https://www.pli.edu/rss/all-products en-us 2026 Practising Law Institute Thu, 13 Aug 2026 12:27:47 Z https://www.pli.edu/programs/ethics-in-bankruptcy-practice-hot-topics-including-disclosable-connections-conflicts-independent-directors-social-media--ai/470179?tCode=WTC5_RSS01 Bankruptcy and restructuring Independent directors Ethics and professional responsibility Professional development Artificial intelligence Bankruptcy practice necessitates knowledge of and adherence to unique ethics principles that supplement the ethical requirements to which all lawyers must adhere under the ABA’s Model Code of Professional Responsibility and its various state analogs. The consequences of ethics violations in the bankruptcy sphere can be severe, including in appropriate cases a denial to counsel and financial advisors who represent debtors and creditors’ committees of compensation or disgorgement of compensation previously paid.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470179 470179 83 G5848 2026-08-13T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/new-sec-relief-allowing-abbreviated-tender-offers-for-equity-securities-and-non-convertible-debt-securities/472350?tCode=WTC5_RSS01 Mergers and acquisitions Tender offers Debt securities Regulation, compliance, and enforcement (Securities and other financial products) Equity instruments In a pair of exemptive orders issued in April and June 2026, the SEC’s Division of Corporation Finance (the “Division”) has allowed certain qualifying tender offers for equity securities (“equity tender relief”), and certain qualifying tender or exchange offers for non-convertible debt securities (“debt tender relief”), to remain open for a minimum period of 10 and 5 business days, respectively, instead of the 20 business days required under the Securities Exchange Act of 1934.  The new equity relief allows certain abbreviated tenders for equity securities of public and private companies, including third-party public M&A tenders and issuer self-tenders. The new debt tender relief expands and enhances the relief afforded by the Division’s 2015 no-action letter, including relaxing or eliminating some of the letter’s prior qualifying conditions.Faculty will discuss the two exemptive orders and the qualifying conditions under the orders, and compare the new relief with the SEC’s prior guidance. They will also analyze how the new relief can provide participants greater flexibility in structuring and undertaking certain friendly M&A transactions, issuer share repurchases and liability management transactions to aid issuers seeking to optimize their capital structures. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472350 472350 83 G5864 2026-08-17T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/fitting-new-tech-into-the-attorney-client-privilege-and-work-product-protection/468813?tCode=WTC5_RSS01 Cybersecurity and data protection Ethics and professional responsibility Attorney-client privilege Litigation Technology Join us for an overview of how courts and ethics opinions address attorney-client privilege and work product protection when dealing with “new” technologies such as generative artificial intelligence (“GenAI”) and collaborative platforms for discovery, document review, and trial. Protection or loss of privilege or work product protection depends on various factors, including the roles of in-house and retained attorneys who oversee and use these new technologies.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468813 468813 83 G5826 2026-08-17T20:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/beyond-prompting-why-some-lawyers-get-so-much-more-out-of-ai/469469?tCode=WTC5_RSS01 Legal technology Professional development Technology in law practice Technology Artificial intelligence The lawyers getting the best leverage from AI are not the ones with the secret stash of clever prompts; they are the ones who understand enough about how these systems actually work to see where AI will help, where it will quietly fail, and how to stay in control.Why does AI nail a complex analysis but then hallucinate details as simple as page numbers? Why does AI act like a sycophant, and how do we stop it? What actually happens when you "drag in" a 200-page document, and why should you care? Why does the same AI that dazzled you on Monday give you garbage on Friday?In this program, we start by demystifying AI, taking you behind the curtain to see why some tasks fare better than others. Armed with this knowledge, you will see your prompts in a whole new light. From there, we will move to more advanced techniques that separate “good” from “great” users of AI tools. Whether you are new to AI or already using it daily, this program will give you concrete lessons to level up any AI interaction. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469469 469469 83 G5836 2026-08-18T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/applying-ai-in-law-practice-2026-video-replay/472336?tCode=WTC5_RSS01 Legal innovation Legal services outsourcing and management Technology in law practice Artificial intelligence Generative AI This program is a video replay of Artificial Intelligence in Law Practice 2026.Artificial intelligence is changing the delivery of legal services in all practice areas and settings. The technology continues to evolve and new tools are rapidly being developed and deployed. These new tools present enormous opportunities to be more efficient, improve work product quality, and produce better outcomes in law practice and at the same time create new risks that lawyers need to understand and manage well. Lawyers must have a foundational understanding of AI to fulfill their ethical obligations and capture opportunities to innovate successfully with AI. This program provides that foundation, addressing at a functional level how large language models, generative AI, agentic AI and other AI tools work, as well as recent developments in this space. The expert faculty will then explore the roles and impacts that AI tools can have on legal workflows, various AI use cases, considerations for building AI tools, evaluating AI performance, benefits, and risks, and the ethical, legal, and compliance considerations you need to be aware of as AI continues to reshape the practice of law. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472336 472336 3 G5862 2026-08-19T21:45:00Z 8:17:45 New Orleans LA USA https://www.pli.edu/programs/making-the-right-choice-selecting-a-law-firm-for-long-term-success/473468?tCode=WTC5_RSS01 Professional development Career development Decision-making (Career development) CLE credit is not available for this program.Congratulations! You are starting law school. Next thing you know, you will be asked to start applying for summer opportunities. Register for this briefing and in just one hour you will learn the secrets to selecting the place that’s right for you, your personality, your career goals, and your priorities. If you are going to be a summer associate at a law firm, you will want to attend this session to make sure you make a thoughtful decision. This program will lay out all of the tips to consider your options. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473468 473468 83 G5871 2026-08-25T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/lease-accounting-workshop-2026-understanding-and-applying-asc-842/462320?tCode=WTC5_RSS01 Accounting and financial reporting Accounting standards Generally Accepted Accounting Principles Lease accounting Liabilities (Securities filings and financial statements) The FASB’s lease accounting standard presents complex accounting, internal control and system challenges. In this Workshop, you will learn the conceptual underpinnings, overall structure, and details of this standard as it applies to both lessees and lessors. The complex judgments and estimates required to apply lease accounting principles in ASC 842 will be explored in detail. Concepts will be reinforced by working examples and case studies. This is an interactive Workshop (via Zoom), and open discussion is encouraged to enhance and deepen the learning process. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462320 462320 185 G5742 2026-08-26T21:00:00Z 4:01:20 New York NY USA https://www.pli.edu/programs/bad-faith-litigation-for-insurers-claims-handling-settlement-risks-social-inflation-and-ai/473639?tCode=WTC5_RSS01 Insurance claims Insurance companies Insurance litigation Bad faith litigation continues to evolve, including with the growing role of artificial intelligence in claims handling. Designed for both insurance professionals and counsel, this program provides a timely, practical overview of the issues insurers may face and the strategies coverage professionals can use to manage that risk, especially in an era of social inflation. This presentation will examine hot topics in the bad faith landscape, in both first-party and third-party contexts. The presenters will discuss trends, strategies for responding to settlement demands, and common discovery disputes before closing with some key takeaways and best practices.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473639 473639 83 G5869 2026-08-26T20:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/applied-accounting-and-financial-reporting-practice-for-in-house-attorneys-part-one-assessing-a-customers-or-merger-partners-financial-risks-2026/470543?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Financial risk Effectively using financial information is a key skill for in-house counsel. This is particularly important when assessing the financial condition and risks of a potential new customer or a possible merger partner. This briefing, applying the tools discussed in our four Basic Accounting and Financial Reporting for In-House Attorneys briefings, first explores issues that are relevant when negotiating contracts with new customers and acquisition agreements. Discussion will include how to apply financial analysis tools and techniques to assess the credit risk of a potential new customer. Analysis tools to evaluate liquidity risk and ability to pay on a timely basis will be demonstrated. In a similar process, how to evaluate the financial position and earnings potential of a possible acquisition target will be discussed and examples of how financial analysis can uncover red flags will be presented. Please join faculty as they build key tools to evaluate potential customers and merger partners. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470543 470543 195 G5850 2026-08-31T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/california-guardianship-law-g3301/444028?tCode=WTC5_RSS01 Estates and trusts Family law Guardianship (Family law) Litigation Public interest law and pro bono Learn the basics of California guardianship law and procedure so that you can competently represent a child or adult petitioner in establishing a guardianship of the person. This program will teach you how to represent parties in both uncontested and contested guardianship proceedings. This program is intended for attorneys who will take pro bono cases with legal services agencies throughout the state. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444028 444028 20 G3301 2026-09-01T19:30:00Z 3:31:10 San Francisco CA USA https://www.pli.edu/programs/california-guardianship-law-g3301/444029?tCode=WTC5_RSS01 Estates and trusts Family law Guardianship (Family law) Litigation Public interest law and pro bono Learn the basics of California guardianship law and procedure so that you can competently represent a child or adult petitioner in establishing a guardianship of the person. This program will teach you how to represent parties in both uncontested and contested guardianship proceedings. This program is intended for attorneys who will take pro bono cases with legal services agencies throughout the state. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444029 444029 13 G3301 2026-09-01T19:30:00Z 3:31:10 San Francisco CA USA https://www.pli.edu/programs/applied-accounting-and-financial-reporting-practice-for-in-house-attorneys-part-two-understanding-revenue-recognition-in-financial-reporting-2026/470549?tCode=WTC5_RSS01 Accounting and financial reporting Revenue recognition Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Securities filings and financial statements Revenue recognition is a complex and potentially confusing aspect of financial reporting. The amount and timing of revenue recognition in a company’s financial statements can be very different from the timing of cash receipts and related income producing activities. A reasonable understanding of the accounting principles for revenue recognition can help in-house attorneys in areas ranging from contract negotiation to financial planning. This briefing, applying the tools discussed in our four Basic Accounting and Financial Reporting for In-House Attorneys, first explores the basic principle behind how companies record revenue in their income statements and then discusses issues counsel should be aware of in each of the five steps in this process. Please join faculty as they build a build key tools to understand revenue recognition in financial reporting. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470549 470549 195 G5851 2026-09-01T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/environmental-regulation/441994?tCode=WTC5_RSS01 Energy Environmental law Environmental litigation Rapid shifts in environmental, energy, and climate policy are reshaping the legal and business landscape for regulated entities in 2026. This comprehensive program brings together leading practitioner, academic, economist, and consultant perspectives to examine how changes in federal and state authority, litigation trends, and global regulatory pressures are affecting compliance, transactions, permitting, and risk management.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441994 441994 3 G3133 2026-09-02T21:15:00Z 8:17:45 New York NY USA https://www.pli.edu/programs/environmental-regulation/441995?tCode=WTC5_RSS01 Energy Environmental law Environmental litigation Rapid shifts in environmental, energy, and climate policy are reshaping the legal and business landscape for regulated entities in 2026. This comprehensive program brings together leading practitioner, academic, economist, and consultant perspectives to examine how changes in federal and state authority, litigation trends, and global regulatory pressures are affecting compliance, transactions, permitting, and risk management.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441995 441995 13 G3133 2026-09-02T21:15:00Z 8:17:45 New York NY USA https://www.pli.edu/programs/is-summer-really-over-fresh-perspectives-for-the-legal-community-on-getting-back-in-the-work-saddle-with-a-lighter-heart-and-a-more-focused-mind/475258?tCode=WTC5_RSS01 Mental health Professional development Attorney wellness Attorney substance use disorder Mental health and substance use issues are challenging the legal community as never before. Recent studies show that the incidence of mental illness and addiction amongst legal professionals is significantly higher than in the general population. One of the most difficult times of the year is often the anxiety (sometimes dread) that grows as summer gives way to the reality of fall’s workload and expectations.It need not be so! In this course, you will hear from Cameron G. Stout, a nationally known securities defense lawyer and mediator (and avowed lover of the summer months). Cam is also a mental health advocate and public speaker on mental health and addiction. In over 200 CLE and other talks around the country, Cam has shared his journey through, and victory over, treatment resistant depression and alcoholism. Now on the other side of those challenges, Cam brings a fresh perspective on how to bring a lighter heart with us as we face what many consider to be the fall grind with its attendant stressors and often increased mental health challenges. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475258 475258 83 G5882 2026-09-02T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/sec-reporting-essentials-101-workshop/442913?tCode=WTC5_RSS01 Accounting and financial reporting Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) This virtual Workshop provides an introduction to SEC reporting and is recommended for those new to the profession. Financial reporting professionals will build the foundational knowledge, skills and tools required to succeed in SEC reporting. Participants will review the various sources of guidance for SEC reporting and will practice researching SEC disclosure questions with exercises from the Form 10-K annual report. This is an interactive Workshop (via Zoom), and open discussion is encouraged to enhance and deepen the learning process.  This Workshop includes online access to PLI’s SEC Reporting Handbook.Participants who have completed this “101” program or who have prior SEC reporting experience will have the foundational knowledge needed to attend our add-on Essentials Workshops:• Form 10-K (Part One): Business, Risk Factors & Part I Disclosures Essentials Workshop • Form 10-K (Part Two): Financial Statements & Parts II, III & IV Disclosures Essentials Workshop• MD&A SEC Reporting Essentials Workshop • Form 8-K SEC Reporting Essentials Workshop • Form 10-Q, Proxy Statement, and Section 16 SEC Reporting Essentials Workshop  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442913 442913 185 G4186 2026-11-16T21:00:00Z 3:01:00 New York NY USA https://www.pli.edu/programs/sec-reporting-essentials-101-workshop/442903?tCode=WTC5_RSS01 Accounting and financial reporting Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) This virtual Workshop provides an introduction to SEC reporting and is recommended for those new to the profession. Financial reporting professionals will build the foundational knowledge, skills and tools required to succeed in SEC reporting. Participants will review the various sources of guidance for SEC reporting and will practice researching SEC disclosure questions with exercises from the Form 10-K annual report. This is an interactive Workshop (via Zoom), and open discussion is encouraged to enhance and deepen the learning process.  This Workshop includes online access to PLI’s SEC Reporting Handbook.Participants who have completed this “101” program or who have prior SEC reporting experience will have the foundational knowledge needed to attend our add-on Essentials Workshops:• Form 10-K (Part One): Business, Risk Factors & Part I Disclosures Essentials Workshop • Form 10-K (Part Two): Financial Statements & Parts II, III & IV Disclosures Essentials Workshop• MD&A SEC Reporting Essentials Workshop • Form 8-K SEC Reporting Essentials Workshop • Form 10-Q, Proxy Statement, and Section 16 SEC Reporting Essentials Workshop  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442903 442903 185 G4186 2026-09-02T20:00:00Z 3:01:00 New York NY USA https://www.pli.edu/programs/commercial-real-estate-financing/442235?tCode=WTC5_RSS01 Financing Commercial real estate Industry insiders anticipate a continued action in commercial real estate (CRE) lending in 2026. Even with the expected increase in transactions, market players must still contend with distressed collateral, regulatory uncertainty, unresolved or imminent loan defaults and related costs.  As lenders and borrowers seek solutions through workouts, loan modifications, reinvestments, and other financing vehicles, this program will equip attendees with tested, successful legal strategies and indispensable practice information.  This year Joshua Stein of Joshua Stein PLLC will be joined by our roster of nationally renowned legal experts will provide timely instruction on the critical steps of debt-related transactions, disputes, and outcomes including both judicial and non-judicial proceedings.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442235 442235 3 G3121 2026-09-03T16:15:00Z 3:24:05 New York NY USA https://www.pli.edu/programs/commercial-real-estate-financing/442236?tCode=WTC5_RSS01 Financing Commercial real estate Industry insiders anticipate a continued action in commercial real estate (CRE) lending in 2026. Even with the expected increase in transactions, market players must still contend with distressed collateral, regulatory uncertainty, unresolved or imminent loan defaults and related costs.  As lenders and borrowers seek solutions through workouts, loan modifications, reinvestments, and other financing vehicles, this program will equip attendees with tested, successful legal strategies and indispensable practice information.  This year Joshua Stein of Joshua Stein PLLC will be joined by our roster of nationally renowned legal experts will provide timely instruction on the critical steps of debt-related transactions, disputes, and outcomes including both judicial and non-judicial proceedings.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442236 442236 13 G3121 2026-09-03T16:15:00Z 3:24:05 New York NY USA https://www.pli.edu/programs/alternative-finance-summit/444541?tCode=WTC5_RSS01 Corporate finance Financial services Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Securities and other financial products) Alternative finance continues to drive significant engagement with the investment community. But it also raises many more questions than answers about what the future holds for fintech, blockchain and crowdfunding. Join us for this one-of-a-kind program to hear from the leading industry lawyers, dealmakers, and regulators on where we are now and where we may be headed. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444541 444541 3 G3022 2026-09-03T21:30:00Z 8:32:50 New York NY USA https://www.pli.edu/programs/alternative-finance-summit/444542?tCode=WTC5_RSS01 Corporate finance Financial services Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Securities and other financial products) Alternative finance continues to drive significant engagement with the investment community. But it also raises many more questions than answers about what the future holds for fintech, blockchain and crowdfunding. Join us for this one-of-a-kind program to hear from the leading industry lawyers, dealmakers, and regulators on where we are now and where we may be headed. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444542 444542 13 G3022 2026-09-03T21:30:00Z 8:32:50 New York NY USA https://www.pli.edu/programs/after-heppner-privilege-confidentiality-and-trade-secrets/469021?tCode=WTC5_RSS01 Attorney-client privilege Trade secrets Litigation Technology Artificial intelligence Judge Rakoff’s February 2026 ruling in United States v. Heppner served as a wake-up call to the legal profession: feeding sensitive client data into public AI models can shatter attorney-client privilege and destroy trade secret protections. This session moves beyond theoretical warnings to provide a concrete, post-Heppner survival guide. Attendees will learn how courts are treating AI platform Terms of Service, how to distinguish between enterprise and consumer deployments, and how to counsel clients who have already exposed proprietary data to third-party LLMs. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469021 469021 83 G5827 2026-09-03T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/sec-101-reporting-essentials-for-lawyers-workshop/440704?tCode=WTC5_RSS01 Accounting and financial reporting Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements In this virtual Workshop for legal professionals, you will build the practical knowledge base, skills and tools required to succeed in an SEC reporting role and apply these tools to examples in practice. This Workshop is the first step in our Essentials curriculum and provides the foundation needed for our add-on Essentials Workshops:• Form 10-K (Part One): Business, Risk Factors & Part I Disclosures Essentials Workshop • Form 10-K (Part Two): Financial Statements & Parts II, III & IV Disclosures Essentials Workshop• MD&A SEC Reporting Essentials Workshop • Form 8-K SEC Reporting Essentials Workshop • Form 10-Q, Proxy Statement, and Section 16 SEC Reporting Essentials Workshop Participants will learn the legal foundations of SEC reporting in the Securities Act of 1933 (the “Securities Act”) and the Securities Exchange Act of 1934 (the “Exchange Act”), discuss when there is a “duty to disclose” and build an understanding of the SEC’s Integrated Disclosure System. This is an interactive Workshop (via Zoom) during which participants are encouraged to participate in research and discussion exercises intended to enhance and deepen the learning process.  The Workshop includes online access to PLI’s SEC Reporting Handbook.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440704 440704 185 G4217 2026-09-03T20:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/sec-101-reporting-essentials-for-lawyers-workshop/440709?tCode=WTC5_RSS01 Accounting and financial reporting Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements In this virtual Workshop for legal professionals, you will build the practical knowledge base, skills and tools required to succeed in an SEC reporting role and apply these tools to examples in practice. This Workshop is the first step in our Essentials curriculum and provides the foundation needed for our add-on Essentials Workshops:• Form 10-K (Part One): Business, Risk Factors & Part I Disclosures Essentials Workshop • Form 10-K (Part Two): Financial Statements & Parts II, III & IV Disclosures Essentials Workshop• MD&A SEC Reporting Essentials Workshop • Form 8-K SEC Reporting Essentials Workshop • Form 10-Q, Proxy Statement, and Section 16 SEC Reporting Essentials Workshop Participants will learn the legal foundations of SEC reporting in the Securities Act of 1933 (the “Securities Act”) and the Securities Exchange Act of 1934 (the “Exchange Act”), discuss when there is a “duty to disclose” and build an understanding of the SEC’s Integrated Disclosure System. This is an interactive Workshop (via Zoom) during which participants are encouraged to participate in research and discussion exercises intended to enhance and deepen the learning process.  The Workshop includes online access to PLI’s SEC Reporting Handbook.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440709 440709 185 G4217 2026-11-09T21:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/form-8-k-sec-reporting-essentials-workshop/440744?tCode=WTC5_RSS01 Accounting and financial reporting Disclosures (Securities and other financial products) Securities filings and financial statements Form 8-K Why You Should AttendIn this virtual Workshop for SEC reporting professionals, using the SEC’s guidance discussed in our SEC 101 Reporting Essentials for Financial Professionals Workshop: Legal Foundations & SEC Research Tools, or the SEC 101 Reporting Essentials for Lawyers Workshop: Legal Foundations & SEC Research Tools, you will build the practical knowledge base, skills and tools required to prepare and review Current Reports on Form 8-K and determine when they may be required by the SEC. Many Form 8-K Items have a four-business day deadline. This somewhat compressed deadline is a potential pitfall, particularly when loss of Securities Act Form S-3 eligibility is one of the results of a delinquent Form 8-K. You will learn how to recognize the triggering events that require a Form 8-K to be filed or furnished, when a voluntary Form 8-K may be appropriate, and which Form 8-K Items qualify for the “safe harbor” that preserves a company’s S-3 filing eligibility even in the face of an otherwise tardy Form 8-K. In the Workshop the required disclosures and compliance tips for the most frequent Form 8-K Items will be reviewed. This is an interactive Workshop (via Zoom), during which participants are encouraged to participate in Form 8-K practice exercises and discussions intended to enhance and deepen the learning process.  The Workshop includes online access to PLI’s SEC Reporting Handbook.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440744 440744 185 G4216 2026-09-04T20:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/form-8-k-sec-reporting-essentials-workshop/440749?tCode=WTC5_RSS01 Accounting and financial reporting Disclosures (Securities and other financial products) Securities filings and financial statements Form 8-K Why You Should AttendIn this virtual Workshop for SEC reporting professionals, using the SEC’s guidance discussed in our SEC 101 Reporting Essentials for Financial Professionals Workshop: Legal Foundations & SEC Research Tools, or the SEC 101 Reporting Essentials for Lawyers Workshop: Legal Foundations & SEC Research Tools, you will build the practical knowledge base, skills and tools required to prepare and review Current Reports on Form 8-K and determine when they may be required by the SEC. Many Form 8-K Items have a four-business day deadline. This somewhat compressed deadline is a potential pitfall, particularly when loss of Securities Act Form S-3 eligibility is one of the results of a delinquent Form 8-K. You will learn how to recognize the triggering events that require a Form 8-K to be filed or furnished, when a voluntary Form 8-K may be appropriate, and which Form 8-K Items qualify for the “safe harbor” that preserves a company’s S-3 filing eligibility even in the face of an otherwise tardy Form 8-K. In the Workshop the required disclosures and compliance tips for the most frequent Form 8-K Items will be reviewed. This is an interactive Workshop (via Zoom), during which participants are encouraged to participate in Form 8-K practice exercises and discussions intended to enhance and deepen the learning process.  The Workshop includes online access to PLI’s SEC Reporting Handbook.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440749 440749 185 G4216 2026-11-18T21:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/hot-topics-for-in-house-counsel/444549?tCode=WTC5_RSS01 Corporate governance Corporate litigation Practice skills (Corporate law) Regulation, compliance, and enforcement (Corporate law) The role of the in-house counsel continues to transform to meet new challenges in relation to an increasingly global economy, financial turmoil and continually changing new technologies. It is essential for all in-house counsel to be informed of the latest developments and to possess effective, budget-conscious strategies for managing the legal and practical business matters of corporate law departments, while adding value to the enterprise Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444549 444549 13 G3036 2026-09-08T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/hot-topics-for-in-house-counsel/444548?tCode=WTC5_RSS01 Corporate governance Corporate litigation Practice skills (Corporate law) Regulation, compliance, and enforcement (Corporate law) The role of the in-house counsel continues to transform to meet new challenges in relation to an increasingly global economy, financial turmoil and continually changing new technologies. It is essential for all in-house counsel to be informed of the latest developments and to possess effective, budget-conscious strategies for managing the legal and practical business matters of corporate law departments, while adding value to the enterprise Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444548 444548 3 G3036 2026-09-08T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/open-source-software/444252?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing Technology Regulation, compliance, and enforcement (Technology) Open source software This program will explore the unique legal issues facing the open source and free software community. Our experienced faculty will discuss: the basics of open source, compliance, cooperation and enforcement, branding and project management, managing an in-house compliance program, the intersection of open source and artificial intelligence (“AI”) and managing licensing risk in the real world.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444252 444252 13 G3232 2026-09-09T00:15:00Z 8:17:45 San Francisco CA USA https://www.pli.edu/programs/open-source-software/444251?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing Technology Regulation, compliance, and enforcement (Technology) Open source software This program will explore the unique legal issues facing the open source and free software community. Our experienced faculty will discuss: the basics of open source, compliance, cooperation and enforcement, branding and project management, managing an in-house compliance program, the intersection of open source and artificial intelligence (“AI”) and managing licensing risk in the real world.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444251 444251 3 G3232 2026-09-09T00:15:00Z 8:17:45 San Francisco CA USA https://www.pli.edu/programs/building-readers-building-relationships-how-working-parents-can-create-meaningful-reading-moments/472533?tCode=WTC5_RSS01 Professional development Attorney wellness Attorney work-life balance CLE credit is not available for this program.In this one-hour briefing, faculty lead a conversational, dialogue-style presentation designed to help working parents build stronger, more positive connections with their children around reading at home. Recognizing that many parents are working long hours and often return home mentally depleted, lacking the energy, time, or enthusiasm to "do one more thing," this session offers practical, realistic tools for growing reading confidence, comprehension, and meaningful literacy experiences at home in ways that feel manageable, engaging, and restorative, not like schoolwork.The program will also explore how emotional intelligence and self-awareness influence parent-child interactions, helping participants recognize how stress, fatigue, expectations, and communication styles can impact reading experiences at home. Participants will learn how to create emotionally positive reading moments that foster curiosity, confidence, resilience, and connection. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472533 472533 83 G5867 2026-09-08T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/bridge-the-gap-i-ethics-and-skills-for-newly-admitted-new-york-attorneys/441354?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Ethics and professional responsibility Confidentiality (Ethics and professional responsibility) Negotiation (Dispute resolution) Legal writing, drafting, and negotiation Newly admitted attorneys aren’t expected to be experts in all areas of law, but they are expected to learn quickly, communicate effectively, and behave ethically and professionally. Designed with the newly admitted attorney in mind, this program will provide the ethics and skills lessons that are helpful to know as you start practicing law but tend to arise when you’re new to practicing. Knowing how to navigate a range of ethical pitfalls, polishing your writing and communications for clients and colleagues, as well as honing your negotiation approach are all skills and tips that are “nice to know” until you “need to know”. Whether you are beginning your career in litigation, transactional work, or in house, employers are demanding their new attorneys possess a strong grasp of these skills from day one. Attending this highly interactive program will help attendees get started on the right path to establishing their professional brand at the early stages of their career. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441354 441354 3 G3159 2026-09-09T21:45:00Z 9:03:00 New York NY USA https://www.pli.edu/programs/form-10-k-part-one-business-risk-factors--part-i-disclosures-essentials-workshop/442937?tCode=WTC5_RSS01 Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Disclosures (Securities and other financial products) Risk factors (Securities and other financial products) Form 10-K In this virtual Workshop for SEC reporting professionals, using the SEC’s guidance discussed in our SEC 101 Reporting Essentials for Financial Professionals Workshop: Legal Foundations & SEC Research Tools or the SEC 101 Reporting Essentials for Lawyers Workshop: Legal Foundations & SEC Research Tools, you will build the practical knowledge base, skills and tools needed to draft and review the business, risk factors and related company background sections in Part I of the Form 10-K annual report. [Please note that the rest of the Form 10-K Items are addressed in the Form 10-K (Part Two) Essentials Workshop and that MD&A is addressed in a separate Essentials Workshop]. Discussion will include requirements from Regulation S-K for non-financial statement disclosures as well as requirements from the Staff Accounting Bulletins, Compliance and Disclosure Interpretations, and other SEC reporting sources. Discussion will include new Item 1.C cybersecurity disclosures and other evolving disclosure areas. Frequent SEC comment areas for Part I will also be reviewed. This is an interactive Workshop (via Zoom), and open discussion is encouraged to enhance and deepen the learning process.  The Workshop includes online access to PLI’s SEC Reporting Handbook. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442937 442937 185 G4651 2026-09-09T20:00:00Z 3:01:00 New York NY USA https://www.pli.edu/programs/form-10-k-part-one-business-risk-factors--part-i-disclosures-essentials-workshop/442942?tCode=WTC5_RSS01 Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Disclosures (Securities and other financial products) Risk factors (Securities and other financial products) Form 10-K In this virtual Workshop for SEC reporting professionals, using the SEC’s guidance discussed in our SEC 101 Reporting Essentials for Financial Professionals Workshop: Legal Foundations & SEC Research Tools or the SEC 101 Reporting Essentials for Lawyers Workshop: Legal Foundations & SEC Research Tools, you will build the practical knowledge base, skills and tools needed to draft and review the business, risk factors and related company background sections in Part I of the Form 10-K annual report. [Please note that the rest of the Form 10-K Items are addressed in the Form 10-K (Part Two) Essentials Workshop and that MD&A is addressed in a separate Essentials Workshop]. Discussion will include requirements from Regulation S-K for non-financial statement disclosures as well as requirements from the Staff Accounting Bulletins, Compliance and Disclosure Interpretations, and other SEC reporting sources. Discussion will include new Item 1.C cybersecurity disclosures and other evolving disclosure areas. Frequent SEC comment areas for Part I will also be reviewed. This is an interactive Workshop (via Zoom), and open discussion is encouraged to enhance and deepen the learning process.  The Workshop includes online access to PLI’s SEC Reporting Handbook. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442942 442942 185 G4651 2026-12-14T21:00:00Z 3:01:00 New York NY USA https://www.pli.edu/programs/construction-legal-risk-management/472238?tCode=WTC5_RSS01 Real estate construction Construction contracts Every complex construction project faces enormous legal risk, whether the risk stems from delays, cost overruns, or defective work. These risks can, however, be mitigated by well drafted comprehensive design and construction agreements obligating all team members to adhere to the provisions of the contracts. This program, presented by experienced construction attorneys and a veteran project manager, will provide legal and practical advice for owners and their advisors in minimizing and controlling project delays and costs through contractual provisions covering scheduling and cost control procedures. The faculty will discuss the contract essentials. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472238 472238 83 G5865 2026-09-09T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/winning-in-court-winning-the-crowd-louis-vuitton-v.-molly-tea-and-the-top-7-changes-in-chinas-new-trademark-law/473818?tCode=WTC5_RSS01 Online and traditional advertising Intellectual property Trademarks Intellectual property licensing International law Within a single month this summer, China handed brand owners two seismic events. On June 26, 2026, the National People’s Congress passed the most sweeping overhaul of China’s Trademark Law since 2019 — rewriting the rules on bad-faith filings, oppositions, online use, well-known marks, and abusive litigation, effective January 1, 2027. Days later, the Suzhou Intermediate People’s Court awarded Louis Vuitton RMB 10.3 million (approximately USD 1.5 million) against fast-growing tea chain Molly Tea over a four-petal flower logo — a decision that quickly became one of the most talked-about brand cases of 2026, drawing hundreds of millions of views on Chinese social media and igniting a nationwide debate over cultural motifs, enforcement scope, and how far trademark rights should reach.This Briefing connects the two stories every brand owner in China now needs to understand together: what the new law actually changes, why even a legally sound victory can become a flashpoint for public opinion, and the concrete filing, enforcement, and communications steps to take before the new law takes effect. Amy Hsiao, a leading international IP attorney with deep experience in Chinese and Asian trademark law — and one of the most-quoted commentators on the Molly Tea case — will share practical strategies for protecting brand rights in the courtroom while managing reputation outside it. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473818 473818 83 G5877 2026-09-09T20:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/securities-arbitration/442373?tCode=WTC5_RSS01 Arbitration Mediation Settlement (Dispute resolution) Practice skills (Litigation) Securities arbitration This year's Securities Arbitration program will feature FINRA Dispute Resolution leadership and arbitrators, as well as noted academics and experienced attorneys who represent both customers and the industry. Our faculty will provide practical tips for arbitrating and mediating securities cases. They will also discuss the use of experts in the arbitration forum. Finally, they will look at the latest hot topics and future trends in securities arbitration for 2026 through the lens of the changing regulatory landscape. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442373 442373 3 G3231 2026-09-10T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/securities-arbitration/442374?tCode=WTC5_RSS01 Arbitration Mediation Settlement (Dispute resolution) Practice skills (Litigation) Securities arbitration This year's Securities Arbitration program will feature FINRA Dispute Resolution leadership and arbitrators, as well as noted academics and experienced attorneys who represent both customers and the industry. Our faculty will provide practical tips for arbitrating and mediating securities cases. They will also discuss the use of experts in the arbitration forum. Finally, they will look at the latest hot topics and future trends in securities arbitration for 2026 through the lens of the changing regulatory landscape. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442374 442374 13 G3231 2026-09-10T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/form-10-k-part-two-financial-statements--parts-ii-iii--iv-disclosures-essentials-workshop/443126?tCode=WTC5_RSS01 Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Disclosures (Securities and other financial products) Form 10-K In this virtual Workshop for SEC reporting professionals, using the SEC’s guidance discussed in our SEC 101 Reporting Essentials for Financial Professionals Workshop: Legal Foundations & SEC Research Tools or the SEC 101 Reporting Essentials for Lawyers Workshop: Legal Foundations & SEC Research Tools, you will build the practical knowledge base, skills and tools needed to draft and review the disclosures in Parts II, III & IV of the Form 10-K annual report, including the financial statements. [Please note that Business, Risk Factors & Part I Disclosures are addressed in the Form 10-K (Part One) Essentials Workshop and that MD&A is addressed in a separate Essentials Workshop]. Discussion will include the requirements from Regulation S-K for non-financial statement disclosures, the financial statement requirements of Regulation S-X, as well as the requirements from Staff Accounting Bulletins, Compliance and Disclosure Interpretations and other SEC reporting sources. Discussion will include evolving disclosure areas as well as frequent SEC comment areas for these sections of the Form 10-K. This is an interactive Workshop (via Zoom), and open discussion is encouraged to enhance and deepen the learning process.  The Workshop includes online access to PLI’s SEC Reporting Handbook. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443126 443126 185 G4652 2026-09-10T20:00:00Z 3:01:00 New York NY USA https://www.pli.edu/programs/form-10-k-part-two-financial-statements--parts-ii-iii--iv-disclosures-essentials-workshop/443131?tCode=WTC5_RSS01 Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Disclosures (Securities and other financial products) Form 10-K In this virtual Workshop for SEC reporting professionals, using the SEC’s guidance discussed in our SEC 101 Reporting Essentials for Financial Professionals Workshop: Legal Foundations & SEC Research Tools or the SEC 101 Reporting Essentials for Lawyers Workshop: Legal Foundations & SEC Research Tools, you will build the practical knowledge base, skills and tools needed to draft and review the disclosures in Parts II, III & IV of the Form 10-K annual report, including the financial statements. [Please note that Business, Risk Factors & Part I Disclosures are addressed in the Form 10-K (Part One) Essentials Workshop and that MD&A is addressed in a separate Essentials Workshop]. Discussion will include the requirements from Regulation S-K for non-financial statement disclosures, the financial statement requirements of Regulation S-X, as well as the requirements from Staff Accounting Bulletins, Compliance and Disclosure Interpretations and other SEC reporting sources. Discussion will include evolving disclosure areas as well as frequent SEC comment areas for these sections of the Form 10-K. This is an interactive Workshop (via Zoom), and open discussion is encouraged to enhance and deepen the learning process.  The Workshop includes online access to PLI’s SEC Reporting Handbook. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443131 443131 185 G4652 2026-12-15T21:00:00Z 3:01:00 New York NY USA https://www.pli.edu/programs/basics-of-the-federal-election-campaign-act-2026/473308?tCode=WTC5_RSS01 Political activity law Campaign finance Corporate political activity Lobbying (Political activity law) Political action committees In just one hour, this Briefing will provide you with a summary of the fundamentals of how the Federal Election Campaign Act (FECA) regulates campaign finance in U.S. elections.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473308 473308 83 G5868 2026-09-10T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/representing-children-in-immigration-matters/443972?tCode=WTC5_RSS01 Immigration and naturalization Litigation Public interest law and pro bono Attorneys and other advocates who represent children in immigration matters will learn about the current state of law and policy on Special Immigrant Juvenile Status (SIJS) and asylum and will reinforce their practice skills. Experienced faculty will examine problem-solving strategies for addressing issues that can arise in children’s cases. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443972 443972 20 G3143 2026-09-10T21:00:00Z 4:01:20 New York NY USA https://www.pli.edu/programs/representing-children-in-immigration-matters/443973?tCode=WTC5_RSS01 Immigration and naturalization Litigation Public interest law and pro bono Attorneys and other advocates who represent children in immigration matters will learn about the current state of law and policy on Special Immigrant Juvenile Status (SIJS) and asylum and will reinforce their practice skills. Experienced faculty will examine problem-solving strategies for addressing issues that can arise in children’s cases. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443973 443973 13 G3143 2026-09-10T21:00:00Z 4:01:20 New York NY USA https://www.pli.edu/programs/modern-patent-licensing/443026?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing License terms (Intellectual property) Practice skills (Intellectual property) Revamped for 2026! Patent licensing activities of all kinds (including bilateral licensing, portfolio cross-licensing, & patent pools) have been exploding. In addition to traditional patent licensing areas (semiconductors, phones, etc.), a big wave of patent monetization is now spreading into the “connected car” and IoT sectors as every good and service is becoming online, including across industries. This program will emphasize practical tips for structuring, negotiating, and drafting patent licenses, with strategies for both licensors and licensees. The program includes a corporate patent licensing experts panel featuring current and/or former in-house patent licensing executives. We will also feature updates on the latest legal developments from U.S, European and Japanese courts that are shaping (and in some cases, reshaping) patent licensing behavior. As a bonus, the program will also cover ethical issues in licensing negotiations. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443026 443026 3 G3192 2026-09-11T00:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/modern-patent-licensing/443027?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing License terms (Intellectual property) Practice skills (Intellectual property) Revamped for 2026! Patent licensing activities of all kinds (including bilateral licensing, portfolio cross-licensing, & patent pools) have been exploding. In addition to traditional patent licensing areas (semiconductors, phones, etc.), a big wave of patent monetization is now spreading into the “connected car” and IoT sectors as every good and service is becoming online, including across industries. This program will emphasize practical tips for structuring, negotiating, and drafting patent licenses, with strategies for both licensors and licensees. The program includes a corporate patent licensing experts panel featuring current and/or former in-house patent licensing executives. We will also feature updates on the latest legal developments from U.S, European and Japanese courts that are shaping (and in some cases, reshaping) patent licensing behavior. As a bonus, the program will also cover ethical issues in licensing negotiations. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443027 443027 13 G3192 2026-09-11T00:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/electronic-discovery-nuts--bolts/442692?tCode=WTC5_RSS01 Cybersecurity and data protection Discovery Electronic discovery Practice skills (Litigation) Pre-trial procedure This program will acquaint you with the basics of e-discovery law and practice. E-discovery permeates nearly every facet of litigation today, and attorneys tasked with meeting today’s complicated e-discovery requirements must recognize the nuances and technicalities involved. Join our faculty of experienced e-discovery practitioners to gain the tools and strategies to efficiently and competently navigate the e-discovery landscape. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442692 442692 3 G3008 2026-09-11T17:00:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/electronic-discovery-nuts--bolts/442693?tCode=WTC5_RSS01 Cybersecurity and data protection Discovery Electronic discovery Practice skills (Litigation) Pre-trial procedure This program will acquaint you with the basics of e-discovery law and practice. E-discovery permeates nearly every facet of litigation today, and attorneys tasked with meeting today’s complicated e-discovery requirements must recognize the nuances and technicalities involved. Join our faculty of experienced e-discovery practitioners to gain the tools and strategies to efficiently and competently navigate the e-discovery landscape. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442693 442693 13 G3008 2026-09-11T17:00:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/secondary-offerings/462598?tCode=WTC5_RSS01 Corporate finance Financial capital Securities filings and financial statements Securities offerings At this program, leading law firm, investment banking, and industry professionals will examine recent developments in the secondaries market, including market trends, transaction processes, pricing and valuation, secondaries fund financing, collateralized fund obligations (CFOs), NAV financings, continuation vehicles, emerging deal structures, and litigation developments affecting the industry. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462598 462598 3 G5758 2026-09-14T20:15:00Z 3:21:06 New York NY USA https://www.pli.edu/programs/secondary-offerings/462599?tCode=WTC5_RSS01 Corporate finance Financial capital Securities filings and financial statements Securities offerings At this program, leading law firm, investment banking, and industry professionals will examine recent developments in the secondaries market, including market trends, transaction processes, pricing and valuation, secondaries fund financing, collateralized fund obligations (CFOs), NAV financings, continuation vehicles, emerging deal structures, and litigation developments affecting the industry. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462599 462599 13 G5758 2026-09-14T20:15:00Z 3:21:06 New York NY USA https://www.pli.edu/programs/hot-issues-in-executive-compensation/444535?tCode=WTC5_RSS01 Corporate governance Corporate tax Executive compensation Employment agreements Employment litigation As the economy shifts and the legislature, SEC, and shareholders respond, the design, implementation and disclosure of executive compensation undergoes continual change. At this program, experts in the area will lead you through the emerging best practices and the current reactions to the changing landscape. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444535 444535 13 G3023 2026-09-15T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/hot-issues-in-executive-compensation/444534?tCode=WTC5_RSS01 Corporate governance Corporate tax Executive compensation Employment agreements Employment litigation As the economy shifts and the legislature, SEC, and shareholders respond, the design, implementation and disclosure of executive compensation undergoes continual change. At this program, experts in the area will lead you through the emerging best practices and the current reactions to the changing landscape. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444534 444534 3 G3023 2026-09-15T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/selecting-concepts-in-drafting-contracts/441851?tCode=WTC5_RSS01 Corporate law Corporate contracts Practice skills (Corporate law) Legal writing, drafting, and negotiation Practice skills (Securities and other financial products) The reduction to writing of an agreed-upon understanding among parties can sometimes be viewed as a cursory step in formalizing a business relationship. Yet the manner in which concepts are expressed on a page is often as important as the concepts themselves. Solid contract-drafting skills are therefore essential tools to any professional who deals with transactions or business relationships. Unfortunately, although contract counterparties might have the best of intentions, many contracts—even those drafted by experienced attorneys and those relating to the most prominent of transactions—are plagued with ambiguities, inconsistencies, unintended imprecision, and “bloat” from unnecessary legalese, rendering them confusing, risky, and potentially very costly.Select Concepts in Drafting Contracts: Analyzing Ambiguities and Contract Boilerplate builds upon PLI’s immensely popular Fundamental Concepts in Drafting Contracts. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441851 441851 13 G4897 2026-09-15T16:20:00Z 3:21:06 New York NY USA https://www.pli.edu/programs/selecting-concepts-in-drafting-contracts/441850?tCode=WTC5_RSS01 Corporate law Corporate contracts Practice skills (Corporate law) Legal writing, drafting, and negotiation Practice skills (Securities and other financial products) The reduction to writing of an agreed-upon understanding among parties can sometimes be viewed as a cursory step in formalizing a business relationship. Yet the manner in which concepts are expressed on a page is often as important as the concepts themselves. Solid contract-drafting skills are therefore essential tools to any professional who deals with transactions or business relationships. Unfortunately, although contract counterparties might have the best of intentions, many contracts—even those drafted by experienced attorneys and those relating to the most prominent of transactions—are plagued with ambiguities, inconsistencies, unintended imprecision, and “bloat” from unnecessary legalese, rendering them confusing, risky, and potentially very costly.Select Concepts in Drafting Contracts: Analyzing Ambiguities and Contract Boilerplate builds upon PLI’s immensely popular Fundamental Concepts in Drafting Contracts. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441850 441850 3 G4897 2026-09-15T16:20:00Z 3:21:06 New York NY USA https://www.pli.edu/programs/structured-debt-private-placements/469710?tCode=WTC5_RSS01 Banking and finance Private placement Financial services Securities and other financial products The institutional debt market continues to grow, and more highly customized instruments that provide funding for issuers or that provide a tailored return or specific exposure to investors are quite common. However, complex products often raise Investment Company Act, commodity pool, Volcker Rule, tax or other considerations that should be closely considered. In addition, from time to time, investors may be focused on investing in a debt security that benefits from a specific rating whether from an NRSRO or that would have a specific regulatory treatment, such as, in the case of insurance companies, from the NAIC.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469710 469710 83 G5839 2026-09-15T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/women-lawyers-in-leadership/442682?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias in law practice Gender roles and stereotypes in law practice Women in law practice Leadership skills (Career development) Join accomplished attorneys who have successfully navigated the path to leadership and hear their insights on overcoming institutional hurdles. Through practical guidance and candid discussion, participants will gain actionable strategies, valuable perspectives, and meaningful connections. Whether you are seeking new opportunities or preparing for a leadership role, this program will help you navigate challenges and position yourself for success. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442682 442682 3 G3074 2026-09-16T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/women-lawyers-in-leadership/442683?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias in law practice Gender roles and stereotypes in law practice Women in law practice Leadership skills (Career development) Join accomplished attorneys who have successfully navigated the path to leadership and hear their insights on overcoming institutional hurdles. Through practical guidance and candid discussion, participants will gain actionable strategies, valuable perspectives, and meaningful connections. Whether you are seeking new opportunities or preparing for a leadership role, this program will help you navigate challenges and position yourself for success. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442683 442683 13 G3074 2026-09-16T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/hot-topics-in-ai-cybersecurity-legal-and-regulatory-risks-of-chatbots/466850?tCode=WTC5_RSS01 Cybersecurity and data protection Data breach Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology Artificial intelligence The widespread deployment of chatbots has expanded attack surfaces for cyber-attacks, leading to several high-profile data breaches in the past year. Chatbots have also been at the center of recent regulatory actions and litigation. In May 2026, the Commonwealth of Pennsylvania filed a petition seeking to enjoin Character.ai from allegedly engaging in the unlawful practice of medicine. In March 2026, Nippon Life Insurance Company sued OpenAI for allegedly engaging in the unlicensed practice of law. These cybersecurity and legal risks have significant implications for effective, defensible AI governance. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466850 466850 83 G5803 2026-09-16T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/form-10-q-form-8-k-and-proxy-disclosures-sec-reporting-essentials-workshop/443173?tCode=WTC5_RSS01 Accounting and financial reporting Disclosures (Securities and other financial products) Form 10-Q Proxy statements Section 16 filings In this virtual Workshop for SEC reporting professionals, using the SEC’s guidance discussed in our SEC 101 Reporting Essentials for Financial Professionals Workshop: Legal Foundations & SEC Research Tools or the SEC 101 Reporting Essentials for Lawyers Workshop: Legal Foundations & SEC Research Tools, you will build the knowledge and skills needed to prepare and review Quarterly Reports on Form 10-Q. You will also review disclosures required in proxy statements for annual meetings and understand the requirements of Section 16 reporting. This is an interactive Workshop (via Zoom), and open discussion is encouraged to enhance and deepen the learning process.  The Workshop includes online access to PLI’s SEC Reporting Handbook. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443173 443173 185 G4189 2026-09-16T20:00:00Z 3:01:00 New York NY USA https://www.pli.edu/programs/representations-and-warranties-insurance-for-private-acquisitions-and-sales/469873?tCode=WTC5_RSS01 Acquisitions and dispositions Insurance claims Insurance policies R & W insurance Representations and warranties insurance (RWI) has become a mainstream tool in private M&A transactions, helping buyers and sellers fund the Seller’s indemnification obligations, reduce or eliminate the need to escrow a portion of the proceeds, and support cleaner deal execution. This One-Hour Briefing will provide a practical introduction to how RWI works, when it is most useful, what it typically covers and excludes, and how counsel can navigate underwriting, diligence, policy negotiation, and claims issues in private acquisitions and sales.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469873 469873 83 G5845 2026-09-16T20:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/corporate-political-activities/441966?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Corporate political activity Lobbying (Political activity law) Regulation, compliance, and enforcement (Political activity law) Rapidly evolving developments in federal and state lobbying, campaign finance, and ethics law create significant corporate compliance challenges, and if you practice in this field, it is critical to have the most up-to-date information at your fingertips. This comprehensive program, led by an expert faculty will walk you through the latest issues. From federal and state lobbying and pay-to-play laws to practical strategies for developing and running an effective compliance program, the program is a must-attend for attorneys and others representing PACs, lobbyists, corporations, trade and membership associations, unions, politically active individuals, and other political interest groups and activists. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441966 441966 13 G3035 2026-09-18T20:45:00Z 8:10:40 Washington DC USA https://www.pli.edu/programs/corporate-political-activities/441965?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Corporate political activity Lobbying (Political activity law) Regulation, compliance, and enforcement (Political activity law) Rapidly evolving developments in federal and state lobbying, campaign finance, and ethics law create significant corporate compliance challenges, and if you practice in this field, it is critical to have the most up-to-date information at your fingertips. This comprehensive program, led by an expert faculty will walk you through the latest issues. From federal and state lobbying and pay-to-play laws to practical strategies for developing and running an effective compliance program, the program is a must-attend for attorneys and others representing PACs, lobbyists, corporations, trade and membership associations, unions, politically active individuals, and other political interest groups and activists. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441965 441965 3 G3035 2026-09-18T20:45:00Z 8:10:40 Washington DC USA https://www.pli.edu/programs/life-sciences/444314?tCode=WTC5_RSS01 Health care Life sciences This program offers a practical look at recent legal and regulatory developments and issues shaping the drug and device industries, from changes to FDA policies and practices to AI governance strategies for effective AI use in the life sciences industry to pharmaceutical and medical device coverage and reimbursement, enforcement trends, and effective compliance programs and investigations in the current environment. Join our expert faculty of life sciences practitioners, in-house counsel, and educators, as they examine the current state of life sciences law and what the future might hold and understand emerging issues, gain practical insights, and stay ahead on the many developments in this space.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444314 444314 3 G3248 2026-09-17T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/life-sciences/444315?tCode=WTC5_RSS01 Health care Life sciences This program offers a practical look at recent legal and regulatory developments and issues shaping the drug and device industries, from changes to FDA policies and practices to AI governance strategies for effective AI use in the life sciences industry to pharmaceutical and medical device coverage and reimbursement, enforcement trends, and effective compliance programs and investigations in the current environment. Join our expert faculty of life sciences practitioners, in-house counsel, and educators, as they examine the current state of life sciences law and what the future might hold and understand emerging issues, gain practical insights, and stay ahead on the many developments in this space.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444315 444315 13 G3248 2026-09-17T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/mda-sec-reporting-essentials-workshop/443158?tCode=WTC5_RSS01 Accounting and financial reporting Financial reporting (Accounting and financial reporting) Disclosures (Securities and other financial products) Management discussion and analysis In this virtual Workshop for SEC reporting professionals, using the SEC’s guidance discussed in our SEC 101 Reporting Essentials for Financial Professionals Workshop: Legal Foundations & SEC Research Tools or the SEC 101 Reporting Essentials for Lawyers Workshop: Legal Foundations & SEC Research Tools, you will learn the knowledge base, skills and tools required to prepare or review MD&A. Discussion will include the key principles and objectives of MD&A and the key sources of MD&A guidance. Numerous examples will be presented and discussed to demonstrate MD&A disclosure challenges. Discussion will include frequent MD&A SEC comment areas. This is an interactive Workshop (via Zoom), and open discussion is encouraged to enhance and deepen the learning process.  The Workshop includes online access to PLI’s SEC Reporting Handbook. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443158 443158 185 G4188 2026-09-17T20:00:00Z 3:01:00 New York NY USA https://www.pli.edu/programs/time-limited-snap-eligibility-able-bodied-adults-without-dependents-and-others/473475?tCode=WTC5_RSS01 Public benefits Supplemental Nutrition Assistance Program Public interest law and pro bono The Supplemental Nutrition Assistance Program (“SNAP”) is the largest single anti-hunger program in the United States. In 2025, more than 40 million Americans received SNAP to help purchase food. For individuals identified as able-bodied adults without dependents (“ABAWDs”), SNAP benefits have been limited to three months in a three-year period unless the individual satisfies an exemption from the time limit or meets work requirements. Statutory changes to the ABAWD portions of the SNAP Act that were part of the One Big Beautiful Bill (“OBBB”) in 2025 have expanded who is subject to this time limit and who can be exempted. The changes also impact when states can get a waiver from the ABAWD time limit, making many more people subject to the time limit. Expansion of the time limit on SNAP benefits puts many more people at risk of losing their benefits as they face this complex and confusing rule and related work requirements. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473475 473475 83 G5872 2026-09-17T20:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/cybersecurity-ai-governance-and-export-controls-in-the-space-sector/473766?tCode=WTC5_RSS01 Cybersecurity and data protection Export controls Aviation law Technology Artificial intelligence As the space and satellite sector enters a new era of rapid commercial expansion and heightened geopolitical exposure, space operators and their counsel are confronted with evolving cyber threats, emerging AI governance challenges, and increasingly complex trade compliance obligations. State-sponsored cyberattacks, GPS jamming, ransomware, and supply chain compromises threaten satellites, space systems, and the critical infrastructure that relies on their services. At the same time, the use of AI raises new governance and compliance questions, while export controls and other trade restrictions complicate the cross-border transfer of technologies, components, software, and data crucial to the space industry.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473766 473766 83 G5876 2026-09-18T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/esg-considerations-for-asset-managersthe-emerging-regulatory-framework-applying-to-investment-funds-and-investment-advisers/441730?tCode=WTC5_RSS01 Asset management Employee benefit plans Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) ESG (Securities and other financial products) The sustainable investing and climate-risk landscape has been transformed. Federal regulatory support has retreated, anti-ESG legislation has proliferated at the state level, fiduciary framing has shifted, and the terminology itself has become politically charged. Yet investor demand for climate-conscious, sustainability-oriented, faith-based, values-based, transition, and other thematic strategies persists — as does the legal and compliance complexity confronting asset managers on both sides of the debate. Claims about ESG, sustainability, climate risk, transition investing, or values-based mandates may attract regulatory, litigation, political, reputational, or investor scrutiny. At the same time, retreating from prior commitments, changing terminology, or narrowing disclosures can itself create risk if communications are inconsistent with investment processes, stewardship practices, or investor expectations.This program cuts through the noise. It is designed for legal and compliance professionals advising investment advisers, registered funds, private funds, institutional managers, and plan fiduciaries. It focuses on where things actually stand — what funds are being offered, what is required, what is permitted, what is risky, and how to counsel clients operating in a fragmented, high-scrutiny environment.We will begin with a review of the current fund landscape, including the types of sustainability-related and climate-focused strategies that managers are offering and how those products are being described, marketed, and monitored. It will then turn to foundational legal issues, including fiduciary duties, materiality, disclosure, and defensibility. The final panel will focus on state and governmental plans, where fiduciary obligations, political scrutiny, state-law constraints, investment policy requirements, and public accountability create special challenges. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441730 441730 13 G4396 2026-09-18T20:20:00Z 3:21:06 New York NY USA https://www.pli.edu/programs/mental-health-issues--the-new-york-state-courts/442410?tCode=WTC5_RSS01 Mental health Criminal litigation Public interest law and pro bono Navigating services for youth who become involved with the criminal legal system can present unique challenges to families, service providers, and legal professionals. When that involvement is overlayed with juvenile delinquency petitions and questions about competency, moving forward with case processing while supporting a youth can be even more daunting. The purpose of this training is to educate legal professionals on the statutory scheme that guides competency issues in New York State and inform legal and other cross-system partners on responses to competency orders and services that best support youth with behavioral health needs who become justice-involved. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442410 442410 20 G3065 2026-09-18T21:00:00Z 4:01:20 New York NY USA https://www.pli.edu/programs/mental-health-issues--the-new-york-state-courts/442411?tCode=WTC5_RSS01 Mental health Criminal litigation Public interest law and pro bono Navigating services for youth who become involved with the criminal legal system can present unique challenges to families, service providers, and legal professionals. When that involvement is overlayed with juvenile delinquency petitions and questions about competency, moving forward with case processing while supporting a youth can be even more daunting. The purpose of this training is to educate legal professionals on the statutory scheme that guides competency issues in New York State and inform legal and other cross-system partners on responses to competency orders and services that best support youth with behavioral health needs who become justice-involved. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442411 442411 13 G3065 2026-09-18T21:00:00Z 4:01:20 New York NY USA https://www.pli.edu/programs/hot-topics-in-mergers--acquisitions/441799?tCode=WTC5_RSS01 Corporate law Mergers and acquisitions M & A agreements Public companies Regulation, compliance, and enforcement (Corporate law) What is driving the current market? How has the current M&A market affected strategics and approaches to dealmaking? How should companies be preparing for changes under the new administration? Join our expert faculty of lawyers, general counsels, and investment bankers as we explore the current state of M&A and the trends you, and your clients, need to be aware of for the year ahead. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441799 441799 3 G3024 2026-09-22T20:15:00Z 7:17:25 New York NY USA https://www.pli.edu/programs/hot-topics-in-mergers--acquisitions/441800?tCode=WTC5_RSS01 Corporate law Mergers and acquisitions M & A agreements Public companies Regulation, compliance, and enforcement (Corporate law) What is driving the current market? How has the current M&A market affected strategics and approaches to dealmaking? How should companies be preparing for changes under the new administration? Join our expert faculty of lawyers, general counsels, and investment bankers as we explore the current state of M&A and the trends you, and your clients, need to be aware of for the year ahead. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441800 441800 13 G3024 2026-09-22T20:15:00Z 7:17:25 New York NY USA https://www.pli.edu/programs/shareholder-activism-the-old-the-new-and-the-unexpected/442809?tCode=WTC5_RSS01 Shareholders (Corporate governance) Activist shareholders Over the last decade, shareholder activism levels have been on the rise. Given the current turbulence affecting domestic and foreign markets, this is expected to continue. This program is designed to provide participants, whether on the activist or defense side, expert analysis and practical insights to help navigate upcoming proxy seasons with lessons learned from seasons past.  Participants will hear from lawyers, investment bankers, proxy solicitors and PR specialists who advise clients on activism matters ranging from preparation to proxy contests, and everything in between. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442809 442809 3 G5453 2026-09-22T20:45:00Z 7:47:35 New York NY USA https://www.pli.edu/programs/shareholder-activism-the-old-the-new-and-the-unexpected/442810?tCode=WTC5_RSS01 Shareholders (Corporate governance) Activist shareholders Over the last decade, shareholder activism levels have been on the rise. Given the current turbulence affecting domestic and foreign markets, this is expected to continue. This program is designed to provide participants, whether on the activist or defense side, expert analysis and practical insights to help navigate upcoming proxy seasons with lessons learned from seasons past.  Participants will hear from lawyers, investment bankers, proxy solicitors and PR specialists who advise clients on activism matters ranging from preparation to proxy contests, and everything in between. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442810 442810 13 G5453 2026-09-22T20:45:00Z 7:47:35 New York NY USA https://www.pli.edu/programs/ethical-issues-in-california-pro-bono-representation/444514?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Litigation Public interest law and pro bono Practice skills (Public interest law and pro bono) While the ethical obligations of pro bono legal practice are no different than a commercial law practice, there are practical considerations regarding eligibility of clients, challenging clients, conflicts (similar in theory, different in practice settings), expectations on both sides, case management responsibility, and different delivery models, such as limited scope representation, that cause many professionals to hesitate to offer pro bono legal services. This program is designed to answer questions regarding the ethical obligations of pro bono legal service, encourage attorneys to engage in this professionally rewarding aspect of law practice, and remove ambiguities that are barriers to engaging in pro bono legal services. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444514 444514 20 G3044 2026-09-22T19:35:00Z 3:36:11 San Francisco CA USA https://www.pli.edu/programs/ethical-issues-in-california-pro-bono-representation/444515?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Litigation Public interest law and pro bono Practice skills (Public interest law and pro bono) While the ethical obligations of pro bono legal practice are no different than a commercial law practice, there are practical considerations regarding eligibility of clients, challenging clients, conflicts (similar in theory, different in practice settings), expectations on both sides, case management responsibility, and different delivery models, such as limited scope representation, that cause many professionals to hesitate to offer pro bono legal services. This program is designed to answer questions regarding the ethical obligations of pro bono legal service, encourage attorneys to engage in this professionally rewarding aspect of law practice, and remove ambiguities that are barriers to engaging in pro bono legal services. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444515 444515 13 G3044 2026-09-22T19:35:00Z 3:36:11 San Francisco CA USA https://www.pli.edu/programs/applied-accounting-and-financial-reporting-practice-for-in-house-attorneys-part-three-complex-reporting-issues-and-the-role-of-auditors-2026/470554?tCode=WTC5_RSS01 Accounting and financial reporting Auditors Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Securities and other financial products When evaluating the reliability of financial information provided by customers, potential merger partners and others, understanding the role of the auditor is crucial for in-house attorneys. In particular, understanding the difference between levels of assurance in audit, review, and compilation reports can be complex. In addition, a key skill in this regard is being able to review notes to the financial statements to find potential red flag areas. Please join faculty as they explore key tools to understand and effectively use audit reports and related disclosures to assess risk and make more effective business decisions. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470554 470554 195 G5852 2026-09-22T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/blockchain-2.0/444307?tCode=WTC5_RSS01 Banking and finance Information technology (Financial services) Securities and other financial products Blockchain In this Decentralized Finance Law Forum, you will gain practical insight into the legal and regulatory developments shaping decentralized finance (DeFi) and digital money including DeFi and payment stablecoins. The program covers legislative and regulatory trends, market structure shifts and case studies addressing the legal ethics challenges that arise in this space. Drawing on emerging industry frameworks for stablecoin governance and DeFi compliance, this program translates policy developments into operational guidance for legal practitioners. Expert practitioners, law firm specialists, policy leaders and others will share what you need to know about how digital asset developments are challenging legal norms and driving change in digital finance requirements. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444307 444307 3 G3145 2026-09-23T17:30:00Z 4:31:30 New York NY USA https://www.pli.edu/programs/blockchain-2.0/444308?tCode=WTC5_RSS01 Banking and finance Information technology (Financial services) Securities and other financial products Blockchain In this Decentralized Finance Law Forum, you will gain practical insight into the legal and regulatory developments shaping decentralized finance (DeFi) and digital money including DeFi and payment stablecoins. The program covers legislative and regulatory trends, market structure shifts and case studies addressing the legal ethics challenges that arise in this space. Drawing on emerging industry frameworks for stablecoin governance and DeFi compliance, this program translates policy developments into operational guidance for legal practitioners. Expert practitioners, law firm specialists, policy leaders and others will share what you need to know about how digital asset developments are challenging legal norms and driving change in digital finance requirements. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444308 444308 13 G3145 2026-09-23T17:30:00Z 4:31:30 New York NY USA https://www.pli.edu/programs/aerospace-defense-industry-and-government-equity-stakes/475265?tCode=WTC5_RSS01 Government contracts Information privacy (Cybersecurity and data protection) Securities and other financial products Equity instruments Technology The U.S. government has recently made a number of high-profile, novel investments in private companies with a focus on building out the defense industrial base and ramping up supplies of critical rare earth minerals, munitions, and other priority items tied to national defense objectives. This program will explore key legal and practical considerations for companies and their counsel related to government investments. The panel will address the government’s goals and priorities related to such investments and the primary statutory tools it is relying on. It will also review key terms of investments, to the extent those are publicly available. The program will also discuss certain considerations in connection with exploring a potential investment by the U.S. government. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475265 475265 83 G5780 2026-09-23T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/cybersecurity/442103?tCode=WTC5_RSS01 Cybersecurity and data protection Data breach Information privacy (Cybersecurity and data protection) Senior management and boards of directors alike often rank cybersecurity as an issue of the highest concern. For good reason -- cyber attacks continue to wreak havoc on organizations in every industry and every country around the world. From governments to health care entities and retailers, cyber criminals have made it clear that no entity is immune. Particularly with attacks on the supply chain and ubiquitous service providers, every organization is vulnerable. In today’s interconnected world, cybercrime targets go beyond those that maintain personal information; many entities have been targets due to the confidential business information they hold about themselves and their business partners. Media reports of the staggering number of sophisticated cyber attacks attest to an upward trend in cybercrime, and the events of the last few years have dwarfed earlier hacking incidents. At the same time, there has been significant activity by the U.S. government to take measures designed to prevent or mitigate cybersecurity incidents. The European Union, UK and other international law enforcement authorities and regulators also have taken significant action to respond to the serious threat posed by cyber criminals. To keep up with the rapidly evolving legal landscape in this field, companies need to be informed not only about the risks they face, but also about policy pronouncements and legislation that could affect how they do business. A thorough understanding of this area is critical for all companies given that every organization may end up in cyber attackers’ crosshairs. Every entity, regardless of size, needs to consider strategies to confront these sophisticated and persistent threats.The multiple challenges posed by cybersecurity issues demand an interdisciplinary approach. Please join us for a robust discussion of the future of cybersecurity with leading experts in the field including law enforcement authorities, regulators, Chief Information Security Officers, cybersecurity lawyers and forensic experts. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442103 442103 13 G3171 2026-11-17T01:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/cybersecurity/442096?tCode=WTC5_RSS01 Cybersecurity and data protection Data breach Information privacy (Cybersecurity and data protection) Senior management and boards of directors alike often rank cybersecurity as an issue of the highest concern. For good reason -- cyber attacks continue to wreak havoc on organizations in every industry and every country around the world. From governments to health care entities and retailers, cyber criminals have made it clear that no entity is immune. Particularly with attacks on the supply chain and ubiquitous service providers, every organization is vulnerable. In today’s interconnected world, cybercrime targets go beyond those that maintain personal information; many entities have been targets due to the confidential business information they hold about themselves and their business partners. Media reports of the staggering number of sophisticated cyber attacks attest to an upward trend in cybercrime, and the events of the last few years have dwarfed earlier hacking incidents. At the same time, there has been significant activity by the U.S. government to take measures designed to prevent or mitigate cybersecurity incidents. The European Union, UK and other international law enforcement authorities and regulators also have taken significant action to respond to the serious threat posed by cyber criminals. To keep up with the rapidly evolving legal landscape in this field, companies need to be informed not only about the risks they face, but also about policy pronouncements and legislation that could affect how they do business. A thorough understanding of this area is critical for all companies given that every organization may end up in cyber attackers’ crosshairs. Every entity, regardless of size, needs to consider strategies to confront these sophisticated and persistent threats.The multiple challenges posed by cybersecurity issues demand an interdisciplinary approach. Please join us for a robust discussion of the future of cybersecurity with leading experts in the field including law enforcement authorities, regulators, Chief Information Security Officers, cybersecurity lawyers and forensic experts. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442096 442096 13 G3171 2026-09-23T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/cybersecurity/442095?tCode=WTC5_RSS01 Cybersecurity and data protection Data breach Information privacy (Cybersecurity and data protection) Senior management and boards of directors alike often rank cybersecurity as an issue of the highest concern. For good reason -- cyber attacks continue to wreak havoc on organizations in every industry and every country around the world. From governments to health care entities and retailers, cyber criminals have made it clear that no entity is immune. Particularly with attacks on the supply chain and ubiquitous service providers, every organization is vulnerable. In today’s interconnected world, cybercrime targets go beyond those that maintain personal information; many entities have been targets due to the confidential business information they hold about themselves and their business partners. Media reports of the staggering number of sophisticated cyber attacks attest to an upward trend in cybercrime, and the events of the last few years have dwarfed earlier hacking incidents. At the same time, there has been significant activity by the U.S. government to take measures designed to prevent or mitigate cybersecurity incidents. The European Union, UK and other international law enforcement authorities and regulators also have taken significant action to respond to the serious threat posed by cyber criminals. To keep up with the rapidly evolving legal landscape in this field, companies need to be informed not only about the risks they face, but also about policy pronouncements and legislation that could affect how they do business. A thorough understanding of this area is critical for all companies given that every organization may end up in cyber attackers’ crosshairs. Every entity, regardless of size, needs to consider strategies to confront these sophisticated and persistent threats.The multiple challenges posed by cybersecurity issues demand an interdisciplinary approach. Please join us for a robust discussion of the future of cybersecurity with leading experts in the field including law enforcement authorities, regulators, Chief Information Security Officers, cybersecurity lawyers and forensic experts. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442095 442095 3 G3171 2026-11-17T01:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/cybersecurity/442091?tCode=WTC5_RSS01 Cybersecurity and data protection Data breach Information privacy (Cybersecurity and data protection) Senior management and boards of directors alike often rank cybersecurity as an issue of the highest concern. For good reason -- cyber attacks continue to wreak havoc on organizations in every industry and every country around the world. From governments to health care entities and retailers, cyber criminals have made it clear that no entity is immune. Particularly with attacks on the supply chain and ubiquitous service providers, every organization is vulnerable. In today’s interconnected world, cybercrime targets go beyond those that maintain personal information; many entities have been targets due to the confidential business information they hold about themselves and their business partners. Media reports of the staggering number of sophisticated cyber attacks attest to an upward trend in cybercrime, and the events of the last few years have dwarfed earlier hacking incidents. At the same time, there has been significant activity by the U.S. government to take measures designed to prevent or mitigate cybersecurity incidents. The European Union, UK and other international law enforcement authorities and regulators also have taken significant action to respond to the serious threat posed by cyber criminals. To keep up with the rapidly evolving legal landscape in this field, companies need to be informed not only about the risks they face, but also about policy pronouncements and legislation that could affect how they do business. A thorough understanding of this area is critical for all companies given that every organization may end up in cyber attackers’ crosshairs. Every entity, regardless of size, needs to consider strategies to confront these sophisticated and persistent threats.The multiple challenges posed by cybersecurity issues demand an interdisciplinary approach. Please join us for a robust discussion of the future of cybersecurity with leading experts in the field including law enforcement authorities, regulators, Chief Information Security Officers, cybersecurity lawyers and forensic experts. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442091 442091 3 G3171 2026-09-23T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/securities-law-in-asia/444555?tCode=WTC5_RSS01 Corporate finance Regulation, compliance, and enforcement (Corporate law) International trade Regulation, compliance, and enforcement (Securities and other financial products) PLI’s Tenth Annual Institute on Corporate & Securities Law in Asia will be a highlight in the legal education calendar in Hong Kong and Asia more broadly. Our faculty will be comprised of leading legal corporate and securities practitioners at global and Asian law firms and in-house legal departments. They will be joined by key government representatives and other regulators, as well as prominent banking professionals. Together our faculty will provide timely, practical guidance on the most critical issues facing corporate and securities law practitioners and their clients in Asia today, including the business drivers and trends that are influencing lawmakers and regulators and their approaches to enforcement. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444555 444555 3 G3125 2026-09-25T09:30:00Z 8:50:53 Hong Kong https://www.pli.edu/programs/consumer-financial-services-institute/440488?tCode=WTC5_RSS01 Consumer finance Financial services Financial services litigation 2026 marks the 31st year of this exceptional program, which, by bringing together speakers with consumer, regulatory and industry perspectives, is considered the premier consumer financial services CLE program in the country.2026 has continued the trend that began in 2025 for the consumer finance industry, with the administration change in Washington bringing about dramatic changes in federal regulatory activity and priorities. At the same time, states are reacting to these developments through legislative and regulatory initiatives that seem likely to intensify over the next few years. Practitioners and industry participants are left to guess at what the new regulatory landscape means in terms of practical compliance considerations, and our program is designed to shed light on this important topic.The volume of private litigation, particularly focused on deposit account issues, credit reporting, debt collection, and data privacy and security also remains high, with evolving changes based on recent jurisprudence, including from the Supreme Court.This popular 1.5-day event brings together faculty representing a wide range of perspectives ranging from federal and state regulatory and enforcement agency representatives to experienced plaintiffs', defense, in house counsel and consumer advocates who will bring you up to speed on what they are focusing on now and the areas in which the risk of private litigation, including mass arbitrations, and class actions, remains high. They will focus on how the complex network of federal and state laws applies to the broad range of consumer financial services, including credit products, deposit accounts, payments, and consumer reporting and consumer data.  Join us and our esteemed faculty for an insightful review of the most current financial services issues.This event is the second of three complementary events PLI is offering in 2026, all of which are suitable for attendees at all levels. Consumer Financial Services Fundamentals 2026 provides an introduction to the series and is currently available on demand at www.pli.edu, and Consumer Financial Services 2026: Highlights will take place via Live Webcast on December 8, 2026. We hope you will attend all three! Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440488 440488 3 G3254 2026-09-25T17:30:00Z 3:39:10 Chicago IL USA https://www.pli.edu/programs/consumer-financial-services-institute/440489?tCode=WTC5_RSS01 Consumer finance Financial services Financial services litigation 2026 marks the 31st year of this exceptional program, which, by bringing together speakers with consumer, regulatory and industry perspectives, is considered the premier consumer financial services CLE program in the country.2026 has continued the trend that began in 2025 for the consumer finance industry, with the administration change in Washington bringing about dramatic changes in federal regulatory activity and priorities. At the same time, states are reacting to these developments through legislative and regulatory initiatives that seem likely to intensify over the next few years. Practitioners and industry participants are left to guess at what the new regulatory landscape means in terms of practical compliance considerations, and our program is designed to shed light on this important topic.The volume of private litigation, particularly focused on deposit account issues, credit reporting, debt collection, and data privacy and security also remains high, with evolving changes based on recent jurisprudence, including from the Supreme Court.This popular 1.5-day event brings together faculty representing a wide range of perspectives ranging from federal and state regulatory and enforcement agency representatives to experienced plaintiffs', defense, in house counsel and consumer advocates who will bring you up to speed on what they are focusing on now and the areas in which the risk of private litigation, including mass arbitrations, and class actions, remains high. They will focus on how the complex network of federal and state laws applies to the broad range of consumer financial services, including credit products, deposit accounts, payments, and consumer reporting and consumer data.  Join us and our esteemed faculty for an insightful review of the most current financial services issues.This event is the second of three complementary events PLI is offering in 2026, all of which are suitable for attendees at all levels. Consumer Financial Services Fundamentals 2026 provides an introduction to the series and is currently available on demand at www.pli.edu, and Consumer Financial Services 2026: Highlights will take place via Live Webcast on December 8, 2026. We hope you will attend all three! Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440489 440489 13 G3254 2026-09-25T17:30:00Z 3:39:10 Chicago IL USA https://www.pli.edu/programs/the-franchise-you-didnt-know-you-had/473958?tCode=WTC5_RSS01 Corporate contracts License agreements (Corporate contracts) Intellectual property Trademarks Intellectual property licensing Not every franchise looks like a franchise, and that is where some of the most significant legal issues begin. Because franchise issues are not always on the radar of dealer lawyers, in-house counsel, or even experienced IP attorneys, they frequently go undetected during deal structuring and diligence, and the early stages of subsequent disputes. This program will explore practical strategies for structuring and documenting commercial relationships to avoid unintended franchise consequences, including arrangements that may be deemed franchises despite the parties’ contrary expectations. It will also highlight how franchise laws can be leveraged both offensively and defensively in dispute-resolution settings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473958 473958 83 G5878 2026-09-24T20:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/sec-reporting--fasb-forum-for-mid-sized--smaller-companies/443755?tCode=WTC5_RSS01 Accounting and financial reporting Accounting standards Financial reporting (Accounting and financial reporting) Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Mid-sized and smaller reporting companies need to keep pace with the reporting landscape as changes are anticipated under the current administration. Attendees will learn about the standard-setting agendas of the FASB and PCAOB, and will hear updates on rulemaking, interpretive guidance, frequent comment areas and enforcement actions emanating from the SEC. In addition, we have a panel on ethical challenges which qualifies for ethics credit for CPE purposes. Our expert faculty will provide practical approaches to new and complex accounting and disclosure requirements. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443755 443755 183 G3066 2026-09-25T21:00:00Z 8:15:41 New York NY USA https://www.pli.edu/programs/sec-reporting--fasb-forum-for-mid-sized--smaller-companies/443837?tCode=WTC5_RSS01 Accounting and financial reporting Accounting standards Financial reporting (Accounting and financial reporting) Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Mid-sized and smaller reporting companies need to keep pace with the reporting landscape as changes are anticipated under the current administration. Attendees will learn about the standard-setting agendas of the FASB and PCAOB, and will hear updates on rulemaking, interpretive guidance, frequent comment areas and enforcement actions emanating from the SEC. In addition, we have a panel on ethical challenges which qualifies for ethics credit for CPE purposes. Our expert faculty will provide practical approaches to new and complex accounting and disclosure requirements. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443837 443837 202 G3066 2026-09-25T21:00:00Z 8:15:41 New York NY USA https://www.pli.edu/programs/pocket-mba/442780?tCode=WTC5_RSS01 Accounting and financial reporting Banking and finance Securities and other financial products Pocket MBA is not just another CLE seminar, it's an educational experience crafted to empower professionals like you. Imagine confidently deciphering business strategies, mastering accounting fundamentals, and speaking the language of auditors, bankers, and investors. Whether you're an attorney or a professional eager to bridge the gap between law and finance, Pocket MBA will deliver practical, actionable insights that you can immediately apply to your practice regardless of your level of experience. If you've ever felt uncertain about navigating financial concepts, this program is designed to demystify them and make you a standout in your field.What makes Pocket MBA stand out? It's been thoughtfully updated to spotlight today’s hottest financial topics. You'll learn from a dynamic panel of accounting experts, economists, and practicing attorneys who will not only share foundational concepts but also reveal real-world lessons and insider guidance from their careers. Over two immersive days, you'll explore everything from interpreting financial statements to understanding economic principles in litigation, gaining a comprehensive and practical toolkit for tackling legal and business challenges. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442780 442780 3 G3217 2026-10-07T22:00:00Z 8:10:40 Chicago IL USA https://www.pli.edu/programs/pocket-mba/442791?tCode=WTC5_RSS01 Accounting and financial reporting Banking and finance Securities and other financial products Pocket MBA is not just another CLE seminar, it's an educational experience crafted to empower professionals like you. Imagine confidently deciphering business strategies, mastering accounting fundamentals, and speaking the language of auditors, bankers, and investors. Whether you're an attorney or a professional eager to bridge the gap between law and finance, Pocket MBA will deliver practical, actionable insights that you can immediately apply to your practice regardless of your level of experience. If you've ever felt uncertain about navigating financial concepts, this program is designed to demystify them and make you a standout in your field.What makes Pocket MBA stand out? It's been thoughtfully updated to spotlight today’s hottest financial topics. You'll learn from a dynamic panel of accounting experts, economists, and practicing attorneys who will not only share foundational concepts but also reveal real-world lessons and insider guidance from their careers. Over two immersive days, you'll explore everything from interpreting financial statements to understanding economic principles in litigation, gaining a comprehensive and practical toolkit for tackling legal and business challenges. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442791 442791 13 G3217 2026-11-20T22:00:00Z 8:10:40 New York NY USA https://www.pli.edu/programs/pocket-mba/442790?tCode=WTC5_RSS01 Accounting and financial reporting Banking and finance Securities and other financial products Pocket MBA is not just another CLE seminar, it's an educational experience crafted to empower professionals like you. Imagine confidently deciphering business strategies, mastering accounting fundamentals, and speaking the language of auditors, bankers, and investors. Whether you're an attorney or a professional eager to bridge the gap between law and finance, Pocket MBA will deliver practical, actionable insights that you can immediately apply to your practice regardless of your level of experience. If you've ever felt uncertain about navigating financial concepts, this program is designed to demystify them and make you a standout in your field.What makes Pocket MBA stand out? It's been thoughtfully updated to spotlight today’s hottest financial topics. You'll learn from a dynamic panel of accounting experts, economists, and practicing attorneys who will not only share foundational concepts but also reveal real-world lessons and insider guidance from their careers. Over two immersive days, you'll explore everything from interpreting financial statements to understanding economic principles in litigation, gaining a comprehensive and practical toolkit for tackling legal and business challenges. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442790 442790 3 G3217 2026-11-20T22:00:00Z 8:10:40 New York NY USA https://www.pli.edu/programs/pocket-mba/442770?tCode=WTC5_RSS01 Accounting and financial reporting Banking and finance Securities and other financial products Pocket MBA is not just another CLE seminar, it's an educational experience crafted to empower professionals like you. Imagine confidently deciphering business strategies, mastering accounting fundamentals, and speaking the language of auditors, bankers, and investors. Whether you're an attorney or a professional eager to bridge the gap between law and finance, Pocket MBA will deliver practical, actionable insights that you can immediately apply to your practice regardless of your level of experience. If you've ever felt uncertain about navigating financial concepts, this program is designed to demystify them and make you a standout in your field.What makes Pocket MBA stand out? It's been thoughtfully updated to spotlight today’s hottest financial topics. You'll learn from a dynamic panel of accounting experts, economists, and practicing attorneys who will not only share foundational concepts but also reveal real-world lessons and insider guidance from their careers. Over two immersive days, you'll explore everything from interpreting financial statements to understanding economic principles in litigation, gaining a comprehensive and practical toolkit for tackling legal and business challenges. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442770 442770 13 G3217 2026-09-26T00:00:00Z 8:10:40 San Francisco CA USA https://www.pli.edu/programs/pocket-mba/442781?tCode=WTC5_RSS01 Accounting and financial reporting Banking and finance Securities and other financial products Pocket MBA is not just another CLE seminar, it's an educational experience crafted to empower professionals like you. Imagine confidently deciphering business strategies, mastering accounting fundamentals, and speaking the language of auditors, bankers, and investors. Whether you're an attorney or a professional eager to bridge the gap between law and finance, Pocket MBA will deliver practical, actionable insights that you can immediately apply to your practice regardless of your level of experience. If you've ever felt uncertain about navigating financial concepts, this program is designed to demystify them and make you a standout in your field.What makes Pocket MBA stand out? It's been thoughtfully updated to spotlight today’s hottest financial topics. You'll learn from a dynamic panel of accounting experts, economists, and practicing attorneys who will not only share foundational concepts but also reveal real-world lessons and insider guidance from their careers. Over two immersive days, you'll explore everything from interpreting financial statements to understanding economic principles in litigation, gaining a comprehensive and practical toolkit for tackling legal and business challenges. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442781 442781 13 G3217 2026-10-07T22:00:00Z 8:10:40 Chicago IL USA https://www.pli.edu/programs/pocket-mba/442757?tCode=WTC5_RSS01 Accounting and financial reporting Banking and finance Securities and other financial products Pocket MBA is not just another CLE seminar, it's an educational experience crafted to empower professionals like you. Imagine confidently deciphering business strategies, mastering accounting fundamentals, and speaking the language of auditors, bankers, and investors. Whether you're an attorney or a professional eager to bridge the gap between law and finance, Pocket MBA will deliver practical, actionable insights that you can immediately apply to your practice regardless of your level of experience. If you've ever felt uncertain about navigating financial concepts, this program is designed to demystify them and make you a standout in your field.What makes Pocket MBA stand out? It's been thoughtfully updated to spotlight today’s hottest financial topics. You'll learn from a dynamic panel of accounting experts, economists, and practicing attorneys who will not only share foundational concepts but also reveal real-world lessons and insider guidance from their careers. Over two immersive days, you'll explore everything from interpreting financial statements to understanding economic principles in litigation, gaining a comprehensive and practical toolkit for tackling legal and business challenges. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442757 442757 3 G3217 2026-09-26T00:00:00Z 8:10:40 San Francisco CA USA https://www.pli.edu/programs/intellectual-property-law-institute/444148?tCode=WTC5_RSS01 Intellectual property Trademarks Patents Trade secrets Copyright PLI’s Intellectual Property Law Institute is a “must-attend” program for IP lawyers. This program provides a complete analysis of key events in all areas of IP, providing updates on cases, legislation, and government agency developments that all IP lawyers need to know.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444148 444148 3 G3057 2026-10-21T00:00:00Z 8:25:45 San Francisco CA USA https://www.pli.edu/programs/intellectual-property-law-institute/444144?tCode=WTC5_RSS01 Intellectual property Trademarks Patents Trade secrets Copyright PLI’s Intellectual Property Law Institute is a “must-attend” program for IP lawyers. This program provides a complete analysis of key events in all areas of IP, providing updates on cases, legislation, and government agency developments that all IP lawyers need to know.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444144 444144 13 G3057 2026-09-29T21:00:00Z 8:25:45 New York NY USA https://www.pli.edu/programs/intellectual-property-law-institute/444149?tCode=WTC5_RSS01 Intellectual property Trademarks Patents Trade secrets Copyright PLI’s Intellectual Property Law Institute is a “must-attend” program for IP lawyers. This program provides a complete analysis of key events in all areas of IP, providing updates on cases, legislation, and government agency developments that all IP lawyers need to know.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444149 444149 13 G3057 2026-10-21T00:00:00Z 8:25:45 San Francisco CA USA https://www.pli.edu/programs/intellectual-property-law-institute/444143?tCode=WTC5_RSS01 Intellectual property Trademarks Patents Trade secrets Copyright PLI’s Intellectual Property Law Institute is a “must-attend” program for IP lawyers. This program provides a complete analysis of key events in all areas of IP, providing updates on cases, legislation, and government agency developments that all IP lawyers need to know.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444143 444143 3 G3057 2026-09-29T21:00:00Z 8:25:45 New York NY USA https://www.pli.edu/programs/foreign-private-issuer-101-reporting-essentials-workshop/443208?tCode=WTC5_RSS01 Accounting and financial reporting Public companies Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Form 20-F This virtual Workshop provides an introduction to SEC reporting for foreign private issuers (FPIs). Participants will build the foundational knowledge, skills and tools required to successfully navigate the SEC’s reporting scheme for FPIs. Topics addressed include building an understanding of the sources and structure of the U.S. federal securities laws and gaining knowledge of key SEC guidance and disclosure and reporting issues relevant for FPIs. This is an interactive Workshop (via Zoom), and open discussion is encouraged through breakout sessions. The Workshop includes online access to PLI’s SEC Reporting Handbook. Participants who have completed this “101” program or who have prior SEC reporting experience will have the foundational knowledge needed to attend our add-on Essentials Workshops:·      Form 20-F (Part One): Key Information, Risk Factors & Part I Disclosures Essentials Workshop ·      Form 20-F (Part Two): Parts II & III Disclosures Essentials Workshop ·      MD&A SEC Reporting Essentials Workshop (Note this program addresses the Form 20-F’s Operating and Financial Review and Prospects) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443208 443208 185 G5146 2026-09-28T18:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/every-step-you-take-digital-footprints-data-privacy-and-the-u.s.-supreme-court/473480?tCode=WTC5_RSS01 Constitutional law Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Litigation Technology The U.S. Supreme Court recently weighed in on geofence warrants, a controversial investigative tool used by law enforcement. In Chatrie v. U.S., the Court held that law enforcement’s use of a geofence warrant to obtain location history data maintained by Google constituted a Fourth Amendment search. The Court’s reasoning about the sensitive nature of geolocation data compared to other business records and its rejection of the third party doctrine have potentially far-reaching implications for businesses and civil litigation in addition to criminal proceedings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473480 473480 83 G5873 2026-09-28T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/nonprofit-and-for-profit-entity-intersection/443978?tCode=WTC5_RSS01 Public interest law and pro bono Nonprofit organizations Tax Program faculty will address the unique regulatory issues that impact the nonprofit sector and the ways in which charitable goals can be achieved through innovative mechanisms that either border or mirror for-profit activities or systems. Expert faculty will discuss the complex rules governing the nonprofit sector and new ways to achieve charitable and philanthropic goals. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443978 443978 20 G4632 2026-09-28T21:00:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/nonprofit-and-for-profit-entity-intersection/443979?tCode=WTC5_RSS01 Public interest law and pro bono Nonprofit organizations Tax Program faculty will address the unique regulatory issues that impact the nonprofit sector and the ways in which charitable goals can be achieved through innovative mechanisms that either border or mirror for-profit activities or systems. Expert faculty will discuss the complex rules governing the nonprofit sector and new ways to achieve charitable and philanthropic goals. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443979 443979 13 G4632 2026-09-28T21:00:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/hot-topics-in-electronic-discovery/442720?tCode=WTC5_RSS01 Cybersecurity and data protection Data preservation and storage Information privacy (Cybersecurity and data protection) Electronic discovery Technology-assisted review (Discovery) As technology continues to transform litigation, counsel must keep pace with evolving legal and ethical requirements governing electronically stored information (ESI). This program provides practical guidance on managing the full eDiscovery lifecycle—from preservation and collection through review, production, and presentation—and explores best practices for collaborating with legal, business, IT, and service-provider stakeholders. Led by experienced judges, lawyers, and eDiscovery professionals, the program offers actionable strategies to reduce costs, mitigate risk, and ensure defensible eDiscovery practices. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442720 442720 3 G3009 2026-09-29T20:45:00Z 7:47:35 New York NY USA https://www.pli.edu/programs/hot-topics-in-electronic-discovery/442722?tCode=WTC5_RSS01 Cybersecurity and data protection Data preservation and storage Information privacy (Cybersecurity and data protection) Electronic discovery Technology-assisted review (Discovery) As technology continues to transform litigation, counsel must keep pace with evolving legal and ethical requirements governing electronically stored information (ESI). This program provides practical guidance on managing the full eDiscovery lifecycle—from preservation and collection through review, production, and presentation—and explores best practices for collaborating with legal, business, IT, and service-provider stakeholders. Led by experienced judges, lawyers, and eDiscovery professionals, the program offers actionable strategies to reduce costs, mitigate risk, and ensure defensible eDiscovery practices. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442722 442722 13 G3009 2026-09-29T20:45:00Z 7:47:35 New York NY USA https://www.pli.edu/programs/idea-explained-advocating-for-a-child-in-need-of-specialized-instruction-and-related-services/470533?tCode=WTC5_RSS01 Family law Education Special education Disability (Special education) Public interest law and pro bono Education is one of the essential civil rights issues of our time. Many parents fear their children will be left behind and unable to compete without a proper education. While disparities in education have always existed, they have only been magnified in recent years and the pandemic has severely set back those students who can least afford it, students with disabilities. High quality legal representation is absolutely essential when school districts either fail to properly identify a student in need of specialized instruction or when school districts identify such students but simply don't provide the services that they need. Students must be able to obtain the specialized instruction and related services that they need and are entitled to pursuant to federal and local law. However, without an advocate, this is often impossible to achieve. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470533 470533 83 G5849 2026-09-29T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/euuk-asset-manager-institute/441744?tCode=WTC5_RSS01 International law EU Securities regulation Securities and other financial products Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Understanding how to work effectively with the Financial Conduct Authority is increasingly important for lawyers, compliance professionals, and business leaders whose clients or organizations operate in or interact with the UK financial services market. This program will provide a practical introduction to how the FCA is structured, how it communicates supervisory and policy expectations, and how practitioners can engage with the FCA across authorization, supervision, policy, and enforcement contexts.The program is designed to be especially helpful for U.S. securities lawyers and SEC practitioners who work with entities regulated by the FCA, including firms with cross-border businesses, UK affiliates, dual-regulated operations, or global compliance functions. It will also be valuable for UK practitioners who are newer to FCA practice and want a clearer, practice-oriented understanding of how the FCA operates and how experienced practitioners approach interactions with the regulator.Through three one-hour panels, participants will explore the FCA’s institutional structure, practical engagement with FCA staff, and key current regulatory priorities. The program will emphasize real-world practice points, effective advocacy, and the judgment calls that arise when advising regulated firms, senior managers, and market participants. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441744 441744 13 G5213 2026-09-30T16:40:00Z 3:41:13 New York NY USA https://www.pli.edu/programs/navigating-ethical-legal-challenges-in-banking-law/441365?tCode=WTC5_RSS01 Financial services Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) In-house counsel (Ethics and professional responsibility) Whether you’re a seasoned attorney or just starting out, this dynamic half-day ethics program is designed to empower you with practical insights and actionable strategies for tackling the complex ethical and legal challenges facing today’s banking lawyers. You’ll gain essential, real-world guidance on navigating the intricacies of state and federal regulations and learn how to confidently address scenarios that trigger legal ethics rules, ensuring you’re prepared for whatever comes your way.And in today’s digital world, cybersecurity is no longer an option - it’s a necessity. This program dives deep into the ethical considerations surrounding cyber threats, featuring a thorough exploration of New York’s Rules of Professional Conduct, the ABA Model Rules, and pivotal ethical opinions as they relate to electronic data and communications. You’ll engage with thought-provoking case studies and discussions, equipping yourself with the clarity and confidence to make informed decisions when faced with challenging, ambiguous situations. Don’t miss this opportunity to sharpen your ethical judgment and become a stronger advocate for your clients. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441365 441365 13 G5032 2026-09-30T16:00:00Z 3:01:00 New York NY USA https://www.pli.edu/programs/navigating-ethical-legal-challenges-in-banking-law/441364?tCode=WTC5_RSS01 Financial services Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) In-house counsel (Ethics and professional responsibility) Whether you’re a seasoned attorney or just starting out, this dynamic half-day ethics program is designed to empower you with practical insights and actionable strategies for tackling the complex ethical and legal challenges facing today’s banking lawyers. You’ll gain essential, real-world guidance on navigating the intricacies of state and federal regulations and learn how to confidently address scenarios that trigger legal ethics rules, ensuring you’re prepared for whatever comes your way.And in today’s digital world, cybersecurity is no longer an option - it’s a necessity. This program dives deep into the ethical considerations surrounding cyber threats, featuring a thorough exploration of New York’s Rules of Professional Conduct, the ABA Model Rules, and pivotal ethical opinions as they relate to electronic data and communications. You’ll engage with thought-provoking case studies and discussions, equipping yourself with the clarity and confidence to make informed decisions when faced with challenging, ambiguous situations. Don’t miss this opportunity to sharpen your ethical judgment and become a stronger advocate for your clients. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441364 441364 3 G5032 2026-09-30T16:00:00Z 3:01:00 New York NY USA https://www.pli.edu/programs/form-20-f-part-one-key-information-risk-factors--part-i-disclosures-essentials-workshop/443225?tCode=WTC5_RSS01 Accounting and financial reporting Disclosures (Securities and other financial products) Risk factors (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Form 20-F In this virtual Workshop for SEC reporting professionals, building on the materials discussed in our Foreign Private Issuer 101 Reporting Essentials Workshop, you will develop the practical knowledge base, skills, and tools needed to draft and review Part I of the Form 20-F Annual Report for foreign private issuers (FPIs). This program focuses on disclosure requirements for key information about the company, including risk factors; directors, shareholders, and related matters; and qualitative and quantitative disclosures regarding market risks. Please note that the Part II and Part III item requirements of the Form 20-F are addressed in our Form 20-F (Part Two) Essentials Workshop and that the Operating and Financial Review and Prospects (Item 5 of the Form 20-F) is addressed in our MD&A SEC Reporting Essentials Workshop. This is an interactive Workshop (via Zoom), and open discussion is encouraged through breakout sessions. The Workshop includes online access to PLI’s SEC Reporting Handbook. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443225 443225 185 G5147 2026-09-30T18:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/representing-the-pro-bono-client-advocacy-skills-for-administrative-hearings/444591?tCode=WTC5_RSS01 Employment and labor Health care Litigation Public interest law and pro bono Practice skills (Public interest law and pro bono) Millions of low-income individuals and families rely on essential programs like cash assistance, food benefits, unemployment insurance, health coverage, and housing subsidies to survive. These lifelines are often their only means to secure food, shelter, and basic necessities. Legal aid organizations are stretched thin, unable to keep pace with soaring demand for representation and support in benefits cases. Many individuals have been unlawfully denied access to these critical benefits. The first step to challenging incorrect benefits decisions is an administrative hearing. If the client loses the administrative hearing, they have a right to seek judicial review of the decision by filing a writ of administrative mandate in Superior Court, or, in the case of Social Security and SSI denials, by filing an appeal in federal district court.The writ of administrative mandate and federal court judicial review processes are complex, and pro bono legal representation is essential to helping clients get and maintain public benefits and to protect their rights.In addition to writs that appeal administrative decisions, California law also allows for “ordinary” writs of mandate that can be used to enforce mandatory duties, to challenge state or local agency policies that improperly deny benefits, and to challenge agency quasi-legislative decisions. Writ practice is also a valuable tool for litigating a wide variety of other issues that affect low-income clients.Join our panel to discuss writs of administrative mandate under Code of Civil Procedure section 1094.5, writs of ordinary mandate under Code of Civil Procedure section 1085, and federal court judicial review of Social Security decisions. This program is designed to help mitigate the crisis faced by low-income families everywhere by providing attorneys with a basic understanding of common issues and strategies in providing pro bono assistance with writs and judicial review.The program will focus on California law but several concepts about judicial review will apply to other states. We will also discuss judicial review in federal court for Social Security decisions, which is the same nationwide. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444591 444591 13 G3046 2026-09-30T19:30:00Z 3:16:05 San Francisco CA USA https://www.pli.edu/programs/representing-the-pro-bono-client-advocacy-skills-for-administrative-hearings/444583?tCode=WTC5_RSS01 Employment and labor Health care Litigation Public interest law and pro bono Practice skills (Public interest law and pro bono) Millions of low-income individuals and families rely on essential programs like cash assistance, food benefits, unemployment insurance, health coverage, and housing subsidies to survive. These lifelines are often their only means to secure food, shelter, and basic necessities. Legal aid organizations are stretched thin, unable to keep pace with soaring demand for representation and support in benefits cases. Many individuals have been unlawfully denied access to these critical benefits. The first step to challenging incorrect benefits decisions is an administrative hearing. If the client loses the administrative hearing, they have a right to seek judicial review of the decision by filing a writ of administrative mandate in Superior Court, or, in the case of Social Security and SSI denials, by filing an appeal in federal district court.The writ of administrative mandate and federal court judicial review processes are complex, and pro bono legal representation is essential to helping clients get and maintain public benefits and to protect their rights.In addition to writs that appeal administrative decisions, California law also allows for “ordinary” writs of mandate that can be used to enforce mandatory duties, to challenge state or local agency policies that improperly deny benefits, and to challenge agency quasi-legislative decisions. Writ practice is also a valuable tool for litigating a wide variety of other issues that affect low-income clients.Join our panel to discuss writs of administrative mandate under Code of Civil Procedure section 1094.5, writs of ordinary mandate under Code of Civil Procedure section 1085, and federal court judicial review of Social Security decisions. This program is designed to help mitigate the crisis faced by low-income families everywhere by providing attorneys with a basic understanding of common issues and strategies in providing pro bono assistance with writs and judicial review.The program will focus on California law but several concepts about judicial review will apply to other states. We will also discuss judicial review in federal court for Social Security decisions, which is the same nationwide. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444583 444583 20 G3046 2026-09-30T19:30:00Z 3:16:05 San Francisco CA USA https://www.pli.edu/programs/information-governance-101/471065?tCode=WTC5_RSS01 Corporate law Corporate governance Risk management (Corporate governance) Information privacy (Cybersecurity and data protection) Technology Information governance touches nearly every risk and operational function in today’s organization: legal and regulatory compliance, records and data retention, privacy, IT and cybersecurity, business efficiency, and, increasingly, AI governance. Yet in-house legal teams are often expected to guide or oversee information governance without a clear, practical understanding of what it entails or how to implement it effectively. This foundational session is a clear, real-world introduction to information governance and its role in enabling defensible, consistent, and business-aligned decisions across the enterprise. Gain an overview of the essential building blocks of an effective program including records and data retention, privacy and data minimization, and the role of technology, processes, and training in making governance sustainable.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 471065 471065 83 G5859 2026-09-30T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/ai-governance/459699?tCode=WTC5_RSS01 Corporate governance Information privacy (Cybersecurity and data protection) Intellectual property Technology Artificial intelligence Artificial intelligence is no longer a nascent technology—it is embedded in enterprise operations, customer-facing products, and boardroom strategy. Yet the legal and regulatory frameworks surrounding AI remain fragmented, and AI technologies are fast-moving, evolving at a pace that is hard to track or manage. Meanwhile, regulators globally are sharpening their focus on AI, while corporate boards are being pressed by investors, regulators, and the public to demonstrate meaningful AI value and oversight.This program is designed for in-house counsel, chief compliance officers, outside lawyers, privacy and data protection professionals, board advisors, and risk management leaders who are responsible for—or are advising clients on—the governance of AI systems. It is equally relevant for those building governance frameworks from the ground up and those seeking to stress-test and mature existing frameworks. Whether your organization is deploying its first AI tools or managing a complex portfolio of AI-enabled products and third-party integrations, this program will equip you with the practical frameworks and forward-looking strategies you need to govern AI effectively and defensibly. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459699 459699 3 G5689 2026-10-01T20:15:00Z 7:17:25 New York NY USA https://www.pli.edu/programs/ai-governance/459700?tCode=WTC5_RSS01 Corporate governance Information privacy (Cybersecurity and data protection) Intellectual property Technology Artificial intelligence Artificial intelligence is no longer a nascent technology—it is embedded in enterprise operations, customer-facing products, and boardroom strategy. Yet the legal and regulatory frameworks surrounding AI remain fragmented, and AI technologies are fast-moving, evolving at a pace that is hard to track or manage. Meanwhile, regulators globally are sharpening their focus on AI, while corporate boards are being pressed by investors, regulators, and the public to demonstrate meaningful AI value and oversight.This program is designed for in-house counsel, chief compliance officers, outside lawyers, privacy and data protection professionals, board advisors, and risk management leaders who are responsible for—or are advising clients on—the governance of AI systems. It is equally relevant for those building governance frameworks from the ground up and those seeking to stress-test and mature existing frameworks. Whether your organization is deploying its first AI tools or managing a complex portfolio of AI-enabled products and third-party integrations, this program will equip you with the practical frameworks and forward-looking strategies you need to govern AI effectively and defensibly. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459700 459700 13 G5689 2026-10-01T20:15:00Z 7:17:25 New York NY USA https://www.pli.edu/programs/noncompetes-and-restrictive-covenants-2020-what-every-lawyer-human-resources-professional-and-key-strategic-decisionmaker-should-know/440495?tCode=WTC5_RSS01 Employment and labor Intellectual property Noncompetes Restrictive covenant law is a patchwork of 51 different laws in a constant state of flux. State legislatures and Washington, D.C. are caught in a wave of rapid legislative change. From Minnesota’s 2023 total ban to Washington’s evolving tightening of restrictions to Florida’s recent extreme pro-enforcement posture, the rules of the road are changing at every state line. And, while the federal government previously attempted multiple broad-based forays into this historically state law issue, those efforts have largely stalled and federal involvement will, for the foreseeable future, continue with aggressive individual lawsuits.Imagine that one of your client’s key employees just left for a competitor in violation of a noncompete. Or your client is that competitor and has received a cease and desist letter demanding that it fire the employee. Or your client is that employee. Or maybe it’s not just one key employee, but a group of five, ten, or 100 or more employees in a mass lift-out. What do you do?Noncompete agreements and similar restrictive covenants are critical tools for protecting trade secrets, customer relationships, and other recognized legitimate business interests. But the legal landscape varies dramatically from state to state, ranging from bans in California, Minnesota, North Dakota, and Oklahoma to strong, pro-enforcement policies in Florida. And, while public sentiment, evolving state legislation, potential federal initiatives, and trends in judicial review and enforcement are increasingly restricting the use of these agreements, the risks posed by employees who are not subject to restrictive covenants continue to grow.How can your clients stay ahead of evolving restrictions and continue to protect themselves? How will you advise them? Don’t miss your chance to attend this unique full-day program, where leading restrictive covenant law experts will provide a deep dive into the latest legal developments and offer practical strategies for how to navigate the changing laws, judicial attitudes, and regulatory actions effectively.Understanding the changing landscape and its complications and implications is nothing short of critical – particularly for companies engaged in business across state lines.This program brings together top experts and thought leaders from around the country to explore the most pressing and complex issues from the perspectives of employees, former employers, and new employers. Don’t miss this opportunity to gain the insights and strategies you need to navigate this evolving legal landscape. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440495 440495 3 G3954 2026-10-01T21:15:00Z 8:17:45 New York NY USA https://www.pli.edu/programs/noncompetes-and-restrictive-covenants-2020-what-every-lawyer-human-resources-professional-and-key-strategic-decisionmaker-should-know/440496?tCode=WTC5_RSS01 Employment and labor Intellectual property Noncompetes Restrictive covenant law is a patchwork of 51 different laws in a constant state of flux. State legislatures and Washington, D.C. are caught in a wave of rapid legislative change. From Minnesota’s 2023 total ban to Washington’s evolving tightening of restrictions to Florida’s recent extreme pro-enforcement posture, the rules of the road are changing at every state line. And, while the federal government previously attempted multiple broad-based forays into this historically state law issue, those efforts have largely stalled and federal involvement will, for the foreseeable future, continue with aggressive individual lawsuits.Imagine that one of your client’s key employees just left for a competitor in violation of a noncompete. Or your client is that competitor and has received a cease and desist letter demanding that it fire the employee. Or your client is that employee. Or maybe it’s not just one key employee, but a group of five, ten, or 100 or more employees in a mass lift-out. What do you do?Noncompete agreements and similar restrictive covenants are critical tools for protecting trade secrets, customer relationships, and other recognized legitimate business interests. But the legal landscape varies dramatically from state to state, ranging from bans in California, Minnesota, North Dakota, and Oklahoma to strong, pro-enforcement policies in Florida. And, while public sentiment, evolving state legislation, potential federal initiatives, and trends in judicial review and enforcement are increasingly restricting the use of these agreements, the risks posed by employees who are not subject to restrictive covenants continue to grow.How can your clients stay ahead of evolving restrictions and continue to protect themselves? How will you advise them? Don’t miss your chance to attend this unique full-day program, where leading restrictive covenant law experts will provide a deep dive into the latest legal developments and offer practical strategies for how to navigate the changing laws, judicial attitudes, and regulatory actions effectively.Understanding the changing landscape and its complications and implications is nothing short of critical – particularly for companies engaged in business across state lines.This program brings together top experts and thought leaders from around the country to explore the most pressing and complex issues from the perspectives of employees, former employers, and new employers. Don’t miss this opportunity to gain the insights and strategies you need to navigate this evolving legal landscape. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440496 440496 13 G3954 2026-10-01T21:15:00Z 8:17:45 New York NY USA https://www.pli.edu/programs/form-20-f-part-two-parts-ii--iii-disclosures-essentials-workshop/443296?tCode=WTC5_RSS01 Accounting and financial reporting Disclosures (Securities and other financial products) Securities filings and financial statements Form 20-F In this virtual Workshop for SEC reporting professionals, building on the SEC’s materials discussed in our Foreign Private Issuer 101 Reporting Essentials Workshop and our Form 20-F (Part One): Key Information, Risk Factors & Part I Disclosures Essentials Workshop, you will develop the practical knowledge base, skills, and tools needed to draft and review Parts II and III of the Form 20-F Annual Report for foreign private issuers (FPIs). This program focuses on the disclosure requirements for controls and procedures, financial statements, governance (including cybersecurity), and exhibits. Please note that the Part I item requirements of the Form 20-F are addressed in our previously mentioned Form 20-F (Part One) Essentials Workshop and that the Operating and Financial Review and Prospects (Item 5 of the Form 20-F) is addressed in our MD&A SEC Reporting Essentials Workshop. This is an interactive Workshop (via Zoom), and open discussion is encouraged through breakout sessions. The Workshop includes online access to PLI’s SEC Reporting Handbook. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443296 443296 185 G5148 2026-10-01T18:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/rural-hospitals-on-the-brink-financial-pressures-and-legal-implications/476557?tCode=WTC5_RSS01 Antitrust Bankruptcy and restructuring Mergers and acquisitions Health care Health care providers Rural hospitals have long been the primary, if not sole, source of care for millions of Americans in underserved communities, and the financial ground beneath them is shifting fast. The OBBBA is projected to cut federal Medicaid spending in rural areas by $137 billion over the next decade, and the expiration of ACA enhanced premium tax credits is projected to cost rural hospitals $2.2 billion in uncompensated care in 2026 alone. These changes land on institutions already at the margin: the median rural hospital operating margin is just 1%, and nearly 44% reported negative operating margins in 2023.To maintain services and adopt needed technologies, financially pressured rural hospitals are increasingly turning to mergers, acquisitions, affiliations, and designation conversions, each carrying real legal, regulatory, and competitive consequences. These transactions continue to face intensive federal and state antitrust scrutiny, and the FTC's willingness to allow failing-firm mergers in rural healthcare remains untested in the current enforcement climate.Join our panel for a practical discussion of rural hospital financial distress, its impact on access and care delivery, the legal landscape around potential solutions, and what attorneys advising hospitals, health systems, investors, and regulators need to know now. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476557 476557 83 G5893 2026-10-01T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/reps--warranties-and-transactional-insurance/442303?tCode=WTC5_RSS01 Corporate litigation Mergers and acquisitions Insurance Practice skills (Insurance) Tax Insurance products are increasingly important tools for managing risk in transactions, investments, restructurings, litigation, tax planning, tax credit transfers, financings, and other commercial situations. Recent transactions involving artificial intelligence companies, data centers, renewable energy assets, transferable tax credits, privacy-intensive businesses, and other emerging sectors have presented new underwriting, diligence, and risk-allocation challenges that increasingly require specialized insurance solutions. In private M&A, representations and warranties insurance has become a familiar tool for reallocating post-closing risk, reducing or eliminating escrow requirements, and facilitating negotiations between buyers and sellers. At the same time, tax insurance, tax credit insurance, litigation insurance, judgment preservation insurance, and other contingent risk products are being used in a broader range of contexts, including matters outside of traditional acquisition transactions.   This program will provide a practical, market-focused review of leading transactional and contingent risk insurance products. The sessions will address current market conditions, underwriting trends, policy structures, coverage issues, claims experience, and strategic uses of insurance products by private equity sponsors, strategic buyers, sellers, investors, lenders, taxpayers, tax credit purchasers, litigation parties, and corporate policyholders. The program will conclude with a hypothetical $250 million private equity acquisition of a privately held company. This interactive skills workshop will explore how insurance professionals work with deal counsel, tax advisors, diligence providers, investment professionals, company management, and claims specialists to identify risk, structure solutions, and support the transaction from initial diligence through closing and post-closing risk management.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442303 442303 3 G4850 2026-10-02T20:45:00Z 7:47:35 New York NY USA https://www.pli.edu/programs/reps--warranties-and-transactional-insurance/442304?tCode=WTC5_RSS01 Corporate litigation Mergers and acquisitions Insurance Practice skills (Insurance) Tax Insurance products are increasingly important tools for managing risk in transactions, investments, restructurings, litigation, tax planning, tax credit transfers, financings, and other commercial situations. Recent transactions involving artificial intelligence companies, data centers, renewable energy assets, transferable tax credits, privacy-intensive businesses, and other emerging sectors have presented new underwriting, diligence, and risk-allocation challenges that increasingly require specialized insurance solutions. In private M&A, representations and warranties insurance has become a familiar tool for reallocating post-closing risk, reducing or eliminating escrow requirements, and facilitating negotiations between buyers and sellers. At the same time, tax insurance, tax credit insurance, litigation insurance, judgment preservation insurance, and other contingent risk products are being used in a broader range of contexts, including matters outside of traditional acquisition transactions.   This program will provide a practical, market-focused review of leading transactional and contingent risk insurance products. The sessions will address current market conditions, underwriting trends, policy structures, coverage issues, claims experience, and strategic uses of insurance products by private equity sponsors, strategic buyers, sellers, investors, lenders, taxpayers, tax credit purchasers, litigation parties, and corporate policyholders. The program will conclude with a hypothetical $250 million private equity acquisition of a privately held company. This interactive skills workshop will explore how insurance professionals work with deal counsel, tax advisors, diligence providers, investment professionals, company management, and claims specialists to identify risk, structure solutions, and support the transaction from initial diligence through closing and post-closing risk management.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442304 442304 13 G4850 2026-10-02T20:45:00Z 7:47:35 New York NY USA https://www.pli.edu/programs/solo-practice-bootcamp-best-practices-from-legal-incubator-programs-to-help-you-launch-your-own-practice/444805?tCode=WTC5_RSS01 Legal innovation Public interest law and pro bono Professional development Law practice management Technology in law practice Legal incubators train and support lawyers to set up practices that provide affordable and accessible legal services to otherwise underserved clients. This full-day boot camp – now in its seventh edition – brings together individuals who lead incubator programs nationwide, as well as solo, small, or nonprofit law firm owners. These practitioners mentor, coach and work daily with lawyers to build modern law firms.This program will benefit all lawyers who want to create sustainable law businesses. It is especially geared toward those who seek to serve everyday people, including low- and middle-income clients. From start-up considerations and communication strategies to technology and professional identity, this boot camp provides entrepreneurial lawyers with the tools to launch modern law firms confidently. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444805 444805 20 G3339 2026-10-05T22:50:00Z 7:22:26 San Francisco CA USA https://www.pli.edu/programs/solo-practice-bootcamp-best-practices-from-legal-incubator-programs-to-help-you-launch-your-own-practice/444806?tCode=WTC5_RSS01 Legal innovation Public interest law and pro bono Professional development Law practice management Technology in law practice Legal incubators train and support lawyers to set up practices that provide affordable and accessible legal services to otherwise underserved clients. This full-day boot camp – now in its seventh edition – brings together individuals who lead incubator programs nationwide, as well as solo, small, or nonprofit law firm owners. These practitioners mentor, coach and work daily with lawyers to build modern law firms.This program will benefit all lawyers who want to create sustainable law businesses. It is especially geared toward those who seek to serve everyday people, including low- and middle-income clients. From start-up considerations and communication strategies to technology and professional identity, this boot camp provides entrepreneurial lawyers with the tools to launch modern law firms confidently. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444806 444806 13 G3339 2026-10-05T22:50:00Z 7:22:26 San Francisco CA USA https://www.pli.edu/programs/hot-topics-in-ai-shadow-ai-is-officially-material-for-sec-purposes/467284?tCode=WTC5_RSS01 Cybersecurity and data protection Securities and other financial products Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) On May 11, 2026, CB Financial Services filed a Form 8-K with the SEC in which it disclosed a material cybersecurity incident at its wholly owned subsidiary, Community Bank, resulting from the use of “unauthorized artificial intelligence-based software application,” otherwise known as Shadow AI. According to the filing, the incident did not disrupt operations but was deemed to be a material event due to the volume and sensitive nature of the non-public customer information that was disclosed which included customer names, social security numbers, and dates of birth. While Shadow AI risks have been known for years, organizations continue to grapple with it. This filing brings those risks to the forefront for lawyers, auditors, insurers, boards of directors, and investors.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467284 467284 83 G5811 2026-10-05T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/employment-law-institute/440509?tCode=WTC5_RSS01 Employment and labor Litigation This two-day event offers a comprehensive review of case law and regulatory developments, an in-depth analysis of emerging issues including the use of AI in the workplace, the future of DEI initiatives, and expert recommendations for best practices, designed to maximize employment and labor law compliance, mitigate legal risk and achieve business objectives. The faculty is composed of nationally recognized management, union and plaintiffs’ attorneys, in-house counsel and government enforcement agency representatives who will share their perspectives, insights, and experiences. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440509 440509 3 G3262 2026-10-06T21:15:00Z 8:25:45 New York NY USA https://www.pli.edu/programs/employment-law-institute/440510?tCode=WTC5_RSS01 Employment and labor Litigation This two-day event offers a comprehensive review of case law and regulatory developments, an in-depth analysis of emerging issues including the use of AI in the workplace, the future of DEI initiatives, and expert recommendations for best practices, designed to maximize employment and labor law compliance, mitigate legal risk and achieve business objectives. The faculty is composed of nationally recognized management, union and plaintiffs’ attorneys, in-house counsel and government enforcement agency representatives who will share their perspectives, insights, and experiences. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440510 440510 13 G3262 2026-10-06T21:15:00Z 8:25:45 New York NY USA https://www.pli.edu/programs/understanding-the-intellectual-property-license/442066?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Technology This introductory course will give attendees a comprehensive review of basic elements and practical considerations when engaging in licensing agreements for a variety of intellectual property formats. Our expert faculty will address legal strategies and everyday skills to apply when licensing patents, copyrights, the right of celebrity, trademarks, software or any combination of these types of IP, along with special circumstances that may arise, such as potential litigation and government regulatory, international, bankruptcy or antitrust issues. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442066 442066 3 G3209 2026-10-06T20:30:00Z 7:40:30 New York NY USA https://www.pli.edu/programs/understanding-the-intellectual-property-license/442067?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Technology This introductory course will give attendees a comprehensive review of basic elements and practical considerations when engaging in licensing agreements for a variety of intellectual property formats. Our expert faculty will address legal strategies and everyday skills to apply when licensing patents, copyrights, the right of celebrity, trademarks, software or any combination of these types of IP, along with special circumstances that may arise, such as potential litigation and government regulatory, international, bankruptcy or antitrust issues. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442067 442067 13 G3209 2026-10-06T20:30:00Z 7:40:30 New York NY USA https://www.pli.edu/programs/understanding-the-intellectual-property-license/442072?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Technology This introductory course will give attendees a comprehensive review of basic elements and practical considerations when engaging in licensing agreements for a variety of intellectual property formats. Our expert faculty will address legal strategies and everyday skills to apply when licensing patents, copyrights, the right of celebrity, trademarks, software or any combination of these types of IP, along with special circumstances that may arise, such as potential litigation and government regulatory, international, bankruptcy or antitrust issues. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442072 442072 3 G3209 2026-11-11T00:30:00Z 7:40:30 San Francisco CA USA https://www.pli.edu/programs/understanding-the-intellectual-property-license/442073?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Technology This introductory course will give attendees a comprehensive review of basic elements and practical considerations when engaging in licensing agreements for a variety of intellectual property formats. Our expert faculty will address legal strategies and everyday skills to apply when licensing patents, copyrights, the right of celebrity, trademarks, software or any combination of these types of IP, along with special circumstances that may arise, such as potential litigation and government regulatory, international, bankruptcy or antitrust issues. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442073 442073 13 G3209 2026-11-11T00:30:00Z 7:40:30 San Francisco CA USA https://www.pli.edu/programs/accounting-for-revenue-recognition-workshop-2026-understanding-and-applying-asc-606/466163?tCode=WTC5_RSS01 Accounting and financial reporting Revenue recognition Learn how to successfully apply and use the FASB and IASB revenue recognition standards in ASC 606 and IFRS 18. Through interactive lectures, case studies and review of examples, Workshop participants will learn how to apply the revenue recognition standards and understand the related estimates, judgments and disclosures required. Participants will also grasp where revenue recognition problems and challenges are most likely to occur and develop the necessary tools to resolve these issues. This is an interactive Workshop (via Zoom), and open discussion is encouraged to enhance and deepen the learning process. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466163 466163 185 G5794 2026-10-06T20:30:00Z 3:39:10 New York NY USA https://www.pli.edu/programs/discovery-battles-in-insurance-bad-faith-litigation-practical-strategies-for-insurers-and-policyholders/476425?tCode=WTC5_RSS01 Discovery can define the trajectory of insurance bad faith litigation. Because bad faith claims often place the insurer’s claim handling, internal practices, communications, reserves, training materials, and institutional conduct at issue, lawyers on both sides must understand how to frame, pursue, resist, and narrow discovery in a way that advances the merits without creating unnecessary burden, privilege risk, or collateral disputes. This One-Hour Briefing will provide practical guidance on recurring discovery issues in insurance bad faith litigation, including the discoverability of claim files, claims manuals and guidelines, reserve information, reinsurance materials, personnel files, similar claims, other bad faith complaints, and insurer-wide practices. The program will also address how courts and litigants approach privilege and work product protections, proportionality, confidentiality, trade secret concerns, and the strategic use of discovery to prove or defend against allegations of unreasonable claim handling.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476425 476425 83 G5891 2026-10-06T20:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/international-tax-issues-update/441289?tCode=WTC5_RSS01 Corporate tax International tax Tax Tax planning and strategy The international tax rules affect not only large U.S. and non-U.S. based multinationals, but also mid-sized and smaller organizations and investors, financing transactions, mergers and acquisitions, and other commercial activity. Recent U.S. and global efforts to re-examine the taxation of cross-border income have led to considerable complexity, uncertainty, and risks of double taxation. To navigate these challenges effectively, it is critical to understand the U.S. international tax rules and recent U.S. and global developments. At this year’s program, we will assemble some of the world’s leading experts and government officials to discuss the complex rules of U.S. international taxation in light of recent legislative, regulatory, and other developments, the One Big Beautiful Bill Act (OBBBA), Pillar Two and other OECD efforts. We will focus upon both operational and transactional implications of the changed rules and environment and describe the application of the rules to both U.S. and non-U.S. based organizations and investors. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441289 441289 3 G5218 2026-10-07T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/international-tax-issues-update/441290?tCode=WTC5_RSS01 Corporate tax International tax Tax Tax planning and strategy The international tax rules affect not only large U.S. and non-U.S. based multinationals, but also mid-sized and smaller organizations and investors, financing transactions, mergers and acquisitions, and other commercial activity. Recent U.S. and global efforts to re-examine the taxation of cross-border income have led to considerable complexity, uncertainty, and risks of double taxation. To navigate these challenges effectively, it is critical to understand the U.S. international tax rules and recent U.S. and global developments. At this year’s program, we will assemble some of the world’s leading experts and government officials to discuss the complex rules of U.S. international taxation in light of recent legislative, regulatory, and other developments, the One Big Beautiful Bill Act (OBBBA), Pillar Two and other OECD efforts. We will focus upon both operational and transactional implications of the changed rules and environment and describe the application of the rules to both U.S. and non-U.S. based organizations and investors. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441290 441290 13 G5218 2026-10-07T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/ethics-for-the-negotiating-lawyer/442824?tCode=WTC5_RSS01 Confidentiality (Ethics and professional responsibility) Ethical issues (Ethics and professional responsibility) In-house counsel (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) At this program, we will examine everyday issues of ethics and professional responsibility. Using a lively, interactive format, the attendees will get to vote anonymously on actual cases where the ethics rules concerning negotiation came into play and find out how the courts resolved them. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442824 442824 13 G3093 2026-10-07T20:40:00Z 2:10:43 New York NY USA https://www.pli.edu/programs/ethics-for-the-negotiating-lawyer/442823?tCode=WTC5_RSS01 Confidentiality (Ethics and professional responsibility) Ethical issues (Ethics and professional responsibility) In-house counsel (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) At this program, we will examine everyday issues of ethics and professional responsibility. Using a lively, interactive format, the attendees will get to vote anonymously on actual cases where the ethics rules concerning negotiation came into play and find out how the courts resolved them. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442823 442823 3 G3093 2026-10-07T20:40:00Z 2:10:43 New York NY USA https://www.pli.edu/programs/antitrust-counseling--compliance/443288?tCode=WTC5_RSS01 Antitrust Antitrust litigation Merger review Practice skills (Antitrust) Regulation, compliance, and enforcement (Antitrust) Lawyers counseling businesses need a solid foundation in antitrust law principles and an understanding of the latest antitrust developments in order to advise their clients effectively. The consequences of running afoul of antitrust rules can be substantial: federal and state government enforcement actions, jail time for executives, treble damages, class actions, and adverse publicity.Get the tools you need to help your clients avoid making costly mistakes while still lawfully accomplishing their business goals. Attend this program and learn when to say “no” and when to say “yes” and how to provide practical answers to the antitrust questions your clients will ask. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443288 443288 3 G3058 2026-10-08T20:30:00Z 7:32:30 New York NY USA https://www.pli.edu/programs/antitrust-counseling--compliance/443289?tCode=WTC5_RSS01 Antitrust Antitrust litigation Merger review Practice skills (Antitrust) Regulation, compliance, and enforcement (Antitrust) Lawyers counseling businesses need a solid foundation in antitrust law principles and an understanding of the latest antitrust developments in order to advise their clients effectively. The consequences of running afoul of antitrust rules can be substantial: federal and state government enforcement actions, jail time for executives, treble damages, class actions, and adverse publicity.Get the tools you need to help your clients avoid making costly mistakes while still lawfully accomplishing their business goals. Attend this program and learn when to say “no” and when to say “yes” and how to provide practical answers to the antitrust questions your clients will ask. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443289 443289 13 G3058 2026-10-08T20:30:00Z 7:32:30 New York NY USA https://www.pli.edu/programs/brokerdealer-regulation-and-enforcement/441813?tCode=WTC5_RSS01 Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management This program will address key developments and priorities in the regulation and oversight of broker-dealers. We will examine the current federal focus on organizational and policy changes, the SEC’s return to its “core mission" and the DOJ’s “Focus, Fairness, and Efficiency in the Fight Against White-Collar Crime”, as well as state enforcement updates. Our distinguished faculty of regulators, industry experts and leading practitioners will share their insights and best practices to help you and your clients keep up with the changing landscape of the securities business and its regulatory oversight. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441813 441813 3 G3025 2026-10-08T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/brokerdealer-regulation-and-enforcement/441814?tCode=WTC5_RSS01 Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management This program will address key developments and priorities in the regulation and oversight of broker-dealers. We will examine the current federal focus on organizational and policy changes, the SEC’s return to its “core mission" and the DOJ’s “Focus, Fairness, and Efficiency in the Fight Against White-Collar Crime”, as well as state enforcement updates. Our distinguished faculty of regulators, industry experts and leading practitioners will share their insights and best practices to help you and your clients keep up with the changing landscape of the securities business and its regulatory oversight. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441814 441814 13 G3025 2026-10-08T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/technotainment/443033?tCode=WTC5_RSS01 Intellectual property Copyright Technology litigation Technology Technotainment Join our experienced faculty as they explore the unique and cutting-edge legal issues arising out of the convergence of technology and entertainment. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443033 443033 3 G3193 2026-10-09T00:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/technotainment/443034?tCode=WTC5_RSS01 Intellectual property Copyright Technology litigation Technology Technotainment Join our experienced faculty as they explore the unique and cutting-edge legal issues arising out of the convergence of technology and entertainment. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443034 443034 13 G3193 2026-10-09T00:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/trial-evidence/442136?tCode=WTC5_RSS01 Litigation Evidence Trial At Trial Evidence 2026, participants will learn to apply best practices and analyze strategic considerations for handling evidence at trial, including developing evidentiary issues around artificial intelligence. This program will focus on the Federal Rules of Evidence. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442136 442136 3 G3063 2026-10-13T16:25:00Z 3:26:08 New York NY USA https://www.pli.edu/programs/trial-evidence/442137?tCode=WTC5_RSS01 Litigation Evidence Trial At Trial Evidence 2026, participants will learn to apply best practices and analyze strategic considerations for handling evidence at trial, including developing evidentiary issues around artificial intelligence. This program will focus on the Federal Rules of Evidence. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442137 442137 13 G3063 2026-10-13T16:25:00Z 3:26:08 New York NY USA https://www.pli.edu/programs/trade-secrets/443040?tCode=WTC5_RSS01 Intellectual property Trade secrets Technology litigation Trade secret dispute litigation Technology Trade secrets can be among an organization’s most valuable assets. Businesses ranging from NASCAR race teams to organizations racing to develop new gene therapies, safer and more reliable autonomous vehicles, more efficient software and new AI platforms and tools depend on trade secrets. Trade secrets law can protect cutting edge technologies, improvements to mature technologies, new combinations of well-known information and a host of valuable technical and strategic information in between. But misappropriation and claims of misappropriation can derail an organization’s business strategies—on both sides of the “v.” They can even lead to criminal exposure and liability for acts in the U.S. and abroad. Judgments on the scores of millions of dollars and even more are becoming increasingly common. So are appeals, reversals, and retrials. Obtaining value from trade secrets requires sharing them—always with employees, increasingly with customers or suppliers or collaborators who may become potential competitors, sometimes with service providers, including AI platforms, and often across borders. New technologies including generative and agentic AI can create or optimize trade secrets or destroy their value. The creators of AI platforms and datasets have their own trade secrets to protect. New techniques for managing and obtaining value from trade secrets are being developed globally. To maximize value and reduce risk, organizations must stay on top of the latest developments. This full day program brings together experts and thought leaders in the field to help you do just that. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443040 443040 3 G3197 2026-10-13T23:45:00Z 7:47:35 San Francisco CA USA https://www.pli.edu/programs/trade-secrets/443041?tCode=WTC5_RSS01 Intellectual property Trade secrets Technology litigation Trade secret dispute litigation Technology Trade secrets can be among an organization’s most valuable assets. Businesses ranging from NASCAR race teams to organizations racing to develop new gene therapies, safer and more reliable autonomous vehicles, more efficient software and new AI platforms and tools depend on trade secrets. Trade secrets law can protect cutting edge technologies, improvements to mature technologies, new combinations of well-known information and a host of valuable technical and strategic information in between. But misappropriation and claims of misappropriation can derail an organization’s business strategies—on both sides of the “v.” They can even lead to criminal exposure and liability for acts in the U.S. and abroad. Judgments on the scores of millions of dollars and even more are becoming increasingly common. So are appeals, reversals, and retrials. Obtaining value from trade secrets requires sharing them—always with employees, increasingly with customers or suppliers or collaborators who may become potential competitors, sometimes with service providers, including AI platforms, and often across borders. New technologies including generative and agentic AI can create or optimize trade secrets or destroy their value. The creators of AI platforms and datasets have their own trade secrets to protect. New techniques for managing and obtaining value from trade secrets are being developed globally. To maximize value and reduce risk, organizations must stay on top of the latest developments. This full day program brings together experts and thought leaders in the field to help you do just that. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443041 443041 13 G3197 2026-10-13T23:45:00Z 7:47:35 San Francisco CA USA https://www.pli.edu/programs/sec-non-gaap-measures-and-metrics-comments--a-closer-look/470792?tCode=WTC5_RSS01 Accounting and financial reporting Generally Accepted Accounting Principles Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Regulation, compliance, and enforcement (Securities and other financial products) The SEC’s guidance for the use of non-GAAP measures and metrics dates back to the Sarbanes-Oxley Act of 2002 and was updated in Corporation Finance Interpretations as recently as 2022. Yet, non-GAAP measures and metrics remain a top SEC comment area as companies continue to struggle with issues such as tailored accounting principles, adjustments for recurring items, details in the computation of adjusted EBITDA, and full non-GAAP financial statements. This program will begin with a review of the origin of the SEC’s rules for non-GAAP measures and metrics and the guidance that followed. This guidance will be applied to detailed real-world examples of non-GAAP measures and metrics disclosures and the SEC comments and company responses to those disclosures. Based on these examples, the discussion will focus on how to avoid SEC comments and potentially worse consequences surrounding the use and potential misuse of non-GAAP measures and metrics. Please join our discussion leaders for this closer look into SEC non-GAAP measures and metrics comments.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470792 470792 195 G5856 2026-10-13T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/fund-finance/442158?tCode=WTC5_RSS01 Private equity Financing Fund Finance 2026 convenes global industry leaders, finance professionals, and investors to examine the latest trends, strategies, and insights shaping the fund finance market.Now in its seventh year, this premier program will delve into the terms, structures, and intricacies of the market, covering single-fund NAV facilities, secondaries NAV facilities, GP financings, subscription lines, capital call facilities and private credit financings. A dedicated panel will explore the fast-evolving landscape of collateralized fund obligations and rated feeder structures, one of the most dynamic segments of fund finance. Discussions will also highlight the growing influence of non-bank capital providers, including investment funds, insurance companies, and pension plans, across the fund finance ecosystem. Fund Finance 2026 offers a unique platform for participants to deepen their market expertise, connect with thought leaders, and forge partnerships that drive innovation and growth in the fund finance industry. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442158 442158 3 G3731 2026-10-14T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/fund-finance/442159?tCode=WTC5_RSS01 Private equity Financing Fund Finance 2026 convenes global industry leaders, finance professionals, and investors to examine the latest trends, strategies, and insights shaping the fund finance market.Now in its seventh year, this premier program will delve into the terms, structures, and intricacies of the market, covering single-fund NAV facilities, secondaries NAV facilities, GP financings, subscription lines, capital call facilities and private credit financings. A dedicated panel will explore the fast-evolving landscape of collateralized fund obligations and rated feeder structures, one of the most dynamic segments of fund finance. Discussions will also highlight the growing influence of non-bank capital providers, including investment funds, insurance companies, and pension plans, across the fund finance ecosystem. Fund Finance 2026 offers a unique platform for participants to deepen their market expertise, connect with thought leaders, and forge partnerships that drive innovation and growth in the fund finance industry. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442159 442159 13 G3731 2026-10-14T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/advanced-internet-of-things---beyond-issue-spotting/444155?tCode=WTC5_RSS01 Cybersecurity and data protection Technology Internet of things It’s complicated! The IoT industry has grown more complex, and the issues are compounded, but not just because of volume of devices, but their penetration. IoT is a part of every industry and sector, from personal to industrial. From tiny cameras and fitness watches assessing our wellness, to vehicles in our factories, on our roadways, and flying our skies, these ubiquitous devices are interacting and communicating generating petabytes of data daily, and directly interacting with people, to our collective benefit, but sometimes, to our detriment, and unfortunately, physical harm. Their creation, sale and operation, like any product in the stream of commerce, is governed by the contracts, regulations and, in some instances, litigation. But these IoT devices have an unusual twist, while they are part physical and part data, they operate autonomously, and thus, present a new dimension of legal complexity.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444155 444155 3 G5084 2026-10-15T00:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/advanced-internet-of-things---beyond-issue-spotting/444156?tCode=WTC5_RSS01 Cybersecurity and data protection Technology Internet of things It’s complicated! The IoT industry has grown more complex, and the issues are compounded, but not just because of volume of devices, but their penetration. IoT is a part of every industry and sector, from personal to industrial. From tiny cameras and fitness watches assessing our wellness, to vehicles in our factories, on our roadways, and flying our skies, these ubiquitous devices are interacting and communicating generating petabytes of data daily, and directly interacting with people, to our collective benefit, but sometimes, to our detriment, and unfortunately, physical harm. Their creation, sale and operation, like any product in the stream of commerce, is governed by the contracts, regulations and, in some instances, litigation. But these IoT devices have an unusual twist, while they are part physical and part data, they operate autonomously, and thus, present a new dimension of legal complexity.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444156 444156 13 G5084 2026-10-15T00:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/rev-the-revenue-building-a-firmwide-culture-of-business-development/476608?tCode=WTC5_RSS01 Professional development Career development Communication skills (Career development) Leadership skills (Career development) Attorney-client relations CLE credit is not available for this program.Creating a business development culture within a law firm is a significant challenge, especially in larger firms. Entrenched patterns of behavior, poor communication, skills gaps, weak accountability, and inadequate tracking systems are just a few of the culture killers that stand in the way of stronger law firm performance.In this program, Hall of Fame consultant and two-time best-selling author David Freeman, J.D., will provide a practical framework for driving a firm-wide culture shift within law firms that translates into increased revenue, stronger client relationships, and more consistent business development activity. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476608 476608 83 G5896 2026-10-14T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/trial-by-jury/442713?tCode=WTC5_RSS01 Litigation Jury Practice skills (Litigation) Trial Jury trials You won’t want to miss this popular program, in which the masters of the bar and the bench come together to give you valuable and useful insights on jury trials. We have assembled the most experienced and respected state and federal judges, as well as many distinguished litigators, to give you their perspectives on jury trials. There is no better way to learn about jury trial practice than from the attorneys who try the nation’s most important cases and the judges who preside over them.Whether you are new to your career as a trial attorney or an experienced courtroom litigator, this course will give you a unique view into jury trials and the best way to handle them, from opening statements through closing arguments. Our faculty will also dissect the ethical issues that often arise and the best ways to handle these situations. Join us to gain proven strategies and practical tools to successfully manage every phase of your next jury case. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442713 442713 3 G3068 2026-10-15T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/trial-by-jury/442714?tCode=WTC5_RSS01 Litigation Jury Practice skills (Litigation) Trial Jury trials You won’t want to miss this popular program, in which the masters of the bar and the bench come together to give you valuable and useful insights on jury trials. We have assembled the most experienced and respected state and federal judges, as well as many distinguished litigators, to give you their perspectives on jury trials. There is no better way to learn about jury trial practice than from the attorneys who try the nation’s most important cases and the judges who preside over them.Whether you are new to your career as a trial attorney or an experienced courtroom litigator, this course will give you a unique view into jury trials and the best way to handle them, from opening statements through closing arguments. Our faculty will also dissect the ethical issues that often arise and the best ways to handle these situations. Join us to gain proven strategies and practical tools to successfully manage every phase of your next jury case. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442714 442714 13 G3068 2026-10-15T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/gdpr-boot-camp/442177?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Artificial intelligence Regulation, compliance, and enforcement (Technology) Artificial Intelligence (AI) is transforming every industry, and reshaping the legal, regulatory, and operational risks organizations face. As companies accelerate adoption of generative AI, AI Agents, and automated decision-making technology, the intersection of AI, privacy, cybersecurity, and data governance frameworks has become a critical challenge for every business.  Yet, new legislative proposals seek to rein in perceived AI risks via new privacy laws. Are new privacy laws the right approach? Should we look to enact new specialized AI laws? And what practical steps can companies take now to mitigate the broader legal and societal risks posed by AI? What role can algorithmic impact assessments, transparency in algorithmic decision-making, stakeholder involvement, algorithmic destruction, and other programmatic frameworks play in the ultimate solution? This program will explore the rapidly evolving global regulatory landscape governing AI and data protection, including the EU Artificial Intelligence Act, GDPR, the California Consumer Privacy Act (CCPA), and emerging U.S. and international frameworks. Attendees will examine how organizations are implementing responsible AI governance programs through transparency, explainability, human oversight, algorithmic accountability, impact assessments, and enterprise risk management frameworks.The program will also address emerging operational threats, including AI-enabled cyberattacks, deep fakes, sophisticated ransomware campaigns, and the increasing risks associated with autonomous AI systems and AI Agents.Now in its eleventh year, this premier program brings together leading practitioners, academics, technologists, and industry professionals responsible for shaping enterprise AI governance and global privacy strategy. Designed for professionals navigating the complex intersection of AI innovation and legal compliance, the program delivers practical guidance, strategic insights, and actionable recommendations for implementing responsible AI at scale. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442177 442177 3 G3003 2026-10-15T20:30:00Z 4:31:30 San Francisco CA USA https://www.pli.edu/programs/gdpr-boot-camp/442178?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Artificial intelligence Regulation, compliance, and enforcement (Technology) Artificial Intelligence (AI) is transforming every industry, and reshaping the legal, regulatory, and operational risks organizations face. As companies accelerate adoption of generative AI, AI Agents, and automated decision-making technology, the intersection of AI, privacy, cybersecurity, and data governance frameworks has become a critical challenge for every business.  Yet, new legislative proposals seek to rein in perceived AI risks via new privacy laws. Are new privacy laws the right approach? Should we look to enact new specialized AI laws? And what practical steps can companies take now to mitigate the broader legal and societal risks posed by AI? What role can algorithmic impact assessments, transparency in algorithmic decision-making, stakeholder involvement, algorithmic destruction, and other programmatic frameworks play in the ultimate solution? This program will explore the rapidly evolving global regulatory landscape governing AI and data protection, including the EU Artificial Intelligence Act, GDPR, the California Consumer Privacy Act (CCPA), and emerging U.S. and international frameworks. Attendees will examine how organizations are implementing responsible AI governance programs through transparency, explainability, human oversight, algorithmic accountability, impact assessments, and enterprise risk management frameworks.The program will also address emerging operational threats, including AI-enabled cyberattacks, deep fakes, sophisticated ransomware campaigns, and the increasing risks associated with autonomous AI systems and AI Agents.Now in its eleventh year, this premier program brings together leading practitioners, academics, technologists, and industry professionals responsible for shaping enterprise AI governance and global privacy strategy. Designed for professionals navigating the complex intersection of AI innovation and legal compliance, the program delivers practical guidance, strategic insights, and actionable recommendations for implementing responsible AI at scale. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442178 442178 13 G3003 2026-10-15T20:30:00Z 4:31:30 San Francisco CA USA https://www.pli.edu/programs/psychological-issues-in-the-workplace/440516?tCode=WTC5_RSS01 Employment and labor Practice skills (Employment and labor) Litigation Employees from the shop floor to the C-Suite are grappling with a variety of stressors largely out of their control, including the rise of A.I., layoffs, and changing legal, regulatory, and political initiatives.  As the status quo shifts, changes create practical, financial and emotional risks for employees and employers alike. Understanding the role psychological issues play in the genesis, prosecution and defense of employment law claims is critical for employee rights and defense attorneys alike.This program will address in a clear and pragmatic way key employment law issues at the intersection of law and psychology. Harassment, discrimination and retaliation claims, among others, are profoundly impacted by the range of emotions that motivate employees and employers. So, too, are frequent claims involving disabilities and failure to accommodate. This program brings together a representative from the New York City Commission on Human Rights, prominent practitioners from the employee rights and management bars, psychologists, and a former federal magistrate judge to address the creation and litigation of today’s employment law claims. They will identify key legal issues and ways in which psychological factors influence the employees, managers and employers engaged in conflict. Speakers will transcend jargon, identify practical ways of working together, and describe effective strategies to avoid, pursue and resolve litigation.Additionally, this program will focus on the current status of DEI and elimination of bias programs in the legal profession, including the challenges facing attorneys who are neurodivergent or who have a mental disability and the reasonable accommodations and other resources that may be available to them.Employment lawyers often work with mental health professionals, sometimes aligned and at other times adverse. Our legal and psychiatric experts will also consider the ethical and professional responsibilities of attorneys and mental health professionals (forensic and treating) when they are involved in employment litigation. Our panelists will discuss ethical tips and traps when employment lawyers and mental health professionals engage in discovery of psychiatric records, mental examinations, and depositions and trial testimony from expert and treating therapists. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440516 440516 3 G3256 2026-10-15T21:05:00Z 4:06:21 New York NY USA https://www.pli.edu/programs/psychological-issues-in-the-workplace/440517?tCode=WTC5_RSS01 Employment and labor Practice skills (Employment and labor) Litigation Employees from the shop floor to the C-Suite are grappling with a variety of stressors largely out of their control, including the rise of A.I., layoffs, and changing legal, regulatory, and political initiatives.  As the status quo shifts, changes create practical, financial and emotional risks for employees and employers alike. Understanding the role psychological issues play in the genesis, prosecution and defense of employment law claims is critical for employee rights and defense attorneys alike.This program will address in a clear and pragmatic way key employment law issues at the intersection of law and psychology. Harassment, discrimination and retaliation claims, among others, are profoundly impacted by the range of emotions that motivate employees and employers. So, too, are frequent claims involving disabilities and failure to accommodate. This program brings together a representative from the New York City Commission on Human Rights, prominent practitioners from the employee rights and management bars, psychologists, and a former federal magistrate judge to address the creation and litigation of today’s employment law claims. They will identify key legal issues and ways in which psychological factors influence the employees, managers and employers engaged in conflict. Speakers will transcend jargon, identify practical ways of working together, and describe effective strategies to avoid, pursue and resolve litigation.Additionally, this program will focus on the current status of DEI and elimination of bias programs in the legal profession, including the challenges facing attorneys who are neurodivergent or who have a mental disability and the reasonable accommodations and other resources that may be available to them.Employment lawyers often work with mental health professionals, sometimes aligned and at other times adverse. Our legal and psychiatric experts will also consider the ethical and professional responsibilities of attorneys and mental health professionals (forensic and treating) when they are involved in employment litigation. Our panelists will discuss ethical tips and traps when employment lawyers and mental health professionals engage in discovery of psychiatric records, mental examinations, and depositions and trial testimony from expert and treating therapists. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440517 440517 13 G3256 2026-10-15T21:05:00Z 4:06:21 New York NY USA https://www.pli.edu/programs/sports-law-g4178/442059?tCode=WTC5_RSS01 Sports Intellectual property PLI’s Sports Law program covers some of the most pressing legal issues in professional and amateur sports. Lawyers engaged in various aspects of sports law should find the program’s agenda timely, practical and informative as it will cover the latest legal developments and takeaways on a range of emerging topics.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442059 442059 3 G4178 2026-10-16T20:50:00Z 4:51:36 New York NY USA https://www.pli.edu/programs/sports-law-g4178/442060?tCode=WTC5_RSS01 Sports Intellectual property PLI’s Sports Law program covers some of the most pressing legal issues in professional and amateur sports. Lawyers engaged in various aspects of sports law should find the program’s agenda timely, practical and informative as it will cover the latest legal developments and takeaways on a range of emerging topics.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442060 442060 13 G4178 2026-10-16T20:50:00Z 4:51:36 New York NY USA https://www.pli.edu/programs/nuts-and-bolts-of-medicare-and-medicaid/444433?tCode=WTC5_RSS01 Health care Medicare Medicaid Insurance At some point in life, most Americans will qualify for either Medicare or Medicaid or have friends or loved ones who do. Yet, few understand how the two government health care programs work. Whether you work with clients who may benefit from Medicare or Medicaid; work with health care providers, hospitals, pharmacies, or health insurance providers who are compensated by Medicare or Medicaid; or simply want to learn the basics for your own benefit, this program will give you a firm understanding of how these important government programs work. Our expert faculty will explain what each program is, how they are funded, what they cover, the application process, who qualifies, how claims are processed, and limitations on the length and amount of coverage. You will also learn about developments in Medicare reform and Medicaid eligibility. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444433 444433 13 G3250 2026-10-16T21:00:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/hedge-fund-management/442837?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Hedge funds This program is designed for hedge fund attorneys who need practical, current guidance. Across a single day, attendees will examine the developments most encountered by fund managers and their counsel in 2026, including SEC rulemaking and enforcement trends, evolving compliance expectations, investor-driven structuring demands, and cross-border issues involving the Cayman Islands, the UK, and the EU.What makes this program especially valuable is its focus on real-world legal and business judgment. Attendees will hear directly from experienced practitioners and in-house counsel about the issues they are confronting now, from fund structuring, registration, and operational risk to ethics, examinations, and the practical realities of advising managers in a fast-changing market. For attorneys who want sharper insight, stronger issue-spotting, and actionable takeaways they can bring back to clients or their firms immediately, this is a timely and worthwhile program to attend. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442837 442837 3 G3069 2026-10-19T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/hedge-fund-management/442839?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Hedge funds This program is designed for hedge fund attorneys who need practical, current guidance. Across a single day, attendees will examine the developments most encountered by fund managers and their counsel in 2026, including SEC rulemaking and enforcement trends, evolving compliance expectations, investor-driven structuring demands, and cross-border issues involving the Cayman Islands, the UK, and the EU.What makes this program especially valuable is its focus on real-world legal and business judgment. Attendees will hear directly from experienced practitioners and in-house counsel about the issues they are confronting now, from fund structuring, registration, and operational risk to ethics, examinations, and the practical realities of advising managers in a fast-changing market. For attorneys who want sharper insight, stronger issue-spotting, and actionable takeaways they can bring back to clients or their firms immediately, this is a timely and worthwhile program to attend. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442839 442839 13 G3069 2026-10-19T21:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/manufacturing-and-consumer-products-law-institute/442220?tCode=WTC5_RSS01 Commercial law Regulation, compliance, and enforcement (Commercial law) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442220 442220 13 G4103 2026-10-19T20:45:00Z 7:47:35 New York NY USA https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/441296?tCode=WTC5_RSS01 Corporate tax Joint ventures (Corporate law) Spin-offs Tax planning and strategy This three-day program will focus on the tax issues presented by the entire spectrum of modern major corporate transactions, from single-buyer acquisitions of a division or subsidiary to multi-party joint ventures, cross-border mergers, and complex acquisitions of public companies with domestic and foreign operations, including spin-offs and other dispositions of unwanted operations. Tax Strategies 2026 will be the most comprehensive and insightful conference you could possibly attend on corporate tax. You will receive the very latest information, strategies and practical insights available from leading tax practitioners from law firms, accounting firms, corporations and academia from across the United States.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441296 441296 3 G3156 2026-10-22T20:45:00Z 8:18:40 New York NY USA https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/441307?tCode=WTC5_RSS01 Corporate tax Joint ventures (Corporate law) Spin-offs Tax planning and strategy This three-day program will focus on the tax issues presented by the entire spectrum of modern major corporate transactions, from single-buyer acquisitions of a division or subsidiary to multi-party joint ventures, cross-border mergers, and complex acquisitions of public companies with domestic and foreign operations, including spin-offs and other dispositions of unwanted operations. Tax Strategies 2026 will be the most comprehensive and insightful conference you could possibly attend on corporate tax. You will receive the very latest information, strategies and practical insights available from leading tax practitioners from law firms, accounting firms, corporations and academia from across the United States.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441307 441307 13 G3156 2026-11-12T22:45:00Z 8:18:40 Chicago IL USA https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/441302?tCode=WTC5_RSS01 Corporate tax Joint ventures (Corporate law) Spin-offs Tax planning and strategy This three-day program will focus on the tax issues presented by the entire spectrum of modern major corporate transactions, from single-buyer acquisitions of a division or subsidiary to multi-party joint ventures, cross-border mergers, and complex acquisitions of public companies with domestic and foreign operations, including spin-offs and other dispositions of unwanted operations. Tax Strategies 2026 will be the most comprehensive and insightful conference you could possibly attend on corporate tax. You will receive the very latest information, strategies and practical insights available from leading tax practitioners from law firms, accounting firms, corporations and academia from across the United States.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441302 441302 3 G3156 2026-12-11T00:45:00Z 8:18:40 Los Angeles CA USA https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/441301?tCode=WTC5_RSS01 Corporate tax Joint ventures (Corporate law) Spin-offs Tax planning and strategy This three-day program will focus on the tax issues presented by the entire spectrum of modern major corporate transactions, from single-buyer acquisitions of a division or subsidiary to multi-party joint ventures, cross-border mergers, and complex acquisitions of public companies with domestic and foreign operations, including spin-offs and other dispositions of unwanted operations. Tax Strategies 2026 will be the most comprehensive and insightful conference you could possibly attend on corporate tax. You will receive the very latest information, strategies and practical insights available from leading tax practitioners from law firms, accounting firms, corporations and academia from across the United States.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441301 441301 3 G3156 2026-11-12T22:45:00Z 8:18:40 Chicago IL USA https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/441303?tCode=WTC5_RSS01 Corporate tax Joint ventures (Corporate law) Spin-offs Tax planning and strategy This three-day program will focus on the tax issues presented by the entire spectrum of modern major corporate transactions, from single-buyer acquisitions of a division or subsidiary to multi-party joint ventures, cross-border mergers, and complex acquisitions of public companies with domestic and foreign operations, including spin-offs and other dispositions of unwanted operations. Tax Strategies 2026 will be the most comprehensive and insightful conference you could possibly attend on corporate tax. You will receive the very latest information, strategies and practical insights available from leading tax practitioners from law firms, accounting firms, corporations and academia from across the United States.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441303 441303 13 G3156 2026-10-22T20:45:00Z 8:18:40 New York NY USA https://www.pli.edu/programs/cutting-edge-employment-law-issues/444265?tCode=WTC5_RSS01 Employment and labor Wage and hour This full-day event addresses the issues confronted by employment law advisers, litigators and human resources management and professionals, with particular emphasis on California State law considerations. The program combines a comprehensive review of case law and regulatory developments, an in-depth analysis of emerging issues, and practical guidance about best practices to maximize employment law compliance, mitigate legal risk and achieve business objectives. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444265 444265 3 G3261 2026-10-21T23:45:00Z 7:47:35 San Francisco CA USA https://www.pli.edu/programs/cutting-edge-employment-law-issues/444266?tCode=WTC5_RSS01 Employment and labor Wage and hour This full-day event addresses the issues confronted by employment law advisers, litigators and human resources management and professionals, with particular emphasis on California State law considerations. The program combines a comprehensive review of case law and regulatory developments, an in-depth analysis of emerging issues, and practical guidance about best practices to maximize employment law compliance, mitigate legal risk and achieve business objectives. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444266 444266 13 G3261 2026-10-21T23:45:00Z 7:47:35 San Francisco CA USA https://www.pli.edu/programs/illinois-basic-skills-for-newly-admitted-attorneys/443047?tCode=WTC5_RSS01 Ethics and professional responsibility Attorney discipline Professional development Attorney wellness Technology in law practice PLI’s Illinois Basic Skills for Newly Admitted Attorneys is designed to help newly admitted attorneys in Illinois meet their first-year Minimum Continuing Legal Education Basic Skills Course requirements. This program, taught by a faculty of expert practitioners from a range of practice areas, covers important professional responsibility topics and fundamental elements of practice. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443047 443047 3 G3271 2026-10-22T22:00:00Z 8:32:50 Chicago IL USA https://www.pli.edu/programs/illinois-basic-skills-for-newly-admitted-attorneys/443048?tCode=WTC5_RSS01 Ethics and professional responsibility Attorney discipline Professional development Attorney wellness Technology in law practice PLI’s Illinois Basic Skills for Newly Admitted Attorneys is designed to help newly admitted attorneys in Illinois meet their first-year Minimum Continuing Legal Education Basic Skills Course requirements. This program, taught by a faculty of expert practitioners from a range of practice areas, covers important professional responsibility topics and fundamental elements of practice. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443048 443048 13 G3271 2026-10-22T22:00:00Z 8:32:50 Chicago IL USA https://www.pli.edu/programs/best-practices-in-equitable-legal-supervision/444791?tCode=WTC5_RSS01 Employment and labor Public interest law and pro bono Professional development Employees rank quality of supervision as the number one factor in determining employment satisfaction and engagement. Oftentimes, we think being a good lawyer is enough to make someone a good supervisor, but the skill necessary to be an excellent supervisor or people manager can be very different than the ones that allow us to excel in a courtroom. When we find excellent supervisors, it is important to provide the support and systems they need to thrive, especially as we work hard to diversify our staff. Supervision is a two-way relationship, and it can be complicated by the identities involved. This program will provide the basics of excellent supervision and provide systems and strategies to make sure supervision is equitable and effective for both people in the supervision relationship. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444791 444791 20 G4901 2026-10-22T19:30:00Z 3:31:10 San Francisco CA USA https://www.pli.edu/programs/best-practices-in-equitable-legal-supervision/444792?tCode=WTC5_RSS01 Employment and labor Public interest law and pro bono Professional development Employees rank quality of supervision as the number one factor in determining employment satisfaction and engagement. Oftentimes, we think being a good lawyer is enough to make someone a good supervisor, but the skill necessary to be an excellent supervisor or people manager can be very different than the ones that allow us to excel in a courtroom. When we find excellent supervisors, it is important to provide the support and systems they need to thrive, especially as we work hard to diversify our staff. Supervision is a two-way relationship, and it can be complicated by the identities involved. This program will provide the basics of excellent supervision and provide systems and strategies to make sure supervision is equitable and effective for both people in the supervision relationship. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444792 444792 13 G4901 2026-10-22T19:30:00Z 3:31:10 San Francisco CA USA https://www.pli.edu/programs/hot-topics-in-ai-ethical-issues-in-use-of-ai-in-discovery/466829?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Discovery Professional development Technology Artificial intelligence Ethical rules require attorneys to be technologically competent and to be aware of the benefits and risks associated with relevant technologies. The widespread use of AI for drafting pleadings, however, has led to over 1300 reported cases of documents containing citations to non-existent cases being filed with courts. In a recently reported case, an attorney used AI to generate discovery objections which he then cut and pasted into a communication that he sent to opposing counsel and the court. Earlier this year, a federal court entered a protective order with a detailed protocol for the use of AI and LLMs in discovery in the case. These developments signal that lawyers, law firms, and law departments need to have appropriate policies, procedures, and governance in place to avoid ethical violations in discovery and compliance with AI-focused protective orders. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466829 466829 83 G5801 2026-10-22T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/class-action-litigation/442706?tCode=WTC5_RSS01 Class actions Practice skills (Litigation) Securities litigation Join us for an interactive program covering the latest legal developments in class action litigation. Gain insights into recent Supreme Court rulings, explore key ethical considerations, and walk away with actionable strategies for both plaintiff and defense counsel. Whether your focus is employment law, product liability, toxic torts, securities, antitrust, consumer fraud, or civil rights, this program is designed to deliver high-value takeaways for your practice. Learn from experienced litigators and enhance your courtroom skills with practical tips and tools to help you achieve better outcomes for your clients. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442706 442706 3 G3091 2026-10-26T20:30:00Z 7:32:30 New York NY USA https://www.pli.edu/programs/class-action-litigation/442707?tCode=WTC5_RSS01 Class actions Practice skills (Litigation) Securities litigation Join us for an interactive program covering the latest legal developments in class action litigation. Gain insights into recent Supreme Court rulings, explore key ethical considerations, and walk away with actionable strategies for both plaintiff and defense counsel. Whether your focus is employment law, product liability, toxic torts, securities, antitrust, consumer fraud, or civil rights, this program is designed to deliver high-value takeaways for your practice. Learn from experienced litigators and enhance your courtroom skills with practical tips and tools to help you achieve better outcomes for your clients. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442707 442707 13 G3091 2026-10-26T20:30:00Z 7:32:30 New York NY USA https://www.pli.edu/programs/hedge-fund-and-private-equity-enforcement--regulatory-developments/442858?tCode=WTC5_RSS01 Private equity Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Hedge funds This program offers a practical roadmap for attorneys working with hedge funds and private equity funds operating under increasing regulatory and enforcement scrutiny. Every panel is designed to provide timely insight into the latest developments affecting attorneys and compliance professionals in the private funds industry.Faculty members will discuss current government priorities and offer practical guidance for navigating a changing regulatory environment. Panels will examine enforcement priorities from both the regulator’s and defense counsel’s perspectives, giving attendees a balanced view of the issues. Gain insight into current trends affecting hedge funds and private funds, including trading, regulatory reporting, disclosures, conflicts management, and electronic communications recordkeeping.The program will also address the complex legal ethics issues that often arise when overseeing legal and compliance functions or advising clients in the private funds sector. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442858 442858 13 G3200 2026-10-26T20:45:00Z 7:47:35 New York NY USA https://www.pli.edu/programs/hedge-fund-and-private-equity-enforcement--regulatory-developments/442857?tCode=WTC5_RSS01 Private equity Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Hedge funds This program offers a practical roadmap for attorneys working with hedge funds and private equity funds operating under increasing regulatory and enforcement scrutiny. Every panel is designed to provide timely insight into the latest developments affecting attorneys and compliance professionals in the private funds industry.Faculty members will discuss current government priorities and offer practical guidance for navigating a changing regulatory environment. Panels will examine enforcement priorities from both the regulator’s and defense counsel’s perspectives, giving attendees a balanced view of the issues. Gain insight into current trends affecting hedge funds and private funds, including trading, regulatory reporting, disclosures, conflicts management, and electronic communications recordkeeping.The program will also address the complex legal ethics issues that often arise when overseeing legal and compliance functions or advising clients in the private funds sector. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442857 442857 3 G3200 2026-10-26T20:45:00Z 7:47:35 New York NY USA https://www.pli.edu/programs/advanced-venture-capital/444562?tCode=WTC5_RSS01 Banking and finance Corporate finance Financial capital Venture capital Practice skills (Banking and finance) This program provides an in-depth analysis of current VC market conditions and the changing legal environment, and is geared toward the experienced venture capital practitioner. Our expert faculty of lawyers, venture capitalists and business executives will analyze the legal and business issues relevant to navigating today’s evolving venture capital world. We will also address the latest financing trends, current deal terms, exit strategies, and legal and practical implications of the new securities laws on the venture capital market.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444562 444562 3 G3029 2026-10-27T00:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/advanced-venture-capital/444563?tCode=WTC5_RSS01 Banking and finance Corporate finance Financial capital Venture capital Practice skills (Banking and finance) This program provides an in-depth analysis of current VC market conditions and the changing legal environment, and is geared toward the experienced venture capital practitioner. Our expert faculty of lawyers, venture capitalists and business executives will analyze the legal and business issues relevant to navigating today’s evolving venture capital world. We will also address the latest financing trends, current deal terms, exit strategies, and legal and practical implications of the new securities laws on the venture capital market.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444563 444563 13 G3029 2026-10-27T00:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/ethical-issues-in-working-with-pro-bono-clients-in-2026/476571?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Professional conduct Public interest law and pro bono Technology Pro Bono clients are like any other clients in many ways. But some Pro Bono clients present ethical issues for attorneys that often differ from those presented by fee-paying or contingent fee clients. Lawyers sometimes face difficult questions about defining who the client is, communication with clients, clients with diminished capacity, conflicts with fee-paying clients, and many others. Representation of nonprofit organizations also can present difficult ethical issues not faced with most for profit organizations. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476571 476571 83 G5894 2026-10-27T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/presentation-skills-for-attorneys/442774?tCode=WTC5_RSS01 Communication skills (Career development) Leadership skills (Career development) In today's challenging business environment, every attorney needs to deliver key information quickly and clearly in a variety of challenging settings. While we regularly run in-person meetings, we present on virtual platforms too. Whether speaking with partners, making a pitch to clients, or addressing a courtroom, you will learn to share information with confidence and credibility. This two-hour in-person program is designed for all attorneys who are interested in improving their presentation skills.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442774 442774 3 G3059 2026-10-27T20:10:00Z 2:10:43 New York NY USA https://www.pli.edu/programs/representing-clients-struggling-with-mental-health/444771?tCode=WTC5_RSS01 Ethics and professional responsibility Health care Litigation Public interest law and pro bono Practice skills (Public interest law and pro bono) Struggling with your mental health is difficult. Representing individuals who struggle with their mental health can be complicated and rife with difficult discussions. Through this three-hour presentation, Chelsea M. Donaldson, a noted expert on mental health and experienced veterans attorney, will walk through a variety of scenarios of representing people who struggle with their mental health, how to effectively communicate with someone in crisis, and end with a discussion on how to manage an often unwieldy support network while still keeping your oath to your client. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444771 444771 20 G4917 2026-10-28T19:45:00Z 3:46:15 San Francisco CA USA https://www.pli.edu/programs/representing-clients-struggling-with-mental-health/444772?tCode=WTC5_RSS01 Ethics and professional responsibility Health care Litigation Public interest law and pro bono Practice skills (Public interest law and pro bono) Struggling with your mental health is difficult. Representing individuals who struggle with their mental health can be complicated and rife with difficult discussions. Through this three-hour presentation, Chelsea M. Donaldson, a noted expert on mental health and experienced veterans attorney, will walk through a variety of scenarios of representing people who struggle with their mental health, how to effectively communicate with someone in crisis, and end with a discussion on how to manage an often unwieldy support network while still keeping your oath to your client. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444772 444772 13 G4917 2026-10-28T19:45:00Z 3:46:15 San Francisco CA USA https://www.pli.edu/programs/new-york-housing-law-for-the-low-income-client/444007?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Housing This program will provide an overview of housing law for low-income tenants and occupants in New York City. Faculty will review types of rental housing and subsidies, best practices for representation of tenants in housing court, and new developments in NYCHA housing, policies, and procedures. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444007 444007 20 G3142 2026-10-28T21:00:00Z 4:31:30 New York NY USA https://www.pli.edu/programs/new-york-housing-law-for-the-low-income-client/444008?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Housing This program will provide an overview of housing law for low-income tenants and occupants in New York City. Faculty will review types of rental housing and subsidies, best practices for representation of tenants in housing court, and new developments in NYCHA housing, policies, and procedures. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444008 444008 13 G3142 2026-10-28T21:00:00Z 4:31:30 New York NY USA https://www.pli.edu/programs/counseling-the-small-nonprofit/457689?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Nonprofit organizations Professional development Nonprofits are like small businesses, except they have complex federal and state regulatory oversight. This presentation will focus both on substantive nonprofit law and also on best practices for counseling small nonprofits and disseminating understanding of the law to organizations that often do not have any attorneys on staff and are juggling multiple priorities. Attendees will take away the ability to issue spot for federal and state nonprofit law issues, advise clients appropriately and create actions plans with clients for addressing outstanding issues in practical ways. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457689 457689 83 G5670 2026-10-28T18:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/patent-law-institute/442984?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Patents Patent claims Patent litigation The past several years brought a constant barrage of changes in patent law, between proposed new legislation (PERA, PREVAIL), new USPTO filing procedures (DOCX, Patent Center), and Supreme Court activity (Amgen, etc.) at a rate not seen in decades. The Institute is your answer to keeping abreast of these myriad developments, whether your practice focuses on litigation, prosecution, or strategy/transactions. Sit back, listen, and learn and ask questions from our experienced faculty. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442984 442984 3 G3187 2026-10-29T20:45:00Z 7:55:35 New York NY USA https://www.pli.edu/programs/patent-law-institute/442985?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Patents Patent claims Patent litigation The past several years brought a constant barrage of changes in patent law, between proposed new legislation (PERA, PREVAIL), new USPTO filing procedures (DOCX, Patent Center), and Supreme Court activity (Amgen, etc.) at a rate not seen in decades. The Institute is your answer to keeping abreast of these myriad developments, whether your practice focuses on litigation, prosecution, or strategy/transactions. Sit back, listen, and learn and ask questions from our experienced faculty. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442985 442985 13 G3187 2026-10-29T20:45:00Z 7:55:35 New York NY USA https://www.pli.edu/programs/advocating-for-veterans/444777?tCode=WTC5_RSS01 Health care Veterans' health Litigation Public interest law and pro bono Veterans (Public interest law and pro bono) IMPORTANT! If you get accredited by the VA before you attend this training, the last three hours will satisfy the VA’s CLE requirement.1. Attorneys and other advocates must be accredited to practice before the VA. To obtain attorney accreditation you must complete this form: www.va.gov/vaforms/va/pdf/VA21a.pdf.2. Accreditation by the VA may take several weeks, so do not delay filing your application. You can speed up the process by emailing the form to OGCAccreditationMailbox@va.gov.3. Within 12 months after accreditation you are required to complete three hours of qualifying CLE. The afternoon session of this program satisfies that requirement, but only if you have already received your accreditation from the VA. If you have not received it, you should still watch this program, but keep in mind that you will need to complete three additional hours of CLE within 12 months after receiving your accreditation.4. Attorneys and other advocates who become accredited will be listed on a national VA list, and are entitled to represent veterans in their initial claims for VA benefits on a pro bono basis, and on VA benefits appeals for attorney’s fees.There are approximately 18 million veterans of the U.S. Armed Forces. Many of them are not aware of the benefits to which they are entitled. Medical, housing, and financial assistance are available to those who have served in the military, but many veterans most in need are not receiving assistance from the VA. Navigating the VA’s claims system and the Department of Defense’s discharge upgrade process is often difficult and complex. Attorneys with veterans law expertise play an essential role by:Representing veterans in the discharge upgrade process, and thus removing that barrier to benefits, employment, and social services.Developing evidence to “service-connect” their injuries or disabilities.Using current medical or mental health evidence to document the severity of symptoms for accurate disability ratings.Advocating for VA eligibility determinations for those given less-than-fully honorable discharges for minor disciplinary infractions consequent to Post-Traumatic Stress or Traumatic Brain Injury symptoms. