2017 General Counsel Summit
The General Counsel Summit (GCS) combines professional development and leadership programs with networking events to meet peers, exchange ideas and launch legal careers to the next level.
Course Materials
How High? Insurance and Medical Marijuana in 2017
Before the Whistle Blows: Managing Corporate Whistleblower Risks
Understanding the Differences: Litigation vs. ADR vs. Mediation, and When to Use One Over the Other
Risk Management: Assessing Risks and Avoiding Crisis
SOURCES OF SUCCESS™
Part 1: Get off the Bench and Into the Game: Strategic Resume and Interview Skills
Part 2: Blueprinting for Success: Developing Plans for Success in Sponsorship, Leadership, Networking, Self-Promotion and Flexibility
Part 3: Getting Ambitious About Ambition
Part 4: Negotiation: Learn by Doing
Part 5: The It Factor – Making It Happen
Part 6: From Cost Center to Revenue Generator – a New Approach for In-House Legal Departments
EVENT SPONSORS
MCCA would like to thank all our generous sponsors who supported the MCCA’s 2017 General Counsel Summit (GCS). GCS is the primary fundraiser for MCCA’s LMJ Scholarship Program which provides yearly scholarships to outstanding diverse students pursuing a legal education.
EVENT AGENDA
WEDNESDAY, APRIL 19, 2017
12:00 PM – 6:00 PM
REGISTRATION AND INFORMATION DESK
Location: Lobby Lounge
6:00 PM – 8:00 PM
YOUNG LAWYERS RECEPTION
Location: Cascata Pool
Kick-off GCS by joining MCCA for a wine and cheese welcome reception. Reconnect with familiar faces, meet first-time GCS attendees, and connect with diverse local lawyers.
Co-Sponsored by:
THURSDAY, APRIL 20, 2017
7:45 AM – 6:00 PM
REGISTRATION AND INFORMATION DESK
Location: Garden Foyer
8:00 AM – 9:30 AM
BREAKFAST AT BOURBON
Location: Bourbon Steak
8:30 AM – 3:30 PM
THURSDAY TEE TIME
Location: Golf Course If you are interested in setting up a personal tee time, please contact Turnberry’s Pro-Shop at 305-933-6929 or teetimes@turnberryislemiami.com to sign up for one of the MCCA reserved tee times. Please be advised that there are a limited number of reserved MCCA tee times and spots will be accepted on a first come, first serve basis. For more information on Turnberry’s golf options, please visit: www.turnberryislemiami.com/golf. Pricing – MCCA has secured a 10% discount off the prices* below:
7:30am-11:50am $295 pp
12:00pm-12:50pm $255 pp
1:00pm-1:50pm $185 pp
2:00pm-sunset $155 pp *forecaddie included (forecaddie gratuity not included; suggested $25 pp)
9:00 AM – 10:15 AM
HOW HIGH? INSURANCE AND MEDICAL MARIJUANA IN 2017
Location: Garden I
This CLE session focuses on the impact of medical marijuana on insurance coverages and underwriting. Part one of the program begins by defining common terms of art used in the medical marijuana industry, and providing a brief history of criminal laws on controlled substances and the movement towards legalization. Part two of the program discusses past legislation decriminalizing medical marijuana and expectations regarding 2017 and beyond. Part three details the impact of legalized marijuana on various lines of insurance coverage and compares and contrasts insurance coverage for legalized marijuana with other highly regulated substances such as alcohol and tobacco. Part four of the program concludes with a discussion of ethical obligations and pitfalls attorneys and insurance professionals may face when advising their clients on this emerging industry, including a survey of how various state bars have handled this issue.
