Agenda

8:00am –  9:00am

Breakfast

9:00am –  9:05am

Argyle Executive Forum Opening Remarks

9:05am – 9:10am

Conference Chairperson Opening Remarks

Neal Hochberg
Senior Managing Director and Global Leader, Forensic and Litigation Consulting Segment
FTI Consulting

9:10am – 9:15am

Introducing Bart Schwartz:

Michael Asen 
VP, Product Marketing, Legal Management Solutions  
IntraLinks

9:15am – 9:45am

"Lawyer/Business Manager:  The CLO's Dual Roles"

Bart Schwartz
Executive Vice President, Chief Legal Officer and Secretary 
Assurant, Inc.

9:50am – 10:40am

Panel Discussion      

"Maintaining Compliance in an Uncertain Regulatory Environment" 

Session topics include, but are not limited to:

  • Recent developments in securities law
  • What to expect in 2011
  • Dodd Frank in real life
    o Key regulations
    o How can companies prepare for compliance?
    o Key differences from SOX
    o Whistleblower rules:  special issues, alternative approaches

Moderator:
John Huber 
Senior Managing Director 
FTI Consulting

Panelists:
Paul Delva 
Senior Vice President, General Counsel and Corporate Secretary 
Fairchild Semiconductor International

Marc Gary 
Executive Vice President and General Counsel 
Fidelity Investments

Joe Looby
Senior Managing Director
FTI Consulting

Jerry Okarma 
VP, Secretary & General Counsel 
Johnson Controls, Inc.

Daniel Tyukody
Partner, Securities Litigation
Orrick Herrington & Sutcliffe, L.L.P.

10:45am – 11:25am

Panel Discussion       

"Best Practices in the Wake of Increased Anti-Corruption Enforcement" 

Session topics include, but are not limited to:

  • Current developments under FCPA and new foreign counterparts
  • Criticality of record keeping and retention
  • Special issues around electronically stored information (ESI)
  • Role of e-discovery in FCPA and corruption cases
  • Building ESI systems that will work across jurisdictions and adapt to regulatory changes when they come

Moderator:
Thomas Sabatino Jr.
Former Executive Vice President and General Counsel
United Airlines

Panelists:
Ernest Babcock
Vice President & Deputy General Counsel
General Dynamics Corp.

Bill Mariano Esq. 
Director Northeast Electronic Discovery 
Applied Discovery

Kevin McCarthy
Executive Vice President and Deputy General Counsel
BNY Mellon

William P. Olsen
Principal, Forensic Accounting and Investigation Services Practice Leader Advisory Services
Grant Thornton LLP

11:25am – 11:55am

Coffee Break        
           
11:55am – 12:00pm

Introducing Rick Cotton:

John Hicks
Director of Trial Consulting
DOAR Litigation Consulting

12:00pm – 12:30pm

"Intellectual Property Law in a Global Internet World"

Rick Cotton 
Executive Vice President & General Counsel
NBC Universal

Interviewed by:
Joseph W. Bauer 
Former Vice President and General Counsel 
The Lubrizol Corporation

12:35pm – 1:15pm

Panel Discussion

"Special Issues for the Legal Leader"

Session topics include, but are not limited to:

  • Technology transfer and licensing;  finding and retaining competence in "technology law"
  • The renewed importance of the in-house attorney client privilege
  • The legal officer's special role in ethics compliance and conflict of interest
  • E-discovery resources – internal and external - as strategic weapons

Moderator:
Jeffrey Seymour 
Principal, Analytic & Forensic Technology 
Deloitte Financial Advisory Services LLP

Panelists:
Scott Davis 
SVP & General Counsel 
Sun Life Financial U.S.

Sarah O'Connor
SVP, Strategic Development & Chief Legal Officer 
Arch Chemicals, Inc.

David Rowan
Chief Legal Officer
Cleveland Clinic

David Silverman
SVP, General Counsel
Global Tel*Link Corporation

1:15pm – 2:15pm

Lunch

2:15pm - 2:20pm

Introducing "Managing Litigation in this Economy: Doing More with Less":

Gene Killian
Partner
The Killian Firm

2:20pm – 3:00pm

Panel Discussion

"Managing Litigation in this Economy: Doing More with Less" 

Session topics include, but are not limited to:

  • Best practices and new approaches for efficient discovery
  • Coordinating inside and outside teams to maximize inside contribution
  • Staffing choices that make a difference

Moderator:
Joseph W. Bauer
Former Vice President and General Counsel 
The Lubrizol Corporation

Panelists:
Alex Arato
Vice President & Associate General Counsel
CA

Matthew Banks
Senior Vice President of Legal Services
Integreon

Greg Schuetz
Vice President & General Counsel
The Linde Group

Jonathan D. Shaman
Senior Director
First Advantage Litigation Consulting

3:05pm – 3:35pm

Thought Leadership Spotlight presented by DiscoverReady 

“Risk & Responsibility vs. Cost Control: Managing E-Discovery's Great Balancing Act” 

Marla Bergman 
Vice President Legal and Internal Audit
Goldman Sachs

Interviewed by:
Amy Hinzmann
VP, NY Marketplace Director
DiscoverReady

3:35pm – 4:05pm

Coffee Break

4:05 - 4:10pm

Introducing Peter Beshar:

Phil Livingston
CEO, LexisNexis Marketing and Business Solutions
LexisNexis

4:10pm – 4:40pm

"Speaking the Language of Business"

Peter Beshar
Executive Vice President and General Counsel
Marsh & McLennan Companies

Session Description:

What tools and metrics, familiar to business leaders, can General Counsels employ to gauge their Department's performance and garner broader support within the company?
 
To be sure, much of what in-house lawyers do cannot be neatly measured.  That said, business leaders have clear accountability for delivering financial results.  In that environment, General Counsels who embrace the langauge and metrics of the business world - dashboards, monthly financial reports, client surveys and benchmarking - stand a better chance of having their Department's work appreciated and their budgets approved. 

4:40pm – 4:45pm

Introducing Thomas Sabatino Jr.:

Shabbir Wakhariya
Partner
Kelley Drye & Warren

4:45pm – 5:15pm

"The CLO and the Transformational Transaction"

Thomas Sabatino Jr.
Former Executive Vice President and General Counsel
United Airlines

Session topics include, but are not limited to:

  • The CLO’s role with the board and the rest of management
  • Getting to a deal agreement – what really matters
  • Keeping focused between signing and closing
  • Integration planning and execution
  • After the champagne

5:15pm – 5:20pm

Conference Chairperson Closing Remarks

Neal Hochberg
Senior Managing Director and Global Leader, Forensic and Litigation Consulting Segment
FTI Consulting

5:20pm – 6:20pm

Closing Reception        

Registration is closed for this event

Date: Wednesday, March 9, 2011

Time: 8:00am – 6:20pm

Location: New York, NY
*Event location will be disclosed to attendees upon completion of the registration process.

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