2017 Chief Legal Officer Leadership Forum
Why You Should Attend!#ArgyleCLO
Argyle Executive Forum is bringing together leading senior legal executives for our annual Chief Legal Officer Forum in Washington D.C. Throughout a full day of thought leadership content and networking, we will focus on the most pressing issues that legal executives are facing in 2017, with an agenda geared specifically towards General Counsels, Chief Legal Officers, Chief Compliance Officers, as well as Deputy GCs, Assistant GCs, Corporate Secretaries, and VPs of Compliance, Legal, Ethics, and M&A in a leadership role. Topics will include:
- How economic, geopolitical, and regulatory changes are impacting the global business landscape in 2017, particularly with regards to regulation and compliance
- Effectively identifying and communicating top areas of risk to the management team
- Understanding how the GC’s role will continue to evolve with regards to global data privacy management and the modern security environment
- Driving effectiveness and efficiency as a modern in-house lawyer
- Predictions on the M&A landscape and how leading GCs are driving strategic alliances and divestitures
- How to build and maintain an effective ethics program
- Best practices in recruiting and leading a high performing legal team
Our keynote presentations, fireside chats, panel sessions, and networking breaks will enable candid discussions with your peers focused on these topics and more. Speakers at our 2016 Washington D.C. Forum included Leslie Thornton, SVP, GC & Corporate Secretary at WGL Holdings; Sam Eberts, CLO, Corporate Secretary & SVP of Corporate Affairs at Laboratory Corporation of America Holdings;
Brian Edge, Chief Compliance & Ethics Officer at Washington Gas; Brian Ellis, SVP & GC at Danaher Corporation; Brian Brooks, EVP, Corporate Secretary & GC at Federal National Mortgage Association; and more.
We look forward to bringing together another fantastic faculty in 2017, and to hosting you alongside our community of Fortune 500 legal leaders hailing from the nation’s capital and beyond!
This event will feature insights from top executives, including:
If you'd like to recommend a speaker, please email Diana Caldera at email@example.com.
Engility Holdings View Bio »
Jon Brooks is Vice President, Deputy General Counsel and Corporate Compliance Officer of Engility Holdings, Inc. (NYSE: EGL). Engility is a leading provider of high end technical services to the U.S. government, with over 9,000 employees operating in nearly 50 countries. Jon joined Engility in May 2012 shortly before the company’s spin-off as an independent public company, and his current responsibilities include M&A, SEC reporting, corporate governance, enterprise strategy and global compliance. As Engility’s Compliance Officer, Jon has directed Engility’s compliance activities in some of the most challenging frontier economies, including Afghanistan, Pakistan, Somalia and Iraq. Jon also has an operational role as Director of Forfeiture Support Associates, a joint venture between Engility and AECOM.
Intelligize View Bio »
Phil Brown is Intelligize’s Chief Strategy Officer. Brown has worked with Intelligize since 2010 as a strategic advisor. As the Chief Strategy Officer, Brown is responsible for all aspects of product strategy, quality, and management across the company’s product suite. He brings an extensive knowledge of SEC filings, processes and regulatory framework to Intelligize.
A pioneer in the development of electronic document retrieval, he provides Intelligize with strategic guidance on product development and further enhances the Company’s customer focus. Brown is the former CEO and co-founder of Global Securities Information (GSI). Under his leadership, GSI introduced Livedgar which became the leading SEC research platform in the marketplace. GSI was acquired by Thomson Reuters in July of 2005.
Phil has over 20 years of experience in the legal and business information industry and has written two books on SEC Research. Brown holds a BS in Business Administration from Old Dominion University. He has won numerous awards for entrepreneurship and product innovation.
Marriott View Bio »
Theresa Coetzee is Vice President and Assistant General Counsel - Dispute Resolution at Marriott International, Inc. where she represents Marriott and it global subsidiaries in an ever-changing variety of contexts - including international arbitration, commercial litigation, administrative proceedings and government investigations. In this position she also teams with her business partners to review corporate transactions, programs, contracts and other activities, to analyze risk and to provide strategic advice. Additionally, with the Senior Director of the law department's technology and records management teams reporting to her, Theresa oversees the department's global technology and records management initiatives.
Prior to joining Marriott Theresa served as Assistant General Counsel for Litigation at Verizon Business. Her role at Verizon Business evolved from Verizon’s acquisition of MCI, Inc. in 2005.
Before beginning her in-house service, Theresa developed her skills in private practice, including at the law firm of Collier Shannon Scott, PLLC (now Kelley Drye & Warren), in Washington, D.C.
