercial bankruptcy and secured and unsecured commercial claims, including the perfection and enforcement of construction lien and payment bond claims through the United States.
Mr. Henry has represented a wide variety of construction businesses of all sizes. He has collected many millions of dollars by perfecting and enforcing construction lien and payment bond claims on projects for regional and national clients in matters across the country.
Prior to joining the legal profession, Mr. Henry was an award-winning journalist, and he worked as a daily newspaper reporter for the Miami Herald and the St. Petersburg Times.
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Mark La Fratta
Partner
McGuireWoods LLP
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Mark Joseph La Fratta has a wealth of experience on energy and industrial projects such as LNG facilities, power plants and food processing facilities, including EPC and other construction contracts, power purchase and tolling agreements, thermal energy contracts, equipment purchases, fuel contracts. He has represented the owners, lenders and customers of most every type of power generation project including hydro, biomass, coal, lignite, pet coke, nuclear, natural gas, waste fired, landfill gas, wind and solar (PV and CSP) varying in size from less than 1 MW to more than 2,000 MW.
He has negotiated more than 30,000 MWs of long-term power purchase and tolling contracts on behalf of the power purchasers and developers of such projects, as well as trading contracts using EEI, ISDA, NAESB and WSPP documents. He has represented both utilities and private developers before state commissions and the FERC for regulatory approvals and rate matters, RFP and bid preparations, and siting certificates. He has worked on the development, purchase and sale of inside-the-fence energy projects for industrials, including food production plants, warehouses, chemical plants and paper mills.
He also has experience with procurement of commercial users' purchased energy needs for everything from big box retailers to grocery store chains, and from bowling alleys to shopping centers and large industrial users.
Mr. La Fratta is a graduate of the University of Notre Dame (BA in government and international studies) and the Marshall-Wythe School of Law of the College of William and Mary (JD). He has been named in the "Best Lawyers in America," of Woodward/White, Inc.
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Jack O'Neil
Senior Consulting Counsel
Western Group, Inc.
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John W. (Jack) O’Neil is the senior consulting counsel, and was general counsel for Western Construction Group, Inc. Western Construction Group, Inc. is headquartered in St. Louis, MO. Prior to joining Western, he was in private practice in St. Louis.
Mr. O’Neil served as president of ACC's St. Louis Chapter. He is active in the Forum on the Construction Industry of the American Bar Association and is a Steering Committee member for Division 11, In-House Counsel.
He is a graduate of Saint Louis University School of Law.
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7:15 AM
- 8:45 AM
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Compliance & Ethics Committee Business Meeting |
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Environmental & Sustainability Committee Business Meeting |
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Financial Services Committee Business Meeting |
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Insurance Staff Counsel Committee Business Meeting |
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Intellectual Property Committee Business Meeting |
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Sports & Entertainment Committee Business Meeting |
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8:00 AM
- 9:00 AM
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A special thank you to Norton Rose Canada LLP for sponsoring this breakfast.
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9:00 AM
- 10:30 AM
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Track: Driving Change
104 - |
Outside Counsel Management - Using Value-based Fee Structures to Align Risks and Rewards |
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Skill Level:
Intermediate
If you’re ready to move away from the billable hour as your default fee basis and adopt fee structures that will motivate your firms to help achieve your business objectives, this session will give you some practical guidance. We’ll give you some factors to consider in setting fees, and some of the 2012 ACC Value Champions will share their approaches to setting fee arrangements that reduce spending, improve predictability and achieve better legal outcomes.
Speakers:
Stephanie Aferiat
Senior Counsel, Employment Law
The Home Depot
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Stephanie Aferiat is senior counsel for The Home Depot, based in Atlanta, GA. Her practice focuses on labor & employment law and litigation. Her responsibilities include managing a team of attorneys and paralegals who handle regular and class employment litigation, high-profile EEOC matters, claims, and counseling issues. She plays a lead role in instituting alternative fee arrangements and value-based billing throughout the legal department.
Prior to joining The Home Depot, Ms. Aferiat spent time with the Atlanta office of the law firm, Paul, Hastings, Janofsky & Walker LLP, again specializing in employment law.
Ms. Aferiat received her undergraduate degree from Duke University and is a graduate of the Duke University School of Law.
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David Grumbine
Senior Counsel
Whirlpool Corporation
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David Grumbine joined Whirlpool Corporation to create and manage an in-house claims function. Prior to joining Whirlpool he was a law firm partner and practiced in St. Joseph and Benton Harbor, MI. He was instrumental in leading the development of Whirlpool’s national counsel approach to dispute resolution. This innovative approach converged national litigation coverage to a strategically selected five law firm partnership (virtual law firm approach). Canadian national counsel was recently selected, through a competitive process, to expand the virtual law firm approach to all of Canada. This approach has saved Whirlpool upwards of $20 million dollars in dispute resolution administrative cost.
Mr. Grumbine leads the Dispute Resolution Group of the law department as its senior litigation counsel, a 30 person in-house defense team that is responsible for the management of litigation and claims activity filed against Whirlpool.
Mr. Grumbine served for many years on the board of directors of the Product Liability Advisory Counsel and served as its chairman from 2005-2006. He also served as past vice president, corporate, for the Defense Research Institute and previously served on its board of directors. He recently completed serving as the president of the Berrien County (Michigan) Bar Association from 2010 to 2011.
Mr. Grumbine has lectured on litigation/case management at the Defense Research Institute, the Product Liability Advisory Council, and the American Bar Association conferences. He has lectured at the law schools of Georgetown University, University of Georgia, Drake University and the University of Notre Dame, and as a business law instructor for Central Michigan University.
Mr. Grumbine received his BS from the University of Evansville in Indiana and his JD from Thomas M. Cooley Law School in Lansing, Michigan. He also spent a year of international study at Harlaxton College, Grantham, England.
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Catherine Moynihan
Director of Legal Management Services
Association of Corporate Counsel
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Greg Petouvis
Senior Group Manager & Senior Counsel
Target
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Greg Petouvis is a senior group manager and senior counsel in Target Corporation’s employee and labor relations department. His responsibilities include leading the teams responsible for diversity analytics, Hispanic relations, and ER operations. In addition, Mr. Petouvis manages Target’s complex litigation and EEOC systemic investigation defense efforts.
Prior to joining Target, Mr. Petouvis worked as an associate at Hogan & Hartson LLP (now Hogan Lovells). While at Hogan, Mr. Petouvis counseled employers regarding employment and labor law issues, and represented clients in litigation and administrative proceedings in matters involving employment discrimination, the protection of proprietary business information, employee benefits, and contractual disputes.
Mr. Petouvis received a BS in industrial and labor relations from Cornell University, and is a graduate of the University of Virginia School of Law.
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Todd Schnell
Vice President -- Senior Associate General Counsel
RBC Capital Markets Corporation
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Todd W. Schnell is vice president – senior associate general counsel for RBC Capital Markets, LLC, a wholly owned subsidiary of the Royal Bank of Canada. In this role, he is primarily responsible for oversight of all employment related advice, litigation, and related matters for RBC's US operations, including wealth management, capital markets, banking, and insurance. He advises senior management and human resources professionals on a broad range of additional legal issues, including litigation avoidance, litigation strategy, early dispute resolution, risk management, and merger and acquisition activities.
Prior to joining RBC, Mr. Schnell was senior counsel for Dorsey & Whitney in Minneapolis, MN. In that position, he provided counsel on labor and employment matters, noncompetition and other restrictive covenant matters, and merger and acquisitions.
Mr. Schnell received his BS in Industrial Engineering from North Dakota State University and his JD from the University of Minnesota School of Law.
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Track: Compliance and Ethics
204 - |
Doing Business in Difficult Countries: What Would You Advise in this Scenario? |
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Presented in cooperation with Gowling Lafleur Henderson LLP
Skill Level:
Intermediate
Listen in as experienced FCPA and white-collar experts describe a series of real-life scenarios that may arise when doing business in corruption-prone countries. Participate in a discussion of available responses for you and your company. Learn how to handle specific requests from foreign government officials, deal with due diligence red flags, manage travel expenses and per diems, and address charitable donations and community development initiatives. Don't wait until one of these scenarios presents itself at your door. Come learn how seasoned practitioners have advised corporations in these very situations.
Speakers:
Jay G. Martin
Vice President, Chief Compliance Officer and Senior Deputy General Counsel
Baker Hughes
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Jay G. Martin is the vice president, chief compliance officer and the senior deputy general counsel for Baker Hughes Incorporated (“BHI”). Prior to joining BHI, Mr. Martin was a shareholder at Winstead Sechrest & Minick P.C., a partner at Phelps Dunbar and Andrews & Kurth, and the assistant general counsel of Mobil Oil Corporation’s worldwide exploration and production division in Fairfax, VA. Mr. Martin has also served as general counsel of Mobil Natural Gas, Inc. in Houston, TX. Mr. Martin holds JD, MPA and BBA degrees from Southern Methodist University in Dallas, TX.
While in private practice, Mr. Martin was engaged in a wide variety of domestic and international energy transactions, and regulatory matters for natural gas exploration and producing companies, oil field service companies, marketers, pipelines and refiners. Mr. Martin’s practice involved such diverse matters as participating in generic federal and state restructuring proceedings in the natural gas and electric industries, drafting virtually every type of domestic and international oil and gas agreement, working on mergers and acquisitions, asset acquisitions and divestitures, handling a significant number of energy lending transactions including but not limited to mezzanine and conventional production based financings and work-out situations, and advising clients on a wide variety of natural gas marketing and processing matters. Mr. Martin also regularly handled problems for clients arising under the Foreign Corrupt Practices Act, the U.S. Economic Sanctions Laws and Arab Boycott Regulation. In addition, Mr. Martin developed broad experience in crisis management, designed corporate compliance programs for clients, and conducted many types of internal investigations for clients.
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Suzanne Rich Folsom
Chief Regulatory & Compliance Officer and DGC
ACADEMI LLC
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Suzanne Rich Folsom is the senior vice president, chief regulatory and compliance officer and deputy general counsel at ACADEMI, where she is establishing a best-in-class governance program for this leading defense security provider. Ms. Folsom is an expert in regulatory and compliance risk management and corporate governance. She has proven executive leadership skills at the world's largest and most diverse corporations and international organizations including AIG, the World Bank Group, the United Nations, O'Melveny & Myers LLP and Cadwalader, Wickersham & Taft LLP, and with the US Government as well as the Hashemite Kingdom of Jordan.
Previously, Ms. Folsom was recruited by AIG to lead the regulatory and compliance team and install a best-in-class regulatory and compliance program, helping to remediate the company’s material weaknesses. Ms. Folsom and her team were widely praised by international regulators for their extraordinary efforts during a time of heightened concern over the global financial crisis. Earlier Ms. Folsom served as the counselor to the president of the World Bank Group, director of the Bank’s U.S. affairs and later director of its department of institutional integrity. She also served as the chief of staff to the Queen of Jordan, special assistant to Barbara Bush, and chief of staff to the co-chairman of the Republican National Committee, Maureen Reagan.
Ms. Folsom was educated at Duke University and Georgetown University Law Center. She has contributed to the global community through extensive volunteer and board work with Duke University and a number of international organizations focused on children, health and governance.
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Kristine Robidoux
Partner
Gowling Lafleur Henderson LLP
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Track: Contracts and Negotiations
304 - |
The Ink Is Dry. Now What? Fulfillment of Sponsorship Contracts in Sports & Entertainment |
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Presented by the Sports & Entertainment committee
Skill Level:
Intermediate
Your client just finalized a deal to sponsor a team, venue, league or personality. Now it is time to begin activating. What does your client need to know to get all the benefits of their agreement? What could go wrong? How can you help make the sponsorship a success for everyone? Our panel of experts walk you through the process of managing sponsorships from sponsorship agreement execution to expiration!
Speakers:
Mary Mansfield
General Counsel
Naval Academy Athletic Association
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Mary Mansfield is general counsel and the only in-house lawyer for the Naval Academy Athletic Association, an Annapolis, MD non-profit 501(c)(3) association whose mission is to administer the intercollegiate varsity athletics program of the United States Naval Academy.
One of only four NCAA independent (non-conference) Division IA football programs, Navy handles all of its marketing, media and sponsorship rights in-house. Ms. Mansfield writes, negotiates, administers and approves over 150 contracts per year, including deals for athletic apparel, television and radio production and broadcasts, Bowl games, NFL stadium rentals for “home” games against Army, Notre Dame, and Ohio State, performer appearances, air charters, software and web placement, stadium vendors, suite rentals, golf course vendors, and over 60 local, national and international sponsorship agreements.
Ms. Mansfield is an active duty Marine Corps officer spouse, and has lived all over the country the past 15 years. Her past sports experience includes stints with the NHL’s Anaheim Ducks and the San Diego Padres’ California League affiliate.
A Southern California native, Ms. Mansfield received a BA from the University of California, Riverside, and a JD from the University of California, Davis.
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Kathleen Rodin
Assistant General Counsel
Anaheim Ducks & Honda Center
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Kathleen D. Rodin serves as assistant general counsel for Anaheim Ducks Hockey Club, LLC. She also serves as assistant general counsel for Anaheim Arena Management, LLC (manager of the Honda Center, located in Anaheim, California) and The Rinks (operator of roller and ice rink facilities in Orange County, California). Her responsibilities include drafting and negotiating sponsorship agreements, premium seating agreements, concession agreements, ticketing agreements, event agreements, managing litigation, handling real estate matters and providing legal counsel to the executives and staff of the Ducks, Honda Center and The Rinks.
Previously, Ms. Rodin worked for a law firm based in Southern California that specializes in real estate litigation and serves as general counsel to a number of prominent companies her area.
Ms. Rodin received a BS from Chapman University and a JD from Chapman University School of Law. She is an active member of ACC’s Southern California Chapter and serves on the board of the ACC Sports and Entertainment Committee.
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Robert Simmons
Assistant General Counsel
Molson Coors
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Rob Simmons was appointed recently as assistant general counsel at Molson Coors in Denver, CO, where he is responsible for providing legal and business counsel to global business units tasked with taking the Molson Coors family of beer brands to new markets worldwide. Previously at MillerCoors, Mr. Simmons was responsible for negotiating, drafting and executing the company's sponsorship agreements for a myriad of teams in all major sports as well as for concerts, festivals and special events across a wide spectrum.
Prior to joining MillerCoors, Mr. Simmons spearheaded the international market entry into India and Southeast Asia for Sunrider International, a consumer packaged goods company, addressing foreign compliance, product registration and corporate structure issues. In addition, he spent three years managing the legal affairs within a ten-state region for U.S. Smokeless Tobacco, where he counseled business units on antitrust, commercial and employment litigation risks and acted as the direct legal contact for sales, marketing, and government-relations teams.
Mr. Simmons received a BA from Dartmouth College and a JD from the University of Virginia.
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Track: Corporate and Securities
404 - |
When Nobody Knows What the Company is Expected to “Know:" Defending Corporate Designee Depositions in Challenging Circumstances |
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Presented in cooperation with Miles & Stockbridge P.C.
Skill Level:
Advanced
Fed.R.Civ.P. 30(b)(6) depositions require a designated witness to testify on behalf of a corporation. Often, particularly in toxic tort and environmental cases, the relevant issues relate to products designed and sold, or operations at facilities, occurring many decades before. Acquisitions, divestitures and liquidations occurring in the intervening time make the collection of relevant information even more difficult. Learn about defending corporate designee depositions when there are no available witnesses personally familiar with the deposition topics; as well as strategies to attack or limit such depositions and practical advice on how to select and prepare a witness if one is required.
Speakers:
Joseph Hovermill
Principal
Miles & Stockbridge P.C.
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Joe Hovermill chairs the product liability and mass torts group at mid-Atlantic based Miles & Stockbridge P.C. His practice focuses on the defense of manufacturers in complex civil litigation involving toxic torts, product liability, environmental issues and class actions. He coordinates such litigation nationally for several of his US and foreign-based manufacturer clients.
In connection with toxic tort and environmental litigation, he has personally conducted and/or supervised numerous forensic investigations relating to discontinued product lines or divested operations, accumulating and digesting available historic documents and locating and interviewing/deposing living witnesses. Mr. Hovermill has developed the available corporate knowledge relating to key issues in toxic tort and environmental matters and prepared and defended numerous corporate designee witness depositions relating to such topics and the corporation's efforts to locate available documents and information for such testimony.
Mr. Hovermill is a regular speaker and writer on issues relevant to his practice and is an active member of the Defense Research Institute and the International Association of Defense Counsel.
Mr. Hovermill received his BA from the University of Maryland Baltimore County and is a graduate of the University of Maryland School of Law.
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Mary McLemore
Senior Counsel, Litigation
Georgia-Pacific LLC
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Ted Morris
Assistant General Counsel and Assistant Secretary
Stanley Black & Decker, Inc.
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Theodore C. Morris is assistant general counsel and assistant secretary of Stanley Black & Decker. Since joining Stanley, Mr. Morris’s responsibilities have included, among other things, management of the company’s worldwide litigation.
Prior to joining Stanley, Mr. Morris spent over eight years as a trial lawyer with the law firms of Day, Berry & Howard (n/k/a Day Pitney) and Hebb & Gitlin (n/k/a Bingham McCutchen), in Hartford, CT. Mr. Morris left private practice to assume the position of vice president, general counsel and secretary of Farrel Corporation (a publicly traded manufacturing company in Ansonia, CT), and later, he served as counsel in the commercial lines law department of Travelers Property Casualty. At Farrel, Mr. Morris was responsible for all legal issues relating to the company, including SEC compliance, intellectual property, employment, environmental and the company’s product liability docket. At Travelers, Mr. Morris managed several hundred million dollars worth of insurance coverage and bad faith litigation, including product liability matters.
Mr. Morris graduated magna cum laude from the University Of Connecticut School Of Law.
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Diana Reed
Senior Counsel, Litigation
PPG Industries, Inc.
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Diana L. Reed is senior counsel for PPG Industries, Inc. in Pittsburgh, PA. Her responsibilities include management of toxic and environmental tort litigation, counsel for product stewardship functions, and management of litigation hold and e-discovery activities.
Prior to joining PPG, Ms. Reed was a partner in the Pittsburgh law firm of Thorp, Reed & Armstrong.
Ms. Reed received an AB from Bryn Mawr College, and her law degree from Temple University School of Law where she was editor-in-chief of the Temple Law Quarterly. She served as law clerk to the Hon. Maurice B. Cohill, Jr. of the United States District Court for the Western District of Pennsylvania.
Ms. Reed is a trustee of Washington & Jefferson College in Washington, PA and a member of the board of visitors of Vanderbilt Divinity School.
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Track: Employment and Labor
504 - |
Employment Law Update |
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Presented by the Employment & Labor committee
Skill Level:
Basic
It's been another busy year in employment law! Come hear what's new -- and what challenges your organization now faces -- in the expanding laws and regulations governing the workplace. The focus will be on US employment law, but the speakers will be sure to cover any hot cross-border issues.
Speakers:
David Berndt
Attorney
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Dave Berndt is the director of employment compliance at Walmart. He is responsible for all wage and hour, EEO and related matters throughout the company.
Prior to Walmart, Mr. Berndt worked as in-house legal counsel for several employers including Terex, a global manufacturer; Boston Medical Center; One Communications (a telecommunications service provider); and Ford Motor Company.
Mr. Berndt has also been very active as a volunteer. For over four years, he has served as the co-chair of the policy committee for the ACC Employment and Labor Law Committee. In addition, he has been the chair and a board member of the New Hampshire chapter of the American Red Cross.
Mr. Berndt received his law degree from Brigham Young University. He also has a master's in communications from the University of Michigan and a bachelor's in business and risk management from California State University, Fresno.
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Jennifer Deitloff
Senior Counsel
ConAgra Foods, Inc.
