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Wednesday, May 21
1:30 – 3:00 p.m.
Counsel Track
101 Ethics Immersion - Part I
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In-house practice raises ethical issues and real-life dilemmas every day that are different from the concerns you may have encountered representing corporate clients in another industry or as an outside counsel. This program will start with the basics: identifying “the client” when you’re not sure who’s actually personifying the company’s interests or acting with proper authority; we’ll then move to a discussion of some of the daily professional challenges of working with employees you counsel, but don’t have a formal client relationship with, and give you a heads up on top hot topics such as privilege protection, conflicts, problems that arise due to increased lawyer “mobility,” and more.
This program also will help you glean the practical know-how necessary to navigate the tricky path of responding to an allegation of wrongdoing which could call into question not only your advice, but your potential liability or fiduciary responsibility for compliance failures or violations “on your watch.”
Paralegal Track I
1001 Negotiating Skills for Paralegals
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This interactive workshop is designed to teach the practice and principles of effective negotiation. It will emphasize both communication skills and the ability to think analytically about various aspects of the negotiating process – including planning and preparing for negotiations, identifying and sampling individual negotiating styles and the impact of ethical and practical questions. Topics relevant to you – including salary negotiations, vendor interactions, and the attorney-paralegal relationship (negotiating project details, deadlines, management issues). We will also examine the influence of gender, attitude, and culture on conflict. Don’t miss this fantastic opportunity to gain the skills necessary to be a first-rate negotiator in your personal and professional life!
Paralegal Track II
1002 Staying Focused: Motivation and Professional Development for the In-House Paralegal
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Taking advantage of career enhancement and professional development opportunities can be critical to lasting success at work. Across all fields and at all levels of the work force, finding motivational purpose and greater skill training can translate into heightened job satisfaction. The in-house paralegal profession is no exception. Come discover dynamic opportunities to increase your level of on-the-job learning and professional development, gain a deeper understanding of a legal specialty area, obtain additional formal training, or take steps toward an advanced degree at a seminar tailor-made for you.
3:30-5:00 p.m.
Counsel Track
201 Ethics Immersion - Part II
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Continuation of earlier session
Paralegal Track I
2001 Records Retention
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Learn the what, when, who and how of records retention in litigation and non-litigation settings. The discussion will center on when a records hold order should be issued; what the hold order contain, how it should be implemented, and processes to make sure that the hold order is being complied with throughout an organization. The panel will discuss real-life scenarios and provide insight into the dangers of not having a records retention program.
Paralegal Track II
2002 Leveraging Networks
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Who you know is as important as what you know. This seminar will focus on how you can use both factors to influence your legal department environment in a positive way. Successful mastering of this skill will enhance your career and facilitate your relationships with legal department colleagues, and the department’s clients. This is a highly interactive workshop and you will emerge from it with a simple method for mapping contacts and developing a plan to leverage your network.
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Thursday, May 22
8:30-10:00 a.m.
Counsel Track I
301 Finance Immersion – Part I
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The genesis of the vast majority of corporate scandals erupting over the last decade has been financial bad behavior. Thus, it behooves in-house counsel to understand the basic how, what, when, where, and why of financial statements, balance sheets, and accounting principles. Otherwise even in the best-case scenario in-house counsel might find himself/herself fiddling while Rome burns, or worse, active or passive participants in financial mismanagement. The good news is that you don’t have to become an accountant to understand these concepts, but you do have to educate yourself. Financial Immersion will do just that. This knowledge will make you a better partner to your clients and a more informed guardian of the corporation’s reputation.
Counsel Track II
302 Negotiating Skills for Lawyers
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Negotiation skills are critical in a multitude of personal and professional relationships, and many lawyers – both young and old – lack the necessary skills to achieve the desired outcome while creating synergy and fostering good, long-term relationships. Whether you are looking to brush up on your individual skills or overhaul your negotiation tactics, this session will help you succeed. It will offer strategies to best obtain value and profitability in your negotiations, identify and neutralize difficult negotiators and their tactics, tailor your negotiation style to suit different settings, examine practical ethical issues lawyers face in negotiation, and recognize and address common pitfalls and problems typically encountered in negotiations. Don’t miss this incredible opportunity to optimize your negotiating skills!
Paralegal Track
3001 Effective Communication Skills
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A quick Internet search reveals that there are several paralegal organizations and places where you can earn a certificate or degree. If you want to be one, you can. But, where do you acquire good writing skills? How do you copyedit something a lawyer has written without straining the relationship? Who teaches those “soft skills” or tips on improving “emotional intelligence”? Lawyers live by lists, so consequently, do you? Find out 20 ways to improve your communication skills with your boss and your organization.