Theresa has been an Adjunct Professor of Legal Research and Writing at George Washington University Law School and is a former Co-Chair of the Litigation Steering Committee of the District of Columbia Bar. She is frequent speaker at industry events and served on the faculty of the ACC Annual Meeting in 2014. Theresa graduated from Colgate University and from the University of Denver, College of Law.
Laboratory Corporation of America Holdings View Bio »
Sam is the Chief Legal Officer, Corporate Secretary and Senior Vice President of Corporate Affairs for Laboratory Corporation of America® Holdings (NYSE: LH). LabCorp is a leading life sciences company delivering world-class diagnostic solutions and bringing innovative medicines to change the way care is provided. Sam leads the company’s Global Corporate Affairs group, with enterprise-wide responsibility for the Legal, Compliance, Risk Management, Government Relations, Corporate Communications, Community Affairs, Privacy and Security functions.
Sam serves on the Board and Investment Committee for MedCap Growth Equity Funds in Boston and is a principal with Daerter Group, a private equity firm in New York. He also serves on the Council for Entrepreneurial Development working with entrepreneurs to provide practical, day-to-day professional advice and coaching. Sam was appointed to the Health Care Policy Leadership Council at Harvard University’s Kennedy School. Sam serves on the Wilson Council for the Woodrow Wilson Center for International Scholars in Washington, D.C., and the Advisory Board for the World Policy Institute in New York, a non-partisan think tank for global policy analysis. Sam serves as Chairman of Easter Seals/UCP of North Carolina and Virginia and serves on the board of the Alamance Community College Foundation. He is a frequent speaker on healthcare reform, leadership and the legal profession and has served as a guest lecturer at Harvard University’s Kennedy School of Government, Duke University School of Law, Baylor University School of Medicine, the Carlson School of Management at the University of Minnesota and Wake Forest University School of Law. A graduate of Loyola University of Chicago and the Boston University School of Law, Sam has also served as an Adjunct Associate Professor at the University of Texas School of Public Health, Division of Management, Policy and Community Health.
Sodexo View Bio »
Eugenia M. Hernandez is Vice President and Assistant General Counsel for Ethics, Compliance and Privacy at Sodexo, Inc. She is responsible for overseeing Sodexo’s ethics and compliance program in the United States and Canada. Eugenia also assists the international legal and human resource team with ethics and compliance. In addition, she manages the day-to-day operations for the privacy and information protection program. She is responsible for privacy in the region and teams with the Group Data Privacy Counsel on the execution of privacy initiatives. In the past, Eugenia also has focused on advising business operations worldwide, including in Brazil, Panama, Mexico, South Africa, Portugal, Spain, Poland, Ukraine, Kazakhstan, China, Korea, and Japan. Her extensive experience working with global teams positions her to give sound legal advice with a practical business approach and cost effective management of local counsel. Her focus areas include commercial agreements, corporate governance, enterprise risk management, international human resource and employment law, internet security, data privacy, anti-corruption, mergers and acquisition, ethics and compliance. Eugenia was previously Vice President, General Counsel and Corporate Secretary at Daymon Worldwide, Inc., a leader in sales generation for retailers and suppliers with operations in over 30 countries and 30k employees. Eugenia was also Assistant General Counsel at Pitney Bowes, a global technology publicly traded company with world-wide operations. Eugenia earned her law degree from the University of Iowa College of Law, and her undergraduate degree in History and Spanish from Oberlin College.
Washington Nationals View Bio »
The 2017 Major League Baseball season marks Amy Minniti’s tenth season with the Washington Nationals Baseball Club. In her role as Vice President, Deputy General Counsel, she is responsible for drafting and negotiating contracts, counseling executives on an array of legal issues, and managing claims and disputes. Amy is a member of the steering committee of the Arts, Entertainment, Media & Sports Section of the District of Columbia Bar, where she serves as co-chair of the Sports law committee. Prior joining the Nationals, she was an associate in the Philadelphia office of Reed Smith, LLP, where she practiced in the commercial litigation group. She began her career in sports when she spent two years working for the General Counsel of the Pittsburgh Pirates while in law school. During her spare time, Amy enjoys teaching. She is an adjunct professor at The George Washington University School of Law where she teaches a sports contract drafting class and at Georgetown University in its Sports Industry Management graduate program where she has taught ethics and leadership courses. She is also serves on the executive leadership committee of the American Heart Association’s “Lawyers Have Heart” annual running race. Amy received her J.D. and a Masters of Public & International Affairs from the University of Pittsburgh, and her B.A. from Colgate University.