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Jennifer R. Deitloff is an attorney specializing in labor and employment and immigration matters. Ms. Deitloff is senior counsel for ConAgra Foods, Inc., where she advises the company on labor, employment and immigration related matters including litigation management, administrative proceedings, employment, labor and immigration compliance and day-to-day legal advice.
Prior to joining ConAgra, Ms. Deitloff worked as an attorney at McGrath North Mullin & Kratz, PC LLO in the firm’s labor and employment group. She represented management interests with respect to labor and employment and immigration matters including litigating matters in state and federal courts and handling arbitrations.
She is a member of the American Bar Association, the Association of Corporate Counsel, the Minority Corporate Counsel Association, the Federal Bar Association, the American Immigration Lawyers Association, and the Nebraska Bar Association.
Ms. Deitloff received a bachelor’s degree in communication studies from the University of Nebraska and a JD from the University Of Nebraska College Of Law.
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Peter Moskowitz
Partner
Jackson Lewis LLP
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Peter C. Moskowitz is a partner in the New York, NY office of Jackson Lewis LLP. Mr. Moskowitz specializes in employment litigation and counseling. He has defended employers and litigated actions pending before federal and state courts and agencies involving gender, race, disability, pregnancy, and national origin discrimination, FMLA, ERISA, §1981, FLSA, wage and hour, retaliation, restrictive covenant, non-solicitation and sexual harassment claims.
Mr. Moskowitz’s practice includes counseling clients concerning all aspects of their employment relationships, including preventive strategies and compliance with applicable statutes and regulations. In addition to single plaintiff cases, Mr. Moskowitz represents employers in complex litigations involving multiple plaintiffs as well as class and collective actions. He has conducted trials before federal and state judges, administrative agencies and FINRA, NASD and AAA arbitration panels. He has argued before the Second Circuit Court of Appeals, the First Department of the Appellate Division of the State of New York and the Ninth Circuit Bankruptcy Panel.
Mr. Moskowitz received his undergraduate degree in economics from Northwestern University and graduated cum laude from Fordham Law School where he was a member of the Fordham Law Review. He is a member of the New York State bar. Mr. Moskowitz is a member of the Association of the Bar of the City of New York.
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Gregory Watchman
Associate General Counsel
Freddie Mac
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Gregory R. Watchman is associate general counsel for employment law at Freddie Mac in McLean, VA. He has 26 years’ experience in the field of employment law and policy, and is active in the Association of Corporate Counsel and its local Washington, D.C., area chapter (WMACCA).
Previously, Mr. Watchman served as a senior OSHA official at the U.S. Department of Labor, and as labor counsel to the labor committees in the U.S. Senate and House of Representatives. Mr. Watchman also practiced employment law with the national firms Paul Hastings and Morgan Lewis.
Mr. Watchman is a graduate of Cornell Law School and Williams College.
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Track: International
604 - |
The Wild, Wild West (and East and North and South): Legal Risks in the Frontier Markets |
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Presented in cooperation with Kroll
Skill Level:
Advanced
US companies now are looking beyond emerging markets such as Brazil, Russia, India and China to the “frontier markets:” such countries as Angola, Congo, Iraq’s Kurdistan region, Mongolia and Burma. While they may have different attractions – energy or mineral resources or nascent consumer classes -- the new investment destinations have one thing in common: lots of risk. They typically have elevated levels of fraud and corruption, as well as political insecurity and instability; they all score poorly on Transparency International’s Perceptions Index. Learn how US companies can mitigate FCPA and other risks -- including the safety of your employees -- in frontier markets, and what unique challenges you will face in conducting investigations there. Focus on issues of employment, privacy and other laws in countries with immature legal systems, security considerations and political interference.
Speakers:
Milt Bearden
President; Retired Senior CIA Officer
Asia-Africa Projects Group
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Milt Bearden retired from the Central Intelligence Agency in 1994 from the CIA’s clandestine services where he rose through the ranks to become one of CIA’s most senior officers. In the spring of 1986, he took charge of the CIA Covert Action supporting a flagging Afghan Resistance in its battle against occupying Soviet forces. For his service in Afghanistan, he was awarded the Distinguished Intelligence Medal.
From 1989-92, Mr. Bearden directed the CIA’s clandestine operations against a decaying Soviet Empire. During this period he was awarded the CIA’s unique Donovan Award. He wound up his CIA career as the CIA Chief in Bonn where he worked with a newly reunified Germany in dealing with its Cold War legacy. For his service in Germany, he was honored with the Federal Cross of Merit.
Mr. Bearden served as a senior advisor to the Department of Defense Task Force for Business and Stability Operations, and is president of Asia-Africa Projects Group, LLC. Mr. Bearden’s current focus is on Afghanistan’s vast mineral resources, and he has formed a blue-chip mining consortium to begin operations in late 2012.
Mr. Bearden is the author of The Black Tulip, a novel of war in Afghanistan. He is a consultant for CBS News, and is co-author of the award-winning The Main Enemy, a non-fiction account of the end of the Cold War.
He is a graduate of the University of Texas at Austin, with a BA in Linguistics, and of the Yale University Institute of Far Eastern Languages (Mandarin Chinese).
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Cecilia Gardner
President, CEO and General Counsel
Jewelers Vigilance Committee
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Cecilia L. Gardner is currently the president, CEO and general counsel of the Jewelers Vigilance Committee (JVC), a not-for-profit trade association dedicated to compliance with laws pertaining to the jewelry industry. In addition, she also holds the position of general counsel to the World Diamond Council, an international association whose purpose is to end the trade in conflict diamonds. Ms. Gardner is a member of the board of directors of the Women’s Jewelry Association and the board of directors of the Manufacturing Jewelers and Suppliers of America. She also serves as general counsel and director of the United States Kimberley Process Authority Institute and on the President’s Council and Executive Committee of CIBJO, an international confederation of jewelry associations.
Ms. Gardner’s professional career has included positions as an examining attorney with the Department of Investigation of the City of New York, and as a federal prosecutor at the Office of the United States Attorney for the Eastern District of New York. As an Assistant United States Attorney, she specialized in narcotics, money laundering, organized crime and white-collar cases. Her positions included appointments as the deputy chief of the narcotics unit and as attorney-in-charge in the Long Island office. Her work encompassed numerous international investigations and prosecutions. Ms. Gardner was an adjunct professor at Hofstra University School of Law, where she taught international criminal law and advanced criminal procedure.
Ms. Gardner is a graduate of Smith College and Hofstra University School of Law.
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Melvin Glapion
Managing Director
Kroll Advisory Solutions
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Melvin Glapion is a managing director with Kroll Advisory Solutions and leads a team of subject matter experts in the London office. He has over 16 years’ of experience in M&A, corporate strategy and financial analysis, leading multi-disciplinary and multi-jurisdictional teams in conducting cross-border market entry, due diligence and competitive intelligence engagements.
Previously, Mr. Glapion has held roles within KPMG’s Transaction Services Strategy team, Merrill Lynch’s Investment Banking Group and EADS’ Strategic Planning division.
He holds a BS in management from Tulane University and an MBA from Harvard Business School.
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Daniel Karson
Senior Counsel
Kroll Advisory Solutions
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Daniel E. Karson is chairman, Americas, and senior counsel of Kroll Advisory Solutions based in the New York office. He has more than 35 years’ experience directing investigations of business crimes and regulatory violations. His practice areas include major fraud investigations, the Foreign Corrupt Practices Act, litigation support, contests for corporate control, internet crimes, crisis management, asset searches, product counterfeiting and due diligence.
Mr. Karson launched Kroll’s European operations, opening its London office and serving as its first managing director. He also opened Kroll offices in Boston and Philadelphia, and served as Kroll’s general counsel for eleven years.
Prior to joining Kroll, Mr. Karson was general counsel and assistant commissioner of the department of investigation of the City of New York, where he conducted major fraud investigations. At DOI, he was also the first director of New York City’s inspector general program and supervised the internal investigations offices of 24 mayoral agencies. Previously, he worked as an assistant district attorney for Bronx County, serving as chief of narcotics investigations.
Mr. Karson received a BA from Ithaca College and is a graduate of New York University School of Law.
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Track: Technology
704 - |
Software as a Service and Cloud Computing: What Are They and What Should You Watch Out For? |
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Presented by the IT, Privacy & eCommerce committee
Skill Level:
Intermediate
SaaS and Cloud Computing: What are they? What are the potential problems, and how do you avoid them? What are the benefits? Attend this session to learn answers to those questions and more, such as when these approaches are practical and cost effective; and what to include in the agreement, especially with regard IP ownership and data security. Learn such new vocabulary as “9s,” “SLAs,” “response times” and “penalties”? Prepare yourself for efficient negotiations with providers and customers.
Speakers:
Karen Boudreau
Attorney
Self
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Karen Boudreau most recently has been in-house counsel for a variety of companies including IBM, Oracle, GAP, Sony Electronics, Gateway and Iomega, and consulted to Reebok, Hasbro, and Marshalls. She was also group counsel, Americas for Websense, Inc.
She has lectured on a variety of technology law topics including technology acquisition, software licensing and e-commerce and she has published several articles in the ACC Docket.
She received her JD from George Washington University with honors and her BA from the University of Maine with high honors and highest distinction.
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Patrick Jones
Vice President, Associate General Counsel
Fidelity Investments
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Patrick R. Jones is vice president, associate general counsel for Fidelity Investments in Boston, MA. His responsibilities include providing support and advice to all Fidelity business units on technology contracts and strategic partnerships, licensing and global technology law issues, patents, trademarks, copyrights, trade secrets, e-business and social media law, privacy and data protection, intellectual property dispute resolution, and information security.
Prior to joining Fidelity Investments, Mr. Jones was a partner with the law firm of Gesmer Updegrove LLP, in Boston, where he provided counsel on business law and intellectual property matters, including a wide-ranging experience in the negotiation of complex domestic and international licensing and technology transfer agreements and intellectual property strategic planning.
He currently serves as a volunteer member of the board of directors for Worcester Education and Care, Inc., a provider of affordable education and childcare services to the underprivileged, and a corporator for the Red Cross of Central Massachusetts. He is the past chair of the WPI Venture Forum and currently is an emeritus executive board member of that organization.
Mr. Jones received a BA with honors from the College of the Holy Cross and is a graduate of the Boston University School of Law.
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Jennifer Schlosstein
Associate General Counsel
Walmart
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Jennifer B. Schlosstein is associate general counsel with Wal-Mart Stores, Inc. in Bentonville, AR in its ISD & intellectual property legal group. She supports Walmart's information systems division (ISD) on domestic and international legal matters.
Ms. Schlosstein's responsibilities include providing strategic legal advice on commercial, information technology (IT), technology transactional, licensing and intellectual property (IP), cloud computing, software development and licensing (enterprise, subscription, ASP), mobile technology, and operational matters. This work includes overseas outsourcing, strategic sourcing and procurement, IT vendor, telecommunication, equipment, and IT consulting contracts and legal issues. Ms. Schlosstein advises on OEM-related contracts and data center agreements. Her work also includes advising on audiovisual media and recording issues, open source software matters, and commercial disputes.
Prior to joining Walmart, Ms. Schlosstein was senior corporate counsel with Expedia, a publicly-traded online travel company. There, she structured and negotiated complex technology, IT, outsourcing, cloud computing, and licensing and IP contracts, managed the patent portfolio, and supported the chief technology officer. She also advised on open source software use and supported the real estate group. Before Expedia, Ms. Schlosstein was in-house counsel with SumTotal Systems (a publicly-traded Paul Allen software company), Western Wireless, and Simpson Investment Company. She began her legal career with Bogle & Gates law firm in Seattle, WA.
Ms. Schlosstein received her BA in English from the University of Washington, and her JD from the University of Wisconsin Law School.
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A. J. Zottola
Partner, Technology Transactions & Outsourcing Practice Group
Venable LLP
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Working at the intersection of commerce and technology, A.J. Zottola, a partner with the national law firm of Venable LLP in its Washington, DC office, focuses his practice on the exploitation of intellectual property, intangible, and technology assets in business and strategic relationships. Mr. Zottola has been recognized in CHAMBERS USA and LEGAL 500 for his technology transaction and outsourcing work. Prior to joining Venable LLP, Mr. Zottola worked as an associate with Brobeck, Phleger & Harrison LLP in its business and technology practice group and with Morgan Lewis & Bockius in its trademark and copyright practice group.
Mr. Zottola regularly represents U.S. and foreign enterprises, from Fortune 500 companies and small start-ups to trade and professional associations, in a variety of industries including software, e-commerce, information technology, electronics, media and entertainment, toys and other consumer products, financial services, telecommunications, and other newer technologies.
Mr. Zottola received his BA from Bucknell University in economics and chemistry and is a cum laude graduate and prior member of the Catholic University Law Review of Catholic University of America, Columbus School of Law.
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Track: Law Department Management
804 - |
Risk Management: The Corporate View |
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Presented by the Law Department Management committee
Skill Level:
Intermediate
Managing legal risk for your company depends on a thorough understanding of risk, how to manage it, how to communicate it effectively and how to use it to set priorities for the department, including staffing and hiring. Some risks, such as financial risk, can be evaluated in numerical terms. Others, such as adverse publicity, can only be evaluated in subjective ways. Discover what is legal risk and how to evaluate it within your organization. Learn how it can be managed by creating role clarity for the current law department while also considering potential future expansion; developing a categorization system to determine the highest value work to drive prioritization of resource/time allocation; and develop workflow processes to direct work to the most appropriate resources to ensure timely and accurate response by the level of personnel required.
Speakers:
Bret Baccus
Senior Director
Huron Legal
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Bret Baccus is a senior director with Huron Legal and servers as Huron's liaison to ACC's Law Department Management Committee.
Mr. Baccus has been serving the legal industry since 1990 with expertise in delivering tangible solutions for client business and systems issues. His experience uniquely combines law firm and law department operations, systems and processes. He has worked with large AmLaw 100 firms, small and mid-size law firms; corporate clients from a variety of industries including energy & utilities, retail, insurance, and hospitality; and government entities including national regulation boards and state agencies.
Prior to joining Huron at it's inception, Mr. Baccus was a senior manager with Arthur Andersen.
Mr. Baccus currently serves on the board of Houston's Interfaith Ministries and serves as the task force chair for Meals on Wheels, serving 4300 seniors per day.
Mr. Baccus has a BBA in Mangement Information Systems from Texas A&M University.
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Scott Bates
Corporate Vice President, General Counsel
Rheem Manufacturing Company
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Scott Bates is corporate vice president, general counsel and secretary of Rheem Manufacturing Company.
In its 87th year of operation, Rheem provides advanced, energy efficient heating, cooling and water heating solutions to homes and businesses. Rheem's premium brands include Rheem, Raypak, Ruud and Richmond. Rheem is headquartered in Atlanta and it has U.S. operations in Alabama, Arkansas, California, Indiana, Minnesota and North Carolina.
Mr. Bates has responsibility for Rheem’s legal, risk management, patent and trademark, compliance and government affairs activities.
Mr. Bates has more than 16 years experience in directing the legal activities of multinational building and construction-related products manufacturers that distribute products in the retail and wholesale channels. His background also includes directing a technology licensing team and having operating responsibility for a manufacturing facility in Mexico.
Previous key positions include: division general counsel and vice president, Georgia Gulf Corporation, and vice president, general counsel and corporate secretary, Royal Group Technologies Limited.
Mr. Bates earned an Executive MBA from the Richard Ivey School of Business at the University of Western Ontario, a law degree from Queen’s University and a BA from the University of Toronto.
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Kathleen Burke
Vice President, General Counsel & Assistant Secretary
MKS Instruments
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Kathleen F. Burke is vice president and general counsel of MKS Instruments, Inc. (NASDAQ: MKSI), a leading worldwide provider of instruments and process control solutions for semiconductor, solar and other advanced manufacturing processes. Ms. Burke oversees all worldwide corporate legal issues, including corporate governance; SEC public reporting and compliance; mergers, acquisitions and strategic alliances; litigation and disputes; intellectual property protection; and equity.
Prior to joining MKS, Ms. Burke was a junior partner at WilmerHale, where her practice focused on mergers and acquisitions, public and private securities offerings, SEC and NASD compliance.
Ms. Burke serves as president and a member of the ACC’s Northeast Chapter board of directors.
She received her JD from Boston College Law School, magna cum laude, and her BA from Boston College, summa cum laude and Phi Beta Kappa.
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A. Verona Dorch
Vice President & Deputy General Counsel
Harsco Corporation
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A. Verona Dorch is vice president, general counsel and corporate secretary of Harsco Corporation. She is a corporate generalist with sixteen years of legal experience, including eight years in-house with multinational service and manufacturing businesses, and eight years in private practice with leading law firms.
Ms. Dorch received her JD from Harvard Law School and her BA from Dartmouth College.
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Track: Intellectual Property
904 - |
Innovation: How to Handle Ideas Your Company May or May Not Own |
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Presented by the Intellectual Property committee
Skill Level:
Intermediate
Valuable ideas can come from anywhere, including open source, open innovation and UGC. Learn about open business models that license and develop IP across organizational, industrial and national boundaries.
Speakers:
Thomas Feix
Senior Corporate Counsel - Patent
The Clorox Company
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Thomas C. Feix is senior corporate counsel, director of patents for The Clorox Company, a global company which produces consumer products in a wide range of categories including: cleaning; laundry; home care; cat litter; charcoal; dressings and sauces; water-filtration; bags & wraps; natural personal care; and health care. In his role he oversees all patent issues, including portfolio development, product clearance and dispute management.
Prior to joining Clorox, Mr. Feix had his own patent, trademark & copyright practice and before that he was an associate at Rosenblum, Parish & Isaacs in San Jose, CA.
He currently serves as the Quick Hits co-chair on the ACC IP Committee.
Mr. Feix received a BA in mechanical engineering from University of California at Santa Barbara and is a graduate of Santa Clara University Law School.
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Brian Fukuji
Director, Commercial & Product Counsel
eBay Inc.
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Brian Fukuji is the lead commercial counsel for eBay’s global mobile business unit. He is primarily responsible for the compliance and product review of eBay’s mobile applications and mobile/tablet web offerings and provides commercial legal advice for a wide variety of matters pertaining to the intersection of mobile application development/distribution and eBay's rapidly evolving commercial internet businesses.
His practice is focused on intellectual property (development, licensing, and enforcement), commercial transactions, user data/privacy, and consumer notice/protection.
Prior to joining eBay, Mr. Fukuji was commercial counsel at Glu Mobile (a mobile game developer and publisher) and senior manager of business affairs at Sony Computer Entertainment America (PlayStation hardware and games).
Mr. Fukuji received his BA in economics with a business concentration from UCLA, and his JD and High-Tech Certificate from Santa Clara University School of Law.
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Erika Wilson
Intellectual Property Counsel
Honeywell International Inc.
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Erika S. Wilson is an attorney and entrepreneur with more than 13 years domestic and international corporate counsel experience across multiple technology and industrial sectors. Ms. Wilson is currently intellectual property counsel for Honeywell International Inc in Morristown, NJ. Her responsibilities include working with clients to protect their intellectual property rights and provide incisive business reasoning and legal knowledge on invention disclosure submissions, patent application filings, global filing strategies, freedom-to-practice, assertion investigations, licensing/technology transfers, and M&A deals.
Prior to joining Honeywell, Ms. Wilson worked as in-house counsel with Pfizer Inc. and ExxonMobil Corporation. She also previously worked as a general litigation associate with Jones, Walker, Waechter, Poitevent, Carrère & Denègre LLP in New Orleans, LA.
Ms. Wilson serves as the NJ pro bono representative for Honeywell. Ms. Wilson also served as a board member and chair of the over-sight committee for the One Stop Work Force Investment Board.
Ms. Wilson received a BS in Chemical Engineering from Tuskegee University and is a graduate of Vanderbilt University School of Law.
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Track: Litigation and Dispute Resolution
1004 - |
Demystifying "Meet and Confer" |
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Presented in cooperation with Applied Discovery, Inc.
