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3rd Annual Corporate Counsel Institute

Length: 6 hours 31 minutes

The role of corporate counsel continues to evolve to adapt to an increasingly global economy and new technology so it is important that they be up-to-date on the latest thinking and best practices.
In this Institute, participants will be updated on these important issues:
Global Companies: tax inversions, understanding OFAC and US law limits of doing business, advising international companies on ethics in a global setting;

Directors and Shareholders: proxy season trends, planning executive succession; confronting regulatory scrutiny of Boards and ISS hot issues and shareholder activism;
Compliance : regulatory regimes, best practices in risk assessment and mitigation, dealing with whistleblowers, FCPA and audit committees;  
Managing Corporate Risks: cybersecurity and data privacy, discovery and social media, keeping confidential information secure and speaking publicly about the company and its business;
Intellectual Property: dealing with patent trolls and patent litigation, dealing with Chinese copying of products protected by patent; and
Complex Dispute Resolution: ADR, early resolutions in government and regulatory investigations, duplicative litigation and pre-trial agreements
This program is a “must-attend” for in-house corporate counsel as well as outside counsel who work with them to understand the latest developments affecting the practice of corporate counsel. 

CLE credit: New York: 6.5 professional practice; New Jersey: 6.6 general MCLE; California & Pennsylvania: 5.5 general MCLE.


9:00 a.m. – 10:00 a.m. Counseling a Company that Plays on the World Stage
            •Grasping this year’s “big idea” – tax inversions – revered and reviled at the same time
            •Negotiating the mine fields when U.S. law and foreign laws require different things
            •Understanding OFAC and U.S. law limits on business around the globe
            •Advising international companies on ethics in a global setting
                Moderator: Allen Parker
                           Panelists: Nicole Marra, Michael Sharp, Deirdre Stanley, Gerson Zweifach

10:00 a.m. – 11:00 a.m. Taking Care of Directors and Shareholders Alike
            •Surveying proxy season trends
            •Planning executive succession and other prickly board-composition issues
            •Confronting regulatory scrutiny of boards
            •Exploring ISS hot issues and shareholder activism
                            Moderator: John White
                        Panelists: Stuart Alderoty, Lawrence A. Jacobs, James Lovett, Sara Moss

11:00 a.m. – 11:15 a.m. Break

11:15 a.m. – 12:15 a.m. Meeting Your Compliance Challenges
            •Knowing your regulatory regime and risk
            •Finding best practices in risk assessment and mitigation
            •Dealing with whistleblowers
            •Exploring hot compliance topics: FCPA, the role of audit committees
                           Moderator: Michael Ryan
                            Panelists: Christina Ackermann, Kristin Coleman, Adam Kokas, Karen Roberts

12:15 p.m. – 12:55 p.m. Networking luncheon

12:55 p.m. – 1:45 p.m.  Keynote Address by Terrell McSweeney

1:45 p.m. – 2:45 p.m.   Assessing and Managing Corporate Risks
            •Understanding Cybersecurity and data privacy
            •Responding to discovery in the era of social media, databases and email threads
            •Keeping confidential information secure in a global setting
            •Speaking publicly: What does a public company need to say? What should it say?
                        Moderator: Jeff Rosen
                              Panelists: Ricardo Anzaldua, Peter Beshar, Daniel Goldstein, Julie Kane

2:45 p.m. – 3:45 p.m.    Intellectual Property Today
            •Coping with patent trolls
            •Assessing the cost of patent litigation
            •Determining the costs and benefits: the uncertainty of patent litigation
            •Understanding your options: Chinese copying products protected by patents
                         Moderator: Phil Johnson
                            Panelists: Amy Fliegelman Olli, Michael Fricklas, Jared Grusd, Randy Milch,

3:45 p.m. – 4:00 p.m.    Break

4:00 p.m. – 5:00 p.m.    Complex Dispute Resolution
            •Evolving perceptions of ADR: mediation, arbitration and conflict management
            •Finding early resolutions in government and regulatory investigations
            •Balancing the costs of duplicative litigations with the benefits of consolidation
            •Managing complex trials through effective pre-trial agreements
                              Moderator: Jack Balagia
                              Panelists: Pierre Gentin, Bruce Kuhlik, Don Liu,Greg Markel

Produced By:

New York City Bar Association

Course Materials

  • 3rd Annual Corporate Counsel Institute
  • Affirmation of Self-Study