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444777 444777 20 G3048 2026-10-30T00:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/advocating-for-veterans/444778?tCode=WTC5_RSS01 Health care Veterans' health Litigation Public interest law and pro bono Veterans (Public interest law and pro bono) IMPORTANT! If you get accredited by the VA before you attend this training, the last three hours will satisfy the VA’s CLE requirement.1. Attorneys and other advocates must be accredited to practice before the VA. To obtain attorney accreditation you must complete this form: www.va.gov/vaforms/va/pdf/VA21a.pdf.2. Accreditation by the VA may take several weeks, so do not delay filing your application. You can speed up the process by emailing the form to OGCAccreditationMailbox@va.gov.3. Within 12 months after accreditation you are required to complete three hours of qualifying CLE. The afternoon session of this program satisfies that requirement, but only if you have already received your accreditation from the VA. If you have not received it, you should still watch this program, but keep in mind that you will need to complete three additional hours of CLE within 12 months after receiving your accreditation.4. Attorneys and other advocates who become accredited will be listed on a national VA list, and are entitled to represent veterans in their initial claims for VA benefits on a pro bono basis, and on VA benefits appeals for attorney’s fees.There are approximately 18 million veterans of the U.S. Armed Forces. Many of them are not aware of the benefits to which they are entitled. Medical, housing, and financial assistance are available to those who have served in the military, but many veterans most in need are not receiving assistance from the VA. Navigating the VA’s claims system and the Department of Defense’s discharge upgrade process is often difficult and complex. Attorneys with veterans law expertise play an essential role by:Representing veterans in the discharge upgrade process, and thus removing that barrier to benefits, employment, and social services.Developing evidence to “service-connect” their injuries or disabilities.Using current medical or mental health evidence to document the severity of symptoms for accurate disability ratings.Advocating for VA eligibility determinations for those given less-than-fully honorable discharges for minor disciplinary infractions consequent to Post-Traumatic Stress or Traumatic Brain Injury symptoms. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444778 444778 13 G3048 2026-10-30T00:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/advanced-compliance-and-ethics-workshop/443689?tCode=WTC5_RSS01 Corporate ethics Corporate governance Regulation, compliance, and enforcement (Securities and other financial products) Effective compliance and ethics (C&E) programs are essential to organizations of all kinds and are expected of companies that wish to be viewed as good corporate citizens. Strong programs help organizations prevent, detect, and respond effectively to misconduct. Robust C&E programs not only reduce the likelihood of devastating criminal and regulatory actions, but they also foster employee trust and strengthen organizational culture.   At this unique Workshop, compliance officers and in-house and law firm attorneys working in the compliance field will learn about leading C&E practices from the exceptional team of Rebecca Walker of Kaplan & Walker and Julian J. Moore of A&O Shearman.  Rebecca and Julian will be joined by a distinguished faculty drawn from prominent corporations, influential law firms, academia, and key government agencies to provide you with the tools you need to enhance your C&E program, protect your company and further your professional development.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443689 443689 3 G3222 2026-10-30T16:15:00Z 3:24:05 New York NY USA https://www.pli.edu/programs/advanced-compliance-and-ethics-workshop/443690?tCode=WTC5_RSS01 Corporate ethics Corporate governance Regulation, compliance, and enforcement (Securities and other financial products) Effective compliance and ethics (C&E) programs are essential to organizations of all kinds and are expected of companies that wish to be viewed as good corporate citizens. Strong programs help organizations prevent, detect, and respond effectively to misconduct. Robust C&E programs not only reduce the likelihood of devastating criminal and regulatory actions, but they also foster employee trust and strengthen organizational culture.   At this unique Workshop, compliance officers and in-house and law firm attorneys working in the compliance field will learn about leading C&E practices from the exceptional team of Rebecca Walker of Kaplan & Walker and Julian J. Moore of A&O Shearman.  Rebecca and Julian will be joined by a distinguished faculty drawn from prominent corporations, influential law firms, academia, and key government agencies to provide you with the tools you need to enhance your C&E program, protect your company and further your professional development.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443690 443690 13 G3222 2026-10-30T16:15:00Z 3:24:05 New York NY USA https://www.pli.edu/programs/lawyering-from-a-trauma-informed-perspective/444001?tCode=WTC5_RSS01 Public interest law and pro bono Practice skills (Public interest law and pro bono) Whether you work in the legal services, nonprofit, law firm, or corporate setting, if you are working with pro bono clients, it is critical to incorporate trauma-informed lawyering skills into your practice. Many pro bono clients have experienced some form of trauma, and understanding how trauma impacts client-attorney interactions and incorporating applicable strategies can help you build effective attorney-client relationships.This program will address how to identify trauma manifestations in client relations as well as how to incorporate best practices you can use to build trust and help your client. The program will also address vicarious trauma, a risk for any attorney, social worker, supervisor, paralegal, caregiver, or anyone else who works with survivors of trauma. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444001 444001 20 G4557 2026-10-30T16:50:00Z 3:51:16 New York NY USA https://www.pli.edu/programs/lawyering-from-a-trauma-informed-perspective/444002?tCode=WTC5_RSS01 Public interest law and pro bono Practice skills (Public interest law and pro bono) Whether you work in the legal services, nonprofit, law firm, or corporate setting, if you are working with pro bono clients, it is critical to incorporate trauma-informed lawyering skills into your practice. Many pro bono clients have experienced some form of trauma, and understanding how trauma impacts client-attorney interactions and incorporating applicable strategies can help you build effective attorney-client relationships.This program will address how to identify trauma manifestations in client relations as well as how to incorporate best practices you can use to build trust and help your client. The program will also address vicarious trauma, a risk for any attorney, social worker, supervisor, paralegal, caregiver, or anyone else who works with survivors of trauma. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444002 444002 13 G4557 2026-10-30T16:50:00Z 3:51:16 New York NY USA https://www.pli.edu/programs/legal-operations/444569?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Legal operations Information, data, and knowledge management (Legal operations) Strategic planning and business development (Legal operations) Legal technology Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444569 444569 3 G3976 2026-10-30T21:15:00Z 3:46:15 New York NY USA https://www.pli.edu/programs/legal-operations/444570?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Legal operations Information, data, and knowledge management (Legal operations) Strategic planning and business development (Legal operations) Legal technology Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444570 444570 13 G3976 2026-10-30T21:15:00Z 3:46:15 New York NY USA https://www.pli.edu/programs/institute-on-securities-regulation/441822?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) The Institute on Securities Regulation brings together the nation’s leading securities and corporate legal experts to deliver practical information, insights and real-world strategies and solutions to the challenges facing you and your clients today. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441822 441822 3 G3238 2026-11-04T21:30:00Z 7:48:30 New York NY USA https://www.pli.edu/programs/institute-on-securities-regulation/441823?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) The Institute on Securities Regulation brings together the nation’s leading securities and corporate legal experts to deliver practical information, insights and real-world strategies and solutions to the challenges facing you and your clients today. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441823 441823 13 G3238 2026-11-04T21:30:00Z 7:48:30 New York NY USA https://www.pli.edu/programs/form-10-k-in-depth-workshop/443762?tCode=WTC5_RSS01 Accounting and financial reporting Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Form 10-K In this hands-on Workshop participants will master the Form 10-K requirements and obtain takeaways to improve 10-K disclosures. Discussions involving core disclosure requirements and examples from Form 10-Ks will build a comprehensive understanding of each Form 10-K Item. Particular focus will be given to the business, risk factors, and management’s discussion and analysis (MD&A) sections. Workshop leaders will guide participants through Form 10-K item-by-item, using PLI’s SEC Reporting Handbook and example filings from different industries. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443762 443762 185 G3213 2026-11-03T21:00:00Z 7:10:20 New York NY USA https://www.pli.edu/programs/form-10-k-in-depth-workshop/443761?tCode=WTC5_RSS01 Accounting and financial reporting Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Form 10-K In this hands-on Workshop participants will master the Form 10-K requirements and obtain takeaways to improve 10-K disclosures. Discussions involving core disclosure requirements and examples from Form 10-Ks will build a comprehensive understanding of each Form 10-K Item. Particular focus will be given to the business, risk factors, and management’s discussion and analysis (MD&A) sections. Workshop leaders will guide participants through Form 10-K item-by-item, using PLI’s SEC Reporting Handbook and example filings from different industries. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443761 443761 186 G3213 2026-11-03T21:00:00Z 7:10:20 New York NY USA https://www.pli.edu/programs/california-privacy-law/444273?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) The California Consumer Privacy Act (CCPA) is currently the most comprehensive privacy law in the country, with changes that took effect January 1, 2020. These changes have clearly affected companies’ legal obligations. This targeted, half-day program is a must-attend for any lawyer who works for a company that does business in California.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444273 444273 13 G3890 2026-11-03T20:30:00Z 3:31:10 San Francisco CA USA https://www.pli.edu/programs/california-privacy-law/444272?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) The California Consumer Privacy Act (CCPA) is currently the most comprehensive privacy law in the country, with changes that took effect January 1, 2020. These changes have clearly affected companies’ legal obligations. This targeted, half-day program is a must-attend for any lawyer who works for a company that does business in California.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444272 444272 3 G3890 2026-11-03T20:30:00Z 3:31:10 San Francisco CA USA https://www.pli.edu/programs/financial-services-regtech-and-regulatory-compliance-forum/444576?tCode=WTC5_RSS01 Investment advisers Regulation, compliance, and enforcement (Securities and other financial products) RegTech Regulation, compliance, and enforcement (Technology) Tailored to address current regulatory developments and everyday practice issues encountered by attorneys and compliance professionals in the securities industry, this half-day program will examine new rules and business trends applicable to fintech and regtech in the securities industry. Included this year is an exploration of artificial intelligence in the securities industry and a targeted panel on digital assets by broker-dealers and advisers. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444576 444576 3 G3006 2026-11-03T21:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/financial-services-regtech-and-regulatory-compliance-forum/444577?tCode=WTC5_RSS01 Investment advisers Regulation, compliance, and enforcement (Securities and other financial products) RegTech Regulation, compliance, and enforcement (Technology) Tailored to address current regulatory developments and everyday practice issues encountered by attorneys and compliance professionals in the securities industry, this half-day program will examine new rules and business trends applicable to fintech and regtech in the securities industry. Included this year is an exploration of artificial intelligence in the securities industry and a targeted panel on digital assets by broker-dealers and advisers. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444577 444577 13 G3006 2026-11-03T21:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/developments-in-pharmaceutical-and-biotech-patent-law/444364?tCode=WTC5_RSS01 Intellectual property Patents Life sciences Biotechnology Pharmaceuticals Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444364 444364 3 G3196 2026-11-04T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/developments-in-pharmaceutical-and-biotech-patent-law/444365?tCode=WTC5_RSS01 Intellectual property Patents Life sciences Biotechnology Pharmaceuticals Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444365 444365 13 G3196 2026-11-04T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/real-world-data-deletion-strategies/471243?tCode=WTC5_RSS01 Corporate governance Information privacy (Cybersecurity and data protection) Professional development Technology Regulation, compliance, and enforcement (Technology) In an era where over-retention of paper, files, emails, and digital data has escalated from a mere nuisance to a significant risk, cost, and drag on the business, many companies find themselves stuck. The challenge isn’t just about compliance or eDiscovery anymore: it’s about freeing up productivity, enabling effective AI use, and changing employees' "save everything forever" habits. If you've struggled with stalled or backfired deletion attempts, this session is for you. Join faculty as they dive into practical, real-world strategies to confidently and defensibly delete data that’s no longer needed.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 471243 471243 83 G5860 2026-11-04T19:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/rethinking-commercial-dispute-management-for-an-evolving-business-and-technology-landscape/473850?tCode=WTC5_RSS01 Dispute resolution Arbitration Mediation Negotiation (Dispute resolution) Settlement (Dispute resolution) Commercial disputes today arise in an increasingly complex and fast-moving global environment shaped by technological change, evolving business models, and growing pressure to manage risk and control costs. This half-day program will explore how companies and their counsel can take a more strategic approach to dispute management—from proactive risk prevention and contract design to the efficient use of mediation, arbitration, and other dispute resolution tools.Through a series of practical discussions with experienced practitioners and business leaders, the program will examine emerging strategies, technologies, and best practices that can help organizations manage disputes more effectively while remaining aligned with broader commercial objectives. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473850 473850 13 G5875 2026-11-05T20:45:00Z 3:46:15 New York NY USA https://www.pli.edu/programs/effective-clo-cfo-collaboration-how-legal-and-finance-intersect-navigate-tensions-and-deliver-enterprise-outcomes/469741?tCode=WTC5_RSS01 Corporate governance Chief financial officers Risk management (Corporate governance) Professional development Law practice management When C-suite leaders cultivate strong, collaborative relationships, they enhance governance, strengthen operational effectiveness and risk oversight, and improve the organization’s ability to respond to complex challenges. The CLO-CFO relationship is particularly critical because Legal and Finance sit at the intersection of strategy, risk, governance, financial discipline, operational execution, stakeholder confidence, and enterprise value creation. In this dynamic one-hour panel discussion, expert faculty will discuss how strong CLO-CFO relationships can move beyond functional silos and contribute to better business outcomes.Whether you are early in your legal career, an in-house counsel working with Finance and other business leaders, or an aspiring General Counsel, this discussion will help you understand why this relationship matters and how to develop the capabilities needed to contribute effectively to successful C-suite relationships. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469741 469741 83 G5840 2026-11-05T19:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/insider-trading-law/442699?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Securities fraud Insider trading Over the last two decades, insider trading has been a critical area of criminal and civil enforcement, and it will likely remain so for some time to come. During this seminar, learn about insider trading law and how it has developed. Explore the application of traditional notions of insider trading to cutting-edge products and technologies, including digital tokens, cryptocurrency platforms, and prediction markets such as Polymarket and Kalshi.This program will explore the state of the law, enforcement priorities, and how clients can avoid the government's crosshairs. Our faculty of experienced litigators—including current and former DOJ prosecutors and SEC and CFTC enforcement attorneys—will address changes in the law, current and future areas of enforcement, and best compliance practices to prevent insider trading. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442699 442699 3 G3010 2026-11-05T21:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/insider-trading-law/442700?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Securities fraud Insider trading Over the last two decades, insider trading has been a critical area of criminal and civil enforcement, and it will likely remain so for some time to come. During this seminar, learn about insider trading law and how it has developed. Explore the application of traditional notions of insider trading to cutting-edge products and technologies, including digital tokens, cryptocurrency platforms, and prediction markets such as Polymarket and Kalshi.This program will explore the state of the law, enforcement priorities, and how clients can avoid the government's crosshairs. Our faculty of experienced litigators—including current and former DOJ prosecutors and SEC and CFTC enforcement attorneys—will address changes in the law, current and future areas of enforcement, and best compliance practices to prevent insider trading. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442700 442700 13 G3010 2026-11-05T21:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/foundations-of-income-tax-accounting-workshop-2026-understanding-and-applying-asc-740/464975?tCode=WTC5_RSS01 Accounting and financial reporting Generally Accepted Accounting Principles Tax accounting Internal control over financial reporting Income tax The FASB’s income tax accounting standards present complex accounting, internal control and system challenges. In this Workshop, you will learn the conceptual underpinnings, overall structure, and key issues in income tax accounting. The complex judgments and estimates involved in income tax accounting will be explored in detail. Concepts will be reinforced by working examples and case studies. This is an interactive Workshop (via Zoom), and open discussion is encouraged to enhance and deepen the learning process.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464975 464975 185 G5781 2026-11-06T21:00:00Z 3:09:00 New York NY USA https://www.pli.edu/programs/section-1983-civil-rights-litigation/442144?tCode=WTC5_RSS01 Constitutional law Litigation Section 1983 litigation (Civil rights litigation) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442144 442144 3 G3018 2026-11-06T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/section-1983-civil-rights-litigation/442145?tCode=WTC5_RSS01 Constitutional law Litigation Section 1983 litigation (Civil rights litigation) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442145 442145 13 G3018 2026-11-06T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/immigration-practice-circuit-court-petitions-for-review/444783?tCode=WTC5_RSS01 Immigration and naturalization Practice skills (Immigration and naturalization) Litigation Appeals Public interest law and pro bono A petition for review before the United States Courts of Appeals is typically the last opportunity for review in immigration cases, after a removal order from the Board of Immigration Appeals (BIA), a decision by the Department of Homeland Security (DHS), or the BIA’s denial of a motion to reopen or reconsider. Recently there have been significant changes in the immigration law landscape, as the U.S. Supreme Court has issued several decisions that impact the adjudication of petitions for review of immigration decisions. The federal courts of appeals also publish numerous precedential decisions addressing immigration law each year. It is more important than ever for advocates to have a clear understanding of the petition for review process. Understanding the review standards and procedures that govern Circuit Court practice is crucial to creating a good record before an Immigration Judge and preserving arguments on direct appeal to the BIA. It is also necessary for the successful resolution of noncitizens’ cases once they reach the Circuit Court level. This training will cover strategies for analyzing BIA decisions and delve into jurisdictional issues, scope and standards of review, oral argument skills, and other skills necessary for representing petitioners before the federal courts of appeals. There is no “prerequisite” for this training, though it will build upon last year’s “Developing an Immigration Appeal–Strategies and Tactics for Success,” which remains available on-demand. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444783 444783 20 G4530 2026-11-06T21:30:00Z 3:31:10 San Francisco CA USA https://www.pli.edu/programs/immigration-practice-circuit-court-petitions-for-review/444784?tCode=WTC5_RSS01 Immigration and naturalization Practice skills (Immigration and naturalization) Litigation Appeals Public interest law and pro bono A petition for review before the United States Courts of Appeals is typically the last opportunity for review in immigration cases, after a removal order from the Board of Immigration Appeals (BIA), a decision by the Department of Homeland Security (DHS), or the BIA’s denial of a motion to reopen or reconsider. Recently there have been significant changes in the immigration law landscape, as the U.S. Supreme Court has issued several decisions that impact the adjudication of petitions for review of immigration decisions. The federal courts of appeals also publish numerous precedential decisions addressing immigration law each year. It is more important than ever for advocates to have a clear understanding of the petition for review process. Understanding the review standards and procedures that govern Circuit Court practice is crucial to creating a good record before an Immigration Judge and preserving arguments on direct appeal to the BIA. It is also necessary for the successful resolution of noncitizens’ cases once they reach the Circuit Court level. This training will cover strategies for analyzing BIA decisions and delve into jurisdictional issues, scope and standards of review, oral argument skills, and other skills necessary for representing petitioners before the federal courts of appeals. There is no “prerequisite” for this training, though it will build upon last year’s “Developing an Immigration Appeal–Strategies and Tactics for Success,” which remains available on-demand. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444784 444784 13 G4530 2026-11-06T21:30:00Z 3:31:10 San Francisco CA USA https://www.pli.edu/programs/knowledge-management--innovation-attorney-summit/444584?tCode=WTC5_RSS01 Legal operations Knowledge management (Legal operations) Legal technology Artificial intelligence Generative AI Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444584 444584 3 G4752 2026-11-09T22:00:00Z 4:31:30 New York NY USA https://www.pli.edu/programs/knowledge-management--innovation-attorney-summit/444585?tCode=WTC5_RSS01 Legal operations Knowledge management (Legal operations) Legal technology Artificial intelligence Generative AI Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444585 444585 13 G4752 2026-11-09T22:00:00Z 4:31:30 New York NY USA https://www.pli.edu/programs/commercial-real-estate-institute/443722?tCode=WTC5_RSS01 Real estate Commercial real estate This year Program Chair Daniel C. Reynolds will lead PLI’s Annual Commercial Real Estate Institute (CREI) program.  CREI is regarded nationally as the definitive course for practitioners handling sophisticated real estate matters.  This program goes beyond the basics of real estate practice to provide the knowledge and insight for attendees to succeed as their clients’ top legal advocates and business allies. Our faculty speakers are considered to be among the best practitioners and most engaging instructors from across the country. Through real-world examples and humorous anecdotes, attendees will learn about litigation developments from those who won critical cases that now shape how we approach commercial real estate transactions. Program attendees will receive up-to-date, experience-based instruction in key areas of commercial real estate, such as financing, leasing, tax implications, strategic deal structuring, insurance, and loan workouts. You will also learn the latest tools in complying with cybersecurity and data privacy regulation and standards of legal ethics in commercial real estate practice, while earning specialized CLE credits in those areas. Whether you decide to learn in-person at PLI’s Anita Shapiro Conference Center in NYC or participate via the live, nationwide webcast, you will come away better equipped to compete in any high-stakes commercial real estate market.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443722 443722 3 G3220 2026-11-10T21:30:00Z 7:40:30 New York NY USA https://www.pli.edu/programs/commercial-real-estate-institute/443723?tCode=WTC5_RSS01 Real estate Commercial real estate This year Program Chair Daniel C. Reynolds will lead PLI’s Annual Commercial Real Estate Institute (CREI) program.  CREI is regarded nationally as the definitive course for practitioners handling sophisticated real estate matters.  This program goes beyond the basics of real estate practice to provide the knowledge and insight for attendees to succeed as their clients’ top legal advocates and business allies. Our faculty speakers are considered to be among the best practitioners and most engaging instructors from across the country. Through real-world examples and humorous anecdotes, attendees will learn about litigation developments from those who won critical cases that now shape how we approach commercial real estate transactions. Program attendees will receive up-to-date, experience-based instruction in key areas of commercial real estate, such as financing, leasing, tax implications, strategic deal structuring, insurance, and loan workouts. You will also learn the latest tools in complying with cybersecurity and data privacy regulation and standards of legal ethics in commercial real estate practice, while earning specialized CLE credits in those areas. Whether you decide to learn in-person at PLI’s Anita Shapiro Conference Center in NYC or participate via the live, nationwide webcast, you will come away better equipped to compete in any high-stakes commercial real estate market.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443723 443723 13 G3220 2026-11-10T21:30:00Z 7:40:30 New York NY USA https://www.pli.edu/programs/think-like-a-lawyer-talk-like-a-geek-get-fluent-in-technology/444329?tCode=WTC5_RSS01 Cybersecurity and data protection Intellectual property Technology Are you prepared to counsel clients on the legal and business risks arising from increasingly autonomous AI systems and next-generation cyber threats? Can you advise companies on the expanding patchwork of U.S. state privacy laws, global data protection requirements, and new rules governing children’s, health, and sensitive personal data? Do you understand how quantum computing may disrupt cybersecurity and data protection frameworks? Are you ready to address litigation risks tied to AI deployment, training data, automated decision-making, and deceptive digital practices?Your clients’ rapidly evolving businesses—and the ethical obligations of the legal profession—require a practical understanding of emerging technologies, technical terminology, and the legal frameworks which govern them. This unique survey program of cutting-edge discussions on technology and the law will provide essential insight into recent developments, critical risks, and emerging trends affecting technology attorneys and their clients. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444329 444329 13 G3246 2026-11-10T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/think-like-a-lawyer-talk-like-a-geek-get-fluent-in-technology/444328?tCode=WTC5_RSS01 Cybersecurity and data protection Intellectual property Technology Are you prepared to counsel clients on the legal and business risks arising from increasingly autonomous AI systems and next-generation cyber threats? Can you advise companies on the expanding patchwork of U.S. state privacy laws, global data protection requirements, and new rules governing children’s, health, and sensitive personal data? Do you understand how quantum computing may disrupt cybersecurity and data protection frameworks? Are you ready to address litigation risks tied to AI deployment, training data, automated decision-making, and deceptive digital practices?Your clients’ rapidly evolving businesses—and the ethical obligations of the legal profession—require a practical understanding of emerging technologies, technical terminology, and the legal frameworks which govern them. This unique survey program of cutting-edge discussions on technology and the law will provide essential insight into recent developments, critical risks, and emerging trends affecting technology attorneys and their clients. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444328 444328 3 G3246 2026-11-10T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/communications-law-in-the-digital-age/441973?tCode=WTC5_RSS01 Communications and telecommunications Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441973 441973 3 G3033 2026-11-13T22:15:00Z 8:40:50 New York NY USA https://www.pli.edu/programs/communications-law-in-the-digital-age/441974?tCode=WTC5_RSS01 Communications and telecommunications Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441974 441974 13 G3033 2026-11-13T22:15:00Z 8:40:50 New York NY USA https://www.pli.edu/programs/international-investment-law--investor-state-dispute-settlement/444597?tCode=WTC5_RSS01 International arbitration Practice skills (International law) Regulation, compliance, and enforcement (International law) Cross-border transactions Settlement (Dispute resolution) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444597 444597 13 G4444 2026-11-12T17:15:00Z 3:26:08 New York NY USA https://www.pli.edu/programs/sec-reporting-skills-workshop-for-financial-professionals-g3211/443339?tCode=WTC5_RSS01 Accounting and financial reporting Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Form 10-K Designed for accounting and financial reporting professionals, this Workshop will help you build the foundational knowledge and practical experience necessary to prepare and review the SEC’s periodic and current reporting forms. Participants will learn the structure and details of Forms 10-K, 10-Q, and 8-K, with particular emphasis on challenging and complex disclosures and how to effectively use the SEC’s guidance. Annual proxy requirements and SEC insider trading rules will also be discussed. Frequent SEC comment areas will be reviewed along with example comments. This interactive, in-depth Workshop is perfect for beginners or as a refresher for experienced SEC reporting professionals.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443339 443339 186 G3211 2026-12-10T21:00:00Z 7:10:20 New York NY USA https://www.pli.edu/programs/sec-reporting-skills-workshop-for-financial-professionals-g3211/443340?tCode=WTC5_RSS01 Accounting and financial reporting Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Form 10-K Designed for accounting and financial reporting professionals, this Workshop will help you build the foundational knowledge and practical experience necessary to prepare and review the SEC’s periodic and current reporting forms. Participants will learn the structure and details of Forms 10-K, 10-Q, and 8-K, with particular emphasis on challenging and complex disclosures and how to effectively use the SEC’s guidance. Annual proxy requirements and SEC insider trading rules will also be discussed. Frequent SEC comment areas will be reviewed along with example comments. This interactive, in-depth Workshop is perfect for beginners or as a refresher for experienced SEC reporting professionals.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443340 443340 185 G3211 2026-12-10T21:00:00Z 7:10:20 New York NY USA https://www.pli.edu/programs/sec-reporting-skills-workshop-for-financial-professionals-g3211/443334?tCode=WTC5_RSS01 Accounting and financial reporting Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Form 10-K Designed for accounting and financial reporting professionals, this Workshop will help you build the foundational knowledge and practical experience necessary to prepare and review the SEC’s periodic and current reporting forms. Participants will learn the structure and details of Forms 10-K, 10-Q, and 8-K, with particular emphasis on challenging and complex disclosures and how to effectively use the SEC’s guidance. Annual proxy requirements and SEC insider trading rules will also be discussed. Frequent SEC comment areas will be reviewed along with example comments. This interactive, in-depth Workshop is perfect for beginners or as a refresher for experienced SEC reporting professionals.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443334 443334 186 G3211 2026-11-14T00:00:00Z 7:10:20 San Francisco CA USA https://www.pli.edu/programs/sec-reporting-skills-workshop-for-financial-professionals-g3211/443335?tCode=WTC5_RSS01 Accounting and financial reporting Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Form 10-K Designed for accounting and financial reporting professionals, this Workshop will help you build the foundational knowledge and practical experience necessary to prepare and review the SEC’s periodic and current reporting forms. Participants will learn the structure and details of Forms 10-K, 10-Q, and 8-K, with particular emphasis on challenging and complex disclosures and how to effectively use the SEC’s guidance. Annual proxy requirements and SEC insider trading rules will also be discussed. Frequent SEC comment areas will be reviewed along with example comments. This interactive, in-depth Workshop is perfect for beginners or as a refresher for experienced SEC reporting professionals.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443335 443335 185 G3211 2026-11-14T00:00:00Z 7:10:20 San Francisco CA USA https://www.pli.edu/programs/securities-offerings/444603?tCode=WTC5_RSS01 Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Practice skills (Securities and other financial products) Securities filings and financial statements Securities offerings This program simulates a public offering from start to finish: from the initial kickoff meeting, to understanding how the law translates into the mechanics of doing an offering, to working with the SEC and applicable stock exchange, to the closing dinner. The “how to do it” approach includes the preparation of registration statements, the SEC review and comment process, stock exchange listing and pricing mechanics. The course will also highlight “hot” topics in the current environment. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444603 444603 3 G3224 2026-11-16T22:15:00Z 8:17:45 New York NY USA https://www.pli.edu/programs/securities-offerings/444604?tCode=WTC5_RSS01 Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Practice skills (Securities and other financial products) Securities filings and financial statements Securities offerings This program simulates a public offering from start to finish: from the initial kickoff meeting, to understanding how the law translates into the mechanics of doing an offering, to working with the SEC and applicable stock exchange, to the closing dinner. The “how to do it” approach includes the preparation of registration statements, the SEC review and comment process, stock exchange listing and pricing mechanics. The course will also highlight “hot” topics in the current environment. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444604 444604 13 G3224 2026-11-16T22:15:00Z 8:17:45 New York NY USA https://www.pli.edu/programs/social-security-disability/462461?tCode=WTC5_RSS01 Medical records Social Security Litigation Public interest law and pro bono This program will address the basics of Social Security law and practice, and how to represent clients with disabilities who are seeking benefits or appealing benefit claim denials. The application and appeals process can be confusing and difficult for the many claimants for disability benefits who cannot afford legal representation, and representation by counsel can make the difference. At the program, experienced practitioners will discuss fundamentals, evolving issues, and practical considerations for representing clients with disabilities who need representation, particularly when the claimant is appealing an unfavorable decision to an Administrative Law Judge or for further review.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462461 462461 20 G3114 2026-11-16T21:50:00Z 4:21:26 New York NY USA https://www.pli.edu/programs/social-security-disability/462462?tCode=WTC5_RSS01 Medical records Social Security Litigation Public interest law and pro bono This program will address the basics of Social Security law and practice, and how to represent clients with disabilities who are seeking benefits or appealing benefit claim denials. The application and appeals process can be confusing and difficult for the many claimants for disability benefits who cannot afford legal representation, and representation by counsel can make the difference. At the program, experienced practitioners will discuss fundamentals, evolving issues, and practical considerations for representing clients with disabilities who need representation, particularly when the claimant is appealing an unfavorable decision to an Administrative Law Judge or for further review.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462462 462462 13 G3114 2026-11-16T21:50:00Z 4:21:26 New York NY USA https://www.pli.edu/programs/outsourcing/444321?tCode=WTC5_RSS01 Cybersecurity and data protection Intellectual property Technology Information technology outsourcing This program is designed to offer valuable insights into the latest trends and best practices in structuring and negotiating information technology outsourcing (ITO), business process outsourcing (BPO) and other outsourcing deals for customers or suppliers, including deal structures, key legal terms, risk allocation, IP considerations, and privacy and data security issues. We will also explore how artificial intelligence (AI) is transforming outsourcing and what practitioners should know in advising on sourcing deals in the AI era. The program focuses on real-world issues. The “hot topics” panel will include perspectives from the supplier, consultant and customer sides. A mock negotiation exercise is designed to highlight practical approaches for addressing especially difficult issues. The final session will overview real-world ethical considerations for lawyers advising clients on sourcing deals.The program provides both a foundation and a better understanding of the complexities involved in structuring, negotiating and documenting outsourcing agreements. By attending, legal professionals will enhance their ability to navigate and manage outsourcing transactions effectively, ensuring they are well-prepared for the evolving landscape of outsourcing in 2026 and beyond. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444321 444321 3 G3245 2026-11-17T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/outsourcing/444322?tCode=WTC5_RSS01 Cybersecurity and data protection Intellectual property Technology Information technology outsourcing This program is designed to offer valuable insights into the latest trends and best practices in structuring and negotiating information technology outsourcing (ITO), business process outsourcing (BPO) and other outsourcing deals for customers or suppliers, including deal structures, key legal terms, risk allocation, IP considerations, and privacy and data security issues. We will also explore how artificial intelligence (AI) is transforming outsourcing and what practitioners should know in advising on sourcing deals in the AI era. The program focuses on real-world issues. The “hot topics” panel will include perspectives from the supplier, consultant and customer sides. A mock negotiation exercise is designed to highlight practical approaches for addressing especially difficult issues. The final session will overview real-world ethical considerations for lawyers advising clients on sourcing deals.The program provides both a foundation and a better understanding of the complexities involved in structuring, negotiating and documenting outsourcing agreements. By attending, legal professionals will enhance their ability to navigate and manage outsourcing transactions effectively, ensuring they are well-prepared for the evolving landscape of outsourcing in 2026 and beyond. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444322 444322 13 G3245 2026-11-17T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/workplace-accommodation-and-leave-challenges/440523?tCode=WTC5_RSS01 Employment and labor Workplace accommodations Leaves of absence Managing leaves of absence and workplace accommodations, including religious accommodations, can be quite challenging for employers and employees alike. Courts do not always agree, health care professionals often fail to provide actionable information, non-traditional religious practices may be confusing to managers and HR professionals, and regulations present compliance pitfalls. Moreover, compliance and process requirements can be difficult to reconcile with the goals of meeting business needs and providing a positive employee experience. This program is for legal and HR professionals who want to understand and manage the complex interplay between the applicable laws and practical considerations. Legal practitioners, third-party leave management providers, and in-house counsel will share legal updates and process options and provide insights into enforcement and industry trends using hypothetical but realistic scenarios. The program’s goal will be to provide a legal framework that helps drive pragmatic and effective solutions for all those who navigate leaves and accommodations on a routine basis. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440523 440523 3 G3839 2026-11-17T21:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/workplace-accommodation-and-leave-challenges/440524?tCode=WTC5_RSS01 Employment and labor Workplace accommodations Leaves of absence Managing leaves of absence and workplace accommodations, including religious accommodations, can be quite challenging for employers and employees alike. Courts do not always agree, health care professionals often fail to provide actionable information, non-traditional religious practices may be confusing to managers and HR professionals, and regulations present compliance pitfalls. Moreover, compliance and process requirements can be difficult to reconcile with the goals of meeting business needs and providing a positive employee experience. This program is for legal and HR professionals who want to understand and manage the complex interplay between the applicable laws and practical considerations. Legal practitioners, third-party leave management providers, and in-house counsel will share legal updates and process options and provide insights into enforcement and industry trends using hypothetical but realistic scenarios. The program’s goal will be to provide a legal framework that helps drive pragmatic and effective solutions for all those who navigate leaves and accommodations on a routine basis. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440524 440524 13 G3839 2026-11-17T21:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/fundamentals-of-investment-adviser-regulation/442215?tCode=WTC5_RSS01 Investment advisers Regulation, compliance, and enforcement (Securities and other financial products) Legal and compliance personnel at investment advisers are navigating a rapidly shifting regulatory landscape and a growing demand for advisory services. The SEC’s current leadership have implemented a more deregulatory posture, with reduced rulemaking activity and the rescission of certain Biden-era guidance. At the same time, the fundamentals of adviser regulation remain firmly in place—advisers must still satisfy their fiduciary duty, maintain robust compliance programs, and respond effectively to SEC examinations and enforcement inquiries. Understanding what has changed, and what has not, is essential for practitioners advising in this environment. At the same time, the business landscape is dynamic with the emergence of digital advice, “break-away” broker dealers and continued innovation regarding advisory programs, including model-based programs.  At this program, attendees will get a solid foundation in the regulatory regime applying to investment advisers. Attendees will learn how the Investment Advisers Act of 1940 and state securities laws interact in governing the advisory industry. In addition to providing a solid foundation, the program will provide extensive discussion and analysis regarding “hot topics” facing advisers today.  A distinguished faculty will offer insights into recent developments, including the SEC’s adviser exam program and recent enforcement cases. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442215 442215 13 G3106 2026-11-18T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/fundamentals-of-investment-adviser-regulation/442214?tCode=WTC5_RSS01 Investment advisers Regulation, compliance, and enforcement (Securities and other financial products) Legal and compliance personnel at investment advisers are navigating a rapidly shifting regulatory landscape and a growing demand for advisory services. The SEC’s current leadership have implemented a more deregulatory posture, with reduced rulemaking activity and the rescission of certain Biden-era guidance. At the same time, the fundamentals of adviser regulation remain firmly in place—advisers must still satisfy their fiduciary duty, maintain robust compliance programs, and respond effectively to SEC examinations and enforcement inquiries. Understanding what has changed, and what has not, is essential for practitioners advising in this environment. At the same time, the business landscape is dynamic with the emergence of digital advice, “break-away” broker dealers and continued innovation regarding advisory programs, including model-based programs.  At this program, attendees will get a solid foundation in the regulatory regime applying to investment advisers. Attendees will learn how the Investment Advisers Act of 1940 and state securities laws interact in governing the advisory industry. In addition to providing a solid foundation, the program will provide extensive discussion and analysis regarding “hot topics” facing advisers today.  A distinguished faculty will offer insights into recent developments, including the SEC’s adviser exam program and recent enforcement cases. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442214 442214 3 G3106 2026-11-18T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/pension-plan-investments/440555?tCode=WTC5_RSS01 Employee benefit plans Retirement benefits Investment fund management Experienced practitioners in the area of ERISA plan investments will provide their perspectives, and share their substantive knowledge, on recent regulatory, interpretive, litigation and market developments relating thereto. The ongoing evolution of the ERISA’s statutory and regulatory landscape ensures a full and engaging agenda for our outstanding panelists to explore and analyze. This conference is an essential venue for learning about evolving ERISA principles applicable to plan investments across a variety of different asset classes, structures and financial instruments. The panelists will discuss these developments from numerous perspectives including from the point of view of plan investors, on the one hand, and financial institutions, investment managers and service providers to plan investors on the other. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440555 440555 13 G3138 2026-11-18T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/plis-california-mcle-marathon/444280?tCode=WTC5_RSS01 Implicit bias (Employment discrimination) Ethics and professional responsibility Attorney substance use disorder Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444280 444280 13 G3198 2026-11-19T01:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/plis-california-mcle-marathon/444279?tCode=WTC5_RSS01 Implicit bias (Employment discrimination) Ethics and professional responsibility Attorney substance use disorder Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444279 444279 3 G3198 2026-11-19T01:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/hot-topics-in-ai-legal-and-regulatory-risks-of-financial-sector-agentic-ai/466960?tCode=WTC5_RSS01 Banking and finance Information technology (Financial services) Cybersecurity and data protection Technology Artificial intelligence As artificial intelligence companies partner with financial institutions across the country, the development of agentic AI has expanded. There are both significant opportunities in deploying agentic AI in the financial sector, and corresponding risk. Various federal and state level legislators and committees have articulated some guidelines for agentic AI use cases, while leaving patchwork-style touchpoints for lawyers, C-Suiters, and governance and compliance professionals. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466960 466960 83 G5806 2026-11-18T19:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/sec-managements-discussion-and-analysis-comments--a-closer-look/465988?tCode=WTC5_RSS01 Accounting and financial reporting Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Regulation, compliance, and enforcement (Securities and other financial products) Management discussion and analysis Management’s discussion and analysis (MD&A) is perennially a top area for SEC comments. Comments frequently focus on expanding quantitative and qualitative discussion of financial statement changes, explaining causal factors, disclosing material known trends, and describing the uncertainty in critical accounting estimates. This program will begin with a brief review of the SEC’s MD&A guidance. This guidance will be applied to detailed real-world examples of MD&A disclosures and the SEC comments and company responses related to those disclosures. Based on these examples, discussion will address how to avoid SEC comments and potentially worse outcomes related to MD&A disclosures. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465988 465988 195 G5795 2026-11-19T19:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/the-convergence-of-artificial-intelligence-and-intellectual-property/443054?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Intellectual property Technology litigation Technology Artificial intelligence Join our experienced faculty as they explore the unique and cutting-edge legal issues arising out of the intersection between artificial intelligence and intellectual property, and how issues at this intersection can have a direct impact on your clients, their businesses, and require thoughtful and innovative approaches to internal policies, governance, and litigation. This program will focus on AI, IP, and data rights issues at the US Federal level with a special emphasis on how major IP and data issues are developing in California and affecting businesses in Silicon Valley and beyond. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443054 443054 3 G5094 2026-11-20T01:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/the-convergence-of-artificial-intelligence-and-intellectual-property/443055?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Intellectual property Technology litigation Technology Artificial intelligence Join our experienced faculty as they explore the unique and cutting-edge legal issues arising out of the intersection between artificial intelligence and intellectual property, and how issues at this intersection can have a direct impact on your clients, their businesses, and require thoughtful and innovative approaches to internal policies, governance, and litigation. This program will focus on AI, IP, and data rights issues at the US Federal level with a special emphasis on how major IP and data issues are developing in California and affecting businesses in Silicon Valley and beyond. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443055 443055 13 G5094 2026-11-20T01:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/operating-segment-disclosures-workshop-2024-new-fasb-requirements-and-challenges/443768?tCode=WTC5_RSS01 Financial accounting Financial reporting (Accounting and financial reporting) Securities and other financial products Disclosures (Securities and other financial products) In this virtual Workshop participants will review the FASB’s standards for operating segment disclosures including discussion of how companies implemented the requirements adopted by the FASB in Accounting Standards Update (ASU) 2023-07. Current SEC perspectives and comments on segment reporting will be discussed. Participants will deepen their understanding though examples and case studies based on public company segment disclosures, related SEC comments, and company responses. This is an interactive Workshop (via Zoom), and open discussion is encouraged to enhance and deepen the learning process.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443768 443768 185 G5123 2026-11-20T21:00:00Z 3:01:00 New York NY USA https://www.pli.edu/programs/directors-institute-on-corporate-governance/441829?tCode=WTC5_RSS01 Corporate governance Board of directors Disclosures (Corporate governance) Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441829 441829 3 G3030 2026-11-23T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/directors-institute-on-corporate-governance/441830?tCode=WTC5_RSS01 Corporate governance Board of directors Disclosures (Corporate governance) Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441830 441830 13 G3030 2026-11-23T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/the-hague-system-at-100/470806?tCode=WTC5_RSS01 This Studio Briefing features a current, candid, and practical view of the Hague System and how parties seeking international design protection can effectively use the system. Viewers will learn key tips for efficient and cost-effective system navigation, methods for addressing potential challenges for applicants, recent modernization efforts, as well as where The Hague System will go next.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470806 470806 32 G5855 1:04:12 https://www.pli.edu/programs/false-advertising-consumer-class-action-trends/470540?tCode=WTC5_RSS01 Communications and telecommunications Online and traditional advertising False advertising Litigation Class actions Class action litigation continues to shape the risk landscape for brands, with plaintiffs’ firms increasingly targeting product claims that resonate with consumers, such as “natural,” “clean,” and performance-driven benefits.  This presentation will examine the latest trends in false advertising class actions, including emerging theories of liability, high-volume claim categories, and practical strategies to mitigate risk in a rapidly evolving environment. Topics will include challenges to ingredient messaging (e.g., “naturally derived”), allegations involving undisclosed substances such as PFAS, and heightened scrutiny of substantiation for efficacy claims. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470540 470540 104 G5853 1:01:29 https://www.pli.edu/programs/false-advertising-consumer-class-action-trends/470559?tCode=WTC5_RSS01 Communications and telecommunications Online and traditional advertising False advertising Litigation Class actions Class action litigation continues to shape the risk landscape for brands, with plaintiffs’ firms increasingly targeting product claims that resonate with consumers, such as “natural,” “clean,” and performance-driven benefits.  This presentation will examine the latest trends in false advertising class actions, including emerging theories of liability, high-volume claim categories, and practical strategies to mitigate risk in a rapidly evolving environment. Topics will include challenges to ingredient messaging (e.g., “naturally derived”), allegations involving undisclosed substances such as PFAS, and heightened scrutiny of substantiation for efficacy claims. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470559 470559 163 G5853 1:02:10 https://www.pli.edu/programs/false-advertising-consumer-class-action-trends/470558?tCode=WTC5_RSS01 Communications and telecommunications Online and traditional advertising False advertising Litigation Class actions Class action litigation continues to shape the risk landscape for brands, with plaintiffs’ firms increasingly targeting product claims that resonate with consumers, such as “natural,” “clean,” and performance-driven benefits.  This presentation will examine the latest trends in false advertising class actions, including emerging theories of liability, high-volume claim categories, and practical strategies to mitigate risk in a rapidly evolving environment. Topics will include challenges to ingredient messaging (e.g., “naturally derived”), allegations involving undisclosed substances such as PFAS, and heightened scrutiny of substantiation for efficacy claims. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470558 470558 98 G5853 1:02:10 https://www.pli.edu/programs/defusing-nuclear-verdicts-whats-driving-them-and-how-to-stop-them/472276?tCode=WTC5_RSS01 Voir dire Litigation financing Practice skills (Litigation) Trial Witnesses Nuclear verdicts—awards far above historical norms—are becoming more common due to changing juror expectations, advanced plaintiff strategies, and increased litigation funding. This program offers legal counsel a coordinated approach to avoid nuclear verdicts for target clients through lobbying, early case assessment and action, new thinking in witness selection and preparation, trial theme development, and damages strategy, paired with corporate practices that enhance jury credibility and help manage social inflation as a risk factor.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472276 472276 32 G5650 1:00:00 https://www.pli.edu/programs/engaging-transactional-attorneys-in-immigration-pro-bono/467770?tCode=WTC5_RSS01 Immigration and naturalization Public interest law and pro bono Practice skills (Public interest law and pro bono) Professional development Pro bono relations and opportunities This program is designed for transactional attorneys who want to bring their drafting, counseling, and problem-solving skills to meaningful pro bono immigration work. Participants will gain insight into current immigration-related pro bono needs. The session highlights how attorneys who are not litigators can make an immediate impact by helping clients in immigration matters. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467770 467770 32 G5813 1:04:24 https://www.pli.edu/programs/florida-rules-update/471419?tCode=WTC5_RSS01 Civil procedure Commercial litigation Discovery Trial Judgment Florida civil practice underwent significant change in 2025, with a comprehensive overhaul of the Rules of Civil Procedure taking effect January 1 and amendments to the Rules of Judicial Practice and General Administration following on July 1. Together, these changes affect how cases are managed from filing through trial, impose new discovery obligations and certification requirements, and update the procedural mechanics that govern day-to-day court filings.This program provides a practical walkthrough of both sets of amendments. Presenters will address the new case management framework, including the three-track system and the court’s emphasis on adherence to scheduling orders, as well as key discovery changes modeled on federal practice, such as initial disclosure obligations and proportionality. The program also covers the procedural rules governing e-filing, time computation, document formatting, and confidential information, with particular attention to areas where practitioners are most likely to encounter compliance issues.Throughout the program, presenters will examine the practical impact of these amendments on day-to-day litigation practice and discuss strategic implications for how attorneys approach case planning, discovery, and motion practice in Florida courts. Attendees will leave with a clear understanding of what has changed, what remains unsettled, and how to adapt their practice to meet the courts’ current expectations. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 471419 471419 32 G5861 1:00:00 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/444043?tCode=WTC5_RSS01 Banking and finance Consumer finance Litigation Public interest law and pro bono Real estate Volunteer lawyers are needed to help the many low-income clients facing a wide assortment of consumer law matters who are unrepresented. Attend this program to learn the basics of consumer law so that you can competently represent a client in need and learn new advocacy skills. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444043 444043 32 G3184 6:46:20 https://www.pli.edu/programs/the-attorney-client-privilege-and-internal-investigations/443663?tCode=WTC5_RSS01 Internal investigations (Corporate law) Attorney-client privilege Ethical issues (Ethics and professional responsibility) Conflicts of interest In-house counsel (Ethics and professional responsibility) Understanding the scope of attorney-client privilege and attorney work product can be daunting for even experienced legal advisors. Yet, because there are no do-overs for inadvertent privilege waivers when responding to government regulators, knowing how to properly distinguish privileged communications from unprotected “business” discussions is an indispensable skill for those conducting internal investigations whether in-house or outside counselTo answer the tough questions on ethics, privilege, and government regulation, PLI and Program Chair Winston Paes have brought together an exceptional panel of experts representing all sides of an investigation. Our faculty will use engaging hypotheticals and visual presentations to discuss real-world circumstances and cases. Participants will come away from this program with an even sharper understanding of how to the balance an attorneys’ obligation to prevent disclosure of otherwise protected information while also advancing the clients’ best interests before federal regulatory offices where cooperation is often key. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443663 443663 32 G3199 2:09:49 https://www.pli.edu/programs/institutional-debt-private-placements/469746?tCode=WTC5_RSS01 Banking and finance Private placement Financial services Securities and other financial products The institutional private placement market has experienced continued and rapid growth in recent years, with new market participants playing a more significant role. In this session, we will discuss how investment grade debt private placements differ from bank debt as well as from public debt. In addition, we will discuss various related debt instruments.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469746 469746 163 G5838 1:02:45 https://www.pli.edu/programs/institutional-debt-private-placements/469745?tCode=WTC5_RSS01 Banking and finance Private placement Financial services Securities and other financial products The institutional private placement market has experienced continued and rapid growth in recent years, with new market participants playing a more significant role. In this session, we will discuss how investment grade debt private placements differ from bank debt as well as from public debt. In addition, we will discuss various related debt instruments.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469745 469745 98 G5838 1:02:45 https://www.pli.edu/programs/institutional-debt-private-placements/469670?tCode=WTC5_RSS01 Banking and finance Private placement Financial services Securities and other financial products The institutional private placement market has experienced continued and rapid growth in recent years, with new market participants playing a more significant role. In this session, we will discuss how investment grade debt private placements differ from bank debt as well as from public debt. In addition, we will discuss various related debt instruments.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469670 469670 104 G5838 1:02:03 https://www.pli.edu/programs/supreme-court-review/442133?tCode=WTC5_RSS01 Constitutional law First Amendment Litigation Civil rights litigation This Term, the Supreme Court’s plenary docket includes many federal constitutional and statutory issues. PLI’s 28th Annual Supreme Court Review program will provide an in-depth analysis of the October 2025 Term. The faculty consists of constitutional and civil rights experts with a wide range of backgrounds and perspectives, including a law school dean, a federal court judge, a Supreme Court journalist, law school professors, and constitutional litigators.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442133 442133 32 G3016 6:09:53 https://www.pli.edu/programs/client-centered-advocacy-in-the-age-of-ai-a-practical-framework-for-building-the-human-skills-that-drive-case-outcomes/469613?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Professional development Attorney-client relations Technology Artificial intelligence Artificial intelligence is rapidly changing legal practice, helping attorneys draft documents, analyze information, and improve efficiency. Yet one of the skills most critical to successful representation remains largely untaught: effective client communication. In practice areas where facts emerge through client stories, attorneys who can build trust, gather information, manage expectations, and communicate with empathy often achieve better outcomes for both clients and cases.This session introduces the BUILD Method, a practical framework for client-centered advocacy that helps attorneys develop communication as a deliberate professional skill. Participants will learn how to implement the framework through intake systems, communication protocols, team training, and case management workflows. The briefing will also explore how AI can support communication training and professional development without replacing professional judgment, and how attorneys can use emerging technology to strengthen communication skills and prepare for difficult client interactions. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469613 469613 104 G5837 1:00:42 https://www.pli.edu/programs/client-centered-advocacy-in-the-age-of-ai-a-practical-framework-for-building-the-human-skills-that-drive-case-outcomes/469622?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Professional development Attorney-client relations Technology Artificial intelligence Artificial intelligence is rapidly changing legal practice, helping attorneys draft documents, analyze information, and improve efficiency. Yet one of the skills most critical to successful representation remains largely untaught: effective client communication. In practice areas where facts emerge through client stories, attorneys who can build trust, gather information, manage expectations, and communicate with empathy often achieve better outcomes for both clients and cases.This session introduces the BUILD Method, a practical framework for client-centered advocacy that helps attorneys develop communication as a deliberate professional skill. Participants will learn how to implement the framework through intake systems, communication protocols, team training, and case management workflows. The briefing will also explore how AI can support communication training and professional development without replacing professional judgment, and how attorneys can use emerging technology to strengthen communication skills and prepare for difficult client interactions. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469622 469622 163 G5837 1:01:23 https://www.pli.edu/programs/client-centered-advocacy-in-the-age-of-ai-a-practical-framework-for-building-the-human-skills-that-drive-case-outcomes/469621?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Professional development Attorney-client relations Technology Artificial intelligence Artificial intelligence is rapidly changing legal practice, helping attorneys draft documents, analyze information, and improve efficiency. Yet one of the skills most critical to successful representation remains largely untaught: effective client communication. In practice areas where facts emerge through client stories, attorneys who can build trust, gather information, manage expectations, and communicate with empathy often achieve better outcomes for both clients and cases.This session introduces the BUILD Method, a practical framework for client-centered advocacy that helps attorneys develop communication as a deliberate professional skill. Participants will learn how to implement the framework through intake systems, communication protocols, team training, and case management workflows. The briefing will also explore how AI can support communication training and professional development without replacing professional judgment, and how attorneys can use emerging technology to strengthen communication skills and prepare for difficult client interactions. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469621 469621 98 G5837 1:01:23 https://www.pli.edu/programs/california-workers-comp-101/470598?tCode=WTC5_RSS01 Workplace health and safety Workplace investigations Practice skills (Insurance) Personal injury litigation This program provides a practical introduction to the California workers’ compensation system, focusing on how claims arise, what benefits are available, and how employers and claims administrators must respond when an injury is reported. Using a simple fact pattern, the presenters walk through the statutory timelines, investigation requirements, and common defenses that shape early claim handling.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470598 470598 32 G5805 1:07:15 https://www.pli.edu/programs/ai-competence-and-law-practice-for-law-students/470790?tCode=WTC5_RSS01 Artificial Intelligence is changing the delivery of legal services in all practice areas and settings. AI tools present enormous opportunities to be more efficient, improve work product quality, and produce better outcomes in law practice. AI tools also present risks, which must be understood and addressed. It is now imperative that law students know how to use AI responsibly and well. This program provides law students with the essential information they need to excel during law school and succeed in their careers.This complimentary 12-module asynchronous course was designed for law schools to incorporate into courses or to offer as required co-curricular training for incoming and early-years law students. The course treats AI as a component of competent practice rather than a standalone technology topic. The program is adaptable for 1L orientation, legal writing courses, clinics, externships, professional responsibility, and co-curricular offerings. Law students can also choose to watch the individual version of this program, with the option of receiving a certificate of completion. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470790 470790 178 G5854 4:31:03 https://www.pli.edu/programs/erisa/440484?tCode=WTC5_RSS01 Employee benefits Retirement benefits Employment and labor Litigation This program has become a must for ERISA/benefits attorneys as well as other practitioners tasked with keeping current on ever-changing benefit law developments for several decades. Our experienced faculty of leading ERISA attorneys will discuss a broad array of current topics, including the new agenda and priorities of the administration, evolving trends in asset management products and services, updates on ERISA litigation and plan governance as well as the latest issues affecting corporate transactions and health and welfare plans. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440484 440484 32 G3204 9:49:42 https://www.pli.edu/programs/attorney-and-provider-digital-safety-we-need-some-protection-too/467545?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Public interest law and pro bono Technology As attorneys, advocates, and service providers for survivors of intimate partner violence, we are incredibly familiar with the ways in which abusers can harass, stalk, threaten, and intimidate survivors online. We are trained and taught how to empower survivors to be knowledgeable about their digital safety and empower themselves to makes smart and safe choices regarding their electronic presence. But when it comes to our own digital security…how are we at taking our own advice?This presentation will focus specifically on digital privacy and safety for attorneys and providers of intimate partner violence services. The training will address online safety tools and familiarity with social media, people search websites, and exposure of personally identifiable information online as well as tools available to protect our own information and that of our communities.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467545 467545 104 G5819 1:00:43 https://www.pli.edu/programs/attorney-and-provider-digital-safety-we-need-some-protection-too/467809?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Public interest law and pro bono Technology As attorneys, advocates, and service providers for survivors of intimate partner violence, we are incredibly familiar with the ways in which abusers can harass, stalk, threaten, and intimidate survivors online. We are trained and taught how to empower survivors to be knowledgeable about their digital safety and empower themselves to makes smart and safe choices regarding their electronic presence. But when it comes to our own digital security…how are we at taking our own advice?This presentation will focus specifically on digital privacy and safety for attorneys and providers of intimate partner violence services. The training will address online safety tools and familiarity with social media, people search websites, and exposure of personally identifiable information online as well as tools available to protect our own information and that of our communities.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467809 467809 163 G5819 1:01:25 https://www.pli.edu/programs/attorney-and-provider-digital-safety-we-need-some-protection-too/467808?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Public interest law and pro bono Technology As attorneys, advocates, and service providers for survivors of intimate partner violence, we are incredibly familiar with the ways in which abusers can harass, stalk, threaten, and intimidate survivors online. We are trained and taught how to empower survivors to be knowledgeable about their digital safety and empower themselves to makes smart and safe choices regarding their electronic presence. But when it comes to our own digital security…how are we at taking our own advice?This presentation will focus specifically on digital privacy and safety for attorneys and providers of intimate partner violence services. The training will address online safety tools and familiarity with social media, people search websites, and exposure of personally identifiable information online as well as tools available to protect our own information and that of our communities.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467808 467808 98 G5819 1:01:25 https://www.pli.edu/programs/medical-legal-partnerships-a-practical-introduction-for-attorneys/468387?tCode=WTC5_RSS01 Health care Public interest law and pro bono Professional development Medical-Legal Partnerships (MLPs) are programs where health care workers and lawyers work together to improve health outcomes by addressing corresponding legal needs and removing legal barriers to healthcare for vulnerable patients. MLPs provide a holistic approach to tackle the systemic issues that negatively impact client health by establishing a close relationship between patients, their care team, community organizations, and lawyers.  This presentation breaks down the M, the L, and the P: the medical benefits to clients and health care providers when lawyers are involved, the many different areas of law that intersect with patient health, and how these partnerships can work. The presenters will address both the substantive legal issues that arise in MLPs as well as other common considerations when working with vulnerable populations in the MLP context. Attendees will learn how MLPs meet the moment of an ever-changing medical and legal landscape and through case examples and substantive information, attendees will gain the knowledge and feel confident in representing clients who have medical concerns that can be met through participation with an MLP. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468387 468387 163 G5823 1:03:04 https://www.pli.edu/programs/medical-legal-partnerships-a-practical-introduction-for-attorneys/468386?tCode=WTC5_RSS01 Health care Public interest law and pro bono Professional development Medical-Legal Partnerships (MLPs) are programs where health care workers and lawyers work together to improve health outcomes by addressing corresponding legal needs and removing legal barriers to healthcare for vulnerable patients. MLPs provide a holistic approach to tackle the systemic issues that negatively impact client health by establishing a close relationship between patients, their care team, community organizations, and lawyers.  This presentation breaks down the M, the L, and the P: the medical benefits to clients and health care providers when lawyers are involved, the many different areas of law that intersect with patient health, and how these partnerships can work. The presenters will address both the substantive legal issues that arise in MLPs as well as other common considerations when working with vulnerable populations in the MLP context. Attendees will learn how MLPs meet the moment of an ever-changing medical and legal landscape and through case examples and substantive information, attendees will gain the knowledge and feel confident in representing clients who have medical concerns that can be met through participation with an MLP. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468386 468386 98 G5823 1:03:05 https://www.pli.edu/programs/medical-legal-partnerships-a-practical-introduction-for-attorneys/468255?tCode=WTC5_RSS01 Health care Public interest law and pro bono Professional development Medical-Legal Partnerships (MLPs) are programs where health care workers and lawyers work together to improve health outcomes by addressing corresponding legal needs and removing legal barriers to healthcare for vulnerable patients. MLPs provide a holistic approach to tackle the systemic issues that negatively impact client health by establishing a close relationship between patients, their care team, community organizations, and lawyers.  This presentation breaks down the M, the L, and the P: the medical benefits to clients and health care providers when lawyers are involved, the many different areas of law that intersect with patient health, and how these partnerships can work. The presenters will address both the substantive legal issues that arise in MLPs as well as other common considerations when working with vulnerable populations in the MLP context. Attendees will learn how MLPs meet the moment of an ever-changing medical and legal landscape and through case examples and substantive information, attendees will gain the knowledge and feel confident in representing clients who have medical concerns that can be met through participation with an MLP. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468255 468255 104 G5823 1:02:22 https://www.pli.edu/programs/how-a-federal-criminal-tax-case-is-investigated-and-prosecuted/468826?tCode=WTC5_RSS01 Corporate law Criminal litigation Securities and other financial products Tax Regulation, compliance, and enforcement (Tax) Please join expert faculty as they discuss how a federal tax case is prosecuted from beginning to end. Attendees will get an insider’s view of how IRS-Criminal Investigation (CI) initiates a case, the most common types of investigations and cases, and the tools IRS-CI uses to investigate a case. Such tools include obtaining records, conducting interviews and executing warrants. This presentation will also cover the approval process to charge a tax case, including the review process by the DOJ Tax Sections and referral to the U.S. Attorney’s Office. Attendees will also learn about how the case is prosecuted, the differences between a plea and trial, and common issues that arise during the sentencing phase of the case.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468826 468826 163 G5825 1:01:00 https://www.pli.edu/programs/how-a-federal-criminal-tax-case-is-investigated-and-prosecuted/468825?tCode=WTC5_RSS01 Corporate law Criminal litigation Securities and other financial products Tax Regulation, compliance, and enforcement (Tax) Please join expert faculty as they discuss how a federal tax case is prosecuted from beginning to end. Attendees will get an insider’s view of how IRS-Criminal Investigation (CI) initiates a case, the most common types of investigations and cases, and the tools IRS-CI uses to investigate a case. Such tools include obtaining records, conducting interviews and executing warrants. This presentation will also cover the approval process to charge a tax case, including the review process by the DOJ Tax Sections and referral to the U.S. Attorney’s Office. Attendees will also learn about how the case is prosecuted, the differences between a plea and trial, and common issues that arise during the sentencing phase of the case.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468825 468825 98 G5825 1:01:00 https://www.pli.edu/programs/how-a-federal-criminal-tax-case-is-investigated-and-prosecuted/468809?tCode=WTC5_RSS01 Corporate law Criminal litigation Securities and other financial products Tax Regulation, compliance, and enforcement (Tax) Please join expert faculty as they discuss how a federal tax case is prosecuted from beginning to end. Attendees will get an insider’s view of how IRS-Criminal Investigation (CI) initiates a case, the most common types of investigations and cases, and the tools IRS-CI uses to investigate a case. Such tools include obtaining records, conducting interviews and executing warrants. This presentation will also cover the approval process to charge a tax case, including the review process by the DOJ Tax Sections and referral to the U.S. Attorney’s Office. Attendees will also learn about how the case is prosecuted, the differences between a plea and trial, and common issues that arise during the sentencing phase of the case.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468809 468809 104 G5825 1:00:19 https://www.pli.edu/programs/ethics-and-conflicts-of-interest-in-law-practice/443271?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Conflicts of interest Practice skills (Ethics and professional responsibility) This hypothetical-driven program features a distinguished faculty of general counsel from leading law firms, who discuss how conflicts of interest may arise in practice - along with the relevant ethical considerations practitioners should consider. The program engages audience members with real-world conflicts scenarios, prompting them to navigate the potential conflicts and ethics issues before them. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443271 443271 32 G3178 2:05:07 https://www.pli.edu/programs/investment-management-institute/442114?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management The investment management landscape is moving fast, where new product structures are reshaping markets and enforcement scrutiny continues to shift. This program is designed to help you stay ahead of what’s next, with practical, experience-driven guidance you can apply immediately in your day-to-day work.Attendees will dig into the SEC’s strategic agenda and the business trends most affecting funds and advisers right now, while hearing directly from the SEC Division of Investment Management in a keynote session that offers rare insight into current priorities and emerging issues.Across timely panels, leading practitioners and regulators will translate complex developments into clear takeaways, covering what recent actions mean in practice, how to approach client matters with confidence, and how to implement best practices when working with SEC staff. Attendees will also explore the growing convergence of public and private markets, evolving retail access structures, and key litigation and enforcement themes shaping the industry. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442114 442114 32 G3163 9:30:20 https://www.pli.edu/programs/navigating-the-digital-minefield-biometrics-deepfakes-and-big-brother-in-the-workplace/458178?tCode=WTC5_RSS01 Cybersecurity and data protection Employment and labor Employee privacy Regulation, compliance, and enforcement (Employment and labor) Technology As remote and hybrid work become the norm, companies are rolling out new tools to monitor workplace compliance issues such as attendance, productivity and compliance with company policies. This presentation will unpack the hidden legal minefields emerging from today’s high-tech workplace. From AI-powered smart glasses to AI-generated misinformation and employee tracking tools, faculty will explore how cutting-edge technologies are colliding with privacy, compliance, and liability concerns in unprecedented ways. Drawn from recent headlines and cases, faculty will delve into real-world scenarios including how AI-equipped smart glasses may raise biometric privacy concerns, how AI-generated “deepfake” images and false social media posts can raise privacy and defamation issues; and how social media posts of “off duty” conduct can lead to employee discipline. This one-hour briefing will provide insights into how emerging technologies can create unexpected legal exposures and attendees will learn proactive measures to address and highlight them.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458178 458178 104 G5682 1:01:18 https://www.pli.edu/programs/navigating-the-digital-minefield-biometrics-deepfakes-and-big-brother-in-the-workplace/475522?tCode=WTC5_RSS01 Cybersecurity and data protection Employment and labor Employee privacy Regulation, compliance, and enforcement (Employment and labor) Technology As remote and hybrid work become the norm, companies are rolling out new tools to monitor workplace compliance issues such as attendance, productivity and compliance with company policies. This presentation will unpack the hidden legal minefields emerging from today’s high-tech workplace. From AI-powered smart glasses to AI-generated misinformation and employee tracking tools, faculty will explore how cutting-edge technologies are colliding with privacy, compliance, and liability concerns in unprecedented ways. Drawn from recent headlines and cases, faculty will delve into real-world scenarios including how AI-equipped smart glasses may raise biometric privacy concerns, how AI-generated “deepfake” images and false social media posts can raise privacy and defamation issues; and how social media posts of “off duty” conduct can lead to employee discipline. This one-hour briefing will provide insights into how emerging technologies can create unexpected legal exposures and attendees will learn proactive measures to address and highlight them.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475522 475522 163 G5682 1:02:00 https://www.pli.edu/programs/navigating-the-digital-minefield-biometrics-deepfakes-and-big-brother-in-the-workplace/475523?tCode=WTC5_RSS01 Cybersecurity and data protection Employment and labor Employee privacy Regulation, compliance, and enforcement (Employment and labor) Technology As remote and hybrid work become the norm, companies are rolling out new tools to monitor workplace compliance issues such as attendance, productivity and compliance with company policies. This presentation will unpack the hidden legal minefields emerging from today’s high-tech workplace. From AI-powered smart glasses to AI-generated misinformation and employee tracking tools, faculty will explore how cutting-edge technologies are colliding with privacy, compliance, and liability concerns in unprecedented ways. Drawn from recent headlines and cases, faculty will delve into real-world scenarios including how AI-equipped smart glasses may raise biometric privacy concerns, how AI-generated “deepfake” images and false social media posts can raise privacy and defamation issues; and how social media posts of “off duty” conduct can lead to employee discipline. This one-hour briefing will provide insights into how emerging technologies can create unexpected legal exposures and attendees will learn proactive measures to address and highlight them.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475523 475523 98 G5682 1:02:00 https://www.pli.edu/programs/rethinking-alcohol-in-legal-culture-a-leadership-framework-for-law-firms/469236?tCode=WTC5_RSS01 Attorney substance use disorder In this Studio Briefing, Melissa Silverstein of The Healed Professional LLC and Eugene R. Quinn Jr. of IP Watchdog, Inc. have a frank conversation regarding the role of alcohol in legal culture and its implications for law firms. Attending this program will equip lawyers with a practical leadership framework to address alcohol-related risks in law firm culture, enabling them to navigate sensitive situations, fulfill ethical obligations, and strengthen firm performance, all without defaulting to inaction or formal escalation. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469236 469236 32 G5829 1:00:00 https://www.pli.edu/programs/when-lawyers-need-help-supporting-colleagues-while-protecting-clients/469212?tCode=WTC5_RSS01 Attorney wellness Attorney substance use disorder In this Studio Briefing Melissa Silverstein of The Healed Professional LLC and Eugene R. Quinn Jr. of IP Watchdog, Inc. discuss strategies to destigmatize mental health and substance use by using practical examples drawn from real recovery experience. Together, they translate key ABA Model Rules (1.1, 1.3, 1.4, and 5.1) into actionable guidance, helping attorneys understand when awareness must become intervention and how to navigate trusted pathways for support within their firms.This program will equip lawyers with the practical tools and the ethical framework needed to recognize and respond to the hidden risks of impairment within high-performing legal practices, particularly in demanding areas such as intellectual property. Participants will learn how stress, substance use, and burnout can intersect with professional responsibility, and how to identify early behavioral and operational warning signs before they escalate into client harm or ethical violations. Ultimately, this studio briefing reframes a critical principle for legal professionals: protecting clients and supporting colleagues are not competing obligations, but rather interconnected duties essential to ethical practice, risk management, and sustainable firm performance. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469212 469212 32 G5828 1:00:57 https://www.pli.edu/programs/co-op-and-condo-legislative-update/469385?tCode=WTC5_RSS01 Real estate Focusing on the New York real estate landscape, this Studio Briefing features insights into recently passed legislation in the New York City Council and New York State Legislature. The faculty also discusses pending legislation that could have a material effect on Cooperative and Condominium Homeowners. The agenda also examine trends in these legislative bodies in their treatment of Cooperative and Condominium housing and how advocates are working for this block of housing to ensure the best legislative outcomes. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469385 469385 32 G5835 1:03:58 https://www.pli.edu/programs/municipal-law-institute/443471?tCode=WTC5_RSS01 Litigation Municipal law Public interest law and pro bono The Annual Municipal Law Institute provides attendees with analysis of important developments, emerging legal issues, and best practices for local government lawyers. This year’s program will explore important issues and developments in crucial areas of municipal law. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443471 443471 32 G3141 6:15:43 https://www.pli.edu/programs/obtaining-u.s.-discovery-in-aid-for-foreign-proceedings-a-practitioners-guide-to-section-1782/469140?tCode=WTC5_RSS01 International law Litigation Discovery As cross-border disputes and investigations grow in scale and complexity, 28 U.S.C. Section 1782 has become an indispensable tool for parties litigating outside the United States. With applications surging roughly 300% over the past decade, Section 1782 is now a cornerstone of cross-border litigation strategy. The statute affords foreign litigants the ability to obtain discovery from individuals and entities located in the United States—including major financial institutions and wire clearing houses—for use in a foreign proceeding, achieving a breadth and speed of discovery that is often unavailable in other jurisdictions. This presentation is a practitioner-focused guide to obtaining U.S. discovery in aid of a foreign proceeding under Section 1782. We walk through the full lifecycle of a Section 1782 proceeding—from filing an ex parte application and serving subpoenas, to litigating challenges, obtaining and using the resulting discovery, and navigating appeals. Grounded in recent case law, the program offers practical, battle-tested guidance on the process, the obstacles that may arise, and how to overcome them. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469140 469140 163 G5830 1:01:43 https://www.pli.edu/programs/obtaining-u.s.-discovery-in-aid-for-foreign-proceedings-a-practitioners-guide-to-section-1782/469139?tCode=WTC5_RSS01 International law Litigation Discovery As cross-border disputes and investigations grow in scale and complexity, 28 U.S.C. Section 1782 has become an indispensable tool for parties litigating outside the United States. With applications surging roughly 300% over the past decade, Section 1782 is now a cornerstone of cross-border litigation strategy. The statute affords foreign litigants the ability to obtain discovery from individuals and entities located in the United States—including major financial institutions and wire clearing houses—for use in a foreign proceeding, achieving a breadth and speed of discovery that is often unavailable in other jurisdictions. This presentation is a practitioner-focused guide to obtaining U.S. discovery in aid of a foreign proceeding under Section 1782. We walk through the full lifecycle of a Section 1782 proceeding—from filing an ex parte application and serving subpoenas, to litigating challenges, obtaining and using the resulting discovery, and navigating appeals. Grounded in recent case law, the program offers practical, battle-tested guidance on the process, the obstacles that may arise, and how to overcome them. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469139 469139 98 G5830 1:01:43 https://www.pli.edu/programs/obtaining-u.s.-discovery-in-aid-for-foreign-proceedings-a-practitioners-guide-to-section-1782/469090?tCode=WTC5_RSS01 International law Litigation Discovery As cross-border disputes and investigations grow in scale and complexity, 28 U.S.C. Section 1782 has become an indispensable tool for parties litigating outside the United States. With applications surging roughly 300% over the past decade, Section 1782 is now a cornerstone of cross-border litigation strategy. The statute affords foreign litigants the ability to obtain discovery from individuals and entities located in the United States—including major financial institutions and wire clearing houses—for use in a foreign proceeding, achieving a breadth and speed of discovery that is often unavailable in other jurisdictions. This presentation is a practitioner-focused guide to obtaining U.S. discovery in aid of a foreign proceeding under Section 1782. We walk through the full lifecycle of a Section 1782 proceeding—from filing an ex parte application and serving subpoenas, to litigating challenges, obtaining and using the resulting discovery, and navigating appeals. Grounded in recent case law, the program offers practical, battle-tested guidance on the process, the obstacles that may arise, and how to overcome them. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469090 469090 104 G5830 1:01:02 https://www.pli.edu/programs/childrens-law-institute/443264?tCode=WTC5_RSS01 Family law Family court Practice skills (Family law) Juvenile delinquency Child welfare Child welfare and juvenile justice practice demands more than legal knowledge — it requires practitioners to navigate intersecting systems, evolving court structures, and complex ethical terrain, all while advocating for clients at their most vulnerable. Whether you represent children, parents, or agencies, in private practice, government, or public interest work, the stakes are high and the legal landscape is constantly shifting.PLI's 29th Annual Children's Law Institute brings together leading practitioners, judges, and advocates to address the issues that matter most to Family Court practitioners today. From the latest case law in neglect, abuse, and termination of parental rights to the emerging procedural framework of the Youth Part, from federal school stability protections for foster youth to the ethical obligations that arise when you witness misconduct in the courtroom — this program delivers the substantive updates and practical tools you need to represent your clients with confidence and integrity. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443264 443264 32 G3132 5:11:12 https://www.pli.edu/programs/ai-in-insurance--defense-practice/472612?tCode=WTC5_RSS01 Ethics and professional responsibility Insurance Litigation Artificial intelligence Artificial intelligence is rapidly changing how insurers, claims professionals, and defense counsel evaluate claims, analyze coverage, review discovery, prepare witnesses, assess damages, develop litigation strategy, and draft legal work. These tools can improve speed, consistency, and efficiency. They can also create serious risks involving confidentiality, privilege, accuracy, billing, bias, supervision, candor to courts, and professional liability. Lawyers remain responsible for every AI-assisted communication, recommendation, discovery response, pleading, motion, and filing. Insurers and defense firms must also understand how AI systems collect, retain, process, and use confidential claim and litigation information. As courts, regulators, clients, and state bars increase their scrutiny of AI use, organizations need practical policies, verification protocols, approved-tool requirements, training programs, and human-review safeguards. This ethics program examines how insurers and defense counsel are using AI, the ethical rules governing those uses, and the practical guardrails needed to improve efficiency without sacrificing professional judgment, client trust, data security, or litigation integrity.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472612 472612 32 G5866 1:00:00 https://www.pli.edu/programs/defending-immigration-removal-proceedings/443465?tCode=WTC5_RSS01 Immigration and naturalization Removal proceedings (Immigration and naturalization) Public interest law and pro bono Non-citizens facing removal are in need of competent and knowledgeable representation. Studies have shown that those without legal representation face a significantly higher risk of removal, regardless of eligibility for relief. Trained counsel and pro bono attorneys can help fill the need for representation. At this program, expert practitioners will provide a comprehensive, nuts and bolts overview of the laws and policies governing removal and potential avenues for relief and best practices. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443465 443465 32 G3134 6:28:15 https://www.pli.edu/programs/protecting-innovation-a-governance-framework-for-intellectual-property/469245?tCode=WTC5_RSS01 Corporate governance Intellectual property Intellectual property licensing Litigation Technology Innovation is one of a company's most valuable competitive advantages, attracting talent and investment, driving revenue, and building lasting brand loyalty. Yet the intellectual property (IP) that underlies innovation is also among a company's most vulnerable assets, exposed to risks that can undermine years of investment and, in some cases, threaten the business itself. Despite the stakes, many companies lack the governance structures needed to systematically identify, protect, and leverage their IP portfolios. This program offers a practical framework for building effective innovation governance, guiding attendees through the key strategies that protect IP assets and strengthen overall business resilience. In-house counsel, IP practitioners, corporate attorneys, and business professionals responsible for managing IP risk should attend. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469245 469245 104 G5831 1:01:59 https://www.pli.edu/programs/protecting-innovation-a-governance-framework-for-intellectual-property/469249?tCode=WTC5_RSS01 Corporate governance Intellectual property Intellectual property licensing Litigation Technology Innovation is one of a company's most valuable competitive advantages, attracting talent and investment, driving revenue, and building lasting brand loyalty. Yet the intellectual property (IP) that underlies innovation is also among a company's most vulnerable assets, exposed to risks that can undermine years of investment and, in some cases, threaten the business itself. Despite the stakes, many companies lack the governance structures needed to systematically identify, protect, and leverage their IP portfolios. This program offers a practical framework for building effective innovation governance, guiding attendees through the key strategies that protect IP assets and strengthen overall business resilience. In-house counsel, IP practitioners, corporate attorneys, and business professionals responsible for managing IP risk should attend. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469249 469249 163 G5831 1:02:41 https://www.pli.edu/programs/protecting-innovation-a-governance-framework-for-intellectual-property/469248?tCode=WTC5_RSS01 Corporate governance Intellectual property Intellectual property licensing Litigation Technology Innovation is one of a company's most valuable competitive advantages, attracting talent and investment, driving revenue, and building lasting brand loyalty. Yet the intellectual property (IP) that underlies innovation is also among a company's most vulnerable assets, exposed to risks that can undermine years of investment and, in some cases, threaten the business itself. Despite the stakes, many companies lack the governance structures needed to systematically identify, protect, and leverage their IP portfolios. This program offers a practical framework for building effective innovation governance, guiding attendees through the key strategies that protect IP assets and strengthen overall business resilience. In-house counsel, IP practitioners, corporate attorneys, and business professionals responsible for managing IP risk should attend. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469248 469248 98 G5831 1:02:41 https://www.pli.edu/programs/pct-safeguards-every-us-practitioner-should-know/469337?tCode=WTC5_RSS01 This PLI Studio Briefing explores key concepts behind the Patent Cooperation Treaty (PCT) application process. Viewers of this program should be prepared to effectively rely on some of the most important safeguards in the PCT system, including the Rule 19.4 safety net, claiming priority in a PCT application, incorporation by reference and other key provisions. Featuring senior WIPO staff discussing how US practitioners can most effectively navigate the PCT process, this Studio Briefing offers counsel with immediately practical guidance for this complex area of IP practice.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469337 469337 32 G5834 0:57:42 https://www.pli.edu/programs/wipo-madrid-system-strategy-tools-and-real-world-practice/469342?tCode=WTC5_RSS01 This PLI Studio Briefing explores key concepts behind the WIPO Madrid System, a powerful tool for seeking trademark protection in multiple markets. This session will provide a brief refresher/overview of the Madrid System, highlight recent legal updates and other changes, and will explore how experienced practitioners approach filings international trademark registrations, and how WIPO has responded to longstanding pain points expressed by System users. The format is deliberately conversational, practical, talking through real issues, not reading from slides. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469342 469342 32 G5833 1:05:47 https://www.pli.edu/programs/global-influencer-compliance-lessons-from-recent-failures-and-emerging-risks/467923?tCode=WTC5_RSS01 Communications and telecommunications Online and traditional advertising Social media International law Online platforms This session explores how influencer marketing continues to create legal exposure worldwide, with a focus on notable compliance failures, enforcement actions and evolving regulatory expectations. Participants will learn how regulators address influencer misconduct, how rules for child creators and AI-driven influencers are developing and what brands should include in their influencer agreements to reduce risk. The discussion emphasizes practical strategies for navigating a rapidly shifting global landscape. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467923 467923 163 G5820 1:03:01 https://www.pli.edu/programs/global-influencer-compliance-lessons-from-recent-failures-and-emerging-risks/467922?tCode=WTC5_RSS01 Communications and telecommunications Online and traditional advertising Social media International law Online platforms This session explores how influencer marketing continues to create legal exposure worldwide, with a focus on notable compliance failures, enforcement actions and evolving regulatory expectations. Participants will learn how regulators address influencer misconduct, how rules for child creators and AI-driven influencers are developing and what brands should include in their influencer agreements to reduce risk. The discussion emphasizes practical strategies for navigating a rapidly shifting global landscape. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467922 467922 98 G5820 1:03:01 https://www.pli.edu/programs/global-influencer-compliance-lessons-from-recent-failures-and-emerging-risks/467805?tCode=WTC5_RSS01 Communications and telecommunications Online and traditional advertising Social media International law Online platforms This session explores how influencer marketing continues to create legal exposure worldwide, with a focus on notable compliance failures, enforcement actions and evolving regulatory expectations. Participants will learn how regulators address influencer misconduct, how rules for child creators and AI-driven influencers are developing and what brands should include in their influencer agreements to reduce risk. The discussion emphasizes practical strategies for navigating a rapidly shifting global landscape. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467805 467805 104 G5820 1:02:20 https://www.pli.edu/programs/basics-of-international-taxation/441285?tCode=WTC5_RSS01 Corporate tax International tax Tax Tax planning and strategy In a global business environment, transactions with customers and suppliers often transcend national borders, and investment and activities are frequently cross-border as well. An understanding of the U.S. international tax rules, especially in the current environment, is of paramount importance to a wide variety of tax and corporate professionals.This year’s program will be led by international tax experts and focuses on specific types of outbound and inbound investment and activities, and their U.S. tax consequences. Each panel will focus upon the issues raised by inbound and outbound investments and describe how the U.S. tax rules address these issues. Special attention will be given to the ways the U.S. tax rules impact financings, mergers, acquisitions, and other commercial activities.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441285 441285 32 G3155 13:10:59 https://www.pli.edu/programs/the-lawyers-voice-presence-and-language-in-legal-practice/467307?tCode=WTC5_RSS01 Litigation Professional development Career development Many of the most consequential moments in legal practice happen through the lawyer’s voice in real time. A judge, jury, witness, colleague, or client is not only processing the words, but assessing the lawyer as an advocate: their clarity, steadiness, responsiveness, competence, and credibility in the moment. As AI assists with more drafting, research, and first-pass analysis, these live human capacities are becoming more visible, not less. Yet much communication training for lawyers works only at the surface level: artificial vocal variation, gesture coaching, forced pauses, and projected confidence, while leaving the deeper physical and rhetorical capacities of legal speech undertrained. As a result, lawyers often enter the moments that matter with the analytic side of their training ready to go, while the embodied, human side — breath, voice, presence, movement, listening, and connection — receives far less rigorous attention. This disconnect can keep strong legal analysis from landing fully with factfinders, clients, and colleagues. Drawing on classical rhetoric, linguistics, conservatory-level voice and speech training, and applied performance practice, this session reveals voice, presence, and language as necessary legal skills with their own architecture, training methods, and signs of measurable progress. Participants will come away with actionable oral advocacy tools that help legal meaning land in the room with clarity, credibility, and gravitas, rather than remaining trapped in analysis. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467307 467307 104 G5812 1:02:09 https://www.pli.edu/programs/the-lawyers-voice-presence-and-language-in-legal-practice/467315?tCode=WTC5_RSS01 Litigation Professional development Career development Many of the most consequential moments in legal practice happen through the lawyer’s voice in real time. A judge, jury, witness, colleague, or client is not only processing the words, but assessing the lawyer as an advocate: their clarity, steadiness, responsiveness, competence, and credibility in the moment. As AI assists with more drafting, research, and first-pass analysis, these live human capacities are becoming more visible, not less. Yet much communication training for lawyers works only at the surface level: artificial vocal variation, gesture coaching, forced pauses, and projected confidence, while leaving the deeper physical and rhetorical capacities of legal speech undertrained. As a result, lawyers often enter the moments that matter with the analytic side of their training ready to go, while the embodied, human side — breath, voice, presence, movement, listening, and connection — receives far less rigorous attention. This disconnect can keep strong legal analysis from landing fully with factfinders, clients, and colleagues. Drawing on classical rhetoric, linguistics, conservatory-level voice and speech training, and applied performance practice, this session reveals voice, presence, and language as necessary legal skills with their own architecture, training methods, and signs of measurable progress. Participants will come away with actionable oral advocacy tools that help legal meaning land in the room with clarity, credibility, and gravitas, rather than remaining trapped in analysis. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467315 467315 98 G5812 1:02:51 https://www.pli.edu/programs/the-lawyers-voice-presence-and-language-in-legal-practice/467314?tCode=WTC5_RSS01 Litigation Professional development Career development Many of the most consequential moments in legal practice happen through the lawyer’s voice in real time. A judge, jury, witness, colleague, or client is not only processing the words, but assessing the lawyer as an advocate: their clarity, steadiness, responsiveness, competence, and credibility in the moment. As AI assists with more drafting, research, and first-pass analysis, these live human capacities are becoming more visible, not less. Yet much communication training for lawyers works only at the surface level: artificial vocal variation, gesture coaching, forced pauses, and projected confidence, while leaving the deeper physical and rhetorical capacities of legal speech undertrained. As a result, lawyers often enter the moments that matter with the analytic side of their training ready to go, while the embodied, human side — breath, voice, presence, movement, listening, and connection — receives far less rigorous attention. This disconnect can keep strong legal analysis from landing fully with factfinders, clients, and colleagues. Drawing on classical rhetoric, linguistics, conservatory-level voice and speech training, and applied performance practice, this session reveals voice, presence, and language as necessary legal skills with their own architecture, training methods, and signs of measurable progress. Participants will come away with actionable oral advocacy tools that help legal meaning land in the room with clarity, credibility, and gravitas, rather than remaining trapped in analysis. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467314 467314 163 G5812 1:02:51 https://www.pli.edu/programs/cybersecurity-best-practices-for-legal-services-providers/444303?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Intellectual property Technology in law practice Technology In a world of advanced and persistent attacks, cybersecurity has become a top concern. Lawyers and law firms protect confidential client data, personal information about employees, and even market-moving information about transactions under development. In this program, an expert faculty will review current threats, professional standards of care, and the policies, procedures, and training legal practitioners can use to meet the challenges.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444303 444303 32 G3240 2:12:09 https://www.pli.edu/programs/patenting-blockchains-technical-introduction-to-blockchains-for-patent-lawyers/463793?tCode=WTC5_RSS01 Intellectual property Patents Technology Blockchain Cryptocurrencies Following recent changes in SEC policy, cryptocurrencies remain in the headlines, but the focus on crypto can obscure the continued progress in using blockchains for technologies such as payments, information security, and collaborative databases. In these areas and others, innovators continue to realize the transformative potential of blockchains and distributed ledger technologies. Even now, “blockchain” may still suggest money laundering and darknets to some. But blockchains are much more than cryptocurrencies: they and related technologies promise new, transformative solutions to problems of trust, control, and distribution of data.Patenting blockchains in the U.S. often raises issues of patent eligibility that have taken on new importance following the Supreme Court’s decisions in Mayo, Alice, and other cases, and their ongoing elaboration by the Federal Circuit. These issues can be particularly acute considering how many applications of blockchains relate to FinTech or improvements to business practices. Moreover, some popular blockchain technologies and applications derive much of their appeal from being nonproprietary, so a patent may not always be the right tool.This one-hour discussion will provide a technical introduction to Blockchains for patent lawyers, law firm attorneys and In-house Counsel and help you understand the technical context of distributed ledger technologies (DLT), including blockchains, with an eye to improved patent drafting and distinguishing patentable inventions from prior art.PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463793 463793 32 G5765 1:00:39 https://www.pli.edu/programs/patenting-blockchains-blockchain-applications--including-cryptocurrencies-and-non-fungible-tokens-nfts-in-house-perspectives/463798?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Securities and other financial products) Technology Blockchain Cryptocurrencies Following recent changes in SEC policy, cryptocurrencies remain in the headlines, but the focus on crypto can obscure the continued progress in using blockchains for technologies such as payments, information security, and collaborative databases. In these areas and others, innovators continue to realize the transformative potential of blockchains and distributed ledger technologies. Even now, “blockchain” may still suggest money laundering and darknets to some. But blockchains are much more than cryptocurrencies: they and related technologies promise new, transformative solutions to problems of trust, control, and distribution of data.Patenting blockchains in the U.S. often raises issues of patent eligibility that have taken on new importance following the Supreme Court’s decisions in Mayo, Alice, and other cases, and their ongoing elaboration by the Federal Circuit. These issues can be particularly acute considering how many applications of blockchains relate to FinTech or improvements to business practices. Moreover, some popular blockchain technologies and applications derive much of their appeal from being nonproprietary, so a patent may not always be the right tool.This one-hour session will review common applications of DLT to provide a background for understanding and identifying innovations, relating them to existing businesses and ecosystems, and relating them to legal strategies for protecting IP.PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463798 463798 32 G5766 1:03:28 https://www.pli.edu/programs/patenting-blockchains-blockchain-patenting-strategy-in-relation-to-business-strategy/463803?tCode=WTC5_RSS01 Intellectual property Patents Technology Blockchain Cryptocurrencies Following recent changes in SEC policy, cryptocurrencies remain in the headlines, but the focus on crypto can obscure the continued progress in using blockchains for technologies such as payments, information security, and collaborative databases. In these areas and others, innovators continue to realize the transformative potential of blockchains and distributed ledger technologies. Even now, “blockchain” may still suggest money laundering and darknets to some. But blockchains are much more than cryptocurrencies: they and related technologies promise new, transformative solutions to problems of trust, control, and distribution of data.Patenting blockchains in the U.S. often raises issues of patent eligibility that have taken on new importance following the Supreme Court’s decisions in Mayo, Alice, and other cases, and their ongoing elaboration by the Federal Circuit. These issues can be particularly acute considering how many applications of blockchains relate to FinTech or improvements to business practices. Moreover, some popular blockchain technologies and applications derive much of their appeal from being nonproprietary, so a patent may not always be the right tool.This one-hour program will illustrate the role of DLT and its IP protection in business strategy, drafting and prosecuting patent applications for DLT to maximize the chance of securing valid, enforceable, and valuable patents.PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463803 463803 32 G5767 1:01:12 https://www.pli.edu/programs/in-house-counsel-playbook-how-to-be-effective-and-valuable-in-your-role-at-all-levels/473815?tCode=WTC5_RSS01 Practice skills (Commercial law) Regulation, compliance, and enforcement (Commercial law) Practice skills (Corporate law) Resource management (Legal operations) Strategic planning and business development (Legal operations) In-house counsel is a very different role from outside counsel (i.e., being an attorney at a law firm). It involves special skills consistently impacting the intersection of legal and business. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473815 473815 32 G5870 1:00:00 https://www.pli.edu/programs/select-concepts-in-drafting-contracts-analyzing-ambiguities-and-contract-boilerplate/441846?tCode=WTC5_RSS01 Corporate law Practice skills (Corporate law) Legal writing, drafting, and negotiation Practice skills (Securities and other financial products) The reduction to writing of an agreed-upon understanding among parties can sometimes be viewed as a cursory step in formalizing a business relationship. Yet the manner in which concepts are expressed on a page is often as important as the concepts themselves. Solid contract-drafting skills are therefore essential tools to any professional who deals with transactions or business relationships. Unfortunately, although contract counterparties might have the best of intentions, many contracts—even those drafted by experienced attorneys and those relating to the most prominent of transactions—are plagued with ambiguities, inconsistencies, unintended imprecision, and “bloat” from rhetorical emphasis, rendering them confusing, risky, and potentially very costly. This course is designed to convey fundamental—but often unconsidered—principles to assist both newly admitted and seasoned attorneys with drafting, analyzing, and interpreting contracts. Unlike many other contract-drafting courses, this course focuses on the manner in which concepts are expressed in a contract, rather than the substance of any provision or contract in particular.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441846 441846 32 G3706 3:03:02 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/444296?tCode=WTC5_RSS01 Legal innovation Legal services outsourcing and management Technology in law practice Artificial intelligence Generative AI Artificial intelligence is changing the delivery of legal services in all practice areas and settings. The technology continues to evolve and new tools are rapidly being developed and deployed. These new tools present enormous opportunities to be more efficient, improve work product quality, and produce better outcomes in law practice and at the same time create new risks that lawyers need to understand and manage well. Lawyers must have a foundational understanding of AI to fulfill their ethical obligations and capture opportunities to innovate successfully with AI. This program provides that foundation, addressing at a functional level how large language models, generative AI, agentic AI and other AI tools work, as well as recent developments in this space. The expert faculty will then explore the roles and impacts that AI tools can have on legal workflows, various AI use cases, considerations for building AI tools, evaluating AI performance, benefits, and risks, and the ethical, legal, and compliance considerations you need to be aware of as AI continues to reshape the practice of law. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444296 444296 32 G5195 7:17:59 https://www.pli.edu/programs/basics-of-business-divorce-litigation/464823?tCode=WTC5_RSS01 Accounting and financial reporting Corporate law Intellectual property Litigation Dispute resolution This one-hour briefing provides a practical overview of business divorce litigation, focusing on disputes among owners of closely held corporations and LLCs. The program will examine common triggers for owner disputes, including deadlock, freeze-outs, and fiduciary misconduct, and will compare the statutory frameworks governing dissolution and member/shareholder rights. Attendees will gain insight into key causes of action, valuation standards (including “fair value” vs. “fair market value”), and strategic considerations in litigating or resolving these disputes. The program will also highlight oppression remedies, buyout rights, and the role of operating and shareholder agreements, while offering practical guidance for efficiently navigating these high-stakes disputes. Finally, the program will address the benefits of ADR and timing of same. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464823 464823 104 G5777 1:05:28 https://www.pli.edu/programs/basics-of-business-divorce-litigation/470825?tCode=WTC5_RSS01 Accounting and financial reporting Corporate law Intellectual property Litigation Dispute resolution This one-hour briefing provides a practical overview of business divorce litigation, focusing on disputes among owners of closely held corporations and LLCs. The program will examine common triggers for owner disputes, including deadlock, freeze-outs, and fiduciary misconduct, and will compare the statutory frameworks governing dissolution and member/shareholder rights. Attendees will gain insight into key causes of action, valuation standards (including “fair value” vs. “fair market value”), and strategic considerations in litigating or resolving these disputes. The program will also highlight oppression remedies, buyout rights, and the role of operating and shareholder agreements, while offering practical guidance for efficiently navigating these high-stakes disputes. Finally, the program will address the benefits of ADR and timing of same. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470825 470825 98 G5777 1:06:10 https://www.pli.edu/programs/basics-of-business-divorce-litigation/470824?tCode=WTC5_RSS01 Accounting and financial reporting Corporate law Intellectual property Litigation Dispute resolution This one-hour briefing provides a practical overview of business divorce litigation, focusing on disputes among owners of closely held corporations and LLCs. The program will examine common triggers for owner disputes, including deadlock, freeze-outs, and fiduciary misconduct, and will compare the statutory frameworks governing dissolution and member/shareholder rights. Attendees will gain insight into key causes of action, valuation standards (including “fair value” vs. “fair market value”), and strategic considerations in litigating or resolving these disputes. The program will also highlight oppression remedies, buyout rights, and the role of operating and shareholder agreements, while offering practical guidance for efficiently navigating these high-stakes disputes. Finally, the program will address the benefits of ADR and timing of same. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470824 470824 163 G5777 1:06:10 https://www.pli.edu/programs/taxation-of-digital-assets-taxation-of-staking-and-mining-policy--treatment-and-discussion/467719?tCode=WTC5_RSS01 Intellectual property Tax Technology Blockchain Digital assets Cryptocurrency is a medium of exchange, created and stored electronically on the blockchain, using encryption techniques to verify the transfer of funds and an algorithm to control the creation of new units. Bitcoin and Ether are well-known examples of cryptocurrency. The IRS requires taxpayers to report any transaction involving the "sale or exchange" of cryptocurrency, but IRS guidance also provides that staking and mining rewards are taxable upon acquisition, i.e., before they are sold.Staking and mining both figure into incentive systems, called “consensus mechanisms,” designed to coordinate the maintenance of a distributed ledger. Generally, those rewards consist of two components: (1) newly minted tokens programmatically produced by the open-source blockchain software validators run on their computers; and (2) fees paid to validators by blockchain users for inclusion of their transactions onchain. Under IRS guidance, cash method taxpayers must include the fair market value of both components in gross income when they have “dominion and control” over them.This one-hour program will provide guidance on the current U.S. federal income tax treatment of cryptocurrency block rewards created or received from the "staking" or “mining” activities of taxpayers that validate transactions on a blockchain. Speakers will address that guidance, taxpayer challenges to the IRS position (e.g., the Jarrett case), valuation issues, reporting (including new Form 1099-DA), and related issues, such as sourcing, UBTI, ECI, and grantor trust considerations.PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467719 467719 32 G5818 1:02:14 https://www.pli.edu/programs/opioid-epidemic-2020-representing-the-pro-bono-client/443459?tCode=WTC5_RSS01 Health care Litigation Public interest law and pro bono This program is designed to train legal aid, nonprofit, and pro bono attorneys and allied professionals about substance use disorders impacting clients or family members of clients. Expert faculty will provide an overview of latest developments and the science of substance use disorder and recovery and will also discuss key topics such as addressing discrimination and other barriers, effective practices for advocating for those with substance use disorder, and ethical obligations of attorneys helping clients.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443459 443459 32 G3996 3:42:14 https://www.pli.edu/programs/franchising-the-basics--key-legal-and-regulatory-considerations/467125?tCode=WTC5_RSS01 Corporate law Corporate contracts License agreements (Corporate contracts) Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing This program provides a comprehensive overview of the fundamental legal and regulatory framework governing franchising in the United States. Participants will gain a practical understanding of how franchises are defined under federal and state law, key compliance requirements, and critical considerations for structuring, offering, and operating franchise systems.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467125 467125 104 G5807 1:01:30 https://www.pli.edu/programs/franchising-the-basics--key-legal-and-regulatory-considerations/473886?tCode=WTC5_RSS01 Corporate law Corporate contracts License agreements (Corporate contracts) Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing This program provides a comprehensive overview of the fundamental legal and regulatory framework governing franchising in the United States. Participants will gain a practical understanding of how franchises are defined under federal and state law, key compliance requirements, and critical considerations for structuring, offering, and operating franchise systems.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473886 473886 98 G5807 1:02:12 https://www.pli.edu/programs/franchising-the-basics--key-legal-and-regulatory-considerations/473885?tCode=WTC5_RSS01 Corporate law Corporate contracts License agreements (Corporate contracts) Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing This program provides a comprehensive overview of the fundamental legal and regulatory framework governing franchising in the United States. Participants will gain a practical understanding of how franchises are defined under federal and state law, key compliance requirements, and critical considerations for structuring, offering, and operating franchise systems.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473885 473885 163 G5807 1:02:12 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/443656?tCode=WTC5_RSS01 Gatekeepers Regulation, compliance, and enforcement (Securities and other financial products) While agencies such as the Department of Justice (DOJ) and Securities and Exchange Commission (SEC) provide guidance on corporate compliance expectations, the risk of liability for those responsible for monitoring, disclosing, or advising on compliance is often realized only in hindsight, with severe consequences. It is critical to know how and when directors, officers, legal advisors, and outside auditors might be considered “gatekeepers” and the implications for failing to prevent or address misconduct.  Attendees of this popular yearly program are invited to engage with the faculty in spirited discussions of current enforcement actions, civil litigation, and the complex roles and expectations of corporate gatekeepers.  We will also compare areas of deregulation against areas of increased oversight by the current administration, and what they mean for potential gatekeeper liability.   Attendees will gain practical tools and valuable insight from experienced in-house and outside counsel, compliance officers, and former government regulators, while networking with colleagues and leaders in this unique field of legal practice.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443656 443656 32 G3215 6:32:57 https://www.pli.edu/programs/advanced-issues-in-private-funds/442087?tCode=WTC5_RSS01 Securities and other financial products Investment fund management Designed to provide an advanced analysis of the private funds industry, this program will explore key issues like fundraising strategies, liquidity creation, and fund financing. Participants will gain insights from leading private fund practitioners and better understand the evolving landscape of upper tier arrangements and the various hybrid fund structure types and key considerations. This program is a must-attend event for experienced attorneys in private equity and investment management, offering advanced insight and practical knowledge to navigate the complexities of the private funds industry. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442087 442087 32 G3969 6:06:06 https://www.pli.edu/programs/legal-operations-technology-and-sustainable-practice-redefining-workflows-roles-and-value-in-modern-legal-teams/466432?tCode=WTC5_RSS01 Legal operations Project management (Legal operations) Legal technology Technology A Practising Law Institute Studio Briefing featuring leading voices in legal operations, technology, education, and professional development.The legal profession is experiencing a fundamental shift in how legal work is structured, delivered, and supported. As legal teams navigate increasing demands for efficiency, transparency, collaboration, and innovation, legal operations and technology are no longer peripheral functions — they are central to sustainable and effective legal practice.Join this dynamic Studio Briefing discussion featuring thought leaders and practitioners at the forefront of workflow design, legal operations strategy, professional development, and technology-enabled practice. Together, the panel will explore how legal teams are redefining roles, optimizing workflows, and creating greater organizational value while maintaining the human-centered judgment essential to the practice of law.This timely conversation will provide practical insights for attorneys, paralegals, legal operations professionals, educators, and organizational leaders seeking to better understand the evolving business and operational realities of modern legal service delivery.You will:Gain practical insight into how legal operations and technology are reshaping legal practice across firms, organizations, and legal departments.Learn from nationally recognized practitioners, educators, and thought leaders working at the intersection of legal workflows, innovation, and professional development.Explore how legal professionals can build sustainable, collaborative, and operationally efficient practices while preserving professional judgment, ethics, and client service.Understand the expanding strategic role of paralegals, legal operations professionals, and interdisciplinary teams in modern legal organizations.Discover practical approaches to workflow optimization, process improvement, and technology integration that support long-term organizational success. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466432 466432 32 G5796 1:00:12 https://www.pli.edu/programs/navigating-the-currents-a-guide-to-35-u.s.c.--271e1-safe-harbor-protections/466846?tCode=WTC5_RSS01 Intellectual property Patents Life sciences Regulation, compliance, and enforcement (Life sciences) Patent litigation This one-hour briefing will survey the scope, application, and limits of the safe harbor provision under 35 U.S.C. § 271(e)(1), with a focus on what qualifies under the defense, key challenges in asserting the defense, and recent developments in case law. The program will synthesize foundational statutory text and legislative history, analyze recent court decisions, and conclude with practical guidance and best practices for parties counseling on or litigating the defense. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466846 466846 104 G5802 1:01:30 https://www.pli.edu/programs/navigating-the-currents-a-guide-to-35-u.s.c.--271e1-safe-harbor-protections/470822?tCode=WTC5_RSS01 Intellectual property Patents Life sciences Regulation, compliance, and enforcement (Life sciences) Patent litigation This one-hour briefing will survey the scope, application, and limits of the safe harbor provision under 35 U.S.C. § 271(e)(1), with a focus on what qualifies under the defense, key challenges in asserting the defense, and recent developments in case law. The program will synthesize foundational statutory text and legislative history, analyze recent court decisions, and conclude with practical guidance and best practices for parties counseling on or litigating the defense. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470822 470822 98 G5802 1:02:11 https://www.pli.edu/programs/navigating-the-currents-a-guide-to-35-u.s.c.--271e1-safe-harbor-protections/470823?tCode=WTC5_RSS01 Intellectual property Patents Life sciences Regulation, compliance, and enforcement (Life sciences) Patent litigation This one-hour briefing will survey the scope, application, and limits of the safe harbor provision under 35 U.S.C. § 271(e)(1), with a focus on what qualifies under the defense, key challenges in asserting the defense, and recent developments in case law. The program will synthesize foundational statutory text and legislative history, analyze recent court decisions, and conclude with practical guidance and best practices for parties counseling on or litigating the defense. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470823 470823 163 G5802 1:02:11 https://www.pli.edu/programs/a-guide-to-post-traumatic-stress-disorder-ptsd-for-advocates-how-to-effectively-address-ptsd-in-matters-involving-veterans-and-others-affected-by-t/444037?tCode=WTC5_RSS01 Health care Post-traumatic stress disorder Litigation Practice skills (Public interest law and pro bono) Veterans (Public interest law and pro bono) Although PTSD can cause symptoms that significantly affect cognition and behavior, attorneys working with clients who experience PTSD may not always recognize or understand these symptoms well. This training provides advocates with an understanding of PTSD that will allow them to:Work productively with clients who have experienced trauma;Learn about PTSD and how it may relate to clients’ legal issues;Partner effectively with mental health professionals; andDevelop compelling evidence to support advocacy for individuals affected by PTSD. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444037 444037 32 G3538 3:15:45 https://www.pli.edu/programs/milestones-in-legal-mastery-skills-leadership--ethics/468337?tCode=WTC5_RSS01 Ethics and professional responsibility Professional development Communication skills (Career development) Leadership skills (Career development) Attorneys dedicate years to developing their substantive legal knowledge and practice skills. But as lawyers advance in their careers, another set of professional skills become increasingly important for these still developing professionals to master. Whether you are new to legal practice or a leading lawyer in your organization, it is never too soon or too late to learn crucial lessons in legal ethics, skills and leadership to help you develop your practice and grow as an officer of the court.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468337 468337 32 G5824 2:57:01 https://www.pli.edu/programs/public-interest-career-development--essential-strategies-for-beginning-and-thriving-as-a-staff-attorney/465985?tCode=WTC5_RSS01 Employment and labor Public interest law and pro bono Nonprofit organizations Professional development Career development Public interest law offers meaningful, mission-driven careers—but breaking into the field can feel opaque and highly competitive. Whether you’re a law student or a practicing attorney considering a transition, understanding the pathways, expectations, and strategies for entering this space is critical.This program brings together experienced public interest attorneys to share candid insights, practical advice, and proven strategies for launching or transitioning into a successful public interest legal career. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465985 465985 32 G5783 1:00:00 https://www.pli.edu/programs/the-state-of-play-for-gambling-regulation/476087?tCode=WTC5_RSS01 Arts, entertainment, and sports Consumer protection Regulation, compliance, and enforcement (Communications and telecommunications) Regulation, compliance, and enforcement (Technology) This Studio Briefing reviews the legal and regulatory issues that define the gambling industry. Our expert faculty discuss responsible gambling initiatives, advertising and marketing restrictions, the impact of prediction markets and their jurisdictional authority, along with how the industry and related parties can assess the developments to date and prepare for future changes. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476087 476087 32 G5888 1:00:00 https://www.pli.edu/programs/cpsc-product-recall-lifecycle-series-before-the-recall--risk-mitigation-and-reporting/467147?tCode=WTC5_RSS01 Insurance Regulation, compliance, and enforcement (Insurance) Settlement (Dispute resolution) Insurance litigation Product liability litigation This is the first session in the three-part CPSC Product Recall Lifecycle Series, which examines recalls of consumer products regulated by the U.S. Consumer Product Safety Commission (CPSC) under the Consumer Product Safety Act (CPSA) and related statutes (including the FHSA, FFA, PPPA, and CPSIA). Product recalls rarely begin on the day a company announces them. They are the culmination of design choices, supplier relationships, quality control practices, internal escalation pathways, and regulatory reporting decisions made months or even years earlier. Companies that invest in recall readiness before an incident occurs are consistently better positioned to limit consumer harm, control legal exposure, preserve brand value, and satisfy the CPSC's fast-moving reporting obligations under Section 15(b) of the CPSA, Section 37 of the CPSA, and Section 102 of the CPSIA, as well as parallel state requirements and international regimes.This program examines the legal, operational, and governance frameworks that make a recall manageable when it happens. Speakers will walk through how to build and pressure-test a recall preparedness program, how to evaluate emerging signals from consumer complaints, warranty data, incident reports submitted via SaferProducts.gov, and supplier audits, and how to navigate the often-difficult judgment calls about when a "substantial product hazard," "unreasonable risk of serious injury or death," or other Section 15(b) reporting trigger has been met. Discussion will include recent CPSC civil penalty actions involving late or inadequate Section 15(b) reporting and the practical lessons companies should draw from them.PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467147 467147 32 G5808 1:00:00 https://www.pli.edu/programs/cpsc-product-recall-lifecycle-series-during-the-recall--coordination-and-considerations/467152?tCode=WTC5_RSS01 Insurance Regulation, compliance, and enforcement (Insurance) Settlement (Dispute resolution) Insurance litigation Product liability litigation This is the second session in the three-part CPSC Product Recall Lifecycle Series, which examines recalls of consumer products regulated by the U.S. Consumer Product Safety Commission (CPSC) under the Consumer Product Safety Act (CPSA) and related statutes (including the FHSA, FFA, PPPA, and CPSIA). Once a recall decision is made, companies often face a compressed timeline in which legal, regulatory, operational, communications, and commercial workstreams must move in parallel. Missteps in any one of these areas, including delayed reporting, inconsistent public messaging, poorly executed retrieval logistics, or uncoordinated litigation responses, can amplify consumer harm, invite CPSC enforcement scrutiny and civil penalties, and significantly increase ultimate liability.This session focuses on the practical mechanics of executing a recall in real time. Speakers will discuss how to manage the CPSC relationship from initial Section 15(b) submissions through potential Fast Track designation, corrective action plan negotiation, and joint press release issuance, how to coordinate global recalls with Health Canada and other foreign regulators, and how to align legal strategy with public communications, customer outreach, retailer notifications, and reverse logistics. The program will also address parallel litigation and investigation risks that often arise during the active recall window, including consumer class actions, product liability claims, shareholder suits, and other government inquiries.PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467152 467152 32 G5809 1:00:00 https://www.pli.edu/programs/cpsc-product-recall-lifecycle-series-after-the-recall--recovery-and-reputational-repair/467157?tCode=WTC5_RSS01 Insurance Regulation, compliance, and enforcement (Insurance) Settlement (Dispute resolution) Insurance litigation Product liability litigation This is the third session in the three-part CPSC Product Recall Lifecycle Series, which examines recalls of consumer products regulated by the U.S. Consumer Product Safety Commission (CPSC) under the Consumer Product Safety Act (CPSA) and related statutes (including the FHSA, FFA, PPPA, and CPSIA). The recall is just the end of the beginning. Companies typically face a long tail of follow-on litigation, insurance recovery efforts, supplier and indemnitor disputes, ongoing CPSC monitoring and corrective action plan compliance, board and shareholder scrutiny, potential CPSC civil penalty negotiations, and the harder-to-quantify work of rebuilding consumer trust and brand equity. How a company manages this post-recall phase often determines whether the incident becomes a discrete event or a multi-year drag on operations and valuation.This program examines the legal, financial, and reputational workstreams that continue after the active recall has wound down. Speakers will discuss strategies for resolving consumer litigation, negotiating CPSC civil penalty resolutions under Section 20 of the CPSA, maximizing insurance recoveries, pursuing contractual and tort claims against suppliers, and satisfying ongoing CPSC monitoring obligations and recall effectiveness reporting. The session will also address governance lessons learned, including board oversight of product safety, and the design of remediation programs that demonstrably reduce the risk of recurrence.PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467157 467157 32 G5810 1:00:00 https://www.pli.edu/programs/limited-time-offer-unlimited-liability-hot-topics-in-retail-and-e-commerce/466703?tCode=WTC5_RSS01 Communications and telecommunications Online and traditional advertising Regulation, compliance, and enforcement (Communications and telecommunications) Technology E-commerce As online retail sales have accelerated, so too has the enforcement landscape from the FTC, state attorneys general and class action counsel. In e-commerce, getting the consumer to your website is only half the battle. The real challenge lies in converting site visitors to paying customers. Retailers must constantly innovate to maintain an acceptable conversion rate, but at the same time, must remain wary of the legal minefield that goes along with the more aggressive (and, sometimes even the less aggressive) tactics for doing so.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466703 466703 104 G5800 1:02:15 https://www.pli.edu/programs/limited-time-offer-unlimited-liability-hot-topics-in-retail-and-e-commerce/471802?tCode=WTC5_RSS01 Communications and telecommunications Online and traditional advertising Regulation, compliance, and enforcement (Communications and telecommunications) Technology E-commerce As online retail sales have accelerated, so too has the enforcement landscape from the FTC, state attorneys general and class action counsel. In e-commerce, getting the consumer to your website is only half the battle. The real challenge lies in converting site visitors to paying customers. Retailers must constantly innovate to maintain an acceptable conversion rate, but at the same time, must remain wary of the legal minefield that goes along with the more aggressive (and, sometimes even the less aggressive) tactics for doing so.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 471802 471802 98 G5800 1:02:56 https://www.pli.edu/programs/limited-time-offer-unlimited-liability-hot-topics-in-retail-and-e-commerce/471801?tCode=WTC5_RSS01 Communications and telecommunications Online and traditional advertising Regulation, compliance, and enforcement (Communications and telecommunications) Technology E-commerce As online retail sales have accelerated, so too has the enforcement landscape from the FTC, state attorneys general and class action counsel. In e-commerce, getting the consumer to your website is only half the battle. The real challenge lies in converting site visitors to paying customers. Retailers must constantly innovate to maintain an acceptable conversion rate, but at the same time, must remain wary of the legal minefield that goes along with the more aggressive (and, sometimes even the less aggressive) tactics for doing so.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 471801 471801 163 G5800 1:02:56 https://www.pli.edu/programs/regulatory-update-privacy-and-security-for-health-care-technology/466588?tCode=WTC5_RSS01 Cybersecurity and data protection Health care Regulation, compliance, and enforcement (Health care) Information technology (Health care) Technology The regulation of data privacy in health care used to be straightforward – but not any longer. New technologies are raising concerns, particularly with mobile apps and in other situations where health-related data is being used in advertising contexts.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466588 466588 104 G5798 1:02:03 https://www.pli.edu/programs/regulatory-update-privacy-and-security-for-health-care-technology/471230?tCode=WTC5_RSS01 Cybersecurity and data protection Health care Regulation, compliance, and enforcement (Health care) Information technology (Health care) Technology The regulation of data privacy in health care used to be straightforward – but not any longer. New technologies are raising concerns, particularly with mobile apps and in other situations where health-related data is being used in advertising contexts.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 471230 471230 163 G5798 1:02:44 https://www.pli.edu/programs/regulatory-update-privacy-and-security-for-health-care-technology/471229?tCode=WTC5_RSS01 Cybersecurity and data protection Health care Regulation, compliance, and enforcement (Health care) Information technology (Health care) Technology The regulation of data privacy in health care used to be straightforward – but not any longer. New technologies are raising concerns, particularly with mobile apps and in other situations where health-related data is being used in advertising contexts.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 471229 471229 98 G5798 1:02:44 https://www.pli.edu/programs/confidentiality-for-paralegals/444393?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Confidentiality (Ethics and professional responsibility) Electronic information (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Join us so you can participate in a real–time, on-line discussion with other paralegals and PLI faculty, exploring best practices for communicating important issues in client privacy, confidentiality and privilege. This discussion will help you to build trust with your attorneys and clients and meet your legal obligations and expectations in this critical area of the law. This webinar style program features an enhanced faculty presentation incorporating professionally produced media that includes an animated video and custom illustrations to demonstrate key concepts in client confidentiality, privilege, and privacy.The participant will gain an understanding of the client confidentiality, privilege, and privacy issues that arise for paralegals in both law firms and in-house legal departments and learn ways to avoid potential pitfalls. This program's interactive questions and answer discussions will engage participants and increase the likelihood of transferring confidentiality concepts to their real-life legal work environments. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444393 444393 178 G4639 1:00:00 https://www.pli.edu/programs/working-with-interpreters/444405?tCode=WTC5_RSS01 Public interest law and pro bono This on-demand interactive online course is for lawyers, law students, and allied professionals who want to learn best practices for using interpreters in client meetings. Scenarios enacted throughout this program will illustrate how to work with a legal client with whom legal advocates do not share a language. Viewers will learn best practices for overcoming language barriers in legal consultations and get guidance for using interpreters in meetings with clients, with the goal of enabling communication and relationship building. Throughout this program viewers will see videos featuring lawyers, law students, interpreters, paralegals, and clients in various situations. These scenes are portrayed by actors but are based on real-world situations. Viewers will review and evaluate how the advocates in each portrayal handle the situations.Understanding best practices for using interpreters is critical for legal advocates who work with clients using a different language than the advocate. Professional conduct rules require clear communication and understanding between client and lawyers, and interpreters are a necessary tool when the legal advocate and client do not share a language. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444405 444405 178 G5455 1:24:00 https://www.pli.edu/programs/setting-the-ground-rules-outside-counsel-guidelines-for-ai/467346?tCode=WTC5_RSS01 Professional development Legal project and time management Technology Artificial intelligence As law firms rapidly adopt generative AI to increase efficiency, corporate legal departments face a critical challenge: how to capture these cost savings without compromising client data, attorney-client privilege, or work product quality. Drawing on real-world examples, this session provides a practical blueprint for drafting and enforcing AI-specific Outside Counsel Guidelines (OCGs). Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467346 467346 104 G5814 1:01:59 https://www.pli.edu/programs/setting-the-ground-rules-outside-counsel-guidelines-for-ai/467541?tCode=WTC5_RSS01 Professional development Legal project and time management Technology Artificial intelligence As law firms rapidly adopt generative AI to increase efficiency, corporate legal departments face a critical challenge: how to capture these cost savings without compromising client data, attorney-client privilege, or work product quality. Drawing on real-world examples, this session provides a practical blueprint for drafting and enforcing AI-specific Outside Counsel Guidelines (OCGs). Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467541 467541 98 G5814 1:02:40 https://www.pli.edu/programs/setting-the-ground-rules-outside-counsel-guidelines-for-ai/467542?tCode=WTC5_RSS01 Professional development Legal project and time management Technology Artificial intelligence As law firms rapidly adopt generative AI to increase efficiency, corporate legal departments face a critical challenge: how to capture these cost savings without compromising client data, attorney-client privilege, or work product quality. Drawing on real-world examples, this session provides a practical blueprint for drafting and enforcing AI-specific Outside Counsel Guidelines (OCGs). Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467542 467542 163 G5814 1:02:40 https://www.pli.edu/programs/what-every-company-needs-to-know-about-data-protection-in-india/467851?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) International law Technology In 2017, the Supreme Court of India held in Puttaswamy v. Union of India that the right to privacy is constitutionally protected in India. The Digital Personal Data Protection Act, 2023, also known as the DPDP Act, establishes the statutory framework in India for regulating digital personal data, together with its implementing rules. The framework also aligns with the digital transformation agenda of India and the Viksit Bharat 2047 vision.The DPDP Act and implementing rules are moving the data protection framework in India from enactment to implementation. Key requirements will come into effect in stages, including consent manager requirements and broader operational compliance obligations. The DPDP Act is relevant to companies with operations, relationships, or workflows involving the processing of digital personal data in India. It may also apply to processing of digital personal data outside India if the processing is connected to an activity related to offering goods or services to individuals in India. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467851 467851 104 G5821 1:01:28 https://www.pli.edu/programs/what-every-company-needs-to-know-about-data-protection-in-india/467921?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) International law Technology In 2017, the Supreme Court of India held in Puttaswamy v. Union of India that the right to privacy is constitutionally protected in India. The Digital Personal Data Protection Act, 2023, also known as the DPDP Act, establishes the statutory framework in India for regulating digital personal data, together with its implementing rules. The framework also aligns with the digital transformation agenda of India and the Viksit Bharat 2047 vision.The DPDP Act and implementing rules are moving the data protection framework in India from enactment to implementation. Key requirements will come into effect in stages, including consent manager requirements and broader operational compliance obligations. The DPDP Act is relevant to companies with operations, relationships, or workflows involving the processing of digital personal data in India. It may also apply to processing of digital personal data outside India if the processing is connected to an activity related to offering goods or services to individuals in India. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467921 467921 163 G5821 1:02:10 https://www.pli.edu/programs/what-every-company-needs-to-know-about-data-protection-in-india/467920?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) International law Technology In 2017, the Supreme Court of India held in Puttaswamy v. Union of India that the right to privacy is constitutionally protected in India. The Digital Personal Data Protection Act, 2023, also known as the DPDP Act, establishes the statutory framework in India for regulating digital personal data, together with its implementing rules. The framework also aligns with the digital transformation agenda of India and the Viksit Bharat 2047 vision.The DPDP Act and implementing rules are moving the data protection framework in India from enactment to implementation. Key requirements will come into effect in stages, including consent manager requirements and broader operational compliance obligations. The DPDP Act is relevant to companies with operations, relationships, or workflows involving the processing of digital personal data in India. It may also apply to processing of digital personal data outside India if the processing is connected to an activity related to offering goods or services to individuals in India. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467920 467920 98 G5821 1:02:10 https://www.pli.edu/programs/ai-in-the-law--quarterly-briefing/443937?tCode=WTC5_RSS01 Legal technology Technology in law practice Technology Artificial intelligence Practice skills (Technology) Continue to track AI's transformation of legal practice through the summer. Join Bridget McCormack (American Arbitration Association) and Jen Leonard (Creative Lawyers) for the third quarterly briefing of 2026 on artificial intelligence's rapidly evolving impact on the profession. This July session delivers essential, just-in-time updates on the trends reshaping how lawyers work, serve clients, and define their professional identity.McCormack and Leonard will survey the critical developments across six key domains: the broader tech landscape, legal-specific technology, emerging regulatory and ethical frameworks, innovations in legal education and lawyer formation, access to justice initiatives, and the evolving business models of law practice. Most importantly, they'll analyze how these developments connect, showing how these changes converge to create both challenges and opportunities for forward-thinking practitioners.Drawing on their extensive experience presenting to legal audiences nationwide, the presenters will also tackle the most pressing questions lawyers are asking about AI's role in their professional lives. Whether you're an AI skeptic or enthusiast, this accessible session requires no technical background or specialized practice area knowledge—just curiosity about the future of law. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443937 443937 32 G5538 1:00:51 https://www.pli.edu/programs/securities-law-considerations-for-stock-buybacks/466600?tCode=WTC5_RSS01 Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) This program will provide both attorneys and paralegals looking to learn how to implement the rules for securities law considerations for stock buybacks.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466600 466600 32 G4823 1:04:05 https://www.pli.edu/programs/a-conversation-celebrating-the-150-year-history-of-the-legal-aid-society-and-a-look-at-the-role-of-civil-legal-services-public-defense-providers-and/466479?tCode=WTC5_RSS01 Public interest law and pro bono This Studio Briefing features an informative and inspirational discussion about the 150-year history and current priorities of The Legal Aid Society, the nation’s largest and oldest public defense and civil legal services provider, and the largest law firm in New York City.Legal Aid Society Attorney-in-Chief and Chief Executive Officer Twyla Carter and PLI President Sharon Crane will discuss the century-and-a-half history of The Legal Aid Society and its essential role in offering free legal services to low-income New Yorkers throughout New York City.The conversation will educate viewers about the work of public defenders and public interest lawyers generally; The Legal Aid Society’s client population; the successes, current endeavors, and collaborations of The Legal Aid Society; and more.PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466479 466479 32 G5797 0:40:28 https://www.pli.edu/programs/tech-enabled-legal-teams-seriesai-enhanced-workflows/466148?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Intellectual property Technology Artificial intelligence Build upon existing principles discussed in the inaugural Tech-Enabled Legal Teams webinar with specific examples and illustrations. Develop an integrated view on technology that acknowledges the importance of human subject matter experts who are supervising and contributing. Enable yourself to improve and streamline existing matter and case workflows. Think through concrete hypotheticals that illustrate how people, process, and technology (AI) complement each other.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466148 466148 32 G5786 1:00:04 https://www.pli.edu/programs/optional-semiannual-reporting-what-public-companies-need-to-know-about-the-secs-proposal/466856?tCode=WTC5_RSS01 Accounting and financial reporting Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Public companies Securities and other financial products On May 5, 2026, the SEC proposed permitting Exchange Act reporting companies to elect to file semiannual reports on proposed new Form 10-S in lieu of quarterly reports on Form 10-Q. The proposal would represent the most substantial change to interim reporting requirements in more than fifty years and could have far-reaching implications for public company disclosure practices, investor communications, internal controls, earnings release practices, securities offerings, analyst coverage, and corporate governance.The proposal has generated significant comment and debate among issuers, investors, governance advocates, securities exchanges, accounting professionals, and market participants. Aspects of the proposal that have been discussed include whether semiannual reporting could reduce unnecessary compliance burdens, allow management to focus more effectively on long-term strategy and business operations, and encourage more companies to enter or remain in the public markets, as well as whether it would result in reduced transparency, diminished comparability among companies, longer periods during which insiders possess material nonpublic information, and the possible impact on investor protections.Please join faculty as they review the SEC’s proposal, discuss the principal policy and practical considerations surrounding optional semiannual reporting, examine themes emerging from comments submitted to the SEC, and consider what steps public companies should begin taking now as they evaluate whether semiannual reporting may ultimately be appropriate for their companies. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466856 466856 201 G5804 1:02:31 https://www.pli.edu/programs/optional-semiannual-reporting-what-public-companies-need-to-know-about-the-secs-proposal/470820?tCode=WTC5_RSS01 Accounting and financial reporting Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Public companies Securities and other financial products On May 5, 2026, the SEC proposed permitting Exchange Act reporting companies to elect to file semiannual reports on proposed new Form 10-S in lieu of quarterly reports on Form 10-Q. The proposal would represent the most substantial change to interim reporting requirements in more than fifty years and could have far-reaching implications for public company disclosure practices, investor communications, internal controls, earnings release practices, securities offerings, analyst coverage, and corporate governance.The proposal has generated significant comment and debate among issuers, investors, governance advocates, securities exchanges, accounting professionals, and market participants. Aspects of the proposal that have been discussed include whether semiannual reporting could reduce unnecessary compliance burdens, allow management to focus more effectively on long-term strategy and business operations, and encourage more companies to enter or remain in the public markets, as well as whether it would result in reduced transparency, diminished comparability among companies, longer periods during which insiders possess material nonpublic information, and the possible impact on investor protections.Please join faculty as they review the SEC’s proposal, discuss the principal policy and practical considerations surrounding optional semiannual reporting, examine themes emerging from comments submitted to the SEC, and consider what steps public companies should begin taking now as they evaluate whether semiannual reporting may ultimately be appropriate for their companies. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470820 470820 216 G5804 1:03:12 https://www.pli.edu/programs/optional-semiannual-reporting-what-public-companies-need-to-know-about-the-secs-proposal/470821?tCode=WTC5_RSS01 Accounting and financial reporting Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Public companies Securities and other financial products On May 5, 2026, the SEC proposed permitting Exchange Act reporting companies to elect to file semiannual reports on proposed new Form 10-S in lieu of quarterly reports on Form 10-Q. The proposal would represent the most substantial change to interim reporting requirements in more than fifty years and could have far-reaching implications for public company disclosure practices, investor communications, internal controls, earnings release practices, securities offerings, analyst coverage, and corporate governance.The proposal has generated significant comment and debate among issuers, investors, governance advocates, securities exchanges, accounting professionals, and market participants. Aspects of the proposal that have been discussed include whether semiannual reporting could reduce unnecessary compliance burdens, allow management to focus more effectively on long-term strategy and business operations, and encourage more companies to enter or remain in the public markets, as well as whether it would result in reduced transparency, diminished comparability among companies, longer periods during which insiders possess material nonpublic information, and the possible impact on investor protections.Please join faculty as they review the SEC’s proposal, discuss the principal policy and practical considerations surrounding optional semiannual reporting, examine themes emerging from comments submitted to the SEC, and consider what steps public companies should begin taking now as they evaluate whether semiannual reporting may ultimately be appropriate for their companies. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470821 470821 217 G5804 1:03:12 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/441918?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Technology Copyright law continues to evolve in novel ways, reflecting how technological advancements enhance the creative process. Recent years have delivered major changes to what was once considered settled tenets of copyright law. This program features a comprehensive review of copyright basics and its latest updates, covering copyright law's foundational elements, enforcement considerations, recent major case law, regulatory updates and relevant technological developments and their impact on copyright. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441918 441918 32 G3207 5:59:32 https://www.pli.edu/programs/serving-on-a-nonprofit-board/442127?tCode=WTC5_RSS01 Accounting and financial reporting Board of directors Ethics and professional responsibility Public interest law and pro bono Nonprofit organizations Serving on a nonprofit board can enrich an attorney’s career in powerful ways. It offers a chance to strengthen professional skills, expand your network, and support a mission that matters to you. PLI’s Serving on a Nonprofit Board 2026: Practical & Ethical Considerations for Attorneys will prepare you to step into that role with confidence. You will gain practical guidance on finding the right board opportunity, your responsibilities, fundraising, and using your legal expertise to make a meaningful impact. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442127 442127 32 G3014 3:45:53 https://www.pli.edu/programs/why-ai-agents-need-a-new-approach-to-governance/459872?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Generative AI The latest “flavor” of Artificial Intelligence is “Agentic AI.” It promises to allow “agents” to deliver autonomous decision-making within organizations without human input. But agentic AI carries risks that must be understood before it is adopted. This PLI Briefing will explore the nature of agentic AI, consider the privacy and cybersecurity risks it might give rise to, and suggest strategies to minimize risks.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459872 459872 104 G5717 1:00:30 https://www.pli.edu/programs/why-ai-agents-need-a-new-approach-to-governance/469633?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Generative AI The latest “flavor” of Artificial Intelligence is “Agentic AI.” It promises to allow “agents” to deliver autonomous decision-making within organizations without human input. But agentic AI carries risks that must be understood before it is adopted. This PLI Briefing will explore the nature of agentic AI, consider the privacy and cybersecurity risks it might give rise to, and suggest strategies to minimize risks.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469633 469633 98 G5717 1:01:12 https://www.pli.edu/programs/why-ai-agents-need-a-new-approach-to-governance/469632?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Generative AI The latest “flavor” of Artificial Intelligence is “Agentic AI.” It promises to allow “agents” to deliver autonomous decision-making within organizations without human input. But agentic AI carries risks that must be understood before it is adopted. This PLI Briefing will explore the nature of agentic AI, consider the privacy and cybersecurity risks it might give rise to, and suggest strategies to minimize risks.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469632 469632 163 G5717 1:01:12 https://www.pli.edu/programs/election-issues-and-opportunities-for-lawyers-g5721/460562?tCode=WTC5_RSS01 Election laws Public interest law and pro bono Elections are under legal scrutiny as never before. This Studio Briefing seeks to unpack election law issues that lawyers and their corporate and nonprofit clients may face in an election year. It will also provide an overview of election law issues for non-election lawyers and includes a call to action for all lawyers to become involved in the democratic process by, for example, serving as poll workers, supporting election administration in other ways, or working in other pro bono capacities. PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460562 460562 32 G5721 1:05:52 https://www.pli.edu/programs/a-deeper-dive-on-investing-and-portfolio-issues-what-lawyers-need-to-know-about-alternative-assets-like-venture-capital-and-private-equity/457914?tCode=WTC5_RSS01 Banking and finance Private equity Venture capital Securities and other financial products Investment fund management This program will give lawyers in practice a deeper understanding of the growing array of alternative assets (“alts”) like venture capital, private equity, real estate, and crypto currencies. These assets are being found in the portfolios of individuals, trusts, investment partnerships, and family offices. Knowing what they are and how they perform will let lawyers better advise their clients. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457914 457914 104 G5676 1:01:30 https://www.pli.edu/programs/a-deeper-dive-on-investing-and-portfolio-issues-what-lawyers-need-to-know-about-alternative-assets-like-venture-capital-and-private-equity/469630?tCode=WTC5_RSS01 Banking and finance Private equity Venture capital Securities and other financial products Investment fund management This program will give lawyers in practice a deeper understanding of the growing array of alternative assets (“alts”) like venture capital, private equity, real estate, and crypto currencies. These assets are being found in the portfolios of individuals, trusts, investment partnerships, and family offices. Knowing what they are and how they perform will let lawyers better advise their clients. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469630 469630 163 G5676 1:02:11 https://www.pli.edu/programs/a-deeper-dive-on-investing-and-portfolio-issues-what-lawyers-need-to-know-about-alternative-assets-like-venture-capital-and-private-equity/469631?tCode=WTC5_RSS01 Banking and finance Private equity Venture capital Securities and other financial products Investment fund management This program will give lawyers in practice a deeper understanding of the growing array of alternative assets (“alts”) like venture capital, private equity, real estate, and crypto currencies. These assets are being found in the portfolios of individuals, trusts, investment partnerships, and family offices. Knowing what they are and how they perform will let lawyers better advise their clients. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469631 469631 98 G5676 1:02:11 https://www.pli.edu/programs/ethics-for-in-house-corporate-counsel/442956?tCode=WTC5_RSS01 Corporate law Ethics and professional responsibility In-house counsel (Ethics and professional responsibility) Hear from experienced practitioners who will discuss a broad range of ethical issues that can arise for in-house corporate counsel. This unique program will help you identify and analyze relevant ethical obligations and best practices for in-house counsel. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442956 442956 32 G3123 2:03:53 https://www.pli.edu/programs/ethics-in-discovery/442961?tCode=WTC5_RSS01 Ethics and professional responsibility Litigation Discovery This program is designed to provide attorneys with an understanding of the lawyer’s ethical duties that arise in the course of discovery. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442961 442961 32 G3124 2:06:12 https://www.pli.edu/programs/the-ethics-game-show/443252?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Professional conduct Join us for this dynamic and interactive program, where our faculty presents a new set of real-world ethics hypotheticals designed to sharpen your understanding of the rules that guide professional conduct. You’ll test your knowledge alongside our expert faculty and fellow participants as they walk through each scenario and explain how the relevant rules apply.Past attendees have called this program “my favorite PLI program so far,” praising its “amusing cases,” “engaging format,” and “fun and refreshing approach to ethics training.”Come ready to think critically and enjoy an engaging way to strengthen your command of legal ethics. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443252 443252 32 G3056 2:07:49 https://www.pli.edu/programs/pig-butchering-and-third-party-risk-navigating-the-legal-landscape-of-tech-enabled-fraud/464302?tCode=WTC5_RSS01 Information technology (Financial services) Cybersecurity and data protection Litigation Regulation, compliance, and enforcement (Securities and other financial products) Regulation, compliance, and enforcement (Technology) "Pig butchering" fraud schemes have exploded in scale, with the FBI reporting $5.8 billion in losses in 2024 alone. As law enforcement faces jurisdictional hurdles in pursuing overseas perpetrators, regulators, lawmakers, and private litigants have increasingly turned their attention to the third-party intermediaries — financial institutions, cryptocurrency exchanges, social media companies, and technology providers — to seek justice. This briefing will examine the rapidly evolving risk landscape for these intermediaries and offer practical guidance on mitigating exposure. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464302 464302 104 G5775 0:59:48 https://www.pli.edu/programs/pig-butchering-and-third-party-risk-navigating-the-legal-landscape-of-tech-enabled-fraud/469779?tCode=WTC5_RSS01 Information technology (Financial services) Cybersecurity and data protection Litigation Regulation, compliance, and enforcement (Securities and other financial products) Regulation, compliance, and enforcement (Technology) "Pig butchering" fraud schemes have exploded in scale, with the FBI reporting $5.8 billion in losses in 2024 alone. As law enforcement faces jurisdictional hurdles in pursuing overseas perpetrators, regulators, lawmakers, and private litigants have increasingly turned their attention to the third-party intermediaries — financial institutions, cryptocurrency exchanges, social media companies, and technology providers — to seek justice. This briefing will examine the rapidly evolving risk landscape for these intermediaries and offer practical guidance on mitigating exposure. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469779 469779 163 G5775 1:00:29 https://www.pli.edu/programs/pig-butchering-and-third-party-risk-navigating-the-legal-landscape-of-tech-enabled-fraud/469780?tCode=WTC5_RSS01 Information technology (Financial services) Cybersecurity and data protection Litigation Regulation, compliance, and enforcement (Securities and other financial products) Regulation, compliance, and enforcement (Technology) "Pig butchering" fraud schemes have exploded in scale, with the FBI reporting $5.8 billion in losses in 2024 alone. As law enforcement faces jurisdictional hurdles in pursuing overseas perpetrators, regulators, lawmakers, and private litigants have increasingly turned their attention to the third-party intermediaries — financial institutions, cryptocurrency exchanges, social media companies, and technology providers — to seek justice. This briefing will examine the rapidly evolving risk landscape for these intermediaries and offer practical guidance on mitigating exposure. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469780 469780 98 G5775 1:00:29 https://www.pli.edu/programs/catalyzing-client-challenges-in-the-legal-profession/457423?tCode=WTC5_RSS01 Public interest law and pro bono Professional development Attorney wellness This session mobilizes attorneys and legal professionals to embrace their adversities and challenges and applies this transformational principle to the transformative power of client challenges. In today's complex legal environment, a client’s most daunting obstacle—whether a regulatory hurdle, catastrophic data loss, or a funding crisis—is often the most fertile ground for innovation. Faculty will demonstrate how to transition from a traditional "problem-solver" to a "strategic catalyst," leveraging a healthy disregard for the impossible to turn insurmountable hurdles into groundbreaking achievements and new revenue streams. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457423 457423 104 G5663 1:00:00 https://www.pli.edu/programs/catalyzing-client-challenges-in-the-legal-profession/469629?tCode=WTC5_RSS01 Public interest law and pro bono Professional development Attorney wellness This session mobilizes attorneys and legal professionals to embrace their adversities and challenges and applies this transformational principle to the transformative power of client challenges. In today's complex legal environment, a client’s most daunting obstacle—whether a regulatory hurdle, catastrophic data loss, or a funding crisis—is often the most fertile ground for innovation. Faculty will demonstrate how to transition from a traditional "problem-solver" to a "strategic catalyst," leveraging a healthy disregard for the impossible to turn insurmountable hurdles into groundbreaking achievements and new revenue streams. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469629 469629 98 G5663 1:00:42 https://www.pli.edu/programs/catalyzing-client-challenges-in-the-legal-profession/469628?tCode=WTC5_RSS01 Public interest law and pro bono Professional development Attorney wellness This session mobilizes attorneys and legal professionals to embrace their adversities and challenges and applies this transformational principle to the transformative power of client challenges. In today's complex legal environment, a client’s most daunting obstacle—whether a regulatory hurdle, catastrophic data loss, or a funding crisis—is often the most fertile ground for innovation. Faculty will demonstrate how to transition from a traditional "problem-solver" to a "strategic catalyst," leveraging a healthy disregard for the impossible to turn insurmountable hurdles into groundbreaking achievements and new revenue streams. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469628 469628 163 G5663 1:00:42 https://www.pli.edu/programs/going-dark-deregistering-with-the-sec-and-ending-public-company-reporting-obligations/469626?tCode=WTC5_RSS01 Accounting and financial reporting Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Public companies Regulation, compliance, and enforcement (Securities and other financial products) For some public companies, the costs and complexities of SEC reporting and compliance along with other factors, such as exchange listing standards, may outweigh the benefits of remaining public. In these circumstances, companies may seek to “go dark”—delisting their securities, suspending their periodic reporting obligations and terminating their registration under the Securities Exchange Act of 1934. However, the process and implications of “going dark” vary depending on the company’s structure, shareholder base, and trading market. The process also contains many traps for the inexperienced.This One-Hour Briefing will provide a practical overview of the legal, governance and accounting considerations involved when a company goes dark. The program will begin by examining what it means to “go dark” and why companies pursue this path, including cost considerations, reduced regulatory burden, and strategic business factors. Faculty will distinguish between companies that go private and cease having publicly traded securities and those that terminate SEC reporting obligations but continue to have securities quoted on over-the-counter markets, such as the pink sheets.Faculty will walk through the mechanics of delisting, as well as deregistration and suspension of reporting under the Exchange Act, including eligibility requirements, timing considerations, Securities Act registration statement considerations, and the use of Forms 15 and 25. In addition, the Briefing will cover when reporting obligations are suspended and ultimately terminated, what filings may still be required during the transition period, and key accounting considerations, including the preparation and timing of any required interim or final audited financial statements. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469626 469626 216 G5776 1:03:55 https://www.pli.edu/programs/going-dark-deregistering-with-the-sec-and-ending-public-company-reporting-obligations/469627?tCode=WTC5_RSS01 Accounting and financial reporting Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Public companies Regulation, compliance, and enforcement (Securities and other financial products) For some public companies, the costs and complexities of SEC reporting and compliance along with other factors, such as exchange listing standards, may outweigh the benefits of remaining public. In these circumstances, companies may seek to “go dark”—delisting their securities, suspending their periodic reporting obligations and terminating their registration under the Securities Exchange Act of 1934. However, the process and implications of “going dark” vary depending on the company’s structure, shareholder base, and trading market. The process also contains many traps for the inexperienced.This One-Hour Briefing will provide a practical overview of the legal, governance and accounting considerations involved when a company goes dark. The program will begin by examining what it means to “go dark” and why companies pursue this path, including cost considerations, reduced regulatory burden, and strategic business factors. Faculty will distinguish between companies that go private and cease having publicly traded securities and those that terminate SEC reporting obligations but continue to have securities quoted on over-the-counter markets, such as the pink sheets.Faculty will walk through the mechanics of delisting, as well as deregistration and suspension of reporting under the Exchange Act, including eligibility requirements, timing considerations, Securities Act registration statement considerations, and the use of Forms 15 and 25. In addition, the Briefing will cover when reporting obligations are suspended and ultimately terminated, what filings may still be required during the transition period, and key accounting considerations, including the preparation and timing of any required interim or final audited financial statements. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469627 469627 217 G5776 1:03:55 https://www.pli.edu/programs/going-dark-deregistering-with-the-sec-and-ending-public-company-reporting-obligations/464476?tCode=WTC5_RSS01 Accounting and financial reporting Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Public companies Regulation, compliance, and enforcement (Securities and other financial products) For some public companies, the costs and complexities of SEC reporting and compliance along with other factors, such as exchange listing standards, may outweigh the benefits of remaining public. In these circumstances, companies may seek to “go dark”—delisting their securities, suspending their periodic reporting obligations and terminating their registration under the Securities Exchange Act of 1934. However, the process and implications of “going dark” vary depending on the company’s structure, shareholder base, and trading market. The process also contains many traps for the inexperienced.This One-Hour Briefing will provide a practical overview of the legal, governance and accounting considerations involved when a company goes dark. The program will begin by examining what it means to “go dark” and why companies pursue this path, including cost considerations, reduced regulatory burden, and strategic business factors. Faculty will distinguish between companies that go private and cease having publicly traded securities and those that terminate SEC reporting obligations but continue to have securities quoted on over-the-counter markets, such as the pink sheets.Faculty will walk through the mechanics of delisting, as well as deregistration and suspension of reporting under the Exchange Act, including eligibility requirements, timing considerations, Securities Act registration statement considerations, and the use of Forms 15 and 25. In addition, the Briefing will cover when reporting obligations are suspended and ultimately terminated, what filings may still be required during the transition period, and key accounting considerations, including the preparation and timing of any required interim or final audited financial statements. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464476 464476 201 G5776 1:03:14 https://www.pli.edu/programs/the-intersection-between-business-development-and-leadership-is-there-alignment/463945?tCode=WTC5_RSS01 Career development Attorney-client relations Interviewing, soliciting, and retaining clients The intersection Between Business Development and Leadership: Is There Alignment? Is a practical program designed for lawyers and legal professionals who want to move beyond being strong technical experts and become trusted advisors and business partners. Participants will learn how core leadership competencies directly drive business development results, and how to make intentional choices that leverage their existing strengths. This program explores practical strategies—such as developing a niche, identifying and prioritizing key opportunities, and building strong internal and external networks—alongside the role of thought leadership, visibility, and personal brand Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463945 463945 32 G5769 1:01:42 https://www.pli.edu/programs/international-arbitration/442369?tCode=WTC5_RSS01 International law International arbitration Litigation Arbitration Practice skills (Litigation) If your company or client has a dispute arising out of a contract with a foreign party, international arbitration represents the best method of resolving that dispute in a neutral forum and enforcing any subsequent award. However, the resolution of international business disputes through arbitration requires you to consider different issues to those that arise when resolving disputes through litigation: What is the appropriate place of arbitration? Under which rules should you arbitrate? How many arbitrators should you have? Which arbitrator should you choose? How can you make the proceeding more efficient? How do you enforce an award? This program will address these and other critical issues and give you the information you need to successfully navigate the international arbitration process. Join our exceptional faculty of experienced practitioners for instruction on the most current and important topics in this fast-growing field. If you handle any aspects of international arbitration or mediation for your clients or company, you will not want to miss this conference.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442369 442369 32 G3089 5:47:39 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/443015?tCode=WTC5_RSS01 Intellectual property Invention disclosures Patentability Obviousness Prior art Uncertainty around 35 U.S.C. § 101 continues—and in many ways it is growing. Eligibility determinations can vary from case to case, examiner to examiner, and technology to technology, with no clear legislative fix or Supreme Court guidance on the near horizon. This program offers practical, forward-looking insights from both the USPTO and the CAFC. Because Section 101 decisions can shape patent value for decades, we will also discuss whether PERA (if enacted) could improve the path ahead. You will leave with a clearer understanding of current PTO policy, recent CAFC trends, and what these developments may mean for patents being prosecuted today and enforced in the years to come.Sections 102 (pre- and post-AIA) and 103 are litigated and examined both inside and outside the USPTO. This program will help you understand key recent interpretations and what may be coming next. We will also cover Section 112 in the post-Amgen landscape. Finally, we will address design patents—now that the full scope of KSR applies to designs, what should practitioners expect next?  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443015 443015 32 G3105 6:22:15 https://www.pli.edu/programs/ai-and-insurance-navigating-risks-coverage-and-the-evolving-market/463642?tCode=WTC5_RSS01 Insurance Insurance coverage Technology Artificial intelligence This presentation provides a comprehensive overview of the insurance issues arising from the rapid adoption and deployment of artificial intelligence technologies. Led by a panel combining deep AI legal expertise, insurance recovery experience, brokerage insight, and corporate risk management perspective, this session examines how AI is reshaping the risk landscape and challenging traditional insurance frameworks. Attendees will gain a practical understanding of what AI is and how it is being deployed across industries, the regulatory landscape governing AI systems, the key risks AI creates for businesses, how the insurance market is responding to those risks, and how existing insurance policies respond to AI-related claims. Participants will leave equipped with the knowledge to identify AI-related exposures, evaluate how their insurance programs address those exposures, and take practical steps to close coverage gaps. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463642 463642 104 G5768 1:00:29 https://www.pli.edu/programs/ai-and-insurance-navigating-risks-coverage-and-the-evolving-market/469448?tCode=WTC5_RSS01 Insurance Insurance coverage Technology Artificial intelligence This presentation provides a comprehensive overview of the insurance issues arising from the rapid adoption and deployment of artificial intelligence technologies. Led by a panel combining deep AI legal expertise, insurance recovery experience, brokerage insight, and corporate risk management perspective, this session examines how AI is reshaping the risk landscape and challenging traditional insurance frameworks. Attendees will gain a practical understanding of what AI is and how it is being deployed across industries, the regulatory landscape governing AI systems, the key risks AI creates for businesses, how the insurance market is responding to those risks, and how existing insurance policies respond to AI-related claims. Participants will leave equipped with the knowledge to identify AI-related exposures, evaluate how their insurance programs address those exposures, and take practical steps to close coverage gaps. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469448 469448 98 G5768 1:01:10 https://www.pli.edu/programs/ai-and-insurance-navigating-risks-coverage-and-the-evolving-market/469449?tCode=WTC5_RSS01 Insurance Insurance coverage Technology Artificial intelligence This presentation provides a comprehensive overview of the insurance issues arising from the rapid adoption and deployment of artificial intelligence technologies. Led by a panel combining deep AI legal expertise, insurance recovery experience, brokerage insight, and corporate risk management perspective, this session examines how AI is reshaping the risk landscape and challenging traditional insurance frameworks. Attendees will gain a practical understanding of what AI is and how it is being deployed across industries, the regulatory landscape governing AI systems, the key risks AI creates for businesses, how the insurance market is responding to those risks, and how existing insurance policies respond to AI-related claims. Participants will leave equipped with the knowledge to identify AI-related exposures, evaluate how their insurance programs address those exposures, and take practical steps to close coverage gaps. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469449 469449 163 G5768 1:01:10 https://www.pli.edu/programs/drafting-and-enforcing-multi-state-noncompete-agreements/465838?tCode=WTC5_RSS01 Employment and labor Employment agreements Trade secrets Litigation Noncompetes Noncompete agreements and similar restrictive covenants help companies protect their trade secrets, customer relationships, and other recognized legitimate business interests. But restrictive covenant laws vary by state, ranging from bans in California, Minnesota, North Dakota, and Oklahoma to strong, pro-enforcement policies in Florida. And they are constantly evolving, including with Washington banning noncompetes and certain other restrictive covenants starting in 2027 – with retroactive effect. Avoid the risks of not having an adaptive, compliant restrictive covenant framework that covers your employees, when your workforce resides in multiple states. In this One-Hour Briefing we will examine best practices for drafting and enforcing restrictive covenants as part of a holistic program designed to be flexible enough to protect your company’s trade secrets and other legitimate business interests, while remaining in compliance with the evolving patchwork of laws.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465838 465838 104 G5792 1:01:18 https://www.pli.edu/programs/drafting-and-enforcing-multi-state-noncompete-agreements/469251?tCode=WTC5_RSS01 Employment and labor Employment agreements Trade secrets Litigation Noncompetes Noncompete agreements and similar restrictive covenants help companies protect their trade secrets, customer relationships, and other recognized legitimate business interests. But restrictive covenant laws vary by state, ranging from bans in California, Minnesota, North Dakota, and Oklahoma to strong, pro-enforcement policies in Florida. And they are constantly evolving, including with Washington banning noncompetes and certain other restrictive covenants starting in 2027 – with retroactive effect. Avoid the risks of not having an adaptive, compliant restrictive covenant framework that covers your employees, when your workforce resides in multiple states. In this One-Hour Briefing we will examine best practices for drafting and enforcing restrictive covenants as part of a holistic program designed to be flexible enough to protect your company’s trade secrets and other legitimate business interests, while remaining in compliance with the evolving patchwork of laws.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469251 469251 163 G5792 1:01:59 https://www.pli.edu/programs/drafting-and-enforcing-multi-state-noncompete-agreements/469250?tCode=WTC5_RSS01 Employment and labor Employment agreements Trade secrets Litigation Noncompetes Noncompete agreements and similar restrictive covenants help companies protect their trade secrets, customer relationships, and other recognized legitimate business interests. But restrictive covenant laws vary by state, ranging from bans in California, Minnesota, North Dakota, and Oklahoma to strong, pro-enforcement policies in Florida. And they are constantly evolving, including with Washington banning noncompetes and certain other restrictive covenants starting in 2027 – with retroactive effect. Avoid the risks of not having an adaptive, compliant restrictive covenant framework that covers your employees, when your workforce resides in multiple states. In this One-Hour Briefing we will examine best practices for drafting and enforcing restrictive covenants as part of a holistic program designed to be flexible enough to protect your company’s trade secrets and other legitimate business interests, while remaining in compliance with the evolving patchwork of laws.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469250 469250 98 G5792 1:01:59 https://www.pli.edu/programs/government-investigations/442362?tCode=WTC5_RSS01 Data breach Government investigations (Data breach) Data preservation and storage This timely program brings together leading in-house counsel, law firm practitioners, former regulators, and forensic and data experts to examine how enforcement and regulatory inquiries are unfolding globally in real time. Panels will focus on forensic trends across the regulatory sphere, practical strategies for in-house practitioners, and the evolving role of data, technology, and analytics in responding to regulatory demands using AI. Attendees will gain concrete, experience-driven guidance on handling subpoenas, civil investigative demands, regulatory exams, and enforcement actions — and leave better equipped to navigate inquiries, mitigate risk, and respond with confidence.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442362 442362 32 G3076 3:10:33 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/442029?tCode=WTC5_RSS01 Intellectual property Trademarks Technology Trademark law continues to challenge as impactful recent case law, administrative updates and the need for an increasingly global outlook when practicing trademark law evolves the practice.  Attend this informative review of trademark law fundamentals, updates and practice strategies by some of the country's top trademark lawyers. The agenda will cover trademark law origins and basics, the registration process, enforcement and litigation techniques, as well as the latest legal and regulatory developments. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442029 442029 32 G3208 5:40:07 https://www.pli.edu/programs/trusts-under-pressure--considering-the-exposure-of-trust-assets-and-recent-cases-in-which-trust-assets-have-been-at-issue-in-matrimonial-cases/462684?tCode=WTC5_RSS01 Estates and trusts Family law Divorce Once considered firmly “off limits”, in matrimonial cases assets held in trust and even trusts themselves have recently been at the center of matrimonial litigation. This One-Hour Briefing will consider the history of seeking to protect assets by way of trust and nuptial agreement, followed by a discussion of recent cases that revisit that protection. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462684 462684 104 G5762 1:00:55 https://www.pli.edu/programs/trusts-under-pressure--considering-the-exposure-of-trust-assets-and-recent-cases-in-which-trust-assets-have-been-at-issue-in-matrimonial-cases/469253?tCode=WTC5_RSS01 Estates and trusts Family law Divorce Once considered firmly “off limits”, in matrimonial cases assets held in trust and even trusts themselves have recently been at the center of matrimonial litigation. This One-Hour Briefing will consider the history of seeking to protect assets by way of trust and nuptial agreement, followed by a discussion of recent cases that revisit that protection. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469253 469253 163 G5762 1:01:37 https://www.pli.edu/programs/trusts-under-pressure--considering-the-exposure-of-trust-assets-and-recent-cases-in-which-trust-assets-have-been-at-issue-in-matrimonial-cases/469252?tCode=WTC5_RSS01 Estates and trusts Family law Divorce Once considered firmly “off limits”, in matrimonial cases assets held in trust and even trusts themselves have recently been at the center of matrimonial litigation. This One-Hour Briefing will consider the history of seeking to protect assets by way of trust and nuptial agreement, followed by a discussion of recent cases that revisit that protection. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469252 469252 98 G5762 1:01:37 https://www.pli.edu/programs/the-left-turn-that-changes-everything-rethinking-career-mistakes-and-setbacks--lawyers-in-real-conversation/465853?tCode=WTC5_RSS01 Judgment Career development Decision-making (Career development) Legal careers rarely unfold exactly as planned. Professional decisions that don’t work out as expected—or personal events that shift priorities and circumstances—can feel like mistakes or setbacks, leaving lawyers second-guessing themselves and hesitant to take the next step. In this candid conversation, accomplished lawyers reflect on pivotal moments in their lives and careers that initially felt like detours but ultimately shaped their growth and direction. Through real stories and guided discussion, the panelists explores how these experiences influenced their judgment, resilience, and approach to future opportunities. Viewers will gain insight into how they can rethink perceived setbacks, rebuild self-trust, reduce the fear of getting it wrong, and move forward with greater clarity and confidence. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465853 465853 32 G5790 1:00:55 https://www.pli.edu/programs/bridge-the-gap-ii-ethics-and-skills-for-newly-admitted-new-york-attorneys/444466?tCode=WTC5_RSS01 Ethics and professional responsibility Attorneys admitted in New York within the last two years can satisfy their annual MCLE ethics, cybersecurity ethics, and skills requirements by attending this one-day program. You can satisfy your professional practice and law practice management MCLE requirements at other programs.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444466 444466 3 G3161 2026-11-30T22:45:00Z 9:03:00 New York NY USA https://www.pli.edu/programs/complex-commercial-agreements-best-practices-and-common-mistakes/465702?tCode=WTC5_RSS01 Contractual terms (Corporate contracts) Legal writing, drafting, and negotiation Contract drafting and negotiation The way a commercial agreement is drafted and negotiated can have broad impacts on a business relationship and legal rights. Accordingly, contractual terms that define the scope of the relationship and each party’s responsibilities, prescribe governance frameworks relating to decision-making authority, specify procedures to follow in the event of a dispute, and allocate risk between the parties are essential elements of a commercial agreement. We will discuss considerations counsel must consider regarding how to approach the negotiation and drafting of such terms from each party’s perspective as well as best practices for achieving clear and concise drafting to reduce the risk an agreement will be misinterpreted in the future. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465702 465702 32 G5789 1:01:11 https://www.pli.edu/programs/ai-digital-health-and-the-future-of-health-tech-policy/465954?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Health care) Information technology (Health care) Regulation, compliance, and enforcement (Life sciences) Artificial intelligence Regulation, compliance, and enforcement (Technology) There has been a flurry of regulatory activity from HHS, FDA, and other health agencies, signaling both deregulatory efforts and new innovation incentives for AI and other digital health technologies. This forward-looking session will examine the practical implications of these recent developments for digital health innovators and provide insights on how to navigate the next era of innovation.PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465954 465954 32 G5793 1:02:01 https://www.pli.edu/programs/breaking-the-pipeline-special-education-advocacy-for-court-involved-students/465796?tCode=WTC5_RSS01 Education Special education Criminal litigation Public interest law and pro bono Every student -- regardless of race, income, court involvement, or disability -- deserves meaningful access to a quality education. However, we know from both lived experiences and available data that reality is far from this ideal, especially for court-involved youth with disabilities. When schools fail to identify and serve these students, the denial of education can set a devastating cycle in motion. Without a path to graduation or the support the law requires, they become vulnerable to surveillance, prosecution, and incarceration. And once inside the juvenile system, where students with disabilities are drastically overrepresented, the cycle deepens. Chronic instability between placements disrupts schooling further, agencies fail to share critical information about students' needs, and young people are funneled directly into the adult criminal system with no diploma, no services, and no way forward.Special education law offers a powerful but underutilized tool to help break this cycle. By integrating special education advocacy into juvenile and criminal defense, attorneys can increase access to education, decrease future court contact, and reshape outcomes for court-involved students with disabilities. As part of a holistic defense team, they can preserve both the substantive education rights and liberty interests of young people, disrupting the pipeline that funnels this population from the juvenile into the adult criminal legal system.  Importantly, public interest and pro bono attorneys can help meet the enormous demand for these services, whether by providing direct special education representation for students in criminal court or by supporting existing special education attorneys with strategic litigation. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465796 465796 104 G5791 1:00:02 https://www.pli.edu/programs/breaking-the-pipeline-special-education-advocacy-for-court-involved-students/469241?tCode=WTC5_RSS01 Education Special education Criminal litigation Public interest law and pro bono Every student -- regardless of race, income, court involvement, or disability -- deserves meaningful access to a quality education. However, we know from both lived experiences and available data that reality is far from this ideal, especially for court-involved youth with disabilities. When schools fail to identify and serve these students, the denial of education can set a devastating cycle in motion. Without a path to graduation or the support the law requires, they become vulnerable to surveillance, prosecution, and incarceration. And once inside the juvenile system, where students with disabilities are drastically overrepresented, the cycle deepens. Chronic instability between placements disrupts schooling further, agencies fail to share critical information about students' needs, and young people are funneled directly into the adult criminal system with no diploma, no services, and no way forward.Special education law offers a powerful but underutilized tool to help break this cycle. By integrating special education advocacy into juvenile and criminal defense, attorneys can increase access to education, decrease future court contact, and reshape outcomes for court-involved students with disabilities. As part of a holistic defense team, they can preserve both the substantive education rights and liberty interests of young people, disrupting the pipeline that funnels this population from the juvenile into the adult criminal legal system.  Importantly, public interest and pro bono attorneys can help meet the enormous demand for these services, whether by providing direct special education representation for students in criminal court or by supporting existing special education attorneys with strategic litigation. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469241 469241 98 G5791 1:00:44 https://www.pli.edu/programs/breaking-the-pipeline-special-education-advocacy-for-court-involved-students/469240?tCode=WTC5_RSS01 Education Special education Criminal litigation Public interest law and pro bono Every student -- regardless of race, income, court involvement, or disability -- deserves meaningful access to a quality education. However, we know from both lived experiences and available data that reality is far from this ideal, especially for court-involved youth with disabilities. When schools fail to identify and serve these students, the denial of education can set a devastating cycle in motion. Without a path to graduation or the support the law requires, they become vulnerable to surveillance, prosecution, and incarceration. And once inside the juvenile system, where students with disabilities are drastically overrepresented, the cycle deepens. Chronic instability between placements disrupts schooling further, agencies fail to share critical information about students' needs, and young people are funneled directly into the adult criminal system with no diploma, no services, and no way forward.Special education law offers a powerful but underutilized tool to help break this cycle. By integrating special education advocacy into juvenile and criminal defense, attorneys can increase access to education, decrease future court contact, and reshape outcomes for court-involved students with disabilities. As part of a holistic defense team, they can preserve both the substantive education rights and liberty interests of young people, disrupting the pipeline that funnels this population from the juvenile into the adult criminal legal system.  Importantly, public interest and pro bono attorneys can help meet the enormous demand for these services, whether by providing direct special education representation for students in criminal court or by supporting existing special education attorneys with strategic litigation. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469240 469240 163 G5791 1:00:44 https://www.pli.edu/programs/diversity/442730?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias in law practice Underrepresented racial and ethnic groups in law practice Acquire practical strategies for advancing inclusion in today’s legal workplace through this half-day program led by seasoned attorneys and DEI experts. The agenda weaves together key themes impacting the profession: you’ll explore the intersection of DEI and AI to uncover both emerging opportunities and potential risks, while also gaining tools to support senior women attorneys, including addressing menopause openly and building policies that foster belonging. A holistic approach will help you recognize and counter stereotypes and biases, particularly those affecting Asian American Pacific Islander (AAPI) attorneys, ensuring that all voices are included and empowered. By blending these critical topics, the program equips you with immediate, actionable strategies to enhance inclusive leadership and strengthen workplace culture for everyone. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442730 442730 32 G4447 3:11:44 https://www.pli.edu/programs/mda-in-depth-workshop/443794?tCode=WTC5_RSS01 Accounting and financial reporting Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Management discussion and analysis By using interactive lectures and examples, this Workshop will give participants a mastery of the SEC’s Management’s Discussion and Analysis (MD&A) requirements for both annual and interim periods, enabling you to draft or review MD&A with confidence. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443794 443794 185 G3072 2026-12-01T01:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/mda-in-depth-workshop/443793?tCode=WTC5_RSS01 Accounting and financial reporting Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Management discussion and analysis By using interactive lectures and examples, this Workshop will give participants a mastery of the SEC’s Management’s Discussion and Analysis (MD&A) requirements for both annual and interim periods, enabling you to draft or review MD&A with confidence. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443793 443793 186 G3072 2026-12-01T01:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/ma-and-ai--learning-the-tools-and-trends-impacting-the-deal-making-process/465708?tCode=WTC5_RSS01 Corporate law Mergers and acquisitions Regulation, compliance, and enforcement (Corporate law) Technology Artificial intelligence Artificial Intelligence is doing more than making headlines – it’s changing workflows faster than perhaps any technology since the advent of the internet. But exactly how it’s changing the deal process is still being worked out. New tools and technologies arrive almost weekly, and we are watching them impact every part of the deal-making process in real time. This brief presentation will discuss AI-enabled tools and technologies currently impacting the deal-making process and offer some thoughts on how to manage clients through evolving engagements.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465708 465708 104 G5787 1:01:51 https://www.pli.edu/programs/ma-and-ai--learning-the-tools-and-trends-impacting-the-deal-making-process/468726?tCode=WTC5_RSS01 Corporate law Mergers and acquisitions Regulation, compliance, and enforcement (Corporate law) Technology Artificial intelligence Artificial Intelligence is doing more than making headlines – it’s changing workflows faster than perhaps any technology since the advent of the internet. But exactly how it’s changing the deal process is still being worked out. New tools and technologies arrive almost weekly, and we are watching them impact every part of the deal-making process in real time. This brief presentation will discuss AI-enabled tools and technologies currently impacting the deal-making process and offer some thoughts on how to manage clients through evolving engagements.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468726 468726 98 G5787 1:02:32 https://www.pli.edu/programs/ma-and-ai--learning-the-tools-and-trends-impacting-the-deal-making-process/468725?tCode=WTC5_RSS01 Corporate law Mergers and acquisitions Regulation, compliance, and enforcement (Corporate law) Technology Artificial intelligence Artificial Intelligence is doing more than making headlines – it’s changing workflows faster than perhaps any technology since the advent of the internet. But exactly how it’s changing the deal process is still being worked out. New tools and technologies arrive almost weekly, and we are watching them impact every part of the deal-making process in real time. This brief presentation will discuss AI-enabled tools and technologies currently impacting the deal-making process and offer some thoughts on how to manage clients through evolving engagements.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468725 468725 163 G5787 1:02:32 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/442266?tCode=WTC5_RSS01 Litigation Civil procedure Evidence Practice skills (Litigation) Pre-trial procedure Are you up to date on the important developments in federal civil practice and the implications of these developments for your cases? At this program, a distinguished faculty of trial lawyers and judges will provide a dynamic overview of significant recent developments in the law and offer their insights. The program will focus on the impact of these developments on best practices throughout the life of a federal civil litigation. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442266 442266 32 G3060 6:11:06 https://www.pli.edu/programs/export-control-questions-for-ai--machine-learning-companies-when-controls-arise-and-how-to-mitigate-risk/464564?tCode=WTC5_RSS01 International law Export controls Technology Artificial intelligence Machine learning This briefing will explore the unique export control issues that AI / machine learning companies face. In this rapidly developing area, companies must grapple with controls that may arise in connection with a tool’s particular use cases, inputs, outputs, and tech stack, all of which can develop more quickly than traditional technologies. This carries significant implications for how a company engages with international customers, organizes its operations, and administers trade compliance. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464564 464564 104 G5774 1:02:46 https://www.pli.edu/programs/export-control-questions-for-ai--machine-learning-companies-when-controls-arise-and-how-to-mitigate-risk/468806?tCode=WTC5_RSS01 International law Export controls Technology Artificial intelligence Machine learning This briefing will explore the unique export control issues that AI / machine learning companies face. In this rapidly developing area, companies must grapple with controls that may arise in connection with a tool’s particular use cases, inputs, outputs, and tech stack, all of which can develop more quickly than traditional technologies. This carries significant implications for how a company engages with international customers, organizes its operations, and administers trade compliance. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468806 468806 98 G5774 1:03:27 https://www.pli.edu/programs/export-control-questions-for-ai--machine-learning-companies-when-controls-arise-and-how-to-mitigate-risk/468805?tCode=WTC5_RSS01 International law Export controls Technology Artificial intelligence Machine learning This briefing will explore the unique export control issues that AI / machine learning companies face. In this rapidly developing area, companies must grapple with controls that may arise in connection with a tool’s particular use cases, inputs, outputs, and tech stack, all of which can develop more quickly than traditional technologies. This carries significant implications for how a company engages with international customers, organizes its operations, and administers trade compliance. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468805 468805 163 G5774 1:03:27 https://www.pli.edu/programs/aaa---building-a-law-firm-ai-strategy/452960?tCode=WTC5_RSS01 This practical, actionable course is designed to empower legal professionals and law firm leaders to navigate and implement generative AI strategies within their practice. Drawing on the American Arbitration Association’s successful AI integration as a guiding example, the course equips participants with the tools and insights needed to drive innovation, enhance efficiency, and maintain a competitive edge in the rapidly evolving legal industry. Each of the course’s modules requires approximately 30 minutes to complete and allows participants to learn at their own pace. The modules feature an engaging mix of narrated videos delivering educational content, interviews with AAA leaders sharing their real-world experiences, slides and animated text emphasizing key points, interactive quizzes to reinforce learning, and downloadable worksheets to help participants apply concepts to their own firms. Upon completion of the course, participants will have a thorough understanding of the tools, strategies, and leadership approaches essential for driving AI adoption in their unique legal environments. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452960 452960 178 G5504 2:56:00 https://www.pli.edu/programs/hot-topics-in-advertising-law/441671?tCode=WTC5_RSS01 Online and traditional advertising This program addresses the myriad of advertising and marketing challenges facing brands and their marketing agencies when utilizing cutting-edge technologies and creative methods in engaging with consumers. Led by experienced faculty, the program will delve deep into the issues companies encounter while designing and executing advertising and other marketing campaigns, including the possibility of regulatory investigations and consumer class actions. Participants will gain practical insights and actionable strategies that can be applied in their daily work. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441671 441671 32 G3107 6:13:37 https://www.pli.edu/programs/new-developments-in-securitization/444162?tCode=WTC5_RSS01 Financial products Securitization Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Traditional asset-backed securities markets, such as auto securitizations, commercial mortgage-backed securities, and credit card receivables continue with steady issuance volumes, while new markets, such marketplace lending, continue to develop. Other markets, such as private-label residential mortgage-backed securities, continue to struggle.Join our expert faculty as they discuss key developments in the securities market, including the state of the markets, legislative and regulatory actions. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444162 444162 3 G3175 2026-12-01T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/new-developments-in-securitization/444163?tCode=WTC5_RSS01 Financial products Securitization Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Traditional asset-backed securities markets, such as auto securitizations, commercial mortgage-backed securities, and credit card receivables continue with steady issuance volumes, while new markets, such marketplace lending, continue to develop. Other markets, such as private-label residential mortgage-backed securities, continue to struggle.Join our expert faculty as they discuss key developments in the securities market, including the state of the markets, legislative and regulatory actions. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444163 444163 13 G3175 2026-12-01T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/ohio-new-lawyers-training/442416?tCode=WTC5_RSS01 Ethics and professional responsibility Newly admitted Ohio attorneys must complete 12 hours of New Lawyers Training by the end of their first biennial compliance period. Three of the 12 hours MUST consist of instruction on topics related to professional conduct, professional relationships, obligations of lawyers, or aspirational ideals of the profession; instruction on topics related to fundamental law office management; and instruction on topics related to client fund management. Attend this half-day live webcast program to earn these 3 credits while receiving expert guidance from a faculty of experienced Ohio-based practitioners.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442416 442416 3 G3050 2026-12-01T17:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/ohio-new-lawyers-training/442417?tCode=WTC5_RSS01 Ethics and professional responsibility Newly admitted Ohio attorneys must complete 12 hours of New Lawyers Training by the end of their first biennial compliance period. Three of the 12 hours MUST consist of instruction on topics related to professional conduct, professional relationships, obligations of lawyers, or aspirational ideals of the profession; instruction on topics related to fundamental law office management; and instruction on topics related to client fund management. Attend this half-day live webcast program to earn these 3 credits while receiving expert guidance from a faculty of experienced Ohio-based practitioners.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442417 442417 13 G3050 2026-12-01T17:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/captive-insurance-101-foundations-and-practical-considerations/462849?tCode=WTC5_RSS01 Insurance Regulation, compliance, and enforcement (Insurance) Reinsurance Regulation, compliance, and enforcement (Securities and other financial products) Captive insurance companies are no longer solely the domain of risk managers and insurance professionals—they raise core legal, regulatory, tax, and governance issues that increasingly require active involvement from corporate counsel. Whether advising in-house or externally, lawyers are frequently asked to evaluate captive proposals, assess regulatory and tax risks, structure compliant arrangements, and oversee governance and operational frameworks. This One-Hour Briefing provides corporate lawyers with an introduction to captive insurance, emphasizing where and how counsel adds value throughout the captive lifecycle. Designed for corporate, insurance, and tax practitioners, this program equips lawyers to participate meaningfully in captive insurance discussions, identify legal and compliance risks early, and advise clients or their organizations on how to structure and operate captives in a defensible, well-governed manner.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462849 462849 104 G5761 1:01:01 https://www.pli.edu/programs/captive-insurance-101-foundations-and-practical-considerations/468802?tCode=WTC5_RSS01 Insurance Regulation, compliance, and enforcement (Insurance) Reinsurance Regulation, compliance, and enforcement (Securities and other financial products) Captive insurance companies are no longer solely the domain of risk managers and insurance professionals—they raise core legal, regulatory, tax, and governance issues that increasingly require active involvement from corporate counsel. Whether advising in-house or externally, lawyers are frequently asked to evaluate captive proposals, assess regulatory and tax risks, structure compliant arrangements, and oversee governance and operational frameworks. This One-Hour Briefing provides corporate lawyers with an introduction to captive insurance, emphasizing where and how counsel adds value throughout the captive lifecycle. Designed for corporate, insurance, and tax practitioners, this program equips lawyers to participate meaningfully in captive insurance discussions, identify legal and compliance risks early, and advise clients or their organizations on how to structure and operate captives in a defensible, well-governed manner.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468802 468802 163 G5761 1:01:43 https://www.pli.edu/programs/captive-insurance-101-foundations-and-practical-considerations/468801?tCode=WTC5_RSS01 Insurance Regulation, compliance, and enforcement (Insurance) Reinsurance Regulation, compliance, and enforcement (Securities and other financial products) Captive insurance companies are no longer solely the domain of risk managers and insurance professionals—they raise core legal, regulatory, tax, and governance issues that increasingly require active involvement from corporate counsel. Whether advising in-house or externally, lawyers are frequently asked to evaluate captive proposals, assess regulatory and tax risks, structure compliant arrangements, and oversee governance and operational frameworks. This One-Hour Briefing provides corporate lawyers with an introduction to captive insurance, emphasizing where and how counsel adds value throughout the captive lifecycle. Designed for corporate, insurance, and tax practitioners, this program equips lawyers to participate meaningfully in captive insurance discussions, identify legal and compliance risks early, and advise clients or their organizations on how to structure and operate captives in a defensible, well-governed manner.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468801 468801 98 G5761 1:01:43 https://www.pli.edu/programs/can-your-records-schedule-handle-ai-privacy-and-employee-document-hoarding/465170?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Employee privacy Professional development Technology Artificial intelligence You have just been given ownership of your company’s records management or broader information governance program with a clear mandate: bring it up to date to be in compliance, and while you’re at it, modernize it to effectively manage electronic information. But where should you begin? How do you distinguish between essential record program components and those that are merely “nice to have?” Which internal groups should you collaborate with and how do you estimate timelines and budgets, especially in an environment of limited resources? Learn how to equip yourself with the tools and strategies needed to successfully lead your company’s records and information governance program forward.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465170 465170 104 G5782 1:01:56 https://www.pli.edu/programs/can-your-records-schedule-handle-ai-privacy-and-employee-document-hoarding/468804?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Employee privacy Professional development Technology Artificial intelligence You have just been given ownership of your company’s records management or broader information governance program with a clear mandate: bring it up to date to be in compliance, and while you’re at it, modernize it to effectively manage electronic information. But where should you begin? How do you distinguish between essential record program components and those that are merely “nice to have?” Which internal groups should you collaborate with and how do you estimate timelines and budgets, especially in an environment of limited resources? Learn how to equip yourself with the tools and strategies needed to successfully lead your company’s records and information governance program forward.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468804 468804 98 G5782 1:02:37 https://www.pli.edu/programs/can-your-records-schedule-handle-ai-privacy-and-employee-document-hoarding/468803?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Employee privacy Professional development Technology Artificial intelligence You have just been given ownership of your company’s records management or broader information governance program with a clear mandate: bring it up to date to be in compliance, and while you’re at it, modernize it to effectively manage electronic information. But where should you begin? How do you distinguish between essential record program components and those that are merely “nice to have?” Which internal groups should you collaborate with and how do you estimate timelines and budgets, especially in an environment of limited resources? Learn how to equip yourself with the tools and strategies needed to successfully lead your company’s records and information governance program forward.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468803 468803 163 G5782 1:02:37 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/441941?tCode=WTC5_RSS01 Sustainable business Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) ESG (Corporate law) ESG (Securities and other financial products) While the headlines often capture meaningful and important headwinds to sustainability measures, several key sustainability laws and regulations have either taken effect or survived amendment in the last year and additional significant laws and regulations are on the horizon. Legal, regulatory, litigation, and enforcement considerations are affecting sustainability strategy to an unprecedented degree, as voluntary sustainability measures and reporting cede ground to regulatory strategy and compliance efforts. In-house counsel and outside counsel are charged with enabling sustainability initiatives that drive value and support corporate strategy while protecting their companies from a growing set of sustainability-related foot faults and risks. Deep knowledge of sustainability legal and regulatory requirements, expertise in substantive sustainability topics, and skills in regulatory change management can empower attorneys not only to effectively discharge these responsibilities but also to provide affirmative value in the form of strategic alignment, consistency across programs and disclosures, cost reduction, and increased focus on core business and sustainability priorities. Attend this program to better understand how practitioners are navigating these developments at this critical inflection point, how legal and sustainability teams are collaborating to drive value, and how in-house and outside counsel can deploy effective regulatory change-management strategies to prepare for future requirements.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441941 441941 32 G3032 6:41:58 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/443201?tCode=WTC5_RSS01 Accounting and financial reporting Financial reporting (Accounting and financial reporting) Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Form 10-K Many lawyers learn SEC reporting through on-the-job training that often is piecemeal at best. This Workshop is intended to replace that ad-hoc learning process by helping participants develop an in-depth understanding of the reporting requirements of the U.S. federal securities laws. Workshop participants will build the foundational knowledge and practical experience necessary to understand, prepare and review periodic and current reports and proxy statements to comply with the SEC’s extensive disclosure requirements. Participants will also learn important rules and techniques for communicating with the public, including during public offerings of securities as well as what triggers the “duty to disclose,” the importance of “insider trading” policies, and the art of drafting disclosure documents and press releases with a view toward limiting potential liability. This Workshop will include discussion of current and emerging SEC focus areas and is perfect for beginners or as a refresher for experienced SEC reporting professionals.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443201 443201 186 G3075 2026-12-03T00:00:00Z 7:10:20 San Francisco CA USA https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/443202?tCode=WTC5_RSS01 Accounting and financial reporting Financial reporting (Accounting and financial reporting) Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Form 10-K Many lawyers learn SEC reporting through on-the-job training that often is piecemeal at best. This Workshop is intended to replace that ad-hoc learning process by helping participants develop an in-depth understanding of the reporting requirements of the U.S. federal securities laws. Workshop participants will build the foundational knowledge and practical experience necessary to understand, prepare and review periodic and current reports and proxy statements to comply with the SEC’s extensive disclosure requirements. Participants will also learn important rules and techniques for communicating with the public, including during public offerings of securities as well as what triggers the “duty to disclose,” the importance of “insider trading” policies, and the art of drafting disclosure documents and press releases with a view toward limiting potential liability. This Workshop will include discussion of current and emerging SEC focus areas and is perfect for beginners or as a refresher for experienced SEC reporting professionals.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443202 443202 185 G3075 2026-12-03T00:00:00Z 7:10:20 San Francisco CA USA https://www.pli.edu/programs/the-ethics-of-electronic-information/442735?tCode=WTC5_RSS01 Confidentiality (Ethics and professional responsibility) Electronic information (Ethics and professional responsibility) Social media use (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) This program will address the cutting-edge ethical issues arising out of the use of AI. We will discuss what counsel must do to comply with ethical rules when selecting and using AI tools, especially rules governing protection of client information, communication with clients, competent representation, supervision and independent professional judgment. Our experienced faculty of Judges, in house counsel, plaintiffs’ counsel and defense counsel in civil litigation will also cover ethical issues counsel should be aware of that are on the horizon, as AI legal technology continues to evolve. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442735 442735 13 G3012 2026-12-01T21:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/the-ethics-of-electronic-information/442734?tCode=WTC5_RSS01 Confidentiality (Ethics and professional responsibility) Electronic information (Ethics and professional responsibility) Social media use (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) This program will address the cutting-edge ethical issues arising out of the use of AI. We will discuss what counsel must do to comply with ethical rules when selecting and using AI tools, especially rules governing protection of client information, communication with clients, competent representation, supervision and independent professional judgment. Our experienced faculty of Judges, in house counsel, plaintiffs’ counsel and defense counsel in civil litigation will also cover ethical issues counsel should be aware of that are on the horizon, as AI legal technology continues to evolve. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442734 442734 3 G3012 2026-12-01T21:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/employment-discrimination-law--litigation/440477?tCode=WTC5_RSS01 Employment discrimination Litigation Employment litigation Employment discrimination law continues to evolve rapidly, with significant substantive, procedural, and policy shifts shaping litigation of these claims in 2026. Practitioners face new challenges in understanding and navigating these changes to effectively represent clients.This popular, full-day event brings together leading members of the management and plaintiffs’ bars, along with experienced neutrals, to provide national perspectives on key legal developments and emerging trends. This year’s program will include an updated panel on significant state and federal cases, as well as discussion of the impact of the new Republican Administration on DEI initiatives and programs and the regulatory agencies charged with enforcing the anti-discrimination laws.  We will also cover the growing role of arbitration in resolving employment discrimination disputes. In fact, an all-new panel will examine and analyze the important differences, similarities and considerations involved in litigating cases in court vs. arbitration as practitioners in 2026 must understand these issues to successfully represent clients in both venues.  Other panels will address evolving limits on mandatory arbitration and jury waivers, as well as the expanded scope of pay equity legislation and court decisions. Finally, a panel will address disability discrimination, examining specifically damages arising out of disability claims and expert testimony used to prove or disprove them.In short, our expert faculty will provide critical updates on recent developments impacting the employment discrimination arena and attempt to predict where those trends are headed. They will not only offer their perspectives on proactively navigating these changes, but provide helpful insight on handling the litigation when it becomes necessary.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440477 440477 32 G3259 6:57:09 https://www.pli.edu/programs/basics-of-attorney-client-privilege-and-work-product-protection-when-and-how-to-protect-or-overcome-in-investigations-and-litigation/464233?tCode=WTC5_RSS01 Ethics and professional responsibility Attorney-client privilege Regulation, compliance, and enforcement (Ethics and professional responsibility) Litigation Work-product doctrine (Litigation) Join us for an overview of how disputes about the scope and applicability of attorney-client privilege and work product protection can arise during investigations and “carry over” into civil or criminal litigation, whether filed by a government agency or a private party. Protection or loss of privilege or work product protection depends on various factors, including the roles of in-house and retained attorneys who oversee and conduct investigations and whether communications are intended for business or legal purposes and who the recipients of legal advice might be. We will also preview the PLI Briefing on August 17, 2026 that will focus on technologies, including generative artificial intelligence, used during investigations and litigation and how these may impact privilege and work product. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464233 464233 104 G5772 1:00:28 https://www.pli.edu/programs/basics-of-attorney-client-privilege-and-work-product-protection-when-and-how-to-protect-or-overcome-in-investigations-and-litigation/468166?tCode=WTC5_RSS01 Ethics and professional responsibility Attorney-client privilege Regulation, compliance, and enforcement (Ethics and professional responsibility) Litigation Work-product doctrine (Litigation) Join us for an overview of how disputes about the scope and applicability of attorney-client privilege and work product protection can arise during investigations and “carry over” into civil or criminal litigation, whether filed by a government agency or a private party. Protection or loss of privilege or work product protection depends on various factors, including the roles of in-house and retained attorneys who oversee and conduct investigations and whether communications are intended for business or legal purposes and who the recipients of legal advice might be. We will also preview the PLI Briefing on August 17, 2026 that will focus on technologies, including generative artificial intelligence, used during investigations and litigation and how these may impact privilege and work product. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468166 468166 163 G5772 1:01:10 https://www.pli.edu/programs/basics-of-attorney-client-privilege-and-work-product-protection-when-and-how-to-protect-or-overcome-in-investigations-and-litigation/468165?tCode=WTC5_RSS01 Ethics and professional responsibility Attorney-client privilege Regulation, compliance, and enforcement (Ethics and professional responsibility) Litigation Work-product doctrine (Litigation) Join us for an overview of how disputes about the scope and applicability of attorney-client privilege and work product protection can arise during investigations and “carry over” into civil or criminal litigation, whether filed by a government agency or a private party. Protection or loss of privilege or work product protection depends on various factors, including the roles of in-house and retained attorneys who oversee and conduct investigations and whether communications are intended for business or legal purposes and who the recipients of legal advice might be. We will also preview the PLI Briefing on August 17, 2026 that will focus on technologies, including generative artificial intelligence, used during investigations and litigation and how these may impact privilege and work product. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468165 468165 98 G5772 1:01:10 https://www.pli.edu/programs/advocating-for-justice-involved-veterans/461902?tCode=WTC5_RSS01 Incarcerated individuals Health care Litigation Public interest law and pro bono Veterans (Public interest law and pro bono) Recent estimates indicate that approximately 1 in 3 of the nation’s 19 million veterans report criminal justice involvement, and over 100,000 veterans are currently incarcerated in state or federal facilities. For many of these veterans, symptoms of mental health conditions stemming from military service have contributed to the legal issues they face. Contact with the criminal justice system creates unique problems for veterans, including disruptions in VA healthcare access and entitlement to disability compensation benefits.In some jurisdictions, important steps are being taken to support this population of veterans. The creation of Veterans Treatment Courts (VTCs) provides treatment-focused alternatives to incarceration for eligible veterans. Additionally, laws have been enacted to consider military service in criminal court sentencing, including opportunities for resentencing for those currently incarcerated. Despite this progress, this population still faces many barriers in accessing the care and services they have earned and are too often overlooked and under-resourced. Advocates can provide significant assistance to justice-involved veterans by helping them obtain and maintain access to VA benefits before, during, and after incarceration.The speakers will address how incarceration impacts VA benefits, how to advocate for those who have had their benefits severed due to incarceration, and how to help those in jail and prisons throughout the VA claims process. Additionally, the speakers will address changes both within the VA’s current system and ideas for legislative fixes for some of the common issues we see in practice. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461902 461902 32 G5737 1:01:45 https://www.pli.edu/programs/navigating-modern-commercial-contracts-ai-and-data-processing-addenda/461045?tCode=WTC5_RSS01 Commercial law Sales contracts Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Artificial intelligence is now part of commercial contracts for products and services. This briefing will explore the intersection of AI clauses with other contractual clauses including the data processing addendum and will provide practical tips to effectively manage AI, privacy, and IP risks. We will discuss key clauses in the AI addendum, the data processing addendum, and the master agreement. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461045 461045 104 G5731 1:01:25 https://www.pli.edu/programs/navigating-modern-commercial-contracts-ai-and-data-processing-addenda/468036?tCode=WTC5_RSS01 Commercial law Sales contracts Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Artificial intelligence is now part of commercial contracts for products and services. This briefing will explore the intersection of AI clauses with other contractual clauses including the data processing addendum and will provide practical tips to effectively manage AI, privacy, and IP risks. We will discuss key clauses in the AI addendum, the data processing addendum, and the master agreement. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468036 468036 98 G5731 1:02:06 https://www.pli.edu/programs/navigating-modern-commercial-contracts-ai-and-data-processing-addenda/468035?tCode=WTC5_RSS01 Commercial law Sales contracts Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Artificial intelligence is now part of commercial contracts for products and services. This briefing will explore the intersection of AI clauses with other contractual clauses including the data processing addendum and will provide practical tips to effectively manage AI, privacy, and IP risks. We will discuss key clauses in the AI addendum, the data processing addendum, and the master agreement. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468035 468035 163 G5731 1:02:06 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/476590?tCode=WTC5_RSS01 Banking and finance Mortgage loans Litigation Public interest law and pro bono Real estate Taken from the Web Program Recorded August 7, 2026 in San FranciscoMortgage Servicer Litigation [00:59:45]The speakers will discuss litigation of claims on behalf of homeowners against mortgage servicers. After completing this session, participants will be able to:Identify typical common-law claims against mortgage servicersDevelop a case plan and litigation strategyHandle servicing issues in bankruptcySpot ethical issues in litigation and settlementFanny Cherng, Esq., Stacey Tutt, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:National Housing Law Project, Homeowner Legal Issues Screening Tool (CA) (October 2024)Stacey TuttMortgage and Home Loss Prevention Basics Case Study—Linda R.Fanny Cherng,Stacey TuttConsumer Law Basics: Mortgage Servicer Litigation—Resource ListFanny Cherng,Stacey TuttPresentation MaterialMortgage Servicer Litigation (PowerPoint Slides)Fanny Cherng, Stacey Tutt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476590 476590 25 G3184 0:59:45 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/476589?tCode=WTC5_RSS01 Banking and finance Mortgage loans Litigation Public interest law and pro bono Real estate Taken from the Web Program Recorded August 7, 2026 in San FranciscoMortgage Servicer Litigation [00:59:45]The speakers will discuss litigation of claims on behalf of homeowners against mortgage servicers. After completing this session, participants will be able to:Identify typical common-law claims against mortgage servicersDevelop a case plan and litigation strategyHandle servicing issues in bankruptcySpot ethical issues in litigation and settlementFanny Cherng, Esq., Stacey Tutt, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:National Housing Law Project, Homeowner Legal Issues Screening Tool (CA) (October 2024)Stacey TuttMortgage and Home Loss Prevention Basics Case Study—Linda R.Fanny Cherng,Stacey TuttConsumer Law Basics: Mortgage Servicer Litigation—Resource ListFanny Cherng,Stacey TuttPresentation MaterialMortgage Servicer Litigation (PowerPoint Slides)Fanny Cherng, Stacey Tutt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476589 476589 98 G3184 1:00:27 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/476586?tCode=WTC5_RSS01 Banking and finance Litigation Practice skills (Public interest law and pro bono) Professional development Pro bono relations and opportunities Taken from the Web Program Recorded August 7, 2026 in San FranciscoPartnerships Between Legal Services and the Private Bar [00:00:30]The presentation will review the benefits of pro bono referral relationships. After completing this session, participants will be able to:Understand typical pro bono referral arrangementsConduct co-counsel relationships in impact consumer litigationUtilize cy pres awards in class litigationIntegrate legal service organizations to support private litigationKari Rudd, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Partnerships Between Legal Services and the Private Bar—Overview OutlineElizabeth N. TeelonPresentation MaterialPartnerships Between Legal Services and the Private Bar (PowerPoint Slides)Kari RuddIRS Private Letter RulingKari Rudd Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476586 476586 98 G3184 0:33:02 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/476587?tCode=WTC5_RSS01 Banking and finance Litigation Practice skills (Public interest law and pro bono) Professional development Pro bono relations and opportunities Taken from the Web Program Recorded August 7, 2026 in San FranciscoPartnerships Between Legal Services and the Private Bar [00:00:30]The presentation will review the benefits of pro bono referral relationships. After completing this session, participants will be able to:Understand typical pro bono referral arrangementsConduct co-counsel relationships in impact consumer litigationUtilize cy pres awards in class litigationIntegrate legal service organizations to support private litigationKari Rudd, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Partnerships Between Legal Services and the Private Bar—Overview OutlineElizabeth N. TeelonPresentation MaterialPartnerships Between Legal Services and the Private Bar (PowerPoint Slides)Kari RuddIRS Private Letter RulingKari Rudd Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476587 476587 25 G3184 0:32:20 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/476582?tCode=WTC5_RSS01 Banking and finance Consumer finance Credit cards Litigation Public interest law and pro bono Taken from the Web Program Recorded August 7, 2026 in San FranciscoRepresenting the Unsecured Debtor [00:01:00]The speakers will review the practice skills necessary to assist consumers in defending unsecured debt collection matters. After completing this session, participants will be able to:Use discovery and motion practiceUnderstand common evidentiary problems in collection actionsUse of Fair Credit Billing Act to aid unsecured debtorsAcquire trial, settlement and mediation skillsDefend automobile deficienciesMatthew Lein, Esq., Jessica L. Russell, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Discovery Dispute Pleadings and Exhibits from American Homes 4 Rent Properties Three, LLC v. Schauer and Lawrence, No. 2025CV000289 (Wis. 2026)Matthew LeinPresentation MaterialRepresenting the Unsecured Debtor (PowerPoint Slides)Matthew Lein, Jessica L. Russell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476582 476582 163 G3184 0:59:27 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/476583?tCode=WTC5_RSS01 Banking and finance Consumer finance Credit cards Litigation Public interest law and pro bono Taken from the Web Program Recorded August 7, 2026 in San FranciscoRepresenting the Unsecured Debtor [00:01:00]The speakers will review the practice skills necessary to assist consumers in defending unsecured debt collection matters. After completing this session, participants will be able to:Use discovery and motion practiceUnderstand common evidentiary problems in collection actionsUse of Fair Credit Billing Act to aid unsecured debtorsAcquire trial, settlement and mediation skillsDefend automobile deficienciesMatthew Lein, Esq., Jessica L. Russell, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Discovery Dispute Pleadings and Exhibits from American Homes 4 Rent Properties Three, LLC v. Schauer and Lawrence, No. 2025CV000289 (Wis. 2026)Matthew LeinPresentation MaterialRepresenting the Unsecured Debtor (PowerPoint Slides)Matthew Lein, Jessica L. Russell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476583 476583 98 G3184 0:59:27 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/476584?tCode=WTC5_RSS01 Banking and finance Consumer finance Credit cards Litigation Public interest law and pro bono Taken from the Web Program Recorded August 7, 2026 in San FranciscoRepresenting the Unsecured Debtor [00:01:00]The speakers will review the practice skills necessary to assist consumers in defending unsecured debt collection matters. After completing this session, participants will be able to:Use discovery and motion practiceUnderstand common evidentiary problems in collection actionsUse of Fair Credit Billing Act to aid unsecured debtorsAcquire trial, settlement and mediation skillsDefend automobile deficienciesMatthew Lein, Esq., Jessica L. Russell, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Discovery Dispute Pleadings and Exhibits from American Homes 4 Rent Properties Three, LLC v. Schauer and Lawrence, No. 2025CV000289 (Wis. 2026)Matthew LeinPresentation MaterialRepresenting the Unsecured Debtor (PowerPoint Slides)Matthew Lein, Jessica L. Russell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476584 476584 25 G3184 0:58:45 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/476600?tCode=WTC5_RSS01 Banking and finance Consumer finance Auto loans Litigation Public interest law and pro bono Taken from the Web Program Recorded August 7, 2026 in San FranciscoA Primer on Automobile Fraud [00:01:00]The topic will cover the basic concepts of the representation of consumers, who may have been the victim of automobile dealership fraud/misconduct. After completing this session, participants will be able to:Identify common auto dealer sales and financing scamsUnderstand common dealer terminology and practicesUse Truth-in-Lending Act and state consumer finance laws to address dealer misconductApply federal and state odometer actsJoshua Feygin, Esq., Beth Wells, Esq. The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Plaintiff’s Notice of Taking the Video-Taped Deposition of [Defendant Dealer]’s Corporate RepresentativeJoshua FeyginComplaint for Damages and Incidental Relief, Cahuana v. Super Autos Doral LLC, No. 1:23-cv-22312 (S.D. Fla. 2023)Joshua FeyginOrder Granting Motion for Entry of Consent Judgment and Final Consent Judgment, Cahuana v. Super Autos Doral LLC, No. 23-22312-Civ-Scola (S.D. Fla. 2024)Joshua FeyginSample Complaint for Damages and Incidental ReliefJoshua FeyginSample Statement of Claim for Damages and Incidental ReliefJoshua FeyginSample Plaintiff’s Second Request for Production of Documents to Defendant [Defendant Dealer] (E-Sign Discovery)Joshua FeyginSample Plaintiff’s First Request for Production to Defendant (Consumer Claims Discovery)Joshua FeyginSample Subpoena Duces Tecum Without DepositionJoshua FeyginPresentation MaterialA Primer on Automobile FraudJoshua Feygin, Elizabeth A. Wells Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476600 476600 163 G3184 0:58:34 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/476602?tCode=WTC5_RSS01 Banking and finance Consumer finance Auto loans Litigation Public interest law and pro bono Taken from the Web Program Recorded August 7, 2026 in San FranciscoA Primer on Automobile Fraud [00:01:00]The topic will cover the basic concepts of the representation of consumers, who may have been the victim of automobile dealership fraud/misconduct. After completing this session, participants will be able to:Identify common auto dealer sales and financing scamsUnderstand common dealer terminology and practicesUse Truth-in-Lending Act and state consumer finance laws to address dealer misconductApply federal and state odometer actsJoshua Feygin, Esq., Beth Wells, Esq. The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Plaintiff’s Notice of Taking the Video-Taped Deposition of [Defendant Dealer]’s Corporate RepresentativeJoshua FeyginComplaint for Damages and Incidental Relief, Cahuana v. Super Autos Doral LLC, No. 1:23-cv-22312 (S.D. Fla. 2023)Joshua FeyginOrder Granting Motion for Entry of Consent Judgment and Final Consent Judgment, Cahuana v. Super Autos Doral LLC, No. 23-22312-Civ-Scola (S.D. Fla. 2024)Joshua FeyginSample Complaint for Damages and Incidental ReliefJoshua FeyginSample Statement of Claim for Damages and Incidental ReliefJoshua FeyginSample Plaintiff’s Second Request for Production of Documents to Defendant [Defendant Dealer] (E-Sign Discovery)Joshua FeyginSample Plaintiff’s First Request for Production to Defendant (Consumer Claims Discovery)Joshua FeyginSample Subpoena Duces Tecum Without DepositionJoshua FeyginPresentation MaterialA Primer on Automobile FraudJoshua Feygin, Elizabeth A. Wells Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476602 476602 25 G3184 0:57:52 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/476598?tCode=WTC5_RSS01 Banking and finance Consumer finance Student loans Litigation Public interest law and pro bono Taken from the Web Program Recorded August 7, 2026 in San FranciscoRepresenting the Student Loan Borrower [00:01:00]The speakers will discuss the basics of the effective legal representation of student loan borrowers. After completing this session, participants will be able to:Distinguish between federal, state, and private student loansUnderstand the student loan life cycleComprehend collection practices specific to student loansResolve typical student loan problems after issue spotting exercisesIdentify emerging problems with student loansHandle student loans in and out of bankruptcyDefend student loan lawsuits, including private loansJoshua R.I. Cohen, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Representing the Student Loan Borrower: Repayment, Relief, Private Loans, and Bankruptcy—OutlineStanley Tate,Joshua R.I. CohenPresentation MaterialRepresenting the Student Loan BorrowerJoshua R.I. Cohen, Stanley Tate Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476598 476598 98 G3184 1:02:02 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/476599?tCode=WTC5_RSS01 Banking and finance Consumer finance Student loans Litigation Public interest law and pro bono Taken from the Web Program Recorded August 7, 2026 in San FranciscoRepresenting the Student Loan Borrower [00:01:00]The speakers will discuss the basics of the effective legal representation of student loan borrowers. After completing this session, participants will be able to:Distinguish between federal, state, and private student loansUnderstand the student loan life cycleComprehend collection practices specific to student loansResolve typical student loan problems after issue spotting exercisesIdentify emerging problems with student loansHandle student loans in and out of bankruptcyDefend student loan lawsuits, including private loansJoshua R.I. Cohen, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Representing the Student Loan Borrower: Repayment, Relief, Private Loans, and Bankruptcy—OutlineStanley Tate,Joshua R.I. CohenPresentation MaterialRepresenting the Student Loan BorrowerJoshua R.I. Cohen, Stanley Tate Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476599 476599 25 G3184 1:01:20 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/476597?tCode=WTC5_RSS01 Banking and finance Consumer finance Student loans Litigation Public interest law and pro bono Taken from the Web Program Recorded August 7, 2026 in San FranciscoRepresenting the Student Loan Borrower [00:01:00]The speakers will discuss the basics of the effective legal representation of student loan borrowers. After completing this session, participants will be able to:Distinguish between federal, state, and private student loansUnderstand the student loan life cycleComprehend collection practices specific to student loansResolve typical student loan problems after issue spotting exercisesIdentify emerging problems with student loansHandle student loans in and out of bankruptcyDefend student loan lawsuits, including private loansJoshua R.I. Cohen, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Representing the Student Loan Borrower: Repayment, Relief, Private Loans, and Bankruptcy—OutlineStanley Tate,Joshua R.I. CohenPresentation MaterialRepresenting the Student Loan BorrowerJoshua R.I. Cohen, Stanley Tate Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476597 476597 163 G3184 1:02:02 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/476594?tCode=WTC5_RSS01 Banking and finance Consumer finance Financial services Litigation Public interest law and pro bono Taken from the Web Program Recorded August 7, 2026 in San FranciscoOverview of State and Federal Restraints on Debt Collection [00:01:00]The speakers will provide a comprehensive review of the Fair Debt Collection Practices Act (“FDCPA”) and state statutory authority. After completing this session, participants will be able to:Understand the scope of the FDCPA - what is a “consumer debt” and who is a “debt collector” under the FDCPARecognize and learn the mandated consumer disclosures under the FDCPAIdentify prohibited practices under the FDCPA and the Telephone Consumer Protection Act (“TCPA”)Acquire skills to investigate and prepare FDCPA and TCPA casesInvoke remedies under the FDCPA and TCPA, including class action claimsKaelyn Diamond, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Brief for Appellant, Daniels v. Select Portfolio Servicing, Inc., No. 19-10204 (11th Cir. 2019)Kaelyn DiamondAppellant’s Reply Brief, Daniels v. Select Portfolio Servicing, Inc., No. 19-10204 (11th Cir. 2019)Kaelyn DiamondOpinion of the Court, Daniels v. Select Portfolio Servicing, Inc., No. 19-10204 (11th Cir. 2022)Kaelyn DiamondDemand for Validation and Verification of Debt, JPMorgan Chase Bank, N.A. v. Hadlock, No. 26-003325-CO (6th Cir. 2026)Kaelyn DiamondSecond Amended Class Action Complaint, Daugherty v. Sarasota County Public Hospital District d/b/a Sarasota Memorial Health Care System, No. 2019-CA-3178-NC (12th Cir. 2022)Kaelyn DiamondPlaintiff’s Complaint with Injunctive Relief Sought and Demand for Jury Trial, Gerena v. Torbert Emergency Physicians, LLC, No. 8:17-cv-02326-JSM-MAP (M.D. Fla. 2017)Kaelyn DiamondPlaintiff’s First Requests for Admission to Defendant LVNV Funding LLC, Garrett v. LVNV Funding LLC (4th Cir. 2025)Kaelyn DiamondPlaintiff’s First Requests for Admission to Defendant Resurgent Capital Services L.P., Garrett v. LVNV Funding LLC (4th Cir. 2025)Kaelyn DiamondPresentation MaterialOverview of State and Federal Restraints on Debt Collection (PowerPoint Slides)Daniels v. Select Portfolio Servicing, Inc.Kaelyn DiamondFacebook, Inc. v. DuguidKaelyn DiamondMarchisio v. Carrington Mortgage Services, LLCKaelyn DiamondMedley v. Dish Network, LLCKaelyn Diamond Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476594 476594 163 G3184 1:02:52 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/476595?tCode=WTC5_RSS01 Banking and finance Consumer finance Financial services Litigation Public interest law and pro bono Taken from the Web Program Recorded August 7, 2026 in San FranciscoOverview of State and Federal Restraints on Debt Collection [00:01:00]The speakers will provide a comprehensive review of the Fair Debt Collection Practices Act (“FDCPA”) and state statutory authority. After completing this session, participants will be able to:Understand the scope of the FDCPA - what is a “consumer debt” and who is a “debt collector” under the FDCPARecognize and learn the mandated consumer disclosures under the FDCPAIdentify prohibited practices under the FDCPA and the Telephone Consumer Protection Act (“TCPA”)Acquire skills to investigate and prepare FDCPA and TCPA casesInvoke remedies under the FDCPA and TCPA, including class action claimsKaelyn Diamond, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Brief for Appellant, Daniels v. Select Portfolio Servicing, Inc., No. 19-10204 (11th Cir. 2019)Kaelyn DiamondAppellant’s Reply Brief, Daniels v. Select Portfolio Servicing, Inc., No. 19-10204 (11th Cir. 2019)Kaelyn DiamondOpinion of the Court, Daniels v. Select Portfolio Servicing, Inc., No. 19-10204 (11th Cir. 2022)Kaelyn DiamondDemand for Validation and Verification of Debt, JPMorgan Chase Bank, N.A. v. Hadlock, No. 26-003325-CO (6th Cir. 2026)Kaelyn DiamondSecond Amended Class Action Complaint, Daugherty v. Sarasota County Public Hospital District d/b/a Sarasota Memorial Health Care System, No. 2019-CA-3178-NC (12th Cir. 2022)Kaelyn DiamondPlaintiff’s Complaint with Injunctive Relief Sought and Demand for Jury Trial, Gerena v. Torbert Emergency Physicians, LLC, No. 8:17-cv-02326-JSM-MAP (M.D. Fla. 2017)Kaelyn DiamondPlaintiff’s First Requests for Admission to Defendant LVNV Funding LLC, Garrett v. LVNV Funding LLC (4th Cir. 2025)Kaelyn DiamondPlaintiff’s First Requests for Admission to Defendant Resurgent Capital Services L.P., Garrett v. LVNV Funding LLC (4th Cir. 2025)Kaelyn DiamondPresentation MaterialOverview of State and Federal Restraints on Debt Collection (PowerPoint Slides)Daniels v. Select Portfolio Servicing, Inc.Kaelyn DiamondFacebook, Inc. v. DuguidKaelyn DiamondMarchisio v. Carrington Mortgage Services, LLCKaelyn DiamondMedley v. Dish Network, LLCKaelyn Diamond Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476595 476595 98 G3184 1:02:52 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/476596?tCode=WTC5_RSS01 Banking and finance Consumer finance Financial services Litigation Public interest law and pro bono Taken from the Web Program Recorded August 7, 2026 in San FranciscoOverview of State and Federal Restraints on Debt Collection [00:01:00]The speakers will provide a comprehensive review of the Fair Debt Collection Practices Act (“FDCPA”) and state statutory authority. After completing this session, participants will be able to:Understand the scope of the FDCPA - what is a “consumer debt” and who is a “debt collector” under the FDCPARecognize and learn the mandated consumer disclosures under the FDCPAIdentify prohibited practices under the FDCPA and the Telephone Consumer Protection Act (“TCPA”)Acquire skills to investigate and prepare FDCPA and TCPA casesInvoke remedies under the FDCPA and TCPA, including class action claimsKaelyn Diamond, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Brief for Appellant, Daniels v. Select Portfolio Servicing, Inc., No. 19-10204 (11th Cir. 2019)Kaelyn DiamondAppellant’s Reply Brief, Daniels v. Select Portfolio Servicing, Inc., No. 19-10204 (11th Cir. 2019)Kaelyn DiamondOpinion of the Court, Daniels v. Select Portfolio Servicing, Inc., No. 19-10204 (11th Cir. 2022)Kaelyn DiamondDemand for Validation and Verification of Debt, JPMorgan Chase Bank, N.A. v. Hadlock, No. 26-003325-CO (6th Cir. 2026)Kaelyn DiamondSecond Amended Class Action Complaint, Daugherty v. Sarasota County Public Hospital District d/b/a Sarasota Memorial Health Care System, No. 2019-CA-3178-NC (12th Cir. 2022)Kaelyn DiamondPlaintiff’s Complaint with Injunctive Relief Sought and Demand for Jury Trial, Gerena v. Torbert Emergency Physicians, LLC, No. 8:17-cv-02326-JSM-MAP (M.D. Fla. 2017)Kaelyn DiamondPlaintiff’s First Requests for Admission to Defendant LVNV Funding LLC, Garrett v. LVNV Funding LLC (4th Cir. 2025)Kaelyn DiamondPlaintiff’s First Requests for Admission to Defendant Resurgent Capital Services L.P., Garrett v. LVNV Funding LLC (4th Cir. 2025)Kaelyn DiamondPresentation MaterialOverview of State and Federal Restraints on Debt Collection (PowerPoint Slides)Daniels v. Select Portfolio Servicing, Inc.Kaelyn DiamondFacebook, Inc. v. DuguidKaelyn DiamondMarchisio v. Carrington Mortgage Services, LLCKaelyn DiamondMedley v. Dish Network, LLCKaelyn Diamond Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476596 476596 25 G3184 1:02:10 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/476593?tCode=WTC5_RSS01 Banking and finance Consumer finance Credit cards Litigation Public interest law and pro bono Taken from the Web Program Recorded August 7, 2026 in San FranciscoIntroduction to Fair Credit Reporting Act [01:01:25]The presentation will provide an overview of the Fair Credit Reporting Act (“FCRA”). After completing this session, participants will be able to:Understand the scope of the FCRA, including what is a “consumer report” and a “consumer reporting agency”Resolve common FCRA disputes, including inaccuracy and impermissible access claimsAssist clients in disputing inaccurate and obsolete credit information through the “re-investigation” processInvestigate and prepare an FCRA claimHandle disputes involving employment background reportsSeek remedies under the FCRA for willful and negligent violationsSusan M. Rotkis, Esq., Drew D. Sarrett, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Overview of the Fair Credit Reporting Act (“FCRA”), 15 U.S.C. § 1681 et seq.Drew D. Sarrett,Susan M. RotkisIntroduction to the Fair Credit Reporting Act (PowerPoint slides)Drew D. Sarrett,Susan M. RotkisPresentation MaterialIntroduction to Fair Credit Reporting Act (PowerPoint Slides)Susan M. Rotkis, Drew D. Sarrett Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476593 476593 25 G3184 1:01:25 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/476592?tCode=WTC5_RSS01 Banking and finance Consumer finance Credit cards Litigation Public interest law and pro bono Taken from the Web Program Recorded August 7, 2026 in San FranciscoIntroduction to Fair Credit Reporting Act [01:01:25]The presentation will provide an overview of the Fair Credit Reporting Act (“FCRA”). After completing this session, participants will be able to:Understand the scope of the FCRA, including what is a “consumer report” and a “consumer reporting agency”Resolve common FCRA disputes, including inaccuracy and impermissible access claimsAssist clients in disputing inaccurate and obsolete credit information through the “re-investigation” processInvestigate and prepare an FCRA claimHandle disputes involving employment background reportsSeek remedies under the FCRA for willful and negligent violationsSusan M. Rotkis, Esq., Drew D. Sarrett, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Overview of the Fair Credit Reporting Act (“FCRA”), 15 U.S.C. § 1681 et seq.Drew D. Sarrett,Susan M. RotkisIntroduction to the Fair Credit Reporting Act (PowerPoint slides)Drew D. Sarrett,Susan M. RotkisPresentation MaterialIntroduction to Fair Credit Reporting Act (PowerPoint Slides)Susan M. Rotkis, Drew D. Sarrett Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476592 476592 98 G3184 1:02:07 https://www.pli.edu/programs/the-attorney-client-privilege-and-internal-investigations/468298?tCode=WTC5_RSS01 Internal investigations (Corporate law) Attorney-client privilege Professional conduct Regulation, compliance, and enforcement (Ethics and professional responsibility) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded August 6, 2026 in New YorkThe Attorney-Client Privilege and Internal Investigations [00:02:00]This session will discuss recent developments and provide practical guidance on how the attorney-client privilege pursuant to the ABA Rules of Professional Conduct apply in real world corporate internal and government investigations.  After completing this session, participants will be able to learn to:Evaluate strategic and ethical considerations with regards to internal investigations and the attorney-client privilege Understand the scope of the attorney-client privilege and waiver of privilege Navigate advice of counsel defense and its implications on the attorney-client privilege Manage conflict of interest issues in the representation and interviews of company employees Winston M. Paes, Hon. Taryn A. Merkl, Marc P. Berger, Jonathan P. Lax, M Kristin Mace The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Debevoise & Plimpton, The Debrief, Supreme Court Declined to Decide Scope of Attorney-Client Privilege over Dual-Purpose Communications (January 27, 2023)Winston M. PaesIn Re: FirstEnergy Corp., 154 F.4th 431, No. 24-3654 (6th Cir. 2025)Winston M. PaesDebevoise & Plimpton, Debevoise Update, Sixth Circuit Finds Privilege Applicable to Internal Investigation (October 9, 2025)Winston M. PaesU.S. Department of Justice, Corporate Enforcement and Voluntary Self-Disclosure Policy (2023)Winston M. PaesDebevoise & Plimpton, The Debrief, DOJ Announces Department-Wide Corporate Enforcement Policy (March 12, 2026)Winston M. PaesOrder Denying Plaintiff’s Motion for Sanctions Based on Non-Compliance with a Court Order (ECF No. 68), Granting in Part, Denying in Part, and Deeming Withdrawn in Part Defendants’ Motion to Compel (ECF No. 80), and Striking the Non-Joint Statement (ECF No. 89), Warner v. Gilbarco, Inc., No. 2:24-cv-12333 (E.D. Mich. 2026)Winston M. PaesMemorandum, United States v. Heppner, No. 1:25 Cr. 503 (JSR) (S.D.N.Y. 2026)Winston M. PaesDebevoise & Plimpton, Debevoise Update, Update: Judge Rakoff Issues Written Opinion That AI-Generated Documents Are Not Protected by Privilege (February 18, 2026)Winston M. PaesDebevoise & Plimpton, The Debrief, AI Can Draft Board Minutes—But Should It? Considerations for Public Companies (June 17, 2025)Winston M. PaesPresentation MaterialHypo ScriptMarc P. Berger, Jonathan P. Lax, M Kristin Mace, Hon. Taryn A. Merkl, Winston M. PaesAttorney-Client Privilege PPTMarc P. Berger, Jonathan P. Lax, M Kristin Mace, Hon. Taryn A. Merkl, Winston M. Paes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468298 468298 163 G3199 2:03:23 https://www.pli.edu/programs/the-attorney-client-privilege-and-internal-investigations/468297?tCode=WTC5_RSS01 Internal investigations (Corporate law) Attorney-client privilege Professional conduct Regulation, compliance, and enforcement (Ethics and professional responsibility) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded August 6, 2026 in New YorkThe Attorney-Client Privilege and Internal Investigations [00:02:00]This session will discuss recent developments and provide practical guidance on how the attorney-client privilege pursuant to the ABA Rules of Professional Conduct apply in real world corporate internal and government investigations.  After completing this session, participants will be able to learn to:Evaluate strategic and ethical considerations with regards to internal investigations and the attorney-client privilege Understand the scope of the attorney-client privilege and waiver of privilege Navigate advice of counsel defense and its implications on the attorney-client privilege Manage conflict of interest issues in the representation and interviews of company employees Winston M. Paes, Hon. Taryn A. Merkl, Marc P. Berger, Jonathan P. Lax, M Kristin Mace The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Debevoise & Plimpton, The Debrief, Supreme Court Declined to Decide Scope of Attorney-Client Privilege over Dual-Purpose Communications (January 27, 2023)Winston M. PaesIn Re: FirstEnergy Corp., 154 F.4th 431, No. 24-3654 (6th Cir. 2025)Winston M. PaesDebevoise & Plimpton, Debevoise Update, Sixth Circuit Finds Privilege Applicable to Internal Investigation (October 9, 2025)Winston M. PaesU.S. Department of Justice, Corporate Enforcement and Voluntary Self-Disclosure Policy (2023)Winston M. PaesDebevoise & Plimpton, The Debrief, DOJ Announces Department-Wide Corporate Enforcement Policy (March 12, 2026)Winston M. PaesOrder Denying Plaintiff’s Motion for Sanctions Based on Non-Compliance with a Court Order (ECF No. 68), Granting in Part, Denying in Part, and Deeming Withdrawn in Part Defendants’ Motion to Compel (ECF No. 80), and Striking the Non-Joint Statement (ECF No. 89), Warner v. Gilbarco, Inc., No. 2:24-cv-12333 (E.D. Mich. 2026)Winston M. PaesMemorandum, United States v. Heppner, No. 1:25 Cr. 503 (JSR) (S.D.N.Y. 2026)Winston M. PaesDebevoise & Plimpton, Debevoise Update, Update: Judge Rakoff Issues Written Opinion That AI-Generated Documents Are Not Protected by Privilege (February 18, 2026)Winston M. PaesDebevoise & Plimpton, The Debrief, AI Can Draft Board Minutes—But Should It? Considerations for Public Companies (June 17, 2025)Winston M. PaesPresentation MaterialHypo ScriptMarc P. Berger, Jonathan P. Lax, M Kristin Mace, Hon. Taryn A. Merkl, Winston M. PaesAttorney-Client Privilege PPTMarc P. Berger, Jonathan P. Lax, M Kristin Mace, Hon. Taryn A. Merkl, Winston M. Paes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468297 468297 98 G3199 2:03:23 https://www.pli.edu/programs/the-attorney-client-privilege-and-internal-investigations/468299?tCode=WTC5_RSS01 Internal investigations (Corporate law) Attorney-client privilege Professional conduct Regulation, compliance, and enforcement (Ethics and professional responsibility) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded August 6, 2026 in New YorkThe Attorney-Client Privilege and Internal Investigations [00:02:00]This session will discuss recent developments and provide practical guidance on how the attorney-client privilege pursuant to the ABA Rules of Professional Conduct apply in real world corporate internal and government investigations.  After completing this session, participants will be able to learn to:Evaluate strategic and ethical considerations with regards to internal investigations and the attorney-client privilege Understand the scope of the attorney-client privilege and waiver of privilege Navigate advice of counsel defense and its implications on the attorney-client privilege Manage conflict of interest issues in the representation and interviews of company employees Winston M. Paes, Hon. Taryn A. Merkl, Marc P. Berger, Jonathan P. Lax, M Kristin Mace The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Debevoise & Plimpton, The Debrief, Supreme Court Declined to Decide Scope of Attorney-Client Privilege over Dual-Purpose Communications (January 27, 2023)Winston M. PaesIn Re: FirstEnergy Corp., 154 F.4th 431, No. 24-3654 (6th Cir. 2025)Winston M. PaesDebevoise & Plimpton, Debevoise Update, Sixth Circuit Finds Privilege Applicable to Internal Investigation (October 9, 2025)Winston M. PaesU.S. Department of Justice, Corporate Enforcement and Voluntary Self-Disclosure Policy (2023)Winston M. PaesDebevoise & Plimpton, The Debrief, DOJ Announces Department-Wide Corporate Enforcement Policy (March 12, 2026)Winston M. PaesOrder Denying Plaintiff’s Motion for Sanctions Based on Non-Compliance with a Court Order (ECF No. 68), Granting in Part, Denying in Part, and Deeming Withdrawn in Part Defendants’ Motion to Compel (ECF No. 80), and Striking the Non-Joint Statement (ECF No. 89), Warner v. Gilbarco, Inc., No. 2:24-cv-12333 (E.D. Mich. 2026)Winston M. PaesMemorandum, United States v. Heppner, No. 1:25 Cr. 503 (JSR) (S.D.N.Y. 2026)Winston M. PaesDebevoise & Plimpton, Debevoise Update, Update: Judge Rakoff Issues Written Opinion That AI-Generated Documents Are Not Protected by Privilege (February 18, 2026)Winston M. PaesDebevoise & Plimpton, The Debrief, AI Can Draft Board Minutes—But Should It? Considerations for Public Companies (June 17, 2025)Winston M. PaesPresentation MaterialHypo ScriptMarc P. Berger, Jonathan P. Lax, M Kristin Mace, Hon. Taryn A. Merkl, Winston M. PaesAttorney-Client Privilege PPTMarc P. Berger, Jonathan P. Lax, M Kristin Mace, Hon. Taryn A. Merkl, Winston M. Paes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468299 468299 25 G3199 2:02:42 https://www.pli.edu/programs/supreme-court-review/475892?tCode=WTC5_RSS01 Constitutional law Litigation Civil rights litigation Taken from the Web Program Recorded August 5, 2026 in New YorkOverview of the Supreme Court October 2025 Term [01:13:03]The goal of this segment is for attorneys to better understand:The themes, voting patterns, and leading decisions of the TermOctober 2025 Term decisions from the journalist’s perspectiveSpeakers: Joan Biskupic, Dean Erwin Chemerinsky, Professor Emeritus Martin A. SchwartzPanelists: Ginger D. Anders, Professor Michael C. Dorf, Professor Tara Grove, Hon. Harris L Hartz, Professor Emeritus Burt Neuborne, Professor Theodore M. ShawPresentation MaterialSupreme Court ReviewDean Erwin ChemerinskyComplete Course Materials - 28th Annual Supreme Court Review: October 2025 Terms Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475892 475892 25 G3016 1:13:04 https://www.pli.edu/programs/supreme-court-review/475891?tCode=WTC5_RSS01 Constitutional law Litigation Civil rights litigation Taken from the Web Program Recorded August 5, 2026 in New YorkOverview of the Supreme Court October 2025 Term [01:13:03]The goal of this segment is for attorneys to better understand:The themes, voting patterns, and leading decisions of the TermOctober 2025 Term decisions from the journalist’s perspectiveSpeakers: Joan Biskupic, Dean Erwin Chemerinsky, Professor Emeritus Martin A. SchwartzPanelists: Ginger D. Anders, Professor Michael C. Dorf, Professor Tara Grove, Hon. Harris L Hartz, Professor Emeritus Burt Neuborne, Professor Theodore M. ShawPresentation MaterialSupreme Court ReviewDean Erwin ChemerinskyComplete Course Materials - 28th Annual Supreme Court Review: October 2025 Terms Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475891 475891 98 G3016 1:13:45 https://www.pli.edu/programs/supreme-court-review/475893?tCode=WTC5_RSS01 Constitutional law Litigation Civil rights litigation Taken from the Web Program Recorded August 5, 2026 in New YorkOverview of the Supreme Court October 2025 Term [01:13:03]The goal of this segment is for attorneys to better understand:The themes, voting patterns, and leading decisions of the TermOctober 2025 Term decisions from the journalist’s perspectiveSpeakers: Joan Biskupic, Dean Erwin Chemerinsky, Professor Emeritus Martin A. SchwartzPanelists: Ginger D. Anders, Professor Michael C. Dorf, Professor Tara Grove, Hon. Harris L Hartz, Professor Emeritus Burt Neuborne, Professor Theodore M. ShawPresentation MaterialSupreme Court ReviewDean Erwin ChemerinskyComplete Course Materials - 28th Annual Supreme Court Review: October 2025 Terms Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475893 475893 163 G3016 1:13:45 https://www.pli.edu/programs/supreme-court-review/475882?tCode=WTC5_RSS01 Constitutional law Litigation Taken from the Web Program Recorded August 5, 2026 in New YorkSupreme Court October 2025 Term: Separation of Powers: Focus on Executive Power [00:01:15]The goal of this segment is for attorneys to better understand federal executive and regulatory power including:President’s authority to impose tariffsPresident’s authority to remove heads of independent agenciesPresident’s authority to fire Federal Reserve Board membersConstitutionality of birthright citizen Executive OrderTemporary protection immigration program for Haitians and SyriansThe emergency docket: Trump v. IllinoisAuthority of Federal Trade Commission to impose fines without a jury trialSpeakers: Ginger D. Anders, Dean Erwin Chemerinsky, Professor Michael C. Dorf, Professor Tara Grove, Judson O. LittletonPanelists: Professor Tiffany C. Graham, Hon. Harris L Hartz, Professor Theodore M. ShawPresentation MaterialPresidential PowerDean Erwin ChemerinskySelected Cases on Presidential PowerDean Erwin ChemerinskySyllabus – Learning Resources, Inc. v. TrumpSyllabus – Trump v. BarbaraSyllabus – Trump v. SlaughterSyllabus – Trump v. CookSyllabus – Mullin v. DOESyllabus – Mullin v. Al Otro LadoIllinois v. Trump StatutesHon. Harris L Hartz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475882 475882 98 G3016 1:15:40 https://www.pli.edu/programs/supreme-court-review/475883?tCode=WTC5_RSS01 Constitutional law Litigation Taken from the Web Program Recorded August 5, 2026 in New YorkSupreme Court October 2025 Term: Separation of Powers: Focus on Executive Power [00:01:15]The goal of this segment is for attorneys to better understand federal executive and regulatory power including:President’s authority to impose tariffsPresident’s authority to remove heads of independent agenciesPresident’s authority to fire Federal Reserve Board membersConstitutionality of birthright citizen Executive OrderTemporary protection immigration program for Haitians and SyriansThe emergency docket: Trump v. IllinoisAuthority of Federal Trade Commission to impose fines without a jury trialSpeakers: Ginger D. Anders, Dean Erwin Chemerinsky, Professor Michael C. Dorf, Professor Tara Grove, Judson O. LittletonPanelists: Professor Tiffany C. Graham, Hon. Harris L Hartz, Professor Theodore M. ShawPresentation MaterialPresidential PowerDean Erwin ChemerinskySelected Cases on Presidential PowerDean Erwin ChemerinskySyllabus – Learning Resources, Inc. v. TrumpSyllabus – Trump v. BarbaraSyllabus – Trump v. SlaughterSyllabus – Trump v. CookSyllabus – Mullin v. DOESyllabus – Mullin v. Al Otro LadoIllinois v. Trump StatutesHon. Harris L Hartz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475883 475883 25 G3016 1:14:59 https://www.pli.edu/programs/supreme-court-review/475884?tCode=WTC5_RSS01 Constitutional law Litigation Taken from the Web Program Recorded August 5, 2026 in New YorkSupreme Court October 2025 Term: Separation of Powers: Focus on Executive Power [00:01:15]The goal of this segment is for attorneys to better understand federal executive and regulatory power including:President’s authority to impose tariffsPresident’s authority to remove heads of independent agenciesPresident’s authority to fire Federal Reserve Board membersConstitutionality of birthright citizen Executive OrderTemporary protection immigration program for Haitians and SyriansThe emergency docket: Trump v. IllinoisAuthority of Federal Trade Commission to impose fines without a jury trialSpeakers: Ginger D. Anders, Dean Erwin Chemerinsky, Professor Michael C. Dorf, Professor Tara Grove, Judson O. LittletonPanelists: Professor Tiffany C. Graham, Hon. Harris L Hartz, Professor Theodore M. ShawPresentation MaterialPresidential PowerDean Erwin ChemerinskySelected Cases on Presidential PowerDean Erwin ChemerinskySyllabus – Learning Resources, Inc. v. TrumpSyllabus – Trump v. BarbaraSyllabus – Trump v. SlaughterSyllabus – Trump v. CookSyllabus – Mullin v. DOESyllabus – Mullin v. Al Otro LadoIllinois v. Trump StatutesHon. Harris L Hartz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475884 475884 163 G3016 1:15:40 https://www.pli.edu/programs/supreme-court-review/475880?tCode=WTC5_RSS01 Constitutional law Litigation Civil rights litigation Taken from the Web Program Recorded August 5, 2026 in New YorkSupreme Court October 2025 Term: Civil Litigation (Including Civil Rights and Business Interests) [01:13:59]The goal of this segment is for attorneys to better understand federal executive and regulatory power including:Section 1983 Heck doctrineIs there a right to assert personal capacity damages claims under Religious Land Use and Institutionalized Persons Act (RLUIPA)?Takings clause right to compensation for market value of foreclosed propertyFederal statutory preemption of state tort claimsInternet service provider liability for customer downloads of copyrighted musicRight of federal contractor to remove state suit to federal courtSpeakers: Ginger D. Anders, Dean Erwin Chemerinsky, Professor Michael C. Dorf, Professor Tiffany C. Graham, Professor Tara Grove, Hon. Harris L Hartz, Judson O. Littleton, Professor Emeritus Martin A. Schwartz, Professor Theodore M. ShawPresentation MaterialSection 1983 Civil Rights Litigation – October 2025 Supreme Court Term (September 2025 to June 2026)Martin A. SchwartzSyllabus – Olivier v. City of BrandonSyllabus – T.M. v. University of Maryland Medical System CorporationSyllabus – Pung v. Isabella CountySyllabus – Landor v. Louisiana Department of CorrectionsSyllabus – Monsanto v. DurnellSyllabus – Sripetch v. Securities and Exchange CommissionSyllabus – Cox Communications v. Sony Music EntertainmentSyllabus – Cisco Systems, Inc. V. DOESyllabus – Federal Communications Commission v. AT&T Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475880 475880 25 G3016 1:13:59 https://www.pli.edu/programs/supreme-court-review/475881?tCode=WTC5_RSS01 Constitutional law Litigation Civil rights litigation Taken from the Web Program Recorded August 5, 2026 in New YorkSupreme Court October 2025 Term: Civil Litigation (Including Civil Rights and Business Interests) [01:13:59]The goal of this segment is for attorneys to better understand federal executive and regulatory power including:Section 1983 Heck doctrineIs there a right to assert personal capacity damages claims under Religious Land Use and Institutionalized Persons Act (RLUIPA)?Takings clause right to compensation for market value of foreclosed propertyFederal statutory preemption of state tort claimsInternet service provider liability for customer downloads of copyrighted musicRight of federal contractor to remove state suit to federal courtSpeakers: Ginger D. Anders, Dean Erwin Chemerinsky, Professor Michael C. Dorf, Professor Tiffany C. Graham, Professor Tara Grove, Hon. Harris L Hartz, Judson O. Littleton, Professor Emeritus Martin A. Schwartz, Professor Theodore M. ShawPresentation MaterialSection 1983 Civil Rights Litigation – October 2025 Supreme Court Term (September 2025 to June 2026)Martin A. SchwartzSyllabus – Olivier v. City of BrandonSyllabus – T.M. v. University of Maryland Medical System CorporationSyllabus – Pung v. Isabella CountySyllabus – Landor v. Louisiana Department of CorrectionsSyllabus – Monsanto v. DurnellSyllabus – Sripetch v. Securities and Exchange CommissionSyllabus – Cox Communications v. Sony Music EntertainmentSyllabus – Cisco Systems, Inc. V. DOESyllabus – Federal Communications Commission v. AT&T Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475881 475881 163 G3016 1:14:41 https://www.pli.edu/programs/supreme-court-review/475879?tCode=WTC5_RSS01 Constitutional law Litigation Civil rights litigation Taken from the Web Program Recorded August 5, 2026 in New YorkSupreme Court October 2025 Term: Civil Litigation (Including Civil Rights and Business Interests) [01:13:59]The goal of this segment is for attorneys to better understand federal executive and regulatory power including:Section 1983 Heck doctrineIs there a right to assert personal capacity damages claims under Religious Land Use and Institutionalized Persons Act (RLUIPA)?Takings clause right to compensation for market value of foreclosed propertyFederal statutory preemption of state tort claimsInternet service provider liability for customer downloads of copyrighted musicRight of federal contractor to remove state suit to federal courtSpeakers: Ginger D. Anders, Dean Erwin Chemerinsky, Professor Michael C. Dorf, Professor Tiffany C. Graham, Professor Tara Grove, Hon. Harris L Hartz, Judson O. Littleton, Professor Emeritus Martin A. Schwartz, Professor Theodore M. ShawPresentation MaterialSection 1983 Civil Rights Litigation – October 2025 Supreme Court Term (September 2025 to June 2026)Martin A. SchwartzSyllabus – Olivier v. City of BrandonSyllabus – T.M. v. University of Maryland Medical System CorporationSyllabus – Pung v. Isabella CountySyllabus – Landor v. Louisiana Department of CorrectionsSyllabus – Monsanto v. DurnellSyllabus – Sripetch v. Securities and Exchange CommissionSyllabus – Cox Communications v. Sony Music EntertainmentSyllabus – Cisco Systems, Inc. V. DOESyllabus – Federal Communications Commission v. AT&T Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475879 475879 98 G3016 1:14:41 https://www.pli.edu/programs/supreme-court-review/475887?tCode=WTC5_RSS01 Constitutional law Fourth Amendment Litigation Criminal litigation Taken from the Web Program Recorded August 5, 2026 in New YorkSupreme Court October 2025 Term: Second Amendment and Criminal Procedure [00:01:15]The goal of this segment is for attorneys to better understand decisions of the October 2025 Term concerning:Second Amendment: State law barring gun possession without consent of the property ownerFederal law barring gun possession by person who is a drug user or addicted to illegal drugsFourth Amendment: Validity of geofence warrantsFourth Amendment standard for emergency home entriesImmigration stopsDeath penalty: How should courts evaluate mental illness?Post-trial Batson challengesSpeakers: Dean Erwin Chemerinsky, Professor Michael C. Dorf, Hon. Harris L Hartz, Professor Emeritus Martin A. SchwartzPanelists: Joan Biskupic, Judson O. Littleton, Professor Emeritus Burt NeubornePresentation MaterialThe Supreme Court and the Second AmendmentDean Erwin ChemerinskySupreme Court October 2025 Term - Fourth AmendmentMartin A. SchwartzSyllabus – United States v. HemaniSyllabus – Wolford v. LopezSyllabus – Chatrie v. United StatesSyllabus – Case v. MontanaSyllabus – Hunter v. United StatesSyllabus – Pitchford v. Cain Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475887 475887 163 G3016 1:15:31 https://www.pli.edu/programs/supreme-court-review/475885?tCode=WTC5_RSS01 Constitutional law Fourth Amendment Litigation Criminal litigation Taken from the Web Program Recorded August 5, 2026 in New YorkSupreme Court October 2025 Term: Second Amendment and Criminal Procedure [00:01:15]The goal of this segment is for attorneys to better understand decisions of the October 2025 Term concerning:Second Amendment: State law barring gun possession without consent of the property ownerFederal law barring gun possession by person who is a drug user or addicted to illegal drugsFourth Amendment: Validity of geofence warrantsFourth Amendment standard for emergency home entriesImmigration stopsDeath penalty: How should courts evaluate mental illness?Post-trial Batson challengesSpeakers: Dean Erwin Chemerinsky, Professor Michael C. Dorf, Hon. Harris L Hartz, Professor Emeritus Martin A. SchwartzPanelists: Joan Biskupic, Judson O. Littleton, Professor Emeritus Burt NeubornePresentation MaterialThe Supreme Court and the Second AmendmentDean Erwin ChemerinskySupreme Court October 2025 Term - Fourth AmendmentMartin A. SchwartzSyllabus – United States v. HemaniSyllabus – Wolford v. LopezSyllabus – Chatrie v. United StatesSyllabus – Case v. MontanaSyllabus – Hunter v. United StatesSyllabus – Pitchford v. Cain Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475885 475885 98 G3016 1:15:31 https://www.pli.edu/programs/supreme-court-review/475886?tCode=WTC5_RSS01 Constitutional law Fourth Amendment Litigation Criminal litigation Taken from the Web Program Recorded August 5, 2026 in New YorkSupreme Court October 2025 Term: Second Amendment and Criminal Procedure [00:01:15]The goal of this segment is for attorneys to better understand decisions of the October 2025 Term concerning:Second Amendment: State law barring gun possession without consent of the property ownerFederal law barring gun possession by person who is a drug user or addicted to illegal drugsFourth Amendment: Validity of geofence warrantsFourth Amendment standard for emergency home entriesImmigration stopsDeath penalty: How should courts evaluate mental illness?Post-trial Batson challengesSpeakers: Dean Erwin Chemerinsky, Professor Michael C. Dorf, Hon. Harris L Hartz, Professor Emeritus Martin A. SchwartzPanelists: Joan Biskupic, Judson O. Littleton, Professor Emeritus Burt NeubornePresentation MaterialThe Supreme Court and the Second AmendmentDean Erwin ChemerinskySupreme Court October 2025 Term - Fourth AmendmentMartin A. SchwartzSyllabus – United States v. HemaniSyllabus – Wolford v. LopezSyllabus – Chatrie v. United StatesSyllabus – Case v. MontanaSyllabus – Hunter v. United StatesSyllabus – Pitchford v. Cain Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475886 475886 25 G3016 1:14:50 https://www.pli.edu/programs/supreme-court-review/475890?tCode=WTC5_RSS01 Constitutional law First Amendment Litigation Civil rights litigation Taken from the Web Program Recorded August 5, 2026 in New YorkSupreme Court October 2025 Term: Speech, Voting, and Equal Protection [00:01:15]The goal of this segment is for attorneys to better understand decisions of the October 2025 Term concerning:Speech: Campaign financing: validity of federal limits on coordinated political party/candidate spendingConstitutionality of the state ban on conversion therapyVoting: Voting Rights Act: constitutionality of creation of majority/minority voting districts (Louisiana v. Calais; Abbot v. LULAC)Counting of mail-in ballots received after election dayEquality: Validity of state laws requiring student sports participation based on biological gender rather than gender identitySpeakers: Professor Tiffany C. Graham, Professor Emeritus Burt Neuborne, Professor Theodore M. ShawPanelists: Ginger D. Anders, Joan Biskupic, Professor Tara Grove, Hon. Harris L Hartz, Judson O. LittletonPresentation MaterialPLI Supreme Court Review - Oct. 25 Term – First Amendment Cases and DevelopmentsProfessor Emeritus Burt NeuborneSyllabus – Louisiana v. CallaisPer Curiam – Allen v. MilliganSyllabus – Watson v. Republican National CommitteeSyllabus – West Virginia v. B. P. J.Syllabus - Chiles v. SalazarSyllabus – National Republican Senatorial Committee v. Federal Election CommissionSyllabus – First Choice Women’s Resource Centers v. Davenport Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475890 475890 163 G3016 1:11:35 https://www.pli.edu/programs/supreme-court-review/475888?tCode=WTC5_RSS01 Constitutional law First Amendment Litigation Civil rights litigation Taken from the Web Program Recorded August 5, 2026 in New YorkSupreme Court October 2025 Term: Speech, Voting, and Equal Protection [00:01:15]The goal of this segment is for attorneys to better understand decisions of the October 2025 Term concerning:Speech: Campaign financing: validity of federal limits on coordinated political party/candidate spendingConstitutionality of the state ban on conversion therapyVoting: Voting Rights Act: constitutionality of creation of majority/minority voting districts (Louisiana v. Calais; Abbot v. LULAC)Counting of mail-in ballots received after election dayEquality: Validity of state laws requiring student sports participation based on biological gender rather than gender identitySpeakers: Professor Tiffany C. Graham, Professor Emeritus Burt Neuborne, Professor Theodore M. ShawPanelists: Ginger D. Anders, Joan Biskupic, Professor Tara Grove, Hon. Harris L Hartz, Judson O. LittletonPresentation MaterialPLI Supreme Court Review - Oct. 25 Term – First Amendment Cases and DevelopmentsProfessor Emeritus Burt NeuborneSyllabus – Louisiana v. CallaisPer Curiam – Allen v. MilliganSyllabus – Watson v. Republican National CommitteeSyllabus – West Virginia v. B. P. J.Syllabus - Chiles v. SalazarSyllabus – National Republican Senatorial Committee v. Federal Election CommissionSyllabus – First Choice Women’s Resource Centers v. Davenport Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475888 475888 98 G3016 1:11:35 https://www.pli.edu/programs/supreme-court-review/475889?tCode=WTC5_RSS01 Constitutional law First Amendment Litigation Civil rights litigation Taken from the Web Program Recorded August 5, 2026 in New YorkSupreme Court October 2025 Term: Speech, Voting, and Equal Protection [00:01:15]The goal of this segment is for attorneys to better understand decisions of the October 2025 Term concerning:Speech: Campaign financing: validity of federal limits on coordinated political party/candidate spendingConstitutionality of the state ban on conversion therapyVoting: Voting Rights Act: constitutionality of creation of majority/minority voting districts (Louisiana v. Calais; Abbot v. LULAC)Counting of mail-in ballots received after election dayEquality: Validity of state laws requiring student sports participation based on biological gender rather than gender identitySpeakers: Professor Tiffany C. Graham, Professor Emeritus Burt Neuborne, Professor Theodore M. ShawPanelists: Ginger D. Anders, Joan Biskupic, Professor Tara Grove, Hon. Harris L Hartz, Judson O. LittletonPresentation MaterialPLI Supreme Court Review - Oct. 25 Term – First Amendment Cases and DevelopmentsProfessor Emeritus Burt NeuborneSyllabus – Louisiana v. CallaisPer Curiam – Allen v. MilliganSyllabus – Watson v. Republican National CommitteeSyllabus – West Virginia v. B. P. J.Syllabus - Chiles v. SalazarSyllabus – National Republican Senatorial Committee v. Federal Election CommissionSyllabus – First Choice Women’s Resource Centers v. Davenport Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475889 475889 25 G3016 1:10:53 https://www.pli.edu/programs/erisa/475897?tCode=WTC5_RSS01 Practice skills (Employee benefits) Ethical issues (Ethics and professional responsibility) In-house counsel (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkEthical Issues for ERISA Practitioners in 2026 - Understanding Current Internal and External Counsel Issues [01:34:11]This panel will discuss professional responsibility obligations for in-house and outside ERISA counsel. After attending this session, attendees will be able to:Understand the issues relating to and implications of accurate identification of who the client is in the context of ERISA and Executive CompensationGain a better understanding of loyalty, confidentiality and privilegeReceive an update on developments regarding the representation of “disliked” clients and the obligations that internal and external counsel may face to avoid being compromised in their ethical obligationsExplore aspirational aspects of the practice beyond what’s technically requiredSpeakers: Andrew L. Oringer, William E. Ryan III The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Robert Kantowitz and Andrew L. Oringer, New York State Bar Association, NYSBA Report Looks at Challenges for Lawyers Who Want to Serve in Public Office (Spring 2025)Andrew L. OringerNew York State Bar Association, Report and Recommendations of the New York State Bar Association, Committee on Attorney Professionalism (Approved by the House of Delegates January 17, 2025)Andrew L. OringerBest Practices in Legal Practice, Practical Law The JournalAndrew L. OringerRequest for Public Comment on the Proposed Amendment of Attorney Civility Standards (June 27, 2019)Andrew L. OringerNavigating Murky Waters: Ethics for the ERISA Lawyer (May 2018)Andrew L. OringerERISA 2026: The Evolving World—Legal Ethics for Outside and In-House ERISA Practitioners & Current Issues (PowerPoint slides)Andrew L. Oringer,William E. III,William E. Ryan IIIPresentation MaterialEthical Issues for ERISA Practitioners in 2026 - Understanding Current Internal and External Counsel IssuesAndrew L. Oringer, William E. Ryan III Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475897 475897 25 G3204 1:34:12 https://www.pli.edu/programs/erisa/475896?tCode=WTC5_RSS01 Practice skills (Employee benefits) Ethical issues (Ethics and professional responsibility) In-house counsel (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkEthical Issues for ERISA Practitioners in 2026 - Understanding Current Internal and External Counsel Issues [01:34:11]This panel will discuss professional responsibility obligations for in-house and outside ERISA counsel. After attending this session, attendees will be able to:Understand the issues relating to and implications of accurate identification of who the client is in the context of ERISA and Executive CompensationGain a better understanding of loyalty, confidentiality and privilegeReceive an update on developments regarding the representation of “disliked” clients and the obligations that internal and external counsel may face to avoid being compromised in their ethical obligationsExplore aspirational aspects of the practice beyond what’s technically requiredSpeakers: Andrew L. Oringer, William E. Ryan III The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Robert Kantowitz and Andrew L. Oringer, New York State Bar Association, NYSBA Report Looks at Challenges for Lawyers Who Want to Serve in Public Office (Spring 2025)Andrew L. OringerNew York State Bar Association, Report and Recommendations of the New York State Bar Association, Committee on Attorney Professionalism (Approved by the House of Delegates January 17, 2025)Andrew L. OringerBest Practices in Legal Practice, Practical Law The JournalAndrew L. OringerRequest for Public Comment on the Proposed Amendment of Attorney Civility Standards (June 27, 2019)Andrew L. OringerNavigating Murky Waters: Ethics for the ERISA Lawyer (May 2018)Andrew L. OringerERISA 2026: The Evolving World—Legal Ethics for Outside and In-House ERISA Practitioners & Current Issues (PowerPoint slides)Andrew L. Oringer,William E. III,William E. Ryan IIIPresentation MaterialEthical Issues for ERISA Practitioners in 2026 - Understanding Current Internal and External Counsel IssuesAndrew L. Oringer, William E. Ryan III Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475896 475896 98 G3204 1:34:53 https://www.pli.edu/programs/erisa/475895?tCode=WTC5_RSS01 Practice skills (Employee benefits) Ethical issues (Ethics and professional responsibility) In-house counsel (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkEthical Issues for ERISA Practitioners in 2026 - Understanding Current Internal and External Counsel Issues [01:34:11]This panel will discuss professional responsibility obligations for in-house and outside ERISA counsel. After attending this session, attendees will be able to:Understand the issues relating to and implications of accurate identification of who the client is in the context of ERISA and Executive CompensationGain a better understanding of loyalty, confidentiality and privilegeReceive an update on developments regarding the representation of “disliked” clients and the obligations that internal and external counsel may face to avoid being compromised in their ethical obligationsExplore aspirational aspects of the practice beyond what’s technically requiredSpeakers: Andrew L. Oringer, William E. Ryan III The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Robert Kantowitz and Andrew L. Oringer, New York State Bar Association, NYSBA Report Looks at Challenges for Lawyers Who Want to Serve in Public Office (Spring 2025)Andrew L. OringerNew York State Bar Association, Report and Recommendations of the New York State Bar Association, Committee on Attorney Professionalism (Approved by the House of Delegates January 17, 2025)Andrew L. OringerBest Practices in Legal Practice, Practical Law The JournalAndrew L. OringerRequest for Public Comment on the Proposed Amendment of Attorney Civility Standards (June 27, 2019)Andrew L. OringerNavigating Murky Waters: Ethics for the ERISA Lawyer (May 2018)Andrew L. OringerERISA 2026: The Evolving World—Legal Ethics for Outside and In-House ERISA Practitioners & Current Issues (PowerPoint slides)Andrew L. Oringer,William E. III,William E. Ryan IIIPresentation MaterialEthical Issues for ERISA Practitioners in 2026 - Understanding Current Internal and External Counsel IssuesAndrew L. Oringer, William E. Ryan III Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475895 475895 163 G3204 1:34:53 https://www.pli.edu/programs/erisa/475911?tCode=WTC5_RSS01 Assets (Employee benefit plans) Regulation, compliance, and enforcement (Employee benefits) Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkEvolving Trends in Asset Management in 2026 [00:01:30]This panel will address evolving trends in investment products and the latest regulations and exemptions affecting the asset management industry. After attending this panel, participants will be able to better understand:The impact of the Labor Department’s proposed investment duties rule on the inclusion of alternative investments in defined contribution plansThe latest exemption initiatives affecting the asset management industryThe consequences of the vacatur of the investment advice regulationModerator: Erin K. ChoSpeakers: Brian Neulander, Matthew S. White, Suzzanne Yao, Kristina ZanottiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Maureen J. Gorman, Mayer Brown, Lifetime Income Products: Key Takeaways from the Department of Labor’s Advisory Opinion (November 25, 2025)Erin K. ChoErin K. Cho, et al., Mayer Brown, President Trump Signs Executive Order Seeking to Expand Availability of Alternative Assets in 401(k) Plans (August 12, 2025)Erin K. ChoMark C. Dempsey, et al., Mayer Brown, Crafting Credit Facilities for Defined Contribution Plans (July 8, 2025)Erin K. ChoMaureen J. Gorman, Mayer Brown, United States: The Long Read—Lifetime Income Products in CITs on the Rise (March 21, 2024)Erin K. ChoPresentation MaterialEvolving Trends in Asset Management in 2026Erin K. Cho, Brian Neulander, Matthew S. White, Suzzanne Yao, Kristina M. Zanotti Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475911 475911 98 G3204 1:31:48 https://www.pli.edu/programs/erisa/475910?tCode=WTC5_RSS01 Assets (Employee benefit plans) Regulation, compliance, and enforcement (Employee benefits) Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkEvolving Trends in Asset Management in 2026 [00:01:30]This panel will address evolving trends in investment products and the latest regulations and exemptions affecting the asset management industry. After attending this panel, participants will be able to better understand:The impact of the Labor Department’s proposed investment duties rule on the inclusion of alternative investments in defined contribution plansThe latest exemption initiatives affecting the asset management industryThe consequences of the vacatur of the investment advice regulationModerator: Erin K. ChoSpeakers: Brian Neulander, Matthew S. White, Suzzanne Yao, Kristina ZanottiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Maureen J. Gorman, Mayer Brown, Lifetime Income Products: Key Takeaways from the Department of Labor’s Advisory Opinion (November 25, 2025)Erin K. ChoErin K. Cho, et al., Mayer Brown, President Trump Signs Executive Order Seeking to Expand Availability of Alternative Assets in 401(k) Plans (August 12, 2025)Erin K. ChoMark C. Dempsey, et al., Mayer Brown, Crafting Credit Facilities for Defined Contribution Plans (July 8, 2025)Erin K. ChoMaureen J. Gorman, Mayer Brown, United States: The Long Read—Lifetime Income Products in CITs on the Rise (March 21, 2024)Erin K. ChoPresentation MaterialEvolving Trends in Asset Management in 2026Erin K. Cho, Brian Neulander, Matthew S. White, Suzzanne Yao, Kristina M. Zanotti Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475910 475910 163 G3204 1:31:48 https://www.pli.edu/programs/erisa/475912?tCode=WTC5_RSS01 Assets (Employee benefit plans) Regulation, compliance, and enforcement (Employee benefits) Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkEvolving Trends in Asset Management in 2026 [00:01:30]This panel will address evolving trends in investment products and the latest regulations and exemptions affecting the asset management industry. After attending this panel, participants will be able to better understand:The impact of the Labor Department’s proposed investment duties rule on the inclusion of alternative investments in defined contribution plansThe latest exemption initiatives affecting the asset management industryThe consequences of the vacatur of the investment advice regulationModerator: Erin K. ChoSpeakers: Brian Neulander, Matthew S. White, Suzzanne Yao, Kristina ZanottiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Maureen J. Gorman, Mayer Brown, Lifetime Income Products: Key Takeaways from the Department of Labor’s Advisory Opinion (November 25, 2025)Erin K. ChoErin K. Cho, et al., Mayer Brown, President Trump Signs Executive Order Seeking to Expand Availability of Alternative Assets in 401(k) Plans (August 12, 2025)Erin K. ChoMark C. Dempsey, et al., Mayer Brown, Crafting Credit Facilities for Defined Contribution Plans (July 8, 2025)Erin K. ChoMaureen J. Gorman, Mayer Brown, United States: The Long Read—Lifetime Income Products in CITs on the Rise (March 21, 2024)Erin K. ChoPresentation MaterialEvolving Trends in Asset Management in 2026Erin K. Cho, Brian Neulander, Matthew S. White, Suzzanne Yao, Kristina M. Zanotti Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475912 475912 25 G3204 1:31:07 https://www.pli.edu/programs/erisa/475913?tCode=WTC5_RSS01 Coverage requirements (Employee benefits) Employer securities Practice skills (Employee benefits) Regulation, compliance, and enforcement (Employee benefits) Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkDepartment of Labor: Regulatory and Enforcement Priorities [00:01:00]This panel will provide an overview and discussion of the Labor Department’s priorities under the new administration. After completing this session, participants will:Obtain a better understanding of the Labor Department's regulatory prioritiesHear about the Labor Department's enforcement prioritiesLearn about what is next on the Labor Department's agendaSpeaker: Lisa J. Bleier, Chantel SheaksThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Richard E. Nowak and Erin K. Cho, Mayer Brown, Mayer Brown Submits Comment Letter on DOL Proposed Investment Selection Rule on Behalf of Coalition of Investment Managers and Investment Advisers (June 3, 2026)Erin K. ChoErin K. Cho, et al., Mayer Brown, U.S. Department of Labor Issues Groundbreaking Proposed Rule on Prudence Considerations for 401(k) Plan Investments (April 2, 2026)Erin K. ChoHillary E. August, et al., Mayer Brown, United States: Benefits—2025 Highlights and 2026 Outlook (Q4 2025)Erin K. ChoGabrielle Levin, Andrew S. Rosenman and Ruth Zadikany, Mayer Brown, United States: Employment—2025 Highlights and 2026 Outlook (Q4 2025)Erin K. ChoMorgan Bailey, Maximillian L. Del Rey and Grace Shie, Mayer Brown, United States: Mobility—2025 Highlights and 2026 Outlook (Q4 2025)Erin K. ChoErin K. Cho, et al., Mayer Brown, U.S. Department of Labor Issues Groundbreaking Proposed Rule on Prudence Considerations for 401(k) Plan Investments (April 2, 2026)Richard E. NowakPresentation MaterialDepartment of Labor: Regulatory and Enforcement Priorities HandoutLisa J. Bleier, Chantel SheaksDepartment of Labor: Regulatory and Enforcement PrioritiesLisa J. Bleier, Chantel Sheaks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475913 475913 163 G3204 1:02:04 https://www.pli.edu/programs/erisa/475914?tCode=WTC5_RSS01 Coverage requirements (Employee benefits) Employer securities Practice skills (Employee benefits) Regulation, compliance, and enforcement (Employee benefits) Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkDepartment of Labor: Regulatory and Enforcement Priorities [00:01:00]This panel will provide an overview and discussion of the Labor Department’s priorities under the new administration. After completing this session, participants will:Obtain a better understanding of the Labor Department's regulatory prioritiesHear about the Labor Department's enforcement prioritiesLearn about what is next on the Labor Department's agendaSpeaker: Lisa J. Bleier, Chantel SheaksThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Richard E. Nowak and Erin K. Cho, Mayer Brown, Mayer Brown Submits Comment Letter on DOL Proposed Investment Selection Rule on Behalf of Coalition of Investment Managers and Investment Advisers (June 3, 2026)Erin K. ChoErin K. Cho, et al., Mayer Brown, U.S. Department of Labor Issues Groundbreaking Proposed Rule on Prudence Considerations for 401(k) Plan Investments (April 2, 2026)Erin K. ChoHillary E. August, et al., Mayer Brown, United States: Benefits—2025 Highlights and 2026 Outlook (Q4 2025)Erin K. ChoGabrielle Levin, Andrew S. Rosenman and Ruth Zadikany, Mayer Brown, United States: Employment—2025 Highlights and 2026 Outlook (Q4 2025)Erin K. ChoMorgan Bailey, Maximillian L. Del Rey and Grace Shie, Mayer Brown, United States: Mobility—2025 Highlights and 2026 Outlook (Q4 2025)Erin K. ChoErin K. Cho, et al., Mayer Brown, U.S. Department of Labor Issues Groundbreaking Proposed Rule on Prudence Considerations for 401(k) Plan Investments (April 2, 2026)Richard E. NowakPresentation MaterialDepartment of Labor: Regulatory and Enforcement Priorities HandoutLisa J. Bleier, Chantel SheaksDepartment of Labor: Regulatory and Enforcement PrioritiesLisa J. Bleier, Chantel Sheaks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475914 475914 98 G3204 1:02:04 https://www.pli.edu/programs/erisa/475915?tCode=WTC5_RSS01 Coverage requirements (Employee benefits) Employer securities Practice skills (Employee benefits) Regulation, compliance, and enforcement (Employee benefits) Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkDepartment of Labor: Regulatory and Enforcement Priorities [00:01:00]This panel will provide an overview and discussion of the Labor Department’s priorities under the new administration. After completing this session, participants will:Obtain a better understanding of the Labor Department's regulatory prioritiesHear about the Labor Department's enforcement prioritiesLearn about what is next on the Labor Department's agendaSpeaker: Lisa J. Bleier, Chantel SheaksThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Richard E. Nowak and Erin K. Cho, Mayer Brown, Mayer Brown Submits Comment Letter on DOL Proposed Investment Selection Rule on Behalf of Coalition of Investment Managers and Investment Advisers (June 3, 2026)Erin K. ChoErin K. Cho, et al., Mayer Brown, U.S. Department of Labor Issues Groundbreaking Proposed Rule on Prudence Considerations for 401(k) Plan Investments (April 2, 2026)Erin K. ChoHillary E. August, et al., Mayer Brown, United States: Benefits—2025 Highlights and 2026 Outlook (Q4 2025)Erin K. ChoGabrielle Levin, Andrew S. Rosenman and Ruth Zadikany, Mayer Brown, United States: Employment—2025 Highlights and 2026 Outlook (Q4 2025)Erin K. ChoMorgan Bailey, Maximillian L. Del Rey and Grace Shie, Mayer Brown, United States: Mobility—2025 Highlights and 2026 Outlook (Q4 2025)Erin K. ChoErin K. Cho, et al., Mayer Brown, U.S. Department of Labor Issues Groundbreaking Proposed Rule on Prudence Considerations for 401(k) Plan Investments (April 2, 2026)Richard E. NowakPresentation MaterialDepartment of Labor: Regulatory and Enforcement Priorities HandoutLisa J. Bleier, Chantel SheaksDepartment of Labor: Regulatory and Enforcement PrioritiesLisa J. Bleier, Chantel Sheaks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475915 475915 25 G3204 1:01:23 https://www.pli.edu/programs/erisa/475904?tCode=WTC5_RSS01 Employee benefits Employee benefit plans Prohibited transactions (Employee benefits) Class actions Employee benefits litigation Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkERISA Litigation 2026 Update [00:01:30]This panel will cover the latest developments and key issues in ERISA retirement plan class action litigation. After completing this session, participants will have a broader understanding of the perspectives of plaintiffs, plan sponsors, and the benefits industry with respect to ERISA litigation, including:Hear about recent trends in ERISA excessive fee litigationUnderstand prohibited transaction claims post-Cunningham v. Cornell UniversityReview the challenges to retirement plan investments, including target-date funds, stable value funds, and alternative investments, and the "meaningful benchmark" standardReceive updates re lawsuits challenging the allocation of retirement plan forfeituresHear the latest trends in defined benefit plan litigation, including challenges to pension risk transfersUnderstand the ongoing efforts to curb ERISA class action lawsuitsSpeakers: Alison V. Douglass, Jennifer Lee, Richard E. Nowak The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Erin K. Cho, et al., Mayer Brown, U.S. Department of Labor Issues Groundbreaking Proposed Rule on Prudence Considerations for 401(k) Plan Investments (April 2, 2026)Erin K. ChoGoodwin Procter LLP, ERISA Litigation Updates (July 2025–April 2026)Alison V. DouglassPeeler v. Bayada Home Health Care, Inc., 2026 WL 208630 (W.D.N.C. Jan. 27, 2026)Jennifer LeeDalton v. Freeman, 2025 WL 3771345 (E.D. Cal. Dec. 31, 2025)Jennifer LeeDyer IV v. Green, 2025 WL 4056746 (D. Mass. Nov. 26, 2025)Jennifer LeeTaylor v. BDO USA, P.C., 2025 WL 2420941 (D. Mass. Aug. 21, 2025)Jennifer LeeNykiel v. Smith & Nephew, Inc., 2025 WL 2347549 (D. Mass. July 11, 2025)Jennifer LeeMichael R. Menssen, et al., Mayer Brown, Prohibited Transaction Claims After Cunningham v. Cornell: Have District Courts Responded to the Supreme Court’s Suggestions? (June 1, 2026)Richard E. NowakRichard E. Nowak, et al., Mayer Brown, DOL Issues New Guidance Targeting Retirement Plan Proxy Voting and Proxy Advisory Services (April 21, 2026)Richard E. NowakErin K. Cho, et al., Mayer Brown, U.S. Department of Labor Issues Groundbreaking Proposed Rule on Prudence Considerations for 401(k) Plan Investments (April 2, 2026)Richard E. NowakMayer Brown, Fifth Circuit Is the Latest Federal Appellate Court to Find ERISA Plan Arbitration Clause Unenforceable (February 12, 2026)Richard E. NowakRichard E. Nowak and Brantley Webb, Mayer Brown, Key Issues to Watch in ERISA Defined Contribution Plan Class Action Litigation in 2026 (January 12, 2026)Richard E. NowakPresentation MaterialERISA Litigation 2026 UpdateAlison V. Douglass, Jennifer Lee, Richard E. Nowak Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475904 475904 163 G3204 1:31:29 https://www.pli.edu/programs/erisa/475905?tCode=WTC5_RSS01 Employee benefits Employee benefit plans Prohibited transactions (Employee benefits) Class actions Employee benefits litigation Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkERISA Litigation 2026 Update [00:01:30]This panel will cover the latest developments and key issues in ERISA retirement plan class action litigation. After completing this session, participants will have a broader understanding of the perspectives of plaintiffs, plan sponsors, and the benefits industry with respect to ERISA litigation, including:Hear about recent trends in ERISA excessive fee litigationUnderstand prohibited transaction claims post-Cunningham v. Cornell UniversityReview the challenges to retirement plan investments, including target-date funds, stable value funds, and alternative investments, and the "meaningful benchmark" standardReceive updates re lawsuits challenging the allocation of retirement plan forfeituresHear the latest trends in defined benefit plan litigation, including challenges to pension risk transfersUnderstand the ongoing efforts to curb ERISA class action lawsuitsSpeakers: Alison V. Douglass, Jennifer Lee, Richard E. Nowak The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Erin K. Cho, et al., Mayer Brown, U.S. Department of Labor Issues Groundbreaking Proposed Rule on Prudence Considerations for 401(k) Plan Investments (April 2, 2026)Erin K. ChoGoodwin Procter LLP, ERISA Litigation Updates (July 2025–April 2026)Alison V. DouglassPeeler v. Bayada Home Health Care, Inc., 2026 WL 208630 (W.D.N.C. Jan. 27, 2026)Jennifer LeeDalton v. Freeman, 2025 WL 3771345 (E.D. Cal. Dec. 31, 2025)Jennifer LeeDyer IV v. Green, 2025 WL 4056746 (D. Mass. Nov. 26, 2025)Jennifer LeeTaylor v. BDO USA, P.C., 2025 WL 2420941 (D. Mass. Aug. 21, 2025)Jennifer LeeNykiel v. Smith & Nephew, Inc., 2025 WL 2347549 (D. Mass. July 11, 2025)Jennifer LeeMichael R. Menssen, et al., Mayer Brown, Prohibited Transaction Claims After Cunningham v. Cornell: Have District Courts Responded to the Supreme Court’s Suggestions? (June 1, 2026)Richard E. NowakRichard E. Nowak, et al., Mayer Brown, DOL Issues New Guidance Targeting Retirement Plan Proxy Voting and Proxy Advisory Services (April 21, 2026)Richard E. NowakErin K. Cho, et al., Mayer Brown, U.S. Department of Labor Issues Groundbreaking Proposed Rule on Prudence Considerations for 401(k) Plan Investments (April 2, 2026)Richard E. NowakMayer Brown, Fifth Circuit Is the Latest Federal Appellate Court to Find ERISA Plan Arbitration Clause Unenforceable (February 12, 2026)Richard E. NowakRichard E. Nowak and Brantley Webb, Mayer Brown, Key Issues to Watch in ERISA Defined Contribution Plan Class Action Litigation in 2026 (January 12, 2026)Richard E. NowakPresentation MaterialERISA Litigation 2026 UpdateAlison V. Douglass, Jennifer Lee, Richard E. Nowak Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475905 475905 98 G3204 1:31:29 https://www.pli.edu/programs/erisa/475906?tCode=WTC5_RSS01 Employee benefits Employee benefit plans Prohibited transactions (Employee benefits) Class actions Employee benefits litigation Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkERISA Litigation 2026 Update [00:01:30]This panel will cover the latest developments and key issues in ERISA retirement plan class action litigation. After completing this session, participants will have a broader understanding of the perspectives of plaintiffs, plan sponsors, and the benefits industry with respect to ERISA litigation, including:Hear about recent trends in ERISA excessive fee litigationUnderstand prohibited transaction claims post-Cunningham v. Cornell UniversityReview the challenges to retirement plan investments, including target-date funds, stable value funds, and alternative investments, and the "meaningful benchmark" standardReceive updates re lawsuits challenging the allocation of retirement plan forfeituresHear the latest trends in defined benefit plan litigation, including challenges to pension risk transfersUnderstand the ongoing efforts to curb ERISA class action lawsuitsSpeakers: Alison V. Douglass, Jennifer Lee, Richard E. Nowak The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Erin K. Cho, et al., Mayer Brown, U.S. Department of Labor Issues Groundbreaking Proposed Rule on Prudence Considerations for 401(k) Plan Investments (April 2, 2026)Erin K. ChoGoodwin Procter LLP, ERISA Litigation Updates (July 2025–April 2026)Alison V. DouglassPeeler v. Bayada Home Health Care, Inc., 2026 WL 208630 (W.D.N.C. Jan. 27, 2026)Jennifer LeeDalton v. Freeman, 2025 WL 3771345 (E.D. Cal. Dec. 31, 2025)Jennifer LeeDyer IV v. Green, 2025 WL 4056746 (D. Mass. Nov. 26, 2025)Jennifer LeeTaylor v. BDO USA, P.C., 2025 WL 2420941 (D. Mass. Aug. 21, 2025)Jennifer LeeNykiel v. Smith & Nephew, Inc., 2025 WL 2347549 (D. Mass. July 11, 2025)Jennifer LeeMichael R. Menssen, et al., Mayer Brown, Prohibited Transaction Claims After Cunningham v. Cornell: Have District Courts Responded to the Supreme Court’s Suggestions? (June 1, 2026)Richard E. NowakRichard E. Nowak, et al., Mayer Brown, DOL Issues New Guidance Targeting Retirement Plan Proxy Voting and Proxy Advisory Services (April 21, 2026)Richard E. NowakErin K. Cho, et al., Mayer Brown, U.S. Department of Labor Issues Groundbreaking Proposed Rule on Prudence Considerations for 401(k) Plan Investments (April 2, 2026)Richard E. NowakMayer Brown, Fifth Circuit Is the Latest Federal Appellate Court to Find ERISA Plan Arbitration Clause Unenforceable (February 12, 2026)Richard E. NowakRichard E. Nowak and Brantley Webb, Mayer Brown, Key Issues to Watch in ERISA Defined Contribution Plan Class Action Litigation in 2026 (January 12, 2026)Richard E. NowakPresentation MaterialERISA Litigation 2026 UpdateAlison V. Douglass, Jennifer Lee, Richard E. Nowak Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475906 475906 25 G3204 1:30:47 https://www.pli.edu/programs/erisa/475900?tCode=WTC5_RSS01 Special committees (Corporate governance) Practice skills (Employee benefits) Regulation, compliance, and enforcement (Employee benefits) Fiduciary responsibility rules (Employee benefits) Employee benefits litigation Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkSkills Workshop: ERISA Fiduciary Governance [01:31:05]The Labor Department’s proposed regulation on fiduciary duties for the selection of designated investment alternatives for 401(k) plans, new guidance on the role of proxy advisors and ever-evolving ERISA fiduciary litigation landscape may require ERISA fiduciaries to review and revise their fiduciary governance practices. After attending this panel, attendees will be able to:Understand the impact of recent regulations and case law on fiduciary governance practicesApply best governance practices with respect to the selection of designated investment alternativesAvoid drafting pitfalls in committee charters, minutes and investment policy statementsSpeakers: Sarah N. Lowe, David Pickle, Nguyen N. TrinhThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Richard E. Nowak, et al., Mayer Brown, DOL Issues New Guidance Targeting Retirement Plan Proxy Voting and Proxy Advisory Services (April 21, 2026)Richard E. NowakPresentation MaterialSkills Workshop: ERISA Fiduciary GovernanceSarah N. Lowe, David Pickle, Nguyen N. TrinhSkills Workshop: ERISA Fiduciary GovernanceSarah N. Lowe, David Pickle, Nguyen N. Trinh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475900 475900 25 G3204 1:31:05 https://www.pli.edu/programs/erisa/475898?tCode=WTC5_RSS01 Special committees (Corporate governance) Practice skills (Employee benefits) Regulation, compliance, and enforcement (Employee benefits) Fiduciary responsibility rules (Employee benefits) Employee benefits litigation Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkSkills Workshop: ERISA Fiduciary Governance [01:31:05]The Labor Department’s proposed regulation on fiduciary duties for the selection of designated investment alternatives for 401(k) plans, new guidance on the role of proxy advisors and ever-evolving ERISA fiduciary litigation landscape may require ERISA fiduciaries to review and revise their fiduciary governance practices. After attending this panel, attendees will be able to:Understand the impact of recent regulations and case law on fiduciary governance practicesApply best governance practices with respect to the selection of designated investment alternativesAvoid drafting pitfalls in committee charters, minutes and investment policy statementsSpeakers: Sarah N. Lowe, David Pickle, Nguyen N. TrinhThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Richard E. Nowak, et al., Mayer Brown, DOL Issues New Guidance Targeting Retirement Plan Proxy Voting and Proxy Advisory Services (April 21, 2026)Richard E. NowakPresentation MaterialSkills Workshop: ERISA Fiduciary GovernanceSarah N. Lowe, David Pickle, Nguyen N. TrinhSkills Workshop: ERISA Fiduciary GovernanceSarah N. Lowe, David Pickle, Nguyen N. Trinh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475898 475898 163 G3204 1:31:47 https://www.pli.edu/programs/erisa/475899?tCode=WTC5_RSS01 Special committees (Corporate governance) Practice skills (Employee benefits) Regulation, compliance, and enforcement (Employee benefits) Fiduciary responsibility rules (Employee benefits) Employee benefits litigation Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkSkills Workshop: ERISA Fiduciary Governance [01:31:05]The Labor Department’s proposed regulation on fiduciary duties for the selection of designated investment alternatives for 401(k) plans, new guidance on the role of proxy advisors and ever-evolving ERISA fiduciary litigation landscape may require ERISA fiduciaries to review and revise their fiduciary governance practices. After attending this panel, attendees will be able to:Understand the impact of recent regulations and case law on fiduciary governance practicesApply best governance practices with respect to the selection of designated investment alternativesAvoid drafting pitfalls in committee charters, minutes and investment policy statementsSpeakers: Sarah N. Lowe, David Pickle, Nguyen N. TrinhThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Richard E. Nowak, et al., Mayer Brown, DOL Issues New Guidance Targeting Retirement Plan Proxy Voting and Proxy Advisory Services (April 21, 2026)Richard E. NowakPresentation MaterialSkills Workshop: ERISA Fiduciary GovernanceSarah N. Lowe, David Pickle, Nguyen N. TrinhSkills Workshop: ERISA Fiduciary GovernanceSarah N. Lowe, David Pickle, Nguyen N. Trinh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475899 475899 98 G3204 1:31:47 https://www.pli.edu/programs/erisa/475909?tCode=WTC5_RSS01 Executive compensation Practice skills (Employee benefits) Regulation, compliance, and enforcement (Employee benefits) Fiduciary responsibility rules (Employee benefits) Retirement benefits Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkHealth and Welfare Issues in 2026 [01:00:31]This panel will cover the latest issues and challenges related to health and welfare plans. After attending this panel, participants will be able to:Evaluate the extent to which new disclosure and transparency requirements will impact fiduciaries of health plansGain a better understanding of the health & welfare benefit litigation landscapeConsider how the priorities of the current Administration may affect employee coverageSpeakers: Kelsey Karls, Christine L. Keller, Norma Drelich Mero The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Voluntary Employee Benefit LawsuitsKelsey KarlsClass Action Complaint, Brewer v. CHS/Community Health Systems, Inc., Civil Action No. 1:25-cv-15578 (N.D. Ill. 2026)Kelsey KarlsDefendant CHS/Community Health Systems, Inc.’s Memorandum in Support of Motion to Dismiss Plaintiffs’ First Amended Complaint, Brewer v. CHS/Community Health Systems, Inc., Civil Action No. 25-cv-15578 (N.D. Ill. 2026)Kelsey KarlsGallagher’s Memorandum in Support of Its Motion to Dismiss Plaintiffs’ First Amended Complaint Pursuant to Rules 12(b)(1) and 12(b)(6), Brewer v. CHS/Community Health Systems, Inc., Civil Action No. 25-cv-15578 (N.D. Ill. 2026)Kelsey KarlsClass Action Complaint, Braham v. Laboratory Corporation of America Holdings, Civil Action No. 25-cv-15583 (N.D. Ill. 2025)Kelsey KarlsClass Action Complaint, Pimm v. United Airlines, Inc., Civil Action No. 1:25-cv-15581 (N.D. Ill. 2026)Kelsey KarlsDefendant United Airlines, Inc.’s Memorandum of Law in Support of Motion to Dismiss Plaintiffs’ Amended Complaint, Pimm v. United Airlines, Inc., Civil Action No. 1:25-cv-15581 (N.D. Ill. 2026)Kelsey KarlsMercer Health & Benefits Administration, LLC’s Memorandum in Support of Its Opposed Motion to Dismiss Plaintiffs’ Amended Class Action Complaint, Pimm v. United Airlines, Inc., Civil Action No. 1:25-cv-15581 (N.D. Ill. 2026)Kelsey KarlsClass Action Complaint, Fellows v. Universal Services of America, LP, Civil Action No. 1:25-cv-10659 (S.D.N.Y. 2026)Kelsey KarlsClass Action Complaint, Haller v. Banner Health, Civil Action No. 2:26-cv-03114-ROS (D. Ariz. 2026)Kelsey KarlsDaniel Cohen, Kathryn Panish and Kara Petteway Wheatley, Groom Law Group, Publications, What’s Next in Health Plan Fee Litigation? Stern, Navarro II, and Lewandowski II (June 3, 2026)Christine L. KellerKathryn Bjornstad Amin, Christine Keller and Savannah D. Myers, Groom Law Group, Publications, Happy Mother’s Day from the Departments! (May 11, 2026)Christine L. KellerKara Petteway Wheatley, Daniel Cohen and Richard Smith, Jr., Groom Law Group, Groom: In Brief, Employer Scores Another Tobacco Premium Surcharge Win (March 24, 2026)Christine L. KellerElizabeth Thomas Dold, Groom Law Group, Groom: In Brief, Trump Accounts Get First Round of Proposed Regulations (March 9, 2026)Christine L. KellerShanna Cramer, Tamara Killion and Amber Rivers, Groom Law Group, Publications, The Ghost in the Machine (Readable Files): Proposed Transparency in Coverage Amendments Attempt to Shed Additional Light on Health Plan Data (February 18, 2026)Christine L. KellerGroom Law Group, Publications, High-Level Comparison of the Department of Labor’s PBM Fee Disclosure Proposed Rule and the PBM Disclosure and Rebate Provisions in CAA, 2026 (February 17, 2026)Christine L. KellerPresentation MaterialHealth and Welfare Issues in 2026Kelsey Karls, Christine L. Keller, Norma Drelich Mero Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475909 475909 25 G3204 1:00:32 https://www.pli.edu/programs/erisa/475907?tCode=WTC5_RSS01 Executive compensation Practice skills (Employee benefits) Regulation, compliance, and enforcement (Employee benefits) Fiduciary responsibility rules (Employee benefits) Retirement benefits Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkHealth and Welfare Issues in 2026 [01:00:31]This panel will cover the latest issues and challenges related to health and welfare plans. After attending this panel, participants will be able to:Evaluate the extent to which new disclosure and transparency requirements will impact fiduciaries of health plansGain a better understanding of the health & welfare benefit litigation landscapeConsider how the priorities of the current Administration may affect employee coverageSpeakers: Kelsey Karls, Christine L. Keller, Norma Drelich Mero The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Voluntary Employee Benefit LawsuitsKelsey KarlsClass Action Complaint, Brewer v. CHS/Community Health Systems, Inc., Civil Action No. 1:25-cv-15578 (N.D. Ill. 2026)Kelsey KarlsDefendant CHS/Community Health Systems, Inc.’s Memorandum in Support of Motion to Dismiss Plaintiffs’ First Amended Complaint, Brewer v. CHS/Community Health Systems, Inc., Civil Action No. 25-cv-15578 (N.D. Ill. 2026)Kelsey KarlsGallagher’s Memorandum in Support of Its Motion to Dismiss Plaintiffs’ First Amended Complaint Pursuant to Rules 12(b)(1) and 12(b)(6), Brewer v. CHS/Community Health Systems, Inc., Civil Action No. 25-cv-15578 (N.D. Ill. 2026)Kelsey KarlsClass Action Complaint, Braham v. Laboratory Corporation of America Holdings, Civil Action No. 25-cv-15583 (N.D. Ill. 2025)Kelsey KarlsClass Action Complaint, Pimm v. United Airlines, Inc., Civil Action No. 1:25-cv-15581 (N.D. Ill. 2026)Kelsey KarlsDefendant United Airlines, Inc.’s Memorandum of Law in Support of Motion to Dismiss Plaintiffs’ Amended Complaint, Pimm v. United Airlines, Inc., Civil Action No. 1:25-cv-15581 (N.D. Ill. 2026)Kelsey KarlsMercer Health & Benefits Administration, LLC’s Memorandum in Support of Its Opposed Motion to Dismiss Plaintiffs’ Amended Class Action Complaint, Pimm v. United Airlines, Inc., Civil Action No. 1:25-cv-15581 (N.D. Ill. 2026)Kelsey KarlsClass Action Complaint, Fellows v. Universal Services of America, LP, Civil Action No. 1:25-cv-10659 (S.D.N.Y. 2026)Kelsey KarlsClass Action Complaint, Haller v. Banner Health, Civil Action No. 2:26-cv-03114-ROS (D. Ariz. 2026)Kelsey KarlsDaniel Cohen, Kathryn Panish and Kara Petteway Wheatley, Groom Law Group, Publications, What’s Next in Health Plan Fee Litigation? Stern, Navarro II, and Lewandowski II (June 3, 2026)Christine L. KellerKathryn Bjornstad Amin, Christine Keller and Savannah D. Myers, Groom Law Group, Publications, Happy Mother’s Day from the Departments! (May 11, 2026)Christine L. KellerKara Petteway Wheatley, Daniel Cohen and Richard Smith, Jr., Groom Law Group, Groom: In Brief, Employer Scores Another Tobacco Premium Surcharge Win (March 24, 2026)Christine L. KellerElizabeth Thomas Dold, Groom Law Group, Groom: In Brief, Trump Accounts Get First Round of Proposed Regulations (March 9, 2026)Christine L. KellerShanna Cramer, Tamara Killion and Amber Rivers, Groom Law Group, Publications, The Ghost in the Machine (Readable Files): Proposed Transparency in Coverage Amendments Attempt to Shed Additional Light on Health Plan Data (February 18, 2026)Christine L. KellerGroom Law Group, Publications, High-Level Comparison of the Department of Labor’s PBM Fee Disclosure Proposed Rule and the PBM Disclosure and Rebate Provisions in CAA, 2026 (February 17, 2026)Christine L. KellerPresentation MaterialHealth and Welfare Issues in 2026Kelsey Karls, Christine L. Keller, Norma Drelich Mero Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475907 475907 163 G3204 1:01:13 https://www.pli.edu/programs/erisa/475908?tCode=WTC5_RSS01 Executive compensation Practice skills (Employee benefits) Regulation, compliance, and enforcement (Employee benefits) Fiduciary responsibility rules (Employee benefits) Retirement benefits Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkHealth and Welfare Issues in 2026 [01:00:31]This panel will cover the latest issues and challenges related to health and welfare plans. After attending this panel, participants will be able to:Evaluate the extent to which new disclosure and transparency requirements will impact fiduciaries of health plansGain a better understanding of the health & welfare benefit litigation landscapeConsider how the priorities of the current Administration may affect employee coverageSpeakers: Kelsey Karls, Christine L. Keller, Norma Drelich Mero The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Voluntary Employee Benefit LawsuitsKelsey KarlsClass Action Complaint, Brewer v. CHS/Community Health Systems, Inc., Civil Action No. 1:25-cv-15578 (N.D. Ill. 2026)Kelsey KarlsDefendant CHS/Community Health Systems, Inc.’s Memorandum in Support of Motion to Dismiss Plaintiffs’ First Amended Complaint, Brewer v. CHS/Community Health Systems, Inc., Civil Action No. 25-cv-15578 (N.D. Ill. 2026)Kelsey KarlsGallagher’s Memorandum in Support of Its Motion to Dismiss Plaintiffs’ First Amended Complaint Pursuant to Rules 12(b)(1) and 12(b)(6), Brewer v. CHS/Community Health Systems, Inc., Civil Action No. 25-cv-15578 (N.D. Ill. 2026)Kelsey KarlsClass Action Complaint, Braham v. Laboratory Corporation of America Holdings, Civil Action No. 25-cv-15583 (N.D. Ill. 2025)Kelsey KarlsClass Action Complaint, Pimm v. United Airlines, Inc., Civil Action No. 1:25-cv-15581 (N.D. Ill. 2026)Kelsey KarlsDefendant United Airlines, Inc.’s Memorandum of Law in Support of Motion to Dismiss Plaintiffs’ Amended Complaint, Pimm v. United Airlines, Inc., Civil Action No. 1:25-cv-15581 (N.D. Ill. 2026)Kelsey KarlsMercer Health & Benefits Administration, LLC’s Memorandum in Support of Its Opposed Motion to Dismiss Plaintiffs’ Amended Class Action Complaint, Pimm v. United Airlines, Inc., Civil Action No. 1:25-cv-15581 (N.D. Ill. 2026)Kelsey KarlsClass Action Complaint, Fellows v. Universal Services of America, LP, Civil Action No. 1:25-cv-10659 (S.D.N.Y. 2026)Kelsey KarlsClass Action Complaint, Haller v. Banner Health, Civil Action No. 2:26-cv-03114-ROS (D. Ariz. 2026)Kelsey KarlsDaniel Cohen, Kathryn Panish and Kara Petteway Wheatley, Groom Law Group, Publications, What’s Next in Health Plan Fee Litigation? Stern, Navarro II, and Lewandowski II (June 3, 2026)Christine L. KellerKathryn Bjornstad Amin, Christine Keller and Savannah D. Myers, Groom Law Group, Publications, Happy Mother’s Day from the Departments! (May 11, 2026)Christine L. KellerKara Petteway Wheatley, Daniel Cohen and Richard Smith, Jr., Groom Law Group, Groom: In Brief, Employer Scores Another Tobacco Premium Surcharge Win (March 24, 2026)Christine L. KellerElizabeth Thomas Dold, Groom Law Group, Groom: In Brief, Trump Accounts Get First Round of Proposed Regulations (March 9, 2026)Christine L. KellerShanna Cramer, Tamara Killion and Amber Rivers, Groom Law Group, Publications, The Ghost in the Machine (Readable Files): Proposed Transparency in Coverage Amendments Attempt to Shed Additional Light on Health Plan Data (February 18, 2026)Christine L. KellerGroom Law Group, Publications, High-Level Comparison of the Department of Labor’s PBM Fee Disclosure Proposed Rule and the PBM Disclosure and Rebate Provisions in CAA, 2026 (February 17, 2026)Christine L. KellerPresentation MaterialHealth and Welfare Issues in 2026Kelsey Karls, Christine L. Keller, Norma Drelich Mero Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475908 475908 98 G3204 1:01:13 https://www.pli.edu/programs/erisa/475901?tCode=WTC5_RSS01 Financial services Mergers and acquisitions Employee benefits Qualified plans (Employee benefit plans) Employer securities Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkERISA Issues Impacting Corporate Transactional Practices in 2026 [00:01:30]This panel will offer pointers and other practical guidance on ERISA issues that often arise in corporate transactions. Participants will:Understand the impact of acquisitions of different considerations for buyer and seller in connection with qualified plans (including defined benefit plans and defined contribution plans, including such plans that invest in employer securities) in a M&A transactionUnderstand the sometimes-complicated ERISA fiduciary issues that arise in transactions with plans (including treatment of company stock, the voting of proxies, and retention of plan service providers)Obtain an understanding of the issues that arise when financial service providers acquire asset managersSpeakers: Ian L. Levin, Alicia C. McCarthy, Franklin MitchellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:ERISA: The Transactional PracticeFranklin Mitchell,Ian L. Levin,Alicia C. McCarthyPresentation MaterialERISA Issues Impacting Corporate Transactional Practices in 2026Ian L. Levin, Alicia C. McCarthy, Franklin Mitchell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475901 475901 163 G3204 1:31:32 https://www.pli.edu/programs/erisa/475903?tCode=WTC5_RSS01 Financial services Mergers and acquisitions Employee benefits Qualified plans (Employee benefit plans) Employer securities Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkERISA Issues Impacting Corporate Transactional Practices in 2026 [00:01:30]This panel will offer pointers and other practical guidance on ERISA issues that often arise in corporate transactions. Participants will:Understand the impact of acquisitions of different considerations for buyer and seller in connection with qualified plans (including defined benefit plans and defined contribution plans, including such plans that invest in employer securities) in a M&A transactionUnderstand the sometimes-complicated ERISA fiduciary issues that arise in transactions with plans (including treatment of company stock, the voting of proxies, and retention of plan service providers)Obtain an understanding of the issues that arise when financial service providers acquire asset managersSpeakers: Ian L. Levin, Alicia C. McCarthy, Franklin MitchellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:ERISA: The Transactional PracticeFranklin Mitchell,Ian L. Levin,Alicia C. McCarthyPresentation MaterialERISA Issues Impacting Corporate Transactional Practices in 2026Ian L. Levin, Alicia C. McCarthy, Franklin Mitchell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475903 475903 25 G3204 1:30:50 https://www.pli.edu/programs/erisa/475902?tCode=WTC5_RSS01 Financial services Mergers and acquisitions Employee benefits Qualified plans (Employee benefit plans) Employer securities Taken from the Web Program Recorded August 3 - 4, 2026 in New YorkERISA Issues Impacting Corporate Transactional Practices in 2026 [00:01:30]This panel will offer pointers and other practical guidance on ERISA issues that often arise in corporate transactions. Participants will:Understand the impact of acquisitions of different considerations for buyer and seller in connection with qualified plans (including defined benefit plans and defined contribution plans, including such plans that invest in employer securities) in a M&A transactionUnderstand the sometimes-complicated ERISA fiduciary issues that arise in transactions with plans (including treatment of company stock, the voting of proxies, and retention of plan service providers)Obtain an understanding of the issues that arise when financial service providers acquire asset managersSpeakers: Ian L. Levin, Alicia C. McCarthy, Franklin MitchellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:ERISA: The Transactional PracticeFranklin Mitchell,Ian L. Levin,Alicia C. McCarthyPresentation MaterialERISA Issues Impacting Corporate Transactional Practices in 2026Ian L. Levin, Alicia C. McCarthy, Franklin Mitchell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475902 475902 98 G3204 1:31:32 https://www.pli.edu/programs/cybersecurity-and-ethics-for-the-civil-legal-services-and-public-interest-attorney/442949?tCode=WTC5_RSS01 Cybersecurity and data protection Ethics and professional responsibility Public interest law and pro bono This program will explore cybersecurity and ethical issues that can arise for legal services and public interest attorneys. Faculty will review key ethical duties including the duty of supervision, competence, and client confidentiality and how those obligations impact the attorney’s responsibility to safeguard against both external and internal cybersecurity threats.Faculty will also provide tips in navigating common issues in technology as a lawyer, including email, communications, the use of AI, and handling remote work given attorneys’ ethical obligations. Faculty will also discuss ways in which attorneys should counsel clients to safeguard their own information. Faculty will also discuss best practices for handling technology-facilitated abuse in intimate partner violence contexts as identifying these types of scenarios can illustrate some of the newest technology used for cyber and privacy invasion. Faculty will not recommend specific products or tools but rather will provide the framework for practitioners to assess whether the tools they adopt meet their ethical standards in an ever-evolving environment of risk and technological advancement. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442949 442949 32 G5125 2:37:38 https://www.pli.edu/programs/a-systems-based-approach-to-lawyer-well-being/458005?tCode=WTC5_RSS01 Professional development Attorney wellness This program represents the next evolution of traditional lawyer well-being and stress-management CLEs. This program offers attorneys tools to navigate their internal operating state under pressure, recognize predictable patterns of self-sabotage or burnout, and apply evidence-based techniques to regulate performance in real time. By integrating current data on lawyer mental health, a practical burnout spectrum, and multiple frameworks for identifying internal operating states, participants learn clear frameworks for sustaining high performance without sacrificing competence, judgment, or meaning in their work.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458005 458005 104 G5678 1:01:18 https://www.pli.edu/programs/a-systems-based-approach-to-lawyer-well-being/468250?tCode=WTC5_RSS01 Professional development Attorney wellness This program represents the next evolution of traditional lawyer well-being and stress-management CLEs. This program offers attorneys tools to navigate their internal operating state under pressure, recognize predictable patterns of self-sabotage or burnout, and apply evidence-based techniques to regulate performance in real time. By integrating current data on lawyer mental health, a practical burnout spectrum, and multiple frameworks for identifying internal operating states, participants learn clear frameworks for sustaining high performance without sacrificing competence, judgment, or meaning in their work.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468250 468250 163 G5678 1:02:00 https://www.pli.edu/programs/a-systems-based-approach-to-lawyer-well-being/468249?tCode=WTC5_RSS01 Professional development Attorney wellness This program represents the next evolution of traditional lawyer well-being and stress-management CLEs. This program offers attorneys tools to navigate their internal operating state under pressure, recognize predictable patterns of self-sabotage or burnout, and apply evidence-based techniques to regulate performance in real time. By integrating current data on lawyer mental health, a practical burnout spectrum, and multiple frameworks for identifying internal operating states, participants learn clear frameworks for sustaining high performance without sacrificing competence, judgment, or meaning in their work.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468249 468249 98 G5678 1:02:00 https://www.pli.edu/programs/the-dojs-data-security-program-post-compliance-enforcement-risks-for-life-sciences-companies/464982?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Regulation, compliance, and enforcement (Cybersecurity and data protection) Life sciences Regulation, compliance, and enforcement (Life sciences) The Department of Justice’s Data Security Program (DSP) is now in effect. Join this program for a practical overview and insights into challenges and considerations for life science companies potentially impacted by the DSP.  PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464982 464982 32 G5779 1:02:02 https://www.pli.edu/programs/banking-law-institute/442865?tCode=WTC5_RSS01 Banking and finance Financial services Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442865 442865 3 G3202 2026-12-02T22:45:00Z 8:47:55 New York NY USA https://www.pli.edu/programs/banking-law-institute/442866?tCode=WTC5_RSS01 Banking and finance Financial services Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442866 442866 13 G3202 2026-12-02T22:45:00Z 8:47:55 New York NY USA https://www.pli.edu/programs/fintech/444371?tCode=WTC5_RSS01 Banking and finance Fintech Securities and other financial products Technology Digital assets Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444371 444371 3 G3244 2026-12-02T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/fintech/444372?tCode=WTC5_RSS01 Banking and finance Fintech Securities and other financial products Technology Digital assets Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444372 444372 13 G3244 2026-12-02T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/ethics-and-conflicts-of-interest-in-law-practice/470827?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28, 2026 in New YorkEthics and Conflicts of Interest in Law Practice [00:02:00]This session will review real world conflicts of interest scenarios and provide practical advice on how to handle potential conflicts. After completing this session, participants will be able to:Review recent decisions and developments in conflicts of interest lawApply the New York Rules of Professional Conduct and analyze their relationship to the American Bar Association Model RulesIdentify a conflict using the Rules of Professional ConductDetermine whether a conflict may be waived and develop an effective waiver Understand best practices based upon ethics and disciplinary opinionsEllen L. Hayes, Christopher M. Farella, Debra K. Levy, Julie A. TurnerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Conflicts of Interest (2026)Ellen L. HayesSelected Conflicts of Interest CasesEllen L. HayesSelected Ethics OpinionsEllen L. HayesPresentation MaterialEthics and Conflicts of Interest in Law Practice 2026 PowerPointChristopher M. Farella, Ellen L. Hayes, Debra K. Levy, Julie A. Turner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470827 470827 163 G3178 2:03:25 https://www.pli.edu/programs/ethics-and-conflicts-of-interest-in-law-practice/470826?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28, 2026 in New YorkEthics and Conflicts of Interest in Law Practice [00:02:00]This session will review real world conflicts of interest scenarios and provide practical advice on how to handle potential conflicts. After completing this session, participants will be able to:Review recent decisions and developments in conflicts of interest lawApply the New York Rules of Professional Conduct and analyze their relationship to the American Bar Association Model RulesIdentify a conflict using the Rules of Professional ConductDetermine whether a conflict may be waived and develop an effective waiver Understand best practices based upon ethics and disciplinary opinionsEllen L. Hayes, Christopher M. Farella, Debra K. Levy, Julie A. TurnerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Conflicts of Interest (2026)Ellen L. HayesSelected Conflicts of Interest CasesEllen L. HayesSelected Ethics OpinionsEllen L. HayesPresentation MaterialEthics and Conflicts of Interest in Law Practice 2026 PowerPointChristopher M. Farella, Ellen L. Hayes, Debra K. Levy, Julie A. Turner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470826 470826 98 G3178 2:03:25 https://www.pli.edu/programs/ethics-and-conflicts-of-interest-in-law-practice/475799?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28, 2026 in New YorkEthics and Conflicts of Interest in Law Practice [00:02:00]This session will review real world conflicts of interest scenarios and provide practical advice on how to handle potential conflicts. After completing this session, participants will be able to:Review recent decisions and developments in conflicts of interest lawApply the New York Rules of Professional Conduct and analyze their relationship to the American Bar Association Model RulesIdentify a conflict using the Rules of Professional ConductDetermine whether a conflict may be waived and develop an effective waiver Understand best practices based upon ethics and disciplinary opinionsEllen L. Hayes, Christopher M. Farella, Debra K. Levy, Julie A. TurnerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Conflicts of Interest (2026)Ellen L. HayesSelected Conflicts of Interest CasesEllen L. HayesSelected Ethics OpinionsEllen L. HayesPresentation MaterialEthics and Conflicts of Interest in Law Practice 2026 PowerPointChristopher M. Farella, Ellen L. Hayes, Debra K. Levy, Julie A. Turner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475799 475799 25 G3178 2:02:43 https://www.pli.edu/programs/defusing-nuclear-verdicts-whats-driving-them-and-how-to-stop-them/472376?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28, 2026 in New YorkDefusing Nuclear Verdicts: What’s Driving Them and How to Stop Them [00:01:00]Nuclear verdicts—awards far above historical norms—are becoming more common due to changing juror expectations, advanced plaintiff strategies, and increased litigation funding. This program offers legal counsel a coordinated approach to avoid nuclear verdicts for target clients through lobbying, early case assessment and action, new thinking in witness selection and preparation, trial theme development, and damages strategy, paired with corporate practices that enhance jury credibility and help manage social inflation as a risk factor. Participants will learn to: Frame the problem for target industries with a parable and discuss why unusually large verdicts have become more common and the impact on risk assessment and settlement strategies (5 minutes) Utilize case studies demonstrating pathways to nuclear verdicts (15 minutes) Examine factors leading to large verdicts, including social inflation, institutional distrust, narratives around wealth inequality, cognitive biases affecting legal participants, legislative changes, venue selection, and third-party litigation funding (20 minutes) Clarify who pays for nuclear verdicts (5 minutes) Highlight corporate practices that support effective trial outcomes, such as thorough documentation, product oversight, safety communication, and selecting and preparing witnesses to meet juror expectations (5 minutes) Outline strategic approaches, including targeted motions, voir dire to identify belief systems that lead to nuclear verdicts, and countering tactics designed to encourage punitive damages (neutralizing “reptile theory”) (5 minutes) Provide guidance for business stakeholders on understanding the factors influencing verdict amounts and implementing measures to address them through trial strategy and evidence management (5 minutes) Presentation MaterialDefusing Nuclear VerdictsRob HoffmanDefusing Nuclear VerdictsRob Hoffman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472376 472376 163 G5650 1:00:41 https://www.pli.edu/programs/defusing-nuclear-verdicts-whats-driving-them-and-how-to-stop-them/476732?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28, 2026 in New YorkDefusing Nuclear Verdicts: What’s Driving Them and How to Stop Them [00:01:00]Nuclear verdicts—awards far above historical norms—are becoming more common due to changing juror expectations, advanced plaintiff strategies, and increased litigation funding. This program offers legal counsel a coordinated approach to avoid nuclear verdicts for target clients through lobbying, early case assessment and action, new thinking in witness selection and preparation, trial theme development, and damages strategy, paired with corporate practices that enhance jury credibility and help manage social inflation as a risk factor. Participants will learn to: Frame the problem for target industries with a parable and discuss why unusually large verdicts have become more common and the impact on risk assessment and settlement strategies (5 minutes) Utilize case studies demonstrating pathways to nuclear verdicts (15 minutes) Examine factors leading to large verdicts, including social inflation, institutional distrust, narratives around wealth inequality, cognitive biases affecting legal participants, legislative changes, venue selection, and third-party litigation funding (20 minutes) Clarify who pays for nuclear verdicts (5 minutes) Highlight corporate practices that support effective trial outcomes, such as thorough documentation, product oversight, safety communication, and selecting and preparing witnesses to meet juror expectations (5 minutes) Outline strategic approaches, including targeted motions, voir dire to identify belief systems that lead to nuclear verdicts, and countering tactics designed to encourage punitive damages (neutralizing “reptile theory”) (5 minutes) Provide guidance for business stakeholders on understanding the factors influencing verdict amounts and implementing measures to address them through trial strategy and evidence management (5 minutes) Presentation MaterialDefusing Nuclear VerdictsRob HoffmanDefusing Nuclear VerdictsRob Hoffman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476732 476732 98 G5650 1:00:41 https://www.pli.edu/programs/investment-management-institute/468074?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkCybersecurity in Investment Management Matters [01:00:36]This panel will examine the cybersecurity issues that often come into play in investment management matters. After completing this session, participants will be able to:Implement internal best practices for securely sending and storing client communications and data   Understand the requirements for handling personal information in compliance with amended Regulation S-P Understand cybersecurity risks and use appropriate security measures, particularly when using artificial intelligence Learn how to reduce the possibility of cyber-attacks affecting law offices and how to respond when they do Katie Gorham, Jennifer R. Porter, Jennifer Songer, Christine Tetherly-Lewis  The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Simpson Thacher, Memorandum, Southern District of California: Denies Dismissal of Aiding-and-Abetting Claim Against Investment Firm Arising from PortCo Data Breach (March 30, 2026)Neesa Patel SoodU.S. Securities and Exchange Commission, Final Rule: Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure, 17 CFR Parts 229, 232, 239, 240, and 249 (August 4, 2023)Marie-Louise M. Huth,Neesa Patel SoodPresentation MaterialSegment Handout: Cybersecurity in Investment Management Matters: 2025 Year in ReviewJennifer SongerSegment Handout: Cybersecurity in Investment Management Matters: Anthropic Disrupts First Documented Case of Large-Scale AI-Orchestrated CyberattackJennifer SongerSegment Handout: Cybersecurity in Investment Management Matters: Careful adoption of agentic AI ServicesSegment Handout: Cybersecurity in Investment Management Matters: Executive Order Ensuring a National Policy Framework for AISegment Handout: Cybersecurity in Investment Management Matters: Executive Order Promoting Advanced AI Innovation and SecuritySegment Handout: Cybersecurity in Investment Management Matters: NYDFS Issues Two Industry LettersSegment PPT: Cybersecurity in Investment Management MattersKatherine Gorham, Jennifer Porter, Jennifer Songer, Christine Tetherly-LewisSegment Handout: Cybersecurity in Investment Management Matters: Regulation S-P AmendmentsJennifer Porter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468074 468074 25 G3163 1:00:37 https://www.pli.edu/programs/investment-management-institute/468073?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkCybersecurity in Investment Management Matters [01:00:36]This panel will examine the cybersecurity issues that often come into play in investment management matters. After completing this session, participants will be able to:Implement internal best practices for securely sending and storing client communications and data   Understand the requirements for handling personal information in compliance with amended Regulation S-P Understand cybersecurity risks and use appropriate security measures, particularly when using artificial intelligence Learn how to reduce the possibility of cyber-attacks affecting law offices and how to respond when they do Katie Gorham, Jennifer R. Porter, Jennifer Songer, Christine Tetherly-Lewis  The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Simpson Thacher, Memorandum, Southern District of California: Denies Dismissal of Aiding-and-Abetting Claim Against Investment Firm Arising from PortCo Data Breach (March 30, 2026)Neesa Patel SoodU.S. Securities and Exchange Commission, Final Rule: Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure, 17 CFR Parts 229, 232, 239, 240, and 249 (August 4, 2023)Marie-Louise M. Huth,Neesa Patel SoodPresentation MaterialSegment Handout: Cybersecurity in Investment Management Matters: 2025 Year in ReviewJennifer SongerSegment Handout: Cybersecurity in Investment Management Matters: Anthropic Disrupts First Documented Case of Large-Scale AI-Orchestrated CyberattackJennifer SongerSegment Handout: Cybersecurity in Investment Management Matters: Careful adoption of agentic AI ServicesSegment Handout: Cybersecurity in Investment Management Matters: Executive Order Ensuring a National Policy Framework for AISegment Handout: Cybersecurity in Investment Management Matters: Executive Order Promoting Advanced AI Innovation and SecuritySegment Handout: Cybersecurity in Investment Management Matters: NYDFS Issues Two Industry LettersSegment PPT: Cybersecurity in Investment Management MattersKatherine Gorham, Jennifer Porter, Jennifer Songer, Christine Tetherly-LewisSegment Handout: Cybersecurity in Investment Management Matters: Regulation S-P AmendmentsJennifer Porter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468073 468073 98 G3163 1:01:18 https://www.pli.edu/programs/investment-management-institute/468075?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkCybersecurity in Investment Management Matters [01:00:36]This panel will examine the cybersecurity issues that often come into play in investment management matters. After completing this session, participants will be able to:Implement internal best practices for securely sending and storing client communications and data   Understand the requirements for handling personal information in compliance with amended Regulation S-P Understand cybersecurity risks and use appropriate security measures, particularly when using artificial intelligence Learn how to reduce the possibility of cyber-attacks affecting law offices and how to respond when they do Katie Gorham, Jennifer R. Porter, Jennifer Songer, Christine Tetherly-Lewis  The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Simpson Thacher, Memorandum, Southern District of California: Denies Dismissal of Aiding-and-Abetting Claim Against Investment Firm Arising from PortCo Data Breach (March 30, 2026)Neesa Patel SoodU.S. Securities and Exchange Commission, Final Rule: Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure, 17 CFR Parts 229, 232, 239, 240, and 249 (August 4, 2023)Marie-Louise M. Huth,Neesa Patel SoodPresentation MaterialSegment Handout: Cybersecurity in Investment Management Matters: 2025 Year in ReviewJennifer SongerSegment Handout: Cybersecurity in Investment Management Matters: Anthropic Disrupts First Documented Case of Large-Scale AI-Orchestrated CyberattackJennifer SongerSegment Handout: Cybersecurity in Investment Management Matters: Careful adoption of agentic AI ServicesSegment Handout: Cybersecurity in Investment Management Matters: Executive Order Ensuring a National Policy Framework for AISegment Handout: Cybersecurity in Investment Management Matters: Executive Order Promoting Advanced AI Innovation and SecuritySegment Handout: Cybersecurity in Investment Management Matters: NYDFS Issues Two Industry LettersSegment PPT: Cybersecurity in Investment Management MattersKatherine Gorham, Jennifer Porter, Jennifer Songer, Christine Tetherly-LewisSegment Handout: Cybersecurity in Investment Management Matters: Regulation S-P AmendmentsJennifer Porter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468075 468075 163 G3163 1:01:18 https://www.pli.edu/programs/investment-management-institute/468069?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkEmerging Developments in Digital Assets, Crypto and Tokenization [00:01:00]This panel will address evolving digital asset regulation, SEC crypto initiatives, and tokenization. After completing this session, participants will be able to: Gain insight into the administration’s potential reforms to digital asset regulation   Familiarize themselves with recent initiatives led by the SEC’s Crypto Task Force  Understand key considerations for custody of digital assets by regulated funds and private and potential regulatory enhancements Improve their understanding of the tokenization of fund shares  Stephen Andrews, Michael S. Didiuk, Marie-Louise M. Huth, Taylor LindmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sullivan & Cromwell LLP, S&C Memos, SEC and CFTC Issue Interpretation Regarding the Application of Federal Securities Laws to Crypto Assets (March 19, 2026)Marie-Louise M. HuthDavid Blass and Rajib Chanda, Simpson Thacher, Memorandum, SEC Issues Guidance on Tokenized Securities (Registered Funds Regulatory Update) (May 11, 2026)Neesa Patel SoodU.S. Securities and Exchange Commission, Paul S. Atkins, Chairman, Keynote Remarks at The Economic Club of Washington (April 21, 2026)Marie-Louise M. Huth,Neesa Patel SoodPresentation MaterialSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: DTC NALStephen Andrews, Michael S. Didiuk, Marie-Louise M. Huth, Taylor LindmanSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: Eight Takeaways from My Conversation with SEC Crypto Task Force's Chief CounselMichael S. DidiukSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: Five Predictions for Tokenization in 2027Michael S. DidiukSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: Game Plan or Game OverSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: SEC Fact SheetSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: SEC and CFTC Crypto ClarityMichael S. DidiukSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: SEC and CFTC Issue InterpretationSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: SEC Statement on Tokenized SecuritiesTaylor LindmanSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: This Is Your MomentMichael S. Didiuk Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468069 468069 163 G3163 1:00:24 https://www.pli.edu/programs/investment-management-institute/468067?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkEmerging Developments in Digital Assets, Crypto and Tokenization [00:01:00]This panel will address evolving digital asset regulation, SEC crypto initiatives, and tokenization. After completing this session, participants will be able to: Gain insight into the administration’s potential reforms to digital asset regulation   Familiarize themselves with recent initiatives led by the SEC’s Crypto Task Force  Understand key considerations for custody of digital assets by regulated funds and private and potential regulatory enhancements Improve their understanding of the tokenization of fund shares  Stephen Andrews, Michael S. Didiuk, Marie-Louise M. Huth, Taylor LindmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sullivan & Cromwell LLP, S&C Memos, SEC and CFTC Issue Interpretation Regarding the Application of Federal Securities Laws to Crypto Assets (March 19, 2026)Marie-Louise M. HuthDavid Blass and Rajib Chanda, Simpson Thacher, Memorandum, SEC Issues Guidance on Tokenized Securities (Registered Funds Regulatory Update) (May 11, 2026)Neesa Patel SoodU.S. Securities and Exchange Commission, Paul S. Atkins, Chairman, Keynote Remarks at The Economic Club of Washington (April 21, 2026)Marie-Louise M. Huth,Neesa Patel SoodPresentation MaterialSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: DTC NALStephen Andrews, Michael S. Didiuk, Marie-Louise M. Huth, Taylor LindmanSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: Eight Takeaways from My Conversation with SEC Crypto Task Force's Chief CounselMichael S. DidiukSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: Five Predictions for Tokenization in 2027Michael S. DidiukSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: Game Plan or Game OverSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: SEC Fact SheetSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: SEC and CFTC Crypto ClarityMichael S. DidiukSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: SEC and CFTC Issue InterpretationSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: SEC Statement on Tokenized SecuritiesTaylor LindmanSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: This Is Your MomentMichael S. Didiuk Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468067 468067 98 G3163 1:00:24 https://www.pli.edu/programs/investment-management-institute/468068?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkEmerging Developments in Digital Assets, Crypto and Tokenization [00:01:00]This panel will address evolving digital asset regulation, SEC crypto initiatives, and tokenization. After completing this session, participants will be able to: Gain insight into the administration’s potential reforms to digital asset regulation   Familiarize themselves with recent initiatives led by the SEC’s Crypto Task Force  Understand key considerations for custody of digital assets by regulated funds and private and potential regulatory enhancements Improve their understanding of the tokenization of fund shares  Stephen Andrews, Michael S. Didiuk, Marie-Louise M. Huth, Taylor LindmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sullivan & Cromwell LLP, S&C Memos, SEC and CFTC Issue Interpretation Regarding the Application of Federal Securities Laws to Crypto Assets (March 19, 2026)Marie-Louise M. HuthDavid Blass and Rajib Chanda, Simpson Thacher, Memorandum, SEC Issues Guidance on Tokenized Securities (Registered Funds Regulatory Update) (May 11, 2026)Neesa Patel SoodU.S. Securities and Exchange Commission, Paul S. Atkins, Chairman, Keynote Remarks at The Economic Club of Washington (April 21, 2026)Marie-Louise M. Huth,Neesa Patel SoodPresentation MaterialSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: DTC NALStephen Andrews, Michael S. Didiuk, Marie-Louise M. Huth, Taylor LindmanSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: Eight Takeaways from My Conversation with SEC Crypto Task Force's Chief CounselMichael S. DidiukSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: Five Predictions for Tokenization in 2027Michael S. DidiukSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: Game Plan or Game OverSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: SEC Fact SheetSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: SEC and CFTC Crypto ClarityMichael S. DidiukSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: SEC and CFTC Issue InterpretationSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: SEC Statement on Tokenized SecuritiesTaylor LindmanSegment Handout: Emerging Developments in Digital Assets, Crypto and Tokenization: This Is Your MomentMichael S. Didiuk Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468068 468068 25 G3163 0:59:43 https://www.pli.edu/programs/investment-management-institute/468070?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkERISA and Access to Private Markets [00:01:00]This panel will address recent developments to allow retirement investors to access private markets and other innovations. After completing this session, participants will be able to:Gain insight into initiatives to reform Department of Labor guidance under ERISA to allow retirement investors to access private markets investments  Understand collective investment trusts (CITs) and their role in target date funds and other retirement plan investments Learn about new product structures being offered in the retirement market James Hannigan, Kasey Lekander, Kevin L. WalshThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Labor, News Release, U.S. Department of Labor Proposes Landmark Rule to Democratize Access to Alternative Investments in 401(K) Plans (March 30, 2026)Marie-Louise M. Huth,Neesa Patel SoodSullivan & Cromwell, Memo, U.S. Department of Labor Proposes Rule to Facilitate Alternative Investments in 401(k) Plans (April 6, 2016)Marie-Louise M. HuthSimpson Thacher, Memorandum, Department of Labor Releases Proposed Rule Aiming to Reduce Litigation Risk Associated with 401(k) Plans Including Access to Private Markets Assets (April 2, 2026)Neesa Patel SoodU.S. Securities and Exchange Commission, David Woodcock, Director, Division of Enforcement, Speech, Remarks at the MFA Legal & Compliance 2026 Conference (May 13, 2026)Marie-Louise M. Huth,Neesa Patel SoodSullivan & Cromwell, S&C Memos, SEC Issues No-Action Letter to Allow Co-Investments by Open-End Funds, Expanding Retail Access (April 29, 2026)Marie-Louise M. HuthSullivan & Cromwell, S&C Memos, CFTC Division of Enforcement Announces Five Priority Areas, Insider Trading, Framework for Prediction Markets and Revised Cooperation Policy (April 1, 2026)Marie-Louise M. HuthPresentation MaterialSegment Handout: ERISA and Access to Private Markets Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468070 468070 98 G3163 0:58:43 https://www.pli.edu/programs/investment-management-institute/468071?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkERISA and Access to Private Markets [00:01:00]This panel will address recent developments to allow retirement investors to access private markets and other innovations. After completing this session, participants will be able to:Gain insight into initiatives to reform Department of Labor guidance under ERISA to allow retirement investors to access private markets investments  Understand collective investment trusts (CITs) and their role in target date funds and other retirement plan investments Learn about new product structures being offered in the retirement market James Hannigan, Kasey Lekander, Kevin L. WalshThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Labor, News Release, U.S. Department of Labor Proposes Landmark Rule to Democratize Access to Alternative Investments in 401(K) Plans (March 30, 2026)Marie-Louise M. Huth,Neesa Patel SoodSullivan & Cromwell, Memo, U.S. Department of Labor Proposes Rule to Facilitate Alternative Investments in 401(k) Plans (April 6, 2016)Marie-Louise M. HuthSimpson Thacher, Memorandum, Department of Labor Releases Proposed Rule Aiming to Reduce Litigation Risk Associated with 401(k) Plans Including Access to Private Markets Assets (April 2, 2026)Neesa Patel SoodU.S. Securities and Exchange Commission, David Woodcock, Director, Division of Enforcement, Speech, Remarks at the MFA Legal & Compliance 2026 Conference (May 13, 2026)Marie-Louise M. Huth,Neesa Patel SoodSullivan & Cromwell, S&C Memos, SEC Issues No-Action Letter to Allow Co-Investments by Open-End Funds, Expanding Retail Access (April 29, 2026)Marie-Louise M. HuthSullivan & Cromwell, S&C Memos, CFTC Division of Enforcement Announces Five Priority Areas, Insider Trading, Framework for Prediction Markets and Revised Cooperation Policy (April 1, 2026)Marie-Louise M. HuthPresentation MaterialSegment Handout: ERISA and Access to Private Markets Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468071 468071 25 G3163 0:58:02 https://www.pli.edu/programs/investment-management-institute/468072?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkERISA and Access to Private Markets [00:01:00]This panel will address recent developments to allow retirement investors to access private markets and other innovations. After completing this session, participants will be able to:Gain insight into initiatives to reform Department of Labor guidance under ERISA to allow retirement investors to access private markets investments  Understand collective investment trusts (CITs) and their role in target date funds and other retirement plan investments Learn about new product structures being offered in the retirement market James Hannigan, Kasey Lekander, Kevin L. WalshThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Labor, News Release, U.S. Department of Labor Proposes Landmark Rule to Democratize Access to Alternative Investments in 401(K) Plans (March 30, 2026)Marie-Louise M. Huth,Neesa Patel SoodSullivan & Cromwell, Memo, U.S. Department of Labor Proposes Rule to Facilitate Alternative Investments in 401(k) Plans (April 6, 2016)Marie-Louise M. HuthSimpson Thacher, Memorandum, Department of Labor Releases Proposed Rule Aiming to Reduce Litigation Risk Associated with 401(k) Plans Including Access to Private Markets Assets (April 2, 2026)Neesa Patel SoodU.S. Securities and Exchange Commission, David Woodcock, Director, Division of Enforcement, Speech, Remarks at the MFA Legal & Compliance 2026 Conference (May 13, 2026)Marie-Louise M. Huth,Neesa Patel SoodSullivan & Cromwell, S&C Memos, SEC Issues No-Action Letter to Allow Co-Investments by Open-End Funds, Expanding Retail Access (April 29, 2026)Marie-Louise M. HuthSullivan & Cromwell, S&C Memos, CFTC Division of Enforcement Announces Five Priority Areas, Insider Trading, Framework for Prediction Markets and Revised Cooperation Policy (April 1, 2026)Marie-Louise M. HuthPresentation MaterialSegment Handout: ERISA and Access to Private Markets Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468072 468072 163 G3163 0:58:43 https://www.pli.edu/programs/investment-management-institute/468064?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkEnforcement and Litigation Trends in Investment Management [00:01:00]This panel will address SEC enforcement issues practitioners commonly face in today’s market. After completing this session, participants will be able to: Understand current SEC enforcement priorities  Gain an understanding of the recent changes to the Division of Enforcement Learn about best practices when interfacing with SEC Enforcement Adam S. Aderton, Jason J. Burt, Ranah L. Esmaili, Anthony Kelly, Corey SchusterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Press Release, SEC’s Division of Enforcement Announces Updates to Enforcement Manual (February 24, 2026)Marie-Louise M. Huth,Neesa Patel SoodBenjamin Neaderland, et al., WilmerHale, Client Alert, The 2026 Election Season is a Minefield of Pay-to-Play Risks for Investment Advisers (May 19, 2026)Jason J. BurtSullivan & Cromwell LLP, S&C Memos, SEC Rescinds No-Deny Settlement Policy in Enforcement Actions (May 19, 2026)Marie-Louise M. Huth Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468064 468064 98 G3163 0:58:44 https://www.pli.edu/programs/investment-management-institute/468066?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkEnforcement and Litigation Trends in Investment Management [00:01:00]This panel will address SEC enforcement issues practitioners commonly face in today’s market. After completing this session, participants will be able to: Understand current SEC enforcement priorities  Gain an understanding of the recent changes to the Division of Enforcement Learn about best practices when interfacing with SEC Enforcement Adam S. Aderton, Jason J. Burt, Ranah L. Esmaili, Anthony Kelly, Corey SchusterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Press Release, SEC’s Division of Enforcement Announces Updates to Enforcement Manual (February 24, 2026)Marie-Louise M. Huth,Neesa Patel SoodBenjamin Neaderland, et al., WilmerHale, Client Alert, The 2026 Election Season is a Minefield of Pay-to-Play Risks for Investment Advisers (May 19, 2026)Jason J. BurtSullivan & Cromwell LLP, S&C Memos, SEC Rescinds No-Deny Settlement Policy in Enforcement Actions (May 19, 2026)Marie-Louise M. Huth Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468066 468066 163 G3163 0:58:44 https://www.pli.edu/programs/investment-management-institute/468065?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkEnforcement and Litigation Trends in Investment Management [00:01:00]This panel will address SEC enforcement issues practitioners commonly face in today’s market. After completing this session, participants will be able to: Understand current SEC enforcement priorities  Gain an understanding of the recent changes to the Division of Enforcement Learn about best practices when interfacing with SEC Enforcement Adam S. Aderton, Jason J. Burt, Ranah L. Esmaili, Anthony Kelly, Corey SchusterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Press Release, SEC’s Division of Enforcement Announces Updates to Enforcement Manual (February 24, 2026)Marie-Louise M. Huth,Neesa Patel SoodBenjamin Neaderland, et al., WilmerHale, Client Alert, The 2026 Election Season is a Minefield of Pay-to-Play Risks for Investment Advisers (May 19, 2026)Jason J. BurtSullivan & Cromwell LLP, S&C Memos, SEC Rescinds No-Deny Settlement Policy in Enforcement Actions (May 19, 2026)Marie-Louise M. Huth Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468065 468065 25 G3163 0:58:03 https://www.pli.edu/programs/investment-management-institute/468057?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkRetail Distribution Within Private Markets [00:58:22]This panel will address the retail distribution for private markets. After completing this session, participants will be able to: Gain insight into the current regulatory landscape impacting distribution Understand the current trends in distribution Better understand the reasons to structure a private credit fund as an interval fund  Vadim Avdeychik, Samuel Bolam, Zvi Dubitzky, Neesa Patel Sood, Patrick QuinnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vadim Avdeychik, Andrew Friedman and Sam Scarritt-Selman, Debevoise & Plimpton, The Operating Company Model: A Different Path to Private Markets in Private Wealth (May 2026)Vadim AvdeychikAndrew G.I. Kilberg, et al., Gibson Dunn, Administrative Law & Regulatory, Investment Funds, ERISA Update, DOL Proposes Safe Harbor for Selection of Designated Investment Alternatives in 401(k) Plans (April 1, 2026)Marian G. FowlerSimpson Thacher, Memos, SEC Watch: SEC Division Directors on Private Credit Valuation, Retail Investors and AI (May 14, 2026)Neesa Patel SoodPresentation MaterialSegment PPT: Retail Distribution Within Private MarketsVadim Avdeychik, Samuel Bolam, Zvi Dubitzky, Patrick Quinn, Neesa Patel Sood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468057 468057 25 G3163 0:58:23 https://www.pli.edu/programs/investment-management-institute/468056?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkRetail Distribution Within Private Markets [00:58:22]This panel will address the retail distribution for private markets. After completing this session, participants will be able to: Gain insight into the current regulatory landscape impacting distribution Understand the current trends in distribution Better understand the reasons to structure a private credit fund as an interval fund  Vadim Avdeychik, Samuel Bolam, Zvi Dubitzky, Neesa Patel Sood, Patrick QuinnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vadim Avdeychik, Andrew Friedman and Sam Scarritt-Selman, Debevoise & Plimpton, The Operating Company Model: A Different Path to Private Markets in Private Wealth (May 2026)Vadim AvdeychikAndrew G.I. Kilberg, et al., Gibson Dunn, Administrative Law & Regulatory, Investment Funds, ERISA Update, DOL Proposes Safe Harbor for Selection of Designated Investment Alternatives in 401(k) Plans (April 1, 2026)Marian G. FowlerSimpson Thacher, Memos, SEC Watch: SEC Division Directors on Private Credit Valuation, Retail Investors and AI (May 14, 2026)Neesa Patel SoodPresentation MaterialSegment PPT: Retail Distribution Within Private MarketsVadim Avdeychik, Samuel Bolam, Zvi Dubitzky, Patrick Quinn, Neesa Patel Sood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468056 468056 98 G3163 0:59:04 https://www.pli.edu/programs/investment-management-institute/468058?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkRetail Distribution Within Private Markets [00:58:22]This panel will address the retail distribution for private markets. After completing this session, participants will be able to: Gain insight into the current regulatory landscape impacting distribution Understand the current trends in distribution Better understand the reasons to structure a private credit fund as an interval fund  Vadim Avdeychik, Samuel Bolam, Zvi Dubitzky, Neesa Patel Sood, Patrick QuinnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vadim Avdeychik, Andrew Friedman and Sam Scarritt-Selman, Debevoise & Plimpton, The Operating Company Model: A Different Path to Private Markets in Private Wealth (May 2026)Vadim AvdeychikAndrew G.I. Kilberg, et al., Gibson Dunn, Administrative Law & Regulatory, Investment Funds, ERISA Update, DOL Proposes Safe Harbor for Selection of Designated Investment Alternatives in 401(k) Plans (April 1, 2026)Marian G. FowlerSimpson Thacher, Memos, SEC Watch: SEC Division Directors on Private Credit Valuation, Retail Investors and AI (May 14, 2026)Neesa Patel SoodPresentation MaterialSegment PPT: Retail Distribution Within Private MarketsVadim Avdeychik, Samuel Bolam, Zvi Dubitzky, Patrick Quinn, Neesa Patel Sood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468058 468058 163 G3163 0:59:04 https://www.pli.edu/programs/investment-management-institute/468053?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkSEC Compliance and Examination Issues for Advisers and Funds [00:01:00]This panel will address key issues faced by registered advisors and private funds. After completing this session, participants will be able to: Understand the current examination priorities and focus areas Better prepare for an SEC exam Implement best practices when interfacing with SEC EXAMs staff  Learn how to respond to deficiencies Jennifer A. Duggins, Daniel M. Faigus, Marian G. Fowler, Alpa Patel The purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Division of Examinations, 2026 Examination Priorities (November 18, 2025)Marie-Louise M. Huth,Neesa Patel SoodGibson Dunn, Investment Funds Update, Regulatory Compliance Reminders for Investment Advisers (May 11, 2026)Marian G. FowlerKirkland & Ellis, Kirkland Aim, SEC Announces New Qualified Client Thresholds (May 4, 2026)Alpa Patel PCPresentation MaterialSegment PPT: SEC Compliance and Examination Issues for Advisers and FundsJennifer A. Duggins, Daniel M. Faigus, Marian G. Fowler, Alpa Patel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468053 468053 98 G3163 1:01:13 https://www.pli.edu/programs/investment-management-institute/468054?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkSEC Compliance and Examination Issues for Advisers and Funds [00:01:00]This panel will address key issues faced by registered advisors and private funds. After completing this session, participants will be able to: Understand the current examination priorities and focus areas Better prepare for an SEC exam Implement best practices when interfacing with SEC EXAMs staff  Learn how to respond to deficiencies Jennifer A. Duggins, Daniel M. Faigus, Marian G. Fowler, Alpa Patel The purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Division of Examinations, 2026 Examination Priorities (November 18, 2025)Marie-Louise M. Huth,Neesa Patel SoodGibson Dunn, Investment Funds Update, Regulatory Compliance Reminders for Investment Advisers (May 11, 2026)Marian G. FowlerKirkland & Ellis, Kirkland Aim, SEC Announces New Qualified Client Thresholds (May 4, 2026)Alpa Patel PCPresentation MaterialSegment PPT: SEC Compliance and Examination Issues for Advisers and FundsJennifer A. Duggins, Daniel M. Faigus, Marian G. Fowler, Alpa Patel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468054 468054 25 G3163 1:00:31 https://www.pli.edu/programs/investment-management-institute/468055?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkSEC Compliance and Examination Issues for Advisers and Funds [00:01:00]This panel will address key issues faced by registered advisors and private funds. After completing this session, participants will be able to: Understand the current examination priorities and focus areas Better prepare for an SEC exam Implement best practices when interfacing with SEC EXAMs staff  Learn how to respond to deficiencies Jennifer A. Duggins, Daniel M. Faigus, Marian G. Fowler, Alpa Patel The purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Division of Examinations, 2026 Examination Priorities (November 18, 2025)Marie-Louise M. Huth,Neesa Patel SoodGibson Dunn, Investment Funds Update, Regulatory Compliance Reminders for Investment Advisers (May 11, 2026)Marian G. FowlerKirkland & Ellis, Kirkland Aim, SEC Announces New Qualified Client Thresholds (May 4, 2026)Alpa Patel PCPresentation MaterialSegment PPT: SEC Compliance and Examination Issues for Advisers and FundsJennifer A. Duggins, Daniel M. Faigus, Marian G. Fowler, Alpa Patel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468055 468055 163 G3163 1:01:13 https://www.pli.edu/programs/investment-management-institute/468051?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkSEC Division of Investment Management’s Strategic Agenda [00:58:17]This panel will address current developments and forthcoming initiatives of the SEC’s Division of Investment Management. After completing this session, participants will be able to:  Understand recent actions by the SEC to grant novel exemptive relief Gain a better understanding of the SEC’s Division of Investment Management’s strategic agenda Learn about recent regulatory actions and their implications for proposed and adopted rules Robert Holowka, Marie-Louise M. Huth, Brian M. Johnson, Neesa Patel Sood The purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Press Release, SEC and CFTC Jointly Propose Amendments to Reduce Private Fund Reporting Burdens (April 20, 2026)Marie-Louise M. Huth,Neesa Patel SoodU.S. Securities and Exchange Commission, Press Release, SEC Clarifies the Application of Federal Securities Laws to Crypto Assets (March 17, 2026)Marie-Louise M. Huth,Neesa Patel SoodU.S. Securities and Exchange Commission, Statement on Tokenized Securities (January 28, 2026)Marie-Louise M. Huth,Neesa Patel SoodU.S. Securities and Exchange Commission, Fund of Funds Arrangements Frequently Asked Questions (March 5, 2026)Marie-Louise M. Huth,Neesa Patel SoodU.S. Securities and Exchange Commission, Press Release, SEC Proposes Amendments to the Small Entity Definitions for Investment Companies and Investment Advisers for Purposes of the Regulatory Flexibility Act (January 7, 2026)Marie-Louise M. Huth,Neesa Patel Sood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468051 468051 25 G3163 0:58:18 https://www.pli.edu/programs/investment-management-institute/468052?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkSEC Division of Investment Management’s Strategic Agenda [00:58:17]This panel will address current developments and forthcoming initiatives of the SEC’s Division of Investment Management. After completing this session, participants will be able to:  Understand recent actions by the SEC to grant novel exemptive relief Gain a better understanding of the SEC’s Division of Investment Management’s strategic agenda Learn about recent regulatory actions and their implications for proposed and adopted rules Robert Holowka, Marie-Louise M. Huth, Brian M. Johnson, Neesa Patel Sood The purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Press Release, SEC and CFTC Jointly Propose Amendments to Reduce Private Fund Reporting Burdens (April 20, 2026)Marie-Louise M. Huth,Neesa Patel SoodU.S. Securities and Exchange Commission, Press Release, SEC Clarifies the Application of Federal Securities Laws to Crypto Assets (March 17, 2026)Marie-Louise M. Huth,Neesa Patel SoodU.S. Securities and Exchange Commission, Statement on Tokenized Securities (January 28, 2026)Marie-Louise M. Huth,Neesa Patel SoodU.S. Securities and Exchange Commission, Fund of Funds Arrangements Frequently Asked Questions (March 5, 2026)Marie-Louise M. Huth,Neesa Patel SoodU.S. Securities and Exchange Commission, Press Release, SEC Proposes Amendments to the Small Entity Definitions for Investment Companies and Investment Advisers for Purposes of the Regulatory Flexibility Act (January 7, 2026)Marie-Louise M. Huth,Neesa Patel Sood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468052 468052 163 G3163 0:58:59 https://www.pli.edu/programs/investment-management-institute/468050?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkSEC Division of Investment Management’s Strategic Agenda [00:58:17]This panel will address current developments and forthcoming initiatives of the SEC’s Division of Investment Management. After completing this session, participants will be able to:  Understand recent actions by the SEC to grant novel exemptive relief Gain a better understanding of the SEC’s Division of Investment Management’s strategic agenda Learn about recent regulatory actions and their implications for proposed and adopted rules Robert Holowka, Marie-Louise M. Huth, Brian M. Johnson, Neesa Patel Sood The purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Press Release, SEC and CFTC Jointly Propose Amendments to Reduce Private Fund Reporting Burdens (April 20, 2026)Marie-Louise M. Huth,Neesa Patel SoodU.S. Securities and Exchange Commission, Press Release, SEC Clarifies the Application of Federal Securities Laws to Crypto Assets (March 17, 2026)Marie-Louise M. Huth,Neesa Patel SoodU.S. Securities and Exchange Commission, Statement on Tokenized Securities (January 28, 2026)Marie-Louise M. Huth,Neesa Patel SoodU.S. Securities and Exchange Commission, Fund of Funds Arrangements Frequently Asked Questions (March 5, 2026)Marie-Louise M. Huth,Neesa Patel SoodU.S. Securities and Exchange Commission, Press Release, SEC Proposes Amendments to the Small Entity Definitions for Investment Companies and Investment Advisers for Purposes of the Regulatory Flexibility Act (January 7, 2026)Marie-Louise M. Huth,Neesa Patel Sood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468050 468050 98 G3163 0:58:59 https://www.pli.edu/programs/investment-management-institute/468078?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkCurrent Developments in Exchange-Traded Funds [00:01:00]This panel will address current issues and trends in the ETF and ETP space. After completing this session, participants will be able to:Discuss the current status, and challenges, of ETF share class structuresUnderstand recent product and investment strategy innovations in the ETF and ETP space Assess potential risks in the ETF market, including potential areas of SEC staff focus Andrew DeLorme, Matthew Iwamaye, John J. O’Brien, Susan Lively, Max J. VogelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sean Graber, et al., Morgan Lewis, LawFlash, SEC Staff Permits Mutual Fund and ETF Joint Transactions (May 19, 2026)John J. O'BrienSimpson Thacher, Memorandum, Open-End Registered Funds Get a Seat at the Table: SEC Staff Extends Co-Investment Relief to All Registered Funds (April 30, 2026)Neesa Patel SoodPamela Poland Chen, et al., Kirkland & Ellis, Kirkland Alert, SEC Staff Expands Co-Investment Relief to Registered Open-End Funds (May 6, 2026)Alpa Patel PCPresentation MaterialSegment PPT: Current Developments in Exchange-Traded FundsAndrew DeLorme, Matthew Iwamaye, John J. O'Brien, Max J. Vogel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468078 468078 163 G3163 1:00:09 https://www.pli.edu/programs/investment-management-institute/468076?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkCurrent Developments in Exchange-Traded Funds [00:01:00]This panel will address current issues and trends in the ETF and ETP space. After completing this session, participants will be able to:Discuss the current status, and challenges, of ETF share class structuresUnderstand recent product and investment strategy innovations in the ETF and ETP space Assess potential risks in the ETF market, including potential areas of SEC staff focus Andrew DeLorme, Matthew Iwamaye, John J. O’Brien, Susan Lively, Max J. VogelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sean Graber, et al., Morgan Lewis, LawFlash, SEC Staff Permits Mutual Fund and ETF Joint Transactions (May 19, 2026)John J. O'BrienSimpson Thacher, Memorandum, Open-End Registered Funds Get a Seat at the Table: SEC Staff Extends Co-Investment Relief to All Registered Funds (April 30, 2026)Neesa Patel SoodPamela Poland Chen, et al., Kirkland & Ellis, Kirkland Alert, SEC Staff Expands Co-Investment Relief to Registered Open-End Funds (May 6, 2026)Alpa Patel PCPresentation MaterialSegment PPT: Current Developments in Exchange-Traded FundsAndrew DeLorme, Matthew Iwamaye, John J. O'Brien, Max J. Vogel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468076 468076 98 G3163 1:00:09 https://www.pli.edu/programs/investment-management-institute/468077?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkCurrent Developments in Exchange-Traded Funds [00:01:00]This panel will address current issues and trends in the ETF and ETP space. After completing this session, participants will be able to:Discuss the current status, and challenges, of ETF share class structuresUnderstand recent product and investment strategy innovations in the ETF and ETP space Assess potential risks in the ETF market, including potential areas of SEC staff focus Andrew DeLorme, Matthew Iwamaye, John J. O’Brien, Susan Lively, Max J. VogelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sean Graber, et al., Morgan Lewis, LawFlash, SEC Staff Permits Mutual Fund and ETF Joint Transactions (May 19, 2026)John J. O'BrienSimpson Thacher, Memorandum, Open-End Registered Funds Get a Seat at the Table: SEC Staff Extends Co-Investment Relief to All Registered Funds (April 30, 2026)Neesa Patel SoodPamela Poland Chen, et al., Kirkland & Ellis, Kirkland Alert, SEC Staff Expands Co-Investment Relief to Registered Open-End Funds (May 6, 2026)Alpa Patel PCPresentation MaterialSegment PPT: Current Developments in Exchange-Traded FundsAndrew DeLorme, Matthew Iwamaye, John J. O'Brien, Max J. Vogel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468077 468077 25 G3163 0:59:27 https://www.pli.edu/programs/investment-management-institute/468063?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkKey Developments in Retail Products Structures [00:01:00]This panel will address evergreen fund trends. After completing this session, participants will be able to: Learn about the latest developments in providing retail investor access to private markets, including recent partnerships between traditional and alternative asset managers  Gain a deeper understanding of the differences between interval funds and tender offer funds and related sales channels Learn about unregistered structures to access private markets through the wealth channel, including retail 3(c)(7) funds and operating companies Vicki Booth, Dean Caruvana, Lucie Enns, Kevin T. Ercoline, Neesa Patel Sood Presentation MaterialSegment Handout: Key Developments in Retail Products StructuresVicki Booth, Dean Caruvana, Lucie Enns, Kevin T. Ercoline, Neesa Patel Sood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468063 468063 163 G3163 1:00:27 https://www.pli.edu/programs/investment-management-institute/468061?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkKey Developments in Retail Products Structures [00:01:00]This panel will address evergreen fund trends. After completing this session, participants will be able to: Learn about the latest developments in providing retail investor access to private markets, including recent partnerships between traditional and alternative asset managers  Gain a deeper understanding of the differences between interval funds and tender offer funds and related sales channels Learn about unregistered structures to access private markets through the wealth channel, including retail 3(c)(7) funds and operating companies Vicki Booth, Dean Caruvana, Lucie Enns, Kevin T. Ercoline, Neesa Patel Sood Presentation MaterialSegment Handout: Key Developments in Retail Products StructuresVicki Booth, Dean Caruvana, Lucie Enns, Kevin T. Ercoline, Neesa Patel Sood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468061 468061 98 G3163 1:00:27 https://www.pli.edu/programs/investment-management-institute/468062?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28 - 29, 2026 in New YorkKey Developments in Retail Products Structures [00:01:00]This panel will address evergreen fund trends. After completing this session, participants will be able to: Learn about the latest developments in providing retail investor access to private markets, including recent partnerships between traditional and alternative asset managers  Gain a deeper understanding of the differences between interval funds and tender offer funds and related sales channels Learn about unregistered structures to access private markets through the wealth channel, including retail 3(c)(7) funds and operating companies Vicki Booth, Dean Caruvana, Lucie Enns, Kevin T. Ercoline, Neesa Patel Sood Presentation MaterialSegment Handout: Key Developments in Retail Products StructuresVicki Booth, Dean Caruvana, Lucie Enns, Kevin T. Ercoline, Neesa Patel Sood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468062 468062 25 G3163 0:59:45 https://www.pli.edu/programs/municipal-law-institute/474933?tCode=WTC5_RSS01 Real estate litigation Municipal law Government lawyers Public interest law and pro bono Housing Taken from the Web Program Recorded July 27, 2026 in New YorkHousing Protection and Affordability for Tenants: Practical Strategies for Municipal Lawyers [00:01:00]This presentation will focus on a range of municipal strategies for providing tenant protections. After completing this session participants will be better able to:Understand legislative and rule-based protectionsFocus on enforcement efforts including consideration of investigative strategies, case-building practices, litigation, and settlementReview new developments in case law and evolving processesEvaluate competing considerations for achieving safe, habitable housing while preserving affordabilityIdentify creative approaches to enforcement on behalf of tenants including bankruptcy-related considerationsKrista Friedrich, Beth Mellen The purchase price of this Web Program segment includes the following article from the Course Handbook available online:City of New York v. 919 Prospect Ave. LLC, 2026 N.Y. Misc. LEXIS 1563 (Sup. Ct. Bronx Cnty. 2026)Krista FriedrichCity of New York v. Goldman, 2024 N.Y. Misc. LEXIS 714 (Sup. Ct. N.Y. Cnty. 2024)Krista FriedrichNYC Administrative Codes §§ 7-701–7-714, 7-723–7-730, Nuisance Abatement LawKrista FriedrichMP PPH, LLC v. District of Columbia, 339 A.3d 132 (D.C. 2025)Beth MellenComplaint, District of Columbia v. Razjooyan (D.C. 2026)Beth MellenTenant Receivership Act + Proposed Changes, D.C. Code 42-3651.01 et seq., Plus RedlinesBeth MellenPresentation Material1. Housing Protection and Affordability for Tenants: Practical Strategies for Municipal Lawyers (PowerPoint Slides)Krista Friedrich, Beth Mellen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 474933 474933 98 G3141 1:02:30 https://www.pli.edu/programs/municipal-law-institute/474932?tCode=WTC5_RSS01 Real estate litigation Municipal law Government lawyers Public interest law and pro bono Housing Taken from the Web Program Recorded July 27, 2026 in New YorkHousing Protection and Affordability for Tenants: Practical Strategies for Municipal Lawyers [00:01:00]This presentation will focus on a range of municipal strategies for providing tenant protections. After completing this session participants will be better able to:Understand legislative and rule-based protectionsFocus on enforcement efforts including consideration of investigative strategies, case-building practices, litigation, and settlementReview new developments in case law and evolving processesEvaluate competing considerations for achieving safe, habitable housing while preserving affordabilityIdentify creative approaches to enforcement on behalf of tenants including bankruptcy-related considerationsKrista Friedrich, Beth Mellen The purchase price of this Web Program segment includes the following article from the Course Handbook available online:City of New York v. 919 Prospect Ave. LLC, 2026 N.Y. Misc. LEXIS 1563 (Sup. Ct. Bronx Cnty. 2026)Krista FriedrichCity of New York v. Goldman, 2024 N.Y. Misc. LEXIS 714 (Sup. Ct. N.Y. Cnty. 2024)Krista FriedrichNYC Administrative Codes §§ 7-701–7-714, 7-723–7-730, Nuisance Abatement LawKrista FriedrichMP PPH, LLC v. District of Columbia, 339 A.3d 132 (D.C. 2025)Beth MellenComplaint, District of Columbia v. Razjooyan (D.C. 2026)Beth MellenTenant Receivership Act + Proposed Changes, D.C. Code 42-3651.01 et seq., Plus RedlinesBeth MellenPresentation Material1. Housing Protection and Affordability for Tenants: Practical Strategies for Municipal Lawyers (PowerPoint Slides)Krista Friedrich, Beth Mellen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 474932 474932 163 G3141 1:02:30 https://www.pli.edu/programs/municipal-law-institute/474934?tCode=WTC5_RSS01 Real estate litigation Municipal law Government lawyers Public interest law and pro bono Housing Taken from the Web Program Recorded July 27, 2026 in New YorkHousing Protection and Affordability for Tenants: Practical Strategies for Municipal Lawyers [00:01:00]This presentation will focus on a range of municipal strategies for providing tenant protections. After completing this session participants will be better able to:Understand legislative and rule-based protectionsFocus on enforcement efforts including consideration of investigative strategies, case-building practices, litigation, and settlementReview new developments in case law and evolving processesEvaluate competing considerations for achieving safe, habitable housing while preserving affordabilityIdentify creative approaches to enforcement on behalf of tenants including bankruptcy-related considerationsKrista Friedrich, Beth Mellen The purchase price of this Web Program segment includes the following article from the Course Handbook available online:City of New York v. 919 Prospect Ave. LLC, 2026 N.Y. Misc. LEXIS 1563 (Sup. Ct. Bronx Cnty. 2026)Krista FriedrichCity of New York v. Goldman, 2024 N.Y. Misc. LEXIS 714 (Sup. Ct. N.Y. Cnty. 2024)Krista FriedrichNYC Administrative Codes §§ 7-701–7-714, 7-723–7-730, Nuisance Abatement LawKrista FriedrichMP PPH, LLC v. District of Columbia, 339 A.3d 132 (D.C. 2025)Beth MellenComplaint, District of Columbia v. Razjooyan (D.C. 2026)Beth MellenTenant Receivership Act + Proposed Changes, D.C. Code 42-3651.01 et seq., Plus RedlinesBeth MellenPresentation Material1. Housing Protection and Affordability for Tenants: Practical Strategies for Municipal Lawyers (PowerPoint Slides)Krista Friedrich, Beth Mellen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 474934 474934 25 G3141 1:01:48 https://www.pli.edu/programs/municipal-law-institute/474929?tCode=WTC5_RSS01 Fourth Amendment Municipal law Government lawyers Public interest law and pro bono Taken from the Web Program Recorded July 27, 2026 in New YorkSupreme Court Update for Municipal Lawyers [00:01:30]This presentation will provide an update of recent decisions issued by the Supreme Court and a look ahead to the upcoming term. After completing this session, participants will be better able to:Understand the October Term 2025Focus on cases of significance for local government lawyersIncluding a look at First Amendment free-speech cases, Second Amendment gun-regulation cases, Fourth Amendment cases, civil procedure updates, and other key topicsLook ahead to October Term 2026Richard Dearing, Caroline S. Van ZileThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Supreme Court Update for Municipal Lawyers (May 8, 2026)Richard Dearing,Caroline S. Zile,Caroline S. Van ZilePresentation Material2. Supreme Court Term in Review (PowerPoint Slides)Richard Dearing, Caroline S. Van Zile Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 474929 474929 163 G3141 1:32:12 https://www.pli.edu/programs/municipal-law-institute/474930?tCode=WTC5_RSS01 Fourth Amendment Municipal law Government lawyers Public interest law and pro bono Taken from the Web Program Recorded July 27, 2026 in New YorkSupreme Court Update for Municipal Lawyers [00:01:30]This presentation will provide an update of recent decisions issued by the Supreme Court and a look ahead to the upcoming term. After completing this session, participants will be better able to:Understand the October Term 2025Focus on cases of significance for local government lawyersIncluding a look at First Amendment free-speech cases, Second Amendment gun-regulation cases, Fourth Amendment cases, civil procedure updates, and other key topicsLook ahead to October Term 2026Richard Dearing, Caroline S. Van ZileThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Supreme Court Update for Municipal Lawyers (May 8, 2026)Richard Dearing,Caroline S. Zile,Caroline S. Van ZilePresentation Material2. Supreme Court Term in Review (PowerPoint Slides)Richard Dearing, Caroline S. Van Zile Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 474930 474930 98 G3141 1:32:12 https://www.pli.edu/programs/municipal-law-institute/474931?tCode=WTC5_RSS01 Fourth Amendment Municipal law Government lawyers Public interest law and pro bono Taken from the Web Program Recorded July 27, 2026 in New YorkSupreme Court Update for Municipal Lawyers [00:01:30]This presentation will provide an update of recent decisions issued by the Supreme Court and a look ahead to the upcoming term. After completing this session, participants will be better able to:Understand the October Term 2025Focus on cases of significance for local government lawyersIncluding a look at First Amendment free-speech cases, Second Amendment gun-regulation cases, Fourth Amendment cases, civil procedure updates, and other key topicsLook ahead to October Term 2026Richard Dearing, Caroline S. Van ZileThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Supreme Court Update for Municipal Lawyers (May 8, 2026)Richard Dearing,Caroline S. Zile,Caroline S. Van ZilePresentation Material2. Supreme Court Term in Review (PowerPoint Slides)Richard Dearing, Caroline S. Van Zile Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 474931 474931 25 G3141 1:31:31 https://www.pli.edu/programs/municipal-law-institute/474925?tCode=WTC5_RSS01 Intellectual property Trademarks Municipal law Government lawyers Public interest law and pro bono Taken from the Web Program Recorded July 27, 2026 in New YorkIntellectual Property Rights and the Municipality [01:00:23]This presentation will provide an overview of IP work for a municipal lawyer and opportunities for municipalities. After completing this session, participants will be better able to:Consider reasons for the expansion of IP protection for municipal intellectual propertyIdentify scenarios where IP protective efforts could have benefits for municipalitiesAssess strategies for building up an IP enforcement unitReview the skills and roles for municipal IP lawyersIdentify potential partner departments and their attorneys who can collaborate with IP lawyersFocus on trademark and copyright enforcement goals and key issuesNick Jarcho, Gerald E. SingletonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Intellectual Property Basics for Municipal Attorneys (May 2026)Gerald E. Singleton,Nicholas JarchoPresentation Material4. Intellectual Property Law: Basics for Municipal Attorneys (PowerPoint Slides)Nicholas Jarcho, Gerald E. Singleton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 474925 474925 25 G3141 1:00:23 https://www.pli.edu/programs/municipal-law-institute/474923?tCode=WTC5_RSS01 Intellectual property Trademarks Municipal law Government lawyers Public interest law and pro bono Taken from the Web Program Recorded July 27, 2026 in New YorkIntellectual Property Rights and the Municipality [01:00:23]This presentation will provide an overview of IP work for a municipal lawyer and opportunities for municipalities. After completing this session, participants will be better able to:Consider reasons for the expansion of IP protection for municipal intellectual propertyIdentify scenarios where IP protective efforts could have benefits for municipalitiesAssess strategies for building up an IP enforcement unitReview the skills and roles for municipal IP lawyersIdentify potential partner departments and their attorneys who can collaborate with IP lawyersFocus on trademark and copyright enforcement goals and key issuesNick Jarcho, Gerald E. SingletonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Intellectual Property Basics for Municipal Attorneys (May 2026)Gerald E. Singleton,Nicholas JarchoPresentation Material4. Intellectual Property Law: Basics for Municipal Attorneys (PowerPoint Slides)Nicholas Jarcho, Gerald E. Singleton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 474923 474923 163 G3141 1:01:05 https://www.pli.edu/programs/municipal-law-institute/474924?tCode=WTC5_RSS01 Intellectual property Trademarks Municipal law Government lawyers Public interest law and pro bono Taken from the Web Program Recorded July 27, 2026 in New YorkIntellectual Property Rights and the Municipality [01:00:23]This presentation will provide an overview of IP work for a municipal lawyer and opportunities for municipalities. After completing this session, participants will be better able to:Consider reasons for the expansion of IP protection for municipal intellectual propertyIdentify scenarios where IP protective efforts could have benefits for municipalitiesAssess strategies for building up an IP enforcement unitReview the skills and roles for municipal IP lawyersIdentify potential partner departments and their attorneys who can collaborate with IP lawyersFocus on trademark and copyright enforcement goals and key issuesNick Jarcho, Gerald E. SingletonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Intellectual Property Basics for Municipal Attorneys (May 2026)Gerald E. Singleton,Nicholas JarchoPresentation Material4. Intellectual Property Law: Basics for Municipal Attorneys (PowerPoint Slides)Nicholas Jarcho, Gerald E. Singleton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 474924 474924 98 G3141 1:01:05 https://www.pli.edu/programs/municipal-law-institute/474926?tCode=WTC5_RSS01 Evidence Municipal law Government lawyers Technology Artificial intelligence Taken from the Web Program Recorded July 27, 2026 in New YorkNavigating Technology and AI Alterations: What Municipal Attorneys Need to Know [00:01:00]This presentation will provide an overview of what municipal lawyers, both litigators and transactional, need to know about how technology has evolved to create AI generated or altered content. From the integrity of evidence presented in legal proceedings to detection methods for identifying AI-generated content and cyber-threats, this session will address evolving technologies, the role of forensic examiners, cautions for lawyers about technology security, and more. After completing this session, participants will be better able to:Understand the technological capabilities of AI and the potential for deception by parties and cyber-criminals in various forms of media (e.g., photos, video, audio, data, and email)Review the ethical obligations of lawyers to navigate these challenges and to be aware of how technology can be used to assist your client, or to harm your clientFocus on the state of techniques for identifying the existence of technological alterations and cyber-threatsConsider scenarios where altered material can impact the work of municipal attorneys and impact the privacy rights of your clientsReview Federal Rule of Evidence 901(b)(2) and its application to examples of AI-generated contentReview detection tools and how forensic examiners can play a major role in helping legal practitioners identify technologically-manipulated contentBrian M. ChaseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating Technology and AI Alterations: What Municipal Attorneys Need to Know (May 2026)Brian M. ChasePresentation Material3. Truth or Tech – Navigating Technology and AI Alterations (PowerPoint Slides)Brian M. Chase Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 474926 474926 163 G3141 1:00:51 https://www.pli.edu/programs/municipal-law-institute/474927?tCode=WTC5_RSS01 Evidence Municipal law Government lawyers Technology Artificial intelligence Taken from the Web Program Recorded July 27, 2026 in New YorkNavigating Technology and AI Alterations: What Municipal Attorneys Need to Know [00:01:00]This presentation will provide an overview of what municipal lawyers, both litigators and transactional, need to know about how technology has evolved to create AI generated or altered content. From the integrity of evidence presented in legal proceedings to detection methods for identifying AI-generated content and cyber-threats, this session will address evolving technologies, the role of forensic examiners, cautions for lawyers about technology security, and more. After completing this session, participants will be better able to:Understand the technological capabilities of AI and the potential for deception by parties and cyber-criminals in various forms of media (e.g., photos, video, audio, data, and email)Review the ethical obligations of lawyers to navigate these challenges and to be aware of how technology can be used to assist your client, or to harm your clientFocus on the state of techniques for identifying the existence of technological alterations and cyber-threatsConsider scenarios where altered material can impact the work of municipal attorneys and impact the privacy rights of your clientsReview Federal Rule of Evidence 901(b)(2) and its application to examples of AI-generated contentReview detection tools and how forensic examiners can play a major role in helping legal practitioners identify technologically-manipulated contentBrian M. ChaseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating Technology and AI Alterations: What Municipal Attorneys Need to Know (May 2026)Brian M. ChasePresentation Material3. Truth or Tech – Navigating Technology and AI Alterations (PowerPoint Slides)Brian M. Chase Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 474927 474927 98 G3141 1:00:51 https://www.pli.edu/programs/municipal-law-institute/474928?tCode=WTC5_RSS01 Evidence Municipal law Government lawyers Technology Artificial intelligence Taken from the Web Program Recorded July 27, 2026 in New YorkNavigating Technology and AI Alterations: What Municipal Attorneys Need to Know [00:01:00]This presentation will provide an overview of what municipal lawyers, both litigators and transactional, need to know about how technology has evolved to create AI generated or altered content. From the integrity of evidence presented in legal proceedings to detection methods for identifying AI-generated content and cyber-threats, this session will address evolving technologies, the role of forensic examiners, cautions for lawyers about technology security, and more. After completing this session, participants will be better able to:Understand the technological capabilities of AI and the potential for deception by parties and cyber-criminals in various forms of media (e.g., photos, video, audio, data, and email)Review the ethical obligations of lawyers to navigate these challenges and to be aware of how technology can be used to assist your client, or to harm your clientFocus on the state of techniques for identifying the existence of technological alterations and cyber-threatsConsider scenarios where altered material can impact the work of municipal attorneys and impact the privacy rights of your clientsReview Federal Rule of Evidence 901(b)(2) and its application to examples of AI-generated contentReview detection tools and how forensic examiners can play a major role in helping legal practitioners identify technologically-manipulated contentBrian M. ChaseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating Technology and AI Alterations: What Municipal Attorneys Need to Know (May 2026)Brian M. ChasePresentation Material3. Truth or Tech – Navigating Technology and AI Alterations (PowerPoint Slides)Brian M. Chase Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 474928 474928 25 G3141 1:00:09 https://www.pli.edu/programs/municipal-law-institute/474922?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Professional conduct Municipal law Government lawyers Taken from the Web Program Recorded July 27, 2026 in New YorkChief Ethics Officers: Views and Advice for Municipal Attorneys [01:32:45]This presentation will review ethical issues that may arise for municipal lawyers. After completing this session, participants will be better able to:Understand where to find guidance about professional conduct rules and obligationsFocus on key ethical issues that can arise for municipal lawyersConsider the view from the Chief Ethics Officer’s office and how to work through ethical questionsReview ethical duties that can arise in select areas including AI and technological developmentsKaren Griffin, Erika StillabowerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Issues Government Lawyers Confront (Outline) (July 2026)Erika Stillabower,Karen GriffinPresentation Material5. Chief Ethics Officers: Views and Advice for Municipal Attorneys (PowerPoint Slides)Karen Griffin, Erika Stillabower Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 474922 474922 25 G3141 1:32:45 https://www.pli.edu/programs/municipal-law-institute/474921?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Professional conduct Municipal law Government lawyers Taken from the Web Program Recorded July 27, 2026 in New YorkChief Ethics Officers: Views and Advice for Municipal Attorneys [01:32:45]This presentation will review ethical issues that may arise for municipal lawyers. After completing this session, participants will be better able to:Understand where to find guidance about professional conduct rules and obligationsFocus on key ethical issues that can arise for municipal lawyersConsider the view from the Chief Ethics Officer’s office and how to work through ethical questionsReview ethical duties that can arise in select areas including AI and technological developmentsKaren Griffin, Erika StillabowerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Issues Government Lawyers Confront (Outline) (July 2026)Erika Stillabower,Karen GriffinPresentation Material5. Chief Ethics Officers: Views and Advice for Municipal Attorneys (PowerPoint Slides)Karen Griffin, Erika Stillabower Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 474921 474921 98 G3141 1:33:27 https://www.pli.edu/programs/municipal-law-institute/474920?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Professional conduct Municipal law Government lawyers Taken from the Web Program Recorded July 27, 2026 in New YorkChief Ethics Officers: Views and Advice for Municipal Attorneys [01:32:45]This presentation will review ethical issues that may arise for municipal lawyers. After completing this session, participants will be better able to:Understand where to find guidance about professional conduct rules and obligationsFocus on key ethical issues that can arise for municipal lawyersConsider the view from the Chief Ethics Officer’s office and how to work through ethical questionsReview ethical duties that can arise in select areas including AI and technological developmentsKaren Griffin, Erika StillabowerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Issues Government Lawyers Confront (Outline) (July 2026)Erika Stillabower,Karen GriffinPresentation Material5. Chief Ethics Officers: Views and Advice for Municipal Attorneys (PowerPoint Slides)Karen Griffin, Erika Stillabower Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 474920 474920 163 G3141 1:33:27 https://www.pli.edu/programs/crypto-law/444242?tCode=WTC5_RSS01 Cybersecurity and data protection Intellectual property Technology Cryptocurrencies The cryptocurrency (“cypto”) industry is experiencing record adoption and growing interest from traditional finance, technology, and AI market participants, all in the face of an expected sea change in US regulatory posture and the accelerating pace of new international regulatory regimes. Thought-leaders across the crypto industry will come together to discuss legal trends, predictions, and best practices. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444242 444242 32 G3786 6:20:00 https://www.pli.edu/programs/drafting-a-defensible-insurance-coverage-letter-best-practices-for-insurers-and-coverage-counsel/462866?tCode=WTC5_RSS01 Insurance coverage Practice skills (Insurance) Regulation, compliance, and enforcement (Insurance) Insurance litigation Practice skills (Litigation) Coverage letters are often the most important, and most litigated, documents in the life of an insurance claim. This program provides a practical roadmap for drafting coverage letters that clearly articulate the insurer's position, comply with regulatory requirements, preserve defenses, and withstand judicial scrutiny. Designed for both insurance professionals and coverage attorneys, the program draws on real-world claims handling experience and case law from multiple jurisdictions to address common pitfalls that lead to waiver, estoppel, and bad faith exposure. Attendees will learn how to conduct a thorough coverage analysis, from insuring agreements through exclusions, conditions, and endorsements, and how to produce clear, persuasive, and defensible coverage correspondence that serves both the insurer's interests and the insured's right to a good-faith coverage determination.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462866 462866 104 G5764 1:00:28 https://www.pli.edu/programs/drafting-a-defensible-insurance-coverage-letter-best-practices-for-insurers-and-coverage-counsel/468800?tCode=WTC5_RSS01 Insurance coverage Practice skills (Insurance) Regulation, compliance, and enforcement (Insurance) Insurance litigation Practice skills (Litigation) Coverage letters are often the most important, and most litigated, documents in the life of an insurance claim. This program provides a practical roadmap for drafting coverage letters that clearly articulate the insurer's position, comply with regulatory requirements, preserve defenses, and withstand judicial scrutiny. Designed for both insurance professionals and coverage attorneys, the program draws on real-world claims handling experience and case law from multiple jurisdictions to address common pitfalls that lead to waiver, estoppel, and bad faith exposure. Attendees will learn how to conduct a thorough coverage analysis, from insuring agreements through exclusions, conditions, and endorsements, and how to produce clear, persuasive, and defensible coverage correspondence that serves both the insurer's interests and the insured's right to a good-faith coverage determination.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468800 468800 98 G5764 1:01:09 https://www.pli.edu/programs/drafting-a-defensible-insurance-coverage-letter-best-practices-for-insurers-and-coverage-counsel/468799?tCode=WTC5_RSS01 Insurance coverage Practice skills (Insurance) Regulation, compliance, and enforcement (Insurance) Insurance litigation Practice skills (Litigation) Coverage letters are often the most important, and most litigated, documents in the life of an insurance claim. This program provides a practical roadmap for drafting coverage letters that clearly articulate the insurer's position, comply with regulatory requirements, preserve defenses, and withstand judicial scrutiny. Designed for both insurance professionals and coverage attorneys, the program draws on real-world claims handling experience and case law from multiple jurisdictions to address common pitfalls that lead to waiver, estoppel, and bad faith exposure. Attendees will learn how to conduct a thorough coverage analysis, from insuring agreements through exclusions, conditions, and endorsements, and how to produce clear, persuasive, and defensible coverage correspondence that serves both the insurer's interests and the insured's right to a good-faith coverage determination.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468799 468799 163 G5764 1:01:09 https://www.pli.edu/programs/internal-investigations/441775?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Join our expert faculty to review the fundamentals of conducting an effective and efficient investigation using a real-world hypothetical with animated video to bring the story to life. Leave the program with a better understanding of how to handle investigations successfully for your clients or company. From commencement to conclusion, lawyers face numerous issues when conducting an internal investigation. Allegations by a whistleblower, ethical dilemmas, and managing the costs of an investigation are just some of the challenges that may arise. Companies and their counsel must anticipate potential risks and quickly resolve all issues before, during, and after the investigation. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441775 441775 32 G3165 4:30:11 https://www.pli.edu/programs/internal-investigations/441779?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Join our expert faculty to review the fundamentals of conducting an effective and efficient investigation using a real-world hypothetical with animated video to bring the story to life. Leave the program with a better understanding of how to handle investigations successfully for your clients or company. From commencement to conclusion, lawyers face numerous issues when conducting an internal investigation. Allegations by a whistleblower, ethical dilemmas, and managing the costs of an investigation are just some of the challenges that may arise. Companies and their counsel must anticipate potential risks and quickly resolve all issues before, during, and after the investigation. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441779 441779 32 G3165 5:57:54 https://www.pli.edu/programs/childrens-law-institute/468395?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 24, 2026 in New YorkYouth Part Basics: Jurisdiction, Retention, and Removal in Practice [00:00:30]This session will provide foundational context for understanding the Youth Part and its role in addressing eligible youth cases.After attending this session, participants will be able to:Understand the establishment of the Youth PartIdentify the jurisdiction of the Youth PartExplain the standard by which cases are either retained in the Youth Part or removed to Family CourtHon. Keith BrownPresentation MaterialYouth Part Basics: Jurisdiction, Retention, and Removal in PracticeHon. Keith E. Brown Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468395 468395 98 G3132 1:30:32 https://www.pli.edu/programs/childrens-law-institute/468397?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 24, 2026 in New YorkYouth Part Basics: Jurisdiction, Retention, and Removal in Practice [00:00:30]This session will provide foundational context for understanding the Youth Part and its role in addressing eligible youth cases.After attending this session, participants will be able to:Understand the establishment of the Youth PartIdentify the jurisdiction of the Youth PartExplain the standard by which cases are either retained in the Youth Part or removed to Family CourtHon. Keith BrownPresentation MaterialYouth Part Basics: Jurisdiction, Retention, and Removal in PracticeHon. Keith E. Brown Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468397 468397 163 G3132 1:30:32 https://www.pli.edu/programs/childrens-law-institute/468396?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 24, 2026 in New YorkYouth Part Basics: Jurisdiction, Retention, and Removal in Practice [00:00:30]This session will provide foundational context for understanding the Youth Part and its role in addressing eligible youth cases.After attending this session, participants will be able to:Understand the establishment of the Youth PartIdentify the jurisdiction of the Youth PartExplain the standard by which cases are either retained in the Youth Part or removed to Family CourtHon. Keith BrownPresentation MaterialYouth Part Basics: Jurisdiction, Retention, and Removal in PracticeHon. Keith E. Brown Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468396 468396 25 G3132 1:29:50 https://www.pli.edu/programs/childrens-law-institute/468394?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 24, 2026 in New YorkLegal Updates in Child Welfare and Juvenile Justice Law [00:01:30]This session will review recent case law relevant to Family Court practitioners. After completing this session, participants will be able to:Summarize recent case law in neglect/abuse, custody, and termination of parental rights casesUnderstand important legislative, regulatory, and administrative developments impacting juvenile delinquency proceedingsRandy A. Hertz, Emily S. WallPresentation MaterialLegal Updates in Child Welfare and Juvenile Justice Law PowerPointEmily S. Wall Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468394 468394 163 G3132 1:38:21 https://www.pli.edu/programs/childrens-law-institute/468392?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 24, 2026 in New YorkLegal Updates in Child Welfare and Juvenile Justice Law [00:01:30]This session will review recent case law relevant to Family Court practitioners. After completing this session, participants will be able to:Summarize recent case law in neglect/abuse, custody, and termination of parental rights casesUnderstand important legislative, regulatory, and administrative developments impacting juvenile delinquency proceedingsRandy A. Hertz, Emily S. WallPresentation MaterialLegal Updates in Child Welfare and Juvenile Justice Law PowerPointEmily S. Wall Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468392 468392 98 G3132 1:38:21 https://www.pli.edu/programs/childrens-law-institute/468393?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 24, 2026 in New YorkLegal Updates in Child Welfare and Juvenile Justice Law [00:01:30]This session will review recent case law relevant to Family Court practitioners. After completing this session, participants will be able to:Summarize recent case law in neglect/abuse, custody, and termination of parental rights casesUnderstand important legislative, regulatory, and administrative developments impacting juvenile delinquency proceedingsRandy A. Hertz, Emily S. WallPresentation MaterialLegal Updates in Child Welfare and Juvenile Justice Law PowerPointEmily S. Wall Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468393 468393 25 G3132 1:37:38 https://www.pli.edu/programs/childrens-law-institute/468390?