2018 General Counsel Conference
 

Earn Up to 14 CLE Credits, Including 3 Diversity/Elimination of Bias Credits and 1.5 Ethics Credits

09/26/2018
8:00 am - 8:30 amRegistration & Breakfast
8:30 am - 9:30 amBrand Protection in an Always-Connected World: Building an Action Plan to Guide Your Brand through a Corporate Crisis
Speaker: Greg Brehm, General Counsel, Cheddar, Inc
Speaker: Yen Chu, Senior Vice President & General Counsel, Equinox
Speaker: Michael Sparling, Vice President, Assistant General Counsel, 1-800-Flowers.com
Speaker: Pamela Weinstock, (Former) Vice President, Associate General Counsel, Kenneth Cole Productions
Moderator: Stephen A. Weisbrod, Founding Partner, Weisbrod Matteis & Copley PLLC

This session is eligible for 0.5 Ethics credit

In this day and age, a more comprehensive brand protection strategy, linked to your risk management framework and corporate policies, is needed to safeguard brands across both digital/social media and physical channels. As the way we share and consume media continues to change, this session will discuss how counsel can balance ethical, legal and promotional objectives. We'll also cover what types of preventative measures GCs can implement within their organizations to mitigate potential risks before they become full-blown PR crises.
9:30 am - 10:30 amBeyond Cost Cutting: Getting What You Really Need From Your Outside Counsel
Speaker: Marcy Sharon Cohen, Managing Director & Chief Legal Officer, ING Americas
Speaker: Alex Geisler, Creator, Lean Law & Partner, Duane Morris LLP
Speaker: José Ramón González, Chief Legal Officer, QBE North America
Moderator: Molly Miller, Chief Content Officer, ALM


It's a given that you want to work with law firms that offer the brightest talent and the best technologies—and that you are laser-focused on value. That’s the minimum expectation for a satisfactory engagement. But how do law departments and firms build on that foundation and create robust, mutually beneficial relationships? And are those consistent relationships still important in an era when in-house budgets are decreasing and alternative service providers are offering a new value proposition? In this hour, we’ll hear candid perspectives from GCs from QBE North America and ING Americas about the methods and tools that they’ve seen lead to better alignment and transparency. From implementing lean project management to demanding alternative pricing to establishing preferred panels, what works and what doesn’t?
10:30 am - 10:50 amMorning Networking Break
10:50 am - 11:50 amCyber & Data SecurityRisk & Regulatory UpdatesExecutive Leadership Strategies (Off The Record Conversations) Open to In-House Counsel Only
GDPR + NYDFS Cybersecurity Regulations: Keeping up with Compliance on a Local and Global Scale
Speaker: John Davis, Executive Director and Counsel, Global eDiscovery, UBS Financial Services
Speaker: Orrie Dinstein, Global Privacy Officer, Marsh & McLennan
Speaker: Lawrence Montle, Chief Information Security & Privacy Officer, New York State Insurance Fund
Moderator: Batya Forsyth, Partner, Chair, Litigation Section & Co-Chair, Privacy, Data Security and Information Governance Group, Hanson Bridgett LLP

Just when you thought you were 100% in compliance with all of these new regulations, BAM! In the last year, not only has GDPR gone into effect in the EU and Europe, but NYDFS has come out with a new set of cybersecurity provisions as well. So how are organizations -- specifically, financial institutions -- keeping pace? And what are the potential impacts on organizations who fail to meet these requirements?
Regulatory Changes and Updates from the First Two Years in the New Administration
Speaker: Richard Davies, Vice President, Legal & Compliance, Avon
Speaker: Jill Simeone, General Counsel & Secretary, Etsy
Speaker: Sarah St. Clair, Vice President, Assistant General Counsel, Fifth Third Bank
Speaker: Susan Steinthal, Executive Vice President & Deputy General Counsel, Head of Consumer Banking Legal, Citizens Financial Group
Moderator: Marc Elovitz, Partner, Schulte Roth & Zabel LLP