Panelists:
Scharome Wolfe – Partner, ROIG Lawyers
John S. Leinicke – Senior Associate, ROIG Lawyers
Maribel Lopez – PIP Supervisor, AssuranceAmerica
9:00 AM – 10:15 AM
SOURCES OF SUCCESS PART 1
Sponsored by:
Location: Garden II
Get off the Bench and Into the Game: Strategic Resume and Interview Skills
Introducing MCCA’s Sources of Success™ Program, a professional development program specifically tailored for junior and mid-level attorneys from corporate legal departments and law firms. Learn successful career strategies, develop your professional network, apply it to your career and move from a benchwarmer to a starter! Sources of Success Part 1 will be divided into 2 components. The first half of the session will be led by Michelle Banks, former Executive Vice President and Global General Counsel for Gap Inc., and Charles H. Wilson, Vice Chair, Office Managing Partner of Cozen O’Connor. They will provide attendees with valuable insight on what they look for when reviewing resumes and interviewing top talent for their organizations; the different skill sets that a candidate should highlight for an in-house position vs. a law firm; and how to make yourself stand out on a deep bench. Part 2 will consist of a resume and mock interview clinic. We request all attendees submit a copy of their resume in advance of the conference and a law firm partner or senior in-house counsel will meet with attendees one-on-one to review their resume and/or lead mock interviews. This allows attendees to practice interview skills and receive constructive feedback from senior industry leaders.
Panelists:
Michelle Banks – Board Chair, Former EVP, Global GC, Chief Compliance Officer & Corporate Secretary, Gap Inc.
Charles H. Wilson – Vice Chair, Office Managing Partner, Cozen O’Connor
Please submit resumes to Sophia Piliouras, Senior Counsel, Director of Education and Research at sophia.piliouras@mcca.com.
This session is designed for junior attorneys. MCCA defines junior attorneys as persons having less than 6 years of experience.
10:30 AM – 11:45 AM
TAKING THE HELM: PROACTIVE ENVIRONMENTAL LIABILITY ASSESSMENT AND MANAGEMENT AS A CORPORATE BEST PRACTICE
Location: Garden I
Corporate Social Responsibility (CSR) efforts in the environmental space have focused mostly on environmental sustainability. However, the public’s exposure to a company’s environmental risk profile is much broader than that. Many companies have been driven into bankruptcy by the weight of various environmental liabilities, and when that happens, the public invariably ends up sharing the burden of those liabilities. Being prepared to respond effectively in emergency situations is crucial for companies, but engaging in proactive efforts to prevent environmental liabilities from emerging in the first place is typically a far more cost-effective approach. This CLE focuses on how companies can use the environmental diligence process typically reserved for transactions (where an acquiror or investor seeks to assess and mitigate the environmental risk and liabilities associated with a target company or business) as a CSR benchmark to signal a proactive and holistic approach to managing one’s environmental liabilities.
Panelists:
Toby Chun – Partner, Kirkland & Ellis LLP
Alan Kao – Principal and Global Service Line Leader for Compliance, Strategy, and Transaction Services (CST), Ramboll Environ, Inc.
James Vetter – Managing Director, National Environmental Practice, Marsh LLC
10:30 AM – 11:45 AM
BEFORE THE WHISTLE BLOWS: PRACTICAL GUIDANCE FOR MANAGING AND MITIGATING WHISTLEBLOWER RETALIATION RISKS
Sponsored by:
Location: Garden II
This CLE focuses on recent developments in the SEC’s whistleblower rewards program and the impact of that program on corporate legal departments and employees. Attendees will learn about best practices for properly recognizing an internal whistleblower complaint, precautions for maintaining whistleblower confidentiality and properly identifying actions that may constitute retaliation. Recent SEC actions involving the use of settlement agreements or confidentiality agreements to bar employees from disclosing potential violations to the SEC will also be covered.
Panelists:
Arian June – Counsel, Debevoise & Plimpton
Lisa LeCointe-Cephas – Senior Counsel, Litigation & Government Investigations, Bristol-Myers Squibb Company
Jocelyn Hunter – Vice President and Deputy General Counsel–Merchandising, Supply Chain, Intellectual Property, International, Employment Law & Benefits, The Home Depot
Damien Atkins – General Counsel and Corporate Secretary, Panasonic Corporation of North America
12:00 PM – 1:30 PM
SCHMOOZE-A-QUE LUNCHEON
Sponsored by:
Location: Magnolia Courtyard
Join us for a networking BBQ to meet fellow GCS sponsors and attendees.
2:15 PM – 3:30 PM
FIRESIDE CHAT WITH SAMUEL REEVES AND GWEN MARCUS
Location: Garden II
Join an intimate discussion with Samuel Reeves, Senior Vice President & General Counsel, International, Wal-Mart Stores, Inc. and Gwen Marcus, Executive Vice President & General Counsel, Showtime Networks, Inc. about their career paths and professional experience.
