Thursday, March 10
Registration and Continental Breakfast
Welcome and Overview
Judson W. Starr, Program Co-Chair
Thomas P. Kurz, Program Co-Chair
Alisha M. Avril, Program Attorney
2016 Supreme Court Review
Prof. Steven H. Goldblatt, Director, Supreme Court Institute, Georgetown University Law Center
Paul D. Clement, Bancroft, PLLC
Hon. Donald B. Verrilli Jr., Solicitor General of the United States
• Review the Supreme Court’s business docket with the current and former Solicitor General
• Assess the impact of important cases on your companies
• Get your questions answered by three Supreme Court experts
2016 Institute Enforcers’ Update
Robert E. Bostrom, Senior Vice President, General Counsel & Corporate Secretary, Abercrombie & Fitch
Andrew Ceresney, Director, Division of Enforcement, U.S. Securities and Exchange Commission
Susan Harthill, Deputy Solicitor of National Operations, U.S. Department of Labor
Kathleen McGovern, Senior Deputy Chief, Fraud Section, U.S. Department of Justice
• Learn agency enforcement priorities for 2016
• Examine best practices for avoiding enforcement action
• Understand how federal agencies collaborate and cooperate on enforcement activities
Luncheon and Address
David Maraniss, Associate Editor at The Washington Post and the best-selling author of Once in A Great City: A Detroit Story and Barack Obama: The Story
Session A: Workplace Violence: Prevention and Response
Julienne Bramesco, Labor Counsel, U.S. Postal Service
Deborah P. Kelly, Dickstein Shapiro, LLP
Chuck Tobin, President, AT-RISK International LLC
Robert Wiest, Corporate Security Director, CGI Group Inc.
• Learn how to develop the proper protocol and framework
• Assess the importance of liability insurance
• Gain insights on effectively working with in-house and outside advisors
• Obtain tips on conducting threat assessments
Session B: Shareholder Activism: What Must Companies Be Mindful Of in 2016?
Michael C. Wu, Senior Vice President of Legal & Corporate Affairs, General Counsel & Secretary, Carter’s, Inc.
Keith E. Gottfried, Morgan, Lewis & Bockius LLP
Ethan A. Klingsberg, Cleary Gottlieb Steen & Hamilton LLP
Carmen M. Molinos, Managing Director, Morgan Stanley
James C. Snyder, Jr., Former Senior Vice President, General Counsel & Secretary, Family Dollar
- Evolving role of the general counsel in preparation for and managing of hedge fund activism
- Recent developments impacting the landscape of hedge fund activism, including the playbooks of activists and boards
- Managing shareholder engagement and understanding the relationships among activist funds, good governance, proxy advisory firms, index funds, pension funds and institutional money managers
- Interplay of securities laws with hedge fund activism
- Do's and don'ts for meetings with activists and IR when under attack
- Key issues for settlement agreements with activists
- How to manage a board with an activist designee
Session C: Embracing Corporate Responsibility: What is the Corporate Counsel’s Role as Valued Advisor?
Roshini Rajkumar, CEO, Roshini Performance Group
Bennett Freeman, Former Senior Vice President for Sustainability Research and Policy, Calvert Investments
John T. Friedman, Director, Corporate Responsibility Communications, Sodexo Group
Stephen B. Young, Global Executive Director, Caux Round Table
• Review the dynamics of the relationship between leadership and corporate counsel on corporate responsibility questions
• Survey the leading frameworks for the practice of corporate responsibility
• Receive guidance on efficient and effective means for developing, implementing, and evaluating corporate responsibility initiatives
• Learn how to balance regulatory and litigation risks with the risks of inaction
Session A: What the NLRB’s New “Joint Employer” Standard Means for You
Eric Reicin, Vice President, General Counsel & Corporate Secretary, MorganFranklin Consulting, LLC
Jonathan C. Fritts, Morgan, Lewis & Bockius LLP
Richard F. Griffin, Jr., General Counsel, National Labor Relations Board
Paul Lalli, Corporate Labor Counsel, General Electric Company
• Examine Browning-Ferris in detail with key federal officials
• Pinpoint the impact on company liability for contracted services
• Study who must now be invited to the negotiation table in union organization meetings
• Examine the impact on nonunion workplaces
• Explore joint employer issues beyond the NLRB's decision
Session B: What You Don’t Know Might Hurt You: Raising Funds and Capital in a Changing Market
Ricardo A. Anzaldua, Executive Vice President & General Counsel, Metropolitan Life Insurance Company, Inc.