We’re already almost two years into the new administration, and the times, they are a’changin’... This session will cover regulatory changes such as Obamacare, the National Labor Relations Board, foreign trade compliance, outsourcing, and more. In-house counsel will weigh in on how these changes are impacting their businesses, and what they are expecting going forward.
How to Develop & Retain Top Talent - Part 1
Moderator: Michael Avalos, Assistant General Counsel, AIG
Moderator: Anna Marciano, Chief Counsel, Shared Value, Sustainability & Corporate Affairs, Nestle Waters North America
Moderator: Steve Kovalan, Director of Research, Legal Intelligence, ALM

One of the top concerns for any department head is how to attract and retain talented employees. From implementing employee perks benefits to providing opportunities for strategic growth, incremental pay raises and bonus structures, to sustaining an accommodating and supportive workplace, this session will examine the tactics that law department leaders can utilize to help catch and keep talent within their organizations.
11:50 am - 12:00 pmSession Transition Break
12:00 pm - 1:00 pmCyber & Data SecurityRisk & Regulatory UpdatesExecutive Leadership Strategies (Off The Record Conversations) Open to In-House Counsel Only
Staying Ahead of the Curve: How GCs and CIOs are Teaming Up to Prevent Becoming the Next Target of a High-Profile Breach
Speaker: David Kessler, Public Sector Counsel, Verizon Enterprise Solutions
Speaker: Alex Niejelow, Senior Vice President, Cybersecurity Coordination & Advocacy, Mastercard
Speaker: Jordan Thompson, Associate General Counsel & Privacy Officer, New York Institute of Technology
Moderator: Paul Ferrillo, Shareholder, Greenberg Traurig

It’s no surprise that cyber attacks bring about a whole myriad of risks for an organization. From concerns about the “dark web”, dealing with cyber criminals who target large corporations to steal customer and employee info, to ransomware and data regulation, this session explores how GCs and CIOs are working together to prevent their companies from becoming the next target of a high-profile breach.
2019 Regulatory Outlook: Ensuring Compliance Across SEC, DOL and NAIC Regulations
Speaker: Rose Marie Glazier, Vice President, Deputy General Counsel & Corporate Secretary, AIG
Speaker: Christopher Mendez, General Counsel, Chief Compliance Officer, Semper Capital Management
Speaker: Jean Weng, Senior Vice President, Deputy General Counsel & Corporate Secretary, Voya Financial
Moderator: Michele Jacobson, Partner, Stroock

Most insurers are moving ahead with their risk and compliance initiatives, even as regulatory uncertainty poses significant and ongoing challenges. Lawmakers and regulators are striving to make necessary changes and updates to applicable laws and regulations, which insurers are expected to comply with going forward, however in some areas, the requirements aren’t yet so clear. This session will highlight some of the biggest risks within the industry and how insurers can implement strategies to stay on top of these new and at times, confusing, changes.
How to Develop & Retain Top Talent - Part 2
Moderator: Michael Avalos, Assistant General Counsel, AIG
Moderator: Anna Marciano, Chief Counsel, Shared Value, Sustainability & Corporate Affairs, Nestle Waters North America
Moderator: Steve Kovalan, Director of Research, Legal Intelligence, ALM

In this roundtable discussion, we will continue the conversation from Part 1 and focus on how to foster, grow & retain talent within your law department.
1:00 pm - 2:00 pmNetworking Lunch
2:00 pm - 3:00 pmLitigation & Outside Counsel ManagementLabor & EmploymentExecutive Leadership Strategies (Off The Record Conversations) Open to In-House Counsel Only
Litigation Do's and Don'ts: Practical Strategies for Managing Complex Disputes in Today's Environment
Speaker: John Blood, General Counsel & Company Secretary, Anheuser-Busch InBev
Speaker: Allison Chock, Chief Investment Officer, US & Legal Counsel, Bentham IMF
Speaker: Mike Martinez, Senior Vice President, Associate General Counsel - Dispute Resolution, Marriott International
Moderator: Lauren Aguiar, Partner, Complex Litigation and Trials, Skadden, Arps, Slate, Meagher & Flom LLP