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 24, 2026 in New YorkSchool Stability for Foster Care Youth [00:01:00]This session will examine how federal law addresses school stability for students in foster care when remaining in the school of origin is in the child’s best interest. After completing this session, participants will be able to:Identify the federal statutes, regulations, and guidance governing school stability for students in foster care.Compare the responsibilities of child welfare agencies and local education agencies in supporting school stability.Evaluate best practices and key factors used in making best-interest determinations.Analyze how states have codified school-stability protections in statute and policy.Explain the roles of state and local points of contact in implementing school-stability requirements.Discuss the role of the judiciary in reviewing best-interest determinations.Melinda Andra, Kathleen Hoskins, Alexandra RapisardaPresentation MaterialSchool Stability for Foster Care Youth PowerPointMelinda Andra, Kathleen Hoskins, Alexandra Rapisarda Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468390 468390 163 G3132 1:00:20 https://www.pli.edu/programs/childrens-law-institute/468388?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 24, 2026 in New YorkSchool Stability for Foster Care Youth [00:01:00]This session will examine how federal law addresses school stability for students in foster care when remaining in the school of origin is in the child’s best interest. After completing this session, participants will be able to:Identify the federal statutes, regulations, and guidance governing school stability for students in foster care.Compare the responsibilities of child welfare agencies and local education agencies in supporting school stability.Evaluate best practices and key factors used in making best-interest determinations.Analyze how states have codified school-stability protections in statute and policy.Explain the roles of state and local points of contact in implementing school-stability requirements.Discuss the role of the judiciary in reviewing best-interest determinations.Melinda Andra, Kathleen Hoskins, Alexandra RapisardaPresentation MaterialSchool Stability for Foster Care Youth PowerPointMelinda Andra, Kathleen Hoskins, Alexandra Rapisarda Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468388 468388 98 G3132 1:00:20 https://www.pli.edu/programs/childrens-law-institute/468389?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 24, 2026 in New YorkSchool Stability for Foster Care Youth [00:01:00]This session will examine how federal law addresses school stability for students in foster care when remaining in the school of origin is in the child’s best interest. After completing this session, participants will be able to:Identify the federal statutes, regulations, and guidance governing school stability for students in foster care.Compare the responsibilities of child welfare agencies and local education agencies in supporting school stability.Evaluate best practices and key factors used in making best-interest determinations.Analyze how states have codified school-stability protections in statute and policy.Explain the roles of state and local points of contact in implementing school-stability requirements.Discuss the role of the judiciary in reviewing best-interest determinations.Melinda Andra, Kathleen Hoskins, Alexandra RapisardaPresentation MaterialSchool Stability for Foster Care Youth PowerPointMelinda Andra, Kathleen Hoskins, Alexandra Rapisarda Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468389 468389 25 G3132 0:59:38 https://www.pli.edu/programs/childrens-law-institute/468400?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 24, 2026 in New YorkHow to Handle Ethical Violations Committed by Others [00:01:00]This session will examine the ethical obligations attorneys face when they become aware of misconduct, fraud, dishonesty, or other ethical violations committed by colleagues, opposing counsel, or other individuals, including reporting duties, supervisory responsibilities, and the practical challenges that arise when they are not the primary wrongdoer but may nevertheless face professional or ethical exposure.After completing this session, participants will be able to:Understand the specific Rules of Professional Conduct that may be implicated when another individual engages in unethical or unlawful conductIdentify circumstances that may create personal ethical exposure despite not being the primary bad actorAnalyze case law and ethics opinions involving ethical violations committed by other individualsAssess obligations related to supervision and oversight within legal practice settingsReview hypothetical scenarios involving ethical misconduct to evaluate appropriate attorney responses under the Rules of Professional ConductThomas Caruso, Wendell Cruz, Manju SunnyPresentation MaterialHow to Handle Ethical Violations Committed by Others PowerPointThomas Caruso, Wendell Cruz, Manju SunnyHastings Law Journal HandoutThomas Caruso, Wendell Cruz, Manju Sunny Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468400 468400 163 G3132 1:03:22 https://www.pli.edu/programs/childrens-law-institute/468399?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 24, 2026 in New YorkHow to Handle Ethical Violations Committed by Others [00:01:00]This session will examine the ethical obligations attorneys face when they become aware of misconduct, fraud, dishonesty, or other ethical violations committed by colleagues, opposing counsel, or other individuals, including reporting duties, supervisory responsibilities, and the practical challenges that arise when they are not the primary wrongdoer but may nevertheless face professional or ethical exposure.After completing this session, participants will be able to:Understand the specific Rules of Professional Conduct that may be implicated when another individual engages in unethical or unlawful conductIdentify circumstances that may create personal ethical exposure despite not being the primary bad actorAnalyze case law and ethics opinions involving ethical violations committed by other individualsAssess obligations related to supervision and oversight within legal practice settingsReview hypothetical scenarios involving ethical misconduct to evaluate appropriate attorney responses under the Rules of Professional ConductThomas Caruso, Wendell Cruz, Manju SunnyPresentation MaterialHow to Handle Ethical Violations Committed by Others PowerPointThomas Caruso, Wendell Cruz, Manju SunnyHastings Law Journal HandoutThomas Caruso, Wendell Cruz, Manju Sunny Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468399 468399 25 G3132 1:02:40 https://www.pli.edu/programs/childrens-law-institute/468398?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 24, 2026 in New YorkHow to Handle Ethical Violations Committed by Others [00:01:00]This session will examine the ethical obligations attorneys face when they become aware of misconduct, fraud, dishonesty, or other ethical violations committed by colleagues, opposing counsel, or other individuals, including reporting duties, supervisory responsibilities, and the practical challenges that arise when they are not the primary wrongdoer but may nevertheless face professional or ethical exposure.After completing this session, participants will be able to:Understand the specific Rules of Professional Conduct that may be implicated when another individual engages in unethical or unlawful conductIdentify circumstances that may create personal ethical exposure despite not being the primary bad actorAnalyze case law and ethics opinions involving ethical violations committed by other individualsAssess obligations related to supervision and oversight within legal practice settingsReview hypothetical scenarios involving ethical misconduct to evaluate appropriate attorney responses under the Rules of Professional ConductThomas Caruso, Wendell Cruz, Manju SunnyPresentation MaterialHow to Handle Ethical Violations Committed by Others PowerPointThomas Caruso, Wendell Cruz, Manju SunnyHastings Law Journal HandoutThomas Caruso, Wendell Cruz, Manju Sunny Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468398 468398 98 G3132 1:03:23 https://www.pli.edu/programs/california-workers-comp-101/471331?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 24, 2026 in San FranciscoCalifornia Workers’ Compensation 101 [01:07:15]Participants will gain insight into the following topics:System Overview & Core Definitions- What workers’ compensation is, what it is not, and the foundational terminology used throughout the system.Benefits Snapshot- Temporary disability, permanent disability, medical treatment, death benefits, and statutory caps.Initial Claim Handling- Notice and knowledge, issuing the DWC-1, the 14-day accept/delay/deny window, and the $10,000 medical treatment obligation.The 90-Day Investigation Period- What must be gathered, how to document it, and how to evaluate compensability.Presumption of Compensability- When it attaches, what triggers it, and what evidence can rebut it.Common Defenses- AOE/COE, coming-and-going, recreational activities, intoxication, self-inflicted injury, horseplay, and post-termination claims.Donald E. Applegate III, Lindsay WagenmanPresentation MaterialCalifornia Workers’ Compensation 101Donald E. Applegate III, Lindsay WagenmanDWC FAQs For EmployersDonald E. Applegate III, Lindsay WagenmanDWC Workers' Compensation BenefitsDonald E. Applegate III, Lindsay Wagenman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 471331 471331 25 G5805 1:07:15 https://www.pli.edu/programs/california-workers-comp-101/471330?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 24, 2026 in San FranciscoCalifornia Workers’ Compensation 101 [01:07:15]Participants will gain insight into the following topics:System Overview & Core Definitions- What workers’ compensation is, what it is not, and the foundational terminology used throughout the system.Benefits Snapshot- Temporary disability, permanent disability, medical treatment, death benefits, and statutory caps.Initial Claim Handling- Notice and knowledge, issuing the DWC-1, the 14-day accept/delay/deny window, and the $10,000 medical treatment obligation.The 90-Day Investigation Period- What must be gathered, how to document it, and how to evaluate compensability.Presumption of Compensability- When it attaches, what triggers it, and what evidence can rebut it.Common Defenses- AOE/COE, coming-and-going, recreational activities, intoxication, self-inflicted injury, horseplay, and post-termination claims.Donald E. Applegate III, Lindsay WagenmanPresentation MaterialCalifornia Workers’ Compensation 101Donald E. Applegate III, Lindsay WagenmanDWC FAQs For EmployersDonald E. Applegate III, Lindsay WagenmanDWC Workers' Compensation BenefitsDonald E. Applegate III, Lindsay Wagenman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 471330 471330 163 G5805 1:07:57 https://www.pli.edu/programs/building-smarter-controlling-project-schedules-and-delays-in-education-and-campus-development-projects/462608?tCode=WTC5_RSS01 Education Real estate construction Construction contracts Real estate contracts In the preparation and negotiation of construction management agreements there is often a tension between the owner and construction manager as to contractual provisions which may be more beneficial to one or the other. This program, presented by experienced construction attorneys and an owner’s representative, will provide practical advice for owners and their advisors in preparing and negotiating construction management agreements, with an emphasis on having a completed project be delivered on time through carefully crafted contractual provisions. The discussion will also examine potential claims for delays and some of the nuances of a construction project for an educational institution.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462608 462608 104 G5759 1:00:40 https://www.pli.edu/programs/building-smarter-controlling-project-schedules-and-delays-in-education-and-campus-development-projects/468798?tCode=WTC5_RSS01 Education Real estate construction Construction contracts Real estate contracts In the preparation and negotiation of construction management agreements there is often a tension between the owner and construction manager as to contractual provisions which may be more beneficial to one or the other. This program, presented by experienced construction attorneys and an owner’s representative, will provide practical advice for owners and their advisors in preparing and negotiating construction management agreements, with an emphasis on having a completed project be delivered on time through carefully crafted contractual provisions. The discussion will also examine potential claims for delays and some of the nuances of a construction project for an educational institution.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468798 468798 98 G5759 1:01:22 https://www.pli.edu/programs/building-smarter-controlling-project-schedules-and-delays-in-education-and-campus-development-projects/468797?tCode=WTC5_RSS01 Education Real estate construction Construction contracts Real estate contracts In the preparation and negotiation of construction management agreements there is often a tension between the owner and construction manager as to contractual provisions which may be more beneficial to one or the other. This program, presented by experienced construction attorneys and an owner’s representative, will provide practical advice for owners and their advisors in preparing and negotiating construction management agreements, with an emphasis on having a completed project be delivered on time through carefully crafted contractual provisions. The discussion will also examine potential claims for delays and some of the nuances of a construction project for an educational institution.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468797 468797 163 G5759 1:01:22 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/444139?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Our stellar faculty of international dealmakers will analyze the latest legal and business trends in key global markets in Asia, EMEA, and Latin America. The program provides a comprehensive overview of the most pressing legal and business issues involved in international deal making. Attorneys and other professionals in the field will benefit from the insights offered by a strong, international faculty, who will draw on decades of combined experience to share the best practices and most effective strategies they have learned and successfully employed. This program will bring together dozens of leading attorneys with global expertise, providing an excellent networking opportunity in addition to an unmatched learning experience. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444139 444139 32 G3164 6:10:37 https://www.pli.edu/programs/understanding-the-securities-laws/441513?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) This two-day program is tailored to provide an introduction of the U.S. securities laws and the fundamentals of securities laws practice, as well as to give pragmatic guidance for securities lawyers practicing in today’s public and private securities markets. Our faculty of experts will not only dive into the Securities Act of 1933 and the Securities Exchange Act of 1934 but will address the regulatory basis for the governing rules and balance the discussion with real-world best practices. Panels will also discuss issues related to SEC reporting, regulatory changes and rule proposals, and how the securities laws apply to mergers, acquisitions, and other corporate transactions.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441513 441513 32 G3236 11:57:59 https://www.pli.edu/programs/defending-immigration-removal-proceedings/473906?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Immigration and naturalization Removal proceedings (Immigration and naturalization) Public interest law and pro bono Taken from the Web Program Recorded July 23, 2026 in New YorkEthical Issues and Immigration Law [00:01:00]This presentation will discuss attorney ethical issues that can arise in immigration matters. After completing this session, participants will be able to:Focus on select ethical issues including the following:Client communication obligationsImportance of confidentialityPotential conflicts and actual conflictsLozada (ineffective assistance of counsel) claimsRecognize best practices when ethical issues arise in removal representationKenneth Craig Dobson, Cyrus D. MehtaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kenneth Craig Dobson, Susan Church, and Bryon M. Large, Practical and Ethical Considerations in Detention Cases (November 16, 2020)Kenneth Craig DobsonAILA Rule of Law Task Force, A Practical Overview of the Attorney Discipline Process at EOIR and DHS (August 14, 2025)Cyrus D. MehtaNavigating Conflicts of Interest In H-1B Worker Terminations (September 3, 2025)Cyrus D. MehtaCyrus D. Mehta and Kaitlyn Box, Reappraisal of the Encouragement Provision as Interpreted in United States v. Hansen under Trump’s Immigration Policies (November 11, 2025)Cyrus D. MehtaPresentation Material3. Ethical Issues and Immigration Law (PowerPoint Slides)Kenneth Craig Dobson, Cyrus D. Mehta Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473906 473906 163 G3134 1:00:55 https://www.pli.edu/programs/defending-immigration-removal-proceedings/473905?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Immigration and naturalization Removal proceedings (Immigration and naturalization) Public interest law and pro bono Taken from the Web Program Recorded July 23, 2026 in New YorkEthical Issues and Immigration Law [00:01:00]This presentation will discuss attorney ethical issues that can arise in immigration matters. After completing this session, participants will be able to:Focus on select ethical issues including the following:Client communication obligationsImportance of confidentialityPotential conflicts and actual conflictsLozada (ineffective assistance of counsel) claimsRecognize best practices when ethical issues arise in removal representationKenneth Craig Dobson, Cyrus D. MehtaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kenneth Craig Dobson, Susan Church, and Bryon M. Large, Practical and Ethical Considerations in Detention Cases (November 16, 2020)Kenneth Craig DobsonAILA Rule of Law Task Force, A Practical Overview of the Attorney Discipline Process at EOIR and DHS (August 14, 2025)Cyrus D. MehtaNavigating Conflicts of Interest In H-1B Worker Terminations (September 3, 2025)Cyrus D. MehtaCyrus D. Mehta and Kaitlyn Box, Reappraisal of the Encouragement Provision as Interpreted in United States v. Hansen under Trump’s Immigration Policies (November 11, 2025)Cyrus D. MehtaPresentation Material3. Ethical Issues and Immigration Law (PowerPoint Slides)Kenneth Craig Dobson, Cyrus D. Mehta Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473905 473905 25 G3134 1:00:13 https://www.pli.edu/programs/defending-immigration-removal-proceedings/473904?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Immigration and naturalization Removal proceedings (Immigration and naturalization) Public interest law and pro bono Taken from the Web Program Recorded July 23, 2026 in New YorkEthical Issues and Immigration Law [00:01:00]This presentation will discuss attorney ethical issues that can arise in immigration matters. After completing this session, participants will be able to:Focus on select ethical issues including the following:Client communication obligationsImportance of confidentialityPotential conflicts and actual conflictsLozada (ineffective assistance of counsel) claimsRecognize best practices when ethical issues arise in removal representationKenneth Craig Dobson, Cyrus D. MehtaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kenneth Craig Dobson, Susan Church, and Bryon M. Large, Practical and Ethical Considerations in Detention Cases (November 16, 2020)Kenneth Craig DobsonAILA Rule of Law Task Force, A Practical Overview of the Attorney Discipline Process at EOIR and DHS (August 14, 2025)Cyrus D. MehtaNavigating Conflicts of Interest In H-1B Worker Terminations (September 3, 2025)Cyrus D. MehtaCyrus D. Mehta and Kaitlyn Box, Reappraisal of the Encouragement Provision as Interpreted in United States v. Hansen under Trump’s Immigration Policies (November 11, 2025)Cyrus D. MehtaPresentation Material3. Ethical Issues and Immigration Law (PowerPoint Slides)Kenneth Craig Dobson, Cyrus D. Mehta Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473904 473904 98 G3134 1:00:55 https://www.pli.edu/programs/defending-immigration-removal-proceedings/473898?tCode=WTC5_RSS01 Immigration and naturalization Removal proceedings (Immigration and naturalization) Immigration detention Public interest law and pro bono Taken from the Web Program Recorded July 23, 2026 in New YorkImmigration: Detention Representation [00:01:30]This presentation will address practical strategies for representing detained clients and clients at risk of detention. After completing this session, participants will be better able to:Understand the role of a risk analysisBe prepared for client detention and next stepsUnderstand how to determine if a final order of removal has been issuedRecognize the role of motions to reopen and other types of post-order reliefPrepare a motion to reopen, understanding the nuts and boltsReview stays of removal (standards, emergency stays with the Board, etc.)Represent clients in bond hearingsPrepare Habeas petitionsUnderstand best practices for communicating with detained clientsPaige Austin, Melissa Chua, Andrea SáenzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Post Order Relief and Stays of Removal (May 2026)Paige Austin,Melissa Lim Chua,Andrea SáenzPresentation Material5. Detention Representation (PowerPoint Slides)Paige Austin, Melissa Chua, Andrea Sáenz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473898 473898 98 G3134 1:31:01 https://www.pli.edu/programs/defending-immigration-removal-proceedings/473900?tCode=WTC5_RSS01 Immigration and naturalization Removal proceedings (Immigration and naturalization) Immigration detention Public interest law and pro bono Taken from the Web Program Recorded July 23, 2026 in New YorkImmigration: Detention Representation [00:01:30]This presentation will address practical strategies for representing detained clients and clients at risk of detention. After completing this session, participants will be better able to:Understand the role of a risk analysisBe prepared for client detention and next stepsUnderstand how to determine if a final order of removal has been issuedRecognize the role of motions to reopen and other types of post-order reliefPrepare a motion to reopen, understanding the nuts and boltsReview stays of removal (standards, emergency stays with the Board, etc.)Represent clients in bond hearingsPrepare Habeas petitionsUnderstand best practices for communicating with detained clientsPaige Austin, Melissa Chua, Andrea SáenzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Post Order Relief and Stays of Removal (May 2026)Paige Austin,Melissa Lim Chua,Andrea SáenzPresentation Material5. Detention Representation (PowerPoint Slides)Paige Austin, Melissa Chua, Andrea Sáenz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473900 473900 163 G3134 1:31:01 https://www.pli.edu/programs/defending-immigration-removal-proceedings/473899?tCode=WTC5_RSS01 Immigration and naturalization Removal proceedings (Immigration and naturalization) Immigration detention Public interest law and pro bono Taken from the Web Program Recorded July 23, 2026 in New YorkImmigration: Detention Representation [00:01:30]This presentation will address practical strategies for representing detained clients and clients at risk of detention. After completing this session, participants will be better able to:Understand the role of a risk analysisBe prepared for client detention and next stepsUnderstand how to determine if a final order of removal has been issuedRecognize the role of motions to reopen and other types of post-order reliefPrepare a motion to reopen, understanding the nuts and boltsReview stays of removal (standards, emergency stays with the Board, etc.)Represent clients in bond hearingsPrepare Habeas petitionsUnderstand best practices for communicating with detained clientsPaige Austin, Melissa Chua, Andrea SáenzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Post Order Relief and Stays of Removal (May 2026)Paige Austin,Melissa Lim Chua,Andrea SáenzPresentation Material5. Detention Representation (PowerPoint Slides)Paige Austin, Melissa Chua, Andrea Sáenz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473899 473899 25 G3134 1:30:20 https://www.pli.edu/programs/defending-immigration-removal-proceedings/473910?tCode=WTC5_RSS01 Immigration and naturalization Asylum status Removal proceedings (Immigration and naturalization) Public interest law and pro bono Taken from the Web Program Recorded July 23, 2026 in New YorkImmigration: Removal Proceedings, Asylum Fundamentals, and Current Developments [00:01:15]This presentation will provide an overview of removal proceedings and a discussion of asylum relief. Faculty will address fundamentals and recent developments in law and practice. After completing this session, participants will be able to:Understand the basics of removal proceedingsUnderstand how asylum comes up in removal proceedingsReview the basic elements as provided under the Immigration and Nationality Act (INA) and case lawFocus on the obstacles that surface most frequently for applicants in removal proceedingsDistinguish the Convention Against Torture (CAT) from asylum and withholding of removalFocus on recent developmentsBarbara Camacho, Rachel Jordan, Maria NavarroThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Removal Proceedings, Asylum Fundamentals & Recent Developments (May 2026)Rachel Jordan,Maria E. Navarro,Barbara CamachoIntroduction to Removal Proceedings (May 2026)Rachel Jordan,Maria E. Navarro,Barbara CamachoPresentation Material1. Removal Proceedings, Asylum Fundamentals, & Recent Developments (PowerPoint Slides)Barbara Camacho, Rachel Jordan, Maria E. Navarro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473910 473910 98 G3134 1:17:22 https://www.pli.edu/programs/defending-immigration-removal-proceedings/473912?tCode=WTC5_RSS01 Immigration and naturalization Asylum status Removal proceedings (Immigration and naturalization) Public interest law and pro bono Taken from the Web Program Recorded July 23, 2026 in New YorkImmigration: Removal Proceedings, Asylum Fundamentals, and Current Developments [00:01:15]This presentation will provide an overview of removal proceedings and a discussion of asylum relief. Faculty will address fundamentals and recent developments in law and practice. After completing this session, participants will be able to:Understand the basics of removal proceedingsUnderstand how asylum comes up in removal proceedingsReview the basic elements as provided under the Immigration and Nationality Act (INA) and case lawFocus on the obstacles that surface most frequently for applicants in removal proceedingsDistinguish the Convention Against Torture (CAT) from asylum and withholding of removalFocus on recent developmentsBarbara Camacho, Rachel Jordan, Maria NavarroThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Removal Proceedings, Asylum Fundamentals & Recent Developments (May 2026)Rachel Jordan,Maria E. Navarro,Barbara CamachoIntroduction to Removal Proceedings (May 2026)Rachel Jordan,Maria E. Navarro,Barbara CamachoPresentation Material1. Removal Proceedings, Asylum Fundamentals, & Recent Developments (PowerPoint Slides)Barbara Camacho, Rachel Jordan, Maria E. Navarro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473912 473912 163 G3134 1:17:22 https://www.pli.edu/programs/defending-immigration-removal-proceedings/473911?tCode=WTC5_RSS01 Immigration and naturalization Asylum status Removal proceedings (Immigration and naturalization) Public interest law and pro bono Taken from the Web Program Recorded July 23, 2026 in New YorkImmigration: Removal Proceedings, Asylum Fundamentals, and Current Developments [00:01:15]This presentation will provide an overview of removal proceedings and a discussion of asylum relief. Faculty will address fundamentals and recent developments in law and practice. After completing this session, participants will be able to:Understand the basics of removal proceedingsUnderstand how asylum comes up in removal proceedingsReview the basic elements as provided under the Immigration and Nationality Act (INA) and case lawFocus on the obstacles that surface most frequently for applicants in removal proceedingsDistinguish the Convention Against Torture (CAT) from asylum and withholding of removalFocus on recent developmentsBarbara Camacho, Rachel Jordan, Maria NavarroThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Removal Proceedings, Asylum Fundamentals & Recent Developments (May 2026)Rachel Jordan,Maria E. Navarro,Barbara CamachoIntroduction to Removal Proceedings (May 2026)Rachel Jordan,Maria E. Navarro,Barbara CamachoPresentation Material1. Removal Proceedings, Asylum Fundamentals, & Recent Developments (PowerPoint Slides)Barbara Camacho, Rachel Jordan, Maria E. Navarro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473911 473911 25 G3134 1:16:40 https://www.pli.edu/programs/defending-immigration-removal-proceedings/473909?tCode=WTC5_RSS01 Immigration and naturalization Removal proceedings (Immigration and naturalization) SIJS Vulnerable populations Public interest law and pro bono Taken from the Web Program Recorded July 23, 2026 in New YorkImmigration: Representing Children Facing Removal Proceedings [00:01:00]This presentation will focus on children and young people and forms of relief available to those in removal proceedings. After completing this session, participants will be better able to:Review select relief that may be available to young people including Special Immigrant Juvenile Status (SIJS), and U and T visasIdentify developments in policy and processes and evolving practical challengesExamine client-centered approaches to communicating with young people about family separation, decision-making, and moreConsider strategies for presenting and preserving a comprehensive record in youth representationLana Homeri, Maya Jacob, Cristina RomeroThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Lana Homeri and Maya Jacob, Representing Noncitizen Juvenile Victims of Crime in Removal Proceedings (Updated May 2026)Lana Homeri,Maya JacobReferences for SIJS Practitioners (Updated May 12, 2026)Cristina RomeroGuardianship & SIJS Filing Checklist (Updated May 2026)Cristina RomeroPresentation Material2. Immigration: Representing Children Facing Removal Proceedings (PowerPoint Slides)Lana Homeri, Maya Jacob, Cristina Romero Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473909 473909 163 G3134 1:03:42 https://www.pli.edu/programs/defending-immigration-removal-proceedings/473908?tCode=WTC5_RSS01 Immigration and naturalization Removal proceedings (Immigration and naturalization) SIJS Vulnerable populations Public interest law and pro bono Taken from the Web Program Recorded July 23, 2026 in New YorkImmigration: Representing Children Facing Removal Proceedings [00:01:00]This presentation will focus on children and young people and forms of relief available to those in removal proceedings. After completing this session, participants will be better able to:Review select relief that may be available to young people including Special Immigrant Juvenile Status (SIJS), and U and T visasIdentify developments in policy and processes and evolving practical challengesExamine client-centered approaches to communicating with young people about family separation, decision-making, and moreConsider strategies for presenting and preserving a comprehensive record in youth representationLana Homeri, Maya Jacob, Cristina RomeroThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Lana Homeri and Maya Jacob, Representing Noncitizen Juvenile Victims of Crime in Removal Proceedings (Updated May 2026)Lana Homeri,Maya JacobReferences for SIJS Practitioners (Updated May 12, 2026)Cristina RomeroGuardianship & SIJS Filing Checklist (Updated May 2026)Cristina RomeroPresentation Material2. Immigration: Representing Children Facing Removal Proceedings (PowerPoint Slides)Lana Homeri, Maya Jacob, Cristina Romero Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473908 473908 25 G3134 1:03:01 https://www.pli.edu/programs/defending-immigration-removal-proceedings/473907?tCode=WTC5_RSS01 Immigration and naturalization Removal proceedings (Immigration and naturalization) SIJS Vulnerable populations Public interest law and pro bono Taken from the Web Program Recorded July 23, 2026 in New YorkImmigration: Representing Children Facing Removal Proceedings [00:01:00]This presentation will focus on children and young people and forms of relief available to those in removal proceedings. After completing this session, participants will be better able to:Review select relief that may be available to young people including Special Immigrant Juvenile Status (SIJS), and U and T visasIdentify developments in policy and processes and evolving practical challengesExamine client-centered approaches to communicating with young people about family separation, decision-making, and moreConsider strategies for presenting and preserving a comprehensive record in youth representationLana Homeri, Maya Jacob, Cristina RomeroThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Lana Homeri and Maya Jacob, Representing Noncitizen Juvenile Victims of Crime in Removal Proceedings (Updated May 2026)Lana Homeri,Maya JacobReferences for SIJS Practitioners (Updated May 12, 2026)Cristina RomeroGuardianship & SIJS Filing Checklist (Updated May 2026)Cristina RomeroPresentation Material2. Immigration: Representing Children Facing Removal Proceedings (PowerPoint Slides)Lana Homeri, Maya Jacob, Cristina Romero Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473907 473907 98 G3134 1:03:42 https://www.pli.edu/programs/defending-immigration-removal-proceedings/473901?tCode=WTC5_RSS01 Immigration and naturalization Inadmissibility (Immigration and naturalization) Cancellation of removal (Immigration and naturalization) Removal proceedings (Immigration and naturalization) Public interest law and pro bono Taken from the Web Program Recorded July 23, 2026 in New YorkImmigration: Cancellation of Removal and Other Relief for the Criminal Defendant in Removal Proceedings [00:01:30]This presentation will provide an overview of cancellation of removal and other immigration relief specific to the intersection of criminal and immigration law practice. After completing this session, participants will be better able to:Examine the definition of conviction under INA 101(a)(48)(A)Identify the distinction between inadmissibility and deportability and how it impacts a client’s caseReview how to establish cancellation eligibility for lawful permanent residents, non-lawful permanent residents, and adjustment of statusRecognize how to pursue post-conviction remediesCheryl R. David, Katherine KimThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cancellation of Removal (May 2026)Cheryl R. DavidPresentation Material4. Representing Non-Citizens With Prior Ciminal Contacts in Removal Proceedings (PowerPoint Slides)Cheryl R. David, Katherine Kim Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473901 473901 98 G3134 1:30:32 https://www.pli.edu/programs/defending-immigration-removal-proceedings/473903?tCode=WTC5_RSS01 Immigration and naturalization Inadmissibility (Immigration and naturalization) Cancellation of removal (Immigration and naturalization) Removal proceedings (Immigration and naturalization) Public interest law and pro bono Taken from the Web Program Recorded July 23, 2026 in New YorkImmigration: Cancellation of Removal and Other Relief for the Criminal Defendant in Removal Proceedings [00:01:30]This presentation will provide an overview of cancellation of removal and other immigration relief specific to the intersection of criminal and immigration law practice. After completing this session, participants will be better able to:Examine the definition of conviction under INA 101(a)(48)(A)Identify the distinction between inadmissibility and deportability and how it impacts a client’s caseReview how to establish cancellation eligibility for lawful permanent residents, non-lawful permanent residents, and adjustment of statusRecognize how to pursue post-conviction remediesCheryl R. David, Katherine KimThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cancellation of Removal (May 2026)Cheryl R. DavidPresentation Material4. Representing Non-Citizens With Prior Ciminal Contacts in Removal Proceedings (PowerPoint Slides)Cheryl R. David, Katherine Kim Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473903 473903 163 G3134 1:30:32 https://www.pli.edu/programs/defending-immigration-removal-proceedings/473902?tCode=WTC5_RSS01 Immigration and naturalization Inadmissibility (Immigration and naturalization) Cancellation of removal (Immigration and naturalization) Removal proceedings (Immigration and naturalization) Public interest law and pro bono Taken from the Web Program Recorded July 23, 2026 in New YorkImmigration: Cancellation of Removal and Other Relief for the Criminal Defendant in Removal Proceedings [00:01:30]This presentation will provide an overview of cancellation of removal and other immigration relief specific to the intersection of criminal and immigration law practice. After completing this session, participants will be better able to:Examine the definition of conviction under INA 101(a)(48)(A)Identify the distinction between inadmissibility and deportability and how it impacts a client’s caseReview how to establish cancellation eligibility for lawful permanent residents, non-lawful permanent residents, and adjustment of statusRecognize how to pursue post-conviction remediesCheryl R. David, Katherine KimThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cancellation of Removal (May 2026)Cheryl R. DavidPresentation Material4. Representing Non-Citizens With Prior Ciminal Contacts in Removal Proceedings (PowerPoint Slides)Cheryl R. David, Katherine Kim Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473902 473902 25 G3134 1:29:51 https://www.pli.edu/programs/basics-of-international-taxation/472711?tCode=WTC5_RSS01 International tax Inbound investment Foreign direct investment Tax Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTax Concerns of Foreign Persons Investing in the United States - Active Investments [00:01:30]This session will provide an overview of the U.S. taxation of foreign persons, both generally and as it relates to different types of income from active investments. After completing this session, participants will be able to:Use the two-part U.S. trade or business (USTB) test to determine when a foreign person is subject to U.S. tax on business incomeDetermine when income is considered to be effectively connected (ECI) to a USTB, applying recent guidance including the YA Global decisionCalculate base erosion and anti-abuse tax (BEAT)Logan M. Kincheloe, James S.H. Null, Z. Jack Zhou**Participating RemotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskySection 956 and the Section 245 DRD: Avoiding Multiple Layers of TaxationKen Brewer,Alon Kritzman,Logan M. KincheloePresentation MaterialForeign Persons Investing in the United States Active Business InvestmentsLogan M. Kincheloe, James S.H. Null, Z. Jack Zhou Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472711 472711 163 G3155 1:32:15 https://www.pli.edu/programs/basics-of-international-taxation/472709?tCode=WTC5_RSS01 International tax Inbound investment Foreign direct investment Tax Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTax Concerns of Foreign Persons Investing in the United States - Active Investments [00:01:30]This session will provide an overview of the U.S. taxation of foreign persons, both generally and as it relates to different types of income from active investments. After completing this session, participants will be able to:Use the two-part U.S. trade or business (USTB) test to determine when a foreign person is subject to U.S. tax on business incomeDetermine when income is considered to be effectively connected (ECI) to a USTB, applying recent guidance including the YA Global decisionCalculate base erosion and anti-abuse tax (BEAT)Logan M. Kincheloe, James S.H. Null, Z. Jack Zhou**Participating RemotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskySection 956 and the Section 245 DRD: Avoiding Multiple Layers of TaxationKen Brewer,Alon Kritzman,Logan M. KincheloePresentation MaterialForeign Persons Investing in the United States Active Business InvestmentsLogan M. Kincheloe, James S.H. Null, Z. Jack Zhou Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472709 472709 98 G3155 1:32:15 https://www.pli.edu/programs/basics-of-international-taxation/472710?tCode=WTC5_RSS01 International tax Inbound investment Foreign direct investment Tax Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTax Concerns of Foreign Persons Investing in the United States - Active Investments [00:01:30]This session will provide an overview of the U.S. taxation of foreign persons, both generally and as it relates to different types of income from active investments. After completing this session, participants will be able to:Use the two-part U.S. trade or business (USTB) test to determine when a foreign person is subject to U.S. tax on business incomeDetermine when income is considered to be effectively connected (ECI) to a USTB, applying recent guidance including the YA Global decisionCalculate base erosion and anti-abuse tax (BEAT)Logan M. Kincheloe, James S.H. Null, Z. Jack Zhou**Participating RemotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskySection 956 and the Section 245 DRD: Avoiding Multiple Layers of TaxationKen Brewer,Alon Kritzman,Logan M. KincheloePresentation MaterialForeign Persons Investing in the United States Active Business InvestmentsLogan M. Kincheloe, James S.H. Null, Z. Jack Zhou Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472710 472710 25 G3155 1:31:33 https://www.pli.edu/programs/basics-of-international-taxation/472702?tCode=WTC5_RSS01 International tax Tax treaties Tax Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTax Treaties and Dispute Resolution [00:01:15]U.S. tax treaties are typically bilateral agreements in which the U.S. agrees to limit the taxation of residents of another country in exchange for similar concessions by the other country. This session will explore the objectives, scope and use of tax treaties. After completing this session, participants will be able to:List the objectives of income tax treatiesIdentify the income categories addressed by tax treatiesNavigate the competent authority processEmploy best practices to avoid cross-border disputesAnne R. Gordon, Daniel E. Martinez, Elizabeth J. StevensThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyOverview of U.S. Tax Treaties (April 20, 2026)John L. HarringtonThe Mutual Agreement Procedure: A Roadmap (April 12, 2026)Elizabeth J. StevensPresentation MaterialTax Treaties and Dispute ResolutionAnne R. Gordon, Daniel E. Martinez, Elizabeth J. Stevens Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472702 472702 163 G3155 1:15:05 https://www.pli.edu/programs/basics-of-international-taxation/472700?tCode=WTC5_RSS01 International tax Tax treaties Tax Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTax Treaties and Dispute Resolution [00:01:15]U.S. tax treaties are typically bilateral agreements in which the U.S. agrees to limit the taxation of residents of another country in exchange for similar concessions by the other country. This session will explore the objectives, scope and use of tax treaties. After completing this session, participants will be able to:List the objectives of income tax treatiesIdentify the income categories addressed by tax treatiesNavigate the competent authority processEmploy best practices to avoid cross-border disputesAnne R. Gordon, Daniel E. Martinez, Elizabeth J. StevensThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyOverview of U.S. Tax Treaties (April 20, 2026)John L. HarringtonThe Mutual Agreement Procedure: A Roadmap (April 12, 2026)Elizabeth J. StevensPresentation MaterialTax Treaties and Dispute ResolutionAnne R. Gordon, Daniel E. Martinez, Elizabeth J. Stevens Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472700 472700 98 G3155 1:15:05 https://www.pli.edu/programs/basics-of-international-taxation/472701?tCode=WTC5_RSS01 International tax Tax treaties Tax Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTax Treaties and Dispute Resolution [00:01:15]U.S. tax treaties are typically bilateral agreements in which the U.S. agrees to limit the taxation of residents of another country in exchange for similar concessions by the other country. This session will explore the objectives, scope and use of tax treaties. After completing this session, participants will be able to:List the objectives of income tax treatiesIdentify the income categories addressed by tax treatiesNavigate the competent authority processEmploy best practices to avoid cross-border disputesAnne R. Gordon, Daniel E. Martinez, Elizabeth J. StevensThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyOverview of U.S. Tax Treaties (April 20, 2026)John L. HarringtonThe Mutual Agreement Procedure: A Roadmap (April 12, 2026)Elizabeth J. StevensPresentation MaterialTax Treaties and Dispute ResolutionAnne R. Gordon, Daniel E. Martinez, Elizabeth J. Stevens Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472701 472701 25 G3155 1:14:23 https://www.pli.edu/programs/basics-of-international-taxation/472722?tCode=WTC5_RSS01 International tax Outbound investment Tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkConsiderations in Structuring Outbound Investments by U.S. Persons [01:00:00]This session will provide an overview of important factors that U.S. persons should consider when structuring outbound investments. After completing this session, participants will be able to:Evaluate whether to operate directly, or through a branch or separate entity, in a given situationApply the outbound nonrecognition rules when transferring assets, or stock, of existing businesses to a foreign corporationAssess the potential impact of anti-inversion rulesAndrew M. Gibson, Corey M. Goodman, Bradford E. LaBonteThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyPresentation MaterialConsiderations in Structuring Outbound Investments by U.S. PersonsAndrew M. Gibson, Corey M. Goodman, Bradford E. LaBonte Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472722 472722 25 G3155 1:00:01 https://www.pli.edu/programs/basics-of-international-taxation/472723?tCode=WTC5_RSS01 International tax Outbound investment Tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkConsiderations in Structuring Outbound Investments by U.S. Persons [01:00:00]This session will provide an overview of important factors that U.S. persons should consider when structuring outbound investments. After completing this session, participants will be able to:Evaluate whether to operate directly, or through a branch or separate entity, in a given situationApply the outbound nonrecognition rules when transferring assets, or stock, of existing businesses to a foreign corporationAssess the potential impact of anti-inversion rulesAndrew M. Gibson, Corey M. Goodman, Bradford E. LaBonteThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyPresentation MaterialConsiderations in Structuring Outbound Investments by U.S. PersonsAndrew M. Gibson, Corey M. Goodman, Bradford E. LaBonte Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472723 472723 163 G3155 1:00:42 https://www.pli.edu/programs/basics-of-international-taxation/472721?tCode=WTC5_RSS01 International tax Outbound investment Tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkConsiderations in Structuring Outbound Investments by U.S. Persons [01:00:00]This session will provide an overview of important factors that U.S. persons should consider when structuring outbound investments. After completing this session, participants will be able to:Evaluate whether to operate directly, or through a branch or separate entity, in a given situationApply the outbound nonrecognition rules when transferring assets, or stock, of existing businesses to a foreign corporationAssess the potential impact of anti-inversion rulesAndrew M. Gibson, Corey M. Goodman, Bradford E. LaBonteThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyPresentation MaterialConsiderations in Structuring Outbound Investments by U.S. PersonsAndrew M. Gibson, Corey M. Goodman, Bradford E. LaBonte Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472721 472721 98 G3155 1:00:42 https://www.pli.edu/programs/basics-of-international-taxation/472705?tCode=WTC5_RSS01 Corporate tax International tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTransfer Pricing [00:01:15]The term “transfer pricing” refers to the pricing of transactions between related entities for goods, services, intangible property transfers, rents, and loans. This panel will provide an introduction to transfer pricing, including general concepts, framework and analysis of transfer pricing methods and agreements, its significance in overall international tax planning and its relationship to other anti-tax avoidance doctrines. After completing this session, participants will be able to:Understand basic transfer pricing principles and their application in international tax planningCategorize intercompany transactions as “arms length” under Section 482Appy the economic, accounting and statistical principles underlying the different transfer pricing methodsPlan for the potential impact of the base erosion and profit shifting (BEPS) and emerging post-BEPS initiatives on transfer pricing analysis and complianceJoshua R. Simmons, John P. Warner, Steven C. Wrappe**Participating RemotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyFundamentals of U.S. Transfer PricingSteven C. WrappeTransfer Pricing Landscape Shifts Amid IRS Changes and Tariffs (December 1, 2025)Glen Marku,Hayley M. Yarem,Steven C. WrappeThe Intersection of Section 482 and Other Anti-Abuse and International Tax Provisions (May 6, 2026)John P. WarnerPresentation MaterialU.S. Transfer Pricing OverviewJoshua R. Simmons, John P. Warner, Steven C. Wrappe Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472705 472705 163 G3155 1:16:02 https://www.pli.edu/programs/basics-of-international-taxation/472703?tCode=WTC5_RSS01 Corporate tax International tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTransfer Pricing [00:01:15]The term “transfer pricing” refers to the pricing of transactions between related entities for goods, services, intangible property transfers, rents, and loans. This panel will provide an introduction to transfer pricing, including general concepts, framework and analysis of transfer pricing methods and agreements, its significance in overall international tax planning and its relationship to other anti-tax avoidance doctrines. After completing this session, participants will be able to:Understand basic transfer pricing principles and their application in international tax planningCategorize intercompany transactions as “arms length” under Section 482Appy the economic, accounting and statistical principles underlying the different transfer pricing methodsPlan for the potential impact of the base erosion and profit shifting (BEPS) and emerging post-BEPS initiatives on transfer pricing analysis and complianceJoshua R. Simmons, John P. Warner, Steven C. Wrappe**Participating RemotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyFundamentals of U.S. Transfer PricingSteven C. WrappeTransfer Pricing Landscape Shifts Amid IRS Changes and Tariffs (December 1, 2025)Glen Marku,Hayley M. Yarem,Steven C. WrappeThe Intersection of Section 482 and Other Anti-Abuse and International Tax Provisions (May 6, 2026)John P. WarnerPresentation MaterialU.S. Transfer Pricing OverviewJoshua R. Simmons, John P. Warner, Steven C. Wrappe Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472703 472703 98 G3155 1:16:02 https://www.pli.edu/programs/basics-of-international-taxation/472704?tCode=WTC5_RSS01 Corporate tax International tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTransfer Pricing [00:01:15]The term “transfer pricing” refers to the pricing of transactions between related entities for goods, services, intangible property transfers, rents, and loans. This panel will provide an introduction to transfer pricing, including general concepts, framework and analysis of transfer pricing methods and agreements, its significance in overall international tax planning and its relationship to other anti-tax avoidance doctrines. After completing this session, participants will be able to:Understand basic transfer pricing principles and their application in international tax planningCategorize intercompany transactions as “arms length” under Section 482Appy the economic, accounting and statistical principles underlying the different transfer pricing methodsPlan for the potential impact of the base erosion and profit shifting (BEPS) and emerging post-BEPS initiatives on transfer pricing analysis and complianceJoshua R. Simmons, John P. Warner, Steven C. Wrappe**Participating RemotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyFundamentals of U.S. Transfer PricingSteven C. WrappeTransfer Pricing Landscape Shifts Amid IRS Changes and Tariffs (December 1, 2025)Glen Marku,Hayley M. Yarem,Steven C. WrappeThe Intersection of Section 482 and Other Anti-Abuse and International Tax Provisions (May 6, 2026)John P. WarnerPresentation MaterialU.S. Transfer Pricing OverviewJoshua R. Simmons, John P. Warner, Steven C. Wrappe Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472704 472704 25 G3155 1:15:20 https://www.pli.edu/programs/basics-of-international-taxation/472724?tCode=WTC5_RSS01 Foreign corporations International tax Tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTaxation of Foreign Income: Non-Controlled Foreign Corporations (CFCs) [00:01:10]This session will provide an overview of the basics of the taxation of investments in foreign entities that are not classified as CFCs. After completing this session, participants will be able to:Have a general understanding of the final regulations regarding disregarded payments and Section 987 currency gain or loss with respect to qualified business unitsRecognize foreign branch income and related issuesAllocate foreign income taxes on disregarded paymentsClassify a foreign corporation as a passive foreign investment company (PFIC)Evaluate the taxation of foreign corporations that are neither CFCs nor PFICsMartin L. Milner, Richard WilliamsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskySPACs, PFICs, and Phantom RegulationsCraig A. Hillier,Martin L. MilnerEY, Alert, Final and Proposed PFIC Regulations Provide a Mix of Favorable and Unfavorable Provisions (December 14, 2020)Martin L. MilnerPresentation MaterialTaxation of Foreign Income: Non-CFCsMartin L. Milner, Richard Williams Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472724 472724 98 G3155 1:11:45 https://www.pli.edu/programs/basics-of-international-taxation/472726?tCode=WTC5_RSS01 Foreign corporations International tax Tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTaxation of Foreign Income: Non-Controlled Foreign Corporations (CFCs) [00:01:10]This session will provide an overview of the basics of the taxation of investments in foreign entities that are not classified as CFCs. After completing this session, participants will be able to:Have a general understanding of the final regulations regarding disregarded payments and Section 987 currency gain or loss with respect to qualified business unitsRecognize foreign branch income and related issuesAllocate foreign income taxes on disregarded paymentsClassify a foreign corporation as a passive foreign investment company (PFIC)Evaluate the taxation of foreign corporations that are neither CFCs nor PFICsMartin L. Milner, Richard WilliamsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskySPACs, PFICs, and Phantom RegulationsCraig A. Hillier,Martin L. MilnerEY, Alert, Final and Proposed PFIC Regulations Provide a Mix of Favorable and Unfavorable Provisions (December 14, 2020)Martin L. MilnerPresentation MaterialTaxation of Foreign Income: Non-CFCsMartin L. Milner, Richard Williams Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472726 472726 163 G3155 1:11:45 https://www.pli.edu/programs/basics-of-international-taxation/472725?tCode=WTC5_RSS01 Foreign corporations International tax Tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTaxation of Foreign Income: Non-Controlled Foreign Corporations (CFCs) [00:01:10]This session will provide an overview of the basics of the taxation of investments in foreign entities that are not classified as CFCs. After completing this session, participants will be able to:Have a general understanding of the final regulations regarding disregarded payments and Section 987 currency gain or loss with respect to qualified business unitsRecognize foreign branch income and related issuesAllocate foreign income taxes on disregarded paymentsClassify a foreign corporation as a passive foreign investment company (PFIC)Evaluate the taxation of foreign corporations that are neither CFCs nor PFICsMartin L. Milner, Richard WilliamsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskySPACs, PFICs, and Phantom RegulationsCraig A. Hillier,Martin L. MilnerEY, Alert, Final and Proposed PFIC Regulations Provide a Mix of Favorable and Unfavorable Provisions (December 14, 2020)Martin L. MilnerPresentation MaterialTaxation of Foreign Income: Non-CFCsMartin L. Milner, Richard Williams Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472725 472725 25 G3155 1:11:03 https://www.pli.edu/programs/basics-of-international-taxation/472720?tCode=WTC5_RSS01 Corporate tax International tax Tax Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkCompliance with Minimum Taxes [00:01:00]The United States enacted a corporate alternative minimum tax, and other jurisdictions are beginning to adopt minimum taxes to implement the G20/OECD Inclusive Framework’s Pillar Two. This session will describe the international tax impacts of the new corporate alternative minimum tax (CAMT) and explore the interaction of the various minimum taxes being enacted around the world. After completing this session, participants will be able to:Identify the impact of CAMT on companies with international operationsDetermine reporting responsibilities for corporationsIdentify impacts of OECD’s Pillar Two Proposals on companies with international operationsCCB CEU Credit for Compliance Certification Board Professionals Amy K. Chapman, Andrew T. DavisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyCAMT Compliance for Multinational Corporate Groups: Navigating the Latest GuidanceAmy K. Chapman,Andrew T. DavisPresentation MaterialCompliance with Minimum TaxesAmy K. Chapman, Andrew T. Davis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472720 472720 163 G3155 0:59:00 https://www.pli.edu/programs/basics-of-international-taxation/472718?tCode=WTC5_RSS01 Corporate tax International tax Tax Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkCompliance with Minimum Taxes [00:01:00]The United States enacted a corporate alternative minimum tax, and other jurisdictions are beginning to adopt minimum taxes to implement the G20/OECD Inclusive Framework’s Pillar Two. This session will describe the international tax impacts of the new corporate alternative minimum tax (CAMT) and explore the interaction of the various minimum taxes being enacted around the world. After completing this session, participants will be able to:Identify the impact of CAMT on companies with international operationsDetermine reporting responsibilities for corporationsIdentify impacts of OECD’s Pillar Two Proposals on companies with international operationsCCB CEU Credit for Compliance Certification Board Professionals Amy K. Chapman, Andrew T. DavisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyCAMT Compliance for Multinational Corporate Groups: Navigating the Latest GuidanceAmy K. Chapman,Andrew T. DavisPresentation MaterialCompliance with Minimum TaxesAmy K. Chapman, Andrew T. Davis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472718 472718 98 G3155 0:59:00 https://www.pli.edu/programs/basics-of-international-taxation/472719?tCode=WTC5_RSS01 Corporate tax International tax Tax Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkCompliance with Minimum Taxes [00:01:00]The United States enacted a corporate alternative minimum tax, and other jurisdictions are beginning to adopt minimum taxes to implement the G20/OECD Inclusive Framework’s Pillar Two. This session will describe the international tax impacts of the new corporate alternative minimum tax (CAMT) and explore the interaction of the various minimum taxes being enacted around the world. After completing this session, participants will be able to:Identify the impact of CAMT on companies with international operationsDetermine reporting responsibilities for corporationsIdentify impacts of OECD’s Pillar Two Proposals on companies with international operationsCCB CEU Credit for Compliance Certification Board Professionals Amy K. Chapman, Andrew T. DavisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyCAMT Compliance for Multinational Corporate Groups: Navigating the Latest GuidanceAmy K. Chapman,Andrew T. DavisPresentation MaterialCompliance with Minimum TaxesAmy K. Chapman, Andrew T. Davis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472719 472719 25 G3155 0:58:19 https://www.pli.edu/programs/basics-of-international-taxation/472728?tCode=WTC5_RSS01 Foreign corporations International tax Tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTaxation of Foreign Income: U.S. Shareholders in Controlled Foreign Corporations (CFCs) [00:01:10]This session will provide an overview of the basics of the taxation of investments in CFCs. After completing this session, participants will be able to:Classify a foreign corporation as a CFCEvaluate the global intangible low-taxed income (GILTI) and Subpart F regimesSummarize the downward attribution rules as applied to CFCsAlfred H. Bae, Jorge M. Obén-Cuadros, Aliza SlanskyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyPresentation MaterialEarning Income Through A Foreign CorporationAlfred H. Bae, Jorge M. Obén-Cuadros, Aliza Slansky Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472728 472728 25 G3155 1:11:33 https://www.pli.edu/programs/basics-of-international-taxation/472729?tCode=WTC5_RSS01 Foreign corporations International tax Tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTaxation of Foreign Income: U.S. Shareholders in Controlled Foreign Corporations (CFCs) [00:01:10]This session will provide an overview of the basics of the taxation of investments in CFCs. After completing this session, participants will be able to:Classify a foreign corporation as a CFCEvaluate the global intangible low-taxed income (GILTI) and Subpart F regimesSummarize the downward attribution rules as applied to CFCsAlfred H. Bae, Jorge M. Obén-Cuadros, Aliza SlanskyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyPresentation MaterialEarning Income Through A Foreign CorporationAlfred H. Bae, Jorge M. Obén-Cuadros, Aliza Slansky Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472729 472729 163 G3155 1:12:14 https://www.pli.edu/programs/basics-of-international-taxation/472727?tCode=WTC5_RSS01 Foreign corporations International tax Tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTaxation of Foreign Income: U.S. Shareholders in Controlled Foreign Corporations (CFCs) [00:01:10]This session will provide an overview of the basics of the taxation of investments in CFCs. After completing this session, participants will be able to:Classify a foreign corporation as a CFCEvaluate the global intangible low-taxed income (GILTI) and Subpart F regimesSummarize the downward attribution rules as applied to CFCsAlfred H. Bae, Jorge M. Obén-Cuadros, Aliza SlanskyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyPresentation MaterialEarning Income Through A Foreign CorporationAlfred H. Bae, Jorge M. Obén-Cuadros, Aliza Slansky Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472727 472727 98 G3155 1:12:14 https://www.pli.edu/programs/basics-of-international-taxation/472716?tCode=WTC5_RSS01 International tax Tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkSource of Income, and Allocation and Apportionment of Expenses [01:02:02]This panel will introduce general allocation and apportionment concepts. After completing this session, participants will be able to:Identify the appropriate sourcing rule to characterize income as foreign or U.S. sourceUse Section 861’s two-step allocation and apportionment process to attribute deductions to gross income from a specific source or activityApply the correct allocation and apportionment method to different types of expensesHaley Rassuchine, Caren S. Shein, Amanda Pedvin VarmaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyU.S. International Tax Alert: Final Digital Content and Cloud Transaction Regulations Issued (January 15, 2025)Caren SheinPresentation MaterialSourcing of Income and ExpensesAmanda Pedvin Varma, Hayley Rassuchine, Caren S. Shein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472716 472716 25 G3155 1:02:03 https://www.pli.edu/programs/basics-of-international-taxation/472715?tCode=WTC5_RSS01 International tax Tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkSource of Income, and Allocation and Apportionment of Expenses [01:02:02]This panel will introduce general allocation and apportionment concepts. After completing this session, participants will be able to:Identify the appropriate sourcing rule to characterize income as foreign or U.S. sourceUse Section 861’s two-step allocation and apportionment process to attribute deductions to gross income from a specific source or activityApply the correct allocation and apportionment method to different types of expensesHaley Rassuchine, Caren S. Shein, Amanda Pedvin VarmaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyU.S. International Tax Alert: Final Digital Content and Cloud Transaction Regulations Issued (January 15, 2025)Caren SheinPresentation MaterialSourcing of Income and ExpensesAmanda Pedvin Varma, Hayley Rassuchine, Caren S. Shein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472715 472715 98 G3155 1:02:44 https://www.pli.edu/programs/basics-of-international-taxation/472717?tCode=WTC5_RSS01 International tax Tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkSource of Income, and Allocation and Apportionment of Expenses [01:02:02]This panel will introduce general allocation and apportionment concepts. After completing this session, participants will be able to:Identify the appropriate sourcing rule to characterize income as foreign or U.S. sourceUse Section 861’s two-step allocation and apportionment process to attribute deductions to gross income from a specific source or activityApply the correct allocation and apportionment method to different types of expensesHaley Rassuchine, Caren S. Shein, Amanda Pedvin VarmaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyU.S. International Tax Alert: Final Digital Content and Cloud Transaction Regulations Issued (January 15, 2025)Caren SheinPresentation MaterialSourcing of Income and ExpensesAmanda Pedvin Varma, Hayley Rassuchine, Caren S. Shein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472717 472717 163 G3155 1:02:44 https://www.pli.edu/programs/basics-of-international-taxation/472698?tCode=WTC5_RSS01 International tax Foreign tax credits Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkForeign Tax Credit (FTC) Issues [01:15:55]This session will explore the purpose of the foreign tax credit rules and provide an overview of their operation and application. After completing this session, participants will be able to:Determine which foreign taxes are creditableCarryback or carryover unused FTCsInterpret the loss recapture rulesJohn L. Harrington, Quyen Huynh, Hayley RassuchineThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyCreditability of Foreign Taxes (April 20, 2026)John L. HarringtonPresentation MaterialForeign Tax Credit IssuesJohn L. Harrington, Quyen P. Huynh, Hayley Rassuchine Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472698 472698 25 G3155 1:15:55 https://www.pli.edu/programs/basics-of-international-taxation/472699?tCode=WTC5_RSS01 International tax Foreign tax credits Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkForeign Tax Credit (FTC) Issues [01:15:55]This session will explore the purpose of the foreign tax credit rules and provide an overview of their operation and application. After completing this session, participants will be able to:Determine which foreign taxes are creditableCarryback or carryover unused FTCsInterpret the loss recapture rulesJohn L. Harrington, Quyen Huynh, Hayley RassuchineThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyCreditability of Foreign Taxes (April 20, 2026)John L. HarringtonPresentation MaterialForeign Tax Credit IssuesJohn L. Harrington, Quyen P. Huynh, Hayley Rassuchine Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472699 472699 163 G3155 1:16:37 https://www.pli.edu/programs/basics-of-international-taxation/472697?tCode=WTC5_RSS01 International tax Foreign tax credits Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkForeign Tax Credit (FTC) Issues [01:15:55]This session will explore the purpose of the foreign tax credit rules and provide an overview of their operation and application. After completing this session, participants will be able to:Determine which foreign taxes are creditableCarryback or carryover unused FTCsInterpret the loss recapture rulesJohn L. Harrington, Quyen Huynh, Hayley RassuchineThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyCreditability of Foreign Taxes (April 20, 2026)John L. HarringtonPresentation MaterialForeign Tax Credit IssuesJohn L. Harrington, Quyen P. Huynh, Hayley Rassuchine Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472697 472697 98 G3155 1:16:37 https://www.pli.edu/programs/basics-of-international-taxation/472708?tCode=WTC5_RSS01 International tax International investment and securities Inbound investment Tax Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTax Concerns of Foreign Persons Investing in the United States - Funds and Passive Investments [00:01:15]This session will provide an overview of the U.S. taxation of foreign persons, both generally and as it relates to different types of income from funds and passive investments. After completing this session, participants will be able to:Distinguish between ECI and fixed and determinable annual or periodic (FDAP) incomeIdentify, describe and compare common private investment fund structures and their relationship to creating FDAP income versus ECIComply with withholding documentation and reporting requirements for FDAP incomeDiscuss tax treatment of U.S. source capital gains to non-U.S. persons, including FIRPTAMichele J. Alexander, Jeremy Naylor, Subin SethThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyProskauer Tax Talks, Treasury and the IRS Release Final and Proposed Regulations on Section 892 (January 16, 2026)Martin T. Hamilton,Christine Harlow,Lylah Paine,Jean Bertrand,Richard M. Corn,Muhyung (Aaron) Lee,David S. Miller,Amanda H. Nussbaum,Rita N. Halabi,Robert A. Friedman,Jeremy M. NaylorWithholding Judgment: Navigating Section 1446(f) in Secondaries Transactions (May 9, 2025)Jeremy M. NaylorPresentation MaterialForeign Persons Investing in the United States (Inbound Investments)Michele J. Alexander, Jeremy M. Naylor, Subin Seth Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472708 472708 163 G3155 1:15:54 https://www.pli.edu/programs/basics-of-international-taxation/472706?tCode=WTC5_RSS01 International tax International investment and securities Inbound investment Tax Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTax Concerns of Foreign Persons Investing in the United States - Funds and Passive Investments [00:01:15]This session will provide an overview of the U.S. taxation of foreign persons, both generally and as it relates to different types of income from funds and passive investments. After completing this session, participants will be able to:Distinguish between ECI and fixed and determinable annual or periodic (FDAP) incomeIdentify, describe and compare common private investment fund structures and their relationship to creating FDAP income versus ECIComply with withholding documentation and reporting requirements for FDAP incomeDiscuss tax treatment of U.S. source capital gains to non-U.S. persons, including FIRPTAMichele J. Alexander, Jeremy Naylor, Subin SethThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyProskauer Tax Talks, Treasury and the IRS Release Final and Proposed Regulations on Section 892 (January 16, 2026)Martin T. Hamilton,Christine Harlow,Lylah Paine,Jean Bertrand,Richard M. Corn,Muhyung (Aaron) Lee,David S. Miller,Amanda H. Nussbaum,Rita N. Halabi,Robert A. Friedman,Jeremy M. NaylorWithholding Judgment: Navigating Section 1446(f) in Secondaries Transactions (May 9, 2025)Jeremy M. NaylorPresentation MaterialForeign Persons Investing in the United States (Inbound Investments)Michele J. Alexander, Jeremy M. Naylor, Subin Seth Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472706 472706 98 G3155 1:15:54 https://www.pli.edu/programs/basics-of-international-taxation/472707?tCode=WTC5_RSS01 International tax International investment and securities Inbound investment Tax Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkTax Concerns of Foreign Persons Investing in the United States - Funds and Passive Investments [00:01:15]This session will provide an overview of the U.S. taxation of foreign persons, both generally and as it relates to different types of income from funds and passive investments. After completing this session, participants will be able to:Distinguish between ECI and fixed and determinable annual or periodic (FDAP) incomeIdentify, describe and compare common private investment fund structures and their relationship to creating FDAP income versus ECIComply with withholding documentation and reporting requirements for FDAP incomeDiscuss tax treatment of U.S. source capital gains to non-U.S. persons, including FIRPTAMichele J. Alexander, Jeremy Naylor, Subin SethThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyProskauer Tax Talks, Treasury and the IRS Release Final and Proposed Regulations on Section 892 (January 16, 2026)Martin T. Hamilton,Christine Harlow,Lylah Paine,Jean Bertrand,Richard M. Corn,Muhyung (Aaron) Lee,David S. Miller,Amanda H. Nussbaum,Rita N. Halabi,Robert A. Friedman,Jeremy M. NaylorWithholding Judgment: Navigating Section 1446(f) in Secondaries Transactions (May 9, 2025)Jeremy M. NaylorPresentation MaterialForeign Persons Investing in the United States (Inbound Investments)Michele J. Alexander, Jeremy M. Naylor, Subin Seth Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472707 472707 25 G3155 1:15:12 https://www.pli.edu/programs/basics-of-international-taxation/472714?tCode=WTC5_RSS01 Foreign corporations International tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkRepatriating Earnings from a Foreign Corporation [00:01:10]This discussion will focus on cash repatriation considerations. After completing this session, participants will be able to:Identify and recognize the effects of various distributions, including distributions where there is negative Section 959(c)(3) earnings and profits (E&P) and mid-year distributions of current year previously taxed E&P (PTEP)Assess the availability of a dividends received deduction under Section 245A, including for nimble dividends and dividends received by CFCsDiscuss recent guidance relevant to PTEP and PTEP basis, including guidance related to shareholder and CFC-level accounting, successor transactions, and the share-by-share approach to basis reduction in newly issued proposed regulationsUnderstand the treatment of CFC distributions for purposes of the corporate alternative minimum tax (CAMT)Daren J. Gottlieb, Elizabeth Sani Nelson, Gary ScanlonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyCash Repatriation Outline (April 28, 2026)Elizabeth Sani Nelson,Gary R. Scanlon,Elena MadajPresentation MaterialRepatriationDaren J. Gottlieb, Elizabeth Sani Nelson, Gary Scanlon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472714 472714 163 G3155 1:10:51 https://www.pli.edu/programs/basics-of-international-taxation/472712?tCode=WTC5_RSS01 Foreign corporations International tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkRepatriating Earnings from a Foreign Corporation [00:01:10]This discussion will focus on cash repatriation considerations. After completing this session, participants will be able to:Identify and recognize the effects of various distributions, including distributions where there is negative Section 959(c)(3) earnings and profits (E&P) and mid-year distributions of current year previously taxed E&P (PTEP)Assess the availability of a dividends received deduction under Section 245A, including for nimble dividends and dividends received by CFCsDiscuss recent guidance relevant to PTEP and PTEP basis, including guidance related to shareholder and CFC-level accounting, successor transactions, and the share-by-share approach to basis reduction in newly issued proposed regulationsUnderstand the treatment of CFC distributions for purposes of the corporate alternative minimum tax (CAMT)Daren J. Gottlieb, Elizabeth Sani Nelson, Gary ScanlonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyCash Repatriation Outline (April 28, 2026)Elizabeth Sani Nelson,Gary R. Scanlon,Elena MadajPresentation MaterialRepatriationDaren J. Gottlieb, Elizabeth Sani Nelson, Gary Scanlon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472712 472712 98 G3155 1:10:51 https://www.pli.edu/programs/basics-of-international-taxation/472713?tCode=WTC5_RSS01 Foreign corporations International tax Tax planning and strategy Taken from the Web Program Recorded July 21 - 22, 2026 in New YorkRepatriating Earnings from a Foreign Corporation [00:01:10]This discussion will focus on cash repatriation considerations. After completing this session, participants will be able to:Identify and recognize the effects of various distributions, including distributions where there is negative Section 959(c)(3) earnings and profits (E&P) and mid-year distributions of current year previously taxed E&P (PTEP)Assess the availability of a dividends received deduction under Section 245A, including for nimble dividends and dividends received by CFCsDiscuss recent guidance relevant to PTEP and PTEP basis, including guidance related to shareholder and CFC-level accounting, successor transactions, and the share-by-share approach to basis reduction in newly issued proposed regulationsUnderstand the treatment of CFC distributions for purposes of the corporate alternative minimum tax (CAMT)Daren J. Gottlieb, Elizabeth Sani Nelson, Gary ScanlonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, Client Update, New Tax Bill Signed into Law (July 11, 2025)Aliza SlanskyCash Repatriation Outline (April 28, 2026)Elizabeth Sani Nelson,Gary R. Scanlon,Elena MadajPresentation MaterialRepatriationDaren J. Gottlieb, Elizabeth Sani Nelson, Gary Scanlon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472713 472713 25 G3155 1:10:30 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475069?tCode=WTC5_RSS01 Accounting and financial reporting Auditors Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoThe Audit: Fact, Fiction, and What Attorneys Need to Know [01:16:29]This panel will provide an overview of the scope of the audit process and will review the different types of auditor opinions: audit, review, compilation, and agreed upon procedures. After completing this session, participants will be able to:Gain insight into fraud detection in the audit process:how an audit is not designed to detect fraudthe ability of the auditor to detect fraud if there is collusionauditor requirements to consider and plan for fraud risksAnticipate expectations of both in-house and external attorneys in the audit process, and know how to approach legal comment letters and required disclosures for pending claimsDetermine benefits and uses of non-audit opinions, and when review, compilation, and agreed upon procedures opinions are appropriateIdentify which audit and inspection rights to include in contracts and how to enforce themDavid Baglien, Mark Flinn, Lowell A. JobeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Paul Munter, Acting Chief Accountant, Statement, The Critical Importance of the General Standard of Auditor Independence and an Ethical Culture for the Accounting Profession (June 8, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanFTI Consulting, Here’s the Expert Your Company Needs to Gain the Upper Hand (September 30, 2020)Matthew B. GreenblattCenter for Audit Quality, The Role of Auditors in Non-GAAP Financial Measures and Key Performance Indicators: Present and Future (September 2020)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialThe Audit: Fact, Fiction, and What Attorneys Need to KnowDavid Baglien, Mark Flinn, Lowell A. Jobe, CPA Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475069 475069 25 G3176 1:16:29 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475067?tCode=WTC5_RSS01 Accounting and financial reporting Auditors Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoThe Audit: Fact, Fiction, and What Attorneys Need to Know [01:16:29]This panel will provide an overview of the scope of the audit process and will review the different types of auditor opinions: audit, review, compilation, and agreed upon procedures. After completing this session, participants will be able to:Gain insight into fraud detection in the audit process:how an audit is not designed to detect fraudthe ability of the auditor to detect fraud if there is collusionauditor requirements to consider and plan for fraud risksAnticipate expectations of both in-house and external attorneys in the audit process, and know how to approach legal comment letters and required disclosures for pending claimsDetermine benefits and uses of non-audit opinions, and when review, compilation, and agreed upon procedures opinions are appropriateIdentify which audit and inspection rights to include in contracts and how to enforce themDavid Baglien, Mark Flinn, Lowell A. JobeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Paul Munter, Acting Chief Accountant, Statement, The Critical Importance of the General Standard of Auditor Independence and an Ethical Culture for the Accounting Profession (June 8, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanFTI Consulting, Here’s the Expert Your Company Needs to Gain the Upper Hand (September 30, 2020)Matthew B. GreenblattCenter for Audit Quality, The Role of Auditors in Non-GAAP Financial Measures and Key Performance Indicators: Present and Future (September 2020)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialThe Audit: Fact, Fiction, and What Attorneys Need to KnowDavid Baglien, Mark Flinn, Lowell A. Jobe, CPA Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475067 475067 163 G3176 1:17:11 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475068?tCode=WTC5_RSS01 Accounting and financial reporting Auditors Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoThe Audit: Fact, Fiction, and What Attorneys Need to Know [01:16:29]This panel will provide an overview of the scope of the audit process and will review the different types of auditor opinions: audit, review, compilation, and agreed upon procedures. After completing this session, participants will be able to:Gain insight into fraud detection in the audit process:how an audit is not designed to detect fraudthe ability of the auditor to detect fraud if there is collusionauditor requirements to consider and plan for fraud risksAnticipate expectations of both in-house and external attorneys in the audit process, and know how to approach legal comment letters and required disclosures for pending claimsDetermine benefits and uses of non-audit opinions, and when review, compilation, and agreed upon procedures opinions are appropriateIdentify which audit and inspection rights to include in contracts and how to enforce themDavid Baglien, Mark Flinn, Lowell A. JobeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Paul Munter, Acting Chief Accountant, Statement, The Critical Importance of the General Standard of Auditor Independence and an Ethical Culture for the Accounting Profession (June 8, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanFTI Consulting, Here’s the Expert Your Company Needs to Gain the Upper Hand (September 30, 2020)Matthew B. GreenblattCenter for Audit Quality, The Role of Auditors in Non-GAAP Financial Measures and Key Performance Indicators: Present and Future (September 2020)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialThe Audit: Fact, Fiction, and What Attorneys Need to KnowDavid Baglien, Mark Flinn, Lowell A. Jobe, CPA Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475068 475068 98 G3176 1:17:11 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475083?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Income statements (Securities filings and financial statements) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoPhysiology of the Income Statement [00:01:15]This panel will address the basic principles of revenue and expense recognition. After completing this session, participants will be able to:Identify common performance measuresHave an improved understanding of common income statement componentsGain insight into items of comprehensive income/lossKnow what to look for during due diligenceJorge A. Amador, Kerry Hinch, Heather L. Plocky, Tim ShermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:George M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part ThreeJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, Glossary of Terms: Financial Statement Terminology—In Financial Statement OrderJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, Financial Statement Flow SpreadsheetJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialPhysiology of the Income StatementJorge A. Amador, Kerry Hinch, Heather L. Plocky, Tim Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475083 475083 98 G3176 1:17:27 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475082?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Income statements (Securities filings and financial statements) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoPhysiology of the Income Statement [00:01:15]This panel will address the basic principles of revenue and expense recognition. After completing this session, participants will be able to:Identify common performance measuresHave an improved understanding of common income statement componentsGain insight into items of comprehensive income/lossKnow what to look for during due diligenceJorge A. Amador, Kerry Hinch, Heather L. Plocky, Tim ShermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:George M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part ThreeJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, Glossary of Terms: Financial Statement Terminology—In Financial Statement OrderJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, Financial Statement Flow SpreadsheetJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialPhysiology of the Income StatementJorge A. Amador, Kerry Hinch, Heather L. Plocky, Tim Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475082 475082 163 G3176 1:17:27 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475084?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Income statements (Securities filings and financial statements) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoPhysiology of the Income Statement [00:01:15]This panel will address the basic principles of revenue and expense recognition. After completing this session, participants will be able to:Identify common performance measuresHave an improved understanding of common income statement componentsGain insight into items of comprehensive income/lossKnow what to look for during due diligenceJorge A. Amador, Kerry Hinch, Heather L. Plocky, Tim ShermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:George M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part ThreeJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, Glossary of Terms: Financial Statement Terminology—In Financial Statement OrderJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, Financial Statement Flow SpreadsheetJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialPhysiology of the Income StatementJorge A. Amador, Kerry Hinch, Heather L. Plocky, Tim Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475084 475084 25 G3176 1:16:45 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475087?tCode=WTC5_RSS01 Accounting and financial reporting Securities and other financial products Equity instruments Balance sheets (Securities filings and financial statements) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoAnatomy of the Balance Sheet [01:15:05]This panel will address the elements of a balance sheet: assets, liabilities, and stockholder’s equity, and will discuss the significance of each. After completing this session, participants will be able to:Know what to look for when reading a balance sheetBetter understand current assets, such as cash, receivables, inventories, investments in debt and equity securities, and fixed and other long-term assets, including intellectual property and good willGain insight into current liabilities, leases, long-term debt, pension and other post-retirement benefits, and the common components of stockholders’ equityJorge A. Amador, Tim Sherman, Achyut J. PhadkeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:George M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part OneJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part TwoJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialAnatomy of the Balance Sheet 2.0Jorge A. Amador, Achyut Phadke, Tim ShermanAnatomy of the Balance SheetJorge A. Amador, Achyut Phadke, Tim Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475087 475087 25 G3176 1:15:05 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475086?tCode=WTC5_RSS01 Accounting and financial reporting Securities and other financial products Equity instruments Balance sheets (Securities filings and financial statements) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoAnatomy of the Balance Sheet [01:15:05]This panel will address the elements of a balance sheet: assets, liabilities, and stockholder’s equity, and will discuss the significance of each. After completing this session, participants will be able to:Know what to look for when reading a balance sheetBetter understand current assets, such as cash, receivables, inventories, investments in debt and equity securities, and fixed and other long-term assets, including intellectual property and good willGain insight into current liabilities, leases, long-term debt, pension and other post-retirement benefits, and the common components of stockholders’ equityJorge A. Amador, Tim Sherman, Achyut J. PhadkeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:George M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part OneJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part TwoJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialAnatomy of the Balance Sheet 2.0Jorge A. Amador, Achyut Phadke, Tim ShermanAnatomy of the Balance SheetJorge A. Amador, Achyut Phadke, Tim Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475086 475086 98 G3176 1:15:47 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475085?tCode=WTC5_RSS01 Accounting and financial reporting Securities and other financial products Equity instruments Balance sheets (Securities filings and financial statements) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoAnatomy of the Balance Sheet [01:15:05]This panel will address the elements of a balance sheet: assets, liabilities, and stockholder’s equity, and will discuss the significance of each. After completing this session, participants will be able to:Know what to look for when reading a balance sheetBetter understand current assets, such as cash, receivables, inventories, investments in debt and equity securities, and fixed and other long-term assets, including intellectual property and good willGain insight into current liabilities, leases, long-term debt, pension and other post-retirement benefits, and the common components of stockholders’ equityJorge A. Amador, Tim Sherman, Achyut J. PhadkeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:George M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part OneJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part TwoJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialAnatomy of the Balance Sheet 2.0Jorge A. Amador, Achyut Phadke, Tim ShermanAnatomy of the Balance SheetJorge A. Amador, Achyut Phadke, Tim Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475085 475085 163 G3176 1:15:47 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475064?tCode=WTC5_RSS01 Accounting and financial reporting Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoCurrent Topics in Professional and Legal Ethics for Accountants and Attorneys [00:01:15]This panel will address the common areas of potential legal ethical risk through the examination and discussion of the Rules of Professional Conduct, legal ethics opinions, court cases, and war stories. After completing this session, participants will be able to:Better understand where legal ethics requirements and accounting codes of professional conduct intersectImplement best practices for avoiding legal ethics mistakes and ethical lapses when dealing with accounting expertsIdentify evolving legal ethics issues when dealing with financial informationJorge A. Amador, Kathy Johnson, Tim ShermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Robert J. Malionek and Matthew B. Greenblatt, Current Topics in Professional Ethics Impacting Accountants and Attorneys (May 19, 2022)Matthew B. GreenblattOrder Instituting Public Administrative Proceedings Pursuant to Rule 102(e) of the Commission’s Rules of Practice, Making Findings, and Imposing Remedial Sanctions, In the Matter of Scott David Mahoney, Exchange Act Release No. 96235, AAER No. 4363, Admin. Proc. File No. 3-21230 (November 4, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanOrder Instituting Public Administrative Proceedings Pursuant to Section 4C of the Securities Exchange Act of 1934, and Rule 102(e) of the Commission’s Rules of Practice and Notice of Hearing, In the Matter of Joshua Abrahams, CPA, Exchange Act Release No. 96127, AAER No. 4356, Admin. Proc. File No. 3-21214 (October 21, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialAccountants and Attorneys EthicsKathy Johnson, Tim Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475064 475064 163 G3176 1:16:27 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475066?tCode=WTC5_RSS01 Accounting and financial reporting Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoCurrent Topics in Professional and Legal Ethics for Accountants and Attorneys [00:01:15]This panel will address the common areas of potential legal ethical risk through the examination and discussion of the Rules of Professional Conduct, legal ethics opinions, court cases, and war stories. After completing this session, participants will be able to:Better understand where legal ethics requirements and accounting codes of professional conduct intersectImplement best practices for avoiding legal ethics mistakes and ethical lapses when dealing with accounting expertsIdentify evolving legal ethics issues when dealing with financial informationJorge A. Amador, Kathy Johnson, Tim ShermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Robert J. Malionek and Matthew B. Greenblatt, Current Topics in Professional Ethics Impacting Accountants and Attorneys (May 19, 2022)Matthew B. GreenblattOrder Instituting Public Administrative Proceedings Pursuant to Rule 102(e) of the Commission’s Rules of Practice, Making Findings, and Imposing Remedial Sanctions, In the Matter of Scott David Mahoney, Exchange Act Release No. 96235, AAER No. 4363, Admin. Proc. File No. 3-21230 (November 4, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanOrder Instituting Public Administrative Proceedings Pursuant to Section 4C of the Securities Exchange Act of 1934, and Rule 102(e) of the Commission’s Rules of Practice and Notice of Hearing, In the Matter of Joshua Abrahams, CPA, Exchange Act Release No. 96127, AAER No. 4356, Admin. Proc. File No. 3-21214 (October 21, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialAccountants and Attorneys EthicsKathy Johnson, Tim Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475066 475066 25 G3176 1:15:45 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475065?tCode=WTC5_RSS01 Accounting and financial reporting Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoCurrent Topics in Professional and Legal Ethics for Accountants and Attorneys [00:01:15]This panel will address the common areas of potential legal ethical risk through the examination and discussion of the Rules of Professional Conduct, legal ethics opinions, court cases, and war stories. After completing this session, participants will be able to:Better understand where legal ethics requirements and accounting codes of professional conduct intersectImplement best practices for avoiding legal ethics mistakes and ethical lapses when dealing with accounting expertsIdentify evolving legal ethics issues when dealing with financial informationJorge A. Amador, Kathy Johnson, Tim ShermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Robert J. Malionek and Matthew B. Greenblatt, Current Topics in Professional Ethics Impacting Accountants and Attorneys (May 19, 2022)Matthew B. GreenblattOrder Instituting Public Administrative Proceedings Pursuant to Rule 102(e) of the Commission’s Rules of Practice, Making Findings, and Imposing Remedial Sanctions, In the Matter of Scott David Mahoney, Exchange Act Release No. 96235, AAER No. 4363, Admin. Proc. File No. 3-21230 (November 4, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanOrder Instituting Public Administrative Proceedings Pursuant to Section 4C of the Securities Exchange Act of 1934, and Rule 102(e) of the Commission’s Rules of Practice and Notice of Hearing, In the Matter of Joshua Abrahams, CPA, Exchange Act Release No. 96127, AAER No. 4356, Admin. Proc. File No. 3-21214 (October 21, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialAccountants and Attorneys EthicsKathy Johnson, Tim Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475065 475065 98 G3176 1:16:27 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475090?tCode=WTC5_RSS01 Accounting and financial reporting Accounting cycle International Financial Reporting Standards Generally Accepted Accounting Principles Auditing Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoThe Accounting Cycle and Comparative Accounting: GAAP, IFRS, and Accounting Frameworks [01:19:41]This panel will provide an overview of US generally accepted accounting principles (GAAP) and International Financial Reporting Standards (IFRS). After completing this session, participants will be able to:Better understand the GAAP and IFRS joint standard settingGain insight into the accounting cycleUnderstand the various levels of care inherent in audits, reviews, and complicationsJorge A. Amador, Kathy Johnson, Suzanne R. ThompsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Matthew B. Greenblatt, Lindi Jarvis, Kathy Johnson and Tim Sherman, Accounting Frameworks and Financial Statement ReportingMatthew B. Greenblatt,Tim ShermanPresentation MaterialAccounting Cycle and Comparative AccountingJorge A. Amador, Kathy Johnson, Suzanne R. Thompson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475090 475090 25 G3176 1:19:40 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475089?tCode=WTC5_RSS01 Accounting and financial reporting Accounting cycle International Financial Reporting Standards Generally Accepted Accounting Principles Auditing Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoThe Accounting Cycle and Comparative Accounting: GAAP, IFRS, and Accounting Frameworks [01:19:41]This panel will provide an overview of US generally accepted accounting principles (GAAP) and International Financial Reporting Standards (IFRS). After completing this session, participants will be able to:Better understand the GAAP and IFRS joint standard settingGain insight into the accounting cycleUnderstand the various levels of care inherent in audits, reviews, and complicationsJorge A. Amador, Kathy Johnson, Suzanne R. ThompsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Matthew B. Greenblatt, Lindi Jarvis, Kathy Johnson and Tim Sherman, Accounting Frameworks and Financial Statement ReportingMatthew B. Greenblatt,Tim ShermanPresentation MaterialAccounting Cycle and Comparative AccountingJorge A. Amador, Kathy Johnson, Suzanne R. Thompson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475089 475089 98 G3176 1:20:22 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475088?tCode=WTC5_RSS01 Accounting and financial reporting Accounting cycle International Financial Reporting Standards Generally Accepted Accounting Principles Auditing Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoThe Accounting Cycle and Comparative Accounting: GAAP, IFRS, and Accounting Frameworks [01:19:41]This panel will provide an overview of US generally accepted accounting principles (GAAP) and International Financial Reporting Standards (IFRS). After completing this session, participants will be able to:Better understand the GAAP and IFRS joint standard settingGain insight into the accounting cycleUnderstand the various levels of care inherent in audits, reviews, and complicationsJorge A. Amador, Kathy Johnson, Suzanne R. ThompsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Matthew B. Greenblatt, Lindi Jarvis, Kathy Johnson and Tim Sherman, Accounting Frameworks and Financial Statement ReportingMatthew B. Greenblatt,Tim ShermanPresentation MaterialAccounting Cycle and Comparative AccountingJorge A. Amador, Kathy Johnson, Suzanne R. Thompson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475088 475088 163 G3176 1:20:22 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475073?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoUpdate on Accounting-Related Regulatory and Enforcement Trends [00:01:15]This panel will address current accounting-related regulatory enforcement actions. After completing this session, participants will be able to:Review major cases and legal developmentsIdentify additional regulatory or accounting issues that should be on every attorney and accountant radar screensKnow what to look for during due diligenceGregg Peat, Daniel H.R. LaguardiaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Press Release, SEC Charges Utility Company Entergy Corp. with Internal Accounting Controls Violations (December 20, 2024)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialAccounting Related Regulatory and Enforcement TrendsDaniel H. R. Laguardia, Gregg Peat Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475073 475073 163 G3176 1:18:12 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475075?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoUpdate on Accounting-Related Regulatory and Enforcement Trends [00:01:15]This panel will address current accounting-related regulatory enforcement actions. After completing this session, participants will be able to:Review major cases and legal developmentsIdentify additional regulatory or accounting issues that should be on every attorney and accountant radar screensKnow what to look for during due diligenceGregg Peat, Daniel H.R. LaguardiaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Press Release, SEC Charges Utility Company Entergy Corp. with Internal Accounting Controls Violations (December 20, 2024)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialAccounting Related Regulatory and Enforcement TrendsDaniel H. R. Laguardia, Gregg Peat Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475075 475075 25 G3176 1:17:30 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475074?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoUpdate on Accounting-Related Regulatory and Enforcement Trends [00:01:15]This panel will address current accounting-related regulatory enforcement actions. After completing this session, participants will be able to:Review major cases and legal developmentsIdentify additional regulatory or accounting issues that should be on every attorney and accountant radar screensKnow what to look for during due diligenceGregg Peat, Daniel H.R. LaguardiaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Press Release, SEC Charges Utility Company Entergy Corp. with Internal Accounting Controls Violations (December 20, 2024)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialAccounting Related Regulatory and Enforcement TrendsDaniel H. R. Laguardia, Gregg Peat Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475074 475074 98 G3176 1:18:12 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475080?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Cash flows (Securities filings and financial statements) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoInsights from the Statement of Cash Flows [00:01:15]This panel will address how to use and understand the statement of cash flows. After completing this session, participants will be able to:Gain insight into operating, investing, and financial cash flowsExtrapolate what the statement can tell you about a company’s financial healthBetter understand the significance of supplemental and certain non-cash informationKnow what to look for during due diligenceMark Flinn, Adam RabinowitzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John Scott, Clara Chin and Edith Wong, The Importance of Cash Flows in Evaluating Financial StatementsMatthew B. GreenblattPresentation MaterialInsights from the Statement of Cash FlowsMark Flinn, Adam Rabinowitz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475080 475080 98 G3176 1:16:42 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475079?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Cash flows (Securities filings and financial statements) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoInsights from the Statement of Cash Flows [00:01:15]This panel will address how to use and understand the statement of cash flows. After completing this session, participants will be able to:Gain insight into operating, investing, and financial cash flowsExtrapolate what the statement can tell you about a company’s financial healthBetter understand the significance of supplemental and certain non-cash informationKnow what to look for during due diligenceMark Flinn, Adam RabinowitzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John Scott, Clara Chin and Edith Wong, The Importance of Cash Flows in Evaluating Financial StatementsMatthew B. GreenblattPresentation MaterialInsights from the Statement of Cash FlowsMark Flinn, Adam Rabinowitz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475079 475079 163 G3176 1:16:42 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475081?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Cash flows (Securities filings and financial statements) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoInsights from the Statement of Cash Flows [00:01:15]This panel will address how to use and understand the statement of cash flows. After completing this session, participants will be able to:Gain insight into operating, investing, and financial cash flowsExtrapolate what the statement can tell you about a company’s financial healthBetter understand the significance of supplemental and certain non-cash informationKnow what to look for during due diligenceMark Flinn, Adam RabinowitzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John Scott, Clara Chin and Edith Wong, The Importance of Cash Flows in Evaluating Financial StatementsMatthew B. GreenblattPresentation MaterialInsights from the Statement of Cash FlowsMark Flinn, Adam Rabinowitz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475081 475081 25 G3176 1:16:00 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475078?tCode=WTC5_RSS01 Accounting and financial reporting Securities filings and financial statements Notes (Securities filings and financial statements) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoNotes to the Financial Statement [01:14:15]This panel will discuss how to use the notes of the financial statement to better understand the financial statements themselves. After completing this session, participants will be able to:Identify policies and transactions of interestEnhance their assessment of company performance and financial conditionKnow what to look for during due diligenceTim Sherman, Julia BoeschThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tara A. Mulkeen and Tim Sherman, FTI Consulting, Notes to the Financial Statements: The Rest of the StoryTim Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475078 475078 25 G3176 1:14:15 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475076?tCode=WTC5_RSS01 Accounting and financial reporting Securities filings and financial statements Notes (Securities filings and financial statements) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoNotes to the Financial Statement [01:14:15]This panel will discuss how to use the notes of the financial statement to better understand the financial statements themselves. After completing this session, participants will be able to:Identify policies and transactions of interestEnhance their assessment of company performance and financial conditionKnow what to look for during due diligenceTim Sherman, Julia BoeschThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tara A. Mulkeen and Tim Sherman, FTI Consulting, Notes to the Financial Statements: The Rest of the StoryTim Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475076 475076 163 G3176 1:14:57 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475077?tCode=WTC5_RSS01 Accounting and financial reporting Securities filings and financial statements Notes (Securities filings and financial statements) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoNotes to the Financial Statement [01:14:15]This panel will discuss how to use the notes of the financial statement to better understand the financial statements themselves. After completing this session, participants will be able to:Identify policies and transactions of interestEnhance their assessment of company performance and financial conditionKnow what to look for during due diligenceTim Sherman, Julia BoeschThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tara A. Mulkeen and Tim Sherman, FTI Consulting, Notes to the Financial Statements: The Rest of the StoryTim Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475077 475077 98 G3176 1:14:57 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475070?tCode=WTC5_RSS01 Accounting and financial reporting Internal investigations (Corporate law) Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoThe Internal Control Function and the Impact on Accounting Fraud and Forensic Investigations [00:01:15]This panel will provide an overview of the components of internal control. After completing this session, participants will be able to:Discuss regulatory requirements, such as SOX and FCPA, with clientsBetter understand the responsibilities of management, board, internal and external auditsIdentify how weaknesses in internal controls contribute to fraudulent financial reporting issuesKnow how to work with outside counsel and forensic accountants to perform internal investigationsGain insight into legal and other ramificationsJorge A. Amador, Peter A. LennonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Center for Audit Quality, Guide to Internal Control Over Financial Reporting (May 2019)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialInternal Control FunctionPeter A. Lennon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475070 475070 163 G3176 1:19:32 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475072?tCode=WTC5_RSS01 Accounting and financial reporting Internal investigations (Corporate law) Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoThe Internal Control Function and the Impact on Accounting Fraud and Forensic Investigations [00:01:15]This panel will provide an overview of the components of internal control. After completing this session, participants will be able to:Discuss regulatory requirements, such as SOX and FCPA, with clientsBetter understand the responsibilities of management, board, internal and external auditsIdentify how weaknesses in internal controls contribute to fraudulent financial reporting issuesKnow how to work with outside counsel and forensic accountants to perform internal investigationsGain insight into legal and other ramificationsJorge A. Amador, Peter A. LennonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Center for Audit Quality, Guide to Internal Control Over Financial Reporting (May 2019)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialInternal Control FunctionPeter A. Lennon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475072 475072 25 G3176 1:18:50 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/475071?tCode=WTC5_RSS01 Accounting and financial reporting Internal investigations (Corporate law) Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 21 - 22, 2026 in San FranciscoThe Internal Control Function and the Impact on Accounting Fraud and Forensic Investigations [00:01:15]This panel will provide an overview of the components of internal control. After completing this session, participants will be able to:Discuss regulatory requirements, such as SOX and FCPA, with clientsBetter understand the responsibilities of management, board, internal and external auditsIdentify how weaknesses in internal controls contribute to fraudulent financial reporting issuesKnow how to work with outside counsel and forensic accountants to perform internal investigationsGain insight into legal and other ramificationsJorge A. Amador, Peter A. LennonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Center for Audit Quality, Guide to Internal Control Over Financial Reporting (May 2019)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialInternal Control FunctionPeter A. Lennon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475071 475071 98 G3176 1:19:32 https://www.pli.edu/programs/cybersecurity-best-practices-for-legal-services-providers/473228?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded July 20, 2026 in New YorkThe Cybersecurity Risk Environment – 2026: What Lawyers in Firms and Legal Departments Need to Know [00:01:00]This session will review the cybersecurity risks present in day-to-day legal practice. At the conclusion of this session, participants will be able to:Be aware of current cybersecurity threats, threat actors, and attack vectors in law firms and legal departmentsIdentify trends in data incidents and AI misuseAppreciate the new importance of data localization in the United StatesUnderstand evolving cybersecurity legal standards:Laws and regulationsCase lawIndustry standardsBe aware of reputational and business risk in getting cybersecurity and incident response wrongMark H. Francis (Panel Leader), Ricky Davis Presentation MaterialSegment PPT: The Cybersecurity Risk Environment – 2026: What Lawyers in Firms and Legal Departments Need to KnowRicky Davis, Mark H. Francis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473228 473228 98 G3240 1:04:10 https://www.pli.edu/programs/cybersecurity-best-practices-for-legal-services-providers/473230?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded July 20, 2026 in New YorkThe Cybersecurity Risk Environment – 2026: What Lawyers in Firms and Legal Departments Need to Know [00:01:00]This session will review the cybersecurity risks present in day-to-day legal practice. At the conclusion of this session, participants will be able to:Be aware of current cybersecurity threats, threat actors, and attack vectors in law firms and legal departmentsIdentify trends in data incidents and AI misuseAppreciate the new importance of data localization in the United StatesUnderstand evolving cybersecurity legal standards:Laws and regulationsCase lawIndustry standardsBe aware of reputational and business risk in getting cybersecurity and incident response wrongMark H. Francis (Panel Leader), Ricky Davis Presentation MaterialSegment PPT: The Cybersecurity Risk Environment – 2026: What Lawyers in Firms and Legal Departments Need to KnowRicky Davis, Mark H. Francis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473230 473230 163 G3240 1:04:10 https://www.pli.edu/programs/cybersecurity-best-practices-for-legal-services-providers/473229?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded July 20, 2026 in New YorkThe Cybersecurity Risk Environment – 2026: What Lawyers in Firms and Legal Departments Need to Know [00:01:00]This session will review the cybersecurity risks present in day-to-day legal practice. At the conclusion of this session, participants will be able to:Be aware of current cybersecurity threats, threat actors, and attack vectors in law firms and legal departmentsIdentify trends in data incidents and AI misuseAppreciate the new importance of data localization in the United StatesUnderstand evolving cybersecurity legal standards:Laws and regulationsCase lawIndustry standardsBe aware of reputational and business risk in getting cybersecurity and incident response wrongMark H. Francis (Panel Leader), Ricky Davis Presentation MaterialSegment PPT: The Cybersecurity Risk Environment – 2026: What Lawyers in Firms and Legal Departments Need to KnowRicky Davis, Mark H. Francis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473229 473229 25 G3240 1:03:29 https://www.pli.edu/programs/cybersecurity-best-practices-for-legal-services-providers/473226?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology in law practice Technology Taken from the Web Program Recorded July 20, 2026 in New YorkCybersecurity Do’s and Don’ts – 2026: Best Practices for Today’s Evolving Risk Environment [01:00:08]This session will review cybersecurity best practices for lawyers. At the conclusion of this session, participants will be able to:Have a background in information governance: Do you know where your data is?Understand the impact of AI on cybersecurityUnderstand the pillars of cybersecurity programs: people, process, technologyBe aware of issues around employee trainingUnderstand the lawyer’s role in the cybersecurity program and practice implicationsUnderstand some practical aspects of incident response, includingCybersecurity insurancePreserving attorney-client privilegeEmployee considerations: insider threats, whistleblowersPaul Bond (Panel Leader), Ann E. Gorr, IGP, Cassius K. SimsPresentation MaterialSegment PPT: Cybersecurity Do’s and Don’ts – 2026: Best Practices for Today’s Evolving Risk EnvironmentPaul Bond, Ann E. Gorr, IGP, Cassius K. Sims Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473226 473226 25 G3240 1:00:09 https://www.pli.edu/programs/cybersecurity-best-practices-for-legal-services-providers/473225?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology in law practice Technology Taken from the Web Program Recorded July 20, 2026 in New YorkCybersecurity Do’s and Don’ts – 2026: Best Practices for Today’s Evolving Risk Environment [01:00:08]This session will review cybersecurity best practices for lawyers. At the conclusion of this session, participants will be able to:Have a background in information governance: Do you know where your data is?Understand the impact of AI on cybersecurityUnderstand the pillars of cybersecurity programs: people, process, technologyBe aware of issues around employee trainingUnderstand the lawyer’s role in the cybersecurity program and practice implicationsUnderstand some practical aspects of incident response, includingCybersecurity insurancePreserving attorney-client privilegeEmployee considerations: insider threats, whistleblowersPaul Bond (Panel Leader), Ann E. Gorr, IGP, Cassius K. SimsPresentation MaterialSegment PPT: Cybersecurity Do’s and Don’ts – 2026: Best Practices for Today’s Evolving Risk EnvironmentPaul Bond, Ann E. Gorr, IGP, Cassius K. Sims Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473225 473225 98 G3240 1:00:50 https://www.pli.edu/programs/cybersecurity-best-practices-for-legal-services-providers/473227?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology in law practice Technology Taken from the Web Program Recorded July 20, 2026 in New YorkCybersecurity Do’s and Don’ts – 2026: Best Practices for Today’s Evolving Risk Environment [01:00:08]This session will review cybersecurity best practices for lawyers. At the conclusion of this session, participants will be able to:Have a background in information governance: Do you know where your data is?Understand the impact of AI on cybersecurityUnderstand the pillars of cybersecurity programs: people, process, technologyBe aware of issues around employee trainingUnderstand the lawyer’s role in the cybersecurity program and practice implicationsUnderstand some practical aspects of incident response, includingCybersecurity insurancePreserving attorney-client privilegeEmployee considerations: insider threats, whistleblowersPaul Bond (Panel Leader), Ann E. Gorr, IGP, Cassius K. SimsPresentation MaterialSegment PPT: Cybersecurity Do’s and Don’ts – 2026: Best Practices for Today’s Evolving Risk EnvironmentPaul Bond, Ann E. Gorr, IGP, Cassius K. Sims Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473227 473227 163 G3240 1:00:50 https://www.pli.edu/programs/select-concepts-in-drafting-contracts-analyzing-ambiguities-and-contract-boilerplate/468350?tCode=WTC5_RSS01 Corporate law Practice skills (Corporate law) Legal writing, drafting, and negotiation Practice skills (Securities and other financial products) Taken from the Web Program Recorded July 17, 2026 in New YorkContract Drafting 2: Building on the Basics [00:01:30]Participants will leave this program with a greater understanding of the importance of the following in drafting contracts:More-Advanced ConceptsConditional LanguageLanguage of Exception and SubordinationThe Concept of “Deemed”References to Time“And”/“Or” AmbiguitiesMiscellaneousSignature PagesLegal ArchaismsPresentation MaterialFundamental Concepts in Drafting Contracts: Supplemental OutlineVincent R. MartoranaFundamental Concepts in Drafting Contracts (PowerPoint)Vincent R. Martorana Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468350 468350 98 G3706 1:31:37 https://www.pli.edu/programs/select-concepts-in-drafting-contracts-analyzing-ambiguities-and-contract-boilerplate/468352?tCode=WTC5_RSS01 Corporate law Practice skills (Corporate law) Legal writing, drafting, and negotiation Practice skills (Securities and other financial products) Taken from the Web Program Recorded July 17, 2026 in New YorkContract Drafting 2: Building on the Basics [00:01:30]Participants will leave this program with a greater understanding of the importance of the following in drafting contracts:More-Advanced ConceptsConditional LanguageLanguage of Exception and SubordinationThe Concept of “Deemed”References to Time“And”/“Or” AmbiguitiesMiscellaneousSignature PagesLegal ArchaismsPresentation MaterialFundamental Concepts in Drafting Contracts: Supplemental OutlineVincent R. MartoranaFundamental Concepts in Drafting Contracts (PowerPoint)Vincent R. Martorana Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468352 468352 163 G3706 1:31:37 https://www.pli.edu/programs/select-concepts-in-drafting-contracts-analyzing-ambiguities-and-contract-boilerplate/468354?tCode=WTC5_RSS01 Corporate law Practice skills (Corporate law) Legal writing, drafting, and negotiation Practice skills (Securities and other financial products) Taken from the Web Program Recorded July 17, 2026 in New YorkContract Drafting 2: Building on the Basics [00:01:30]Participants will leave this program with a greater understanding of the importance of the following in drafting contracts:More-Advanced ConceptsConditional LanguageLanguage of Exception and SubordinationThe Concept of “Deemed”References to Time“And”/“Or” AmbiguitiesMiscellaneousSignature PagesLegal ArchaismsPresentation MaterialFundamental Concepts in Drafting Contracts: Supplemental OutlineVincent R. MartoranaFundamental Concepts in Drafting Contracts (PowerPoint)Vincent R. Martorana Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468354 468354 25 G3706 1:30:56 https://www.pli.edu/programs/select-concepts-in-drafting-contracts-analyzing-ambiguities-and-contract-boilerplate/468355?tCode=WTC5_RSS01 Corporate law Practice skills (Corporate law) Legal writing, drafting, and negotiation Practice skills (Securities and other financial products) Taken from the Web Program Recorded July 17, 2026 in New YorkContract Drafting 1: The Basics [01:30:34]Participants will leave this program with a greater understanding of the importance of the following in drafting contracts:Preliminary MattersLegal Drafting vs. Conversation/Prose WritingThe Importance of LanguagePreferences in Contract DraftingPractical ConsiderationsThe Framework of a ContractPreambleRecitalsCategories of Contract LanguagePresentation MaterialPanel PowerpointFundamental Concepts in Drafting Contracts: Supplemental OutlineVincent R. MartoranaFundamental Concepts in Drafting Contracts (PowerPoint)Vincent R. Martorana Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468355 468355 25 G3706 1:30:35 https://www.pli.edu/programs/select-concepts-in-drafting-contracts-analyzing-ambiguities-and-contract-boilerplate/468351?tCode=WTC5_RSS01 Corporate law Practice skills (Corporate law) Legal writing, drafting, and negotiation Practice skills (Securities and other financial products) Taken from the Web Program Recorded July 17, 2026 in New YorkContract Drafting 1: The Basics [01:30:34]Participants will leave this program with a greater understanding of the importance of the following in drafting contracts:Preliminary MattersLegal Drafting vs. Conversation/Prose WritingThe Importance of LanguagePreferences in Contract DraftingPractical ConsiderationsThe Framework of a ContractPreambleRecitalsCategories of Contract LanguagePresentation MaterialPanel PowerpointFundamental Concepts in Drafting Contracts: Supplemental OutlineVincent R. MartoranaFundamental Concepts in Drafting Contracts (PowerPoint)Vincent R. Martorana Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468351 468351 98 G3706 1:31:16 https://www.pli.edu/programs/select-concepts-in-drafting-contracts-analyzing-ambiguities-and-contract-boilerplate/468353?tCode=WTC5_RSS01 Corporate law Practice skills (Corporate law) Legal writing, drafting, and negotiation Practice skills (Securities and other financial products) Taken from the Web Program Recorded July 17, 2026 in New YorkContract Drafting 1: The Basics [01:30:34]Participants will leave this program with a greater understanding of the importance of the following in drafting contracts:Preliminary MattersLegal Drafting vs. Conversation/Prose WritingThe Importance of LanguagePreferences in Contract DraftingPractical ConsiderationsThe Framework of a ContractPreambleRecitalsCategories of Contract LanguagePresentation MaterialPanel PowerpointFundamental Concepts in Drafting Contracts: Supplemental OutlineVincent R. MartoranaFundamental Concepts in Drafting Contracts (PowerPoint)Vincent R. Martorana Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468353 468353 163 G3706 1:31:16 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472935?tCode=WTC5_RSS01 Legal technology Technology in law practice Technology Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkIntroduction to AI Technology and Uses in Law Practice [01:04:46]This session provides an essential and practical introduction to artificial intelligence, data analytics, and a survey of the broad landscape of computational technologies used in law practice. After completing this session, participants will have a greater understanding of:The foundational technologies underlying today’s artificial intelligence tools used in legal practice, including data-driven AI, machine learning, deep learning, generative AI, LLMs, and agentic AIHow data-driven AI systems are developed and trained, what they are capable of doing and their key limitations and risksGeneral benefits and risks of using AI tools in law practice and modes of access (e.g., public web, private conversational AI tool, traditional legal research provider, etc.), including an overview of capturing benefits and mitigating risksAI in law practice use cases, including legal research, document review, contract review, memo drafting, brief drafting, contract drafting, summarization, extracting information, judges analyzing briefs and drafting opinions, and self-help tools to improve access to justiceThe benefits of a “People, Process, Data, Technology” approach to innovation in law practiceDaniel W. Linna Jr.Presentation MaterialSegment Handout: NIST, Generative AI ProfileSegment PPT: Introduction to AI Technology and Uses in Law PracticeDaniel W. Linna Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472935 472935 25 G5195 1:04:46 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472933?tCode=WTC5_RSS01 Legal technology Technology in law practice Technology Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkIntroduction to AI Technology and Uses in Law Practice [01:04:46]This session provides an essential and practical introduction to artificial intelligence, data analytics, and a survey of the broad landscape of computational technologies used in law practice. After completing this session, participants will have a greater understanding of:The foundational technologies underlying today’s artificial intelligence tools used in legal practice, including data-driven AI, machine learning, deep learning, generative AI, LLMs, and agentic AIHow data-driven AI systems are developed and trained, what they are capable of doing and their key limitations and risksGeneral benefits and risks of using AI tools in law practice and modes of access (e.g., public web, private conversational AI tool, traditional legal research provider, etc.), including an overview of capturing benefits and mitigating risksAI in law practice use cases, including legal research, document review, contract review, memo drafting, brief drafting, contract drafting, summarization, extracting information, judges analyzing briefs and drafting opinions, and self-help tools to improve access to justiceThe benefits of a “People, Process, Data, Technology” approach to innovation in law practiceDaniel W. Linna Jr.Presentation MaterialSegment Handout: NIST, Generative AI ProfileSegment PPT: Introduction to AI Technology and Uses in Law PracticeDaniel W. Linna Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472933 472933 163 G5195 1:05:28 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472934?tCode=WTC5_RSS01 Legal technology Technology in law practice Technology Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkIntroduction to AI Technology and Uses in Law Practice [01:04:46]This session provides an essential and practical introduction to artificial intelligence, data analytics, and a survey of the broad landscape of computational technologies used in law practice. After completing this session, participants will have a greater understanding of:The foundational technologies underlying today’s artificial intelligence tools used in legal practice, including data-driven AI, machine learning, deep learning, generative AI, LLMs, and agentic AIHow data-driven AI systems are developed and trained, what they are capable of doing and their key limitations and risksGeneral benefits and risks of using AI tools in law practice and modes of access (e.g., public web, private conversational AI tool, traditional legal research provider, etc.), including an overview of capturing benefits and mitigating risksAI in law practice use cases, including legal research, document review, contract review, memo drafting, brief drafting, contract drafting, summarization, extracting information, judges analyzing briefs and drafting opinions, and self-help tools to improve access to justiceThe benefits of a “People, Process, Data, Technology” approach to innovation in law practiceDaniel W. Linna Jr.Presentation MaterialSegment Handout: NIST, Generative AI ProfileSegment PPT: Introduction to AI Technology and Uses in Law PracticeDaniel W. Linna Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472934 472934 98 G5195 1:05:28 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472918?tCode=WTC5_RSS01 Legal innovation Performance and work-product quality Technology in law practice Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkIntegrating AI Tools Into Workflows and Driving Innovation [00:01:00]This session will explore how AI tools are being integrated into workflows and related efforts to drive innovation in legal organizations. After completing this session, participants will be able to:Provide examples of how AI tools are being integrated into workflowsIdentify best practices and lessons learned at the individual level and for incorporating AI tools within legal organizationsExplain the need for a “People, Process, Data, Technology” approach to innovation in law practiceUnderstand the importance of data governance, data hygiene, and feedback loops to improve AI systemsConsider how to reimagine legal workflows to optimize contributions from lawyers and machines, accelerate the learning of lawyers using AI systems, and dramatically improve work-product quality, outcomes, and the value provided to clientsComprehend change management basics and practical steps to foster adoption of AI toolsDaniel W. Linna Jr. (Panel Leader), Alex Crowley, Silvia A. LeBlanc, Diana G. SantosPresentation MaterialSegment PPT: Integrating AI Tools Into Workflows and Driving InnovationAlex Crowley, Silvia A. LeBlanc, Daniel W. Linna Jr., Diana G. SantosSegment Handout: IBM Institute for Business Values, Global C-suite Series: 2026 Tech Leader Study, Redefining the tech leader’s mandate: Building the IT foundation for agentic AI at scale (June 2026)Segment Handout: IBM Institute for Business Values, Global C-suite Series: 2026 CEO Study, Rewiring the C-suite: the fast track to 2030 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472918 472918 163 G5195 1:01:26 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472919?tCode=WTC5_RSS01 Legal innovation Performance and work-product quality Technology in law practice Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkIntegrating AI Tools Into Workflows and Driving Innovation [00:01:00]This session will explore how AI tools are being integrated into workflows and related efforts to drive innovation in legal organizations. After completing this session, participants will be able to:Provide examples of how AI tools are being integrated into workflowsIdentify best practices and lessons learned at the individual level and for incorporating AI tools within legal organizationsExplain the need for a “People, Process, Data, Technology” approach to innovation in law practiceUnderstand the importance of data governance, data hygiene, and feedback loops to improve AI systemsConsider how to reimagine legal workflows to optimize contributions from lawyers and machines, accelerate the learning of lawyers using AI systems, and dramatically improve work-product quality, outcomes, and the value provided to clientsComprehend change management basics and practical steps to foster adoption of AI toolsDaniel W. Linna Jr. (Panel Leader), Alex Crowley, Silvia A. LeBlanc, Diana G. SantosPresentation MaterialSegment PPT: Integrating AI Tools Into Workflows and Driving InnovationAlex Crowley, Silvia A. LeBlanc, Daniel W. Linna Jr., Diana G. SantosSegment Handout: IBM Institute for Business Values, Global C-suite Series: 2026 Tech Leader Study, Redefining the tech leader’s mandate: Building the IT foundation for agentic AI at scale (June 2026)Segment Handout: IBM Institute for Business Values, Global C-suite Series: 2026 CEO Study, Rewiring the C-suite: the fast track to 2030 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472919 472919 98 G5195 1:01:26 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472920?tCode=WTC5_RSS01 Legal innovation Performance and work-product quality Technology in law practice Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkIntegrating AI Tools Into Workflows and Driving Innovation [00:01:00]This session will explore how AI tools are being integrated into workflows and related efforts to drive innovation in legal organizations. After completing this session, participants will be able to:Provide examples of how AI tools are being integrated into workflowsIdentify best practices and lessons learned at the individual level and for incorporating AI tools within legal organizationsExplain the need for a “People, Process, Data, Technology” approach to innovation in law practiceUnderstand the importance of data governance, data hygiene, and feedback loops to improve AI systemsConsider how to reimagine legal workflows to optimize contributions from lawyers and machines, accelerate the learning of lawyers using AI systems, and dramatically improve work-product quality, outcomes, and the value provided to clientsComprehend change management basics and practical steps to foster adoption of AI toolsDaniel W. Linna Jr. (Panel Leader), Alex Crowley, Silvia A. LeBlanc, Diana G. SantosPresentation MaterialSegment PPT: Integrating AI Tools Into Workflows and Driving InnovationAlex Crowley, Silvia A. LeBlanc, Daniel W. Linna Jr., Diana G. SantosSegment Handout: IBM Institute for Business Values, Global C-suite Series: 2026 Tech Leader Study, Redefining the tech leader’s mandate: Building the IT foundation for agentic AI at scale (June 2026)Segment Handout: IBM Institute for Business Values, Global C-suite Series: 2026 CEO Study, Rewiring the C-suite: the fast track to 2030 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472920 472920 25 G5195 1:00:44 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472925?tCode=WTC5_RSS01 Technology in law practice Technology Artificial intelligence Taken from the Web Program Recorded July 16, 2026 in New YorkAI in the Courts [00:01:00]This session will examine the use of AI by courts, as well as judges’ expectations for attorney use of AI tools. At the conclusion of this session, participants will have a greater understanding of:How judges are using AI, including summarizing and analyzing briefs and evidenceJudges expectations for lawyers and self-represented litigants using AIBenefits and risks of using AI for various judicial tasksObstacles to modernizing the courtsTrends and the future of AI in the courtsDaniel W. Linna Jr. (Panel Leader), Hon. Maritza Dominguez Braswell, Hon. Jesse M. Furman, Hon. Linda Kevins, Hon. Xavier RodriguezPresentation MaterialPollingSegment Handout: Thomson Reuters, Between hype and fear: Why I have not issued a standing order on AIHon. Maritza Dominguez BraswellSegment Handout: Working Draft of Rule 901(c): Potentially Fabricated Evidence Created by Generative Artificial Intelligence, Working DraftHon. Jesse M. FurmanSegment Handout: Proposed Rule 707: Evidence Produced by Artificial Intelligence and Presented at Trial Without an Expert, Working DraftHon. Jesse M. FurmanSegment Handout: Recent Developments in AI for Litigation and eDiscoveryHon. Xavier RodriguezSegment Handout: Cassata v. Michael Macrina Architect, P.C., 250 N.Y.S.3d 778 (Sup. Ct. Suffolk Cty. 2026)Hon. Linda KevinsSegment Handout: Morgan v. V2X, Inc., No. 1:25-cv-01991-SKC-MDB (D. Colo. Mar. 30, 2026)Hon. Maritza Dominguez BraswellSegment Handout: Premier AI, Hallucinations and VerificationHon. Linda KevinsSegment Handout:Artificial Intelligence in Federal Courts: A Random-Sample Survey of Judges, 27 The Sedona Conference JournalDaniel W. Linna Jr., Hon. Xavier Rodriguez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472925 472925 98 G5195 1:01:03 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472924?tCode=WTC5_RSS01 Technology in law practice Technology Artificial intelligence Taken from the Web Program Recorded July 16, 2026 in New YorkAI in the Courts [00:01:00]This session will examine the use of AI by courts, as well as judges’ expectations for attorney use of AI tools. At the conclusion of this session, participants will have a greater understanding of:How judges are using AI, including summarizing and analyzing briefs and evidenceJudges expectations for lawyers and self-represented litigants using AIBenefits and risks of using AI for various judicial tasksObstacles to modernizing the courtsTrends and the future of AI in the courtsDaniel W. Linna Jr. (Panel Leader), Hon. Maritza Dominguez Braswell, Hon. Jesse M. Furman, Hon. Linda Kevins, Hon. Xavier RodriguezPresentation MaterialPollingSegment Handout: Thomson Reuters, Between hype and fear: Why I have not issued a standing order on AIHon. Maritza Dominguez BraswellSegment Handout: Working Draft of Rule 901(c): Potentially Fabricated Evidence Created by Generative Artificial Intelligence, Working DraftHon. Jesse M. FurmanSegment Handout: Proposed Rule 707: Evidence Produced by Artificial Intelligence and Presented at Trial Without an Expert, Working DraftHon. Jesse M. FurmanSegment Handout: Recent Developments in AI for Litigation and eDiscoveryHon. Xavier RodriguezSegment Handout: Cassata v. Michael Macrina Architect, P.C., 250 N.Y.S.3d 778 (Sup. Ct. Suffolk Cty. 2026)Hon. Linda KevinsSegment Handout: Morgan v. V2X, Inc., No. 1:25-cv-01991-SKC-MDB (D. Colo. Mar. 30, 2026)Hon. Maritza Dominguez BraswellSegment Handout: Premier AI, Hallucinations and VerificationHon. Linda KevinsSegment Handout:Artificial Intelligence in Federal Courts: A Random-Sample Survey of Judges, 27 The Sedona Conference JournalDaniel W. Linna Jr., Hon. Xavier Rodriguez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472924 472924 163 G5195 1:01:03 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472926?tCode=WTC5_RSS01 Technology in law practice Technology Artificial intelligence Taken from the Web Program Recorded July 16, 2026 in New YorkAI in the Courts [00:01:00]This session will examine the use of AI by courts, as well as judges’ expectations for attorney use of AI tools. At the conclusion of this session, participants will have a greater understanding of:How judges are using AI, including summarizing and analyzing briefs and evidenceJudges expectations for lawyers and self-represented litigants using AIBenefits and risks of using AI for various judicial tasksObstacles to modernizing the courtsTrends and the future of AI in the courtsDaniel W. Linna Jr. (Panel Leader), Hon. Maritza Dominguez Braswell, Hon. Jesse M. Furman, Hon. Linda Kevins, Hon. Xavier RodriguezPresentation MaterialPollingSegment Handout: Thomson Reuters, Between hype and fear: Why I have not issued a standing order on AIHon. Maritza Dominguez BraswellSegment Handout: Working Draft of Rule 901(c): Potentially Fabricated Evidence Created by Generative Artificial Intelligence, Working DraftHon. Jesse M. FurmanSegment Handout: Proposed Rule 707: Evidence Produced by Artificial Intelligence and Presented at Trial Without an Expert, Working DraftHon. Jesse M. FurmanSegment Handout: Recent Developments in AI for Litigation and eDiscoveryHon. Xavier RodriguezSegment Handout: Cassata v. Michael Macrina Architect, P.C., 250 N.Y.S.3d 778 (Sup. Ct. Suffolk Cty. 2026)Hon. Linda KevinsSegment Handout: Morgan v. V2X, Inc., No. 1:25-cv-01991-SKC-MDB (D. Colo. Mar. 30, 2026)Hon. Maritza Dominguez BraswellSegment Handout: Premier AI, Hallucinations and VerificationHon. Linda KevinsSegment Handout:Artificial Intelligence in Federal Courts: A Random-Sample Survey of Judges, 27 The Sedona Conference JournalDaniel W. Linna Jr., Hon. Xavier Rodriguez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472926 472926 25 G5195 1:00:21 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472929?tCode=WTC5_RSS01 Ethics and professional responsibility Legal innovation Technology in law practice Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkEvaluating AI Performance, Assessing Benefits and Risks, and Fulfilling Legal Ethics Obligations in Law Practice [01:00:30]This session discusses approaches to evaluating the performance of legal tasks, including when performed by humans, AI, and a combination of humans and AI, assessing benefits, risks, and impacts of various approaches, mitigating risks, and fulfilling ethical obligations. After completing this session, participants will be able to:Understand how to satisfy the requirement of technological competence and how to keep abreast of changes in the capabilities of generative AI, other AI tools, and next generation AI systems and the competent integration of these tools into legal workflows (Competence (Rule 1.1))Understand practical lessons learned from research and evaluations of AI systemsUnderstand potential risks to confidentiality posed by AI systems and approaches to eliminate or mitigate them (Confidentiality (Rule 1.6))Identify potential AI bias issues: identifying and mitigating bias, impacts, and harms in AI, human, and AI+Human systemsUnderstand the impact of AI on communicated with the client (Rule 1.4), on reasonable fees, and on the duty to supervise (Rules 5.1 and 5.3)Understand the emerging law of how AI use may impact attorney-client privilege and the work-product doctrine and how to mitigate the risks of waiverUnderstand considerations and what questions to ask before using a tool for a legal task, while using or overseeing use of tools, and before and during AI tool integration into legal workflows responsibly to maximize benefits, manage risks, and comply with ethical dutiesDaniel W. Linna Jr. (Panel Leader), April Dawson, Jennifer Finnegan, David A. GordonPresentation MaterialSegment Handout: Alabama State Bar,Artificial Intelligence Use: Best Practices Under Existing Professional Conduct RulesSegment Handout: Sidley Austin LLP, When “The Devil Made Me Do It” Is Not a Defense: Lessons in AI Governance and Organizational Oversight from an SDNY DecisionSegment Handout: Sidley Austin LLP, Generative AI in Discovery: Protective Orders as an Emerging Point of DisputeSegment Handout: Sidley Austin LLP, Generative AI and Privilege: Practical Lessons from Two Early Decisions and What Comes NextSegment PPT:Evaluating AI Performance, Assessing Benefits and Risks, and Fulfilling Legal Ethics Obligations in Law PracticeApril Dawson, Jennifer Finnegan, David A. Gordon, Daniel W. Linna Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472929 472929 25 G5195 1:00:30 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472928?tCode=WTC5_RSS01 Ethics and professional responsibility Legal innovation Technology in law practice Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkEvaluating AI Performance, Assessing Benefits and Risks, and Fulfilling Legal Ethics Obligations in Law Practice [01:00:30]This session discusses approaches to evaluating the performance of legal tasks, including when performed by humans, AI, and a combination of humans and AI, assessing benefits, risks, and impacts of various approaches, mitigating risks, and fulfilling ethical obligations. After completing this session, participants will be able to:Understand how to satisfy the requirement of technological competence and how to keep abreast of changes in the capabilities of generative AI, other AI tools, and next generation AI systems and the competent integration of these tools into legal workflows (Competence (Rule 1.1))Understand practical lessons learned from research and evaluations of AI systemsUnderstand potential risks to confidentiality posed by AI systems and approaches to eliminate or mitigate them (Confidentiality (Rule 1.6))Identify potential AI bias issues: identifying and mitigating bias, impacts, and harms in AI, human, and AI+Human systemsUnderstand the impact of AI on communicated with the client (Rule 1.4), on reasonable fees, and on the duty to supervise (Rules 5.1 and 5.3)Understand the emerging law of how AI use may impact attorney-client privilege and the work-product doctrine and how to mitigate the risks of waiverUnderstand considerations and what questions to ask before using a tool for a legal task, while using or overseeing use of tools, and before and during AI tool integration into legal workflows responsibly to maximize benefits, manage risks, and comply with ethical dutiesDaniel W. Linna Jr. (Panel Leader), April Dawson, Jennifer Finnegan, David A. GordonPresentation MaterialSegment Handout: Alabama State Bar,Artificial Intelligence Use: Best Practices Under Existing Professional Conduct RulesSegment Handout: Sidley Austin LLP, When “The Devil Made Me Do It” Is Not a Defense: Lessons in AI Governance and Organizational Oversight from an SDNY DecisionSegment Handout: Sidley Austin LLP, Generative AI in Discovery: Protective Orders as an Emerging Point of DisputeSegment Handout: Sidley Austin LLP, Generative AI and Privilege: Practical Lessons from Two Early Decisions and What Comes NextSegment PPT:Evaluating AI Performance, Assessing Benefits and Risks, and Fulfilling Legal Ethics Obligations in Law PracticeApril Dawson, Jennifer Finnegan, David A. Gordon, Daniel W. Linna Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472928 472928 98 G5195 1:01:12 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472927?tCode=WTC5_RSS01 Ethics and professional responsibility Legal innovation Technology in law practice Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkEvaluating AI Performance, Assessing Benefits and Risks, and Fulfilling Legal Ethics Obligations in Law Practice [01:00:30]This session discusses approaches to evaluating the performance of legal tasks, including when performed by humans, AI, and a combination of humans and AI, assessing benefits, risks, and impacts of various approaches, mitigating risks, and fulfilling ethical obligations. After completing this session, participants will be able to:Understand how to satisfy the requirement of technological competence and how to keep abreast of changes in the capabilities of generative AI, other AI tools, and next generation AI systems and the competent integration of these tools into legal workflows (Competence (Rule 1.1))Understand practical lessons learned from research and evaluations of AI systemsUnderstand potential risks to confidentiality posed by AI systems and approaches to eliminate or mitigate them (Confidentiality (Rule 1.6))Identify potential AI bias issues: identifying and mitigating bias, impacts, and harms in AI, human, and AI+Human systemsUnderstand the impact of AI on communicated with the client (Rule 1.4), on reasonable fees, and on the duty to supervise (Rules 5.1 and 5.3)Understand the emerging law of how AI use may impact attorney-client privilege and the work-product doctrine and how to mitigate the risks of waiverUnderstand considerations and what questions to ask before using a tool for a legal task, while using or overseeing use of tools, and before and during AI tool integration into legal workflows responsibly to maximize benefits, manage risks, and comply with ethical dutiesDaniel W. Linna Jr. (Panel Leader), April Dawson, Jennifer Finnegan, David A. GordonPresentation MaterialSegment Handout: Alabama State Bar,Artificial Intelligence Use: Best Practices Under Existing Professional Conduct RulesSegment Handout: Sidley Austin LLP, When “The Devil Made Me Do It” Is Not a Defense: Lessons in AI Governance and Organizational Oversight from an SDNY DecisionSegment Handout: Sidley Austin LLP, Generative AI in Discovery: Protective Orders as an Emerging Point of DisputeSegment Handout: Sidley Austin LLP, Generative AI and Privilege: Practical Lessons from Two Early Decisions and What Comes NextSegment PPT:Evaluating AI Performance, Assessing Benefits and Risks, and Fulfilling Legal Ethics Obligations in Law PracticeApril Dawson, Jennifer Finnegan, David A. Gordon, Daniel W. Linna Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472927 472927 163 G5195 1:01:12 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472917?tCode=WTC5_RSS01 Legal innovation Technology in law practice Technology Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkBuilding and Customizing AI Tools in Legal Organizations [01:03:34]This session explores examples of legal organizations building their own and customizing AI tools for legal tasks. After completing this session, participants will be able to:Discuss why a legal organization might want to build their own or customize AI tools for legal tasks (or why not)Identify the resources needed to build or customize AI tools, including data, compute and hardware, and professionalsIdentify modes of access to generative AI tools, including via web browser, private instance, and Application Programming Interface (API)Be familiar with no code, low code, document assembly, and other toolsUnderstand some of the topics related to building and customizing AI tools, including fine-tuning, adjusting hyperparameters, prompt engineering, retrieval augmented generation (RAG), etc.Daniel W. Linna Jr. (Panel Leader), Rachel Dooley, John Elbasan, Silvia A. LeBlanc, John ScrudatoPresentation MaterialSegment Handout: NIST, AI FrameworkSegment Handout: Building and Customizing AI Tools in Legal OrganizationsJohn ScrudatoSegment PPT: 07-16-2026_1615_208696_Scrudato_R1John Scrudato Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472917 472917 25 G5195 1:03:34 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472915?tCode=WTC5_RSS01 Legal innovation Technology in law practice Technology Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkBuilding and Customizing AI Tools in Legal Organizations [01:03:34]This session explores examples of legal organizations building their own and customizing AI tools for legal tasks. After completing this session, participants will be able to:Discuss why a legal organization might want to build their own or customize AI tools for legal tasks (or why not)Identify the resources needed to build or customize AI tools, including data, compute and hardware, and professionalsIdentify modes of access to generative AI tools, including via web browser, private instance, and Application Programming Interface (API)Be familiar with no code, low code, document assembly, and other toolsUnderstand some of the topics related to building and customizing AI tools, including fine-tuning, adjusting hyperparameters, prompt engineering, retrieval augmented generation (RAG), etc.Daniel W. Linna Jr. (Panel Leader), Rachel Dooley, John Elbasan, Silvia A. LeBlanc, John ScrudatoPresentation MaterialSegment Handout: NIST, AI FrameworkSegment Handout: Building and Customizing AI Tools in Legal OrganizationsJohn ScrudatoSegment PPT: 07-16-2026_1615_208696_Scrudato_R1John Scrudato Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472915 472915 163 G5195 1:04:16 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472916?tCode=WTC5_RSS01 Legal innovation Technology in law practice Technology Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkBuilding and Customizing AI Tools in Legal Organizations [01:03:34]This session explores examples of legal organizations building their own and customizing AI tools for legal tasks. After completing this session, participants will be able to:Discuss why a legal organization might want to build their own or customize AI tools for legal tasks (or why not)Identify the resources needed to build or customize AI tools, including data, compute and hardware, and professionalsIdentify modes of access to generative AI tools, including via web browser, private instance, and Application Programming Interface (API)Be familiar with no code, low code, document assembly, and other toolsUnderstand some of the topics related to building and customizing AI tools, including fine-tuning, adjusting hyperparameters, prompt engineering, retrieval augmented generation (RAG), etc.Daniel W. Linna Jr. (Panel Leader), Rachel Dooley, John Elbasan, Silvia A. LeBlanc, John ScrudatoPresentation MaterialSegment Handout: NIST, AI FrameworkSegment Handout: Building and Customizing AI Tools in Legal OrganizationsJohn ScrudatoSegment PPT: 07-16-2026_1615_208696_Scrudato_R1John Scrudato Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472916 472916 98 G5195 1:04:16 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472922?tCode=WTC5_RSS01 Legal innovation Technology in law practice Technology Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkAI Use Cases in Legal Organizations [00:01:00]This session provides universal lessons learned by examining concrete AI use cases for specific legal tasks that are similar in a range of organizations, from law firms and corporate legal departments to legal aid organizations and courts. After completing this session, participants will have a greater understanding of specific AI use cases, including generative AI, in legal organizations to:Review and extract information from contracts and other types of documentsDraft, review, and refine contracts, motions, briefs, correspondence, and other types of writingSummarize documents, transcripts, voluminous legislation, regulatory guidance, and other informationProvide guidance to consumers and experts with expert systems and conversational AI tools, including systems that check for errors and provide constructive feedback to usersAnalyze motions and briefs and draft opinions and ordersConduct legal research, improve time entry, analyze and clean data, and back-office tasksDaniel W. Linna Jr. (Panel Leader), Elana Nightingale Dawson, John Hamill, Evan J. Shenkman Presentation MaterialPollingSegment Handout: Thomson Reuters, Future of Professionals Report 2026Practical Insights on the Use of Generative AI by Lawyers (PPT)John Hamill Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472922 472922 98 G5195 1:01:47 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472923?tCode=WTC5_RSS01 Legal innovation Technology in law practice Technology Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkAI Use Cases in Legal Organizations [00:01:00]This session provides universal lessons learned by examining concrete AI use cases for specific legal tasks that are similar in a range of organizations, from law firms and corporate legal departments to legal aid organizations and courts. After completing this session, participants will have a greater understanding of specific AI use cases, including generative AI, in legal organizations to:Review and extract information from contracts and other types of documentsDraft, review, and refine contracts, motions, briefs, correspondence, and other types of writingSummarize documents, transcripts, voluminous legislation, regulatory guidance, and other informationProvide guidance to consumers and experts with expert systems and conversational AI tools, including systems that check for errors and provide constructive feedback to usersAnalyze motions and briefs and draft opinions and ordersConduct legal research, improve time entry, analyze and clean data, and back-office tasksDaniel W. Linna Jr. (Panel Leader), Elana Nightingale Dawson, John Hamill, Evan J. Shenkman Presentation MaterialPollingSegment Handout: Thomson Reuters, Future of Professionals Report 2026Practical Insights on the Use of Generative AI by Lawyers (PPT)John Hamill Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472923 472923 25 G5195 1:01:06 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472921?tCode=WTC5_RSS01 Legal innovation Technology in law practice Technology Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkAI Use Cases in Legal Organizations [00:01:00]This session provides universal lessons learned by examining concrete AI use cases for specific legal tasks that are similar in a range of organizations, from law firms and corporate legal departments to legal aid organizations and courts. After completing this session, participants will have a greater understanding of specific AI use cases, including generative AI, in legal organizations to:Review and extract information from contracts and other types of documentsDraft, review, and refine contracts, motions, briefs, correspondence, and other types of writingSummarize documents, transcripts, voluminous legislation, regulatory guidance, and other informationProvide guidance to consumers and experts with expert systems and conversational AI tools, including systems that check for errors and provide constructive feedback to usersAnalyze motions and briefs and draft opinions and ordersConduct legal research, improve time entry, analyze and clean data, and back-office tasksDaniel W. Linna Jr. (Panel Leader), Elana Nightingale Dawson, John Hamill, Evan J. Shenkman Presentation MaterialPollingSegment Handout: Thomson Reuters, Future of Professionals Report 2026Practical Insights on the Use of Generative AI by Lawyers (PPT)John Hamill Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472921 472921 163 G5195 1:01:47 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472931?tCode=WTC5_RSS01 Legal technology Technology in law practice Technology Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkDeeper Dive Into Generative and Agentic AI for Law Practice: Models, Training, Prompting, Agents, APIs, and More [00:01:00]This session goes beyond basics to foster a functional understanding of generative and agentic AI tools that is needed to use them responsibly and well. After completing this session, participants will have a greater understanding of:How generative AI systems work, how they are developed, the resources (e.g., data, compute, professionals) needed to train them, and terminologyWhat Generative AI systems do well and what they do poorlyAgentic AI, AI system tool use and agentsPrompt engineering best practices and techniquesThe basics of retrieval augmented generation (RAG) and fine-tuning modelsThe significance of Application Programming Interfaces (APIs) and hyperparameters (e.g., temperature)Implications and considerations for generative and agentic AI tool use in legal practiceDaniel W. Linna Jr., V.S. SubrahmanianPresentation MaterialSegment PPT: Deeper Dive Into Generative and Agentic AI for Law Practice: Models, Training, Prompting, Agents, APIs, and MoreDaniel W. Linna Jr., V.S. Subrahmanian Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472931 472931 98 G5195 1:00:54 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472930?tCode=WTC5_RSS01 Legal technology Technology in law practice Technology Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkDeeper Dive Into Generative and Agentic AI for Law Practice: Models, Training, Prompting, Agents, APIs, and More [00:01:00]This session goes beyond basics to foster a functional understanding of generative and agentic AI tools that is needed to use them responsibly and well. After completing this session, participants will have a greater understanding of:How generative AI systems work, how they are developed, the resources (e.g., data, compute, professionals) needed to train them, and terminologyWhat Generative AI systems do well and what they do poorlyAgentic AI, AI system tool use and agentsPrompt engineering best practices and techniquesThe basics of retrieval augmented generation (RAG) and fine-tuning modelsThe significance of Application Programming Interfaces (APIs) and hyperparameters (e.g., temperature)Implications and considerations for generative and agentic AI tool use in legal practiceDaniel W. Linna Jr., V.S. SubrahmanianPresentation MaterialSegment PPT: Deeper Dive Into Generative and Agentic AI for Law Practice: Models, Training, Prompting, Agents, APIs, and MoreDaniel W. Linna Jr., V.S. Subrahmanian Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472930 472930 163 G5195 1:00:54 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/472932?tCode=WTC5_RSS01 Legal technology Technology in law practice Technology Artificial intelligence Generative AI Taken from the Web Program Recorded July 16, 2026 in New YorkDeeper Dive Into Generative and Agentic AI for Law Practice: Models, Training, Prompting, Agents, APIs, and More [00:01:00]This session goes beyond basics to foster a functional understanding of generative and agentic AI tools that is needed to use them responsibly and well. After completing this session, participants will have a greater understanding of:How generative AI systems work, how they are developed, the resources (e.g., data, compute, professionals) needed to train them, and terminologyWhat Generative AI systems do well and what they do poorlyAgentic AI, AI system tool use and agentsPrompt engineering best practices and techniquesThe basics of retrieval augmented generation (RAG) and fine-tuning modelsThe significance of Application Programming Interfaces (APIs) and hyperparameters (e.g., temperature)Implications and considerations for generative and agentic AI tool use in legal practiceDaniel W. Linna Jr., V.S. SubrahmanianPresentation MaterialSegment PPT: Deeper Dive Into Generative and Agentic AI for Law Practice: Models, Training, Prompting, Agents, APIs, and MoreDaniel W. Linna Jr., V.S. Subrahmanian Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472932 472932 25 G5195 1:00:12 https://www.pli.edu/programs/opioid-epidemic-2020-representing-the-pro-bono-client/473132?tCode=WTC5_RSS01 Ethics and professional responsibility Confidentiality (Ethics and professional responsibility) Ethical issues (Ethics and professional responsibility) Health care Public interest law and pro bono Taken from the Web Program Recorded July 16, 2026 in New YorkEthical Issues That Can Arise for Civil Legal Services Attorneys Helping Clients Impacted by Substance Use Disorders [01:01:19]This presentation will address attorney ethics obligations that may arise when providing legal services to clients with substance use disorders and/or their family members. After completing this session, participants will be better able to:Identify and apply ethics rules and guidanceFocus on select Rules of Professional ConductReview legal obligations that may arise including those related to attorney competency, scope of representation, diligence, communications, confidentiality of information, conflicts, client capacity, and supervisory responsibilitiesJulia Cummings, Stefanie K. DavisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Considerations for Representing Clients with Substance Use Disorder (May 2026)Julia Cummings,Stefanie K. DavisPresentation Material5. Potential Ethical Issues When Helping Clients Impacted by Substance Use Disorders (PowerPoint Slides)Julia Cummings, Stefanie K. Davis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473132 473132 25 G3996 1:01:19 https://www.pli.edu/programs/opioid-epidemic-2020-representing-the-pro-bono-client/473136?tCode=WTC5_RSS01 Ethics and professional responsibility Confidentiality (Ethics and professional responsibility) Ethical issues (Ethics and professional responsibility) Health care Public interest law and pro bono Taken from the Web Program Recorded July 16, 2026 in New YorkEthical Issues That Can Arise for Civil Legal Services Attorneys Helping Clients Impacted by Substance Use Disorders [01:01:19]This presentation will address attorney ethics obligations that may arise when providing legal services to clients with substance use disorders and/or their family members. After completing this session, participants will be better able to:Identify and apply ethics rules and guidanceFocus on select Rules of Professional ConductReview legal obligations that may arise including those related to attorney competency, scope of representation, diligence, communications, confidentiality of information, conflicts, client capacity, and supervisory responsibilitiesJulia Cummings, Stefanie K. DavisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Considerations for Representing Clients with Substance Use Disorder (May 2026)Julia Cummings,Stefanie K. DavisPresentation Material5. Potential Ethical Issues When Helping Clients Impacted by Substance Use Disorders (PowerPoint Slides)Julia Cummings, Stefanie K. Davis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473136 473136 98 G3996 1:02:02 https://www.pli.edu/programs/opioid-epidemic-2020-representing-the-pro-bono-client/473137?tCode=WTC5_RSS01 Ethics and professional responsibility Confidentiality (Ethics and professional responsibility) Ethical issues (Ethics and professional responsibility) Health care Public interest law and pro bono Taken from the Web Program Recorded July 16, 2026 in New YorkEthical Issues That Can Arise for Civil Legal Services Attorneys Helping Clients Impacted by Substance Use Disorders [01:01:19]This presentation will address attorney ethics obligations that may arise when providing legal services to clients with substance use disorders and/or their family members. After completing this session, participants will be better able to:Identify and apply ethics rules and guidanceFocus on select Rules of Professional ConductReview legal obligations that may arise including those related to attorney competency, scope of representation, diligence, communications, confidentiality of information, conflicts, client capacity, and supervisory responsibilitiesJulia Cummings, Stefanie K. DavisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Considerations for Representing Clients with Substance Use Disorder (May 2026)Julia Cummings,Stefanie K. DavisPresentation Material5. Potential Ethical Issues When Helping Clients Impacted by Substance Use Disorders (PowerPoint Slides)Julia Cummings, Stefanie K. Davis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473137 473137 163 G3996 1:02:01 https://www.pli.edu/programs/opioid-epidemic-2020-representing-the-pro-bono-client/473134?tCode=WTC5_RSS01 Health care Opioid epidemic Civil rights litigation Public interest law and pro bono Taken from the Web Program Recorded July 16, 2026 in New YorkThe Science of Substance Use Disorder and Recovery, Latest Legal Developments, and Legal Responses to Discrimination [01:37:12]This presentation will address what legal services and pro bono attorneys need to know about the science of substance use disorders and addiction. The segment will also provide an overview of discrimination and barriers frequently faced by clients with substance use disorder as well as legal responses to those barriers. After completing this session, participants will be better able to:Review the Legal Services Corporation Opioid Task Force Report and understand the status of the opioid settlements and recent developmentsUnderstand the science of substance use disorder (SUD) and the epidemiology of SUDReview the recovery ecosystem and medical strategies to improve clients’ outcomesUse science to address clients’ substance use disorder related legal issuesIdentify discrimination based on the disability of substance use disorderUnderstand how efforts to block harm reduction and other SUD programs can violate the ADA and state preemption lawsConsider the legal implications of denied access to medication for opioid use disorder (MOUD)Stefanie K. Davis, Sally Friedman, Dr. Kelly S. Ramsey, MPH, MA, FACP, DFASAMThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Legal Services Corporation, Strengthening the Role of Civil Legal Aid in Responding to the Opioid Epidemic, Report of the LSC Opioid Task ForceStefanie K. DavisSubstance Use Disorders and Recovery: Select Additional Resources (May 2026)Stefanie K. DavisU.S. Department of Justice, Civil Rights Division, The Americans with Disabilities Act and the Opioid Crisis: Combatting Discrimination Against People in Treatment or Recovery (April 5, 2022)Sally B. FriedmanLegal Action Center, Cases Involving Discrimination Based on Treatment with Medication for Opioid Use Disorder (MOUD) (May 1, 2025)Sally B. Friedman,Rebekah JoabLegal Action Center, Clinicians’ & Administrators’ Legal Guide to Non-Discriminatory Health Care for People Who Use Drugs (May 2025)Sally B. Friedman,Rebekah JoabSally Friedman, Legal Action Center, Overcoming Opposition to Substance Use Programs: Leveraging Anti-Discrimination Law (July 2025)Sally B. Friedman,Rebekah JoabLegal Action Center, Legal Advocacy to Protect Health Care Access for People Who Use(d) Drugs (December 2022)Sally B. Friedman,Rebekah JoabLegal Action Center, Attorney’s Guide: Addiction Medication and Your Client (2022)Sally B. Friedman,Rebekah JoabPresentation MaterialCombined DavisRamseyFriedman PPTStefanie K. Davis, Sally B. Friedman, Kelly S. Ramsey, MD, MPH, MA, FACP, DFASAMLegal Services Corporation - Opioid Task Force Report & Recent DevelopmentsStefanie K. Davis2. The Science of Substance Use (PowerPoint Slides)Kelly S. Ramsey, MD, MPH, MA, FACP, DFASAM3. Substance Use Disorder and Recovery: Latest Legal Developments, and Legal Responses to Discrimination (PowerPoint Slides)Sally B. Friedman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473134 473134 25 G3996 1:37:12 https://www.pli.edu/programs/opioid-epidemic-2020-representing-the-pro-bono-client/473141?tCode=WTC5_RSS01 Health care Opioid epidemic Civil rights litigation Public interest law and pro bono Taken from the Web Program Recorded July 16, 2026 in New YorkThe Science of Substance Use Disorder and Recovery, Latest Legal Developments, and Legal Responses to Discrimination [01:37:12]This presentation will address what legal services and pro bono attorneys need to know about the science of substance use disorders and addiction. The segment will also provide an overview of discrimination and barriers frequently faced by clients with substance use disorder as well as legal responses to those barriers. After completing this session, participants will be better able to:Review the Legal Services Corporation Opioid Task Force Report and understand the status of the opioid settlements and recent developmentsUnderstand the science of substance use disorder (SUD) and the epidemiology of SUDReview the recovery ecosystem and medical strategies to improve clients’ outcomesUse science to address clients’ substance use disorder related legal issuesIdentify discrimination based on the disability of substance use disorderUnderstand how efforts to block harm reduction and other SUD programs can violate the ADA and state preemption lawsConsider the legal implications of denied access to medication for opioid use disorder (MOUD)Stefanie K. Davis, Sally Friedman, Dr. Kelly S. Ramsey, MPH, MA, FACP, DFASAMThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Legal Services Corporation, Strengthening the Role of Civil Legal Aid in Responding to the Opioid Epidemic, Report of the LSC Opioid Task ForceStefanie K. DavisSubstance Use Disorders and Recovery: Select Additional Resources (May 2026)Stefanie K. DavisU.S. Department of Justice, Civil Rights Division, The Americans with Disabilities Act and the Opioid Crisis: Combatting Discrimination Against People in Treatment or Recovery (April 5, 2022)Sally B. FriedmanLegal Action Center, Cases Involving Discrimination Based on Treatment with Medication for Opioid Use Disorder (MOUD) (May 1, 2025)Sally B. Friedman,Rebekah JoabLegal Action Center, Clinicians’ & Administrators’ Legal Guide to Non-Discriminatory Health Care for People Who Use Drugs (May 2025)Sally B. Friedman,Rebekah JoabSally Friedman, Legal Action Center, Overcoming Opposition to Substance Use Programs: Leveraging Anti-Discrimination Law (July 2025)Sally B. Friedman,Rebekah JoabLegal Action Center, Legal Advocacy to Protect Health Care Access for People Who Use(d) Drugs (December 2022)Sally B. Friedman,Rebekah JoabLegal Action Center, Attorney’s Guide: Addiction Medication and Your Client (2022)Sally B. Friedman,Rebekah JoabPresentation MaterialCombined DavisRamseyFriedman PPTStefanie K. Davis, Sally B. Friedman, Kelly S. Ramsey, MD, MPH, MA, FACP, DFASAMLegal Services Corporation - Opioid Task Force Report & Recent DevelopmentsStefanie K. Davis2. The Science of Substance Use (PowerPoint Slides)Kelly S. Ramsey, MD, MPH, MA, FACP, DFASAM3. Substance Use Disorder and Recovery: Latest Legal Developments, and Legal Responses to Discrimination (PowerPoint Slides)Sally B. Friedman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473141 473141 163 G3996 1:37:54 https://www.pli.edu/programs/opioid-epidemic-2020-representing-the-pro-bono-client/473140?tCode=WTC5_RSS01 Health care Opioid epidemic Civil rights litigation Public interest law and pro bono Taken from the Web Program Recorded July 16, 2026 in New YorkThe Science of Substance Use Disorder and Recovery, Latest Legal Developments, and Legal Responses to Discrimination [01:37:12]This presentation will address what legal services and pro bono attorneys need to know about the science of substance use disorders and addiction. The segment will also provide an overview of discrimination and barriers frequently faced by clients with substance use disorder as well as legal responses to those barriers. After completing this session, participants will be better able to:Review the Legal Services Corporation Opioid Task Force Report and understand the status of the opioid settlements and recent developmentsUnderstand the science of substance use disorder (SUD) and the epidemiology of SUDReview the recovery ecosystem and medical strategies to improve clients’ outcomesUse science to address clients’ substance use disorder related legal issuesIdentify discrimination based on the disability of substance use disorderUnderstand how efforts to block harm reduction and other SUD programs can violate the ADA and state preemption lawsConsider the legal implications of denied access to medication for opioid use disorder (MOUD)Stefanie K. Davis, Sally Friedman, Dr. Kelly S. Ramsey, MPH, MA, FACP, DFASAMThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Legal Services Corporation, Strengthening the Role of Civil Legal Aid in Responding to the Opioid Epidemic, Report of the LSC Opioid Task ForceStefanie K. DavisSubstance Use Disorders and Recovery: Select Additional Resources (May 2026)Stefanie K. DavisU.S. Department of Justice, Civil Rights Division, The Americans with Disabilities Act and the Opioid Crisis: Combatting Discrimination Against People in Treatment or Recovery (April 5, 2022)Sally B. FriedmanLegal Action Center, Cases Involving Discrimination Based on Treatment with Medication for Opioid Use Disorder (MOUD) (May 1, 2025)Sally B. Friedman,Rebekah JoabLegal Action Center, Clinicians’ & Administrators’ Legal Guide to Non-Discriminatory Health Care for People Who Use Drugs (May 2025)Sally B. Friedman,Rebekah JoabSally Friedman, Legal Action Center, Overcoming Opposition to Substance Use Programs: Leveraging Anti-Discrimination Law (July 2025)Sally B. Friedman,Rebekah JoabLegal Action Center, Legal Advocacy to Protect Health Care Access for People Who Use(d) Drugs (December 2022)Sally B. Friedman,Rebekah JoabLegal Action Center, Attorney’s Guide: Addiction Medication and Your Client (2022)Sally B. Friedman,Rebekah JoabPresentation MaterialCombined DavisRamseyFriedman PPTStefanie K. Davis, Sally B. Friedman, Kelly S. Ramsey, MD, MPH, MA, FACP, DFASAMLegal Services Corporation - Opioid Task Force Report & Recent DevelopmentsStefanie K. Davis2. The Science of Substance Use (PowerPoint Slides)Kelly S. Ramsey, MD, MPH, MA, FACP, DFASAM3. Substance Use Disorder and Recovery: Latest Legal Developments, and Legal Responses to Discrimination (PowerPoint Slides)Sally B. Friedman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473140 473140 98 G3996 1:37:54 https://www.pli.edu/programs/opioid-epidemic-2020-representing-the-pro-bono-client/473138?tCode=WTC5_RSS01 Practice skills (Health care) Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded July 16, 2026 in New YorkAdvocating for Clients With Substance Use Disorder [00:01:00]This presentation will provide hands-on strategies to address discrimination against people with substance use disorders. After completing this session, participants will be better able to:Assess whether discrimination based on substance use disorder (SUD) has occurredWork with clients to gather facts, identify goals, and be their supportive advocateDraft an effective demand letterComplete consent forms for patient SUD treatment records in compliance with recently amended federal rules (24 C.F.R. Part 2)Obtain redress for discrimination, including the denial of access to medication for opioid use disorder (MOUD), in settings such as health care facilities, employment, the criminal legal system, and family and dependency courtsSally Friedman, Rebekah JoabThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Legal Action Center, Cases Involving Discrimination Based on Treatment with Medication for Opioid Use Disorder (MOUD) (May 1, 2025)Sally B. Friedman,Rebekah JoabLegal Action Center, Clinicians’ & Administrators’ Legal Guide to Non-Discriminatory Health Care for People Who Use Drugs (May 2025)Sally B. Friedman,Rebekah JoabSally Friedman, Legal Action Center, Overcoming Opposition to Substance Use Programs: Leveraging Anti-Discrimination Law (July 2025)Sally B. Friedman,Rebekah JoabLegal Action Center, Legal Advocacy to Protect Health Care Access for People Who Use(d) Drugs (December 2022)Sally B. Friedman,Rebekah JoabLegal Action Center, Attorney’s Guide: Addiction Medication and Your Client (2022)Sally B. Friedman,Rebekah JoabLegal Action Center, Sample Letters to Courts, Parole/Probation, Jails/Prisons, or Child Welfare Agencies Advocating for Individuals to Stay on Medication for Opioid Use Disorder (April 2026)Sally B. Friedman,Rebekah JoabLegal Action Center, Opioid Use Disorder & Health Care: Skilled Nursing Facilities (2025)Sally B. Friedman,Rebekah JoabLegal Action Center, Opioid Use Disorder & Health Care: Recovery Residences (2022)Sally B. Friedman,Rebekah JoabLegal Action Center, A Guide to Hospitals’ Legal Obligations for ED Patients with Substance Use-Related Conditions (2022)Sally B. Friedman,Rebekah JoabLegal Action Center, Be Empow(ER)ed! Know Your Rights to Addiction Care for Drug & Alcohol-Related ER Visits (2022)Sally B. Friedman,Rebekah JoabLegal Action Center, Your Right to Methadone and Buprenorphine in New York Jails & Prisons (2023)Sally B. Friedman,Rebekah JoabLegal Action Center and Kentucky Equal Justice Center, Kentucky Recovery Residences and Your Right to Medication for Opioid Use Disorder (MOUD) (2024)Sally B. Friedman,Rebekah JoabLegal Action Center, Sample Treatment Provider Letter Supporting Access to Medication for Opioid Use Disorder (MOUD) (April 2026)Sally B. Friedman,Rebekah JoabPresentation Material4. Advocating for Clients With Substance Use Disorder (PowerPoint Slides)Sally B. Friedman, Rebekah Joab Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473138 473138 98 G3996 1:02:34 https://www.pli.edu/programs/opioid-epidemic-2020-representing-the-pro-bono-client/473133?tCode=WTC5_RSS01 Practice skills (Health care) Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded July 16, 2026 in New YorkAdvocating for Clients With Substance Use Disorder [00:01:00]This presentation will provide hands-on strategies to address discrimination against people with substance use disorders. After completing this session, participants will be better able to:Assess whether discrimination based on substance use disorder (SUD) has occurredWork with clients to gather facts, identify goals, and be their supportive advocateDraft an effective demand letterComplete consent forms for patient SUD treatment records in compliance with recently amended federal rules (24 C.F.R. Part 2)Obtain redress for discrimination, including the denial of access to medication for opioid use disorder (MOUD), in settings such as health care facilities, employment, the criminal legal system, and family and dependency courtsSally Friedman, Rebekah JoabThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Legal Action Center, Cases Involving Discrimination Based on Treatment with Medication for Opioid Use Disorder (MOUD) (May 1, 2025)Sally B. Friedman,Rebekah JoabLegal Action Center, Clinicians’ & Administrators’ Legal Guide to Non-Discriminatory Health Care for People Who Use Drugs (May 2025)Sally B. Friedman,Rebekah JoabSally Friedman, Legal Action Center, Overcoming Opposition to Substance Use Programs: Leveraging Anti-Discrimination Law (July 2025)Sally B. Friedman,Rebekah JoabLegal Action Center, Legal Advocacy to Protect Health Care Access for People Who Use(d) Drugs (December 2022)Sally B. Friedman,Rebekah JoabLegal Action Center, Attorney’s Guide: Addiction Medication and Your Client (2022)Sally B. Friedman,Rebekah JoabLegal Action Center, Sample Letters to Courts, Parole/Probation, Jails/Prisons, or Child Welfare Agencies Advocating for Individuals to Stay on Medication for Opioid Use Disorder (April 2026)Sally B. Friedman,Rebekah JoabLegal Action Center, Opioid Use Disorder & Health Care: Skilled Nursing Facilities (2025)Sally B. Friedman,Rebekah JoabLegal Action Center, Opioid Use Disorder & Health Care: Recovery Residences (2022)Sally B. Friedman,Rebekah JoabLegal Action Center, A Guide to Hospitals’ Legal Obligations for ED Patients with Substance Use-Related Conditions (2022)Sally B. Friedman,Rebekah JoabLegal Action Center, Be Empow(ER)ed! Know Your Rights to Addiction Care for Drug & Alcohol-Related ER Visits (2022)Sally B. Friedman,Rebekah JoabLegal Action Center, Your Right to Methadone and Buprenorphine in New York Jails & Prisons (2023)Sally B. Friedman,Rebekah JoabLegal Action Center and Kentucky Equal Justice Center, Kentucky Recovery Residences and Your Right to Medication for Opioid Use Disorder (MOUD) (2024)Sally B. Friedman,Rebekah JoabLegal Action Center, Sample Treatment Provider Letter Supporting Access to Medication for Opioid Use Disorder (MOUD) (April 2026)Sally B. Friedman,Rebekah JoabPresentation Material4. Advocating for Clients With Substance Use Disorder (PowerPoint Slides)Sally B. Friedman, Rebekah Joab Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473133 473133 25 G3996 1:01:52 https://www.pli.edu/programs/opioid-epidemic-2020-representing-the-pro-bono-client/473139?tCode=WTC5_RSS01 Practice skills (Health care) Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded July 16, 2026 in New YorkAdvocating for Clients With Substance Use Disorder [00:01:00]This presentation will provide hands-on strategies to address discrimination against people with substance use disorders. After completing this session, participants will be better able to:Assess whether discrimination based on substance use disorder (SUD) has occurredWork with clients to gather facts, identify goals, and be their supportive advocateDraft an effective demand letterComplete consent forms for patient SUD treatment records in compliance with recently amended federal rules (24 C.F.R. Part 2)Obtain redress for discrimination, including the denial of access to medication for opioid use disorder (MOUD), in settings such as health care facilities, employment, the criminal legal system, and family and dependency courtsSally Friedman, Rebekah JoabThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Legal Action Center, Cases Involving Discrimination Based on Treatment with Medication for Opioid Use Disorder (MOUD) (May 1, 2025)Sally B. Friedman,Rebekah JoabLegal Action Center, Clinicians’ & Administrators’ Legal Guide to Non-Discriminatory Health Care for People Who Use Drugs (May 2025)Sally B. Friedman,Rebekah JoabSally Friedman, Legal Action Center, Overcoming Opposition to Substance Use Programs: Leveraging Anti-Discrimination Law (July 2025)Sally B. Friedman,Rebekah JoabLegal Action Center, Legal Advocacy to Protect Health Care Access for People Who Use(d) Drugs (December 2022)Sally B. Friedman,Rebekah JoabLegal Action Center, Attorney’s Guide: Addiction Medication and Your Client (2022)Sally B. Friedman,Rebekah JoabLegal Action Center, Sample Letters to Courts, Parole/Probation, Jails/Prisons, or Child Welfare Agencies Advocating for Individuals to Stay on Medication for Opioid Use Disorder (April 2026)Sally B. Friedman,Rebekah JoabLegal Action Center, Opioid Use Disorder & Health Care: Skilled Nursing Facilities (2025)Sally B. Friedman,Rebekah JoabLegal Action Center, Opioid Use Disorder & Health Care: Recovery Residences (2022)Sally B. Friedman,Rebekah JoabLegal Action Center, A Guide to Hospitals’ Legal Obligations for ED Patients with Substance Use-Related Conditions (2022)Sally B. Friedman,Rebekah JoabLegal Action Center, Be Empow(ER)ed! Know Your Rights to Addiction Care for Drug & Alcohol-Related ER Visits (2022)Sally B. Friedman,Rebekah JoabLegal Action Center, Your Right to Methadone and Buprenorphine in New York Jails & Prisons (2023)Sally B. Friedman,Rebekah JoabLegal Action Center and Kentucky Equal Justice Center, Kentucky Recovery Residences and Your Right to Medication for Opioid Use Disorder (MOUD) (2024)Sally B. Friedman,Rebekah JoabLegal Action Center, Sample Treatment Provider Letter Supporting Access to Medication for Opioid Use Disorder (MOUD) (April 2026)Sally B. Friedman,Rebekah JoabPresentation Material4. Advocating for Clients With Substance Use Disorder (PowerPoint Slides)Sally B. Friedman, Rebekah Joab Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473139 473139 163 G3996 1:02:34 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468222?tCode=WTC5_RSS01 Gatekeepers Technology litigation Regulation, compliance, and enforcement (Securities and other financial products) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded July 15, 2026 in New YorkCorporate Governance and Reporting in the Age of AI: Best Practices and Traps for The Unwary   [00:01:00]This segment will discuss the issues that gatekeepers will encounter in dealing with AI’s impact on their organizations and provide practical advice to company counsel, auditors and executives to best prepare and protect their clients. After completing this session, participants will be able to: Identify key governance, disclosure, and oversight risks arising from the use of AI.Evaluate best practices for company counsel, auditors, and executives to manage AI-related compliance while minimizing litigation and enforcement exposure.Apply practical strategies to develop effective AI governance frameworks, assess organizational readiness, and avoid common pitfalls that may create reputational, operational, or legal risk.Caitlin Sheard, J.T. Ho, Michael A. SkriefPresentation MaterialCorporate Governance and Reporting in the Age of AI: Best Practices and Traps for The Unwary PPTJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. Skrief Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468222 468222 98 G3215 1:02:01 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468224?tCode=WTC5_RSS01 Gatekeepers Technology litigation Regulation, compliance, and enforcement (Securities and other financial products) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded July 15, 2026 in New YorkCorporate Governance and Reporting in the Age of AI: Best Practices and Traps for The Unwary   [00:01:00]This segment will discuss the issues that gatekeepers will encounter in dealing with AI’s impact on their organizations and provide practical advice to company counsel, auditors and executives to best prepare and protect their clients. After completing this session, participants will be able to: Identify key governance, disclosure, and oversight risks arising from the use of AI.Evaluate best practices for company counsel, auditors, and executives to manage AI-related compliance while minimizing litigation and enforcement exposure.Apply practical strategies to develop effective AI governance frameworks, assess organizational readiness, and avoid common pitfalls that may create reputational, operational, or legal risk.Caitlin Sheard, J.T. Ho, Michael A. SkriefPresentation MaterialCorporate Governance and Reporting in the Age of AI: Best Practices and Traps for The Unwary PPTJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. Skrief Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468224 468224 163 G3215 1:02:01 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468223?tCode=WTC5_RSS01 Gatekeepers Technology litigation Regulation, compliance, and enforcement (Securities and other financial products) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded July 15, 2026 in New YorkCorporate Governance and Reporting in the Age of AI: Best Practices and Traps for The Unwary   [00:01:00]This segment will discuss the issues that gatekeepers will encounter in dealing with AI’s impact on their organizations and provide practical advice to company counsel, auditors and executives to best prepare and protect their clients. After completing this session, participants will be able to: Identify key governance, disclosure, and oversight risks arising from the use of AI.Evaluate best practices for company counsel, auditors, and executives to manage AI-related compliance while minimizing litigation and enforcement exposure.Apply practical strategies to develop effective AI governance frameworks, assess organizational readiness, and avoid common pitfalls that may create reputational, operational, or legal risk.Caitlin Sheard, J.T. Ho, Michael A. SkriefPresentation MaterialCorporate Governance and Reporting in the Age of AI: Best Practices and Traps for The Unwary PPTJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. SkriefPanel 5 ArticleJustin "J.T." Ho, Caitlin Sheard, Michael A. Skrief Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468223 468223 25 G3215 1:01:19 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468217?tCode=WTC5_RSS01 Gatekeepers Internal investigations (Corporate law) Whistleblowers In-house counsel (Ethics and professional responsibility) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 15, 2026 in New YorkEthical and Practical Issues Associated with Internal Investigations  [01:06:36]This segment will discuss common conflicts of interest that might arise for gatekeepers including challenges to the attorney-client privilege. After completing this session, participants will be able to: Consider privilege issues in an internal investigation—what are the challenges when the investigation becomes the source of an enforcement action Know gatekeepers’ ethical obligations Handle internal investigations that are not as thorough as they should be Weigh the possibility of gatekeepers as whistleblowers and understand how to appropriately handle whistleblower complaints  Ellen M. Murphy, Karin Reiss, Daniel L. Stein, Leticia Vandehaar Presentation MaterialEthical and Practical Issues Associated with Internal Investigations PPTEllen M. Murphy, Karin Reiss, Daniel L. Stein, Leticia Vandehaar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468217 468217 25 G3215 1:06:37 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468216?tCode=WTC5_RSS01 Gatekeepers Internal investigations (Corporate law) Whistleblowers In-house counsel (Ethics and professional responsibility) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 15, 2026 in New YorkEthical and Practical Issues Associated with Internal Investigations  [01:06:36]This segment will discuss common conflicts of interest that might arise for gatekeepers including challenges to the attorney-client privilege. After completing this session, participants will be able to: Consider privilege issues in an internal investigation—what are the challenges when the investigation becomes the source of an enforcement action Know gatekeepers’ ethical obligations Handle internal investigations that are not as thorough as they should be Weigh the possibility of gatekeepers as whistleblowers and understand how to appropriately handle whistleblower complaints  Ellen M. Murphy, Karin Reiss, Daniel L. Stein, Leticia Vandehaar Presentation MaterialEthical and Practical Issues Associated with Internal Investigations PPTEllen M. Murphy, Karin Reiss, Daniel L. Stein, Leticia Vandehaar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468216 468216 98 G3215 1:07:18 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468218?tCode=WTC5_RSS01 Gatekeepers Internal investigations (Corporate law) Whistleblowers In-house counsel (Ethics and professional responsibility) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 15, 2026 in New YorkEthical and Practical Issues Associated with Internal Investigations  [01:06:36]This segment will discuss common conflicts of interest that might arise for gatekeepers including challenges to the attorney-client privilege. After completing this session, participants will be able to: Consider privilege issues in an internal investigation—what are the challenges when the investigation becomes the source of an enforcement action Know gatekeepers’ ethical obligations Handle internal investigations that are not as thorough as they should be Weigh the possibility of gatekeepers as whistleblowers and understand how to appropriately handle whistleblower complaints  Ellen M. Murphy, Karin Reiss, Daniel L. Stein, Leticia Vandehaar Presentation MaterialEthical and Practical Issues Associated with Internal Investigations PPTEllen M. Murphy, Karin Reiss, Daniel L. Stein, Leticia Vandehaar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468218 468218 163 G3215 1:07:18 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468206?tCode=WTC5_RSS01 Gatekeepers Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Liabilities (Securities filings and financial statements) Taken from the Web Program Recorded July 15, 2026 in New YorkTrends in SEC, Department of Justice and CFTC Enforcement Actions Against Gatekeepers [01:01:09]This session will discuss recent trends and enforcement activity involving individual liability for gatekeepers. After completing this session, participants will be able to: See the trends in enforcement actions involving lawyers, accountants, and compliance officers Assess how gatekeepers can minimize their individual enforcement risk Analysis of current administration’s mean for gatekeeper liability David A. Markowitz, Michael K. Freedman, F. Joseph WarinPresentation MaterialTrends in SEC, Department of Justice and CFTC Enforcement Actions Against Gatekeepers PPTMichael K. Freedman, David A. Markowitz, Josh Sterling, F. Joseph Warin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468206 468206 25 G3215 1:01:09 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468205?tCode=WTC5_RSS01 Gatekeepers Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Liabilities (Securities filings and financial statements) Taken from the Web Program Recorded July 15, 2026 in New YorkTrends in SEC, Department of Justice and CFTC Enforcement Actions Against Gatekeepers [01:01:09]This session will discuss recent trends and enforcement activity involving individual liability for gatekeepers. After completing this session, participants will be able to: See the trends in enforcement actions involving lawyers, accountants, and compliance officers Assess how gatekeepers can minimize their individual enforcement risk Analysis of current administration’s mean for gatekeeper liability David A. Markowitz, Michael K. Freedman, F. Joseph WarinPresentation MaterialTrends in SEC, Department of Justice and CFTC Enforcement Actions Against Gatekeepers PPTMichael K. Freedman, David A. Markowitz, Josh Sterling, F. Joseph Warin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468205 468205 98 G3215 1:01:51 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468207?tCode=WTC5_RSS01 Gatekeepers Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Liabilities (Securities filings and financial statements) Taken from the Web Program Recorded July 15, 2026 in New YorkTrends in SEC, Department of Justice and CFTC Enforcement Actions Against Gatekeepers [01:01:09]This session will discuss recent trends and enforcement activity involving individual liability for gatekeepers. After completing this session, participants will be able to: See the trends in enforcement actions involving lawyers, accountants, and compliance officers Assess how gatekeepers can minimize their individual enforcement risk Analysis of current administration’s mean for gatekeeper liability David A. Markowitz, Michael K. Freedman, F. Joseph WarinPresentation MaterialTrends in SEC, Department of Justice and CFTC Enforcement Actions Against Gatekeepers PPTMichael K. Freedman, David A. Markowitz, Josh Sterling, F. Joseph Warin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468207 468207 163 G3215 1:01:51 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468208?tCode=WTC5_RSS01 Corporate governance Corporate litigation Gatekeepers Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 15, 2026 in New YorkRecent Civil Litigation Involving Gatekeepers  [00:01:15]This segment will parse through lessons to be learned from recent civil litigations and outcomes against gatekeepers. After completing this session, participants will be able to: Assess recent examples and current civil litigation trends involving gatekeepers, including compliance officers, attorneys, accountants, and underwriters Discuss how plaintiffs’ attorneys think about claims against gatekeepers Decide what gatekeepers can do to minimize their litigation risk Explain what lessons can be learned from recent civil litigation against gatekeepersLyle Roberts, Brian CalandraPresentation MaterialRecent Civil Litigation Involving Gatekeepers  PPTBrian Calandra, Lyle RobertsPanel 4 ArticleBrian Calandra, Lyle Roberts Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468208 468208 98 G3215 1:16:23 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468209?tCode=WTC5_RSS01 Corporate governance Corporate litigation Gatekeepers Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 15, 2026 in New YorkRecent Civil Litigation Involving Gatekeepers  [00:01:15]This segment will parse through lessons to be learned from recent civil litigations and outcomes against gatekeepers. After completing this session, participants will be able to: Assess recent examples and current civil litigation trends involving gatekeepers, including compliance officers, attorneys, accountants, and underwriters Discuss how plaintiffs’ attorneys think about claims against gatekeepers Decide what gatekeepers can do to minimize their litigation risk Explain what lessons can be learned from recent civil litigation against gatekeepersLyle Roberts, Brian CalandraPresentation MaterialRecent Civil Litigation Involving Gatekeepers  PPTBrian Calandra, Lyle RobertsPanel 4 ArticleBrian Calandra, Lyle Roberts Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468209 468209 25 G3215 1:15:41 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468210?tCode=WTC5_RSS01 Corporate governance Corporate litigation Gatekeepers Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 15, 2026 in New YorkRecent Civil Litigation Involving Gatekeepers  [00:01:15]This segment will parse through lessons to be learned from recent civil litigations and outcomes against gatekeepers. After completing this session, participants will be able to: Assess recent examples and current civil litigation trends involving gatekeepers, including compliance officers, attorneys, accountants, and underwriters Discuss how plaintiffs’ attorneys think about claims against gatekeepers Decide what gatekeepers can do to minimize their litigation risk Explain what lessons can be learned from recent civil litigation against gatekeepersLyle Roberts, Brian CalandraPresentation MaterialRecent Civil Litigation Involving Gatekeepers  PPTBrian Calandra, Lyle RobertsPanel 4 ArticleBrian Calandra, Lyle Roberts Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468210 468210 163 G3215 1:16:23 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468221?tCode=WTC5_RSS01 Corporate governance Chief compliance officers Regulation, compliance, and enforcement (Corporate law) Gatekeepers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 15, 2026 in New YorkEmpowering Gatekeepers to Enhance Compliance Practices  [00:01:00]This session will provide guidance on creating, implementing and monitoring internal compliance procedures within your organization. After completing this session, participants will be able to: Create authority within the organization to implement appropriate compliance procedures to protect both whistleblowers and the organization itself. Know a gatekeepers obligations before, during and after an enforcement action. Gain insight into effectively managing and controlling compliance programs. Stefanie J. Sundel, Sonia Rye, Antonia Apps, Osman NawazPresentation MaterialEmpowering Gatekeepers to Enhance Compliance Practices  PPTAntonia Apps, Osman Nawaz, Stefanie J. Sundel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468221 468221 163 G3215 1:02:45 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468219?tCode=WTC5_RSS01 Corporate governance Chief compliance officers Regulation, compliance, and enforcement (Corporate law) Gatekeepers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 15, 2026 in New YorkEmpowering Gatekeepers to Enhance Compliance Practices  [00:01:00]This session will provide guidance on creating, implementing and monitoring internal compliance procedures within your organization. After completing this session, participants will be able to: Create authority within the organization to implement appropriate compliance procedures to protect both whistleblowers and the organization itself. Know a gatekeepers obligations before, during and after an enforcement action. Gain insight into effectively managing and controlling compliance programs. Stefanie J. Sundel, Sonia Rye, Antonia Apps, Osman NawazPresentation MaterialEmpowering Gatekeepers to Enhance Compliance Practices  PPTAntonia Apps, Osman Nawaz, Stefanie J. Sundel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468219 468219 98 G3215 1:02:45 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468220?tCode=WTC5_RSS01 Corporate governance Chief compliance officers Regulation, compliance, and enforcement (Corporate law) Gatekeepers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 15, 2026 in New YorkEmpowering Gatekeepers to Enhance Compliance Practices  [00:01:00]This session will provide guidance on creating, implementing and monitoring internal compliance procedures within your organization. After completing this session, participants will be able to: Create authority within the organization to implement appropriate compliance procedures to protect both whistleblowers and the organization itself. Know a gatekeepers obligations before, during and after an enforcement action. Gain insight into effectively managing and controlling compliance programs. Stefanie J. Sundel, Sonia Rye, Antonia Apps, Osman NawazPresentation MaterialEmpowering Gatekeepers to Enhance Compliance Practices  PPTAntonia Apps, Osman Nawaz, Stefanie J. Sundel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468220 468220 25 G3215 1:02:04 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468215?tCode=WTC5_RSS01 Corporate law Corporate litigation Gatekeepers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 15, 2026 in New YorkIdentifying the Gatekeepers of an Organization  [00:01:00]This session will identify those whom regulators consider to be gatekeepers within an organization. After completing this session, participants will be able to: Understand how enforcement authorities define the term “gatekeeper” Review how that definition is evolving through new DOJ, SEC, and other regulatory guidance, enforcement actions, and litigation Know the obligations of gatekeepers Gain perspective on how gatekeepers are viewed around the world Aleah Borghard, Doug Davison, Bridget FitzpatrickPresentation MaterialIdentifying the Gatekeepers of an Organization PPTAleah Borghard, Doug Davison, Bridget FitzpatrickIdentifying the Gatekeepers of an Organization PPTAleah Borghard, Doug Davison, Bridget FitzpatrickHYPO SCRIPTAleah Borghard, Doug Davison, Bridget Fitzpatrick Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468215 468215 163 G3215 0:56:29 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468214?tCode=WTC5_RSS01 Corporate law Corporate litigation Gatekeepers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 15, 2026 in New YorkIdentifying the Gatekeepers of an Organization  [00:01:00]This session will identify those whom regulators consider to be gatekeepers within an organization. After completing this session, participants will be able to: Understand how enforcement authorities define the term “gatekeeper” Review how that definition is evolving through new DOJ, SEC, and other regulatory guidance, enforcement actions, and litigation Know the obligations of gatekeepers Gain perspective on how gatekeepers are viewed around the world Aleah Borghard, Doug Davison, Bridget FitzpatrickPresentation MaterialIdentifying the Gatekeepers of an Organization PPTAleah Borghard, Doug Davison, Bridget FitzpatrickIdentifying the Gatekeepers of an Organization PPTAleah Borghard, Doug Davison, Bridget FitzpatrickHYPO SCRIPTAleah Borghard, Doug Davison, Bridget Fitzpatrick Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468214 468214 25 G3215 0:55:47 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/468213?tCode=WTC5_RSS01 Corporate law Corporate litigation Gatekeepers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 15, 2026 in New YorkIdentifying the Gatekeepers of an Organization  [00:01:00]This session will identify those whom regulators consider to be gatekeepers within an organization. After completing this session, participants will be able to: Understand how enforcement authorities define the term “gatekeeper” Review how that definition is evolving through new DOJ, SEC, and other regulatory guidance, enforcement actions, and litigation Know the obligations of gatekeepers Gain perspective on how gatekeepers are viewed around the world Aleah Borghard, Doug Davison, Bridget FitzpatrickPresentation MaterialIdentifying the Gatekeepers of an Organization PPTAleah Borghard, Doug Davison, Bridget FitzpatrickIdentifying the Gatekeepers of an Organization PPTAleah Borghard, Doug Davison, Bridget FitzpatrickHYPO SCRIPTAleah Borghard, Doug Davison, Bridget Fitzpatrick Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468213 468213 98 G3215 0:56:29 https://www.pli.edu/programs/advanced-issues-in-private-funds/467986?tCode=WTC5_RSS01 Private equity Regulation, compliance, and enforcement (Securities and other financial products) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded July 14, 2026 in New YorkImplementation of Artificial Intelligence in the Private Funds Context in 2026 [00:59:58]Lawyers advising private equity and private credit firms are increasingly using AI tools across their day-to-day practice, from fund formation and document drafting to diligence review, portfolio company support, and regulatory compliance. This panel brings together in-house and external counsel to share practical experiences with deploying AI in the private funds context. After completing this session, participants will be able to:Understand how in-house counsel and law firms are currently using AI tools in private equity and private credit mattersIdentify key legal and ethical considerations, including confidentiality, privilege, and competence obligationsImplement best practices for vendor selection, governance, and supervision of AI-assisted legal workIAPP Privacy credit for Privacy ProfessionalsCCB CEU Credit for Compliance Certification Board ProfessionalsCaitlin Melchior, Jonathon Pelter, Lauren WaxmanPresentation MaterialImplementation of Artificial Intelligence in the Private Funds Context in 2026Caitlin Melchior, Jonathon Pelter, Lauren WaxmanImplementation of Artificial Intelligence in the Private Funds Context in 2026Caitlin Melchior, Jonathon Pelter, Lauren Waxman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467986 467986 25 G3969 0:59:58 https://www.pli.edu/programs/advanced-issues-in-private-funds/467987?tCode=WTC5_RSS01 Private equity Regulation, compliance, and enforcement (Securities and other financial products) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded July 14, 2026 in New YorkImplementation of Artificial Intelligence in the Private Funds Context in 2026 [00:59:58]Lawyers advising private equity and private credit firms are increasingly using AI tools across their day-to-day practice, from fund formation and document drafting to diligence review, portfolio company support, and regulatory compliance. This panel brings together in-house and external counsel to share practical experiences with deploying AI in the private funds context. After completing this session, participants will be able to:Understand how in-house counsel and law firms are currently using AI tools in private equity and private credit mattersIdentify key legal and ethical considerations, including confidentiality, privilege, and competence obligationsImplement best practices for vendor selection, governance, and supervision of AI-assisted legal workIAPP Privacy credit for Privacy ProfessionalsCCB CEU Credit for Compliance Certification Board ProfessionalsCaitlin Melchior, Jonathon Pelter, Lauren WaxmanPresentation MaterialImplementation of Artificial Intelligence in the Private Funds Context in 2026Caitlin Melchior, Jonathon Pelter, Lauren WaxmanImplementation of Artificial Intelligence in the Private Funds Context in 2026Caitlin Melchior, Jonathon Pelter, Lauren Waxman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467987 467987 163 G3969 1:00:40 https://www.pli.edu/programs/advanced-issues-in-private-funds/467985?tCode=WTC5_RSS01 Private equity Regulation, compliance, and enforcement (Securities and other financial products) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded July 14, 2026 in New YorkImplementation of Artificial Intelligence in the Private Funds Context in 2026 [00:59:58]Lawyers advising private equity and private credit firms are increasingly using AI tools across their day-to-day practice, from fund formation and document drafting to diligence review, portfolio company support, and regulatory compliance. This panel brings together in-house and external counsel to share practical experiences with deploying AI in the private funds context. After completing this session, participants will be able to:Understand how in-house counsel and law firms are currently using AI tools in private equity and private credit mattersIdentify key legal and ethical considerations, including confidentiality, privilege, and competence obligationsImplement best practices for vendor selection, governance, and supervision of AI-assisted legal workIAPP Privacy credit for Privacy ProfessionalsCCB CEU Credit for Compliance Certification Board ProfessionalsCaitlin Melchior, Jonathon Pelter, Lauren WaxmanPresentation MaterialImplementation of Artificial Intelligence in the Private Funds Context in 2026Caitlin Melchior, Jonathon Pelter, Lauren WaxmanImplementation of Artificial Intelligence in the Private Funds Context in 2026Caitlin Melchior, Jonathon Pelter, Lauren Waxman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467985 467985 98 G3969 1:00:40 https://www.pli.edu/programs/advanced-issues-in-private-funds/467988?tCode=WTC5_RSS01 Investment fund management Private equity funds Taken from the Web Program Recorded July 14, 2026 in New YorkArt of the Deal: Fundraising Dynamics [00:01:00]Private fund lawyers are not only in the business of executing attempts by clients, but also in the business of creating a fundraising strategy that is appropriate for the relative leverage of the sponsors. After completing this session, participants will be able to:Better understand the dynamics at work around fundraising of both closed-ended and open-ended fundsIdentify which tools would best serve their clients in their fundraising effortsExtrapolate lessons learned from 2025, a particularly challenging year, in light of changing economic circumstances and conditions in financial marketsLaura Friedrich, Joshua C. Liederman, Dina Wegh, August SangesePresentation MaterialArt of the Deal: Fundraising DynamicsLaura S. Friedrich, Joshua C.. Liederman, August Sangese, Dina Wegh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467988 467988 98 G3969 1:00:05 https://www.pli.edu/programs/advanced-issues-in-private-funds/467989?tCode=WTC5_RSS01 Investment fund management Private equity funds Taken from the Web Program Recorded July 14, 2026 in New YorkArt of the Deal: Fundraising Dynamics [00:01:00]Private fund lawyers are not only in the business of executing attempts by clients, but also in the business of creating a fundraising strategy that is appropriate for the relative leverage of the sponsors. After completing this session, participants will be able to:Better understand the dynamics at work around fundraising of both closed-ended and open-ended fundsIdentify which tools would best serve their clients in their fundraising effortsExtrapolate lessons learned from 2025, a particularly challenging year, in light of changing economic circumstances and conditions in financial marketsLaura Friedrich, Joshua C. Liederman, Dina Wegh, August SangesePresentation MaterialArt of the Deal: Fundraising DynamicsLaura S. Friedrich, Joshua C.. Liederman, August Sangese, Dina Wegh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467989 467989 25 G3969 0:59:24 https://www.pli.edu/programs/advanced-issues-in-private-funds/467990?tCode=WTC5_RSS01 Investment fund management Private equity funds Taken from the Web Program Recorded July 14, 2026 in New YorkArt of the Deal: Fundraising Dynamics [00:01:00]Private fund lawyers are not only in the business of executing attempts by clients, but also in the business of creating a fundraising strategy that is appropriate for the relative leverage of the sponsors. After completing this session, participants will be able to:Better understand the dynamics at work around fundraising of both closed-ended and open-ended fundsIdentify which tools would best serve their clients in their fundraising effortsExtrapolate lessons learned from 2025, a particularly challenging year, in light of changing economic circumstances and conditions in financial marketsLaura Friedrich, Joshua C. Liederman, Dina Wegh, August SangesePresentation MaterialArt of the Deal: Fundraising DynamicsLaura S. Friedrich, Joshua C.. Liederman, August Sangese, Dina Wegh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467990 467990 163 G3969 1:00:05 https://www.pli.edu/programs/advanced-issues-in-private-funds/467980?tCode=WTC5_RSS01 Financial services Fund managers Tender offers Taken from the Web Program Recorded July 14, 2026 in New YorkLiquidity Solution and Exploring Additional Sources of Capital / End of Life Issues [01:00:23]As the private funds industry continues to evolve, fund managers are finding new and creative additional liquidity and sources of capital, often through mechanisms such as secondaries, continuation funds, tender offer, GP-led secondaries, the selling of preferred interest, and more. After completing this session, participants will be able to:Gain insight into various techniques and strategies available to fund managers who are interested in finding ways to create liquidity for themselves and their clientsAssess the pros and cons of different liquidity solutionsImplement best practices for approaching liquidity solutions through the best mechanism for their clientsZhiyan Cao, Micki Haber, Jeremy BerryPresentation MaterialLiquidity Solution and Exploring Additional Sources of Capital / End of Life IssuesJeremy R. Berry, Zhiyan Cao, Michael Haber Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467980 467980 25 G3969 1:00:23 https://www.pli.edu/programs/advanced-issues-in-private-funds/467979?tCode=WTC5_RSS01 Financial services Fund managers Tender offers Taken from the Web Program Recorded July 14, 2026 in New YorkLiquidity Solution and Exploring Additional Sources of Capital / End of Life Issues [01:00:23]As the private funds industry continues to evolve, fund managers are finding new and creative additional liquidity and sources of capital, often through mechanisms such as secondaries, continuation funds, tender offer, GP-led secondaries, the selling of preferred interest, and more. After completing this session, participants will be able to:Gain insight into various techniques and strategies available to fund managers who are interested in finding ways to create liquidity for themselves and their clientsAssess the pros and cons of different liquidity solutionsImplement best practices for approaching liquidity solutions through the best mechanism for their clientsZhiyan Cao, Micki Haber, Jeremy BerryPresentation MaterialLiquidity Solution and Exploring Additional Sources of Capital / End of Life IssuesJeremy R. Berry, Zhiyan Cao, Michael Haber Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467979 467979 98 G3969 1:01:05 https://www.pli.edu/programs/advanced-issues-in-private-funds/467981?tCode=WTC5_RSS01 Financial services Fund managers Tender offers Taken from the Web Program Recorded July 14, 2026 in New YorkLiquidity Solution and Exploring Additional Sources of Capital / End of Life Issues [01:00:23]As the private funds industry continues to evolve, fund managers are finding new and creative additional liquidity and sources of capital, often through mechanisms such as secondaries, continuation funds, tender offer, GP-led secondaries, the selling of preferred interest, and more. After completing this session, participants will be able to:Gain insight into various techniques and strategies available to fund managers who are interested in finding ways to create liquidity for themselves and their clientsAssess the pros and cons of different liquidity solutionsImplement best practices for approaching liquidity solutions through the best mechanism for their clientsZhiyan Cao, Micki Haber, Jeremy BerryPresentation MaterialLiquidity Solution and Exploring Additional Sources of Capital / End of Life IssuesJeremy R. Berry, Zhiyan Cao, Michael Haber Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467981 467981 163 G3969 1:01:05 https://www.pli.edu/programs/advanced-issues-in-private-funds/467991?tCode=WTC5_RSS01 Financial services Fund managers Securities filings and financial statements Assets (Securities filings and financial statements) Taken from the Web Program Recorded July 14, 2026 in New YorkAdvanced Analysis of Evergreen Funds [00:01:00]As fund managers continue to diversify their business and take advantage of different asset classes, there is an increasing appetite for evergreen funds that combine liquid and illiquid assets, illiquid funds with open-ended structures with closed-ended or illiquid formats. After completing this session, participants will be able to:Understand various structure types, common economics and liquidity termsIdentify key considerations for fund managers across the liquidity spectrumAppreciate the integration of evergreen funds in sponsors that also have closed-ended funds following similar investment strategiesDaniel J. Blumenthal, Matthew Jill, Maurice Gindi, James SullivanPresentation MaterialAdvanced Analysis of Evergreen FundsDaniel Blumenthal, Maurice Gindi, Matthew Jill, James Sullivan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467991 467991 98 G3969 0:59:51 https://www.pli.edu/programs/advanced-issues-in-private-funds/467992?tCode=WTC5_RSS01 Financial services Fund managers Securities filings and financial statements Assets (Securities filings and financial statements) Taken from the Web Program Recorded July 14, 2026 in New YorkAdvanced Analysis of Evergreen Funds [00:01:00]As fund managers continue to diversify their business and take advantage of different asset classes, there is an increasing appetite for evergreen funds that combine liquid and illiquid assets, illiquid funds with open-ended structures with closed-ended or illiquid formats. After completing this session, participants will be able to:Understand various structure types, common economics and liquidity termsIdentify key considerations for fund managers across the liquidity spectrumAppreciate the integration of evergreen funds in sponsors that also have closed-ended funds following similar investment strategiesDaniel J. Blumenthal, Matthew Jill, Maurice Gindi, James SullivanPresentation MaterialAdvanced Analysis of Evergreen FundsDaniel Blumenthal, Maurice Gindi, Matthew Jill, James Sullivan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467992 467992 25 G3969 0:59:09 https://www.pli.edu/programs/advanced-issues-in-private-funds/467993?tCode=WTC5_RSS01 Financial services Fund managers Securities filings and financial statements Assets (Securities filings and financial statements) Taken from the Web Program Recorded July 14, 2026 in New YorkAdvanced Analysis of Evergreen Funds [00:01:00]As fund managers continue to diversify their business and take advantage of different asset classes, there is an increasing appetite for evergreen funds that combine liquid and illiquid assets, illiquid funds with open-ended structures with closed-ended or illiquid formats. After completing this session, participants will be able to:Understand various structure types, common economics and liquidity termsIdentify key considerations for fund managers across the liquidity spectrumAppreciate the integration of evergreen funds in sponsors that also have closed-ended funds following similar investment strategiesDaniel J. Blumenthal, Matthew Jill, Maurice Gindi, James SullivanPresentation MaterialAdvanced Analysis of Evergreen FundsDaniel Blumenthal, Maurice Gindi, Matthew Jill, James Sullivan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467993 467993 163 G3969 0:59:51 https://www.pli.edu/programs/advanced-issues-in-private-funds/467984?tCode=WTC5_RSS01 Mergers and acquisitions Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Taken from the Web Program Recorded July 14, 2026 in New YorkUnderstanding Upper Tier Arrangements [00:01:00]Running a successful private fund business requires paying attention to the way that employees and partners are being promoted, retained, and when necessary, terminated. After completing this session, participants will be able to:Gain insight into the manner in which closed and open-ended managers structure their upper-tier arrangementsBetter understand different types of retention mechanismsRecognize long-term equity and incentive plansExamine restrictive covenantsAnalyze variability in compensation systemsIdentify various tax considerations relating to structuring a successful upper-tier entityElizabeth Fries, Mark Proctor, Jonathan Adler, Serge TodorovichPresentation MaterialUnderstanding Upper Tier ArrangementsJonathan Adler, Elizabeth Shea Fries, Mark Proctor, Serge Todorovich Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467984 467984 163 G3969 0:59:46 https://www.pli.edu/programs/advanced-issues-in-private-funds/467983?tCode=WTC5_RSS01 Mergers and acquisitions Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Taken from the Web Program Recorded July 14, 2026 in New YorkUnderstanding Upper Tier Arrangements [00:01:00]Running a successful private fund business requires paying attention to the way that employees and partners are being promoted, retained, and when necessary, terminated. After completing this session, participants will be able to:Gain insight into the manner in which closed and open-ended managers structure their upper-tier arrangementsBetter understand different types of retention mechanismsRecognize long-term equity and incentive plansExamine restrictive covenantsAnalyze variability in compensation systemsIdentify various tax considerations relating to structuring a successful upper-tier entityElizabeth Fries, Mark Proctor, Jonathan Adler, Serge TodorovichPresentation MaterialUnderstanding Upper Tier ArrangementsJonathan Adler, Elizabeth Shea Fries, Mark Proctor, Serge Todorovich Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467983 467983 25 G3969 0:59:05 https://www.pli.edu/programs/advanced-issues-in-private-funds/467982?tCode=WTC5_RSS01 Mergers and acquisitions Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Taken from the Web Program Recorded July 14, 2026 in New YorkUnderstanding Upper Tier Arrangements [00:01:00]Running a successful private fund business requires paying attention to the way that employees and partners are being promoted, retained, and when necessary, terminated. After completing this session, participants will be able to:Gain insight into the manner in which closed and open-ended managers structure their upper-tier arrangementsBetter understand different types of retention mechanismsRecognize long-term equity and incentive plansExamine restrictive covenantsAnalyze variability in compensation systemsIdentify various tax considerations relating to structuring a successful upper-tier entityElizabeth Fries, Mark Proctor, Jonathan Adler, Serge TodorovichPresentation MaterialUnderstanding Upper Tier ArrangementsJonathan Adler, Elizabeth Shea Fries, Mark Proctor, Serge Todorovich Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467982 467982 98 G3969 0:59:46 https://www.pli.edu/programs/advanced-issues-in-private-funds/467975?tCode=WTC5_RSS01 Financial services Fund managers Taken from the Web Program Recorded July 14, 2026 in New YorkPrivate Fund GC Panel: Issues and Trends Encountered in 2026 [00:01:00]This panel features top legal counsel from the industry’s most prominent private fund managers to discuss significant issues confronting fund managers today and what to expect in the year to come. After completing this session, participants will be able to:Anticipate the pressing legal concerns facing private fund managersAssist private fund managers with the strategic advice they most needBetter understand their in-house clients’ legal challenges and what is most pressing in the industryIsrael Friedman, Udi Grofman, John Weinstein, Tracey YurkoPresentation MaterialPrivate Fund GC Panel: Issues and Trends Encountered in 2026Israel Friedman, Udi Grofman, John Weinstein, Tracey Brady Yurko Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467975 467975 98 G3969 1:02:28 https://www.pli.edu/programs/advanced-issues-in-private-funds/467976?tCode=WTC5_RSS01 Financial services Fund managers Taken from the Web Program Recorded July 14, 2026 in New YorkPrivate Fund GC Panel: Issues and Trends Encountered in 2026 [00:01:00]This panel features top legal counsel from the industry’s most prominent private fund managers to discuss significant issues confronting fund managers today and what to expect in the year to come. After completing this session, participants will be able to:Anticipate the pressing legal concerns facing private fund managersAssist private fund managers with the strategic advice they most needBetter understand their in-house clients’ legal challenges and what is most pressing in the industryIsrael Friedman, Udi Grofman, John Weinstein, Tracey YurkoPresentation MaterialPrivate Fund GC Panel: Issues and Trends Encountered in 2026Israel Friedman, Udi Grofman, John Weinstein, Tracey Brady Yurko Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467976 467976 25 G3969 1:01:47 https://www.pli.edu/programs/advanced-issues-in-private-funds/467977?tCode=WTC5_RSS01 Financial services Fund managers Taken from the Web Program Recorded July 14, 2026 in New YorkPrivate Fund GC Panel: Issues and Trends Encountered in 2026 [00:01:00]This panel features top legal counsel from the industry’s most prominent private fund managers to discuss significant issues confronting fund managers today and what to expect in the year to come. After completing this session, participants will be able to:Anticipate the pressing legal concerns facing private fund managersAssist private fund managers with the strategic advice they most needBetter understand their in-house clients’ legal challenges and what is most pressing in the industryIsrael Friedman, Udi Grofman, John Weinstein, Tracey YurkoPresentation MaterialPrivate Fund GC Panel: Issues and Trends Encountered in 2026Israel Friedman, Udi Grofman, John Weinstein, Tracey Brady Yurko Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467977 467977 163 G3969 1:02:28 https://www.pli.edu/programs/a-guide-to-post-traumatic-stress-disorder-ptsd-for-advocates-how-to-effectively-address-ptsd-in-matters-involving-veterans-and-others-affected-by-t/473457?tCode=WTC5_RSS01 Health care Post-traumatic stress disorder Litigation Practice skills (Public interest law and pro bono) Veterans (Public interest law and pro bono) Taken from the Web Program Recorded July 13, 2026 in San FranciscoUnderstanding Clinical Evidence and Working with Mental Health Professionals [00:01:00]In this hour, we will provide insight into the elements of a clinical evaluation for PTSD and the benefits of collaborating with mental health professionals to develop an accurate picture of clients’ abilities and impairment. After attending this session, participants will be able to:Implement tips for how advocates can think critically about mental health treatment and evaluation,Engage effectively with mental health professionals,Understand the role of Medical-Legal Partnerships in promoting the interests of advocacy as well as population health.Nina Capurso, David M. Joseph, Ph.D., Amy RoseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Swords to Plowshares, Check List—Working with Mental Health ExpertsNina Capurso,Amy RosePresentation MaterialUnderstanding Clinical Evidence and Working with Mental Health Professionals (PowerPoint Slides)Nina Capurso, David M. Joseph, Ph.D., Amy Rose Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473457 473457 163 G3538 1:03:37 https://www.pli.edu/programs/a-guide-to-post-traumatic-stress-disorder-ptsd-for-advocates-how-to-effectively-address-ptsd-in-matters-involving-veterans-and-others-affected-by-t/473458?tCode=WTC5_RSS01 Health care Post-traumatic stress disorder Litigation Practice skills (Public interest law and pro bono) Veterans (Public interest law and pro bono) Taken from the Web Program Recorded July 13, 2026 in San FranciscoUnderstanding Clinical Evidence and Working with Mental Health Professionals [00:01:00]In this hour, we will provide insight into the elements of a clinical evaluation for PTSD and the benefits of collaborating with mental health professionals to develop an accurate picture of clients’ abilities and impairment. After attending this session, participants will be able to:Implement tips for how advocates can think critically about mental health treatment and evaluation,Engage effectively with mental health professionals,Understand the role of Medical-Legal Partnerships in promoting the interests of advocacy as well as population health.Nina Capurso, David M. Joseph, Ph.D., Amy RoseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Swords to Plowshares, Check List—Working with Mental Health ExpertsNina Capurso,Amy RosePresentation MaterialUnderstanding Clinical Evidence and Working with Mental Health Professionals (PowerPoint Slides)Nina Capurso, David M. Joseph, Ph.D., Amy Rose Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473458 473458 98 G3538 1:03:37 https://www.pli.edu/programs/a-guide-to-post-traumatic-stress-disorder-ptsd-for-advocates-how-to-effectively-address-ptsd-in-matters-involving-veterans-and-others-affected-by-t/473459?tCode=WTC5_RSS01 Health care Post-traumatic stress disorder Litigation Practice skills (Public interest law and pro bono) Veterans (Public interest law and pro bono) Taken from the Web Program Recorded July 13, 2026 in San FranciscoUnderstanding Clinical Evidence and Working with Mental Health Professionals [00:01:00]In this hour, we will provide insight into the elements of a clinical evaluation for PTSD and the benefits of collaborating with mental health professionals to develop an accurate picture of clients’ abilities and impairment. After attending this session, participants will be able to:Implement tips for how advocates can think critically about mental health treatment and evaluation,Engage effectively with mental health professionals,Understand the role of Medical-Legal Partnerships in promoting the interests of advocacy as well as population health.Nina Capurso, David M. Joseph, Ph.D., Amy RoseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Swords to Plowshares, Check List—Working with Mental Health ExpertsNina Capurso,Amy RosePresentation MaterialUnderstanding Clinical Evidence and Working with Mental Health Professionals (PowerPoint Slides)Nina Capurso, David M. Joseph, Ph.D., Amy Rose Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473459 473459 25 G3538 1:02:55 https://www.pli.edu/programs/a-guide-to-post-traumatic-stress-disorder-ptsd-for-advocates-how-to-effectively-address-ptsd-in-matters-involving-veterans-and-others-affected-by-t/473460?tCode=WTC5_RSS01 Health care Post-traumatic stress disorder Litigation Practice skills (Public interest law and pro bono) Veterans (Public interest law and pro bono) Taken from the Web Program Recorded July 13, 2026 in San FranciscoWorking with Clients and Developing Relevant Information about PTSD [00:01:00]We will offer guidance on how to discuss trauma and work with individuals who experience PTSD in light of the symptoms that affect them. With the aim of promoting reliable clinical assessment, after completing this session, participants will be able to:Develop relevant documentary evidence and lay witness statements or testimony,Understand approaches to developing evidence and information about PTSD to advance advocacy efforts.Deepa Arora, David M. Joseph, Ph.D.