James M. Cain, Sutherland Asbill & Brennan LLP
Robert S. Chase II, Sutherland Asbill & Brennan LLP
David A. Sirignano, Morgan Lewis & Bockius LLP
• Identify what lawyers must learn that business people already know
• Review current sources of finance, including bonds, banks/finance companies, private equity, and investment banks
• Understand various forms of finance, including debt and equity
• Examine legal costs and other considerations, including capital and regulatory limits
Session C: Best Practices in Cyber Liability: Who Will Bear Responsibility?
Mark S. Melodia, Reed Smith LLP
Scott N. Godes, Barnes & Thornburg LLP
Laura Jehl, Sheppard Mullin
Matthew McCabe, Marsh & McLennan Companies
Marissa Olsen, Senior Claims Counsel, Endurance Specialty Holdings Ltd.
• Discuss current and emerging trends for financial responsibility
• Consider the mechanisms for insuring these risks
• Explore where the government is going and how you can prepare
• Assess the critical impact of the Wyndham decision
Session A: Understanding Evolving Standards of Whistleblower Risk
Stephen Shine, Chief Regulatory Counsel, Prudential Financial, Inc.
Sean McKessy, Chief, Office of the Whistleblower, Securities and Exchange Commission
Gerald J. Russello, Sidley Austin LLP
Jordan A. Thomas, Labaton Sucharow
• Learn who is really a whistleblower
• Consider how to limit whistleblower risk
• Understand the legal elements of retaliation, and review how to avoid it
• Review current litigation addressing who is entitled to protection
Session B Where’s the Regulatory Line with the CFPB?
Antonio F. Dias, Jones Day
Anthony Alexis, Assistant Director for Enforcement, Consumer Financial Protection Bureau
Meredith Fuchs, Senior Vice President, Chief Counsel, Capital One Financial Corporation
Christopher J. Willis, Ballard Spahr LLP|
• Assess where Congress intended the regulatory line to be drawn for the CFPB
• Consider the extension of enforcement into financial services
• Probe the use of regulatory methodology
• Debate the possibility of regulatory overreach vs. the need for consumer protection
Networking Cocktail Reception
Sponsored by Berkeley Research Group
Registration for Women’s General Counsel Forum
Women’s General Counsel Forum: Being a Trusted Adviser to the Company and a Risk Taker
Introductions: Kathleen T. Barlow, Senior Vice President, Marsh USA, Inc.
Marcia Wiss, Esq.
Shelly Cooper, Senior Vice President & General Counsel, IAP Worldwide Services, Inc.
Cindy Lewin, General Counsel, AARP
Sloane Perras, Chief Legal Officer, The Krystal Company and On the Border Mexican Grill & Cantina
Farinaz S. Tehrani, Former Executive Vice President, Legal & Compliance, WP Glimcher Inc.
• How have you become a trusted adviser to your company?
• Are there instances when you had to stick your neck out and make an unpopular-but right-decision?
• Did this unlock a door?
Champagne and Chocolate Reception
Sponsored by Hogan Lovells
Friday, March 11
Legal Ethics for Corporate Counsel: Crisis Management
Michael D. Daneker, Arnold & Porter LLP
Alejandra Montenegro Almonte, Division General Counsel, North America & Latin America, gategroup
Cheryl Call, Deputy General Counsel, Blackbaud Inc.