Moderator:
Debbie Israel – Chief Operating Partner, Womble Carlyle Sandridge & Rice, LLP
3:45 PM – 5:00 PM
UNDERSTANDING THE DIFFERENCES: ADR VS. LITIGATION VS. MEDIATION, AND WHEN TO USE ONE OVER THE OTHER
Location: Garden I
Litigation is generally something people seek to avoid. It’s expensive, time consuming, emotionally draining and unpredictable — until a judge or jury decides the case, you can never be certain of the outcome. Because litigation is so inefficient for most of us, alternative dispute resolution, such as arbitration and mediation, has become increasingly popular. The fact is that most cases do not go to trial. Approximately 95% of civil lawsuits are resolved through settlement. This session discusses factors to consider when determining the best method to use to resolve a case and the pitfalls and advantages of each.
Panelists:
Jerry D. Hamilton – Managing Partner, Hamilton, Miller & Birthisel, LLP
Maureen M. Deskins – Corporate Counsel, Ocean Properties, Ltd. & Affiliates
April Savoy – Senior Vice President and General Counsel, Acceptance Insurance
Michael T. Williams – Executive Vice President, General Counsel, and Secretary, Staples, Inc
3:45 PM – 5:00 PM
SOURCES OF SUCCESS PART 2
Sponsored by:
Location: Garden II
Blueprinting for Success: Developing Plans for Success in Sponsorship, Leadership, Networking, Self-Promotion and Flexibility
In today’s competitive workplace, it is no longer enough to be a top notch professional. What are the intangibles that differentiate those professionals who thrive and those who wither? During this session, attendees will discover the five challenging areas where professionals should focus. These include: 1. Sponsorship and Strategic Alliances; 2. Promotion and Self-Promotion; 3. Networking and Business Development; 4. Leadership and Executive Presence; and, 5. Work/Life Balance and Flexibility. After gaining an understanding of the challenges, attendees will learn tangible steps to better navigate their way. Attendees will leave the program, armed with feedback and inspiration, to develop the skill sets they need to gain the success and status they want.
Speakers:
Deborah Epstein Henry – Co-Founder, Bliss Lawyers; Founder, Flex-Time Lawyers
Michelle Banks – Board Chair, Former EVP, Global GC, Chief Compliance Officer & Corporate Secretary, Gap Inc.
This session is designed for junior and mid-level attorneys. MCCA defines junior attorneys as persons having 6 or less years of experience and have no management responsibilities. Mid-level attorneys have 7 plus years of experience and some management responsibilities.
5:30 PM – 7:30 PM
BIDDING BATTLE RECEPTION
Sponsored by:
Location: Garden Foyer
Join us for this welcome reception and your chance to bid on an opportunity to join an in-house counsel for a private dinner hosted by MCCA on Friday, April 21st.
FRIDAY, APRIL 21, 2017
8:00 AM – 9:30 AM
Breakfast
Location: Magnolia Courtyard
8:00 AM – 6:00 PM
REGISTRATION AND INFORMATION DESK
Location: Garden Foyer
8:30 AM – 10:30 AM
GOLF: FUNDAMENTALS CLINIC
Sponsored by:
Location: Driving Range
Regardless of your golf ability, one thing that all golfers should strive to achieve is proper fundamentals. In this fundamentals session, as in years past, each golfer will focus on full swing and short game fundamentals allowing them to “build a solid foundation in the life long game of golf.” At the conclusion of the session, we will turn up the excitement level like never before and have everyone participate in a KWIK Golf challenge. It doesn’t matter what your level of golf experience is, we promise you golf fundamentals, a challenge and a lot of fun. All are welcome!
9:00 AM – 10:15 AM
SOURCES OF SUCCESS PART 3
Sponsored by:
Location: Garden I
Getting Ambitious About Ambition
Do you feel ambivalent about acknowledging your ambition or desire to seek power? Have you, at times, ceded or deflected your ambition? Did you used to feel ambitious and now feel that drive has dissipated? Or, is your ambition strong yet the receptivity to any of your expressed desires for promotion and power been discouraged, diminished or even received with outright hostility. At this session, you will be inspired by a distinguished panel who will talk about how to get ambitious about ambition. We will debate the awkwardness around ambition and the need to overcome such reticence in order to seek and develop power. We will also address the fear of exposing our true desires as well as the tension that some feel that our ambitions may conflict with our aspirations outside of work. Participants will leave the session inspired to further develop and nurture their ambitions as well as cultivate strategies to sustain and achieve them.