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Client ChronologyDeepa Arora,David M. JosephStressor Letter TemplateDavid M. Ph.D.,Deepa Arora,David M. JosephPresentation MaterialWorking with Clients and Developing Relevant Information about PTSD (PowerPoint Slides)Deepa Arora, David M. Joseph, Ph.D. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473460 473460 163 G3538 1:02:47 https://www.pli.edu/programs/a-guide-to-post-traumatic-stress-disorder-ptsd-for-advocates-how-to-effectively-address-ptsd-in-matters-involving-veterans-and-others-affected-by-t/473461?tCode=WTC5_RSS01 Health care Post-traumatic stress disorder Litigation Practice skills (Public interest law and pro bono) Veterans (Public interest law and pro bono) Taken from the Web Program Recorded July 13, 2026 in San FranciscoWorking with Clients and Developing Relevant Information about PTSD [00:01:00]We will offer guidance on how to discuss trauma and work with individuals who experience PTSD in light of the symptoms that affect them. With the aim of promoting reliable clinical assessment, after completing this session, participants will be able to:Develop relevant documentary evidence and lay witness statements or testimony,Understand approaches to developing evidence and information about PTSD to advance advocacy efforts.Deepa Arora, David M. Joseph, Ph.D.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Client ChronologyDeepa Arora,David M. JosephStressor Letter TemplateDavid M. Ph.D.,Deepa Arora,David M. JosephPresentation MaterialWorking with Clients and Developing Relevant Information about PTSD (PowerPoint Slides)Deepa Arora, David M. Joseph, Ph.D. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473461 473461 98 G3538 1:02:47 https://www.pli.edu/programs/a-guide-to-post-traumatic-stress-disorder-ptsd-for-advocates-how-to-effectively-address-ptsd-in-matters-involving-veterans-and-others-affected-by-t/473462?tCode=WTC5_RSS01 Health care Post-traumatic stress disorder Litigation Practice skills (Public interest law and pro bono) Veterans (Public interest law and pro bono) Taken from the Web Program Recorded July 13, 2026 in San FranciscoWorking with Clients and Developing Relevant Information about PTSD [00:01:00]We will offer guidance on how to discuss trauma and work with individuals who experience PTSD in light of the symptoms that affect them. With the aim of promoting reliable clinical assessment, after completing this session, participants will be able to:Develop relevant documentary evidence and lay witness statements or testimony,Understand approaches to developing evidence and information about PTSD to advance advocacy efforts.Deepa Arora, David M. Joseph, Ph.D.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Client ChronologyDeepa Arora,David M. JosephStressor Letter TemplateDavid M. Ph.D.,Deepa Arora,David M. JosephPresentation MaterialWorking with Clients and Developing Relevant Information about PTSD (PowerPoint Slides)Deepa Arora, David M. Joseph, Ph.D. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473462 473462 25 G3538 1:02:05 https://www.pli.edu/programs/a-guide-to-post-traumatic-stress-disorder-ptsd-for-advocates-how-to-effectively-address-ptsd-in-matters-involving-veterans-and-others-affected-by-t/473464?tCode=WTC5_RSS01 Health care Post-traumatic stress disorder Litigation Practice skills (Public interest law and pro bono) Veterans (Public interest law and pro bono) Taken from the Web Program Recorded July 13, 2026 in San FranciscoIntroduction to Post-Traumatic Stress Disorder – Understanding PTSD to Improve Legal Advocacy [00:01:00]This session will provide an overview of PTSD. After completing this session, participants will be able to:Explain what constitutes a traumatic event,Understand the constellation of symptoms that define PTSD,Recognize how traumatic experiences are processed differently in the brain than other experiences.With examples of how PTSD affects day-to-day functioning, recall, and behavior, we will discuss issues that arise in advocacy that can be addressed through a greater understanding of PTSD.Nina Capurso, John R. McQuaid, Ph.D.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:National Institute of Mental Health, Post-Traumatic Stress Disorder—Definition, Signs and Symptoms, Risk Factors, Treatments and Therapies (Revised 2020)John R. Ph.D.,Nina Capurso,John R. McQuaidSwords to Plowshares, Post-Traumatic Stress Disorder—Additional ResourcesJohn R. Ph.D.,Nina Capurso,John R. McQuaidA Guide to Post-Traumatic Stress Disorder for Advocates—Introduction to PTSD (PowerPoint slides)John R. Ph.D.,Nina Capurso,John R. McQuaidPresentation MaterialIntroduction to Post-Traumatic Stress Disorder – Understanding PTSD to Improve Legal Advocacy (PowerPoint Slides)Nina Capurso, John R. McQuaid, Ph.D. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473464 473464 98 G3538 1:04:57 https://www.pli.edu/programs/a-guide-to-post-traumatic-stress-disorder-ptsd-for-advocates-how-to-effectively-address-ptsd-in-matters-involving-veterans-and-others-affected-by-t/473463?tCode=WTC5_RSS01 Health care Post-traumatic stress disorder Litigation Practice skills (Public interest law and pro bono) Veterans (Public interest law and pro bono) Taken from the Web Program Recorded July 13, 2026 in San FranciscoIntroduction to Post-Traumatic Stress Disorder – Understanding PTSD to Improve Legal Advocacy [00:01:00]This session will provide an overview of PTSD. After completing this session, participants will be able to:Explain what constitutes a traumatic event,Understand the constellation of symptoms that define PTSD,Recognize how traumatic experiences are processed differently in the brain than other experiences.With examples of how PTSD affects day-to-day functioning, recall, and behavior, we will discuss issues that arise in advocacy that can be addressed through a greater understanding of PTSD.Nina Capurso, John R. McQuaid, Ph.D.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:National Institute of Mental Health, Post-Traumatic Stress Disorder—Definition, Signs and Symptoms, Risk Factors, Treatments and Therapies (Revised 2020)John R. Ph.D.,Nina Capurso,John R. McQuaidSwords to Plowshares, Post-Traumatic Stress Disorder—Additional ResourcesJohn R. Ph.D.,Nina Capurso,John R. McQuaidA Guide to Post-Traumatic Stress Disorder for Advocates—Introduction to PTSD (PowerPoint slides)John R. Ph.D.,Nina Capurso,John R. McQuaidPresentation MaterialIntroduction to Post-Traumatic Stress Disorder – Understanding PTSD to Improve Legal Advocacy (PowerPoint Slides)Nina Capurso, John R. McQuaid, Ph.D. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473463 473463 163 G3538 1:04:57 https://www.pli.edu/programs/a-guide-to-post-traumatic-stress-disorder-ptsd-for-advocates-how-to-effectively-address-ptsd-in-matters-involving-veterans-and-others-affected-by-t/473465?tCode=WTC5_RSS01 Health care Post-traumatic stress disorder Litigation Practice skills (Public interest law and pro bono) Veterans (Public interest law and pro bono) Taken from the Web Program Recorded July 13, 2026 in San FranciscoIntroduction to Post-Traumatic Stress Disorder – Understanding PTSD to Improve Legal Advocacy [00:01:00]This session will provide an overview of PTSD. After completing this session, participants will be able to:Explain what constitutes a traumatic event,Understand the constellation of symptoms that define PTSD,Recognize how traumatic experiences are processed differently in the brain than other experiences.With examples of how PTSD affects day-to-day functioning, recall, and behavior, we will discuss issues that arise in advocacy that can be addressed through a greater understanding of PTSD.Nina Capurso, John R. McQuaid, Ph.D.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:National Institute of Mental Health, Post-Traumatic Stress Disorder—Definition, Signs and Symptoms, Risk Factors, Treatments and Therapies (Revised 2020)John R. Ph.D.,Nina Capurso,John R. McQuaidSwords to Plowshares, Post-Traumatic Stress Disorder—Additional ResourcesJohn R. Ph.D.,Nina Capurso,John R. McQuaidA Guide to Post-Traumatic Stress Disorder for Advocates—Introduction to PTSD (PowerPoint slides)John R. Ph.D.,Nina Capurso,John R. McQuaidPresentation MaterialIntroduction to Post-Traumatic Stress Disorder – Understanding PTSD to Improve Legal Advocacy (PowerPoint Slides)Nina Capurso, John R. McQuaid, Ph.D. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473465 473465 25 G3538 1:04:15 https://www.pli.edu/programs/milestones-in-legal-mastery-skills-leadership--ethics/468925?tCode=WTC5_RSS01 Ethics and professional responsibility Professional development Communication skills (Career development) Leadership skills (Career development) Taken from the Web Program Recorded July 13, 2026 in New YorkFrom Smart to Effective: The Professional Skills Attorneys Need on Day One [00:01:45]After completing this session, participants will be able to: Understand the role of emotional intelligence (EQ) in professional effectiveness and how it complements technical legal skillsApply active listening techniques to improve communication, reduce misunderstandings, and strengthen relationshipsGive and receive feedback in a clear, constructive, and professional mannerDavid B. Sarnoff, Joy StephensPresentation MaterialPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Mentorship as a New Lateral Partner – Doing Right by Associates Without Lossing Focus (April 2026)David B. SarnoffPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Coach’s Counsel: Proactive Associate, Resistant Partner – Finding a Way Forward (Feb. 2026)David B. SarnoffCohen v. Lord, Day & Lord, 75 N.Y.2d 95, 550 N.E.2d 410, 551 N.Y.S.2d 157 (1989)Denburg v. Parker Chapin Flattau & Klimpl, 82 N.Y.2d 375, 624 N.E.2d 995 (N.Y. 1993)Howard v. Babcock, 6 Cal. 4th 409, 863 P.2d 150, 25 Cal. Rptr. 2d 80 (1993).PLI Chronicle: Insights and Perspectives for the Legal Community, David Keyko, Article 4. The Ethics of Working From Home (Aug. 2024)PLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: The New Attorney-Client Contract: Trust, Technology, and Communication in the Age of AI (June 2026)David B. SarnoffPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Coach’s Counsel: I Was Told I’d Get More Responsibility. It Hasn’t Happened (May 2026)David B. SarnoffSegment PowerPoint: From Smart to Effective: The Professional Skills Attorneys Need on Day OneDavid B. Sarnoff, Joy Stephens Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468925 468925 163 G5824 1:52:36 https://www.pli.edu/programs/milestones-in-legal-mastery-skills-leadership--ethics/468923?tCode=WTC5_RSS01 Ethics and professional responsibility Professional development Communication skills (Career development) Leadership skills (Career development) Taken from the Web Program Recorded July 13, 2026 in New YorkFrom Smart to Effective: The Professional Skills Attorneys Need on Day One [00:01:45]After completing this session, participants will be able to: Understand the role of emotional intelligence (EQ) in professional effectiveness and how it complements technical legal skillsApply active listening techniques to improve communication, reduce misunderstandings, and strengthen relationshipsGive and receive feedback in a clear, constructive, and professional mannerDavid B. Sarnoff, Joy StephensPresentation MaterialPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Mentorship as a New Lateral Partner – Doing Right by Associates Without Lossing Focus (April 2026)David B. SarnoffPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Coach’s Counsel: Proactive Associate, Resistant Partner – Finding a Way Forward (Feb. 2026)David B. SarnoffCohen v. Lord, Day & Lord, 75 N.Y.2d 95, 550 N.E.2d 410, 551 N.Y.S.2d 157 (1989)Denburg v. Parker Chapin Flattau & Klimpl, 82 N.Y.2d 375, 624 N.E.2d 995 (N.Y. 1993)Howard v. Babcock, 6 Cal. 4th 409, 863 P.2d 150, 25 Cal. Rptr. 2d 80 (1993).PLI Chronicle: Insights and Perspectives for the Legal Community, David Keyko, Article 4. The Ethics of Working From Home (Aug. 2024)PLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: The New Attorney-Client Contract: Trust, Technology, and Communication in the Age of AI (June 2026)David B. SarnoffPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Coach’s Counsel: I Was Told I’d Get More Responsibility. It Hasn’t Happened (May 2026)David B. SarnoffSegment PowerPoint: From Smart to Effective: The Professional Skills Attorneys Need on Day OneDavid B. Sarnoff, Joy Stephens Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468923 468923 98 G5824 1:52:36 https://www.pli.edu/programs/milestones-in-legal-mastery-skills-leadership--ethics/468927?tCode=WTC5_RSS01 Ethics and professional responsibility Professional development Communication skills (Career development) Leadership skills (Career development) Taken from the Web Program Recorded July 13, 2026 in New YorkFrom Smart to Effective: The Professional Skills Attorneys Need on Day One [00:01:45]After completing this session, participants will be able to: Understand the role of emotional intelligence (EQ) in professional effectiveness and how it complements technical legal skillsApply active listening techniques to improve communication, reduce misunderstandings, and strengthen relationshipsGive and receive feedback in a clear, constructive, and professional mannerDavid B. Sarnoff, Joy StephensPresentation MaterialPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Mentorship as a New Lateral Partner – Doing Right by Associates Without Lossing Focus (April 2026)David B. SarnoffPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Coach’s Counsel: Proactive Associate, Resistant Partner – Finding a Way Forward (Feb. 2026)David B. SarnoffCohen v. Lord, Day & Lord, 75 N.Y.2d 95, 550 N.E.2d 410, 551 N.Y.S.2d 157 (1989)Denburg v. Parker Chapin Flattau & Klimpl, 82 N.Y.2d 375, 624 N.E.2d 995 (N.Y. 1993)Howard v. Babcock, 6 Cal. 4th 409, 863 P.2d 150, 25 Cal. Rptr. 2d 80 (1993).PLI Chronicle: Insights and Perspectives for the Legal Community, David Keyko, Article 4. The Ethics of Working From Home (Aug. 2024)PLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: The New Attorney-Client Contract: Trust, Technology, and Communication in the Age of AI (June 2026)David B. SarnoffPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Coach’s Counsel: I Was Told I’d Get More Responsibility. It Hasn’t Happened (May 2026)David B. SarnoffSegment PowerPoint: From Smart to Effective: The Professional Skills Attorneys Need on Day OneDavid B. Sarnoff, Joy Stephens Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468927 468927 25 G5824 1:51:54 https://www.pli.edu/programs/milestones-in-legal-mastery-skills-leadership--ethics/468926?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Conflicts of interest Professional development Leadership skills (Career development) Taken from the Web Program Recorded July 13, 2026 in New YorkHow Legal Ethics Evolves Throughout Your Career [01:02:54]After completing this session, participants will be able to:Understand your ethical obligations throughout the different phases of your career: as a new lawyer, a lawyer who has gained experience, and a senior lawyerRecognize common ethical issues that arise for new lawyersNavigate conflicts of interest across multiple industriesUnderstand the duty of supervision and the duty of competence, including technological competenceAddress the roles of lawyers in management roles and issues around succession planningKhasim K. Lockhart, Tyler Maulsby, Princess UchekwePresentation MaterialCohen v. Lord, Day & Lord, 75 N.Y.2d 95, 550 N.E.2d 410, 551 N.Y.S.2d 157 (1989)Khasim K. LockhartDenburg v. Parker Chapin Flattau & Klimpl, 82 N.Y.2d 375, 624 N.E.2d 995 (N.Y. 1993)Khasim K. LockhartHoward v. Babcock, 6 Cal. 4th 409, 863 P.2d 150, 25 Cal. Rptr. 2d 80 (1993).Khasim K. LockhartPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Mentorship as a New Lateral Partner – Doing Right by Associates Without Lossing Focus (April 2026)David B. SarnoffPLI Chronicle: Insights and Perspectives for the Legal Community, David Keyko, Article 4. The Ethics of Working From Home (Aug. 2024)PLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Coach’s Counsel: Proactive Associate, Resistant Partner – Finding a Way Forward (Feb. 2026)David B. SarnoffPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: The New Attorney-Client Contract: Trust, Technology, and Communication in the Age of AI (June 2026)David B. SarnoffPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Coach’s Counsel: I Was Told I’d Get More Responsibility. It Hasn’t Happened (May 2026)David B. SarnoffSegment PowerPoint: How Legal Ethics Evolves Throughout Your CareerKhasim K. Lockhart, Tyler Maulsby, Princess Uchekwe Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468926 468926 25 G5824 1:02:54 https://www.pli.edu/programs/milestones-in-legal-mastery-skills-leadership--ethics/468924?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Conflicts of interest Professional development Leadership skills (Career development) Taken from the Web Program Recorded July 13, 2026 in New YorkHow Legal Ethics Evolves Throughout Your Career [01:02:54]After completing this session, participants will be able to:Understand your ethical obligations throughout the different phases of your career: as a new lawyer, a lawyer who has gained experience, and a senior lawyerRecognize common ethical issues that arise for new lawyersNavigate conflicts of interest across multiple industriesUnderstand the duty of supervision and the duty of competence, including technological competenceAddress the roles of lawyers in management roles and issues around succession planningKhasim K. Lockhart, Tyler Maulsby, Princess UchekwePresentation MaterialCohen v. Lord, Day & Lord, 75 N.Y.2d 95, 550 N.E.2d 410, 551 N.Y.S.2d 157 (1989)Khasim K. LockhartDenburg v. Parker Chapin Flattau & Klimpl, 82 N.Y.2d 375, 624 N.E.2d 995 (N.Y. 1993)Khasim K. LockhartHoward v. Babcock, 6 Cal. 4th 409, 863 P.2d 150, 25 Cal. Rptr. 2d 80 (1993).Khasim K. LockhartPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Mentorship as a New Lateral Partner – Doing Right by Associates Without Lossing Focus (April 2026)David B. SarnoffPLI Chronicle: Insights and Perspectives for the Legal Community, David Keyko, Article 4. The Ethics of Working From Home (Aug. 2024)PLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Coach’s Counsel: Proactive Associate, Resistant Partner – Finding a Way Forward (Feb. 2026)David B. SarnoffPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: The New Attorney-Client Contract: Trust, Technology, and Communication in the Age of AI (June 2026)David B. SarnoffPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Coach’s Counsel: I Was Told I’d Get More Responsibility. It Hasn’t Happened (May 2026)David B. SarnoffSegment PowerPoint: How Legal Ethics Evolves Throughout Your CareerKhasim K. Lockhart, Tyler Maulsby, Princess Uchekwe Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468924 468924 163 G5824 1:03:37 https://www.pli.edu/programs/milestones-in-legal-mastery-skills-leadership--ethics/468922?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Conflicts of interest Professional development Leadership skills (Career development) Taken from the Web Program Recorded July 13, 2026 in New YorkHow Legal Ethics Evolves Throughout Your Career [01:02:54]After completing this session, participants will be able to:Understand your ethical obligations throughout the different phases of your career: as a new lawyer, a lawyer who has gained experience, and a senior lawyerRecognize common ethical issues that arise for new lawyersNavigate conflicts of interest across multiple industriesUnderstand the duty of supervision and the duty of competence, including technological competenceAddress the roles of lawyers in management roles and issues around succession planningKhasim K. Lockhart, Tyler Maulsby, Princess UchekwePresentation MaterialCohen v. Lord, Day & Lord, 75 N.Y.2d 95, 550 N.E.2d 410, 551 N.Y.S.2d 157 (1989)Khasim K. LockhartDenburg v. Parker Chapin Flattau & Klimpl, 82 N.Y.2d 375, 624 N.E.2d 995 (N.Y. 1993)Khasim K. LockhartHoward v. Babcock, 6 Cal. 4th 409, 863 P.2d 150, 25 Cal. Rptr. 2d 80 (1993).Khasim K. LockhartPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Mentorship as a New Lateral Partner – Doing Right by Associates Without Lossing Focus (April 2026)David B. SarnoffPLI Chronicle: Insights and Perspectives for the Legal Community, David Keyko, Article 4. The Ethics of Working From Home (Aug. 2024)PLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Coach’s Counsel: Proactive Associate, Resistant Partner – Finding a Way Forward (Feb. 2026)David B. SarnoffPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: The New Attorney-Client Contract: Trust, Technology, and Communication in the Age of AI (June 2026)David B. SarnoffPLI Chronicle, Natalie Loeb and David B. Sarnoff, Coach’s Counsel: Coach’s Counsel: I Was Told I’d Get More Responsibility. It Hasn’t Happened (May 2026)David B. SarnoffSegment PowerPoint: How Legal Ethics Evolves Throughout Your CareerKhasim K. Lockhart, Tyler Maulsby, Princess Uchekwe Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468922 468922 98 G5824 1:03:37 https://www.pli.edu/programs/telecommunications-policy--regulation/441985?tCode=WTC5_RSS01 Communications and telecommunications Regulation, compliance, and enforcement (Technology) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441985 441985 3 G3037 2026-12-03T22:30:00Z 9:03:00 Washington DC USA https://www.pli.edu/programs/telecommunications-policy--regulation/441986?tCode=WTC5_RSS01 Communications and telecommunications Regulation, compliance, and enforcement (Technology) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441986 441986 13 G3037 2026-12-03T22:30:00Z 9:03:00 Washington DC USA https://www.pli.edu/programs/immigration--naturalization-institute/444013?tCode=WTC5_RSS01 Immigration and naturalization Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444013 444013 3 G3147 2026-12-04T21:30:00Z 7:40:30 New York NY USA https://www.pli.edu/programs/immigration--naturalization-institute/444014?tCode=WTC5_RSS01 Immigration and naturalization Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444014 444014 13 G3147 2026-12-04T21:30:00Z 7:40:30 New York NY USA https://www.pli.edu/programs/building-a-healthy-workplace-culture-in-law-firms-trust-connection-and-communication/462858?tCode=WTC5_RSS01 Employment and labor Professional development Attorney wellness Technology Culture is not a perk. It is the invisible architecture of your law firm or legal department, shaping how people treat one another, how decisions get made, how conflict gets navigated, and ultimately, whether your best people stay or leave. Every law firm has a culture. The real question is whether yours is one you've built with intention, or one that simply happened to you.In this dynamic, one-hour panel discussion, expert faculty will move beyond the surface-level conversation about law firm workplace culture and go deeper into the human behaviors, relational dynamics, and leadership practices that either build or erode a healthy environment. Drawing on current research, real-world experience, and practical frameworks, this session will equip law firm leaders, attorneys, and administrators with actionable insights they can bring back to their firms immediately. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462858 462858 104 G5763 1:00:54 https://www.pli.edu/programs/building-a-healthy-workplace-culture-in-law-firms-trust-connection-and-communication/468348?tCode=WTC5_RSS01 Employment and labor Professional development Attorney wellness Technology Culture is not a perk. It is the invisible architecture of your law firm or legal department, shaping how people treat one another, how decisions get made, how conflict gets navigated, and ultimately, whether your best people stay or leave. Every law firm has a culture. The real question is whether yours is one you've built with intention, or one that simply happened to you.In this dynamic, one-hour panel discussion, expert faculty will move beyond the surface-level conversation about law firm workplace culture and go deeper into the human behaviors, relational dynamics, and leadership practices that either build or erode a healthy environment. Drawing on current research, real-world experience, and practical frameworks, this session will equip law firm leaders, attorneys, and administrators with actionable insights they can bring back to their firms immediately. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468348 468348 98 G5763 1:01:36 https://www.pli.edu/programs/building-a-healthy-workplace-culture-in-law-firms-trust-connection-and-communication/468349?tCode=WTC5_RSS01 Employment and labor Professional development Attorney wellness Technology Culture is not a perk. It is the invisible architecture of your law firm or legal department, shaping how people treat one another, how decisions get made, how conflict gets navigated, and ultimately, whether your best people stay or leave. Every law firm has a culture. The real question is whether yours is one you've built with intention, or one that simply happened to you.In this dynamic, one-hour panel discussion, expert faculty will move beyond the surface-level conversation about law firm workplace culture and go deeper into the human behaviors, relational dynamics, and leadership practices that either build or erode a healthy environment. Drawing on current research, real-world experience, and practical frameworks, this session will equip law firm leaders, attorneys, and administrators with actionable insights they can bring back to their firms immediately. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468349 468349 163 G5763 1:01:36 https://www.pli.edu/programs/sec-reporting--fasb-forum/443803?tCode=WTC5_RSS01 Accounting and financial reporting Accounting standards Financial reporting (Accounting and financial reporting) Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) The SEC reporting and financial reporting landscape is entering a period of meaningful change. With a new administration, evolving SEC priorities, an active FASB agenda, new leadership at the PCAOB, and continued scrutiny from regulators and investors, reporting professionals must stay ahead of developments that will reshape disclosure, compliance, and financial reporting practices. At the 42nd Annual SEC Reporting & FASB Forum, leading accounting, legal, and reporting experts will provide practical guidance on the latest SEC rulemaking, interpretive developments, enforcement trends, and comment letter focus areas, as well as significant FASB and PCAOB standard-setting initiatives. You'll gain actionable insights on key topics including disaggregated income statement expense and income tax disclosures, segment reporting, business combinations, financial instruments, digital assets, MD&A, and PCAOB developments. The program also features a session on ethical challenges facing public company professionals, which qualifies for ethics CPE credit. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443803 443803 183 G3067 2026-12-18T22:00:00Z 8:10:40 New York NY USA https://www.pli.edu/programs/sec-reporting--fasb-forum/443804?tCode=WTC5_RSS01 Accounting and financial reporting Accounting standards Financial reporting (Accounting and financial reporting) Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) The SEC reporting and financial reporting landscape is entering a period of meaningful change. With a new administration, evolving SEC priorities, an active FASB agenda, new leadership at the PCAOB, and continued scrutiny from regulators and investors, reporting professionals must stay ahead of developments that will reshape disclosure, compliance, and financial reporting practices. At the 42nd Annual SEC Reporting & FASB Forum, leading accounting, legal, and reporting experts will provide practical guidance on the latest SEC rulemaking, interpretive developments, enforcement trends, and comment letter focus areas, as well as significant FASB and PCAOB standard-setting initiatives. You'll gain actionable insights on key topics including disaggregated income statement expense and income tax disclosures, segment reporting, business combinations, financial instruments, digital assets, MD&A, and PCAOB developments. The program also features a session on ethical challenges facing public company professionals, which qualifies for ethics CPE credit. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443804 443804 202 G3067 2026-12-18T22:00:00Z 8:10:40 New York NY USA https://www.pli.edu/programs/sec-reporting--fasb-forum/443799?tCode=WTC5_RSS01 Accounting and financial reporting Accounting standards Financial reporting (Accounting and financial reporting) Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) The SEC reporting and financial reporting landscape is entering a period of meaningful change. With a new administration, evolving SEC priorities, an active FASB agenda, new leadership at the PCAOB, and continued scrutiny from regulators and investors, reporting professionals must stay ahead of developments that will reshape disclosure, compliance, and financial reporting practices. At the 42nd Annual SEC Reporting & FASB Forum, leading accounting, legal, and reporting experts will provide practical guidance on the latest SEC rulemaking, interpretive developments, enforcement trends, and comment letter focus areas, as well as significant FASB and PCAOB standard-setting initiatives. You'll gain actionable insights on key topics including disaggregated income statement expense and income tax disclosures, segment reporting, business combinations, financial instruments, digital assets, MD&A, and PCAOB developments. The program also features a session on ethical challenges facing public company professionals, which qualifies for ethics CPE credit. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443799 443799 202 G3067 2026-12-05T01:00:00Z 8:10:40 San Francisco CA USA https://www.pli.edu/programs/sec-reporting--fasb-forum/443759?tCode=WTC5_RSS01 Accounting and financial reporting Accounting standards Financial reporting (Accounting and financial reporting) Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) The SEC reporting and financial reporting landscape is entering a period of meaningful change. With a new administration, evolving SEC priorities, an active FASB agenda, new leadership at the PCAOB, and continued scrutiny from regulators and investors, reporting professionals must stay ahead of developments that will reshape disclosure, compliance, and financial reporting practices. At the 42nd Annual SEC Reporting & FASB Forum, leading accounting, legal, and reporting experts will provide practical guidance on the latest SEC rulemaking, interpretive developments, enforcement trends, and comment letter focus areas, as well as significant FASB and PCAOB standard-setting initiatives. You'll gain actionable insights on key topics including disaggregated income statement expense and income tax disclosures, segment reporting, business combinations, financial instruments, digital assets, MD&A, and PCAOB developments. The program also features a session on ethical challenges facing public company professionals, which qualifies for ethics CPE credit. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443759 443759 183 G3067 2026-12-05T01:00:00Z 8:10:40 San Francisco CA USA https://www.pli.edu/programs/copyright-law-workshop/441903?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Technology This program is designed to provide copyright lawyers with some experience with key practical takeaways to immediately support their practice. The agenda addresses common areas of copyright practice at a level that assumes a strong working knowledge of substantive copyright law so the discussion will focus more on strategy than on introductory concepts.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441903 441903 32 G5386 3:22:00 https://www.pli.edu/programs/cannabis-rescheduling/466905?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Health care Practice skills (Litigation) Tax A 2026 Department of Justice order on cannabis marks a notable development in the evolving federal approach to marijuana regulation, introducing another new framework, with important implications for licensing, taxation, and legal operations. While the change stops short of full federal reform, it creates a split treatment between certain categories of cannabis and leaves key questions unresolved. This program will unpack what the Order does—and does not—do, and equip practitioners with practical guidance for advising clients in a rapidly shifting legal landscape. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466905 466905 104 G5799 1:02:45 https://www.pli.edu/programs/cannabis-rescheduling/468344?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Health care Practice skills (Litigation) Tax A 2026 Department of Justice order on cannabis marks a notable development in the evolving federal approach to marijuana regulation, introducing another new framework, with important implications for licensing, taxation, and legal operations. While the change stops short of full federal reform, it creates a split treatment between certain categories of cannabis and leaves key questions unresolved. This program will unpack what the Order does—and does not—do, and equip practitioners with practical guidance for advising clients in a rapidly shifting legal landscape. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468344 468344 163 G5799 1:03:27 https://www.pli.edu/programs/cannabis-rescheduling/468345?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Health care Practice skills (Litigation) Tax A 2026 Department of Justice order on cannabis marks a notable development in the evolving federal approach to marijuana regulation, introducing another new framework, with important implications for licensing, taxation, and legal operations. While the change stops short of full federal reform, it creates a split treatment between certain categories of cannabis and leaves key questions unresolved. This program will unpack what the Order does—and does not—do, and equip practitioners with practical guidance for advising clients in a rapidly shifting legal landscape. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468345 468345 98 G5799 1:03:27 https://www.pli.edu/programs/the-delegation-deficit-why-lawyers-under-delegate-and-how-to-fix-it/461474?tCode=WTC5_RSS01 Professional development Career development The math is simple: attorneys who leverage their teams effectively create far more value, deliver higher-quality work, and build more sustainable practices than those who try to do everything themselves. Yet many lawyers—especially those who are newer to managing others—struggle to let go. They worry it will take longer to explain, that the work will come back wrong, or that they will lose control of the matter at a critical moment. Off-the-shelf advice like "focus more on teaching" sounds lovely in theory, but the time pressures of legal practice make effective delegation far more difficult in practice.In this one-hour briefing, Ben Sachs, a law professor, consultant, and author of the bestselling management book for lawyers, All Rise: Practical Tools for Building High-Performance Legal Teams, will provide a structured, realistic approach to delegation that accounts for the way legal teams actually work. Drawing on behavioral science and examples from law and business, this session will help lawyers at every level overcome the most common barriers to delegation, mitigate the handoff risks that even experienced attorneys overlook, and build teams that multiply their impact rather than bottleneck on a single person. This is the roadmap for building a more leveraged, more profitable, and more sustainable practice. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461474 461474 104 G5734 1:00:52 https://www.pli.edu/programs/the-delegation-deficit-why-lawyers-under-delegate-and-how-to-fix-it/468295?tCode=WTC5_RSS01 Professional development Career development The math is simple: attorneys who leverage their teams effectively create far more value, deliver higher-quality work, and build more sustainable practices than those who try to do everything themselves. Yet many lawyers—especially those who are newer to managing others—struggle to let go. They worry it will take longer to explain, that the work will come back wrong, or that they will lose control of the matter at a critical moment. Off-the-shelf advice like "focus more on teaching" sounds lovely in theory, but the time pressures of legal practice make effective delegation far more difficult in practice.In this one-hour briefing, Ben Sachs, a law professor, consultant, and author of the bestselling management book for lawyers, All Rise: Practical Tools for Building High-Performance Legal Teams, will provide a structured, realistic approach to delegation that accounts for the way legal teams actually work. Drawing on behavioral science and examples from law and business, this session will help lawyers at every level overcome the most common barriers to delegation, mitigate the handoff risks that even experienced attorneys overlook, and build teams that multiply their impact rather than bottleneck on a single person. This is the roadmap for building a more leveraged, more profitable, and more sustainable practice. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468295 468295 163 G5734 1:01:33 https://www.pli.edu/programs/the-delegation-deficit-why-lawyers-under-delegate-and-how-to-fix-it/468294?tCode=WTC5_RSS01 Professional development Career development The math is simple: attorneys who leverage their teams effectively create far more value, deliver higher-quality work, and build more sustainable practices than those who try to do everything themselves. Yet many lawyers—especially those who are newer to managing others—struggle to let go. They worry it will take longer to explain, that the work will come back wrong, or that they will lose control of the matter at a critical moment. Off-the-shelf advice like "focus more on teaching" sounds lovely in theory, but the time pressures of legal practice make effective delegation far more difficult in practice.In this one-hour briefing, Ben Sachs, a law professor, consultant, and author of the bestselling management book for lawyers, All Rise: Practical Tools for Building High-Performance Legal Teams, will provide a structured, realistic approach to delegation that accounts for the way legal teams actually work. Drawing on behavioral science and examples from law and business, this session will help lawyers at every level overcome the most common barriers to delegation, mitigate the handoff risks that even experienced attorneys overlook, and build teams that multiply their impact rather than bottleneck on a single person. This is the roadmap for building a more leveraged, more profitable, and more sustainable practice. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468294 468294 98 G5734 1:01:33 https://www.pli.edu/programs/ai-in-the-law--quarterly-briefing/471309?tCode=WTC5_RSS01 Legal technology Technology in law practice Technology Artificial intelligence Practice skills (Technology) Taken from the Web Program Recorded July 7, 2026 in New YorkInnovator's Edge: Q3 2026 AI Update for the Legal Profession [00:01:00]Introduction and Overview (5 minutes)Key AI Developments: What Matters in the Broader Tech Landscape and Legal AI (15 minutes)Regulatory and Ethical Frameworks: What's Changing (10 minutes)Legal Education, Lawyer Formation, and Access to Justice (10 minutes)Business Models and Strategic Implications (10 minutes)Connecting the Dots & Predictions for Q2 (5 minutes)Q&A and Practical Takeaways (5 minutes)Jen Leonard, Bridget McCormackPresentation MaterialDemo PollingThe Innovator's Edge: AI and the Future of the Profession Quarterly Briefing July 2026Jennifer Leonard, Bridget M. McCormack Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 471309 471309 98 G5538 1:01:33 https://www.pli.edu/programs/ai-in-the-law--quarterly-briefing/471311?tCode=WTC5_RSS01 Legal technology Technology in law practice Technology Artificial intelligence Practice skills (Technology) Taken from the Web Program Recorded July 7, 2026 in New YorkInnovator's Edge: Q3 2026 AI Update for the Legal Profession [00:01:00]Introduction and Overview (5 minutes)Key AI Developments: What Matters in the Broader Tech Landscape and Legal AI (15 minutes)Regulatory and Ethical Frameworks: What's Changing (10 minutes)Legal Education, Lawyer Formation, and Access to Justice (10 minutes)Business Models and Strategic Implications (10 minutes)Connecting the Dots & Predictions for Q2 (5 minutes)Q&A and Practical Takeaways (5 minutes)Jen Leonard, Bridget McCormackPresentation MaterialDemo PollingThe Innovator's Edge: AI and the Future of the Profession Quarterly Briefing July 2026Jennifer Leonard, Bridget M. McCormack Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 471311 471311 163 G5538 1:01:33 https://www.pli.edu/programs/ai-in-the-law--quarterly-briefing/471310?tCode=WTC5_RSS01 Legal technology Technology in law practice Technology Artificial intelligence Practice skills (Technology) Taken from the Web Program Recorded July 7, 2026 in New YorkInnovator's Edge: Q3 2026 AI Update for the Legal Profession [00:01:00]Introduction and Overview (5 minutes)Key AI Developments: What Matters in the Broader Tech Landscape and Legal AI (15 minutes)Regulatory and Ethical Frameworks: What's Changing (10 minutes)Legal Education, Lawyer Formation, and Access to Justice (10 minutes)Business Models and Strategic Implications (10 minutes)Connecting the Dots & Predictions for Q2 (5 minutes)Q&A and Practical Takeaways (5 minutes)Jen Leonard, Bridget McCormackPresentation MaterialDemo PollingThe Innovator's Edge: AI and the Future of the Profession Quarterly Briefing July 2026Jennifer Leonard, Bridget M. McCormack Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 471310 471310 25 G5538 1:00:51 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/441502?tCode=WTC5_RSS01 Accounting and financial reporting Accounting standards Financial reporting (Accounting and financial reporting) Maintaining a basic knowledge of accounting concepts empowers lawyers in their practice, and this program strives to equip lawyers with the ability to confidently engage with accounting and financial matters. A dynamic group of experts from both the legal and accounting fields will guide you through lively, practical discussions. Together, you'll unravel the key elements of financial statements, uncovering the compelling narrative behind a company's numbers. Gain a front-row seat to a comprehensive exploration of the audit process, including its scope and the range of auditor opinions. You'll discover actionable strategies for collaborating with both external and in-house counsel during audits, ensuring your involvement is impactful and effective. What sets this program apart is its deep dive into the ethical dilemmas lawyers face when handling financial matters, illuminating the similarities and differences between legal and accounting codes of conduct.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441502 441502 32 G3176 11:26:46 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/441506?tCode=WTC5_RSS01 Accounting and financial reporting Accounting standards Financial reporting (Accounting and financial reporting) Maintaining a basic knowledge of accounting concepts empowers lawyers in their practice, and this program strives to equip lawyers with the ability to confidently engage with accounting and financial matters. A dynamic group of experts from both the legal and accounting fields will guide you through lively, practical discussions. Together, you'll unravel the key elements of financial statements, uncovering the compelling narrative behind a company's numbers. Gain a front-row seat to a comprehensive exploration of the audit process, including its scope and the range of auditor opinions. You'll discover actionable strategies for collaborating with both external and in-house counsel during audits, ensuring your involvement is impactful and effective. What sets this program apart is its deep dive into the ethical dilemmas lawyers face when handling financial matters, illuminating the similarities and differences between legal and accounting codes of conduct.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441506 441506 32 G3176 11:36:55 https://www.pli.edu/programs/the-hague-system-at-100/471883?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 1, 2026 in New YorkThe Hague System at 100: A Strategic Choice for US Applicants [00:01:05]After completing this program, participants will be prepared to:Learn How the Hague System Has Evolved Over 100 YearsDevelopments in the legal framework and digital transformation, and how these have made the system more advantageous Updates in administrative instructions, common regulations, and new accessions Cost-effectiveness of the system in practiceUnderstand How to Use the Hague SystemWhen the system is the right choice for an applicant’s international design protection strategyConsiderations US practitioners should consider when using the system How to address unique aspects of commonly designated OfficesLearn the Applicant’s PerspectiveHow a design-intensive company has leveraged the Hague System to protect its designs and strengthen its position in international marketsAssess User ChallengesThe main potential issues practitioners could experience when filing and managing applicationsStrategies for overcoming these issues through leveraging the Hague System’s legal framework and online servicesReview How the System is ModernizingHow the system is being modernizedHow the most-cited challenges are being proactively addressedExplore What’s Next for the Hague SystemA look ahead at how the Hague System will continue to evolve in the coming years to become even more useful for applicantsJonah Asher, Tracy-Gene G. Durkin, Kenny Ren, Dr. Robert StutzPresentation MaterialHague Yearly Review 2026Hague Yearly Review 2026 Publication PageGuide to the Hague System: International Registration of Designs Under the Hague AgreementGuidance on Preparing and Providing Reproductions in Order to Forestall Possible Refusals on the Ground of Insufficient Disclosure of an Industrial Design by Examining OfficesGuidance on Including Multiple Designs in an International Application in Order to Forestall Possible RefusalsHistory of the Regulations Under the Hague System Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 471883 471883 163 G5855 1:04:53 https://www.pli.edu/programs/the-hague-system-at-100/476555?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 1, 2026 in New YorkThe Hague System at 100: A Strategic Choice for US Applicants [00:01:05]After completing this program, participants will be prepared to:Learn How the Hague System Has Evolved Over 100 YearsDevelopments in the legal framework and digital transformation, and how these have made the system more advantageous Updates in administrative instructions, common regulations, and new accessions Cost-effectiveness of the system in practiceUnderstand How to Use the Hague SystemWhen the system is the right choice for an applicant’s international design protection strategyConsiderations US practitioners should consider when using the system How to address unique aspects of commonly designated OfficesLearn the Applicant’s PerspectiveHow a design-intensive company has leveraged the Hague System to protect its designs and strengthen its position in international marketsAssess User ChallengesThe main potential issues practitioners could experience when filing and managing applicationsStrategies for overcoming these issues through leveraging the Hague System’s legal framework and online servicesReview How the System is ModernizingHow the system is being modernizedHow the most-cited challenges are being proactively addressedExplore What’s Next for the Hague SystemA look ahead at how the Hague System will continue to evolve in the coming years to become even more useful for applicantsJonah Asher, Tracy-Gene G. Durkin, Kenny Ren, Dr. Robert StutzPresentation MaterialHague Yearly Review 2026Hague Yearly Review 2026 Publication PageGuide to the Hague System: International Registration of Designs Under the Hague AgreementGuidance on Preparing and Providing Reproductions in Order to Forestall Possible Refusals on the Ground of Insufficient Disclosure of an Industrial Design by Examining OfficesGuidance on Including Multiple Designs in an International Application in Order to Forestall Possible RefusalsHistory of the Regulations Under the Hague System Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 476555 476555 98 G5855 1:04:53 https://www.pli.edu/programs/talk-like-a-pro-think-like-a-lawyer-effective-communication-skills-for-todays-paralegal/463004?tCode=WTC5_RSS01 Professional development Communication skills (Career development) Leadership skills (Career development) Professionalism in law practice In today’s legal environment, technical skills alone are not enough. Paralegals are expected to do more than complete assignments; they are expected to interpret instructions, manage information, communicate clearly, and move work forward without constant oversight. And yet, one of the most overlooked gaps in professional development is not legal knowledge...it is communication. Miscommunication leads to: Missed expectations Inefficiencies Increased risk Frustration within teams This program reframes communication as a core professional competency and strategic advantage.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463004 463004 32 G5692 0:54:24 https://www.pli.edu/programs/crypto-asset-seizures-a-toolkit-for-institutions-fraud-victims-and-other-digital-asset-holders/460604?tCode=WTC5_RSS01 Consumer finance Intellectual property Cryptocurrencies Digital assets This session provides a practical overview of the sharp rise in crypto asset seizures in both criminal and civil cases, including major recent enforcement actions. Participants will learn why this trend matters for exchanges, token issuers, custodians, fraud victims, and everyday crypto users. Chaired by Jared Lenow, this session features expert faculty, including former federal prosecutors and a crypto software leader, who bring frontline enforcement and industry perspectives. PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460604 460604 32 G5726 1:17:58 https://www.pli.edu/programs/insurance-agent-and-broker-liability/468252?tCode=WTC5_RSS01 This One-Hour Briefing will provide foundational knowledge on essential aspects of insurance agent and broker liability, including common causes of action, the differing duties of agents and brokers, agents’ and brokers’ duties with respect to advising on clients’ insurance needs, special relationships between brokers, and insureds, the need for expert testimony in agent and brokers cases, and agents’ and brokers’ liability to third parties.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468252 468252 163 G5714 1:01:27 https://www.pli.edu/programs/insurance-agent-and-broker-liability/468251?tCode=WTC5_RSS01 This One-Hour Briefing will provide foundational knowledge on essential aspects of insurance agent and broker liability, including common causes of action, the differing duties of agents and brokers, agents’ and brokers’ duties with respect to advising on clients’ insurance needs, special relationships between brokers, and insureds, the need for expert testimony in agent and brokers cases, and agents’ and brokers’ liability to third parties.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468251 468251 98 G5714 1:01:27 https://www.pli.edu/programs/insurance-agent-and-broker-liability/460104?tCode=WTC5_RSS01 This One-Hour Briefing will provide foundational knowledge on essential aspects of insurance agent and broker liability, including common causes of action, the differing duties of agents and brokers, agents’ and brokers’ duties with respect to advising on clients’ insurance needs, special relationships between brokers, and insureds, the need for expert testimony in agent and brokers cases, and agents’ and brokers’ liability to third parties.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460104 460104 104 G5714 1:00:45 https://www.pli.edu/programs/leveraged-financing/444530?tCode=WTC5_RSS01 Corporate finance Leveraged finance Financing Practice skills (Banking and finance) Regulation, compliance, and enforcement (Banking and finance) At this conference, the country’s leading experts in leveraged finance will examine key concepts and strategies in serving leveraged companies, including portfolio companies of private equity firms. You will learn about the leveraged finance marketplace today, including new deal activity, the nuts and bolts of leveraged financings, evolving trends in leveraged finance, and the impact of macro-economic, regulatory and political developments. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444530 444530 32 G3257 6:37:32 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/469651?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Technology Artificial intelligence Taken from the Web Program Recorded June 26, 2026 in New YorkArtificial Intelligence and Copyright [01:00:35]An review of how copyright law intersects with the latest developments in artificial intelligence technology. After completing this session, participants will be able to:Review the latest developments in AI impacting copyright lawExplain how AI technology may infringe copyrights in AI-generated works and in AI system trainingAddress copyright ownership of AI-generated works including the Copyright Office’s position on registration of works that are partly or wholly AI-generatedIAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Robert W. Clarida, Lui Simpson, Shannon SorensonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:United States Copyright Office, Copyright Registration Guidance: Works Containing Material Generated by Artificial Intelligence, 88 Fed. Reg. 16190, No. 51 (March 16, 2023)Shanti Sadtler ConwayUnited States Copyright Office, Copyright and Artificial Intelligence, Part 2: Copyrightability (January 2025)Shanti Sadtler ConwayPresentation MaterialSegment PowerPoint: Artificial Intelligence and CopyrightRobert W. Clarida, Lui Simpson, Shannon SorensenSegment PowerPoint: Artificial Intelligence and CopyrightLui Simpson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469651 469651 25 G3207 1:00:37 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/469652?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Technology Artificial intelligence Taken from the Web Program Recorded June 26, 2026 in New YorkArtificial Intelligence and Copyright [01:00:35]An review of how copyright law intersects with the latest developments in artificial intelligence technology. After completing this session, participants will be able to:Review the latest developments in AI impacting copyright lawExplain how AI technology may infringe copyrights in AI-generated works and in AI system trainingAddress copyright ownership of AI-generated works including the Copyright Office’s position on registration of works that are partly or wholly AI-generatedIAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Robert W. Clarida, Lui Simpson, Shannon SorensonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:United States Copyright Office, Copyright Registration Guidance: Works Containing Material Generated by Artificial Intelligence, 88 Fed. Reg. 16190, No. 51 (March 16, 2023)Shanti Sadtler ConwayUnited States Copyright Office, Copyright and Artificial Intelligence, Part 2: Copyrightability (January 2025)Shanti Sadtler ConwayPresentation MaterialSegment PowerPoint: Artificial Intelligence and CopyrightRobert W. Clarida, Lui Simpson, Shannon SorensenSegment PowerPoint: Artificial Intelligence and CopyrightLui Simpson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469652 469652 163 G3207 1:01:19 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/469650?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Technology Artificial intelligence Taken from the Web Program Recorded June 26, 2026 in New YorkArtificial Intelligence and Copyright [01:00:35]An review of how copyright law intersects with the latest developments in artificial intelligence technology. After completing this session, participants will be able to:Review the latest developments in AI impacting copyright lawExplain how AI technology may infringe copyrights in AI-generated works and in AI system trainingAddress copyright ownership of AI-generated works including the Copyright Office’s position on registration of works that are partly or wholly AI-generatedIAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Robert W. Clarida, Lui Simpson, Shannon SorensonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:United States Copyright Office, Copyright Registration Guidance: Works Containing Material Generated by Artificial Intelligence, 88 Fed. Reg. 16190, No. 51 (March 16, 2023)Shanti Sadtler ConwayUnited States Copyright Office, Copyright and Artificial Intelligence, Part 2: Copyrightability (January 2025)Shanti Sadtler ConwayPresentation MaterialSegment PowerPoint: Artificial Intelligence and CopyrightRobert W. Clarida, Lui Simpson, Shannon SorensenSegment PowerPoint: Artificial Intelligence and CopyrightLui Simpson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469650 469650 98 G3207 1:01:19 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/469654?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Copyright notice Technology Taken from the Web Program Recorded June 26, 2026 in New YorkIntermediary Liability and the DMCA [01:01:44]An introduction to the concept of intermediary liability in copyright and the Digital Millennium Copyright Act. After completing this session, participants will be able to:List the elements of contributory infringement, vicarious liability and inducementRecall the latest developments in primary and secondary liability theories, and defenses and safe harbors, in suits against intermediary businessesExplain internet intermediary liability for user-generated contentDiscuss recent developments regarding intermediary businessesLateef MtimaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cox Communications, Inc., et al. v. Sony Music Entertainment, et al., 607 U.S. ___ (2026)Shanti Sadtler ConwayFrom Safe Harbors to Circumventing Technology Blockades: Navigating the Digital Millennium Copyright ActLateef MtimaPresentation MaterialSegment PowerPoint: Intermediary Liability and the DMCALateef Mtima Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469654 469654 25 G3207 1:01:45 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/469653?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Copyright notice Technology Taken from the Web Program Recorded June 26, 2026 in New YorkIntermediary Liability and the DMCA [01:01:44]An introduction to the concept of intermediary liability in copyright and the Digital Millennium Copyright Act. After completing this session, participants will be able to:List the elements of contributory infringement, vicarious liability and inducementRecall the latest developments in primary and secondary liability theories, and defenses and safe harbors, in suits against intermediary businessesExplain internet intermediary liability for user-generated contentDiscuss recent developments regarding intermediary businessesLateef MtimaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cox Communications, Inc., et al. v. Sony Music Entertainment, et al., 607 U.S. ___ (2026)Shanti Sadtler ConwayFrom Safe Harbors to Circumventing Technology Blockades: Navigating the Digital Millennium Copyright ActLateef MtimaPresentation MaterialSegment PowerPoint: Intermediary Liability and the DMCALateef Mtima Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469653 469653 98 G3207 1:02:26 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/469655?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Copyright notice Technology Taken from the Web Program Recorded June 26, 2026 in New YorkIntermediary Liability and the DMCA [01:01:44]An introduction to the concept of intermediary liability in copyright and the Digital Millennium Copyright Act. After completing this session, participants will be able to:List the elements of contributory infringement, vicarious liability and inducementRecall the latest developments in primary and secondary liability theories, and defenses and safe harbors, in suits against intermediary businessesExplain internet intermediary liability for user-generated contentDiscuss recent developments regarding intermediary businessesLateef MtimaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cox Communications, Inc., et al. v. Sony Music Entertainment, et al., 607 U.S. ___ (2026)Shanti Sadtler ConwayFrom Safe Harbors to Circumventing Technology Blockades: Navigating the Digital Millennium Copyright ActLateef MtimaPresentation MaterialSegment PowerPoint: Intermediary Liability and the DMCALateef Mtima Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469655 469655 163 G3207 1:02:26 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/469664?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Taken from the Web Program Recorded June 26, 2026 in New YorkBasic Principles of Copyright Law [00:01:15]A review of foundational copyright law tenets. After completing this session, participants will be able to:Recall the legal framework and subject matter of copyrightIdentify conditions for protectionList exclusive rights covered by copyrightExplain duration/renewalUnderstand ownership (work for hire and derivative, joint and collective works)Understand transfers/Implied non-exclusive licenses, Termination of transfersNavigate the registration processJessica R. FriedmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:United States Copyright Office, Copyright Registration Guidance: Works Containing Material Generated by Artificial Intelligence, 88 Fed. Reg. 16190, No. 51 (March 16, 2023)Shanti Sadtler ConwayUnited States Copyright Office, Copyright and Artificial Intelligence, Part 2: Copyrightability (January 2025)Shanti Sadtler ConwayCox Communications, Inc., et al. v. Sony Music Entertainment, et al., 607 U.S. ___ (2026)Shanti Sadtler ConwayGoogle LLC v. Oracle America, Inc., 593 U.S. ___ (2021)Shanti Sadtler ConwayUnicolors, Inc. v. H&M Hennes & Mauritz, L.P., 595 U.S. ___ (2022)Shanti Sadtler ConwayAndy Warhol Foundation for the Visual Arts, Inc. v. Goldsmith, et al., 598 U.S. ___ (2023)Shanti Sadtler ConwayWarner Chappell Music, Inc., et al. v. Nealy, 601 U.S. ___ (2024)Shanti Sadtler ConwayOpinion, Rentmeester v. Nike, Inc., 883 F.3d 1111, No. 15-35509, D.C. No. 3:15-cv-00113-MO (9th Cir. 2018)Shanti Sadtler ConwayPresentation MaterialSegment PowerPoint: Basic Principles of Copyright LawJessica R. Friedman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469664 469664 163 G3207 1:21:52 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/469662?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Taken from the Web Program Recorded June 26, 2026 in New YorkBasic Principles of Copyright Law [00:01:15]A review of foundational copyright law tenets. After completing this session, participants will be able to:Recall the legal framework and subject matter of copyrightIdentify conditions for protectionList exclusive rights covered by copyrightExplain duration/renewalUnderstand ownership (work for hire and derivative, joint and collective works)Understand transfers/Implied non-exclusive licenses, Termination of transfersNavigate the registration processJessica R. FriedmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:United States Copyright Office, Copyright Registration Guidance: Works Containing Material Generated by Artificial Intelligence, 88 Fed. Reg. 16190, No. 51 (March 16, 2023)Shanti Sadtler ConwayUnited States Copyright Office, Copyright and Artificial Intelligence, Part 2: Copyrightability (January 2025)Shanti Sadtler ConwayCox Communications, Inc., et al. v. Sony Music Entertainment, et al., 607 U.S. ___ (2026)Shanti Sadtler ConwayGoogle LLC v. Oracle America, Inc., 593 U.S. ___ (2021)Shanti Sadtler ConwayUnicolors, Inc. v. H&M Hennes & Mauritz, L.P., 595 U.S. ___ (2022)Shanti Sadtler ConwayAndy Warhol Foundation for the Visual Arts, Inc. v. Goldsmith, et al., 598 U.S. ___ (2023)Shanti Sadtler ConwayWarner Chappell Music, Inc., et al. v. Nealy, 601 U.S. ___ (2024)Shanti Sadtler ConwayOpinion, Rentmeester v. Nike, Inc., 883 F.3d 1111, No. 15-35509, D.C. No. 3:15-cv-00113-MO (9th Cir. 2018)Shanti Sadtler ConwayPresentation MaterialSegment PowerPoint: Basic Principles of Copyright LawJessica R. Friedman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469662 469662 98 G3207 1:21:52 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/469663?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Taken from the Web Program Recorded June 26, 2026 in New YorkBasic Principles of Copyright Law [00:01:15]A review of foundational copyright law tenets. After completing this session, participants will be able to:Recall the legal framework and subject matter of copyrightIdentify conditions for protectionList exclusive rights covered by copyrightExplain duration/renewalUnderstand ownership (work for hire and derivative, joint and collective works)Understand transfers/Implied non-exclusive licenses, Termination of transfersNavigate the registration processJessica R. FriedmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:United States Copyright Office, Copyright Registration Guidance: Works Containing Material Generated by Artificial Intelligence, 88 Fed. Reg. 16190, No. 51 (March 16, 2023)Shanti Sadtler ConwayUnited States Copyright Office, Copyright and Artificial Intelligence, Part 2: Copyrightability (January 2025)Shanti Sadtler ConwayCox Communications, Inc., et al. v. Sony Music Entertainment, et al., 607 U.S. ___ (2026)Shanti Sadtler ConwayGoogle LLC v. Oracle America, Inc., 593 U.S. ___ (2021)Shanti Sadtler ConwayUnicolors, Inc. v. H&M Hennes & Mauritz, L.P., 595 U.S. ___ (2022)Shanti Sadtler ConwayAndy Warhol Foundation for the Visual Arts, Inc. v. Goldsmith, et al., 598 U.S. ___ (2023)Shanti Sadtler ConwayWarner Chappell Music, Inc., et al. v. Nealy, 601 U.S. ___ (2024)Shanti Sadtler ConwayOpinion, Rentmeester v. Nike, Inc., 883 F.3d 1111, No. 15-35509, D.C. No. 3:15-cv-00113-MO (9th Cir. 2018)Shanti Sadtler ConwayPresentation MaterialSegment PowerPoint: Basic Principles of Copyright LawJessica R. Friedman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469663 469663 25 G3207 1:21:10 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/469658?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Taken from the Web Program Recorded June 26, 2026 in New YorkNew Cases in Copyright Law—Internet and Beyond [00:01:15]A review of the latest copyright case law developments. After completing this session, participants will be able to:Recall major copyright case law over the past yearAssess the impact of recent case law on copyright law practiceReview samples of works that are the subject of recent copyright litigationRobert W. Clarida, Thomas G. KjellbergThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cox Communications, Inc., et al. v. Sony Music Entertainment, et al., 607 U.S. ___ (2026)Shanti Sadtler ConwayGoogle LLC v. Oracle America, Inc., 593 U.S. ___ (2021)Shanti Sadtler ConwayUnicolors, Inc. v. H&M Hennes & Mauritz, L.P., 595 U.S. ___ (2022)Shanti Sadtler ConwayAndy Warhol Foundation for the Visual Arts, Inc. v. Goldsmith, et al., 598 U.S. ___ (2023)Shanti Sadtler ConwayWarner Chappell Music, Inc., et al. v. Nealy, 601 U.S. ___ (2024)Shanti Sadtler ConwayOpinion, Rentmeester v. Nike, Inc., 883 F.3d 1111, No. 15-35509, D.C. No. 3:15-cv-00113-MO (9th Cir. 2018)Shanti Sadtler ConwayPresentation MaterialHandout: Cowan, Liebowitz & Latman, Copyright Review 2026, “Recent Developments In Copyright” Selected Annotated CasesThomas G. KjellbergSegment PowerPoint: New Cases in Copyright Law—Internet and BeyondRobert W. Clarida, Thomas G. Kjellberg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469658 469658 163 G3207 1:17:36 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/469657?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Taken from the Web Program Recorded June 26, 2026 in New YorkNew Cases in Copyright Law—Internet and Beyond [00:01:15]A review of the latest copyright case law developments. After completing this session, participants will be able to:Recall major copyright case law over the past yearAssess the impact of recent case law on copyright law practiceReview samples of works that are the subject of recent copyright litigationRobert W. Clarida, Thomas G. KjellbergThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cox Communications, Inc., et al. v. Sony Music Entertainment, et al., 607 U.S. ___ (2026)Shanti Sadtler ConwayGoogle LLC v. Oracle America, Inc., 593 U.S. ___ (2021)Shanti Sadtler ConwayUnicolors, Inc. v. H&M Hennes & Mauritz, L.P., 595 U.S. ___ (2022)Shanti Sadtler ConwayAndy Warhol Foundation for the Visual Arts, Inc. v. Goldsmith, et al., 598 U.S. ___ (2023)Shanti Sadtler ConwayWarner Chappell Music, Inc., et al. v. Nealy, 601 U.S. ___ (2024)Shanti Sadtler ConwayOpinion, Rentmeester v. Nike, Inc., 883 F.3d 1111, No. 15-35509, D.C. No. 3:15-cv-00113-MO (9th Cir. 2018)Shanti Sadtler ConwayPresentation MaterialHandout: Cowan, Liebowitz & Latman, Copyright Review 2026, “Recent Developments In Copyright” Selected Annotated CasesThomas G. KjellbergSegment PowerPoint: New Cases in Copyright Law—Internet and BeyondRobert W. Clarida, Thomas G. Kjellberg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469657 469657 25 G3207 1:16:55 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/469656?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Taken from the Web Program Recorded June 26, 2026 in New YorkNew Cases in Copyright Law—Internet and Beyond [00:01:15]A review of the latest copyright case law developments. After completing this session, participants will be able to:Recall major copyright case law over the past yearAssess the impact of recent case law on copyright law practiceReview samples of works that are the subject of recent copyright litigationRobert W. Clarida, Thomas G. KjellbergThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cox Communications, Inc., et al. v. Sony Music Entertainment, et al., 607 U.S. ___ (2026)Shanti Sadtler ConwayGoogle LLC v. Oracle America, Inc., 593 U.S. ___ (2021)Shanti Sadtler ConwayUnicolors, Inc. v. H&M Hennes & Mauritz, L.P., 595 U.S. ___ (2022)Shanti Sadtler ConwayAndy Warhol Foundation for the Visual Arts, Inc. v. Goldsmith, et al., 598 U.S. ___ (2023)Shanti Sadtler ConwayWarner Chappell Music, Inc., et al. v. Nealy, 601 U.S. ___ (2024)Shanti Sadtler ConwayOpinion, Rentmeester v. Nike, Inc., 883 F.3d 1111, No. 15-35509, D.C. No. 3:15-cv-00113-MO (9th Cir. 2018)Shanti Sadtler ConwayPresentation MaterialHandout: Cowan, Liebowitz & Latman, Copyright Review 2026, “Recent Developments In Copyright” Selected Annotated CasesThomas G. KjellbergSegment PowerPoint: New Cases in Copyright Law—Internet and BeyondRobert W. Clarida, Thomas G. Kjellberg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469656 469656 98 G3207 1:17:36 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/469659?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Copyright Copyright litigation Taken from the Web Program Recorded June 26, 2026 in New YorkEnforcing Copyrights [00:01:15]A review of copyright enforcement tools and strategies. After completing this session, participants will be able to:Protect a copyright and challenge the validity of another’s copyrightRecall copyright litigation and available defensesUnderstand access and substantial similarity in infringement casesReview how to calculate damagesConsider litigation practice pointersIAPP Privacy credit for Privacy Professionals  Shanti Sadtler ConwayThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:United States Copyright Office, Copyright Registration Guidance: Works Containing Material Generated by Artificial Intelligence, 88 Fed. Reg. 16190, No. 51 (March 16, 2023)Shanti Sadtler ConwayUnited States Copyright Office, Copyright and Artificial Intelligence, Part 2: Copyrightability (January 2025)Shanti Sadtler ConwayCox Communications, Inc., et al. v. Sony Music Entertainment, et al., 607 U.S. ___ (2026)Shanti Sadtler ConwayGoogle LLC v. Oracle America, Inc., 593 U.S. ___ (2021)Shanti Sadtler ConwayUnicolors, Inc. v. H&M Hennes & Mauritz, L.P., 595 U.S. ___ (2022)Shanti Sadtler ConwayAndy Warhol Foundation for the Visual Arts, Inc. v. Goldsmith, et al., 598 U.S. ___ (2023)Shanti Sadtler ConwayWarner Chappell Music, Inc., et al. v. Nealy, 601 U.S. ___ (2024)Shanti Sadtler ConwayOpinion, Rentmeester v. Nike, Inc., 883 F.3d 1111, No. 15-35509, D.C. No. 3:15-cv-00113-MO (9th Cir. 2018)Shanti Sadtler ConwayPresentation MaterialSegment PowerPoint: Enforcing CopyrightsShanti Sadtler Conway Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469659 469659 98 G3207 1:15:58 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/469661?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Copyright Copyright litigation Taken from the Web Program Recorded June 26, 2026 in New YorkEnforcing Copyrights [00:01:15]A review of copyright enforcement tools and strategies. After completing this session, participants will be able to:Protect a copyright and challenge the validity of another’s copyrightRecall copyright litigation and available defensesUnderstand access and substantial similarity in infringement casesReview how to calculate damagesConsider litigation practice pointersIAPP Privacy credit for Privacy Professionals  Shanti Sadtler ConwayThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:United States Copyright Office, Copyright Registration Guidance: Works Containing Material Generated by Artificial Intelligence, 88 Fed. Reg. 16190, No. 51 (March 16, 2023)Shanti Sadtler ConwayUnited States Copyright Office, Copyright and Artificial Intelligence, Part 2: Copyrightability (January 2025)Shanti Sadtler ConwayCox Communications, Inc., et al. v. Sony Music Entertainment, et al., 607 U.S. ___ (2026)Shanti Sadtler ConwayGoogle LLC v. Oracle America, Inc., 593 U.S. ___ (2021)Shanti Sadtler ConwayUnicolors, Inc. v. H&M Hennes & Mauritz, L.P., 595 U.S. ___ (2022)Shanti Sadtler ConwayAndy Warhol Foundation for the Visual Arts, Inc. v. Goldsmith, et al., 598 U.S. ___ (2023)Shanti Sadtler ConwayWarner Chappell Music, Inc., et al. v. Nealy, 601 U.S. ___ (2024)Shanti Sadtler ConwayOpinion, Rentmeester v. Nike, Inc., 883 F.3d 1111, No. 15-35509, D.C. No. 3:15-cv-00113-MO (9th Cir. 2018)Shanti Sadtler ConwayPresentation MaterialSegment PowerPoint: Enforcing CopyrightsShanti Sadtler Conway Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469661 469661 163 G3207 1:15:58 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/469660?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Copyright Copyright litigation Taken from the Web Program Recorded June 26, 2026 in New YorkEnforcing Copyrights [00:01:15]A review of copyright enforcement tools and strategies. After completing this session, participants will be able to:Protect a copyright and challenge the validity of another’s copyrightRecall copyright litigation and available defensesUnderstand access and substantial similarity in infringement casesReview how to calculate damagesConsider litigation practice pointersIAPP Privacy credit for Privacy Professionals  Shanti Sadtler ConwayThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:United States Copyright Office, Copyright Registration Guidance: Works Containing Material Generated by Artificial Intelligence, 88 Fed. Reg. 16190, No. 51 (March 16, 2023)Shanti Sadtler ConwayUnited States Copyright Office, Copyright and Artificial Intelligence, Part 2: Copyrightability (January 2025)Shanti Sadtler ConwayCox Communications, Inc., et al. v. Sony Music Entertainment, et al., 607 U.S. ___ (2026)Shanti Sadtler ConwayGoogle LLC v. Oracle America, Inc., 593 U.S. ___ (2021)Shanti Sadtler ConwayUnicolors, Inc. v. H&M Hennes & Mauritz, L.P., 595 U.S. ___ (2022)Shanti Sadtler ConwayAndy Warhol Foundation for the Visual Arts, Inc. v. Goldsmith, et al., 598 U.S. ___ (2023)Shanti Sadtler ConwayWarner Chappell Music, Inc., et al. v. Nealy, 601 U.S. ___ (2024)Shanti Sadtler ConwayOpinion, Rentmeester v. Nike, Inc., 883 F.3d 1111, No. 15-35509, D.C. No. 3:15-cv-00113-MO (9th Cir. 2018)Shanti Sadtler ConwayPresentation MaterialSegment PowerPoint: Enforcing CopyrightsShanti Sadtler Conway Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469660 469660 25 G3207 1:15:16 https://www.pli.edu/programs/enforcement/444132?tCode=WTC5_RSS01 Government investigations (Data breach) Litigation Regulation, compliance, and enforcement (Securities and other financial products) The current administration has brought a significant change to our economic, business and regulatory regimes in general, and in enforcement efforts in particular. This unique program now in its twelfth year brings together panels of senior staff from the various enforcement and regulatory agencies. Over the years these agencies have included the U.S. Department of Justice, including local U.S. Attorney’s Offices, U.S. Securities and Exchange Commission, U.S. Federal Trade Commission, U.S. Commodity Futures Trading Commission, U.S. Department of the Treasury, New York State Department of Financial Services, U.S. Department of State, Public Company Accounting Oversight Board, New York State Attorney General’s Office, New Jersey Attorney General’s Office, and FINRA. Moderated by law firm enforcement practitioners, many of whom previously served in senior government positions, the panels will discuss the first year of enforcement in the current administration, agency priorities, how the agencies are working together, and offer best practices for working with the government in today’s continually changing enforcement environment.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444132 444132 32 G3087 6:26:48 https://www.pli.edu/programs/expert-witness/442842?tCode=WTC5_RSS01 Practice skills (Litigation) Witness preparation Expert witnesses Daubert standard For many attorneys, searching for, retaining, using and examining expert witnesses can be a daunting experience. Don’t miss out on the critical benefits conferred by the effective use of expert witnesses in complex litigation. Our faculty of experienced litigators and expert witnesses will demystify the challenges of selecting, preparing, and using experts. You will come away with practical tools to handle the myriad of issues involved with expert witness preparation and testimony. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442842 442842 32 G3090 3:13:49 https://www.pli.edu/programs/building-rainmakers-how-women-lawyers-develop-thriving-practices/462347?tCode=WTC5_RSS01 Professional development Business development, marketing, succession, and continuity Women in law practice Career development CLE credit is not available for this program.Many lawyers assume that rainmaking is something that happens later in their careers, after years of practice and technical mastery. It is not. Business development is a skill that can be learned, practiced, and strengthened over time, and the lawyers who begin early are often the ones who build the most durable and rewarding practices. For women lawyers in particular, developing a book of business can feel opaque or even daunting, especially without clear models or guidance. In reality, successful rainmakers do not follow a single path. They build practices in ways that align with their strengths, relationships, and interests, while consistently investing in trust, visibility, and connection over time.In this one-hour briefing, moderated by Deborah Brightman Farone, author of Breaking Ground: How Successful Women Lawyers Build Thriving Practices (PLI 2026), we will explore how women lawyers develop thriving practices through practical, actionable strategies. Drawing on the experiences of leading practitioners, the program will address how to build business development skills, the role of mentorship and internal networks, and how to create meaningful professional relationships that evolve into opportunities. We will also examine how law firms can better support the development of rainmakers by fostering a culture that values early engagement in business development. The focus throughout will be on approaches that are authentic, sustainable, and effective in today’s legal market. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462347 462347 104 G5743 1:01:24 https://www.pli.edu/programs/building-rainmakers-how-women-lawyers-develop-thriving-practices/467721?tCode=WTC5_RSS01 Professional development Business development, marketing, succession, and continuity Women in law practice Career development CLE credit is not available for this program.Many lawyers assume that rainmaking is something that happens later in their careers, after years of practice and technical mastery. It is not. Business development is a skill that can be learned, practiced, and strengthened over time, and the lawyers who begin early are often the ones who build the most durable and rewarding practices. For women lawyers in particular, developing a book of business can feel opaque or even daunting, especially without clear models or guidance. In reality, successful rainmakers do not follow a single path. They build practices in ways that align with their strengths, relationships, and interests, while consistently investing in trust, visibility, and connection over time.In this one-hour briefing, moderated by Deborah Brightman Farone, author of Breaking Ground: How Successful Women Lawyers Build Thriving Practices (PLI 2026), we will explore how women lawyers develop thriving practices through practical, actionable strategies. Drawing on the experiences of leading practitioners, the program will address how to build business development skills, the role of mentorship and internal networks, and how to create meaningful professional relationships that evolve into opportunities. We will also examine how law firms can better support the development of rainmakers by fostering a culture that values early engagement in business development. The focus throughout will be on approaches that are authentic, sustainable, and effective in today’s legal market. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467721 467721 98 G5743 1:02:06 https://www.pli.edu/programs/building-rainmakers-how-women-lawyers-develop-thriving-practices/467722?tCode=WTC5_RSS01 Professional development Business development, marketing, succession, and continuity Women in law practice Career development CLE credit is not available for this program.Many lawyers assume that rainmaking is something that happens later in their careers, after years of practice and technical mastery. It is not. Business development is a skill that can be learned, practiced, and strengthened over time, and the lawyers who begin early are often the ones who build the most durable and rewarding practices. For women lawyers in particular, developing a book of business can feel opaque or even daunting, especially without clear models or guidance. In reality, successful rainmakers do not follow a single path. They build practices in ways that align with their strengths, relationships, and interests, while consistently investing in trust, visibility, and connection over time.In this one-hour briefing, moderated by Deborah Brightman Farone, author of Breaking Ground: How Successful Women Lawyers Build Thriving Practices (PLI 2026), we will explore how women lawyers develop thriving practices through practical, actionable strategies. Drawing on the experiences of leading practitioners, the program will address how to build business development skills, the role of mentorship and internal networks, and how to create meaningful professional relationships that evolve into opportunities. We will also examine how law firms can better support the development of rainmakers by fostering a culture that values early engagement in business development. The focus throughout will be on approaches that are authentic, sustainable, and effective in today’s legal market. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467722 467722 163 G5743 1:02:06 https://www.pli.edu/programs/serving-on-a-nonprofit-board/469937?tCode=WTC5_RSS01 Financial reporting (Accounting and financial reporting) Ethics and professional responsibility Public interest law and pro bono Nonprofit organizations Taken from the Web Program Recorded June 25, 2026 in New YorkUnderstanding Nonprofit Finances (continued); Ethical Issues in Serving on a Nonprofit Board [01:40:30]Part A: Understanding Nonprofit Finances (continued)After completing this session, participants will be able to:Better understand basic nonprofit financesWatch for “red flags” in financial reportingReview key financial forms knowledgeably and with confidencePart B: Understanding Ethical Issues in Nonprofit Board Service(60 mins - Ethics)After completing this session, participants will understand how to:Analyze conflicts of interest and fiduciary dutiesIdentify the duties and limitations in the role of the attorney on a nonprofit board according to rules of professional conductDefine confidentiality and the organization as clientPrivate inurement/benefit ethics issuesDescribe other practical ethical issues that arise in the course of Board service Tracey L. Boak, Kenneth Cerini, Judy Siegel, Rafi SternThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Considerations for Attorneys Working with Nonprofit Organizations (July 2025)Ciarra A. Chavarria,David G. SamuelsSample Conflict of Interest Policy (August 2021)Judith L. Siegel,Raphael SternNew York State Unified Court System, Advisory Committee on Judicial Ethics, Opinion 25-139 (November 6, 2025)Judith L. Siegel,Raphael SternNew York State Unified Court System, Advisory Committee on Judicial Ethics, Opinion 25-141 (November 6, 2025)Judith L. Siegel,Raphael SternSelected Provisions from the American Bar Association, Model Rules of Professional Conduct and Standing Committee on Ethics and Professional ResponsibilityJudith L. Siegel,Raphael SternAdditional ResourcesJudith L. Siegel,Raphael Stern Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469937 469937 25 G3014 1:40:30 https://www.pli.edu/programs/serving-on-a-nonprofit-board/469938?tCode=WTC5_RSS01 Financial reporting (Accounting and financial reporting) Ethics and professional responsibility Public interest law and pro bono Nonprofit organizations Taken from the Web Program Recorded June 25, 2026 in New YorkUnderstanding Nonprofit Finances (continued); Ethical Issues in Serving on a Nonprofit Board [01:40:30]Part A: Understanding Nonprofit Finances (continued)After completing this session, participants will be able to:Better understand basic nonprofit financesWatch for “red flags” in financial reportingReview key financial forms knowledgeably and with confidencePart B: Understanding Ethical Issues in Nonprofit Board Service(60 mins - Ethics)After completing this session, participants will understand how to:Analyze conflicts of interest and fiduciary dutiesIdentify the duties and limitations in the role of the attorney on a nonprofit board according to rules of professional conductDefine confidentiality and the organization as clientPrivate inurement/benefit ethics issuesDescribe other practical ethical issues that arise in the course of Board service Tracey L. Boak, Kenneth Cerini, Judy Siegel, Rafi SternThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Considerations for Attorneys Working with Nonprofit Organizations (July 2025)Ciarra A. Chavarria,David G. SamuelsSample Conflict of Interest Policy (August 2021)Judith L. Siegel,Raphael SternNew York State Unified Court System, Advisory Committee on Judicial Ethics, Opinion 25-139 (November 6, 2025)Judith L. Siegel,Raphael SternNew York State Unified Court System, Advisory Committee on Judicial Ethics, Opinion 25-141 (November 6, 2025)Judith L. Siegel,Raphael SternSelected Provisions from the American Bar Association, Model Rules of Professional Conduct and Standing Committee on Ethics and Professional ResponsibilityJudith L. Siegel,Raphael SternAdditional ResourcesJudith L. Siegel,Raphael Stern Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469938 469938 163 G3014 1:41:12 https://www.pli.edu/programs/serving-on-a-nonprofit-board/469936?tCode=WTC5_RSS01 Financial reporting (Accounting and financial reporting) Ethics and professional responsibility Public interest law and pro bono Nonprofit organizations Taken from the Web Program Recorded June 25, 2026 in New YorkUnderstanding Nonprofit Finances (continued); Ethical Issues in Serving on a Nonprofit Board [01:40:30]Part A: Understanding Nonprofit Finances (continued)After completing this session, participants will be able to:Better understand basic nonprofit financesWatch for “red flags” in financial reportingReview key financial forms knowledgeably and with confidencePart B: Understanding Ethical Issues in Nonprofit Board Service(60 mins - Ethics)After completing this session, participants will understand how to:Analyze conflicts of interest and fiduciary dutiesIdentify the duties and limitations in the role of the attorney on a nonprofit board according to rules of professional conductDefine confidentiality and the organization as clientPrivate inurement/benefit ethics issuesDescribe other practical ethical issues that arise in the course of Board service Tracey L. Boak, Kenneth Cerini, Judy Siegel, Rafi SternThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Considerations for Attorneys Working with Nonprofit Organizations (July 2025)Ciarra A. Chavarria,David G. SamuelsSample Conflict of Interest Policy (August 2021)Judith L. Siegel,Raphael SternNew York State Unified Court System, Advisory Committee on Judicial Ethics, Opinion 25-139 (November 6, 2025)Judith L. Siegel,Raphael SternNew York State Unified Court System, Advisory Committee on Judicial Ethics, Opinion 25-141 (November 6, 2025)Judith L. Siegel,Raphael SternSelected Provisions from the American Bar Association, Model Rules of Professional Conduct and Standing Committee on Ethics and Professional ResponsibilityJudith L. Siegel,Raphael SternAdditional ResourcesJudith L. Siegel,Raphael Stern Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469936 469936 98 G3014 1:41:12 https://www.pli.edu/programs/serving-on-a-nonprofit-board/469939?tCode=WTC5_RSS01 Financial reporting (Accounting and financial reporting) Public interest law and pro bono Nonprofit organizations Fundraising (Nonprofit organizations) Taken from the Web Program Recorded June 25, 2026 in New YorkFundraising and Nonprofit Board Service; Understanding Nonprofit Finances [00:01:00]Part A: Fundraising and Nonprofit Board ServiceAfter completing this session, participants will be able to:Understand the legal framework within which a board member can fundraiseWhere to find fundraising resources within a nonprofit and how to best utilize themCommon pitfalls and encouraging success stories in fundraisingPart B: Understanding Nonprofit FinancesAfter completing this session, participants will be able to:Better understand basic nonprofit financesWatch for “red flags” in financial reportingReview key financial forms knowledgeably and with confidenceModerators: Judy Siegel, Rafi SternSpeakers: Tracy L. Boak, Kenneth Cerini, Linda Schechter Manley, Kathy Rivera, Tanya ShpiniovaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Charitable Solicitation RegulationTracy L. BoakTracy’s Tips: A Guide for Charities Soliciting Charitable ContributionsTracy L. BoakInternal Controls and Financial Accountability for Not-for-Profit BoardsJudith L. Siegel,Raphael SternA Guide to Sales, Leases, and Other Disposition of Assets by Not-for-Profit CorporationsJudith L. Siegel,Raphael SternMemorandum Opinion and Order, Beatty v. Trump, No. 25-cv-4480 (CRC) (D.D.C. 2026)Judith L. Siegel,Raphael SternAdditional ResourcesJudith L. Siegel,Raphael Stern Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469939 469939 98 G3014 1:03:33 https://www.pli.edu/programs/serving-on-a-nonprofit-board/469941?tCode=WTC5_RSS01 Financial reporting (Accounting and financial reporting) Public interest law and pro bono Nonprofit organizations Fundraising (Nonprofit organizations) Taken from the Web Program Recorded June 25, 2026 in New YorkFundraising and Nonprofit Board Service; Understanding Nonprofit Finances [00:01:00]Part A: Fundraising and Nonprofit Board ServiceAfter completing this session, participants will be able to:Understand the legal framework within which a board member can fundraiseWhere to find fundraising resources within a nonprofit and how to best utilize themCommon pitfalls and encouraging success stories in fundraisingPart B: Understanding Nonprofit FinancesAfter completing this session, participants will be able to:Better understand basic nonprofit financesWatch for “red flags” in financial reportingReview key financial forms knowledgeably and with confidenceModerators: Judy Siegel, Rafi SternSpeakers: Tracy L. Boak, Kenneth Cerini, Linda Schechter Manley, Kathy Rivera, Tanya ShpiniovaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Charitable Solicitation RegulationTracy L. BoakTracy’s Tips: A Guide for Charities Soliciting Charitable ContributionsTracy L. BoakInternal Controls and Financial Accountability for Not-for-Profit BoardsJudith L. Siegel,Raphael SternA Guide to Sales, Leases, and Other Disposition of Assets by Not-for-Profit CorporationsJudith L. Siegel,Raphael SternMemorandum Opinion and Order, Beatty v. Trump, No. 25-cv-4480 (CRC) (D.D.C. 2026)Judith L. Siegel,Raphael SternAdditional ResourcesJudith L. Siegel,Raphael Stern Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469941 469941 163 G3014 1:03:33 https://www.pli.edu/programs/serving-on-a-nonprofit-board/469940?tCode=WTC5_RSS01 Financial reporting (Accounting and financial reporting) Public interest law and pro bono Nonprofit organizations Fundraising (Nonprofit organizations) Taken from the Web Program Recorded June 25, 2026 in New YorkFundraising and Nonprofit Board Service; Understanding Nonprofit Finances [00:01:00]Part A: Fundraising and Nonprofit Board ServiceAfter completing this session, participants will be able to:Understand the legal framework within which a board member can fundraiseWhere to find fundraising resources within a nonprofit and how to best utilize themCommon pitfalls and encouraging success stories in fundraisingPart B: Understanding Nonprofit FinancesAfter completing this session, participants will be able to:Better understand basic nonprofit financesWatch for “red flags” in financial reportingReview key financial forms knowledgeably and with confidenceModerators: Judy Siegel, Rafi SternSpeakers: Tracy L. Boak, Kenneth Cerini, Linda Schechter Manley, Kathy Rivera, Tanya ShpiniovaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Charitable Solicitation RegulationTracy L. BoakTracy’s Tips: A Guide for Charities Soliciting Charitable ContributionsTracy L. BoakInternal Controls and Financial Accountability for Not-for-Profit BoardsJudith L. Siegel,Raphael SternA Guide to Sales, Leases, and Other Disposition of Assets by Not-for-Profit CorporationsJudith L. Siegel,Raphael SternMemorandum Opinion and Order, Beatty v. Trump, No. 25-cv-4480 (CRC) (D.D.C. 2026)Judith L. Siegel,Raphael SternAdditional ResourcesJudith L. Siegel,Raphael Stern Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469940 469940 25 G3014 1:02:51 https://www.pli.edu/programs/serving-on-a-nonprofit-board/469944?tCode=WTC5_RSS01 Board of directors Fiduciary responsibilities (Board of directors) Public interest law and pro bono Nonprofit organizations Taken from the Web Program Recorded June 25, 2026 in New YorkFinding the “Right Board” for You; How to Do It and What It Means Legally to Serve on a Nonprofit Board; Bringing Maximum Value to Your Role [00:01:00]After completing this session, participants will be able to:Identify pro bono opportunities for nonprofit board serviceExplain the characteristics/structure of charitable nonprofitsUnderstand the fiduciary duties of a board memberAsk the right questions and review the important documents before joining a nonprofit board: doing the necessary due diligence Bring maximum value to their role: how to best assist fellow board members with business decisions, risk management, and legal decisions, including the volunteer role of board membersAnahaita N. Kotval, Judy Siegel, Rafi SternThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Three Critical Steps for Lawyers Before Joining a Nonprofit BoardJudith L. Siegel,Raphael SternPotential Board Member Screening ChecklistAnahaita N. KotvalCerini & Associates, LLP, 2026 Nonprofit Trends ReportJudith L. Siegel,Raphael SternThe Nonprofit Guide to Effective Board Membership (3rd Edition)Kenneth CeriniAdditional ResourcesJudith L. Siegel,Raphael SternPresentation MaterialServing on a Nonprofit Board: Practical and Ethical Considerations for Attorneys Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469944 469944 163 G3014 0:59:29 https://www.pli.edu/programs/serving-on-a-nonprofit-board/469943?tCode=WTC5_RSS01 Board of directors Fiduciary responsibilities (Board of directors) Public interest law and pro bono Nonprofit organizations Taken from the Web Program Recorded June 25, 2026 in New YorkFinding the “Right Board” for You; How to Do It and What It Means Legally to Serve on a Nonprofit Board; Bringing Maximum Value to Your Role [00:01:00]After completing this session, participants will be able to:Identify pro bono opportunities for nonprofit board serviceExplain the characteristics/structure of charitable nonprofitsUnderstand the fiduciary duties of a board memberAsk the right questions and review the important documents before joining a nonprofit board: doing the necessary due diligence Bring maximum value to their role: how to best assist fellow board members with business decisions, risk management, and legal decisions, including the volunteer role of board membersAnahaita N. Kotval, Judy Siegel, Rafi SternThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Three Critical Steps for Lawyers Before Joining a Nonprofit BoardJudith L. Siegel,Raphael SternPotential Board Member Screening ChecklistAnahaita N. KotvalCerini & Associates, LLP, 2026 Nonprofit Trends ReportJudith L. Siegel,Raphael SternThe Nonprofit Guide to Effective Board Membership (3rd Edition)Kenneth CeriniAdditional ResourcesJudith L. Siegel,Raphael SternPresentation MaterialServing on a Nonprofit Board: Practical and Ethical Considerations for Attorneys Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469943 469943 25 G3014 0:58:48 https://www.pli.edu/programs/serving-on-a-nonprofit-board/469942?tCode=WTC5_RSS01 Board of directors Fiduciary responsibilities (Board of directors) Public interest law and pro bono Nonprofit organizations Taken from the Web Program Recorded June 25, 2026 in New YorkFinding the “Right Board” for You; How to Do It and What It Means Legally to Serve on a Nonprofit Board; Bringing Maximum Value to Your Role [00:01:00]After completing this session, participants will be able to:Identify pro bono opportunities for nonprofit board serviceExplain the characteristics/structure of charitable nonprofitsUnderstand the fiduciary duties of a board memberAsk the right questions and review the important documents before joining a nonprofit board: doing the necessary due diligence Bring maximum value to their role: how to best assist fellow board members with business decisions, risk management, and legal decisions, including the volunteer role of board membersAnahaita N. Kotval, Judy Siegel, Rafi SternThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Three Critical Steps for Lawyers Before Joining a Nonprofit BoardJudith L. Siegel,Raphael SternPotential Board Member Screening ChecklistAnahaita N. KotvalCerini & Associates, LLP, 2026 Nonprofit Trends ReportJudith L. Siegel,Raphael SternThe Nonprofit Guide to Effective Board Membership (3rd Edition)Kenneth CeriniAdditional ResourcesJudith L. Siegel,Raphael SternPresentation MaterialServing on a Nonprofit Board: Practical and Ethical Considerations for Attorneys Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469942 469942 98 G3014 0:59:29 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470076?tCode=WTC5_RSS01 Accounting and financial reporting Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Management discussion and analysis Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkManagement's Discussion and Analysis (MD&A) [00:02:00]This session addresses MD&A including the underlying principles, sources of guidance and required disclosures for results of operations, liquidity and capital resources and critical accounting estimates. Focus areas include quantitative and qualitative information, unusual and infrequent events, and known trends and uncertainties. After completing this session, participants will be able to:Understand and apply SEC guidance for MD&A structure and contentAppreciate key issues required when discussing results of operationsAssess required information and conclusions when discussing liquidity and capital resourcesEnumerate the issues to consider in omitting the earliest year from MD&AApply key lessons from SEC comment letters and SEC enforcement actionsDiscuss the SEC’s guidance on non-GAAP measures and metricsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Order Instituting Cease-and-Desist Proceedings Pursuant to Section 8A of the Securities Act of 1933 and Section 21C of the Securities Exchange Act of 1934, Making Findings, and Imposing a Cease-and-Desist Order, In the Matter of Elanco Animal Health Inc., Securities Act Release No. 11326, Exchange Act Release No. 101574, AAER No. 4537, Admin. Proc. File No. 3-22309 (November 12, 2024)Gary M. Brown,George M WilsonPresentation MaterialManagement's Discussion and Analysis (MD&A)Gary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470076 470076 205 G3075 2:01:10 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470075?tCode=WTC5_RSS01 Accounting and financial reporting Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Management discussion and analysis Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkManagement's Discussion and Analysis (MD&A) [00:02:00]This session addresses MD&A including the underlying principles, sources of guidance and required disclosures for results of operations, liquidity and capital resources and critical accounting estimates. Focus areas include quantitative and qualitative information, unusual and infrequent events, and known trends and uncertainties. After completing this session, participants will be able to:Understand and apply SEC guidance for MD&A structure and contentAppreciate key issues required when discussing results of operationsAssess required information and conclusions when discussing liquidity and capital resourcesEnumerate the issues to consider in omitting the earliest year from MD&AApply key lessons from SEC comment letters and SEC enforcement actionsDiscuss the SEC’s guidance on non-GAAP measures and metricsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Order Instituting Cease-and-Desist Proceedings Pursuant to Section 8A of the Securities Act of 1933 and Section 21C of the Securities Exchange Act of 1934, Making Findings, and Imposing a Cease-and-Desist Order, In the Matter of Elanco Animal Health Inc., Securities Act Release No. 11326, Exchange Act Release No. 101574, AAER No. 4537, Admin. Proc. File No. 3-22309 (November 12, 2024)Gary M. Brown,George M WilsonPresentation MaterialManagement's Discussion and Analysis (MD&A)Gary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470075 470075 206 G3075 2:01:10 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470077?tCode=WTC5_RSS01 Accounting and financial reporting Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Management discussion and analysis Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkManagement's Discussion and Analysis (MD&A) [00:02:00]This session addresses MD&A including the underlying principles, sources of guidance and required disclosures for results of operations, liquidity and capital resources and critical accounting estimates. Focus areas include quantitative and qualitative information, unusual and infrequent events, and known trends and uncertainties. After completing this session, participants will be able to:Understand and apply SEC guidance for MD&A structure and contentAppreciate key issues required when discussing results of operationsAssess required information and conclusions when discussing liquidity and capital resourcesEnumerate the issues to consider in omitting the earliest year from MD&AApply key lessons from SEC comment letters and SEC enforcement actionsDiscuss the SEC’s guidance on non-GAAP measures and metricsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Order Instituting Cease-and-Desist Proceedings Pursuant to Section 8A of the Securities Act of 1933 and Section 21C of the Securities Exchange Act of 1934, Making Findings, and Imposing a Cease-and-Desist Order, In the Matter of Elanco Animal Health Inc., Securities Act Release No. 11326, Exchange Act Release No. 101574, AAER No. 4537, Admin. Proc. File No. 3-22309 (November 12, 2024)Gary M. Brown,George M WilsonPresentation MaterialManagement's Discussion and Analysis (MD&A)Gary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470077 470077 199 G3075 2:00:28 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470091?tCode=WTC5_RSS01 Securities and other financial products Securities filings and financial statements Form 10-K Form 10-Q Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkDrafting and Reviewing 1934 Act Periodic Reports – Forms 10-K and 10-Q [00:02:15]This session addresses reporting on Forms 10-K and 10-Q. Discussion begins with filer status determination, deadlines, and possible extensions of time. Topics include how to draft and review the required disclosures in each report, including human capital resources, properties, legal proceedings, and control evaluations. After completing this session, participants will be able to:Understand how to prepare and review Forms 10-K and 10-QRecognize and address key reporting challenges including disclosures for cybersecurity risks, “clawbacks”, and rule 10b5-1 plans Appreciate and articulate the importance of disclosure controls in the reporting processAppreciate the importance of ensuring conformity between the financial statements and non-financial disclosuresUnderstand CEO/CFO certification requirementsDetermine the exhibit requirements of the various formsUnderstand how to work with the SEC in the filing review process and discuss frequent SEC comment areas3:00Networking BreakThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Ch. 3: Regulatory Framework of Securities Act Registration, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonPresentation MaterialDrafting and Reviewing 1934 Act Periodic Reports – Forms 10-K and 10-QGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470091 470091 205 G3075 2:16:47 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470090?tCode=WTC5_RSS01 Securities and other financial products Securities filings and financial statements Form 10-K Form 10-Q Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkDrafting and Reviewing 1934 Act Periodic Reports – Forms 10-K and 10-Q [00:02:15]This session addresses reporting on Forms 10-K and 10-Q. Discussion begins with filer status determination, deadlines, and possible extensions of time. Topics include how to draft and review the required disclosures in each report, including human capital resources, properties, legal proceedings, and control evaluations. After completing this session, participants will be able to:Understand how to prepare and review Forms 10-K and 10-QRecognize and address key reporting challenges including disclosures for cybersecurity risks, “clawbacks”, and rule 10b5-1 plans Appreciate and articulate the importance of disclosure controls in the reporting processAppreciate the importance of ensuring conformity between the financial statements and non-financial disclosuresUnderstand CEO/CFO certification requirementsDetermine the exhibit requirements of the various formsUnderstand how to work with the SEC in the filing review process and discuss frequent SEC comment areas3:00Networking BreakThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Ch. 3: Regulatory Framework of Securities Act Registration, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonPresentation MaterialDrafting and Reviewing 1934 Act Periodic Reports – Forms 10-K and 10-QGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470090 470090 206 G3075 2:16:47 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470092?tCode=WTC5_RSS01 Securities and other financial products Securities filings and financial statements Form 10-K Form 10-Q Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkDrafting and Reviewing 1934 Act Periodic Reports – Forms 10-K and 10-Q [00:02:15]This session addresses reporting on Forms 10-K and 10-Q. Discussion begins with filer status determination, deadlines, and possible extensions of time. Topics include how to draft and review the required disclosures in each report, including human capital resources, properties, legal proceedings, and control evaluations. After completing this session, participants will be able to:Understand how to prepare and review Forms 10-K and 10-QRecognize and address key reporting challenges including disclosures for cybersecurity risks, “clawbacks”, and rule 10b5-1 plans Appreciate and articulate the importance of disclosure controls in the reporting processAppreciate the importance of ensuring conformity between the financial statements and non-financial disclosuresUnderstand CEO/CFO certification requirementsDetermine the exhibit requirements of the various formsUnderstand how to work with the SEC in the filing review process and discuss frequent SEC comment areas3:00Networking BreakThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Ch. 3: Regulatory Framework of Securities Act Registration, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonPresentation MaterialDrafting and Reviewing 1934 Act Periodic Reports – Forms 10-K and 10-QGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470092 470092 199 G3075 2:16:05 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470079?tCode=WTC5_RSS01 Shareholders (Corporate governance) Disclosures (Securities and other financial products) Practice skills (Securities and other financial products) Form 10-K Proxy statements Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkProxy Statements and Annual Reports to Shareholders [00:01:30]This session addresses the requirements for proxy statements, including the drafting process and executive compensation disclosures. After completing this session, participants will be able to:Understand the proxy process and information requirementsPlan details and develop a timeline for an annual shareholders meetingCoordinate use of the Form 10-K as the annual report to shareholders required to accompany the proxy materialsUnderstand when preliminary proxy materials are requiredRecognize basic (but important) aspects of proxy statement disclosure and proxy solicitationDetermine the “named executive officers” for compensation disclosureEnumerate the issues in drafting CD&A and related compensation disclosuresUnderstand the basics of the shareholder proposal processThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Ch.10: Regulation of Proxy Solicitations, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonGary M. Brown, Template: Related Party Transactions PolicyGary M. Brown,George M WilsonGary M. Brown, Template: Incentive Compensation Recovery PolicyGary M. Brown,George M WilsonPresentation MaterialProxy Statements and Annual Reports to ShareholdersGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470079 470079 205 G3075 1:31:18 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470078?tCode=WTC5_RSS01 Shareholders (Corporate governance) Disclosures (Securities and other financial products) Practice skills (Securities and other financial products) Form 10-K Proxy statements Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkProxy Statements and Annual Reports to Shareholders [00:01:30]This session addresses the requirements for proxy statements, including the drafting process and executive compensation disclosures. After completing this session, participants will be able to:Understand the proxy process and information requirementsPlan details and develop a timeline for an annual shareholders meetingCoordinate use of the Form 10-K as the annual report to shareholders required to accompany the proxy materialsUnderstand when preliminary proxy materials are requiredRecognize basic (but important) aspects of proxy statement disclosure and proxy solicitationDetermine the “named executive officers” for compensation disclosureEnumerate the issues in drafting CD&A and related compensation disclosuresUnderstand the basics of the shareholder proposal processThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Ch.10: Regulation of Proxy Solicitations, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonGary M. Brown, Template: Related Party Transactions PolicyGary M. Brown,George M WilsonGary M. Brown, Template: Incentive Compensation Recovery PolicyGary M. Brown,George M WilsonPresentation MaterialProxy Statements and Annual Reports to ShareholdersGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470078 470078 206 G3075 1:31:18 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470080?tCode=WTC5_RSS01 Shareholders (Corporate governance) Disclosures (Securities and other financial products) Practice skills (Securities and other financial products) Form 10-K Proxy statements Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkProxy Statements and Annual Reports to Shareholders [00:01:30]This session addresses the requirements for proxy statements, including the drafting process and executive compensation disclosures. After completing this session, participants will be able to:Understand the proxy process and information requirementsPlan details and develop a timeline for an annual shareholders meetingCoordinate use of the Form 10-K as the annual report to shareholders required to accompany the proxy materialsUnderstand when preliminary proxy materials are requiredRecognize basic (but important) aspects of proxy statement disclosure and proxy solicitationDetermine the “named executive officers” for compensation disclosureEnumerate the issues in drafting CD&A and related compensation disclosuresUnderstand the basics of the shareholder proposal processThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Ch.10: Regulation of Proxy Solicitations, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonGary M. Brown, Template: Related Party Transactions PolicyGary M. Brown,George M WilsonGary M. Brown, Template: Incentive Compensation Recovery PolicyGary M. Brown,George M WilsonPresentation MaterialProxy Statements and Annual Reports to ShareholdersGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470080 470080 199 G3075 1:30:37 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470089?tCode=WTC5_RSS01 Accounting and financial reporting Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Registration statements (Securities filings and financial statements) Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkRegistering Securities for Sale Under the Securities Act [01:00:43]This session reviews the steps to register securities for sale under the Securities Act, including a brief discussion of certain exemptions from registration. After completing this session, participants will be able to:Understand the basic Securities Act rule: unless exempt, registerBe aware of the primary exemptions from registration, including Regulation “A+”Determine whether certain communications comply with Section 5’s “communication rules” – and understand the consequences of “gun jumping”Understand the differences between registration on Forms S-1 and S-3Be prepared to advise clients on basic Securities Act liability issuesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Ch. 9: Registration and Periodic Reporting Under the Exchange Act, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonPresentation MaterialRegistering Securities for Sale Under the Securities ActGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470089 470089 199 G3075 1:00:44 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470087?tCode=WTC5_RSS01 Accounting and financial reporting Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Registration statements (Securities filings and financial statements) Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkRegistering Securities for Sale Under the Securities Act [01:00:43]This session reviews the steps to register securities for sale under the Securities Act, including a brief discussion of certain exemptions from registration. After completing this session, participants will be able to:Understand the basic Securities Act rule: unless exempt, registerBe aware of the primary exemptions from registration, including Regulation “A+”Determine whether certain communications comply with Section 5’s “communication rules” – and understand the consequences of “gun jumping”Understand the differences between registration on Forms S-1 and S-3Be prepared to advise clients on basic Securities Act liability issuesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Ch. 9: Registration and Periodic Reporting Under the Exchange Act, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonPresentation MaterialRegistering Securities for Sale Under the Securities ActGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470087 470087 206 G3075 1:01:25 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470088?tCode=WTC5_RSS01 Accounting and financial reporting Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Registration statements (Securities filings and financial statements) Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkRegistering Securities for Sale Under the Securities Act [01:00:43]This session reviews the steps to register securities for sale under the Securities Act, including a brief discussion of certain exemptions from registration. After completing this session, participants will be able to:Understand the basic Securities Act rule: unless exempt, registerBe aware of the primary exemptions from registration, including Regulation “A+”Determine whether certain communications comply with Section 5’s “communication rules” – and understand the consequences of “gun jumping”Understand the differences between registration on Forms S-1 and S-3Be prepared to advise clients on basic Securities Act liability issuesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Ch. 9: Registration and Periodic Reporting Under the Exchange Act, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonPresentation MaterialRegistering Securities for Sale Under the Securities ActGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470088 470088 205 G3075 1:01:25 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470081?tCode=WTC5_RSS01 Securities and other financial products Disclosures (Securities and other financial products) Safe harbors (Securities and other financial products) Form 8-K Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkCurrent Reports on Form 8-K [00:01:30]This session examines the structure and required disclosures of Form 8-K. Topics include deadlines, a discussion of the most common triggering events, and which Form 8-Ks are “furnished” versus “filed.” After completing this session, participants will be able to:Determine events that trigger a Form 8-K filing obligationUnderstand the distinction between “furnished” versus “filed” reportsAppreciate Form 8-K filing deadlines and the consequences of late or missed filingsUnderstand how the “safe harbor” works and which Form 8-K items it applies toUnderstand the quarterly earnings release and Form 8-K disclosure processProvide advice on developing effective disclosure controls to ensure timely Form 8-K filingsAvoid certain Form 8-K “traps” and the importance of corporate planningThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Nelson Mullins, Form 8-K Quick Reference GuideGary M. Brown,George M WilsonPresentation MaterialCurrent Reports on Form 8-KGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470081 470081 206 G3075 1:31:08 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470083?tCode=WTC5_RSS01 Securities and other financial products Disclosures (Securities and other financial products) Safe harbors (Securities and other financial products) Form 8-K Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkCurrent Reports on Form 8-K [00:01:30]This session examines the structure and required disclosures of Form 8-K. Topics include deadlines, a discussion of the most common triggering events, and which Form 8-Ks are “furnished” versus “filed.” After completing this session, participants will be able to:Determine events that trigger a Form 8-K filing obligationUnderstand the distinction between “furnished” versus “filed” reportsAppreciate Form 8-K filing deadlines and the consequences of late or missed filingsUnderstand how the “safe harbor” works and which Form 8-K items it applies toUnderstand the quarterly earnings release and Form 8-K disclosure processProvide advice on developing effective disclosure controls to ensure timely Form 8-K filingsAvoid certain Form 8-K “traps” and the importance of corporate planningThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Nelson Mullins, Form 8-K Quick Reference GuideGary M. Brown,George M WilsonPresentation MaterialCurrent Reports on Form 8-KGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470083 470083 199 G3075 1:30:26 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470082?tCode=WTC5_RSS01 Securities and other financial products Disclosures (Securities and other financial products) Safe harbors (Securities and other financial products) Form 8-K Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkCurrent Reports on Form 8-K [00:01:30]This session examines the structure and required disclosures of Form 8-K. Topics include deadlines, a discussion of the most common triggering events, and which Form 8-Ks are “furnished” versus “filed.” After completing this session, participants will be able to:Determine events that trigger a Form 8-K filing obligationUnderstand the distinction between “furnished” versus “filed” reportsAppreciate Form 8-K filing deadlines and the consequences of late or missed filingsUnderstand how the “safe harbor” works and which Form 8-K items it applies toUnderstand the quarterly earnings release and Form 8-K disclosure processProvide advice on developing effective disclosure controls to ensure timely Form 8-K filingsAvoid certain Form 8-K “traps” and the importance of corporate planningThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Nelson Mullins, Form 8-K Quick Reference GuideGary M. Brown,George M WilsonPresentation MaterialCurrent Reports on Form 8-KGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470082 470082 205 G3075 1:31:08 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470098?tCode=WTC5_RSS01 Accounting and financial reporting Securities litigation Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Practice skills (Securities and other financial products) Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkOverview of the SEC's Requirements [01:14:33]This session examines and provides an overview of the key statutes governing reporting by public companies and reviews the related regulatory framework and requirements. After completing this session, participants will be able to:Understand the differences in as well as the inter-relationships of the Securities Act of 1933 (“Securities Act”) and the Securities Exchange Act of 1934 (“Exchange Act” or “1934 Act”)Appreciate how to utilize the SEC’s integrated disclosure system, including Regulations S-K and S-X, as the foundation for preparing SEC filingsLocate and utilize key SEC resources, including Staff Accounting Bulletins, Staff Legal Bulletins, Compliance and Disclosure Interpretations (C&DIs), and SEC releases in the research and report preparation processThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Ch. 1: Approaching Securities Law, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonU.S. Securities and Exchange Commission, Division of Corporation Finance, Filing Review Process (September 27, 2019)Gary M. Brown,George M WilsonPresentation MaterialOverview of the SEC's RequirementsGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470098 470098 199 G3075 1:14:34 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470097?tCode=WTC5_RSS01 Accounting and financial reporting Securities litigation Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Practice skills (Securities and other financial products) Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkOverview of the SEC's Requirements [01:14:33]This session examines and provides an overview of the key statutes governing reporting by public companies and reviews the related regulatory framework and requirements. After completing this session, participants will be able to:Understand the differences in as well as the inter-relationships of the Securities Act of 1933 (“Securities Act”) and the Securities Exchange Act of 1934 (“Exchange Act” or “1934 Act”)Appreciate how to utilize the SEC’s integrated disclosure system, including Regulations S-K and S-X, as the foundation for preparing SEC filingsLocate and utilize key SEC resources, including Staff Accounting Bulletins, Staff Legal Bulletins, Compliance and Disclosure Interpretations (C&DIs), and SEC releases in the research and report preparation processThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Ch. 1: Approaching Securities Law, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonU.S. Securities and Exchange Commission, Division of Corporation Finance, Filing Review Process (September 27, 2019)Gary M. Brown,George M WilsonPresentation MaterialOverview of the SEC's RequirementsGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470097 470097 205 G3075 1:15:15 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470096?tCode=WTC5_RSS01 Accounting and financial reporting Securities litigation Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Practice skills (Securities and other financial products) Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkOverview of the SEC's Requirements [01:14:33]This session examines and provides an overview of the key statutes governing reporting by public companies and reviews the related regulatory framework and requirements. After completing this session, participants will be able to:Understand the differences in as well as the inter-relationships of the Securities Act of 1933 (“Securities Act”) and the Securities Exchange Act of 1934 (“Exchange Act” or “1934 Act”)Appreciate how to utilize the SEC’s integrated disclosure system, including Regulations S-K and S-X, as the foundation for preparing SEC filingsLocate and utilize key SEC resources, including Staff Accounting Bulletins, Staff Legal Bulletins, Compliance and Disclosure Interpretations (C&DIs), and SEC releases in the research and report preparation processThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Ch. 1: Approaching Securities Law, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonU.S. Securities and Exchange Commission, Division of Corporation Finance, Filing Review Process (September 27, 2019)Gary M. Brown,George M WilsonPresentation MaterialOverview of the SEC's RequirementsGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470096 470096 206 G3075 1:15:15 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470095?tCode=WTC5_RSS01 Public companies Securities litigation Disclosures (Securities and other financial products) Risk factors (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkDisclosure Basics [01:31:34]This session discusses basic disclosure issues faced by public companies, including when a “duty to disclose” exists, materiality considerations, Regulation FD compliance and the protection afforded by risk factor disclosure as well as certain “safe harbors” for forward-looking information. After completing this session, participants will be able to:Understand and differentiate between the “duty to disclose,” the “duty to update” and the “duty to correct”Appreciate issues to be addressed in determining materialityPrepare and review appropriate risk factor disclosuresUnderstand techniques to avoid liability for “forward-looking” statements using the 1995 Private Securities Litigation Reform Act as well as other regulatory and judicial constructsProvide advice on Regulation FD compliance and related communication issuesAssist in building a comprehensive communication policyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Regulation FD Template: Policy on Communicating with Analysts, Security Holders and OthersGary M. Brown,George M WilsonPresentation MaterialDisclosure BasicsGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470095 470095 199 G3075 1:31:35 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470094?tCode=WTC5_RSS01 Public companies Securities litigation Disclosures (Securities and other financial products) Risk factors (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkDisclosure Basics [01:31:34]This session discusses basic disclosure issues faced by public companies, including when a “duty to disclose” exists, materiality considerations, Regulation FD compliance and the protection afforded by risk factor disclosure as well as certain “safe harbors” for forward-looking information. After completing this session, participants will be able to:Understand and differentiate between the “duty to disclose,” the “duty to update” and the “duty to correct”Appreciate issues to be addressed in determining materialityPrepare and review appropriate risk factor disclosuresUnderstand techniques to avoid liability for “forward-looking” statements using the 1995 Private Securities Litigation Reform Act as well as other regulatory and judicial constructsProvide advice on Regulation FD compliance and related communication issuesAssist in building a comprehensive communication policyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Regulation FD Template: Policy on Communicating with Analysts, Security Holders and OthersGary M. Brown,George M WilsonPresentation MaterialDisclosure BasicsGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470094 470094 205 G3075 1:32:16 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470093?tCode=WTC5_RSS01 Public companies Securities litigation Disclosures (Securities and other financial products) Risk factors (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkDisclosure Basics [01:31:34]This session discusses basic disclosure issues faced by public companies, including when a “duty to disclose” exists, materiality considerations, Regulation FD compliance and the protection afforded by risk factor disclosure as well as certain “safe harbors” for forward-looking information. After completing this session, participants will be able to:Understand and differentiate between the “duty to disclose,” the “duty to update” and the “duty to correct”Appreciate issues to be addressed in determining materialityPrepare and review appropriate risk factor disclosuresUnderstand techniques to avoid liability for “forward-looking” statements using the 1995 Private Securities Litigation Reform Act as well as other regulatory and judicial constructsProvide advice on Regulation FD compliance and related communication issuesAssist in building a comprehensive communication policyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Regulation FD Template: Policy on Communicating with Analysts, Security Holders and OthersGary M. Brown,George M WilsonPresentation MaterialDisclosure BasicsGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470093 470093 206 G3075 1:32:16 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470072?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Insider trading Securities filings and financial statements Liabilities (Securities filings and financial statements) Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkStock Trading – Company Buybacks; Trading by Officers and Directors [00:01:30]This session addresses the various stock trading issues, including company buy backs, insider trading, Section 16 reporting requirements, and liability provisions applicable to “insiders.” Discussion includes suggestions for establishing an effective insider trading program. After completing this session participants will be able to:Understand the issues associated with company stock repurchases (e.g., Rule 10b-18, Regulation M, and issuer tender offers)Understand “insider trading” – what it is and how to avoid liabilityDescribe key insider trading case law and the various theories of liabilityUnderstand the importance of insider trading policiesAdvise on the adoption of Rule 10b5-1 plans and “non 10b5-1 trading arrangements” for insidersDiscuss resales of securities and compliance with Rule 144Recognize the requirements of Exchange Act Section 16 to report officer and director stock transactions on Forms 3, 4 and 5 and how to assist officers and directors in avoiding “short swing profit liability”Understand “clawback” policiesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Template: Trading PlanGary M. Brown,George M WilsonGary M. Brown, Template: Insider Trading PolicyGary M. Brown,George M WilsonGary M. Brown, Table 7-1: Rule 144 Decision Tree, Ch. 7: Resale of Securities Under the Securities Act, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonGary M. Brown, Table 7-2: Comparison of Rule 144A, the 4(a)(1½) Exemption and Section 4(a)(7) for Private Resale Transaction, Ch. 7: Resale of Securities Under the Securities Act, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonExcerpt from Rule 10b-18: Purchases of Certain Equity Securities by the Issuer and Others, 17 CFR Part 240–General Rules and Regulations, Securities Exchange Act of 1934Gary M. Brown,George M WilsonPresentation MaterialStock Trading – Company Buybacks; Trading by Officers and DirectorsGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470072 470072 206 G3075 1:32:07 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470073?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Insider trading Securities filings and financial statements Liabilities (Securities filings and financial statements) Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkStock Trading – Company Buybacks; Trading by Officers and Directors [00:01:30]This session addresses the various stock trading issues, including company buy backs, insider trading, Section 16 reporting requirements, and liability provisions applicable to “insiders.” Discussion includes suggestions for establishing an effective insider trading program. After completing this session participants will be able to:Understand the issues associated with company stock repurchases (e.g., Rule 10b-18, Regulation M, and issuer tender offers)Understand “insider trading” – what it is and how to avoid liabilityDescribe key insider trading case law and the various theories of liabilityUnderstand the importance of insider trading policiesAdvise on the adoption of Rule 10b5-1 plans and “non 10b5-1 trading arrangements” for insidersDiscuss resales of securities and compliance with Rule 144Recognize the requirements of Exchange Act Section 16 to report officer and director stock transactions on Forms 3, 4 and 5 and how to assist officers and directors in avoiding “short swing profit liability”Understand “clawback” policiesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Template: Trading PlanGary M. Brown,George M WilsonGary M. Brown, Template: Insider Trading PolicyGary M. Brown,George M WilsonGary M. Brown, Table 7-1: Rule 144 Decision Tree, Ch. 7: Resale of Securities Under the Securities Act, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonGary M. Brown, Table 7-2: Comparison of Rule 144A, the 4(a)(1½) Exemption and Section 4(a)(7) for Private Resale Transaction, Ch. 7: Resale of Securities Under the Securities Act, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonExcerpt from Rule 10b-18: Purchases of Certain Equity Securities by the Issuer and Others, 17 CFR Part 240–General Rules and Regulations, Securities Exchange Act of 1934Gary M. Brown,George M WilsonPresentation MaterialStock Trading – Company Buybacks; Trading by Officers and DirectorsGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470073 470073 205 G3075 1:32:07 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470074?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Insider trading Securities filings and financial statements Liabilities (Securities filings and financial statements) Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkStock Trading – Company Buybacks; Trading by Officers and Directors [00:01:30]This session addresses the various stock trading issues, including company buy backs, insider trading, Section 16 reporting requirements, and liability provisions applicable to “insiders.” Discussion includes suggestions for establishing an effective insider trading program. After completing this session participants will be able to:Understand the issues associated with company stock repurchases (e.g., Rule 10b-18, Regulation M, and issuer tender offers)Understand “insider trading” – what it is and how to avoid liabilityDescribe key insider trading case law and the various theories of liabilityUnderstand the importance of insider trading policiesAdvise on the adoption of Rule 10b5-1 plans and “non 10b5-1 trading arrangements” for insidersDiscuss resales of securities and compliance with Rule 144Recognize the requirements of Exchange Act Section 16 to report officer and director stock transactions on Forms 3, 4 and 5 and how to assist officers and directors in avoiding “short swing profit liability”Understand “clawback” policiesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gary M. Brown, Template: Trading PlanGary M. Brown,George M WilsonGary M. Brown, Template: Insider Trading PolicyGary M. Brown,George M WilsonGary M. Brown, Table 7-1: Rule 144 Decision Tree, Ch. 7: Resale of Securities Under the Securities Act, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonGary M. Brown, Table 7-2: Comparison of Rule 144A, the 4(a)(1½) Exemption and Section 4(a)(7) for Private Resale Transaction, Ch. 7: Resale of Securities Under the Securities Act, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. Brown,George M WilsonExcerpt from Rule 10b-18: Purchases of Certain Equity Securities by the Issuer and Others, 17 CFR Part 240–General Rules and Regulations, Securities Exchange Act of 1934Gary M. Brown,George M WilsonPresentation MaterialStock Trading – Company Buybacks; Trading by Officers and DirectorsGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470074 470074 199 G3075 1:31:25 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470085?tCode=WTC5_RSS01 Gatekeepers Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Practice skills (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkEthical Dilemmas in Preparation and Review of SEC Filings [00:01:00]This session addresses ethical requirements and considerations in practicing securities law, including the SEC reporting process. After completing this session, participants will be able to:Understand ethical considerations in SEC practiceBe able to apply real-life example case studies to their practiceAppreciate the role of lawyers as both “gatekeepers” and targetsExplain the SEC’s “reporting up” rulesUnderstand SEC Rule 2(e) (now 102(e)) proceedingsLearn about experiences under the whistleblower rules and how they applyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Andrew M. Lawrence and Devin J. Benavidez, Skadden, Arps, Slate, Meagher & Flom LLP, Appearing and Practicing Before the SEC: Ethical Considerations for Corporate Counsel (Updated May 23, 2022)Gary M. Brown,George M WilsonPresentation MaterialEthical Dilemmas in Preparation and Review of SEC FilingsGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470085 470085 205 G3075 1:01:14 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470086?tCode=WTC5_RSS01 Gatekeepers Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Practice skills (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkEthical Dilemmas in Preparation and Review of SEC Filings [00:01:00]This session addresses ethical requirements and considerations in practicing securities law, including the SEC reporting process. After completing this session, participants will be able to:Understand ethical considerations in SEC practiceBe able to apply real-life example case studies to their practiceAppreciate the role of lawyers as both “gatekeepers” and targetsExplain the SEC’s “reporting up” rulesUnderstand SEC Rule 2(e) (now 102(e)) proceedingsLearn about experiences under the whistleblower rules and how they applyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Andrew M. Lawrence and Devin J. Benavidez, Skadden, Arps, Slate, Meagher & Flom LLP, Appearing and Practicing Before the SEC: Ethical Considerations for Corporate Counsel (Updated May 23, 2022)Gary M. Brown,George M WilsonPresentation MaterialEthical Dilemmas in Preparation and Review of SEC FilingsGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470086 470086 199 G3075 1:00:32 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/470084?tCode=WTC5_RSS01 Gatekeepers Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Practice skills (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded June 25 - 26, 2026 in New YorkEthical Dilemmas in Preparation and Review of SEC Filings [00:01:00]This session addresses ethical requirements and considerations in practicing securities law, including the SEC reporting process. After completing this session, participants will be able to:Understand ethical considerations in SEC practiceBe able to apply real-life example case studies to their practiceAppreciate the role of lawyers as both “gatekeepers” and targetsExplain the SEC’s “reporting up” rulesUnderstand SEC Rule 2(e) (now 102(e)) proceedingsLearn about experiences under the whistleblower rules and how they applyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Andrew M. Lawrence and Devin J. Benavidez, Skadden, Arps, Slate, Meagher & Flom LLP, Appearing and Practicing Before the SEC: Ethical Considerations for Corporate Counsel (Updated May 23, 2022)Gary M. Brown,George M WilsonPresentation MaterialEthical Dilemmas in Preparation and Review of SEC FilingsGary M. Brown, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470084 470084 206 G3075 1:01:14 https://www.pli.edu/programs/ethics-for-in-house-corporate-counsel/470156?tCode=WTC5_RSS01 Corporate law Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) In-house counsel (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded June 24, 2026 in New YorkEthics for In-House Corporate Counsel [02:02:53]This presentation will provide an overview of ethical issues that arise for in-house counsel. After completing this session, participants will be able to:Identify common ethical issues that arise for in-house counselRecognize best practices and related professional conduct obligations for in-house counselUnderstand key ethical questions such as who is the client and what issues can arise when in-house counsel function in multiple rolesReview issues that arise regarding protecting attorney-client privileged communications and client confidential informationFocus on the use of technology, including generative AI, and ethical considerations for in-house counselCarole Basri, Timothy Heine, Inna N. Jackson, Elizabeth T. Simon, Leon SkornickiPresentation MaterialEthics for In-House Corporate Counsel 2026 (PowerPoint Slides)Carole Basri, Timothy Heine (Ret.), Inna N. Jackson, Elizabeth T. Simon, Leon Skornicki Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470156 470156 25 G3123 2:02:53 https://www.pli.edu/programs/ethics-for-in-house-corporate-counsel/470159?tCode=WTC5_RSS01 Corporate law Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) In-house counsel (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded June 24, 2026 in New YorkEthics for In-House Corporate Counsel [02:02:53]This presentation will provide an overview of ethical issues that arise for in-house counsel. After completing this session, participants will be able to:Identify common ethical issues that arise for in-house counselRecognize best practices and related professional conduct obligations for in-house counselUnderstand key ethical questions such as who is the client and what issues can arise when in-house counsel function in multiple rolesReview issues that arise regarding protecting attorney-client privileged communications and client confidential informationFocus on the use of technology, including generative AI, and ethical considerations for in-house counselCarole Basri, Timothy Heine, Inna N. Jackson, Elizabeth T. Simon, Leon SkornickiPresentation MaterialEthics for In-House Corporate Counsel 2026 (PowerPoint Slides)Carole Basri, Timothy Heine (Ret.), Inna N. Jackson, Elizabeth T. Simon, Leon Skornicki Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470159 470159 163 G3123 2:03:35 https://www.pli.edu/programs/ethics-for-in-house-corporate-counsel/470158?tCode=WTC5_RSS01 Corporate law Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) In-house counsel (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded June 24, 2026 in New YorkEthics for In-House Corporate Counsel [02:02:53]This presentation will provide an overview of ethical issues that arise for in-house counsel. After completing this session, participants will be able to:Identify common ethical issues that arise for in-house counselRecognize best practices and related professional conduct obligations for in-house counselUnderstand key ethical questions such as who is the client and what issues can arise when in-house counsel function in multiple rolesReview issues that arise regarding protecting attorney-client privileged communications and client confidential informationFocus on the use of technology, including generative AI, and ethical considerations for in-house counselCarole Basri, Timothy Heine, Inna N. Jackson, Elizabeth T. Simon, Leon SkornickiPresentation MaterialEthics for In-House Corporate Counsel 2026 (PowerPoint Slides)Carole Basri, Timothy Heine (Ret.), Inna N. Jackson, Elizabeth T. Simon, Leon Skornicki Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470158 470158 98 G3123 2:03:35 https://www.pli.edu/programs/ethics-in-discovery/470160?tCode=WTC5_RSS01 Ethics and professional responsibility Litigation Discovery Taken from the Web Program Recorded June 24, 2026 in New YorkEthics in Discovery [02:04:14]This presentation will provide an overview of select ethical issues that can arise when engaging in discovery. After completing this session, participants will be able to:Identify sources of ethical guidance and best practices for when potential ethical issues ariseUnderstand ethical best practices relevant to the discovery processReview ethical duties concerning deposition preparation and conductFocus on ethical obligations relating to social media and discoveryExplore ethical obligations when using generative AI in discoveryJeremy Bates, Elizabeth T. Simon, Kaylin L. WhittinghamPresentation MaterialEthics in Discovery 2026 (PowerPoint Slides)Jeremy Bates, Elizabeth T. Simon, Kaylin L. Whittingham Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470160 470160 25 G3124 2:04:14 https://www.pli.edu/programs/ethics-in-discovery/470162?tCode=WTC5_RSS01 Ethics and professional responsibility Litigation Discovery Taken from the Web Program Recorded June 24, 2026 in New YorkEthics in Discovery [02:04:14]This presentation will provide an overview of select ethical issues that can arise when engaging in discovery. After completing this session, participants will be able to:Identify sources of ethical guidance and best practices for when potential ethical issues ariseUnderstand ethical best practices relevant to the discovery processReview ethical duties concerning deposition preparation and conductFocus on ethical obligations relating to social media and discoveryExplore ethical obligations when using generative AI in discoveryJeremy Bates, Elizabeth T. Simon, Kaylin L. WhittinghamPresentation MaterialEthics in Discovery 2026 (PowerPoint Slides)Jeremy Bates, Elizabeth T. Simon, Kaylin L. Whittingham Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470162 470162 98 G3124 2:04:57 https://www.pli.edu/programs/ethics-in-discovery/470163?tCode=WTC5_RSS01 Ethics and professional responsibility Litigation Discovery Taken from the Web Program Recorded June 24, 2026 in New YorkEthics in Discovery [02:04:14]This presentation will provide an overview of select ethical issues that can arise when engaging in discovery. After completing this session, participants will be able to:Identify sources of ethical guidance and best practices for when potential ethical issues ariseUnderstand ethical best practices relevant to the discovery processReview ethical duties concerning deposition preparation and conductFocus on ethical obligations relating to social media and discoveryExplore ethical obligations when using generative AI in discoveryJeremy Bates, Elizabeth T. Simon, Kaylin L. WhittinghamPresentation MaterialEthics in Discovery 2026 (PowerPoint Slides)Jeremy Bates, Elizabeth T. Simon, Kaylin L. Whittingham Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470163 470163 163 G3124 2:04:56 https://www.pli.edu/programs/the-ethics-game-show/470166?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 24, 2026 in New YorkGame Show [00:02:05]This unique, interactive panel will pose multiple choice-style ethics hypotheticals to the audience and explain how the relevant rules apply to each scenario. After completing this session, participants will be able to:Understand how (and how not) to use social media appropriatelyIdentify when litigation tactics become ethical misconductAnalyze when to report another lawyer’s violation of the ethical rulesConsider ethical issues affecting multi-jurisdictional practiceChessie da Parma, Katie Lachter, William D. McCracken, Jamie R. WozmanPresentation MaterialEthics Game Show 2026: A Review of Ethical Issues PowerPointChessie da Parma, Katie Lachter, William D. McCracken, Jamie R. WozmanEthics Game Show 2026: A Review of Ethical Issues PowerPointChessie da Parma, Katie Lachter, William D. McCracken, Jamie R. Wozman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470166 470166 98 G3056 2:05:47 https://www.pli.edu/programs/the-ethics-game-show/470167?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 24, 2026 in New YorkGame Show [00:02:05]This unique, interactive panel will pose multiple choice-style ethics hypotheticals to the audience and explain how the relevant rules apply to each scenario. After completing this session, participants will be able to:Understand how (and how not) to use social media appropriatelyIdentify when litigation tactics become ethical misconductAnalyze when to report another lawyer’s violation of the ethical rulesConsider ethical issues affecting multi-jurisdictional practiceChessie da Parma, Katie Lachter, William D. McCracken, Jamie R. WozmanPresentation MaterialEthics Game Show 2026: A Review of Ethical Issues PowerPointChessie da Parma, Katie Lachter, William D. McCracken, Jamie R. WozmanEthics Game Show 2026: A Review of Ethical Issues PowerPointChessie da Parma, Katie Lachter, William D. McCracken, Jamie R. Wozman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470167 470167 163 G3056 2:05:46 https://www.pli.edu/programs/california-climate-change-policy-state-climate-policy-in-a-time-of-federal-retrenchment/461696?tCode=WTC5_RSS01 Climate change Greenhouse gases Environmental sustainability Regulation, compliance, and enforcement (Environmental law) Environmental litigation With the federal government’s repeal of its authority over greenhouse gas (GHG) emissions, the role of state GHG regulations becomes ever more salient. This session will analyze California’s long-standing climate regime, demonstrating how state action can continue the nation’s climate progress. You should attend this program to gain a strong introduction to California’s climate policy landscape and the potential and limits of state climate action.PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461696 461696 32 G5738 1:30:12 https://www.pli.edu/programs/trademark-law-workshop/441911?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark litigation Regulation, compliance, and enforcement (Intellectual property) Technology Trademark Law Workshop delivers a practical review of tips and strategies for experienced trademark practitioners. Designed for lawyers with a working knowledge of substantive trademark law, this program delivers useful lessons and guidance from seasoned trademark law counsel addressing some of the most common duties and tasks that trademark lawyers manage.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441911 441911 32 G5385 4:16:14 https://www.pli.edu/programs/working-with-grief-in-the-practice-of-law-understanding-loss-supporting-colleagues-and-leading-with-compassion/464228?tCode=WTC5_RSS01 Employment and labor Health care Professional development Attorney wellness Attorney work-life balance Over the course of a legal career, grief is unavoidable—whether arising from personal loss, a colleague’s experience, or major life disruptions that affect our teams. Yet grief is rarely discussed in professional settings, and the culture of law often reinforces silence, over functioning, and premature “return to normal.” As a result, attorneys and leaders are frequently left unsure how to navigate their own grief or how to respond effectively when someone else is struggling.This program is designed specifically for lawyers. It examines how grief shows up in legal practice, how it can affect performance, decision-making, and relationships, and why traditional professional norms may inadvertently compound its impact. Drawing on grief-informed and workplace-relevant insights, this session offers practical strategies for sustaining attorney competence professionalism without sacrificing humanity.Whether you are personally grieving, supporting a colleague, or leading a team through loss or transition, this program equips lawyers with the awareness, language, and practical tools needed to respond with clarity, compassion, and confidence. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464228 464228 104 G5771 1:00:38 https://www.pli.edu/programs/working-with-grief-in-the-practice-of-law-understanding-loss-supporting-colleagues-and-leading-with-compassion/467481?tCode=WTC5_RSS01 Employment and labor Health care Professional development Attorney wellness Attorney work-life balance Over the course of a legal career, grief is unavoidable—whether arising from personal loss, a colleague’s experience, or major life disruptions that affect our teams. Yet grief is rarely discussed in professional settings, and the culture of law often reinforces silence, over functioning, and premature “return to normal.” As a result, attorneys and leaders are frequently left unsure how to navigate their own grief or how to respond effectively when someone else is struggling.This program is designed specifically for lawyers. It examines how grief shows up in legal practice, how it can affect performance, decision-making, and relationships, and why traditional professional norms may inadvertently compound its impact. Drawing on grief-informed and workplace-relevant insights, this session offers practical strategies for sustaining attorney competence professionalism without sacrificing humanity.Whether you are personally grieving, supporting a colleague, or leading a team through loss or transition, this program equips lawyers with the awareness, language, and practical tools needed to respond with clarity, compassion, and confidence. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467481 467481 98 G5771 1:01:20 https://www.pli.edu/programs/working-with-grief-in-the-practice-of-law-understanding-loss-supporting-colleagues-and-leading-with-compassion/467482?tCode=WTC5_RSS01 Employment and labor Health care Professional development Attorney wellness Attorney work-life balance Over the course of a legal career, grief is unavoidable—whether arising from personal loss, a colleague’s experience, or major life disruptions that affect our teams. Yet grief is rarely discussed in professional settings, and the culture of law often reinforces silence, over functioning, and premature “return to normal.” As a result, attorneys and leaders are frequently left unsure how to navigate their own grief or how to respond effectively when someone else is struggling.This program is designed specifically for lawyers. It examines how grief shows up in legal practice, how it can affect performance, decision-making, and relationships, and why traditional professional norms may inadvertently compound its impact. Drawing on grief-informed and workplace-relevant insights, this session offers practical strategies for sustaining attorney competence professionalism without sacrificing humanity.Whether you are personally grieving, supporting a colleague, or leading a team through loss or transition, this program equips lawyers with the awareness, language, and practical tools needed to respond with clarity, compassion, and confidence. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467482 467482 163 G5771 1:01:20 https://www.pli.edu/programs/internal-investigations/470070?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 23, 2026 in New YorkCommencing the Internal Investigation: Considerations at the Outset [01:30:20]Learn how to:deal with whistleblower allegationsidentify potential labor and employment issues during an investigationcraft an appropriate document preservation noticemanage the costs of an investigationdetermine:when an investigation is warrantedwho should oversee, and who should conduct, the investigation (in-house vs. outside counsel)the appropriate scope of the investigationModerator: Joanna C. Hendon Speakers: David Abramowicz, Maria Cruz Melendez, Christopher Garcia, Daniel B. ThackerPresentation MaterialCommencing the Internal Investigation: Considerations at the Outset Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470070 470070 25 G3165 1:30:21 https://www.pli.edu/programs/internal-investigations/470068?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 23, 2026 in New YorkCommencing the Internal Investigation: Considerations at the Outset [01:30:20]Learn how to:deal with whistleblower allegationsidentify potential labor and employment issues during an investigationcraft an appropriate document preservation noticemanage the costs of an investigationdetermine:when an investigation is warrantedwho should oversee, and who should conduct, the investigation (in-house vs. outside counsel)the appropriate scope of the investigationModerator: Joanna C. Hendon Speakers: David Abramowicz, Maria Cruz Melendez, Christopher Garcia, Daniel B. ThackerPresentation MaterialCommencing the Internal Investigation: Considerations at the Outset Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470068 470068 163 G3165 1:31:02 https://www.pli.edu/programs/internal-investigations/470069?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 23, 2026 in New YorkCommencing the Internal Investigation: Considerations at the Outset [01:30:20]Learn how to:deal with whistleblower allegationsidentify potential labor and employment issues during an investigationcraft an appropriate document preservation noticemanage the costs of an investigationdetermine:when an investigation is warrantedwho should oversee, and who should conduct, the investigation (in-house vs. outside counsel)the appropriate scope of the investigationModerator: Joanna C. Hendon Speakers: David Abramowicz, Maria Cruz Melendez, Christopher Garcia, Daniel B. ThackerPresentation MaterialCommencing the Internal Investigation: Considerations at the Outset Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470069 470069 98 G3165 1:31:02 https://www.pli.edu/programs/internal-investigations/470067?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 23, 2026 in New YorkConducting the Internal Investigation [01:32:12]A. Considerations, Processes and ProceduresLearn best practices for:gathering documentsinterviewing employees – current and formeraddressing employee issues and obligations: advice, rights and liability in light of recent casesdealing with the auditorsB. Privilege Issues and Ethical Traps in Conducting the Investigation (1 hour ethics)Learn how to:protect the investigation: attorney-client privilege and work product issuesidentify representational issuesproperly administer warnings to witnessesrespond to questions from intervieweesavoid obstruction issues navigate ethical dilemmas that ariseModerator: David Anders Speakers: Roberto Finzi, Robert M. Radick, Meghan K. Spillane Presentation MaterialConducting the Internal Investigation Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470067 470067 25 G3165 1:32:13 https://www.pli.edu/programs/internal-investigations/470065?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 23, 2026 in New YorkConducting the Internal Investigation [01:32:12]A. Considerations, Processes and ProceduresLearn best practices for:gathering documentsinterviewing employees – current and formeraddressing employee issues and obligations: advice, rights and liability in light of recent casesdealing with the auditorsB. Privilege Issues and Ethical Traps in Conducting the Investigation (1 hour ethics)Learn how to:protect the investigation: attorney-client privilege and work product issuesidentify representational issuesproperly administer warnings to witnessesrespond to questions from intervieweesavoid obstruction issues navigate ethical dilemmas that ariseModerator: David Anders Speakers: Roberto Finzi, Robert M. Radick, Meghan K. Spillane Presentation MaterialConducting the Internal Investigation Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470065 470065 163 G3165 1:32:54 https://www.pli.edu/programs/internal-investigations/470066?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 23, 2026 in New YorkConducting the Internal Investigation [01:32:12]A. Considerations, Processes and ProceduresLearn best practices for:gathering documentsinterviewing employees – current and formeraddressing employee issues and obligations: advice, rights and liability in light of recent casesdealing with the auditorsB. Privilege Issues and Ethical Traps in Conducting the Investigation (1 hour ethics)Learn how to:protect the investigation: attorney-client privilege and work product issuesidentify representational issuesproperly administer warnings to witnessesrespond to questions from intervieweesavoid obstruction issues navigate ethical dilemmas that ariseModerator: David Anders Speakers: Roberto Finzi, Robert M. Radick, Meghan K. Spillane Presentation MaterialConducting the Internal Investigation Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470066 470066 98 G3165 1:32:54 https://www.pli.edu/programs/internal-investigations/470061?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 23, 2026 in New YorkInternal Investigations: Regulators Roundtable [01:30:04]Participants will leave this program with a greater understanding of:the regulators’ perspectives on internal investigations, what they want to know and how to navigate whistleblower issueshow to determine why, when and how to disclose to regulatorshow to maintain a dialogue with the regulators during the investigationhow to navigate parallel investigations challenges posed by cooperating with the government, including navigating waiver issues and handling public disclosure of resultsModerator: Steven R. Peikin Speakers: Steven L. D’Alessandro, Ralph DeSena, Sheldon L. Pollock, Alixandra Smith  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470061 470061 25 G3165 1:30:04 https://www.pli.edu/programs/internal-investigations/470059?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 23, 2026 in New YorkInternal Investigations: Regulators Roundtable [01:30:04]Participants will leave this program with a greater understanding of:the regulators’ perspectives on internal investigations, what they want to know and how to navigate whistleblower issueshow to determine why, when and how to disclose to regulatorshow to maintain a dialogue with the regulators during the investigationhow to navigate parallel investigations challenges posed by cooperating with the government, including navigating waiver issues and handling public disclosure of resultsModerator: Steven R. Peikin Speakers: Steven L. D’Alessandro, Ralph DeSena, Sheldon L. Pollock, Alixandra Smith  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470059 470059 163 G3165 1:30:46 https://www.pli.edu/programs/internal-investigations/470060?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 23, 2026 in New YorkInternal Investigations: Regulators Roundtable [01:30:04]Participants will leave this program with a greater understanding of:the regulators’ perspectives on internal investigations, what they want to know and how to navigate whistleblower issueshow to determine why, when and how to disclose to regulatorshow to maintain a dialogue with the regulators during the investigationhow to navigate parallel investigations challenges posed by cooperating with the government, including navigating waiver issues and handling public disclosure of resultsModerator: Steven R. Peikin Speakers: Steven L. D’Alessandro, Ralph DeSena, Sheldon L. Pollock, Alixandra Smith  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470060 470060 98 G3165 1:30:46 https://www.pli.edu/programs/internal-investigations/470063?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 23, 2026 in New YorkConcluding the Internal Investigation [00:01:15]Learn best practices for:reaching findingsapproaching employment and employment decisionsselecting corrective actions/appropriate remediationmemorializing conclusionsdetermining whether to prepare a written reportdeciding what to include in report: details, facts v. legal conclusionsdetermining who gets to see the report: handling third-party requestsdeciding whether and how-to self-reportModerator: Lee Richards  Speakers: Celia Cohen, James P. Loonam, Laura McLaren, Edward C. O’Callaghan Presentation MaterialConcluding the Internal Investigation Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470063 470063 98 G3165 1:17:55 https://www.pli.edu/programs/internal-investigations/470062?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 23, 2026 in New YorkConcluding the Internal Investigation [00:01:15]Learn best practices for:reaching findingsapproaching employment and employment decisionsselecting corrective actions/appropriate remediationmemorializing conclusionsdetermining whether to prepare a written reportdeciding what to include in report: details, facts v. legal conclusionsdetermining who gets to see the report: handling third-party requestsdeciding whether and how-to self-reportModerator: Lee Richards  Speakers: Celia Cohen, James P. Loonam, Laura McLaren, Edward C. O’Callaghan Presentation MaterialConcluding the Internal Investigation Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470062 470062 163 G3165 1:17:55 https://www.pli.edu/programs/internal-investigations/470064?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 23, 2026 in New YorkConcluding the Internal Investigation [00:01:15]Learn best practices for:reaching findingsapproaching employment and employment decisionsselecting corrective actions/appropriate remediationmemorializing conclusionsdetermining whether to prepare a written reportdeciding what to include in report: details, facts v. legal conclusionsdetermining who gets to see the report: handling third-party requestsdeciding whether and how-to self-reportModerator: Lee Richards  Speakers: Celia Cohen, James P. Loonam, Laura McLaren, Edward C. O’Callaghan Presentation MaterialConcluding the Internal Investigation Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470064 470064 25 G3165 1:17:13 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/442024?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Data privacy and cybersecurity issues have become mission-critical C-Suite issues because they directly affect a company’s strategy, legal compliance obligations, financial health, and reputation. Data has become one of the most valuable assets for private and public sector organizations alike. The Internet, artificial intelligence (AI) and machine learning, biometrics, and other transformative technologies employ powerful tools to collect, combine, analyze, use, store, and dispose of personal information. Questions abound regarding the responsibility that comes with the extraordinary power of data-driven generative AI. These rapidly changing data trends create a breathtaking range of compliance and liability issues, while raising the stakes for protecting such data in challenging risk environments, whether internal vulnerabilities or criminal cyberattacks or other threats. New laws and obligations are continually emerging from legislators, regulators, and the courts to address the corresponding privacy and cybersecurity implications. This annual program focuses on the latest developments, along with strategic approaches, to keep attorneys and other privacy and cybersecurity professionals up-to-date and ready to respond effectively in this complex and dynamic area. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442024 442024 32 G3108 12:46:27 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/442020?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Data privacy and cybersecurity issues have become mission-critical C-Suite issues because they directly affect a company’s strategy, legal compliance obligations, financial health, and reputation. Data has become one of the most valuable assets for private and public sector organizations alike. The Internet, artificial intelligence (AI) and machine learning, biometrics, and other transformative technologies employ powerful tools to collect, combine, analyze, use, store, and dispose of personal information. Questions abound regarding the responsibility that comes with the extraordinary power of data-driven generative AI. These rapidly changing data trends create a breathtaking range of compliance and liability issues, while raising the stakes for protecting such data in challenging risk environments, whether internal vulnerabilities or criminal cyberattacks or other threats. New laws and obligations are continually emerging from legislators, regulators, and the courts to address the corresponding privacy and cybersecurity implications. This annual program focuses on the latest developments, along with strategic approaches, to keep attorneys and other privacy and cybersecurity professionals up-to-date and ready to respond effectively in this complex and dynamic area. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442020 442020 32 G3108 12:50:25 https://www.pli.edu/programs/leading-in-a-complex-world-influence-commitment-and-the-modern-legal-leader/462301?tCode=WTC5_RSS01 Professional development Career development The world in which lawyers lead has fundamentally changed. Law firms, in-house legal departments, and regulatory bodies all face conditions that are increasingly brittle, anxious, nonlinear, and incomprehensible - what organizational theorists call BANI conditions. AI disruption, talent volatility, accelerating regulatory complexity, and mounting client expectations mean that traditional legal leadership - built on positional authority, technical expertise, and top-down control - is no longer sufficient on its own.The lawyers who lead most effectively today are not defined by their place in the partnership hierarchy or the depth of their technical credentials. They are defined by how much genuine commitment they generate from those around them - associates, colleagues, and clients. Professor Richard Jolly of the Kellogg School of Management will draw on nearly three decades of consulting and executive education experience to unpack the science of leadership influence, explain why the shift from compliance to commitment is the central leadership challenge facing senior lawyers, and provide a practical framework for building the trust and followership that drive high-performance legal teams. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462301 462301 104 G5740 1:01:02 https://www.pli.edu/programs/leading-in-a-complex-world-influence-commitment-and-the-modern-legal-leader/467357?tCode=WTC5_RSS01 Professional development Career development The world in which lawyers lead has fundamentally changed. Law firms, in-house legal departments, and regulatory bodies all face conditions that are increasingly brittle, anxious, nonlinear, and incomprehensible - what organizational theorists call BANI conditions. AI disruption, talent volatility, accelerating regulatory complexity, and mounting client expectations mean that traditional legal leadership - built on positional authority, technical expertise, and top-down control - is no longer sufficient on its own.The lawyers who lead most effectively today are not defined by their place in the partnership hierarchy or the depth of their technical credentials. They are defined by how much genuine commitment they generate from those around them - associates, colleagues, and clients. Professor Richard Jolly of the Kellogg School of Management will draw on nearly three decades of consulting and executive education experience to unpack the science of leadership influence, explain why the shift from compliance to commitment is the central leadership challenge facing senior lawyers, and provide a practical framework for building the trust and followership that drive high-performance legal teams. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467357 467357 163 G5740 1:01:43 https://www.pli.edu/programs/leading-in-a-complex-world-influence-commitment-and-the-modern-legal-leader/467358?tCode=WTC5_RSS01 Professional development Career development The world in which lawyers lead has fundamentally changed. Law firms, in-house legal departments, and regulatory bodies all face conditions that are increasingly brittle, anxious, nonlinear, and incomprehensible - what organizational theorists call BANI conditions. AI disruption, talent volatility, accelerating regulatory complexity, and mounting client expectations mean that traditional legal leadership - built on positional authority, technical expertise, and top-down control - is no longer sufficient on its own.The lawyers who lead most effectively today are not defined by their place in the partnership hierarchy or the depth of their technical credentials. They are defined by how much genuine commitment they generate from those around them - associates, colleagues, and clients. Professor Richard Jolly of the Kellogg School of Management will draw on nearly three decades of consulting and executive education experience to unpack the science of leadership influence, explain why the shift from compliance to commitment is the central leadership challenge facing senior lawyers, and provide a practical framework for building the trust and followership that drive high-performance legal teams. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467358 467358 98 G5740 1:01:43 https://www.pli.edu/programs/international-arbitration/469635?tCode=WTC5_RSS01 International arbitration Dispute resolution Arbitration Practice skills (Litigation) Taken from the Web Program Recorded June 22, 2026 in New YorkThe International Arbitrator’s Point of View [01:31:33]This session will provide insight into the international arbitrator's point of view. After completing this session, participants will be able to:Execute practice tips for counsel.Understand international arbitrators’ pet peeves.Recognize what international arbitrators find effective.Get an inside view of arbitrator deliberations.Panel Leader: Madeline SniderSpeakers: Ulyana Bardyn, B. Ted Howes, Edward G. Kehoe, Stephen S. StrickThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Art of Persuasion in International Arbitration (April 2026)John FellasPresentation MaterialPolling Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469635 469635 25 G3089 1:31:33 https://www.pli.edu/programs/international-arbitration/469634?tCode=WTC5_RSS01 International arbitration Dispute resolution Arbitration Practice skills (Litigation) Taken from the Web Program Recorded June 22, 2026 in New YorkThe International Arbitrator’s Point of View [01:31:33]This session will provide insight into the international arbitrator's point of view. After completing this session, participants will be able to:Execute practice tips for counsel.Understand international arbitrators’ pet peeves.Recognize what international arbitrators find effective.Get an inside view of arbitrator deliberations.Panel Leader: Madeline SniderSpeakers: Ulyana Bardyn, B. Ted Howes, Edward G. Kehoe, Stephen S. StrickThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Art of Persuasion in International Arbitration (April 2026)John FellasPresentation MaterialPolling Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469634 469634 98 G3089 1:32:15 https://www.pli.edu/programs/international-arbitration/469636?tCode=WTC5_RSS01 International arbitration Dispute resolution Arbitration Practice skills (Litigation) Taken from the Web Program Recorded June 22, 2026 in New YorkThe International Arbitrator’s Point of View [01:31:33]This session will provide insight into the international arbitrator's point of view. After completing this session, participants will be able to:Execute practice tips for counsel.Understand international arbitrators’ pet peeves.Recognize what international arbitrators find effective.Get an inside view of arbitrator deliberations.Panel Leader: Madeline SniderSpeakers: Ulyana Bardyn, B. Ted Howes, Edward G. Kehoe, Stephen S. StrickThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Art of Persuasion in International Arbitration (April 2026)John FellasPresentation MaterialPolling Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469636 469636 163 G3089 1:32:15 https://www.pli.edu/programs/international-arbitration/469644?tCode=WTC5_RSS01 International arbitration Regulation, compliance, and enforcement (International law) Practice skills (Litigation) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 22, 2026 in New YorkArtificial Intelligence: Friend or Foe [01:18:00]This session explores how artificial intelligence is being used in international arbitration by advocates, arbitrators, and parties. After completing this session, participants will be able to:Analyze the use of artificial intelligence by advocates in international arbitration proceedings.Assess how arbitrators are using artificial intelligence in arbitral decisionmaking.Evaluate appropriate regulatory frameworks governing parties’ use of artificial intelligence in international arbitration.IAPP Privacy credit for Privacy Professionals  Panel Leader: Michael GranneSpeakers: Oliver J. Armas, Michelangelo Cicogna, Kabir DugalThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Advocacy in the Age of Artificial Intelligence: Through the Eyes of an Arbitrator (2026)John FellasPresentation MaterialArtificial Intelligence: Friend or Foe PowerPointOliver J. Armas, Dr. Kabir A.N. Duggal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469644 469644 25 G3089 1:18:01 https://www.pli.edu/programs/international-arbitration/469645?tCode=WTC5_RSS01 International arbitration Regulation, compliance, and enforcement (International law) Practice skills (Litigation) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 22, 2026 in New YorkArtificial Intelligence: Friend or Foe [01:18:00]This session explores how artificial intelligence is being used in international arbitration by advocates, arbitrators, and parties. After completing this session, participants will be able to:Analyze the use of artificial intelligence by advocates in international arbitration proceedings.Assess how arbitrators are using artificial intelligence in arbitral decisionmaking.Evaluate appropriate regulatory frameworks governing parties’ use of artificial intelligence in international arbitration.IAPP Privacy credit for Privacy Professionals  Panel Leader: Michael GranneSpeakers: Oliver J. Armas, Michelangelo Cicogna, Kabir DugalThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Advocacy in the Age of Artificial Intelligence: Through the Eyes of an Arbitrator (2026)John FellasPresentation MaterialArtificial Intelligence: Friend or Foe PowerPointOliver J. Armas, Dr. Kabir A.N. Duggal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469645 469645 163 G3089 1:18:42 https://www.pli.edu/programs/international-arbitration/469643?tCode=WTC5_RSS01 International arbitration Regulation, compliance, and enforcement (International law) Practice skills (Litigation) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 22, 2026 in New YorkArtificial Intelligence: Friend or Foe [01:18:00]This session explores how artificial intelligence is being used in international arbitration by advocates, arbitrators, and parties. After completing this session, participants will be able to:Analyze the use of artificial intelligence by advocates in international arbitration proceedings.Assess how arbitrators are using artificial intelligence in arbitral decisionmaking.Evaluate appropriate regulatory frameworks governing parties’ use of artificial intelligence in international arbitration.IAPP Privacy credit for Privacy Professionals  Panel Leader: Michael GranneSpeakers: Oliver J. Armas, Michelangelo Cicogna, Kabir DugalThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Advocacy in the Age of Artificial Intelligence: Through the Eyes of an Arbitrator (2026)John FellasPresentation MaterialArtificial Intelligence: Friend or Foe PowerPointOliver J. Armas, Dr. Kabir A.N. Duggal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469643 469643 98 G3089 1:18:42 https://www.pli.edu/programs/international-arbitration/469638?tCode=WTC5_RSS01 International arbitration Closing arguments Opening statements Practice skills (Litigation) Cross-examination Taken from the Web Program Recorded June 22, 2026 in New YorkEffective Advocacy in International Arbitration [01:18:02]This session will cover practical tips for written and oral advocacy in international arbitration. After completing this session, participants will be able to:Conduct effective written advocacy.Recognize the do's and don’ts of oral advocacy.Perform effective oral opening and closing statements.Conduct effective cross examination.Understand the importance of redirect examination.Panel Leader: Daniel H. WeinerSpeakers: Henry G. Burnett, Luke A. Sobota, Dr. Diora ZiyaevaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Memorandum, Effective Advocacy in International Arbitration: Strategy, Psychology, and Tribunal Persuasion in High-Stakes Disputes (April 10, 2026)Dr. Diora ZiyaevaPresentation MaterialThe Uncertain Standard: The Fragile Link Between Arbitrator Disclosure and Award Validity in BrazilHenry G. BurnettPolling Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469638 469638 25 G3089 1:18:02 https://www.pli.edu/programs/international-arbitration/469639?tCode=WTC5_RSS01 International arbitration Closing arguments Opening statements Practice skills (Litigation) Cross-examination Taken from the Web Program Recorded June 22, 2026 in New YorkEffective Advocacy in International Arbitration [01:18:02]This session will cover practical tips for written and oral advocacy in international arbitration. After completing this session, participants will be able to:Conduct effective written advocacy.Recognize the do's and don’ts of oral advocacy.Perform effective oral opening and closing statements.Conduct effective cross examination.Understand the importance of redirect examination.Panel Leader: Daniel H. WeinerSpeakers: Henry G. Burnett, Luke A. Sobota, Dr. Diora ZiyaevaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Memorandum, Effective Advocacy in International Arbitration: Strategy, Psychology, and Tribunal Persuasion in High-Stakes Disputes (April 10, 2026)Dr. Diora ZiyaevaPresentation MaterialThe Uncertain Standard: The Fragile Link Between Arbitrator Disclosure and Award Validity in BrazilHenry G. BurnettPolling Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469639 469639 163 G3089 1:18:44 https://www.pli.edu/programs/international-arbitration/469637?tCode=WTC5_RSS01 International arbitration Closing arguments Opening statements Practice skills (Litigation) Cross-examination Taken from the Web Program Recorded June 22, 2026 in New YorkEffective Advocacy in International Arbitration [01:18:02]This session will cover practical tips for written and oral advocacy in international arbitration. After completing this session, participants will be able to:Conduct effective written advocacy.Recognize the do's and don’ts of oral advocacy.Perform effective oral opening and closing statements.Conduct effective cross examination.Understand the importance of redirect examination.Panel Leader: Daniel H. WeinerSpeakers: Henry G. Burnett, Luke A. Sobota, Dr. Diora ZiyaevaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Memorandum, Effective Advocacy in International Arbitration: Strategy, Psychology, and Tribunal Persuasion in High-Stakes Disputes (April 10, 2026)Dr. Diora ZiyaevaPresentation MaterialThe Uncertain Standard: The Fragile Link Between Arbitrator Disclosure and Award Validity in BrazilHenry G. BurnettPolling Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469637 469637 98 G3089 1:18:44 https://www.pli.edu/programs/international-arbitration/469646?tCode=WTC5_RSS01 Attorney-client privilege International litigation International arbitration Practice skills (Litigation) Taken from the Web Program Recorded June 22, 2026 in New YorkHot Topics and Recent Developments in International Arbitration [00:01:30]This panel will cover recent developments in international arbitration. After completing this session, participants will be able to:Remain up to date on NYIAC’s latest initiatives.Stay current on the new International Bar Association initiatives on privilege.Understand the assertion of privilege in international arbitration.Analyze recent developments in international arbitration in China.Identify key Supreme Court developments impacting jurisdiction in international arbitration.Panel Leader: John FellasSpeakers: James H. Boykin, Christine Kang, Joseph E. Neuhaus, Rekha RangachariThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:IBA Arbitration Committee Task Force on Privilege in International Arbitration, Report on Uniform Guidelines on Privilege in International ArbitrationJohn FellasBrief for Respondent-Appellant, Stabil LLC, et al. v. Russian Federation, No. 25-7005 (D.C. Cir. 2025)John FellasBrief of Petitioners-Appellees, Stabil LLC, et al. v. Russian Federation, No. 25-7005 (D.C. Cir. 2025)John FellasReply Brief for Respondent-Appellant, Stabil LLC, et al. v. Russian Federation, No. 25-7005 (D.C. Cir. 2025)John FellasSlip Opinion, Stabil LLC, et al. v. Russian Federation, Nos. 25-7005 and 25-7064 (D.C. Cir. 2026)John FellasPresentation MaterialHot Topics and Recent Developments in International Arbitration SlideChristine Kang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469646 469646 98 G3089 1:35:48 https://www.pli.edu/programs/international-arbitration/469647?tCode=WTC5_RSS01 Attorney-client privilege International litigation International arbitration Practice skills (Litigation) Taken from the Web Program Recorded June 22, 2026 in New YorkHot Topics and Recent Developments in International Arbitration [00:01:30]This panel will cover recent developments in international arbitration. After completing this session, participants will be able to:Remain up to date on NYIAC’s latest initiatives.Stay current on the new International Bar Association initiatives on privilege.Understand the assertion of privilege in international arbitration.Analyze recent developments in international arbitration in China.Identify key Supreme Court developments impacting jurisdiction in international arbitration.Panel Leader: John FellasSpeakers: James H. Boykin, Christine Kang, Joseph E. Neuhaus, Rekha RangachariThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:IBA Arbitration Committee Task Force on Privilege in International Arbitration, Report on Uniform Guidelines on Privilege in International ArbitrationJohn FellasBrief for Respondent-Appellant, Stabil LLC, et al. v. Russian Federation, No. 25-7005 (D.C. Cir. 2025)John FellasBrief of Petitioners-Appellees, Stabil LLC, et al. v. Russian Federation, No. 25-7005 (D.C. Cir. 2025)John FellasReply Brief for Respondent-Appellant, Stabil LLC, et al. v. Russian Federation, No. 25-7005 (D.C. Cir. 2025)John FellasSlip Opinion, Stabil LLC, et al. v. Russian Federation, Nos. 25-7005 and 25-7064 (D.C. Cir. 2026)John FellasPresentation MaterialHot Topics and Recent Developments in International Arbitration SlideChristine Kang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469647 469647 25 G3089 1:35:06 https://www.pli.edu/programs/international-arbitration/469648?tCode=WTC5_RSS01 Attorney-client privilege International litigation International arbitration Practice skills (Litigation) Taken from the Web Program Recorded June 22, 2026 in New YorkHot Topics and Recent Developments in International Arbitration [00:01:30]This panel will cover recent developments in international arbitration. After completing this session, participants will be able to:Remain up to date on NYIAC’s latest initiatives.Stay current on the new International Bar Association initiatives on privilege.Understand the assertion of privilege in international arbitration.Analyze recent developments in international arbitration in China.Identify key Supreme Court developments impacting jurisdiction in international arbitration.Panel Leader: John FellasSpeakers: James H. Boykin, Christine Kang, Joseph E. Neuhaus, Rekha RangachariThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:IBA Arbitration Committee Task Force on Privilege in International Arbitration, Report on Uniform Guidelines on Privilege in International ArbitrationJohn FellasBrief for Respondent-Appellant, Stabil LLC, et al. v. Russian Federation, No. 25-7005 (D.C. Cir. 2025)John FellasBrief of Petitioners-Appellees, Stabil LLC, et al. v. Russian Federation, No. 25-7005 (D.C. Cir. 2025)John FellasReply Brief for Respondent-Appellant, Stabil LLC, et al. v. Russian Federation, No. 25-7005 (D.C. Cir. 2025)John FellasSlip Opinion, Stabil LLC, et al. v. Russian Federation, Nos. 25-7005 and 25-7064 (D.C. Cir. 2026)John FellasPresentation MaterialHot Topics and Recent Developments in International Arbitration SlideChristine Kang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469648 469648 163 G3089 1:35:48 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/470426?tCode=WTC5_RSS01 Intellectual property Patents Prior art Patent claims Legal technology Taken from the Web Program Recorded June 22, 2026 in San Francisco35 USC 101 and Double Patenting: What Can Be Patented in 2026? [00:01:45]After completing this session, participants will be able to:Understand where the law is: at the USPTO, CAFC, Supreme Court?Review if the PTAB has eased upUnderstand PERA – any light at the end of the tunnel?Review Double Patenting – how many times can you patent it?Discover the after effect of the USPTO stand-down on Terminal DisclaimersMichael J. Gulliford*, Benjamin C. Hsing**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Checking in with AliceMichael J. GullifordMyriad and Mayo and the Evolution of 35 U.S.C. § 101 as It Relates to Biopharmaceutical, Genetic and Diagnostic Patents; Latest Developments in Obviousness-Type Double PatentingBenjamin C. HsingPresentation MaterialAlice Developments: 2018-2025: Sorting Through the Software Patents MorassMichael J. GullifordObviousness-Type Double Patenting and Patent Subject Matter Eligibility of Biopharmaceutical InventionsBenjamin C. Hsing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470426 470426 98 G3105 1:52:20 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/470427?tCode=WTC5_RSS01 Intellectual property Patents Prior art Patent claims Legal technology Taken from the Web Program Recorded June 22, 2026 in San Francisco35 USC 101 and Double Patenting: What Can Be Patented in 2026? [00:01:45]After completing this session, participants will be able to:Understand where the law is: at the USPTO, CAFC, Supreme Court?Review if the PTAB has eased upUnderstand PERA – any light at the end of the tunnel?Review Double Patenting – how many times can you patent it?Discover the after effect of the USPTO stand-down on Terminal DisclaimersMichael J. Gulliford*, Benjamin C. Hsing**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Checking in with AliceMichael J. GullifordMyriad and Mayo and the Evolution of 35 U.S.C. § 101 as It Relates to Biopharmaceutical, Genetic and Diagnostic Patents; Latest Developments in Obviousness-Type Double PatentingBenjamin C. HsingPresentation MaterialAlice Developments: 2018-2025: Sorting Through the Software Patents MorassMichael J. GullifordObviousness-Type Double Patenting and Patent Subject Matter Eligibility of Biopharmaceutical InventionsBenjamin C. Hsing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470427 470427 25 G3105 1:51:38 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/470425?tCode=WTC5_RSS01 Intellectual property Patents Prior art Patent claims Legal technology Taken from the Web Program Recorded June 22, 2026 in San Francisco35 USC 101 and Double Patenting: What Can Be Patented in 2026? [00:01:45]After completing this session, participants will be able to:Understand where the law is: at the USPTO, CAFC, Supreme Court?Review if the PTAB has eased upUnderstand PERA – any light at the end of the tunnel?Review Double Patenting – how many times can you patent it?Discover the after effect of the USPTO stand-down on Terminal DisclaimersMichael J. Gulliford*, Benjamin C. Hsing**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Checking in with AliceMichael J. GullifordMyriad and Mayo and the Evolution of 35 U.S.C. § 101 as It Relates to Biopharmaceutical, Genetic and Diagnostic Patents; Latest Developments in Obviousness-Type Double PatentingBenjamin C. HsingPresentation MaterialAlice Developments: 2018-2025: Sorting Through the Software Patents MorassMichael J. GullifordObviousness-Type Double Patenting and Patent Subject Matter Eligibility of Biopharmaceutical InventionsBenjamin C. Hsing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470425 470425 163 G3105 1:52:20 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/470419?tCode=WTC5_RSS01 Intellectual property Patents Obviousness Technology Taken from the Web Program Recorded June 22, 2026 in San FranciscoKSR and 103: Conditions for Obtaining a Patent; Non-Obvious Subject Matter [00:01:00]After completing this session, participants will be able to:Learn if the KSR genie has been re-bottled?Understand if all obviousness is the same: technology to technology?Hear about what factors change or affect jurors/judges’ mindsLearn arguments to make to sway decisionmakersReview cases and case studies from the CAFC to the PTABRebecca Goldman RudichThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Obviousness in Prosecution: 19 Years After KSRRebecca Goldman RudichPresentation MaterialObviousness in Prosecution: Tools You Can UseRebecca Goldman Rudich Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470419 470419 163 G3105 1:02:02 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/470420?tCode=WTC5_RSS01 Intellectual property Patents Obviousness Technology Taken from the Web Program Recorded June 22, 2026 in San FranciscoKSR and 103: Conditions for Obtaining a Patent; Non-Obvious Subject Matter [00:01:00]After completing this session, participants will be able to:Learn if the KSR genie has been re-bottled?Understand if all obviousness is the same: technology to technology?Hear about what factors change or affect jurors/judges’ mindsLearn arguments to make to sway decisionmakersReview cases and case studies from the CAFC to the PTABRebecca Goldman RudichThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Obviousness in Prosecution: 19 Years After KSRRebecca Goldman RudichPresentation MaterialObviousness in Prosecution: Tools You Can UseRebecca Goldman Rudich Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470420 470420 98 G3105 1:02:02 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/470421?tCode=WTC5_RSS01 Intellectual property Patents Obviousness Technology Taken from the Web Program Recorded June 22, 2026 in San FranciscoKSR and 103: Conditions for Obtaining a Patent; Non-Obvious Subject Matter [00:01:00]After completing this session, participants will be able to:Learn if the KSR genie has been re-bottled?Understand if all obviousness is the same: technology to technology?Hear about what factors change or affect jurors/judges’ mindsLearn arguments to make to sway decisionmakersReview cases and case studies from the CAFC to the PTABRebecca Goldman RudichThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Obviousness in Prosecution: 19 Years After KSRRebecca Goldman RudichPresentation MaterialObviousness in Prosecution: Tools You Can UseRebecca Goldman Rudich Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470421 470421 25 G3105 1:01:20 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/470418?tCode=WTC5_RSS01 Intellectual property Patents Invention disclosures Prior art Legal technology Taken from the Web Program Recorded June 22, 2026 in San Francisco35 USC 112 Patent Specifications – Decisions on Disclosure and Claiming [01:00:45]After completing this session, participants will be able to:Discover when applicants can know enough is enough regarding disclosureUnderstand what courts consider when assessing sufficiency of disclosureHear if some claim language can be per se troubling or wrongReview 112 case studies from District Court and CAFC cases in 2019-2024Catherine M. VoisinetThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:35 U.S.C. 112—Decisions on Disclosure and Claiming—Course MaterialsCatherine M. Voisinet35 U.S.C. 112—Decisions on Disclosure and Claiming (PowerPoint slides)Catherine M. VoisinetPresentation Material35 U.S.C. 112 – Decisions on Disclosure and ClaimingCatherine M. Voisinet Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470418 470418 25 G3105 1:00:45 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/470416?tCode=WTC5_RSS01 Intellectual property Patents Invention disclosures Prior art Legal technology Taken from the Web Program Recorded June 22, 2026 in San Francisco35 USC 112 Patent Specifications – Decisions on Disclosure and Claiming [01:00:45]After completing this session, participants will be able to:Discover when applicants can know enough is enough regarding disclosureUnderstand what courts consider when assessing sufficiency of disclosureHear if some claim language can be per se troubling or wrongReview 112 case studies from District Court and CAFC cases in 2019-2024Catherine M. VoisinetThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:35 U.S.C. 112—Decisions on Disclosure and Claiming—Course MaterialsCatherine M. Voisinet35 U.S.C. 112—Decisions on Disclosure and Claiming (PowerPoint slides)Catherine M. VoisinetPresentation Material35 U.S.C. 112 – Decisions on Disclosure and ClaimingCatherine M. Voisinet Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470416 470416 163 G3105 1:01:27 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/470417?tCode=WTC5_RSS01 Intellectual property Patents Invention disclosures Prior art Legal technology Taken from the Web Program Recorded June 22, 2026 in San Francisco35 USC 112 Patent Specifications – Decisions on Disclosure and Claiming [01:00:45]After completing this session, participants will be able to:Discover when applicants can know enough is enough regarding disclosureUnderstand what courts consider when assessing sufficiency of disclosureHear if some claim language can be per se troubling or wrongReview 112 case studies from District Court and CAFC cases in 2019-2024Catherine M. VoisinetThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:35 U.S.C. 112—Decisions on Disclosure and Claiming—Course MaterialsCatherine M. Voisinet35 U.S.C. 112—Decisions on Disclosure and Claiming (PowerPoint slides)Catherine M. VoisinetPresentation Material35 U.S.C. 112 – Decisions on Disclosure and ClaimingCatherine M. Voisinet Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470417 470417 98 G3105 1:01:27 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/470423?tCode=WTC5_RSS01 Intellectual property Patents Prior art Patent litigation Taken from the Web Program Recorded June 22, 2026 in San FranciscoSection 102 Conditions for Obtaining a Patent; Novelty: Inside and Outside the USPTO – Cases and Decisions [00:01:00]After completing this session, participants will be able to:Define novelty under 102a(1) and 102a(2) and pre-AIA 102Learn about patented, described in a publication, anything new since HelsinnUnderstand public use and “otherwise” availableLearn about “effective” filing dates (U.S. or anywhere?)Review effects of NDAs on “disclosure”Ashe Puri**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sasha G. Rao and Ashe Puri, Section 102 Conditions for Obtaining a Patent; Novelty: Inside and Outside the USPTO—Cases and DecisionsAshe PuriPresentation MaterialNovelty Under the AIA: Recent Developments and Best PracticesAshe Puri Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470423 470423 98 G3105 1:04:27 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/470424?tCode=WTC5_RSS01 Intellectual property Patents Prior art Patent litigation Taken from the Web Program Recorded June 22, 2026 in San FranciscoSection 102 Conditions for Obtaining a Patent; Novelty: Inside and Outside the USPTO – Cases and Decisions [00:01:00]After completing this session, participants will be able to:Define novelty under 102a(1) and 102a(2) and pre-AIA 102Learn about patented, described in a publication, anything new since HelsinnUnderstand public use and “otherwise” availableLearn about “effective” filing dates (U.S. or anywhere?)Review effects of NDAs on “disclosure”Ashe Puri**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sasha G. Rao and Ashe Puri, Section 102 Conditions for Obtaining a Patent; Novelty: Inside and Outside the USPTO—Cases and DecisionsAshe PuriPresentation MaterialNovelty Under the AIA: Recent Developments and Best PracticesAshe Puri Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470424 470424 25 G3105 1:03:45 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/470422?tCode=WTC5_RSS01 Intellectual property Patents Prior art Patent litigation Taken from the Web Program Recorded June 22, 2026 in San FranciscoSection 102 Conditions for Obtaining a Patent; Novelty: Inside and Outside the USPTO – Cases and Decisions [00:01:00]After completing this session, participants will be able to:Define novelty under 102a(1) and 102a(2) and pre-AIA 102Learn about patented, described in a publication, anything new since HelsinnUnderstand public use and “otherwise” availableLearn about “effective” filing dates (U.S. or anywhere?)Review effects of NDAs on “disclosure”Ashe Puri**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sasha G. Rao and Ashe Puri, Section 102 Conditions for Obtaining a Patent; Novelty: Inside and Outside the USPTO—Cases and DecisionsAshe PuriPresentation MaterialNovelty Under the AIA: Recent Developments and Best PracticesAshe Puri Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470422 470422 163 G3105 1:04:27 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/470415?tCode=WTC5_RSS01 Intellectual property Design patents Patentability Prior art Technology litigation Taken from the Web Program Recorded June 22, 2026 in San FranciscoThe New World of Designs Post-Rosen! KSR Looms! [01:16:35]After completing this session, participants will be able to:Dive into the basics of 101, 102, and 112 in Design filingsUnderstand the contours of KSR in designsLearn about arguments that may succeedHear how Design Examiners are handling this new eraDiscover further guidance from the CAFCHear about guidance from the PTAB or Examining Guidelines?Tracy-Gene G. Durkin**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sterne, Kessler, Goldstein & Fox P.L.L.C., 2025 Design Patents Year in Review: Analysis & Trends (5th Edition)Tracy-Gene G. DurkinPresentation MaterialCurrent Trends in Design Patents: 35 U.S.C. §§ 171, 102, 103, 112 and 271Tracy-Gene G. Durkin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470415 470415 25 G3105 1:16:35 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/470414?tCode=WTC5_RSS01 Intellectual property Design patents Patentability Prior art Technology litigation Taken from the Web Program Recorded June 22, 2026 in San FranciscoThe New World of Designs Post-Rosen! KSR Looms! [01:16:35]After completing this session, participants will be able to:Dive into the basics of 101, 102, and 112 in Design filingsUnderstand the contours of KSR in designsLearn about arguments that may succeedHear how Design Examiners are handling this new eraDiscover further guidance from the CAFCHear about guidance from the PTAB or Examining Guidelines?Tracy-Gene G. Durkin**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sterne, Kessler, Goldstein & Fox P.L.L.C., 2025 Design Patents Year in Review: Analysis & Trends (5th Edition)Tracy-Gene G. DurkinPresentation MaterialCurrent Trends in Design Patents: 35 U.S.C. §§ 171, 102, 103, 112 and 271Tracy-Gene G. Durkin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470414 470414 98 G3105 1:17:17 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/470413?tCode=WTC5_RSS01 Intellectual property Design patents Patentability Prior art Technology litigation Taken from the Web Program Recorded June 22, 2026 in San FranciscoThe New World of Designs Post-Rosen! KSR Looms! [01:16:35]After completing this session, participants will be able to:Dive into the basics of 101, 102, and 112 in Design filingsUnderstand the contours of KSR in designsLearn about arguments that may succeedHear how Design Examiners are handling this new eraDiscover further guidance from the CAFCHear about guidance from the PTAB or Examining Guidelines?Tracy-Gene G. Durkin**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sterne, Kessler, Goldstein & Fox P.L.L.C., 2025 Design Patents Year in Review: Analysis & Trends (5th Edition)Tracy-Gene G. DurkinPresentation MaterialCurrent Trends in Design Patents: 35 U.S.C. §§ 171, 102, 103, 112 and 271Tracy-Gene G. Durkin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470413 470413 163 G3105 1:17:17 https://www.pli.edu/programs/government-investigations/469283?tCode=WTC5_RSS01 Internal investigations (Corporate law) White collar crime Data analysis and analytics Government investigations (Data breach) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded June 18, 2026 in New YorkForensic Strategies for Government Investigations [00:01:00]This panel will explore how forensic strategies are being used in practice to shape outcomes, manage risk, and withstand regulatory scrutiny. After completing this session, participants will be able to:Understand how enforcement agencies are using data and forensic analysis to identify issues, test narratives, and pressure early resolutions.Explore practical guidance on scoping forensic work to align with investigative objectives, timelines, and regulatory expectations.Use strategies for integrating forensic teams with legal, compliance, and business stakeholders while preserving privilege and control.Identify common forensic pitfalls seen in recent investigations — and recognize how they create credibility or cooperation challenges with regulators.Evaluate how analytics and targeted testing can accelerate factfinding and reduce costs without sacrificing defensibility.Apply best practices for presenting forensic findings to regulators, senior management, and other stakeholders.Panel Leader: Ellen BlanchardSpeaker: Collin Bentley, David Cross, Claudia T. MorganPresentation MaterialDavid B. Anders et al., White-Collar and Regulatory Enforcement: What Mattered in 2025 and What to Expect in 2026 (February 4, 2026)John Wilson & Christopher Dixon, Computer Forensics: An Investigation Begins, The General Counsel’s Guide to Government InvestigationsForensic Strategies for Government Investigations PowerPointCollin Bentley, Ellen Blanchard, David Cross, Claudia T. Morgan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469283 469283 98 G3076 1:08:46 https://www.pli.edu/programs/government-investigations/469285?tCode=WTC5_RSS01 Internal investigations (Corporate law) White collar crime Data analysis and analytics Government investigations (Data breach) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded June 18, 2026 in New YorkForensic Strategies for Government Investigations [00:01:00]This panel will explore how forensic strategies are being used in practice to shape outcomes, manage risk, and withstand regulatory scrutiny. After completing this session, participants will be able to:Understand how enforcement agencies are using data and forensic analysis to identify issues, test narratives, and pressure early resolutions.Explore practical guidance on scoping forensic work to align with investigative objectives, timelines, and regulatory expectations.Use strategies for integrating forensic teams with legal, compliance, and business stakeholders while preserving privilege and control.Identify common forensic pitfalls seen in recent investigations — and recognize how they create credibility or cooperation challenges with regulators.Evaluate how analytics and targeted testing can accelerate factfinding and reduce costs without sacrificing defensibility.Apply best practices for presenting forensic findings to regulators, senior management, and other stakeholders.Panel Leader: Ellen BlanchardSpeaker: Collin Bentley, David Cross, Claudia T. MorganPresentation MaterialDavid B. Anders et al., White-Collar and Regulatory Enforcement: What Mattered in 2025 and What to Expect in 2026 (February 4, 2026)John Wilson & Christopher Dixon, Computer Forensics: An Investigation Begins, The General Counsel’s Guide to Government InvestigationsForensic Strategies for Government Investigations PowerPointCollin Bentley, Ellen Blanchard, David Cross, Claudia T. Morgan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469285 469285 163 G3076 1:08:46 https://www.pli.edu/programs/government-investigations/469284?tCode=WTC5_RSS01 Internal investigations (Corporate law) White collar crime Data analysis and analytics Government investigations (Data breach) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded June 18, 2026 in New YorkForensic Strategies for Government Investigations [00:01:00]This panel will explore how forensic strategies are being used in practice to shape outcomes, manage risk, and withstand regulatory scrutiny. After completing this session, participants will be able to:Understand how enforcement agencies are using data and forensic analysis to identify issues, test narratives, and pressure early resolutions.Explore practical guidance on scoping forensic work to align with investigative objectives, timelines, and regulatory expectations.Use strategies for integrating forensic teams with legal, compliance, and business stakeholders while preserving privilege and control.Identify common forensic pitfalls seen in recent investigations — and recognize how they create credibility or cooperation challenges with regulators.Evaluate how analytics and targeted testing can accelerate factfinding and reduce costs without sacrificing defensibility.Apply best practices for presenting forensic findings to regulators, senior management, and other stakeholders.Panel Leader: Ellen BlanchardSpeaker: Collin Bentley, David Cross, Claudia T. MorganPresentation MaterialDavid B. Anders et al., White-Collar and Regulatory Enforcement: What Mattered in 2025 and What to Expect in 2026 (February 4, 2026)John Wilson & Christopher Dixon, Computer Forensics: An Investigation Begins, The General Counsel’s Guide to Government InvestigationsForensic Strategies for Government Investigations PowerPointCollin Bentley, Ellen Blanchard, David Cross, Claudia T. Morgan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469284 469284 25 G3076 1:08:04 https://www.pli.edu/programs/government-investigations/469280?tCode=WTC5_RSS01 Risk management Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Government investigations (Data breach) Data preservation and storage Taken from the Web Program Recorded June 18, 2026 in New YorkThe In-House Playbook for Government Investigations [00:01:00]This panel examines how in-house legal and compliance teams manage the response to government investigations and regulatory inquiries. After completing this session, participants will be able to:Understand the role of in-house counsel in managing and coordinating responses to government investigations.Identify key decision points and internal processes during the early stages of an investigation, including scoping, data preservation, and communication strategies.Evaluate how companies balance cooperation with the government against protecting legal and business interests.Gain insights into working effectively with outside counsel, forensic experts, and internal stakeholders.Anticipate common challenges and missteps from the in-house viewpoint and learn practical strategies to navigate them.Panel Leader: Rishi Chhatwal Speakers: Christopher W. Greer, Ava Guo, Anthony MarinelloPresentation MaterialThe In-House Playbook for Government Investigations PowerPointRishi Chhatwal, Christopher W. Greer, Ava Guo, Anthony D. MarinelloSterling Miller, What to Do When Your Company Is the Subject of a Government Investigation (2018)Recent Updates to DOJ and SEC Cooperation Frameworks (May 2026)Christopher W. GreerRobert Keeling, Corporate Internal Investigations, The General Counsel’s Guide to Government InvestigationsThe In-House Playbook for Government Investigations: Practical Considerations for Legal and Compliance Leaders (June 2026)Rishi Chhatwal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469280 469280 98 G3076 1:00:14 https://www.pli.edu/programs/government-investigations/469281?tCode=WTC5_RSS01 Risk management Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Government investigations (Data breach) Data preservation and storage Taken from the Web Program Recorded June 18, 2026 in New YorkThe In-House Playbook for Government Investigations [00:01:00]This panel examines how in-house legal and compliance teams manage the response to government investigations and regulatory inquiries. After completing this session, participants will be able to:Understand the role of in-house counsel in managing and coordinating responses to government investigations.Identify key decision points and internal processes during the early stages of an investigation, including scoping, data preservation, and communication strategies.Evaluate how companies balance cooperation with the government against protecting legal and business interests.Gain insights into working effectively with outside counsel, forensic experts, and internal stakeholders.Anticipate common challenges and missteps from the in-house viewpoint and learn practical strategies to navigate them.Panel Leader: Rishi Chhatwal Speakers: Christopher W. Greer, Ava Guo, Anthony MarinelloPresentation MaterialThe In-House Playbook for Government Investigations PowerPointRishi Chhatwal, Christopher W. Greer, Ava Guo, Anthony D. MarinelloSterling Miller, What to Do When Your Company Is the Subject of a Government Investigation (2018)Recent Updates to DOJ and SEC Cooperation Frameworks (May 2026)Christopher W. GreerRobert Keeling, Corporate Internal Investigations, The General Counsel’s Guide to Government InvestigationsThe In-House Playbook for Government Investigations: Practical Considerations for Legal and Compliance Leaders (June 2026)Rishi Chhatwal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469281 469281 25 G3076 0:59:33 https://www.pli.edu/programs/government-investigations/469282?tCode=WTC5_RSS01 Risk management Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Government investigations (Data breach) Data preservation and storage Taken from the Web Program Recorded June 18, 2026 in New YorkThe In-House Playbook for Government Investigations [00:01:00]This panel examines how in-house legal and compliance teams manage the response to government investigations and regulatory inquiries. After completing this session, participants will be able to:Understand the role of in-house counsel in managing and coordinating responses to government investigations.Identify key decision points and internal processes during the early stages of an investigation, including scoping, data preservation, and communication strategies.Evaluate how companies balance cooperation with the government against protecting legal and business interests.Gain insights into working effectively with outside counsel, forensic experts, and internal stakeholders.Anticipate common challenges and missteps from the in-house viewpoint and learn practical strategies to navigate them.Panel Leader: Rishi Chhatwal Speakers: Christopher W. Greer, Ava Guo, Anthony MarinelloPresentation MaterialThe In-House Playbook for Government Investigations PowerPointRishi Chhatwal, Christopher W. Greer, Ava Guo, Anthony D. MarinelloSterling Miller, What to Do When Your Company Is the Subject of a Government Investigation (2018)Recent Updates to DOJ and SEC Cooperation Frameworks (May 2026)Christopher W. GreerRobert Keeling, Corporate Internal Investigations, The General Counsel’s Guide to Government InvestigationsThe In-House Playbook for Government Investigations: Practical Considerations for Legal and Compliance Leaders (June 2026)Rishi Chhatwal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469282 469282 163 G3076 1:00:14 https://www.pli.edu/programs/government-investigations/469278?tCode=WTC5_RSS01 Data analysis and analytics Government investigations (Data breach) Information privacy (Cybersecurity and data protection) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 18, 2026 in New YorkArtificial Intelligence Enabled Investigation Response: Practical Considerations [01:00:15]This panel will examine where Artificial Intelligence (AI) can be deployed in government investigations and internal reviews, where it adds value, and where it introduces new risk. After completing this session, participants will be able to:Understand how AI is currently being used in investigations and where regulators are drawing lines.Apply practical guidance for deploying AI while maintaining defensibility, auditability, and privilege.Identify key governance and documentation considerations regulators increasingly expect to see.Address risks arising from overreliance on, opacity of, or poorly supervised AI tools.Examine how in-house teams and counsel are integrating AI with traditional investigative workflows.Analyze lessons from recent matters where AI use helped or complicated investigative outcomes. CIP-CEU credit for Certified Information Professionals Panel Leader: Robert D. Keeling Speakers: Benjamin B. Correa, Jeffrey Kopczynski, Sandra Metallo-BarraganPresentation MaterialFTI Consulting, Majority of General Counsel Indicate Openness to Using AI in Nearly Every Major Legal Use Case, According to The General Counsel ReportExamining the Use of Generative Artificial Intelligence for Go-Get Productions: A Case Study on the Use of Relativity’s RelaiR Tool (May 2025)Robert D. KeelingArtificial Intelligence Enabled Investigation Response: Practical Considerations PowerPointBenjamin B. Correa, Robert D. Keeling, Jeffrey Kopczynski, Sandra Metallo-Barragan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469278 469278 25 G3076 1:00:15 https://www.pli.edu/programs/government-investigations/469279?tCode=WTC5_RSS01 Data analysis and analytics Government investigations (Data breach) Information privacy (Cybersecurity and data protection) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 18, 2026 in New YorkArtificial Intelligence Enabled Investigation Response: Practical Considerations [01:00:15]This panel will examine where Artificial Intelligence (AI) can be deployed in government investigations and internal reviews, where it adds value, and where it introduces new risk. After completing this session, participants will be able to:Understand how AI is currently being used in investigations and where regulators are drawing lines.Apply practical guidance for deploying AI while maintaining defensibility, auditability, and privilege.Identify key governance and documentation considerations regulators increasingly expect to see.Address risks arising from overreliance on, opacity of, or poorly supervised AI tools.Examine how in-house teams and counsel are integrating AI with traditional investigative workflows.Analyze lessons from recent matters where AI use helped or complicated investigative outcomes. CIP-CEU credit for Certified Information Professionals Panel Leader: Robert D. Keeling Speakers: Benjamin B. Correa, Jeffrey Kopczynski, Sandra Metallo-BarraganPresentation MaterialFTI Consulting, Majority of General Counsel Indicate Openness to Using AI in Nearly Every Major Legal Use Case, According to The General Counsel ReportExamining the Use of Generative Artificial Intelligence for Go-Get Productions: A Case Study on the Use of Relativity’s RelaiR Tool (May 2025)Robert D. KeelingArtificial Intelligence Enabled Investigation Response: Practical Considerations PowerPointBenjamin B. Correa, Robert D. Keeling, Jeffrey Kopczynski, Sandra Metallo-Barragan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469279 469279 163 G3076 1:00:57 https://www.pli.edu/programs/government-investigations/469277?tCode=WTC5_RSS01 Data analysis and analytics Government investigations (Data breach) Information privacy (Cybersecurity and data protection) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 18, 2026 in New YorkArtificial Intelligence Enabled Investigation Response: Practical Considerations [01:00:15]This panel will examine where Artificial Intelligence (AI) can be deployed in government investigations and internal reviews, where it adds value, and where it introduces new risk. After completing this session, participants will be able to:Understand how AI is currently being used in investigations and where regulators are drawing lines.Apply practical guidance for deploying AI while maintaining defensibility, auditability, and privilege.Identify key governance and documentation considerations regulators increasingly expect to see.Address risks arising from overreliance on, opacity of, or poorly supervised AI tools.Examine how in-house teams and counsel are integrating AI with traditional investigative workflows.Analyze lessons from recent matters where AI use helped or complicated investigative outcomes. CIP-CEU credit for Certified Information Professionals Panel Leader: Robert D. Keeling Speakers: Benjamin B. Correa, Jeffrey Kopczynski, Sandra Metallo-BarraganPresentation MaterialFTI Consulting, Majority of General Counsel Indicate Openness to Using AI in Nearly Every Major Legal Use Case, According to The General Counsel ReportExamining the Use of Generative Artificial Intelligence for Go-Get Productions: A Case Study on the Use of Relativity’s RelaiR Tool (May 2025)Robert D. KeelingArtificial Intelligence Enabled Investigation Response: Practical Considerations PowerPointBenjamin B. Correa, Robert D. Keeling, Jeffrey Kopczynski, Sandra Metallo-Barragan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469277 469277 98 G3076 1:00:57 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/469393?tCode=WTC5_RSS01 Trademarks Trademark infringement Trademark litigation Trade secrets Trade dress Taken from the Web Program Recorded June 18, 2026 in New YorkTrademark Infringement Primer [01:15:20]A review of trademark infringement foundational principles with an interactive exercise to apply lessons covered in the segment. After completing this session, participants will be able to:Identify, investigate, and evaluate trademark and trade dress infringement casesReview remedies in trademark litigation including temporary and permanent injunctive reliefAssess summary judgment and other motion practice strategiesUnderstand the presumption of irreparable harmRecall practice tips and litigation tacticsCalculate costs of surveys, litigation and damagesChoose between TTAB and District CourtVijay K. TokeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Borchard and Deborah K. Squires, A Trademark Is Not a Copyright or a Patent (2026 Edition)Deborah K. SquiersIns and Outs of TTAB Proceedings for Brand Owners (April 13, 2026)Deborah K. SquiersRichard L. Kirkpatrick, Pillsbury Winthrop Shaw Pittman LLP and Vijay K. Toke, Pranger Law PC, Ch. 2: The Multiple Factor Test, Practising Law Institute, Likelihood of Confusion in Trademark Law (Second Edition) (April 2026)Vijay K. TokePresentation MaterialSegment PowerPoint: Trademark Infringement PrimerVijay K. Toke Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469393 469393 25 G3208 1:15:21 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/469392?tCode=WTC5_RSS01 Trademarks Trademark infringement Trademark litigation Trade secrets Trade dress Taken from the Web Program Recorded June 18, 2026 in New YorkTrademark Infringement Primer [01:15:20]A review of trademark infringement foundational principles with an interactive exercise to apply lessons covered in the segment. After completing this session, participants will be able to:Identify, investigate, and evaluate trademark and trade dress infringement casesReview remedies in trademark litigation including temporary and permanent injunctive reliefAssess summary judgment and other motion practice strategiesUnderstand the presumption of irreparable harmRecall practice tips and litigation tacticsCalculate costs of surveys, litigation and damagesChoose between TTAB and District CourtVijay K. TokeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Borchard and Deborah K. Squires, A Trademark Is Not a Copyright or a Patent (2026 Edition)Deborah K. SquiersIns and Outs of TTAB Proceedings for Brand Owners (April 13, 2026)Deborah K. SquiersRichard L. Kirkpatrick, Pillsbury Winthrop Shaw Pittman LLP and Vijay K. Toke, Pranger Law PC, Ch. 2: The Multiple Factor Test, Practising Law Institute, Likelihood of Confusion in Trademark Law (Second Edition) (April 2026)Vijay K. TokePresentation MaterialSegment PowerPoint: Trademark Infringement PrimerVijay K. Toke Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469392 469392 98 G3208 1:16:02 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/469391?tCode=WTC5_RSS01 Trademarks Trademark infringement Trademark litigation Trade secrets Trade dress Taken from the Web Program Recorded June 18, 2026 in New YorkTrademark Infringement Primer [01:15:20]A review of trademark infringement foundational principles with an interactive exercise to apply lessons covered in the segment. After completing this session, participants will be able to:Identify, investigate, and evaluate trademark and trade dress infringement casesReview remedies in trademark litigation including temporary and permanent injunctive reliefAssess summary judgment and other motion practice strategiesUnderstand the presumption of irreparable harmRecall practice tips and litigation tacticsCalculate costs of surveys, litigation and damagesChoose between TTAB and District CourtVijay K. TokeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Borchard and Deborah K. Squires, A Trademark Is Not a Copyright or a Patent (2026 Edition)Deborah K. SquiersIns and Outs of TTAB Proceedings for Brand Owners (April 13, 2026)Deborah K. SquiersRichard L. Kirkpatrick, Pillsbury Winthrop Shaw Pittman LLP and Vijay K. Toke, Pranger Law PC, Ch. 2: The Multiple Factor Test, Practising Law Institute, Likelihood of Confusion in Trademark Law (Second Edition) (April 2026)Vijay K. TokePresentation MaterialSegment PowerPoint: Trademark Infringement PrimerVijay K. Toke Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469391 469391 163 G3208 1:16:02 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/469399?