/ Conference Agenda


4:00 p.m. - 6:00 p.m. Pre-Conference Check in


7:00 a.m. - 4:00 p.m. Conference Registration
Location: Rotunda
7:00 a.m. - 8:00 a.m. Networking Buffet Breakfast
Location: Pacific Ballroom Promenade
8:00 a.m. - 8:15 a.m. Welcome Session
Location: Pacific Ballroom
8:15 a.m. - 10:00 a.m. General Counsel Roundtable
Location: Pacific Ballroom

  • LaTanya Langley, VP & General Counsel, Group Stationary, Latin America, Middle East, Africa & Anti-Corruption Compliance Officer


  • Phyllis P. Harris, SVP & General Counsel, Legal Operations, Walmart Stores Inc., US
  • James F. Kelleher, EVP & Chief Legal Officer, Liberty Mutual Insurance Group
  • John E. Page, Corporate SVP Chief Corporate Social Responsibility & Chief Legal Counsel, Golden State Foods Corporation
  • Kim M. Rivera, Chief Legal Officer & General Counsel, HP, Inc
10:15 a.m. - 11:45 a.m. CLE #1- Preparing Your Contracts So A Comma Doesn’t Cost Your Company Millions
Location: Monarch Ballroom 1
Drafting and reviewing contracts is on the daily “to-do” list of many in-house counsel. In-house counsel must often balance mitigating legal risk with a desire to say “yes” to new business opportunities for the company. Earlier this year, the First Circuit held that the lack of an oxford comma meant that a Maine dairy company had to pay millions in overtime to its employees. This case drew a lot of attention in the mainstream media about the importance of drafting clear legal documents. Hear from seasoned litigators on best practices and lessons learned from recent cases to help you prepare contracts and win litigation in any resulting disputes. Tips and best practices from in-house counsel on the front lines will also be featured.

10:15 a.m. - 11:45 a.m. CLE #2- Artificial Intelligence, Block Chain, 3D Printing & Internet of Things: Risks and Liabilities When Technology Leaps Ahead of Law
Location: Monarch Ballroom 2
This panel will provide the audience with an introduction and discussion of new disruptive technologies and tools such as blockchain, artificial intelligence, and robotics to name a few. The panel will also discuss the potential impacts on companies and how corporate counsel can assist to best position the company to navigate this new frontier.

12:00 p.m. - 1:30 p.m. Signature Panel and Networking Lunch (Keynote Speaker)
Location: Pacific Ballroom
We know that many companies have “panel counsel.” Senior in-house counsel will talk about best practices for creating a Preferred Partner Network (“PPN”). They will also provide insight on how firms can become part of these PPNs. There will be some healthy debate on whether these PPNs really work. You will hear some straight talk on whether lawyers of color are helped or harmed by these PPNs.

1:45 p.m. - 2:45 p.m. CLE #3- Going Global: Legal Practice Post Brexit and Trump Era
Location: Monarch Ballroom 1
The panel will cover subjects, including trade terms, immigration rules, financial regulations and, of course, money. Brexit was also part of an international “country first” movement, with nations across the world refocusing domestic efforts on populism and nationalism. This movement and refocus is also seen as a prominent driving force behind the election of Donald Trump as President of the United States of America. His Presidency and international relations, has major implications on international law, strained alliances, roil economies and political drama consume attention across the world. How will this seemingly new era affect our daily practice as lawyers and our daily lives as advocates for justice? Our panelists will discuss practicing, both domestically and internationally, and social advocacy in the post-Brexit era and in the Trump Era.

1:45 p.m. - 2:45 p.m. CLE #4- Evolution of Financial Crime: A View From FinCEN and Leading Compliance Practices
Location: Adriatic
Financial crime over the last 30 years has increasingly become of concern to governments throughout the world. This concern arises from a variety of issues because the impact of financial crime varies in different contexts. This panel will discuss the global trends of financial crime and leading practices for compliance programs.

Topics Discussed:

  • FinCEN’s Customer Due Diligence Final Rule
  • NYDFS 504
  • Innovation, Machine Learning and Automation
  • Economic Sanctions
  • Leading Practices from Chief Compliance Officers
3:00 p.m. - 4:00 p.m. CLE #5- Digital Transformation: Powered by the Cloud
Location: Monarch Ballroom 1
Technology is playing an increasing role in everything we – and our customers – do, shaping growth, disrupting industry landscapes and providing the catalyst for transformation. In terms of impact, Digital Transformation can be considered the next industrial revolution, providing the catalyst for new business models, products, services and experiences that impact not only businesses but society overall. Digital Transformation is being powered by the cloud. Cloud computing is built on data centers storing and processing unprecedented amounts of data. As organizations increasingly consider moving to the cloud, they seek to protect the security, privacy and privilege of their data while managing related risks. What legal issues surround the collection and use of vast amounts of data? How does your organization stay out of trouble and out of the headlines? This session is designed to provide answers to these and other pressing questions as well as provide a global perspective on the diverse security, privacy and data protection rules that organizations should consider when deciding to move to the cloud.