Skill Level:
Intermediate
"Meet-and-confers" have been referred to as "two lawyers who don’t trust each other negotiating matters neither understand." But Federal Rule of Civil Procedure 26(f) requires them to know about their Electronically Stored Information (ESI) and judges have been less patient with recalcitrant litigations. A successful meet-and-confer can substantially reduce discovery cost and potential risk. Attend this mock meet-and-confer to learn the value of an effective meet-and-confer and how to navigate through the process, even when your adversaries do not seem to be willing to cooperate or act in good faith.
Speakers:
Susan Flint
Managing Counsel
Wells Fargo & Co.
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Susan Flint is currently managing counsel in the litigation and workout division of Wells Fargo & Company, a diversified financial services company with more than $1.3 trillion in assets. Wells Fargo provides banking, insurance, trust and investments, mortgage banking, investment banking, retail banking, brokerage and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs and the internet and other distribution channels across North America and internationally. She celebrates her 25th year with Wells Fargo this year. Ms. Flint has provided legal counsel to Wells Fargo in a variety of areas with a focus on managing defendant litigation, regulatory investigations and advising the company's legal order process operations.
Ms. Flint has worked on the various electronic discovery issues faced by Wells Fargo & Company. She has also served on various CLE panels that address the topics of e-discovery with a primary focus on issues for in house counsel. Ms. Flint is also an instructor with the Center for Financial Training and the Minnesota Banker's Association. She is a member of the American Bar Association, Association of Corporate Counsel, Minnesota Bar Association and the Minnesota Women Lawyers. She is a former chair of the Wells Fargo Contributions Council and a current founding board member of The Public Theater of Minnesota.
Ms. Flint received a BA from the University of Minnesota and is a graduate of the University of Minnesota Law School in Minneapolis.
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Chris Marzetti
Senior Consultant
Applied Discovery
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Michael Pontrelli
Senior Director
Applied Discovery
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Michael Pontrelli is the senior director for Applied Discovery. In this role, Mr. Pontrelli consults with corporate legal departments and their outside law firms to navigate the entire electronic discovery process. He also works with clients to develop processes and cost-saving strategies in matters involving the collection, processing and review of large amounts of email and other electronic data. His clients include many Fortune 500 corporations.
Before joining Applied Discovery, Mr. Pontrelli practiced in the San Francisco office of The Goldman Law Firm, where his work focused on medical malpractice defense and business litigation. Mr. Pontrelli then joined iEnvision Technology, Inc., a systems and solutions integration company in the Bay Area. At iEnvision, Mr. Pontrelli consulted with law firms and corporate legal departments to design technology solutions based upon the needs of the firm or legal department.
Mr. Pontrelli is a frequent speaker on the topic of electronic discovery and document review. He received his BA in political science from Northwestern University in Evanston, IL, and his JD from California Western in San Diego.
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William Sailer
Senior Vice President, Legal Counsel
QUALCOMM Incorporated
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William Sailer is senior vice president and legal counsel for Qualcomm Incorporated, where he represents the company in legal matters relating to employment law, litigation and ethics and compliance matters. Prior to joining Qualcomm, Mr. Sailer was a partner at Gray Cary Ware & Freidenrich. Mr. Sailer was recently selected as a Fellow of the College of Labor & Employment Lawyers.
Mr. Sailer has served in leadership positions in numerous professional organizations, including the Association of Corporate Counsel, California Employment Law Council, State Bar of California Labor & Employment Law Section, the Industrial Relations Research Association, and the American Bar Association Immigration Justice Project. In addition, he has served as president of the board of directors of the Legal Aid Society of San Diego and director of the San Diego County Bar Foundation. In addition, Mr. Sailer has served in board leadership positions with the Rady Children's Hospital Foundation, Kids Included Together and the Junior Seau Foundation. Mr. Sailer has thrice been awarded the Wiley E. Manual Award by the State Bar of California for his pro bono work, as well as thrice receiving the San Diego Volunteer Lawyer Program’s Distinguished Service Award. He was also recognized as the “Corporate Lawyer of the Year” by ACC’s San Diego Chapter.
Mr. Sailer graduated from Swarthmore College with Honors in Economics. He received his JD, cum laude from the University of Michigan Law School.
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Track: Small Law Department
1104 - |
Beginning and Growing Your Compliance Program: From Birth to the Toddler Years |
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Presented by the Small Law Department committee and the Compliance & Ethics committee
Skill Level:
Intermediate
Interested in starting and growing your compliance program to its "toddler" phase from a solid but immature origin? Listen as case/scenario-based examples illustrate policies and processes and furnish concrete to-do's. Two to three company examples illustrate and foster discussion about specific steps to get to the next level and how to leverage company culture to assist where funding or budget dollars may not be readily accessible.
Speakers:
Scott Brown
General Counsel and Secretary
Stroz Friedberg
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Scott Brown joined Stroz Friedberg as its general counsel. Based in the company's Boston office, Mr. Brown is responsible for the worldwide legal affairs of Stroz Friedberg and its subsidiaries and the leader of our global legal team.
Before joining Stroz Friedberg, Mr. Brown led the intellectual property and technology group in the Boston office of Skadden, Arps, Slate, Meagher & Flom LLP. He has been based in Boston since 2004, and before that practiced law in Skadden’s New York office. In addition, Mr. Brown has practiced extensively in Europe. While with Skadden, Scott’s principal areas of focus were U.S. and cross-border mergers and acquisitions, securities offerings, commercial contracts, and counseling and litigation involving copyrights, trademarks, patents, trade secrets, the rights of publicity and privacy and data security. During his long tenure at Skadden, he worked with a broad spectrum of U.S. and international clients, from growth-stage companies to some of the world’s largest corporations, as well as private equity firms and investment banks.
Mr. Brown is an author and frequent speaker and lecturer on such topics as intellectual property and technology protection, mergers and acquisitions, and litigation.
Mr. Brown graduated cum laude from Trinity College and with honors from the University of Connecticut School of Law.
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Laurel Burke
Associate General Counsel - Compliance
Regal Beloit Corporation
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As the associate general counsel – compliance for Regal Beloit Corporation, a leading international manufacturer of electrical and mechanical motion control components, Laurel Burke leads the compliance and ethics efforts for their 25,000+ employees in more than twenty countries. Working in company headquarters in Beloit, WI, Ms. Burke enjoys building the compliance and ethics program, providing guidance about best practices and meeting employees across the globe.
Before joining Regal, she was with a Fortune 500 telecommunications company for over eleven years. In addition to gaining network experience, she advised various business units regarding compliance, regulatory, policy, and commercial contract matters.
She is a member of the Colorado Bar Association, and the ACC Wisconsin Chapter. Ms. Burke currently serves on the board of Family Services of Northern Illinois and Southern Wisconsin helping to address legal questions and increase awareness about the organization's many valuable programs.
Ms. Burke earned an honors BS and a BA from St Louis and is a graduate of the University of Denver College of Law. She became a Certified Compliance and Ethics Professional (CCEP) through the Society of Corporate Compliance and Ethics.
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Kevin Mann
Vice President & Associate General Counsel
The ServiceMaster Company
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Kevin Mann joined ServiceMaster in Memphis, TN, to design and implement an enterprise wide ethics and business conduct program focused on driving value by removing distractions in the work place. He is responsible for all aspect of the ethics program including all investigations, compliance policy, organizational accountability and reporting to the board of directors.
Mr. Mann previously implemented an ethics program for Lennox International, Dallas, TX. Prior to Lennox, he worked for Degussa International (now Evonik), a specialty chemical company as deputy chief compliance officer and associate general counsel, responsible for designing and implementing Degussa’s compliance program while managing the law department’s environmental, health, safety and regulatory functions in addition to commercial counseling. Prior to corporate life, he served as a prosecutor in Phoenix, AZ and also served as chief of the environmental crimes and OSHA unit under then attorney general Janet Napolitano.
He is active with the ACC’s Compliance and Ethics Committee and the ACC Tennessee Chapter, serving on the board of directors.
Mr. Mann received his BS in chemistry and biology prior to attending law school, receiving his JD from the University of San Diego.
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Track: Environment and Energy
1204 - |
The Growing Trend toward Supply-Chain Transparency: Conflict Minerals, Human Trafficking and More |
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Presented by the Environmental & Sustainability committee and the Compliance & Ethics committee
Skill Level:
Intermediate
Deep within the Dodd-Frank Act lies a surprise for companies that use tin, gold, tungsten or tantalum in their products: a requirement to disclose whether you use these minerals and, if so, whether they come from conflict mines in the Democratic Republic of Congo or surrounding countries. An unrelated but similar requirement is found in California's Transparency in Supply Chain Act: a requirement to disclose efforts to combat human trafficking. This session will explore these new forms of compliance requirements and how your program must respond to and manage these new obligations.
Speakers:
Shirley R. Edwards
Deputy County Counsel
Santa Clara County Counsel's Office
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Shirley R. Edwards is the associate counsel for West Marine Products, Inc, a large retail and wholesale boating supply company with stores throughout the United States, Canada and Puerto Rico. Her responsibilities include providing legal counsel to all business teams relating to product development, marketing, information technology and security, regulatory and environmental compliance, intellectual property protection, imports, and business relationships with suppliers, vendors and service providers.
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Burton D. Ford
Associate General Counsel
Lockheed Martin Corporation
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Burton D. Ford serves as associate general counsel, for the Lockheed Martin Corporation in Bethesda, MD. In this position, Mr. Ford is responsible for advising the corporation on government, commercial and international contracting matters, management of litigation and investigations, and other matters.
Prior to his current position, Mr. Ford was associate general counsel and site lead counsel for the Lockheed Martin Aeronautics Company in Marietta, GA. He also served as program counsel for the Lockheed Martin C-130 Hercules Aircraft production program. Prior to coming to work for Lockheed Martin, Mr. Ford served as a law clerk for the United States District Court for the Northern District of Georgia.
Mr. Ford is a member of the State Bar of Georgia and has served as a vice chairperson of the Georgia State Bar Diversity Steering Committee. He is a Fellow of the Lawyers Foundation of Georgia, and is also active in the public contacts law section of the American Bar Association, and serves as co-chair of the Strategic Alliances, Teaming and Subcontracting Committee.
Mr. Ford received his JD, with honors, from the University of Georgia School of Law. He received his undergraduate degree, AB economics, Summa Cum Laude, from the University of Georgia.
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Sherry Scott
Counsel
Exxon Mobil Corporation
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Sherry L. Scott is an attorney in the environmental and safety law department at Exxon Mobil Corporation in Houston, TX. Her responsibilities include advising clients on a number of Clean Air Act-related legal issues, including compliance with Title V requirements and defense of administrative enforcement actions.
Prior to joining ExxonMobil, Ms. Scott was an associate at Vinson & Elkins LLP in Houston, in the litigation section.
Ms. Scott is a member of the Local Bar Services Committee of the State Bar of Texas. She also coaches cross country and distance track at St. Anne Catholic School in Houston.
Ms. Scott received a BBA in finance from the University of Houston. She obtained her JD from the University of Houston, cum laude, where she was an articles editor on the Houston Law Review.
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11:00 AM
- 12:30 PM
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Track: Driving Change
105 - |
Project Management for In-house Counsel |
- Sold Out
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Skill Level:
Intermediate
Trying to manage matters involving many moving parts is a daunting task. When your company relies on you to manage it all on time and under budget, what do you need in your toolbox to ensure success for all stakeholders? In this workshop, panelists will provide an overview of legal project management techniques and tools. They will share war stories and engage you in a discussion about best practices for scoping projects, managing teams and budgets, communicating to stakeholders, addressing scope creep, and conducting post project reviews — all in 90 minutes! Be prepared to practice using key tools in breakout groups, and for a plot twist to drive home the lessons.
Speakers:
Russ Dempsey
VP & Chief Legal Officer
United Retirement Plan Consultants
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Russ Dempsey is vice president and chief legal officer for United Retirement Plan Consultants. In addition to being a hands-on CLO, Russ drives value for his client by increasing efficiencies within the legal and compliance departments, and utilizing project management techniques and structuring value based relationships with outside counsel. Mr. Dempsey is a frequent speaker on legal project management and value-based billing practices.
Mr. Dempsey has been recognized as a 2012 ACC Value Champion. He is the immediate past president of the ACC’s Central Ohio Chapter. He has been recognized by Columbus Business First in the 2012 class of Top Forty under 40 and in the top ACC awards as Rising Star in 2011.
Mr. Dempsey holds both a JD and an LLM in taxation from Capital University Law School. He received his BA degree in Philosophy from Marshall University.
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Jennifer Fletcher
Partner
Sutherland Asbill & Brennan LLP
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Jennifer W. Fletcher is co-leader of the litigation practice group at Sutherland Asbill & Brennan. She has served as leader of the construction industry practice group and as a member of the firm’s executive committee. Her practice involves construction industry issues exclusively. For nearly 30 years, she has assisted construction industry clients in resolving and avoiding disputes on complex projects, representing construction managers, developers, general contractors, owners, municipalities, and specialty contractors.
Ms. Fletcher has been lead counsel in court or arbitration cases in more than 20 states, Canada, Bermuda, and Puerto Rico. She also has experience in deciding cases, having served as an arbitrator on the American Arbitration Association construction industry panel for more than 20 years.
She is a Fellow in the American College of Construction Lawyers and has served on their board of governors. She is recognized by Chambers USA as a "Star Individual" in Construction Law, and is recognized by "Georgia Superlawyers" in their lists of the top 100 lawyers and top 50 female lawyers in the state. She has served on the board of directors for the construction section of the Atlanta Bar Association, and as a member of the executive committee and a Master of the Lumpkin Inn of Court.
Ms. Fletcher is a graduate of the University of Georgia School of Law and the University of Florida.
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Julian Isgett
Managing Attorney, Global External Legal
GlaxoSmithKline
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Joseph Limone
General Counsel -- North America
Noble Americas
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Joseph Limone has 10 plus years' senior management experience and overall seventeen years' in commodity markets. His unique background encompasses both legal and business expertise in commodities having managed legal, front office, origination, credit, and operational groups.
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Denise Skingle
Vice President, Associate General Counsel
Nationwide Mutual Insurance Company
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Track: Compliance and Ethics
205 - |
Officers in the Crosshairs: The Responsible Corporate Officer Doctrine and Other Theories of Individual Liability |
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Presented by the Compliance & Ethics committee and the Environmental & Sustainability committee
Skill Level:
Advanced
Three pharmaceutical executives were recently sentenced to prison following guilty pleas to charges under the Responsible Corporate Officer Doctrine. The Supreme Court has held that corporate officers who had authority to act to prevent the violations but did not do so could be held criminally liable for the company's failures. The DOJ is frustrated that its pursuit of large settlements against companies under the False Claims Act and related statutes have not resulted in a dramatic reduction in violations and a greater commitment to compliance. One of DOJ's reactions has been to bring, wherever possible, criminal prosecutions against individuals it views as "responsible" for the violations. This session will outline the increased risk to corporate executives, including in-house counsel, under this doctrine and other theories of liability, and what can be done to avoid liability through stronger compliance and ethics programs.
Speakers:
Carol Deck
Senior Counsel
AeroVironment, Inc.
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Carol Deck is legal counsel to the Efficient Energy Systems division of AeroVironment in Los Angeles, which provides products and services for commercial and industrial electric vehicles and advanced energy storage applications.
Before joining AeroVironment, Ms. Deck spent ten years with CH2M Hill in Denver, including three years as division counsel supporting the business and legal needs of engineering and construction projects, and seven years as chief environmental counsel for the cleanup and closure of the Department of Energy’s Rocky Flats plant, which produced plutonium triggers during the cold war and was designated a national wildlife refuge after the closure.
She received a BA from Kalamazoo College, an MA from Georgetown University, and is a graduate of the University of Colorado School of Law, where she earned Order of the Coif honors and was editor-in-chief of the Colorado Journal of International Environmental Law and Policy. Ms. Deck also worked for a year at the German Federal Environment Ministry under a fellowship from the Robert Bosch Foundation.
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Jill Goldy
Corporate Vice President-Law, Labor and Employment
Motorola Solutions, Inc.
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Jill A. Goldy, currently in transition, is the recent former corporate vice president, labor/employment law, ethics and compliance for Motorola Solutions, Inc., f/k/a Motorola, Inc. in Schaumburg, IL. In that role, she headed the labor/employment law group and the office of ethics and compliance in the Motorola Solutions law department, reporting to the general counsel and to the audit and legal committee of the board of directors. She was responsible for developing and administering the Company’s code of business conduct and compliance training programs, conducting internal investigations, dealing with regulatory agencies, managing litigation and counseling senior management and the board in her areas of responsibility.
Prior to joining Motorola, Ms. Goldy was in private practice at Seyfarth Shaw in Chicago, led the labor relations division in the City of Chicago Corporation Counsel’s office during the Harold Washington administration, and was a field examiner for the National Labor Relations Board in New York City.
Ms. Goldy is a member of multiple ABA sections and for many years served as an advisory board member of the American Employment Law Council and as a member of the Labor Law Advisory Board of the HR Policy Association. She is a vice chair of the President’s Council of Cornell Women at Cornell University and a member of the Smith College President’s Midwest Council.
Ms. Goldy received her undergraduate degree from Smith College, a masters degree in industrial and labor relations from Cornell University and is a graduate of the Columbia University Law School.
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Christopher A. Myers
Partner
Holland & Knight
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Christopher A. Myers is chair of Holland & Knight's compliance services team and is a member of the firm's white-collar defense team. He represents clients in complex matters affecting heavily-regulated industries, including healthcare and life sciences, government contracts, financial institutions, educational institutions, publicly-traded and privately held companies doing business both domestically and internationally. He defends and protects organizations in internal and external civil and criminal fraud investigations, designs, implements and assesses compliance and ethics programs; voluntary disclosures, and corporate governance matters. He assists clients in responding to issues involving major enforcement statutes, including the False Claims Act, bribery and anti-kickback acts, the Bank Secrecy Act and Money Laundering Control Act, procurement fraud statutes and others. He serves on the firm's financial recovery team and helps to protect clients against compliance and enforcement issues surrounding the troubled assets relief program and economic stimulus programs.
Mr. Myers is a former federal prosecutor and has been in private practice since 1984.
Mr. Myers is a certified anti-money laundering specialist and certified compliance and ethics professional. He is the editor of the Corporate Compliance Answer Book, published annually since 2010 by the Practicing Law Institute, and has been a faculty member at a variety of continuing legal education and law school programs relating to enforcement and compliance issues, trial and deposition practice and the use of expert witnesses.
Mr. Myers received a BA from Kenyon College and a JD from Catholic University of America, Columbus School of Law.
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Grace Renbarger
Former Vice President and Chief Ethics and Compliance Officer
Dell, Inc.
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Grace Renbarger is an attorney and certified compliance and ethics professional that advise business clients on all aspects of corporate ethics and compliance. Before starting her own practice, she had served as the vice president, chief ethics and compliance officer for Dell Inc. In that role, she and her global team of professionals supported the company’s efforts to create and maintain a culture of ethical business behavior and legal compliance, following the model program elements of the U.S. Federal Sentencing Guidelines. She and her team also managed the company’s internal whistleblower hotline and oversaw all internal investigations of alleged employee misconduct, ensuring independence, objectivity, fairness and justice. In addition, she was responsible for overseeing the Dell Ombuds office (U.S.), a confidential, neutral resource for employees seeking help in resolving employment-related concerns. She also managed Dell’s global privacy and records management teams, and provided strategic direction and support to other compliance functions and focus areas within the company including antitrust, trade compliance, Foreign Corrupt Practices Act, government contracting, employment, product safety and regulatory compliance, and environmental health and safety.
Prior to joining Dell, Ms. Renbarger was a partner in the Austin office of Hughes & Luce, L.L.P., a Dallas-based law firm, which subsequently merged with K&L Gates, LLP, a global law firm.
