corporate responsibility

1 Day Meeting

2015 Chief Legal Officer Leadership Forum

Feb 19, 2015

Overview

As the economy emerges from recession, the general counsel’s office continues to grapple with how to reduce and control both risk and cost. Issues around corporate governance, government investigations, and alternative fee structures are taking center stage. How are leading general counsels addressing these issues and the growing prominence of legal executives in the C-suite? These topics amongst others will all be featured at Argyle Executive Forum’s 2015 Chief Legal Officer Leadership Forum (New York).

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Who Should Attend

Speakers

If you'd like to recommend a speaker, please email speakerinquiry@argyleforum.com

Stephen Broer

Stephen Broer

Assistant Vice President, Senior Counsel, Law Department

The Guardian Life Insurance Company of America

Eric Cohen

Eric Cohen

Senior Vice President, General Counsel & Secretary

Terex

Kate Cronin

Kate Cronin

Assistant General Counsel, Technology Law Group

Citigroup

Jay Diamond

Jay Diamond

SVP, Chief Counsel, Corporate & M&A

CA Technologies

Phil Favro

Phil Favro

Sr. eDiscovery Counsel

Recommind

Kevin Feeney

Kevin Feeney

Vice President & General Counsel

AIR LIQUIDE

Patrick Fuller

Patrick Fuller

Director of Corporate Solutions & Analytics

ELM Solutions

Tom Graber

Tom Graber

Vice President, Deputy General Counsel, Chief Litigation Counsel

CoreLogic

Richard Harper

Richard Harper

Partner

Baker Botts

Carrie Hightman

Carrie Hightman

Executive Vice President and Chief Legal Officer

NiSource

Dawson Horn

Dawson Horn

Associate General Counsel, Vice President & Deputy Director of eDiscovery

AIG

Charles Kallenbach

Charles Kallenbach

Chief Legal Officer & General Counsel

Heartland Payment Systems

Aaron Katzel

Aaron Katzel

Head of AIG Legal Operations Center

AIG

Eugene Killian

Eugene Killian

Founder

The Killian Firm

David Klein

David Klein

Vice President, Legal Services

Quislex

James Lovett

James Lovett

Corporate Senior Vice President, General Counsel and Secretary

Covance

Martin Mendelssohn

Martin Mendelssohn

Partner

CMS UK

Debora Motyka Jones

Debora Motyka Jones

Director of Product Strategy & Counsel

Lighthouse eDiscovery

Catherine Muldoon

Catherine Muldoon

Chief Legal Officer

BDP International

Jason Parkman

Jason Parkman

CEO

Mitratech

Bjarne Philip Tellmann

Bjarne Philip Tellmann

Senior Vice President and General Counsel

Pearson

David Ralls

David Ralls

Associate General Counsel - Procurement, Data Privacy & Social Media

XL Group plc

Mark Roellig

Mark Roellig

Executive Vice President & General Counsel

MassMutual

Jason Smith

Jason Smith

Senior Director and Legal Counsel

Apttus

Roman Streitberger

Roman Streitberger

Assistant General Counsel, Technology and Operations

Honeywell

Vandana Venkatesh

Vandana Venkatesh

VP & Deputy General Counsel

Verizon

Phillip Yang

Phillip Yang

Vice President & Corporate Counsel - Chief Digital Attorney

Prudential

Agenda

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7:45am - 8:45am
Breakfast
8:45am - 8:50am
Argyle Executive Forum Opening Remarks
8:50am - 8:55am
Introducing James Lovett:
Eugene KillianFounderThe Killian Firm 
8:55am - 9:30am
"The Role of the General Counsel in the Boardroom"
James LovettCorporate Senior Vice President, General Counsel and SecretaryCovance 
9:35am - 9:55am
Thought Leadership Spotlight Presented by Mitratech
"More Than Just a Cost Center: Legal Operations as Key in Creating Competitive Advantage"Too often, legal departments fail to recognize the value that a strong operations function can create both within the legal department and with external and internal partners. Even in small legal departments, the lack of strong processes can lead to inefficient workflows, under-adopted and expensive technologies, limited ability to manage change, and higher business risk.  Even beyond mitigating risks, however, a strong legal operations function can actually create a competitive advantage that drives revenue for the entire enterprise.Join Mitratech CEO Jason Parkman as he discusses how legal departments can leverage a strong operations function to become a driver of business value.Jason ParkmanCEOMitratech 
9:55am - 10:20am
Coffee Break
10:20am - 11:10am
Panel Discussion
“Legal Challenges Following an M&A Transaction”

Session topics include, but are not limited to:

