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Intellectual Property Issues

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JOHN F DELANEY: OK, welcome back. We're in the second half of day one. We have a great couple of presentations lined up. We're going to-- I'll introduce Bill, last, but, first, Intellectual Property Issues, followed by Pricing and Financial Structures. Then we'll take a 15-minute break, at 3:45, and finish with Risk Allocation, a deeper dive into the risk-allocation issues that I touched upon. But, first up, I'm happy to re-introduce my co-chair, ...

Contracting for Multi-Country Cloud Services

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BILL TANENBAUM: Hello, everyone. I'm Bill Tanenbaum from Kaye Scholer. And it's my pleasure to introduce the panel for this morning's first presentation, which as you can see is a panel discussion on global computing survey results and related issues. So we have three speakers-- Lynn Lugo go who is at ISM Health. She's still with ISM Health. And responsibilities include technology transactions. She went to Boalt Hall at Berkley for law school and ...

Ethics Issues in Negotiating Sourcing Deals

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JOHN F DELANEY: OK, we're back. As always, we saved the best for last. And we are very fortunate to have one of New York's best known lawyers when it comes to speaking on legal ethics, David Rabinowitz. David is a partner and co-head of the litigation department at Moses & Singer. He's based here in New York City. He's a member there at the intellectual property department and also the legal ethics and law firm practice department. David handles ...

The Outsourcing Life Cycle

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WILLIAM A TANENBAUM: Turning back to our first speaker, Brad, it's a pleasure to introduce Brad Peterson. Brad is a partner and the co-chair of the business and technology sourcing practice, at Mayer Brown. He's resident in the Chicago office and a very well-known and very well-respected outsourcing lawyer, by all of us on the panel. And it's evidenced by his ratings, where he is in band one, in Chambers, which said he is the gold standard of legal ...

Pricing and Financial Structures

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JOHN F DELANEY: While we're setting up, I'll go ahead and introduce our next speakers. As I mentioned, and as all of you know, one of the areas where lawyers and especially business people spend a lot of time focused on, in outsourcing deals, are pricing terms and financial structures. So we're very fortunate to have two experts on that subject. And I'll introduce Vivian, who's to my farthest right. Vivian is a partner in the technology transactions ...

Anatomy of a Master Services Agreement

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BILL: All right. Now let me move on to reintroducing John, who will give a talk on the anatomy of the MSA. And as was mentioned before, John is a partner at Morrison & Foerster and he leads the technology transactions group in the New York office. John? JOHN F. DELANEY: Hello everyone. I have two hours of material I'm going to cover in an hour, so I'm going to move pretty quickly. What I could have done was leave stuff out, but when I'm in the ...

Better, Faster, Cheaper Deals

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JOHN F. DELANEY: OK. It's 1:15. We're back in the home stretch. And when you organize these conferences there's a couple of tricks of the trade. One of them is on the second half of day two, you want to have really compelling presentations, which we have coming up. And the other trick of the trade is you put the ethics presentation last because everyone needs that ethics credit. So maybe I'm revealing too many trade secrets here. But right now, as ...

Privacy and Data Security

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WILLIAM A. TANENBAUM: Welcome back, everybody, for the afternoon session of our program. The next topic is a very important one. And it's on protecting privacy interests in outsourcing transactions. And we're very pleased to have a very well-known lawyer in this field-- Rebecca Eisner from the Chicago office of Mayer Brown. Her practice there focuses on complex global cloud technology in BPO transactions. And this includes infrastructure, application ...

Employment Issues

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WILLIAM TANENBAUM: We are now going to move to the next presentation entitled Employment Considerations and Outsourcing Transactions. And I know all of us in the room have had to deal with this issue and bring in our employment lawyers for very complicated problems, especially in the cross-border situation. We're very pleased to have two leading lawyers in the field present. I'd like to introduce Erika Collins first. Erika is at Proskauer where she ...

Who's the Boss (of Compliance)?

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Recorded on: Nov. 3, 2014

AMY TAUB: Hello. My name is Amy Taub and I'm a program attorney with PLI. I would like to welcome you to today's briefing, Who's the Boss of Compliance? Before we begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have access to materials for this briefing via the Course Materials tab in the program window. Our speakers ...

Risk Allocation - the Knotty Issues

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JOHN F. DELANEY: OK. We're back on. A couple of housekeeping items. Remember to fill out the evaluations. Let us know what you like. Let us know things, topics we can be focusing on when we meet next year. And we're now in the home stretch for day one, and we have coming up a terrific group-- two speakers who are experts in this field. To my immediate left is George Kimball. George is a co-chair of all our PLI outsourcing program in Chicago. And ...

Case Study: Managing Compliance Risk in Multi-Country Sourcing

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WILLIAM A. TANENBAUM: Good. So, while we're getting set up upfront, I am going to introduce our speakers for the next panel, which is a case study on platform as a service rollout for an extended enterprise in a company that's in a regulated vertical. And we're very pleased to have two fine speakers. The first I'd like to introduce is Peter George. Peter is at the Baker & McKenzie and practices in the IT communications group at that firm. He, ...

In-House Lawyer Roundtable

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CARMEN J LAWRENCE: --is the In-House Lawyer Roundtable and that is moderated by Colleen Mahoney. Colleen is a partner at Skadden in their DC office and heads the firm's Securities Enforcement and Compliance practice. She regularly represents financial services firms, corporations, their officers, board committees, directors, and employees in SEC and other law enforcement investigations. Colleen also assists management and boards of directors performing ...