Ms. Renbarger attended undergraduate and law school at the University of Texas, graduating with honors. She was a member of Phi Beta Kappa and Order of the Coif, and served as an associate editor on the Texas Law Review.
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Track: Contracts and Negotiations
305 - |
Achieve Success as a Negotiator: Learn a Simple, Effective & Practical Framework as Chief Negotiating Officer for Yourself and Your Company |
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Presented by the Corporate & Securities Law committee and the Sports & Entertainment committee
Skill Level:
Basic
Each of us, regardless of title, function or geography, is a Chief Negotiating Officer in our personal lives, in our daily interactions with work colleagues, and with customers, vendors, and other company partners. This interactive session will leave you with increased confidence influencing outcomes and negotiating “without authority” by learning a more structured approach and proven techniques and tools. The session also includes an overview of nonverbal communication, which accounts for 93 percent of communication; how to prepare for superior results; how to handle conflicts and difficult individuals and how to avoid common mistakes even experienced negotiators make.
Speakers:
David Cohen
Director, Legal Affairs and Risk Management
Angels Baseball LP
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David Cohen is director of legal affairs and risk management for Angels Baseball LP.
Mr. Cohen drafts and negotiates terms of sponsor, vendors, union, employment, and suite contracts. He oversees organizational litigation and is involved with all aspects of claims. He also provides legal support to AM830 KLAA, the Angels flagship radio station.
Prior to joining the Angels, Mr. Cohen worked as an athletic trainer in the Baltimore Orioles, Boston Red Sox, and Montreal Expos organizations. Professional Baseball Athletic Trainers Society honored Mr. Cohen as the “2001 Minor League Baseball Athletic Trainer of the Year”.
Mr. Cohen is the vice president of ACC’s Southern California Chapter and chairs its In-House Counsel Conference Committee. He also spent two years as student liaison to the ABA Tort, Trial, and Insurance Practice Section Council, chair of the Self Insurer and Risk Managers Committee and Task Force on Outreach to Law Students. He was also leader of several task forces, general committees, and standing committees. He is a National Athletic Trainers Association certified athletic trainer.
Mr. Cohen earned a BS in Exercise Physiology/Athletic Training and MS in Community Health Promotion from West Virginia University. Mr. Cohen also holds a JD from California Western School of Law. He completed the MLB Scout Development Program.
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Jeffrey Compangano
Corporate Counsel & Vice President, Strategic Business Development
The Word & Brown Companies
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Jeffrey Compangano is a vice president and the corporate counsel of The Word & Brown Companies headquartered in Orange, CA. He has been with Word & Brown for over 12 years, during which time he established the corporate legal department that he oversees. Mr. Compangano’s responsibilities include corporate governance, intellectual property, regulatory matters, mergers and acquisitions, bankruptcy issues and other related corporate matters. A primary area of specialty for him is complex negotiations, which he also manages for The Word & Brown Companies. Mr. Compangano is also an adjunct professor at Chapman University and Brandman University where he does extensive course development and teaches classes that range from constitutional law to theories of persuasion.
Before joining The Word & Brown Companies, Mr. Compangano was an executive who administered legal initiatives for small to mid-size companies, some of which, through his efforts, became publicly-traded. In this capacity he advised on corporate governance, financial services, and regulatory matters.
Mr. Compangano is an active member of the ACC’s Southern California Chapter board of directors and has recently been named an ACC's Southern California Chapter's 2012 Rising Star honoree. Mr. Compangano does pro bono work for bar associations to which he belongs. He also frequently volunteers for various community-focused organizations.
Mr. Compangano received his BA from Chapman University; his MA from The University of California, Fullerton; and his JD from Whittier College School of Law.
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Lily Hughes
Vice President and Associate General Counsel-Corporate
Ingram Micro Inc.
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Lily Yan Hughes joined the worldwide legal department as vice president and associate general counsel of Ingram Micro Inc. (NYSE: IM), a Fortune 81 company and the world’s largest wholesale distributor of IT products and services, with sales exceeding $36 billion in fiscal 2011. She has principal responsibilities for corporate securities and other regulatory matters (including NYSE and SEC public disclosures), corporate governance matters (including as assistant corporate secretary), corporate finance (including negotiating multi-million dollar finance transactions), treasury, tax, executive compensation, stock plans, and other corporate matters. Ms. Hughes has taught extensively on the topic of “Negotiations” to Ingram Micro’s leadership teams in conjunction with the University of California Irvine’s Paul Merage School of Business.
Before joining Ingram Micro, Ms. Hughes was a partner in the Los Angeles office of Manatt, Phelps and Phillips, and advised a variety of corporate clients on corporate and regulatory matters, with an emphasis on financial services companies, including national associations, community banks, and savings and loan institutions.
Ms. Hughes is an active member of the ACC’s Southern California Chapter board of directors, and was recently named an ACC SoCal Chapter’s 2012 Rising Star honoree.
Ms. Hughes was born in Hong Kong. She attended Williams College and received her BA from the University of California Berkeley. A graduate of Boalt Hall School of Law, she was the recipient of Moot Court Best Brief Award, and was the articles editor of The Industrial Relations Law Journal.
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Nyea Sturman
Assistant Director of Legal Services
Orlando Magic
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Track: Corporate and Securities
405 - |
Redefining the Corporate Form for the 21st Century |
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Presented in cooperation with Morrison & Foerster LLP
Skill Level:
Basic
New corporate forms including Flexible Purpose Corporations, B Corps and L3Cs are being introduced in California and other states. Explore the positives and negatives of each new corporate form and how they differ from traditional corporations, LLCs and partnerships. These new forms represent an exciting shift in corporate law that promises to have a major impact on how businesses operate now and in the future. Learn why corporate form is important for environmental sustainability as well as traditional economic goals. Uncover the realities based on the California and Delaware Corporations Codes and case law beyond the marketing and PR interpretation dominating the press.
Speakers:
Jordan Breslow
General Counsel
New Island Capital
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Will Fitzpatrick
General Counsel
Omidyar Network
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Suz Mac Cormac
Partner, Business Department Co-Chair
Morrison & Foerster
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Susan Mac Cormac is a partner in the corporate group of Morrison & Foerster’s San Francisco office. She is co-chair of the Firm’s 550 lawyer business department and co-chair of the cleantech group. She has experience representing start-up to late-stage private companies in the cleantech or sustainable space. She provides corporate and finance advice in connection with mergers, acquisitions, asset purchases and sales, reorganizations, joint ventures, and equity and debt financings. She advises boards of private and public companies on corporate governance as it relates to sustainability and corporate social responsibility and has taught at the Stanford Director’s College and the Northwestern Corporate Counsel Institute. Representative company clients include ClimateEarth, driptech, ElectraTherm, enXco, OneSun, Revolution Foods, SourceTrace and Windowfarms; representative investor clients include Brightpath, Virgo/Capricorn, KPBC, OPIC, Pacific Community Ventures, and RSF Social Finance.
She was part of the drafting group that created a new corporate form for California, the Flexible Purpose Corporation, which requires management and boards to emphasize shareholder-endorsed social and environmental purposes. She was named one of the 2012 California Lawyers of the Year by California Lawyer Magazine, one of the top 45 lawyers under 45 (2011) by the American Lawyer, and one of the Top Female Attorneys in California (2011-2012) and as one of the Top 25 Clean Tech Lawyers in California (2011) by the Daily Journal. She is on the board of directors of the Sustainability Accounting Standards Board and the Biomimicry Institute.
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Eric Talley JD, Ph.D.
Professor of Law, Co-Director, Berkeley Center for Law, Business and the Economy
University of California, Berkeley School of Law
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Track: Employment and Labor
505 - |
Don't Bite the Hand that Feeds You: Managing the Legal - HR Relationship |
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Presented by the Employment & Labor committee
Skill Level:
Intermediate
The relationship between human resources and the legal department can be fraught with challenge: The boundaries often overlap, especially in difficult or high-profile employee matters. Listen in as a seasoned panel of experts offers tips on how to navigate this challenge and forge effective client relationships.
Speakers:
Darren Chiappetta
Associate Counsel, Employment Law
Darden Restaurants, Inc.
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Darren S. Chiappetta is associate counsel, employment law for Darden Restaurants. He provides support and counseling for employment-related issues such as EEOC/Agency claims, alternative dispute resolution, and employment lawsuits for all of Darden’s brands. He also partners closely with human resources, benefits, and operations teams to provide guidance regarding federal and state wage and hour laws, employment investigations, leaves of absence, ADA accommodations, as well as hiring and disciplinary procedures.
Prior to Darden, Mr. Chiappetta worked for Walt Disney Parks and Resorts. He most recently served in a human resources capacity as manager, employee relations for the Disneyland Resort, where he provided leadership and guidance to a team responsible for conducting internal investigations, managing medical and religious accommodations, and responding to external agency inquiries and investigations. He held a similar role in Orlando at the Walt Disney World Resort.
Before returning to Disney, Mr. Chiappetta was an associate attorney at the Orlando-based firm of Foley & Lardner, where he focused his practice on commercial litigation, labor and employment law, and entertainment law.
Mr. Chiappetta received a BS in marketing from the University of South Carolina, a MA in corporate communication from Rollins College, and he is a graduate of the University of Florida Levin College of Law.
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Eric de los Santos
Asst. General Counsel, Director of Employment Law
TrueBlue, Inc.
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Eric C. de los Santos is assistant general counsel and director of employment law for TrueBlue, Inc., the leading provider of blue collar staffing in the U.S. He leads a team of attorneys and legal professionals that advises the company on all labor and employment issues in the 50 states, Canada and Puerto Rico. He also advises on issues related to information management and social media. He is on the company’s government relations team and coordinates lobbying efforts in some of its larger markets.
Prior to TrueBlue, Mr. de los Santos was a plaintiff’s employment litigator and tried numerous cases involving employment discrimination, maritime and personal injury law. As some of his clients were undocumented, he presented a CLE on representing the undocumented worker.
Mr. de los Santos currently serves on the Seattle Civil Service Commission. He is very active in various bar and community organizations. He is co-founder and immediate past president of the Filipino Lawyers of Washington and is on the board of the Filipino Community of Seattle. He is also a former governor of the Washington State Bar Association and is current president of Brown University’s Asian / Asian American Alumni Association. He is a frequent speaker on issues of diversity and last year, was awarded the Diversity Champion Award and named an Outstanding Corporate Counsel Finalist by ACC’s Washington Chapter.
Mr. de los Santos received his degree in public policy from Brown University and his JD from the University Of Washington School Of Law.
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Richard Sedory
General Counsel, Vice President Administration
Transtar Industries, Inc.
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Richard Sedory is general counsel, secretary and corporate vice president of legal affairs and administration for Transtar Holding Company, headquartered in Cleveland, OH. Transtar Holding, through its affiliates and subsidiaries, is the world’s largest supplier of original equipment and aftermarket replacement parts to automobile transmission and general repair professionals.
Mr. Sedory has extensive experience leading all aspects of legal, human resource and administrative operations functions. He has the unique background of having held executive positions in each discipline across industries, in both large and mid-size companies, with demonstrated success linking employee and legal initiatives to organizational business strategy. He has led several turnarounds, start-ups, consolidations and an IPO; with significant experience in mergers and acquisitions, employment, labor and employee benefit laws, intellectual property, and negotiating and drafting all types of commercial agreements.
Prior to joining Transtar, Mr. Sedory held senior legal, human resources and administrative positions at United Technologies, PNC and Citizens Banks, PrintCafe, and the University of Pittsburgh Medical Center.
Mr. Sedory regularly speaks at his local ACC chapter events and CLE sessions. He is on the board of Big Brothers Big Sisters of Greater Pittsburgh, and Treesdale Golf & Country Club.
Mr. Sedory has his JD from the University of Pittsburgh School of Law, as well as dual undergraduate degrees in Business and Political Science from the University of Pittsburgh.
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Courtney Thompson
Vice President-Employment Counsel
Lender Processing Services, Inc.
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Courtney Brevelle Thompson serves as vice president employment counsel for Lender Processing Services, Inc. and its more than twenty wholly owned subsidiaries. As the company's sole in-house employment attorney, she has responsibility for all aspects of LPS' labor and employment matters, including drafting employment-related agreements and policies, providing day-to-day preventive counseling, handling all corporate immigration matters, responding to governmental enforcement agency charges and other investigations related to employment practices, and managing all employment litigation.
Prior to joining LPS, Ms. Thompson practiced labor and employment law in the Atlanta offices of Fisher & Phillips and Kilpatrick, Townsend & Stockton, where she was also an active member of the Junior League of Atlanta. She is currently a member of the Northeast Florida United Way's Women in local leadership.
Ms. Thompson received her BBA from Mercer University and her JD from the University of Alabama.
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Track: International
605 - |
Doing Business in Brazil, the Sixth Largest Economy in the World |
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Presented in cooperation with Lex Mundi
Skill Level:
Intermediate
As the sixth largest economy in the world, Brazil continues to play an important role in the world, becoming a regional hub for many multinational companies that may not be familiar with local laws and regulations. Hear about the typical issues that foreign investors face in Brazil, such as joint venture agreements, acquisitions, labor agreements and foreign investment rules.
Speakers:
Marco Antonio de Gregorio
Legal Director for Latin America
Reckitt Benckiser
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Marco Antonio de Gregorio is currently regional legal director for Latin America and Brazil at Reckitt Benckiser, responsible for leading the legal function in all Latin America countries and for the legal department in Brazil. His responsibilities include corporate law, contracts, tax, consumer law, litigation management, competition law, environmental law, intellectual property, labor law and all other legal areas. He is also responsible for implementing the policies linked to company’s compliance program in Latin America.
Prior to joining Reckitt Benckiser, Mr. de Gregorio worked for British American Tobacco (5 years), Royal Dutch Shell (2 years) and Ipiranga Oil Company (7 years) always acting as in-house legal counsel or head of legal area.
He acted as vice-chairman of the Anti-Unfair Competition Committee at the Brazilian Bar Association and as member of the Legal Committee of the Brazilian Institute for Ethical Competition - ETCO.
Mr. de Gregorio graduated in Law at Universidade Federal Fluminense and is post-graduated in Tax law. He obtained his MBA degree at Fundação Dom Cabral (Brazil) and completed his post MBA at Kellogg School of Management (Northwestern University). He also holds a master degree in regulation and competition law.
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Alexandre D' Ambrosio
General Counsel and Managing Director
Votorantim Group
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Alexandre S. D’Ambrosio is general counsel and executive director of Votorantim Industrial, the holding company of the Votorantim Group which controls all industrial activities of the conglomerate, with leading positions in the manufacture of cement, energy, metallurgy and mining, steel, cellulose and frozen concentrated orange juice. In such capacity, he manages a team of over 150 professionals, comprising the legal departments of the holding company and of all industrial units, including divisions in Brazil and another 22 countries.
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José Diaz
Partner
Demarest e Almeida
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The survey with clients made by Chambers Latin America 2010 and 2012 appoints Mr. Diaz as "a really terrific corporate lawyer" and “highly recommended for their outstanding service and experience.” He was also nominated as "leading lawyer in his field" by IFLR 2010, 2011 and 2012, Which Lawyer 2009 and Who's Who Legal 2009 and 2010. Vice-chair for Latin America and the Caribbean of the Agribusiness practice group of Lex Mundi.
Mr. Diaz graduated from Universidade de São Paulo Law School. Earned an LLM in international law from Universidade de São Paulo Law School. Took part in a training program for young attorneys in the Brazilian Mission in Geneva, Switzerland, at the World Trade Organization.
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Eduardo Loyo
Chief Economist
BTG Pactual
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Eduardo Loyo is a managing partner and the chief economist at BTG Pactual. In addition to his responsibilities for economic research and analysis, he is a member of the firm's Latin American Executive Committee.
Dr. Loyo joined the firm as managing director and chief economist for Latin America for UBS Pactual. Previously, he served as executive director of the International Monetary Fund, elected by Brazil, Colombia and seven other western hemisphere countries. Prior to that, he served as a deputy governor of the Central Bank of Brazil, being in that capacity a voting member of the bank's Monetary Policy Committee. Prior to that, he held faculty positions at the department of economics of the Pontifical Catholic University of Rio de Janeiro (since 2001), at Columbia Business School (2003), at INSEAD (2002), and at Harvard University's Kennedy School of Government (1998-2003).
Dr. Loyo received a bachelor's and a master's degree in economics from the Pontifical Catholic University of Rio de Janeiro, and an economics Ph.D. from Princeton University.
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Celso Xavier
Partner - Litigation
Demarest e Almeida
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Track: Technology
705 - |
A Technology Primer for the Non-Tech Lawyer |
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Presented by the IT, Privacy & eCommerce committee
Skill Level:
Basic
What are the major aspects of IT license contracts—from acquisition to software installation to maintenance and support? The speakers will walk you through a contract, focusing on the meaning and business impact of the different terms and showing you how to get IT what it requires. Uncover the answer to the most perplexing question: How valuable is a “9?" Learn to have productive conversations with your IT department when acquiring new IT assets.
Speakers:
Thomas Chow
Deputy General Counsel
Vindicia, Inc.
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Thomas C. Chow is deputy general counsel at Vindicia, Inc., a SaaS billing and marketing solutions start-up company. As the chief legal officer, his responsibilities include providing legal counsel to the executive team, overseeing IT and security compliance, managing Vindicia’s patent portfolio and IP strategy, and partnering with sales to efficiently draft and negotiate commercial agreements. Vindicia has processed $4 billion in global revenues through its CashBox SaaS solution and clients include Blizzard, Bloomberg, Encyclopedia Britannica, Intuit, Mind Candy, Next Issue Media, NFL, Pearson and Vimeo.
Prior to joining Vindicia, Mr. Chow was director and associate general counsel for TechSoup Global, an international e-commerce 501(c)(3) enterprise operating in 39 countries. At TSG, he managed a team of attorneys as acting general counsel, supervised cross-border M&A deals, established a Polish foundation with public benefit tax status, and provided legal counsel to senior management on legal, HR, tax, and compliance matters. TSG has distributed over $3 billion in products to global NGOs from partners such as Adobe, Cisco, Intuit, Microsoft and Symantec.
Before practicing law, Mr. Chow was a systems administrator and IT specialist for companies such as EarthLink (pre-IPO), RCN Communications, Community Health Center Network, and the University of California, Berkeley. He retains an active interest and passion for innovative technology.
Mr. Chow received his JD from the University of California, Hastings College of the Law, and his BA with honors from the University of California, Berkeley.
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Harold Federow
Contract Vendor & IP Manager
Port of Seattle
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Harold Federow is currently contract vendor and IP manager at the Port of Seattle. He acts as division counsel to the information and communications technology department. His responsibilities include managing procurement and negotiating contracts for IT systems. He also oversees intellectual property, including managing patent filings, negotiating NDAs, etc.
Prior to joining the Port of Seattle, Mr. Federow was general counsel at Talyst Corporation, responsible for overseeing all legal issues. Prior to Talyst, he was legal counsel at Bsquare Corporation with responsibility for negotiating domestic and foreign contracts for software development.
Mr. Federow has been active in the Washington Lawyers for the Arts, providing pro bono legal advice to artists. He is also a supervising attorney for IP at the Entrepreneurial Law Clinic of the University of Washington School of Law. He is on the board of the Jua Lekundu Foundation.
Mr. Federow received a BS in Physics and BS in Philosophy from MIT. He graduated from the University of Maryland School of Law. He also received an MS in Physics from the University of Washington. He has one patent and has written one book.
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James Nelson
Partner
Venable LLP
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James Nelson, partner and co-chair of Venable’s technology transactions and outsourcing group, is a corporate attorney with a focus on intellectual property and significant experience in technology and sourcing transactions. He represents companies engaged in the development, production and commercialization of intellectual property assets, as well as a host of corporate matters, including financing, company formation, joint ventures and general M&A matters. Mr. Nelson has particular experience with sourcing transactions – working with both major corporate customers as well as technology and business process vendors. He has led sourcing transactions involving traditional call center operations, information technology, real estate management and business process outsourcing services.