AOL View Bio »
Joanne M. Kelly is Vice President & Chief Counsel at Oath Inc. (formerly AOL Inc.). During her career at Oath, she has provided transactional support, product review and general counseling for a wide variety of AOL's brands and business units, including Search, Membership and Subscriptions, AOL Mail, Messaging, Huffington Post International, and AOL Japan, as well as serving as the primary counsel for Oath Foundation (formerly AOL Charitable Foundation). Prior to joining AOL in 2000, Joanne worked as an associate at McKenna & Cuneo, LLP (now part of Dentons), where her practice focused on tax-exempt organizations. In addition to her position at Oath, Joanne serves as a director and Corporate Secretary for Decatur Foundry, Inc., a family-owned iron foundry in Illinois. She also sings with The Washington Chorus and tries to keep up with her husband, two teenagers and two dogs.
Merck View Bio »
Speaker bio coming soon...
AES Corporation View Bio »
Speaker bio coming soon...
CARFAX, Inc. View Bio »
Julie Ortmeier is the Vice President, General Counsel and Secretary of Carfax, Inc. and has responsibility for overseeing all of Carfax’s legal matters as well as the legal matters of London, Ontario‑based CarProof Corporation, an affiliated company since December 2015. Julie joined Carfax in July 2008 as Associate General Counsel and became Deputy General Counsel in January 2012 before assuming her current role in August 2013. Prior to joining Carfax, Julie was with the American Red Cross from 2001 to 2008 as Senior Counsel, also serving as Corporate Secretary for the Board of Governors Finance Committee and managing counsel to Pathogen Removal and Diagnostic Technologies Inc., a for profit biotechnology joint venture undertaken by the American Red Cross in partnership with a Montreal-based company. From 2000 to 2001, Julie was Associate General Counsel at Enermetrix.com, Inc., a company based in Boston, Massachusetts and one of the earliest entrants to the e‑commerce marketplace for the energy space. Julie began her legal career in September 1998 in the Richmond, Virginia office of McGuireWoods until leaving in 2000 to join McGuireWoods’ client Enermetrix.com, Inc. Julie holds a Bachelor of Arts degree in Political Science, Business and English from the University of Nebraska – Lincoln and worked as a budget analyst in the U.S. Department of Education, Office of the Under Secretary, and a budget examiner in the Executive Office of the President, Office of Management and Budget, before attending Vanderbilt University Law School from which she graduated in 1998. Julie is currently a member of the Vanderbilt Law School Board of Advisors and the Executive Leadership Committee for Lawyers Have Heart, benefitting the American Heart Association.
iDiscovery Solutions View Bio »
Mr. Mr. Charlie Platt, a Director with iDiscovery Solutions (iDS) in Washington DC, has over 25 years’ experience consulting with corporations and clients on data systems and analytics, digital forensics, cybersecurity and incident response, information systems development, infrastructure planning, database design, eDiscovery, software development, and project management. He has consulted on projects ranging from large-scale forensics investigations to highly complex intellectual property and systems analysis cases in the legal and eDiscovery industries. In addition, Mr. Platt has developed applications and managed projects for a variety of Fortune 50 corporations and large government clients and has managed comprehensive, multifaceted collections, both in the U.S. and internationally.
Mr. Platt is a Certified Ethical Hacker (CEH), Certified Information Systems Security Professional (CISSP), an EnCase Certified Examiner (EnCE), a Microsoft Certified DBA (MCDBA), and holds certifications in C/C++, Infrastructure and Networking. He has an M.S. in Management of Secure Information Systems and a B.S. in Computer Information Systems. Prior to iDS, he was the owner and founder of Bitscope Consulting, a Managing Consultant at LECG and manager of the DC Forensics Lab, and a Sr. Consultant at FTI.
QuisLex View Bio »
Mr. Joseph Polizzotto has been Senior Vice President of Strategy and Client Services at QuisLex since September 2016. Prior to joining QuisLex, Mr. Polizzotto served as General Counsel of Americas at Deutsche Bank and previously, General Counsel of Lehman Brothers. He began his legal career as a Litigation Associate at Cadwalader Wickersham. Mr. Polizzotto has appeared before the United States Supreme Court, testified on behalf of the financial services industry before the Senate Banking Committee, and is a frequent speaker at conferences relating to issues affecting in-house legal departments. Mr. Polizzotto's many professional distinctions include the Alfred J. Rauschman Award in 2015 from the Securities Industry and Financial Markets Association (SIFMA) for contributions to the Compliance and Legal Community and a distinguished career in the Financial Services Industry. He was also a recipient of the Visionary of Justice Award in 2012 from the New York Legal Assistance Group. Mr. Polizzotto received his J.D. from the New York University School of Law, Cum Laude and a B.A. in history, Cum Laude from Columbia College.