Bridgett C. Zeterberg, Senior Vice President & General Counsel, Total Wine & More
• Hear about high-risk liability areas on the horizon
• Learn about the legal issues involved when you prepare for and respond to crises
• Consider the balance between legal and public-relations concerns
• Learn how to deal with a cyber-breach crisis
You Can’t Always Get What You Want: Legal Challenges in Monetizing Big Data
Bennett B. Borden, Drinker Biddle & Reath LLP
Paul Bond, Reed Smith, LLP
Matt Long, General Counsel, Palantir
Khurram Nasir Gore, Chief Strategy Officer & General Counsel, Personal BlackBox Company, PBC
• Examine how companies are navigating the legal challenges and risks surrounding privacy, HIPAA, and the Gramm-Leach-Bliley Act
• Understand what “big data” is and why it is so valuable
• Explore the business models of big data companies and how they leverage their data
10:50 am–12:05 pm
2016 Institute Antitrust Update
Deborah P. Majoras, Chief Legal Officer and Secretary, The Procter & Gamble Company
Deborah L. Feinstein, Director, Bureau of Competition, U.S. Federal Trade Commission
David I. Gelfand, Deputy Assistant Attorney General for Litigation, Antitrust Division, U.S. Department of Justice
• Review DOJ and FTC priorities for the year ahead that may affect your companies
• Tackle the latest hot-button issues corporate counsel need to know in the merger review process
• Assess how the election results may impact the government’s priorities
• Examine how closely enforcement agencies work with their foreign counterparts
Session A: New Visions for the Delivery of In-House Legal Services: How to Be Business Savvy
Jeff Carr, ValoremNext LLC
Kevin Clem, Managing Director & Practice Group Leader, Law Department Consulting, HBR Consulting LLC
Andrew Olek, General Counsel, WeddingWire, Inc.
Roy A. Shulman, Vice President & Chief Legal Officer, Operations & Systems, Prudential Financial, Inc.
• Learn how innovative companies approach risk assessment and the efficient deployment of legal resources
• Review who should be doing what: outside vs. in-house counsel; outsourcing; contract attorneys; attorneys vs. other internal staff
• Examine how the best law departments can add value
Session B: Election Law Compliance in This Critical Year: Avoiding the Pitfalls
Stefan C. Passantino, Dentons
Jan Witold Baran, Wiley Rein LLP
Rebecca H. Gordon, Perkins Coie LLP
Jennifer B. McIntyre, Chief Counsel, Government Operations, Boeing
• Review how campaign finance laws affect corporations
• Explore the myriad rules surrounding contributions, including: candidates, PACs, Super PACs, and nonprofits
• Demystify the “pay to play” landscape
The CEO’s Perspective
Ann M. Kappler, Senior Vice President, Deputy General Counsel & Head of External Affairs, Prudential Financial, Inc.
Timothy J. Mayopoulos, President and Chief Executive Officer, Fannie Mae
• You’ve always wondered, and now you can hear directly from the CEO what they look for in a general counsel
• Compare the CEO’s hiring goals to those of the Board
• Learn about what the CEO values most in the CLO on a day-to-day basis
General Counsel Panel 2016
Jane Sherburne, Principal, Sherburne PLLC; Former General Counsel, BNY Mellon
Pamela Gonzales de Cordova, General Counsel, FHLBanks Office of Finance
Richard M. Lucas, Executive Vice President, General Counsel & Secretary, Walker & Dunlop
Rodney C. Pratt, Vice President, General Counsel & Corporate Secretary, Converse Inc.
• Learn what’s keeping general counsel up at night in 2016
• Assess how the general counsel role is evolving in the modern corporation
• Explore the changing relationship between the corporate law department and outside law firms
• Review strategies for growing the skill sets of your in-house team
This event occurred in the past.