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Track: Law Department Management
805 - |
Finding Your Way in Cyberspace: Implementing the Paperless Environment |
- Sold Out
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Presented by the Insurance Staff Counsel committee
Skill Level:
Intermediate
Has your operation committed to create a paperless legal file environment, but you struggle with the transition and implementation? Regardless of the size of your legal operation, you can learn opportunities and alternatives for making the conversion to an electronic legal file environment. Hear speakers' firsthand experiences of the challenges in implementing their firms' document management policies. Participate in a discussion that focus on difficulties and solutions, and take away steps and strategies to develop and deliver training for all users. Explore ethical considerations involving electronic file sharing, accessibility and storage, as well as document retention and destruction.
Speakers:
Jerry Eisenberg
Zonal Managing Attorney
Chartis Litigation Management
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Jerry Eisenberg is a zonal managing attorney for the Chartis insurance staff counsel program. As such, he is responsible for quality assurance for the eight staff counsel offices in PA, NJ, MD and FL. Mr. Eisenberg is also responsible for all personnel matters as well as the monitoring of all high exposure cases in those offices.
Prior to joining Chartis, Mr. Eisenberg was a senior level trial attorney for several insurance carriers where he concentrated on the defense of complex, high exposure claims, including product liability and construction site accidents. Prior to that he represented both plaintiffs and defendants in private practice and was an assistant district attorney in Pittsburgh, PA, where he was a specially appointed prosecutor of insurance fraud/white collar crimes.
Mr. Eisenberg is the immediate past chair of the Pennsylvania Bar Association Insurance Staff Attorney Committee. He also represents Chartis on the Executive Committee of the ACC Insurance Staff Attorney Committee. Mr. Eisenberg has been certified by the U.S. District Court for the western district of Pennsylvania as an early neutral evaluator. He frequently serves as an instructor for both internal and external training on a variety of insurance and litigation topics.
Mr. Eisenberg received his JD from Duquesne University School of Law, where he was a member of the Law Review. He received his BA in public administration from Juniata College.
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Brian Kenner
Managing Director and General Counsel
GreenPoint Global
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Douglas McQuiston
Regional Attorney
Nationwide Mutual Insurance Company
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Doug McQuiston is a regional attorney with Nationwide Insurance Company's trial division. He oversees management of staff counsel offices in five states: Colorado, Utah, Arizona, Oregon and Washington. Before joining Nationwide, he was a managing attorney for Safeco Insurance, where he started and ran a new Safeco staff counsel office in Golden, Colorado. He has worked on developing standards and best practices for operating "Less Paper" law offices for eight years, and has handled electronic case and document management transitions for both Safeco and Nationwide.
Mr. McQuiston also maintains an active insurance defense practice in courts throughout Colorado, and has practiced in the insurance defense field since 1981, handling cases ranging from medical and professional negligence to products, general liability, auto, insurance coverage disputes, and commercial tort matters, in both private firm and insurance staff counsel settings.
Mr. McQuiston is a member, frequent contributing writer, and past chair of the Denver Bar Association Docket Committee, publisher of the DBA's monthly magazine. He has been a contributing editor of the CBA Litigation Section News, and wrote the chapter on Venue in West Publishing's Colorado Civil Procedure Forms and Commentary (1996). He has served as a Denver bar association representative on the Colorado Bar Association board of governors, and is past vice president of the Denver Bar Association (2007-2008). He currently serves on the CBA Professionalism Coordinating Council.
Mr. McQuiston received his BA and JD from the University of Colorado.
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Bob Taylor
Managing Attorney
State Farm Mutual Automobile Insurance Company
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Robert Taylor is the managing attorney for State Farm's claim litigation counsel office in Seattle, WA where he recently got to take part in the transition of the office to a new case management system.
Prior to joining State Farm, Mr. Taylor had retired from Safeco Insurance Companies after working there for almost 30 years. He retired as a senior vice president and senior associate general counsel with management responsibilities for Safeco's nationwide staff counsel operations. He also took part in the conversion of all 35+ offices to a new case management system. Mr. Taylor formerly was member of the Insurance Staff Counsel Committee at the ACC and frequent presenter at annual meeting seminars.
He currently serves and chair to the WSBA Committee for Diversity and remains an active participant in the ACC’s Washington State Chapter Street Law program at Sealth High School in Seattle.
Mr. Taylor received his BA from UCLA and law degree from Loyola University School of Law in Los Angeles.
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Track: Intellectual Property
905 - |
International Licensing of IP |
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Presented by the Intellectual Property committee and the International Legal Affairs committee
Skill Level:
Advanced
Learn how to set up an international licensing program for patents, copyrights and trademarks, focusing on key provisions. Take away model license agreements and checklists for use in your organization.
Speakers:
William Eipert
Senior Managing Counsel
Xerox Corporation
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William Eipert is a senior managing counsel in Xerox Corporation’s office of general counsel. His responsibilities include managing the global development group and the enterprise business group counseling group; counseling business teams respecting hardware and software development, sourcing and integration transactions and drafting and negotiating related agreements; and providing subject matter expertise respecting patent and software licensing matters.
Before joining Xerox, Mr. Eipert worked for the U.S. Department of the Navy drafting and prosecuting patent applications and supporting government contracting. Mr. Eipert has been a member of the IPO Open Source Committee and is currently a member of the ACC IP Committee.
Mr. Eipert received a BS from Northwestern University and is a graduate of DePaul University College of Law.
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Gary Margolis
Deputy General Counsel
DRI Capital Inc
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Gary S. Margolis is deputy general counsel and chief compliance officer at DRI Capital Inc., an investment manager of private equity funds that purchase royalties from pharmaceutical and biotechnology companies, research institutions, universities, and inventors. DRI Capital Inc. is a leader in royalty monetization with over $2 billion in assets under management. Mr. Margolis focuses primarily on the evaluation, acquisition and financing of pharmaceutical royalty assets. He conducts extensive due diligence on these assets by reviewing their underlying license agreements and patent estates. Mr. Margolis also has primary responsibility for overseeing DRI Capital Inc.’s policies, procedures and compliance infrastructure, and is a member of DRI Capital Inc.’s Risk Management and Steering Committees.
Prior to joining DRI Capital Inc., Mr. Margolis completed his articles at Osler, Hoskin & Harcourt LLP in Toronto, Ontario, and then worked as an associate at Simpson Thacher & Bartlett LLP in New York, NY and at Dewey Ballantine LLP in London, UK. His practice focused on mergers and acquisitions and securities law.
Mr. Margolis attended the University of Toronto, where he received a BSc in Human Biology and a JD, with honors.
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Julie Mar-Spinola
VP, Legal
Alta Devices, Inc.
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Julie Mar-Spinola is vice president, legal of Alta Devices, Inc. in Silicon Valley, CA, and is responsible for all of the company’s legal affairs. She specializes in strategic intellectual property, litigation, and IP and technology licensing, as well as corporate governance and risk management.
Ms. Mar-Spinola has significant litigation and trial experience before state and federal courts and other tribunals, including the Court of Appeals for the Federal Circuit, the International Trade Commission (ITC), the US Court of Customs and Patent Appeals, the International Centre for Dispute Resolution, International Arbitration Tribunal; and the Court of First Instance, Antwerp, Brussels. She was also an adjunct professor of patent law at Santa Clara University, School of Law, and is a faculty member with the Practicing Law Institute (PLI), San Francisco. Most recently, Ms. Mar-Spinola serves as a mediator on IP-related disputes for the US District Court, for the Northern District of California.
She is a founder and a member of the board of directors of ChIPs, an organization of professional women in chief IP counsel roles at major companies, committed to initiatives that develop the careers of other women in patent-related fields through mentoring, best practice sharing, and other forms of support.
She speaks on panels for several professional organizations, including Association of Business Trial Lawyers (ABTL); Association of Corporate Counsel Association (ACC); IP Law & Business; Women in Licensing, Bay Area; ACC’s San Francisco Bay Area Chapter, and IP Counsel Café.
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William McGreevey
Senior Counsel
Eastman Chemical Company
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Bill McGreevey is a senior counsel in the intellectual property group at Eastman Chemical Company. He has served as lead or sole intellectual property counsel to a variety of businesses that have included both established and developing businesses. A significant portion of his practice includes negotiation and drafting of agreements associated with licensing of core Eastman manufacturing technology to licensees worldwide. These have included licenses related to joint ventures or entities that would provide product to Eastman as well as stand-alone licenses.
Prior to joining Eastman, Mr. McGreevey practiced in the intellectual property group in the Atlanta office of Kilpatrick Stockton (now Kilpatrick Townsend) after nine years of practicing litigation and environmental law.
Mr. McGreevey received a BS from Wake Forest University and a JD from the National Law Center of George Washington University.
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Track: Litigation and Dispute Resolution
1005 - |
How to Survive a C-Suite Scandal |
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Presented in cooperation with Littler Mendelson, P.C.
Skill Level:
Advanced
Scandals involving C-suite leaders are existential challenges for an organization. In most cases, media outlets cite the company name more than the individual's. Interests diverge. Loyalties undermine clarity of response. Internal investigations often feed -- rather than resolve -- the controversy. Past problems present patterns. Brand dilution is merely one problem. Is there life after a C-suite scandal? How can you best steer through treacherous waters? The speaker has led employer responses to dozens of high-profile cases; he will share guiding principles and pragmatic solutions.
Speakers:
Dave Curran
CEO & Chief Legal Officer
Risk Readiness Corp.
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Nancy Delogu
Office Managing Shareholder
Littler Mendelson PC
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Harry Jones
Shareholder
Littler Mendelson, P.C.
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Harry Jones is a shareholder in the Dallas office of Littler Mendelson P.C. He provides employment law counsel to regional, national, and multi-national employers in the field of trade secret protection and unfair competition; discrimination, retaliation and whistleblowing; ethical codes; and wage-and-hour issues. He also leads complex investigations and response strategies for public and private employers, particularly when media coverage is intensely negative. His clients are concentrated in the construction, food, and financial services industries.
Prior to joining Littler, Mr. Jones founded a firm in Dallas that specialized in high-profile investigations to protect institutional value.
He serves on the board of advisors to the world-renowned Cooper Aerobics Center in Dallas, and does pro bono work for the Jubilee Park Center and the nonPareil Institute for autism.
Mr. Jones graduated from Abilene Christian University with a BA in history, and received his JD from Texas Tech University School of Law.
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Jonathan Mann
Vice President & General Counsel
Advantage Resourcing International
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Track: Small Law Department
1105 - |
Are We Great or Just So-So? Finding the Benchmarks Necessary to Assess the Performance of Your Law Department |
- Sold Out
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Presented in cooperation with Thomson Reuters
Skill Level:
Advanced
Is your law department tracking metrics regarding legal inventory, cycle time, spending and results? How do you determine whether your department’s results or performance is better or worse than other similar companies or law departments? Which benchmarks do you rely on to make data-driven decisions, like defending your current staff levels or changing your existing legal budget? This session will provide specific examples of the wide range of current benchmarking data sources available to assess how well you are doing, as well as potential areas of opportunity to improve performance.
Speakers:
Molly Dodge
Director - Legal Department
Capital One Services, Inc.
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Molly Dodge currently serves as director of the legal operations group at Capital One. Her primary responsibilities include the oversight and management Capital One's Preferred Provider Network (PPN) of outside counsel law firms, legal’s matter management and e-billing system, Serengeti Tracker, and various legal department initiatives which enable the effective and efficient management of Capital One’s legal services. Ms. Dodge and her team ensure that outside counsel, the legal technologies and legal’s processes and procedures meet the legal and business requirements of each practice group within legal, as well as, internal and external business clients.
Throughout her career at Capital One, Ms. Dodge has worked in risk operations, IT and finance, focusing on organizational, change and program management. While in legal, she has lead efforts regarding the initial implementation of the information retention policy, the legal hold order process, legal department integrations resulting for acquisitions and overall management of outside counsel engagement strategies.
Prior to joining Capital One, Ms. Dodge worked with Henrico County Public Schools as an information technology specialist focusing on the implementation of technology into the curriculum and classroom environment. Ms. Dodge received her Masters of Education from Virginia Commonwealth University in instructional technology and her undergraduate degree in Secondary Education.
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Jim Merklinger
Vice President and General Counsel
ACC
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James Sullivan
Assistant General Counsel
FMC Technologies
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Jim Sullivan is an assistant general counsel for FMC Technologies, Inc., where he is responsible for managing FMC’s global portfolio of intellectual property assets. He works closely with the vice president of technology, the directors of FMC’s three regional technology centers and the general managers of FMC’s emerging technology businesses to identify those areas of technology development where FMC can obtain proprietary positions. He also designed and manages, FMC’s value-focused IP asset management (IPAM) program, which tracks FMC’s technologies throughout their life cycles to ensure that FMC focuses its resources on those assets that contribute to FMC’s bottom line.
Prior to joining FMC Technologies, he was engaged in private practice in New England, where he provided the full range of intellectual property related services, including patent and trademark prosecution, enforcement and defense.
Mr. Sullivan graduated from the University of Notre Dame with a BS in mechanical engineering and earned his JD from the University of New Hampshire's Franklin Pierce Law Center. From 1981 to 1986, he served in the U.S. Navy as a nuclear submarine officer.
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Rob Thomas
Vice President, Market Development Group, Corporate Legal Segment
Thomson Reuters
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Rob Thomas is vice president, market development group, corporate legal segment of Thomson Reuters. He was an architect of Serengeti’s online matter management/e-billing system, the profession’s most widely adopted technology for managing legal work (www.serengetilaw.com). Over 150,000 legal professionals in 180 countries currently use Serengeti to track and report on legal spending, documents, budgets, progress, and results. The ACC adopted Serengeti’s widely-used attorney evaluation methodology for the ACC Value Index.
Mr. Thomas created the annual ACC/Serengeti Managing Outside Counsel Survey in 2001. Each year he authors the 170+ page survey report, widely regarded as the definitive analysis of the latest trends in managing work with in-house and outside counsel. His articles have appeared in virtually all of the profession’s leading publications, including the ABA’s Law Practice Management, the ACC Docket, ILTA’s Peer-to-Peer, and European GC.
Prior to joining Serengeti, Mr. Thomas had more than twenty years of diverse experiences as a practicing attorney. He handled complex litigation and corporate finance transactions for the largest commercial law firm in Seattle, WA, and international transactions for a Tokyo law firm. For twelve years, he managed complex litigation and acquisitions for large corporate clients of the Seattle firm of Stokes Lawrence. He served as the firm’s managing partner, and handled national projects involving teams of both in-house and outside counsel.
Mr. Thomas received his undergraduate degree with honors from Princeton University, and his law degree from Stanford Law School, where he was a member of the Stanford Law Review.
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Track: Environment and Energy
1205 - |
Risk Assessment Best Practices: Lessons from Compliance Programs |
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Presented by the Environmental & Sustainability committee and the Compliance & Ethics committee
Skill Level:
Intermediate
What is the most effective way to assess your company's risk profile? Learn lessons from the EPA, OSHA, the Clean Air Act and more. A panel of experts will share their experiences in compliance programs and the tools and techniques they have successfully used. They'll discuss who should be at the table, effective interview and fact-gathering techniques, what risk assessments can and should produce, assessing risks created by third parties, avoiding risks from risk assessments and considering ethical consequences.
Speakers:
Christine Connolly
Vice President, Corporate Secretary & Chief Compliance Officer
Dollar General Corporation
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Christine Connolly is vice president, corporate secretary and chief compliance officer of Dollar General Corporation, the largest discount retailer in the United States by number of stores.
In addition to overseeing board and governance-related matters, she advises the company on Securities Exchange Act and Securities Act matters and New York Stock Exchange compliance. She also coordinates Dollar General's umbrella compliance program, including chairing the executive compliance committee and overseeing the risk assessment process. Prior to Dollar General, Ms. Connolly practiced law as an associate with Dinsmore & Shohl LLP and Thompson Coburn LLP, focusing on securities law, mergers and acquisitions and general corporate law.
Ms. Connolly earned a BS from Missouri State University and JD from Vanderbilt University School of Law.
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Christopher Goddard
Associate General Counsel
Washington University in St. Louis
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Christopher W. Goddard is associate general counsel for Washington University in St. Louis. His responsibilities cover a wide spectrum of corporate, litigation, and healthcare activities. He devotes a substantial portion of his practice to regulatory and corporate compliance in areas such as federal grants and contracts, physician billing, data privacy and security, international initiatives, export controls, and environmental health and safety. He also handles software licensing, litigation management, and insurance matters.
Prior to joining Washington University, Mr. Goddard served as a special assistant United States attorney for the Eastern District of Missouri and as a law clerk to the Honorable Raymond W. Gruender, U.S. Court of Appeals for the Eighth Circuit. He is also an adjunct professor for Washington University School of Law.
Mr. Goddard serves on the board of directors for the ACC’s St. Louis Chapter. He is a member of the National Association of College and University Attorneys. His civic involvement has included various roles with the Juvenile Diabetes Research Foundation, the Donald Danforth Plant Science Center, and the Ronald McDonald House Charities.
Mr. Goddard received his BA from the University of Notre Dame and his JD from Washington University School of Law.
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Patricia Hanz
Assistant General Counsel
Briggs & Stratton Corporation
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Amy Hutchens
General Counsel, Vice President
Watermark Risk Management International, LLC
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Amy Hutchens is certified by the Society of Corporate Compliance and Ethics as a Corporate Compliance and Ethics Professional (CCEP) and currently serves as Watermark’s general counsel and vice president of compliance and ethics services. She works with corporations assisting with development of the compliance and ethics infrastructure required by the Federal Sentencing Guidelines and Federal Acquisition Regulation. She has developed, implemented, and managed all aspects of compliance programs including assessing risk, drafting policies, training employees, developing codes of conduct, and establishing monitoring and investigative protocols to maximize value and effectiveness in compliance and ethics programs.
Previously, Ms. Hutchens was a special assistant United States Attorney and an Air Force Judge Advocate, attaining the rank of Major, before beginning her civilian career in-house. She has federal litigation experience, as well as experience advising executive management on personnel, compliance and ethics matters.
As a veteran herself and the spouse of a 100% combat disabled veteran, Ms. Hutchens dedicates her pro bono time to assisting military veterans with a range of legal issues. She is a volunteer attorney with the Virginia State Bar Veteran’s Initiative and is active in her retired/reserve Judge Advocate General’s network.
Ms. Hutchens is a graduate of the Johns Hopkins Peabody Conservatory of Music, and Vanderbilt University School of Law.
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12:45 PM
- 2:15 PM
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General Lunch & Program: ACC Value Champions |
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Hear from the inaugural ACC Value Champions about their successful programs to reduce spending, achieve near certain predictability of spending, and/or improve legal outcomes. This moderated panel discussion will draw out the keys to success from each ACC Value Champion. You’ll hear the stories of law department leaders – and some of the law firm partners with whom they collaborated – who drove value for their clients and were selected from an incredibly strong and deep pool of nominees. Whether you work in a small, medium or large department, you will hear about management tactics – from basic to innovative – that you can take back to your office. Then you too can take the ACC Value Challenge and become a champion.
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Corporate & Securities Committee Business Meeting |
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Energy Committee Business Meeting |
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International Legal Affairs Committee Business Meeting |
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IT, Privacy & eCommerce Committee Business Meeting |
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New to In-house Committee Business Meeting |
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Nonprofit Organizations Committee Business Meeting |
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2:30 PM
- 4:00 PM
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Track: Driving Change
006 - |
1+1=3: Aligning Corporate Social Responsibility and Pro Bono |
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Presented in cooperation with the Pro Bono Institute
This interactive session will explore the intersection of corporate social responsibility (CSR) and pro bono, paying particular attention to how a legal department can use pro bono to complement its company’s larger philanthropic efforts.
