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Nov. 16, 2016

7:30 | Registration and Breakfast

8:45 | Welcome Remarks


Bruce Malter, Vice President, Consulting Solutions, eTERA Consulting
Katherine Smith Dedrick, KSD Global Consulting affiliated with Hanover Stone Partners LLC
Tom Hagy, Managing Director, HB Litigation Conferences

9:00 | Data Security: Risk and Preparation

  • Challenges in managing corporate and third party data
  • Inventory of your data: what, where, and is it protected?
  • Knowing your primary data vulnerabilities
  • Lessons learned from recent massive data breaches
  • Internet of Things, is the risk real or imagined?
  • PHI breach response and best practices
  • Legal foundations for HIPPA and HI-TECH
  • Balancing Security and Privacy


Dan Safran, President & CEO, LegalShift, LLC, moderator
Brock Wanless, Managing Counsel, Global Privacy & Regulatory, Groupon
Bruce Radke, Shareholder, Privacy, Cyber Security & Media Chair, Vedder Price
Tom Thompson, Founding Partner, Vocke Law Group
Joe Rickard, Managing Director & CIO, Incapital

10:00 | eDiscovery: Federal Rules, Recent Rulings & Strategy

  • Understanding eDiscovery costs
  • Best practices in engaging and managing eDiscovery vendors
  • Leveraging your eDiscovery model with compliance, regulatory and other areas w/in your company
  • Latest thinking on Federal rules
  • What the courts are saying about eDiscovery


Sean Byrne, Founder, Byrne Law, moderator
Bruce Malter, Vice President, Consulting Solutions, eTERA Consulting
Peter Berk, Funkhouser Vegosen Liebman & Dunn LTD
Debbie Reynolds, Director, Discovery Solutions Eimer Stahl LLP
Stuart Hubbard, Co-founder, Lawyers Advocate, Inc.

11:00 | Break

11:15 | Breakout Sessions

A | Internal Investigations: Perspectives, Immediate Steps, the Long Haul

  • Internal and external immediate next steps
  • Managing various constituencies
  • Avoiding and mitigating conflict of interest
  • Gathering and reporting information

Coral Negron, Partner, Jenner & Block, moderator
Mike Dwyer, CAO Operations, Motorola Solutions
Bruce Malter, Vice President Consulting Solutions, eTERA Consulting
Dan Birk, Partner, Eimer Stahl LLP

B | Employment Law: Risks, Compliance, Case Survey

  • Types of individual and class/collective action cases being filed and litigated today
  • Government agency enforcement including the EEOC’s systemic discrimination program
  • Legislative agendas, recent cases and how your business can effectively manage these trends
  • Preventive strategies in a challenging environment: avoiding the courthouse and controlling your legal budget



John Storino, Partner, Jenner & Block LLP
Maureen Murphy, Member, Kopon Airdo
Ali Jubelirer, Vice President and Deputy General Counsel, Employment and Director of Global Compliance, Groupon
Charles Krugel, Labor and Employment, Krugel Law

12:15 | Lunch


1:30 | Directors & Officers: Risks, Compliance, Case Survey

  • Risks facing directors and officers are rapidly changing.
  • DOJ priorities, recent case law regarding the impact of data breach, financial misstatements, changing international regulations, and compliance requirements are a sample of shifting risks/compliance demographics that can affect not only directors, officers, country managers, but also, a company’s bottom line and, in some countries, imprisonment.
  • As such, these changing risks and compliance regulations are important to corporate counsel, compliance officers and risk managers.
  • Our presentation will address developing risks, compliance strategies and provide an overview of steps to help protect your directors and officers globally.



Katherine Smith Dedrick, KSD Global Consulting affiliated with Hanover Stone Partners LLC
Erik M. Severeid, Senior Advisor, Hanover Stone Partners, LLC


2:00 | Alternative Fee Arrangements:
Having Trouble Envisioning What an AFA Looks Like? — Attend this Practical Session!

  • Preparing to write a better AFA and a compelling RFP tomorrow
  • Tools and best practices to prepare and implement an effective AFA
  • Negotiating tips to achieve a win-win resolution for client and counsel
  • Measuring outcomes to ensure value


Mari Henry Leigh, Co-Founder, Vice Chair & Managing Director, Legal Fee Solutions LLC | An affiliate of Cozen & O’Connor






2:30 | Recent Rulings: Data Breach Class Actions

  • Is Article III standing worth the fight following the Seventh Circuit’s P.F. Chang’s and Neiman Marcus opinions?
  • The impact of the recent Barnes & Noble order on the defense calculus.
  • Defending class certification in the data breach context.
  • Proximate cause—the next frontier in data breach defense.

David Almeida, Partner, Sheppard Mullin
Mark Eisen, Associate, Sheppard Mullin

 3:00 | Break

3:15 Breakout Sessions

A | Foreign Corrupt Practices Act:  Sanctions / OFAC / Compliance

  • Role of US Office of Foreign Assets Control
  • Breadth and reach of OFAC regulations
  • Civil “strict liability” penalties
  • Criminal “knowing violations” penalties
  • Potential opportunities as well as pit-falls for US companies
  • Review of recent actions OFAC


David Butman, Hinkhouse Williams Walsh LLP
Inna Tsimerman, Chief Privacy & International Trade Counsel, Marsh & McLennan Company
Sarah M. DiLorenzo, Corporate Vice President & Chief Compliance Officer, Arthur J. Gallagher & Co.


B | Data Security: Insurance & Litigation

  • Recent court decisions, class actions and causes of action
  • Business interruption issues and coverage
  • Cyber physical perils
  • Cross border issues
  • Types of claims being covered
  • Claims notice and claims handling
  • Evolution of Cyber products


Michael Waters, Shareholder, Vedder Price
Mollie Werwas, Member, Kopon Airdo
Sean Byrne, Founder, Byrne Law
Matthew C. Wolfe, Associate, Shook Hardy & Bacon LLP

4:15 | ETHICS: Intersection of Legal Ethics & Corporate Compliance

  • Costs of loss of confidential information to businesses
  • History of how modern communications technology has shaped regulations relating to confidentiality
  • Review of model rules implicated by emails/digital communication
  • Discussion of the adoption of Model Rule 1.6(c) by state legal regulatory bodies
  • Steps in-house counsel can take to ensure their external counsel complies with new rules
  • Steps in-house counsel can take to ensure compliance within their own organizations


Peter Norman, Co-Founder Winnieware LLC
Elliot Molk, Vice President, Associate General Counsel, World Kitchen, LLC

5:15 | Networking Reception

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