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark registration Trade secrets Technology Taken from the Web Program Recorded June 18, 2026 in New YorkTrademarks in Practice: Searching, Clearance and the Application Process in the United States [01:00:17]An instructional review of how to navigate the trademark prosecution process. After completing this session, participants will be able toUnderstand clearing a mark for use and registration; screening searches and full searchesExamine the scope and relevance of searches: federal, state, & unregistered marks; corporate, business, & domain namesRecall searching practice tips based on analysis of hypothetical markPrepare for conveying results of searches to clientsPrepare applications to pass muster; use-based and intent-to-use applicationsDeal with Examiner refusalsPlan for registration maintenance and renewalsAssess acceptable specimens for applications and maintenance filingsAryn M. EmertThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Borchard and Deborah K. Squires, A Trademark Is Not a Copyright or a Patent (2026 Edition)Deborah K. SquiersIns and Outs of TTAB Proceedings for Brand Owners (April 13, 2026)Deborah K. SquiersPresentation MaterialSegment PowerPoint: Trademarks in Practice: Searching, Clearance and the Application Process in the United StatesAryn M. Emert Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469399 469399 25 G3208 1:00:17 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/469398?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark registration Trade secrets Technology Taken from the Web Program Recorded June 18, 2026 in New YorkTrademarks in Practice: Searching, Clearance and the Application Process in the United States [01:00:17]An instructional review of how to navigate the trademark prosecution process. After completing this session, participants will be able toUnderstand clearing a mark for use and registration; screening searches and full searchesExamine the scope and relevance of searches: federal, state, & unregistered marks; corporate, business, & domain namesRecall searching practice tips based on analysis of hypothetical markPrepare for conveying results of searches to clientsPrepare applications to pass muster; use-based and intent-to-use applicationsDeal with Examiner refusalsPlan for registration maintenance and renewalsAssess acceptable specimens for applications and maintenance filingsAryn M. EmertThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Borchard and Deborah K. Squires, A Trademark Is Not a Copyright or a Patent (2026 Edition)Deborah K. SquiersIns and Outs of TTAB Proceedings for Brand Owners (April 13, 2026)Deborah K. SquiersPresentation MaterialSegment PowerPoint: Trademarks in Practice: Searching, Clearance and the Application Process in the United StatesAryn M. Emert Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469398 469398 98 G3208 1:00:59 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/469397?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark registration Trade secrets Technology Taken from the Web Program Recorded June 18, 2026 in New YorkTrademarks in Practice: Searching, Clearance and the Application Process in the United States [01:00:17]An instructional review of how to navigate the trademark prosecution process. After completing this session, participants will be able toUnderstand clearing a mark for use and registration; screening searches and full searchesExamine the scope and relevance of searches: federal, state, & unregistered marks; corporate, business, & domain namesRecall searching practice tips based on analysis of hypothetical markPrepare for conveying results of searches to clientsPrepare applications to pass muster; use-based and intent-to-use applicationsDeal with Examiner refusalsPlan for registration maintenance and renewalsAssess acceptable specimens for applications and maintenance filingsAryn M. EmertThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Borchard and Deborah K. Squires, A Trademark Is Not a Copyright or a Patent (2026 Edition)Deborah K. SquiersIns and Outs of TTAB Proceedings for Brand Owners (April 13, 2026)Deborah K. SquiersPresentation MaterialSegment PowerPoint: Trademarks in Practice: Searching, Clearance and the Application Process in the United StatesAryn M. Emert Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469397 469397 163 G3208 1:00:59 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/469396?tCode=WTC5_RSS01 Trademarks Trade secrets Regulation, compliance, and enforcement (International law) Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 18, 2026 in New YorkInternational Searching and Filing Strategies [01:00:23]A review of international trademark regulatory bodies, processes and filing tips. After completing this session, participants will be able to:Seek protection in different jurisdictionsUnderstand CTMs and the Madrid Protocol— alternatives to national filingsWork with foreign counsel to clear marksDefine strategies for in-house counsel – assess what marks should be registeredRobert J. EnglishThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Borchard and Deborah K. Squires, A Trademark Is Not a Copyright or a Patent (2026 Edition)Deborah K. SquiersIns and Outs of TTAB Proceedings for Brand Owners (April 13, 2026)Deborah K. SquiersPresentation MaterialSegment PowerPoint: International Searching and Filing StrategiesRobert English Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469396 469396 25 G3208 1:00:23 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/469394?tCode=WTC5_RSS01 Trademarks Trade secrets Regulation, compliance, and enforcement (International law) Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 18, 2026 in New YorkInternational Searching and Filing Strategies [01:00:23]A review of international trademark regulatory bodies, processes and filing tips. After completing this session, participants will be able to:Seek protection in different jurisdictionsUnderstand CTMs and the Madrid Protocol— alternatives to national filingsWork with foreign counsel to clear marksDefine strategies for in-house counsel – assess what marks should be registeredRobert J. EnglishThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Borchard and Deborah K. Squires, A Trademark Is Not a Copyright or a Patent (2026 Edition)Deborah K. SquiersIns and Outs of TTAB Proceedings for Brand Owners (April 13, 2026)Deborah K. SquiersPresentation MaterialSegment PowerPoint: International Searching and Filing StrategiesRobert English Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469394 469394 163 G3208 1:01:05 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/469395?tCode=WTC5_RSS01 Trademarks Trade secrets Regulation, compliance, and enforcement (International law) Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 18, 2026 in New YorkInternational Searching and Filing Strategies [01:00:23]A review of international trademark regulatory bodies, processes and filing tips. After completing this session, participants will be able to:Seek protection in different jurisdictionsUnderstand CTMs and the Madrid Protocol— alternatives to national filingsWork with foreign counsel to clear marksDefine strategies for in-house counsel – assess what marks should be registeredRobert J. EnglishThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Borchard and Deborah K. Squires, A Trademark Is Not a Copyright or a Patent (2026 Edition)Deborah K. SquiersIns and Outs of TTAB Proceedings for Brand Owners (April 13, 2026)Deborah K. SquiersPresentation MaterialSegment PowerPoint: International Searching and Filing StrategiesRobert English Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469395 469395 98 G3208 1:01:05 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/469400?tCode=WTC5_RSS01 Unfair competition Trademarks Trademark registration Trade secrets Technology Taken from the Web Program Recorded June 18, 2026 in New YorkKey Principles of Trademark Law and Unfair Competition [00:01:15]A review of trademark law’s basis tenets and foundations. After completing this session, participants will be able to:Understand likelihood of confusionAssess unfair competition under Section 43(a)Distinguish types of marks and how you protect themRecall common law use and trademark protectionUnderstand use-based filings, registration, and enforcementUnderstand dilution under Section 43(c)Preetha ChakrabartiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Borchard and Deborah K. Squires, A Trademark Is Not a Copyright or a Patent (2026 Edition)Deborah K. SquiersIns and Outs of TTAB Proceedings for Brand Owners (April 13, 2026)Deborah K. SquiersPresentation MaterialSegment PowerPoint: Key Principles of Trademark Law and Unfair CompetitionPreetha ChakrabartiSegment Handout: Key Principles of Trademark Law and Unfair CompetitionPreetha Chakrabarti Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469400 469400 163 G3208 1:20:03 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/469401?tCode=WTC5_RSS01 Unfair competition Trademarks Trademark registration Trade secrets Technology Taken from the Web Program Recorded June 18, 2026 in New YorkKey Principles of Trademark Law and Unfair Competition [00:01:15]A review of trademark law’s basis tenets and foundations. After completing this session, participants will be able to:Understand likelihood of confusionAssess unfair competition under Section 43(a)Distinguish types of marks and how you protect themRecall common law use and trademark protectionUnderstand use-based filings, registration, and enforcementUnderstand dilution under Section 43(c)Preetha ChakrabartiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Borchard and Deborah K. Squires, A Trademark Is Not a Copyright or a Patent (2026 Edition)Deborah K. SquiersIns and Outs of TTAB Proceedings for Brand Owners (April 13, 2026)Deborah K. SquiersPresentation MaterialSegment PowerPoint: Key Principles of Trademark Law and Unfair CompetitionPreetha ChakrabartiSegment Handout: Key Principles of Trademark Law and Unfair CompetitionPreetha Chakrabarti Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469401 469401 98 G3208 1:20:03 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/469402?tCode=WTC5_RSS01 Unfair competition Trademarks Trademark registration Trade secrets Technology Taken from the Web Program Recorded June 18, 2026 in New YorkKey Principles of Trademark Law and Unfair Competition [00:01:15]A review of trademark law’s basis tenets and foundations. After completing this session, participants will be able to:Understand likelihood of confusionAssess unfair competition under Section 43(a)Distinguish types of marks and how you protect themRecall common law use and trademark protectionUnderstand use-based filings, registration, and enforcementUnderstand dilution under Section 43(c)Preetha ChakrabartiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Borchard and Deborah K. Squires, A Trademark Is Not a Copyright or a Patent (2026 Edition)Deborah K. SquiersIns and Outs of TTAB Proceedings for Brand Owners (April 13, 2026)Deborah K. SquiersPresentation MaterialSegment PowerPoint: Key Principles of Trademark Law and Unfair CompetitionPreetha ChakrabartiSegment Handout: Key Principles of Trademark Law and Unfair CompetitionPreetha Chakrabarti Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469402 469402 25 G3208 1:19:21 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/469390?tCode=WTC5_RSS01 Trademarks Regulation, compliance, and enforcement (Intellectual property) Trade secrets Taken from the Web Program Recorded June 18, 2026 in New YorkTrademark Law Hot Topics in the U.S. [01:00:25]An up-to-date review of the major trademark cases and issues shaping the practice. After completing this session, participants will be able to:Analyze the intersection of trademark law and the First AmendmentImplementation of the Trademark Modernization ActDiscuss NFT and Metaverse filing and enforcementReview selected trademark law decisions and practical implications for trademark practiceJoshua R. BresslerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Borchard and Deborah K. Squires, A Trademark Is Not a Copyright or a Patent (2026 Edition)Deborah K. SquiersPresentation MaterialSegment PowerPoint: Trademark Law Hot Topics in the U.S.Joshua R. Bressler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469390 469390 25 G3208 1:00:26 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/469389?tCode=WTC5_RSS01 Trademarks Regulation, compliance, and enforcement (Intellectual property) Trade secrets Taken from the Web Program Recorded June 18, 2026 in New YorkTrademark Law Hot Topics in the U.S. [01:00:25]An up-to-date review of the major trademark cases and issues shaping the practice. After completing this session, participants will be able to:Analyze the intersection of trademark law and the First AmendmentImplementation of the Trademark Modernization ActDiscuss NFT and Metaverse filing and enforcementReview selected trademark law decisions and practical implications for trademark practiceJoshua R. BresslerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Borchard and Deborah K. Squires, A Trademark Is Not a Copyright or a Patent (2026 Edition)Deborah K. SquiersPresentation MaterialSegment PowerPoint: Trademark Law Hot Topics in the U.S.Joshua R. Bressler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469389 469389 98 G3208 1:01:07 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/469388?tCode=WTC5_RSS01 Trademarks Regulation, compliance, and enforcement (Intellectual property) Trade secrets Taken from the Web Program Recorded June 18, 2026 in New YorkTrademark Law Hot Topics in the U.S. [01:00:25]An up-to-date review of the major trademark cases and issues shaping the practice. After completing this session, participants will be able to:Analyze the intersection of trademark law and the First AmendmentImplementation of the Trademark Modernization ActDiscuss NFT and Metaverse filing and enforcementReview selected trademark law decisions and practical implications for trademark practiceJoshua R. BresslerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Borchard and Deborah K. Squires, A Trademark Is Not a Copyright or a Patent (2026 Edition)Deborah K. SquiersPresentation MaterialSegment PowerPoint: Trademark Law Hot Topics in the U.S.Joshua R. Bressler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469388 469388 163 G3208 1:01:07 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/444120?tCode=WTC5_RSS01 Private equity Mergers and acquisitions Due diligence (Mergers and acquisitions) Private companies Acquisitions and dispositions Our experienced faculty will walk you through all of the steps associated with acquiring and selling a privately held company, whether it is a large independent corporation, a division or subsidiary of a large public company, or a smaller venture capital-backed or family-owned entrepreneurial enterprise. You will learn about the special issues that apply when a private equity firm is the buyer or owns the target company, and about the techniques and strategies that are essential to successful negotiations. You will also gain an understanding of the key employee benefits, labor and employment, and intellectual property issues that arise and how to address them. Plus, you will learn about special diligence concerns involving international deals, including FCPA, AML, tax, and labor issues. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444120 444120 32 G3139 13:56:56 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/444125?tCode=WTC5_RSS01 Private equity Mergers and acquisitions Due diligence (Mergers and acquisitions) Private companies Acquisitions and dispositions Our experienced faculty will walk you through all of the steps associated with acquiring and selling a privately held company, whether it is a large independent corporation, a division or subsidiary of a large public company, or a smaller venture capital-backed or family-owned entrepreneurial enterprise. You will learn about the special issues that apply when a private equity firm is the buyer or owns the target company, and about the techniques and strategies that are essential to successful negotiations. You will also gain an understanding of the key employee benefits, labor and employment, and intellectual property issues that arise and how to address them. Plus, you will learn about special diligence concerns involving international deals, including FCPA, AML, tax, and labor issues. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444125 444125 32 G3139 12:55:41 https://www.pli.edu/programs/specialized-deposition-techniques/442355?tCode=WTC5_RSS01 Litigation Depositions Practice skills (Litigation) Pre-trial procedure Witness preparation Given the importance of depositions to litigation, it is important that litigation attorneys know how to identify and exploit the opportunities they present and are prepared to handle the special situations that can arise during depositions. This program covers a range of topics and scenarios that can challenge even the most seasoned litigators. Our faculty of experienced litigators and deposition experts will present approaches for handling some of the thorniest challenges. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442355 442355 32 G3081 3:10:15 https://www.pli.edu/programs/who-should-own-records-management/461662?tCode=WTC5_RSS01 Cybersecurity and data protection Professional development Technology Regulation, compliance, and enforcement (Technology) Legal suggests that because most of the company’s records are electronic, IT should own (and pay) for records management. IT points out that records compliance requirements are driven by legal and regulatory requirements and therefore the legal group should own it. It seems like everyone agrees the company should have a robust program, but no group actually wants to own records management.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461662 461662 104 G5735 1:02:51 https://www.pli.edu/programs/who-should-own-records-management/467161?tCode=WTC5_RSS01 Cybersecurity and data protection Professional development Technology Regulation, compliance, and enforcement (Technology) Legal suggests that because most of the company’s records are electronic, IT should own (and pay) for records management. IT points out that records compliance requirements are driven by legal and regulatory requirements and therefore the legal group should own it. It seems like everyone agrees the company should have a robust program, but no group actually wants to own records management.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467161 467161 98 G5735 1:03:33 https://www.pli.edu/programs/who-should-own-records-management/467160?tCode=WTC5_RSS01 Cybersecurity and data protection Professional development Technology Regulation, compliance, and enforcement (Technology) Legal suggests that because most of the company’s records are electronic, IT should own (and pay) for records management. IT points out that records compliance requirements are driven by legal and regulatory requirements and therefore the legal group should own it. It seems like everyone agrees the company should have a robust program, but no group actually wants to own records management.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467160 467160 163 G5735 1:03:33 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469306?tCode=WTC5_RSS01 Indemnification clauses Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkIndemnification and Division / Subsidiary Issues in Private Acquisitions or Sales [01:30:26]Indemnification Issues  After attending this presentation, participants will be able to analyze techniques and issues in negotiating indemnification provisions, including: “Baskets” “Caps” Partial indemnification “Sandbagging” Survival of warranties Control of defense of claims Director protective provisions Exclusive or nonexclusive remedy Symmetry Special Issues Involved in Acquiring Divisions or Subsidiaries of Larger Companies After watching this presentation, participants will be able to assess the key issues to address when acquiring or selling divisions or subsidiaries of larger companies, including: Identifying and allocating business assets and shared assets, facilities and services  Determining proper structures for carve-outs of divisions or subsidiaries business  Creating post-closing arrangements to facilitate the transaction’s success (including determining relevant working capital, retaining key employees, generating business, continued business relationships, etc.) The need for separate financial statements Morgan McDevitt, William B. SorabellaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Outline of Special Issues Involved in Acquiring Divisions or Subsidiaries of Larger Companies (2026)Ari LaninAcquiring or Selling the Privately Held Company 2026: Indemnification Issues (2026)Morgan D. McDevittPresentation MaterialSegment PPT: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesMorgan D. McDevittSegment PPT: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesWilliam B. Sorabella Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469306 469306 25 G3139 1:30:26 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469318?tCode=WTC5_RSS01 Indemnification clauses Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkIndemnification and Division / Subsidiary Issues in Private Acquisitions or Sales [01:30:26]Indemnification Issues  After attending this presentation, participants will be able to analyze techniques and issues in negotiating indemnification provisions, including: “Baskets” “Caps” Partial indemnification “Sandbagging” Survival of warranties Control of defense of claims Director protective provisions Exclusive or nonexclusive remedy Symmetry Special Issues Involved in Acquiring Divisions or Subsidiaries of Larger Companies After watching this presentation, participants will be able to assess the key issues to address when acquiring or selling divisions or subsidiaries of larger companies, including: Identifying and allocating business assets and shared assets, facilities and services  Determining proper structures for carve-outs of divisions or subsidiaries business  Creating post-closing arrangements to facilitate the transaction’s success (including determining relevant working capital, retaining key employees, generating business, continued business relationships, etc.) The need for separate financial statements Morgan McDevitt, William B. SorabellaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Outline of Special Issues Involved in Acquiring Divisions or Subsidiaries of Larger Companies (2026)Ari LaninAcquiring or Selling the Privately Held Company 2026: Indemnification Issues (2026)Morgan D. McDevittPresentation MaterialSegment PPT: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesMorgan D. McDevittSegment PPT: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesWilliam B. Sorabella Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469318 469318 98 G3139 1:31:08 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469319?tCode=WTC5_RSS01 Indemnification clauses Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkIndemnification and Division / Subsidiary Issues in Private Acquisitions or Sales [01:30:26]Indemnification Issues  After attending this presentation, participants will be able to analyze techniques and issues in negotiating indemnification provisions, including: “Baskets” “Caps” Partial indemnification “Sandbagging” Survival of warranties Control of defense of claims Director protective provisions Exclusive or nonexclusive remedy Symmetry Special Issues Involved in Acquiring Divisions or Subsidiaries of Larger Companies After watching this presentation, participants will be able to assess the key issues to address when acquiring or selling divisions or subsidiaries of larger companies, including: Identifying and allocating business assets and shared assets, facilities and services  Determining proper structures for carve-outs of divisions or subsidiaries business  Creating post-closing arrangements to facilitate the transaction’s success (including determining relevant working capital, retaining key employees, generating business, continued business relationships, etc.) The need for separate financial statements Morgan McDevitt, William B. SorabellaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Outline of Special Issues Involved in Acquiring Divisions or Subsidiaries of Larger Companies (2026)Ari LaninAcquiring or Selling the Privately Held Company 2026: Indemnification Issues (2026)Morgan D. McDevittPresentation MaterialSegment PPT: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesMorgan D. McDevittSegment PPT: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesWilliam B. Sorabella Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469319 469319 163 G3139 1:31:08 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469324?tCode=WTC5_RSS01 Mergers and acquisitions Private companies Employee benefits Executive compensation Equity instruments Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkSpecialty Areas: Labor and Employment / Executive Compensation and Employee Benefits [00:01:30]Labor and Employment After completing this session, participants will be able to:  Assess key employment/labor differences in stock vs. asset transactions  Appreciate key diligence issues to focus on Analyze business restructuring: discrimination issues, severance pay, and waivers/releases Review contracts, including severance and restrictive covenant agreements Determine potential union issues Understand WARN notice issues Evaluate risks/liabilities – what to watch for (including pandemic-related issues) Executive Compensation and Employee Benefits After completing this session, participants will be able to: Identify key executive compensation and employee benefit liabilities Understand the treatment of equity compensation Analyze section 280G and the private company exception Assess compensation and benefits considerations in transaction agreements Differentiate key employee benefit in stock vs asset transactions Evaluate retention and integrationHRCI/SHRM credit for Human Resources Professionals  August W. Heckman III, Ekaterina NapalkovaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:20 C.F.R. § 639, Title 20—Employees’ Benefits, Chapter V—Employment and Training Administration, Department of Labor (2026)Justin F. CapuanoAcquiring or Selling the Privately Held Company 2026: Labor and Employment Issus in Mergers and Acquisitions (2026)Sara W. DaveyPresentation MaterialSpecialty Areas: Labor and Employment / Executive Compensation and Employee BenefitsAugust W. Heckman IIISegment PPT: Specialty Areas: Labor and Employment / Executive Compensation and Employee BenefitsEkaterina Napalkova Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469324 469324 98 G3139 1:30:15 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469309?tCode=WTC5_RSS01 Mergers and acquisitions Private companies Employee benefits Executive compensation Equity instruments Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkSpecialty Areas: Labor and Employment / Executive Compensation and Employee Benefits [00:01:30]Labor and Employment After completing this session, participants will be able to:  Assess key employment/labor differences in stock vs. asset transactions  Appreciate key diligence issues to focus on Analyze business restructuring: discrimination issues, severance pay, and waivers/releases Review contracts, including severance and restrictive covenant agreements Determine potential union issues Understand WARN notice issues Evaluate risks/liabilities – what to watch for (including pandemic-related issues) Executive Compensation and Employee Benefits After completing this session, participants will be able to: Identify key executive compensation and employee benefit liabilities Understand the treatment of equity compensation Analyze section 280G and the private company exception Assess compensation and benefits considerations in transaction agreements Differentiate key employee benefit in stock vs asset transactions Evaluate retention and integrationHRCI/SHRM credit for Human Resources Professionals  August W. Heckman III, Ekaterina NapalkovaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:20 C.F.R. § 639, Title 20—Employees’ Benefits, Chapter V—Employment and Training Administration, Department of Labor (2026)Justin F. CapuanoAcquiring or Selling the Privately Held Company 2026: Labor and Employment Issus in Mergers and Acquisitions (2026)Sara W. DaveyPresentation MaterialSpecialty Areas: Labor and Employment / Executive Compensation and Employee BenefitsAugust W. Heckman IIISegment PPT: Specialty Areas: Labor and Employment / Executive Compensation and Employee BenefitsEkaterina Napalkova Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469309 469309 25 G3139 1:29:33 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469325?tCode=WTC5_RSS01 Mergers and acquisitions Private companies Employee benefits Executive compensation Equity instruments Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkSpecialty Areas: Labor and Employment / Executive Compensation and Employee Benefits [00:01:30]Labor and Employment After completing this session, participants will be able to:  Assess key employment/labor differences in stock vs. asset transactions  Appreciate key diligence issues to focus on Analyze business restructuring: discrimination issues, severance pay, and waivers/releases Review contracts, including severance and restrictive covenant agreements Determine potential union issues Understand WARN notice issues Evaluate risks/liabilities – what to watch for (including pandemic-related issues) Executive Compensation and Employee Benefits After completing this session, participants will be able to: Identify key executive compensation and employee benefit liabilities Understand the treatment of equity compensation Analyze section 280G and the private company exception Assess compensation and benefits considerations in transaction agreements Differentiate key employee benefit in stock vs asset transactions Evaluate retention and integrationHRCI/SHRM credit for Human Resources Professionals  August W. Heckman III, Ekaterina NapalkovaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:20 C.F.R. § 639, Title 20—Employees’ Benefits, Chapter V—Employment and Training Administration, Department of Labor (2026)Justin F. CapuanoAcquiring or Selling the Privately Held Company 2026: Labor and Employment Issus in Mergers and Acquisitions (2026)Sara W. DaveyPresentation MaterialSpecialty Areas: Labor and Employment / Executive Compensation and Employee BenefitsAugust W. Heckman IIISegment PPT: Specialty Areas: Labor and Employment / Executive Compensation and Employee BenefitsEkaterina Napalkova Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469325 469325 163 G3139 1:30:15 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469321?tCode=WTC5_RSS01 Merger guidelines Contractual terms (Corporate contracts) Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkAnalysis of Form of Acquisition Agreement – Part II [00:01:15]After completing this session, participants will be able to:   Analyze a form agreement and principal sections from both the buyer’s and seller’s perspectives Evaluate representations and warranties Appreciate the conduct of business prior to closing Assess conditions precedent to closing Understand seller’s disclosure schedules Determine key differences between stock and assets purchase agreements Robert W. Dickey, Allison B. SchiffmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Asset Purchase Agreement (2026)Robert W. DickeyPurchase and Sale Agreement (February 3, 2020)Robert W. DickeyPresentation MaterialAnalysis of Form of Acquisition Agreement – Part IIRobert W. Dickey, Allison B. Schiffman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469321 469321 163 G3139 1:13:59 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469307?tCode=WTC5_RSS01 Merger guidelines Contractual terms (Corporate contracts) Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkAnalysis of Form of Acquisition Agreement – Part II [00:01:15]After completing this session, participants will be able to:   Analyze a form agreement and principal sections from both the buyer’s and seller’s perspectives Evaluate representations and warranties Appreciate the conduct of business prior to closing Assess conditions precedent to closing Understand seller’s disclosure schedules Determine key differences between stock and assets purchase agreements Robert W. Dickey, Allison B. SchiffmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Asset Purchase Agreement (2026)Robert W. DickeyPurchase and Sale Agreement (February 3, 2020)Robert W. DickeyPresentation MaterialAnalysis of Form of Acquisition Agreement – Part IIRobert W. Dickey, Allison B. Schiffman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469307 469307 25 G3139 1:13:17 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469320?tCode=WTC5_RSS01 Merger guidelines Contractual terms (Corporate contracts) Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkAnalysis of Form of Acquisition Agreement – Part II [00:01:15]After completing this session, participants will be able to:   Analyze a form agreement and principal sections from both the buyer’s and seller’s perspectives Evaluate representations and warranties Appreciate the conduct of business prior to closing Assess conditions precedent to closing Understand seller’s disclosure schedules Determine key differences between stock and assets purchase agreements Robert W. Dickey, Allison B. SchiffmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Asset Purchase Agreement (2026)Robert W. DickeyPurchase and Sale Agreement (February 3, 2020)Robert W. DickeyPresentation MaterialAnalysis of Form of Acquisition Agreement – Part IIRobert W. Dickey, Allison B. Schiffman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469320 469320 98 G3139 1:13:59 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469315?tCode=WTC5_RSS01 Mergers and acquisitions Private companies Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Contract drafting and negotiation Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkEthics in Negotiating and Documenting Private Transactions [00:01:00]After completing this session, participants will be able to:  Understand who the client is and addressing recurring conflicts of interest Appreciate candor in negotiations: advocacy, deceit and fairness Evaluate disclosure of confidences and secrets Understand what to do regarding inadvertently disclosed information Communicate with represented parties Understand the implications of recording phone calls or meetings Ellen Hayes, Michael TraubeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The State Bar of California, Standing Committee on Professional Responsibility and Conduct, Formal Opinion 2015-194 (2015)Matthew M. DeljaThe Association of the Bar of the City of New York, Committee on Professional and Judicial Ethics, Formal Opinion 2007-1: Applicability of DR 7-104 (The “No-Contact Rule”) to Contacts with In-House Counsel (2007)Matthew M. DeljaThe Association of the Bar of the City of New York, Committee on Professional Ethics, Formal Opinion 2022-3: Copying Clients on Email Communications with Other Counsel (2023)Matthew M. DeljaOpinion and Order, Oklahoma Firefighters Pension and Retirement System v. Musk, 786 F.Supp.3d 635 (S.D.N.Y. 2025)Ellen L. HayesCoast Marine Company Limited v. Holland & Knight LLP, Doc. No. 20 (N.Y. 2025)Ellen L. HayesDecision and Order, Coast Marine Company Limited v. Holland & Knight LLP, Index No. 650051/2025 (N.Y. 2025)Ellen L. HayesDe Meo v. Cooley LLP, 115 Cal.App.5th 17 (Cal. Ct. App. 2025)Ellen L. HayesMemorandum Order, Inspire Medical Systems Inc. v. Nyxoah, Inc., C.A. No. 25-667-RGA (D. Del. 2025)Ellen L. HayesThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2024-5: Ethical Obligations of Lawyers and Law Firms Relating to the Use of Generative Artificial Intelligence in the Practice of Law (2024)Ellen L. HayesThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2025-6: Ethical Issues Affecting Use of AI to Record, Transcribe, and Summarize Conversations with Clients (2025)Ellen L. HayesPresentation MaterialSegment PPT: Ethics in Negotiating and Documenting Private Transactions Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469315 469315 163 G3139 1:01:33 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469314?tCode=WTC5_RSS01 Mergers and acquisitions Private companies Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Contract drafting and negotiation Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkEthics in Negotiating and Documenting Private Transactions [00:01:00]After completing this session, participants will be able to:  Understand who the client is and addressing recurring conflicts of interest Appreciate candor in negotiations: advocacy, deceit and fairness Evaluate disclosure of confidences and secrets Understand what to do regarding inadvertently disclosed information Communicate with represented parties Understand the implications of recording phone calls or meetings Ellen Hayes, Michael TraubeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The State Bar of California, Standing Committee on Professional Responsibility and Conduct, Formal Opinion 2015-194 (2015)Matthew M. DeljaThe Association of the Bar of the City of New York, Committee on Professional and Judicial Ethics, Formal Opinion 2007-1: Applicability of DR 7-104 (The “No-Contact Rule”) to Contacts with In-House Counsel (2007)Matthew M. DeljaThe Association of the Bar of the City of New York, Committee on Professional Ethics, Formal Opinion 2022-3: Copying Clients on Email Communications with Other Counsel (2023)Matthew M. DeljaOpinion and Order, Oklahoma Firefighters Pension and Retirement System v. Musk, 786 F.Supp.3d 635 (S.D.N.Y. 2025)Ellen L. HayesCoast Marine Company Limited v. Holland & Knight LLP, Doc. No. 20 (N.Y. 2025)Ellen L. HayesDecision and Order, Coast Marine Company Limited v. Holland & Knight LLP, Index No. 650051/2025 (N.Y. 2025)Ellen L. HayesDe Meo v. Cooley LLP, 115 Cal.App.5th 17 (Cal. Ct. App. 2025)Ellen L. HayesMemorandum Order, Inspire Medical Systems Inc. v. Nyxoah, Inc., C.A. No. 25-667-RGA (D. Del. 2025)Ellen L. HayesThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2024-5: Ethical Obligations of Lawyers and Law Firms Relating to the Use of Generative Artificial Intelligence in the Practice of Law (2024)Ellen L. HayesThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2025-6: Ethical Issues Affecting Use of AI to Record, Transcribe, and Summarize Conversations with Clients (2025)Ellen L. HayesPresentation MaterialSegment PPT: Ethics in Negotiating and Documenting Private Transactions Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469314 469314 98 G3139 1:01:34 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469304?tCode=WTC5_RSS01 Mergers and acquisitions Private companies Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Contract drafting and negotiation Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkEthics in Negotiating and Documenting Private Transactions [00:01:00]After completing this session, participants will be able to:  Understand who the client is and addressing recurring conflicts of interest Appreciate candor in negotiations: advocacy, deceit and fairness Evaluate disclosure of confidences and secrets Understand what to do regarding inadvertently disclosed information Communicate with represented parties Understand the implications of recording phone calls or meetings Ellen Hayes, Michael TraubeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The State Bar of California, Standing Committee on Professional Responsibility and Conduct, Formal Opinion 2015-194 (2015)Matthew M. DeljaThe Association of the Bar of the City of New York, Committee on Professional and Judicial Ethics, Formal Opinion 2007-1: Applicability of DR 7-104 (The “No-Contact Rule”) to Contacts with In-House Counsel (2007)Matthew M. DeljaThe Association of the Bar of the City of New York, Committee on Professional Ethics, Formal Opinion 2022-3: Copying Clients on Email Communications with Other Counsel (2023)Matthew M. DeljaOpinion and Order, Oklahoma Firefighters Pension and Retirement System v. Musk, 786 F.Supp.3d 635 (S.D.N.Y. 2025)Ellen L. HayesCoast Marine Company Limited v. Holland & Knight LLP, Doc. No. 20 (N.Y. 2025)Ellen L. HayesDecision and Order, Coast Marine Company Limited v. Holland & Knight LLP, Index No. 650051/2025 (N.Y. 2025)Ellen L. HayesDe Meo v. Cooley LLP, 115 Cal.App.5th 17 (Cal. Ct. App. 2025)Ellen L. HayesMemorandum Order, Inspire Medical Systems Inc. v. Nyxoah, Inc., C.A. No. 25-667-RGA (D. Del. 2025)Ellen L. HayesThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2024-5: Ethical Obligations of Lawyers and Law Firms Relating to the Use of Generative Artificial Intelligence in the Practice of Law (2024)Ellen L. HayesThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2025-6: Ethical Issues Affecting Use of AI to Record, Transcribe, and Summarize Conversations with Clients (2025)Ellen L. HayesPresentation MaterialSegment PPT: Ethics in Negotiating and Documenting Private Transactions Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469304 469304 25 G3139 1:00:51 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469326?tCode=WTC5_RSS01 Mergers and acquisitions Spin-offs Intellectual property Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkSpecialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual Property [00:01:30]International Aspects After completing this session, participants will be able to:  Evaluate special diligence concerns, including FCPA, AML, tax and labor issues Determine structuring to acquire (and perhaps later sell) a non-U.S. company Avoid common drafting pitfalls when non-U.S. laws govern part or all of a deal Contemplate dispute settlement alternatives in the cross-border context Assess execution formalities in certain jurisdictions and why they matter Intellectual Property After completing this session, participants will be able to discuss issues specific to intellectual property (topics may vary by city) including: Preliminary steps – the IP audit Conducting IP diligence  Issues based on the type of IP Data privacy compliance issues Representations and warranties Covenants and closing conditions Sale of a division, spin-off, etc. Closing and post-closing issuesIAPP Privacy credit for Privacy Professionals   Stephen D. Bohrer, David Clark, Jia Jia HuangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cross-Border Private M&A Checklist (February 2026)Stephen D. BohrerAcquiring or Selling the Privately Held Company 2026: Intellectual Property Considerations (February 28, 2026)Jia Jia HuangPresentation MaterialSegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyStephen D. Bohrer, David R. ClarkSegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyJia Jia HuangSegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyStephen D. Bohrer, David R. Clark Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469326 469326 98 G3139 1:31:02 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469327?tCode=WTC5_RSS01 Mergers and acquisitions Spin-offs Intellectual property Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkSpecialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual Property [00:01:30]International Aspects After completing this session, participants will be able to:  Evaluate special diligence concerns, including FCPA, AML, tax and labor issues Determine structuring to acquire (and perhaps later sell) a non-U.S. company Avoid common drafting pitfalls when non-U.S. laws govern part or all of a deal Contemplate dispute settlement alternatives in the cross-border context Assess execution formalities in certain jurisdictions and why they matter Intellectual Property After completing this session, participants will be able to discuss issues specific to intellectual property (topics may vary by city) including: Preliminary steps – the IP audit Conducting IP diligence  Issues based on the type of IP Data privacy compliance issues Representations and warranties Covenants and closing conditions Sale of a division, spin-off, etc. Closing and post-closing issuesIAPP Privacy credit for Privacy Professionals   Stephen D. Bohrer, David Clark, Jia Jia HuangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cross-Border Private M&A Checklist (February 2026)Stephen D. BohrerAcquiring or Selling the Privately Held Company 2026: Intellectual Property Considerations (February 28, 2026)Jia Jia HuangPresentation MaterialSegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyStephen D. Bohrer, David R. ClarkSegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyJia Jia HuangSegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyStephen D. Bohrer, David R. Clark Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469327 469327 163 G3139 1:31:02 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469310?tCode=WTC5_RSS01 Mergers and acquisitions Spin-offs Intellectual property Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkSpecialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual Property [00:01:30]International Aspects After completing this session, participants will be able to:  Evaluate special diligence concerns, including FCPA, AML, tax and labor issues Determine structuring to acquire (and perhaps later sell) a non-U.S. company Avoid common drafting pitfalls when non-U.S. laws govern part or all of a deal Contemplate dispute settlement alternatives in the cross-border context Assess execution formalities in certain jurisdictions and why they matter Intellectual Property After completing this session, participants will be able to discuss issues specific to intellectual property (topics may vary by city) including: Preliminary steps – the IP audit Conducting IP diligence  Issues based on the type of IP Data privacy compliance issues Representations and warranties Covenants and closing conditions Sale of a division, spin-off, etc. Closing and post-closing issuesIAPP Privacy credit for Privacy Professionals   Stephen D. Bohrer, David Clark, Jia Jia HuangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cross-Border Private M&A Checklist (February 2026)Stephen D. BohrerAcquiring or Selling the Privately Held Company 2026: Intellectual Property Considerations (February 28, 2026)Jia Jia HuangPresentation MaterialSegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyStephen D. Bohrer, David R. ClarkSegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyJia Jia HuangSegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyStephen D. Bohrer, David R. Clark Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469310 469310 25 G3139 1:30:20 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469323?tCode=WTC5_RSS01 Merger guidelines Contractual terms (Corporate contracts) Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkAnalysis of Form of Acquisition Agreement – Part I [00:01:30]After completing this session, participants will be able to:   Analyze a form agreement and principal sections from both the buyer’s and seller’s perspectives Evaluate representations and warranties Appreciate the conduct of business prior to closing Assess conditions precedent to closing Understand seller’s disclosure schedules Determine key differences between stock and assets purchase agreements Robert W. Dickey, Allison B. SchiffmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Agreement and Plan of Merger (2026)Scott A. AnthonyPresentation MaterialSegment PPT: Analysis of Form of Acquisition Agreement – Part I Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469323 469323 163 G3139 1:30:29 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469308?tCode=WTC5_RSS01 Merger guidelines Contractual terms (Corporate contracts) Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkAnalysis of Form of Acquisition Agreement – Part I [00:01:30]After completing this session, participants will be able to:   Analyze a form agreement and principal sections from both the buyer’s and seller’s perspectives Evaluate representations and warranties Appreciate the conduct of business prior to closing Assess conditions precedent to closing Understand seller’s disclosure schedules Determine key differences between stock and assets purchase agreements Robert W. Dickey, Allison B. SchiffmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Agreement and Plan of Merger (2026)Scott A. AnthonyPresentation MaterialSegment PPT: Analysis of Form of Acquisition Agreement – Part I Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469308 469308 25 G3139 1:29:47 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469322?tCode=WTC5_RSS01 Merger guidelines Contractual terms (Corporate contracts) Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkAnalysis of Form of Acquisition Agreement – Part I [00:01:30]After completing this session, participants will be able to:   Analyze a form agreement and principal sections from both the buyer’s and seller’s perspectives Evaluate representations and warranties Appreciate the conduct of business prior to closing Assess conditions precedent to closing Understand seller’s disclosure schedules Determine key differences between stock and assets purchase agreements Robert W. Dickey, Allison B. SchiffmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Agreement and Plan of Merger (2026)Scott A. AnthonyPresentation MaterialSegment PPT: Analysis of Form of Acquisition Agreement – Part I Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469322 469322 98 G3139 1:30:29 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469312?tCode=WTC5_RSS01 Financing Letters of intent Mergers and acquisitions Due diligence (Mergers and acquisitions) Private companies Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkGeneral Business Considerations and Letters of Intent in Private Acquisitions or Sales [01:34:29]General Business Considerations Brief summary of the financial and business considerations applicable to the acquisition or sale of a privately held company, including: Valuation analysis The art and science of the sale process The role of a financial adviser and financing issues Letters of Intent and Other Preliminary Considerations for Private Acquisitions or Sales  After completing this session, participants will be able to:  Analyze the elements and purposes of a letter of intent Determine the advantages and disadvantages in using a letter of intent Assess the impact on negotiating strategy and bargaining leverage Evaluate early deal considerations and planning issues Richard T. Ross, Benjamin E. WallaceThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Letters of Intent—Preliminary Considerations for Private Transactions (2026)Remsen M. KinneGoldman Sachs, Private Company M&A (February 20, 2026) (PowerPoint slides)Benjamin E. WallacePresentation MaterialSegment PPT: General Business Considerations and Letters of Intent in Private Acquisitions or SalesBenjamin E. WallaceSegment PPT: General Business Considerations and Letters of Intent in Private Acquisitions or SalesRichard T. Ross Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469312 469312 25 G3139 1:34:29 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469331?tCode=WTC5_RSS01 Financing Letters of intent Mergers and acquisitions Due diligence (Mergers and acquisitions) Private companies Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkGeneral Business Considerations and Letters of Intent in Private Acquisitions or Sales [01:34:29]General Business Considerations Brief summary of the financial and business considerations applicable to the acquisition or sale of a privately held company, including: Valuation analysis The art and science of the sale process The role of a financial adviser and financing issues Letters of Intent and Other Preliminary Considerations for Private Acquisitions or Sales  After completing this session, participants will be able to:  Analyze the elements and purposes of a letter of intent Determine the advantages and disadvantages in using a letter of intent Assess the impact on negotiating strategy and bargaining leverage Evaluate early deal considerations and planning issues Richard T. Ross, Benjamin E. WallaceThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Letters of Intent—Preliminary Considerations for Private Transactions (2026)Remsen M. KinneGoldman Sachs, Private Company M&A (February 20, 2026) (PowerPoint slides)Benjamin E. WallacePresentation MaterialSegment PPT: General Business Considerations and Letters of Intent in Private Acquisitions or SalesBenjamin E. WallaceSegment PPT: General Business Considerations and Letters of Intent in Private Acquisitions or SalesRichard T. Ross Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469331 469331 163 G3139 1:35:11 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469330?tCode=WTC5_RSS01 Financing Letters of intent Mergers and acquisitions Due diligence (Mergers and acquisitions) Private companies Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkGeneral Business Considerations and Letters of Intent in Private Acquisitions or Sales [01:34:29]General Business Considerations Brief summary of the financial and business considerations applicable to the acquisition or sale of a privately held company, including: Valuation analysis The art and science of the sale process The role of a financial adviser and financing issues Letters of Intent and Other Preliminary Considerations for Private Acquisitions or Sales  After completing this session, participants will be able to:  Analyze the elements and purposes of a letter of intent Determine the advantages and disadvantages in using a letter of intent Assess the impact on negotiating strategy and bargaining leverage Evaluate early deal considerations and planning issues Richard T. Ross, Benjamin E. WallaceThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Letters of Intent—Preliminary Considerations for Private Transactions (2026)Remsen M. KinneGoldman Sachs, Private Company M&A (February 20, 2026) (PowerPoint slides)Benjamin E. WallacePresentation MaterialSegment PPT: General Business Considerations and Letters of Intent in Private Acquisitions or SalesBenjamin E. WallaceSegment PPT: General Business Considerations and Letters of Intent in Private Acquisitions or SalesRichard T. Ross Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469330 469330 98 G3139 1:35:11 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469305?tCode=WTC5_RSS01 Fiduciary responsibilities (Board of directors) Shareholders (Corporate governance) Mergers and acquisitions Private companies Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkEarn-outs and Fiduciary Duties in Private Transactions [01:28:25]Structuring and Negotiating Earn-Outs  After attending this presentation, participants will be able to analyze the problems that arise in the context of structuring and drafting contingent consideration, or earn-out, arrangements in a transaction: Formulas Disputes Accounting and tax issues Effect on indemnification Fiduciary Duties of Directors and Majority Shareholders  After attending this presentation, participants will be able to assess the duty of controlling and majority stockholders to minority holders in: Business combinations/sales/mergers Squeeze outs Transactions with affiliated entities Scott B. Crofton, Luke LaumannThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Scott Crofton, Jacob Croke and Andrew Lin, Law360, Tips from Del. Decision Nixing Major Earnout Damages Award (February 11, 2026)Scott CroftonRonit Berkovich and Teddy Cohan., Weil, Gotshal & Manges LLP, Warning to Directors of Selling Companies: Breach of Fiduciary Duty Liability May Exist for Failure to Investigate and Ensure Solvency of Company Post-Closing and Propriety and Effect of All Related Transactions (But You Can Protect Yourself) (December 18, 2020)Luke LaumannPresentation MaterialSegment PPT: Earn-outs and Fiduciary Duties in Private TransactionsScott CroftonSegment PPT: Earn-outs and Fiduciary Duties in Private TransactionsLuke Laumann Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469305 469305 25 G3139 1:28:25 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469317?tCode=WTC5_RSS01 Fiduciary responsibilities (Board of directors) Shareholders (Corporate governance) Mergers and acquisitions Private companies Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkEarn-outs and Fiduciary Duties in Private Transactions [01:28:25]Structuring and Negotiating Earn-Outs  After attending this presentation, participants will be able to analyze the problems that arise in the context of structuring and drafting contingent consideration, or earn-out, arrangements in a transaction: Formulas Disputes Accounting and tax issues Effect on indemnification Fiduciary Duties of Directors and Majority Shareholders  After attending this presentation, participants will be able to assess the duty of controlling and majority stockholders to minority holders in: Business combinations/sales/mergers Squeeze outs Transactions with affiliated entities Scott B. Crofton, Luke LaumannThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Scott Crofton, Jacob Croke and Andrew Lin, Law360, Tips from Del. Decision Nixing Major Earnout Damages Award (February 11, 2026)Scott CroftonRonit Berkovich and Teddy Cohan., Weil, Gotshal & Manges LLP, Warning to Directors of Selling Companies: Breach of Fiduciary Duty Liability May Exist for Failure to Investigate and Ensure Solvency of Company Post-Closing and Propriety and Effect of All Related Transactions (But You Can Protect Yourself) (December 18, 2020)Luke LaumannPresentation MaterialSegment PPT: Earn-outs and Fiduciary Duties in Private TransactionsScott CroftonSegment PPT: Earn-outs and Fiduciary Duties in Private TransactionsLuke Laumann Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469317 469317 163 G3139 1:29:07 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469316?tCode=WTC5_RSS01 Fiduciary responsibilities (Board of directors) Shareholders (Corporate governance) Mergers and acquisitions Private companies Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkEarn-outs and Fiduciary Duties in Private Transactions [01:28:25]Structuring and Negotiating Earn-Outs  After attending this presentation, participants will be able to analyze the problems that arise in the context of structuring and drafting contingent consideration, or earn-out, arrangements in a transaction: Formulas Disputes Accounting and tax issues Effect on indemnification Fiduciary Duties of Directors and Majority Shareholders  After attending this presentation, participants will be able to assess the duty of controlling and majority stockholders to minority holders in: Business combinations/sales/mergers Squeeze outs Transactions with affiliated entities Scott B. Crofton, Luke LaumannThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Scott Crofton, Jacob Croke and Andrew Lin, Law360, Tips from Del. Decision Nixing Major Earnout Damages Award (February 11, 2026)Scott CroftonRonit Berkovich and Teddy Cohan., Weil, Gotshal & Manges LLP, Warning to Directors of Selling Companies: Breach of Fiduciary Duty Liability May Exist for Failure to Investigate and Ensure Solvency of Company Post-Closing and Propriety and Effect of All Related Transactions (But You Can Protect Yourself) (December 18, 2020)Luke LaumannPresentation MaterialSegment PPT: Earn-outs and Fiduciary Duties in Private TransactionsScott CroftonSegment PPT: Earn-outs and Fiduciary Duties in Private TransactionsLuke Laumann Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469316 469316 98 G3139 1:29:07 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469328?tCode=WTC5_RSS01 Private equity Mergers and acquisitions Private companies Insurance Equity instruments Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkSpecial Issues: Financial Sponsors and Insurance [00:01:30]Dealing with Financial Sponsors of Privately Held Companies A review of the key issues that arise when a private equity firm, hedge fund, sovereign wealth fund or other financial sponsor is the buyer or seller of the privately held company, including: Financing commitments Capital structure Management equity participation The effects of a finite fund life on indemnification Representations and Warranties Insurance for Private Acquisitions or Sales After completing this session, participants will be able to:   Understand when you need representations and warranties Determine what representations and warranties should, and shouldn’t, cover Differentiate Buy-Side vs. Sell-Side  Joseph Ehrlich, David LeinwandThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Brown & Brown, Property & Casualty, Benefits of Representations and Warranty Insurance (RWI) in Real Estate TransactionsJoseph EhrlichBrown & Brown, Property & Casualty, Representations and Warranties Insurance (RWI): The EssentialsJoseph EhrlichJeff Norton, et al., International Comparative Legal Guides, Ch. 14: 2025 Private Credit and Middle Market Update: Developments and Trends, Lending & Secured Finance 2025, 13th Ed. (2025)Zach GreenbergReps and Warranties Insurance: A Critical Tool for DealmakersAdam WilhitePresentation MaterialSegment PPT: Special Issues: Financial Sponsors and InsuranceJoseph EhrlichSegment Handout: Special Issues: Financial Sponsors and InsuranceDavid LeinwandSegment PPT: Special Issues: Financial Sponsors and InsuranceDavid Leinwand Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469328 469328 98 G3139 1:32:13 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469329?tCode=WTC5_RSS01 Private equity Mergers and acquisitions Private companies Insurance Equity instruments Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkSpecial Issues: Financial Sponsors and Insurance [00:01:30]Dealing with Financial Sponsors of Privately Held Companies A review of the key issues that arise when a private equity firm, hedge fund, sovereign wealth fund or other financial sponsor is the buyer or seller of the privately held company, including: Financing commitments Capital structure Management equity participation The effects of a finite fund life on indemnification Representations and Warranties Insurance for Private Acquisitions or Sales After completing this session, participants will be able to:   Understand when you need representations and warranties Determine what representations and warranties should, and shouldn’t, cover Differentiate Buy-Side vs. Sell-Side  Joseph Ehrlich, David LeinwandThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Brown & Brown, Property & Casualty, Benefits of Representations and Warranty Insurance (RWI) in Real Estate TransactionsJoseph EhrlichBrown & Brown, Property & Casualty, Representations and Warranties Insurance (RWI): The EssentialsJoseph EhrlichJeff Norton, et al., International Comparative Legal Guides, Ch. 14: 2025 Private Credit and Middle Market Update: Developments and Trends, Lending & Secured Finance 2025, 13th Ed. (2025)Zach GreenbergReps and Warranties Insurance: A Critical Tool for DealmakersAdam WilhitePresentation MaterialSegment PPT: Special Issues: Financial Sponsors and InsuranceJoseph EhrlichSegment Handout: Special Issues: Financial Sponsors and InsuranceDavid LeinwandSegment PPT: Special Issues: Financial Sponsors and InsuranceDavid Leinwand Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469329 469329 163 G3139 1:32:13 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/469311?tCode=WTC5_RSS01 Private equity Mergers and acquisitions Private companies Insurance Equity instruments Taken from the Web Program Recorded June 16 - 17, 2026 in New YorkSpecial Issues: Financial Sponsors and Insurance [00:01:30]Dealing with Financial Sponsors of Privately Held Companies A review of the key issues that arise when a private equity firm, hedge fund, sovereign wealth fund or other financial sponsor is the buyer or seller of the privately held company, including: Financing commitments Capital structure Management equity participation The effects of a finite fund life on indemnification Representations and Warranties Insurance for Private Acquisitions or Sales After completing this session, participants will be able to:   Understand when you need representations and warranties Determine what representations and warranties should, and shouldn’t, cover Differentiate Buy-Side vs. Sell-Side  Joseph Ehrlich, David LeinwandThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Brown & Brown, Property & Casualty, Benefits of Representations and Warranty Insurance (RWI) in Real Estate TransactionsJoseph EhrlichBrown & Brown, Property & Casualty, Representations and Warranties Insurance (RWI): The EssentialsJoseph EhrlichJeff Norton, et al., International Comparative Legal Guides, Ch. 14: 2025 Private Credit and Middle Market Update: Developments and Trends, Lending & Secured Finance 2025, 13th Ed. (2025)Zach GreenbergReps and Warranties Insurance: A Critical Tool for DealmakersAdam WilhitePresentation MaterialSegment PPT: Special Issues: Financial Sponsors and InsuranceJoseph EhrlichSegment Handout: Special Issues: Financial Sponsors and InsuranceDavid LeinwandSegment PPT: Special Issues: Financial Sponsors and InsuranceDavid Leinwand Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469311 469311 25 G3139 1:31:31 https://www.pli.edu/programs/rethinking-alcohol-in-legal-culture-a-leadership-framework-for-law-firms/470318?tCode=WTC5_RSS01 Attorney substance use disorder Taken from the Web Program Recorded June 16, 2026 in New YorkRethinking Alcohol in Legal Culture: A Leadership Framework for Law Firms [00:01:00]Rethinking Alcohol in Legal Culture: A Leadership Framework for Law FirmsAfter completing this program, viewers should be prepared to:Evaluate the role of alcohol in legal culture and its implications for law firmsAlcohol as tradition vs. liability: Analyze alcohol’s function as both an established professional norm and a potential source of legal and organizational riskConsider the professional and business development challenges faced by lawyers who choose not to drinkIdentify the range of leadership responses between inaction and formal escalationExamine the factors that may cause leaders to overlook or minimize warning signs of alcohol abuseAssess appropriate opportunities for intervention and support when alcohol abuse is suspected before formal Human Resources involvement becomes necessaryApply the Three Zones Framework to workplace scenarios when alcohol abuse is detectedDifferentiate among Zone 1 (ignore), Zone 2 (the middle ground), and Zone 3 (escalate)Clarify the appropriate role of Human Resources in supporting leaders operating within Zone 2Learn how to use the tools of the middle groundFormulate language and approaches leaders may use in common workplace situationsCultivate a sustained practice of middle-ground leadershipRecognize the firm wide organizational cost of silence, avoidance, and delayed responseConnect the framework to professional responsibilityExamine ABA Model Rule 1.1 and recovery-informed leadershipExamine ABA Model Rule 5.1 and supervisory obligation within the firmConsider mitigation and response strategies when issues arise around alcohol abuseMelissa Silverstein, Gene QuinnPresentation MaterialPresentation: Protecting Clients While Supporting ColleaguesEugene R. Quinn, Jr.Article: When Lawyers Need Help: Supporting Colleagues While Protecting ClientsEugene R. Quinn, Jr., Melissa Silverstein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470318 470318 163 G5829 1:02:44 https://www.pli.edu/programs/rethinking-alcohol-in-legal-culture-a-leadership-framework-for-law-firms/474937?tCode=WTC5_RSS01 Attorney substance use disorder Taken from the Web Program Recorded June 16, 2026 in New YorkRethinking Alcohol in Legal Culture: A Leadership Framework for Law Firms [00:01:00]Rethinking Alcohol in Legal Culture: A Leadership Framework for Law FirmsAfter completing this program, viewers should be prepared to:Evaluate the role of alcohol in legal culture and its implications for law firmsAlcohol as tradition vs. liability: Analyze alcohol’s function as both an established professional norm and a potential source of legal and organizational riskConsider the professional and business development challenges faced by lawyers who choose not to drinkIdentify the range of leadership responses between inaction and formal escalationExamine the factors that may cause leaders to overlook or minimize warning signs of alcohol abuseAssess appropriate opportunities for intervention and support when alcohol abuse is suspected before formal Human Resources involvement becomes necessaryApply the Three Zones Framework to workplace scenarios when alcohol abuse is detectedDifferentiate among Zone 1 (ignore), Zone 2 (the middle ground), and Zone 3 (escalate)Clarify the appropriate role of Human Resources in supporting leaders operating within Zone 2Learn how to use the tools of the middle groundFormulate language and approaches leaders may use in common workplace situationsCultivate a sustained practice of middle-ground leadershipRecognize the firm wide organizational cost of silence, avoidance, and delayed responseConnect the framework to professional responsibilityExamine ABA Model Rule 1.1 and recovery-informed leadershipExamine ABA Model Rule 5.1 and supervisory obligation within the firmConsider mitigation and response strategies when issues arise around alcohol abuseMelissa Silverstein, Gene QuinnPresentation MaterialPresentation: Protecting Clients While Supporting ColleaguesEugene R. Quinn, Jr.Article: When Lawyers Need Help: Supporting Colleagues While Protecting ClientsEugene R. Quinn, Jr., Melissa Silverstein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 474937 474937 98 G5829 1:02:44 https://www.pli.edu/programs/when-lawyers-need-help-supporting-colleagues-while-protecting-clients/470306?tCode=WTC5_RSS01 Attorney wellness Attorney substance use disorder Taken from the Web Program Recorded June 16, 2026 in New YorkWhen Lawyers Need Help: Supporting Colleagues While Protecting Clients [00:01:00]After completing this program, viewers should be able to:Identify hidden risks in high-performing Intellectual Property practices.Understand how stress, impairment, and ethical failure can intersect.Recognize warning signs before problems escalate.Acknowledge why silence is Risky – Avoidance is not compassionRecognize the behavioral and operational signals that can precede a formal breakdown.Identify signs of substance use, overload, and overwhelm.Know when it is time to stop waiting and take action.Apply the ethical framework set out in ABA Model Rules 1.1, 1.3, 1.4, and 5.1.Understand the limits of awareness without action.Identify trusted pathways for support within a firm.Implement structured support at the institutional, supervisory, and peer levels.Destigmatizing mental health and substance abuse using human-centered conversations to open the door to support.Learn from Melissa’s recovery path as a practical example.Reframe the core principle: protecting clients IS part of protecting the colleague.Distinguish between first-time issues and recurring patterns and consider the long-term impact on clients.Melissa Silverstein, Gene QuinnPresentation MaterialArticle: When Lawyers Need Help: Supporting Colleagues While Protecting ClientsEugene R. Quinn, Jr., Melissa SilversteinPresentation: Protecting Clients While Supporting ColleaguesEugene R. Quinn, Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470306 470306 163 G5828 1:00:57 https://www.pli.edu/programs/when-lawyers-need-help-supporting-colleagues-while-protecting-clients/475429?tCode=WTC5_RSS01 Attorney wellness Attorney substance use disorder Taken from the Web Program Recorded June 16, 2026 in New YorkWhen Lawyers Need Help: Supporting Colleagues While Protecting Clients [00:01:00]After completing this program, viewers should be able to:Identify hidden risks in high-performing Intellectual Property practices.Understand how stress, impairment, and ethical failure can intersect.Recognize warning signs before problems escalate.Acknowledge why silence is Risky – Avoidance is not compassionRecognize the behavioral and operational signals that can precede a formal breakdown.Identify signs of substance use, overload, and overwhelm.Know when it is time to stop waiting and take action.Apply the ethical framework set out in ABA Model Rules 1.1, 1.3, 1.4, and 5.1.Understand the limits of awareness without action.Identify trusted pathways for support within a firm.Implement structured support at the institutional, supervisory, and peer levels.Destigmatizing mental health and substance abuse using human-centered conversations to open the door to support.Learn from Melissa’s recovery path as a practical example.Reframe the core principle: protecting clients IS part of protecting the colleague.Distinguish between first-time issues and recurring patterns and consider the long-term impact on clients.Melissa Silverstein, Gene QuinnPresentation MaterialArticle: When Lawyers Need Help: Supporting Colleagues While Protecting ClientsEugene R. Quinn, Jr., Melissa SilversteinPresentation: Protecting Clients While Supporting ColleaguesEugene R. Quinn, Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475429 475429 98 G5828 1:00:57 https://www.pli.edu/programs/co-op-and-condo-legislative-update/470304?tCode=WTC5_RSS01 Real estate Taken from the Web Program Recorded June 15, 2026 in New YorkCooperative and Condominium Law Legislative Update [00:01:00]After viewing this program, participants will be better prepared to:Review information and insights into recently passed legislation in the New York City Council and New York State Legislature Discuss pending legislation that will have a material effect on cooperative and condominium homeowners Understand the basics of these legislative matters and how it may have a material effect on cooperative and condominium housingExamine trends in these legislative bodies in their treatment of cooperative and condominium housing and how advocates are working for this block of housing to ensure the best legislative outcomesGeoffrey R. Mazel, Jane Menton, Stuart M. Saft, Michael WolfePresentation MaterialCo-op Carve Out Bill S1745Geoffrey R. MazelCo-op Transparency Law Introduction, No. 1120, Chapter 36, Sale of Cooperative Apartments, By Council Members Farías, Williams, Louis, Banks, Narcisse, Holden, Feliz, Joseph, Salamanca, Zhuang and AvilésGeoffrey R. MazelNew York State Budget J51 Part OGeoffrey R. MazelNew York State Budget J51 Part HH (Pied-a-Terre)Geoffrey R. MazelNew York State Budget, Sections J-51(Pied-a-Terre)Geoffrey R. Mazel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470304 470304 163 G5835 1:04:39 https://www.pli.edu/programs/co-op-and-condo-legislative-update/475348?tCode=WTC5_RSS01 Real estate Taken from the Web Program Recorded June 15, 2026 in New YorkCooperative and Condominium Law Legislative Update [00:01:00]After viewing this program, participants will be better prepared to:Review information and insights into recently passed legislation in the New York City Council and New York State Legislature Discuss pending legislation that will have a material effect on cooperative and condominium homeowners Understand the basics of these legislative matters and how it may have a material effect on cooperative and condominium housingExamine trends in these legislative bodies in their treatment of cooperative and condominium housing and how advocates are working for this block of housing to ensure the best legislative outcomesGeoffrey R. Mazel, Jane Menton, Stuart M. Saft, Michael WolfePresentation MaterialCo-op Carve Out Bill S1745Geoffrey R. MazelCo-op Transparency Law Introduction, No. 1120, Chapter 36, Sale of Cooperative Apartments, By Council Members Farías, Williams, Louis, Banks, Narcisse, Holden, Feliz, Joseph, Salamanca, Zhuang and AvilésGeoffrey R. MazelNew York State Budget J51 Part OGeoffrey R. MazelNew York State Budget J51 Part HH (Pied-a-Terre)Geoffrey R. MazelNew York State Budget, Sections J-51(Pied-a-Terre)Geoffrey R. Mazel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475348 475348 98 G5835 1:04:39 https://www.pli.edu/programs/diversity/469443?tCode=WTC5_RSS01 Workplace diversity Diversity, inclusion, and elimination of bias Gender roles and stereotypes in law practice Women in law practice Taken from the Web Program Recorded June 15, 2026 in New YorkAdvancing Senior Women in the Legal Profession [00:01:15]This panel explores the challenges and stereotypes senior women lawyers face in the profession. After completing this session, participants will be able to:Understand the applicable law that governs workplace protections relating to senior women lawyers including Title VII of the Civil Rights Act.Recognize how gender inclusion and menopause-friendly policies improve belonging and retention.Implement inclusive workplace best practices to ensure compliance with anti-discrimination laws and to build a culture of belonging.Explore research on senior women lawyers’ attrition from law firms.Panel Leader: Sheila S. Boston Speakers: Rebecca C. Brightman, M.D., Jennifer Kingston, Stephanie A. Scharf, Joy OhmThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Catalyst, Practitioner’s Playbook for Menopause Support (2024)Sheila S Boston,Brande StellingsK. Robotham and E. Smith, Catalyst, Menopause Is a Workplace Issue (2025)Sheila S Boston,Brande StellingsRoberta D. Liebenberg and Stephanie A. Scharf, Walking Out the Door: The Facts, Figures, and Future of Experienced Women Lawyers in Private Practice, American Bar Association (2019)Sheila S Boston,Brande StellingsPresentation MaterialSenior Women Panel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469443 469443 98 G4447 1:15:43 https://www.pli.edu/programs/diversity/469444?tCode=WTC5_RSS01 Workplace diversity Diversity, inclusion, and elimination of bias Gender roles and stereotypes in law practice Women in law practice Taken from the Web Program Recorded June 15, 2026 in New YorkAdvancing Senior Women in the Legal Profession [00:01:15]This panel explores the challenges and stereotypes senior women lawyers face in the profession. After completing this session, participants will be able to:Understand the applicable law that governs workplace protections relating to senior women lawyers including Title VII of the Civil Rights Act.Recognize how gender inclusion and menopause-friendly policies improve belonging and retention.Implement inclusive workplace best practices to ensure compliance with anti-discrimination laws and to build a culture of belonging.Explore research on senior women lawyers’ attrition from law firms.Panel Leader: Sheila S. Boston Speakers: Rebecca C. Brightman, M.D., Jennifer Kingston, Stephanie A. Scharf, Joy OhmThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Catalyst, Practitioner’s Playbook for Menopause Support (2024)Sheila S Boston,Brande StellingsK. Robotham and E. Smith, Catalyst, Menopause Is a Workplace Issue (2025)Sheila S Boston,Brande StellingsRoberta D. Liebenberg and Stephanie A. Scharf, Walking Out the Door: The Facts, Figures, and Future of Experienced Women Lawyers in Private Practice, American Bar Association (2019)Sheila S Boston,Brande StellingsPresentation MaterialSenior Women Panel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469444 469444 25 G4447 1:15:02 https://www.pli.edu/programs/diversity/469445?tCode=WTC5_RSS01 Workplace diversity Diversity, inclusion, and elimination of bias Gender roles and stereotypes in law practice Women in law practice Taken from the Web Program Recorded June 15, 2026 in New YorkAdvancing Senior Women in the Legal Profession [00:01:15]This panel explores the challenges and stereotypes senior women lawyers face in the profession. After completing this session, participants will be able to:Understand the applicable law that governs workplace protections relating to senior women lawyers including Title VII of the Civil Rights Act.Recognize how gender inclusion and menopause-friendly policies improve belonging and retention.Implement inclusive workplace best practices to ensure compliance with anti-discrimination laws and to build a culture of belonging.Explore research on senior women lawyers’ attrition from law firms.Panel Leader: Sheila S. Boston Speakers: Rebecca C. Brightman, M.D., Jennifer Kingston, Stephanie A. Scharf, Joy OhmThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Catalyst, Practitioner’s Playbook for Menopause Support (2024)Sheila S Boston,Brande StellingsK. Robotham and E. Smith, Catalyst, Menopause Is a Workplace Issue (2025)Sheila S Boston,Brande StellingsRoberta D. Liebenberg and Stephanie A. Scharf, Walking Out the Door: The Facts, Figures, and Future of Experienced Women Lawyers in Private Practice, American Bar Association (2019)Sheila S Boston,Brande StellingsPresentation MaterialSenior Women Panel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469445 469445 163 G4447 1:15:43 https://www.pli.edu/programs/diversity/469440?tCode=WTC5_RSS01 Workplace diversity Diversity, inclusion, and elimination of bias Discrimination and harassment in law practice Underrepresented racial and ethnic groups in law practice Taken from the Web Program Recorded June 15, 2026 in New YorkAsian American and Pacific Islander (AAPI) Attorneys in the Legal Workplace  [00:01:15]This panel examines the experiences of AAPI attorneys in the legal workplace. After completing this session, participants will be able to:  Understand Title VII guidance on race/ethnicity discrimination and inclusion in the legal profession. Gain firsthand perspectives on how legal professionals can navigate and challenge cultural stereotypes, including the “model minority” and “bamboo ceiling” that can impact inclusion and advancement in the legal workplace.Recognize how supporting inclusion in the legal workplace can improve employees’ workplace experiences, sense of belonging, and intent to stay. Panel Leader: Brande Stellings Speakers: Vivia Chen, Benjamin C. Hsing, Sapna Palla, Kazuko WachterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Asian American and Pacific Islander Attorneys in the Legal Workplace: Reflections on Inclusion, Advancement, and LeadershipSheila S Boston,Brande StellingsWatch Out—Don Liu Is Back! (May 31, 2025)Sheila S Boston,Brande StellingsYellow Peril 2.0 (June 7, 2025)Sheila S Boston,Brande StellingsA Tipping Point for Asian American Lawyers?, Bloomberg Law (March 19, 2021)Sheila S Boston,Brande StellingsAsian American Women Are the Losers in Big Law, Bloomberg Law (September 30, 2022)Sheila S Boston,Brande StellingsPresentation MaterialAsian Women Are Ambitious - And IgnoredVivia ChenAAPI Polling Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469440 469440 98 G4447 1:17:01 https://www.pli.edu/programs/diversity/469441?tCode=WTC5_RSS01 Workplace diversity Diversity, inclusion, and elimination of bias Discrimination and harassment in law practice Underrepresented racial and ethnic groups in law practice Taken from the Web Program Recorded June 15, 2026 in New YorkAsian American and Pacific Islander (AAPI) Attorneys in the Legal Workplace  [00:01:15]This panel examines the experiences of AAPI attorneys in the legal workplace. After completing this session, participants will be able to:  Understand Title VII guidance on race/ethnicity discrimination and inclusion in the legal profession. Gain firsthand perspectives on how legal professionals can navigate and challenge cultural stereotypes, including the “model minority” and “bamboo ceiling” that can impact inclusion and advancement in the legal workplace.Recognize how supporting inclusion in the legal workplace can improve employees’ workplace experiences, sense of belonging, and intent to stay. Panel Leader: Brande Stellings Speakers: Vivia Chen, Benjamin C. Hsing, Sapna Palla, Kazuko WachterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Asian American and Pacific Islander Attorneys in the Legal Workplace: Reflections on Inclusion, Advancement, and LeadershipSheila S Boston,Brande StellingsWatch Out—Don Liu Is Back! (May 31, 2025)Sheila S Boston,Brande StellingsYellow Peril 2.0 (June 7, 2025)Sheila S Boston,Brande StellingsA Tipping Point for Asian American Lawyers?, Bloomberg Law (March 19, 2021)Sheila S Boston,Brande StellingsAsian American Women Are the Losers in Big Law, Bloomberg Law (September 30, 2022)Sheila S Boston,Brande StellingsPresentation MaterialAsian Women Are Ambitious - And IgnoredVivia ChenAAPI Polling Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469441 469441 25 G4447 1:16:20 https://www.pli.edu/programs/diversity/469442?tCode=WTC5_RSS01 Workplace diversity Diversity, inclusion, and elimination of bias Discrimination and harassment in law practice Underrepresented racial and ethnic groups in law practice Taken from the Web Program Recorded June 15, 2026 in New YorkAsian American and Pacific Islander (AAPI) Attorneys in the Legal Workplace  [00:01:15]This panel examines the experiences of AAPI attorneys in the legal workplace. After completing this session, participants will be able to:  Understand Title VII guidance on race/ethnicity discrimination and inclusion in the legal profession. Gain firsthand perspectives on how legal professionals can navigate and challenge cultural stereotypes, including the “model minority” and “bamboo ceiling” that can impact inclusion and advancement in the legal workplace.Recognize how supporting inclusion in the legal workplace can improve employees’ workplace experiences, sense of belonging, and intent to stay. Panel Leader: Brande Stellings Speakers: Vivia Chen, Benjamin C. Hsing, Sapna Palla, Kazuko WachterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Asian American and Pacific Islander Attorneys in the Legal Workplace: Reflections on Inclusion, Advancement, and LeadershipSheila S Boston,Brande StellingsWatch Out—Don Liu Is Back! (May 31, 2025)Sheila S Boston,Brande StellingsYellow Peril 2.0 (June 7, 2025)Sheila S Boston,Brande StellingsA Tipping Point for Asian American Lawyers?, Bloomberg Law (March 19, 2021)Sheila S Boston,Brande StellingsAsian American Women Are the Losers in Big Law, Bloomberg Law (September 30, 2022)Sheila S Boston,Brande StellingsPresentation MaterialAsian Women Are Ambitious - And IgnoredVivia ChenAAPI Polling Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469442 469442 163 G4447 1:17:01 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469914?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoGlobal Data Protection Developments: Perspectives on Privacy and Security Beyond the US and EU/UK [01:00:55]Privacy and security developments continue to move at a rapid pace outside of the EU/UK and US. This panel will survey key trends in privacy and security laws around the world, and the implications for companies operating globally. After completing this session, participants will be able to:Compare trends in global data protection law development with EU/UK and US approachesAnalyze varying approaches to consent and cross-border data transfers under global data protection lawsDiscuss expanding obligations for data governance and accountabilityUnderstand enforcement trends and prioritiesApply practical tips and strategies in managing a global data protection programAndrew Serwin (Panel Leader), Samantha Vaughan, Katherine Fick The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Developments in the Asian Privacy Landscape (March 6, 2026)Sheena JacobPresentation MaterialGlobal Data Protection Developments: Perspectives on Privacy and Security Beyond the US and EU/UKKatherine Fick, Andrew Serwin, Samantha L. Vaughan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469914 469914 25 G3108 1:00:55 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469913?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoGlobal Data Protection Developments: Perspectives on Privacy and Security Beyond the US and EU/UK [01:00:55]Privacy and security developments continue to move at a rapid pace outside of the EU/UK and US. This panel will survey key trends in privacy and security laws around the world, and the implications for companies operating globally. After completing this session, participants will be able to:Compare trends in global data protection law development with EU/UK and US approachesAnalyze varying approaches to consent and cross-border data transfers under global data protection lawsDiscuss expanding obligations for data governance and accountabilityUnderstand enforcement trends and prioritiesApply practical tips and strategies in managing a global data protection programAndrew Serwin (Panel Leader), Samantha Vaughan, Katherine Fick The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Developments in the Asian Privacy Landscape (March 6, 2026)Sheena JacobPresentation MaterialGlobal Data Protection Developments: Perspectives on Privacy and Security Beyond the US and EU/UKKatherine Fick, Andrew Serwin, Samantha L. Vaughan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469913 469913 98 G3108 1:01:37 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469912?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoGlobal Data Protection Developments: Perspectives on Privacy and Security Beyond the US and EU/UK [01:00:55]Privacy and security developments continue to move at a rapid pace outside of the EU/UK and US. This panel will survey key trends in privacy and security laws around the world, and the implications for companies operating globally. After completing this session, participants will be able to:Compare trends in global data protection law development with EU/UK and US approachesAnalyze varying approaches to consent and cross-border data transfers under global data protection lawsDiscuss expanding obligations for data governance and accountabilityUnderstand enforcement trends and prioritiesApply practical tips and strategies in managing a global data protection programAndrew Serwin (Panel Leader), Samantha Vaughan, Katherine Fick The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Developments in the Asian Privacy Landscape (March 6, 2026)Sheena JacobPresentation MaterialGlobal Data Protection Developments: Perspectives on Privacy and Security Beyond the US and EU/UKKatherine Fick, Andrew Serwin, Samantha L. Vaughan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469912 469912 163 G3108 1:01:37 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469901?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Employee privacy Artificial intelligence Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-Making [00:01:00]This panel will discuss employment privacy considerations for employers in applying AI tools to augment and transform traditional selection, monitoring, and other employment processes. After completing this session, participants will be able to:Identify employment privacy considerations for using algorithmic decision-making technology in hiring and other employment decision making processesUnderstand the changing landscape for monitoring employee presence, performance, and productivity, from key-stroke loggers to eye-movement trackingRecognize your obligations under domestic and global laws governing AI tools and employmentDiscuss use of AI and policy considerations for managing use of AI in the workplaceHRCI/SHRM credit for Human Resources Professionals Ben Gipson, Margaret A. KeaneThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingNatalie A. PiercePresentation MaterialThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingBen Gipson, Margaret A. KeaneThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingMargaret A. Keane Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469901 469901 98 G3108 1:00:37 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469902?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Employee privacy Artificial intelligence Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-Making [00:01:00]This panel will discuss employment privacy considerations for employers in applying AI tools to augment and transform traditional selection, monitoring, and other employment processes. After completing this session, participants will be able to:Identify employment privacy considerations for using algorithmic decision-making technology in hiring and other employment decision making processesUnderstand the changing landscape for monitoring employee presence, performance, and productivity, from key-stroke loggers to eye-movement trackingRecognize your obligations under domestic and global laws governing AI tools and employmentDiscuss use of AI and policy considerations for managing use of AI in the workplaceHRCI/SHRM credit for Human Resources Professionals Ben Gipson, Margaret A. KeaneThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingNatalie A. PiercePresentation MaterialThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingBen Gipson, Margaret A. KeaneThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingMargaret A. Keane Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469902 469902 25 G3108 0:59:55 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469900?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Employee privacy Artificial intelligence Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-Making [00:01:00]This panel will discuss employment privacy considerations for employers in applying AI tools to augment and transform traditional selection, monitoring, and other employment processes. After completing this session, participants will be able to:Identify employment privacy considerations for using algorithmic decision-making technology in hiring and other employment decision making processesUnderstand the changing landscape for monitoring employee presence, performance, and productivity, from key-stroke loggers to eye-movement trackingRecognize your obligations under domestic and global laws governing AI tools and employmentDiscuss use of AI and policy considerations for managing use of AI in the workplaceHRCI/SHRM credit for Human Resources Professionals Ben Gipson, Margaret A. KeaneThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingNatalie A. PiercePresentation MaterialThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingBen Gipson, Margaret A. KeaneThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingMargaret A. Keane Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469900 469900 163 G3108 1:00:37 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469899?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Ethics and professional responsibility Artificial intelligence Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoA Complete Unknown? Shining a Light on Technology-Driven Ethical Issues for Privacy and Data Security Advisors [01:01:15]Keeping up with technological advancements is challenging, but it’s an ethical obligation for lawyers, including when it comes to privacy and security issues. Ever-changing and seemingly unknowable AI, growing in power and capabilities, continually raises unprecedented professional responsibility concerns for privacy and data security lawyers and the organizations they advise. After completing this session, participants will be able to:Understand lawyers’ ethical obligations to keep up with technological advancementsIdentify the ethical implications of AI technologies, particularly as they affect law practice and privacy and security risk managementAnalyze bar opinions governing the use of AI and privacy and security obligationsDiscuss obligations to protect data and communications imposed not just by statute and the organization’s own promises, but also by the rules of professional responsibilityMerri A. Baldwin, Lucian T. PeraThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Guidance on Attorneys’ Use of Artificial IntelligenceCamila TobónLucian T. Pera, John F. Weaver and Andrew P. Sutton, Ch. 3: AI and Ethics: A Lawyer’s Professional Obligations, Artificial Intelligence: Legal Issues, Policy, and Practical Strategies, ABA Section of Science & Technology Law (2024)Lucian T. PeraA Simple Law That Would Unshackle AI for Legal Use (September 2, 2025)Lucian T. PeraWhat an Ethics Lawyer Learned from Being Stalked by an AI Notetaker (November 4, 2025)Lucian T. PeraCurrent AI Ethics Opinions and Other Authorities (January 2026)Lucian T. PeraPresentation MaterialA Complete Unknown? Shining a Light on Technology-Driven Ethical Issues for Privacy and Data Security AdvisorsMerri A. Baldwin, Lucian T. Pera Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469899 469899 25 G3108 1:01:15 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469898?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Ethics and professional responsibility Artificial intelligence Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoA Complete Unknown? Shining a Light on Technology-Driven Ethical Issues for Privacy and Data Security Advisors [01:01:15]Keeping up with technological advancements is challenging, but it’s an ethical obligation for lawyers, including when it comes to privacy and security issues. Ever-changing and seemingly unknowable AI, growing in power and capabilities, continually raises unprecedented professional responsibility concerns for privacy and data security lawyers and the organizations they advise. After completing this session, participants will be able to:Understand lawyers’ ethical obligations to keep up with technological advancementsIdentify the ethical implications of AI technologies, particularly as they affect law practice and privacy and security risk managementAnalyze bar opinions governing the use of AI and privacy and security obligationsDiscuss obligations to protect data and communications imposed not just by statute and the organization’s own promises, but also by the rules of professional responsibilityMerri A. Baldwin, Lucian T. PeraThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Guidance on Attorneys’ Use of Artificial IntelligenceCamila TobónLucian T. Pera, John F. Weaver and Andrew P. Sutton, Ch. 3: AI and Ethics: A Lawyer’s Professional Obligations, Artificial Intelligence: Legal Issues, Policy, and Practical Strategies, ABA Section of Science & Technology Law (2024)Lucian T. PeraA Simple Law That Would Unshackle AI for Legal Use (September 2, 2025)Lucian T. PeraWhat an Ethics Lawyer Learned from Being Stalked by an AI Notetaker (November 4, 2025)Lucian T. PeraCurrent AI Ethics Opinions and Other Authorities (January 2026)Lucian T. PeraPresentation MaterialA Complete Unknown? Shining a Light on Technology-Driven Ethical Issues for Privacy and Data Security AdvisorsMerri A. Baldwin, Lucian T. Pera Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469898 469898 98 G3108 1:01:57 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469897?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Ethics and professional responsibility Artificial intelligence Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoA Complete Unknown? Shining a Light on Technology-Driven Ethical Issues for Privacy and Data Security Advisors [01:01:15]Keeping up with technological advancements is challenging, but it’s an ethical obligation for lawyers, including when it comes to privacy and security issues. Ever-changing and seemingly unknowable AI, growing in power and capabilities, continually raises unprecedented professional responsibility concerns for privacy and data security lawyers and the organizations they advise. After completing this session, participants will be able to:Understand lawyers’ ethical obligations to keep up with technological advancementsIdentify the ethical implications of AI technologies, particularly as they affect law practice and privacy and security risk managementAnalyze bar opinions governing the use of AI and privacy and security obligationsDiscuss obligations to protect data and communications imposed not just by statute and the organization’s own promises, but also by the rules of professional responsibilityMerri A. Baldwin, Lucian T. PeraThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Guidance on Attorneys’ Use of Artificial IntelligenceCamila TobónLucian T. Pera, John F. Weaver and Andrew P. Sutton, Ch. 3: AI and Ethics: A Lawyer’s Professional Obligations, Artificial Intelligence: Legal Issues, Policy, and Practical Strategies, ABA Section of Science & Technology Law (2024)Lucian T. PeraA Simple Law That Would Unshackle AI for Legal Use (September 2, 2025)Lucian T. PeraWhat an Ethics Lawyer Learned from Being Stalked by an AI Notetaker (November 4, 2025)Lucian T. PeraCurrent AI Ethics Opinions and Other Authorities (January 2026)Lucian T. PeraPresentation MaterialA Complete Unknown? Shining a Light on Technology-Driven Ethical Issues for Privacy and Data Security AdvisorsMerri A. Baldwin, Lucian T. Pera Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469897 469897 163 G3108 1:01:57 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469896?tCode=WTC5_RSS01 Chief privacy officers Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoCPO and CISO Roundtable: Been There, Done That [01:02:40]This panel will explore the roles of Chief Privacy Officers (CPOs) and Chief Information Security Officers (CISOs) in this new era of expanded data governance responsibilities. After completing this session, participants will be able to:Identify how to manage privacy and cybersecurity risks in the context of continually emerging technologiesUnderstand strategies to address the complex array of changing laws and regulations at the state, federal, and international levelsDetermine implementation strategies to most effectively promote compliance across the globeConsider the shifting sands of new roles, responsibilities, and challenges in the evolving digital eraJames G. Snell (Panel Leader), Krystal Denley Bowen, Harvey Jang, Jason Manar, Hugo TeufelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hunton, Artificial Intelligence: 2025 Year in Review (2026)Lisa J. Sotto,Aaron P. SimpsonPresentation MaterialCPO and CISO Roundtable: Been There, Done ThatKrystal Denley Bowen, Harvey Jang, Jason Manar, James G. Snell, Hugo Teufel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469896 469896 25 G3108 1:02:40 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469895?tCode=WTC5_RSS01 Chief privacy officers Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoCPO and CISO Roundtable: Been There, Done That [01:02:40]This panel will explore the roles of Chief Privacy Officers (CPOs) and Chief Information Security Officers (CISOs) in this new era of expanded data governance responsibilities. After completing this session, participants will be able to:Identify how to manage privacy and cybersecurity risks in the context of continually emerging technologiesUnderstand strategies to address the complex array of changing laws and regulations at the state, federal, and international levelsDetermine implementation strategies to most effectively promote compliance across the globeConsider the shifting sands of new roles, responsibilities, and challenges in the evolving digital eraJames G. Snell (Panel Leader), Krystal Denley Bowen, Harvey Jang, Jason Manar, Hugo TeufelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hunton, Artificial Intelligence: 2025 Year in Review (2026)Lisa J. Sotto,Aaron P. SimpsonPresentation MaterialCPO and CISO Roundtable: Been There, Done ThatKrystal Denley Bowen, Harvey Jang, Jason Manar, James G. Snell, Hugo Teufel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469895 469895 98 G3108 1:03:22 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469894?tCode=WTC5_RSS01 Chief privacy officers Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoCPO and CISO Roundtable: Been There, Done That [01:02:40]This panel will explore the roles of Chief Privacy Officers (CPOs) and Chief Information Security Officers (CISOs) in this new era of expanded data governance responsibilities. After completing this session, participants will be able to:Identify how to manage privacy and cybersecurity risks in the context of continually emerging technologiesUnderstand strategies to address the complex array of changing laws and regulations at the state, federal, and international levelsDetermine implementation strategies to most effectively promote compliance across the globeConsider the shifting sands of new roles, responsibilities, and challenges in the evolving digital eraJames G. Snell (Panel Leader), Krystal Denley Bowen, Harvey Jang, Jason Manar, Hugo TeufelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hunton, Artificial Intelligence: 2025 Year in Review (2026)Lisa J. Sotto,Aaron P. SimpsonPresentation MaterialCPO and CISO Roundtable: Been There, Done ThatKrystal Denley Bowen, Harvey Jang, Jason Manar, James G. Snell, Hugo Teufel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469894 469894 163 G3108 1:03:22 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469918?tCode=WTC5_RSS01 Cybersecurity and data protection Data security regulators Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoThe Enforcers: What Privacy and Data Security Regulators Want You to Know Now [00:01:15]Regulators at the federal and state levels continue to vigorously police technology-driven and other privacy and security missteps by consumer-facing companies. Regulators – from the Federal Trade Commission (FTC) to State Attorneys General (AGs) – continue to vigorously protect consumer privacy and security in an economy driven by data and technology. After completing this session, participants will be able to:Understand regulatory priorities, trends and recent enforcement actionsLearn how the privacy and cybersecurity function within each regulator’s office is structuredUnderstand what to expect if a company is investigatedJames G. Snell (Panel Leader), Andrea Lowe, Michael S. Macko, Stacey D. SchesserThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Enforcers: What Privacy and Data Security Regulators Want You to Know Now (June 8, 2026)Ruth Hill BroPresentation MaterialThe Enforcers: What Privacy and Cybersecurity Regulators Want You to Know NowAndrea Lowe, Michael S. Macko, Stacy Shelhorse, James G. Snell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469918 469918 163 G3108 1:16:09 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469920?tCode=WTC5_RSS01 Cybersecurity and data protection Data security regulators Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoThe Enforcers: What Privacy and Data Security Regulators Want You to Know Now [00:01:15]Regulators at the federal and state levels continue to vigorously police technology-driven and other privacy and security missteps by consumer-facing companies. Regulators – from the Federal Trade Commission (FTC) to State Attorneys General (AGs) – continue to vigorously protect consumer privacy and security in an economy driven by data and technology. After completing this session, participants will be able to:Understand regulatory priorities, trends and recent enforcement actionsLearn how the privacy and cybersecurity function within each regulator’s office is structuredUnderstand what to expect if a company is investigatedJames G. Snell (Panel Leader), Andrea Lowe, Michael S. Macko, Stacey D. SchesserThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Enforcers: What Privacy and Data Security Regulators Want You to Know Now (June 8, 2026)Ruth Hill BroPresentation MaterialThe Enforcers: What Privacy and Cybersecurity Regulators Want You to Know NowAndrea Lowe, Michael S. Macko, Stacy Shelhorse, James G. Snell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469920 469920 25 G3108 1:15:27 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469919?tCode=WTC5_RSS01 Cybersecurity and data protection Data security regulators Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoThe Enforcers: What Privacy and Data Security Regulators Want You to Know Now [00:01:15]Regulators at the federal and state levels continue to vigorously police technology-driven and other privacy and security missteps by consumer-facing companies. Regulators – from the Federal Trade Commission (FTC) to State Attorneys General (AGs) – continue to vigorously protect consumer privacy and security in an economy driven by data and technology. After completing this session, participants will be able to:Understand regulatory priorities, trends and recent enforcement actionsLearn how the privacy and cybersecurity function within each regulator’s office is structuredUnderstand what to expect if a company is investigatedJames G. Snell (Panel Leader), Andrea Lowe, Michael S. Macko, Stacey D. SchesserThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Enforcers: What Privacy and Data Security Regulators Want You to Know Now (June 8, 2026)Ruth Hill BroPresentation MaterialThe Enforcers: What Privacy and Cybersecurity Regulators Want You to Know NowAndrea Lowe, Michael S. Macko, Stacy Shelhorse, James G. Snell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469919 469919 98 G3108 1:16:09 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469905?tCode=WTC5_RSS01 Risk management (Corporate governance) Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoHow to Get an “A” on C-Suite Privacy and Cybersecurity Governance and Risk Management [01:00:40]Governance is a critical issue for every company, and cybersecurity and data risks are key issues to consider as part of a governance approach. This panel will highlight key ideas and concepts regarding governance generally, the importance of implementing a meaningful data privacy and security governance structure, led by senior executives, and identify regulatory trends in cyber risk, disclosures, and Board oversight. This session also will discuss third-party risk in terms of due diligence programs and M&A transactions. After completing this session, participants will be able to:Understand important privacy and data security governance and risk management principles and industry recognized standards, especially in light of developing AI governance modelsIdentify privacy and security governance trends and board oversight considerationsUnderstand the new SEC cybersecurity disclosure rules and impact on management and board oversightRecognize privacy and security risk management considerations, both in third-party and M&A transactionsAndrew Serwin (Panel Leader), Andrew ScottThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gerard M. Stegmaier and Courtney E. Fisher, Caveat Director: Things May Not Always Be What They Seem in the Court Room, Server Room and Board Room—Analyzing Cybersecurity Challenges in Corporate Governance, a 2025 Update (2025)Gerard M. StegmaierPresentation MaterialHow to Get an “A” on C-Suite Privacy and Cybersecurity Governance and Risk ManagementAndrew Scott, Andrew Serwin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469905 469905 25 G3108 1:00:40 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469903?tCode=WTC5_RSS01 Risk management (Corporate governance) Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoHow to Get an “A” on C-Suite Privacy and Cybersecurity Governance and Risk Management [01:00:40]Governance is a critical issue for every company, and cybersecurity and data risks are key issues to consider as part of a governance approach. This panel will highlight key ideas and concepts regarding governance generally, the importance of implementing a meaningful data privacy and security governance structure, led by senior executives, and identify regulatory trends in cyber risk, disclosures, and Board oversight. This session also will discuss third-party risk in terms of due diligence programs and M&A transactions. After completing this session, participants will be able to:Understand important privacy and data security governance and risk management principles and industry recognized standards, especially in light of developing AI governance modelsIdentify privacy and security governance trends and board oversight considerationsUnderstand the new SEC cybersecurity disclosure rules and impact on management and board oversightRecognize privacy and security risk management considerations, both in third-party and M&A transactionsAndrew Serwin (Panel Leader), Andrew ScottThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gerard M. Stegmaier and Courtney E. Fisher, Caveat Director: Things May Not Always Be What They Seem in the Court Room, Server Room and Board Room—Analyzing Cybersecurity Challenges in Corporate Governance, a 2025 Update (2025)Gerard M. StegmaierPresentation MaterialHow to Get an “A” on C-Suite Privacy and Cybersecurity Governance and Risk ManagementAndrew Scott, Andrew Serwin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469903 469903 163 G3108 1:01:22 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469904?tCode=WTC5_RSS01 Risk management (Corporate governance) Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoHow to Get an “A” on C-Suite Privacy and Cybersecurity Governance and Risk Management [01:00:40]Governance is a critical issue for every company, and cybersecurity and data risks are key issues to consider as part of a governance approach. This panel will highlight key ideas and concepts regarding governance generally, the importance of implementing a meaningful data privacy and security governance structure, led by senior executives, and identify regulatory trends in cyber risk, disclosures, and Board oversight. This session also will discuss third-party risk in terms of due diligence programs and M&A transactions. After completing this session, participants will be able to:Understand important privacy and data security governance and risk management principles and industry recognized standards, especially in light of developing AI governance modelsIdentify privacy and security governance trends and board oversight considerationsUnderstand the new SEC cybersecurity disclosure rules and impact on management and board oversightRecognize privacy and security risk management considerations, both in third-party and M&A transactionsAndrew Serwin (Panel Leader), Andrew ScottThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gerard M. Stegmaier and Courtney E. Fisher, Caveat Director: Things May Not Always Be What They Seem in the Court Room, Server Room and Board Room—Analyzing Cybersecurity Challenges in Corporate Governance, a 2025 Update (2025)Gerard M. StegmaierPresentation MaterialHow to Get an “A” on C-Suite Privacy and Cybersecurity Governance and Risk ManagementAndrew Scott, Andrew Serwin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469904 469904 98 G3108 1:01:22 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469922?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoBeyond the Comprehensive State Privacy Laws: Other US Privacy and Security Law Developments [00:01:00]Beyond the comprehensive state privacy laws, there are myriad other privacy and data security legal developments at the local, state, and federal levels. This session will provide information on the morass of US requirements. After completing this session, participants will be able to:Describe new developments and trends in state privacy lawsUnderstand state enforcement trendsCompare data security law regimes and consider trendsConsider risk minimization with respect to state privacy lawsExplain the regulatory landscape, including FTC activityAmanda Barry, Lothar DetermannThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Lothar Determann and Andrew Folks, Opting In-n-Out: Five Key Analyses for Adtech Privacy Law Compliance (February 9, 2024)Lothar DetermannLothar Determann, Michaela Nebel and Michael Schmidl, The EU – U.S. Data Privacy Framework and the Impact on Companies in the EEA and USA Compared to Other International Data Transfer Mechanisms, Journal of Data Protection & Privacy, Vol. 6, pp. 120–134 (2023)Lothar DetermannLother Determann, Brian Hengesbaugh and Avi Toltzis, American Privacy Rights Act: A First Glance at the U.S. Congress’s Newest Comprehensive Privacy Bill, Journal of Data Protection & Privacy, Vol. 6, pp. 375–391 (June 6, 2024)Lothar DetermannFrom Adequacy to Adversaries: How New U.S. Laws Are Restricting International Data Transfers (January 2026)Lothar DetermannPresentation MaterialBeyond the Comprehensive State Privacy Laws: Other US Privacy and Security Law DevelopmentsAmanda Barry, Lothar DetermannBeyond the Comprehensive State Privacy Laws: Other US Privacy and Security Law DevelopmentsLothar Determann Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469922 469922 98 G3108 1:03:22 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469921?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoBeyond the Comprehensive State Privacy Laws: Other US Privacy and Security Law Developments [00:01:00]Beyond the comprehensive state privacy laws, there are myriad other privacy and data security legal developments at the local, state, and federal levels. This session will provide information on the morass of US requirements. After completing this session, participants will be able to:Describe new developments and trends in state privacy lawsUnderstand state enforcement trendsCompare data security law regimes and consider trendsConsider risk minimization with respect to state privacy lawsExplain the regulatory landscape, including FTC activityAmanda Barry, Lothar DetermannThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Lothar Determann and Andrew Folks, Opting In-n-Out: Five Key Analyses for Adtech Privacy Law Compliance (February 9, 2024)Lothar DetermannLothar Determann, Michaela Nebel and Michael Schmidl, The EU – U.S. Data Privacy Framework and the Impact on Companies in the EEA and USA Compared to Other International Data Transfer Mechanisms, Journal of Data Protection & Privacy, Vol. 6, pp. 120–134 (2023)Lothar DetermannLother Determann, Brian Hengesbaugh and Avi Toltzis, American Privacy Rights Act: A First Glance at the U.S. Congress’s Newest Comprehensive Privacy Bill, Journal of Data Protection & Privacy, Vol. 6, pp. 375–391 (June 6, 2024)Lothar DetermannFrom Adequacy to Adversaries: How New U.S. Laws Are Restricting International Data Transfers (January 2026)Lothar DetermannPresentation MaterialBeyond the Comprehensive State Privacy Laws: Other US Privacy and Security Law DevelopmentsAmanda Barry, Lothar DetermannBeyond the Comprehensive State Privacy Laws: Other US Privacy and Security Law DevelopmentsLothar Determann Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469921 469921 163 G3108 1:03:22 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469923?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoBeyond the Comprehensive State Privacy Laws: Other US Privacy and Security Law Developments [00:01:00]Beyond the comprehensive state privacy laws, there are myriad other privacy and data security legal developments at the local, state, and federal levels. This session will provide information on the morass of US requirements. After completing this session, participants will be able to:Describe new developments and trends in state privacy lawsUnderstand state enforcement trendsCompare data security law regimes and consider trendsConsider risk minimization with respect to state privacy lawsExplain the regulatory landscape, including FTC activityAmanda Barry, Lothar DetermannThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Lothar Determann and Andrew Folks, Opting In-n-Out: Five Key Analyses for Adtech Privacy Law Compliance (February 9, 2024)Lothar DetermannLothar Determann, Michaela Nebel and Michael Schmidl, The EU – U.S. Data Privacy Framework and the Impact on Companies in the EEA and USA Compared to Other International Data Transfer Mechanisms, Journal of Data Protection & Privacy, Vol. 6, pp. 120–134 (2023)Lothar DetermannLother Determann, Brian Hengesbaugh and Avi Toltzis, American Privacy Rights Act: A First Glance at the U.S. Congress’s Newest Comprehensive Privacy Bill, Journal of Data Protection & Privacy, Vol. 6, pp. 375–391 (June 6, 2024)Lothar DetermannFrom Adequacy to Adversaries: How New U.S. Laws Are Restricting International Data Transfers (January 2026)Lothar DetermannPresentation MaterialBeyond the Comprehensive State Privacy Laws: Other US Privacy and Security Law DevelopmentsAmanda Barry, Lothar DetermannBeyond the Comprehensive State Privacy Laws: Other US Privacy and Security Law DevelopmentsLothar Determann Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469923 469923 25 G3108 1:02:40 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469928?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoPrivacy and Security in the Age of AI [00:01:00]Artificial intelligence is powering the economy, but what is powering AI? The answer is data, often personal data. As AI capabilities grow at an unprecedented scale and speed, so do the privacy and security questions. AI in all of its forms (including predictive, machine learning, generative, agentic, emotion, deepfake), used in conjunction with other technologies (biometrics, virtual and augmented reality, autonomous vehicles, robotics), is powerful but can also be perilous if privacy and security risks aren’t addressed properly. After completing this session, participants will be able to:Identify how the latest AI and related technologies not only threaten but also protect privacy and securityUnderstand how data protection laws govern these technologies and where there are gapsEvaluate best practices for addressing AI-driven privacy and security legal issuesAndrew Serwin (Panel Leader), Lindsey Pilver, Stacy ShelhorseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Developing Policy for Novel AI ProblemsTheodore F. ClaypooleOverview of Enacted State AI Laws 2.0 (February 12, 2026)Theodore F. ClaypoolePresentation MaterialPrivacy and Security in the Age of AILindsey Pilver, Andrew Serwin, Stacy Shelhorse Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469928 469928 98 G3108 1:02:56 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469929?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoPrivacy and Security in the Age of AI [00:01:00]Artificial intelligence is powering the economy, but what is powering AI? The answer is data, often personal data. As AI capabilities grow at an unprecedented scale and speed, so do the privacy and security questions. AI in all of its forms (including predictive, machine learning, generative, agentic, emotion, deepfake), used in conjunction with other technologies (biometrics, virtual and augmented reality, autonomous vehicles, robotics), is powerful but can also be perilous if privacy and security risks aren’t addressed properly. After completing this session, participants will be able to:Identify how the latest AI and related technologies not only threaten but also protect privacy and securityUnderstand how data protection laws govern these technologies and where there are gapsEvaluate best practices for addressing AI-driven privacy and security legal issuesAndrew Serwin (Panel Leader), Lindsey Pilver, Stacy ShelhorseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Developing Policy for Novel AI ProblemsTheodore F. ClaypooleOverview of Enacted State AI Laws 2.0 (February 12, 2026)Theodore F. ClaypoolePresentation MaterialPrivacy and Security in the Age of AILindsey Pilver, Andrew Serwin, Stacy Shelhorse Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469929 469929 25 G3108 1:02:14 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469927?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoPrivacy and Security in the Age of AI [00:01:00]Artificial intelligence is powering the economy, but what is powering AI? The answer is data, often personal data. As AI capabilities grow at an unprecedented scale and speed, so do the privacy and security questions. AI in all of its forms (including predictive, machine learning, generative, agentic, emotion, deepfake), used in conjunction with other technologies (biometrics, virtual and augmented reality, autonomous vehicles, robotics), is powerful but can also be perilous if privacy and security risks aren’t addressed properly. After completing this session, participants will be able to:Identify how the latest AI and related technologies not only threaten but also protect privacy and securityUnderstand how data protection laws govern these technologies and where there are gapsEvaluate best practices for addressing AI-driven privacy and security legal issuesAndrew Serwin (Panel Leader), Lindsey Pilver, Stacy ShelhorseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Developing Policy for Novel AI ProblemsTheodore F. ClaypooleOverview of Enacted State AI Laws 2.0 (February 12, 2026)Theodore F. ClaypoolePresentation MaterialPrivacy and Security in the Age of AILindsey Pilver, Andrew Serwin, Stacy Shelhorse Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469927 469927 163 G3108 1:02:56 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469910?tCode=WTC5_RSS01 Cybersecurity and data protection Cyber attacks Data breach Government investigations (Data breach) Information privacy (Cybersecurity and data protection) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoGlobal Data Breach: The Cybersecurity Risks Aren’t Hypothetical [00:01:15]This panel will take participants through a complex hypothetical cybersecurity attack. The session will focus on managing an intrusion, starting with the initial identification of an incident followed by a series of events that lead the organization to determine that a widespread cyberattack has occurred. The incident will unfold from there, as the panel walks through the gamut of incident response activities, from assembly of the incident respond team to negotiation with the threat actor to remediation and breach notification. After completing this session, participants will be able to:Strategize regarding incident escalationDetermine who should be on the incident response teamConsider appropriate systems and data recovery activitiesUnderstand who needs to be notified and the relevant timing obligationsManage inquiries from media, employees, business partners, regulators, and othersResolve reputation and communications issuesMegan Kayo (Panel Leader), Matt Armstrong, Bridget Choi, Jennifer R. MartinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Alysa Austin and Kimberly Kiefer Peretti, Alston & Bird Privacy, Cyber & Data Strategy Advisory, Data Breach Data Reviews: Challenges and What You Need to Know (June 25, 2025)Kimberly Kiefer PerettiKate Hanniford, David Keating, Kimberly Kiefer Peretti, Lance Taubin and Santiago “Santi” Villar, Alston & Bird Privacy, Cyber & Data Strategy Advisory, California Expands the Impact of the CCPA with Sweeping New Rules on Cybersecurity Audits, Automated Decision-Making Technologies, and Privacy Risk Assessments (October 20, 2025)Kimberly Kiefer PerettiKimberly Kiefer Peretti, Andrew Liebler, Lance Taubin and Andrew Rice, Alston & Bird Privacy, Cyber & Data Strategy Advisory, CMMC Brings New Era of Cybersecurity Compliance for Defense Contractors (November 11, 2025)Kimberly Kiefer PerettiKimberly Kiefer Peretti, Lance Taubin and Carson Kuck, Alston & Bird Privacy, Cyber & Data Strategy Advisory, How AI Is Changing the Incident Response Landscape: What GCs Need to Know (January 6, 2026)Kimberly Kiefer PerettiPresentation MaterialGlobal Data Breach: The Cybersecurity Risks Aren’t HypotheticalMatt Armstrong, Bridget Q. Choi, Megan Kayo, Jennifer R. Martin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469910 469910 98 G3108 1:15:57 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469911?tCode=WTC5_RSS01 Cybersecurity and data protection Cyber attacks Data breach Government investigations (Data breach) Information privacy (Cybersecurity and data protection) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoGlobal Data Breach: The Cybersecurity Risks Aren’t Hypothetical [00:01:15]This panel will take participants through a complex hypothetical cybersecurity attack. The session will focus on managing an intrusion, starting with the initial identification of an incident followed by a series of events that lead the organization to determine that a widespread cyberattack has occurred. The incident will unfold from there, as the panel walks through the gamut of incident response activities, from assembly of the incident respond team to negotiation with the threat actor to remediation and breach notification. After completing this session, participants will be able to:Strategize regarding incident escalationDetermine who should be on the incident response teamConsider appropriate systems and data recovery activitiesUnderstand who needs to be notified and the relevant timing obligationsManage inquiries from media, employees, business partners, regulators, and othersResolve reputation and communications issuesMegan Kayo (Panel Leader), Matt Armstrong, Bridget Choi, Jennifer R. MartinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Alysa Austin and Kimberly Kiefer Peretti, Alston & Bird Privacy, Cyber & Data Strategy Advisory, Data Breach Data Reviews: Challenges and What You Need to Know (June 25, 2025)Kimberly Kiefer PerettiKate Hanniford, David Keating, Kimberly Kiefer Peretti, Lance Taubin and Santiago “Santi” Villar, Alston & Bird Privacy, Cyber & Data Strategy Advisory, California Expands the Impact of the CCPA with Sweeping New Rules on Cybersecurity Audits, Automated Decision-Making Technologies, and Privacy Risk Assessments (October 20, 2025)Kimberly Kiefer PerettiKimberly Kiefer Peretti, Andrew Liebler, Lance Taubin and Andrew Rice, Alston & Bird Privacy, Cyber & Data Strategy Advisory, CMMC Brings New Era of Cybersecurity Compliance for Defense Contractors (November 11, 2025)Kimberly Kiefer PerettiKimberly Kiefer Peretti, Lance Taubin and Carson Kuck, Alston & Bird Privacy, Cyber & Data Strategy Advisory, How AI Is Changing the Incident Response Landscape: What GCs Need to Know (January 6, 2026)Kimberly Kiefer PerettiPresentation MaterialGlobal Data Breach: The Cybersecurity Risks Aren’t HypotheticalMatt Armstrong, Bridget Q. Choi, Megan Kayo, Jennifer R. Martin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469911 469911 25 G3108 1:15:15 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469909?tCode=WTC5_RSS01 Cybersecurity and data protection Cyber attacks Data breach Government investigations (Data breach) Information privacy (Cybersecurity and data protection) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoGlobal Data Breach: The Cybersecurity Risks Aren’t Hypothetical [00:01:15]This panel will take participants through a complex hypothetical cybersecurity attack. The session will focus on managing an intrusion, starting with the initial identification of an incident followed by a series of events that lead the organization to determine that a widespread cyberattack has occurred. The incident will unfold from there, as the panel walks through the gamut of incident response activities, from assembly of the incident respond team to negotiation with the threat actor to remediation and breach notification. After completing this session, participants will be able to:Strategize regarding incident escalationDetermine who should be on the incident response teamConsider appropriate systems and data recovery activitiesUnderstand who needs to be notified and the relevant timing obligationsManage inquiries from media, employees, business partners, regulators, and othersResolve reputation and communications issuesMegan Kayo (Panel Leader), Matt Armstrong, Bridget Choi, Jennifer R. MartinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Alysa Austin and Kimberly Kiefer Peretti, Alston & Bird Privacy, Cyber & Data Strategy Advisory, Data Breach Data Reviews: Challenges and What You Need to Know (June 25, 2025)Kimberly Kiefer PerettiKate Hanniford, David Keating, Kimberly Kiefer Peretti, Lance Taubin and Santiago “Santi” Villar, Alston & Bird Privacy, Cyber & Data Strategy Advisory, California Expands the Impact of the CCPA with Sweeping New Rules on Cybersecurity Audits, Automated Decision-Making Technologies, and Privacy Risk Assessments (October 20, 2025)Kimberly Kiefer PerettiKimberly Kiefer Peretti, Andrew Liebler, Lance Taubin and Andrew Rice, Alston & Bird Privacy, Cyber & Data Strategy Advisory, CMMC Brings New Era of Cybersecurity Compliance for Defense Contractors (November 11, 2025)Kimberly Kiefer PerettiKimberly Kiefer Peretti, Lance Taubin and Carson Kuck, Alston & Bird Privacy, Cyber & Data Strategy Advisory, How AI Is Changing the Incident Response Landscape: What GCs Need to Know (January 6, 2026)Kimberly Kiefer PerettiPresentation MaterialGlobal Data Breach: The Cybersecurity Risks Aren’t HypotheticalMatt Armstrong, Bridget Q. Choi, Megan Kayo, Jennifer R. Martin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469909 469909 163 G3108 1:15:57 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469924?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Data security regulators Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoComprehending US Comprehensive State Privacy Laws: The Latest Developments and What to Do About Them [00:01:00]States continue to pass comprehensive privacy statutes, with 20 laws now enacted and counting. This panel will describe the relevant laws and provide practical tips on operationalizing the various state frameworks. After completing this session, participants will be able to:Review requirements of the comprehensive state privacy laws and related regulationsAnalyze automated decision-making provisions of such frameworks and their relevance to AI and machine-learning algorithmsExplain and compare enforcement regimes and describe enforcement actions and litigation to dateProvide compliance tips and advice on operationalizing the state lawsDiscuss strategies for minimizing risk and harmonizing the disparate regulatory schemes in a cohesive compliance programJames G. Snell (Panel Leader), Christina Kogan, Alison WatkinsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Compliance Tightrope: Balancing Uniformity and Precision Across U.S. State Consumer Privacy Laws (2026)Samuel D. GoldstickFole & Lardner LLP, Foley & Lardner Cybersecurity & Data Privacy Team, U.S. State Comprehensive Consumer Data Privacy Law Comparison (January 15, 2026)Samuel D. GoldstickHunton, Privacy & Cybersecurity Law, Global Privacy and Cybersecurity Law Updates and Analysis (2025-2026)Lisa J. Sotto,Aaron P. SimpsonPresentation MaterialComprehending US Comprehensive State Privacy Laws: The Latest Developments and What to Do About ThemChristina Kogan, James G. Snell, Alison Watkins Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469924 469924 163 G3108 1:01:42 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469926?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Data security regulators Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoComprehending US Comprehensive State Privacy Laws: The Latest Developments and What to Do About Them [00:01:00]States continue to pass comprehensive privacy statutes, with 20 laws now enacted and counting. This panel will describe the relevant laws and provide practical tips on operationalizing the various state frameworks. After completing this session, participants will be able to:Review requirements of the comprehensive state privacy laws and related regulationsAnalyze automated decision-making provisions of such frameworks and their relevance to AI and machine-learning algorithmsExplain and compare enforcement regimes and describe enforcement actions and litigation to dateProvide compliance tips and advice on operationalizing the state lawsDiscuss strategies for minimizing risk and harmonizing the disparate regulatory schemes in a cohesive compliance programJames G. Snell (Panel Leader), Christina Kogan, Alison WatkinsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Compliance Tightrope: Balancing Uniformity and Precision Across U.S. State Consumer Privacy Laws (2026)Samuel D. GoldstickFole & Lardner LLP, Foley & Lardner Cybersecurity & Data Privacy Team, U.S. State Comprehensive Consumer Data Privacy Law Comparison (January 15, 2026)Samuel D. GoldstickHunton, Privacy & Cybersecurity Law, Global Privacy and Cybersecurity Law Updates and Analysis (2025-2026)Lisa J. Sotto,Aaron P. SimpsonPresentation MaterialComprehending US Comprehensive State Privacy Laws: The Latest Developments and What to Do About ThemChristina Kogan, James G. Snell, Alison Watkins Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469926 469926 25 G3108 1:01:00 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469925?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Data security regulators Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoComprehending US Comprehensive State Privacy Laws: The Latest Developments and What to Do About Them [00:01:00]States continue to pass comprehensive privacy statutes, with 20 laws now enacted and counting. This panel will describe the relevant laws and provide practical tips on operationalizing the various state frameworks. After completing this session, participants will be able to:Review requirements of the comprehensive state privacy laws and related regulationsAnalyze automated decision-making provisions of such frameworks and their relevance to AI and machine-learning algorithmsExplain and compare enforcement regimes and describe enforcement actions and litigation to dateProvide compliance tips and advice on operationalizing the state lawsDiscuss strategies for minimizing risk and harmonizing the disparate regulatory schemes in a cohesive compliance programJames G. Snell (Panel Leader), Christina Kogan, Alison WatkinsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Compliance Tightrope: Balancing Uniformity and Precision Across U.S. State Consumer Privacy Laws (2026)Samuel D. GoldstickFole & Lardner LLP, Foley & Lardner Cybersecurity & Data Privacy Team, U.S. State Comprehensive Consumer Data Privacy Law Comparison (January 15, 2026)Samuel D. GoldstickHunton, Privacy & Cybersecurity Law, Global Privacy and Cybersecurity Law Updates and Analysis (2025-2026)Lisa J. Sotto,Aaron P. SimpsonPresentation MaterialComprehending US Comprehensive State Privacy Laws: The Latest Developments and What to Do About ThemChristina Kogan, James G. Snell, Alison Watkins Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469925 469925 98 G3108 1:01:42 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469917?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoEU and UK Privacy Developments: Regulatory Considerations Beyond Personal Data [00:59:20]This panel will highlight recent developments in the EU and UK, including with respect to data access, cybersecurity, and the overlap between new legislative developments. After completing this session, participants will be able to:Understand the new rules around non-personal data as set out in the EU Data ActAssess new cybersecurity requirements ?under EU and UK lawDiscuss how the GDPR interacts with other EU laws such as the EU AI Act and the Digital Services ActUnderstand the changes made to the UK GDPR by the Data (Use and Access) Act 2025Emily Jones (Panel Leader), Ben S. Richter, Chiara Wirz The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Centre for Information Policy Leadership, Rethinking Sensitive Data in the Age of AI (September 2025)Bojana BellamyCentre for Information Policy Leadership, Learning from Practice: Designing Effective Regulatory Sandboxes (October 2025)Bojana BellamyCentre for Information Policy Leadership, CIPL’s Big Ideas for Simplification of Europe’s Digital Rulebook (November 2025)Bojana BellamyCentre for Information Policy Leadership, Agentic AI: Fostering Responsible and Beneficial Development and Adoption (November 2025)Bojana BellamyCentre for Information Policy Leadership, Reconciling AI with the Data Minimization Principle: Bridging the Innovation and Privacy Gap (December 2025)Bojana BellamyCrowell & Moring LLP, EU AI Act, GDPR, and Digital Laws Changes Proposed (December 2025)Justin B. WeissPresentation MaterialEU and UK Privacy Developments: Regulatory Considerations Beyond Personal DataEmily Jones, Ben S. Richter, Chiara Wirz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469917 469917 25 G3108 0:59:20 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469916?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoEU and UK Privacy Developments: Regulatory Considerations Beyond Personal Data [00:59:20]This panel will highlight recent developments in the EU and UK, including with respect to data access, cybersecurity, and the overlap between new legislative developments. After completing this session, participants will be able to:Understand the new rules around non-personal data as set out in the EU Data ActAssess new cybersecurity requirements ?under EU and UK lawDiscuss how the GDPR interacts with other EU laws such as the EU AI Act and the Digital Services ActUnderstand the changes made to the UK GDPR by the Data (Use and Access) Act 2025Emily Jones (Panel Leader), Ben S. Richter, Chiara Wirz The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Centre for Information Policy Leadership, Rethinking Sensitive Data in the Age of AI (September 2025)Bojana BellamyCentre for Information Policy Leadership, Learning from Practice: Designing Effective Regulatory Sandboxes (October 2025)Bojana BellamyCentre for Information Policy Leadership, CIPL’s Big Ideas for Simplification of Europe’s Digital Rulebook (November 2025)Bojana BellamyCentre for Information Policy Leadership, Agentic AI: Fostering Responsible and Beneficial Development and Adoption (November 2025)Bojana BellamyCentre for Information Policy Leadership, Reconciling AI with the Data Minimization Principle: Bridging the Innovation and Privacy Gap (December 2025)Bojana BellamyCrowell & Moring LLP, EU AI Act, GDPR, and Digital Laws Changes Proposed (December 2025)Justin B. WeissPresentation MaterialEU and UK Privacy Developments: Regulatory Considerations Beyond Personal DataEmily Jones, Ben S. Richter, Chiara Wirz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469916 469916 98 G3108 1:00:02 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469915?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoEU and UK Privacy Developments: Regulatory Considerations Beyond Personal Data [00:59:20]This panel will highlight recent developments in the EU and UK, including with respect to data access, cybersecurity, and the overlap between new legislative developments. After completing this session, participants will be able to:Understand the new rules around non-personal data as set out in the EU Data ActAssess new cybersecurity requirements ?under EU and UK lawDiscuss how the GDPR interacts with other EU laws such as the EU AI Act and the Digital Services ActUnderstand the changes made to the UK GDPR by the Data (Use and Access) Act 2025Emily Jones (Panel Leader), Ben S. Richter, Chiara Wirz The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Centre for Information Policy Leadership, Rethinking Sensitive Data in the Age of AI (September 2025)Bojana BellamyCentre for Information Policy Leadership, Learning from Practice: Designing Effective Regulatory Sandboxes (October 2025)Bojana BellamyCentre for Information Policy Leadership, CIPL’s Big Ideas for Simplification of Europe’s Digital Rulebook (November 2025)Bojana BellamyCentre for Information Policy Leadership, Agentic AI: Fostering Responsible and Beneficial Development and Adoption (November 2025)Bojana BellamyCentre for Information Policy Leadership, Reconciling AI with the Data Minimization Principle: Bridging the Innovation and Privacy Gap (December 2025)Bojana BellamyCrowell & Moring LLP, EU AI Act, GDPR, and Digital Laws Changes Proposed (December 2025)Justin B. WeissPresentation MaterialEU and UK Privacy Developments: Regulatory Considerations Beyond Personal DataEmily Jones, Ben S. Richter, Chiara Wirz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469915 469915 163 G3108 1:00:02 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469908?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Cybersecurity and data protection litigation Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoCourting Trouble: Insights on the Latest Privacy and Data Security Litigation [01:01:10]This panel will discuss the evolving privacy and data security litigation and mass arbitration landscape including related to data breaches, statutory privacy laws (e.g., state wiretap laws and biometric laws), and common law claims. After completing this session, participants will be able to:Understand the privacy and data security litigation landscape, recent notable regulatory enforcement actions, and what to track in the near futureEvaluate gating procedural issues for plaintiffs and strategic considerations for defendantsRecognize regulatory requirements to avoid potential litigation and enforcement actionsIdentify risk mitigation measures and strategies for defending against future litigationJames G. Snell (Panel Leader), Hon. Laurel Beeler, Travis LeBlanc, Scott A. Kamber The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley Austin LLP, Privacy and Cyber Security Updates (2025)Colleen T. BrownTime for SCOTUS to Step In: Yet Another Circuit Court Misapplies TransUnion to a Cyberattack Class Action—and This Time Creates Three Circuit Splits Along the Way (2025)Douglas H. MealRethinking Negligence Claims in Cyberattack Class Actions: Teachings of the Third Torts Restatement Regarding Actionable Injury, The Sedona Conference Journal, Vol. 26 (October 2025)Douglas H. MealDaniel R. Campbell and David P. Saunders, Illinois Supreme Court: Finger-Scan Information Collected by Healthcare Providers to Access Medications Is Exempt from BIPA Liability (December 4, 2023)David P. SaundersElliot R. Golding and David P. Saunders, Data Privacy and Cybersecurity in 2025: Website Tracking (January 24, 2025)David P. SaundersElliot R. Golding, et al., California Attorney General’s $1.55 Million Healthline CCPA Settlement Continues Cookie Focus and Signals Increasing Enforcement (July 8, 2025)David P. SaundersJonathan Ende, Elliot R. Golding and David P. Saunders, California Continues Privacy Enforcement Streak with Order Against Tractor Supply Company (October 2, 2025)David P. SaundersJonathan Ende, Elliot R. Golding and David P. Saunders, California Attorney General Continues Aggressive CCPA Enforcement Against Sling TV (November 25, 2025)David P. SaundersPresentation MaterialCourting Trouble: Insights on the Latest Privacy and Data Security LitigationHon. Laurel Beeler, Scott A. Kamber, Travis LeBlanc, James G. Snell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469908 469908 25 G3108 1:01:10 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469907?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Cybersecurity and data protection litigation Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoCourting Trouble: Insights on the Latest Privacy and Data Security Litigation [01:01:10]This panel will discuss the evolving privacy and data security litigation and mass arbitration landscape including related to data breaches, statutory privacy laws (e.g., state wiretap laws and biometric laws), and common law claims. After completing this session, participants will be able to:Understand the privacy and data security litigation landscape, recent notable regulatory enforcement actions, and what to track in the near futureEvaluate gating procedural issues for plaintiffs and strategic considerations for defendantsRecognize regulatory requirements to avoid potential litigation and enforcement actionsIdentify risk mitigation measures and strategies for defending against future litigationJames G. Snell (Panel Leader), Hon. Laurel Beeler, Travis LeBlanc, Scott A. Kamber The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley Austin LLP, Privacy and Cyber Security Updates (2025)Colleen T. BrownTime for SCOTUS to Step In: Yet Another Circuit Court Misapplies TransUnion to a Cyberattack Class Action—and This Time Creates Three Circuit Splits Along the Way (2025)Douglas H. MealRethinking Negligence Claims in Cyberattack Class Actions: Teachings of the Third Torts Restatement Regarding Actionable Injury, The Sedona Conference Journal, Vol. 26 (October 2025)Douglas H. MealDaniel R. Campbell and David P. Saunders, Illinois Supreme Court: Finger-Scan Information Collected by Healthcare Providers to Access Medications Is Exempt from BIPA Liability (December 4, 2023)David P. SaundersElliot R. Golding and David P. Saunders, Data Privacy and Cybersecurity in 2025: Website Tracking (January 24, 2025)David P. SaundersElliot R. Golding, et al., California Attorney General’s $1.55 Million Healthline CCPA Settlement Continues Cookie Focus and Signals Increasing Enforcement (July 8, 2025)David P. SaundersJonathan Ende, Elliot R. Golding and David P. Saunders, California Continues Privacy Enforcement Streak with Order Against Tractor Supply Company (October 2, 2025)David P. SaundersJonathan Ende, Elliot R. Golding and David P. Saunders, California Attorney General Continues Aggressive CCPA Enforcement Against Sling TV (November 25, 2025)David P. SaundersPresentation MaterialCourting Trouble: Insights on the Latest Privacy and Data Security LitigationHon. Laurel Beeler, Scott A. Kamber, Travis LeBlanc, James G. Snell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469907 469907 98 G3108 1:01:52 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/469906?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Cybersecurity and data protection litigation Taken from the Web Program Recorded June 15 - 16, 2026 in San FranciscoCourting Trouble: Insights on the Latest Privacy and Data Security Litigation [01:01:10]This panel will discuss the evolving privacy and data security litigation and mass arbitration landscape including related to data breaches, statutory privacy laws (e.g., state wiretap laws and biometric laws), and common law claims. After completing this session, participants will be able to:Understand the privacy and data security litigation landscape, recent notable regulatory enforcement actions, and what to track in the near futureEvaluate gating procedural issues for plaintiffs and strategic considerations for defendantsRecognize regulatory requirements to avoid potential litigation and enforcement actionsIdentify risk mitigation measures and strategies for defending against future litigationJames G. Snell (Panel Leader), Hon. Laurel Beeler, Travis LeBlanc, Scott A. Kamber The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley Austin LLP, Privacy and Cyber Security Updates (2025)Colleen T. BrownTime for SCOTUS to Step In: Yet Another Circuit Court Misapplies TransUnion to a Cyberattack Class Action—and This Time Creates Three Circuit Splits Along the Way (2025)Douglas H. MealRethinking Negligence Claims in Cyberattack Class Actions: Teachings of the Third Torts Restatement Regarding Actionable Injury, The Sedona Conference Journal, Vol. 26 (October 2025)Douglas H. MealDaniel R. Campbell and David P. Saunders, Illinois Supreme Court: Finger-Scan Information Collected by Healthcare Providers to Access Medications Is Exempt from BIPA Liability (December 4, 2023)David P. SaundersElliot R. Golding and David P. Saunders, Data Privacy and Cybersecurity in 2025: Website Tracking (January 24, 2025)David P. SaundersElliot R. Golding, et al., California Attorney General’s $1.55 Million Healthline CCPA Settlement Continues Cookie Focus and Signals Increasing Enforcement (July 8, 2025)David P. SaundersJonathan Ende, Elliot R. Golding and David P. Saunders, California Continues Privacy Enforcement Streak with Order Against Tractor Supply Company (October 2, 2025)David P. SaundersJonathan Ende, Elliot R. Golding and David P. Saunders, California Attorney General Continues Aggressive CCPA Enforcement Against Sling TV (November 25, 2025)David P. SaundersPresentation MaterialCourting Trouble: Insights on the Latest Privacy and Data Security LitigationHon. Laurel Beeler, Scott A. Kamber, Travis LeBlanc, James G. Snell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469906 469906 163 G3108 1:01:52 https://www.pli.edu/programs/anti-money-laundering/444113?tCode=WTC5_RSS01 Money laundering Combating the financing of terrorism Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Anti-money laundering Money laundering is a global issue. Anti-Money Laundering (“AML”) / Counter-Financing of Terrorism (“CFT”) regulation and enforcement continue to evolve and has grown dramatically in breadth and sophistication – just as illicit actors continue to find new and creative methods to launder their illegal proceeds. These issues present unique legal challenges and impact both bank and non-bank financial institutions, executives and professionals.  Regulators and prosecutors continue to focus on the misuse of shell companies, new technologies for transferring value, offshore entities, and cross-border transactions to conceal the source or control of funds used to purchase assets and make investments. Financial institutions seek compliance but stress the need to reduce regulatory burdens and provide flexibility for new technologies and industries to grow.  2026 will be another significant year in AML/CFT regulation, compliance and enforcement due to evolving technology. These changes will implicate countless issues, including the effectiveness of AML compliance programs and BSA reporting requirements.  Further, the evolving role of blockchain technology and cryptocurrency remains a key enforcement and regulatory issue. Meanwhile, significant regulatory actions, prosecutions and forfeitures will continue.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444113 444113 32 G3201 3:54:29 https://www.pli.edu/programs/broadband-and-cable-industry-law/441664?tCode=WTC5_RSS01 Broadband and cable Technology Attend this program for a timely, practical update on the laws and policies shaping the broadband and cable industry in 2026. Hear from leading outside and in-house counsel and current government officials on Capitol Hill priorities, FCC initiatives, pole attachment and permitting disputes, the shift to all IP networks, AI use cases and privacy/compliance issues, and the rollout of BEAD and other federal and state funding programs—so you can anticipate risks, spot opportunities, and plan for what’s next. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441664 441664 32 G3083 6:20:56 https://www.pli.edu/programs/ethics-in-social-media/443624?tCode=WTC5_RSS01 Communications and telecommunications Social media Ethics and professional responsibility Social media use (Ethics and professional responsibility) Technology Lawyers, clients, opposing parties, jurors, judges, witnesses, politicians, investors and institutions use social media every day. This program will help you better represent yourself and your clients using these technologies – and stay on the right side of legal ethics in your personal and professional lives. PLI’s outstanding faculty will discuss cutting-edge legal ethics issues that are relevant to social media use, review ethics decisions by regulators and courts relating to lawyers’ social media activities and give you practical tips when using social media and emerging online tools. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443624 443624 32 G3241 3:11:20 https://www.pli.edu/programs/working-with-immigrants/443649?tCode=WTC5_RSS01 Family law Immigration and naturalization Public interest law and pro bono Real estate Domestic violence is a serious, pervasive, and complex issue that affects people from all walks of life. Immigrant survivors of domestic violence face unique challenges and barriers that require specialized knowledge and attention. You should attend this training if you would like to provide pro bono services to immigrant survivors of domestic violence. These survivors may require assistance with a constellation of related yet distinct legal issues, most commonly in the areas of family law, domestic violence, housing, and public benefits. While it may be difficult for a single attorney or legal service provider to provide all of these services, it is important to understand the comprehensive and holistic legal needs of an immigrant domestic violence survivor, and the intersectionality between these legal matters.This day-long program will develop the practitioner’s understanding of how to provide culturally and linguistically responsive services and guidance on how to issue spot various legal issues for immigrant survivors of domestic violence. Experienced domestic violence advocates and legal practitioners in the areas of immigration, family law, public benefits, and housing will share their expertise by providing insight into issues that arise when working with immigrant clients, how these areas of law overlap to provide special protections and remedies to immigrants and domestic violence survivors, and how immigration status impacts the availability of safety net programs for housing, public benefits, and healthcare. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443649 443649 32 G3183 6:56:50 https://www.pli.edu/programs/software-tools-to-assist-estate-administration-in-the-age-of-ai/462372?tCode=WTC5_RSS01 Estates and trusts Tax Technology Artificial intelligence Software AI is changing the way everything is done... at least that's what people say. Do you feel left out? Left behind? Do you know what's happening? This talk will review how AI is impacting estate settlement and probate and help you understand available options.  Of course, while AI is amazing, it's known for being unreliable, and various courts have forbidden its use, fining lawyers tens of thousands of dollars. So what's a probate lawyer to do?  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462372 462372 104 G5744 1:01:46 https://www.pli.edu/programs/software-tools-to-assist-estate-administration-in-the-age-of-ai/466927?tCode=WTC5_RSS01 Estates and trusts Tax Technology Artificial intelligence Software AI is changing the way everything is done... at least that's what people say. Do you feel left out? Left behind? Do you know what's happening? This talk will review how AI is impacting estate settlement and probate and help you understand available options.  Of course, while AI is amazing, it's known for being unreliable, and various courts have forbidden its use, fining lawyers tens of thousands of dollars. So what's a probate lawyer to do?  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466927 466927 98 G5744 1:02:28 https://www.pli.edu/programs/software-tools-to-assist-estate-administration-in-the-age-of-ai/466928?tCode=WTC5_RSS01 Estates and trusts Tax Technology Artificial intelligence Software AI is changing the way everything is done... at least that's what people say. Do you feel left out? Left behind? Do you know what's happening? This talk will review how AI is impacting estate settlement and probate and help you understand available options.  Of course, while AI is amazing, it's known for being unreliable, and various courts have forbidden its use, fining lawyers tens of thousands of dollars. So what's a probate lawyer to do?  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466928 466928 163 G5744 1:02:28 https://www.pli.edu/programs/ai-and-copyright-laws-in-canada-and-the-u.s.-fair-usefair-dealing-licensing-and-damages-in-emerging-litigation/466888?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Copyright litigation Artificial intelligence As AI systems are trained on vast troves of written materials and their outputs begin to compete with the works that trained them, courts on both sides of the border in the U.S. and Canada face questions about which doctrine(s) to use. This briefing examines the emerging legal landscape across three interconnected areas: fair use / fair dealing in the U.S. and Canada, licensing frameworks, and the role of economic evidence in calculating damages. Attendees will gain actionable insights into the fair use/fair dealing doctrine, cross-border licensing frameworks for the U.S. and Canadian settings, and damages strategy. This briefing will equip participants with an understanding of litigation risk as courts on both sides of the border begin to shape the rules governing AI training and outputs. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466888 466888 163 G5770 1:01:18 https://www.pli.edu/programs/ai-and-copyright-laws-in-canada-and-the-u.s.-fair-usefair-dealing-licensing-and-damages-in-emerging-litigation/466887?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Copyright litigation Artificial intelligence As AI systems are trained on vast troves of written materials and their outputs begin to compete with the works that trained them, courts on both sides of the border in the U.S. and Canada face questions about which doctrine(s) to use. This briefing examines the emerging legal landscape across three interconnected areas: fair use / fair dealing in the U.S. and Canada, licensing frameworks, and the role of economic evidence in calculating damages. Attendees will gain actionable insights into the fair use/fair dealing doctrine, cross-border licensing frameworks for the U.S. and Canadian settings, and damages strategy. This briefing will equip participants with an understanding of litigation risk as courts on both sides of the border begin to shape the rules governing AI training and outputs. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466887 466887 98 G5770 1:01:18 https://www.pli.edu/programs/ai-and-copyright-laws-in-canada-and-the-u.s.-fair-usefair-dealing-licensing-and-damages-in-emerging-litigation/464186?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Copyright litigation Artificial intelligence As AI systems are trained on vast troves of written materials and their outputs begin to compete with the works that trained them, courts on both sides of the border in the U.S. and Canada face questions about which doctrine(s) to use. This briefing examines the emerging legal landscape across three interconnected areas: fair use / fair dealing in the U.S. and Canada, licensing frameworks, and the role of economic evidence in calculating damages. Attendees will gain actionable insights into the fair use/fair dealing doctrine, cross-border licensing frameworks for the U.S. and Canadian settings, and damages strategy. This briefing will equip participants with an understanding of litigation risk as courts on both sides of the border begin to shape the rules governing AI training and outputs. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464186 464186 104 G5770 1:00:36 https://www.pli.edu/programs/corporate-whistleblowing/444522?tCode=WTC5_RSS01 Corporate ethics Corporate social responsibility Crisis management (Corporate law) Whistleblowers White collar crime This program will offer expert insights into recent whistleblower developments that have shaped the current risk landscape. Leading whistleblower law practitioners, including current and former regulators, will provide in-depth perspectives on recent regulatory and legal developments, including the current and future direction of the federal whistleblower bounty and protection programs, what to expect in regulatory enforcement developments in the coming year, and best practices in responding to whistleblower reports. The program will also review the ethical challenges of prosecuting and defending whistleblower claims and offer practical strategies for managing them. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444522 444522 32 G3260 3:23:46 https://www.pli.edu/programs/time-management-for-lawyers/443810?tCode=WTC5_RSS01 Professional development Why do some of the busiest, most successful lawyers always seem to have a clean desk and an organized practice? How do they manage to juggle all the numerous demands on their time? Good time management is a challenge for many attorneys.By participating in PLI’s Interactive Learning Center program, Time Management for Lawyers, you will learn and practice skills, systems, and strategies that will give you back control of your time in your law practice. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443810 443810 178 G3316 1:03:28 https://www.pli.edu/programs/pct-safeguards-every-us-practitioner-should-know/469781?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 11, 2026 in New YorkPCT Safeguards Every US Practitioner Should Know [00:01:00]After completing this program, participants will be prepared to:Understand the Rule 19.4 safety net against filing with noncompetent receiving Office   When Rule 19.4 applies and how it preserves the international filing datePractical implications for US applicants, including transfer to the receiving office of the International Bureau and agent’s right to represent the applicantUnderstand claiming priority in a PCT applicationParis Convention priority claiming vs US style benefit claimingPossibility to add or correct priority claims under the PCTReview restoration of the priority right in a PCT applicationHow the safeguards worksStrategic considerations: when and where to applyUnderstanding “due care” and why it mattersImpact on the national phaseUnderstand incorporation by reference of missing or erroneously filed elements or parts in a PCT application Incorporation by reference under the PCT vs. incorporation by reference under US practice Requirements to successfully rely on incorporation by reference under the PCTCorrection as a possible alternative to incorporation by reference Navigate rectification of an obvious mistakeWhat qualifies as an “obvious mistake” under the PCTWho authorizes rectification: understanding the role of the competent authority depending on where the mistake appearsPractical limits and timing considerations for requesting rectificationAddress omission of sensitive informationWhat type of information can be omitted from publication or public accessThe three elements outlined in the RulesWhen the request must be made to omit information from publication Hanna Kang, Matthias Reischle-ParkPresentation MaterialPCT Yearly Review 2026PCT Yearly Review Publication PagePCT Applicant's Guide - Introduction to the International PhasePCT Applicant's Guide - Introduction to the National Phase Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469781 469781 163 G5834 0:58:23 https://www.pli.edu/programs/pct-safeguards-every-us-practitioner-should-know/472757?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 11, 2026 in New YorkPCT Safeguards Every US Practitioner Should Know [00:01:00]After completing this program, participants will be prepared to:Understand the Rule 19.4 safety net against filing with noncompetent receiving Office   When Rule 19.4 applies and how it preserves the international filing datePractical implications for US applicants, including transfer to the receiving office of the International Bureau and agent’s right to represent the applicantUnderstand claiming priority in a PCT applicationParis Convention priority claiming vs US style benefit claimingPossibility to add or correct priority claims under the PCTReview restoration of the priority right in a PCT applicationHow the safeguards worksStrategic considerations: when and where to applyUnderstanding “due care” and why it mattersImpact on the national phaseUnderstand incorporation by reference of missing or erroneously filed elements or parts in a PCT application Incorporation by reference under the PCT vs. incorporation by reference under US practice Requirements to successfully rely on incorporation by reference under the PCTCorrection as a possible alternative to incorporation by reference Navigate rectification of an obvious mistakeWhat qualifies as an “obvious mistake” under the PCTWho authorizes rectification: understanding the role of the competent authority depending on where the mistake appearsPractical limits and timing considerations for requesting rectificationAddress omission of sensitive informationWhat type of information can be omitted from publication or public accessThe three elements outlined in the RulesWhen the request must be made to omit information from publication Hanna Kang, Matthias Reischle-ParkPresentation MaterialPCT Yearly Review 2026PCT Yearly Review Publication PagePCT Applicant's Guide - Introduction to the International PhasePCT Applicant's Guide - Introduction to the National Phase Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472757 472757 98 G5834 0:58:23 https://www.pli.edu/programs/wipo-madrid-system-strategy-tools-and-real-world-practice/469892?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 11, 2026 in New YorkWIPO Madrid System: Strategy, Tools, and Real-World Practice [00:01:00]After completing this program, participants will be prepared to:Describe the current mechanics of the Madrid System and identify recent developments relevant to US practitionersApply a strategic framework for advising clients on when to use the Madrid System versus direct national filings and issues to consider when developing a filing strategyIdentify and use WIPO's digital portfolio management tools available under eMadrid, including, Madrid Monitor, Madrid Member Profiles and the Goods & Services ManagerRecognize the most common practitioner pain points — including Central Attack risk, G&S description requirements, provisional refusal complexity, and enforcement limitations — and identify strategies for managing eachLaura M. Konkel, Anna Manville, Olivier PierrePresentation MaterialMadrid System Yearly Review Publication PageMadrid Yearly Review 2026Guide to the Madrid System: International Registration of Marks under the Madrid ProtocolMadrid System MembersMadrid System Member ProfilesMadrid System Goods & Services Manager WebpageMadrid System Fee Calculator Webpage Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469892 469892 163 G5833 1:06:29 https://www.pli.edu/programs/wipo-madrid-system-strategy-tools-and-real-world-practice/474978?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 11, 2026 in New YorkWIPO Madrid System: Strategy, Tools, and Real-World Practice [00:01:00]After completing this program, participants will be prepared to:Describe the current mechanics of the Madrid System and identify recent developments relevant to US practitionersApply a strategic framework for advising clients on when to use the Madrid System versus direct national filings and issues to consider when developing a filing strategyIdentify and use WIPO's digital portfolio management tools available under eMadrid, including, Madrid Monitor, Madrid Member Profiles and the Goods & Services ManagerRecognize the most common practitioner pain points — including Central Attack risk, G&S description requirements, provisional refusal complexity, and enforcement limitations — and identify strategies for managing eachLaura M. Konkel, Anna Manville, Olivier PierrePresentation MaterialMadrid System Yearly Review Publication PageMadrid Yearly Review 2026Guide to the Madrid System: International Registration of Marks under the Madrid ProtocolMadrid System MembersMadrid System Member ProfilesMadrid System Goods & Services Manager WebpageMadrid System Fee Calculator Webpage Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 474978 474978 98 G5833 1:06:29 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469174?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Practice skills (Litigation) Technology litigation Artificial intelligence Taken from the Web Program Recorded June 10, 2026 in New YorkArtificial Intelligence in Federal Civil Practice [01:00:00]This panel will explore how recent developments in Artificial Intelligence (AI) are affecting federal civil practice. After completing this session participants will be able to:Identify practical uses of AI across key stages of federal civil litigation.Evaluate how AI is affecting litigation workflows.Incorporate emerging judicial guidance regarding the use of Artificial Intelligence into federal civil practice.IAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Panel Leader: Leila R. SiddikySpeakers: Lara A. Flath, Hon. Seth D. Eichenholtz, Hon. Taryn A. MerklPresentation MaterialArtificial Intelligence in Federal Civil Practice PowerPointLeila R. Siddiky Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469174 469174 25 G3060 1:00:00 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469183?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Practice skills (Litigation) Technology litigation Artificial intelligence Taken from the Web Program Recorded June 10, 2026 in New YorkArtificial Intelligence in Federal Civil Practice [01:00:00]This panel will explore how recent developments in Artificial Intelligence (AI) are affecting federal civil practice. After completing this session participants will be able to:Identify practical uses of AI across key stages of federal civil litigation.Evaluate how AI is affecting litigation workflows.Incorporate emerging judicial guidance regarding the use of Artificial Intelligence into federal civil practice.IAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Panel Leader: Leila R. SiddikySpeakers: Lara A. Flath, Hon. Seth D. Eichenholtz, Hon. Taryn A. MerklPresentation MaterialArtificial Intelligence in Federal Civil Practice PowerPointLeila R. Siddiky Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469183 469183 163 G3060 1:00:42 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469182?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Practice skills (Litigation) Technology litigation Artificial intelligence Taken from the Web Program Recorded June 10, 2026 in New YorkArtificial Intelligence in Federal Civil Practice [01:00:00]This panel will explore how recent developments in Artificial Intelligence (AI) are affecting federal civil practice. After completing this session participants will be able to:Identify practical uses of AI across key stages of federal civil litigation.Evaluate how AI is affecting litigation workflows.Incorporate emerging judicial guidance regarding the use of Artificial Intelligence into federal civil practice.IAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Panel Leader: Leila R. SiddikySpeakers: Lara A. Flath, Hon. Seth D. Eichenholtz, Hon. Taryn A. MerklPresentation MaterialArtificial Intelligence in Federal Civil Practice PowerPointLeila R. Siddiky Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469182 469182 98 G3060 1:00:42 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469176?tCode=WTC5_RSS01 Practice skills (Litigation) Pre-trial procedure Trial Taken from the Web Program Recorded June 10, 2026 in New YorkCurrent Pre-Trial and Trial Issues in Federal Civil Practice [01:01:33]This panel will cover current pre-trial and trial issues in federal civil practice. After completing this session participants will be able to:Analyze interesting and novel pre-trial and trial issues in federal civil practice.Examine recent trial experiences shared by leading practitioners.Incorporate judges’ feedback on recent trial practice into litigation strategy.Panel Leader: O. Andrew F. WilsonSpeakers: Lara A. Flath, Hon. Sarah L. Cave, Hon. Joseph A. MarutolloPresentation MaterialCurrent Pre-Trial and Trial Issues in Federal Civil Practice PowerPointO. Andrew F. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469176 469176 25 G3060 1:01:33 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469187?tCode=WTC5_RSS01 Practice skills (Litigation) Pre-trial procedure Trial Taken from the Web Program Recorded June 10, 2026 in New YorkCurrent Pre-Trial and Trial Issues in Federal Civil Practice [01:01:33]This panel will cover current pre-trial and trial issues in federal civil practice. After completing this session participants will be able to:Analyze interesting and novel pre-trial and trial issues in federal civil practice.Examine recent trial experiences shared by leading practitioners.Incorporate judges’ feedback on recent trial practice into litigation strategy.Panel Leader: O. Andrew F. WilsonSpeakers: Lara A. Flath, Hon. Sarah L. Cave, Hon. Joseph A. MarutolloPresentation MaterialCurrent Pre-Trial and Trial Issues in Federal Civil Practice PowerPointO. Andrew F. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469187 469187 163 G3060 1:02:15 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469186?tCode=WTC5_RSS01 Practice skills (Litigation) Pre-trial procedure Trial Taken from the Web Program Recorded June 10, 2026 in New YorkCurrent Pre-Trial and Trial Issues in Federal Civil Practice [01:01:33]This panel will cover current pre-trial and trial issues in federal civil practice. After completing this session participants will be able to:Analyze interesting and novel pre-trial and trial issues in federal civil practice.Examine recent trial experiences shared by leading practitioners.Incorporate judges’ feedback on recent trial practice into litigation strategy.Panel Leader: O. Andrew F. WilsonSpeakers: Lara A. Flath, Hon. Sarah L. Cave, Hon. Joseph A. MarutolloPresentation MaterialCurrent Pre-Trial and Trial Issues in Federal Civil Practice PowerPointO. Andrew F. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469186 469186 98 G3060 1:02:15 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469177?tCode=WTC5_RSS01 Evidence Practice skills (Litigation) Taken from the Web Program Recorded June 10, 2026 in New YorkEvidence Developments in Federal Civil Practice [00:58:37]This panel will cover evidence developments in federal civil practice. After completing this session participants will be able to: Examine the impact and application of updates to the Federal Rules of Evidence. Consider emerging case law on key evidentiary issues. Understand viewpoints of judges on recent evidence trends and disputes.  Panel Leader: Amy VegariSpeakers: Lara A. Flath, Hon. Sarah L. Cave, Hon. Joseph A. MarutolloPresentation MaterialEvidence Developments in Federal Civil Practice PowerPointAmy Vegari Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469177 469177 25 G3060 0:58:37 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469188?tCode=WTC5_RSS01 Evidence Practice skills (Litigation) Taken from the Web Program Recorded June 10, 2026 in New YorkEvidence Developments in Federal Civil Practice [00:58:37]This panel will cover evidence developments in federal civil practice. After completing this session participants will be able to: Examine the impact and application of updates to the Federal Rules of Evidence. Consider emerging case law on key evidentiary issues. Understand viewpoints of judges on recent evidence trends and disputes.  Panel Leader: Amy VegariSpeakers: Lara A. Flath, Hon. Sarah L. Cave, Hon. Joseph A. MarutolloPresentation MaterialEvidence Developments in Federal Civil Practice PowerPointAmy Vegari Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469188 469188 98 G3060 0:59:19 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469189?tCode=WTC5_RSS01 Evidence Practice skills (Litigation) Taken from the Web Program Recorded June 10, 2026 in New YorkEvidence Developments in Federal Civil Practice [00:58:37]This panel will cover evidence developments in federal civil practice. After completing this session participants will be able to: Examine the impact and application of updates to the Federal Rules of Evidence. Consider emerging case law on key evidentiary issues. Understand viewpoints of judges on recent evidence trends and disputes.  Panel Leader: Amy VegariSpeakers: Lara A. Flath, Hon. Sarah L. Cave, Hon. Joseph A. MarutolloPresentation MaterialEvidence Developments in Federal Civil Practice PowerPointAmy Vegari Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469189 469189 163 G3060 0:59:19 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469173?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Taken from the Web Program Recorded June 10, 2026 in New YorkEthics Developments in Federal Civil Practice [01:00:45]This panel will cover ethics developments in federal civil practice. After completing this session participants will be able to:Identify new guidance pertaining to relevant ethics rules in federal civil practice.Analyze cutting edge ethics issues that implicate both litigation and corporate matters.Consider judges’ views on ethical issues and case law.Panel Leader: Lawrence S. SpiegelSpeakers: Lara A. Flath, Hon. Seth D. Eichenholtz, Hon. Taryn A. MerklPresentation MaterialEthics Developments in Federal Civil Practice PowerPointLawrence S. Spiegel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469173 469173 25 G3060 1:00:45 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469181?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Taken from the Web Program Recorded June 10, 2026 in New YorkEthics Developments in Federal Civil Practice [01:00:45]This panel will cover ethics developments in federal civil practice. After completing this session participants will be able to:Identify new guidance pertaining to relevant ethics rules in federal civil practice.Analyze cutting edge ethics issues that implicate both litigation and corporate matters.Consider judges’ views on ethical issues and case law.Panel Leader: Lawrence S. SpiegelSpeakers: Lara A. Flath, Hon. Seth D. Eichenholtz, Hon. Taryn A. MerklPresentation MaterialEthics Developments in Federal Civil Practice PowerPointLawrence S. Spiegel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469181 469181 163 G3060 1:01:27 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469180?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Taken from the Web Program Recorded June 10, 2026 in New YorkEthics Developments in Federal Civil Practice [01:00:45]This panel will cover ethics developments in federal civil practice. After completing this session participants will be able to:Identify new guidance pertaining to relevant ethics rules in federal civil practice.Analyze cutting edge ethics issues that implicate both litigation and corporate matters.Consider judges’ views on ethical issues and case law.Panel Leader: Lawrence S. SpiegelSpeakers: Lara A. Flath, Hon. Seth D. Eichenholtz, Hon. Taryn A. MerklPresentation MaterialEthics Developments in Federal Civil Practice PowerPointLawrence S. Spiegel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469180 469180 98 G3060 1:01:28 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469185?tCode=WTC5_RSS01 Litigation Practice skills (Litigation) Taken from the Web Program Recorded June 10, 2026 in New YorkCircuit Splits in the Federal Courts [00:01:00]This panel will cover recent circuit splits in the federal courts. After completing this session participants will be able to:Identify recent developments in timely circuit splits in the federal courts.Evaluate the Supreme Court’s most recent decisions resolving these open legal issues.Consider judges’ views on unresolved and emerging legal issues.Panel Leader: Thania CharmaniSpeakers: Lara A. Flath, Hon. Seth D. Eichenholtz, Hon. Taryn A. MerklPresentation MaterialCircuit Splits in the Federal Courts PowerPointThania Charmani Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469185 469185 163 G3060 1:01:21 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469184?tCode=WTC5_RSS01 Litigation Practice skills (Litigation) Taken from the Web Program Recorded June 10, 2026 in New YorkCircuit Splits in the Federal Courts [00:01:00]This panel will cover recent circuit splits in the federal courts. After completing this session participants will be able to:Identify recent developments in timely circuit splits in the federal courts.Evaluate the Supreme Court’s most recent decisions resolving these open legal issues.Consider judges’ views on unresolved and emerging legal issues.Panel Leader: Thania CharmaniSpeakers: Lara A. Flath, Hon. Seth D. Eichenholtz, Hon. Taryn A. MerklPresentation MaterialCircuit Splits in the Federal Courts PowerPointThania Charmani Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469184 469184 98 G3060 1:01:22 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469175?tCode=WTC5_RSS01 Litigation Practice skills (Litigation) Taken from the Web Program Recorded June 10, 2026 in New YorkCircuit Splits in the Federal Courts [00:01:00]This panel will cover recent circuit splits in the federal courts. After completing this session participants will be able to:Identify recent developments in timely circuit splits in the federal courts.Evaluate the Supreme Court’s most recent decisions resolving these open legal issues.Consider judges’ views on unresolved and emerging legal issues.Panel Leader: Thania CharmaniSpeakers: Lara A. Flath, Hon. Seth D. Eichenholtz, Hon. Taryn A. MerklPresentation MaterialCircuit Splits in the Federal Courts PowerPointThania Charmani Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469175 469175 25 G3060 1:00:39 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469178?tCode=WTC5_RSS01 Discovery Practice skills (Litigation) Pre-trial procedure Taken from the Web Program Recorded June 10, 2026 in New YorkUpdate on Discovery Issues in Federal Civil Practice [01:07:21]This panel will provide an update on electronic and other fact and expert discovery issues. After completing this session participants will be able to:  Apply best practices in managing discovery. Analyze recent case law related to discovery disputes. Gain insights from federal judges on the discovery issues they encounter. Panel Leader: Christopher M. AndrewsSpeakers: Lara A. Flath, Hon. Sarah L. Cave, Hon. Joseph A. MarutolloPresentation MaterialUpdate on Discovery Issues in Federal Civil Practice PowerPointChristopher M. Andrews Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469178 469178 25 G3060 1:07:21 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469191?tCode=WTC5_RSS01 Discovery Practice skills (Litigation) Pre-trial procedure Taken from the Web Program Recorded June 10, 2026 in New YorkUpdate on Discovery Issues in Federal Civil Practice [01:07:21]This panel will provide an update on electronic and other fact and expert discovery issues. After completing this session participants will be able to:  Apply best practices in managing discovery. Analyze recent case law related to discovery disputes. Gain insights from federal judges on the discovery issues they encounter. Panel Leader: Christopher M. AndrewsSpeakers: Lara A. Flath, Hon. Sarah L. Cave, Hon. Joseph A. MarutolloPresentation MaterialUpdate on Discovery Issues in Federal Civil Practice PowerPointChristopher M. Andrews Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469191 469191 163 G3060 1:08:03 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/469190?tCode=WTC5_RSS01 Discovery Practice skills (Litigation) Pre-trial procedure Taken from the Web Program Recorded June 10, 2026 in New YorkUpdate on Discovery Issues in Federal Civil Practice [01:07:21]This panel will provide an update on electronic and other fact and expert discovery issues. After completing this session participants will be able to:  Apply best practices in managing discovery. Analyze recent case law related to discovery disputes. Gain insights from federal judges on the discovery issues they encounter. Panel Leader: Christopher M. AndrewsSpeakers: Lara A. Flath, Hon. Sarah L. Cave, Hon. Joseph A. MarutolloPresentation MaterialUpdate on Discovery Issues in Federal Civil Practice PowerPointChristopher M. Andrews Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469190 469190 98 G3060 1:08:03 https://www.pli.edu/programs/hot-topics-in-advertising-law/468723?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkFTC and NAD Updates: Advertising Year in Review and Enforcement Priorities [00:01:00]This session will identify FTC and NAD priorities and areas advertisers should keep on their radars. Learn lessons from recent enforcement actions and disputes. After completing this session, participants will be able to:Identify FTC consumer protection enforcement priorities in 2026Outline the latest developments in advertising disputes at the NAD and NARBChristine DeLorme, William FrazierThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Federal Trade Commission, Press Release, FTC Takes Action to Restore Competition in the Digital Advertising Ecosystem (April 15, 2026)Christine L. DeLormeFederal Trade Commission, Press Release, FTC Submits Draft ANPRM Related to Negative Option Plans to OMB for Review (January 30, 2026)Christine L. DeLormeFederal Trade Commission, Business Guidance Resources, Complying with the Made in USA StandardChristine L. DeLormeFederal Trade Commission, Press Release, FTC Launches Inquiry into AI Chatbots Acting as Companions (September 11, 2025)Christine L. DeLormePresentation MaterialFTC Year in ReviewChristine L. DeLormeUpdates from the National Advertising DivisionWilliam Frazier Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468723 468723 163 G3107 1:07:12 https://www.pli.edu/programs/hot-topics-in-advertising-law/468721?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkFTC and NAD Updates: Advertising Year in Review and Enforcement Priorities [00:01:00]This session will identify FTC and NAD priorities and areas advertisers should keep on their radars. Learn lessons from recent enforcement actions and disputes. After completing this session, participants will be able to:Identify FTC consumer protection enforcement priorities in 2026Outline the latest developments in advertising disputes at the NAD and NARBChristine DeLorme, William FrazierThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Federal Trade Commission, Press Release, FTC Takes Action to Restore Competition in the Digital Advertising Ecosystem (April 15, 2026)Christine L. DeLormeFederal Trade Commission, Press Release, FTC Submits Draft ANPRM Related to Negative Option Plans to OMB for Review (January 30, 2026)Christine L. DeLormeFederal Trade Commission, Business Guidance Resources, Complying with the Made in USA StandardChristine L. DeLormeFederal Trade Commission, Press Release, FTC Launches Inquiry into AI Chatbots Acting as Companions (September 11, 2025)Christine L. DeLormePresentation MaterialFTC Year in ReviewChristine L. DeLormeUpdates from the National Advertising DivisionWilliam Frazier Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468721 468721 98 G3107 1:07:12 https://www.pli.edu/programs/hot-topics-in-advertising-law/468722?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkFTC and NAD Updates: Advertising Year in Review and Enforcement Priorities [00:01:00]This session will identify FTC and NAD priorities and areas advertisers should keep on their radars. Learn lessons from recent enforcement actions and disputes. After completing this session, participants will be able to:Identify FTC consumer protection enforcement priorities in 2026Outline the latest developments in advertising disputes at the NAD and NARBChristine DeLorme, William FrazierThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Federal Trade Commission, Press Release, FTC Takes Action to Restore Competition in the Digital Advertising Ecosystem (April 15, 2026)Christine L. DeLormeFederal Trade Commission, Press Release, FTC Submits Draft ANPRM Related to Negative Option Plans to OMB for Review (January 30, 2026)Christine L. DeLormeFederal Trade Commission, Business Guidance Resources, Complying with the Made in USA StandardChristine L. DeLormeFederal Trade Commission, Press Release, FTC Launches Inquiry into AI Chatbots Acting as Companions (September 11, 2025)Christine L. DeLormePresentation MaterialFTC Year in ReviewChristine L. DeLormeUpdates from the National Advertising DivisionWilliam Frazier Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468722 468722 25 G3107 1:06:30 https://www.pli.edu/programs/hot-topics-in-advertising-law/468706?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkEthics for Advertising Lawyers [00:01:00]After completing this session, participants will be able to:Explore best practices for avoiding ethical pitfalls using real-world hypotheticalsLearn how to spot ethical issues before they become problemsTailor appropriate communications with adverse parties and identify the ethical nuances between disclosure, omission, and outright deceptionUnderstand when they need to seek a conflict waiver from a current or former clientUnderstand when they can use work product created for one client when advising another client (how to charge the second client for that work product)Understand how they can provide legal services when located in a state to which they are not admittedAshima A. Dayal, Paul R. TremblayThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley, Artificial Intelligence Update, Generative AI and Privilege: Practical Lessons from Two Early Decisions and What Comes Next (February 27, 2026)Randi W. SingerMemorandum, United States of America v. Heppner, No. 1:25-cr-00503-JSR (S.D.N.Y. 2026)Ashima A. DayalOrder Denying Plaintiff’s Motion for Sanctions Based on Non-Compliance with a Court Order (ECF No. 68), Granting in Part, Denying in Part, and Deeming Withdrawn in Part Defendant’s Motion to Compel (ECF No. 80), and Striking the Non-Joint Statement (ECF No. 89), Warner v. Gilbarco, Inc., et al., No. 2:24-cv-12333 (E.D. Mich. 2026)Ashima A. DayalPresentation MaterialEthics for Advertising LawyersAshima A. Dayal, Paul R. Tremblay Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468706 468706 98 G3107 1:01:36 https://www.pli.edu/programs/hot-topics-in-advertising-law/468707?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkEthics for Advertising Lawyers [00:01:00]After completing this session, participants will be able to:Explore best practices for avoiding ethical pitfalls using real-world hypotheticalsLearn how to spot ethical issues before they become problemsTailor appropriate communications with adverse parties and identify the ethical nuances between disclosure, omission, and outright deceptionUnderstand when they need to seek a conflict waiver from a current or former clientUnderstand when they can use work product created for one client when advising another client (how to charge the second client for that work product)Understand how they can provide legal services when located in a state to which they are not admittedAshima A. Dayal, Paul R. TremblayThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley, Artificial Intelligence Update, Generative AI and Privilege: Practical Lessons from Two Early Decisions and What Comes Next (February 27, 2026)Randi W. SingerMemorandum, United States of America v. Heppner, No. 1:25-cr-00503-JSR (S.D.N.Y. 2026)Ashima A. DayalOrder Denying Plaintiff’s Motion for Sanctions Based on Non-Compliance with a Court Order (ECF No. 68), Granting in Part, Denying in Part, and Deeming Withdrawn in Part Defendant’s Motion to Compel (ECF No. 80), and Striking the Non-Joint Statement (ECF No. 89), Warner v. Gilbarco, Inc., et al., No. 2:24-cv-12333 (E.D. Mich. 2026)Ashima A. DayalPresentation MaterialEthics for Advertising LawyersAshima A. Dayal, Paul R. Tremblay Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468707 468707 25 G3107 1:00:55 https://www.pli.edu/programs/hot-topics-in-advertising-law/468708?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkEthics for Advertising Lawyers [00:01:00]After completing this session, participants will be able to:Explore best practices for avoiding ethical pitfalls using real-world hypotheticalsLearn how to spot ethical issues before they become problemsTailor appropriate communications with adverse parties and identify the ethical nuances between disclosure, omission, and outright deceptionUnderstand when they need to seek a conflict waiver from a current or former clientUnderstand when they can use work product created for one client when advising another client (how to charge the second client for that work product)Understand how they can provide legal services when located in a state to which they are not admittedAshima A. Dayal, Paul R. TremblayThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley, Artificial Intelligence Update, Generative AI and Privilege: Practical Lessons from Two Early Decisions and What Comes Next (February 27, 2026)Randi W. SingerMemorandum, United States of America v. Heppner, No. 1:25-cr-00503-JSR (S.D.N.Y. 2026)Ashima A. DayalOrder Denying Plaintiff’s Motion for Sanctions Based on Non-Compliance with a Court Order (ECF No. 68), Granting in Part, Denying in Part, and Deeming Withdrawn in Part Defendant’s Motion to Compel (ECF No. 80), and Striking the Non-Joint Statement (ECF No. 89), Warner v. Gilbarco, Inc., et al., No. 2:24-cv-12333 (E.D. Mich. 2026)Ashima A. DayalPresentation MaterialEthics for Advertising LawyersAshima A. Dayal, Paul R. Tremblay Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468708 468708 163 G3107 1:01:36 https://www.pli.edu/programs/hot-topics-in-advertising-law/468711?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkAdvertising in Regulated Industries – Even if You’re Not in One [00:01:00]After completing this session, participants will be able to:Spot the regulatory frameworks and recurring advertising pitfalls in alcohol, cannabis, and pharmaceutical marketingNavigate Olympics-related marketing restrictions and trademark/ambush-marketing risk (including common sponsorship, affiliation, and athlete-related issues)Assess compliance and liability exposure for “adjacent” brands when social media campaigns, co-branding, commercial co-ventures, influencers, or product tie-ins intersect with regulated categoriesImplement practical safeguards for regulated-industry campaigns, including substantiation, required disclosures, stakeholder approvals, and contract terms with agencies and promotional partnersRandi Singer (Panel Leader), Louis DiLorenzo, Sarah M. Kerner, Eva PulliamThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York State, Office of Cannabis Management, Part 129: Marketing & Advertising GuidanceRandi W. SingerU.S. Department of the Treasury, Alcohol and Tobacco Tax and Trade Bureau, Alcohol Beverage AdvertisingRandi W. SingerU.S. Department of the Treasury, Alcohol and Tobacco Tax and Trade Bureau, Alcohol Beverage Advertising Fact SheetRandi W. SingerU.S. Department of the Treasury, Alcohol and Tobacco Tax and Trade Bureau, Industry Circulars 2024-1, Use of Social Media in the Advertising of Alcohol Beverages (October 30, 2024)Randi W. SingerLetter from the Food and Drug Administration to Yemisi Oluwatosin, Sobi, Inc., Re: NDA 208712, VONJO® (pacritinib) Capsules, for Oral Use, MA 723 (February 6, 2025)Randi W. SingerLetter from the Food and Drug Administration to Purve Pate, argenx US, Inc., Re: BLA 761304, VYVGART HYTRULO® (efgartigimod alfa and hyaluronidase-qvfc) Injection, for Subcutaneous Use, MA 548 (January 30, 2026)Randi W. SingerU.S. Food and Drug Administration, Press Release, FDA Warns 30 Telehealth Companies Against Illegal Marketing of Compounded GLP-1s (March 3, 2026)Randi W. SingerPresentation MaterialAdvertising in Regulated Industries – Even if You’re Not in OneLouis DiLorenzo, Sarah M. Kerner, Eva Pulliam, Randi W. Singer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468711 468711 163 G3107 1:00:56 https://www.pli.edu/programs/hot-topics-in-advertising-law/468709?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkAdvertising in Regulated Industries – Even if You’re Not in One [00:01:00]After completing this session, participants will be able to:Spot the regulatory frameworks and recurring advertising pitfalls in alcohol, cannabis, and pharmaceutical marketingNavigate Olympics-related marketing restrictions and trademark/ambush-marketing risk (including common sponsorship, affiliation, and athlete-related issues)Assess compliance and liability exposure for “adjacent” brands when social media campaigns, co-branding, commercial co-ventures, influencers, or product tie-ins intersect with regulated categoriesImplement practical safeguards for regulated-industry campaigns, including substantiation, required disclosures, stakeholder approvals, and contract terms with agencies and promotional partnersRandi Singer (Panel Leader), Louis DiLorenzo, Sarah M. Kerner, Eva PulliamThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York State, Office of Cannabis Management, Part 129: Marketing & Advertising GuidanceRandi W. SingerU.S. Department of the Treasury, Alcohol and Tobacco Tax and Trade Bureau, Alcohol Beverage AdvertisingRandi W. SingerU.S. Department of the Treasury, Alcohol and Tobacco Tax and Trade Bureau, Alcohol Beverage Advertising Fact SheetRandi W. SingerU.S. Department of the Treasury, Alcohol and Tobacco Tax and Trade Bureau, Industry Circulars 2024-1, Use of Social Media in the Advertising of Alcohol Beverages (October 30, 2024)Randi W. SingerLetter from the Food and Drug Administration to Yemisi Oluwatosin, Sobi, Inc., Re: NDA 208712, VONJO® (pacritinib) Capsules, for Oral Use, MA 723 (February 6, 2025)Randi W. SingerLetter from the Food and Drug Administration to Purve Pate, argenx US, Inc., Re: BLA 761304, VYVGART HYTRULO® (efgartigimod alfa and hyaluronidase-qvfc) Injection, for Subcutaneous Use, MA 548 (January 30, 2026)Randi W. SingerU.S. Food and Drug Administration, Press Release, FDA Warns 30 Telehealth Companies Against Illegal Marketing of Compounded GLP-1s (March 3, 2026)Randi W. SingerPresentation MaterialAdvertising in Regulated Industries – Even if You’re Not in OneLouis DiLorenzo, Sarah M. Kerner, Eva Pulliam, Randi W. Singer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468709 468709 98 G3107 1:00:56 https://www.pli.edu/programs/hot-topics-in-advertising-law/468710?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkAdvertising in Regulated Industries – Even if You’re Not in One [00:01:00]After completing this session, participants will be able to:Spot the regulatory frameworks and recurring advertising pitfalls in alcohol, cannabis, and pharmaceutical marketingNavigate Olympics-related marketing restrictions and trademark/ambush-marketing risk (including common sponsorship, affiliation, and athlete-related issues)Assess compliance and liability exposure for “adjacent” brands when social media campaigns, co-branding, commercial co-ventures, influencers, or product tie-ins intersect with regulated categoriesImplement practical safeguards for regulated-industry campaigns, including substantiation, required disclosures, stakeholder approvals, and contract terms with agencies and promotional partnersRandi Singer (Panel Leader), Louis DiLorenzo, Sarah M. Kerner, Eva PulliamThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York State, Office of Cannabis Management, Part 129: Marketing & Advertising GuidanceRandi W. SingerU.S. Department of the Treasury, Alcohol and Tobacco Tax and Trade Bureau, Alcohol Beverage AdvertisingRandi W. SingerU.S. Department of the Treasury, Alcohol and Tobacco Tax and Trade Bureau, Alcohol Beverage Advertising Fact SheetRandi W. SingerU.S. Department of the Treasury, Alcohol and Tobacco Tax and Trade Bureau, Industry Circulars 2024-1, Use of Social Media in the Advertising of Alcohol Beverages (October 30, 2024)Randi W. SingerLetter from the Food and Drug Administration to Yemisi Oluwatosin, Sobi, Inc., Re: NDA 208712, VONJO® (pacritinib) Capsules, for Oral Use, MA 723 (February 6, 2025)Randi W. SingerLetter from the Food and Drug Administration to Purve Pate, argenx US, Inc., Re: BLA 761304, VYVGART HYTRULO® (efgartigimod alfa and hyaluronidase-qvfc) Injection, for Subcutaneous Use, MA 548 (January 30, 2026)Randi W. SingerU.S. Food and Drug Administration, Press Release, FDA Warns 30 Telehealth Companies Against Illegal Marketing of Compounded GLP-1s (March 3, 2026)Randi W. SingerPresentation MaterialAdvertising in Regulated Industries – Even if You’re Not in OneLouis DiLorenzo, Sarah M. Kerner, Eva Pulliam, Randi W. Singer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468710 468710 25 G3107 1:00:15 https://www.pli.edu/programs/hot-topics-in-advertising-law/468713?