Speakers:
Alex Hu – Associate, LTL Attorneys LLP
Deborah Epstein Henry – Co-Founder, Bliss Lawyers; Founder, Flex-Time Lawyers
Reginald M. Rasch – General Counsel and Corporate Secretary Rakuten Marketing, LLC
LaTanya Langley – Vice President and General Counsel, Group Stationery, Latin America, Middle East & Africa, BIC International Co.
10:30 AM – 11:45 AM
EEOC YOU SOON? UNDER INVESTIGATION BY THE EEOC: PREVENTION AND DEFENSE STRATEGIES TO AVOID CLAIMS OF SYSTEMIC DISCRIMINATION
Location: Garden I
In 2016, the EEOC trumpeted the success of its systemic program and remarked upon a five-year, 250% increase in the number of systemic investigations over the past five years. Moreover, the EEOC claims a 94% success rate in systemic discrimination litigations over the past ten years. This CLE addresses the current state of systemic discrimination claims, the status of EEOC initiatives, explores general defense strategies for employers (including how to respond to overboard EEOC requests), and discusses best practices for employers to utilize to minimize the risks associated with a systemic discrimination claim.
Panelists:
Stephanie Adler-Paindiris – Principal, Jackson Lewis P.C.
Amanda Simpson – Associate, Jackson Lewis P.C.
Sharonda P. Mills – Vice President, Legal and Corporate Services Employment Counsel, Wyndham Worldwide Corporation
Michael Popok – Deputy General Counsel, Global Head of Litigation, Cantor Fitzgerald, L.P.
10:30 AM – 12:00 PM
SOURCES OF SUCCESS PART 4
Sponsored by:
Location: Garden II
Negotiation: Learn by Doing
Good negotiators – like good stories – hear and speak to us where we are and then take us to new places and new perspectives that allow us to look back on our prior story with new eyes. Great negotiators – like great stories – capture our hearts, make us care about another, and inspire us to look beyond our own story and become a part of a larger common story with an ending that make sense and feels right for all. The goals for this program are:
- Have fun!
- Learn-by-doing (“jump in” “push the envelope” “leave fear at the door”)
- Meet someone new or share an experience with colleagues you know
Speakers:
Sidney Kanazawa – Partner, McGuireWoods LLP
Nancy Saltzman – Executive Vice President, General Counsel, Chief Compliance Officer & Corporate Secretary, EXL
Richard Holzheimer – Partner, McGuireWoods LLP
Rakesh Gopalan – Partner, McGuireWoods LLP
Ama Romaine – General Counsel and Head of Risk Management and Compliance, Assistant Corporate Secretary and Legal Advisor to the Board of Managers, John Hopkins University Applied Physics Lab
12:00 PM – 1:30 PM
TGIF LUNCHEON BY THE POOL
Sponsored by:
Location: Cascata Pool
1:30 PM – 3:30 PM
GOLF: PERFORMANCE & SKILLS CHALLENGE CLINIC
Sponsored by:
Location: Driving Range
Join us for a more in depth look at your golf game where we will dive into cause and affect with video analysis as it relates to your full swing. This session is designed to give each golfer a better understanding of their swing and what keys are important for continued improvement. But that’s not all, have a great time testing all aspects of your game with our skills challenge! For those of you who think you are good with the putter our “putting obstacle course” will challenge you at every turn. We all understand how important the short game is, see how you stack up with our “Chipping Tic-Tac-Toe”. Lastly, for those who think they are accurate, “Big Break Style Glass Breaking” will put you to the test. This skills challenge is designed for everyone to have a great time! Golfers of all ability levels are welcome to participate in performance clinic and all challenge contests.