How does one deal with a complex case these days? It seems that more often than expected, a seemingly simple case can transform into a complex situation. In such instances, the skills and endurance of in-house counsel are tested. In this session, we’ll discuss everything from how to recognize the signs of not-so-simple cases, initial tasks to reduce overall risk, appropriate resource allocation, types of case management software that GCs are using, and cost management strategies that can go a long way.
In the Wake of the #MeToo Movement: Speaking Out and Setting Expectations for a Safe and Supportive Working Environment
Speaker: Grace Fu, Executive Vice President, HR, General Counsel & Secretary, Barneys New York
Speaker: Genie Gavenchak, Senior Vice President & Deputy General Counsel, News Corporation
Speaker: Caroline George, Senior Vice President, General Counsel, Crescent Hotels & Resorts
Speaker: Ron Peppe, Vice President Legal and Human Resources, Secretary & Director, Canam Steel Corporation
Moderator: Ellen Dwyer, Chair, Executive Committee & Partner, Labor and Employment Group, Crowell & Moring LLP


With all of the attention on workplace ethics in the media this past year, there is a new emphasis on transparency between management and employees. Employees (and customers alike) are expecting more definitive statements of what is acceptable behavior in the workplace. Meanwhile, companies are now more aware than ever of the repercussions of a PR crisis and are taking careful steps to mitigate risk -- such as speaking out on important issues. But when is it appropriate to weigh in, and how are executives sure they are expressing the “right” sentiment? This session explores how to do just that.
GCs as Leaders: Overcoming Organizational Challenges - Part 1
Moderator: Jonathan Mothner, Executive Vice President, General Counsel & Secretary, Synchrony Financial
Moderator: Heather Nevitt, Editor-in-Chief - Corporate Counsel, Inside Counsel & Texas Lawyer, ALM

There are certain characteristics that good leaders have in common, such as decisiveness, transparency and speed to action, and one of the most important factors in leading effectively is responding to challenges quickly and effectively, all the while keeping calm and composed. This discussion will highlight how successful leaders have honed their skills while honoring individual values, including strategies for identifying & overcoming personal leadership gaps.
3:00 pm - 310 pmSession Transition Break
3:10 pm - 4:10 pmLitigation & Outside Counsel ManagementLabor & EmploymentExecutive Leadership Strategies (Off The Record Conversations) Open to In-House Counsel Only
Managing and Messaging the High-Stakes Investigation or Lawsuit: Perspectives and Best Practices from Inside and Outside Counsel
Speaker: Elizabeth Campbell, Senior Vice President, Group General Counsel & Compliance Counsel, AmerisourceBergen
Speaker: Peter Ochroch, Senior Vice President, Group Legal Business, De Lage Landen Financial Services, Inc
Moderator: Steven Bizar, Partner, Dechert LLP

In this session, panelists will discuss how to run a high-stakes investigation and manage the messaging to internal and external constituencies - from government raid, through the investigation process, and the defense of the private civil lawsuits that follow disclosure of the investigation by the company, or some other company in the industry. Panelists will also discuss how to manage civil litigation through its various stages while a criminal investigation looms in the background.
Tackling Employment Issues and Ensuring Reasonable Accommodation
Speaker: Adam Lelonek, Senior Vice President, General Counsel, Brooks Brothers, Inc
Speaker: Deborah Pierce, Senior Vice President & General Counsel, Integrity Staffing Solutions
Speaker: Jodi Varon, Assistant General Labor & Employment Counsel, PSEG
Moderator: Scott Matthews, Partner, Windels Marx

Every organization has HR policies that are in place to help protect the company and its employees, and having a competent drug and alcohol policy is a must for any organization, large or small. Most corporations have zero-tolerance policies for drugs and alcohol, but with many US states now legally prescribing marijuana for medical use, organizations are beginning to reassess their drug testing policies to keep up with the new laws while ensuring fairness to all employees, regardless of the medications they may be prescribed. In this session, we’ll discuss how GCs and HR executives are teaming up to reevaluate employee drug testing policies, and how to find the right balance between zero-tolerance and reasonable accommodation.
GCs as Leaders: Overcoming Organizational Challenges - Part 2
Moderator: Jonathan Mothner, Executive Vice President, General Counsel & Secretary, Synchrony Financial
Moderator: Heather Nevitt, Editor-in-Chief - Corporate Counsel, Inside Counsel & Texas Lawyer, ALM