Speakers:
James Jenkins
Senior Vice President and General Counsel
Deere & Company
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James R. Jenkins is senior vice president and general counsel of Deere & Company. He is chief legal officer for Deere & Company worldwide, with executive management responsibility for the law, patent, center for global business conduct, public affairs, corporate communications and brand management departments.
Before he joined Deere & Company, he was vice president, secretary and general
counsel at Dow Corning Corporation in Midland, MI. He served in a variety of leadership roles while at Dow Corning, including participation on the corporate executive, finance, trademark, and public policy committees, as well as the senior management team responsible for the resolution of the silicone breast implant controversy.
Mr. Jenkins is currently a director of HNI Corporation (NYSE:HNI), Muscatine, IA. He serves on the board of the American Arbitration Association, and was chair of the Association of Corporate Counsel in 2005. He is also a member of the Executive Leadership Council, Inc., the Association of General Counsel, and the American Law Institute.
A native of the Chicago area, Mr. Jenkins received a BA from the University of Michigan. He served in the U.S. Army, including a year as an interrogation officer at the Combined Military Interrogation Center, Saigon, Vietnam, and was awarded a Bronze Star for meritorious service. He received his JD from the University of Michigan Law School. He also attended the Program for Management Development at the Harvard Business School.
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Ellen Lambert
Exec Dir, Corporate Contributions, Exec VP, The Merck Company Foundation
Merck & Co., Inc.
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Ellen Lambert is the executive vice president, The Merck Company Foundation, and executive director, Merck Office of Corporate Philanthropy. She has primary operational responsibility for the Office of Corporate Philanthropy and The Merck Company Foundation, which together provide cash contributions of between $50 - $70 million dollars annually to a range of organizations worldwide. She also has responsibility for The Merck Institute for Science Education, and The Merck Childhood Asthma Network. Major initiatives include the African Comprehensive HIV/AIDS Partnership in Botswana, the Merck-China HIV/AIDS Partnership, Merck Vaccines Network – Africa, the UNCF/Merck Science Initiative, the Merck/AAAS Undergraduate Science Research Program, the Merck Alliance to Reduce Disparities in Diabetes, Rx to Fight Hunger, and the Save the Children Front Line Health Workers advocacy initiative. In 2010, The Office of Corporate Philanthropy began the work to create the Richard T. Clark Fellowship, a cross borders pro bono partnership program. This year the first five Merck fellows launched the program.
She has 25 years of experience in philanthropy and corporate citizenship, serving as executive director of The Healthcare Foundation of New Jersey, a private healthcare foundation as well as director of corporate relations and contributions at Roche, where she managed the U.S. corporate reputation and contributions program.
She is an adjunct professor at New York University, teaching master's level and certificate courses on civil society, globalization and philanthropy in the Heyman School of Continuing Education. She serves on the UN Advisory Council for EWEC and Women For Water.
Ms. Lambert received her BA from the Newhouse School of Communications at Syracuse University, an MAT from Tulane University in New Orleans and a JD from Seton Hall University School of Law.
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Esther Lardent
President & CEO
Pro Bono Institute
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Long active in legal services and the organized bar, Esther F. Lardent founded the Pro Bono Institute in 1996, after working several years as an independent legal and policy consultant.
She was the founder and first director of the Volunteer Lawyers Project of the Boston Bar Association, one of the nation’s first organized pro bono programs.
Ms. Lardent serves in the ABA's House of Delegates and was a member of the ABA board of governors from 1996 to 1999. Most recently, she has been named co-chair of DLA Piper (US) LLP’s innovative global pro bono project, New Perimeter, as well as a member of the Global Advisory Committee for Ashoka’s ASE program.
Ms. Lardent received a BA from Brown University and is a graduate of the University of Chicago Law School.
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Ellen Rosenthal
VP & Assistant General Counsel Litigation/Chief Counsel, Pfizer Legal Alliance
Pfizer Inc.
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Ellen J. Rosenthal is vice president and assistant general counsel for litigation at Pfizer. Ms. Rosenthal serves as chief counsel of the Pfizer Legal Alliance (PLA), the company’s industry-leading alternative-fee model through which 19 member law firms work collaboratively on an annual flat-fee basis to provide legal services for the company. PLA has transformed the way legal services are valued and delivered through a large network of lawyers encouraged to work together to address Pfizer’s legal needs. Ms. Rosenthal is responsible for operational and strategic oversight of the PLA, which handles approximately 75 percent of Pfizer’s global legal work. Ms. Rosenthal has been integral in enhancing the PLA’s value by establishing professional development opportunities for junior-level associates, implementing a PLA personalized diversity program, creating a Pfizer-specific continuing legal education program, and championing an intranet website (the PLA Exchange) to improve knowledge management and communication.
Before joining Pfizer, Ms. Rosenthal worked in the general counsel’s office of Mount Sinai Medical Center and also worked as a prosecutor responsible for sex crimes and racketeering cases. Ms. Rosenthal also spent time in private practice. She is a graduate of Wesleyan University and earned her JD at Columbia Law School. She has been a trustee of several arts organizations and a not-for-profit health care plan, and currently serves on the advisory board of the Berman Institute of Bioethics at Johns Hopkins University.
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Track: Driving Change
106 - |
Lessons Learned on the ACC Value Challenge Journey |
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Skill Level:
Intermediate
Many have taken the challenge and implemented new management practices — from value-based fee structures to project, process and knowledge management — and learned much along the way. Course corrections are as instructive as success stories, and you’ll hear about both from veterans of the value journey.
Speakers:
Robert Harchut
VP & Associate General Counsel
GlaxoSmithKline
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Robert Harchut serves as head of GSK’s Global External Legal Relations Team (“GELRT”). In this role, he is responsible for creating strategies and implementing processes to dramatically change the paradigm by which GSK pays for legal services and to significantly reduce GSK’s external legal spend worldwide. Prior to this role, he served for 11 years as head of GSK’s Dispute Resolution and Prevention Group, responsible for managing all of GSK’s U.S. litigation/investigations (excluding patent cases).
Mr. Harchut joined GSK as counsel in the litigation group, and later transferred to the commercial legal team where he provided legal advice to former subsidiary SmithKline Beecham Clinical Laboratories. He became SBCL’s general counsel and a member of its Executive Management Team. Mr. Harchut was then appointed managing partner for legal operations, North America, responsible for the provision of legal services to Pharmaceuticals North America, Consumer Healthcare North America, and Healthcare Services. He then became head of GSK’s Dispute Resolution & Prevention Group. Prior to joining GSK, he served as a law clerk for the U.S. District Court in Philadelphia, and he was also an associate at a large Philadelphia law firm.
Mr. Harchut graduated with a BA (summa cum laude) from St. Joseph’s University in Philadelphia and obtained his JD (cum laude) from Villanova University School of Law where he was a member of the Order of the Coif and editor-in-chief of the Villanova Law Review.
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Emily Jelich
Vice President & Associate General Counsel, RBC Law Group
Royal Bank of Canada
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Emily Jelich is vice president and associate general counsel with the Royal Bank of Canada in Toronto, Canada. Ms. Jelich heads both the global capital markets legal team and the global dispute management legal team, which include team members in Canada, the US, UK and Hong Kong.
Ms. Jelich has been a member of the RBC Law Group for 17 years and was, for a short time, the general counsel of the International Swaps and Derivatives Association.
Ms. Jelich is a member of the ACC Value Challenge Steering Committee, the New York Financial Markets Lawyers Group, the Canadian ISDA Steering Committee and various working groups within ISDA.
Ms. Jelich is a graduate of Carleton University and received her LLB from Osgoode Hall.
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Dennis Lynch
Vice President & Chief Litigation Counsel
Tyco International Ltd.
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Gary Nelson
VP of Legal Operations
Medtronic, Inc.
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Gary Nelson is vice president, legal operations and risk management for Medtronic, Inc. Mr. Nelson provides support to Medtronic’s global legal operations in the areas of financial management and reporting, process improvement and information technology. His objectives in these areas are to develop better transparency, improved efficiency and lower costs for the legal function. Other responsibilities include managing Medtronic’s global risk management and insurance program which covers insurance operations, business continuity management, environmental management, and employee health and safety.
Prior to joining Medtronic, his work experience included a variety of positions in finance and risk management with Bull HN Information Systems, Honeywell, and General Electric. Mr. Nelson holds a BS in business administration from the University of Minnesota, an Associate in risk management (ARM) designation, and he serves on the board of the Minnesota Workers’ Compensation Reinsurance Association.
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Track: Compliance and Ethics
206 - |
Best Practices for Managing Federal Funding and Government Contracting |
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Presented by the Nonprofit Organizations committee
Skill Level:
Advanced
Federal funding - - from grants to contracts, POs to cooperative agreements and block grants - - has become increasingly complex; and organizations are finding themselves relying more on it. Meanwhile, staying on top of the myriad rules and regulations, and ensuring compliance with those regs, can be daunting. Review new regulations, including the new rules on misconduct in science and financial conflicts of interest and other developments; acquire best practices and good resources for management policies and procedures; and discuss what to do when something goes wrong with your organization's federal funding.
Speakers:
Dismas Locaria
Associate
Venable LLP
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Dismas Locaria is an associate in Venable LLP’s government contracts group. Mr. Locaria's practice focuses on assisting government contractors in all aspects of working with the Federal government, as well as representing and counseling clients in the homeland security field.
Mr. Locaria has represented clients before various Federal agencies, including the various components and subagencies within the Department of Defense, GSA, SBA, HSS, EPA, Army Corps. of Engineers, Maritime Administration, as well as others. The subject of these representations has ranged from suspension and debarment and regulatory matters, to contract procurement, and administration. Mr. Locaria also has extensive experience in client counseling, including assisting clients with the nuances of becoming government contractors and implementing appropriate systems and methods to achieve and maintain regulatory and contractual compliance.
Mr. Locaria provides pro bono contract formation and negotiation advice to worthy non-profit organizations, as well as representing various indigent persons in Social Security insurance claims as well as indigent persons embroiled in landlord/tenant disputes.
Mr. Locaria received BA’s in political science and economics from San Francisco State University and is a graduate of the University of Maryland School of Law.
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Lisa Morris
Compliance Officer
LA Conservation Corps
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Lisa D. Morris serves as the compliance officer of the Los Angeles Conservation Corps (“LA Conservation Corps”), which provides at risk youth with job training, education, and work experience with an emphasis on conservation projects. She is primarily responsible for ensuring legal and contractual compliance for about 150 federal, state, local, and private grants. Ms. Morris oversees the agency’s contract management, internal audit, and records management systems. She is member of the agency’s executive management team and serves as the liaison for the board of directors on audit-related matters.
Prior to joining the LA Conservation Corps, Ms. Morris served as in-house counsel at Crystal Stairs, a childcare development agency in Los Angeles. While at Crystal Stairs, Ms. Morris provided legal counsel to the organization in a variety of substantive areas, including employment law, contract law, and corporate governance.
She is currently on the board of directors of the Neighborhood Legal Services of Los Angeles County and is a member of the Association of Corporate Counsel.
Ms. Morris holds a BA in sociology from UC Santa Barbara and is a graduate of Pepperdine University School of Law. She is certified as a senior professional in human resources.
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Colleen Struss
Dir of Finance / CLO
AAAS
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Colleen K. Struss is the director of finance and chief legal officer for the American Association for the Advancement of Science (AAAS), publisher of the peer-reviewed scientific journal Science, in Washington, DC. In her role as director of finance, she oversees and directs the financial operations of the Association and its subsidiary, including audit, financial reporting, tax, budget preparation and analysis, and grants management. Ms. Struss directs and implements domestic and international tax strategies for the Association, and devises policies and implements procedures to ensure sound financial operations for the Association as well as compliance with relevant legal and regulatory authorities. As chief legal officer, Ms. Struss develops and implements corporate structure recommendations, oversees legal, tax and intercompany transfer pricing arrangements for branch and international subsidiary operations, reviews contractual agreements for the Association, assists offices as lead negotiator for major contracts, including leases and multi-million dollar service contracts, oversees bond compliance matters, and serves in a general advisory capacity to senior management.
She is a member of the Virginia Bar Association and the ABA, as well as the AICPA, GWCPA and other professional accountancy organizations, and volunteers in a number of local community non-profit organizations in the Northern Virginia area.
Ms. Struss holds a degree in accounting from Iowa State University and received her JD, cum laude, from George Mason University School of Law.
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Stephanie Tsacoumis
General Counsel
Georgetown University
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Track: Contracts and Negotiations
306 - |
Advanced Issues in Leasing |
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Presented by the Real Estate committee
Skill Level:
Intermediate
You'll break into small groups in this hands-on session to draft lease clauses for review by the presenters. Learn about tax clauses, common area maintenance and operation expense, exclusivity and restricted use clauses, use clauses, condemnation and indemnification.
Speakers:
Matthew J. Cimino
General Counsel and Secretary
Welsh Property Trust, LLC
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Matthew J. Cimino is general counsel and secretary for Welsh Property Trust, LLC (Welsh) based in Minneapolis, MN. As general counsel, Mr. Cimino oversees all legal operations for Welsh and its subsidiaries, including corporate governance/compliance and the structuring and negotiation of all joint ventures, private placements, acquisitions, dispositions, financing and leasing. He also manages Welsh’s in-house legal department and serves as the company’s corporate secretary.
Prior to his appointment as general counsel, Mr. Cimino served as senior corporate counsel for the company, with primary responsibility for all legal aspects of the company’s leasing, acquisition and disposition transactions. Prior to joining Welsh, he practiced at law firms in Kansas City and Minneapolis, focusing in the areas of real estate, finance, corporate and environmental law.
Mr. Cimino is a member of the real property law section of the Minnesota State Bar Association. Mr. Cimino also sits on the board of directors for The Soap Factory, a nationally-recognized gallery and artist cooperative located in Minneapolis and he is a past member of the Pro Bono/Community Service Committee for the ACC’s Minnesota Chapter.
Mr. Cimino received a BS from Montana State University and is a graduate of Creighton University School of Law, where he was a member of the Creighton Law Review.
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Lenore Reedy
Associate Counsel
Arthur J. Gallagher & Co.
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Lenore D. Reedy is associate counsel in Arthur J. Gallagher & Co.’s (“Gallagher”) legal department located in Itasca, IL. Ms. Reedy’s main responsibilities include providing legal counsel to the company on all aspects of its real estate matters, including Gallagher’s portfolio of leased commercial office spaces containing more than 3.5 million square feet at over 550 locations. Specifically, she drafts, reviews and negotiates all types of commercial lease documents, mainly in the representation of tenant’s interests.
Prior to joining Gallagher, Ms. Reedy worked for Realty & Mortgage Co. (“RMC”) in Chicago. While at RMC, she performed a variety of tasks and provided counsel for a property management firm which represented the interests of owners of multi-tenant residential buildings, including preparation and negotiation of leases and resolving numerous types of landlord-tenant disputes.
She currently serves as the secretary of the Association of Corporate Counsel’s (“ACC”) Real Estate Committee (2011-12 term). Ms. Reedy is also involved with her church, serving as a frequent lector and volunteering in various other roles and functions as requested by her parish.
Ms. Reedy received a BA from the University of Illinois at Urbana-Champaign and is a graduate of The John Marshall Law School in Chicago.
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Christopher Thanner
Partner
McGuireWoods LLP
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Christopher J. Thanner is a partner in the real estate and land use department of McGuireWoods LLP’s Jacksonville, FL office. His practice includes commercial real estate leasing and development, acquisition and disposition of distressed assets, real estate finance and financial services litigation.
He is past chair of the Jacksonville Bar Association’s real property law section and is active in pro bono and civic matters, including providing legal assistance to a not-for-profit community development corporation building affordable housing in the City of Jacksonville.
Mr. Thanner received his BSFS from Georgetown University, his MA from The College of William and Mary and is a graduate of William and Mary Law School.
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Track: Corporate and Securities
406 - |
Advising Your Independent Directors: Help Them to Help You |
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Presented in cooperation with Ashby & Geddes, P.A.
Skill Level:
Intermediate
The role that your company’s independent directors play in governance has never been greater than it is today. As businessmen and -women, they look to you for guidance on how to fulfill that important role. A carefully advised and fully engaged body of independent directors can assure your stakeholders, government regulators and judicial officers that your firm’s governance process is entirely reliable. On the other hand, common but avoidable pitfalls can turn this valuable asset into a liability. Attend to gain the knowledge and tools to advise your independent directors confidently regarding the performance of their important duties.
Speakers:
LaFleur Browne
Vice President & Assistant Corporate Secretary
SLM Corp. (Sallie Mae)
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Richard Renck
Director
Ashby & Geddes, P.A.
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Richard L. Renck is a director of Ashby & Geddes, P.A. in Wilmington, DE. His responsibilities include representing companies, controlling stockholders, as well as directors in various proceedings in the Court of Chancery, including litigation involving corporate mergers and acquisitions and shareholder class and derivative actions. Richard has also advised special committees of directors, company’s involved in proxy contests, as well as companies engaged in complex commercial litigation.
Prior to joining Ashby & Geddes, P.A., Mr. Renck served as a clerk for the Court of Chancery of the State of Delaware. In recent years, he has been appointed co-vice chair of the American Bar Association business law section's Business Courts Subcommittee and appointed by Delaware's Court of Chancery as a special master and receiver in order to gather the books and records of a Delaware corporation, determine its rightful stockholders and convene an annual meeting for the election of directors.
Mr. Renck received a BS from Presbyterian College in Clinton, SC and is a graduate of the University of South Carolina School of Law.
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Alexander Simpson
Vice President, General Counsel & Corporate Secretary
Reis, Inc.
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Alex Simpson is vice president, general counsel and corporate secretary of Reis, Inc., a Nasdaq-listed business information (commercial real estate data) company. He is responsible for all legal matters affecting Reis, including corporate governance, SEC disclosure, litigation management, employment and intellectual property matters.
Prior to joining Reis, Mr. Simpson was associated with Davis Polk & Wardwell and later a partner at King & Spalding, both in New York City. In private practice, he advised issuers and underwriters in connection with a wide range of securities offerings, and also provided advice on general corporate matters, including corporate governance.
He a member of the ACC's Greater New York Chapter, and been a member of the board of directors since 2010, is president of the board of his cooperative apartment building, and is an officer of Ever Green Boat Club (a Dartmouth alumni rowing club).
Mr. Simpson received a BA from Dartmouth College and is a graduate of the Duke University School of Law, where he was managing editor of the Duke Law Journal.
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Brad Stein
Vice President-Legal & Assistant Secretary
Forestar Group Inc.
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Brad Stein is vice president and assistant secretary of Forestar Group Inc. (NYSE: FOR), a real estate and natural resources company located in Austin, TX. At Forestar, he advises the company regarding its transactions and operations, manages litigation, is closely involved in governance and risk oversight functions, and counsels management, the board of directors and board committees.
Prior to joining Forestar, Mr. Stein worked in the legal department of Temple-Inland Inc., a Fortune 500 company then spun-off Forestar in 2007. Before working in-house, Mr. Stein practiced law at Brown McCarroll in Austin, TX and Paul Hastings in Los Angeles, CA.
In Austin, Mr. Stein has created a pro bono legal aid organization and also provides pro bono legal services and consultation to music and entertainment related businesses. He serves on the board of several nonprofit organizations, including Make A Wish Foundation, Any Baby Can, Austin Music Foundation and Austin Music People.
Mr. Stein graduated from the University of Michigan and received his law degree as Dean’s scholar from the St. Louis University School of Law.
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Track: Employment and Labor
506 - |
Covering the Bases: Does Your Code of Conduct Address Key Risks? |
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Presented by the Compliance & Ethics committee and the Employment & Labor committee
Skill Level:
Advanced
This workshop will address trends and best practices in Code of Conduct drafting, based on recent benchmarking, studies of codes of public companies and the use of risk assessments. Learn how to implement an effective risk assessment process. You will have the opportunity to work on revisions to your Code during the session; please bring a copy with you.