3:00 p.m. - 4:00 p.m. CLE #6- Cross Border Data Transfers for Litigation and Investigation
Location: Monarch Ballroom 2
This panel session will discuss the types of ways for corporations to move data from overseas, primarily EU and Asia Pacific, to the United States for investigations (internal and government), litigation, and third party requests.

5:45 p.m. - 6:45 p.m. Welcome Reception: Presentation of Partner, Patron and Benefactor Sponsors
Location: Grand Lawn
7:00 p.m. - 10:00 p.m. Corporate Dine-Arounds:
Buses start departing at 7:00 p.m.
The Corporate Dine-Arounds offer a unique opportunity for In-House Counsel and Corporate Representatives to meet Outside Counsel and continue networking in a casual but intimate atmosphere during a dinner at one of several fine restaurants nearby. The cost of the dine-arounds is dutch treat and is not included in the cost of registration.


7:00 a.m. - 4:00 p.m. Conference Registration, Expo Setup
Location: Rotunda
7:30 a.m. - 8:00 a.m. Networking Breakfast and Presentation of Silver, Bronze and Mobile App Sponsors
Location: Monarch Ballroom
8:00 a.m. - 9:00 a.m. Black Attorneys United
Location: Monarch Ballroom
9:15 a.m. - 10:15 a.m. Judicial Forum
Location: Monarch Ballroom
Location: Pacific Ballroom“]Moderator:

  • Ade Heyliger, Partner; Weil, Gotshal & Manges LLP


  • Honorable Karen L. Stevenson, Magistrate Judge, U.S. District Court for the Central District of California
  • Honorable Joseph A. Greenaway, Jr., Circuit Judge, U.S. Court of Appeals for the Third Circuit
  • Honorable George J. Hazel, District Judge, U.S. District Court for the District of Maryland
10:30 a.m. - 11:30 a.m. CLE #7- The State of Cybersecurity and Client Data (includes ethics credit)
Location: Aegean
The most critical threats to business are taking the forms of data breaches and cyber attacks. Security is a particular concern for attorneys because of their ethical duties of competence in technology and confidentiality. This session will discuss the increasingly active role in-house counsel play in cybersecurity strategy and management, identify key legal and regulatory issues related to an organization’s data breach response, and provide tips to enhance cybersecurity preparation and recovery. It will also discuss the issue of cybersecurity for law firms, and how both in-house and outside counsel can fulfill their ethical obligations under ABA Model Rules 1.1 and 1.6.  Key insights and trends from the ACC Foundation’s 2018 State of Cybersecurity Report will be highlighted.

10:30 a.m. - 11:30 a.m. CLE #8- Misclassification of Employees as Exempt or Non-Exempt Under FLSA
Location: Monarch Ballroom 2
This seminar will guide employment counsel and employers in identifying positions that are most at risk for misclassification under the Fair Labor Standards Act (FLSA) and state law (particularly under the common “white collar” exemptions), conducting self audits, and implementing measures to correct misclassification errors to minimize liability exposure. The panel will also provide an update regarding the status of the Final Rule concerning exempt salary level under the FLSA.

The panel will review these and other key issues:

  • Which positions are most often misclassified as exempt—and how can employers and their counsel best determine the appropriate classification for such positions?
  • What self-audit approaches are effective to identify and correct errors—and protect the company from future liability?
  • What are the legal risks of voluntarily paying back wages to misclassified employees?
  • Should employers take the initiative to notify the Department of Labor of classification errors discovered during self audits?
11:45 a.m - 1:15 p.m. Signature Panel and Networking Lunch (Preferred Partner Network)

  • Robert Simpson, Partner, Shipman & Goodwin LLP


  • Gregory Kenney, Litigation Coordinator, Downstream Commercial Section, ExxonMobil Corporation
  • Wendy Hufford, Head of Litigation, Boehringer Ingelheim Pharmaceutical Company
  • William Cowan, Vice President, Litigation and Legal Policy, General Electric Company
  • Matt Swaya, Senior Vice President Business Ethics and Compliance Labor and Employment, and EEO Initiatives, Starbucks Coffee Company

The panel would be arranged as a series of incident questions in which senior counsel and compliance officers would have to respond explaining how they would deal with high pressure matters that include other areas of the business. For example, what are the steps to be taken when there is a privacy breach? What to do when a regulator shows up at your door with a subpoena? What happens when the media announces a class action suit? The panel would also look to the audience for input and also to score answers, like a game show.