10:30 a.m. – 12:00 pm
Counsel Track I
401 Financial Immersion - Part II
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Continuation from morning session
Counsel Track II
402 The Complexities of Employment
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The employment relationship is a complex and knotty area of the law with a rapidly changing backdrop. With such a dizzying array of employee rights and workplace laws applicable to employers, do you have the necessary tools to protect your company from liability? Learn effective methods to manage employee leave, wage and hour compliance, practical considerations for pre-employment screening and employment verification, useful strategies in drafting employment manuals and non-competition agreements, and the legal implications of employee benefits and other human resources matters.
Paralegal Track
4001 Document Collection
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This interactive panel discussion will provide insight in how to plan, prepare, coordinate, and implement a document collection no matter the size or scope. The program will cover how to collect and process hard copy information, electronically stored information, and other types of data. It will also cover what paralegals need to consider in order to process and get the information their team needs from the data set after the document collection is complete. The paralegal is the front line of defense when finding, collecting, and processing documents. This panel will provide insight for the new paralegal to the senior paralegal when confronted with having to collect documents in litigation and non-litigation settings.
1:30-3:00 p.m.
Counsel Track I
501 Leadership - Part I
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To successfully respond to the legal, business, and ethical demands place on in-house counsel today you need to be a leader. But leaders are not born, they are made. The first step to taking on this role is to know and understand yourself.
Participants in this Immersion course will take a brief web-based self-assessment known as the FIRO-B®. This tool, used for more than 40 years to understand how personal preferences can effect and shape interactions at work, will move you towards this important self-understanding. Lest you think that such an undertaking is too "touchy feely" to be useful, know that this seminar will be highly interactive, with the emphasis on real-world application of the data to the unique leadership challenges and opportunities of in-house attorneys.
Counsel Track II
502 Understanding Intellectual Property
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As intellectual property becomes increasingly important to a company’s overall business strategy and performance, it is essential to understand the legal approaches to establishing a sophisticated IP regime through the efficient use of limited resources. This session will discuss a variety of IP legal issues that your company is likely to face. It will include topics such as on-line IP asset management, practical approaches to licensing IP, conducting business on the Web (Internet trademark and copyright issues), IP indemnification issues, and the implications of international IP law.
Paralegal Track
5001 The Top Ten Things You Should Know About Corporate Finance
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In this era of corporate scandal associated with financial mismanagement, the accuracy and appropriateness of any organization’s financial documents, disclosures, and accounting practices—public company or non-profit—is of paramount importance. You can’t learn it all, but there are some things you should know. This informative overview will tell you what they are.
3:30-5:00 p.m.
Counsel Track I
601 Leadership - Part II
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Continuation of earlier session
Counsel Track II
602 Effective Outside Counsel Management
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The ability to effectively manage outside counsel is essential to the success of in-house lawyers. Learn how to select, evaluate, compare, and retain the outside counsel that best suits the organizational needs of your company; develop lists and criteria for preferred legal service providers and specialized firms; understand key terms and provisions of engagement letters and firm guidelines; conduct conflict checks and handle outside counsel waiver requests; implement alternative billing models; and learn how to optimize the use of technology and knowledge management with your outside counsel.
Paralegal Track
6001 The Evolving Role of the In-House Paralegal
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Just as the role of the in-house general counsel has evolved to keep pace with the changing legal and business landscape, the role of in-house paralegals has evolved as well. In-house paralegals are frequently called upon to perform diverse and multi-faceted tasks that reflect the dynamic responsibilities of in-house lawyers. This requires a deeper understanding of in-house responsibilities such as the conflict between giving legal advice and business advice. This program specifically tailored for paralegals that presents new and emerging trends within the profession.
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Friday, May 23
8:30-10:00 a.m.
General Session
700 In-house Counsel Perspective: Managing a Compliance and Ethic Program in a
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Global Environment
This session will provide a general overview of the elements of an
effective corporate compliance and ethics program and provide information
on the process involved in managing such a program.
10:15-11:45 a.m.
Counsel Track
801 What You Should Know About Litigation
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Whether you are an in-house counsel in a large legal department or a solo practitioner in a small corporation, chances are that at some point your company will get sued. What steps can you take to prepare for the potentiality of a lawsuit and how should you respond if the litigation process is triggered? This session will provide some answers with topics including; how to manage paper and electronic document retention; whether to retain outside counsel; how to conduct the initial investigation; how to approach issues related to attorney-client privilege; and how to prepare for potential e-discovery and officer and employee depositions.
Paralegal Track
8001 Paralegal Open Forum
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This open forum will provide a dialogue of group participation and discussion for you and your peers to candidly raise issues, receive solutions, and hear lessons learned on a variety of topics impacting today's in-house paralegal. Here is your chance to share your experiences or ask the questions you've always been afraid to ask. No right or wrong here, just an open exchange of ideas, comments, and feedback from your peers.