Speakers:
Chuck Baldwin
Shareholder
Ogletree Deakins
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Charles Baldwin, a shareholder at Ogletree Deakins, has 26 years of experience as an advocate for management in all aspects of labor and employment matters. He also serves as a member of Ogletree’s board of directors.
As a trial lawyer, Mr. Baldwin served as lead counsel defending employers at trial and on appeal in class actions, multi-plaintiff and individual lawsuits arising out of every conceivable type of workplace dispute. He was selected by AIAM and AAMA to be counsel for Amici Curiae in the Seventh Circuit in a case of first impression under the Americans with Disabilities Act.
For many years, Mr. Baldwin served as the Seventh Circuit editor for the “Employment & Labor Relations Litigation Newsletter” of the ABA. As a contributing author for the first and second edition of “Model Jury Instructions: Employment Litigation,” published by the Litigation Section of the ABA.
Mr. Baldwin was chosen Volunteer of the Year for 2001 by the Indiana Chamber of Commerce and in 2000 was appointed to the Indiana Chamber’s board of directors. He has been featured in the 11th-13th editions of Who’s Who in American Law and selected by Chambers USA Leading Business Lawyers in the USA (2004 to present) as one of the top labor and employment lawyers in Indiana, the Best Lawyers in America since (2007 to present). In 2009, Mr. Baldwin was inducted into the College of Labor and Employment Lawyers, a non-profit professional association honoring the leading lawyers nationwide in the practice of labor and employment law.
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Megan Belcher
Vice President and Chief Employment Counsel
ConAgra Foods, Inc.
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Megan Belcher is vice president and chief employment counsel for ConAgra Foods, Inc. a Fortune 500 consumer package goods company with over 20,000 employees. ConAgra Foods manufactures and distributes product lines such as Healthy Choice, Orville Redenbacher, Hunt’s, Egg Beaters, PAM, Banquet, Marie Callender's, and Alexia. In her position she leads the team of attorneys and professionals who handle the labor, employment, affirmative action, and benefits related legal work for the company, which includes managing all employment litigation and employee related legal matters nationally and internationally.
Prior to joining ConAgra Foods, Ms. Belcher practiced in the labor and employment department of a large law firm, defending corporate clients in their labor and employment litigation matters and providing counseling on human resources matters.
Ms. Belcher is the current chair of the Employment and Labor Law Committee for ACC and sits on the editorial advisory board for the ACC Docket. She regularly speaks and writes on employment and labor related issues, and was selected as a Top Ten Thirty Something by the ACC Docket in July of 2012.
Ms. Belcher is a graduate of the University of Missouri, with honors, and Boston College Law School. She holds a Certificate in Human Resource Studies from Cornell’s School of labor and industrial relations and is certified as a Senior Human Resources Professional by SHRM.
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Amy Hutchens
General Counsel, Vice President
Watermark Risk Management International, LLC
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Amy Hutchens is certified by the Society of Corporate Compliance and Ethics as a Corporate Compliance and Ethics Professional (CCEP) and currently serves as Watermark’s general counsel and vice president of compliance and ethics services. She works with corporations assisting with development of the compliance and ethics infrastructure required by the Federal Sentencing Guidelines and Federal Acquisition Regulation. She has developed, implemented, and managed all aspects of compliance programs including assessing risk, drafting policies, training employees, developing codes of conduct, and establishing monitoring and investigative protocols to maximize value and effectiveness in compliance and ethics programs.
Previously, Ms. Hutchens was a special assistant United States Attorney and an Air Force Judge Advocate, attaining the rank of Major, before beginning her civilian career in-house. She has federal litigation experience, as well as experience advising executive management on personnel, compliance and ethics matters.
As a veteran herself and the spouse of a 100% combat disabled veteran, Ms. Hutchens dedicates her pro bono time to assisting military veterans with a range of legal issues. She is a volunteer attorney with the Virginia State Bar Veteran’s Initiative and is active in her retired/reserve Judge Advocate General’s network.
Ms. Hutchens is a graduate of the Johns Hopkins Peabody Conservatory of Music, and Vanderbilt University School of Law.
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Andrea Phillips
Legal Counsel
Rolls-Royce North America Inc.
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Andrea Phillips began her Rolls-Royce career at the Indianapolis facility and is now employment counsel and head of litigation for all of the North American facilities (excluding Canada) and is now based in Reston, VA. In her role as employment counsel, she manages employment related litigation, advises HR and management on a myriad of issues including employee relations, performance management, discrimination, harassment medical leave, wage and hour, privacy, workplace violence, reductions-in-force, and many other issues. In addition, she conducts compliance training programs for managers and employees and advises on and/or conducts internal investigations with HR and ethics. As the team head of litigation, she provides guidance to the U.S. legal team on all litigation matters and provides direct oversight on trial preparation and strategy.
Prior to her role as in-house counsel with Rolls-Royce, Ms. Phillips was a staff attorney in the office of the solicitor, U.S. Department of Labor in Chicago, IL. During the early part of her career, she represented labor unions, handled grievances and counseled union members for a New York law firm eventually moving back home to Chicago to work first in private practice and eventually transitioning to federal government representation with the DOL.
Ms. Phillips received her JD from Harvard Law School (Cambridge, MA) where she had the pleasure to see Harvard elect its first African-American law review president, Barack Obama.
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Track: International
606 - |
Investing and Doing Business in India: What Are the Critical Challenges? |
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Presented by the International Legal Affairs committee
Skill Level:
Intermediate
With its rapidly growing economy and expanding middle class, India has become an increasingly attractive market in which to invest and do business. While there has been a liberalization of the Indian economy, regulatory constraints and other challenges remain. Learn about the key bureaucratic, regulatory and legal considerations of making investments, creating joint ventures and distributing products in India, including protecting technology transfers to India and selecting suitable dispute resolution mechanisms.
Speakers:
Sunny Handa
Partner
Blake, Cassels & Graydon LLP
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Sunny Handa is a partner and co-head of Blake, Cassels & Graydon’s (Blakes) Information Technology Group (across all ten Blakes offices) and co-head of the firm’s India Practice Group. Mr. Handa deals with information technology, intellectual property, communications (telecommunications and broadcasting) and electronic commerce matters and a range of corporate/commercial matters relating to technology and communications businesses, as well as a substantial practice in mergers and acquisitions of technology companies.
Mr. Handa has been named consistently by various ranking agencies as one of Canada's leading computer and IT lawyers and as one of Canada's leading technology lawyers.
Mr. Handa is a professor of law (adj.) at McGill University, where he has been teaching since 1994-95. He currently teaches courses on communications law and complex legal transactions (i.e. advanced corporate law) and has taught information technology law, copyright and trade-mark theory, copyright and information technology law, and mergers and acquisitions law in the recent past. He has published widely in legal literature and has also authored and co-authored a number of recent books on information technology, communications law, copyright law and business. His writings have been quoted and cited with approval by courts across Canada including by the Supreme Court of Canada.
He speaks frequently at conferences nationally and internationally, is frequently quoted by the media on information technology, intellectual property and communications issues, and acts as an expert witness on technology matters.
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Alison Lazerwitz
Executive Vice President, General Counsel
Daniel Swarovski Corporation AG
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Alison Lazerwitz is currently the executive vice president and general counsel of Daniel Swarovski Corporation AG, the global leading producer of cut crystal, genuine gemstones and created stones. Swarovski's world headquarters are located in Männedorf, Switzerland.
Ms. Lazerwitz has over twenty five years of experience in international
legal matters, including the development of corporate business integrity/compliance initiatives as well as cross border acquisitions and contracts. Prior to moving to Zurich, she spent nine years in Paris working for Sodexo, an international leader in outsourced services. Ms. Lazewitz was first the chief legal officer for Sodexo and then the senior vice president for international development.
In addition to living in Europe, Ms. Lazerwitz has strong ties to the US. She attended the University of Virginia for both her undergraduate and legal training, and practiced law in Philadelphia for the law firm Duane Morris. She has also been the assistant general counsel for ARAMARK, based in Philadelphia and the general counsel for the Wood Company, based in Allentown, PA.
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Michael Yap
Vice President, Corporate Counsel
Prudential Insurance Company of America
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Michael Yap is the chief legal officer of Prudential’s international investments business. He manages the legal support for Prudential’s investment management operations in Asia, Latin America and Europe. This business offers investment products and services to retail and institutional clients and manages over $180 billion in assets. Previously, he was a vice president and corporate counsel in Prudential’s global real estate investment management business, Prudential real estate investors, one of the largest in the industry with assets in the Americas, the Middle East, Asia and Europe. He served as counsel to the unit's global offices, strategic joint ventures, new initiatives and securities trading team.
Before joining Prudential, Mr. Yap was counsel to Automatic Data Processing’s international business, a unit that then generated annual revenue of nearly $1 billion from multinational clients in the Americas, Asia and Europe.
Mr. Yap served on the board of the Asian American Bar Association of New York and has been honored as one of the National Asian Pacific American Bar Association's Best Under 40. He is also a former chair of the diversity council for Prudential's law, compliance and business ethics division, a council that designs and implements initiatives to promote diversity and inclusive business practices.
Mr. Yap graduated from the University of Chicago and Rutgers University School of Law in Newark and began his legal career as a corporate lawyer at Kramer Levin Naftalis & Frankel in New York City.
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Track: Technology
706 - |
Cyber Attacks and Hacking: Prevention and Response |
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Skill Level:
Intermediate
There has been an epidemic of cyberattacks upon and hacking of corporate Web sites, resulting in security breaches of confidential corporate data. The responsibility for preventing cyber attacks and taking action afterward could be yours. Learn how to set up programs to prevent attacks, coordinate a cyber-defense team and direct a rapid response to an attack. Learn how to coordinate with IT, human resources, legal department and business units; ensure employment policies and compliance program; acquire the necessary insurance; and work with law enforcement agencies.
Speakers:
Robert Kang
Senior Attorney
Southern California Edison Company
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Robert J. Kang is a senior attorney at the Southern California Edison Company. He provides business, legal and strategic advice regarding cybersecurity compliance to Edison's senior executive leadership, operations staff and regulatory personnel. His work addresses every element of cybersecurity from negotiating service agreements with cybersecurity vendors to developing enterprise-wide processes for physical security of critical cyber assets.
Mr. Kang earned his JD from the UCLA School of Law, where he graduated number 10 in his graduating class. He is also a former judicial law clerk for the Honorable Johnnie B. Rawlinson, Circuit Judge of the United States Court of Appeals for the Ninth Circuit.
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Anthony Martin
Associate General Counsel
Walmart Stores, Inc.
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Anthony Martin is the lead privacy and information security counsel for Walmart, its global operations, and affiliates. As legal counsel for the information security group, Mr. Martin and his group support a number of information systems security teams including systems incident response team (SIRT), forensic services, data assurance and cyber intelligence, enterprise security and penetration testing, network and Internet security operations, and a 24/7 security operations center (SOC). In addition, he also serves as chief counsel to the privacy office in its role overseeing international privacy compliance and notification efforts.
Previously, he was the chairman of the privacy and data security department for a 700-person law firm and a professor at St. Louis University School of Law. But, he left those "cushy" and "stable" jobs to found and launch a data protection start-up. Prior to joining Walmart, he sold his controlling interest in the venture (but not the intellectual property).
Mr. Martin attended the University of Dayton in Ohio for undergraduate degree and the University of Missouri for law school.
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Erin Nealy Cox
Executive Managing Director
Stroz Friedberg
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As executive managing director, Erin Nealy Cox contributes to the strategic management and day-to-day operations of Stroz Friedberg, a global digital risk management and investigations firm. As a trusted advisor to top executives, in-house lawyers, and outside counsel, Ms. Nealy Cox supervises matters of cybersecurity, digital forensic, Internet investigations and electronic discovery related to criminal, civil, regulatory and internal investigations. She directly manages and supervises Stroz Friedberg’s offices in Dallas, Chicago and Minneapolis.
She also serves as the firm’s cyber practice lead, assisting clients in the challenges of economic espionage, computer-enabled theft of trade secrets and insider information, data breaches, and addresses all stages of incident response planning, management and remediation. She regularly consults on technical and strategic aspects of security risk to help protect computer networks from malware and malicious code, online fraud, and other forms of illicit Internet activity.
Prior to Stroz Friedberg, Ms. Nealy Cox served as an assistant U.S. attorney, for almost a decade, leading major cybercrime prosecutions nationwide while also handling complex cases of white-collar fraud, public corruption and intellectual property theft. Additionally, she served as chief of staff and senior counsel for the office of legal policy at Main Justice in Washington, D.C.
Ms. Nealy Cox received her BA from the University of Texas at Austin, and her JD, cum laude, from Southern Methodist School of Law.
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Stacey Olliff
SVP, Legal & Business Affairs
NBCUniversal, Entertainment & Digital Networks
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Stacey Olliff is senior vice president, legal and business affairs, for NBCUniversal’s entertainment and digital networks and integrated media division. He has oversight responsibility for a wide variety of legal and business affairs matters within that division, which includes such well-known digital properties as Fandango.com, Movies.com, DailyCandy.com, and iVillage.
Prior to joining NBCUniversal, he held the same position with Fandango.com, a venture-backed company acquired by Comcast Corporation in 2007 and subsequently included in Comcast’s acquisition of NBCUniversal in January 2011. Previously, he was the general counsel and chief privacy officer for Shopzilla.com/BizRate.com, an Internet comparison-shopping start-up acquired by E.W. Scripps (subsequently Scripps Networks, Inc.) in 2006 for $525 million. He also practiced corporate and transactional law for over 20 years with the mid-sized general-practice firm of Ervin, Cohen & Jessup LLP in Beverly Hills, after starting his career in banking and finance law at Morrison & Foerster LLP in San Francisco and Los Angeles.
Mr. Olliff has been active on the executive committee of the corporate law departments section of the Los Angeles County Bar Association, as well as participating in the ACC's Southern California Chapter and the Association of Entertainment & Media Counsel (AMEC). He was a visiting professor at the University of National & World Economy in Sofia, Bulgaria in April 2012, through the Center for International Legal Studies in Salzburg, Austria.
Mr. Olliff received a BA in political science from the University of Central Florida, and a JD cum laude from Harvard Law School.
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Track: Law Department Management
806 - |
Strategic Planning and Demonstrating Success as a General Counsel |
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Presented by the Law Department Management committee
Skill Level:
Intermediate
This session is designed to benefit every corporate attorney from the entry level associate G.C. to the experienced G.C. as it argues for a radically different perspective of the Legal Department within the modern corporate structure.
Speakers:
James Peck
Corporate Vice President, General Counsel & Secretary
Nypro, Inc.
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Jim Peck has been a practicing attorney for over 25 years, with all but four of those years as in-house counsel to several leading corporations. He most recently served as corporate vice president, general counsel and secretary of Nypro Inc. Nypro is a leading global contract manufacturer with over 15,000 employees, $1.2 billion in revenue and 45 locations in 16 countries. He directed all legal responsibilities and staff globally for Nypro, with attorneys in the United States and Asia. He was also responsible for Nypro’s marketing and corporate communications functions, developing and leading a team of marketing and communications specialists from Nypro and its sister company, Radius Product Development. He also sat on the boards of several internal Nypro boards of directors and was a member of the company’s senior leadership team.
Prior to joining Nypro, Mr. Peck served as vice president and general counsel for CWP, Inc., a consolidator in the car care industry, and as general counsel for AVIA Group International, a major footwear brand and former subsidiary of Reebok International Ltd. He also served as division counsel for Reebok, during which he advised several Reebok divisions, including its production and apparel divisions, responsible for over $2 billion annually in footwear and apparel manufacturing. Prior to Reebok, he was an associate at Goodwin Procter LLP, an international law firm based in Boston.
Mr. Peck graduated from Williams College and Harvard Law School. His areas of expertise include corporate, international law, human resources and intellectual property. He also serves on the ACC’s Northeast Chapter board of directors and is a director of the International Business Council of the Associated Industries of Massachusetts.
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William Potter
COO & General Counsel
CCreations, LLC
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Frederick Stein
Vice President, General Counsel and Secretary
Redbox Automated Retail, LLC
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Frederick W. Stein, general counsel, is a member of the executive management team at Redbox Automated Retail, LLC, which has rented more than 2 billion discs through its network of more than 35,000 self-service kiosks. He and his small legal team help hone the company's strategy and oversee the company’s legal and governmental affairs, including studio and game publisher deals, contracts with leading retail and CPG partners, IP and antitrust issues, and litigation.
Before joining Redbox, Mr. Stein served as general counsel and risk manager of Pendum, the nation's largest independent ATM sales, maintenance, and armored service organization.
He received his BS in government from St. John’s University, and earned his JD from Chicago-Kent College of Law, where he served as editor in chief of the law review.
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Track: Intellectual Property
906 - |
Let’s Go to the Videotape: What You Should Know about Licensing Music, Videos and Photos |
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Presented by the Sports & Entertainment committee
Skill Level:
Basic
Lights, camera, action! Your marketing department wants to put a rocking campaign together, or your sales team wants to use movie clips and music to show the cool features of your company's product. You need to make it happen quickly. Gain an overview of what needs to be cleared, how to clear it and whom to contact about movie, music and photo rights, as well as the risks of not doing so.
Speakers:
Jaime Heins
Associate General Counsel
Burton
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Jaime Heins is associate general counsel for Burton Snowboards, a Burlington, VT, a snowboard company solely dedicated to creating and perfecting a full range of the best snowboarding equipment and apparel. Founded in 1977, Burton has fueled the growth of snowboarding worldwide through its groundbreaking product lines, its team of top snowboarders and its grassroots efforts to get the sport accepted at resorts. Privately held and headquartered in Burlington, with international offices in Innsbruck, Tokyo and Sydney, Burton is the world’s leading snowboard company and owns other top board sports brands, including Channel Islands Surfboards, Analog Clothing, Gravis Footwear, anon Optics, R.E.D. Protection, Forum Snowboards, Foursquare, and Special Blend.
Mr. Heins manages transactional legal matters for Burton and its global family of brands, including drafting, review and negotiation of professional athlete, sponsorship, licensing and related commercial agreements. Mr. Heins also provides counsel to Burton with respect to mergers and acquisitions, intellectual property, real estate, employment and litigation matters.
Previously, Mr. Heins served as a project manager for Toll Brothers, Inc., a publicly traded real estate development company. Mr. Heins also held associate positions with Hughes Hubbard & Reed, LLP in New York and Eggleston & Cramer, Ltd. in Burlington, VT.
Mr. Heins received his BA from Tulane University and his JD from the University of Pennsylvania Law School.
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William Heller
Senior Vice President and General Counsel
New York Football Giants, Inc.
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William J. Heller serves the New York Football Giants as its senior vice president and general counsel. As the team’s chief legal officer, Mr. Heller is involved in all aspects of the Giants’ business, running the gamut from labor and employment, to sponsorships, naming rights, licensing, entertainment and other contracts, to assistance with the legal aspects of the football operations. He reports directly to the team’s president and CEO, John K. Mara.
Prior to his tenure at the Giants and throughout his legal career, Mr. Heller practiced at major law firms based in New Jersey and handled cases nationwide. Mr. Heller tried federal and state court cases involving intellectual property, commercial and employment matters, among other things, for clients ranging from Fortune 500 companies to family-owned entities. Mr. Heller is recognized among Chambers USA "Leaders in their Field" 2006-2010 editions. He is also recognized as a New Jersey Super Lawyer for 2006-2010 and is listed in the 2007-2010 issues of The Best Lawyers in America.
Mr. Heller frequently appears as a guest on the Bloomberg TV and Radio in the fields of intellectual property, information technology and data privacy, and frequently serves as a guest lecturer at law schools in New York and New Jersey.