NASA View Bio »
Sumara M. Thompson-King is the General Counsel at NASA. Ms. Thompson-King provides legal advice and counsel to NASA’s Administrator and senior management on a range of legal matters and leads the agency's legal team at Headquarters and its field Centers. Prior to her appointment as General Counsel, she served as the Deputy General Counsel. In that role, she was responsible for oversight of substantive legal advice and assistance provided by NASA’s Associate General Counsels to the Centers through effective collaboration with each Center’s Chief Counsel. She also served as the agency’s Suspension and Debarment Official.
Ms. Thompson-King began her NASA career in 1986, when she joined the Office of Chief Counsel at NASA's Goddard Space Flight Center in Greenbelt, Maryland. At Goddard, she provided advice on federal acquisitions, tort claims, personnel actions and Freedom of Information Act requests. In 1991, Ms. Thompson-King moved to NASA Headquarters to become a Senior Attorney responsible for litigating protests before the General Services Administration Board of Contract Appeals, and in 1995 she became the Deputy Associate General Counsel (Contracts). Before joining NASA, Ms. Thompson-King was an attorney at the Architectural and Transportation Barriers Compliance Board, Washington, DC, where she enforced Federal accessibility laws and regulations.
Ms. Thompson-King was awarded NASA's Exceptional Achievement Medal in recognition of her litigation accomplishments. She is the recipient of several NASA Group Achievement Awards for her performance in the implementation of innovative projects. Both the Office of Government Ethics and the National Oceanic and Atmospheric Administration recognized her contributions to their respective ethics and satellite programs. In 2002, she received a Director’s Commendation for her dedicated service to NASA’s Marshall Space Flight Center in Huntsville, Alabama. Also, Ms. Thompson-King is a frequent panelist and lecturer on government contract issues.
Ms. Thompson-King received an A.B. in Government from Smith College in Northampton, Massachusetts, and she earned a J.D. from Georgetown University Law Center in Washington, DC. Ms. Thompson-King is a member of the Pennsylvania Bar.
WGL Holdings View Bio »
LESLIE T. THORNTON is the Senior Vice President, General Counsel & Corporate Secretary of WGL Holdings, Inc. (“WGL”) and Washington Gas Light Company, having joined that company as Counsel to the Chairman in November 2011. Ms. Thornton is responsible for developing, coordinating, and providing legal advice and counsel to WGL and its subsidiaries on litigation, regulatory affairs, business transactions, mergers and acquisitions, employment and labor law, employee benefits issues, ethics, compliance, cyber-threats/cyber-security, and other matters. Ms. Thornton also serves on WGL's Strategy Council, Risk Management Committee, Compliance Committee, and the SOX Management Committee.
Prior to joining the company, Ms. Thornton was a partner at Dickstein Shapiro and also Patton Boggs. Beginning with the Presidential Transition of 1992 and until 2000, Ms. Thornton worked with the U.S. Secretary of Education, first as Deputy Chief of Staff and Counselor, and then as Chief of Staff at the U.S. Department of Education (“ED”). During her tenure at ED, she advised the Secretary on all ED matters; served as the liaison between the Secretary and the White House on policy, political, ethics, and personnel matters. In 1996, Ms. Thornton was selected to be on Mr. Clinton’s presidential debate team. Since 2005, Ms. Thornton has been a member of the board of Career Education Corporation, a publicly traded company, where she has chaired the Compliance Committee and has been a member of the Nominating & Governance Committee for nine years. Currently, Ms. Thornton remains chair of the Compliance Committee and now serves on the Audit Committee. She served as Lead Independent Director from 2011-2013. In June of 2015, Ms. Thornton was honored as a NACD Board Leadership Fellow. Ms. Thornton holds a Bachelor of Arts degree from the University of Pennsylvania, a Juris Doctor from Georgetown University Law Center, and expects to complete this May 2016 her LL.M. in National Security Law at Georgetown Law. Ms. Thornton is a frequently requested speaker on various issues related to board service, the GC function, and cyber security, diversity, among other topics. Her opinion pieces have been widely published.