Compliance Officer Roundtable

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CARMEN: Yup. I'm going to introduce the moderator for the round table is Bill Baker. He's global co-chair of Latham Securities Litigation and Professional Liability practice group. He specializes in a broad range of business regulatory and corporate governance matters. Bill represents and counsels corporations, auditing, and other professional services firms, investment banks, and other financial institutions in connection with SEC and other regulatory ...

The Year in Review

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AMY L. BESS: So back by popular demand, our next panel is the year in review. This is a panel that we bring back every year because it's so popular with all of you. And we have a couple of-- well, all three of our panelists are people that you have heard from regularly over the years. I'm just going to do some quick introductions because many of you know these folks well. Professor Estreicher is the Dwight D. Opperman Professor of Law and the Director ...

Ethics for Employment Lawyers: Defining What Lawyers Do and Where They Can Do It

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DANIELLE: Thank you. AMY L. BESS: Great. Thank you, Danielle. So our last-- and not least, panel-- of the two-day program is called Ethics for Employment Lawyers-- Defining what Lawyers Do and Where They Can Do It. And we are absolutely delighted to once again have Tom Spahn with us. For those of you who've been at this conference in the past, you know that Tom is sort of our where secret weapon. Everybody needs ethics credit, and so everyone's ...

Today's Contingent Workforce

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ZACHARY D. FASMAN: OK. So our next panel this afternoon, passing from the Affordable Care Act and its aspirations to today's contingent workforce, which is a different set of aspirations and definitions-- a very interesting and timely topic that we've done in the past and wanted to bring back again because many of you have had questions about these issues. Here to talk about that are three experts in this field. In alphabetical order they are Willis ...

Wage and Hour Update

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AMY L. BESS: OK, everybody. We're going to get started with our next panel. The next topic we're going to discuss is Wage an Hour Updates, which I know is near and dear to many of your hearts. And we have two really terrific and experienced speakers to tell you a little bit about updates in this area. Rachel Bien is a partner at Outten & Golden in New York City. She's a co-chair of that firm's Class and Collective Action Practice Group. And she ...

Internal Investigations

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AMY L. BESS: So I'm going to do this in alphabetical order. The next panel is talking about internal investigations. Our first panelist is Jonathan Ben-Asher, who is a partner in the law firm of Ritz Clark & Ben-Asher, here in New York City. John represents executives, professionals, and other employees in employment disputes involving issues such as employment contracts, executive comp, whistleblowing, retaliation, employment discrimination, ...

Navigating the U.S. Criminal Law Maze in the Corporate Deal

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Recorded on: Oct. 29, 2014

AMY: It is now my pleasure to turn the speaking over to John Buretta. JOHN BURETTA: Thank you, good afternoon everyone, and thanks for joining us. We'll spend the next hour giving you an overview, with respect to corporate transactions, regarding US criminal laws that can impact deals that could be mergers and acquisitions, bond offerings, credit facilities, an array of corporate transactions in which US criminal law issues increasingly come up. ...

The Affordable Care Act in Practice

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ZACHARY D. FASMAN: OK, folks, let's go back to our afternoon session. Our first session this afternoon is, I hope, will be, very revelatory an informative. It's on the Affordable Care Act in Practice. I hope that this is something that you all know about. It's not something I know about, so I'm looking forward to hearing my friends talk about this a little bit. We have two outstanding practitioners in employment and employee benefits law. And in ...

ADR Programs in the Workplace

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ZACHARY D. FASMAN: OK, folks, let's get started, again. I saw more people interested in coffee than in Diet Coke out there. That's a bad sign, I guess. Listen, we're approaching the homestretch today. I have to say, that you haven't asked many questions or any questions, during the sessions. That's not deliberate. It's your conference. If you've got something to say, let us here it. We're happy to, like most lawyers, we'll just talk and talk and ...

Getting the Engagement Letter Right

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Recorded on: Oct. 28, 2014

AMY TAUB: Thank you. Hello. My name is Amy Taub, and I am a Program Attorney with PLI. I would like to welcome you to today's briefing, Getting the Engagement Letter in Writing. Before we begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have access to materials for this briefing via the course materials tab in the ...

U.S. Sanctions Relating to the Unrest in Ukraine: Compliance Challenges

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Recorded on: Oct. 24, 2014

AMY TAUB: Hello, my name is Amy Taub, and I'm a program attorney with PLI. I would like to welcome you to today's briefing, US Sanctions Relating to the Unrest in Ukraine, Compliance Challenges. Before I begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have access to materials for this briefing via the course materials ...

Defining "Waters of the United States": What is at Stake? (Audio-Only)

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Recorded on: Oct. 17, 2014

AMY TAUB: My name is Amy Taub. And I am a program attorney with PLI. I would like to welcome you to today's briefing, Defining "Waters of the United States," What is at Stake. Before we begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have access to materials for this briefing via the course materials tab ...

Featured Faculty/Authors
Rebecca Walker

Rebecca Walker ~ Kaplan & Walker LLP

K. Susan Grafton

K. Susan Grafton ~ K&L Gates LLP

Garner K. Weng

Garner K. Weng ~ Hanson Bridgett LLP