2:00 PM – 3:15 PM
INCENTIVE COMPENSATION AND CROSS-SELLING UNDER FIRE: STRATEGIES FOR COMPLIANCE AND RISK MANAGEMENT IN SALES PRACTICES
Location: Garden I
In the wake of the $190 million-dollar enforcement action against Wells Fargo and other recent government enforcement actions, incentive compensation, product cross-selling, and sales practices are facing unprecedented scrutiny. Politicians, consumer advocates, and private litigants are focused on the propriety of practices, including proper alignment of incentives with consumer protection objectives. In addition, a growing list of government regulators are evaluating practices, issuing guidance, and commencing expansive reviews and other regulatory inquiries. This session focuses on risk management as it relates to incentive compensation and sales practices, addressing factors institutions may wish to consider to proactively assess their own models and structures, themes and trends in regulatory examinations and investigations, tips on conducting risk assessments, compliance management and governance best practices.
Panelists:
Jonice Gray Tucker – Partner, Buckley Sandler LLP
Robin Nunn – Vice President and Senior Associate General Counsel, Capital One
Liana Prieto – Executive Vice President and General Counsel, Luther Burbank Savings
Thomas Pinder – Senior Vice President, American Bankers Association
2:00 PM – 3:15 PM
RISK MANAGEMENT: ASSESSING RISKS AND AVOIDING CRISIS
Location: Garden II
This CLE gives GC’s an understanding of certain business risks and risk mitigation techniques applicable to individual businesses/industries. Additionally, the discussion will cover what to expect when a crisis arises, such as how to handle the execution of a search warrant on company property or the service of a subpoena demanding production of documents or evidence. Ray Monroe and Billy have more than 30 years of experience each in counseling and litigating on issues related to compliance, corporate governance, ethics, government contracting, internal investigations, and white collar crime. Martin was formerly a federal prosecutor, including serving as Executive Assistant U.S. Attorney for the District of Columbia.
Panelists:
Ray Monroe – Partner, Miles & Stockbridge P.C.
Billy Martin – Partner, Miles & Stockbridge P.C.
Sanjay Subramanian – Principal, Advisory Forensic Services Practice, PricewaterhouseCooper
Neil Wilcox – Senior Vice President and Associate General Counsel, First Data Corporation
Michael T. Williams – Executive Vice President, General Counsel, and Secretary, Staples, Inc.
3:30 PM – 5:30 PM
SOURCES OF SUCCESS PART 5
Sponsored by:
Location: Garden II
The It Factor – Making It Happen
Have you ever been told, “You need to be more assertive”? How about, “You need to be able to take control of the room” or “You need to learn to speak up more”? Or “You just need to have that ‘It Factor’?” While it is good to get feedback, sometimes the type of comments we receive are so vague and general that they can only register as impediments to advancement, rather than an opportunities for growth.
In this workshop, participants will begin to learn about developing a defining presence through a combination of becoming more socially aware and developing specific strategies and a mindset for success. While no single workshop can solve every problem, the hope is that participants will become more aware of things they can change about their presentation and style of interpersonal interaction that can help them succeed as they advance in the legal profession.
Speaker:
Steve Chung – Senior Vice President, NBCUniversal Newsgroup Legal
This session is designed for junior attorneys. MCCA defines junior attorneys as persons having 6 or less years of experience and have no management responsibilities.
3:30 PM – 4:45 PM
SOURCES OF SUCCESS PART 6
Sponsored by:
Location: Garden I
From Cost Center to Revenue Generator – a New Approach for In-House Legal Departments
As in-house legal departments continue to face budget pressures, this CLE offers attendees a pathway to “do more with less,” through a revenue recovery program, a structured process through which in-house counsel, in conjunction with their business unit clients, examine company’s contracts, operations, insurance policies and other transactions and deals to identify legitimate claims and recoveries that already exist. The program will cover themes including what it means to generate revenue as part of an in-house legal department; preserving and asserting the company’s rights and interests; creating processes to identify and pursue existing claims and recoveries; strengthening collaboration between in-house counsel and their clients as part of the process; and ways to measure and demonstrate quantifiable results.
Speakers:
Randall Lehner – Partner, Kelly Drye
Vijay Bondada – Vice President, Litigation, Duke Energy Corporation
Dorothy Capers – Senior Vice President and General Counsel of National Express
Michael Chartock – Senior Managing Director and General Counsel, Gordon Brothers
Melissa Zujkowski – VP, Litigation & Disputes, Flex
This session is designed for mid-level and senior attorneys. MCCA defines mid-level attorneys as persons having 7 plus years of experience and some management responsibilities.