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkPrivacy: the Collection and use of Data in 2026 [01:00:19]As advertisers rely on behavioral targeting and data-driven marketing, privacy law continues to evolve at the state, federal, and international levels. This is especially relevant given new laws that prohibit targeting of minors. This panel will address the collection, sharing, and sale of personal and de-identified data; contractual risks with third-party vendors and ad-tech partners; compliance obligations affecting minors; and cross-border data considerations. Speakers will focus on governance structures and practical steps to mitigate regulatory and litigation exposure. After completing this session, participants will be able to:Understand and navigate the ever evolving privacy law landscape across state, federal, and international regimes.Learn about and apply key compliance obligations affecting minors, including new restrictions on behavioral targeting and heightened consent/notice expectations.Assess legal risk in the collection, sharing, and sale of personal data and “de-identified” data.Strengthen contracts and oversight with third-party vendors and ad-tech partners.Navigate cross-border data considerations that affect global campaigns, including transfer restrictions, localization requirements, and regulator expectations.Implement governance structures and practical controls to reduce regulatory and litigation exposure.IAPP Privacy credit for Privacy Professionals  Marc Roth (Panel Leader), George Pappachen, Susan Parker, Tracy PulitoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:A.B. 1709, 2025–2026 Reg. Sess. (Cal. 2026)Marc RothFederal Trade Commission, Press Release, FTC Finalizes Changes to Children’s Privacy Rule Limiting Companies’ Ability to Monetize Kids’ Data (January 16, 2025)Marc RothFederal Trade Commission, Children’s Online Privacy Protection Rule, 90 Fed. Reg. 16918, No. 76 (April 22, 2025)Marc RothPresentation MaterialDummy PPT for Polling Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468713 468713 25 G3107 1:00:19 https://www.pli.edu/programs/hot-topics-in-advertising-law/468714?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkPrivacy: the Collection and use of Data in 2026 [01:00:19]As advertisers rely on behavioral targeting and data-driven marketing, privacy law continues to evolve at the state, federal, and international levels. This is especially relevant given new laws that prohibit targeting of minors. This panel will address the collection, sharing, and sale of personal and de-identified data; contractual risks with third-party vendors and ad-tech partners; compliance obligations affecting minors; and cross-border data considerations. Speakers will focus on governance structures and practical steps to mitigate regulatory and litigation exposure. After completing this session, participants will be able to:Understand and navigate the ever evolving privacy law landscape across state, federal, and international regimes.Learn about and apply key compliance obligations affecting minors, including new restrictions on behavioral targeting and heightened consent/notice expectations.Assess legal risk in the collection, sharing, and sale of personal data and “de-identified” data.Strengthen contracts and oversight with third-party vendors and ad-tech partners.Navigate cross-border data considerations that affect global campaigns, including transfer restrictions, localization requirements, and regulator expectations.Implement governance structures and practical controls to reduce regulatory and litigation exposure.IAPP Privacy credit for Privacy Professionals  Marc Roth (Panel Leader), George Pappachen, Susan Parker, Tracy PulitoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:A.B. 1709, 2025–2026 Reg. Sess. (Cal. 2026)Marc RothFederal Trade Commission, Press Release, FTC Finalizes Changes to Children’s Privacy Rule Limiting Companies’ Ability to Monetize Kids’ Data (January 16, 2025)Marc RothFederal Trade Commission, Children’s Online Privacy Protection Rule, 90 Fed. Reg. 16918, No. 76 (April 22, 2025)Marc RothPresentation MaterialDummy PPT for Polling Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468714 468714 163 G3107 1:01:01 https://www.pli.edu/programs/hot-topics-in-advertising-law/468712?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkPrivacy: the Collection and use of Data in 2026 [01:00:19]As advertisers rely on behavioral targeting and data-driven marketing, privacy law continues to evolve at the state, federal, and international levels. This is especially relevant given new laws that prohibit targeting of minors. This panel will address the collection, sharing, and sale of personal and de-identified data; contractual risks with third-party vendors and ad-tech partners; compliance obligations affecting minors; and cross-border data considerations. Speakers will focus on governance structures and practical steps to mitigate regulatory and litigation exposure. After completing this session, participants will be able to:Understand and navigate the ever evolving privacy law landscape across state, federal, and international regimes.Learn about and apply key compliance obligations affecting minors, including new restrictions on behavioral targeting and heightened consent/notice expectations.Assess legal risk in the collection, sharing, and sale of personal data and “de-identified” data.Strengthen contracts and oversight with third-party vendors and ad-tech partners.Navigate cross-border data considerations that affect global campaigns, including transfer restrictions, localization requirements, and regulator expectations.Implement governance structures and practical controls to reduce regulatory and litigation exposure.IAPP Privacy credit for Privacy Professionals  Marc Roth (Panel Leader), George Pappachen, Susan Parker, Tracy PulitoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:A.B. 1709, 2025–2026 Reg. Sess. (Cal. 2026)Marc RothFederal Trade Commission, Press Release, FTC Finalizes Changes to Children’s Privacy Rule Limiting Companies’ Ability to Monetize Kids’ Data (January 16, 2025)Marc RothFederal Trade Commission, Children’s Online Privacy Protection Rule, 90 Fed. Reg. 16918, No. 76 (April 22, 2025)Marc RothPresentation MaterialDummy PPT for Polling Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468712 468712 98 G3107 1:01:01 https://www.pli.edu/programs/hot-topics-in-advertising-law/468715?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkRight of Publicity and Advertising: NIL in the Age of AI [00:01:00]After completing this session, participants will be able to:Identify right of publicity and NIL-related risks triggered by digital performers, voice cloning, and AI-generated “look-alike” contentEvaluate copyright and trademark issues that arise when training, generating, or distributing synthetic content that incorporates protected works, names, logos, or trade dressStructure contracts to allocate risk among brands, agencies, and creative partners (including reps & warranties, indemnities, approvals, and insurance considerations)Apply emerging state-law requirements governing digital replicas—including the “NY Digital Performer Law”—with a focus on consent, required disclosures, and recordkeepingImplement practical safeguards for concepting, production, and clearance (e.g., talent permissions, synthetic-use restrictions, disclosure language, and vendor due diligence)IAPP Privacy credit for Privacy Professionals  Ashima Dayal (Panel Leader), Luke A. Fedlam, Alicia Jessop, Benjamin Roach, Scott A. ShafferThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Memorandum Opinion, Thomson Reuters Enterprise Centre GmbH v. ROSS Intelligence Inc., No. 1:20-cv-613-SB (D. Del. 2025)Ashima A. DayalOrder on Fair Use, Bartz, et al. v. Anthropic PBC, No. C 24-05417 WHA (N.D. Cal. 2025)Ashima A. DayalOpinion and Order, In Re: OpenAI, Inc. Copyright Infringement Litigation, No. 25-md-3143 (SHS) (OTW) (S.D.N.Y. 2025)Ashima A. DayalNo Fakes Act of 2025, H.R. 2794, 119th Cong. (2025)Ashima A. DayalS.B. 683, Ch 590, 2025–2026 Reg. Sess. (Cal. 2025)Ashima A. DayalPresentation MaterialRight of Publicity and Advertising: NIL in the Age of AIAshima A. Dayal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468715 468715 98 G3107 1:01:37 https://www.pli.edu/programs/hot-topics-in-advertising-law/468717?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkRight of Publicity and Advertising: NIL in the Age of AI [00:01:00]After completing this session, participants will be able to:Identify right of publicity and NIL-related risks triggered by digital performers, voice cloning, and AI-generated “look-alike” contentEvaluate copyright and trademark issues that arise when training, generating, or distributing synthetic content that incorporates protected works, names, logos, or trade dressStructure contracts to allocate risk among brands, agencies, and creative partners (including reps & warranties, indemnities, approvals, and insurance considerations)Apply emerging state-law requirements governing digital replicas—including the “NY Digital Performer Law”—with a focus on consent, required disclosures, and recordkeepingImplement practical safeguards for concepting, production, and clearance (e.g., talent permissions, synthetic-use restrictions, disclosure language, and vendor due diligence)IAPP Privacy credit for Privacy Professionals  Ashima Dayal (Panel Leader), Luke A. Fedlam, Alicia Jessop, Benjamin Roach, Scott A. ShafferThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Memorandum Opinion, Thomson Reuters Enterprise Centre GmbH v. ROSS Intelligence Inc., No. 1:20-cv-613-SB (D. Del. 2025)Ashima A. DayalOrder on Fair Use, Bartz, et al. v. Anthropic PBC, No. C 24-05417 WHA (N.D. Cal. 2025)Ashima A. DayalOpinion and Order, In Re: OpenAI, Inc. Copyright Infringement Litigation, No. 25-md-3143 (SHS) (OTW) (S.D.N.Y. 2025)Ashima A. DayalNo Fakes Act of 2025, H.R. 2794, 119th Cong. (2025)Ashima A. DayalS.B. 683, Ch 590, 2025–2026 Reg. Sess. (Cal. 2025)Ashima A. DayalPresentation MaterialRight of Publicity and Advertising: NIL in the Age of AIAshima A. Dayal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468717 468717 163 G3107 1:01:37 https://www.pli.edu/programs/hot-topics-in-advertising-law/468716?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkRight of Publicity and Advertising: NIL in the Age of AI [00:01:00]After completing this session, participants will be able to:Identify right of publicity and NIL-related risks triggered by digital performers, voice cloning, and AI-generated “look-alike” contentEvaluate copyright and trademark issues that arise when training, generating, or distributing synthetic content that incorporates protected works, names, logos, or trade dressStructure contracts to allocate risk among brands, agencies, and creative partners (including reps & warranties, indemnities, approvals, and insurance considerations)Apply emerging state-law requirements governing digital replicas—including the “NY Digital Performer Law”—with a focus on consent, required disclosures, and recordkeepingImplement practical safeguards for concepting, production, and clearance (e.g., talent permissions, synthetic-use restrictions, disclosure language, and vendor due diligence)IAPP Privacy credit for Privacy Professionals  Ashima Dayal (Panel Leader), Luke A. Fedlam, Alicia Jessop, Benjamin Roach, Scott A. ShafferThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Memorandum Opinion, Thomson Reuters Enterprise Centre GmbH v. ROSS Intelligence Inc., No. 1:20-cv-613-SB (D. Del. 2025)Ashima A. DayalOrder on Fair Use, Bartz, et al. v. Anthropic PBC, No. C 24-05417 WHA (N.D. Cal. 2025)Ashima A. DayalOpinion and Order, In Re: OpenAI, Inc. Copyright Infringement Litigation, No. 25-md-3143 (SHS) (OTW) (S.D.N.Y. 2025)Ashima A. DayalNo Fakes Act of 2025, H.R. 2794, 119th Cong. (2025)Ashima A. DayalS.B. 683, Ch 590, 2025–2026 Reg. Sess. (Cal. 2025)Ashima A. DayalPresentation MaterialRight of Publicity and Advertising: NIL in the Age of AIAshima A. Dayal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468716 468716 25 G3107 1:00:56 https://www.pli.edu/programs/hot-topics-in-advertising-law/468718?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkThe Changing Legal Landscape of Advertising on Social Media [00:01:00]After completing this session, participants will be able to:Assess how new state and federal social media laws effective in 2026 (and other pending federal legislation) impact advertisers’ operational and compliance risk, including age verification, time-of-use limits, and algorithmic design rulesEvaluate how emerging regulation reshapes ad targeting, campaign design, influencer marketing, and product launches on social platformsIdentify key enforcement trends and litigation developments, and translate them into practical compliance guardrails for marketing teams and agency partnersSpot additional risk areas for political and issue advertising, including platform-specific eligibility requirements, audience restrictions, and emerging state rules affecting digital political ad disclosures and targetingIAPP Privacy credit for Privacy Professionals  Tsan Abrahamson (Panel Leader), Gena Feist, Effie Galanis, Andrew B. LustigmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Preliminary Statement, Federal Trade Commission. v. Dentsu US, Inc., No. 4:26-cv-469 (N.D. Tex. 2026)Tsan AbrahamsonKids off Social Media Act, S. 278, 119th Cong. (2025)Tsan AbrahamsonSlip Opinion, Free Speech Coalition, Inc. v. Paxton, No. 23-1122 (2025)Tsan AbrahamsonPresentation MaterialThe Changing Legal Landscape of Advertising on Social MediaTsan Abrahamson, Effie Galanis, Andrew B. Lustigman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468718 468718 98 G3107 1:01:19 https://www.pli.edu/programs/hot-topics-in-advertising-law/468720?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkThe Changing Legal Landscape of Advertising on Social Media [00:01:00]After completing this session, participants will be able to:Assess how new state and federal social media laws effective in 2026 (and other pending federal legislation) impact advertisers’ operational and compliance risk, including age verification, time-of-use limits, and algorithmic design rulesEvaluate how emerging regulation reshapes ad targeting, campaign design, influencer marketing, and product launches on social platformsIdentify key enforcement trends and litigation developments, and translate them into practical compliance guardrails for marketing teams and agency partnersSpot additional risk areas for political and issue advertising, including platform-specific eligibility requirements, audience restrictions, and emerging state rules affecting digital political ad disclosures and targetingIAPP Privacy credit for Privacy Professionals  Tsan Abrahamson (Panel Leader), Gena Feist, Effie Galanis, Andrew B. LustigmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Preliminary Statement, Federal Trade Commission. v. Dentsu US, Inc., No. 4:26-cv-469 (N.D. Tex. 2026)Tsan AbrahamsonKids off Social Media Act, S. 278, 119th Cong. (2025)Tsan AbrahamsonSlip Opinion, Free Speech Coalition, Inc. v. Paxton, No. 23-1122 (2025)Tsan AbrahamsonPresentation MaterialThe Changing Legal Landscape of Advertising on Social MediaTsan Abrahamson, Effie Galanis, Andrew B. Lustigman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468720 468720 163 G3107 1:01:19 https://www.pli.edu/programs/hot-topics-in-advertising-law/468719?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2026 in New YorkThe Changing Legal Landscape of Advertising on Social Media [00:01:00]After completing this session, participants will be able to:Assess how new state and federal social media laws effective in 2026 (and other pending federal legislation) impact advertisers’ operational and compliance risk, including age verification, time-of-use limits, and algorithmic design rulesEvaluate how emerging regulation reshapes ad targeting, campaign design, influencer marketing, and product launches on social platformsIdentify key enforcement trends and litigation developments, and translate them into practical compliance guardrails for marketing teams and agency partnersSpot additional risk areas for political and issue advertising, including platform-specific eligibility requirements, audience restrictions, and emerging state rules affecting digital political ad disclosures and targetingIAPP Privacy credit for Privacy Professionals  Tsan Abrahamson (Panel Leader), Gena Feist, Effie Galanis, Andrew B. LustigmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Preliminary Statement, Federal Trade Commission. v. Dentsu US, Inc., No. 4:26-cv-469 (N.D. Tex. 2026)Tsan AbrahamsonKids off Social Media Act, S. 278, 119th Cong. (2025)Tsan AbrahamsonSlip Opinion, Free Speech Coalition, Inc. v. Paxton, No. 23-1122 (2025)Tsan AbrahamsonPresentation MaterialThe Changing Legal Landscape of Advertising on Social MediaTsan Abrahamson, Effie Galanis, Andrew B. Lustigman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468719 468719 25 G3107 1:00:38 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469031?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 9, 2026 in New YorkResponsible Use of Emerging Technology [00:01:00]After completing the session, participants will be able to:Identify key human rights risks associated with new and emerging technologies including artificial intelligence (AI)Consider how to integrate human rights principles drawn from the UNGPs and OECD principles into core business decision-making as it relates to new technologyUnderstand from practitioners what this work looks like within the context of an in-house settingIAPP Privacy credit for Privacy ProfessionalsNicole Karlebach, Sarah Altschuller, Alex Walden, Katie Shay PeraultThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Resource Page: Responsible Use of Emerging TechnologyNicole Karlebach Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469031 469031 163 G3032 0:59:29 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469032?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 9, 2026 in New YorkResponsible Use of Emerging Technology [00:01:00]After completing the session, participants will be able to:Identify key human rights risks associated with new and emerging technologies including artificial intelligence (AI)Consider how to integrate human rights principles drawn from the UNGPs and OECD principles into core business decision-making as it relates to new technologyUnderstand from practitioners what this work looks like within the context of an in-house settingIAPP Privacy credit for Privacy ProfessionalsNicole Karlebach, Sarah Altschuller, Alex Walden, Katie Shay PeraultThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Resource Page: Responsible Use of Emerging TechnologyNicole Karlebach Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469032 469032 98 G3032 0:59:29 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469033?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 9, 2026 in New YorkResponsible Use of Emerging Technology [00:01:00]After completing the session, participants will be able to:Identify key human rights risks associated with new and emerging technologies including artificial intelligence (AI)Consider how to integrate human rights principles drawn from the UNGPs and OECD principles into core business decision-making as it relates to new technologyUnderstand from practitioners what this work looks like within the context of an in-house settingIAPP Privacy credit for Privacy ProfessionalsNicole Karlebach, Sarah Altschuller, Alex Walden, Katie Shay PeraultThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Resource Page: Responsible Use of Emerging TechnologyNicole Karlebach Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469033 469033 25 G3032 0:58:47 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469030?tCode=WTC5_RSS01 Employment and labor Securities and other financial products ESG (Securities and other financial products) Taken from the Web Program Recorded June 9, 2026 in New YorkNew Regime for Belonging and Inclusion  [00:59:48]After completing the session, participants will be able to:Grasp the current employment law landscape for belonging and inclusion Explore practical approaches to handling the new legal and political regimesUnderstand trends in False Claims Act casesAppreciate international considerationsJonathan E. Richman, Brande Stellings, Cate McCaffery, Shuangjun Wang, John L. Sander, Jonathan SegalThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:What 4th Circ.-Approved DEI Ban Means for Employers, Law360 (February 25, 2026)Jonathan SegalGibson Dunn, DEI Task Force Update (April 13, 2026)Jonathan E. RichmanGibson Dunn, DEI Task Force Update (March 2, 2026)Jonathan E. RichmanGibson Dunn, DEI Task Force Update (February 2, 2026)Jonathan E. RichmanSettlement Agreement, U.S. Department of Justice v. International Business Machines Corporation (April 10, 2026)Jonathan E. Richman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469030 469030 25 G3032 0:59:49 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469028?tCode=WTC5_RSS01 Employment and labor Securities and other financial products ESG (Securities and other financial products) Taken from the Web Program Recorded June 9, 2026 in New YorkNew Regime for Belonging and Inclusion  [00:59:48]After completing the session, participants will be able to:Grasp the current employment law landscape for belonging and inclusion Explore practical approaches to handling the new legal and political regimesUnderstand trends in False Claims Act casesAppreciate international considerationsJonathan E. Richman, Brande Stellings, Cate McCaffery, Shuangjun Wang, John L. Sander, Jonathan SegalThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:What 4th Circ.-Approved DEI Ban Means for Employers, Law360 (February 25, 2026)Jonathan SegalGibson Dunn, DEI Task Force Update (April 13, 2026)Jonathan E. RichmanGibson Dunn, DEI Task Force Update (March 2, 2026)Jonathan E. RichmanGibson Dunn, DEI Task Force Update (February 2, 2026)Jonathan E. RichmanSettlement Agreement, U.S. Department of Justice v. International Business Machines Corporation (April 10, 2026)Jonathan E. Richman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469028 469028 163 G3032 1:00:30 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469029?tCode=WTC5_RSS01 Employment and labor Securities and other financial products ESG (Securities and other financial products) Taken from the Web Program Recorded June 9, 2026 in New YorkNew Regime for Belonging and Inclusion  [00:59:48]After completing the session, participants will be able to:Grasp the current employment law landscape for belonging and inclusion Explore practical approaches to handling the new legal and political regimesUnderstand trends in False Claims Act casesAppreciate international considerationsJonathan E. Richman, Brande Stellings, Cate McCaffery, Shuangjun Wang, John L. Sander, Jonathan SegalThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:What 4th Circ.-Approved DEI Ban Means for Employers, Law360 (February 25, 2026)Jonathan SegalGibson Dunn, DEI Task Force Update (April 13, 2026)Jonathan E. RichmanGibson Dunn, DEI Task Force Update (March 2, 2026)Jonathan E. RichmanGibson Dunn, DEI Task Force Update (February 2, 2026)Jonathan E. RichmanSettlement Agreement, U.S. Department of Justice v. International Business Machines Corporation (April 10, 2026)Jonathan E. Richman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469029 469029 98 G3032 1:00:30 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469034?tCode=WTC5_RSS01 Antitrust investigations Regulation, compliance, and enforcement (Corporate law) Renewable energy Climate change Taken from the Web Program Recorded June 9, 2026 in New YorkState Attorney General Sustainability Priorities [00:01:00]After completing the session, participants will be able to:Understand how state attorneys general have taken action to address sustainability topics including corporate statements regarding renewable energy sourcing, compliance with EU green deal legislation, sustainable plastics collaborations, and the activities of climate-related non-profits Assess the potential for private claims, including consumer protection and antitrustArticulate state attorney general sustainability priorities, key arguments, and legal theoriesAppreciate expectations regarding enforcement trends over the next yearRobert McKenna, Matthew J. Platkin, Jonathan E. Richman, Martha CoakleyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Andrew Cook, et al., Orrick, Herrington & Sutcliffe LLP, Orrick State Attorneys General Update (March 5, 2026)Ashley C. WalterPresentation Material2023 Sustainability AG ActionsMartha Coakley, Robert McKenna, Matthew J. Platkin, Jonathan E. Richman2024 Sustainability AG ActionsMartha Coakley, Robert McKenna, Matthew J. Platkin, Jonathan E. Richman2025 Sustainability AG ActionsMartha Coakley, Robert McKenna, Matthew J. Platkin, Jonathan E. Richman2026 Sustainability AG ActionsMartha Coakley, Robert McKenna, Matthew J. Platkin, Jonathan E. RichmanSustainability AG ActionsMartha Coakley, Robert McKenna, Matthew J. Platkin, Jonathan E. Richman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469034 469034 163 G3032 1:02:27 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469036?tCode=WTC5_RSS01 Antitrust investigations Regulation, compliance, and enforcement (Corporate law) Renewable energy Climate change Taken from the Web Program Recorded June 9, 2026 in New YorkState Attorney General Sustainability Priorities [00:01:00]After completing the session, participants will be able to:Understand how state attorneys general have taken action to address sustainability topics including corporate statements regarding renewable energy sourcing, compliance with EU green deal legislation, sustainable plastics collaborations, and the activities of climate-related non-profits Assess the potential for private claims, including consumer protection and antitrustArticulate state attorney general sustainability priorities, key arguments, and legal theoriesAppreciate expectations regarding enforcement trends over the next yearRobert McKenna, Matthew J. Platkin, Jonathan E. Richman, Martha CoakleyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Andrew Cook, et al., Orrick, Herrington & Sutcliffe LLP, Orrick State Attorneys General Update (March 5, 2026)Ashley C. WalterPresentation Material2023 Sustainability AG ActionsMartha Coakley, Robert McKenna, Matthew J. Platkin, Jonathan E. Richman2024 Sustainability AG ActionsMartha Coakley, Robert McKenna, Matthew J. Platkin, Jonathan E. Richman2025 Sustainability AG ActionsMartha Coakley, Robert McKenna, Matthew J. Platkin, Jonathan E. Richman2026 Sustainability AG ActionsMartha Coakley, Robert McKenna, Matthew J. Platkin, Jonathan E. RichmanSustainability AG ActionsMartha Coakley, Robert McKenna, Matthew J. Platkin, Jonathan E. Richman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469036 469036 25 G3032 1:01:45 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469035?tCode=WTC5_RSS01 Antitrust investigations Regulation, compliance, and enforcement (Corporate law) Renewable energy Climate change Taken from the Web Program Recorded June 9, 2026 in New YorkState Attorney General Sustainability Priorities [00:01:00]After completing the session, participants will be able to:Understand how state attorneys general have taken action to address sustainability topics including corporate statements regarding renewable energy sourcing, compliance with EU green deal legislation, sustainable plastics collaborations, and the activities of climate-related non-profits Assess the potential for private claims, including consumer protection and antitrustArticulate state attorney general sustainability priorities, key arguments, and legal theoriesAppreciate expectations regarding enforcement trends over the next yearRobert McKenna, Matthew J. Platkin, Jonathan E. Richman, Martha CoakleyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Andrew Cook, et al., Orrick, Herrington & Sutcliffe LLP, Orrick State Attorneys General Update (March 5, 2026)Ashley C. WalterPresentation Material2023 Sustainability AG ActionsMartha Coakley, Robert McKenna, Matthew J. Platkin, Jonathan E. Richman2024 Sustainability AG ActionsMartha Coakley, Robert McKenna, Matthew J. Platkin, Jonathan E. Richman2025 Sustainability AG ActionsMartha Coakley, Robert McKenna, Matthew J. Platkin, Jonathan E. Richman2026 Sustainability AG ActionsMartha Coakley, Robert McKenna, Matthew J. Platkin, Jonathan E. RichmanSustainability AG ActionsMartha Coakley, Robert McKenna, Matthew J. Platkin, Jonathan E. Richman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469035 469035 98 G3032 1:02:27 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469025?tCode=WTC5_RSS01 Sustainable business Practice skills (Environmental law) Regulation, compliance, and enforcement (Environmental law) Regulation, compliance, and enforcement (International law) Disclosures (Securities and other financial products) Taken from the Web Program Recorded June 9, 2026 in New YorkPackaging and Waste Regulatory Developments  [00:01:00]After completing the session, participants will be able to:Understand recent developments with respect to key packaging and waste laws and regulations in the U.S. and the EUArticulate some of the critical technical issues that subject matter experts and attorneys must confront in developing strategies in this spaceAssess the impact of the legal challenge to the Oregon EPR lawAppreciate how companies are preparing for the large number of requirements that are slated to become effective in the next several yearsAshley C. Walter, Lee Anderson, Eadaoin Quinn The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Complaint for Declaratory and Injunctive Relief, National Association of Wholesaler-Distributors v. Oregon Department of Environmental Quality, et al., No. 3:25-cv-01334-SB (Or. 2025)Ashley C. Walter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469025 469025 163 G3032 1:01:24 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469027?tCode=WTC5_RSS01 Sustainable business Practice skills (Environmental law) Regulation, compliance, and enforcement (Environmental law) Regulation, compliance, and enforcement (International law) Disclosures (Securities and other financial products) Taken from the Web Program Recorded June 9, 2026 in New YorkPackaging and Waste Regulatory Developments  [00:01:00]After completing the session, participants will be able to:Understand recent developments with respect to key packaging and waste laws and regulations in the U.S. and the EUArticulate some of the critical technical issues that subject matter experts and attorneys must confront in developing strategies in this spaceAssess the impact of the legal challenge to the Oregon EPR lawAppreciate how companies are preparing for the large number of requirements that are slated to become effective in the next several yearsAshley C. Walter, Lee Anderson, Eadaoin Quinn The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Complaint for Declaratory and Injunctive Relief, National Association of Wholesaler-Distributors v. Oregon Department of Environmental Quality, et al., No. 3:25-cv-01334-SB (Or. 2025)Ashley C. Walter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469027 469027 25 G3032 1:00:43 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469026?tCode=WTC5_RSS01 Sustainable business Practice skills (Environmental law) Regulation, compliance, and enforcement (Environmental law) Regulation, compliance, and enforcement (International law) Disclosures (Securities and other financial products) Taken from the Web Program Recorded June 9, 2026 in New YorkPackaging and Waste Regulatory Developments  [00:01:00]After completing the session, participants will be able to:Understand recent developments with respect to key packaging and waste laws and regulations in the U.S. and the EUArticulate some of the critical technical issues that subject matter experts and attorneys must confront in developing strategies in this spaceAssess the impact of the legal challenge to the Oregon EPR lawAppreciate how companies are preparing for the large number of requirements that are slated to become effective in the next several yearsAshley C. Walter, Lee Anderson, Eadaoin Quinn The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Complaint for Declaratory and Injunctive Relief, National Association of Wholesaler-Distributors v. Oregon Department of Environmental Quality, et al., No. 3:25-cv-01334-SB (Or. 2025)Ashley C. Walter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469026 469026 98 G3032 1:01:24 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469037?tCode=WTC5_RSS01 Disclosures (Corporate governance) Sustainable business Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 9, 2026 in New YorkCommunicating About Sustainability [00:01:00]After completing the session, participants will be able to:Understand how evolving laws and regulations are shaping sustainability communications strategies, marketing, disclosures, and reportingBuild regulatory and legal considerations into corporate sustainability communications, goals, and commitmentsConsider ways to build partnerships between legal teams, sustainability, controllership, and communications teams inside companiesApply effective governance and substantiation practices across sustainability claims, commitments, and reportingNicole Karlebach, Saint-Francis Tohlang, Beth A. Sasfai, Natalia WeaverThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Peter Pears, Tim Baines and Oliver Williams, Mayer Brown LLP, Greenwashing: Navigating the Risk, Harv. L. Sch. F. on Corp. Governance (July 24, 2023)Nicole Karlebach Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469037 469037 163 G3032 1:00:05 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469039?tCode=WTC5_RSS01 Disclosures (Corporate governance) Sustainable business Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 9, 2026 in New YorkCommunicating About Sustainability [00:01:00]After completing the session, participants will be able to:Understand how evolving laws and regulations are shaping sustainability communications strategies, marketing, disclosures, and reportingBuild regulatory and legal considerations into corporate sustainability communications, goals, and commitmentsConsider ways to build partnerships between legal teams, sustainability, controllership, and communications teams inside companiesApply effective governance and substantiation practices across sustainability claims, commitments, and reportingNicole Karlebach, Saint-Francis Tohlang, Beth A. Sasfai, Natalia WeaverThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Peter Pears, Tim Baines and Oliver Williams, Mayer Brown LLP, Greenwashing: Navigating the Risk, Harv. L. Sch. F. on Corp. Governance (July 24, 2023)Nicole Karlebach Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469039 469039 25 G3032 0:59:23 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469038?tCode=WTC5_RSS01 Disclosures (Corporate governance) Sustainable business Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 9, 2026 in New YorkCommunicating About Sustainability [00:01:00]After completing the session, participants will be able to:Understand how evolving laws and regulations are shaping sustainability communications strategies, marketing, disclosures, and reportingBuild regulatory and legal considerations into corporate sustainability communications, goals, and commitmentsConsider ways to build partnerships between legal teams, sustainability, controllership, and communications teams inside companiesApply effective governance and substantiation practices across sustainability claims, commitments, and reportingNicole Karlebach, Saint-Francis Tohlang, Beth A. Sasfai, Natalia WeaverThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Peter Pears, Tim Baines and Oliver Williams, Mayer Brown LLP, Greenwashing: Navigating the Risk, Harv. L. Sch. F. on Corp. Governance (July 24, 2023)Nicole Karlebach Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469038 469038 98 G3032 1:00:05 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469041?tCode=WTC5_RSS01 Sustainable business Practice skills (Environmental law) Regulation, compliance, and enforcement (Environmental law) Regulation, compliance, and enforcement (International law) Disclosures (Securities and other financial products) Taken from the Web Program Recorded June 9, 2026 in New YorkThe Impact of New Regulations on Sustainability Strategy [00:01:30]After completing the session, participants will be able to:Understand the core features of key recent, imminent, and anticipated global sustainability laws and regulations related to disclosure, human rights, and packaging and wasteAppreciate the impact of sustainability laws and regulations on sustainability strategyExplore methods of developing an effective regulatory change management strategy for global sustainability laws and regulationsBetter anticipate key challenges that lie aheadJonathan E. Richman, Ashley C. Walter, Sarah Tansey, Menno Baks, Emily Pierce, Kieran FearonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Martijn Schoonewille, et al., Loyens & Loeff, EU Connect Snippet #3: What’s Next in EU Sustainability, Reporting and Competitiveness (March 17, 2026)Menno BaksBastiaan Kemp, et al., Loyens & Loeff, Green Washing, ECGT Directive, Is Your Organisation Ready? (March 3, 2026)Menno BaksMichelle Broere and Luís Mendes, Loyens & Loeff, Quoted, Sustainable Financing—Shifting Towards the Transition (January 2026)Menno BaksBastiaan Kemp, et al., Loyens & Loeff, The Omnibus Saga Comes to an End (for Now): How the Final Omnibus Reshapes the CSRD and CSDDD (December 12, 2025)Menno Baks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469041 469041 98 G3032 1:32:08 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469040?tCode=WTC5_RSS01 Sustainable business Practice skills (Environmental law) Regulation, compliance, and enforcement (Environmental law) Regulation, compliance, and enforcement (International law) Disclosures (Securities and other financial products) Taken from the Web Program Recorded June 9, 2026 in New YorkThe Impact of New Regulations on Sustainability Strategy [00:01:30]After completing the session, participants will be able to:Understand the core features of key recent, imminent, and anticipated global sustainability laws and regulations related to disclosure, human rights, and packaging and wasteAppreciate the impact of sustainability laws and regulations on sustainability strategyExplore methods of developing an effective regulatory change management strategy for global sustainability laws and regulationsBetter anticipate key challenges that lie aheadJonathan E. Richman, Ashley C. Walter, Sarah Tansey, Menno Baks, Emily Pierce, Kieran FearonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Martijn Schoonewille, et al., Loyens & Loeff, EU Connect Snippet #3: What’s Next in EU Sustainability, Reporting and Competitiveness (March 17, 2026)Menno BaksBastiaan Kemp, et al., Loyens & Loeff, Green Washing, ECGT Directive, Is Your Organisation Ready? (March 3, 2026)Menno BaksMichelle Broere and Luís Mendes, Loyens & Loeff, Quoted, Sustainable Financing—Shifting Towards the Transition (January 2026)Menno BaksBastiaan Kemp, et al., Loyens & Loeff, The Omnibus Saga Comes to an End (for Now): How the Final Omnibus Reshapes the CSRD and CSDDD (December 12, 2025)Menno Baks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469040 469040 163 G3032 1:32:08 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/469042?tCode=WTC5_RSS01 Sustainable business Practice skills (Environmental law) Regulation, compliance, and enforcement (Environmental law) Regulation, compliance, and enforcement (International law) Disclosures (Securities and other financial products) Taken from the Web Program Recorded June 9, 2026 in New YorkThe Impact of New Regulations on Sustainability Strategy [00:01:30]After completing the session, participants will be able to:Understand the core features of key recent, imminent, and anticipated global sustainability laws and regulations related to disclosure, human rights, and packaging and wasteAppreciate the impact of sustainability laws and regulations on sustainability strategyExplore methods of developing an effective regulatory change management strategy for global sustainability laws and regulationsBetter anticipate key challenges that lie aheadJonathan E. Richman, Ashley C. Walter, Sarah Tansey, Menno Baks, Emily Pierce, Kieran FearonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Martijn Schoonewille, et al., Loyens & Loeff, EU Connect Snippet #3: What’s Next in EU Sustainability, Reporting and Competitiveness (March 17, 2026)Menno BaksBastiaan Kemp, et al., Loyens & Loeff, Green Washing, ECGT Directive, Is Your Organisation Ready? (March 3, 2026)Menno BaksMichelle Broere and Luís Mendes, Loyens & Loeff, Quoted, Sustainable Financing—Shifting Towards the Transition (January 2026)Menno BaksBastiaan Kemp, et al., Loyens & Loeff, The Omnibus Saga Comes to an End (for Now): How the Final Omnibus Reshapes the CSRD and CSDDD (December 12, 2025)Menno Baks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469042 469042 25 G3032 1:31:26 https://www.pli.edu/programs/patenting-blockchains-technical-introduction-to-blockchains-for-patent-lawyers/470936?tCode=WTC5_RSS01 Fintech Intellectual property Patents Technology Blockchain Taken from the Web Program Recorded June 9, 2026 in San FranciscoPatenting Blockchains: Technical Introduction to Blockchains for Patent Lawyers [00:01:00]After completing this session, participants will be able to:Analyze innovation in DLT in terms of enabling technologies (hashing, Merkle trees, and public-key cryptography), to recognize likely patent-eligible subject matterInterpret and analyze technical disclosures related to DLT as a basis for claim draftingDistinguish likely-patentable improvements to DLT from mere application of existing technology in new environmentsUnderstand approaches to ensuring integrity, including permissioned blockchains, proof-of-work (mining), proof-of-stake, and others, and drivers of innovation in these techniquesIdentify and assess technical, business, and legal advantages and risks associated with DLT and related innovationsJon E. Gordon, Roberta A. YoungPresentation MaterialHandout: It’s All Geek to Me: Blockchain Technology Update and ExplanationRoberta A. YoungIt’s All Geek To Me: Blockchain Technology Explained (PowerPoint slides)Roberta A. Young Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470936 470936 163 G5765 1:01:20 https://www.pli.edu/programs/patenting-blockchains-technical-introduction-to-blockchains-for-patent-lawyers/470938?tCode=WTC5_RSS01 Fintech Intellectual property Patents Technology Blockchain Taken from the Web Program Recorded June 9, 2026 in San FranciscoPatenting Blockchains: Technical Introduction to Blockchains for Patent Lawyers [00:01:00]After completing this session, participants will be able to:Analyze innovation in DLT in terms of enabling technologies (hashing, Merkle trees, and public-key cryptography), to recognize likely patent-eligible subject matterInterpret and analyze technical disclosures related to DLT as a basis for claim draftingDistinguish likely-patentable improvements to DLT from mere application of existing technology in new environmentsUnderstand approaches to ensuring integrity, including permissioned blockchains, proof-of-work (mining), proof-of-stake, and others, and drivers of innovation in these techniquesIdentify and assess technical, business, and legal advantages and risks associated with DLT and related innovationsJon E. Gordon, Roberta A. YoungPresentation MaterialHandout: It’s All Geek to Me: Blockchain Technology Update and ExplanationRoberta A. YoungIt’s All Geek To Me: Blockchain Technology Explained (PowerPoint slides)Roberta A. Young Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470938 470938 98 G5765 1:01:20 https://www.pli.edu/programs/patenting-blockchains-blockchain-applications--including-cryptocurrencies-and-non-fungible-tokens-nfts-in-house-perspectives/471819?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Securities and other financial products) Technology Blockchain Cryptocurrencies Taken from the Web Program Recorded June 9, 2026 in San FranciscoPatenting Blockchains: Blockchain Applications – Including Cryptocurrencies and Non-Fungible Tokens (NFTs): In-House Perspectives [00:01:00]After completing this session, participants will be able to:Understand cryptocurrencies, Non-Fungible Tokens (NFTs), and other important applications of DLT, including smart contracts and supply chain managementAssess cryptocurrencies and security tokens for IP, regulatory, and other issuesCompare innovations in DLT to the most relevant prior artEvaluate privacy & security advantages and risks associated with various applications of DLTUnderstand the legal and IP framework surrounding RWA tokenization, including how smart contracts interact with traditional property, securities, and commercial lawAssess patent eligibility and freedom-to-operate considerations specific to RWA platforms and tokenization protocolsIdentify regulatory considerations arising from the intersection of RWA tokenization with SEC, CFTC, and banking frameworks — and how those regulatory boundaries affect IP strategyEvaluate how RWA tokenization platforms interface with existing financial infrastructure, including custodianship, settlement, and compliance systems, and where patentable innovations are most likely to ariseNish Chari*, Jon E. Gordon, Prof. Del Wright*participating remotelyPresentation MaterialJon Gordon & Matthew Kelly, A Survey of Major Blockchain ApplicationsJon E. Gordon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 471819 471819 163 G5766 1:04:09 https://www.pli.edu/programs/patenting-blockchains-blockchain-applications--including-cryptocurrencies-and-non-fungible-tokens-nfts-in-house-perspectives/471818?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Securities and other financial products) Technology Blockchain Cryptocurrencies Taken from the Web Program Recorded June 9, 2026 in San FranciscoPatenting Blockchains: Blockchain Applications – Including Cryptocurrencies and Non-Fungible Tokens (NFTs): In-House Perspectives [00:01:00]After completing this session, participants will be able to:Understand cryptocurrencies, Non-Fungible Tokens (NFTs), and other important applications of DLT, including smart contracts and supply chain managementAssess cryptocurrencies and security tokens for IP, regulatory, and other issuesCompare innovations in DLT to the most relevant prior artEvaluate privacy & security advantages and risks associated with various applications of DLTUnderstand the legal and IP framework surrounding RWA tokenization, including how smart contracts interact with traditional property, securities, and commercial lawAssess patent eligibility and freedom-to-operate considerations specific to RWA platforms and tokenization protocolsIdentify regulatory considerations arising from the intersection of RWA tokenization with SEC, CFTC, and banking frameworks — and how those regulatory boundaries affect IP strategyEvaluate how RWA tokenization platforms interface with existing financial infrastructure, including custodianship, settlement, and compliance systems, and where patentable innovations are most likely to ariseNish Chari*, Jon E. Gordon, Prof. Del Wright*participating remotelyPresentation MaterialJon Gordon & Matthew Kelly, A Survey of Major Blockchain ApplicationsJon E. Gordon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 471818 471818 98 G5766 1:04:09 https://www.pli.edu/programs/patenting-blockchains-blockchain-patenting-strategy-in-relation-to-business-strategy/472137?tCode=WTC5_RSS01 Information technology (Financial services) Intellectual property Technology Blockchain Digital assets Taken from the Web Program Recorded June 9, 2026 in San FranciscoPatenting Blockchains: Blockchain Patenting Strategy in Relation to Business Strategy [00:01:00]After completing this session, participants will be able to:Evaluate IP strategies for DLT in relation to varied blockchain business modelsUnderstand how DLT applications may rely on network effects and craft IP strategy that accounts for that relianceUnderstand patent-eligibility in the era of Alice, in view of its ongoing application by the Federal CircuitReview of what’s being filed in the USPTO, who’s applying, and what’s being allowedDetermine effective drafting and prosecution strategiesJon E. Gordon, Indranil Sarkar**participating remotelyPresentation MaterialPatenting Blockchain Innovations: Strategies and Considerations(PowerPoint slides)Indranil Sarkar, Ph.D.Handout: Patenting Blockchain Innovations (Substantive Outline)Indranil Sarkar, Ph.D.Handout: Rady v. Bos. Consulting Grp., Inc., No. 2022-2218 (Fed. Cir. Mar. 27, 2024) (nonprecedential)Indranil Sarkar, Ph.D. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472137 472137 163 G5767 1:01:53 https://www.pli.edu/programs/patenting-blockchains-blockchain-patenting-strategy-in-relation-to-business-strategy/472139?tCode=WTC5_RSS01 Information technology (Financial services) Intellectual property Technology Blockchain Digital assets Taken from the Web Program Recorded June 9, 2026 in San FranciscoPatenting Blockchains: Blockchain Patenting Strategy in Relation to Business Strategy [00:01:00]After completing this session, participants will be able to:Evaluate IP strategies for DLT in relation to varied blockchain business modelsUnderstand how DLT applications may rely on network effects and craft IP strategy that accounts for that relianceUnderstand patent-eligibility in the era of Alice, in view of its ongoing application by the Federal CircuitReview of what’s being filed in the USPTO, who’s applying, and what’s being allowedDetermine effective drafting and prosecution strategiesJon E. Gordon, Indranil Sarkar**participating remotelyPresentation MaterialPatenting Blockchain Innovations: Strategies and Considerations(PowerPoint slides)Indranil Sarkar, Ph.D.Handout: Patenting Blockchain Innovations (Substantive Outline)Indranil Sarkar, Ph.D.Handout: Rady v. Bos. Consulting Grp., Inc., No. 2022-2218 (Fed. Cir. Mar. 27, 2024) (nonprecedential)Indranil Sarkar, Ph.D. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 472139 472139 98 G5767 1:01:53 https://www.pli.edu/programs/annual-disclosure-documents/442879?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Securities and other financial products Disclosures (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442879 442879 3 G3070 2026-12-07T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/annual-disclosure-documents/442880?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Securities and other financial products Disclosures (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442880 442880 13 G3070 2026-12-07T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/staying-out-of-trouble/444169?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Regulation, compliance, and enforcement (Ethics and professional responsibility) A panel of experts will examine a number of important new developments in New York ethics law, all of which you need to know to protect yourself and your firm against claims of malpractice and ethical misconduct. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444169 444169 3 G3177 2026-12-07T17:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/staying-out-of-trouble/444170?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Regulation, compliance, and enforcement (Ethics and professional responsibility) A panel of experts will examine a number of important new developments in New York ethics law, all of which you need to know to protect yourself and your firm against claims of malpractice and ethical misconduct. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444170 444170 13 G3177 2026-12-07T17:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/employment-discrimination-law--litigation/468371?tCode=WTC5_RSS01 Employment discrimination Harassment (Employment discrimination) Arbitration Employment litigation Jury trials Taken from the Web Program Recorded June 8, 2026 in New YorkPrecluding Jury Trials: Using and Opposing Arbitration and Jury Waiver Provisions [00:59:04]This panel will discuss courts’ treatments of jury waivers and arbitration agreements, including the significant developments under the End Forced Arbitration Act (EFAA). After attending this panel participants will be able to:Understand when courts will and will not enforce arbitration and jury waiver provisionsLearn how the courts are interpreting the EFAA, including whether it applies to claims unrelated to sexual harassment, what claims are deemed relating to a sexual harassment dispute, and how is sexual harassment definedAdvise clients who are crafting or responding to these provisionsAmari L. Hammonds, Shelby Hannah LeightonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The #MeToo Exception: The Ending Forced Arbitration of Sexual Assault and Sexual Harassment Act and the Evolving Landscape of Arbitration in Employment Disputes (March 24, 2026)Amari L. Hammonds,Shelby Hannah LeightonPresentation MaterialPrecluding Jury Trials: Using and Opposing Arbitration and Jury Waiver ProvisionsAmari L. Hammonds, Shelby Hannah Leighton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468371 468371 25 G3259 0:59:04 https://www.pli.edu/programs/employment-discrimination-law--litigation/468370?tCode=WTC5_RSS01 Employment discrimination Harassment (Employment discrimination) Arbitration Employment litigation Jury trials Taken from the Web Program Recorded June 8, 2026 in New YorkPrecluding Jury Trials: Using and Opposing Arbitration and Jury Waiver Provisions [00:59:04]This panel will discuss courts’ treatments of jury waivers and arbitration agreements, including the significant developments under the End Forced Arbitration Act (EFAA). After attending this panel participants will be able to:Understand when courts will and will not enforce arbitration and jury waiver provisionsLearn how the courts are interpreting the EFAA, including whether it applies to claims unrelated to sexual harassment, what claims are deemed relating to a sexual harassment dispute, and how is sexual harassment definedAdvise clients who are crafting or responding to these provisionsAmari L. Hammonds, Shelby Hannah LeightonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The #MeToo Exception: The Ending Forced Arbitration of Sexual Assault and Sexual Harassment Act and the Evolving Landscape of Arbitration in Employment Disputes (March 24, 2026)Amari L. Hammonds,Shelby Hannah LeightonPresentation MaterialPrecluding Jury Trials: Using and Opposing Arbitration and Jury Waiver ProvisionsAmari L. Hammonds, Shelby Hannah Leighton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468370 468370 98 G3259 0:59:46 https://www.pli.edu/programs/employment-discrimination-law--litigation/468372?tCode=WTC5_RSS01 Employment discrimination Harassment (Employment discrimination) Arbitration Employment litigation Jury trials Taken from the Web Program Recorded June 8, 2026 in New YorkPrecluding Jury Trials: Using and Opposing Arbitration and Jury Waiver Provisions [00:59:04]This panel will discuss courts’ treatments of jury waivers and arbitration agreements, including the significant developments under the End Forced Arbitration Act (EFAA). After attending this panel participants will be able to:Understand when courts will and will not enforce arbitration and jury waiver provisionsLearn how the courts are interpreting the EFAA, including whether it applies to claims unrelated to sexual harassment, what claims are deemed relating to a sexual harassment dispute, and how is sexual harassment definedAdvise clients who are crafting or responding to these provisionsAmari L. Hammonds, Shelby Hannah LeightonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The #MeToo Exception: The Ending Forced Arbitration of Sexual Assault and Sexual Harassment Act and the Evolving Landscape of Arbitration in Employment Disputes (March 24, 2026)Amari L. Hammonds,Shelby Hannah LeightonPresentation MaterialPrecluding Jury Trials: Using and Opposing Arbitration and Jury Waiver ProvisionsAmari L. Hammonds, Shelby Hannah Leighton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468372 468372 163 G3259 0:59:46 https://www.pli.edu/programs/employment-discrimination-law--litigation/468379?tCode=WTC5_RSS01 Employment discrimination Age discrimination (Employment discrimination) Sexual harassment (Employment discrimination) Race discrimination (Employment discrimination) Gender-identity discrimination (Employment discrimination) Taken from the Web Program Recorded June 8, 2026 in New YorkCutting-Edge Employment Discrimination 2026 Case Law Update and Look Ahead [00:01:15]This panel will discuss recent, significant cases and developments impacting the employment discrimination arena. After attending this session, attendees will be able to:Understand how the EEOC’s abandonment of the disparate impact theory is playing out in the courtsLearn how the Supreme Court’s decision in Muldrow v. City of St. Louis has been applied by the lower courts considering what constitutes an adverse employment action for discrimination claimsAppreciate recent decisions concerning race discrimination and reverse discriminationAdvise clients about sex-based discrimination developments, including sexual harassmentAnalyze current issues in age discrimination casesAdvise clients about the latest developments relating to gender identity and sexual orientation issues in the workplaceStephen Bergstein, James E. McGrath III, Rita A. SethiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Adverse Employment Actions Post-Muldrow (2025–2026)Stephen BergsteinSex Discrimination and Sexual Harassment Cases (2025–2026)Stephen BergsteinJames E. McGrath, III and Sheila E. Tapia, Classification of “Sex” and “Gender Identity” in the American Workplace (March 17, 2026)James E. McGrathJames E. McGrath, III and Timothy R. Bouffard, Recent Developments in Age Discrimination Law (March 17, 2026)James E. McGrathCase Law Update: Race, Color, National Origin, Ancestry & Alienage Discrimination (June 2026)Rita A. SethiPresentation MaterialCutting-Edge Employment Discrimination 2026 Case Law Update and Look AheadStephen Bergstein, James E. McGrath, III, Rita A. Sethi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468379 468379 98 G3259 1:24:31 https://www.pli.edu/programs/employment-discrimination-law--litigation/468380?tCode=WTC5_RSS01 Employment discrimination Age discrimination (Employment discrimination) Sexual harassment (Employment discrimination) Race discrimination (Employment discrimination) Gender-identity discrimination (Employment discrimination) Taken from the Web Program Recorded June 8, 2026 in New YorkCutting-Edge Employment Discrimination 2026 Case Law Update and Look Ahead [00:01:15]This panel will discuss recent, significant cases and developments impacting the employment discrimination arena. After attending this session, attendees will be able to:Understand how the EEOC’s abandonment of the disparate impact theory is playing out in the courtsLearn how the Supreme Court’s decision in Muldrow v. City of St. Louis has been applied by the lower courts considering what constitutes an adverse employment action for discrimination claimsAppreciate recent decisions concerning race discrimination and reverse discriminationAdvise clients about sex-based discrimination developments, including sexual harassmentAnalyze current issues in age discrimination casesAdvise clients about the latest developments relating to gender identity and sexual orientation issues in the workplaceStephen Bergstein, James E. McGrath III, Rita A. SethiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Adverse Employment Actions Post-Muldrow (2025–2026)Stephen BergsteinSex Discrimination and Sexual Harassment Cases (2025–2026)Stephen BergsteinJames E. McGrath, III and Sheila E. Tapia, Classification of “Sex” and “Gender Identity” in the American Workplace (March 17, 2026)James E. McGrathJames E. McGrath, III and Timothy R. Bouffard, Recent Developments in Age Discrimination Law (March 17, 2026)James E. McGrathCase Law Update: Race, Color, National Origin, Ancestry & Alienage Discrimination (June 2026)Rita A. SethiPresentation MaterialCutting-Edge Employment Discrimination 2026 Case Law Update and Look AheadStephen Bergstein, James E. McGrath, III, Rita A. Sethi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468380 468380 25 G3259 1:23:49 https://www.pli.edu/programs/employment-discrimination-law--litigation/468381?tCode=WTC5_RSS01 Employment discrimination Age discrimination (Employment discrimination) Sexual harassment (Employment discrimination) Race discrimination (Employment discrimination) Gender-identity discrimination (Employment discrimination) Taken from the Web Program Recorded June 8, 2026 in New YorkCutting-Edge Employment Discrimination 2026 Case Law Update and Look Ahead [00:01:15]This panel will discuss recent, significant cases and developments impacting the employment discrimination arena. After attending this session, attendees will be able to:Understand how the EEOC’s abandonment of the disparate impact theory is playing out in the courtsLearn how the Supreme Court’s decision in Muldrow v. City of St. Louis has been applied by the lower courts considering what constitutes an adverse employment action for discrimination claimsAppreciate recent decisions concerning race discrimination and reverse discriminationAdvise clients about sex-based discrimination developments, including sexual harassmentAnalyze current issues in age discrimination casesAdvise clients about the latest developments relating to gender identity and sexual orientation issues in the workplaceStephen Bergstein, James E. McGrath III, Rita A. SethiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Adverse Employment Actions Post-Muldrow (2025–2026)Stephen BergsteinSex Discrimination and Sexual Harassment Cases (2025–2026)Stephen BergsteinJames E. McGrath, III and Sheila E. Tapia, Classification of “Sex” and “Gender Identity” in the American Workplace (March 17, 2026)James E. McGrathJames E. McGrath, III and Timothy R. Bouffard, Recent Developments in Age Discrimination Law (March 17, 2026)James E. McGrathCase Law Update: Race, Color, National Origin, Ancestry & Alienage Discrimination (June 2026)Rita A. SethiPresentation MaterialCutting-Edge Employment Discrimination 2026 Case Law Update and Look AheadStephen Bergstein, James E. McGrath, III, Rita A. Sethi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468381 468381 163 G3259 1:24:31 https://www.pli.edu/programs/employment-discrimination-law--litigation/468376?tCode=WTC5_RSS01 Discovery Arbitration Employment litigation Evidence Remote legal proceedings Taken from the Web Program Recorded June 8, 2026 in New YorkArbitration vs. Court – Different Approaches for Trying Employment Discrimination Claims [00:01:15]This panel will explore the differences in all aspects of trying a case in court as opposed to trying the case before an employment discrimination arbitrator. Important aspects of trying the case in one forum vs. the other will be discussed by the panelists. After attending this panel, participants will be able to:Understand the typical differences in discovery rulesAppreciate the differences in motion practice and the presentation of evidenceUnderstand how the Rules of Evidence are applied before an arbitrator as opposed to a courtExplore the differences in preserving a record (grounds for vacating an award v. grounds for appeal)Evaluate, with no jury instructions, other means of setting forth proof requirements—pre-trial briefsCompare the effectiveness of remote vs. in person hearingsExplore how openings and closings may be differentHon. James (Jay) C. Francis IV (Ret.), Melissa C. Rodriguez, Mariann Meier WangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John S. Battenfeld and Hailey Phelan, Morgan Lewis, LawFlash, California Supreme Court Holds State Law Requiring Timely Payment of Arbitration Fees Not Preempted by FAA (October 15, 2025)Melissa C. RodriguezKeri L. Engelman, et al., Morgan Lewis, LawFlash, U.S. Supreme Court Clarifies Application of Federal Arbitration Act’s ‘Transportation Worker’ Exemption (April 22, 2024)Melissa C. RodriguezJAMS Mass Arbitration Procedures and Guidelines (Effective May 1, 2024)Hon. James Francis IVJAMS Employment Arbitration Rules & Procedures (June 1, 2021)Hon. James Francis IVJAMS Policy on Employment Arbitration Minimum Standards of Procedural Fairness (Effective June 15, 2009)Hon. James Francis IVPresentation MaterialArbitration vs. Court – Different Approaches For Trying Employment Discrimination ClaimsHon. James C. Francis IV (Ret.), Melissa C. Rodriguez, Mariann Meier Wang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468376 468376 98 G3259 1:16:55 https://www.pli.edu/programs/employment-discrimination-law--litigation/468378?tCode=WTC5_RSS01 Discovery Arbitration Employment litigation Evidence Remote legal proceedings Taken from the Web Program Recorded June 8, 2026 in New YorkArbitration vs. Court – Different Approaches for Trying Employment Discrimination Claims [00:01:15]This panel will explore the differences in all aspects of trying a case in court as opposed to trying the case before an employment discrimination arbitrator. Important aspects of trying the case in one forum vs. the other will be discussed by the panelists. After attending this panel, participants will be able to:Understand the typical differences in discovery rulesAppreciate the differences in motion practice and the presentation of evidenceUnderstand how the Rules of Evidence are applied before an arbitrator as opposed to a courtExplore the differences in preserving a record (grounds for vacating an award v. grounds for appeal)Evaluate, with no jury instructions, other means of setting forth proof requirements—pre-trial briefsCompare the effectiveness of remote vs. in person hearingsExplore how openings and closings may be differentHon. James (Jay) C. Francis IV (Ret.), Melissa C. Rodriguez, Mariann Meier WangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John S. Battenfeld and Hailey Phelan, Morgan Lewis, LawFlash, California Supreme Court Holds State Law Requiring Timely Payment of Arbitration Fees Not Preempted by FAA (October 15, 2025)Melissa C. RodriguezKeri L. Engelman, et al., Morgan Lewis, LawFlash, U.S. Supreme Court Clarifies Application of Federal Arbitration Act’s ‘Transportation Worker’ Exemption (April 22, 2024)Melissa C. RodriguezJAMS Mass Arbitration Procedures and Guidelines (Effective May 1, 2024)Hon. James Francis IVJAMS Employment Arbitration Rules & Procedures (June 1, 2021)Hon. James Francis IVJAMS Policy on Employment Arbitration Minimum Standards of Procedural Fairness (Effective June 15, 2009)Hon. James Francis IVPresentation MaterialArbitration vs. Court – Different Approaches For Trying Employment Discrimination ClaimsHon. James C. Francis IV (Ret.), Melissa C. Rodriguez, Mariann Meier Wang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468378 468378 163 G3259 1:16:55 https://www.pli.edu/programs/employment-discrimination-law--litigation/468377?tCode=WTC5_RSS01 Discovery Arbitration Employment litigation Evidence Remote legal proceedings Taken from the Web Program Recorded June 8, 2026 in New YorkArbitration vs. Court – Different Approaches for Trying Employment Discrimination Claims [00:01:15]This panel will explore the differences in all aspects of trying a case in court as opposed to trying the case before an employment discrimination arbitrator. Important aspects of trying the case in one forum vs. the other will be discussed by the panelists. After attending this panel, participants will be able to:Understand the typical differences in discovery rulesAppreciate the differences in motion practice and the presentation of evidenceUnderstand how the Rules of Evidence are applied before an arbitrator as opposed to a courtExplore the differences in preserving a record (grounds for vacating an award v. grounds for appeal)Evaluate, with no jury instructions, other means of setting forth proof requirements—pre-trial briefsCompare the effectiveness of remote vs. in person hearingsExplore how openings and closings may be differentHon. James (Jay) C. Francis IV (Ret.), Melissa C. Rodriguez, Mariann Meier WangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John S. Battenfeld and Hailey Phelan, Morgan Lewis, LawFlash, California Supreme Court Holds State Law Requiring Timely Payment of Arbitration Fees Not Preempted by FAA (October 15, 2025)Melissa C. RodriguezKeri L. Engelman, et al., Morgan Lewis, LawFlash, U.S. Supreme Court Clarifies Application of Federal Arbitration Act’s ‘Transportation Worker’ Exemption (April 22, 2024)Melissa C. RodriguezJAMS Mass Arbitration Procedures and Guidelines (Effective May 1, 2024)Hon. James Francis IVJAMS Employment Arbitration Rules & Procedures (June 1, 2021)Hon. James Francis IVJAMS Policy on Employment Arbitration Minimum Standards of Procedural Fairness (Effective June 15, 2009)Hon. James Francis IVPresentation MaterialArbitration vs. Court – Different Approaches For Trying Employment Discrimination ClaimsHon. James C. Francis IV (Ret.), Melissa C. Rodriguez, Mariann Meier Wang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468377 468377 25 G3259 1:16:13 https://www.pli.edu/programs/employment-discrimination-law--litigation/468366?tCode=WTC5_RSS01 Employment discrimination Disability discrimination (Employment discrimination) Damages (Litigation) Employment litigation Expert witnesses Taken from the Web Program Recorded June 8, 2026 in New YorkUnderstanding the Issue of Damages in Disability Discrimination Cases and the Role Experts Can Play [00:01:15]Disability discrimination claims often present unique damage issues and often involve the intersection of medical conditions (physical and mental) and important issues of recoverable damages. The issues are often influenced by the reality of the unfortunate and sympathetic situations involving such plaintiffs. This panel will explore the legal basis for the types of damages available in these cases and well as the use of experts to prove and disprove damages. After attending this panel, participants will be able to:Understand the types of damages available in disability discrimination cases:Evaluate the potential damage consequences of a failure to accommodate or interactExplore the use of experts in disability discrimination cases to prove or disprove entitlement to the types of damages claimedErika D. Cagney, Jeanne Goldberg, Nicholas B. SikonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:PLI Overview of Damages Theories and Use of Experts Under the ADA (2026)Erika D. Cagney,Nicholas H. SikonSelected EEOC Resources: Americans with Disabilities ActJeanne GoldbergAdditional Handouts and Case Law Discussing Experts and Damages IssuesJeanne GoldbergPresentation MaterialUnderstanding the Issue of Damages in Disability Discrimination Cases and the Role Experts Can PlayErika D. Cagney, Jeanne Goldberg, Nicholas H. Sikon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468366 468366 163 G3259 1:17:38 https://www.pli.edu/programs/employment-discrimination-law--litigation/468365?tCode=WTC5_RSS01 Employment discrimination Disability discrimination (Employment discrimination) Damages (Litigation) Employment litigation Expert witnesses Taken from the Web Program Recorded June 8, 2026 in New YorkUnderstanding the Issue of Damages in Disability Discrimination Cases and the Role Experts Can Play [00:01:15]Disability discrimination claims often present unique damage issues and often involve the intersection of medical conditions (physical and mental) and important issues of recoverable damages. The issues are often influenced by the reality of the unfortunate and sympathetic situations involving such plaintiffs. This panel will explore the legal basis for the types of damages available in these cases and well as the use of experts to prove and disprove damages. After attending this panel, participants will be able to:Understand the types of damages available in disability discrimination cases:Evaluate the potential damage consequences of a failure to accommodate or interactExplore the use of experts in disability discrimination cases to prove or disprove entitlement to the types of damages claimedErika D. Cagney, Jeanne Goldberg, Nicholas B. SikonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:PLI Overview of Damages Theories and Use of Experts Under the ADA (2026)Erika D. Cagney,Nicholas H. SikonSelected EEOC Resources: Americans with Disabilities ActJeanne GoldbergAdditional Handouts and Case Law Discussing Experts and Damages IssuesJeanne GoldbergPresentation MaterialUnderstanding the Issue of Damages in Disability Discrimination Cases and the Role Experts Can PlayErika D. Cagney, Jeanne Goldberg, Nicholas H. Sikon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468365 468365 25 G3259 1:16:56 https://www.pli.edu/programs/employment-discrimination-law--litigation/468364?tCode=WTC5_RSS01 Employment discrimination Disability discrimination (Employment discrimination) Damages (Litigation) Employment litigation Expert witnesses Taken from the Web Program Recorded June 8, 2026 in New YorkUnderstanding the Issue of Damages in Disability Discrimination Cases and the Role Experts Can Play [00:01:15]Disability discrimination claims often present unique damage issues and often involve the intersection of medical conditions (physical and mental) and important issues of recoverable damages. The issues are often influenced by the reality of the unfortunate and sympathetic situations involving such plaintiffs. This panel will explore the legal basis for the types of damages available in these cases and well as the use of experts to prove and disprove damages. After attending this panel, participants will be able to:Understand the types of damages available in disability discrimination cases:Evaluate the potential damage consequences of a failure to accommodate or interactExplore the use of experts in disability discrimination cases to prove or disprove entitlement to the types of damages claimedErika D. Cagney, Jeanne Goldberg, Nicholas B. SikonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:PLI Overview of Damages Theories and Use of Experts Under the ADA (2026)Erika D. Cagney,Nicholas H. SikonSelected EEOC Resources: Americans with Disabilities ActJeanne GoldbergAdditional Handouts and Case Law Discussing Experts and Damages IssuesJeanne GoldbergPresentation MaterialUnderstanding the Issue of Damages in Disability Discrimination Cases and the Role Experts Can PlayErika D. Cagney, Jeanne Goldberg, Nicholas H. Sikon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468364 468364 98 G3259 1:17:38 https://www.pli.edu/programs/employment-discrimination-law--litigation/468375?tCode=WTC5_RSS01 Employment discrimination Harassment (Employment discrimination) Retaliation (Employment discrimination) Workplace diversity Diversity, inclusion, and elimination of bias Taken from the Web Program Recorded June 8, 2026 in New YorkThe New Landscape of DEI in Law Firms [00:01:00]The Trump Administration took aim at the DEI world in its first year and law firms were one of the key groups that were targeted. Now that the initial skirmishes have occurred and the recent Executive Orders and interpretations of the Supreme Court decisions have had a chance to settle in, this panel will explore how law firms have adapted to this new environment. Have law firms abandoned the goals of DEI or have they adjusted the mechanisms and approaches to achieve results in a different way? This panel will survey the types of legal claims being made against law firms and also explore the positive methods being used to achieve DEI goals that comply with the new Executive Orders and recent reverse discrimination cases. After attending this panel, attendees will be able to:Understand effective strategies for creating and supporting diversity for attorneys in the current environmentLearn about the types of claims being asserted against law firms including reverse discrimination claimsAdvise clients concerning discrimination, harassment and retaliation claims in the legal settingUnderstand the changing role of affinity groups and public facing communicationTanya N. Blocker, Dena M. DeFazio, Tanya Martinez-GallinucciThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Stephen Bergstein and Rita A. Sethi, Diversity, Equity and Inclusion and Related Issues in the Federal Courts (2025)Tanya N. BlockerPresentation MaterialThe New Landscape of DEI in Law FirmsTanya N. Blocker, Dena M. DeFazio, Tanya Martinez-GallinucciPublic Interest Profi leTanya Martinez-Gallinucci Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468375 468375 163 G3259 1:00:45 https://www.pli.edu/programs/employment-discrimination-law--litigation/468373?tCode=WTC5_RSS01 Employment discrimination Harassment (Employment discrimination) Retaliation (Employment discrimination) Workplace diversity Diversity, inclusion, and elimination of bias Taken from the Web Program Recorded June 8, 2026 in New YorkThe New Landscape of DEI in Law Firms [00:01:00]The Trump Administration took aim at the DEI world in its first year and law firms were one of the key groups that were targeted. Now that the initial skirmishes have occurred and the recent Executive Orders and interpretations of the Supreme Court decisions have had a chance to settle in, this panel will explore how law firms have adapted to this new environment. Have law firms abandoned the goals of DEI or have they adjusted the mechanisms and approaches to achieve results in a different way? This panel will survey the types of legal claims being made against law firms and also explore the positive methods being used to achieve DEI goals that comply with the new Executive Orders and recent reverse discrimination cases. After attending this panel, attendees will be able to:Understand effective strategies for creating and supporting diversity for attorneys in the current environmentLearn about the types of claims being asserted against law firms including reverse discrimination claimsAdvise clients concerning discrimination, harassment and retaliation claims in the legal settingUnderstand the changing role of affinity groups and public facing communicationTanya N. Blocker, Dena M. DeFazio, Tanya Martinez-GallinucciThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Stephen Bergstein and Rita A. Sethi, Diversity, Equity and Inclusion and Related Issues in the Federal Courts (2025)Tanya N. BlockerPresentation MaterialThe New Landscape of DEI in Law FirmsTanya N. Blocker, Dena M. DeFazio, Tanya Martinez-GallinucciPublic Interest Profi leTanya Martinez-Gallinucci Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468373 468373 98 G3259 1:00:45 https://www.pli.edu/programs/employment-discrimination-law--litigation/468374?tCode=WTC5_RSS01 Employment discrimination Harassment (Employment discrimination) Retaliation (Employment discrimination) Workplace diversity Diversity, inclusion, and elimination of bias Taken from the Web Program Recorded June 8, 2026 in New YorkThe New Landscape of DEI in Law Firms [00:01:00]The Trump Administration took aim at the DEI world in its first year and law firms were one of the key groups that were targeted. Now that the initial skirmishes have occurred and the recent Executive Orders and interpretations of the Supreme Court decisions have had a chance to settle in, this panel will explore how law firms have adapted to this new environment. Have law firms abandoned the goals of DEI or have they adjusted the mechanisms and approaches to achieve results in a different way? This panel will survey the types of legal claims being made against law firms and also explore the positive methods being used to achieve DEI goals that comply with the new Executive Orders and recent reverse discrimination cases. After attending this panel, attendees will be able to:Understand effective strategies for creating and supporting diversity for attorneys in the current environmentLearn about the types of claims being asserted against law firms including reverse discrimination claimsAdvise clients concerning discrimination, harassment and retaliation claims in the legal settingUnderstand the changing role of affinity groups and public facing communicationTanya N. Blocker, Dena M. DeFazio, Tanya Martinez-GallinucciThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Stephen Bergstein and Rita A. Sethi, Diversity, Equity and Inclusion and Related Issues in the Federal Courts (2025)Tanya N. BlockerPresentation MaterialThe New Landscape of DEI in Law FirmsTanya N. Blocker, Dena M. DeFazio, Tanya Martinez-GallinucciPublic Interest Profi leTanya Martinez-Gallinucci Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468374 468374 25 G3259 1:00:03 https://www.pli.edu/programs/employment-discrimination-law--litigation/468367?tCode=WTC5_RSS01 Employment discrimination Pay equity Practice skills (Employment and labor) Employment litigation Pleadings (Litigation) Taken from the Web Program Recorded June 8, 2026 in New YorkThe Expanding Scope of Pay Equity [00:01:00]This panel will discuss an evolving challenge in the world of employment discrimination due to pay equity. The old arena of limiting comparisons to sex-based differences in pay for virtually identical jobs no longer exists. Developing case law and various statutes are pushing out the former limits of gender inequity and identical jobs. Comparators are often the name of the game and employers need to be concerned about justifying differences in pay or benefits among employees. After attending this panel, attendees will be able to:Understand the latest developments in employment discrimination cases based on claims of pay equity theories under Federal, State and City lawsUnderstand the prima facie burden on plaintiffs of pleading and proving pay equity issuesLearn the typical defenses available, and not available, to employers defending pay equity casesGain insight as to who are and are not comparators and presenting data to prove or disprove the caseMing-Qi Chu, Miriam F. Clark, Emily PidotThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul Hastings LLP, Pay Equity and Pay Transparency, Legal Framework and Recent Litigation Highlights (2026 PLI Conference)Emily R. PidotFederal Versus State Equal Pay Statutes: Examples from New York and California (March 2026)Ming-Qi ChuState Laws Mandating Pay Transparency, with Related Statutes (March 2026)Miriam F. ClarkPresentation MaterialThe Expanding Scope of Pay EquityMing-Qi Chu, Miriam F. Clark, Emily R. Pidot Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468367 468367 98 G3259 1:00:48 https://www.pli.edu/programs/employment-discrimination-law--litigation/468369?tCode=WTC5_RSS01 Employment discrimination Pay equity Practice skills (Employment and labor) Employment litigation Pleadings (Litigation) Taken from the Web Program Recorded June 8, 2026 in New YorkThe Expanding Scope of Pay Equity [00:01:00]This panel will discuss an evolving challenge in the world of employment discrimination due to pay equity. The old arena of limiting comparisons to sex-based differences in pay for virtually identical jobs no longer exists. Developing case law and various statutes are pushing out the former limits of gender inequity and identical jobs. Comparators are often the name of the game and employers need to be concerned about justifying differences in pay or benefits among employees. After attending this panel, attendees will be able to:Understand the latest developments in employment discrimination cases based on claims of pay equity theories under Federal, State and City lawsUnderstand the prima facie burden on plaintiffs of pleading and proving pay equity issuesLearn the typical defenses available, and not available, to employers defending pay equity casesGain insight as to who are and are not comparators and presenting data to prove or disprove the caseMing-Qi Chu, Miriam F. Clark, Emily PidotThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul Hastings LLP, Pay Equity and Pay Transparency, Legal Framework and Recent Litigation Highlights (2026 PLI Conference)Emily R. PidotFederal Versus State Equal Pay Statutes: Examples from New York and California (March 2026)Ming-Qi ChuState Laws Mandating Pay Transparency, with Related Statutes (March 2026)Miriam F. ClarkPresentation MaterialThe Expanding Scope of Pay EquityMing-Qi Chu, Miriam F. Clark, Emily R. Pidot Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468369 468369 163 G3259 1:00:48 https://www.pli.edu/programs/employment-discrimination-law--litigation/468368?tCode=WTC5_RSS01 Employment discrimination Pay equity Practice skills (Employment and labor) Employment litigation Pleadings (Litigation) Taken from the Web Program Recorded June 8, 2026 in New YorkThe Expanding Scope of Pay Equity [00:01:00]This panel will discuss an evolving challenge in the world of employment discrimination due to pay equity. The old arena of limiting comparisons to sex-based differences in pay for virtually identical jobs no longer exists. Developing case law and various statutes are pushing out the former limits of gender inequity and identical jobs. Comparators are often the name of the game and employers need to be concerned about justifying differences in pay or benefits among employees. After attending this panel, attendees will be able to:Understand the latest developments in employment discrimination cases based on claims of pay equity theories under Federal, State and City lawsUnderstand the prima facie burden on plaintiffs of pleading and proving pay equity issuesLearn the typical defenses available, and not available, to employers defending pay equity casesGain insight as to who are and are not comparators and presenting data to prove or disprove the caseMing-Qi Chu, Miriam F. Clark, Emily PidotThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul Hastings LLP, Pay Equity and Pay Transparency, Legal Framework and Recent Litigation Highlights (2026 PLI Conference)Emily R. PidotFederal Versus State Equal Pay Statutes: Examples from New York and California (March 2026)Ming-Qi ChuState Laws Mandating Pay Transparency, with Related Statutes (March 2026)Miriam F. ClarkPresentation MaterialThe Expanding Scope of Pay EquityMing-Qi Chu, Miriam F. Clark, Emily R. Pidot Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468368 468368 25 G3259 1:00:06 https://www.pli.edu/programs/corporate-security-and-physical-protection/466826?tCode=WTC5_RSS01 Employment and labor Workplace health and safety Workplace investigations Personal injury litigation This One-Hour Briefing will provide foundational information on corporate security risks and organizational obligations across legal, operational, and employment law domains. The program will explore the full lifecycle of corporate threat management—from prevention and preparedness to response and post-incident remediation—through the perspectives of a crisis management and catastrophic tort litigator, a corporate security specialist, and an employment law counselor and litigator.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466826 466826 98 G5725 1:01:10 https://www.pli.edu/programs/corporate-security-and-physical-protection/466827?tCode=WTC5_RSS01 Employment and labor Workplace health and safety Workplace investigations Personal injury litigation This One-Hour Briefing will provide foundational information on corporate security risks and organizational obligations across legal, operational, and employment law domains. The program will explore the full lifecycle of corporate threat management—from prevention and preparedness to response and post-incident remediation—through the perspectives of a crisis management and catastrophic tort litigator, a corporate security specialist, and an employment law counselor and litigator.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466827 466827 163 G5725 1:01:10 https://www.pli.edu/programs/corporate-security-and-physical-protection/460666?tCode=WTC5_RSS01 Employment and labor Workplace health and safety Workplace investigations Personal injury litigation This One-Hour Briefing will provide foundational information on corporate security risks and organizational obligations across legal, operational, and employment law domains. The program will explore the full lifecycle of corporate threat management—from prevention and preparedness to response and post-incident remediation—through the perspectives of a crisis management and catastrophic tort litigator, a corporate security specialist, and an employment law counselor and litigator.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460666 460666 104 G5725 1:00:28 https://www.pli.edu/programs/school-law-institute/442910?tCode=WTC5_RSS01 Education Special education Litigation Public interest law and pro bono Experienced faculty will examine significant developments in education law and policy, as well as the implications of these developments for your clients. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442910 442910 32 G3122 6:26:25 https://www.pli.edu/programs/ethics-for-corporate-lawyers/442152?tCode=WTC5_RSS01 Corporate law Ethics and professional responsibility Litigation Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442152 442152 13 G3021 2026-12-07T21:30:00Z 2:30:50 New York NY USA https://www.pli.edu/programs/ethics-for-corporate-lawyers/442151?tCode=WTC5_RSS01 Corporate law Ethics and professional responsibility Litigation Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442151 442151 3 G3021 2026-12-07T21:30:00Z 2:30:50 New York NY USA https://www.pli.edu/catalog/publications/treatise/investment-adviser-regulation-a-step-by-step-guide-to-compliance-and-the-law/32841?tCode=WTC5_RSS01 Financial services Investment advisers Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Provides guidance through the many statutory, SEC, and state standards impacting investment advisers, and is an essential resource for investment advisers, securities attorneys, compliance personnel, and federal and state regulators. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 32841 32841 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/patent-litigation/151672?tCode=WTC5_RSS01 Intellectual property Patents Litigation Patent litigation Experts from around the country share the knowledge and experience they have gained from litigating infringement and other patent cases. Experienced and new litigators will find guidance on applicable law and rules, plus practical information on effectively presenting a case to judge and jury. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 151672 151672 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/pharmaceutical-and-biotech-patent-law/369990?tCode=WTC5_RSS01 Intellectual property Patents Patent applications Patent infringement Biotechnology Pharmaceuticals Pharmaceutical and Biotech Patent Law provides you with the legal, scientific, and technical information you need to help clients obtain, defend, and challenge patents in these important business areas. This practical guide shows you how to craft problem-free patent applications, including how toPartner with the government to bring patented inventions quickly to the marketplaceInvalidate competitors’ patents by proving that they fail to meet key requirementsProtect against various forms of patent infringementSuccessfully rebut charges of infringementIt includes detailed checklists that help you resolve thorny patent problems in the complex pharmaceutical and biotech fields, and is regularly updated to reflect Federal Circuit rulings and other significant court decisions.    Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 369990 369990 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/pharmaceutical-and-biotech-patent-law/397729?tCode=WTC5_RSS01 Intellectual property Patents Patent applications Patent infringement Biotechnology Pharmaceuticals Covers patentable subject matter, inventorship, claim drafting, and more—as they apply to drugs and related inventions. Appendices provide technical background—a glossary of biotech terminology, a primer on basic biotech concepts, and a treatment of the science of biosimilars. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 397729 397729 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/pharmaceutical-and-biotech-patent-law/423034?tCode=WTC5_RSS01 Intellectual property Patents Patent applications Patent infringement Biotechnology Pharmaceuticals Covers patentable subject matter, inventorship, claim drafting, and more—as they apply to drugs and related inventions. Appendices provide technical background—a glossary of biotech terminology, a primer on basic biotech concepts, and a treatment of the science of biosimilars. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 423034 423034 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/pharmaceutical-and-biotech-patent-law/449699?tCode=WTC5_RSS01 Intellectual property Patents Patent applications Patent infringement Biotechnology Pharmaceuticals Covers patentable subject matter, inventorship, claim drafting, and more—as they apply to drugs and related inventions. Appendices provide technical background—a glossary of biotech terminology, a primer on basic biotech concepts, and a treatment of the science of biosimilars. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449699 449699 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/fintech-regtech-and-the-financial-services-industry/317392?tCode=WTC5_RSS01 Financial services Fintech Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Securities and other financial products) RegTech Technology has been a transformative force in the financial services industry. This title examines the developments taking place in the industry and the opportunities they bring to the marketplace, as well as the emerging regulatory framework. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 317392 317392 59 0:00:00 https://www.pli.edu/catalog/publications/answer-book/attorney-client-privilege-answer-book/422947?tCode=WTC5_RSS01 Attorney-client privilege Q&A guidance on the issues attorneys frequently grapple with regarding the attorney-client privilege. Examines the boundaries of the privilege, what is and is not covered, how the privilege is protected and lost, and more. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 422947 422947 167 0:00:00 https://www.pli.edu/catalog/publications/answer-book/attorney-client-privilege-answer-book/449704?tCode=WTC5_RSS01 Attorney-client privilege Q&A guidance on the issues attorneys frequently grapple with regarding the attorney-client privilege. Examines the boundaries of the privilege, what is and is not covered, how the privilege is protected and lost, and more. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449704 449704 167 0:00:00 https://www.pli.edu/catalog/publications/answer-book/attorney-client-privilege-answer-book/397838?tCode=WTC5_RSS01 Attorney-client privilege Q&A guidance on the issues attorneys frequently grapple with regarding the attorney-client privilege. Examines the boundaries of the privilege, what is and is not covered, how the privilege is protected and lost, and more. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 397838 397838 167 0:00:00 https://www.pli.edu/catalog/publications/answer-book/attorney-client-privilege-answer-book/343869?tCode=WTC5_RSS01 Attorney-client privilege Attorney-Client Privilege Answer Book is a practical resource for attorneys and clients seeking to understand the most significant privilege in the practice of law. The book, written in question-and-answer format, examines the boundaries of the privilege, providing guidance on issues that attorneys grapple with on a regular basis as to what is, and is not, covered by the privilege, and how the privilege is protected and lost. Among the topics receiving in-depth treatment are what constitutes an “attorney,” “client,” and “communication” for purposes of the privilege; choice-of-law issues; waiver; and exceptions to the privilege. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 343869 343869 167 0:00:00 https://www.pli.edu/catalog/publications/answer-book/attorney-client-privilege-answer-book/318461?tCode=WTC5_RSS01 Attorney-client privilege Attorney-Client Privilege Answer Book is a practical resource for attorneys and clients seeking to understand the most significant privilege in the practice of law. The book, written in question-and-answer format, examines the boundaries of the privilege, providing guidance on issues that attorneys grapple with on a regular basis as to what is, and is not, covered by the privilege, and how the privilege is protected and lost. Among the topics receiving in-depth treatment are what constitutes an “attorney,” “client,” and “communication” for purposes of the privilege; choice-of-law issues; waiver; and exceptions to the privilege. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 318461 318461 168 0:00:00 https://www.pli.edu/catalog/publications/treatise/sinclair-on-federal-civil-practice/16913?tCode=WTC5_RSS01 Litigation Civil procedure Guide to the rules governing litigaton in the federal courts. Compendia of Recent Cases on key issues in federal practice, organized by jurisdiction, aids in quick research. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 16913 16913 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/sinclair-on-federal-civil-practice/309361?tCode=WTC5_RSS01 Litigation Civil procedure Sinclair on Federal Civil Practice is designed to give authoritative answers for issues arising in federal civil litigation and to serve as a guide to the principal rules and tactical considerations guiding lawsuits in the federal courts. This two-volume treatise starts with the layout of the court system and the nature of its key personnel, followed by jurisdiction and venue principles, and then turns to the sequence of litigation, from pleading to discovery, trial, and appeal, while explaining the rationale of the rules, citing the key interpretive cases, and offering court-tested practice tips. It includes a Compendium of Recent Cases that offers a chronological, circuit-by-circuit and district-by-district listing of recent federal court cases. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 309361 309361 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/taxation-of-intellectual-property-law-and-practice/325516?tCode=WTC5_RSS01 Trademarks Intellectual property licensing Patents Regulation, compliance, and enforcement (Tax) Provides comprehensive coverage of: changes in tax laws affecting intellectual property transactions and litigation; the latest IRS rulings and other administrative guidance; and state tax updates impacting the popular domestic intellectual property holding company model. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 325516 325516 59 0:00:00 https://www.pli.edu/programs/modern-patent-licensing/chb/443031?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing License terms (Intellectual property) Practice skills (Intellectual property) Revamped for 2026! Patent licensing activities of all kinds (including bilateral licensing, portfolio cross-licensing, & patent pools) have been exploding. In addition to traditional patent licensing areas (semiconductors, phones, etc.), a big wave of patent monetization is now spreading into the “connected car” and IoT sectors as every good and service is becoming online, including across industries. This program will emphasize practical tips for structuring, negotiating, and drafting patent licenses, with strategies for both licensors and licensees. The program includes a corporate patent licensing experts panel featuring current and/or former in-house patent licensing executives. We will also feature updates on the latest legal developments from U.S, European and Japanese courts that are shaping (and in some cases, reshaping) patent licensing behavior. As a bonus, the program will also cover ethical issues in licensing negotiations. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443031 443031 257 G3192 0:00:00 https://www.pli.edu/programs/data-law/444289?tCode=WTC5_RSS01 Cybersecurity and data protection Intellectual property Technology Artificial intelligence Data has become one of the most valuable—and riskiest—assets in modern business. As companies harness the power of artificial intelligence, they must rethink traditional approaches to managing and safeguarding data, recognizing the unique legal and operational challenges it presents. AI’s evolution continues to introduce additional layers of complexity, as AI itself is leveraged to address data-related issues. Understanding how data flows, its use cases, how it is licensed and commercialized, and the associated legal risks and business opportunities is now critical.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444289 444289 32 G4454 6:21:04 https://www.pli.edu/programs/thriving-in-law-school-a-well-being-framework-for-long-term-success/461734?tCode=WTC5_RSS01 Health care Professional development Career development Attorney wellness This Program Does Not Offer CLE Credit in Any Jurisdiction This presentation invites participants to examine how their well-being directly affects their ability to learn, perform, and succeed—both in school and beyond. Law students are trained to think critically, spot problems, and anticipate risks, but those same skills can fuel stress, overthinking, and burnout if they are constantly running on overload. This session explores how the habits that support academic excellence can also undermine focus, memory, and motivation when well-being is ignored.Through reflection, relatable examples, and practical strategies, students will learn how attention, stress, movement, breathing, and nutrition shape how the brain works under pressure. Rather than promoting “self-care” as another item on a to-do list, the session focuses on small, realistic changes that help students think more clearly, manage stress more effectively, and sustain their energy—especially during demanding periods like exams, cold calls, summer jobs and internships, and job searches. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461734 461734 104 G5739 1:01:43 https://www.pli.edu/programs/thriving-in-law-school-a-well-being-framework-for-long-term-success/466676?tCode=WTC5_RSS01 Health care Professional development Career development Attorney wellness This Program Does Not Offer CLE Credit in Any Jurisdiction This presentation invites participants to examine how their well-being directly affects their ability to learn, perform, and succeed—both in school and beyond. Law students are trained to think critically, spot problems, and anticipate risks, but those same skills can fuel stress, overthinking, and burnout if they are constantly running on overload. This session explores how the habits that support academic excellence can also undermine focus, memory, and motivation when well-being is ignored.Through reflection, relatable examples, and practical strategies, students will learn how attention, stress, movement, breathing, and nutrition shape how the brain works under pressure. Rather than promoting “self-care” as another item on a to-do list, the session focuses on small, realistic changes that help students think more clearly, manage stress more effectively, and sustain their energy—especially during demanding periods like exams, cold calls, summer jobs and internships, and job searches. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466676 466676 98 G5739 1:02:24 https://www.pli.edu/programs/thriving-in-law-school-a-well-being-framework-for-long-term-success/466675?tCode=WTC5_RSS01 Health care Professional development Career development Attorney wellness This Program Does Not Offer CLE Credit in Any Jurisdiction This presentation invites participants to examine how their well-being directly affects their ability to learn, perform, and succeed—both in school and beyond. Law students are trained to think critically, spot problems, and anticipate risks, but those same skills can fuel stress, overthinking, and burnout if they are constantly running on overload. This session explores how the habits that support academic excellence can also undermine focus, memory, and motivation when well-being is ignored.Through reflection, relatable examples, and practical strategies, students will learn how attention, stress, movement, breathing, and nutrition shape how the brain works under pressure. Rather than promoting “self-care” as another item on a to-do list, the session focuses on small, realistic changes that help students think more clearly, manage stress more effectively, and sustain their energy—especially during demanding periods like exams, cold calls, summer jobs and internships, and job searches. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466675 466675 163 G5739 1:02:24 https://www.pli.edu/catalog/publications/treatise/securities-litigation-a-practitioners-guide/177262?tCode=WTC5_RSS01 Internal investigations (Corporate law) Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) For the sixth supplement to the Second Edition of Securities Litigation, new editors Lyle Roberts of A&O Shearman and Jonathan Youngwood of Simpson Thacher & Bartlett and their respective teams of expert securities litigation practitioners have updated every chapter of this treatise to keep you up to date on the latest cases and other developments in private securities class actions and provide you with a comprehensive analysis of the key issues involved in shareholder litigation as it is practiced today.Securities Litigation: A Practitioner’s Guide provides you with the guidance you need to help your clients get the competitive edge in securities class actions. This reference helps you master relevant federal procedural rules for securities class actions • effective defenses against such actions • appellate standards of review, and • the steps involved in achieving favorable settlements.Securities Litigation also makes sure you’re ready to go to trial if it’s necessary, by showing you how to develop persuasive trial themes • strengthen your trial presentation • use facts and arguments that resonate with jurors • maximize the impact of expert witnesses • get valuable deposition testimony admitted at trial, and • strengthen other litigation skills.Securities Litigation: A Practitioner’s Guide is an invaluable resource for securities practitioners, as well as executives and managers in securities firms, compliance officers, general practitioners engaged in securities litigation, investors, and federal and state regulators. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 177262 177262 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/securities-litigation-a-practitioners-guide/397837?tCode=WTC5_RSS01 Internal investigations (Corporate law) Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Practical guide to federal procedural rules for securities class actions, defenses, appellate standards of review, and achieving favorable settlements. Guidance on developing persuasive trial themes, trial presentation, expert witnesses, depositions and other litigation skills. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 397837 397837 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/corporate-legal-departments-practicing-law-in-a-corporation/32867?tCode=WTC5_RSS01 Corporate law Practice skills (Corporate law) Regulation, compliance, and enforcement (Corporate law) Indispensable reference for in-house lawyer, corporate counsel, and compliance officers. Covering department management, ethics, confidentiality, technology, globalization, litigation management. Includes overviews of twenty legal practice areas that corporate counsel typically must address. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 32867 32867 59 0:00:00 https://www.pli.edu/catalog/publications/answer-book/private-clients-legal--tax-planning-answer-book/318458?tCode=WTC5_RSS01 Estate planning Gift tax Last will and testament Tax Tax planning and strategy Private Clients Legal & Tax Planning Answer Book provides practical guidance for estate planning for individuals.This Q&A resource addresses complex client questions related to the benefit and protection of the client’s assets, dispositions to current and future family members, the uses of trusts and other vehicles, and current and future charitable donations.Authored and edited by G. Warren Whitaker and a team of experts from Day Pitney LLP, this Answer Book discusses the different ways in which assets can be owned and transferred; best practices in executing wills and trusts; clear guidance on estate, gift, and generation-skipping transfer taxes; and answers questions about retirement accounts, charitable giving, and family and marital issues.Stockpiled with highlighted practice tips, Private Clients Legal & Tax Planning Answer Book also provides guidance on issues related to incapacitation, international concerns, and managing the estate planning team (attorneys, accountants, trust officer, etc.) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 318458 318458 168 0:00:00 https://www.pli.edu/catalog/publications/answer-book/private-clients-legal--tax-planning-answer-book/343858?tCode=WTC5_RSS01 Estate planning Gift tax Last will and testament Tax Tax planning and strategy Private Clients Legal & Tax Planning Answer Book provides practical guidance for estate planning for individuals.This Q&A resource addresses complex client questions related to the benefit and protection of the client’s assets, dispositions to current and future family members, the uses of trusts and other vehicles, and current and future charitable donations.Authored and edited by G. Warren Whitaker and a team of experts from Day Pitney LLP, this Answer Book discusses the different ways in which assets can be owned and transferred; best practices in executing wills and trusts; clear guidance on estate, gift, and generation-skipping transfer taxes; and answers questions about retirement accounts, charitable giving, and family and marital issues.Stockpiled with highlighted practice tips, Private Clients Legal & Tax Planning Answer Book also provides guidance on issues related to incapacitation, international concerns, and managing the estate planning team (attorneys, accountants, trust officer, etc.) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 343858 343858 167 0:00:00 https://www.pli.edu/catalog/publications/answer-book/private-clients-legal--tax-planning-answer-book/397727?tCode=WTC5_RSS01 Estate planning Gift tax Last will and testament Tax Tax planning and strategy Q&A resource for professionals involved in the present and future management of an individual’s assets, including during incapacity and after the individual’s death. Practical guidance on wills, trusts, taxes, insurance, retirement accounts, marital/family issues, charitable giving, and more. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 397727 397727 167 0:00:00 https://www.pli.edu/catalog/publications/answer-book/private-clients-legal--tax-planning-answer-book/449691?tCode=WTC5_RSS01 Estate planning Gift tax Last will and testament Tax Tax planning and strategy Q&A resource for professionals involved in the present and future management of an individual’s assets, including during incapacity and after the individual’s death. Practical guidance on wills, trusts, taxes, insurance, retirement accounts, marital/family issues, charitable giving, and more. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449691 449691 167 0:00:00 https://www.pli.edu/catalog/publications/treatise/commercial-legal-finance/369987?tCode=WTC5_RSS01 Financing Arbitration Litigation financing A guide to commercial legal finance covering key jurisdictions and practice areas. Explains the benefits and use cases of legal finance, addresses deal structures, pricing, and mechanics, and provides a step-by-step overview of the process for obtaining legal finance. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 369987 369987 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/financial-product-fundamentals-law-business-compliance/38880?tCode=WTC5_RSS01 Financial products Financial services Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Provides a clear, comprehensive, and easy-to-use reference for attorneys, compliance personnel, and business professionals, with legal, regulatory, and procedural guidance regarding the various financial products. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 38880 38880 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/corporate-political-activities-deskbook/370598?tCode=WTC5_RSS01 Political activity law Corporate political activity Pay-to-play (Political activity law) Regulation, compliance, and enforcement (Political activity law) Corporate Political Activities Deskbook serves as a practical manual for in-house attorneys who advise corporations about involvement in the political process. It provides a thorough grounding in the law on federal and state campaign finance, pay-to-play, lobbying, and gift compliance, along with examples of best practices that can help corporations successfully interact with the government. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 370598 370598 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/corporate-political-activities-deskbook/396994?tCode=WTC5_RSS01 Political activity law Corporate political activity Pay-to-play (Political activity law) Regulation, compliance, and enforcement (Political activity law) Practical manual for attorneys who advise corporations about involvement in the political process. Guide to the current state of the law of federal and state campaign finance, pay-to-play, lobbying, and gift compliance. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 396994 396994 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/corporate-political-activities-deskbook/423104?tCode=WTC5_RSS01 Political activity law Corporate political activity Pay-to-play (Political activity law) Regulation, compliance, and enforcement (Political activity law) Practical manual for attorneys who advise corporations about involvement in the political process. Guide to the current state of the law of federal and state campaign finance, pay-to-play, lobbying, and gift compliance. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 423104 423104 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/corporate-political-activities-deskbook/449692?tCode=WTC5_RSS01 Political activity law Corporate political activity Pay-to-play (Political activity law) Regulation, compliance, and enforcement (Political activity law) Practical manual for attorneys who advise corporations about involvement in the political process. Guide to the current state of the law of federal and state campaign finance, pay-to-play, lobbying, and gift compliance. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449692 449692 59 0:00:00 https://www.pli.edu/programs/erisa/chb/440486?tCode=WTC5_RSS01 Employee benefits Retirement benefits Employment and labor Litigation This program has become a must for ERISA/benefits attorneys as well as other practitioners tasked with keeping current on ever-changing benefit law developments for several decades. Our experienced faculty of leading ERISA attorneys will discuss a broad array of current topics, including the new agenda and priorities of the administration, evolving trends in asset management products and services, updates on ERISA litigation and plan governance as well as the latest issues affecting corporate transactions and health and welfare plans. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440486 440486 28 G3204 0:00:00 https://www.pli.edu/programs/erisa/chb/440487?tCode=WTC5_RSS01 Employee benefits Retirement benefits Employment and labor Litigation This program has become a must for ERISA/benefits attorneys as well as other practitioners tasked with keeping current on ever-changing benefit law developments for several decades. Our experienced faculty of leading ERISA attorneys will discuss a broad array of current topics, including the new agenda and priorities of the administration, evolving trends in asset management products and services, updates on ERISA litigation and plan governance as well as the latest issues affecting corporate transactions and health and welfare plans. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440487 440487 257 G3204 0:00:00 https://www.pli.edu/catalog/publications/treatise/hedge-fund-regulation/42542?tCode=WTC5_RSS01 Banking and finance Regulation, compliance, and enforcement (Banking and finance) Securities and other financial products Investment fund management Hedge funds Presents a comprehensive look at hedge funds, including how they raise capital, the multiple regulatory requirements that govern them, and innovative ways these funds can be used with other investment products. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 42542 42542 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/business-taxation-deskbook-corporations-partnerships-subchapter-s-and-international/241254?tCode=WTC5_RSS01 Corporate tax International tax Tax Partnership tax Regulation, compliance, and enforcement (Tax) Business Taxation Deskbook is a guide to a wide range of domestic (including some state) and international business tax issues. The book focuses on specific business tax provisions enacted by the TCAJA, and integrating the discussion of these provisions into the examination of Code sections. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 241254 241254 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/friedman-and-smith-on-contracts-and-conveyances-of-real-property/308180?tCode=WTC5_RSS01 Real estate Real estate transactions Real property Real estate contracts Regulation, compliance, and enforcement (Real estate) With more than 140 sample forms, sample clauses, and checklists, Friedman and Smith on Contracts helps you finalize a contract, handle unexpected problems and contingencies, create sound agreements, and avoid drafting ambiguous or incomplete contracts that can lead to delays and aborted deals. Explaining common law principles and thousands of statutes and court decisions, Friedman and Smith on Contracts answers essential questions about essential terms and covenants, contractual defects, how to describe property with “reasonable certainty,” and more. It shows you why:Boilerplate remedies provisions in complex deals can create legal trapsOmitting a financing condition can increase a buyer’s risk in all-cash contractsMultiple contracts employed by parties can lead to offer and acceptance problemsand more. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 308180 308180 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/friedman-and-smith-on-contracts-and-conveyances-of-real-property/206208?tCode=WTC5_RSS01 Real estate Real estate transactions Real property Real estate contracts Regulation, compliance, and enforcement (Real estate) Delivers coverage and analysis of the most current developments in real estate conveyancing to assist attorneys representing parties in the sale of real property in drafting sound agreements. Provides sample forms, clauses, and checklists that simplify and accelerate transactions. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 206208 206208 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/broker-dealer-regulation/32789?tCode=WTC5_RSS01 Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Practice skills (Securities and other financial products) Securities filings and financial statements Provides a complete analysis and practical understanding of the many requirements and regulatory framework that applies to broker-dealers, and is an invaluable resource for broker-dealers, securities attorneys, compliance officers, and regulators. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 32789 32789 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/substantial-similarity-in-copyright-law/631?tCode=WTC5_RSS01 Intellectual property Copyright Copyright infringement Substantial similarity A 600-page appendix of color illustrations comparing litigated works, this treatise analyzes the divergent tests used by the federal courts to determine the substantial similarity of musical works, computer programs, fiction, architectural works, and other subject matters protected by copyright. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 631 630 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/substantial-similarity-in-copyright-law/309488?tCode=WTC5_RSS01 Intellectual property Copyright Copyright infringement Substantial similarity The first treatise to fully discuss this pivotal subject, Substantial Similarity in Copyright Law remains the clearest and most comprehensive reference on the topic. Substantial Similarity in Copyright Law gives you in-depth insight into the types of similarities that trigger findings of infringement and those that do not. You’ll learn how substantial similarity tests apply to specific kinds of copyrightable subject matter—from fiction to computer programs, and from sound recordings to architectural works­—analysis you cannot find anywhere else. This book identifies and explains circuit by circuit the substantial similarity tests used in each U.S. Circuit Court of Appeals. You’ll learn how substantial similarity is addressed at different stages in litigation in each circuit, on a motion to dismiss, at summary judgment, and at trial. You also will learn how and when expert witnesses can be used in copyright infringement cases, and when they cannot. Packed with illustrations from litigated cases, this comprehensive reference enables you to see how this vital concept is applied in your jurisdiction to the type of copyrightable work involved in your case, enhancing your ability to analyze, predict and litigate copyright disputes. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 309488 309488 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/a-guide-to-creating-an-effective-ai-corporate-compliance-program/451116?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Intellectual property) Artificial intelligence Regulation, compliance, and enforcement (Technology) Practical guidance for building an effective AI corporate compliance program, managing AI-related legal and operational risks, and navigating the rapidly evolving global regulatory landscape. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451116 451116 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/hillman-on-documenting-secured-transactions-effective-drafting-and-litigation/305220?tCode=WTC5_RSS01 Banking and finance Financing Commercial law Secured transactions This practical guide provides you with rock-solid, readable guidance. Based on the original work by Judge William C. Hillman, a recognized U.C.C. authority, this edition of Hillman on Documenting Secured Transactions presents Article 9 best practices from a twenty-first-century perspective, giving you a working grasp of the legal, technical, and business aspects of Article 9 transactions.Nearly twenty years into Revised Article 9, with the 1999 revisions and 2010 amendments now adopted by all fifty states, this edition focuses on Revised Article 9 as the current law, adding glosses and other background on prior law under Prior Article 9 and pre-Revision case law where helpful. The book also examines the effects of the 2022 amendments, which are designed to accommodate emerging technologies and affect nearly every Article of the U.C.C. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 305220 305220 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/hillman-on-documenting-secured-transactions-effective-drafting-and-litigation/208560?tCode=WTC5_RSS01 Banking and finance Financing Commercial law Secured transactions Rock-solid, reliable guidance on drafting and litigating Article 9 transactions, based on underlying original work authored by a nationally recognized U.C.C. authority. Guide to drafting precise, problem-free security agreements and financing statements that protect clients and minimize disputes. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 208560 208560 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/trade-secrets-for-the-practitioner/7792?tCode=WTC5_RSS01 Patents Trade secrets Trade secret dispute litigation Trade Secrets: A Practitioner’s Guide is an indispensable resource that discusses all aspects of protecting trade secrets. It covers what a trade secret is, how it should be protected, and what to do when its secrecy is compromised. Trade Secrets examines in detail what trade secret misappropriation is, how you can prove it in court, how you can protect trade secret information during the course of litigation, and how you can gain appropriate legal and monetary remedies for clients for proven violations. Included are time-saving sample forms, proactive checklists, and instructive trial testimony from actual cases. It compares and contrasts trade-secret protection with other forms of intellectual property such as copyright, patents, and trademarks. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 7792 7792 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/trade-secrets-for-the-practitioner/397807?tCode=WTC5_RSS01 Patents Trade secrets Trade secret dispute litigation For IP lawyers, general counsel, litigators, and executives, a thorough exploration of the law governing the creation and protection of trade secrets, the forms of misappropriation, and the remedies for injured owners. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 397807 397807 59 0:00:00 https://www.pli.edu/programs/financial-statements-game/443906?tCode=WTC5_RSS01 Accounting and financial reporting Accounting standards Financial statements provide information on the financial performance of companies and are the language of business. Attorneys are often required to understand financial statements in order to provide solutions to their clients’ problems, including structuring financial transactions and litigating business disputes.This entertaining and immersive “serious game” trains lawyers to understand, read and interpret financial statements and to apply their findings in the decision-making process. Working in this self-paced simulation will help eliminate uncertainty and lack of confidence associated with working with financial statements. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443906 443906 178 G3832 1:35:00 https://www.pli.edu/programs/catalyzing-wellness-in-the-legal-profession/457418?tCode=WTC5_RSS01 Public interest law and pro bono Professional development Attorney wellness Technology Attorneys and legal professionals continue to face high-pressure environments that often spill into their personal lives. This session explores how embracing your adversity—rather than avoiding it—is the "alpha" factor that leads to exponential growth and success. Using the scientific process of annealing as a metaphor, the faculty will demonstrate how extreme stress and "heating" forge resilience, transforming the challenges of long hours, imposter syndrome, and high-stakes litigation into catalysts for unparalleled achievement. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457418 457418 104 G5662 1:00:59 https://www.pli.edu/programs/catalyzing-wellness-in-the-legal-profession/466584?tCode=WTC5_RSS01 Public interest law and pro bono Professional development Attorney wellness Technology Attorneys and legal professionals continue to face high-pressure environments that often spill into their personal lives. This session explores how embracing your adversity—rather than avoiding it—is the "alpha" factor that leads to exponential growth and success. Using the scientific process of annealing as a metaphor, the faculty will demonstrate how extreme stress and "heating" forge resilience, transforming the challenges of long hours, imposter syndrome, and high-stakes litigation into catalysts for unparalleled achievement. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466584 466584 98 G5662 1:01:40 https://www.pli.edu/programs/catalyzing-wellness-in-the-legal-profession/466585?tCode=WTC5_RSS01 Public interest law and pro bono Professional development Attorney wellness Technology Attorneys and legal professionals continue to face high-pressure environments that often spill into their personal lives. This session explores how embracing your adversity—rather than avoiding it—is the "alpha" factor that leads to exponential growth and success. Using the scientific process of annealing as a metaphor, the faculty will demonstrate how extreme stress and "heating" forge resilience, transforming the challenges of long hours, imposter syndrome, and high-stakes litigation into catalysts for unparalleled achievement. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466585 466585 163 G5662 1:01:40 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/443001?tCode=WTC5_RSS01 Ethics and professional responsibility Attorney-client privilege Practice skills (Ethics and professional responsibility) Professional conduct Attorney wellness PLI’s Illinois Professional Responsibility MCLE Marathon 2026 is designed to help experienced attorneys practicing in Illinois meet their MCLE professional responsibility requirements, including four hours of professional responsibility, one hour of Diversity and Inclusion, and one hour of Mental Health and Substance Abuse. The program will include discussion of best practices and new and emerging professionalism and ethical issues. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443001 443001 32 G3118 6:17:55 https://www.pli.edu/programs/internal-investigation-game/443884?tCode=WTC5_RSS01 Knowing how to conduct efficient and effective internal investigations is crucial to protecting your clients or company. Properly conducted, an internal investigation will help to identify risks and remedy potential issues.During this entertaining and immersive “serious game” you will plan and conduct an internal investigation as a member of a fictional law firm and present your findings to management. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443884 443884 178 G3831 1:15:00 https://www.pli.edu/catalog/publications/treatise/social-media-and-the-law/305196?tCode=WTC5_RSS01 Social media Corporate risks (Social media) Digital marketing (Social media) Workplace use (Social media) Social Media and the Law discusses recent industry and legal developments affecting the use and regulation of social media. It presents a broad survey of issues across practice areas, such as privacy, employment, intellectual property, advertising, defamation, criminal law and procedure, civil litigation, and regulated industries such as publicly traded companies, financial services, broker-dealers, health care providers, and pharmaceutical manufacturers. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 305196 305196 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/social-media-and-the-law/369372?tCode=WTC5_RSS01 Social media Corporate risks (Social media) Digital marketing (Social media) Workplace use (Social media) Social Media and the Law discusses recent industry and legal developments affecting the use and regulation of social media. It presents a broad survey of issues across practice areas, such as privacy, employment, intellectual property, advertising, defamation, criminal law and procedure, civil litigation, and regulated industries such as publicly traded companies, financial services, broker-dealers, health care providers, and pharmaceutical manufacturers. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 369372 369372 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/social-media-and-the-law/396850?tCode=WTC5_RSS01 Social media Corporate risks (Social media) Digital marketing (Social media) Workplace use (Social media) An important resource for all practitioners seeking to understand the wide range of legal issues raised by personal and professional use of social media. Includes privacy, control/ownership of content, defamation, employment-related issues, compliance in regulated industries, and litigation. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 396850 396850 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/social-media-and-the-law/423037?tCode=WTC5_RSS01 Social media Corporate risks (Social media) Digital marketing (Social media) Workplace use (Social media) An important resource for all practitioners seeking to understand the wide range of legal issues raised by personal and professional use of social media. Includes privacy, control/ownership of content, defamation, employment-related issues, compliance in regulated industries, and litigation. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 423037 423037 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/social-media-and-the-law/448113?tCode=WTC5_RSS01 Social media Corporate risks (Social media) Digital marketing (Social media) Workplace use (Social media) An important resource for all practitioners seeking to understand the wide range of legal issues raised by personal and professional use of social media. Includes privacy, control/ownership of content, defamation, employment-related issues, compliance in regulated industries, and litigation. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448113 448113 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/decrypting-crypto-digital-assets-and-web3-explained/423007?tCode=WTC5_RSS01 Banking and finance Securities and other financial products Cryptocurrencies Digital assets Web3 Decrypting Crypto is organized in three parts: Part I provides technical background and explains the key components, systems, and tools that comprise Web3. Part II addresses how federal agencies have impacted Web3 in the United States. Part III is targeted at attorneys in particular legal areas. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 423007 423007 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/child-welfare-law-and-practice-the-red-book-4th-edition-nacc/459846?tCode=WTC5_RSS01 Family law Child welfare The Red Book serves as a day-to-day guide for child welfare advocates in every state, offering in-depth analysis and instruction on a wide variety of topics relevant to the current climate in the child welfare space. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459846 459846 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/child-welfare-law-and-practice-the-red-book-4th-edition-nacc/459845?tCode=WTC5_RSS01 Family law Child welfare The Red Book serves as a day-to-day guide for child welfare advocates in every state, offering in-depth analysis and instruction on a wide variety of topics relevant to the current climate in the child welfare space. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459845 459845 59 0:00:00 https://www.pli.edu/programs/investment-management-institute/chb/442116?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management The investment management landscape is moving fast, where new product structures are reshaping markets and enforcement scrutiny continues to shift. This program is designed to help you stay ahead of what’s next, with practical, experience-driven guidance you can apply immediately in your day-to-day work.Attendees will dig into the SEC’s strategic agenda and the business trends most affecting funds and advisers right now, while hearing directly from the SEC Division of Investment Management in a keynote session that offers rare insight into current priorities and emerging issues.Across timely panels, leading practitioners and regulators will translate complex developments into clear takeaways, covering what recent actions mean in practice, how to approach client matters with confidence, and how to implement best practices when working with SEC staff. Attendees will also explore the growing convergence of public and private markets, evolving retail access structures, and key litigation and enforcement themes shaping the industry. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442116 442116 28 G3163 0:00:00 https://www.pli.edu/programs/investment-management-institute/chb/442117?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management The investment management landscape is moving fast, where new product structures are reshaping markets and enforcement scrutiny continues to shift. This program is designed to help you stay ahead of what’s next, with practical, experience-driven guidance you can apply immediately in your day-to-day work.Attendees will dig into the SEC’s strategic agenda and the business trends most affecting funds and advisers right now, while hearing directly from the SEC Division of Investment Management in a keynote session that offers rare insight into current priorities and emerging issues.Across timely panels, leading practitioners and regulators will translate complex developments into clear takeaways, covering what recent actions mean in practice, how to approach client matters with confidence, and how to implement best practices when working with SEC staff. Attendees will also explore the growing convergence of public and private markets, evolving retail access structures, and key litigation and enforcement themes shaping the industry. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442117 442117 257 G3163 0:00:00 https://www.pli.edu/programs/municipal-law-institute/chb/443473?tCode=WTC5_RSS01 Litigation Municipal law Public interest law and pro bono The Annual Municipal Law Institute provides attendees with analysis of important developments, emerging legal issues, and best practices for local government lawyers. This year’s program will explore important issues and developments in crucial areas of municipal law. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443473 443473 28 G3141 0:00:00 https://www.pli.edu/programs/municipal-law-institute/chb/443474?tCode=WTC5_RSS01 Litigation Municipal law Public interest law and pro bono The Annual Municipal Law Institute provides attendees with analysis of important developments, emerging legal issues, and best practices for local government lawyers. This year’s program will explore important issues and developments in crucial areas of municipal law. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443474 443474 257 G3141 0:00:00 https://www.pli.edu/catalog/publications/treatise/internal-revenue-service-practice-and-procedure-deskbook/309364?tCode=WTC5_RSS01 Appeals Dispute resolution Practice skills (Tax) Regulation, compliance, and enforcement (Tax) Tax penalties Internal Revenue Service Practice and Procedure Deskbook provides the thorough legal, procedural, and strategic information attorneys, accountants and other tax professionals need to represent clients more effectively when dealing with the IRS, including guidance on: Examinations — including how to deal with IRS document requests, narrow the scope of IRS audits, and reach settlements as part of a correspondence, office or field examinationLarge Business & International Division Examinations — from how to prepare for LB&I examinations to how to use IRS programs to expedite resolutionsClaims for Refund and Refund Suits — including the effect of the COVID-19 pandemic on refunds and refund suitsAssessments — with clear coverage of IRS assessment procedures and the Code’s complex mitigation provisionsCivil Penalties — including steps you can take to abate penalties and minimize the risk of particular penalties being asserted, as well as, a chart containing a detailed summary of the numerous civil penalties listed by Code sectionTax Fraud — with details on how to make voluntary disclosures to avoid investigations, assemble defense teams, and deploy “good faith” and other defensesAppeals — including how to proceed effectively in appeals conferences, as opposed to examinations, and pick the right settlement options for each clientLitigation — with guidance on how to select the most favorable judicial forum for each case and cope with the Tax Court’s unique rules of practice and procedureCollections — from Collection Due Process hearings to surefire solutions to clients’ collection problems Internal Revenue Service Practice and Procedure Deskbook offers analysis of key Tax Court decisions and other case law, and highlighted “Practice Pointers” and other tips for successfully representing clients in IRS dealings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 309364 309364 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/internal-revenue-service-practice-and-procedure-deskbook/397746?tCode=WTC5_RSS01 Appeals Dispute resolution Practice skills (Tax) Regulation, compliance, and enforcement (Tax) Tax penalties The legal, procedural, and strategic information attorneys, accountants, and other tax professionals need to represent clients more effectively when dealing with the IRS. Includes analysis of Tax Court decisions and other case law, illustrative examples, “Practice Pointers,” and other valuable tips. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 397746 397746 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/internal-revenue-service-practice-and-procedure-deskbook/423113?tCode=WTC5_RSS01 Appeals Dispute resolution Practice skills (Tax) Regulation, compliance, and enforcement (Tax) Tax penalties The legal, procedural, and strategic information attorneys, accountants, and other tax professionals need to represent clients more effectively when dealing with the IRS. Includes analysis of Tax Court decisions and other case law, illustrative examples, “Practice Pointers,” and other valuable tips. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 423113 423113 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/friedman-on-leases/173023?tCode=WTC5_RSS01 Real estate Commercial real estate Commercial ground leases Clarifies and analyzes the full range of lease provisions and conceivable landlord-tenant situations to deliver practical instruction on negotiating and drafting airtight agreements that protect clients’ interests. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 173023 173023 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/friedman-on-leases/308174?tCode=WTC5_RSS01 Real estate Commercial real estate Commercial ground leases Friedman on Leases clarifies and analyzes the full range of lease provisions and landlord-tenant situations to provide practical instruction on how to negotiate and draft airtight agreements that protect clients’ rights and minimize their liability exposure. This treatise includes case decisions with commentary and sample lease clauses and agreements to help practitioners draft, negotiate, and amend every essential document involved in commercial leasing; modify lease provisions; anticipate and resolve problematic transaction developments; avoid drafting errors; and understand and address issues specific to assignments, subletting, renewals, take-over leases, percentage leases, and other challenging aspects of commercial leasing. Known for its balanced coverage of tenant and landlord concerns, this treatise provides discussions that address both parties’ interests. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 308174 308174 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/faber--kowalski-on-mechanics-of-patent-claim-drafting/370670?tCode=WTC5_RSS01 Intellectual property Patents Patent claims In-depth coverage claim drafting techniques, covering every claim format and every sort of invention. Filled with practical drafting strategies and suggestions, based on tested practices, established precedents, and the latest trends at the PTO and in the courts. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 370670 370670 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/fragomen-on-immigration-fundamentals-a-guide-to-law-and-practice/151548?tCode=WTC5_RSS01 Immigration and naturalization Regulation, compliance, and enforcement (Immigration and naturalization) Practical guide to the rules, policies, and procedures of U.S. immigration law, from one of the most prominent Immigration Law firms. Covers employment-based immigration, family sponsorship, nonimmigrant visas, refugees/asylum, removal, naturalization, citizenship, and more. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 151548 151548 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/fragomen-on-immigration-fundamentals-a-guide-to-law-and-practice/309343?tCode=WTC5_RSS01 Immigration and naturalization Regulation, compliance, and enforcement (Immigration and naturalization) Fragomen on Immigration Fundamentals provides coverage of the rules, policies, and procedures related to immigration law in the United States, including: employment-based and family-based immigration; permanent residence; temporary (“nonimmigrant”) admissions for business, study, work, and other purposes; naturalization; refugee and asylum law; denial of admission and removal of foreign nationals on security- and criminal-related grounds (and other statutory grounds); and administrative and judicial review of unfavorable immigration determinations. Throughout, the authors supplement legal analysis with practical guidance for both general practitioners and experienced immigration attorneys. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 309343 309343 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/employment-discrimination-a-practitioners-deskbook/339693?tCode=WTC5_RSS01 Employment discrimination Workplace investigations Discovery Dispute resolution Jury This deskbook provides readers with clear and practical guidance for handling employment discrimination-related workplace claims. Employment practitioners will benefit from insights and practical guidance, as well as the collective wisdom of Proskauer’s award winning Labor & Employment Department. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 339693 339693 59 0:00:00 https://www.pli.edu/programs/compliance--ethics-essentials/467956?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkReporting, Investigating, and Responding to Misconduct [01:00:59]The segment focuses on practical strategies for encouraging reporting, managing investigations, and responding to suspected misconduct. Upon completing this session, participants will be able to:Design and manage effective reporting channels, including helplines, and implement strong non-retaliation controlsApply leading practices for conducting fair, timely, and well-documented internal investigationsImplement practical measures to address fear of retaliation and reinforce trust in the reporting processAdam B. Siegel, Essence LiburdThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Root Cause Analysis: Driving Continuous Improvement, Compliance and Ethics: Ideas & Answers (February 3, 2025)Rebecca WalkerEffective Root Cause Analysis of Compliance Violations Toolkit, Compliance and Ethics: Ideas & AnswersRebecca WalkerMurray v. UBS Securities, LLC, No. 22-660 (2024)Gretchen A. WinterMemorandum Opinion, United States v. Heppner, No. 25 Cr. 503 (JSR) (S.D.N.Y. 2026)Gretchen A. WinterCompliance Program Assessment: Driving Continuous Improvement, Compliance and Ethics: Ideas & Answers (March 31, 2025)Rebecca Walker,Jennifer KuglerJeff Kaplan, Risk Assessment for Small Companies, Compliance and Ethics: Ideas & Answers (June 26, 2023)Jennifer KuglerJeff Kaplan, The Four-Dimensional Compliance Risk Assessment, Compliance and Ethics: Ideas & Answers (August 3, 2024)Jennifer KuglerPatrick Dundas, Ch. 18: Legal Data Analytics, Knowledge Management & Innovation: A Manual for Law Firms and Other Legal Services Organizations (November 2023)Rebecca WalkerPresentation MaterialReporting, Investigating, and Responding to Misconduct PPTEssence Liburd, Adam Siegel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467956 467956 25 G3131 1:01:00 https://www.pli.edu/programs/compliance--ethics-essentials/467957?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkReporting, Investigating, and Responding to Misconduct [01:00:59]The segment focuses on practical strategies for encouraging reporting, managing investigations, and responding to suspected misconduct. Upon completing this session, participants will be able to:Design and manage effective reporting channels, including helplines, and implement strong non-retaliation controlsApply leading practices for conducting fair, timely, and well-documented internal investigationsImplement practical measures to address fear of retaliation and reinforce trust in the reporting processAdam B. Siegel, Essence LiburdThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Root Cause Analysis: Driving Continuous Improvement, Compliance and Ethics: Ideas & Answers (February 3, 2025)Rebecca WalkerEffective Root Cause Analysis of Compliance Violations Toolkit, Compliance and Ethics: Ideas & AnswersRebecca WalkerMurray v. UBS Securities, LLC, No. 22-660 (2024)Gretchen A. WinterMemorandum Opinion, United States v. Heppner, No. 25 Cr. 503 (JSR) (S.D.N.Y. 2026)Gretchen A. WinterCompliance Program Assessment: Driving Continuous Improvement, Compliance and Ethics: Ideas & Answers (March 31, 2025)Rebecca Walker,Jennifer KuglerJeff Kaplan, Risk Assessment for Small Companies, Compliance and Ethics: Ideas & Answers (June 26, 2023)Jennifer KuglerJeff Kaplan, The Four-Dimensional Compliance Risk Assessment, Compliance and Ethics: Ideas & Answers (August 3, 2024)Jennifer KuglerPatrick Dundas, Ch. 18: Legal Data Analytics, Knowledge Management & Innovation: A Manual for Law Firms and Other Legal Services Organizations (November 2023)Rebecca WalkerPresentation MaterialReporting, Investigating, and Responding to Misconduct PPTEssence Liburd, Adam Siegel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467957 467957 98 G3131 1:01:41 https://www.pli.edu/programs/compliance--ethics-essentials/467955?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkReporting, Investigating, and Responding to Misconduct [01:00:59]The segment focuses on practical strategies for encouraging reporting, managing investigations, and responding to suspected misconduct. Upon completing this session, participants will be able to:Design and manage effective reporting channels, including helplines, and implement strong non-retaliation controlsApply leading practices for conducting fair, timely, and well-documented internal investigationsImplement practical measures to address fear of retaliation and reinforce trust in the reporting processAdam B. Siegel, Essence LiburdThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Root Cause Analysis: Driving Continuous Improvement, Compliance and Ethics: Ideas & Answers (February 3, 2025)Rebecca WalkerEffective Root Cause Analysis of Compliance Violations Toolkit, Compliance and Ethics: Ideas & AnswersRebecca WalkerMurray v. UBS Securities, LLC, No. 22-660 (2024)Gretchen A. WinterMemorandum Opinion, United States v. Heppner, No. 25 Cr. 503 (JSR) (S.D.N.Y. 2026)Gretchen A. WinterCompliance Program Assessment: Driving Continuous Improvement, Compliance and Ethics: Ideas & Answers (March 31, 2025)Rebecca Walker,Jennifer KuglerJeff Kaplan, Risk Assessment for Small Companies, Compliance and Ethics: Ideas & Answers (June 26, 2023)Jennifer KuglerJeff Kaplan, The Four-Dimensional Compliance Risk Assessment, Compliance and Ethics: Ideas & Answers (August 3, 2024)Jennifer KuglerPatrick Dundas, Ch. 18: Legal Data Analytics, Knowledge Management & Innovation: A Manual for Law Firms and Other Legal Services Organizations (November 2023)Rebecca WalkerPresentation MaterialReporting, Investigating, and Responding to Misconduct PPTEssence Liburd, Adam Siegel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467955 467955 163 G3131 1:01:41 https://www.pli.edu/programs/compliance--ethics-essentials/467947?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkConflicts of Interest in Practice: Lessons from Real-World Scenarios [00:59:43]Using case studies drawn from actual compliance challenges, this session explores how conflicts of interest emerge and how organizations can manage them. After completing this session, participants will be able to:Implement practical controls for conflict disclosure, review, and approvalApply mitigation and monitoring controls to real-world conflict scenariosBuild consistent, auditable processes for managing conflicts of interestJill U. Edmondson, Jack HolleranThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Charities and Conflicts of Interest, Compliance & Ethics: Ideas & Answers (March 13, 2023)Rebecca WalkerJeff Kaplan, Training Managers on Conflicts of Interest, Compliance & Ethics: Ideas & Answers (March 11, 2024)Rebecca WalkerTheodore L. Banks, Selected Background Information on Legal Ethics and Antitrust (April 29, 2025)Rebecca WalkerPresentation MaterialConflicts of Interest in Practice: Lessons from Real-World Scenarios PPTJill U. Edmondson, John E. HolleranConflicts of Interest in Practice: Lessons from Real-World Scenarios PPT2Jill U. Edmondson, John E. Holleran Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467947 467947 25 G3131 0:59:44 https://www.pli.edu/programs/compliance--ethics-essentials/467948?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkConflicts of Interest in Practice: Lessons from Real-World Scenarios [00:59:43]Using case studies drawn from actual compliance challenges, this session explores how conflicts of interest emerge and how organizations can manage them. After completing this session, participants will be able to:Implement practical controls for conflict disclosure, review, and approvalApply mitigation and monitoring controls to real-world conflict scenariosBuild consistent, auditable processes for managing conflicts of interestJill U. Edmondson, Jack HolleranThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Charities and Conflicts of Interest, Compliance & Ethics: Ideas & Answers (March 13, 2023)Rebecca WalkerJeff Kaplan, Training Managers on Conflicts of Interest, Compliance & Ethics: Ideas & Answers (March 11, 2024)Rebecca WalkerTheodore L. Banks, Selected Background Information on Legal Ethics and Antitrust (April 29, 2025)Rebecca WalkerPresentation MaterialConflicts of Interest in Practice: Lessons from Real-World Scenarios PPTJill U. Edmondson, John E. HolleranConflicts of Interest in Practice: Lessons from Real-World Scenarios PPT2Jill U. Edmondson, John E. Holleran Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467948 467948 98 G3131 1:00:25 https://www.pli.edu/programs/compliance--ethics-essentials/467946?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkConflicts of Interest in Practice: Lessons from Real-World Scenarios [00:59:43]Using case studies drawn from actual compliance challenges, this session explores how conflicts of interest emerge and how organizations can manage them. After completing this session, participants will be able to:Implement practical controls for conflict disclosure, review, and approvalApply mitigation and monitoring controls to real-world conflict scenariosBuild consistent, auditable processes for managing conflicts of interestJill U. Edmondson, Jack HolleranThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Charities and Conflicts of Interest, Compliance & Ethics: Ideas & Answers (March 13, 2023)Rebecca WalkerJeff Kaplan, Training Managers on Conflicts of Interest, Compliance & Ethics: Ideas & Answers (March 11, 2024)Rebecca WalkerTheodore L. Banks, Selected Background Information on Legal Ethics and Antitrust (April 29, 2025)Rebecca WalkerPresentation MaterialConflicts of Interest in Practice: Lessons from Real-World Scenarios PPTJill U. Edmondson, John E. HolleranConflicts of Interest in Practice: Lessons from Real-World Scenarios PPT2Jill U. Edmondson, John E. Holleran Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467946 467946 163 G3131 1:00:25 https://www.pli.edu/programs/compliance--ethics-essentials/467943?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkEthics for Compliance Lawyers and Compliance Professionals [00:01:00]This segment will explore the ethical obligations and professional responsibilities of compliance lawyers and professionals. Upon completion of this session, participants will be able to:Understand the ethical responsibilities of lawyers and compliance professionals in their gatekeeper rolesApply ethical considerations to core compliance activities, including risk and program assessments and investigationsIdentify and navigate potential tensions between legal and compliance professional ethicsKatrina Campbell, Eric F. HintonPresentation MaterialEthics for Compliance Lawyers and Compliance Professionals PPTKatrina Campbell, Eric F. Hinton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467943 467943 163 G3131 1:03:21 https://www.pli.edu/programs/compliance--ethics-essentials/467945?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkEthics for Compliance Lawyers and Compliance Professionals [00:01:00]This segment will explore the ethical obligations and professional responsibilities of compliance lawyers and professionals. Upon completion of this session, participants will be able to:Understand the ethical responsibilities of lawyers and compliance professionals in their gatekeeper rolesApply ethical considerations to core compliance activities, including risk and program assessments and investigationsIdentify and navigate potential tensions between legal and compliance professional ethicsKatrina Campbell, Eric F. HintonPresentation MaterialEthics for Compliance Lawyers and Compliance Professionals PPTKatrina Campbell, Eric F. Hinton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467945 467945 98 G3131 1:03:21 https://www.pli.edu/programs/compliance--ethics-essentials/467944?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkEthics for Compliance Lawyers and Compliance Professionals [00:01:00]This segment will explore the ethical obligations and professional responsibilities of compliance lawyers and professionals. Upon completion of this session, participants will be able to:Understand the ethical responsibilities of lawyers and compliance professionals in their gatekeeper rolesApply ethical considerations to core compliance activities, including risk and program assessments and investigationsIdentify and navigate potential tensions between legal and compliance professional ethicsKatrina Campbell, Eric F. HintonPresentation MaterialEthics for Compliance Lawyers and Compliance Professionals PPTKatrina Campbell, Eric F. Hinton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467944 467944 25 G3131 1:02:39 https://www.pli.edu/programs/compliance--ethics-essentials/467961?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkCompliance Training and Communications [00:01:00]This segment highlights the critical role of effective training and communications in promoting ethical behavior and supporting an effective compliance program. After completing this session, participants will be able to:Implement leading practices in compliance training, including role-based and just-in-time training techniquesUse training and communications to reinforce expectations and influence organizational cultureMeasure and continuously improve the effectiveness of compliance training and communicationsHemma Lomax, Michal BussiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Steven D. Gordon, Implementation of an Effective Compliance and Ethics Program, in Corporate Compliance Answer Book 2-1 (2024 Ed.)Kirsten ListonMeghan Daniels, Alexa Altino, Kirsten Liston & Andrea Falcione, The Modern Code of Conduct: Building a Code Your Employees Will Actually Use, Rethink Compliance White Paper (2026)Kirsten ListonRethink Compliance LLC, Compliance & Ethics Benchmarking Study: Training & Communications (2025)Kirsten Liston7 Steps to Sell Corporate Leadership on Privacy Compliance, Law360 (January 28, 2025)Liisa M. Thomas3 Change Management Tools to Boost Compliance Efforts, Law360 (April 29, 2025)Liisa M. ThomasTraining and Communications in Ethics and Compliance Functions: From Mandatory Modules to Decision-Useful Guidance (March 2026)Hemma LomaxQuick but Never Dirty Risk Mapping, Compliance and Ethics: Ideas & Answers (October 9, 2023)Rebecca WalkerPresentation MaterialCompliance Training and Communications PPTMichal Bussi, Hemma Lomax Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467961 467961 163 G3131 1:03:31 https://www.pli.edu/programs/compliance--ethics-essentials/467963?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkCompliance Training and Communications [00:01:00]This segment highlights the critical role of effective training and communications in promoting ethical behavior and supporting an effective compliance program. After completing this session, participants will be able to:Implement leading practices in compliance training, including role-based and just-in-time training techniquesUse training and communications to reinforce expectations and influence organizational cultureMeasure and continuously improve the effectiveness of compliance training and communicationsHemma Lomax, Michal BussiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Steven D. Gordon, Implementation of an Effective Compliance and Ethics Program, in Corporate Compliance Answer Book 2-1 (2024 Ed.)Kirsten ListonMeghan Daniels, Alexa Altino, Kirsten Liston & Andrea Falcione, The Modern Code of Conduct: Building a Code Your Employees Will Actually Use, Rethink Compliance White Paper (2026)Kirsten ListonRethink Compliance LLC, Compliance & Ethics Benchmarking Study: Training & Communications (2025)Kirsten Liston7 Steps to Sell Corporate Leadership on Privacy Compliance, Law360 (January 28, 2025)Liisa M. Thomas3 Change Management Tools to Boost Compliance Efforts, Law360 (April 29, 2025)Liisa M. ThomasTraining and Communications in Ethics and Compliance Functions: From Mandatory Modules to Decision-Useful Guidance (March 2026)Hemma LomaxQuick but Never Dirty Risk Mapping, Compliance and Ethics: Ideas & Answers (October 9, 2023)Rebecca WalkerPresentation MaterialCompliance Training and Communications PPTMichal Bussi, Hemma Lomax Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467963 467963 98 G3131 1:03:31 https://www.pli.edu/programs/compliance--ethics-essentials/467962?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkCompliance Training and Communications [00:01:00]This segment highlights the critical role of effective training and communications in promoting ethical behavior and supporting an effective compliance program. After completing this session, participants will be able to:Implement leading practices in compliance training, including role-based and just-in-time training techniquesUse training and communications to reinforce expectations and influence organizational cultureMeasure and continuously improve the effectiveness of compliance training and communicationsHemma Lomax, Michal BussiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Steven D. Gordon, Implementation of an Effective Compliance and Ethics Program, in Corporate Compliance Answer Book 2-1 (2024 Ed.)Kirsten ListonMeghan Daniels, Alexa Altino, Kirsten Liston & Andrea Falcione, The Modern Code of Conduct: Building a Code Your Employees Will Actually Use, Rethink Compliance White Paper (2026)Kirsten ListonRethink Compliance LLC, Compliance & Ethics Benchmarking Study: Training & Communications (2025)Kirsten Liston7 Steps to Sell Corporate Leadership on Privacy Compliance, Law360 (January 28, 2025)Liisa M. Thomas3 Change Management Tools to Boost Compliance Efforts, Law360 (April 29, 2025)Liisa M. ThomasTraining and Communications in Ethics and Compliance Functions: From Mandatory Modules to Decision-Useful Guidance (March 2026)Hemma LomaxQuick but Never Dirty Risk Mapping, Compliance and Ethics: Ideas & Answers (October 9, 2023)Rebecca WalkerPresentation MaterialCompliance Training and Communications PPTMichal Bussi, Hemma Lomax Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467962 467962 25 G3131 1:02:50 https://www.pli.edu/programs/compliance--ethics-essentials/467967?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkProgram Structure and Board Oversight: Authority, Independence, and Reach [00:01:00]This panel will explore effective compliance program structures and the board’s role in overseeing a program. After completing this session, participants will be able to:Understand effective positioning of the Chief Compliance OfficerEmpower compliance professionals throughout the organizationEnable meaningful Board oversight and support of the Compliance ProgramNicole Diaz, Rebecca Walker, C. Simon DavidsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Steven Gyeszly and Rebecca Walker, Strategic Toolkit to Maximize the Value of Board Oversight of Compliance & Ethics (“C&E”)Rebecca WalkerBoard Resolutions: Strengthening Compliance Programs, Compliance and Ethics: Ideas & Answers (January 29, 2024)Rebecca WalkerBoard Oversight, Compliance and Ethics: Ideas & Answers (September 25, 2023)Rebecca WalkerPresentation MaterialProgram Structure and Board Oversight: Authority, Independence, and Reach PPTC. Simon Davidson, Nicole Diaz, Rebecca Walker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467967 467967 163 G3131 1:01:04 https://www.pli.edu/programs/compliance--ethics-essentials/467968?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkProgram Structure and Board Oversight: Authority, Independence, and Reach [00:01:00]This panel will explore effective compliance program structures and the board’s role in overseeing a program. After completing this session, participants will be able to:Understand effective positioning of the Chief Compliance OfficerEmpower compliance professionals throughout the organizationEnable meaningful Board oversight and support of the Compliance ProgramNicole Diaz, Rebecca Walker, C. Simon DavidsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Steven Gyeszly and Rebecca Walker, Strategic Toolkit to Maximize the Value of Board Oversight of Compliance & Ethics (“C&E”)Rebecca WalkerBoard Resolutions: Strengthening Compliance Programs, Compliance and Ethics: Ideas & Answers (January 29, 2024)Rebecca WalkerBoard Oversight, Compliance and Ethics: Ideas & Answers (September 25, 2023)Rebecca WalkerPresentation MaterialProgram Structure and Board Oversight: Authority, Independence, and Reach PPTC. Simon Davidson, Nicole Diaz, Rebecca Walker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467968 467968 25 G3131 1:00:23 https://www.pli.edu/programs/compliance--ethics-essentials/467969?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkProgram Structure and Board Oversight: Authority, Independence, and Reach [00:01:00]This panel will explore effective compliance program structures and the board’s role in overseeing a program. After completing this session, participants will be able to:Understand effective positioning of the Chief Compliance OfficerEmpower compliance professionals throughout the organizationEnable meaningful Board oversight and support of the Compliance ProgramNicole Diaz, Rebecca Walker, C. Simon DavidsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Steven Gyeszly and Rebecca Walker, Strategic Toolkit to Maximize the Value of Board Oversight of Compliance & Ethics (“C&E”)Rebecca WalkerBoard Resolutions: Strengthening Compliance Programs, Compliance and Ethics: Ideas & Answers (January 29, 2024)Rebecca WalkerBoard Oversight, Compliance and Ethics: Ideas & Answers (September 25, 2023)Rebecca WalkerPresentation MaterialProgram Structure and Board Oversight: Authority, Independence, and Reach PPTC. Simon Davidson, Nicole Diaz, Rebecca Walker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467969 467969 98 G3131 1:01:04 https://www.pli.edu/programs/compliance--ethics-essentials/467964?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkMaking Codes and Policies Matter [00:01:00]This segment highlights the critical role of clear codes of conduct and well-designed compliance policies and procedures. After completing this session, participants will be able to:Identify leading practices in codes of conduct and compliance policiesImplement policy governance frameworks that are workable and sustainableLeverage codes and policies to support program oversight and monitoringJim Walton, Monica Lopez-Reinmiller The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Policy Governance: Which Compliance Policies Should Be Enterprise-Wide in Scope? Compliance and Ethics: Ideas & Answers (May 8, 2023)Rebecca WalkerLRN, 2025 Code of Conduct Report (2025)Jim WaltonPresentation MaterialMaking Codes and Policies Matter PPTMonica Lopez-Reinmiller, Jim Walton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467964 467964 163 G3131 1:02:09 https://www.pli.edu/programs/compliance--ethics-essentials/467966?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkMaking Codes and Policies Matter [00:01:00]This segment highlights the critical role of clear codes of conduct and well-designed compliance policies and procedures. After completing this session, participants will be able to:Identify leading practices in codes of conduct and compliance policiesImplement policy governance frameworks that are workable and sustainableLeverage codes and policies to support program oversight and monitoringJim Walton, Monica Lopez-Reinmiller The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Policy Governance: Which Compliance Policies Should Be Enterprise-Wide in Scope? Compliance and Ethics: Ideas & Answers (May 8, 2023)Rebecca WalkerLRN, 2025 Code of Conduct Report (2025)Jim WaltonPresentation MaterialMaking Codes and Policies Matter PPTMonica Lopez-Reinmiller, Jim Walton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467966 467966 98 G3131 1:02:09 https://www.pli.edu/programs/compliance--ethics-essentials/467965?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkMaking Codes and Policies Matter [00:01:00]This segment highlights the critical role of clear codes of conduct and well-designed compliance policies and procedures. After completing this session, participants will be able to:Identify leading practices in codes of conduct and compliance policiesImplement policy governance frameworks that are workable and sustainableLeverage codes and policies to support program oversight and monitoringJim Walton, Monica Lopez-Reinmiller The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Policy Governance: Which Compliance Policies Should Be Enterprise-Wide in Scope? Compliance and Ethics: Ideas & Answers (May 8, 2023)Rebecca WalkerLRN, 2025 Code of Conduct Report (2025)Jim WaltonPresentation MaterialMaking Codes and Policies Matter PPTMonica Lopez-Reinmiller, Jim Walton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467965 467965 25 G3131 1:01:28 https://www.pli.edu/programs/compliance--ethics-essentials/467951?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkThird Party Risk Management and Anti-Corruption Compliance [00:01:00]This session examines practical approaches to identifying, assessing, and managing corruption, human rights, and other risks posed by third parties. Participants will explore how risk-based due diligence, contracting, and ongoing monitoring fit together to support an effective compliance program. After completing this session, participants will be able to:Implement risk-based third-party due diligence and approval controls aligned with anti-corruption and human rights expectationsDesign and apply contractual, training, and monitoring controls to mitigate third-party risksIdentify common breakdowns in third-party risk management and apply practical corrective measuresAlison Hinds-Pearl, Karen Moore, Rachel AlpertThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Auditing and Monitoring for Conflicts of Interest Compliance, Compliance & Ethics: Ideas & Answers (June 24, 2024)Rebecca WalkerPresentation MaterialThird Party Risk Management and Anti-Corruption Compliance PPTRachel Alpert, Alison Hinds-Pearl, Karen Moore Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467951 467951 98 G3131 1:01:46 https://www.pli.edu/programs/compliance--ethics-essentials/467950?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkThird Party Risk Management and Anti-Corruption Compliance [00:01:00]This session examines practical approaches to identifying, assessing, and managing corruption, human rights, and other risks posed by third parties. Participants will explore how risk-based due diligence, contracting, and ongoing monitoring fit together to support an effective compliance program. After completing this session, participants will be able to:Implement risk-based third-party due diligence and approval controls aligned with anti-corruption and human rights expectationsDesign and apply contractual, training, and monitoring controls to mitigate third-party risksIdentify common breakdowns in third-party risk management and apply practical corrective measuresAlison Hinds-Pearl, Karen Moore, Rachel AlpertThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Auditing and Monitoring for Conflicts of Interest Compliance, Compliance & Ethics: Ideas & Answers (June 24, 2024)Rebecca WalkerPresentation MaterialThird Party Risk Management and Anti-Corruption Compliance PPTRachel Alpert, Alison Hinds-Pearl, Karen Moore Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467950 467950 25 G3131 1:01:04 https://www.pli.edu/programs/compliance--ethics-essentials/467949?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkThird Party Risk Management and Anti-Corruption Compliance [00:01:00]This session examines practical approaches to identifying, assessing, and managing corruption, human rights, and other risks posed by third parties. Participants will explore how risk-based due diligence, contracting, and ongoing monitoring fit together to support an effective compliance program. After completing this session, participants will be able to:Implement risk-based third-party due diligence and approval controls aligned with anti-corruption and human rights expectationsDesign and apply contractual, training, and monitoring controls to mitigate third-party risksIdentify common breakdowns in third-party risk management and apply practical corrective measuresAlison Hinds-Pearl, Karen Moore, Rachel AlpertThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Auditing and Monitoring for Conflicts of Interest Compliance, Compliance & Ethics: Ideas & Answers (June 24, 2024)Rebecca WalkerPresentation MaterialThird Party Risk Management and Anti-Corruption Compliance PPTRachel Alpert, Alison Hinds-Pearl, Karen Moore Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467949 467949 163 G3131 1:01:46 https://www.pli.edu/programs/compliance--ethics-essentials/467953?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkArtificial Intelligence and Data in E&C Programs [01:00:50]This session examines the integration of AI and data analysis in compliance programs, as well as the compliance risks presented by AI. After this session, attendees will be able to:Understand the critical role of data in complianceLeverage AI and data analytics to assess and enhance compliance programsCreate a road map for AI and data analytics strategiesIAPP Privacy credit for Privacy ProfessionalsCIP-CEU credit for Certified Information Professionals Rachel Gerstein, Mark RoweThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Justice Criminal Division Evaluation of Corporate Compliance Programs (Updated September 2024)Rebecca WalkerPresentation MaterialArtificial Intelligence and Data in E&C Programs PPTRachel Gerstein, Mark Rowe Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467953 467953 25 G3131 1:00:50 https://www.pli.edu/programs/compliance--ethics-essentials/467954?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkArtificial Intelligence and Data in E&C Programs [01:00:50]This session examines the integration of AI and data analysis in compliance programs, as well as the compliance risks presented by AI. After this session, attendees will be able to:Understand the critical role of data in complianceLeverage AI and data analytics to assess and enhance compliance programsCreate a road map for AI and data analytics strategiesIAPP Privacy credit for Privacy ProfessionalsCIP-CEU credit for Certified Information Professionals Rachel Gerstein, Mark RoweThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Justice Criminal Division Evaluation of Corporate Compliance Programs (Updated September 2024)Rebecca WalkerPresentation MaterialArtificial Intelligence and Data in E&C Programs PPTRachel Gerstein, Mark Rowe Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467954 467954 98 G3131 1:01:32 https://www.pli.edu/programs/compliance--ethics-essentials/467952?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkArtificial Intelligence and Data in E&C Programs [01:00:50]This session examines the integration of AI and data analysis in compliance programs, as well as the compliance risks presented by AI. After this session, attendees will be able to:Understand the critical role of data in complianceLeverage AI and data analytics to assess and enhance compliance programsCreate a road map for AI and data analytics strategiesIAPP Privacy credit for Privacy ProfessionalsCIP-CEU credit for Certified Information Professionals Rachel Gerstein, Mark RoweThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Justice Criminal Division Evaluation of Corporate Compliance Programs (Updated September 2024)Rebecca WalkerPresentation MaterialArtificial Intelligence and Data in E&C Programs PPTRachel Gerstein, Mark Rowe Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467952 467952 163 G3131 1:01:32 https://www.pli.edu/programs/compliance--ethics-essentials/467958?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkCompliance Risk and Program Assessment [00:01:00]This session provides practical tools for conducting compliance risk assessments and evaluating the design and effectiveness of compliance programs. Participants will explore how risk assessment and program assessment work together to inform priorities, resource allocation, and continuous improvement. After completing this session, participants will be able to:Apply effective methodologies for conducting compliance risk and program assessmentsCommunicate assessment results clearly to management and the boardIdentify and mitigate common pitfalls in assessing compliance risks and program effectivenessJennifer Kugler, Rachel GersteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kwamina Thomas Williford, Ch. 4: Risk Assessment and Gap Analysis, Corporate Compliance Answer Book, 2024 Edition (October 2023)Rebecca WalkerScott R. Lassar, Sidley Austin LLP, Internal Investigations (Substantive Outline) (April 28, 2025)Rebecca WalkerPresentation MaterialCompliance Risk and Program Assessment PPTRachel Gerstein, Jennifer Kugler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467958 467958 163 G3131 1:01:39 https://www.pli.edu/programs/compliance--ethics-essentials/467960?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkCompliance Risk and Program Assessment [00:01:00]This session provides practical tools for conducting compliance risk assessments and evaluating the design and effectiveness of compliance programs. Participants will explore how risk assessment and program assessment work together to inform priorities, resource allocation, and continuous improvement. After completing this session, participants will be able to:Apply effective methodologies for conducting compliance risk and program assessmentsCommunicate assessment results clearly to management and the boardIdentify and mitigate common pitfalls in assessing compliance risks and program effectivenessJennifer Kugler, Rachel GersteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kwamina Thomas Williford, Ch. 4: Risk Assessment and Gap Analysis, Corporate Compliance Answer Book, 2024 Edition (October 2023)Rebecca WalkerScott R. Lassar, Sidley Austin LLP, Internal Investigations (Substantive Outline) (April 28, 2025)Rebecca WalkerPresentation MaterialCompliance Risk and Program Assessment PPTRachel Gerstein, Jennifer Kugler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467960 467960 98 G3131 1:01:39 https://www.pli.edu/programs/compliance--ethics-essentials/467959?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 4 - 5, 2026 in New YorkCompliance Risk and Program Assessment [00:01:00]This session provides practical tools for conducting compliance risk assessments and evaluating the design and effectiveness of compliance programs. Participants will explore how risk assessment and program assessment work together to inform priorities, resource allocation, and continuous improvement. After completing this session, participants will be able to:Apply effective methodologies for conducting compliance risk and program assessmentsCommunicate assessment results clearly to management and the boardIdentify and mitigate common pitfalls in assessing compliance risks and program effectivenessJennifer Kugler, Rachel GersteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kwamina Thomas Williford, Ch. 4: Risk Assessment and Gap Analysis, Corporate Compliance Answer Book, 2024 Edition (October 2023)Rebecca WalkerScott R. Lassar, Sidley Austin LLP, Internal Investigations (Substantive Outline) (April 28, 2025)Rebecca WalkerPresentation MaterialCompliance Risk and Program Assessment PPTRachel Gerstein, Jennifer Kugler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467959 467959 25 G3131 1:00:57 https://www.pli.edu/programs/cybersecurity-and-ethics-for-the-civil-legal-services-and-public-interest-attorney/468361?tCode=WTC5_RSS01 Cybersecurity and data protection Public interest law and pro bono Artificial intelligence Taken from the Web Program Recorded June 4, 2026 in New YorkCybersecurity Practical Strategies for Civil Legal Services and Public Interest Attorneys [00:01:15]This presentation will discuss best practices and practical strategies concerning cybersecurity for attorneys and their clients. After completing this session, participants will be able to:Consider social media safety risksStrategize to safeguard against cyber-crimes, including finding and preserving evidence of cyber-crimesUnderstand best practices for counseling clients to secure their own dataAddress device security and safety practice tipsReview practical tips concerning the use of AI in legal practiceFariah Amin, Amanda M. Beltz, Victoria L. Goodlof, Surya Sayed-GangulyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Alexis Brooker, The Ethical Use of Generative AI in the Law (April 4, 2025)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York Rules of Professional ConductAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York State Bar Association Ethics OpinionsAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York City Bar Association Ethics Opinions (Updated March 2026)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect ABA and State Bar Associations Ethics Opinions (Updated March 2026)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofThe State Bar of California Standing Committee on Professional Responsibility and Conduct, Formal Opinion 2020-203: What Are a Lawyer’s Ethical Obligations with Respect to Unauthorized Access by Third Persons to Electronically Stored Confidential Client Information in the Lawyer’s Possession?Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofThe State Bar of California Standing Committee on Professional Responsibility and Conduct, Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of LawAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofJoint Order of the Departments of the New York State Supreme Court, Appellate Division, Amending Part 1500.2, 1500.4, 1500.11, 1500.12 and 1500.22 of Title 22 of the Official Compilation of the Codes, Rules, and Regulations of the State of New York (June 10, 2022)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association, Social Media Ethics Guidelines of the Commercial and Federal Litigation Section of the New York State Bar Association (Updated April 29, 2019)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association, Report and Recommendations of the New York State Bar Association Task Force on Artificial Intelligence (April 2024)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association Technology and the Legal Profession Committee, Cybersecurity Alert: Tips for Working Securely While Working Remotely (March 12, 2020)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Unified Court System, Interim Policy on the Use of Artificial Intelligence (Effective October 2025)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew Jersey Supreme Court Notice to the Bar, Legal Practice: Preliminary Guidelines on the Use of Artificial Intelligence by New Jersey Lawyers (January 24, 2024)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNY Civil Rights Law § 52-b. Private Right of Action for Unlawful Dissemination or Publication of an Intimate ImageAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofNY Family Court Act § 812. Procedures for Family Offense ProceedingsAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofNY Criminal Procedure Law § 530.11. Procedures for Family Offense MattersAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York City Code § 10-180. Unlawful Disclosure of an Intimate ImageAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofIn the Matter of Weber as Trustee of Michael S. Weber Trust, 220 N.Y.S.3d 620 (2024)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofPresentation Material2. Cybersecurity Practical Strategies for Civil Legal Services and Public Interest Attorneys (PowerPoint Slides)Fariah Amin, Amanda M. Beltz, Victoria L. Goodlof, Surya Sayed-Ganguly Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468361 468361 163 G5125 1:20:46 https://www.pli.edu/programs/cybersecurity-and-ethics-for-the-civil-legal-services-and-public-interest-attorney/468357?tCode=WTC5_RSS01 Cybersecurity and data protection Public interest law and pro bono Artificial intelligence Taken from the Web Program Recorded June 4, 2026 in New YorkCybersecurity Practical Strategies for Civil Legal Services and Public Interest Attorneys [00:01:15]This presentation will discuss best practices and practical strategies concerning cybersecurity for attorneys and their clients. After completing this session, participants will be able to:Consider social media safety risksStrategize to safeguard against cyber-crimes, including finding and preserving evidence of cyber-crimesUnderstand best practices for counseling clients to secure their own dataAddress device security and safety practice tipsReview practical tips concerning the use of AI in legal practiceFariah Amin, Amanda M. Beltz, Victoria L. Goodlof, Surya Sayed-GangulyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Alexis Brooker, The Ethical Use of Generative AI in the Law (April 4, 2025)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York Rules of Professional ConductAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York State Bar Association Ethics OpinionsAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York City Bar Association Ethics Opinions (Updated March 2026)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect ABA and State Bar Associations Ethics Opinions (Updated March 2026)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofThe State Bar of California Standing Committee on Professional Responsibility and Conduct, Formal Opinion 2020-203: What Are a Lawyer’s Ethical Obligations with Respect to Unauthorized Access by Third Persons to Electronically Stored Confidential Client Information in the Lawyer’s Possession?Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofThe State Bar of California Standing Committee on Professional Responsibility and Conduct, Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of LawAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofJoint Order of the Departments of the New York State Supreme Court, Appellate Division, Amending Part 1500.2, 1500.4, 1500.11, 1500.12 and 1500.22 of Title 22 of the Official Compilation of the Codes, Rules, and Regulations of the State of New York (June 10, 2022)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association, Social Media Ethics Guidelines of the Commercial and Federal Litigation Section of the New York State Bar Association (Updated April 29, 2019)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association, Report and Recommendations of the New York State Bar Association Task Force on Artificial Intelligence (April 2024)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association Technology and the Legal Profession Committee, Cybersecurity Alert: Tips for Working Securely While Working Remotely (March 12, 2020)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Unified Court System, Interim Policy on the Use of Artificial Intelligence (Effective October 2025)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew Jersey Supreme Court Notice to the Bar, Legal Practice: Preliminary Guidelines on the Use of Artificial Intelligence by New Jersey Lawyers (January 24, 2024)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNY Civil Rights Law § 52-b. Private Right of Action for Unlawful Dissemination or Publication of an Intimate ImageAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofNY Family Court Act § 812. Procedures for Family Offense ProceedingsAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofNY Criminal Procedure Law § 530.11. Procedures for Family Offense MattersAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York City Code § 10-180. Unlawful Disclosure of an Intimate ImageAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofIn the Matter of Weber as Trustee of Michael S. Weber Trust, 220 N.Y.S.3d 620 (2024)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofPresentation Material2. Cybersecurity Practical Strategies for Civil Legal Services and Public Interest Attorneys (PowerPoint Slides)Fariah Amin, Amanda M. Beltz, Victoria L. Goodlof, Surya Sayed-Ganguly Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468357 468357 25 G5125 1:20:04 https://www.pli.edu/programs/cybersecurity-and-ethics-for-the-civil-legal-services-and-public-interest-attorney/468360?tCode=WTC5_RSS01 Cybersecurity and data protection Public interest law and pro bono Artificial intelligence Taken from the Web Program Recorded June 4, 2026 in New YorkCybersecurity Practical Strategies for Civil Legal Services and Public Interest Attorneys [00:01:15]This presentation will discuss best practices and practical strategies concerning cybersecurity for attorneys and their clients. After completing this session, participants will be able to:Consider social media safety risksStrategize to safeguard against cyber-crimes, including finding and preserving evidence of cyber-crimesUnderstand best practices for counseling clients to secure their own dataAddress device security and safety practice tipsReview practical tips concerning the use of AI in legal practiceFariah Amin, Amanda M. Beltz, Victoria L. Goodlof, Surya Sayed-GangulyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Alexis Brooker, The Ethical Use of Generative AI in the Law (April 4, 2025)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York Rules of Professional ConductAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York State Bar Association Ethics OpinionsAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York City Bar Association Ethics Opinions (Updated March 2026)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect ABA and State Bar Associations Ethics Opinions (Updated March 2026)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofThe State Bar of California Standing Committee on Professional Responsibility and Conduct, Formal Opinion 2020-203: What Are a Lawyer’s Ethical Obligations with Respect to Unauthorized Access by Third Persons to Electronically Stored Confidential Client Information in the Lawyer’s Possession?Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofThe State Bar of California Standing Committee on Professional Responsibility and Conduct, Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of LawAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofJoint Order of the Departments of the New York State Supreme Court, Appellate Division, Amending Part 1500.2, 1500.4, 1500.11, 1500.12 and 1500.22 of Title 22 of the Official Compilation of the Codes, Rules, and Regulations of the State of New York (June 10, 2022)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association, Social Media Ethics Guidelines of the Commercial and Federal Litigation Section of the New York State Bar Association (Updated April 29, 2019)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association, Report and Recommendations of the New York State Bar Association Task Force on Artificial Intelligence (April 2024)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association Technology and the Legal Profession Committee, Cybersecurity Alert: Tips for Working Securely While Working Remotely (March 12, 2020)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Unified Court System, Interim Policy on the Use of Artificial Intelligence (Effective October 2025)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew Jersey Supreme Court Notice to the Bar, Legal Practice: Preliminary Guidelines on the Use of Artificial Intelligence by New Jersey Lawyers (January 24, 2024)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNY Civil Rights Law § 52-b. Private Right of Action for Unlawful Dissemination or Publication of an Intimate ImageAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofNY Family Court Act § 812. Procedures for Family Offense ProceedingsAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofNY Criminal Procedure Law § 530.11. Procedures for Family Offense MattersAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York City Code § 10-180. Unlawful Disclosure of an Intimate ImageAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofIn the Matter of Weber as Trustee of Michael S. Weber Trust, 220 N.Y.S.3d 620 (2024)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofPresentation Material2. Cybersecurity Practical Strategies for Civil Legal Services and Public Interest Attorneys (PowerPoint Slides)Fariah Amin, Amanda M. Beltz, Victoria L. Goodlof, Surya Sayed-Ganguly Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468360 468360 98 G5125 1:20:46 https://www.pli.edu/programs/cybersecurity-and-ethics-for-the-civil-legal-services-and-public-interest-attorney/468363?tCode=WTC5_RSS01 Cybersecurity and data protection Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Public interest law and pro bono Taken from the Web Program Recorded June 4, 2026 in New YorkCybersecurity Ethics for Civil Legal Services and Public Interest Attorneys [00:01:15]This presentation will discuss cybersecurity and technology-related ethical issues faced by legal services and public interest attorneys and best practices for handling these issues. After completing this session, participants will be able to:Identify key ethical obligations for attorneys including competence, supervision, and confidentialityStrategize to safeguard against threats and understand the ethical obligations involvedUnderstand the role of the attorney and ethical obligations when counseling clients to secure their own dataFocus on remote work, social media, and device safety practice tips and the intersection with ethics obligationsAssess new developments regarding AI and related attorney ethical dutiesFariah Amin, Amanda M. Beltz, Victoria L. Goodlof, Surya Sayed-GangulyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Alexis Brooker, The Ethical Use of Generative AI in the Law (April 4, 2025)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York Rules of Professional ConductAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York State Bar Association Ethics OpinionsAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York City Bar Association Ethics Opinions (Updated March 2026)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect ABA and State Bar Associations Ethics Opinions (Updated March 2026)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofThe State Bar of California Standing Committee on Professional Responsibility and Conduct, Formal Opinion 2020-203: What Are a Lawyer’s Ethical Obligations with Respect to Unauthorized Access by Third Persons to Electronically Stored Confidential Client Information in the Lawyer’s Possession?Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofThe State Bar of California Standing Committee on Professional Responsibility and Conduct, Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of LawAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofJoint Order of the Departments of the New York State Supreme Court, Appellate Division, Amending Part 1500.2, 1500.4, 1500.11, 1500.12 and 1500.22 of Title 22 of the Official Compilation of the Codes, Rules, and Regulations of the State of New York (June 10, 2022)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association, Social Media Ethics Guidelines of the Commercial and Federal Litigation Section of the New York State Bar Association (Updated April 29, 2019)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association, Report and Recommendations of the New York State Bar Association Task Force on Artificial Intelligence (April 2024)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association Technology and the Legal Profession Committee, Cybersecurity Alert: Tips for Working Securely While Working Remotely (March 12, 2020)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Unified Court System, Interim Policy on the Use of Artificial Intelligence (Effective October 2025)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew Jersey Supreme Court Notice to the Bar, Legal Practice: Preliminary Guidelines on the Use of Artificial Intelligence by New Jersey Lawyers (January 24, 2024)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofPresentation Material1. Cybersecurity Ethics for Civil Legal Services and Public Interest Attorneys (PowerPoint Slides)Fariah Amin, Amanda M. Beltz, Victoria L. Goodlof, Surya Sayed-Ganguly Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468363 468363 163 G5125 1:17:28 https://www.pli.edu/programs/cybersecurity-and-ethics-for-the-civil-legal-services-and-public-interest-attorney/468358?tCode=WTC5_RSS01 Cybersecurity and data protection Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Public interest law and pro bono Taken from the Web Program Recorded June 4, 2026 in New YorkCybersecurity Ethics for Civil Legal Services and Public Interest Attorneys [00:01:15]This presentation will discuss cybersecurity and technology-related ethical issues faced by legal services and public interest attorneys and best practices for handling these issues. After completing this session, participants will be able to:Identify key ethical obligations for attorneys including competence, supervision, and confidentialityStrategize to safeguard against threats and understand the ethical obligations involvedUnderstand the role of the attorney and ethical obligations when counseling clients to secure their own dataFocus on remote work, social media, and device safety practice tips and the intersection with ethics obligationsAssess new developments regarding AI and related attorney ethical dutiesFariah Amin, Amanda M. Beltz, Victoria L. Goodlof, Surya Sayed-GangulyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Alexis Brooker, The Ethical Use of Generative AI in the Law (April 4, 2025)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York Rules of Professional ConductAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York State Bar Association Ethics OpinionsAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York City Bar Association Ethics Opinions (Updated March 2026)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect ABA and State Bar Associations Ethics Opinions (Updated March 2026)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofThe State Bar of California Standing Committee on Professional Responsibility and Conduct, Formal Opinion 2020-203: What Are a Lawyer’s Ethical Obligations with Respect to Unauthorized Access by Third Persons to Electronically Stored Confidential Client Information in the Lawyer’s Possession?Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofThe State Bar of California Standing Committee on Professional Responsibility and Conduct, Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of LawAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofJoint Order of the Departments of the New York State Supreme Court, Appellate Division, Amending Part 1500.2, 1500.4, 1500.11, 1500.12 and 1500.22 of Title 22 of the Official Compilation of the Codes, Rules, and Regulations of the State of New York (June 10, 2022)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association, Social Media Ethics Guidelines of the Commercial and Federal Litigation Section of the New York State Bar Association (Updated April 29, 2019)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association, Report and Recommendations of the New York State Bar Association Task Force on Artificial Intelligence (April 2024)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association Technology and the Legal Profession Committee, Cybersecurity Alert: Tips for Working Securely While Working Remotely (March 12, 2020)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Unified Court System, Interim Policy on the Use of Artificial Intelligence (Effective October 2025)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew Jersey Supreme Court Notice to the Bar, Legal Practice: Preliminary Guidelines on the Use of Artificial Intelligence by New Jersey Lawyers (January 24, 2024)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofPresentation Material1. Cybersecurity Ethics for Civil Legal Services and Public Interest Attorneys (PowerPoint Slides)Fariah Amin, Amanda M. Beltz, Victoria L. Goodlof, Surya Sayed-Ganguly Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468358 468358 25 G5125 1:16:46 https://www.pli.edu/programs/cybersecurity-and-ethics-for-the-civil-legal-services-and-public-interest-attorney/468362?tCode=WTC5_RSS01 Cybersecurity and data protection Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Public interest law and pro bono Taken from the Web Program Recorded June 4, 2026 in New YorkCybersecurity Ethics for Civil Legal Services and Public Interest Attorneys [00:01:15]This presentation will discuss cybersecurity and technology-related ethical issues faced by legal services and public interest attorneys and best practices for handling these issues. After completing this session, participants will be able to:Identify key ethical obligations for attorneys including competence, supervision, and confidentialityStrategize to safeguard against threats and understand the ethical obligations involvedUnderstand the role of the attorney and ethical obligations when counseling clients to secure their own dataFocus on remote work, social media, and device safety practice tips and the intersection with ethics obligationsAssess new developments regarding AI and related attorney ethical dutiesFariah Amin, Amanda M. Beltz, Victoria L. Goodlof, Surya Sayed-GangulyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Alexis Brooker, The Ethical Use of Generative AI in the Law (April 4, 2025)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York Rules of Professional ConductAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York State Bar Association Ethics OpinionsAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect New York City Bar Association Ethics Opinions (Updated March 2026)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofSelect ABA and State Bar Associations Ethics Opinions (Updated March 2026)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofThe State Bar of California Standing Committee on Professional Responsibility and Conduct, Formal Opinion 2020-203: What Are a Lawyer’s Ethical Obligations with Respect to Unauthorized Access by Third Persons to Electronically Stored Confidential Client Information in the Lawyer’s Possession?Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofThe State Bar of California Standing Committee on Professional Responsibility and Conduct, Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of LawAmanda M. Beltz,Fariah Amin,Victoria L. GoodlofJoint Order of the Departments of the New York State Supreme Court, Appellate Division, Amending Part 1500.2, 1500.4, 1500.11, 1500.12 and 1500.22 of Title 22 of the Official Compilation of the Codes, Rules, and Regulations of the State of New York (June 10, 2022)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association, Social Media Ethics Guidelines of the Commercial and Federal Litigation Section of the New York State Bar Association (Updated April 29, 2019)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association, Report and Recommendations of the New York State Bar Association Task Force on Artificial Intelligence (April 2024)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Bar Association Technology and the Legal Profession Committee, Cybersecurity Alert: Tips for Working Securely While Working Remotely (March 12, 2020)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew York State Unified Court System, Interim Policy on the Use of Artificial Intelligence (Effective October 2025)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofNew Jersey Supreme Court Notice to the Bar, Legal Practice: Preliminary Guidelines on the Use of Artificial Intelligence by New Jersey Lawyers (January 24, 2024)Amanda M. Beltz,Fariah Amin,Victoria L. GoodlofPresentation Material1. Cybersecurity Ethics for Civil Legal Services and Public Interest Attorneys (PowerPoint Slides)Fariah Amin, Amanda M. Beltz, Victoria L. Goodlof, Surya Sayed-Ganguly Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468362 468362 98 G5125 1:17:28 https://www.pli.edu/programs/environmental-regulation/chb/441999?tCode=WTC5_RSS01 Energy Environmental law Environmental litigation Rapid shifts in environmental, energy, and climate policy are reshaping the legal and business landscape for regulated entities in 2026. This comprehensive program brings together leading practitioner, academic, economist, and consultant perspectives to examine how changes in federal and state authority, litigation trends, and global regulatory pressures are affecting compliance, transactions, permitting, and risk management.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441999 441999 28 G3133 0:00:00 https://www.pli.edu/programs/environmental-regulation/chb/442000?tCode=WTC5_RSS01 Energy Environmental law Environmental litigation Rapid shifts in environmental, energy, and climate policy are reshaping the legal and business landscape for regulated entities in 2026. This comprehensive program brings together leading practitioner, academic, economist, and consultant perspectives to examine how changes in federal and state authority, litigation trends, and global regulatory pressures are affecting compliance, transactions, permitting, and risk management.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442000 442000 257 G3133 0:00:00 https://www.pli.edu/catalog/publications/treatise/manning-on-estate-planning/305209?tCode=WTC5_RSS01 Estate planning Estate tax Gift tax Valuations (Estates and trusts) Income tax Manning on Estate Planning provides a comprehensive survey of the features, advantages, drawbacks, risks, and current and future viability of every available planning vehicle. The book:Provides a working knowledge of the pros, cons, and viability of QTIPs, QDOTs, QSSTs, ESBTs, straight income trusts, charitable lead trusts, grantor trusts, private annuities, credit shelter trusts, and many other strategiesEnables you to carefully consider all pertinent planning contexts and contingencies, including family issues (particularly those involving children and aging parents), before crafting tailor-made plans for each clientHelps you deal effectively with IRS special valuation rules, the GST tax, the federal income tax treatment of qualified employee benefit plans, and other especially complex issuesUpdates information regarding SECURE ACT 2.0 and planning for retirement benefits Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 305209 305209 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/manning-on-estate-planning/370572?tCode=WTC5_RSS01 Estate planning Estate tax Gift tax Valuations (Estates and trusts) Income tax Comprehensive survey of features, advantages, drawbacks, risks, and current and future viability of every available planning vehicle. Guidance on assessing a client’s planning objectives and selecting strategies; drafting airtight planning documents; avoiding problems specific to certain strategies. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 370572 370572 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/advertising-and-commercial-speech-a-first-amendment-guide/4906?tCode=WTC5_RSS01 Online and traditional advertising Constitutional law First Amendment Commercial speech Written by First Amendment experts, Advertising and Commercial Speech: A First Amendment Guide examines the origin, meaning, and legal evolution of the Supreme Court’s commercial speech doctrine, focusing on how this central doctrine’s rights and restrictions affect advertising in nearly fifty industries and professions — including advertising for alcohol, financial institutions, prescription drugs, real estate, schools, and tobacco, and for the services of accountants, doctors and dentists, lawyers, pharmacists, and more. Advertising and Commercial Speech discusses: How commercial speech is defined and when it can be regulated and even prohibited What the appropriate legal standard is for defamation lawsuits based on advertising How much legal “breathing room” advertisers have for false commercial speech What ”disparagement” is and how it can be proved in court When the media is prohibited from refusing advertisements When broadcasters and publishers can be sued for negligently false statements Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 4906 4906 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/advertising-and-commercial-speech-a-first-amendment-guide/397050?tCode=WTC5_RSS01 Online and traditional advertising Constitutional law First Amendment Commercial speech Insightful treatment of the development of the commercial speech doctrine in the Supreme Court, and the current impact of the doctrine on advertising—including coverage of issues in nearly fifty industries and professions, and media ranging from billboards to spam. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 397050 397050 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/public-company-deskbook-complying-with-federal-governance--disclosure-requirements/60411?tCode=WTC5_RSS01 Auditing Disclosures (Corporate governance) Public companies Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) A must-have resource for every practitioner facing public company governance and disclosure issues — Board structure and governance, shareholder issues, audit and compensation committees, reporting and compliance, investigations and whistleblowing. Includes numerous forms, checklists, and documents. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 60411 60411 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/cyber-insurance-claims-case-law-and-risk-management/319973?tCode=WTC5_RSS01 Cybersecurity insurance Insurance Comprehensive cyber insurance law treatise addressing evolving insurance coverage issues, cyber risks, case disputes, and policyholder rights. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 319973 319973 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/kane-on-trademark-law--a-practitioners-guide/293629?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark litigation Litigation A unique resource for any trademark lawyer, covering all aspects of trademark law and practice, from how to select a mark to ongoing Internet issues. The practical focus is enhanced by the latest cases, practice tips, checklists, and color illustrations of marks. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 293629 293629 59 0:00:00 https://www.pli.edu/programs/crypto-law/469127?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing Technology Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 3, 2026 in San FranciscoStablecoins After GENIUS: Issuer Licensing, Reserve Requirements & Yield Restrictions [01:06:04]The GENIUS Act created the first comprehensive federal framework for stablecoins. With applications opening and regulations being finalized, this panel will help viewers: Understand federal vs. state licensing pathways and the $10B threshold.Review reserve requirements, custody, and monthly disclosure obligations.Question the yield/rewards debate: What’s permitted and what’s prohibited.Understand international stablecoin issuers and cross-border considerations.Meagan Griffin, Nicole Orlov, Zach RosenbergThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Chris Daniel, et al., Paul Hastings, Stay Current, Crypto Policy Tracker, The GENIUS Act: A Comprehensive Guide to U.S. Stablecoin Regulation (July 2025)Meagan GriffinPresentation MaterialStablecoins After GENIUSMeagan E. Griffin, Nicole Orlov, Zach Rosenberg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469127 469127 98 G3786 1:06:04 https://www.pli.edu/programs/crypto-law/469126?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing Technology Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 3, 2026 in San FranciscoStablecoins After GENIUS: Issuer Licensing, Reserve Requirements & Yield Restrictions [01:06:04]The GENIUS Act created the first comprehensive federal framework for stablecoins. With applications opening and regulations being finalized, this panel will help viewers: Understand federal vs. state licensing pathways and the $10B threshold.Review reserve requirements, custody, and monthly disclosure obligations.Question the yield/rewards debate: What’s permitted and what’s prohibited.Understand international stablecoin issuers and cross-border considerations.Meagan Griffin, Nicole Orlov, Zach RosenbergThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Chris Daniel, et al., Paul Hastings, Stay Current, Crypto Policy Tracker, The GENIUS Act: A Comprehensive Guide to U.S. Stablecoin Regulation (July 2025)Meagan GriffinPresentation MaterialStablecoins After GENIUSMeagan E. Griffin, Nicole Orlov, Zach Rosenberg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469126 469126 163 G3786 1:06:04 https://www.pli.edu/programs/crypto-law/469128?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing Technology Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 3, 2026 in San FranciscoStablecoins After GENIUS: Issuer Licensing, Reserve Requirements & Yield Restrictions [01:06:04]The GENIUS Act created the first comprehensive federal framework for stablecoins. With applications opening and regulations being finalized, this panel will help viewers: Understand federal vs. state licensing pathways and the $10B threshold.Review reserve requirements, custody, and monthly disclosure obligations.Question the yield/rewards debate: What’s permitted and what’s prohibited.Understand international stablecoin issuers and cross-border considerations.Meagan Griffin, Nicole Orlov, Zach RosenbergThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Chris Daniel, et al., Paul Hastings, Stay Current, Crypto Policy Tracker, The GENIUS Act: A Comprehensive Guide to U.S. Stablecoin Regulation (July 2025)Meagan GriffinPresentation MaterialStablecoins After GENIUSMeagan E. Griffin, Nicole Orlov, Zach Rosenberg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469128 469128 25 G3786 1:05:22 https://www.pli.edu/programs/crypto-law/469133?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (Securities and other financial products) Cryptocurrencies Digital assets Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 3, 2026 in San FranciscoCrypto Market Structure: The CLARITY Act and SEC/CFTC Harmonization, and an Evolving Digital Asset Regulatory Framework [01:00:19]With market structure legislation progressing through Congress and the SEC and CFTC announcing unprecedented coordination, the regulatory framework for digital assets is finally taking shape. During this session, participants will:Understand the current status of digital asset market structure reform: review the progress of the CLARIY Act in Congress and how key provisions could move forward through alternative legislative vehicles or agency action if comprehensive legislation stalls. Analyze digital commodity vs. investment contract asset classification: explore how policymakers and regulators are approaching the classification of digital assets, including legislative proposals and how existing securities law and emerging regulatory guidance may shape the framework. Review SEC/CFTC harmonization, coordination and jurisdictional boundaries: examine the growing cooperation between the SEC and CFTC—including joint coordination, information sharing, and parallel rulemaking—and how agencies may clarify oversight even absent new legislation. Asses the path to market and jurisdictional transition: discuss proposals for how digital assets may transition from SEC oversight to CFTC jurisdiction as networks mature, including how similar concepts may emerge through agency guidance, litigation outcomes, or standalone legislation such as the Blockchain Regulatory Certainty Act (BRCA). Identify what market participants should watch next: highlight key developments that could define the regulatory framework over the next 12-24 months, including agency rulemaking, enforcement trends, and incremental legislative efforts. Zach Fallon, Miles Jennings, Mike KatzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:CLARITY Act of 2025, H.R. 3633, 119th Congress (2025)Sarah BrennanOn Decentralized Network Equity (Part I), Crypto Law Tactics & Observations (January 27, 2026)James WilliamsHow to Launch (or Activate) a Decentralized Network Equity Token Under Pending Crypto Legislation, Crypto Law Tactics & Observations (January 31, 2026)James WilliamsThe CLARITY Structuring Dilemma: Evaluating U.S.-Based DGS Wrappers for Decentralized Network Equity Issuance, Crypto Law Tactics & Observations (February 26, 2026)James WilliamsPresentation MaterialCrypto Market StructureZachary Fallon, Miles P. Jennings, Mike Katz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469133 469133 98 G3786 1:00:19 https://www.pli.edu/programs/crypto-law/469132?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (Securities and other financial products) Cryptocurrencies Digital assets Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 3, 2026 in San FranciscoCrypto Market Structure: The CLARITY Act and SEC/CFTC Harmonization, and an Evolving Digital Asset Regulatory Framework [01:00:19]With market structure legislation progressing through Congress and the SEC and CFTC announcing unprecedented coordination, the regulatory framework for digital assets is finally taking shape. During this session, participants will:Understand the current status of digital asset market structure reform: review the progress of the CLARIY Act in Congress and how key provisions could move forward through alternative legislative vehicles or agency action if comprehensive legislation stalls. Analyze digital commodity vs. investment contract asset classification: explore how policymakers and regulators are approaching the classification of digital assets, including legislative proposals and how existing securities law and emerging regulatory guidance may shape the framework. Review SEC/CFTC harmonization, coordination and jurisdictional boundaries: examine the growing cooperation between the SEC and CFTC—including joint coordination, information sharing, and parallel rulemaking—and how agencies may clarify oversight even absent new legislation. Asses the path to market and jurisdictional transition: discuss proposals for how digital assets may transition from SEC oversight to CFTC jurisdiction as networks mature, including how similar concepts may emerge through agency guidance, litigation outcomes, or standalone legislation such as the Blockchain Regulatory Certainty Act (BRCA). Identify what market participants should watch next: highlight key developments that could define the regulatory framework over the next 12-24 months, including agency rulemaking, enforcement trends, and incremental legislative efforts. Zach Fallon, Miles Jennings, Mike KatzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:CLARITY Act of 2025, H.R. 3633, 119th Congress (2025)Sarah BrennanOn Decentralized Network Equity (Part I), Crypto Law Tactics & Observations (January 27, 2026)James WilliamsHow to Launch (or Activate) a Decentralized Network Equity Token Under Pending Crypto Legislation, Crypto Law Tactics & Observations (January 31, 2026)James WilliamsThe CLARITY Structuring Dilemma: Evaluating U.S.-Based DGS Wrappers for Decentralized Network Equity Issuance, Crypto Law Tactics & Observations (February 26, 2026)James WilliamsPresentation MaterialCrypto Market StructureZachary Fallon, Miles P. Jennings, Mike Katz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469132 469132 163 G3786 1:00:19 https://www.pli.edu/programs/crypto-law/469134?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (Securities and other financial products) Cryptocurrencies Digital assets Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 3, 2026 in San FranciscoCrypto Market Structure: The CLARITY Act and SEC/CFTC Harmonization, and an Evolving Digital Asset Regulatory Framework [01:00:19]With market structure legislation progressing through Congress and the SEC and CFTC announcing unprecedented coordination, the regulatory framework for digital assets is finally taking shape. During this session, participants will:Understand the current status of digital asset market structure reform: review the progress of the CLARIY Act in Congress and how key provisions could move forward through alternative legislative vehicles or agency action if comprehensive legislation stalls. Analyze digital commodity vs. investment contract asset classification: explore how policymakers and regulators are approaching the classification of digital assets, including legislative proposals and how existing securities law and emerging regulatory guidance may shape the framework. Review SEC/CFTC harmonization, coordination and jurisdictional boundaries: examine the growing cooperation between the SEC and CFTC—including joint coordination, information sharing, and parallel rulemaking—and how agencies may clarify oversight even absent new legislation. Asses the path to market and jurisdictional transition: discuss proposals for how digital assets may transition from SEC oversight to CFTC jurisdiction as networks mature, including how similar concepts may emerge through agency guidance, litigation outcomes, or standalone legislation such as the Blockchain Regulatory Certainty Act (BRCA). Identify what market participants should watch next: highlight key developments that could define the regulatory framework over the next 12-24 months, including agency rulemaking, enforcement trends, and incremental legislative efforts. Zach Fallon, Miles Jennings, Mike KatzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:CLARITY Act of 2025, H.R. 3633, 119th Congress (2025)Sarah BrennanOn Decentralized Network Equity (Part I), Crypto Law Tactics & Observations (January 27, 2026)James WilliamsHow to Launch (or Activate) a Decentralized Network Equity Token Under Pending Crypto Legislation, Crypto Law Tactics & Observations (January 31, 2026)James WilliamsThe CLARITY Structuring Dilemma: Evaluating U.S.