In this roundtable discussion, we'll continue the conversation on how GCs can grow as leaders as discussed in Part 1.
4:10 pm - 4:30 pmAfternoon Networking Break
4:30 pm - 5:30 pmRoundtable Sessions

Roundtable 1: A Practical Discussion of How, Why and When to Implement Contract Automation
Facilitator: Noory Bechor, Co-Founder & CEO, LawGeex

Modern legal teams are revolutionizing their daily contract review processes. Technology enables teams to be more business-focused while automation simultaneously improves company-wide compliance with corporate policy. In this roundtable discussion, we will examine which legal teams will find the most impact from automation, explore types of contract review automation, and outline how to successfully implement this technology.

This will be a practical look at current technology while answering questions such as:
• What is contract review automation?
• How are leading legal teams using this technology today?
• What can you do to implement automation into your current workflow?

Roundtable 2: Leveraging Analytics -- Including Active and Passive Learning in Document Review
Facilitator: Roger Smith, Esq., CIO & Managing Director, eDiscovery Services, Strategic Legal Solutions

Active learning has drawn the attention of the legal community because it offers the potential to make the predictive coding process even more effective. However, it turns out that active learning is most effective with respect to binary evaluations. At this roundtable, we will discuss and examine the active and passive learning models, together with other analytics, to understand their effectiveness and the practical applications of both.

  Roundtable 3: Women, Influence & Power in Law
Facilitator: Heather Nevitt, Editor-in-Chief - Corporate Counsel, Inside Counsel & Texas Lawyer, ALM

The lack of diversity in legal departments is a long-standing issue, especially considering the lack of women represented in leadership roles. This roundtable will discuss the issue of gender inequality in the legal space, discuss how women lawyers are fighting to drive diversity and equality in corporate legal departments, how women can become leaders within their organizations.

Roundtable 4: How to Make Your Relationship with Outside Counsel More Efficient & Strategic
Facilitator: Jonathan Storper, Partner & Chair, Business Section, Hanson Bridgett LLP
Facilitator: Michael Donner, Partner & Chair, Business Litigation Practice Group, Hanson Bridgett LLP

In today’s competitive environment, in-house legal departments are under pressure to reduce costs, increase efficiencies, and improve performance. However, legal departments don’t produce goods. They address the company’s various legal needs, often with the assistance of outside counsel. Those relationships – between in-house and outside counsel – are now subject to increasing scrutiny as part of the same drive for cost-reduction, efficiency, and performance. In this roundtable discussion, we will explore how in-house counsel departments may improve their working relationships with outside counsel, focusing tangible solutions that improve communications and legal service, reducing expense, and building long-lasting, strategic, and mutually-beneficial relationships.

Roundtable 5: Make Your Legal Department a Profit Center -- Recover Your Assets
Facilitator: Jeffrey N. Leibell, Esq., Senior Vice President, General Counsel, FRS
Facilitator: Harris Love, Esq., Executive Vice President, Revenue, FRS

Most eligible class members of class action settlements never file a claim, and companies may be walking away from a substantial source of assets that most overlook. There are many ways to facilitate recovering these assets. Learn how the claims process works, the players involved and weigh your options to find the best solution for your company so that you do not miss future opportunities.

Roundtable 6: Uncomplicating the Unbundling of Legal Work
Facilitator: Susan Lichtman, Vice President, Commerce & Industry, Axiom
Facilitator: Greg McLaughlin, Senior Counsel, IBM

To unbundle or not to unbundle? That is the question facing in-house decision-makers. Unbundling legal work acknowledges that while overall legal matter may be exceptional, its individual components are often not. Adopting this approach enables law firms to retain the “bet-the-company” work where an artisanal approach is warranted, while the volume-centric work is handled by alternative firms possessing the necessary technology and process competencies. When done right, unbundling pays significant rewards and signals innovation in legal department operations and efficiency. It is not, however, a simple plug-and-play solution, and is not, therefore, appropriate for all exceptional matters. This roundtable will explore the many facets of unbundling Are there rules the govern how and when to unbundle? When is it warranted? How can legal departments effectively unbundle and segment legal work? How can traditional law firms and ALSPs play well in the sandbox together? What role does the legal department play, if any, in the project management of competitors turned collaborators?
5:30 pm - 6:30 pmCocktail Reception