Mr. Heller was graduated from Rutgers University, AB, Economics with High Distinction and Phi Beta Kappa, and the University of Pennsylvania Law School, JD.
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Danielle Van Lier
Senior Counsel, Intellectual Property & Contracts
SAG-AFTRA
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Danielle Van Lier began working at the former Screen Actors Guild and is now senior counsel, intellectual property and contracts at SAG-AFTRA. She is responsible for managing SAG-AFTRA’s third-party contracts and intellectual property, as well as other efforts to protect the rights of SAG-AFTRA and its members. Ms. Van Lier has co-authored several amicus curiae briefs to various courts, including the U.S. Supreme Court, the Ninth Circuit Court of Appeals and the California Supreme Court, on issues related to rights of publicity, copyright and the California Talent Agencies Act.
Ms. Van Lier is also an adjunct professor of entertainment law and sports law at Western State University, College of Law.
Before joining Screen Actors Guild, Ms. Van Lier practiced law in Los Angeles, focusing on a variety of litigation matters, and has also worked with independent production companies and Internet ventures. Prior to entering practice, she served as a legislative fellow in the U.S. House of Representatives where her work focused on intellectual property, Internet issues, international law and other matters. Ms. Van Lier helped found, and serves on the board of directors of, Saving Wildlife International, a nonprofit wildlife education company.
Ms. Van Lier earned her JD from Washington University School of Law in St. Louis, where she served on the Journal of Urban and Contemporary Law and completed coursework toward a MA in East Asian studies. She received a BA in Japanese language, literature and cultural studies from the University of California at Santa Barbara.
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Track: Litigation and Dispute Resolution
1006 - |
Seeking Recovery for Self-Insured Losses |
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Presented in cooperation with Cozen O'Connor
Skill Level:
Basic
For a number of reasons, including reduction of insurance premium expense, many companies have increased their self-insured retention under property, fire and other first-party insurance coverages. While this makes economic sense, many companies fail to realize that, in becoming substantially self-insured, they are losing out on opportunities to receive reimbursement for their self-insured losses by failing to operate like an insurance company and develop an effective subrogation/recovery program. Many companies with significant SIRs consider casualty losses to be an unrecoverable cost of doing business. Learn the legal theories, forensic techniques and technical information that will enable your self-insured company to investigate and pursue claims seeking reimbursement for these incurred losses on an extremely cost-effective basis, with virtually no out-of-pocket exposure or expense.
Speakers:
Elliott Feldman
Co-Chair, Litigation Department
Cozen O'Connor
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Elliott R. Feldman is co-chair of Cozen O'Connor's litigation department, as well as chair of Cozen O'Connor's national and international subrogation and recovery group. He also serves on the board of directors and management committee of the firm.
Mr. Feldman concentrates his practice in the prosecution of property damage subrogation claims. He has litigated and tried many substantial subrogation matters, and has secured numerous six-figure and multimillion dollar recoveries for his insurance and commercial clients. He also manages the firm’s numerous subrogation programs for its clients, consisting of most of the largest property and casualty insurers in the world.
With the formation of Cozen O'Connor's unified litigation department, with approximately 400 lawyers distributed among its 20 plus offices, Mr. Feldman is proactively involved in coordinating Cozen O'Connor's broad spectrum of educational programs for the litigation clients. His efforts range from coordinating multi-client seminars involving hundreds of participants, to more focused private client training for general counsel, risk managers, and compliance officers.
Mr. Feldman is a past president of the National Association of Subrogation Professionals and completed a six-year term on its board of directors. He is a member of the Philadelphia and Pennsylvania bar associations and is a member of Phi Beta Kappa. He was selected a "Pennsylvania Super Lawyer" by his peers from 2005-2011, appearing in Philadelphia magazine and Pennsylvania Super Lawyers.
Mr. Feldman received his BA, summa cum laude, from Temple University and, after doing graduate work at Harvard University, earned his law degree, cum laude, from Temple University School of Law.
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David Smith
Attorney, Office of the General Counsel
Toll Brothers, Inc.
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David W. Smith is counsel to Toll Brothers, Inc., the nation's leading builder of luxury homes and communities. His responsibilities include managing the litigation docket for seven of the twenty states in which the company operates. In addition, Mr. Smith serves as the company's labor and employment counsel, and is one of the company's compliance attorneys.
Prior to joining Toll Brothers, Mr. Smith worked at Cozen O'Connor for almost a decade. At Cozen, Mr. Smith worked in the firm's subrogation and recovery department.
Mr. Smith is a graduate of Boston College, and the Georgetown University Law Center.
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Eric Tilles
Associate General Counsel/ Mgr Ethics and Compliance
Arkema Inc.
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Eric Tilles is deputy general counsel for labor, employment and regulatory affiars, and manager of ethics and compliance at Arkema Inc., where he is responsible for providing legal advice concerning all aspects of ethics and compliance, employment, labor, environmental, employee benefits, equal employment opportunity, executive compensation, immigration law, occupational safety and health, and security, and for the day-to-day management of the company’s risk management and insurance program, and the company’s ethics and compliance program. Mr. Tilles is a lecturer-at-law at the University of Pennsylvania Law School where he teaches employment discrimination law and taught employment law. He is president of the ACC’s Delaware Valley Chapter.
Prior to working at Arkema, Mr. Tilles was an associate general counsel at the University of Pennsylvania/University of Pennsylvania Health System, and an associate at the law firm of Morgan, Lewis and Bockius. He clerked for Chief Judge A. Leon Higginbotham at the United States Court of Appeals for the Third Circuit and for Senior Judge James L. Latchum in the District of Delaware.
Mr. Tilles received his BS from the New York State School of Industrial and Labor Relations at Cornell University and his JD from the University of Pennsylvania Law School, where he was a member of the editorial board of the Law Review.
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Lawrence Walker
Member
Cozen O'Connor
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Lawrence F. Walker is with Cozen O’Connor’s Philadelphia office and practices in the subrogation and recovery department. In this capacity, Mr. Walker investigates property damage claims including but not limited to: fire damage, water damage and all types of construction defects resulting in significant property damage and losses. He also represents builders in both plaintiff recovery actions and construction defect defense matters. Where third-party tortfeasors are responsible and meaningful opportunities for recovery exist, he prosecutes claims to recover the costs associated with emergency expenses, building repairs and other reasonable and necessary costs.
Mr. Walker received his BS from Penn State University. After graduating, he worked as a private investigator in the Philadelphia area. Mr. Walker received his JD from Rutgers University School of Law in Camden. While in law school, he worked for New Jersey Manufacturer’s Insurance Group.
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Track: Environment and Energy
1206 - |
How Many Lawyers Does It Take to Change a Lightbulb? How to Manage an Electric Generation Project |
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Presented by the Energy committee
Skill Level:
Intermediate
Learn how to manage an electric power construction project as you provide legal advice and support to the project manager and other internal stakeholders. Your role is key to ensuring that inside and outside lawyers work effectively within the confines of the project team and that your skills are utilized most effectively in representing the client with external stakeholders. Learn how to facilitate EPC (Engineering, Procurement and Construction) contracts, including determining the scope and duration of the project, and establishing milestones. Learn how to convince the project team that lawyers can help get the project completed on time and under budget. Lessons learned from well-lawyered and under-lawyered projects will be highlighted.
Speakers:
James Dixon
Vice President, Legal & Compliance Services
ConEdison Energy/ConEdison Development
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Jim Dixon is vice president, legal services for ConEdison Energy located in Valhalla, NY and the compliance officer for all of ConEdison’s competitive energy businesses which provide various energy related products and services including energy efficiency improvements, electric and gas commodity, asset management, and development and ownership of solar energy facilities.
Previously, he was the vice president, energy services for ConEdison Solutions, leading a nation-wide team of 100 technical experts delivering energy efficiency projects for a wide variety of federal and municipal customers. Mr. Dixon also served as ConEdison Solutions’ general counsel and as an attorney in ConEdison’s utility law department’s nuclear regulatory and commercial litigation sections. He has held various technical positions in the utility’s construction, engineering and system operations departments and is a graduate of ConEdison’s Management Intern Program.
He is currently chairman of the National Association of Energy Services Companies which is the leading industry trade organization promoting energy efficiency with over 85 member companies and the resource chair for the ACC’s Energy Committee. Mr. Dixon is a retired US Army Reserve Major and very active in his local community, having served as president of the Ardsley Little League and co-founder of a local CYO basketball program.
Mr. Dixon received his electrical engineering degree from Manhattan College and his JD from New York Law School and is an honor graduate of the US Army Engineer School. Mr. Dixon is also a New York professional engineer.
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Dorothy Franzoni
Partner
Sutherland Asbill & Brennan LLP
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Dorothy Black Franzoni is a member of Sutherland’s energy and environmental practice group and chair of Sutherland’s renewable and alternative energy team at Sutherland Asbill & Brennan LLP. She focuses her practice on commercial transactions, project development and finance transactions in the electric industry, including nuclear, coal, natural gas and renewable energy projects. Her experience includes power purchase and sale arrangements, power plant joint-ownership arrangements, project development for electric generating plants, power scheduling and bulk system operations matters, federal loan and loan guarantee programs, secured and unsecured loan arrangements, tax-advantaged leasing transactions, and publicly issued and privately placed debt financings.
She currently serves as council group member, public utility, communications and transportation law section, American Bar Association (2011-2014); chair, electricity committee, and vice chair, renewable energy committee, public utility, communications and transportation law section, American Bar Association. She is a member of the environmental and renewable energy section, American Bar Association and the Electric Cooperative Bar Association. She is a member of the board of directors of Georgia Women for a Change, and an advisory board member and past president for Genesis Shelter Inc., Atlanta.
Ms. Franzoni received her BA, magna cum laude, from Vanderbilt University and her JD, summa cum laude, from the University of Georgia School of Law.
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Craig Johnson
Deputy General Counsel
Caterpillar Inc.
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Craig A. Johnson is deputy general counsel for energy and power systems at Caterpillar Inc. He is responsible for legal support to Caterpillar’s business units in E&PS related markets worldwide, including electric power, industrial power, rail, marine, petroleum, remanufacturing and logistics. Since joining Caterpillar, Mr. Johnson has held various positions within the law and public policy division of Caterpillar, including foreign assignments in Belgium and most recently in Switzerland, where he was deputy general counsel responsible for legal support in the Europe, Africa and Middle East Region (EAME).
Prior to joining Caterpillar, Mr. Johnson worked in the Washington D.C. law firm of Wiley, Rein & Fielding, where he practiced in the areas of litigation, government contracts and intellectual property.
He is a member of the board of the Peoria Riverview Museum Foundation and currently serves as secretary of the ACC Energy Committee.
Mr. Johnson received his bachelor’s degree in physics from the University of California at San Diego, with a specialization in earth sciences. He received his JD from George Washington University Law School where he served as dditor-in-chief of the Journal of International Law and Economics. More recently, he received his MBA degree from IMD in Switzerland.
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Robert Temple
Assistant General Counsel
The Babcock & Wilcox Company
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Robert K. Temple serves as the chief legal advisor for Babcock & Wilcox Nuclear Energy, Inc. and Babcock & Wilcox mPower, Inc., as well as the secretary and general counsel for B&W’s small modular reactor subsidiary, Generation mPower LLC. He supervises attorneys and staff in Charlotte, NC, and in Cambridge, Ontario, Canada. Mr. Temple joined Babcock & Wilcox from the Washington, D.C. office of Haynes and Boone. During his career he has also worked as an associate and partner for the law firms of Winston & Strawn, Hopkins & Sutter and McGuireWoods.
Mr. Temple’s in-house career includes service as deputy general counsel, vice president and secretary at CPS Energy, a San Antonio-based electric and gas utility, and as an in-house attorney with Commonwealth Edison (now Exelon). Prior to becoming an attorney, he was a licensed senior reactor operator, he worked for General Electric and served in the U.S. Navy aboard nuclear submarines.
Mr. Temple is a graduate of Illinois Institute of Technology’s Chicago-Kent College of Law and he received his BS from Southern Illinois University.
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Charles Whitney
Senior Vice President, General Counsel
Oglethorpe Power Corporation
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Charles W. Whitney is senior vice president and general counsel of Oglethorpe Power. Mr. Whitney’s areas of focus are energy, particularly nuclear energy; regulatory; construction and labor law. He has legal experience that spans a broad range of activities in both private practice and as chief counsel to a nuclear generating plant project. He has represented independent power producers and engineering, procurement and construction contractors in the development, construction and operation of power projects in Georgia, New York, Pennsylvania, Ohio, Michigan and Wisconsin. His practice has also included extensive work in labor and employment discrimination; certification, enforcement and rate-making proceedings before state and federal regulators; and general trial work. In addition to practicing law for 20 years, Mr. Whitney has more than ten years of experience in senior management in the electricity industry, including both the regulated and unregulated aspects of the business.
Mr. Whitney is a graduate of Wright State University and earned his JD from Case Western Reserve University School of Law.
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4:30 PM
- 6:00 PM
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Track: Driving Change
107 - |
ACC Value Challenge Clinic |
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Skill Level:
Intermediate
This is a reprise of a very well received program we piloted in 2011 — an opportunity to meet in small groups with practitioners on the forefront of the value movement, including ACC Value Champions and members of the ACC Value Challenge Steering Committee. Bring your specific questions on how to move your outside counsel spend to value-based fee structures, and use data analytics and management practices to improve value in your outside counsel spend.
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Track: Compliance and Ethics
207 - |
Shhh! This Is Attorney-Client Privileged |
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Presented by the Litigation committee
Skill Level:
Intermediate
The attorney-client privilege is an important issue all in-house lawyers should know well. Get an update on recent case law and learn important practical steps you can take in your daily practice to protect against waiver.
Speakers:
Michael Booden
Counsel
YMCA of Metro Chicago
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Michael R. Booden is senior litigation counsel with the YMCA of Metropolitan Chicago where he is accountable for providing advice and counsel to all levels of management with regard to labor & employment matters, managing litigation, intellectual property matters and negotiating complex commercial transactions. Mr. Booden previously served as assistant general counsel to Blue Cross Blue Shield of Illinois where he was responsible for negotiating, reviewing and drafting a wide range of complex commercial agreements, providing advice and counsel with regard to labor and employment matters, conducting investigations and was responsible for managing a multi-million dollar portfolio of litigation matters.
Mr. Booden has served as either first or second chair in over thirty trials in state and federal courts and before administrative judges. He has also authored several appellate briefs and represented clients before state and federal appellate tribunals. Upon graduating from The John Marshall Law School, Mr. Booden served as judicial law clerk to John J. Stamos, who formerly served on the Illinois Appellate Court and Illinois Supreme Court.
Mr. Booden is a past president of the ACC’s Chicago Chapter and a past chair of the ACC Litigation Committee.
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Irwin Shur
Vice President, General Counsel & Secretary
Snap-on Incorporated
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Irwin M. Shur is the vice president, general counsel and secretary for Snap-on Incorporated (NYSE: SNA), a $2.9 billion, S&P 500 company. Mr. Shur has responsibility for Snap-on’s legal affairs worldwide, as well as government affairs and compliance. He also serves as secretary to the board of directors.
Mr. Shur joined Snap-on from Enodis plc, a publicly held manufacturer of food service equipment, where he was vice president and general counsel. Prior to Enodis, he was vice president and division general counsel for Invensys Industrial Components and Systems, and earlier served as associate general counsel for a joint venture between General Electric and Fanuc Ltd. of Japan. Prior to his time with GE, Mr. Shur was a litigator in private practice. He has extensive experience in international business matters, and has spoken several times at various forums on trans-Atlantic legal issues.
Mr. Shur holds a BA in economics and psychology from the University of Virginia, and a JD from the University of Virginia School of Law.
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Margaret Wojciechowski
Associate General Counsel
Underwriters Laboratories Inc.
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Track: Contracts and Negotiations
307 - |
A Play-by-Play Guide to Creating a Contracts Playbook |
- Sold Out
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Presented by the Law Department Management committee
Skill Level:
Basic
Learn how to go about creating a contracts playbook for your organization, from establishing core templates to creating fallback language for your internal business partners and for outside counsel. Learn to create legal talking points for non-lawyers and get started on this useful project to save your organization time and money, and optimize use of internal and external counsel by reducing the need for communication on routine contract matters.
Speakers:
Karla Bookman
Vice President, Corporate and Compliance Solutions
Pangea3 LLC, Thomson Reuters
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Both a seasoned U.S. attorney and a pioneer of new services in the legal outsourcing industry, Karla Bookman heads the Pangea3 corporate and compliance solutions department. As vice president, Ms. Bookman is responsible for overseeing and managing governance, risk and compliance and corporate transactional projects, including quality control and process improvement. She also plays a pivotal role in supporting the U.S.-based legal solutions team in engineering services for Pangea3 clients. Splitting her time between Mumbai and New York, Ms. Bookman ensures close alignment between client needs and Pangea3 governance, risk and compliance and corporate transactional services, as well as continuity from the start of a client engagement to the ultimate delivery of work product. She has been at the forefront of developing new services and service implementations, helping to ensure that Pangea3 quickly adapts to the changing needs of both regulatory compliance and contract management clients.
Prior to joining Pangea3, Ms. Bookman practiced law at Kasowitz Benson, Torres and Friedman. She has also completed short-term assignments at the Southern District of New York, and the World Intellectual Property Organization. She is a co-author of Medical Tourism in Developing Countries.
Ms. Bookman graduated from the University of Pennsylvania and holds a JD from Columbia Law School.
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Byron Buck II
Senior Corporate Counsel
Caterpillar Inc
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Byron G. Buck II is senior corporate counsel for Caterpillar Inc. His practice has included counseling on a broad range of issues generally facing US corporations operating globally. He currently manages the legal strategic support group and focuses on improving processes through which legal work is performed and creating greater flexibility in getting work done.
Mr. Buck earned his bachelor of electrical engineering degree (BEE) from Georgia Institute of Technology, and doctor of jurisprudence from South Texas College of Law. He became a Licensed Professional Engineer (currently inactive status) in the state of Texas, and registered to practice before the U.S. Patent and Trademark Office.
Mr. Buck began his professional career as an engineer for Transcontinental Gas Pipe Line Corporation in Houston, TX. After becoming a member of the Texas Bar and prior to coming to Caterpillar, he was an associate at Tobor & Goldstein, L.L.P., in Houston, TX. He was Caterpillar’s Intellectual Property Representative for the Asia—Pacific region, and afterwards he led Caterpillar’s legal team in Beijing, China. He returned to Peoria and managed the commercial legal group supporting procurement of IT software, IT hardware and travel and professional services.
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Gemma Heckendorf
Corporate Counsel
IHS Inc.
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Gemma Heckendorf joined IHS Inc. in Englewood, CO, and as senior corporate counsel her responsibilities include managing the company's Intellectual Property portfolio, serving as lead legal counsel for M&A activities, and providing legal counsel to all areas of the business including procurement, real estate, HR, tax, finance, and risk management.
Prior to joining IHS, Ms. Heckendorf served as a corporate attorney for Vodafone Australia, where she advised on IT procurement, regulatory compliance, infrastructure disputes, global supplier relationships, and risk management. She commenced her legal career at Allens Arthur Robinson in Sydney, Australia as an IP/IT attorney.
Ms. Heckendorf currently serves as programs vice chair on ACC's Law Department Management Committee, and is involved with the ACC Colorado Chapter committee's pro bono efforts.
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Jack O'Neil
Senior Consulting Counsel
Western Group, Inc.
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John W. (Jack) O’Neil is the senior consulting counsel, and was general counsel for Western Construction Group, Inc. Western Construction Group, Inc. is headquartered in St. Louis, MO. Prior to joining Western, he was in private practice in St. Louis.
Mr. O’Neil served as president of ACC's St. Louis Chapter. He is active in the Forum on the Construction Industry of the American Bar Association and is a Steering Committee member for Division 11, In-House Counsel.
He is a graduate of Saint Louis University School of Law.
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