1:30 p.m. - 4:30 p.m. Law Firm Interviewing and Networking Expo
Location: Pacific Ballroom
The Expo allows each law firm that registers for the Expo an opportunity to have an one-on-one informational interview with In-House Counsel, Corporate Representative and Government Attorney attendees during the Expo to discuss the legal services they offer. The Expo provides a unique networking platform and an additional opportunity for In-House Counsel, Corporate Representatives and Government Attorneys to meet with Outside Counsel.

4:45 p.m. - 5:45 p.m. CLE #9- Managing Global Trademark Portfolios and Current Litigation Trends
Location: Aegean
Panel discussion from in-house trademark counsel that represent a number of famous brands. They can give insight related to all aspects of managing a global trademark portfolio, including clearance, filing strategies, anti-counterfeiting, domain name recovery, licensing, trade dress protection and co-existence agreements.

4:45 p.m. - 5:45 p.m. CLE #10- Ethical Considerations: Diversity, Inclusion and Overcoming Unconscious Bias
Location: Adriatic
An informative and interactive presentation on “implicit” or hidden bias. Come learn what implicit bias is, how it impacts the workplace, and what we can do to overcome implicit bias and create a more inclusive workplace. This CLE is a forum for an honest, authentic dialogue about the ways that implicit biases may show up, the impact they can have, where they come from, and what we can do to be more mindful of them. The CLE will provide interactive discussion and more effective ways of developing cross-cultural competence in the workplace and the legal profession.

6:30 p.m. - 9:30 p.m. Dinner and Awards Celebration.
Location: Monarch Ballroom
  • Presentation Platinum and Gold Sponsors.
  • Presentation of 2018 Cora T. Walker Legacy Award
  • Presentation of the 2018 John Lewis Jr. Corporation of the Year Award


7:00 a.m. - 11:30 a.m. CLE Form Submission at registration desk
Location: Rotunda
8:00 a.m. - 9:15 a.m. Continental Breakfast
Location: Monarch Ballroom Promenade
8:30 a.m. - 7:00 p.m. Headshot Lounge
Location: Monarch Ballroom 1
9:30 a.m. - 10:30 a.m. CLE # 11- Navigating the State AG Waters: A Corporate Counsels Guide to Dealing with State Attorney General Investigations
Location: Monarch Ballroom 2
It is often said that attorneys general occupy the intersection of law and public policy. In many areas traditionally considered the exclusive responsibility of the federal government, the attorneys general now share enforcement authority. As chief legal officers of the states, commonwealths, and territories of the United States, the attorneys general serve as counselors to state government agencies and legislatures, and as representatives of the public interest. This panel will examine State Attorney General Investigations and explain what they are, how they differ from private plaintiff litigation and federal enforcement and regulatory actions, and how to respond to an investigation or litigation initiated by the Office of the State Attorney General. In addition, our panelists will opine as to the “next wave” of State Attorney General investigations and enforcement actions and share their thoughts on future focus areas. Practical advice, best practices, and strategic thinking are the hallmarks of this panel. Navigating the State AG waters means understanding state and local politics, the increasing partnerships between the private plaintiffs’ bar and state attorneys general, and the statutory authority and legal theories underlying the remedies, relief, and damages sought by the States. From cybersecurity and privacy to consumer protection and unfair and deceptive trade practices to review of class actions settlements under the Class Action Fairness Act, the attorneys general are engaged and are examining the conduct of Corporate America.

9:30 a.m. - 10:30 a.m. CLE # 12- The Ultimate Guide to Career Mobility - Making Successful Alternative Legal Career Moves
Location: Monarch Ballroom 3
Lawyers have consistently held positions of leadership throughout the public and private sector. Some have remained practicing, others have moved on to alternative roles that still utilize their legal skills. Join our panelists as they discuss alternative pathways for lawyers, at all stages of their careers.

Discussion Topics shall include:

  • How to move from the legal to the business side of a corporation
  • Pathway to the C-Suite
  • Corporate Board Membership
  • Transitioning from practicing to opportunities outside of the law
  • The types of career opportunities where in house practitioners are well-place to serve
  • The value of networking and personal connections
  • Things to consider when transitioning away from the practice
  • How to stay connected to the legal community
11:00 a.m. - 2:00 p.m. Spa and Lunch
Location: Mirival Spa
(800) 722-1543

*Call the Mirival Spa directly to make your appointment. A menu of services is available online at https://www.miravalspamonarchbeach.com. Conference attendees are responsible for payment of spa services unless otherwise indicated.

12:00 p.m. - 5:00 p.m. Golf Tournament and Lunch
Location: Monarch Beach Golf Links
Saturday, February 17, 2018

12:00 p.m. Shotgun start

6:00 p.m. - 8:00 p.m. Farewell Reception
Location: Grand Lawn

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