8:30am – 9:30am Breakfast
9:35am – 9:40am Argyle Executive Forum Opening Remarks
9:40am – 10:35pm Panel Discussion: “Driving Efficiency during Litigation”
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Session topics include, but are not limited to:
- Challenges faced in litigation over the years
- Leveraging data and e-discovery in litigation and investigations
- Lessons learned in managing data
- Responding effectively to ethical issues
- Managing costs during litigation
Vice President and Assistant General Counsel, Dispute Resolution
Chief Legal Officer, Corporate Secretary & SVP of Corporate Affairs
Laboratory Corporation of America Holdings
Vice President, General Counsel & Secretary
Senior Vice President, General Counsel & Corporate Secretary
10:35am – 11:10am Networking Break
11:10am – 11:15am Session Introduction featuring Intelligize
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Chief Strategy Officer
11:15am – 12:10pm Panel Discussion: “The New GC: Adding Value as a Strategic Advisor”
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Session topics include, but are not limited to:
- Driving effectiveness and efficiency as a modern in-house lawyer
- Best practices around assembling and leading a high performing legal team
- Identifying top areas of risk to the management team
- Developing a collaborative relationship across the C-Suite
- Building and maintaining an effective ethics program
- Adding value to the organization in regulation and compliance
Deputy GC and CCO
Vice President and Assistant General Counsel, Ethics Compliance and Privacy
Amy Inlander Minniti
Vice President, Deputy General Counsel
Executive Vice President, General Counsel and Corporate Secretary
Senior Vice President, Strategy and Client Services
12:10pm – 1:10pm Lunch
1:10pm – 1:50pm Keynote Presentation featuring Merck
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Vice President, Office of Ethics
1:50pm – 2:15pm Networking Break
2:15pm – 3:00pm Fireside Chat featuring NASA and Oath Inc.
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3:00pm – 3:05pm Argyle Executive Forum Closing Remarks
3:05pm – 4:05pm Closing Reception
What will be discussed? Explore legal hot topics and challenge areas such as:
The GC’s growing strategic role
Explore the evolving role of the GC and specifically how legal professionals are critical in planning the strategic growth and direction of the company. Learn about:
- Preparing for the new era of regulatory change
- Utilizing technological advancements
- Managing risk exposure to the org
- Maximizing the value of the legal team
The modern legal landscape
Examine the key regulatory trends GCs are facing, and how they are forced to adapt to a constantly changing landscape as a result. Get tips on:
- Identifying compliance red flags
- Maintaining compliance with FCPA
- Effectively managing a legal department across borders
- Making predictions for the future
The GC and M&A
Discuss best practices and lessons learned with regards to due diligence in evaluating and negotiating good and bad M&A opportunities. Learn how top CLOs are:
- Protecting corporate reputation during growth
- Planning ahead for an acquisition
- Innovating within M&A
- Enabling growth despite reduced liquidity
Driving efficiency during litigation
Review the biggest initial challenges that GCs face at the start of a litigation case, and how these challenges have evolved over the last 5 years. Gain insight on:
- Leveraging e-discovery to manage budget
- Collaborating to mitigate ethical concerns
- Responding effectively to ethical issues
- Managing costs during litigation
Technology and the GC
Hear how successful CLOs are navigating the new digital landscape and dealing with the subsequent data and security issues that have emerged because of this shift. Hear how GCs are partnering with IT teams to:
- Managing data to meet objectives
- Addressing the proliferation of data
- Evaluating weak areas of e-discovery
- Protecting from cyber security issues
Still have questions? We have answers.
I want to attend, but what if I'm unsure of my schedule and need to cancel my participation?
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well as access to
printing. Have a morning meeting you can't miss?
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event was designed for busy executives - we get
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Events are more fun with friends, and we'd be happy to host your team. You can have them register online, or send us their names, titles and email addresses and we will take care of it for you!
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I have not only been able to hear industry leaders discuss top of mind issues but also make valuable connections with peers through their various networking opportunities.
A VP & General Counsel at Rent-A-Center Services on Argyle CLO Forums.
The opportunity to network with, and learn from, professional colleagues in an extraordinarily collegial setting is invaluable.
A VP & General Counsel at General Electric on access to networking at Argyle CLO forums.
The Argyle events are very well organized, carefully thought out and attracts not only some terrific speakers but also a great set of participants.
An EVP, General Counsel at Walgreens on the Argyle community.
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