09/27/2018
8:30 am - 9:00 amRegistration & Breakfast
9:00 am - 10:00 amGCs and the Greatest Challenges They Face
Speaker: Thomas E. Ayres, General Counsel, Chief Legal Officer & Chief Ethics Official, United States Air Force
Speaker: Antonio Gutierrez, General Counsel, Chief Administration Officer, First in Service Travel
Speaker: Brian Markley, Partner, Cahill Gordon & Reindel LLP
Moderator: Steve Kovalan, Director of Research, Legal Intelligence, ALM

What’s keeping GCs up at night? With the role of the GC expanding to encompass more strategic leadership across the organization and collaborating with the C-suite, corporate counsels are concerned with driving business more than ever. This session will explore how GCs and corporate counsel are dealing with the most pressing challenges their organizations are facing.
10:00 am - 11:00 amLegalOps & TechGlobal PlaybookExecutive Leadership Strategies (Off The Record Conversations) Open to In-House Counsel Only
How Technology is Transforming the Legal Landscape
Speaker: Kevin Fumai, Senior Managing Counsel, Oracle
Speaker: Javier Robles, Senior Vice President, Group Chief Compliance Officer, News Corp
Speaker: Randy Rutherford, Chief Legal Officer & Secretary, Vonage
Moderator: George Tziahanas, Managing Director, US, Luminance

Technology is constantly evolving and bringing change to the legal industry. This session will highlight how new technologies and processes will supplement work in the current legal landscape and what areas are ripe for greater automation and operational efficiency. We'll discuss some of the fundamental data science concepts that are powering these technologies, explore case studies, and provide insights regarding the explosion of data and analytics being applied in the legal profession and how these new technologies are being leveraged.
On the Road to Compliance: GDPR Effects and Impacts Across Borders and Business Units
Speaker: Linda Frazier, Vice President, Associate General Counsel & Chief Compliance Officer, TripAdvisor
Speaker: Sonia Galindo, General Counsel & Secretary, Rosetta Stone
Speaker: Noga Rosenthal, Chief Privacy Officer & General Counsel, NCC Media
Moderator: Dr. Axel Funk, Partner, CMS

Over the past few years, the European Union has been undergoing deep change in its data protection framework which started with the passing of the General Data Protection Regulation in May 2016, which finally took effect in May 2018. With its recent implementation, organizations around the globe are making the GDPR a top priority. The new rights to data subjects and obligations to organizations contained in the GDPR are forcing companies to develop new procedures and processes and to find ways to operationalize those new requirements. In this session, you will learn how GDPR directly affects global organizations. We will also address the importance of demonstrating on-going compliance, and how privacy management software and automation can support key related initiatives.
Keep Calm and Manage Employees through Disruption
Moderator: James Sheehan, Chief, New York Attorney General Charities Bureau, New York State Department of Law
Moderator: Heather Nevitt, Editor-in-Chief - Corporate Counsel, Inside Counsel & Texas Lawyer, ALM

When there’s an organizational shift or disruption in management in a company, it’s never quite easy to navigate -- even for a strong leader. In this roundtable discussion, we’ll explore strategies for how to guide your teams through business disruptions while keeping calm and maintaining your composure throughout.
11:00 am - 11:15 amSession Transition Break
11:15 am - 12:15 pmLegalOps & TechGlobal PlaybookExecutive Leadership Strategies (Off The Record Conversations) Open to In-House Counsel Only
Driving Operational Transformation to Innovate and Reinvigorate Your Law Department
Speaker: Julie Cantor, Corporate Counsel, Compass
Speaker: Andrew Cromer, Director, Associate General Counsel, Shake Shack
Speaker: Brad Rogers, Managing Director, Chief of Staff & COO, TIAA
Speaker: Megan Ryan, Executive Vice President, General Counsel, Chief Compliance, Privacy and Ethics Officer, NuHealth
Moderator: Matt DenOuden, Vice President, Global Sales, Onit