5:15 PM – 6:15 PM
PRO-SHOP POWER HOUR RECEPTION
Sponsored by:
Location: Pro Shop
9:00 PM – 12:00 AM
WHITE PARTY
Sponsored by:
Location: Harry Soffer Room
SATURDAY, APRIL 22, 2017
7:30 AM – 9:00 AM
CHAMPIONS BREAKFAST
Sponsored by:
Location: Driving Range
8:00 AM – 1:00 PM
GCS GOLF TOURNAMENT
Sponsored by:
Location: Miller Golf Course
Compete for the trophy in the General Counsel Summit Golf Tournament on Turnberry’s Champion Course, where PGA professionals prove they’re just like everyone else. Well, in reality they are not like us because we have food and spirits along the way! Great sponsors, sharing extravagant drinks and food in a fun festive environment. We go out of our way to pair law firms with in-house counsel.
Registration: Starters Booth
6:30am – 8:00am Registration
7:00am – 7:45am Driving Range/Putting Green Open
7:45am – 8:00am Call to Carts and Welcome
12:30 PM – 2:00 PM
CHAMPIONS LUNCHEON
Sponsored by:
Location: Laguna Lawn
OPTIONAL ACTIVITIES
8:00 AM – 6:00 PM
SOAK UP THE SPA
(Available Thursday, April 20, 2017 – Saturday, April 22, 2017)
Enjoy the relaxing atmosphere of the newly renovated Ame Spa at Turnberry! GCS attendees can sign up for spa treatments at a discounted rate. Please note that reservations are taken on a first come, first serve basis and the spa books up quickly.
For a list of discounted spa services, please click here: Group Offer-Spa Services – MCCA
To make a reservation please call 305-933-6930 or visit Ame’s website: www.turnberryislemiami.com/spa/spa-reservations.aspx
EVENT SPEAKERS
Registration & Fees
PAYMENT MESSAGE:
All Major Credit Cards accepted. Membership discounts will apply after early bird discounts expire and will be applied on the payment page of registration with a valid discount code.
CANCELLATIONS & SUBSTITUTIONS:
All cancellations must be received in writing; telephone cancellations will not be accepted. Cancellations received in writing before March 19, 2017 will be fully refunded minus a $65.00 administrative fee. Individuals canceling in writing after March 19 but prior to April 18 will receive a full credit towards attendance to MCCA’s 2018 General Counsel Summit (only monies paid for the 2017 GCS will be credited; after applying credit, any balance due is the responsibility of the registrant). If written confirmation of cancellation is not received by April 18, no refunds or credits will be issued of any kind. Credits will be processed after the conference. An organization may substitute one paid participant for another. Cancellations and requests for substitutions should be submitted to events@mcca.com.
FINANCIAL HARDSHIP POLICY:
MCCA, at its discretion, may reduce or waive the conference fee for any attorney, member or non-member, who wishes to attend the conference, but for whom the cost would be a financial hardship. Requests for tuition waiver will not be accepted on-site. Requests for tuition waiver, along with an explanation of hardship, must be received in writing at least 28 business days prior to the program. To receive detailed instructions or to submit a request for a fee reduction or waiver e-mail education@mcca.com.
SPECIAL REQUIREMENTS:
Please advise the General Counsel Summit team if you have any special needs for facilities, visual aids or dietary requirements at events@mcca.com.
SPONSORSHIP OPPORTUNITIES:
To sponsor the 2017 General Counsel Summit, please contact: Elizabeth Allard at 202-739-5901 or sponsorship@mcca.com.
PREVIOUS General Counsel Summit
Eric Wang
Partner; Co-Chair, Northern California Corporate and Finance Practice,
DLA Piper
—
Eric Wang has broad experience in general corporate and securities representation and business counseling of publicly traded companies, emerging growth and other privately held companies and venture capital firms.
Eric also has significant mergers and acquisitions experience, having represented numerous public and private companies in various industries both within the United States and in cross-border transactions. Eric is a frequent speaker at PLI conferences and has been recognized for his work in mergers and acquisitions by The Legal 500 United States and Chambers USA.
Eric has been recognized for his work in mergers and acquisitions by The Legal 500 United States and Chambers USA. He has also been recognized as one of the Best Lawyers in the Bay Area in corporate and securities in Bay Area Lawyer Magazine.