  • Key issues around structuring the due diligence process to simplify integration
  • How are you integrating businesses from a compliance perspective?
  • What are some best practices for harmonizing contracting practices post-acquisition?
  • Integrating and rationalizing contracts post-closing
  • Forum Selection Clauses in Corporate Bylaws
  • Non-reliance and merger provisions.
  • Complexities around earn-out provisions
  • Who owns the attorney-client privilege post-acquisition?
  • Establishing a common interest privilege understanding during negotiations, when will a court recognize it?
Moderator:Jay DiamondSVP, Chief Counsel, Corporate & M&ACA TechnologiesPanelists:Ricardo AnzalduaExecutive Vice President, General CounselMetLifeKevin FeeneyVice President & General CounselAir Liquide Richard HarperPartnerBaker Botts David KleinVice President, Legal ServicesQuislex Catherine MuldoonChief Legal OfficerBDP International 
11:15am - 11:35am
Thought Leadership Spotlight Presented by CMS
“Doing the same things differently in M&A deals in Europe”Session topics include but not limited to:
  • The deal culture
  • Whatever happened to MAC clauses?
  • The increasing role of Warranty & Indemnity insurance
  • The knowledge game
  • Baskets, caps and limitations
Martin MendelssohnPartnerCMS UK 
11:35am - 11:55am
Coffee Break
11:55am-12:45pm
Panel Discussion
“Leveraging Analytics to Gain The Competitive Advantage”Session topics include, but are not limited to: 
  • How has access to today’s unprecedented information and data transformed your role?
  • Maximizing and aligning the value of the legal department with the overall goals of the company
  • Establishing metrics and performance standards to analyze the success and contribution of the legal department and influence future performance
  • Using analytics as a strategic asset to the legal function
  • How are you extracting value from data to make informed business decisions?
Moderator:Vandana VenkateshVP & Deputy General CounselVerizonPanelists:Stephen BroerAssistant Vice President, Senior Counsel, Law DepartmentThe Guardian Life Insurance Company of AmericaPatrick FullerDirector of Corporate Solutions & AnalyticsELM SolutionsTom GraberVice President, Deputy General Counsel, Chief Litigation CounselCoreLogicAaron KatzelHead of AIG Legal Operations CenterAIG
12:45pm - 1:45pm
Lunch
1:45pm - 2:05pm
Thought Leadership Spotlight Presented by Apttus
“Contracts: From Administrative Task to Strategic Asset”“Contract Management” is more than just the management of documents filled with legalese, some terms and conditions and a few signatures.  Sure, taken individually, each contract can be viewed as just that, a collection of the rights and obligations of each party for a specific project or timeframe.  But collectively, a company’s contract portfolio provides the roadmap for a strategic vision of the enterprise.   This session will give you a quick glimpse into some ways your company can convert your contract management processes from a necessary administrative evil into a strategic asset.Jason SmithSenior Director and Legal CounselApttus
2:10
pm - 3:00pm

Panel Discussion

“Legal Implications of New Technology, Discovery & Litigation”

Session topics include, but are not limited to:

  • Best practices for protecting company’s data and managing the cloud
  • Handling BYOD and developing comparable policies for employees
  • Looking at the risks of these new technologies and the speed that information travels today for a company
  • How is legal coordinating and sharing important data and information across the organization?
  • Developing an effective information governance strategy. How are you working with compliance and IT to get a proactive handle on data?
  • Creating ways to manage litigation in a timely cost effective manner with sound process
  • Realizing parts of your eDiscovery process that could be at risk or attacked during trial
Moderator:Kate CroninAssistant General Counsel, Technology Law GroupCitigroupPanelists:Debora Motyka JonesDirector of Product Strategy & CounselLighthouse eDiscoveryDavid RallsAssociate General Counsel - Procurement, Data Privacy & Social MediaXL Group plcRoman StreitbergerAssistant General Counsel, Technology and OperationsHoneywell InternationalPhillip YangVice President & Corporate Counsel - Chief Digital AttorneyPrudential
3:05pm - 3:55pm
Panel Discussion
“Doing More with Less: Creating and managing an effective legal department”

Session topics include, but are not limited to:

  • Where is the legal department budget being spent and what are some best practices for managing cost? How are you creating ways to be more efficient?
  • How has e-discovery changed the way in which General Counsel manages budget and stays on top of legal expenses? What are some common trends?
  • How are you integrating technology advances in e-discovery?
  • Best practices and lessons learned when building your team
  • Leveraging technology to benefit your team and the process
  • How are you managing the front end of the e-discovery process to better target relevant data?
Moderator:Bjarne Philip TellmannSenior Vice President and General CounselPearsonPanelists:Eric CohenSenior Vice President, General Counsel & SecretaryTerexPhil FavroSr. eDiscovery CounselRecommindCarrie HightmanExecutive Vice President and Chief Legal OfficerNiSourceCharles KallenbachChief Legal Officer & General CounselHeartland Payment Systems
3:55pm - 4:10pm
Coffee Break
4:10pm - 4:45pm
Fireside Chat
Mark RoelligExecutive Vice President & General CounselMassMutualInterviewed by:Dawson HornVice President and Associate General CounselAIG
4:45pm - 4:50pm
Argyle Executive Forum Closing Remarks
4:50pm - 5:50pm
Closing Reception

Sponsors

This event will feature insights from top executives, including

  • Thought Leadership Spotlight Partner

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  • Panel Partner

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  • Session Introduction Partner

  • Senior Supporter Partner

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