Law departments are going through a transformation. With the emergence of legal ops teams handling more of the day-to-day and operational aspects of the role, GCs and counsel are taking on more strategic and managerial roles within their departments. This session will look at how law departments continue to evolve and best practices for moving yours forward -- from developing KPIs for your team to separating the legal operations function, to expanding the team and thinking in global terms.
Global M&A: Best Practices for Expanding Your Brand Across International Waters
Speaker: Rachael Dugan, Associate General Counsel, Chief Strategy & M&A Counsel, Marsh & McLennan
Speaker: Alan Konevsky, Senior Vice President, Strategic Initiatives & Technology Counsel, Mastercard
Speaker: Bob Zapata, General Counsel, Corporate Strategy & Development, TIAA
Moderator: Greg Kaden, Director, Goulston & Storrs

So you want to go global -- the question is, how? In this session, we’ll uncover everything from how to implement a framework for global transactions, to biggest risks involved, and how to overcome key challenges to expand your organization internationally. We’ll discuss the biggest challenges faced by companies with global operations and provide practical advice and strategies for effective cross-border transaction management. Topics highlighted will include protecting intellectual property, foreign governing laws, handling disputes, working with foreign legal consultants, and much more.
Managing Across the Board: Improving Negotiation Tactics and the Ability to Influence
Moderator: James Sheehan, Chief, New York Attorney General Charities Bureau, New York State Department of Law
Moderator: Heather Nevitt, Editor-in-Chief - Corporate Counsel, Inside Counsel & Texas Lawyer, ALM

Negotiation skills are a necessity in executive management in advocating for your team, such as increasing department budgets, resources and compensation. Unfortunately, there are no magical phrases that can guarantee success. Even the most seasoned managers and executives need a compelling strategy before going into campaign. In this roundtable discussion, participants will share their strategies on how to demonstrate confidence, congeniality, and the knowledge necessary to secure positive results.
12:15 pm - 1:00 pmNetworking Lunch
1:00 pm - 2:00 pmThe Rise of Equality: Taking Aim at Employment Law and Avoiding Discrimination
Speaker: Michael Donahue, Senior Vice President, General Counsel & Secretary, LogMeIn
Speaker: Kirsten Hotchkiss, Vice President, Global Employee Relations and Employment Counsel, American Express Global Business Travel
Speaker: Eben Krim, Chief Labor & Employment Counsel, PMT, Honeywell International Inc.
Speaker: Jason Rosen, Associate General Counsel, Advanced Accelerator Applications, a Novartis Company
Moderator: Katherine Blostein, Partner, Outten & Golden LLP


Fair wage and equal pay are just a some of the top concerns that GCs and HR professionals are faced with addressing, but that doesn’t even begin to scratch the surface of the biggest employment law issues. This session will cover how GCs are working with HR executives from the hiring process and beyond to create a better workplace for all employees -- regardless of race, gender, sexual orientation or creed -- and avoid unnecessary discrimination.
2:00 pm - 3:00 pmCreating, Maintaining & Sustaining a Talented and Diverse Legal Workspace
Speaker: Charles Broll, Executive Vice President & General Counsel, Nestle Waters North America
Speaker: Taa Grays, Vice President, Associate General Counsel - Information Governance, Metlife
Speaker: Amin Kassam, Chief of Staff, Legal & Compliance Department, Senior Counsel, Bloomberg LP
Speaker: Christopher Lalan, Senior Vice President, Head of Legal Division, Popular Bank
Moderator: Nanette Heide, Partner, Duane Morris LLP


A great legal workplace starts from the top. To build a successful team, you must be not only a skillful and experienced executive, but also a good leader. This session will explore strategies for growing your law department by being a mentor to your team, building a diverse staff to better suit client needs, strategies on uncovering unconscious bias, and helping employees define and refine their specific skill sets to increase overall success in your organization.