-Based DGS Wrappers for Decentralized Network Equity Issuance, Crypto Law Tactics & Observations (February 26, 2026)James WilliamsPresentation MaterialCrypto Market StructureZachary Fallon, Miles P. Jennings, Mike Katz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469134 469134 25 G3786 0:59:37 https://www.pli.edu/programs/crypto-law/469123?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (Securities and other financial products) Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 3, 2026 in San FranciscoDeFi and Decentralization in the Regulatory Crosshairs: Safe Harbors, Protocol Registration & AML Compliance [01:01:32]Decentralized finance remains one of the most contentious areas of crypto regulation. As the SEC and CFTC consider innovation exemptions and Congress debates DeFi provisions, this session will help participants:Understand the proposed SEC/CFTC DeFi innovation safe harbor: Scope and limitations.Review trading protocol registration requirements under proposed legislation.Understand AML/BSA compliance for DeFi: Treasury guidance and FinCEN requirements.Review front-end operator obligations and distributed ledger application layers.CAMs credit for Certified Anti-Money Laundering Specialists Rebecca Rettig, Gabriel ShapiroThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Rebecca Rettig, Michael Mosier and Katja Gilman, Genuine DeFi as Critical Infrastructure: A Conceptual Framework for Combating Illicit Finance Activity in Decentralized Finance (Updated February 2, 2024)Rebecca RettigPresentation MaterialDeFi and Decentralization in the Regulatory CrosshairsRebecca Rettig, Gabriel Shapiro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469123 469123 163 G3786 1:01:32 https://www.pli.edu/programs/crypto-law/469125?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (Securities and other financial products) Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 3, 2026 in San FranciscoDeFi and Decentralization in the Regulatory Crosshairs: Safe Harbors, Protocol Registration & AML Compliance [01:01:32]Decentralized finance remains one of the most contentious areas of crypto regulation. As the SEC and CFTC consider innovation exemptions and Congress debates DeFi provisions, this session will help participants:Understand the proposed SEC/CFTC DeFi innovation safe harbor: Scope and limitations.Review trading protocol registration requirements under proposed legislation.Understand AML/BSA compliance for DeFi: Treasury guidance and FinCEN requirements.Review front-end operator obligations and distributed ledger application layers.CAMs credit for Certified Anti-Money Laundering Specialists Rebecca Rettig, Gabriel ShapiroThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Rebecca Rettig, Michael Mosier and Katja Gilman, Genuine DeFi as Critical Infrastructure: A Conceptual Framework for Combating Illicit Finance Activity in Decentralized Finance (Updated February 2, 2024)Rebecca RettigPresentation MaterialDeFi and Decentralization in the Regulatory CrosshairsRebecca Rettig, Gabriel Shapiro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469125 469125 25 G3786 1:00:50 https://www.pli.edu/programs/crypto-law/469124?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (Securities and other financial products) Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 3, 2026 in San FranciscoDeFi and Decentralization in the Regulatory Crosshairs: Safe Harbors, Protocol Registration & AML Compliance [01:01:32]Decentralized finance remains one of the most contentious areas of crypto regulation. As the SEC and CFTC consider innovation exemptions and Congress debates DeFi provisions, this session will help participants:Understand the proposed SEC/CFTC DeFi innovation safe harbor: Scope and limitations.Review trading protocol registration requirements under proposed legislation.Understand AML/BSA compliance for DeFi: Treasury guidance and FinCEN requirements.Review front-end operator obligations and distributed ledger application layers.CAMs credit for Certified Anti-Money Laundering Specialists Rebecca Rettig, Gabriel ShapiroThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Rebecca Rettig, Michael Mosier and Katja Gilman, Genuine DeFi as Critical Infrastructure: A Conceptual Framework for Combating Illicit Finance Activity in Decentralized Finance (Updated February 2, 2024)Rebecca RettigPresentation MaterialDeFi and Decentralization in the Regulatory CrosshairsRebecca Rettig, Gabriel Shapiro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469124 469124 98 G3786 1:01:32 https://www.pli.edu/programs/crypto-law/469119?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Tax Regulation, compliance, and enforcement (Tax) Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 3, 2026 in San FranciscoCrypto Tax Developments: Broker Reporting, Staking Rewards & CARF Implementation [01:03:05]The tax landscape for digital assets continues to evolve rapidly. Our panel of leading tax practitioners will help viewers:Understand crypto broker reporting rules: Implementation timeline and compliance strategies.Review taxation of staking rewards following IRS/Treasure guidance on ETPs.Analyze Crypto-Asset Reporting Framework (CARF): Cross-border implications.Understand state tax considerations and nexus issues for crypto business.Jason Schwartz, Jon Van LooThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Taxation of Decentralized Finance, Tax Notes Federal, Special Report, Vol. 174 (February 7, 2022)Jason SchwartzJonathan Van Loo and Carol Wang,Token Compensation: Taxation of Contracts for Future Tokens, Tax Notes Federal, Vol. 186, No. 10 (March 10, 2025)Jon Van LooPresentation MaterialCrypto Tax DevelopmentsJason Schwartz, Jonathan Van Loo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469119 469119 25 G3786 1:03:05 https://www.pli.edu/programs/crypto-law/469117?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Tax Regulation, compliance, and enforcement (Tax) Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 3, 2026 in San FranciscoCrypto Tax Developments: Broker Reporting, Staking Rewards & CARF Implementation [01:03:05]The tax landscape for digital assets continues to evolve rapidly. Our panel of leading tax practitioners will help viewers:Understand crypto broker reporting rules: Implementation timeline and compliance strategies.Review taxation of staking rewards following IRS/Treasure guidance on ETPs.Analyze Crypto-Asset Reporting Framework (CARF): Cross-border implications.Understand state tax considerations and nexus issues for crypto business.Jason Schwartz, Jon Van LooThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Taxation of Decentralized Finance, Tax Notes Federal, Special Report, Vol. 174 (February 7, 2022)Jason SchwartzJonathan Van Loo and Carol Wang,Token Compensation: Taxation of Contracts for Future Tokens, Tax Notes Federal, Vol. 186, No. 10 (March 10, 2025)Jon Van LooPresentation MaterialCrypto Tax DevelopmentsJason Schwartz, Jonathan Van Loo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469117 469117 163 G3786 1:03:47 https://www.pli.edu/programs/crypto-law/469118?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Tax Regulation, compliance, and enforcement (Tax) Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 3, 2026 in San FranciscoCrypto Tax Developments: Broker Reporting, Staking Rewards & CARF Implementation [01:03:05]The tax landscape for digital assets continues to evolve rapidly. Our panel of leading tax practitioners will help viewers:Understand crypto broker reporting rules: Implementation timeline and compliance strategies.Review taxation of staking rewards following IRS/Treasure guidance on ETPs.Analyze Crypto-Asset Reporting Framework (CARF): Cross-border implications.Understand state tax considerations and nexus issues for crypto business.Jason Schwartz, Jon Van LooThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Taxation of Decentralized Finance, Tax Notes Federal, Special Report, Vol. 174 (February 7, 2022)Jason SchwartzJonathan Van Loo and Carol Wang,Token Compensation: Taxation of Contracts for Future Tokens, Tax Notes Federal, Vol. 186, No. 10 (March 10, 2025)Jon Van LooPresentation MaterialCrypto Tax DevelopmentsJason Schwartz, Jonathan Van Loo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469118 469118 98 G3786 1:03:47 https://www.pli.edu/programs/crypto-law/469122?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (Securities and other financial products) Registration statements (Securities filings and financial statements) Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 3, 2026 in San FranciscoTokenization of Real-World Assets: Securities Law, Custody & Market Structure [00:59:45]The RWA tokenization market has reached $33 billion, with major financial institutions launching tokenized funds. This panel will explore the legal architecture for tokenization and help participants:Review SEC treatment of tokenized securities: Registration, exemptions, and no-action relief.Analyze custody frameworks for tokenized assets under OCC and banking guidance.Understand trading tokenized securities: ATS registration and exchange listing considerations.Consider international approaches: MiCA, UK sandbox, and cross-border structuring.B. Salman Banaei, Eli CohenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Division of Corporation Finance, Division of Investment Management, Division of Trading and Markets, Statement on Tokenized Securities (January 30, 2026)Salman Banaei,Mark JanoffLewis Cohen, Linda Jeng and Rebecca Simmons, United States, Control and Ownership of Digital Assets (Linda Jeng et al. eds., 2026)Salman Banaei,Mark JanoffPresentation MaterialTokenization of Real-World AssetsSalman Banaei, Eli Cohen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469122 469122 25 G3786 0:59:45 https://www.pli.edu/programs/crypto-law/469121?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (Securities and other financial products) Registration statements (Securities filings and financial statements) Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 3, 2026 in San FranciscoTokenization of Real-World Assets: Securities Law, Custody & Market Structure [00:59:45]The RWA tokenization market has reached $33 billion, with major financial institutions launching tokenized funds. This panel will explore the legal architecture for tokenization and help participants:Review SEC treatment of tokenized securities: Registration, exemptions, and no-action relief.Analyze custody frameworks for tokenized assets under OCC and banking guidance.Understand trading tokenized securities: ATS registration and exchange listing considerations.Consider international approaches: MiCA, UK sandbox, and cross-border structuring.B. Salman Banaei, Eli CohenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Division of Corporation Finance, Division of Investment Management, Division of Trading and Markets, Statement on Tokenized Securities (January 30, 2026)Salman Banaei,Mark JanoffLewis Cohen, Linda Jeng and Rebecca Simmons, United States, Control and Ownership of Digital Assets (Linda Jeng et al. eds., 2026)Salman Banaei,Mark JanoffPresentation MaterialTokenization of Real-World AssetsSalman Banaei, Eli Cohen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469121 469121 98 G3786 1:00:27 https://www.pli.edu/programs/crypto-law/469120?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (Securities and other financial products) Registration statements (Securities filings and financial statements) Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 3, 2026 in San FranciscoTokenization of Real-World Assets: Securities Law, Custody & Market Structure [00:59:45]The RWA tokenization market has reached $33 billion, with major financial institutions launching tokenized funds. This panel will explore the legal architecture for tokenization and help participants:Review SEC treatment of tokenized securities: Registration, exemptions, and no-action relief.Analyze custody frameworks for tokenized assets under OCC and banking guidance.Understand trading tokenized securities: ATS registration and exchange listing considerations.Consider international approaches: MiCA, UK sandbox, and cross-border structuring.B. Salman Banaei, Eli CohenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Division of Corporation Finance, Division of Investment Management, Division of Trading and Markets, Statement on Tokenized Securities (January 30, 2026)Salman Banaei,Mark JanoffLewis Cohen, Linda Jeng and Rebecca Simmons, United States, Control and Ownership of Digital Assets (Linda Jeng et al. eds., 2026)Salman Banaei,Mark JanoffPresentation MaterialTokenization of Real-World AssetsSalman Banaei, Eli Cohen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469120 469120 163 G3786 1:00:27 https://www.pli.edu/programs/crypto-law/469131?tCode=WTC5_RSS01 Technology litigation Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 3, 2026 in San FranciscoCrypto Litigation Update: Post-Enforcement Era and Emerging Risks [01:00:13]With the SEC dismissing dozens of enforcement actions and shifting to rulemaking, the litigation landscape has fundamentally changed. But private litigation and new theories of liability continue to evolve. In this session, leading litigators will help participants:Learn lessons from dismissed SEC cases: What survives and what’s gone for good.Understand securities class actions: Evolving pleading standards and token-drop litigation.Analyze DAO liability: Partnership theories, governance token holder exposure, and Ooki DAO fallout.Review developer and protocol liability after Tornado Cash and Roman Storm.Noah I. Axler, Michael Fluhr, Stephen PalleyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Regulating Advanced Governance Systems: Decentralization, Autonomous Agentic AI, and the New Frontier of Securities Law, Crypto Law Tactics & Observations (February 10, 2026)James WilliamsOpinion and Order, SEC v. Coinbase, Inc., No. 23 Civ. 4738 (KPF) (S.D.N.Y. 2025)Michael FluhrOrder Granting in Part and Denying in Part Motion for Judgment on the Pleadings, SEC v. Payward, Inc., et al., No. 23-cv-06003-WHO (N.D. Cal. 2025)Michael FluhrOpinion and Order, Donovan v. GMO-Z.com Trust Co., No. 23 Civ. 8431 (AT) (S.D.N.Y. 2025)Michael FluhrReport and Recommendation of the U.S. Magistrate Judge, Holland v. CryptoZoo Inc., No. 1:23-CV-00110-ADA-RCG, 2025 WL 2492970 (W.D. Tex. Aug. 14, 2025)Michael FluhrOrder Granting Defendants’ Motion to Dismiss Second Amended Complaint, Real v. Yuga Labs, Inc., No. CV 22-8909 FMO (BFMx) (C.D. Cal. 2025)Michael FluhrOrder, Ford v. Koutoulas, No. 6:22-cv-652-PGB-DCI, 2025 WL 4086346 (M.D. Fla. Dec. 2, 2025)Michael FluhrOrder Granting Defendants’ Motion to Dismiss with Leave to Amend in Part, Moen v. SocialChain Inc., No. 25-cv-09145-NC, 2026 WL 119693 (N.D. Cal. Jan. 15, 2026)Michael FluhrCoinbase, Inc. v. SEC, No. 23-3202, 2025 WL 78330 (3d Cir. Jan. 13, 2025)Michael FluhrPresentation MaterialCrypto Litigation UpdateNoah I Axler, Michael Fluhr, Stephen Palley Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469131 469131 25 G3786 1:00:13 https://www.pli.edu/programs/crypto-law/469130?tCode=WTC5_RSS01 Technology litigation Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 3, 2026 in San FranciscoCrypto Litigation Update: Post-Enforcement Era and Emerging Risks [01:00:13]With the SEC dismissing dozens of enforcement actions and shifting to rulemaking, the litigation landscape has fundamentally changed. But private litigation and new theories of liability continue to evolve. In this session, leading litigators will help participants:Learn lessons from dismissed SEC cases: What survives and what’s gone for good.Understand securities class actions: Evolving pleading standards and token-drop litigation.Analyze DAO liability: Partnership theories, governance token holder exposure, and Ooki DAO fallout.Review developer and protocol liability after Tornado Cash and Roman Storm.Noah I. Axler, Michael Fluhr, Stephen PalleyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Regulating Advanced Governance Systems: Decentralization, Autonomous Agentic AI, and the New Frontier of Securities Law, Crypto Law Tactics & Observations (February 10, 2026)James WilliamsOpinion and Order, SEC v. Coinbase, Inc., No. 23 Civ. 4738 (KPF) (S.D.N.Y. 2025)Michael FluhrOrder Granting in Part and Denying in Part Motion for Judgment on the Pleadings, SEC v. Payward, Inc., et al., No. 23-cv-06003-WHO (N.D. Cal. 2025)Michael FluhrOpinion and Order, Donovan v. GMO-Z.com Trust Co., No. 23 Civ. 8431 (AT) (S.D.N.Y. 2025)Michael FluhrReport and Recommendation of the U.S. Magistrate Judge, Holland v. CryptoZoo Inc., No. 1:23-CV-00110-ADA-RCG, 2025 WL 2492970 (W.D. Tex. Aug. 14, 2025)Michael FluhrOrder Granting Defendants’ Motion to Dismiss Second Amended Complaint, Real v. Yuga Labs, Inc., No. CV 22-8909 FMO (BFMx) (C.D. Cal. 2025)Michael FluhrOrder, Ford v. Koutoulas, No. 6:22-cv-652-PGB-DCI, 2025 WL 4086346 (M.D. Fla. Dec. 2, 2025)Michael FluhrOrder Granting Defendants’ Motion to Dismiss with Leave to Amend in Part, Moen v. SocialChain Inc., No. 25-cv-09145-NC, 2026 WL 119693 (N.D. Cal. Jan. 15, 2026)Michael FluhrCoinbase, Inc. v. SEC, No. 23-3202, 2025 WL 78330 (3d Cir. Jan. 13, 2025)Michael FluhrPresentation MaterialCrypto Litigation UpdateNoah I Axler, Michael Fluhr, Stephen Palley Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469130 469130 98 G3786 1:00:55 https://www.pli.edu/programs/crypto-law/469129?tCode=WTC5_RSS01 Technology litigation Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 3, 2026 in San FranciscoCrypto Litigation Update: Post-Enforcement Era and Emerging Risks [01:00:13]With the SEC dismissing dozens of enforcement actions and shifting to rulemaking, the litigation landscape has fundamentally changed. But private litigation and new theories of liability continue to evolve. In this session, leading litigators will help participants:Learn lessons from dismissed SEC cases: What survives and what’s gone for good.Understand securities class actions: Evolving pleading standards and token-drop litigation.Analyze DAO liability: Partnership theories, governance token holder exposure, and Ooki DAO fallout.Review developer and protocol liability after Tornado Cash and Roman Storm.Noah I. Axler, Michael Fluhr, Stephen PalleyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Regulating Advanced Governance Systems: Decentralization, Autonomous Agentic AI, and the New Frontier of Securities Law, Crypto Law Tactics & Observations (February 10, 2026)James WilliamsOpinion and Order, SEC v. Coinbase, Inc., No. 23 Civ. 4738 (KPF) (S.D.N.Y. 2025)Michael FluhrOrder Granting in Part and Denying in Part Motion for Judgment on the Pleadings, SEC v. Payward, Inc., et al., No. 23-cv-06003-WHO (N.D. Cal. 2025)Michael FluhrOpinion and Order, Donovan v. GMO-Z.com Trust Co., No. 23 Civ. 8431 (AT) (S.D.N.Y. 2025)Michael FluhrReport and Recommendation of the U.S. Magistrate Judge, Holland v. CryptoZoo Inc., No. 1:23-CV-00110-ADA-RCG, 2025 WL 2492970 (W.D. Tex. Aug. 14, 2025)Michael FluhrOrder Granting Defendants’ Motion to Dismiss Second Amended Complaint, Real v. Yuga Labs, Inc., No. CV 22-8909 FMO (BFMx) (C.D. Cal. 2025)Michael FluhrOrder, Ford v. Koutoulas, No. 6:22-cv-652-PGB-DCI, 2025 WL 4086346 (M.D. Fla. Dec. 2, 2025)Michael FluhrOrder Granting Defendants’ Motion to Dismiss with Leave to Amend in Part, Moen v. SocialChain Inc., No. 25-cv-09145-NC, 2026 WL 119693 (N.D. Cal. Jan. 15, 2026)Michael FluhrCoinbase, Inc. v. SEC, No. 23-3202, 2025 WL 78330 (3d Cir. Jan. 13, 2025)Michael FluhrPresentation MaterialCrypto Litigation UpdateNoah I Axler, Michael Fluhr, Stephen Palley Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469129 469129 163 G3786 1:00:55 https://www.pli.edu/programs/internal-investigations/468241?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 3, 2026 in ChicagoConcluding the Internal Investigation [01:17:00]Learn best practices for:reaching findingsapproaching employment and employment decisionsselecting corrective actions/appropriate remediationmemorializing conclusionsdetermining whether to prepare a written reportdeciding what to include in report: details, facts v. legal conclusionsdetermining who gets to see the report: handling third-party requestsdeciding whether and how-to self-reportModerator: Lisa M. Noller Speakers: Brad Busscher, Caitlyn M. Campbell, J. Gregory Deis Presentation MaterialCHB Chapter 4 - Concluding the Internal InvestigationCHB Chapter 5 - Dealing with Parallel Investigations and Litigations, Securities Investigations: Internal, Civil and Criminal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468241 468241 163 G3165 1:17:00 https://www.pli.edu/programs/internal-investigations/468239?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 3, 2026 in ChicagoConcluding the Internal Investigation [01:17:00]Learn best practices for:reaching findingsapproaching employment and employment decisionsselecting corrective actions/appropriate remediationmemorializing conclusionsdetermining whether to prepare a written reportdeciding what to include in report: details, facts v. legal conclusionsdetermining who gets to see the report: handling third-party requestsdeciding whether and how-to self-reportModerator: Lisa M. Noller Speakers: Brad Busscher, Caitlyn M. Campbell, J. Gregory Deis Presentation MaterialCHB Chapter 4 - Concluding the Internal InvestigationCHB Chapter 5 - Dealing with Parallel Investigations and Litigations, Securities Investigations: Internal, Civil and Criminal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468239 468239 98 G3165 1:17:00 https://www.pli.edu/programs/internal-investigations/468240?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 3, 2026 in ChicagoConcluding the Internal Investigation [01:17:00]Learn best practices for:reaching findingsapproaching employment and employment decisionsselecting corrective actions/appropriate remediationmemorializing conclusionsdetermining whether to prepare a written reportdeciding what to include in report: details, facts v. legal conclusionsdetermining who gets to see the report: handling third-party requestsdeciding whether and how-to self-reportModerator: Lisa M. Noller Speakers: Brad Busscher, Caitlyn M. Campbell, J. Gregory Deis Presentation MaterialCHB Chapter 4 - Concluding the Internal InvestigationCHB Chapter 5 - Dealing with Parallel Investigations and Litigations, Securities Investigations: Internal, Civil and Criminal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468240 468240 25 G3165 1:16:19 https://www.pli.edu/programs/internal-investigations/468243?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 3, 2026 in ChicagoConducting the Internal Investigation [01:33:09]A. Considerations, Processes and ProceduresLearn best practices for:gathering documentsinterviewing employees – current and formeraddressing employee issues and obligations: advice, rights and liability in light of recent casesdealing with the auditorsB. Privilege Issues and Ethical Traps in Conducting the Investigation (1 hour ethics)Learn how to:protect the investigation: attorney-client privilege and work product issuesidentify representational issuesproperly administer warnings to witnessesrespond to questions from intervieweesavoid obstruction issues navigate ethical dilemmas that ariseModerator: Steven M. Malina Speakers: Leslie Garthwaite, Mark McGrath, Margaret Gembala Nelson, Terra L. Reynolds Presentation MaterialCHB Chapter 2 - The Attorney-Client Privilege, Work-Product Protection, and Self-Critical Privilege in Internal InvestigationsCHB Chapter 3 - Conducting Internal Investigations, Securities Investigations: Internal, Civil and Criminal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468243 468243 25 G3165 1:33:10 https://www.pli.edu/programs/internal-investigations/468242?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 3, 2026 in ChicagoConducting the Internal Investigation [01:33:09]A. Considerations, Processes and ProceduresLearn best practices for:gathering documentsinterviewing employees – current and formeraddressing employee issues and obligations: advice, rights and liability in light of recent casesdealing with the auditorsB. Privilege Issues and Ethical Traps in Conducting the Investigation (1 hour ethics)Learn how to:protect the investigation: attorney-client privilege and work product issuesidentify representational issuesproperly administer warnings to witnessesrespond to questions from intervieweesavoid obstruction issues navigate ethical dilemmas that ariseModerator: Steven M. Malina Speakers: Leslie Garthwaite, Mark McGrath, Margaret Gembala Nelson, Terra L. Reynolds Presentation MaterialCHB Chapter 2 - The Attorney-Client Privilege, Work-Product Protection, and Self-Critical Privilege in Internal InvestigationsCHB Chapter 3 - Conducting Internal Investigations, Securities Investigations: Internal, Civil and Criminal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468242 468242 98 G3165 1:33:51 https://www.pli.edu/programs/internal-investigations/468244?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 3, 2026 in ChicagoConducting the Internal Investigation [01:33:09]A. Considerations, Processes and ProceduresLearn best practices for:gathering documentsinterviewing employees – current and formeraddressing employee issues and obligations: advice, rights and liability in light of recent casesdealing with the auditorsB. Privilege Issues and Ethical Traps in Conducting the Investigation (1 hour ethics)Learn how to:protect the investigation: attorney-client privilege and work product issuesidentify representational issuesproperly administer warnings to witnessesrespond to questions from intervieweesavoid obstruction issues navigate ethical dilemmas that ariseModerator: Steven M. Malina Speakers: Leslie Garthwaite, Mark McGrath, Margaret Gembala Nelson, Terra L. Reynolds Presentation MaterialCHB Chapter 2 - The Attorney-Client Privilege, Work-Product Protection, and Self-Critical Privilege in Internal InvestigationsCHB Chapter 3 - Conducting Internal Investigations, Securities Investigations: Internal, Civil and Criminal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468244 468244 163 G3165 1:33:51 https://www.pli.edu/programs/internal-investigations/468247?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 3, 2026 in ChicagoCommencing the Internal Investigation: Considerations at the Outset [01:34:49]Learn how to:deal with whistleblower allegationsidentify potential labor and employment issues during an investigationcraft an appropriate document preservation noticemanage the costs of an investigationdetermine:when an investigation is warrantedwho should oversee, and who should conduct, the investigation (in-house vs. outside counsel)the appropriate scope of the investigationModerator: Daniel J.Collins Speakers: Megan Cunniff Church, John C. Kocoras, Alexandra L. Newman, Junaid A. Zubairi Presentation MaterialCHB Chapter 1 - PLI Internal Investigations 2026 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468247 468247 163 G3165 1:34:49 https://www.pli.edu/programs/internal-investigations/468245?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 3, 2026 in ChicagoCommencing the Internal Investigation: Considerations at the Outset [01:34:49]Learn how to:deal with whistleblower allegationsidentify potential labor and employment issues during an investigationcraft an appropriate document preservation noticemanage the costs of an investigationdetermine:when an investigation is warrantedwho should oversee, and who should conduct, the investigation (in-house vs. outside counsel)the appropriate scope of the investigationModerator: Daniel J.Collins Speakers: Megan Cunniff Church, John C. Kocoras, Alexandra L. Newman, Junaid A. Zubairi Presentation MaterialCHB Chapter 1 - PLI Internal Investigations 2026 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468245 468245 98 G3165 1:34:49 https://www.pli.edu/programs/internal-investigations/468246?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 3, 2026 in ChicagoCommencing the Internal Investigation: Considerations at the Outset [01:34:49]Learn how to:deal with whistleblower allegationsidentify potential labor and employment issues during an investigationcraft an appropriate document preservation noticemanage the costs of an investigationdetermine:when an investigation is warrantedwho should oversee, and who should conduct, the investigation (in-house vs. outside counsel)the appropriate scope of the investigationModerator: Daniel J.Collins Speakers: Megan Cunniff Church, John C. Kocoras, Alexandra L. Newman, Junaid A. Zubairi Presentation MaterialCHB Chapter 1 - PLI Internal Investigations 2026 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468246 468246 25 G3165 1:34:08 https://www.pli.edu/programs/white-collar-crime/442743?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) White collar crime Criminal litigation Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442743 442743 3 G3011 2026-12-08T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/white-collar-crime/442744?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) White collar crime Criminal litigation Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442744 442744 13 G3011 2026-12-08T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/basics-of-international-taxation/chb/441287?tCode=WTC5_RSS01 Corporate tax International tax Tax Tax planning and strategy In a global business environment, transactions with customers and suppliers often transcend national borders, and investment and activities are frequently cross-border as well. An understanding of the U.S. international tax rules, especially in the current environment, is of paramount importance to a wide variety of tax and corporate professionals.This year’s program will be led by international tax experts and focuses on specific types of outbound and inbound investment and activities, and their U.S. tax consequences. Each panel will focus upon the issues raised by inbound and outbound investments and describe how the U.S. tax rules address these issues. Special attention will be given to the ways the U.S. tax rules impact financings, mergers, acquisitions, and other commercial activities.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441287 441287 28 G3155 0:00:00 https://www.pli.edu/programs/basics-of-international-taxation/chb/441288?tCode=WTC5_RSS01 Corporate tax International tax Tax Tax planning and strategy In a global business environment, transactions with customers and suppliers often transcend national borders, and investment and activities are frequently cross-border as well. An understanding of the U.S. international tax rules, especially in the current environment, is of paramount importance to a wide variety of tax and corporate professionals.This year’s program will be led by international tax experts and focuses on specific types of outbound and inbound investment and activities, and their U.S. tax consequences. Each panel will focus upon the issues raised by inbound and outbound investments and describe how the U.S. tax rules address these issues. Special attention will be given to the ways the U.S. tax rules impact financings, mergers, acquisitions, and other commercial activities.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441288 441288 257 G3155 0:00:00 https://www.pli.edu/programs/internal-investigations/chb/441781?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Join our expert faculty to review the fundamentals of conducting an effective and efficient investigation using a real-world hypothetical with animated video to bring the story to life. Leave the program with a better understanding of how to handle investigations successfully for your clients or company. From commencement to conclusion, lawyers face numerous issues when conducting an internal investigation. Allegations by a whistleblower, ethical dilemmas, and managing the costs of an investigation are just some of the challenges that may arise. Companies and their counsel must anticipate potential risks and quickly resolve all issues before, during, and after the investigation. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441781 441781 28 G3165 0:00:00 https://www.pli.edu/programs/internal-investigations/chb/441782?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Join our expert faculty to review the fundamentals of conducting an effective and efficient investigation using a real-world hypothetical with animated video to bring the story to life. Leave the program with a better understanding of how to handle investigations successfully for your clients or company. From commencement to conclusion, lawyers face numerous issues when conducting an internal investigation. Allegations by a whistleblower, ethical dilemmas, and managing the costs of an investigation are just some of the challenges that may arise. Companies and their counsel must anticipate potential risks and quickly resolve all issues before, during, and after the investigation. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441782 441782 257 G3165 0:00:00 https://www.pli.edu/programs/government-investigations/chb/442364?tCode=WTC5_RSS01 Data breach Government investigations (Data breach) Data preservation and storage This timely program brings together leading in-house counsel, law firm practitioners, former regulators, and forensic and data experts to examine how enforcement and regulatory inquiries are unfolding globally in real time. Panels will focus on forensic trends across the regulatory sphere, practical strategies for in-house practitioners, and the evolving role of data, technology, and analytics in responding to regulatory demands using AI. Attendees will gain concrete, experience-driven guidance on handling subpoenas, civil investigative demands, regulatory exams, and enforcement actions — and leave better equipped to navigate inquiries, mitigate risk, and respond with confidence.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442364 442364 257 G3076 0:00:00 https://www.pli.edu/catalog/publications/treatise/bankruptcy-deskbook/47859?tCode=WTC5_RSS01 Bankruptcy and restructuring Consumer bankruptcy Corporate bankruptcy A guide to bankruptcy law and process and law for both specialist and non-specialist attorneys representing clients inconsumer and business bankruptcy cases. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 47859 47859 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/bankruptcy-deskbook/305221?tCode=WTC5_RSS01 Bankruptcy and restructuring Consumer bankruptcy Corporate bankruptcy Bankruptcy Deskbook presents legal analysis and practical guidance pertaining to both consumer and corporate bankruptcy. It covers all aspects of the bankruptcy process, including: jurisdictional issues, automatic stays; avoidance powers; distribution of property; claims and interests; discharge and dischargeability; ethical considerations; employment and compensation of professionals; bankruptcies under Chapter 7, Chapter 11, and Chapter 13; and appeals. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 305221 305221 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/reinsurance-law/615?tCode=WTC5_RSS01 Insurance Reinsurance Practical coverage of the purpose, benefits, markets, and costs of reinsurance; state, federal, and international regulation of reinsurance; and a full understanding of resolving disputes in the industry. Enhanced with time-saving checklists and numerous sample clauses and sample agreements. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 615 614 59 0:00:00 https://www.pli.edu/programs/cybersecurity-best-practices-for-legal-services-providers/chb/444305?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Intellectual property Technology in law practice Technology In a world of advanced and persistent attacks, cybersecurity has become a top concern. Lawyers and law firms protect confidential client data, personal information about employees, and even market-moving information about transactions under development. In this program, an expert faculty will review current threats, professional standards of care, and the policies, procedures, and training legal practitioners can use to meet the challenges.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444305 444305 28 G3240 0:00:00 https://www.pli.edu/programs/cybersecurity-best-practices-for-legal-services-providers/chb/444306?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Intellectual property Technology in law practice Technology In a world of advanced and persistent attacks, cybersecurity has become a top concern. Lawyers and law firms protect confidential client data, personal information about employees, and even market-moving information about transactions under development. In this program, an expert faculty will review current threats, professional standards of care, and the policies, procedures, and training legal practitioners can use to meet the challenges.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444306 444306 257 G3240 0:00:00 https://www.pli.edu/programs/impact-of-fda-regulatory-and-compliance-oversight-on-product-liability-exposure-of-pharmaceutical-manufacturers/460661?tCode=WTC5_RSS01 Health care Regulation, compliance, and enforcement (Health care) Life sciences Pharmaceuticals Litigation This program examines a complex issue. How does state tort liability co-exist with the expansive federal statutory and regulatory framework that governs the marketing of prescription drugs? On one hand, the Food and Drug Administration (FDA) and other federal agencies are charged with enforcing a complex scheme of laws that encompass the many requirements for lawful marketing and sale of prescription drugs. For example, federal law defines what constitutes lawful, non-misleading promotional messaging, as well as when interactions with healthcare professionals trigger Anti-Kickback Statute and False Claims Act (FCA) violations, while state tort law is designed to protect the well-being of each state’s citizens. Tension has existed for some time between the complex web of federal regulations and the requirements that these regulations impose on pharmaceutical manufacturers and state product liability law. FDA itself has, on occasion, expressed its concern with a tort system that allows lay juries to second-guess the decisions of the agency and usurp its function as the expert arbiter on issues of drug safety and appropriate labeling. This dichotomy has the potential to result in inconsistency between FDA’s expert opinions and a jury’s verdict.The inherent tension between federal and state law as affecting pharmaceutical manufacturer liability has given rise to a series of cases addressing the question whether a preemption defense can be raised as a defense to product liability litigation based on an alleged failure to warn. While there is no express preemption provision in the Food, Drug and Cosmetic Act (FDCA), there have been some recent decisions by the courts providing pharmaceutical manufacturers with arguments for application of the preemption defense in future cases, especially in cases brought against generic manufacturers. The doctrine of federal preemption is based on the Supremacy Clause of the U.S. Constitution, which provides that federal law is “the supreme Law of the Land; . . . any Thing in the Constitution or Laws of any State to the Contrary notwithstanding.” As such, any state law that conflicts with the exercise of federal power is preempted and has no effect. The availability of a preemption defense remains a hotly contested issue.In addition to the FDA and the FDCA, activities of the pharmaceutical manufacturer are also monitored by other governmental entities, including state attorneys general in the context of consumer protection laws and local false claims acts, as well as by the OIG of the HHS. The latter enforcement function has focused on examining the extent to which pharmaceutical manufacturers are promoting their products for indications not approved by FDA and outside of the labeling in violation of the FDCA, as well as determining whether such off-label promotion serves as a foundation for civil and criminal prosecution for violation of the FCA and other statutes. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460661 460661 104 G5729 1:01:52 https://www.pli.edu/programs/impact-of-fda-regulatory-and-compliance-oversight-on-product-liability-exposure-of-pharmaceutical-manufacturers/466384?tCode=WTC5_RSS01 Health care Regulation, compliance, and enforcement (Health care) Life sciences Pharmaceuticals Litigation This program examines a complex issue. How does state tort liability co-exist with the expansive federal statutory and regulatory framework that governs the marketing of prescription drugs? On one hand, the Food and Drug Administration (FDA) and other federal agencies are charged with enforcing a complex scheme of laws that encompass the many requirements for lawful marketing and sale of prescription drugs. For example, federal law defines what constitutes lawful, non-misleading promotional messaging, as well as when interactions with healthcare professionals trigger Anti-Kickback Statute and False Claims Act (FCA) violations, while state tort law is designed to protect the well-being of each state’s citizens. Tension has existed for some time between the complex web of federal regulations and the requirements that these regulations impose on pharmaceutical manufacturers and state product liability law. FDA itself has, on occasion, expressed its concern with a tort system that allows lay juries to second-guess the decisions of the agency and usurp its function as the expert arbiter on issues of drug safety and appropriate labeling. This dichotomy has the potential to result in inconsistency between FDA’s expert opinions and a jury’s verdict.The inherent tension between federal and state law as affecting pharmaceutical manufacturer liability has given rise to a series of cases addressing the question whether a preemption defense can be raised as a defense to product liability litigation based on an alleged failure to warn. While there is no express preemption provision in the Food, Drug and Cosmetic Act (FDCA), there have been some recent decisions by the courts providing pharmaceutical manufacturers with arguments for application of the preemption defense in future cases, especially in cases brought against generic manufacturers. The doctrine of federal preemption is based on the Supremacy Clause of the U.S. Constitution, which provides that federal law is “the supreme Law of the Land; . . . any Thing in the Constitution or Laws of any State to the Contrary notwithstanding.” As such, any state law that conflicts with the exercise of federal power is preempted and has no effect. The availability of a preemption defense remains a hotly contested issue.In addition to the FDA and the FDCA, activities of the pharmaceutical manufacturer are also monitored by other governmental entities, including state attorneys general in the context of consumer protection laws and local false claims acts, as well as by the OIG of the HHS. The latter enforcement function has focused on examining the extent to which pharmaceutical manufacturers are promoting their products for indications not approved by FDA and outside of the labeling in violation of the FDCA, as well as determining whether such off-label promotion serves as a foundation for civil and criminal prosecution for violation of the FCA and other statutes. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466384 466384 163 G5729 1:02:34 https://www.pli.edu/programs/impact-of-fda-regulatory-and-compliance-oversight-on-product-liability-exposure-of-pharmaceutical-manufacturers/466383?tCode=WTC5_RSS01 Health care Regulation, compliance, and enforcement (Health care) Life sciences Pharmaceuticals Litigation This program examines a complex issue. How does state tort liability co-exist with the expansive federal statutory and regulatory framework that governs the marketing of prescription drugs? On one hand, the Food and Drug Administration (FDA) and other federal agencies are charged with enforcing a complex scheme of laws that encompass the many requirements for lawful marketing and sale of prescription drugs. For example, federal law defines what constitutes lawful, non-misleading promotional messaging, as well as when interactions with healthcare professionals trigger Anti-Kickback Statute and False Claims Act (FCA) violations, while state tort law is designed to protect the well-being of each state’s citizens. Tension has existed for some time between the complex web of federal regulations and the requirements that these regulations impose on pharmaceutical manufacturers and state product liability law. FDA itself has, on occasion, expressed its concern with a tort system that allows lay juries to second-guess the decisions of the agency and usurp its function as the expert arbiter on issues of drug safety and appropriate labeling. This dichotomy has the potential to result in inconsistency between FDA’s expert opinions and a jury’s verdict.The inherent tension between federal and state law as affecting pharmaceutical manufacturer liability has given rise to a series of cases addressing the question whether a preemption defense can be raised as a defense to product liability litigation based on an alleged failure to warn. While there is no express preemption provision in the Food, Drug and Cosmetic Act (FDCA), there have been some recent decisions by the courts providing pharmaceutical manufacturers with arguments for application of the preemption defense in future cases, especially in cases brought against generic manufacturers. The doctrine of federal preemption is based on the Supremacy Clause of the U.S. Constitution, which provides that federal law is “the supreme Law of the Land; . . . any Thing in the Constitution or Laws of any State to the Contrary notwithstanding.” As such, any state law that conflicts with the exercise of federal power is preempted and has no effect. The availability of a preemption defense remains a hotly contested issue.In addition to the FDA and the FDCA, activities of the pharmaceutical manufacturer are also monitored by other governmental entities, including state attorneys general in the context of consumer protection laws and local false claims acts, as well as by the OIG of the HHS. The latter enforcement function has focused on examining the extent to which pharmaceutical manufacturers are promoting their products for indications not approved by FDA and outside of the labeling in violation of the FDCA, as well as determining whether such off-label promotion serves as a foundation for civil and criminal prosecution for violation of the FCA and other statutes. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466383 466383 98 G5729 1:02:34 https://www.pli.edu/catalog/publications/treatise/commercial-ground-leases/305213?tCode=WTC5_RSS01 Commercial real estate Real estate leasing Commercial ground leases Real estate development Real estate contracts Commercial Ground Leases is a definitive guide to drafting, negotiating, and finalizing equitable, error-free leasing documents for both landlord and tenant. It covers the full range of relevant commercial ground leasing issues, including base rent, adjustments, taxes, and other payments; reappraisal of ground rents; objectives, assumptions, and mechanics of percentage rent; tenant and landlord financing; subordinated fee and leasehold mortgage financing; effects of bankruptcy, assumption of leases, rejection; tenant project development and lien issues; ground lease term, title, use and occupancy; and more.It features adaptable, time-saving agreement language and contains numerous appendices, including forms of letter of intent, leasehold mortgagee protection clauses, intercreditor agreements, fee and leasehold deed of trust provisions, estoppel certificate and guaranty, and a complete ground lease with many alternative clauses. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 305213 305213 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/commercial-ground-leases/343330?tCode=WTC5_RSS01 Commercial real estate Real estate leasing Commercial ground leases Real estate development Real estate contracts Definitive guide to drafting, negotiating, and finalizing equitable, error-free leasing documents that address the needs of both landlord and tenant. Full-range coverage of relevant issues, supplemented by numerous appendices featuring sample forms, agreements, clauses. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 343330 343330 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/commercial-ground-leases/52718?tCode=WTC5_RSS01 Commercial real estate Real estate leasing Commercial ground leases Real estate development Real estate contracts Commercial Ground Leases is a definitive guide to drafting, negotiating, and finalizing equitable, error-free leasing documents for both landlord and tenant. It covers the full range of relevant commercial ground leasing issues, including base rent, adjustments, taxes, and other payments; reappraisal of ground rents; objectives, assumptions, and mechanics of percentage rent; tenant and landlord financing; subordinated fee and leasehold mortgage financing; effects of bankruptcy, assumption of leases, rejection; tenant project development and lien issues; ground lease term, title, use and occupancy; and more.It features adaptable, time-saving agreement language and contains numerous appendices, including forms of letter of intent, leasehold mortgagee protection clauses, intercreditor agreements, fee and leasehold deed of trust provisions, estoppel certificate and guaranty, and a complete ground lease with many alternative clauses. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 52718 52718 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/equipment-leasingleveraged-leasing/239460?tCode=WTC5_RSS01 Banking and finance Equipment financing Commercial law Secured transactions Hailed as “authoritative” by the Tax Executive, Equipment Leasing–Leveraged Leasing provides readers with the comprehensive legal, tax, economic, accounting, and documentation information and advice needed to develop and implement leasing deals that maximize rewards and minimize risks. Written by more than thirty leading leasing authorities, and featuring hundreds of pages of sample forms, checklists, and documents that expedite successful transactions, Equipment Leasing–Leveraged Leasing is an essential resource on leasing transactions of all kinds, with in-depth guidance on: Technology and software financingLeasing of transportation assets, including aircraft, commercial vessels, and shipping containersLease structuring, including equipment and auto leases, municipal leasing, and vendor financeBankruptcy, environmental, securities, insurance, and other regulationsDoing business in CaliforniaInternational leasing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 239460 239460 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/equipment-leasingleveraged-leasing/396738?tCode=WTC5_RSS01 Banking and finance Equipment financing Commercial law Secured transactions Comprehensive legal, tax, economic, accounting, environmental, and insurance information for developing and implementing successful leasing deals. Guidance on structuring and documenting leasing transactions across multiple industries. With hundreds of pages of sample forms and documents. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 396738 396738 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/equipment-leasingleveraged-leasing/308187?tCode=WTC5_RSS01 Banking and finance Equipment financing Commercial law Secured transactions Hailed as “authoritative” by the Tax Executive, Equipment Leasing–Leveraged Leasing provides readers with the comprehensive legal, tax, economic, accounting, and documentation information and advice needed to develop and implement leasing deals that maximize rewards and minimize risks. Written by more than thirty leading leasing authorities, and featuring hundreds of pages of sample forms, checklists, and documents that expedite successful transactions, Equipment Leasing–Leveraged Leasing is an essential resource on leasing transactions of all kinds, with in-depth guidance on: Technology and software financingLeasing of transportation assets, including aircraft, commercial vessels, and shipping containersLease structuring, including equipment and auto leases, municipal leasing, and vendor financeBankruptcy, environmental, securities, insurance, and other regulationsDoing business in CaliforniaInternational leasing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 308187 308187 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/securities-law-and-practice-deskbook/38162?tCode=WTC5_RSS01 Corporate law Securities litigation Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Securities offerings Guide to the Securities Act, the Exchange Act, and relevant rules, regulations and case law. An initiation into how securities lawyers approach problems, a general review for experienced practitioners and a first resource when approaching an unfamiliar area of securities law. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 38162 38162 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/sack-on-defamation-libel-slander-and-related-problems/205417?tCode=WTC5_RSS01 Communications and telecommunications Constitutional law Libel Slander Defamation A comprehensive treatment of the law of defamation and the personal privacy torts that implicate reputation. For more than forty years, this classic, often cited by the courts, has provided First Amendment lawyers, tort lawyers, the press, and others with thorough and thoughtful analysis. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 205417 205417 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/sack-on-defamation-libel-slander-and-related-problems/305205?tCode=WTC5_RSS01 Communications and telecommunications Constitutional law Libel Slander Defamation Written by a U.S. Court of Appeals judge who practiced media law at the highest level for more than thirty years and now updated by a constitutional law scholar from the University of Florida—Levin College of Law, Sack on Defamation offers strategic guidance for both plaintiffs’ and defense attorneys, and fully covers the basic elements of a defamation claim, including:The types and amounts of damages that can be awardedThe sometimes confusing treatment of libel per se and slander per seInvasion of privacy tortsThe causes of action for injurious falsehood, intentional infliction of emotional distress, negligent misstatement, and more Issues of jurisdiction and motion practiceSack on Defamation pinpoints practical legal issues vital to your clients, helping you understand when “truth” is not a defense • insults and name-calling cross the line into defamation • accurate repeating of another’s statements can be actionable • “public disclosure of private facts” becomes actionable • statements of “opinion” are not protected • and defamatory communications are privileged. It also integrates coverage of Internet and social media issues.This treatise provides practice insight into how to:Persuade courts to dismiss complaints or grant summary judgments and how to resist a motion for eitherUse various kinds of evidence to prove actual malice with “convincing clarity”Meet burdens of proof for various claims and win appropriate damagesDeploy the most effective defenses for different causes of actionAdvise clients on how to disseminate their views without triggering costly lawsuits Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 305205 305205 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/multidistrict-litigation/319972?tCode=WTC5_RSS01 Class actions Commercial litigation Product liability litigation Complex litigation Multidistrict litigation Multidistrict Litigation is a comprehensive treatise on multidistrict litigations (MDLs) and the Judicial Panel on Multidistrict Litigation (JPML) that oversees them. An essential resource for commercial litigators, particularly those in antitrust, labor, patents, products liability, and securities. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 319972 319972 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/multidistrict-litigation/437680?tCode=WTC5_RSS01 Class actions Commercial litigation Product liability litigation Complex litigation Multidistrict litigation Multidistrict Litigation is a comprehensive treatise on multidistrict litigations (MDLs) and the Judicial Panel on Multidistrict Litigation (JPML) that oversees them. Multidistrict litigations comprise more than 50% of the federal civil docket—a figure that stands to increase. At the same time, relatively little about multidistrict litigation is available to practitioners. This book fills that gap by providing an in-depth analysis of MDLs and the reasoning and priorities of the JPML.Multidistrict Litigation is structured into eight chapters, each meticulously covering various aspects of MDLs, from their history and modern usage to the powers and limits of the JPML, the decision-making processes for centralization and transfer, and the interaction of MDLs with other forms of aggregate litigation such as class actions and bankruptcy proceedings. And, new for Release #1, a chapter on Federal Rule of Civil Procedure 16.1—the first and only federal rule on multidistrict litigations specifically. The book also includes unique appendixes organizing by area of law published opinions in which the JPML either centralized or declined to create a multidistrict litigation (Appendix A), and published transfer orders organized by factors that the JPML has identified as relevant to the selection of the transferee district (Appendix B). Plus, appendixes with key statutes, rules, and litigation documents.With its practical approach and powerful insights, Multidistrict Litigation is an essential resource for commercial litigators across all practice groups, particularly those in antitrust, labor, patents, products liability, and securities. As MDLs grow exponentially, readers can expect regular and thorough updates on all of the JPML’s latest published opinions and incisive analysis of the latest trends and developments. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437680 437680 111 0:00:00 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467924?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Multijurisdictional practice (Ethics and professional responsibility) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 2, 2026 in New YorkEthics in Cross-Border Practices [01:00:49]After completing this session, participants will be able to:Understand ethical considerations for lawyers doing foreign deals Analyze recent developments affecting cross-border practice Compare various rules of professional responsibilityAssess ethical considerations for multijurisdictional law firms David Grosgold (Panel Leader); Avi Gesser, Steven Richman, Kevin J. RooneyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cross-Border Ethics: Whose Borders and Whose Ethics? (March 2026)Steven M. Richman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467924 467924 98 G3164 1:00:49 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467926?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Multijurisdictional practice (Ethics and professional responsibility) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 2, 2026 in New YorkEthics in Cross-Border Practices [01:00:49]After completing this session, participants will be able to:Understand ethical considerations for lawyers doing foreign deals Analyze recent developments affecting cross-border practice Compare various rules of professional responsibilityAssess ethical considerations for multijurisdictional law firms David Grosgold (Panel Leader); Avi Gesser, Steven Richman, Kevin J. RooneyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cross-Border Ethics: Whose Borders and Whose Ethics? (March 2026)Steven M. Richman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467926 467926 163 G3164 1:00:49 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467925?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Multijurisdictional practice (Ethics and professional responsibility) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 2, 2026 in New YorkEthics in Cross-Border Practices [01:00:49]After completing this session, participants will be able to:Understand ethical considerations for lawyers doing foreign deals Analyze recent developments affecting cross-border practice Compare various rules of professional responsibilityAssess ethical considerations for multijurisdictional law firms David Grosgold (Panel Leader); Avi Gesser, Steven Richman, Kevin J. RooneyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cross-Border Ethics: Whose Borders and Whose Ethics? (March 2026)Steven M. Richman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467925 467925 25 G3164 1:00:07 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467930?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 2, 2026 in New YorkDoing Business in Latin America [01:01:06]After completing this session, participants will be able to:Understand legal, political and economic developments in the regionEvaluate the impact of the new political reality in the U.S. in Latin AmericaAssess local deal making practices and considerationsAnalyze key compliance and regulatory considerations for investing in Latin AmericaDavid Grosgold (Panel Leader); Jaime Cubillos, Thomaz Kastrup, Andrea SaffieThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Maurizio Levi-Minzi and Sergio Torres, Debevoise & Plimptom LLP, Avoiding Surprises in Brazilian M&A (November 2022)David GrosgoldDebevoise & Plimpton LLP, Debevoise In Depth, Going Green: COP28 Achieves Historic Stocktake Agreements on Fossil Fuels (January 18, 2024)David GrosgoldDebevoise & Plimpton LLP, The Private Equity Report Quarterly, 2024 Outlook, Vol. 23, Issue 4David GrosgoldDebevoise & Plimptom LLP, Debevoise In Depth, OECD Guidelines on Responsible Business Conduct: 2023 Revisions and the “Specific Instance” Grievance Mechanism (September 7, 2023)David GrosgoldDebevoise & Plimptom LLP, Debevoise In Depth, 2024 International Capital Markets Outlook (January 3, 2024)David GrosgoldDebevoise & Plimpton LLP, A Guide to US, UK, and EU Sanctions and Export Controls on Russia and Belarus (March 20, 2024)David Grosgold Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467930 467930 98 G3164 1:01:06 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467931?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 2, 2026 in New YorkDoing Business in Latin America [01:01:06]After completing this session, participants will be able to:Understand legal, political and economic developments in the regionEvaluate the impact of the new political reality in the U.S. in Latin AmericaAssess local deal making practices and considerationsAnalyze key compliance and regulatory considerations for investing in Latin AmericaDavid Grosgold (Panel Leader); Jaime Cubillos, Thomaz Kastrup, Andrea SaffieThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Maurizio Levi-Minzi and Sergio Torres, Debevoise & Plimptom LLP, Avoiding Surprises in Brazilian M&A (November 2022)David GrosgoldDebevoise & Plimpton LLP, Debevoise In Depth, Going Green: COP28 Achieves Historic Stocktake Agreements on Fossil Fuels (January 18, 2024)David GrosgoldDebevoise & Plimpton LLP, The Private Equity Report Quarterly, 2024 Outlook, Vol. 23, Issue 4David GrosgoldDebevoise & Plimptom LLP, Debevoise In Depth, OECD Guidelines on Responsible Business Conduct: 2023 Revisions and the “Specific Instance” Grievance Mechanism (September 7, 2023)David GrosgoldDebevoise & Plimptom LLP, Debevoise In Depth, 2024 International Capital Markets Outlook (January 3, 2024)David GrosgoldDebevoise & Plimpton LLP, A Guide to US, UK, and EU Sanctions and Export Controls on Russia and Belarus (March 20, 2024)David Grosgold Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467931 467931 25 G3164 1:00:24 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467932?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 2, 2026 in New YorkDoing Business in Latin America [01:01:06]After completing this session, participants will be able to:Understand legal, political and economic developments in the regionEvaluate the impact of the new political reality in the U.S. in Latin AmericaAssess local deal making practices and considerationsAnalyze key compliance and regulatory considerations for investing in Latin AmericaDavid Grosgold (Panel Leader); Jaime Cubillos, Thomaz Kastrup, Andrea SaffieThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Maurizio Levi-Minzi and Sergio Torres, Debevoise & Plimptom LLP, Avoiding Surprises in Brazilian M&A (November 2022)David GrosgoldDebevoise & Plimpton LLP, Debevoise In Depth, Going Green: COP28 Achieves Historic Stocktake Agreements on Fossil Fuels (January 18, 2024)David GrosgoldDebevoise & Plimpton LLP, The Private Equity Report Quarterly, 2024 Outlook, Vol. 23, Issue 4David GrosgoldDebevoise & Plimptom LLP, Debevoise In Depth, OECD Guidelines on Responsible Business Conduct: 2023 Revisions and the “Specific Instance” Grievance Mechanism (September 7, 2023)David GrosgoldDebevoise & Plimptom LLP, Debevoise In Depth, 2024 International Capital Markets Outlook (January 3, 2024)David GrosgoldDebevoise & Plimpton LLP, A Guide to US, UK, and EU Sanctions and Export Controls on Russia and Belarus (March 20, 2024)David Grosgold Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467932 467932 163 G3164 1:01:06 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467938?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 2, 2026 in New YorkDoing Business with the Middle East [00:59:04]After completing this session, participants will be able to:Understand latest legislative and regulatory developments in Middle EastEvaluate transactional hotspots in M&A, capital markets and trade in and with Middle East Assess top compliance issues in Middle East, including national security, date privacy and sustainability  Analyze key issues in dispute resolution, including choice of forum, discovery and enforcement Eloise Liu (Panel Leader); Suhaib Hammad, Karim MahmoudThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:JunHe Bulletin, NGO, Where Does INGO Funding Come From? (March 3, 2026)Yijing (Eloise) LiuJunHe Bulletin, Recent Notable Regulatory Cases Involving Cross-Border Data Transfers (February 2, 2026)Yijing (Eloise) LiuJunHe Bulletin, Financial, Virtual Currency Business Faces a New Round of Sweeping Crackdowns (February 12, 2026)Yijing (Eloise) Liu Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467938 467938 163 G3164 0:59:04 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467936?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 2, 2026 in New YorkDoing Business with the Middle East [00:59:04]After completing this session, participants will be able to:Understand latest legislative and regulatory developments in Middle EastEvaluate transactional hotspots in M&A, capital markets and trade in and with Middle East Assess top compliance issues in Middle East, including national security, date privacy and sustainability  Analyze key issues in dispute resolution, including choice of forum, discovery and enforcement Eloise Liu (Panel Leader); Suhaib Hammad, Karim MahmoudThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:JunHe Bulletin, NGO, Where Does INGO Funding Come From? (March 3, 2026)Yijing (Eloise) LiuJunHe Bulletin, Recent Notable Regulatory Cases Involving Cross-Border Data Transfers (February 2, 2026)Yijing (Eloise) LiuJunHe Bulletin, Financial, Virtual Currency Business Faces a New Round of Sweeping Crackdowns (February 12, 2026)Yijing (Eloise) Liu Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467936 467936 98 G3164 0:59:04 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467937?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 2, 2026 in New YorkDoing Business with the Middle East [00:59:04]After completing this session, participants will be able to:Understand latest legislative and regulatory developments in Middle EastEvaluate transactional hotspots in M&A, capital markets and trade in and with Middle East Assess top compliance issues in Middle East, including national security, date privacy and sustainability  Analyze key issues in dispute resolution, including choice of forum, discovery and enforcement Eloise Liu (Panel Leader); Suhaib Hammad, Karim MahmoudThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:JunHe Bulletin, NGO, Where Does INGO Funding Come From? (March 3, 2026)Yijing (Eloise) LiuJunHe Bulletin, Recent Notable Regulatory Cases Involving Cross-Border Data Transfers (February 2, 2026)Yijing (Eloise) LiuJunHe Bulletin, Financial, Virtual Currency Business Faces a New Round of Sweeping Crackdowns (February 12, 2026)Yijing (Eloise) Liu Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467937 467937 25 G3164 0:58:22 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467935?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 2, 2026 in New YorkDoing Business in and with Developed Markets: Japan and Germany [01:00:18]After completing this session, participants will be able to:Understand latest legislative and regulatory developments in Japan and Germany Assess transactional hotspots in M&A, capital markets and trade in and with Japan and Germany Describe top compliance issues in Japan and Germany, including national security, date privacy and sustainability  Analyze key issues in dispute resolution, including choice of forum, discovery and enforcement  Eloise Liu (Panel Leader); Aruto Kagami, Hermann KnottThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:JunHe Bulletin, Financial, Where Is the Wrapper Structure Headed?—An Analysis of the Draft Measures for the Administration of Asset Management-Type Trusts (November 19, 2025)Yijing (Eloise) LiuPresentation MaterialSegment Handout: Doing Business in and with Developed Markets: Japan and GermanyAruto KagamiSegment Handout: Doing Business in and with Developed Markets: Japan and GermanyDr. Hermann KnottSegment Handout: Doing Business in and with Developed Markets: Japan and GermanyDr. Hermann Knott Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467935 467935 163 G3164 1:00:18 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467933?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 2, 2026 in New YorkDoing Business in and with Developed Markets: Japan and Germany [01:00:18]After completing this session, participants will be able to:Understand latest legislative and regulatory developments in Japan and Germany Assess transactional hotspots in M&A, capital markets and trade in and with Japan and Germany Describe top compliance issues in Japan and Germany, including national security, date privacy and sustainability  Analyze key issues in dispute resolution, including choice of forum, discovery and enforcement  Eloise Liu (Panel Leader); Aruto Kagami, Hermann KnottThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:JunHe Bulletin, Financial, Where Is the Wrapper Structure Headed?—An Analysis of the Draft Measures for the Administration of Asset Management-Type Trusts (November 19, 2025)Yijing (Eloise) LiuPresentation MaterialSegment Handout: Doing Business in and with Developed Markets: Japan and GermanyAruto KagamiSegment Handout: Doing Business in and with Developed Markets: Japan and GermanyDr. Hermann KnottSegment Handout: Doing Business in and with Developed Markets: Japan and GermanyDr. Hermann Knott Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467933 467933 98 G3164 1:00:18 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467934?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 2, 2026 in New YorkDoing Business in and with Developed Markets: Japan and Germany [01:00:18]After completing this session, participants will be able to:Understand latest legislative and regulatory developments in Japan and Germany Assess transactional hotspots in M&A, capital markets and trade in and with Japan and Germany Describe top compliance issues in Japan and Germany, including national security, date privacy and sustainability  Analyze key issues in dispute resolution, including choice of forum, discovery and enforcement  Eloise Liu (Panel Leader); Aruto Kagami, Hermann KnottThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:JunHe Bulletin, Financial, Where Is the Wrapper Structure Headed?—An Analysis of the Draft Measures for the Administration of Asset Management-Type Trusts (November 19, 2025)Yijing (Eloise) LiuPresentation MaterialSegment Handout: Doing Business in and with Developed Markets: Japan and GermanyAruto KagamiSegment Handout: Doing Business in and with Developed Markets: Japan and GermanyDr. Hermann KnottSegment Handout: Doing Business in and with Developed Markets: Japan and GermanyDr. Hermann Knott Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467934 467934 25 G3164 0:59:36 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467929?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Contract drafting and negotiation Taken from the Web Program Recorded June 2, 2026 in New YorkCross-Border M&A [00:59:29]After completing this session, participants will be able to:Identify unique issues arising from cross-border transactions Analyze key compliance and regulatory considerations for cross-border transactionsUnderstand current developments impacting cross-border M&AEvaluate key consideration when negotiating a cross-border dealEvaluate key issues arising from international joint venturesDavid Grosgold (Panel Leader); Rafael Muñoz, Paula Vieira de Oliveira, Héctor Kuri Quijano, Sergio UriasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Debevoise & Plimptom LLP, Debevoise In Depth, China’s New Civil Procedure Law on Foreign-Related Cases Comes into Force (January 4, 2024)David GrosgoldDebevoise & Plimptom LLP, Debevoise In Depth, China’s New Foreign State Immunity Law Targets Commercial Assets and Transactions (January 16, 2024)David GrosgoldDebevoise & Plimpton LLP, The Debrief, Debevoise National Security Update: Increased UFLPA Enforcement (April 12, 2024)David GrosgoldDebevoise & Plimptom LLP, Debevoise In Depth, Debevoise National Security Update: Supply Chain Security in 2024 (March 11, 2024)David GrosgoldDebevoise & Plimpton LLP, FCPA Update, A Global Anti-Corruption Newsletter, Vol. 15, No. 8, U.S. Department of Justice Announces Whistle Blower Rewards Pilot Program (March 2024)David GrosgoldDebevoise & Plimpton LLP, The Debrief, Kenya and Namibia Added to the FATF Grey List—Practical Implications for Businesses (March 6, 2024)David Grosgold Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467929 467929 163 G3164 0:59:29 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467928?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Contract drafting and negotiation Taken from the Web Program Recorded June 2, 2026 in New YorkCross-Border M&A [00:59:29]After completing this session, participants will be able to:Identify unique issues arising from cross-border transactions Analyze key compliance and regulatory considerations for cross-border transactionsUnderstand current developments impacting cross-border M&AEvaluate key consideration when negotiating a cross-border dealEvaluate key issues arising from international joint venturesDavid Grosgold (Panel Leader); Rafael Muñoz, Paula Vieira de Oliveira, Héctor Kuri Quijano, Sergio UriasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Debevoise & Plimptom LLP, Debevoise In Depth, China’s New Civil Procedure Law on Foreign-Related Cases Comes into Force (January 4, 2024)David GrosgoldDebevoise & Plimptom LLP, Debevoise In Depth, China’s New Foreign State Immunity Law Targets Commercial Assets and Transactions (January 16, 2024)David GrosgoldDebevoise & Plimpton LLP, The Debrief, Debevoise National Security Update: Increased UFLPA Enforcement (April 12, 2024)David GrosgoldDebevoise & Plimptom LLP, Debevoise In Depth, Debevoise National Security Update: Supply Chain Security in 2024 (March 11, 2024)David GrosgoldDebevoise & Plimpton LLP, FCPA Update, A Global Anti-Corruption Newsletter, Vol. 15, No. 8, U.S. Department of Justice Announces Whistle Blower Rewards Pilot Program (March 2024)David GrosgoldDebevoise & Plimpton LLP, The Debrief, Kenya and Namibia Added to the FATF Grey List—Practical Implications for Businesses (March 6, 2024)David Grosgold Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467928 467928 25 G3164 0:58:47 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467927?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Contract drafting and negotiation Taken from the Web Program Recorded June 2, 2026 in New YorkCross-Border M&A [00:59:29]After completing this session, participants will be able to:Identify unique issues arising from cross-border transactions Analyze key compliance and regulatory considerations for cross-border transactionsUnderstand current developments impacting cross-border M&AEvaluate key consideration when negotiating a cross-border dealEvaluate key issues arising from international joint venturesDavid Grosgold (Panel Leader); Rafael Muñoz, Paula Vieira de Oliveira, Héctor Kuri Quijano, Sergio UriasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Debevoise & Plimptom LLP, Debevoise In Depth, China’s New Civil Procedure Law on Foreign-Related Cases Comes into Force (January 4, 2024)David GrosgoldDebevoise & Plimptom LLP, Debevoise In Depth, China’s New Foreign State Immunity Law Targets Commercial Assets and Transactions (January 16, 2024)David GrosgoldDebevoise & Plimpton LLP, The Debrief, Debevoise National Security Update: Increased UFLPA Enforcement (April 12, 2024)David GrosgoldDebevoise & Plimptom LLP, Debevoise In Depth, Debevoise National Security Update: Supply Chain Security in 2024 (March 11, 2024)David GrosgoldDebevoise & Plimpton LLP, FCPA Update, A Global Anti-Corruption Newsletter, Vol. 15, No. 8, U.S. Department of Justice Announces Whistle Blower Rewards Pilot Program (March 2024)David GrosgoldDebevoise & Plimpton LLP, The Debrief, Kenya and Namibia Added to the FATF Grey List—Practical Implications for Businesses (March 6, 2024)David Grosgold Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467927 467927 98 G3164 0:59:29 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467941?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 2, 2026 in New YorkDoing Business with South and Southeast Asia [01:01:15]After completing this session, participants will be able to:Understand latest legislative and regulatory developments in South and Southeast Asia  Evaluate transactional hotspots in M&A, capital markets and trade in and with South and Southeast Asia Assess top compliance issues in East Asia, including national security, date privacy and sustainability  Analyze key issues in dispute resolution, including choice of forum, discovery and enforcement  Eloise Liu (Panel Leader); Audrey Chng, Kosturi GhoshThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kenneth Zhou and Jeffrey Wilson, JunHe LLP, JunHe Bulletin, China’s New Labor Judicial Interpretation: Key Implications for Multinational Corporations in China (August 14, 2025)Yijing (Eloise) LiuJunHe Bulletin, Financial, Regulatory Update on Hong Kong—Mainland Mutual Recognition of Funds (March 18, 2026)Yijing (Eloise) LiuJunHe Bulletin, Dispute Resolution, Conflict of Interest Causing Criminal Liability—JunHe Special Report 20250904-JX-2025-09-0239 (September 5, 2025)Yijing (Eloise) LiuPresentation MaterialSegment Handout: Doing Business with South and Southeast AsiaKosturi GhoshSegment Handout: Doing Business with South and Southeast AsiaAudrey Chng Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467941 467941 163 G3164 1:01:15 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467939?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 2, 2026 in New YorkDoing Business with South and Southeast Asia [01:01:15]After completing this session, participants will be able to:Understand latest legislative and regulatory developments in South and Southeast Asia  Evaluate transactional hotspots in M&A, capital markets and trade in and with South and Southeast Asia Assess top compliance issues in East Asia, including national security, date privacy and sustainability  Analyze key issues in dispute resolution, including choice of forum, discovery and enforcement  Eloise Liu (Panel Leader); Audrey Chng, Kosturi GhoshThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kenneth Zhou and Jeffrey Wilson, JunHe LLP, JunHe Bulletin, China’s New Labor Judicial Interpretation: Key Implications for Multinational Corporations in China (August 14, 2025)Yijing (Eloise) LiuJunHe Bulletin, Financial, Regulatory Update on Hong Kong—Mainland Mutual Recognition of Funds (March 18, 2026)Yijing (Eloise) LiuJunHe Bulletin, Dispute Resolution, Conflict of Interest Causing Criminal Liability—JunHe Special Report 20250904-JX-2025-09-0239 (September 5, 2025)Yijing (Eloise) LiuPresentation MaterialSegment Handout: Doing Business with South and Southeast AsiaKosturi GhoshSegment Handout: Doing Business with South and Southeast AsiaAudrey Chng Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467939 467939 98 G3164 1:01:15 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/467940?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 2, 2026 in New YorkDoing Business with South and Southeast Asia [01:01:15]After completing this session, participants will be able to:Understand latest legislative and regulatory developments in South and Southeast Asia  Evaluate transactional hotspots in M&A, capital markets and trade in and with South and Southeast Asia Assess top compliance issues in East Asia, including national security, date privacy and sustainability  Analyze key issues in dispute resolution, including choice of forum, discovery and enforcement  Eloise Liu (Panel Leader); Audrey Chng, Kosturi GhoshThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kenneth Zhou and Jeffrey Wilson, JunHe LLP, JunHe Bulletin, China’s New Labor Judicial Interpretation: Key Implications for Multinational Corporations in China (August 14, 2025)Yijing (Eloise) LiuJunHe Bulletin, Financial, Regulatory Update on Hong Kong—Mainland Mutual Recognition of Funds (March 18, 2026)Yijing (Eloise) LiuJunHe Bulletin, Dispute Resolution, Conflict of Interest Causing Criminal Liability—JunHe Special Report 20250904-JX-2025-09-0239 (September 5, 2025)Yijing (Eloise) LiuPresentation MaterialSegment Handout: Doing Business with South and Southeast AsiaKosturi GhoshSegment Handout: Doing Business with South and Southeast AsiaAudrey Chng Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467940 467940 25 G3164 1:00:34 https://www.pli.edu/programs/legal-operations-technology-and-sustainable-practice-redefining-workflows-roles-and-value-in-modern-legal-teams/469084?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 2, 2026 in San FranciscoLegal Operations, Technology, and Sustainable Practice: Redefining Workflows, Roles, and Value in Modern Legal Teams [00:01:00]After completing this session, viewers will be prepared to:  Identify emerging trends reshaping legal operations, workflows, and professional roles within modern legal organizations.Apply practical strategies for improving workflow efficiency, collaboration, and sustainable legal service delivery through technology and operational design.Evaluate how legal professionals, educators, and organizations can prepare for the evolving future of legal practice through durable skills, innovation, and interdisciplinary collaboration.Presentation MaterialFrom Future Ready to Field Ready: How Paralegals Operationalize Human Judgment in AI-Enabled WorkflowsKristine Custodio Suero, Whitney Harvey, Kelli L. RadnothyFuture-Ready Paralegals: Reimagining Legal Education and Coaching for the AI EraKristine Custodio Suero, Whitney Harvey, Kelli L. RadnothyFuture-Proofing the Paralegal Profession: Navigating AI, Ethics, and Emerging Workflows in the Legal IndustryKristine Custodio Suero, Kelli L. RadnothyFuture-Proofing the Legal Workforce: A Best Practices Guide for Upskilling and Training in the Age of AIKristine Custodio Suero, Kelli L. RadnothyFrom Policy to Practice: Implementing the ACUS Nonlawyer Representation Report Across Federal SystemsKristine Custodio Suero, Kelli L. RadnothyAllied Legal Professionals and the Future of Access to JusticeKristine Custodio Suero, Kelli L. Radnothy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469084 469084 163 G5796 1:00:53 https://www.pli.edu/programs/legal-operations-technology-and-sustainable-practice-redefining-workflows-roles-and-value-in-modern-legal-teams/470341?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 2, 2026 in San FranciscoLegal Operations, Technology, and Sustainable Practice: Redefining Workflows, Roles, and Value in Modern Legal Teams [00:01:00]After completing this session, viewers will be prepared to:  Identify emerging trends reshaping legal operations, workflows, and professional roles within modern legal organizations.Apply practical strategies for improving workflow efficiency, collaboration, and sustainable legal service delivery through technology and operational design.Evaluate how legal professionals, educators, and organizations can prepare for the evolving future of legal practice through durable skills, innovation, and interdisciplinary collaboration.Presentation MaterialFrom Future Ready to Field Ready: How Paralegals Operationalize Human Judgment in AI-Enabled WorkflowsKristine Custodio Suero, Whitney Harvey, Kelli L. RadnothyFuture-Ready Paralegals: Reimagining Legal Education and Coaching for the AI EraKristine Custodio Suero, Whitney Harvey, Kelli L. RadnothyFuture-Proofing the Paralegal Profession: Navigating AI, Ethics, and Emerging Workflows in the Legal IndustryKristine Custodio Suero, Kelli L. RadnothyFuture-Proofing the Legal Workforce: A Best Practices Guide for Upskilling and Training in the Age of AIKristine Custodio Suero, Kelli L. RadnothyFrom Policy to Practice: Implementing the ACUS Nonlawyer Representation Report Across Federal SystemsKristine Custodio Suero, Kelli L. RadnothyAllied Legal Professionals and the Future of Access to JusticeKristine Custodio Suero, Kelli L. Radnothy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470341 470341 98 G5796 1:00:53 https://www.pli.edu/programs/understanding-the-securities-laws/468029?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Gun jumping (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkRegistering Securities Under the Securities Act of 1933 – the Skills Needed by Securities Lawyers [01:16:09]This panel will analyze the benefits and risks of becoming a “public company” under the Securities Act of 1933. After completing this session, participants will be able to:Understand how to comply with Section 5’s “gun-jumping” and “testing the waters” rulesInterpret Regulation S-K and Regulation S-X requirementsKnow what to be on the lookout for when approaching due diligence and disclosure obligationsImplement best practices for drafting registration statementsUnderstand the implication of the SEC’s policy statement on arbitration provisions in corporate constituent documentsUse the confidential submission and review processRespond to SEC commentsGary M. Brown, Erin Reeves McGinnisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Regulatory Framework of Securities Act Registration, Practising Law Institute, Ch. 3, Securities Law and Practice Deskbook (Sixth Edition) (April 2023)Gary M. BrownSecurities Act Registration Process, Practising Law Institute, Ch. 4, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. BrownSidley Austin LLP, Corporate Governance, The Sidley 2026 SEC Filing Deadline CalendarGary D. GerstmanSidley Austin LLP, Corporate Governance Update, SEC Chair Atkins Announces Initiative to Reform Regulation S-K (January 22, 2026)Gary D. GerstmanPresentation MaterialRegistering Securities Under the Securities Act of 1933 – the Skills Needed by Securities LawyersMike Bradshaw, Erin Reeves McGinnis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468029 468029 98 G3236 1:16:09 https://www.pli.edu/programs/understanding-the-securities-laws/468028?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Gun jumping (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkRegistering Securities Under the Securities Act of 1933 – the Skills Needed by Securities Lawyers [01:16:09]This panel will analyze the benefits and risks of becoming a “public company” under the Securities Act of 1933. After completing this session, participants will be able to:Understand how to comply with Section 5’s “gun-jumping” and “testing the waters” rulesInterpret Regulation S-K and Regulation S-X requirementsKnow what to be on the lookout for when approaching due diligence and disclosure obligationsImplement best practices for drafting registration statementsUnderstand the implication of the SEC’s policy statement on arbitration provisions in corporate constituent documentsUse the confidential submission and review processRespond to SEC commentsGary M. Brown, Erin Reeves McGinnisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Regulatory Framework of Securities Act Registration, Practising Law Institute, Ch. 3, Securities Law and Practice Deskbook (Sixth Edition) (April 2023)Gary M. BrownSecurities Act Registration Process, Practising Law Institute, Ch. 4, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. BrownSidley Austin LLP, Corporate Governance, The Sidley 2026 SEC Filing Deadline CalendarGary D. GerstmanSidley Austin LLP, Corporate Governance Update, SEC Chair Atkins Announces Initiative to Reform Regulation S-K (January 22, 2026)Gary D. GerstmanPresentation MaterialRegistering Securities Under the Securities Act of 1933 – the Skills Needed by Securities LawyersMike Bradshaw, Erin Reeves McGinnis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468028 468028 163 G3236 1:16:09 https://www.pli.edu/programs/understanding-the-securities-laws/468030?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Gun jumping (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkRegistering Securities Under the Securities Act of 1933 – the Skills Needed by Securities Lawyers [01:16:09]This panel will analyze the benefits and risks of becoming a “public company” under the Securities Act of 1933. After completing this session, participants will be able to:Understand how to comply with Section 5’s “gun-jumping” and “testing the waters” rulesInterpret Regulation S-K and Regulation S-X requirementsKnow what to be on the lookout for when approaching due diligence and disclosure obligationsImplement best practices for drafting registration statementsUnderstand the implication of the SEC’s policy statement on arbitration provisions in corporate constituent documentsUse the confidential submission and review processRespond to SEC commentsGary M. Brown, Erin Reeves McGinnisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Regulatory Framework of Securities Act Registration, Practising Law Institute, Ch. 3, Securities Law and Practice Deskbook (Sixth Edition) (April 2023)Gary M. BrownSecurities Act Registration Process, Practising Law Institute, Ch. 4, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. BrownSidley Austin LLP, Corporate Governance, The Sidley 2026 SEC Filing Deadline CalendarGary D. GerstmanSidley Austin LLP, Corporate Governance Update, SEC Chair Atkins Announces Initiative to Reform Regulation S-K (January 22, 2026)Gary D. GerstmanPresentation MaterialRegistering Securities Under the Securities Act of 1933 – the Skills Needed by Securities LawyersMike Bradshaw, Erin Reeves McGinnis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468030 468030 25 G3236 1:15:27 https://www.pli.edu/programs/understanding-the-securities-laws/468032?tCode=WTC5_RSS01 Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkIntroduction to the Securities Laws [01:16:40]This session will provide an introduction to the U.S. securities laws, highlighting the sources of securities law and how to approach the subject. Participants will gain an overview of the Securities Act of 1933 and the Securities Exchange Act of 1934. After completing this session, participants will be able to:Explain the fundamental terms of securities laws such as:What is a “security”?What is an “offer”, a “sale”, and a “prospectus”?Who is an “underwriter”?Implement best practices for working with the SECBetter understand the rules for WKSIs, smaller reporting companies, and emerging growth companiesGain familiarity with the integrated disclosure system – Regulation S-K and S-XGary M. BrownThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Approaching Securities Law, Practising Law Institute, Ch. 1, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. BrownReach of Securities Act Regulation, Practising Law Institute, Ch. 5, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownPresentation MaterialIntroduction to the Securities LawsGary M. Brown Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468032 468032 98 G3236 1:16:40 https://www.pli.edu/programs/understanding-the-securities-laws/468033?tCode=WTC5_RSS01 Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkIntroduction to the Securities Laws [01:16:40]This session will provide an introduction to the U.S. securities laws, highlighting the sources of securities law and how to approach the subject. Participants will gain an overview of the Securities Act of 1933 and the Securities Exchange Act of 1934. After completing this session, participants will be able to:Explain the fundamental terms of securities laws such as:What is a “security”?What is an “offer”, a “sale”, and a “prospectus”?Who is an “underwriter”?Implement best practices for working with the SECBetter understand the rules for WKSIs, smaller reporting companies, and emerging growth companiesGain familiarity with the integrated disclosure system – Regulation S-K and S-XGary M. BrownThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Approaching Securities Law, Practising Law Institute, Ch. 1, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. BrownReach of Securities Act Regulation, Practising Law Institute, Ch. 5, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownPresentation MaterialIntroduction to the Securities LawsGary M. Brown Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468033 468033 25 G3236 1:15:59 https://www.pli.edu/programs/understanding-the-securities-laws/468031?tCode=WTC5_RSS01 Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkIntroduction to the Securities Laws [01:16:40]This session will provide an introduction to the U.S. securities laws, highlighting the sources of securities law and how to approach the subject. Participants will gain an overview of the Securities Act of 1933 and the Securities Exchange Act of 1934. After completing this session, participants will be able to:Explain the fundamental terms of securities laws such as:What is a “security”?What is an “offer”, a “sale”, and a “prospectus”?Who is an “underwriter”?Implement best practices for working with the SECBetter understand the rules for WKSIs, smaller reporting companies, and emerging growth companiesGain familiarity with the integrated disclosure system – Regulation S-K and S-XGary M. BrownThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Approaching Securities Law, Practising Law Institute, Ch. 1, Securities Law and Practice Deskbook (Sixth Edition) (October 2025)Gary M. BrownReach of Securities Act Regulation, Practising Law Institute, Ch. 5, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownPresentation MaterialIntroduction to the Securities LawsGary M. Brown Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468031 468031 163 G3236 1:16:40 https://www.pli.edu/programs/understanding-the-securities-laws/468023?tCode=WTC5_RSS01 Securities litigation Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Form 10-K Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkReporting Under the Exchange Act [01:29:19]This panel will provide an overview of the triggers for Exchange Act reporting obligations. The discussion will address forms 10-K, 10-Q, and 8-K. After completing this session, participants will be able to:Better understand the “duty to disclose”Make materiality determinationsPrepare disclosures regarding non-GAAP financial measuresDetermine Exchange Act filing status, (e.g. accelerated filer)Implement best practices for disclosure to securities analysts and press while complying with Regulation FDDistinguish “safe harbors” for forward-looking statementsBetter determine reporting requirements for third parties, including Schedule 13Ds and 13GsBegin to be prepared for proposed amendments to reporting requirementsGary D. Gerstman, Lillian TsuThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Resales of Securities Under the Securities Act, Practising Law Institute, Ch. 7, Securities Law and Practice Deskbook (Sixth Edition) (September 2023)Gary M. BrownRegistration and Periodic Reporting Under the Exchange Act, Practising Law Institute, Ch. 9, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownPresentation MaterialReporting Under the Exchange ActGary D. Gerstman, Lillian Tsu Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468023 468023 98 G3236 1:29:19 https://www.pli.edu/programs/understanding-the-securities-laws/468022?tCode=WTC5_RSS01 Securities litigation Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Form 10-K Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkReporting Under the Exchange Act [01:29:19]This panel will provide an overview of the triggers for Exchange Act reporting obligations. The discussion will address forms 10-K, 10-Q, and 8-K. After completing this session, participants will be able to:Better understand the “duty to disclose”Make materiality determinationsPrepare disclosures regarding non-GAAP financial measuresDetermine Exchange Act filing status, (e.g. accelerated filer)Implement best practices for disclosure to securities analysts and press while complying with Regulation FDDistinguish “safe harbors” for forward-looking statementsBetter determine reporting requirements for third parties, including Schedule 13Ds and 13GsBegin to be prepared for proposed amendments to reporting requirementsGary D. Gerstman, Lillian TsuThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Resales of Securities Under the Securities Act, Practising Law Institute, Ch. 7, Securities Law and Practice Deskbook (Sixth Edition) (September 2023)Gary M. BrownRegistration and Periodic Reporting Under the Exchange Act, Practising Law Institute, Ch. 9, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownPresentation MaterialReporting Under the Exchange ActGary D. Gerstman, Lillian Tsu Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468022 468022 163 G3236 1:29:19 https://www.pli.edu/programs/understanding-the-securities-laws/468024?tCode=WTC5_RSS01 Securities litigation Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Form 10-K Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkReporting Under the Exchange Act [01:29:19]This panel will provide an overview of the triggers for Exchange Act reporting obligations. The discussion will address forms 10-K, 10-Q, and 8-K. After completing this session, participants will be able to:Better understand the “duty to disclose”Make materiality determinationsPrepare disclosures regarding non-GAAP financial measuresDetermine Exchange Act filing status, (e.g. accelerated filer)Implement best practices for disclosure to securities analysts and press while complying with Regulation FDDistinguish “safe harbors” for forward-looking statementsBetter determine reporting requirements for third parties, including Schedule 13Ds and 13GsBegin to be prepared for proposed amendments to reporting requirementsGary D. Gerstman, Lillian TsuThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Resales of Securities Under the Securities Act, Practising Law Institute, Ch. 7, Securities Law and Practice Deskbook (Sixth Edition) (September 2023)Gary M. BrownRegistration and Periodic Reporting Under the Exchange Act, Practising Law Institute, Ch. 9, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownPresentation MaterialReporting Under the Exchange ActGary D. Gerstman, Lillian Tsu Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468024 468024 25 G3236 1:28:37 https://www.pli.edu/programs/understanding-the-securities-laws/468010?tCode=WTC5_RSS01 Clawback provisions Corporate governance Shareholders (Corporate governance) Regulation, compliance, and enforcement (Securities and other financial products) Proxy statements Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkProxy Solicitations in an Age of Corporate Activism [01:15:53]This panel will provide an overview of the contents of the annual meeting proxy statement, and will review the regulatory scheme for proxy solicitations. After completing this session, participants will be able to:Identify the eligibility requirements and resubmission thresholds for shareholder proposals and provide insights on the 2026 proxy seasonAnalyze proxy contests and shareholder activismImplement timely best practices on formatting and presentation of proxy statements as communication toolsBetter understand the developments in compensation and corporate governance and how they affect proxy disclosuresDraft disclosures relative to “clawbacks” and compensation recovery analysesUnderstand the implications of “close in time” option grant disclosuresDiscuss lessons learned through the third proxy season with the universal proxy rule and pay versus performance disclosuresAppreciate the developments in the regulation of proxy advisorsMatthew H. Behrens, Edward Greene The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Regulation of Proxy Solicitations, Practising Law Institute, Ch. 10, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. Brown Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468010 468010 163 G3236 1:15:53 https://www.pli.edu/programs/understanding-the-securities-laws/468012?tCode=WTC5_RSS01 Clawback provisions Corporate governance Shareholders (Corporate governance) Regulation, compliance, and enforcement (Securities and other financial products) Proxy statements Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkProxy Solicitations in an Age of Corporate Activism [01:15:53]This panel will provide an overview of the contents of the annual meeting proxy statement, and will review the regulatory scheme for proxy solicitations. After completing this session, participants will be able to:Identify the eligibility requirements and resubmission thresholds for shareholder proposals and provide insights on the 2026 proxy seasonAnalyze proxy contests and shareholder activismImplement timely best practices on formatting and presentation of proxy statements as communication toolsBetter understand the developments in compensation and corporate governance and how they affect proxy disclosuresDraft disclosures relative to “clawbacks” and compensation recovery analysesUnderstand the implications of “close in time” option grant disclosuresDiscuss lessons learned through the third proxy season with the universal proxy rule and pay versus performance disclosuresAppreciate the developments in the regulation of proxy advisorsMatthew H. Behrens, Edward Greene The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Regulation of Proxy Solicitations, Practising Law Institute, Ch. 10, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. Brown Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468012 468012 25 G3236 1:15:12 https://www.pli.edu/programs/understanding-the-securities-laws/468011?tCode=WTC5_RSS01 Clawback provisions Corporate governance Shareholders (Corporate governance) Regulation, compliance, and enforcement (Securities and other financial products) Proxy statements Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkProxy Solicitations in an Age of Corporate Activism [01:15:53]This panel will provide an overview of the contents of the annual meeting proxy statement, and will review the regulatory scheme for proxy solicitations. After completing this session, participants will be able to:Identify the eligibility requirements and resubmission thresholds for shareholder proposals and provide insights on the 2026 proxy seasonAnalyze proxy contests and shareholder activismImplement timely best practices on formatting and presentation of proxy statements as communication toolsBetter understand the developments in compensation and corporate governance and how they affect proxy disclosuresDraft disclosures relative to “clawbacks” and compensation recovery analysesUnderstand the implications of “close in time” option grant disclosuresDiscuss lessons learned through the third proxy season with the universal proxy rule and pay versus performance disclosuresAppreciate the developments in the regulation of proxy advisorsMatthew H. Behrens, Edward Greene The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Regulation of Proxy Solicitations, Practising Law Institute, Ch. 10, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. Brown Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468011 468011 98 G3236 1:15:53 https://www.pli.edu/programs/understanding-the-securities-laws/468016?tCode=WTC5_RSS01 Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Liabilities (Securities filings and financial statements) Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkLiability for Securities Law Violations – Part One [01:16:50]This panel will delve into consequences of violating the Securities Act of 1933 and the Securities Act of 1934, primarily from the standpoint of corporate issuers. After completing this session, participants will be able to:Interpret sections 11, 12, 15, and 17 of the Securities ActUnderstand the continuing implications of Slack, and issues related to direct listings and tracingMake sense of Sections 10, 16, 18, and 20 of the Exchange ActAnalyze various theories of insider tradingUnderstand the implications of Panuwat (“shadow training”)Lisa R. Bugni, Douglas I. Koff, Jennifer B. Luz, Erin Reeves McGinnis, John J. SikoraThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Liability for Securities Act Violations, Practising Law Institute, Ch. 8, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownFraud Under Rule 10b-5 and Related Issues, Practising Law Institute, Ch. 12, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownThe Basics of Private Actions for Securities Law Violations (March 2026)Lisa R. BugniPresentation MaterialLiability for Securities Law Violations – Part OneLisa R. Bugni, Douglas I. Koff, John J. Sikora, Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468016 468016 163 G3236 1:16:50 https://www.pli.edu/programs/understanding-the-securities-laws/468018?tCode=WTC5_RSS01 Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Liabilities (Securities filings and financial statements) Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkLiability for Securities Law Violations – Part One [01:16:50]This panel will delve into consequences of violating the Securities Act of 1933 and the Securities Act of 1934, primarily from the standpoint of corporate issuers. After completing this session, participants will be able to:Interpret sections 11, 12, 15, and 17 of the Securities ActUnderstand the continuing implications of Slack, and issues related to direct listings and tracingMake sense of Sections 10, 16, 18, and 20 of the Exchange ActAnalyze various theories of insider tradingUnderstand the implications of Panuwat (“shadow training”)Lisa R. Bugni, Douglas I. Koff, Jennifer B. Luz, Erin Reeves McGinnis, John J. SikoraThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Liability for Securities Act Violations, Practising Law Institute, Ch. 8, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownFraud Under Rule 10b-5 and Related Issues, Practising Law Institute, Ch. 12, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownThe Basics of Private Actions for Securities Law Violations (March 2026)Lisa R. BugniPresentation MaterialLiability for Securities Law Violations – Part OneLisa R. Bugni, Douglas I. Koff, John J. Sikora, Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468018 468018 25 G3236 1:16:08 https://www.pli.edu/programs/understanding-the-securities-laws/468017?tCode=WTC5_RSS01 Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Liabilities (Securities filings and financial statements) Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkLiability for Securities Law Violations – Part One [01:16:50]This panel will delve into consequences of violating the Securities Act of 1933 and the Securities Act of 1934, primarily from the standpoint of corporate issuers. After completing this session, participants will be able to:Interpret sections 11, 12, 15, and 17 of the Securities ActUnderstand the continuing implications of Slack, and issues related to direct listings and tracingMake sense of Sections 10, 16, 18, and 20 of the Exchange ActAnalyze various theories of insider tradingUnderstand the implications of Panuwat (“shadow training”)Lisa R. Bugni, Douglas I. Koff, Jennifer B. Luz, Erin Reeves McGinnis, John J. SikoraThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Liability for Securities Act Violations, Practising Law Institute, Ch. 8, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownFraud Under Rule 10b-5 and Related Issues, Practising Law Institute, Ch. 12, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownThe Basics of Private Actions for Securities Law Violations (March 2026)Lisa R. BugniPresentation MaterialLiability for Securities Law Violations – Part OneLisa R. Bugni, Douglas I. Koff, John J. Sikora, Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468017 468017 98 G3236 1:16:50 https://www.pli.edu/programs/understanding-the-securities-laws/468013?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Liabilities (Securities filings and financial statements) Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkLiability for Securities Law Violations – Part Two: Individual Liability [01:15:48]This panel will focus on certain liabilities that face individuals under the federal securities laws, including an in-depth review of Section 16 of the Exchange Act and individual requirements for reporting and liability. After completing this session, participants will be able to:Better understand the implications of delinquent Section 16 filings and the implications of the changes in reporting “gifts”Be prepared to address potential issues arising out of “clawback” policies and recovery of excess incentive compensationAnalyze pertinent litigation and SEC enforcement actionsRecommend best practices based on developments in the use of 10b5-1 plans and related disclosuresDouglas I. Koff, Erin Reeves McGinnis, Jennifer B. Luz, Daniel LossThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Disgorgements Under Exchange Act Section 16(b) and Securities Law “Clawback” Provisions, Practising Law Institute, Ch. 13, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownOverview of Section 16 of the Securities Exchange Act of 1934 (March 2026)Erin Reeves McGinnisStock Ownership by Insiders: Section 16 and Rule 10B5-1 Trading Plans (March 2026)Erin Reeves McGinnisPresentation MaterialLiability for Securities Law Violations – Part Two: Individual LiabilityDouglas I. Koff, Daniel Loss, Jennifer B. Luz, Erin Reeves McGinnis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468013 468013 163 G3236 1:15:48 https://www.pli.edu/programs/understanding-the-securities-laws/468014?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Liabilities (Securities filings and financial statements) Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkLiability for Securities Law Violations – Part Two: Individual Liability [01:15:48]This panel will focus on certain liabilities that face individuals under the federal securities laws, including an in-depth review of Section 16 of the Exchange Act and individual requirements for reporting and liability. After completing this session, participants will be able to:Better understand the implications of delinquent Section 16 filings and the implications of the changes in reporting “gifts”Be prepared to address potential issues arising out of “clawback” policies and recovery of excess incentive compensationAnalyze pertinent litigation and SEC enforcement actionsRecommend best practices based on developments in the use of 10b5-1 plans and related disclosuresDouglas I. Koff, Erin Reeves McGinnis, Jennifer B. Luz, Daniel LossThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Disgorgements Under Exchange Act Section 16(b) and Securities Law “Clawback” Provisions, Practising Law Institute, Ch. 13, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownOverview of Section 16 of the Securities Exchange Act of 1934 (March 2026)Erin Reeves McGinnisStock Ownership by Insiders: Section 16 and Rule 10B5-1 Trading Plans (March 2026)Erin Reeves McGinnisPresentation MaterialLiability for Securities Law Violations – Part Two: Individual LiabilityDouglas I. Koff, Daniel Loss, Jennifer B. Luz, Erin Reeves McGinnis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468014 468014 98 G3236 1:15:48 https://www.pli.edu/programs/understanding-the-securities-laws/468015?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Liabilities (Securities filings and financial statements) Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkLiability for Securities Law Violations – Part Two: Individual Liability [01:15:48]This panel will focus on certain liabilities that face individuals under the federal securities laws, including an in-depth review of Section 16 of the Exchange Act and individual requirements for reporting and liability. After completing this session, participants will be able to:Better understand the implications of delinquent Section 16 filings and the implications of the changes in reporting “gifts”Be prepared to address potential issues arising out of “clawback” policies and recovery of excess incentive compensationAnalyze pertinent litigation and SEC enforcement actionsRecommend best practices based on developments in the use of 10b5-1 plans and related disclosuresDouglas I. Koff, Erin Reeves McGinnis, Jennifer B. Luz, Daniel LossThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Disgorgements Under Exchange Act Section 16(b) and Securities Law “Clawback” Provisions, Practising Law Institute, Ch. 13, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownOverview of Section 16 of the Securities Exchange Act of 1934 (March 2026)Erin Reeves McGinnisStock Ownership by Insiders: Section 16 and Rule 10B5-1 Trading Plans (March 2026)Erin Reeves McGinnisPresentation MaterialLiability for Securities Law Violations – Part Two: Individual LiabilityDouglas I. Koff, Daniel Loss, Jennifer B. Luz, Erin Reeves McGinnis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468015 468015 25 G3236 1:15:06 https://www.pli.edu/programs/understanding-the-securities-laws/468007?tCode=WTC5_RSS01 Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Professional conduct Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkNavigating Ethics and Professionalism Requirements in Securities Law Practice [01:46:24]This panel will address the legal ethics rules and will share best practices for complying with the ethics and professional responsibility rules that attorneys in SEC practice encounter regularly. After completing this session, participants will be able to:Analyze ethical implications of whistleblower rules and their applicationBetter understand professional responsibility implications of lawyers as gatekeepers and investigational targetsAnticipate the legal ethical considerations that arise in preparing SEC filingsKnow how to comply with professional responsibility obligations in FCPA and other internal investigationsIdentify the legal ethical considerations in counseling clients on disclosure obligationsGregory Boyle, Ellen M. WheelerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics Issues Relating to Securities Lawyers—All Signs Point to More Enforcement Actions Against Lawyers (April 14, 2023)Ellen M. WheelerPresentation MaterialNavigating Ethics and Professionalism Requirements in Securities Law PracticeGregory M. Boyle, Ellen M. Wheeler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468007 468007 163 G3236 1:46:24 https://www.pli.edu/programs/understanding-the-securities-laws/468009?tCode=WTC5_RSS01 Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Professional conduct Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkNavigating Ethics and Professionalism Requirements in Securities Law Practice [01:46:24]This panel will address the legal ethics rules and will share best practices for complying with the ethics and professional responsibility rules that attorneys in SEC practice encounter regularly. After completing this session, participants will be able to:Analyze ethical implications of whistleblower rules and their applicationBetter understand professional responsibility implications of lawyers as gatekeepers and investigational targetsAnticipate the legal ethical considerations that arise in preparing SEC filingsKnow how to comply with professional responsibility obligations in FCPA and other internal investigationsIdentify the legal ethical considerations in counseling clients on disclosure obligationsGregory Boyle, Ellen M. WheelerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics Issues Relating to Securities Lawyers—All Signs Point to More Enforcement Actions Against Lawyers (April 14, 2023)Ellen M. WheelerPresentation MaterialNavigating Ethics and Professionalism Requirements in Securities Law PracticeGregory M. Boyle, Ellen M. Wheeler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468009 468009 25 G3236 1:45:42 https://www.pli.edu/programs/understanding-the-securities-laws/468008?tCode=WTC5_RSS01 Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Professional conduct Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkNavigating Ethics and Professionalism Requirements in Securities Law Practice [01:46:24]This panel will address the legal ethics rules and will share best practices for complying with the ethics and professional responsibility rules that attorneys in SEC practice encounter regularly. After completing this session, participants will be able to:Analyze ethical implications of whistleblower rules and their applicationBetter understand professional responsibility implications of lawyers as gatekeepers and investigational targetsAnticipate the legal ethical considerations that arise in preparing SEC filingsKnow how to comply with professional responsibility obligations in FCPA and other internal investigationsIdentify the legal ethical considerations in counseling clients on disclosure obligationsGregory Boyle, Ellen M. WheelerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics Issues Relating to Securities Lawyers—All Signs Point to More Enforcement Actions Against Lawyers (April 14, 2023)Ellen M. WheelerPresentation MaterialNavigating Ethics and Professionalism Requirements in Securities Law PracticeGregory M. Boyle, Ellen M. Wheeler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468008 468008 98 G3236 1:46:24 https://www.pli.edu/programs/understanding-the-securities-laws/468027?tCode=WTC5_RSS01 Private placement Financial services Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkSecurities Act Exemptions [01:15:25]This panel will compare exempt securities versus exempt transactions. After completing this session, participants will be able to:Better understand the concept integrationProperly approach the issue of “general solicitation”Review private placements, including offering under Rules 504 and 506 of Regulation DGain insight into the importance of “accredited investors”Explain various types of exempt offerings, such as:Regulation A+ offerings“Intrastate” offeringsAnalyze employee equity awards, including Rule 701Manage resales of restricted and controlled securities with an overview of:Rule 144Rule 144ASection 4(a)(7)Section 4(a)(1 1/2)Gary M. Brown, Michael A. LevittThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Securities Act Registration Exemptions, Practising Law Institute, Ch. 6, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownPresentation MaterialSecurities Act ExemptionsGary M. Brown, Michael A. Levitt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468027 468027 25 G3236 1:15:26 https://www.pli.edu/programs/understanding-the-securities-laws/468026?tCode=WTC5_RSS01 Private placement Financial services Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkSecurities Act Exemptions [01:15:25]This panel will compare exempt securities versus exempt transactions. After completing this session, participants will be able to:Better understand the concept integrationProperly approach the issue of “general solicitation”Review private placements, including offering under Rules 504 and 506 of Regulation DGain insight into the importance of “accredited investors”Explain various types of exempt offerings, such as:Regulation A+ offerings“Intrastate” offeringsAnalyze employee equity awards, including Rule 701Manage resales of restricted and controlled securities with an overview of:Rule 144Rule 144ASection 4(a)(7)Section 4(a)(1 1/2)Gary M. Brown, Michael A. LevittThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Securities Act Registration Exemptions, Practising Law Institute, Ch. 6, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownPresentation MaterialSecurities Act ExemptionsGary M. Brown, Michael A. Levitt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468026 468026 98 G3236 1:16:07 https://www.pli.edu/programs/understanding-the-securities-laws/468025?tCode=WTC5_RSS01 Private placement Financial services Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkSecurities Act Exemptions [01:15:25]This panel will compare exempt securities versus exempt transactions. After completing this session, participants will be able to:Better understand the concept integrationProperly approach the issue of “general solicitation”Review private placements, including offering under Rules 504 and 506 of Regulation DGain insight into the importance of “accredited investors”Explain various types of exempt offerings, such as:Regulation A+ offerings“Intrastate” offeringsAnalyze employee equity awards, including Rule 701Manage resales of restricted and controlled securities with an overview of:Rule 144Rule 144ASection 4(a)(7)Section 4(a)(1 1/2)Gary M. Brown, Michael A. LevittThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Securities Act Registration Exemptions, Practising Law Institute, Ch. 6, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownPresentation MaterialSecurities Act ExemptionsGary M. Brown, Michael A. Levitt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468025 468025 163 G3236 1:16:07 https://www.pli.edu/programs/understanding-the-securities-laws/468021?tCode=WTC5_RSS01 Mergers and acquisitions Tender offers Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkSecurities Law Aspects of Mergers, Acquisitions, and Other Corporate Transactions [01:01:10]This panel will address how the federal securities laws apply to mergers, acquisitions and other transactions. After completing this session, participants will be able to:Improve their understanding of mergers:Rule 145Exemptions from registration, including Regulation D and Section 3(a)(10)Form S-4 registrationRules 165 and 425Voting and support agreementsReview third-party tender offersAnalyze the interrelationship of securities laws with state corporate laws and stock exchange requirementsExamine issuer tender offers and going-private transactionsUnderstand fairness and other “expert” opinions in securities filingsGary Brown, Richard T. RossThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Regulation of Tender Offers, Practising Law Institute, Ch. 11, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownPresentation MaterialSecurities Law Aspects of Mergers, Acquisitions, and Other Corporate TransactionsGary M. Brown, Richard T. Ross Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468021 468021 25 G3236 1:01:11 https://www.pli.edu/programs/understanding-the-securities-laws/468020?tCode=WTC5_RSS01 Mergers and acquisitions Tender offers Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkSecurities Law Aspects of Mergers, Acquisitions, and Other Corporate Transactions [01:01:10]This panel will address how the federal securities laws apply to mergers, acquisitions and other transactions. After completing this session, participants will be able to:Improve their understanding of mergers:Rule 145Exemptions from registration, including Regulation D and Section 3(a)(10)Form S-4 registrationRules 165 and 425Voting and support agreementsReview third-party tender offersAnalyze the interrelationship of securities laws with state corporate laws and stock exchange requirementsExamine issuer tender offers and going-private transactionsUnderstand fairness and other “expert” opinions in securities filingsGary Brown, Richard T. RossThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Regulation of Tender Offers, Practising Law Institute, Ch. 11, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownPresentation MaterialSecurities Law Aspects of Mergers, Acquisitions, and Other Corporate TransactionsGary M. Brown, Richard T. Ross Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468020 468020 98 G3236 1:01:52 https://www.pli.edu/programs/understanding-the-securities-laws/468019?tCode=WTC5_RSS01 Mergers and acquisitions Tender offers Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded June 2 - 3, 2026 in New YorkSecurities Law Aspects of Mergers, Acquisitions, and Other Corporate Transactions [01:01:10]This panel will address how the federal securities laws apply to mergers, acquisitions and other transactions. After completing this session, participants will be able to:Improve their understanding of mergers:Rule 145Exemptions from registration, including Regulation D and Section 3(a)(10)Form S-4 registrationRules 165 and 425Voting and support agreementsReview third-party tender offersAnalyze the interrelationship of securities laws with state corporate laws and stock exchange requirementsExamine issuer tender offers and going-private transactionsUnderstand fairness and other “expert” opinions in securities filingsGary Brown, Richard T. RossThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Regulation of Tender Offers, Practising Law Institute, Ch. 11, Securities Law and Practice Deskbook (Sixth Edition) (May 2026)Gary M. BrownPresentation MaterialSecurities Law Aspects of Mergers, Acquisitions, and Other Corporate TransactionsGary M. Brown, Richard T. Ross Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468019 468019 163 G3236 1:01:52 https://www.pli.edu/programs/consumer-financial-services-2023-highlights/440562?tCode=WTC5_RSS01 Banking and finance Consumer finance Financial services 2026 has been a pivotal year for the consumer financial services industry, marked by significant regulatory developments at both the federal and state levels. At the same time, private litigation and state enforcement activity continue to be major drivers shaping the industry. This program will provide a comprehensive roundup of the most important consumer financial services developments of 2026, while offering practical insights into emerging trends and key issues likely to shape the year ahead. Attendees will hear from leading practitioners and industry professionals on the latest developments affecting compliance, enforcement, litigation, and business strategy.This program is part of PLI’s continuing series of consumer financial services events and builds on the discussions and insights from earlier programs held throughout the year. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440562 440562 13 G4674 2026-12-08T21:30:00Z 4:31:30 San Francisco CA USA https://www.pli.edu/programs/pennsylvania-bridge-the-gap/442406?tCode=WTC5_RSS01 Ethics and professional responsibility Newly admitted attorneys in Pennsylvania must complete four hours of CLE Bridge-the-Gap training prior to their first CLE requirement deadline. Satisfy this mandatory requirement and learn information important to your practice by attending PLI’s Pennsylvania Bridge-the-Gap webcast program. This program will only take place as a live webcast and will not be available on demand. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442406 442406 13 G3403 2026-12-08T22:00:00Z 4:01:20 New York NY USA https://www.pli.edu/catalog/publications/treatise/the-corporate-tax-practice-series-strategies-for-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/275014?tCode=WTC5_RSS01 Accounting and financial reporting Corporate tax Regulation, compliance, and enforcement (Tax) Tax planning and strategy Thirty-one-volume set offering comprehensive coverage of the tax issues encountered in major corporate transactions. Also includes important historical perspectives on tax legislation, rules, regulations, and case law. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 275014 275014 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/likelihood-of-confusion-in-trademark-law/46331?tCode=WTC5_RSS01 Intellectual property Trademarks Likelihood of confusion Trademark litigation Comprehensive coverage of the case law that shapes a key concept of trademark law, with a full-color appendix of trademarks that have been judged confusing, or not confusing, in litigated cases. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 46331 46331 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/langer-on-practical-international-tax-planning/239302?tCode=WTC5_RSS01 International tax Tax Regulation, compliance, and enforcement (Tax) Tax planning and strategy Expert advice attorneys need to help clients capitalize on ripe tax havens and financial centers. Stocked with case studies illustrating sound planning approaches for selecting the right territories; and deploying the right instruments within each territory to eliminate, reduce, or defer taxes. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 239302 239302 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/langer-on-practical-international-tax-planning/309385?tCode=WTC5_RSS01 International tax Tax Regulation, compliance, and enforcement (Tax) Tax planning and strategy Langer on Practical International Tax Planning provides current knowledge and expert advice attorneys need to help clients capitalize on ripe tax havens and financial centers.Stocked with case studies that illustrate sound planning approaches, this book enables you to:Select the right territories for each clientDeploy the right instruments within each territory to eliminate, reduce, or defer taxesAvoid planning missteps that trigger tax problemsUse local contacts to open doors to tax havensRespond effectively to changing tax planning situations in specific havens and financial centers Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 309385 309385 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/principles-of-appellate-litigation-a-guide-to-modern-practice/317394?tCode=WTC5_RSS01 Appeals Appellate advocacy Appellate procedure Practice skills (Litigation) Your guide to appellate litigation as it is practiced today. This treatise covers all aspects of appellate practice, from issue preservation at trial to Supreme Court review. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 317394 317394 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/principles-of-appellate-litigation-a-guide-to-modern-practice/331400?tCode=WTC5_RSS01 Appeals Appellate advocacy Appellate procedure Practice skills (Litigation) Principles of Appellate Litigation is your guide to appellate litigation as it is practiced today. This treatise covers all aspects of appellate practice, from issue preservation at trial to Supreme Court review, helping readers to plan an approach for handling an appeal from start to finish, learn specific techniques and strategies for improving their written and oral advocacy, and answer procedural and technical questions.For generalist litigators and inexperienced appellate lawyers, this book provides an invaluable introduction to modern appellate practice. For the experienced attorney looking to take his or her skills to the next level, leading appellate advocate Mark Harris and a team of expert litigators offer hard-won insights into doctrine, strategy, and technique.Written in the engaging, thoughtful, and thorough style one would expect from top appellate advocates, the book also includes practice tips, checklists, and excerpts from actual briefs analyzing the strategic choices of the authors as well as the mechanics of their written advocacy. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 331400 331400 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/federal-bail-and-detention-handbook/369187?tCode=WTC5_RSS01 Criminal litigation Criminal procedure Federal Bail and Detention Handbook serves as a comprehensive guide to the Bail Reform Act of 1984, featuring relevant statutory language, legislative history and appellate case law, and includes “Practice Pointers” for both defense counsel and government attorneys. The book analyzes each step of the process, including: requirements at the initial appearance; factors courts consider in determining whether bail should be granted; conditions that may properly be attached to a release on bail; proper procedures to be taken when there is a failure to appear; and appeal of orders of release and detention. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 369187 369187 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/federal-bail-and-detention-handbook/396685?tCode=WTC5_RSS01 Criminal litigation Criminal procedure Concise but comprehensive guide to the Bail Reform Act of 1984. Provides easy access to the relevant statutory language, legislative history and appellate case law. Numerous “Practice Pointers” for both defense counsel and Assistant U.S. Attorneys, and several forms by the Administrative Office of the U.S. Courts. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 396685 396685 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/federal-bail-and-detention-handbook/422994?tCode=WTC5_RSS01 Criminal litigation Criminal procedure Concise but comprehensive guide to the Bail Reform Act of 1984, presenting the relevant statutory language, legislative history and appellate case law, and including “Practice Pointers” for both defense counsel and Assistant U.S. Attorneys. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 422994 422994 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/federal-bail-and-detention-handbook/447967?tCode=WTC5_RSS01 Criminal litigation Criminal procedure Federal Bail and Detention Handbook serves as a comprehensive guide to the Bail Reform Act of 1984, featuring relevant statutory language, legislative history and appellate case law, and includes “Practice Pointers” for both defense counsel and government attorneys. The book analyzes each step of the process, including: requirements at the initial appearance; factors courts consider in determining whether bail should be granted; conditions that may properly be attached to a release on bail; proper procedures to be taken when there is a failure to appear; and appeal of orders of release and detention. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447967 447967 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/accountants-liability/308198?tCode=WTC5_RSS01 Accountants' liability Auditing Liabilities (Securities filings and financial statements) Accountants’ Liability is a comprehensive reference guide to auditor liability jurisprudence and defense strategies. For lawyers who represent accounting firms and their associated personnel, and in-house counsel at accounting firms, the book highlights defense strategies in both civil litigation and regulatory matters, inclusive of matters before the primary regulators of the profession—the Public Company Accounting Oversight Board (PCAOB) and the U.S. Securities and Exchange Commission (SEC).Written by lawyers with decades of experience working at the regulators of the profession and representing accounting firms and their personnel, Accountants’ Liability helps the reader understand how to approach a regulatory investigation and the applicable laws, rules, and professional standards promulgated by the FASB, AICPA, and NASBA and other organizations that govern the profession. Every year, the authors fully update the book with the latest key case law relevant to various defenses and privilege/protection assertions, the sources of current claims, the relevant legal theories, and the strategies and tactics used by the parties in litigating such claims.The digital edition of Accountants’ Liability (Third Edition) now includes a CPE self-study module, offering accounting professionals a convenient way to earn Continuing Professional Education (CPE) credit.Course Overview:This module will focus on:·       Governance of the accounting profession, including key federal, state, and professional regulatory bodies;·       Standards of professional conduct;·       Standards for tax practice and other professional standards, including liability and independence standards.CPE Program Level: OverviewIntended Audience: CPAs, tax accountants, tax lawyers, in-house tax professionals, taxpayers, government attorneys, and others interested in the governance of the accounting profession and its standards of practice and professional conduct.Prerequisites: A general knowledge of the professional standards for accountants.Advanced Preparation: NoneInstructional Method: QAS Self-StudyUpdated: June 2026Credit Information: 1 CPE credit is available upon completion of this program’s 3 content-review questions and a minimum passing score of 70% on the 5-question final exam. The CPE exam is required in accordance with NASBA Standard 9 – 04. You have unlimited retakes and up to one year to access this exam and achieve a passing score for CPE credit.Practising Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 308198 308198 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/accountants-liability/367401?tCode=WTC5_RSS01 Accountants' liability Auditing Liabilities (Securities filings and financial statements) Valuable reference for any litigation involving accountants/auditing firms. Examines the theories under which claims are made, their relative advantages, and possible defenses—including breach of contract, negligence, fraud, breach of fiduciary duty, and state and federal securities laws violations. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 367401 367401 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/accountants-liability/595?tCode=WTC5_RSS01 Accountants' liability Auditing Liabilities (Securities filings and financial statements) Accountants’ Liability is a comprehensive reference guide to auditor liability jurisprudence and defense strategies. For lawyers who represent accounting firms and their associated personnel, and in-house counsel at accounting firms, the book highlights defense strategies in both civil litigation and regulatory matters, inclusive of matters before the primary regulators of the profession—the Public Company Accounting Oversight Board (PCAOB) and the U.S. Securities and Exchange Commission (SEC).Written by lawyers with decades of experience working at the regulators of the profession and representing accounting firms and their personnel, Accountants’ Liability helps the reader understand how to approach a regulatory investigation and the applicable laws, rules, and professional standards promulgated by the FASB, AICPA, and NASBA and other organizations that govern the profession. Every year, the authors fully update the book with the latest key case law relevant to various defenses and privilege/protection assertions, the sources of current claims, the relevant legal theories, and the strategies and tactics used by the parties in litigating such claims.The digital edition of Accountants’ Liability (Third Edition) now includes a CPE self-study module, offering accounting professionals a convenient way to earn Continuing Professional Education (CPE) credit.Course Overview:This module will focus on:·       Governance of the accounting profession, including key federal, state, and professional regulatory bodies;·       Standards of professional conduct;·       Standards for tax practice and other professional standards, including liability and independence standards.CPE Program Level: OverviewIntended Audience: CPAs, tax accountants, tax lawyers, in-house tax professionals, taxpayers, government attorneys, and others interested in the governance of the accounting profession and its standards of practice and professional conduct.Prerequisites: A general knowledge of the professional standards for accountants.Advanced Preparation: NoneInstructional Method: QAS Self-StudyUpdated: June 2026Credit Information: 1 CPE credit is available upon completion of this program’s 3 content-review questions and a minimum passing score of 70% on the 5-question final exam. The CPE exam is required in accordance with NASBA Standard 9 – 04. You have unlimited retakes and up to one year to access this exam and achieve a passing score for CPE credit.Practising Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 595 594 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/patent-claim-construction-and-markman-hearings/38526?tCode=WTC5_RSS01 Intellectual property Patents Patent claims Patent litigation Markman hearings Master the art of claim construction, a crucial stage in patent disputes, and of interest to those drafting claims strategically. Summarizes local rules for Markman hearings of more than thirty federal district courts and prepares patent practitioners for the specialized procedures involved. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 38526 38526 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/employment-law-yearbook/309377?tCode=WTC5_RSS01 Employment and labor Retaliation (Employment discrimination) Regulation, compliance, and enforcement (Employment and labor) Wage and hour Comprehensive overview of the previous year’s most important developments in employment law. Includes current wage-and-hour issues, discrimination, ADA, privacy, whistleblowing, FMLA, privacy, social media, and more. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 309377 309377 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/employment-law-yearbook/343314?tCode=WTC5_RSS01 Employment and labor Retaliation (Employment discrimination) Regulation, compliance, and enforcement (Employment and labor) Wage and hour This annual publication provides a comprehensive overview of U.S. employment law, highlighting significant case law, legislative changes, government agency actions, and other developments of the prior year. Major topics include wage-and-hour laws and litigation; the Office of Federal Con­tract Compliance Programs (OFCCP) and related recent developments, compliance initiatives, case law, and settlements; discrimination based on gender and related characteristics, the Equal Pay Act, and sexual harassment; discrimination based on race, religion, and national origin; age discrimination, the Age Discrimination in Employment Act (ADEA), the Older Workers Benefit Protection Act (OWBPA), and related litigation; equal employment opportunity (EEO) class actions; the Americans with Disabilities Act; employee privacy law and privacy rights litigation; protection of trade secrets; whistleblowing and other retaliation claims; employee blogging, social media use by employees and by employers, related laws and regulations, social media in investigations and litigation; family, medical, and military leave, recent developments under the FMLA and USERRA; and arbitration, the Federal Arbitration Act (FAA), employer-employee arbitration agreements, and disputes. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 343314 343314 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/employment-law-yearbook/369185?tCode=WTC5_RSS01 Employment and labor Retaliation (Employment discrimination) Regulation, compliance, and enforcement (Employment and labor) Wage and hour This annual publication provides a comprehensive overview of U.S. employment law, highlighting significant case law, legislative changes, government agency actions, and other developments of the prior year. Major topics include wage-and-hour laws and litigation; the Office of Federal Con­tract Compliance Programs (OFCCP) and related recent developments, compliance initiatives, case law, and settlements; discrimination based on gender and related characteristics, the Equal Pay Act, and sexual harassment; discrimination based on race, religion, and national origin; age discrimination, the Age Discrimination in Employment Act (ADEA), the Older Workers Benefit Protection Act (OWBPA), and related litigation; equal employment opportunity (EEO) class actions; the Americans with Disabilities Act; employee privacy law and privacy rights litigation; protection of trade secrets; whistleblowing and other retaliation claims; employee blogging, social media use by employees and by employers, related laws and regulations, social media in investigations and litigation; family, medical, and military leave, recent developments under the FMLA and USERRA; and arbitration, the Federal Arbitration Act (FAA), employer-employee arbitration agreements, and disputes. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 369185 369185 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/employment-law-yearbook/396684?tCode=WTC5_RSS01 Employment and labor Retaliation (Employment discrimination) Regulation, compliance, and enforcement (Employment and labor) Wage and hour Comprehensive overview of the previous year’s most important developments in employment law. Includes current wage-and-hour issues, discrimination, ADA, privacy, whistleblowing, FMLA, privacy, social media, and more. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 396684 396684 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/employment-law-yearbook/422996?tCode=WTC5_RSS01 Employment and labor Retaliation (Employment discrimination) Regulation, compliance, and enforcement (Employment and labor) Wage and hour Comprehensive overview of the previous year’s most important developments in employment law. Includes current wage-and-hour issues, discrimination, ADA, privacy, whistleblowing, FMLA, privacy, social media, and more. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 422996 422996 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/employment-law-yearbook/447966?tCode=WTC5_RSS01 Employment and labor Retaliation (Employment discrimination) Regulation, compliance, and enforcement (Employment and labor) Wage and hour Comprehensive overview of the previous year’s most important developments in employment law. Includes current wage-and-hour issues, discrimination, ADA, privacy, whistleblowing, FMLA, privacy, social media, and more. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447966 447966 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/stocker-on-drawing-wills-and-trusts/136476?tCode=WTC5_RSS01 Estates and trusts Estate planning Estate tax Last will and testament Living wills High-quality, comprehensive, field-tested drafting guidance that ensures wills, trusts, and other estate planning documents fully express clients’ wishes without provoking costly legal challenges. Features hundreds of sample forms and clauses and numerous, indispensable appendices. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 136476 136476 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/stocker-on-drawing-wills-and-trusts/309349?tCode=WTC5_RSS01 Estates and trusts Estate planning Estate tax Last will and testament Living wills Stocker on Drawing Wills and Trusts has long been an essential resource for attorneys and estate planners. This guide offers comprehensive, field-tested drafting advice to ensure that wills, trusts, and other estate planning documents accurately reflect clients’ wishes and avoid legal disputes. The book is regularly updated to incorporate the latest developments in the field.Featuring numerous sample forms and clauses, Stocker on Drawing Wills and Trusts provides insights into:·        identifying clients’ goals and concerns before drafting·        converting clients’ objectives into precise provisions·        choosing the right strategies to minimize estate, gift, and GST tax exposure·        balancing tax savings with income tax considerations·        advising on the selection of fiduciaries·        defining the rights, powers, and responsibilities of fiduciaries·        avoiding drafting pitfalls·        and more.This guide is indispensable for specialists in estates, trusts, tax planning, and general practitioners involved in drafting wills, trusts, or other estate planning documents. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 309349 309349 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/stocker-on-drawing-wills-and-trusts/447834?tCode=WTC5_RSS01 Estates and trusts Estate planning Estate tax Last will and testament Living wills High-quality, comprehensive, field-tested drafting guidance that ensures wills, trusts, and other estate planning documents fully express clients’ wishes without provoking costly legal challenges. Features hundreds of sample forms and clauses and numerous, indispensable appendices. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447834 447834 59 0:00:00 https://www.pli.edu/programs/ethics-and-conflicts-of-interest-in-law-practice/chb/443272?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Conflicts of interest Practice skills (Ethics and professional responsibility) This hypothetical-driven program features a distinguished faculty of general counsel from leading law firms, who discuss how conflicts of interest may arise in practice - along with the relevant ethical considerations practitioners should consider. The program engages audience members with real-world conflicts scenarios, prompting them to navigate the potential conflicts and ethics issues before them. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443272 443272 257 G3178 0:00:00 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/440468?tCode=WTC5_RSS01 Private companies Employee benefits Employment and labor Compensation practices of unlisted and other private companies continue to evolve in ways that may not be readily visible. In contrast to listed companies that are required to make public filings that include detailed disclosure about compensation practices, the trends, practices and challenges associated with private companies may be harder to assess. Those who think they have seen it all are again and again surprised because of a new rule, a new market development, or a new competitive factor or product innovation arrives to upend established expectations. Private companies, private equity funds and their portfolio companies, startups, and closely-held mature ventures face relentless competitive compensation considerations and need to be equipped to meet both the legal and commercial challenges. And the trend appears to be more and more companies are “going private” or remaining private.This program is specifically designed to bring leading experts together to discuss advanced developments for experienced practitioners on compensation and other “reward” practices for the non-publicly traded company. They will offer practical insights in addition to sorting through the many legal complexities present. While there is something for practitioners at every level, this program will assume significant knowledge and fluency. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440468 440468 32 G3042 6:30:37 https://www.pli.edu/programs/epas-revocation-of-its-endangerment-finding-and-the-ghg-emission-regulations-for-motor-vehicles/461752?tCode=WTC5_RSS01 Environmental law Environmental issues Greenhouse gases Regulation, compliance, and enforcement (Environmental law) Health care On February 12, 2026, the U.S. Environmental Protection Agency (“EPA”) issued a final rule repealing its earlier finding made in 2009 that the emission of certain greenhouse gases (“GHGs”) from motor vehicles contributes to air pollution that may reasonably be anticipated to endanger public health or welfare. On this basis, the final rule repeals all prior EPA regulation of GHG emissions from motor vehicles.The proposed rulemaking notice that EPA published in 2025 had stated EPA’s tentative finding that anthropogenic GHG emissions do not contribute to global climate change. In contrast, the final rule rests on a legal analysis that concludes that EPA lacks authority to regulate GHG emissions from motor vehicles.The statutory provision at issue is section 202 of the Clean Air Act, which states that the “Administrator shall by regulation prescribe … standards applicable to the emission of any air pollutant from … motor vehicles … which in his judgment cause, or contribute to air pollution which may reasonably be anticipated to endanger public health or welfare.” Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461752 461752 104 G5736 1:00:21 https://www.pli.edu/programs/epas-revocation-of-its-endangerment-finding-and-the-ghg-emission-regulations-for-motor-vehicles/466150?tCode=WTC5_RSS01 Environmental law Environmental issues Greenhouse gases Regulation, compliance, and enforcement (Environmental law) Health care On February 12, 2026, the U.S. Environmental Protection Agency (“EPA”) issued a final rule repealing its earlier finding made in 2009 that the emission of certain greenhouse gases (“GHGs”) from motor vehicles contributes to air pollution that may reasonably be anticipated to endanger public health or welfare. On this basis, the final rule repeals all prior EPA regulation of GHG emissions from motor vehicles.The proposed rulemaking notice that EPA published in 2025 had stated EPA’s tentative finding that anthropogenic GHG emissions do not contribute to global climate change. In contrast, the final rule rests on a legal analysis that concludes that EPA lacks authority to regulate GHG emissions from motor vehicles.The statutory provision at issue is section 202 of the Clean Air Act, which states that the “Administrator shall by regulation prescribe … standards applicable to the emission of any air pollutant from … motor vehicles … which in his judgment cause, or contribute to air pollution which may reasonably be anticipated to endanger public health or welfare.” Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466150 466150 163 G5736 1:01:03 https://www.pli.edu/programs/epas-revocation-of-its-endangerment-finding-and-the-ghg-emission-regulations-for-motor-vehicles/466151?tCode=WTC5_RSS01 Environmental law Environmental issues Greenhouse gases Regulation, compliance, and enforcement (Environmental law) Health care On February 12, 2026, the U.S. Environmental Protection Agency (“EPA”) issued a final rule repealing its earlier finding made in 2009 that the emission of certain greenhouse gases (“GHGs”) from motor vehicles contributes to air pollution that may reasonably be anticipated to endanger public health or welfare. On this basis, the final rule repeals all prior EPA regulation of GHG emissions from motor vehicles.The proposed rulemaking notice that EPA published in 2025 had stated EPA’s tentative finding that anthropogenic GHG emissions do not contribute to global climate change. In contrast, the final rule rests on a legal analysis that concludes that EPA lacks authority to regulate GHG emissions from motor vehicles.The statutory provision at issue is section 202 of the Clean Air Act, which states that the “Administrator shall by regulation prescribe … standards applicable to the emission of any air pollutant from … motor vehicles … which in his judgment cause, or contribute to air pollution which may reasonably be anticipated to endanger public health or welfare.” Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466151 466151 98 G5736 1:01:03 https://www.pli.edu/programs/under-review-with-alex-su--episode-four/462531?tCode=WTC5_RSS01 Law practice management Career development Leadership skills (Career development) Under Review with Alex Su is a CLE series produced in collaboration with Stanford Law School and PLI. This episode of Under Review features engaging examinations of the evolving educational landscapes of law school and continuing legal education.   George Triantis, Dean of Stanford Law School and Sharon Crane, President of Practising Law Institute, lead the episode with a wide-ranging discussion of how legal education for students and practicing lawyers alike can evolve to meet the changing needs of the practice. Despite their learner’s differences, the need for common educational themes emerges presenting new instructional opportunities for law schools and continuing legal education providers to consider.  The program closes with Alex and Shana Simmons, Chief Legal Officer of Zendesk, in conversation, where the role of a modern CLO is defined, if not redefined. This insightful discussion explores what it means to be a CLO in today’s business environment and how a Chief Legal Officer is still “lawyering” when providing strategic counsel even though she is no longer drafting memos.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462531 462531 32 G5756 1:04:12 https://www.pli.edu/programs/navigating-sijs-in-ca/455396?tCode=WTC5_RSS01 Immigration and naturalization Juvenile immigration SIJS Unaccompanied children Undocumented children Please note that this program will be followed by a happy hour for all live attendees and faculty.Special Immigrant Juvenile Status (SIJS) is a critical immigration protection for children that cannot be reunified with one or both parents due to abuse, abandonment, neglect, or a similar basis under state law. This unique form of immigration relief first requires seeking findings from a state court. This program is designed for California attorneys representing children eligible for Special Immigrant Juvenile Status through a guardianship or family court proceeding in California state court. It will provide a practical, step-by-step guide on how to effectively obtain Special Immigrant Juvenile findings in California state court, with a focus on trauma-informed practices and how to establish a strong record for federal immigration approval. Join PLI, Program Co-Chairs Katie Annand and Bhairavi K. Asher, and an experienced faculty of SIJS experts for comprehensive guidance on practicing this area of law in California. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455396 455396 32 G5626 6:39:30 https://www.pli.edu/programs/pro-bono-basics-new-york/442819?tCode=WTC5_RSS01 Corporate law Litigation Public interest law and pro bono This program will introduce best practices for engaging in pro bono representation, address practical issues that often arise, and present strategies and skills for successfully handling them. The program will also focus on key issues for pro bono at corporations in particular, and will include the perspective of in-house, law firm, and legal service organization partners. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442819 442819 32 G3115 3:12:00 https://www.pli.edu/catalog/publications/treatise/unprecedented-designing-a-human-centered-law-firm-when-everything-is-changing/447974?tCode=WTC5_RSS01 Professional development Law practice management Technology in law practice • Addresses the transformational forces reshaping the legal industry • Examines the impact of AI, shifting client expectations, hybrid work, and outdated economic models • Illustrates the process that firms can use to redesign their own approaches, told through the story of a fictional law firm Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447974 447974 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/unprecedented-designing-a-human-centered-law-firm-when-everything-is-changing/467496?tCode=WTC5_RSS01 Professional development Law practice management Technology in law practice Unprecedented: Designing a Human-Centered Law Firm When Everything Is Changing explores how law firms can reinvent themselves amid seismic shifts in the legal industry. Themes are illustrated through the experience of a fictional law firm, as it conducts a week long retreat designed to confront disruptive forces such as generative AI, client power shifts, hybrid work, and outdated economic models. The story reveals the messy human realities of change: fear, resistance, hope, and the courage to design something better. Along the way, readers gain insight into design thinking, change management, lawyer development, client centric service delivery, and alternative pricing—presented not as abstract theory but as lived experience inside a firm fighting for its future.The story reads like a page-turner, but chapters are also filled with practical tools such as reflection questions, frameworks, agendas, and exercises, giving readers a model they can adapt to their own organizations. The result is an engaging, accessible blueprint for law firm leaders, legal innovators, academics, and other legal professionals who want to shape the next era of practice rather than be shaped by it. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467496 467496 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/noncompete-agreements-and-related-restrictive-covenants/396674?tCode=WTC5_RSS01 Employment agreements Noncompetes Focusing on the employment relationship, this guide provides state-by-state review of restrictive covenant laws. Written by experienced practitioners, it’s designed for lawyers (whether outside or in-house counsel) who negotiate, draft, enforce, or defend restrictive covenant agreements. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 396674 396674 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/noncompete-agreements-and-related-restrictive-covenants/457891?tCode=WTC5_RSS01 Employment agreements Noncompetes With all fifty states and Washington, D.C. regulating noncompetes in some form, compliance has become a logistical challenge, particularly for multi-state employers. This publication provides a state-by-state review of the laws of restrictive covenants. It is written by lawyers with extensive experience in noncompete law and is designed for lawyers (whether outside counsel or in-house counsel) who will be negotiating, drafting, enforcing, and counseling clients on restrictive covenant agreements. Following the same framework, each chapter focuses on a single state and provides information on key topics, such as:Statutory references, if anyEnforcement of restrictive covenantsProtectible interestsDrafting considerationsSpecial issues for specific occupationsLitigation considerations, strategies, and remediesThis essential guide provides a clear path for navigating the legal patchwork of restrictive covenant laws. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457891 457891 111 0:00:00 https://www.pli.edu/programs/online-platforms/443061?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Legal technology Technology Online platforms Regulation, compliance, and enforcement (Technology) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443061 443061 3 G3195 2026-12-10T01:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/online-platforms/443062?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Legal technology Technology Online platforms Regulation, compliance, and enforcement (Technology) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443062 443062 13 G3195 2026-12-10T01:00:00Z 8:02:40 San Francisco CA USA https://www.pli.edu/programs/copyright-law-workshop/468266?tCode=WTC5_RSS01 Intellectual property Copyright Taken from the Web Program Recorded May 27, 2026 in San FranciscoCopyright Law Updates and Recent Developments [01:04:12]After completing this session, participants will be able to:Review agency and statutory updatesExamine recent case lawExplore current copyright and AI developmentsRanjini Acharya, Eleanor M. Lackman, Kayvan M. Ghaffari, Daryl LimThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Andrew Nietes, MSK Blog, Intellectual Property, New York State Legislature’s Preliminary Response to AI: Disclosure of “Synthetic Performers” in Advertising and Expanded Prohibitions on “Digital Replicas” of Deceased Performers (December 17, 2025)Eleanor M. LackmanSkyler Terrebonne, MSK Blog, Intellectual Property, Extrinsically Valid or Intrinsically Flawed: Two Judges Question Ninth Circuit’s Test for Substantial Similarity of Copyrightable Expression (January 9, 2026)Eleanor M. LackmanRobert Rotstein, MSK Blog, Intellectual Property, Muddied Harbors: U.S. Supreme Court Holds That ISP Is Not Contributorily Liable for Its Users’ Infringement (March 25, 2026)Eleanor M. LackmanLinda Steinman, et al., Davis Wright Tremaine LLP, Is “Transformative Fair Use” Being Transformed?Kenneth D. MinCallie A. Bjurstromm, Carolyn S. Toto and Jon Jekel, Pillsbury, Internet + Social Media, Supreme Court Confirms Copyright Damages Can Extend Beyond Three-Year Statute of Limitations (May 9, 2024)Ranjini AcharyaEdward A. Cavazos and Jillian Marullo, Pillsbury, Internet + Social Media, Taylor’s Version: A “Mastermind” in IP Ownership (June 3, 2025)Ranjini Acharya Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468266 468266 98 G5386 1:04:12 https://www.pli.edu/programs/copyright-law-workshop/468265?tCode=WTC5_RSS01 Intellectual property Copyright Taken from the Web Program Recorded May 27, 2026 in San FranciscoCopyright Law Updates and Recent Developments [01:04:12]After completing this session, participants will be able to:Review agency and statutory updatesExamine recent case lawExplore current copyright and AI developmentsRanjini Acharya, Eleanor M. Lackman, Kayvan M. Ghaffari, Daryl LimThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Andrew Nietes, MSK Blog, Intellectual Property, New York State Legislature’s Preliminary Response to AI: Disclosure of “Synthetic Performers” in Advertising and Expanded Prohibitions on “Digital Replicas” of Deceased Performers (December 17, 2025)Eleanor M. LackmanSkyler Terrebonne, MSK Blog, Intellectual Property, Extrinsically Valid or Intrinsically Flawed: Two Judges Question Ninth Circuit’s Test for Substantial Similarity of Copyrightable Expression (January 9, 2026)Eleanor M. LackmanRobert Rotstein, MSK Blog, Intellectual Property, Muddied Harbors: U.S. Supreme Court Holds That ISP Is Not Contributorily Liable for Its Users’ Infringement (March 25, 2026)Eleanor M. LackmanLinda Steinman, et al., Davis Wright Tremaine LLP, Is “Transformative Fair Use” Being Transformed?Kenneth D. MinCallie A. Bjurstromm, Carolyn S. Toto and Jon Jekel, Pillsbury, Internet + Social Media, Supreme Court Confirms Copyright Damages Can Extend Beyond Three-Year Statute of Limitations (May 9, 2024)Ranjini AcharyaEdward A. Cavazos and Jillian Marullo, Pillsbury, Internet + Social Media, Taylor’s Version: A “Mastermind” in IP Ownership (June 3, 2025)Ranjini Acharya Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468265 468265 163 G5386 1:04:12 https://www.pli.edu/programs/copyright-law-workshop/468267?tCode=WTC5_RSS01 Intellectual property Copyright Taken from the Web Program Recorded May 27, 2026 in San FranciscoCopyright Law Updates and Recent Developments [01:04:12]After completing this session, participants will be able to:Review agency and statutory updatesExamine recent case lawExplore current copyright and AI developmentsRanjini Acharya, Eleanor M. Lackman, Kayvan M. Ghaffari, Daryl LimThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Andrew Nietes, MSK Blog, Intellectual Property, New York State Legislature’s Preliminary Response to AI: Disclosure of “Synthetic Performers” in Advertising and Expanded Prohibitions on “Digital Replicas” of Deceased Performers (December 17, 2025)Eleanor M. LackmanSkyler Terrebonne, MSK Blog, Intellectual Property, Extrinsically Valid or Intrinsically Flawed: Two Judges Question Ninth Circuit’s Test for Substantial Similarity of Copyrightable Expression (January 9, 2026)Eleanor M. LackmanRobert Rotstein, MSK Blog, Intellectual Property, Muddied Harbors: U.S. Supreme Court Holds That ISP Is Not Contributorily Liable for Its Users’ Infringement (March 25, 2026)Eleanor M. LackmanLinda Steinman, et al., Davis Wright Tremaine LLP, Is “Transformative Fair Use” Being Transformed?Kenneth D. MinCallie A. Bjurstromm, Carolyn S. Toto and Jon Jekel, Pillsbury, Internet + Social Media, Supreme Court Confirms Copyright Damages Can Extend Beyond Three-Year Statute of Limitations (May 9, 2024)Ranjini AcharyaEdward A. Cavazos and Jillian Marullo, Pillsbury, Internet + Social Media, Taylor’s Version: A “Mastermind” in IP Ownership (June 3, 2025)Ranjini Acharya Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468267 468267 25 G5386 1:03:30 https://www.pli.edu/programs/copyright-law-workshop/468271?tCode=WTC5_RSS01 Copyright Copyright infringement Copyright litigation Taken from the Web Program Recorded May 27, 2026 in San FranciscoManaging Copyright Complaints [01:07:16]After completing this session, participants will be able to:Assess claims and defenses to determine financial and injunctive exposureApply various strategies for managing low-value and high-value claimsUnderstand strategies for reducing likelihood of infringement claimsUnderstand trends in copyright litigation and strategies to defend against potential claimsEleanor M. LackmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Andrew Nietes, MSK Blog, Intellectual Property, New York State Legislature’s Preliminary Response to AI: Disclosure of “Synthetic Performers” in Advertising and Expanded Prohibitions on “Digital Replicas” of Deceased Performers (December 17, 2025)Eleanor M. LackmanSkyler Terrebonne, MSK Blog, Intellectual Property, Extrinsically Valid or Intrinsically Flawed: Two Judges Question Ninth Circuit’s Test for Substantial Similarity of Copyrightable Expression (January 9, 2026)Eleanor M. LackmanRobert Rotstein, MSK Blog, Intellectual Property, Muddied Harbors: U.S. Supreme Court Holds That ISP Is Not Contributorily Liable for Its Users’ Infringement (March 25, 2026)Eleanor M. LackmanLinda Steinman, et al., Davis Wright Tremaine LLP, Is “Transformative Fair Use” Being Transformed?Kenneth D. MinPresentation MaterialSegment PowerPoint: Managing Copyright ComplaintsEleanor M. Lackman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468271 468271 163 G5386 1:07:16 https://www.pli.edu/programs/copyright-law-workshop/468273?tCode=WTC5_RSS01 Copyright Copyright infringement Copyright litigation Taken from the Web Program Recorded May 27, 2026 in San FranciscoManaging Copyright Complaints [01:07:16]After completing this session, participants will be able to:Assess claims and defenses to determine financial and injunctive exposureApply various strategies for managing low-value and high-value claimsUnderstand strategies for reducing likelihood of infringement claimsUnderstand trends in copyright litigation and strategies to defend against potential claimsEleanor M. LackmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Andrew Nietes, MSK Blog, Intellectual Property, New York State Legislature’s Preliminary Response to AI: Disclosure of “Synthetic Performers” in Advertising and Expanded Prohibitions on “Digital Replicas” of Deceased Performers (December 17, 2025)Eleanor M. LackmanSkyler Terrebonne, MSK Blog, Intellectual Property, Extrinsically Valid or Intrinsically Flawed: Two Judges Question Ninth Circuit’s Test for Substantial Similarity of Copyrightable Expression (January 9, 2026)Eleanor M. LackmanRobert Rotstein, MSK Blog, Intellectual Property, Muddied Harbors: U.S. Supreme Court Holds That ISP Is Not Contributorily Liable for Its Users’ Infringement (March 25, 2026)Eleanor M. LackmanLinda Steinman, et al., Davis Wright Tremaine LLP, Is “Transformative Fair Use” Being Transformed?Kenneth D. MinPresentation MaterialSegment PowerPoint: Managing Copyright ComplaintsEleanor M. Lackman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468273 468273 25 G5386 1:06:34 https://www.pli.edu/programs/copyright-law-workshop/468272?tCode=WTC5_RSS01 Copyright Copyright infringement Copyright litigation Taken from the Web Program Recorded May 27, 2026 in San FranciscoManaging Copyright Complaints [01:07:16]After completing this session, participants will be able to:Assess claims and defenses to determine financial and injunctive exposureApply various strategies for managing low-value and high-value claimsUnderstand strategies for reducing likelihood of infringement claimsUnderstand trends in copyright litigation and strategies to defend against potential claimsEleanor M. LackmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Andrew Nietes, MSK Blog, Intellectual Property, New York State Legislature’s Preliminary Response to AI: Disclosure of “Synthetic Performers” in Advertising and Expanded Prohibitions on “Digital Replicas” of Deceased Performers (December 17, 2025)Eleanor M. LackmanSkyler Terrebonne, MSK Blog, Intellectual Property, Extrinsically Valid or Intrinsically Flawed: Two Judges Question Ninth Circuit’s Test for Substantial Similarity of Copyrightable Expression (January 9, 2026)Eleanor M. LackmanRobert Rotstein, MSK Blog, Intellectual Property, Muddied Harbors: U.S. Supreme Court Holds That ISP Is Not Contributorily Liable for Its Users’ Infringement (March 25, 2026)Eleanor M. LackmanLinda Steinman, et al., Davis Wright Tremaine LLP, Is “Transformative Fair Use” Being Transformed?Kenneth D. MinPresentation MaterialSegment PowerPoint: Managing Copyright ComplaintsEleanor M. Lackman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468272 468272 98 G5386 1:07:16 https://www.pli.edu/programs/copyright-law-workshop/468269?tCode=WTC5_RSS01 Intellectual property Copyright Copyright litigation Damages (Litigation) Taken from the Web Program Recorded May 27, 2026 in San FranciscoCalculating Damages in Copyright Disputes [01:04:57]After completing this session, participants will be able to:Identify the specific categories of damages available in a copyright disputeOutline strategies to quantify market harm from the perspective of both a plaintiff and a defendantDescribe the burdens of proof for proving damages in copyright casesUnderstand the role of expert testimony in presenting damages theories effectivelyUnderstand the various approaches different courts take in determining statutory damagesRanjini AcharyaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Linda Steinman, et al., Davis Wright Tremaine LLP, Is “Transformative Fair Use” Being Transformed?Kenneth D. MinCallie A. Bjurstromm, Carolyn S. Toto and Jon Jekel, Pillsbury, Internet + Social Media, Supreme Court Confirms Copyright Damages Can Extend Beyond Three-Year Statute of Limitations (May 9, 2024)Ranjini AcharyaPresentation MaterialSegment PowerPoint: Calculating Damages in Copyright DisputesRanjini Acharya Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468269 468269 98 G5386 1:04:57 https://www.pli.edu/programs/copyright-law-workshop/468270?tCode=WTC5_RSS01 Intellectual property Copyright Copyright litigation Damages (Litigation) Taken from the Web Program Recorded May 27, 2026 in San FranciscoCalculating Damages in Copyright Disputes [01:04:57]After completing this session, participants will be able to:Identify the specific categories of damages available in a copyright disputeOutline strategies to quantify market harm from the perspective of both a plaintiff and a defendantDescribe the burdens of proof for proving damages in copyright casesUnderstand the role of expert testimony in presenting damages theories effectivelyUnderstand the various approaches different courts take in determining statutory damagesRanjini AcharyaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Linda Steinman, et al., Davis Wright Tremaine LLP, Is “Transformative Fair Use” Being Transformed?Kenneth D. MinCallie A. Bjurstromm, Carolyn S. Toto and Jon Jekel, Pillsbury, Internet + Social Media, Supreme Court Confirms Copyright Damages Can Extend Beyond Three-Year Statute of Limitations (May 9, 2024)Ranjini AcharyaPresentation MaterialSegment PowerPoint: Calculating Damages in Copyright DisputesRanjini Acharya Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468270 468270 25 G5386 1:04:15 https://www.pli.edu/programs/copyright-law-workshop/468268?tCode=WTC5_RSS01 Intellectual property Copyright Copyright litigation Damages (Litigation) Taken from the Web Program Recorded May 27, 2026 in San FranciscoCalculating Damages in Copyright Disputes [01:04:57]After completing this session, participants will be able to:Identify the specific categories of damages available in a copyright disputeOutline strategies to quantify market harm from the perspective of both a plaintiff and a defendantDescribe the burdens of proof for proving damages in copyright casesUnderstand the role of expert testimony in presenting damages theories effectivelyUnderstand the various approaches different courts take in determining statutory damagesRanjini AcharyaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Linda Steinman, et al., Davis Wright Tremaine LLP, Is “Transformative Fair Use” Being Transformed?Kenneth D. MinCallie A. Bjurstromm, Carolyn S. Toto and Jon Jekel, Pillsbury, Internet + Social Media, Supreme Court Confirms Copyright Damages Can Extend Beyond Three-Year Statute of Limitations (May 9, 2024)Ranjini AcharyaPresentation MaterialSegment PowerPoint: Calculating Damages in Copyright DisputesRanjini Acharya Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468268 468268 163 G5386 1:04:57 https://www.pli.edu/programs/fair-housing-law-and-practice/444020?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Fair housing Real estate Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444020 444020 20 G3751 2026-12-09T22:00:00Z 4:01:20 New York NY USA https://www.pli.edu/programs/fair-housing-law-and-practice/444021?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Fair housing Real estate Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444021 444021 13 G3751 2026-12-09T22:00:00Z 4:01:20 New York NY USA https://www.pli.edu/catalog/publications/treatise/mergers-acquisitions-and-tender-offers-law-and-strategies--corporate-securities-taxation-antitrust-cross-border/343906?tCode=WTC5_RSS01 Initial public offerings Mergers and acquisitions Tender offers Public companies Tax Six-volume expert legal and strategic guide to all aspects of private and public company acquisitions, both domestic and cross-border, hostile and negotiated. Packed with best practices, planning tips, checklists, and sample documents. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 343906 343906 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/climate-change-sustainable-investments-and-social-governance-law-and-compliance/372337?tCode=WTC5_RSS01 Climate change ESG (Corporate law) ESG (Environmental law) ESG (Securities and other financial products) Written for legal and compliance professionals, this treatise provides a comprehensive analysis of the regulatory landscape affecting financial products and institutions with sustainability and social governance considerations, as well as coverage of these themed financial products and investments. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 372337 372337 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/climate-change-sustainable-investments-and-social-governance-law-and-compliance/426997?tCode=WTC5_RSS01 Climate change ESG (Corporate law) ESG (Environmental law) ESG (Securities and other financial products) Sustainability and social responsibility considerations have a broad reach, implicating various financial products, investments, and institutions, and are the focus of financial regulators in the United States and globally. Written for legal and compliance professionals, Climate Change, Sustainable Investments, and Social Governance provides a comprehensive analysis of the regulatory landscape affecting financial products and institutions with these considerations, as well as coverage of these themed financial products and investments. The treatise analyzes the key role sustainability and social responsibility considerations have assumed in financial institutions as a market opportunity, institutional investor expectation, compliance requirement, component of prudent risk management, and as part of corporate values. The discussion covers financial products with sustainability and social responsibility considerations, and what these considerations mean for investors and shareholders; SEC enforcement and exams and the development of effective compliance programs for corporate issuers and advisers; and other special topics. This treatise will help you navigate the challenging regulatory framework and the charged political environment that strongly influences this area. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 426997 426997 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/in-the-spotlight-turn-what-you-know-into-thought-leadership-that-drives-growth/469625?tCode=WTC5_RSS01 Professional development Business development, marketing, succession, and continuity Career development Professional networking (Career development) Develop thought leadership that earns trust and turns visibility into business growth. Learn a practical system for building credibility through useful insight, media relationships, reputation management, and consistent public presence. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469625 469625 59 0:00:00 https://www.pli.edu/programs/attorneyclient-privilege-in-incident-response-cyber-lawyer/460633?tCode=WTC5_RSS01 Cybersecurity and data protection Attorney-client privilege Confidentiality (Ethics and professional responsibility) Practice skills (Litigation) This program equips in-house and outside counsel with concrete strategies to preserve attorney-client privilege and work-product protection during incident response—covering role definition, vendor engagement, and documentation practices that minimize waiver risk. PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460633 460633 32 G5702 1:02:44 https://www.pli.edu/programs/artificial-intelligence-and-data-driven-transactions/442994?tCode=WTC5_RSS01 Technology Artificial intelligence Big data Practice skills (Technology) Regulation, compliance, and enforcement (Technology) Artificial intelligence continues to evolve at a rapid pace, reshaping how organizations operate, make decisions, and manage risk—often amid significant legal and regulatory uncertainty. Against a backdrop of shifting U.S. federal priorities, and ongoing developments at the state and international levels, counsel must navigate a complex and fluid AI landscape. This program brings together experienced practitioners and in-house leaders to examine the current state of AI governance, regulation, and litigation risk, with a practical focus on how companies are designing adaptable compliance strategies, addressing enterprise and board-level oversight obligations, and managing emerging risks associated with agentic AI and “significant decisions”—namely, providing lived-experience on the issues many lawyers are facing. Participants will gain actionable insights into best practices for deploying and governing AI technologies while anticipating legal developments and mitigating regulatory, litigation, and reputational exposure. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442994 442994 32 G3324 3:43:10 https://www.pli.edu/programs/dont-do-that-missteps-during-incident-response-that-can-impact-data-breach-litigation/460640?tCode=WTC5_RSS01 Practice skills (Cybersecurity and data protection) Cybersecurity and data protection litigation You’ll learn how to avoid the incident-response mistakes that most often lead to lawsuits, regulatory scrutiny, and costly discovery battles. The program gives you practical, defensible methods for documenting decisions, structuring investigations, and communicating in ways that preserve privilege and reduce risk. You’ll walk away with a clearer understanding of how plaintiffs build breach claims—and how your organization can strengthen readiness, tighten post-incident conduct, and make smarter notification decisions grounded in solid analysis. PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460640 460640 32 G5728 1:00:00 https://www.pli.edu/programs/bankruptcy-remoteness-of-custodied-assets--an-updated-primer-for-the-digital-age/458984?tCode=WTC5_RSS01 Bankruptcy and restructuring Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Assets (Securities filings and financial statements) Digital assets Recent digital asset exchange and custodian failures have revived memories of the prime brokerage failures of the 2008-2009 crisis and focused attention on how best to ensure that digital assets are protected from the insolvency of the intermediary through which they are held. While protections for custodied assets have long been a feature of insolvency law, recent cases have demonstrated how these protections can fail to be effective for digital assets. Federal and state regulators have responded with industry letters, proposed rules, and other guidance of varying degrees of formality to try to close various operational and disclosure gaps revealed by these cases. Recently enacted and proposed legislation sets out amendments to bankruptcy and property laws to enhance protections further.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458984 458984 104 G5699 1:02:06 https://www.pli.edu/programs/bankruptcy-remoteness-of-custodied-assets--an-updated-primer-for-the-digital-age/465958?tCode=WTC5_RSS01 Bankruptcy and restructuring Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Assets (Securities filings and financial statements) Digital assets Recent digital asset exchange and custodian failures have revived memories of the prime brokerage failures of the 2008-2009 crisis and focused attention on how best to ensure that digital assets are protected from the insolvency of the intermediary through which they are held. While protections for custodied assets have long been a feature of insolvency law, recent cases have demonstrated how these protections can fail to be effective for digital assets. Federal and state regulators have responded with industry letters, proposed rules, and other guidance of varying degrees of formality to try to close various operational and disclosure gaps revealed by these cases. Recently enacted and proposed legislation sets out amendments to bankruptcy and property laws to enhance protections further.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465958 465958 163 G5699 1:02:47 https://www.pli.edu/programs/bankruptcy-remoteness-of-custodied-assets--an-updated-primer-for-the-digital-age/465957?tCode=WTC5_RSS01 Bankruptcy and restructuring Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Assets (Securities filings and financial statements) Digital assets Recent digital asset exchange and custodian failures have revived memories of the prime brokerage failures of the 2008-2009 crisis and focused attention on how best to ensure that digital assets are protected from the insolvency of the intermediary through which they are held. While protections for custodied assets have long been a feature of insolvency law, recent cases have demonstrated how these protections can fail to be effective for digital assets. Federal and state regulators have responded with industry letters, proposed rules, and other guidance of varying degrees of formality to try to close various operational and disclosure gaps revealed by these cases. Recently enacted and proposed legislation sets out amendments to bankruptcy and property laws to enhance protections further.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465957 465957 98 G5699 1:02:47 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/443244?tCode=WTC5_RSS01 Antitrust Antitrust litigation Merger review Practice skills (Antitrust) Regulation, compliance, and enforcement (Antitrust) Stay at the forefront of antitrust practice with a program designed for attorneys who are ready to deepen their expertise and sharpen their strategic edge. This year’s agenda delivers authoritative analysis of the latest developments in competitor relationships, enforcement trends, and litigation strategies—equipping you to navigate complex challenges with confidence.Engage directly with nationally recognized practitioners and senior government officials as they break down recent decisions, enforcement priorities, and emerging risks in the U.S. and globally.Whether you’re advising clients, managing compliance, or litigating complex cases, you’ll leave with clear, practical insights to elevate your practice and deliver value to your firm or organization.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443244 443244 32 G3055 9:27:30 https://www.pli.edu/catalog/publications/treatise/international-tax--estate-planning-a-practical-guide-for-multinational-investors/396593?tCode=WTC5_RSS01 Estates and trusts Estate planning Estate tax Gift tax International tax Up-to-date coverage from a leading authority in international and domestic tax, trust, and personal planning matters. Straightforward answers to complex questions about: protecting investments against government expropriation, nationalization, or extraordinary events; and avoiding or minimizing tax. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 396593 396593 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/financial-services-regulation-deskbook/38525?tCode=WTC5_RSS01 Financial institutions Financial risk Financial services Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Securities and other financial products) A resource for attorneys, bankers, and other market participants that gathers in one place the most significant provisions of the Dodd-Frank Act and its implementing regulations. Provides commentary on the practical effects of the legislation on industry practice. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 38525 38525 59 0:00:00 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468306?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Cash flows (Securities filings and financial statements) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkInsights from the Statement of Cash Flows [03:17:13]This panel will address how to use and understand the statement of cash flows. After completing this session, participants will be able to:Gain insight into operating, investing, and financial cash flowsExtrapolate what the statement can tell you about a company’s financial healthBetter understand the significance of supplemental and certain non-cash informationKnow what to look for during due diligenceZachary Marks, Lindsay WeinsteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John Scott, Clara Chin and Edith Wong, The Importance of Cash Flows in Evaluating Financial StatementsMatthew B. GreenblattPresentation MaterialInsights from the Statement of Cash FlowsZachary Marks, Lindsay Weinstein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468306 468306 25 G3176 1:15:54 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468321?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Cash flows (Securities filings and financial statements) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkInsights from the Statement of Cash Flows [03:17:13]This panel will address how to use and understand the statement of cash flows. After completing this session, participants will be able to:Gain insight into operating, investing, and financial cash flowsExtrapolate what the statement can tell you about a company’s financial healthBetter understand the significance of supplemental and certain non-cash informationKnow what to look for during due diligenceZachary Marks, Lindsay WeinsteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John Scott, Clara Chin and Edith Wong, The Importance of Cash Flows in Evaluating Financial StatementsMatthew B. GreenblattPresentation MaterialInsights from the Statement of Cash FlowsZachary Marks, Lindsay Weinstein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468321 468321 98 G3176 1:16:36 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468322?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Cash flows (Securities filings and financial statements) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkInsights from the Statement of Cash Flows [03:17:13]This panel will address how to use and understand the statement of cash flows. After completing this session, participants will be able to:Gain insight into operating, investing, and financial cash flowsExtrapolate what the statement can tell you about a company’s financial healthBetter understand the significance of supplemental and certain non-cash informationKnow what to look for during due diligenceZachary Marks, Lindsay WeinsteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John Scott, Clara Chin and Edith Wong, The Importance of Cash Flows in Evaluating Financial StatementsMatthew B. GreenblattPresentation MaterialInsights from the Statement of Cash FlowsZachary Marks, Lindsay Weinstein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468322 468322 163 G3176 1:16:36 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468309?tCode=WTC5_RSS01 Accounting and financial reporting Accounting cycle International Financial Reporting Standards Generally Accepted Accounting Principles Auditing Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkThe Accounting Cycle and Comparative Accounting: GAAP, IFRS, and Accounting Frameworks [03:23:43]This panel will provide an overview of US generally accepted accounting principles (GAAP) and International Financial Reporting Standards (IFRS). After completing this session, participants will be able to:Better understand the GAAP and IFRS joint standard settingGain insight into the accounting cycleUnderstand the various levels of care inherent in audits, reviews, and complicationsZachary Kaye, Ann Marie WickThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Matthew B. Greenblatt, Lindi Jarvis, Kathy Johnson and Tim Sherman, Accounting Frameworks and Financial Statement ReportingMatthew B. Greenblatt,Tim ShermanPresentation MaterialThe Accounting Cycle and Comparative Accounting: GAAP, IFRS, and Accounting FrameworksZachary Kaye, Ann Marie Wick Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468309 468309 25 G3176 1:16:48 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468327?tCode=WTC5_RSS01 Accounting and financial reporting Accounting cycle International Financial Reporting Standards Generally Accepted Accounting Principles Auditing Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkThe Accounting Cycle and Comparative Accounting: GAAP, IFRS, and Accounting Frameworks [03:23:43]This panel will provide an overview of US generally accepted accounting principles (GAAP) and International Financial Reporting Standards (IFRS). After completing this session, participants will be able to:Better understand the GAAP and IFRS joint standard settingGain insight into the accounting cycleUnderstand the various levels of care inherent in audits, reviews, and complicationsZachary Kaye, Ann Marie WickThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Matthew B. Greenblatt, Lindi Jarvis, Kathy Johnson and Tim Sherman, Accounting Frameworks and Financial Statement ReportingMatthew B. Greenblatt,Tim ShermanPresentation MaterialThe Accounting Cycle and Comparative Accounting: GAAP, IFRS, and Accounting FrameworksZachary Kaye, Ann Marie Wick Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468327 468327 98 G3176 1:17:30 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468328?tCode=WTC5_RSS01 Accounting and financial reporting Accounting cycle International Financial Reporting Standards Generally Accepted Accounting Principles Auditing Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkThe Accounting Cycle and Comparative Accounting: GAAP, IFRS, and Accounting Frameworks [03:23:43]This panel will provide an overview of US generally accepted accounting principles (GAAP) and International Financial Reporting Standards (IFRS). After completing this session, participants will be able to:Better understand the GAAP and IFRS joint standard settingGain insight into the accounting cycleUnderstand the various levels of care inherent in audits, reviews, and complicationsZachary Kaye, Ann Marie WickThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Matthew B. Greenblatt, Lindi Jarvis, Kathy Johnson and Tim Sherman, Accounting Frameworks and Financial Statement ReportingMatthew B. Greenblatt,Tim ShermanPresentation MaterialThe Accounting Cycle and Comparative Accounting: GAAP, IFRS, and Accounting FrameworksZachary Kaye, Ann Marie Wick Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468328 468328 163 G3176 1:17:30 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468315?tCode=WTC5_RSS01 Accounting and financial reporting Internal investigations (Corporate law) Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkThe Internal Control Function and the Impact on Accounting Fraud and Forensic Investigations [01:16:16]This panel will provide an overview of the components of internal control. After completing this session, participants will be able to:Discuss regulatory requirements, such as SOX and FCPA, with clientsBetter understand the responsibilities of management, board, internal and external auditsIdentify how weaknesses in internal controls contribute to fraudulent financial reporting issuesKnow how to work with outside counsel and forensic accountants to perform internal investigationsGain insight into legal and other ramificationsJoanna R. Travalini, Nicole WellsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Center for Audit Quality, Guide to Internal Control Over Financial Reporting (May 2019)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialThe Internal Control Function and the Impact on Accounting Fraud and Forensic InvestigationsJoanna R. Travalini, Nicole Wells Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468315 468315 98 G3176 1:16:16 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468303?tCode=WTC5_RSS01 Accounting and financial reporting Internal investigations (Corporate law) Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkThe Internal Control Function and the Impact on Accounting Fraud and Forensic Investigations [01:16:16]This panel will provide an overview of the components of internal control. After completing this session, participants will be able to:Discuss regulatory requirements, such as SOX and FCPA, with clientsBetter understand the responsibilities of management, board, internal and external auditsIdentify how weaknesses in internal controls contribute to fraudulent financial reporting issuesKnow how to work with outside counsel and forensic accountants to perform internal investigationsGain insight into legal and other ramificationsJoanna R. Travalini, Nicole WellsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Center for Audit Quality, Guide to Internal Control Over Financial Reporting (May 2019)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialThe Internal Control Function and the Impact on Accounting Fraud and Forensic InvestigationsJoanna R. Travalini, Nicole Wells Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468303 468303 25 G3176 1:15:34 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468316?tCode=WTC5_RSS01 Accounting and financial reporting Internal investigations (Corporate law) Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkThe Internal Control Function and the Impact on Accounting Fraud and Forensic Investigations [01:16:16]This panel will provide an overview of the components of internal control. After completing this session, participants will be able to:Discuss regulatory requirements, such as SOX and FCPA, with clientsBetter understand the responsibilities of management, board, internal and external auditsIdentify how weaknesses in internal controls contribute to fraudulent financial reporting issuesKnow how to work with outside counsel and forensic accountants to perform internal investigationsGain insight into legal and other ramificationsJoanna R. Travalini, Nicole WellsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Center for Audit Quality, Guide to Internal Control Over Financial Reporting (May 2019)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialThe Internal Control Function and the Impact on Accounting Fraud and Forensic InvestigationsJoanna R. Travalini, Nicole Wells Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468316 468316 163 G3176 1:16:16 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468319?tCode=WTC5_RSS01 Accounting and financial reporting Securities and other financial products Securities filings and financial statements Notes (Securities filings and financial statements) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkNotes to the Financial Statement [01:14:12]This panel will discuss how to use the notes of the financial statement to better understand the financial statements themselves. After completing this session, participants will be able to:Identify policies and transactions of interestEnhance their assessment of company performance and financial conditionKnow what to look for during due diligenceJonathan Barr, Mark Gerber, Matthew SimpsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tara A. Mulkeen and Tim Sherman, FTI Consulting, Notes to the Financial Statements: The Rest of the StoryTim ShermanPresentation MaterialNotes to the Financial StatementJonathan R. Barr, Mark J. Gerber (Ret.), Matthew Simpson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468319 468319 98 G3176 1:14:12 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468305?tCode=WTC5_RSS01 Accounting and financial reporting Securities and other financial products Securities filings and financial statements Notes (Securities filings and financial statements) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkNotes to the Financial Statement [01:14:12]This panel will discuss how to use the notes of the financial statement to better understand the financial statements themselves. After completing this session, participants will be able to:Identify policies and transactions of interestEnhance their assessment of company performance and financial conditionKnow what to look for during due diligenceJonathan Barr, Mark Gerber, Matthew SimpsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tara A. Mulkeen and Tim Sherman, FTI Consulting, Notes to the Financial Statements: The Rest of the StoryTim ShermanPresentation MaterialNotes to the Financial StatementJonathan R. Barr, Mark J. Gerber (Ret.), Matthew Simpson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468305 468305 25 G3176 1:13:30 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468320?tCode=WTC5_RSS01 Accounting and financial reporting Securities and other financial products Securities filings and financial statements Notes (Securities filings and financial statements) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkNotes to the Financial Statement [01:14:12]This panel will discuss how to use the notes of the financial statement to better understand the financial statements themselves. After completing this session, participants will be able to:Identify policies and transactions of interestEnhance their assessment of company performance and financial conditionKnow what to look for during due diligenceJonathan Barr, Mark Gerber, Matthew SimpsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tara A. Mulkeen and Tim Sherman, FTI Consulting, Notes to the Financial Statements: The Rest of the StoryTim ShermanPresentation MaterialNotes to the Financial StatementJonathan R. Barr, Mark J. Gerber (Ret.), Matthew Simpson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468320 468320 163 G3176 1:14:12 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468302?tCode=WTC5_RSS01 Accounting and financial reporting Auditors Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkThe Audit: Fact, Fiction, and What Attorneys Need to Know [04:15:55]This panel will provide an overview of the scope of the audit process and will review the differe?nt types of auditor opinions: audit, review, compilation, and agreed upon procedures. After completing this session, participants will be able to:Gain insight into fraud detection in the audit process:how an audit is not designed to detect fraudthe ability of the auditor to detect fraud if there is collusionauditor requirements to consider and plan for fraud risksAnticipate expectations of both in-house and external attorneys in the audit process, and know how to approach legal comment letters and required disclosures for pending claimsDetermine benefits and uses of non-audit opinions, and when review, compilation, and agreed upon procedures opinions are appropriateIdentify which audit and inspection rights to include in contracts and how to enforce themDonald Bucciarelli, Alison Forman, Abigail Molitor, Julie SuhThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Paul Munter, Acting Chief Accountant, Statement, The Critical Importance of the General Standard of Auditor Independence and an Ethical Culture for the Accounting Profession (June 8, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanFTI Consulting, Here’s the Expert Your Company Needs to Gain the Upper Hand (September 30, 2020)Matthew B. GreenblattCenter for Audit Quality, The Role of Auditors in Non-GAAP Financial Measures and Key Performance Indicators: Present and Future (September 2020)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialThe Audit: Fact, Fiction, and What Attorneys Need to KnowDonald Bucciarelli, Alison Forman, Abigail B. Molitor, Julie Suh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468302 468302 25 G3176 1:15:10 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468313?tCode=WTC5_RSS01 Accounting and financial reporting Auditors Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkThe Audit: Fact, Fiction, and What Attorneys Need to Know [04:15:55]This panel will provide an overview of the scope of the audit process and will review the differe?nt types of auditor opinions: audit, review, compilation, and agreed upon procedures. After completing this session, participants will be able to:Gain insight into fraud detection in the audit process:how an audit is not designed to detect fraudthe ability of the auditor to detect fraud if there is collusionauditor requirements to consider and plan for fraud risksAnticipate expectations of both in-house and external attorneys in the audit process, and know how to approach legal comment letters and required disclosures for pending claimsDetermine benefits and uses of non-audit opinions, and when review, compilation, and agreed upon procedures opinions are appropriateIdentify which audit and inspection rights to include in contracts and how to enforce themDonald Bucciarelli, Alison Forman, Abigail Molitor, Julie SuhThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Paul Munter, Acting Chief Accountant, Statement, The Critical Importance of the General Standard of Auditor Independence and an Ethical Culture for the Accounting Profession (June 8, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanFTI Consulting, Here’s the Expert Your Company Needs to Gain the Upper Hand (September 30, 2020)Matthew B. GreenblattCenter for Audit Quality, The Role of Auditors in Non-GAAP Financial Measures and Key Performance Indicators: Present and Future (September 2020)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialThe Audit: Fact, Fiction, and What Attorneys Need to KnowDonald Bucciarelli, Alison Forman, Abigail B. Molitor, Julie Suh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468313 468313 98 G3176 1:15:53 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468314?tCode=WTC5_RSS01 Accounting and financial reporting Auditors Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkThe Audit: Fact, Fiction, and What Attorneys Need to Know [04:15:55]This panel will provide an overview of the scope of the audit process and will review the differe?nt types of auditor opinions: audit, review, compilation, and agreed upon procedures. After completing this session, participants will be able to:Gain insight into fraud detection in the audit process:how an audit is not designed to detect fraudthe ability of the auditor to detect fraud if there is collusionauditor requirements to consider and plan for fraud risksAnticipate expectations of both in-house and external attorneys in the audit process, and know how to approach legal comment letters and required disclosures for pending claimsDetermine benefits and uses of non-audit opinions, and when review, compilation, and agreed upon procedures opinions are appropriateIdentify which audit and inspection rights to include in contracts and how to enforce themDonald Bucciarelli, Alison Forman, Abigail Molitor, Julie SuhThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Paul Munter, Acting Chief Accountant, Statement, The Critical Importance of the General Standard of Auditor Independence and an Ethical Culture for the Accounting Profession (June 8, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanFTI Consulting, Here’s the Expert Your Company Needs to Gain the Upper Hand (September 30, 2020)Matthew B. GreenblattCenter for Audit Quality, The Role of Auditors in Non-GAAP Financial Measures and Key Performance Indicators: Present and Future (September 2020)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialThe Audit: Fact, Fiction, and What Attorneys Need to KnowDonald Bucciarelli, Alison Forman, Abigail B. Molitor, Julie Suh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468314 468314 163 G3176 1:15:52 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468325?tCode=WTC5_RSS01 Accounting and financial reporting Equity instruments Balance sheets (Securities filings and financial statements) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkAnatomy of the Balance Sheet [01:15:27]This panel will address the elements of a balance sheet: assets, liabilities, and stockholder’s equity, and will discuss the significance of each. After completing this session, participants will be able to:Know what to look for when reading a balance sheetBetter understand current assets, such as cash, receivables, inventories, investments in debt and equity securities, and fixed and other long-term assets, including intellectual property and good willGain insight into current liabilities, leases, long-term debt, pension and other post-retirement benefits, and the common components of stockholders’ equityLaura Baer, Brian R. BlaisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:George M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part OneJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part TwoJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialAnatomy of the Balance SheetLaura Baer, Brian R. Blais Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468325 468325 98 G3176 1:15:27 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468326?tCode=WTC5_RSS01 Accounting and financial reporting Equity instruments Balance sheets (Securities filings and financial statements) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkAnatomy of the Balance Sheet [01:15:27]This panel will address the elements of a balance sheet: assets, liabilities, and stockholder’s equity, and will discuss the significance of each. After completing this session, participants will be able to:Know what to look for when reading a balance sheetBetter understand current assets, such as cash, receivables, inventories, investments in debt and equity securities, and fixed and other long-term assets, including intellectual property and good willGain insight into current liabilities, leases, long-term debt, pension and other post-retirement benefits, and the common components of stockholders’ equityLaura Baer, Brian R. BlaisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:George M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part OneJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part TwoJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialAnatomy of the Balance SheetLaura Baer, Brian R. Blais Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468326 468326 163 G3176 1:15:27 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468308?tCode=WTC5_RSS01 Accounting and financial reporting Equity instruments Balance sheets (Securities filings and financial statements) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkAnatomy of the Balance Sheet [01:15:27]This panel will address the elements of a balance sheet: assets, liabilities, and stockholder’s equity, and will discuss the significance of each. After completing this session, participants will be able to:Know what to look for when reading a balance sheetBetter understand current assets, such as cash, receivables, inventories, investments in debt and equity securities, and fixed and other long-term assets, including intellectual property and good willGain insight into current liabilities, leases, long-term debt, pension and other post-retirement benefits, and the common components of stockholders’ equityLaura Baer, Brian R. BlaisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:George M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part OneJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part TwoJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialAnatomy of the Balance SheetLaura Baer, Brian R. Blais Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468308 468308 25 G3176 1:14:45 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468323?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Income statements (Securities filings and financial statements) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkPhysiology of the Income Statement [01:15:44]This panel will address the basic principles of revenue and expense recognition. After completing this session, participants will be able to:Identify common performance measuresHave an improved understanding of common income statement componentsGain insight into items of comprehensive income/lossKnow what to look for during due diligenceElaine Lehnert, Andrew KratensteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:George M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part ThreeJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, Glossary of Terms: Financial Statement Terminology—In Financial Statement OrderJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, Financial Statement Flow SpreadsheetJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialPhysiology of the Income StatementAndrew B. Kratenstein, Elaine Lehnert Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468323 468323 98 G3176 1:15:44 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468324?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Income statements (Securities filings and financial statements) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkPhysiology of the Income Statement [01:15:44]This panel will address the basic principles of revenue and expense recognition. After completing this session, participants will be able to:Identify common performance measuresHave an improved understanding of common income statement componentsGain insight into items of comprehensive income/lossKnow what to look for during due diligenceElaine Lehnert, Andrew KratensteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:George M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part ThreeJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, Glossary of Terms: Financial Statement Terminology—In Financial Statement OrderJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, Financial Statement Flow SpreadsheetJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialPhysiology of the Income StatementAndrew B. Kratenstein, Elaine Lehnert Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468324 468324 163 G3176 1:15:44 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468307?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Income statements (Securities filings and financial statements) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkPhysiology of the Income Statement [01:15:44]This panel will address the basic principles of revenue and expense recognition. After completing this session, participants will be able to:Identify common performance measuresHave an improved understanding of common income statement componentsGain insight into items of comprehensive income/lossKnow what to look for during due diligenceElaine Lehnert, Andrew KratensteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:George M. Wilson, The Lawyer’s Guide to Understanding Financial Statements—Part ThreeJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, Glossary of Terms: Financial Statement Terminology—In Financial Statement OrderJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanGeorge M. Wilson, Financial Statement Flow SpreadsheetJohn J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialPhysiology of the Income StatementAndrew B. Kratenstein, Elaine Lehnert Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468307 468307 25 G3176 1:15:02 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468317?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkUpdate on Accounting-Related Regulatory and Enforcement Trends [01:15:54]This panel will address current accounting-related regulatory enforcement actions. After completing this session, participants will be able to:Review major cases and legal developmentsIdentify additional regulatory or accounting issues that should be on every attorney and accountant radar screensKnow what to look for during due diligenceJohn J. Carney, David Oliwenstein, Andrew Preston, Mark SylvesterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Press Release, SEC Charges Utility Company Entergy Corp. with Internal Accounting Controls Violations (December 20, 2024)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialUpdate on Accounting-Related Regulatory and Enforcement TrendsJohn J. Carney, David Oliwenstein, Andrew Preston, Mark Sylvester Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468317 468317 98 G3176 1:15:55 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468318?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkUpdate on Accounting-Related Regulatory and Enforcement Trends [01:15:54]This panel will address current accounting-related regulatory enforcement actions. After completing this session, participants will be able to:Review major cases and legal developmentsIdentify additional regulatory or accounting issues that should be on every attorney and accountant radar screensKnow what to look for during due diligenceJohn J. Carney, David Oliwenstein, Andrew Preston, Mark SylvesterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Press Release, SEC Charges Utility Company Entergy Corp. with Internal Accounting Controls Violations (December 20, 2024)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialUpdate on Accounting-Related Regulatory and Enforcement TrendsJohn J. Carney, David Oliwenstein, Andrew Preston, Mark Sylvester Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468318 468318 163 G3176 1:15:54 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468304?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkUpdate on Accounting-Related Regulatory and Enforcement Trends [01:15:54]This panel will address current accounting-related regulatory enforcement actions. After completing this session, participants will be able to:Review major cases and legal developmentsIdentify additional regulatory or accounting issues that should be on every attorney and accountant radar screensKnow what to look for during due diligenceJohn J. Carney, David Oliwenstein, Andrew Preston, Mark SylvesterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Press Release, SEC Charges Utility Company Entergy Corp. with Internal Accounting Controls Violations (December 20, 2024)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialUpdate on Accounting-Related Regulatory and Enforcement TrendsJohn J. Carney, David Oliwenstein, Andrew Preston, Mark Sylvester Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468304 468304 25 G3176 1:15:12 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468311?tCode=WTC5_RSS01 Accounting and financial reporting Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkCurrent Topics in Professional and Legal Ethics for Accountants and Attorneys [01:18:12]This panel will address the common areas of potential legal ethical risk through the examination and discussion of the Rules of Professional Conduct, legal ethics opinions, court cases, and war stories. After completing this session, participants will be able to:Better understand where legal ethics requirements and accounting codes of professional conduct intersectImplement best practices for avoiding legal ethics mistakes and ethical lapses when dealing with accounting expertsIdentify evolving legal ethics issues when dealing with financial informationJack Barber, Andy GrippThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Robert J. Malionek and Matthew B. Greenblatt, Current Topics in Professional Ethics Impacting Accountants and Attorneys (May 19, 2022)Matthew B. GreenblattOrder Instituting Public Administrative Proceedings Pursuant to Rule 102(e) of the Commission’s Rules of Practice, Making Findings, and Imposing Remedial Sanctions, In the Matter of Scott David Mahoney, Exchange Act Release No. 96235, AAER No. 4363, Admin. Proc. File No. 3-21230 (November 4, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanOrder Instituting Public Administrative Proceedings Pursuant to Section 4C of the Securities Exchange Act of 1934, and Rule 102(e) of the Commission’s Rules of Practice and Notice of Hearing, In the Matter of Joshua Abrahams, CPA, Exchange Act Release No. 96127, AAER No. 4356, Admin. Proc. File No. 3-21214 (October 21, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialCurrent Topics in Professional and Legal Ethics for Accountants and AttorneysJack Barber, Andy Gripp Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468311 468311 98 G3176 1:18:12 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468312?tCode=WTC5_RSS01 Accounting and financial reporting Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkCurrent Topics in Professional and Legal Ethics for Accountants and Attorneys [01:18:12]This panel will address the common areas of potential legal ethical risk through the examination and discussion of the Rules of Professional Conduct, legal ethics opinions, court cases, and war stories. After completing this session, participants will be able to:Better understand where legal ethics requirements and accounting codes of professional conduct intersectImplement best practices for avoiding legal ethics mistakes and ethical lapses when dealing with accounting expertsIdentify evolving legal ethics issues when dealing with financial informationJack Barber, Andy GrippThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Robert J. Malionek and Matthew B. Greenblatt, Current Topics in Professional Ethics Impacting Accountants and Attorneys (May 19, 2022)Matthew B. GreenblattOrder Instituting Public Administrative Proceedings Pursuant to Rule 102(e) of the Commission’s Rules of Practice, Making Findings, and Imposing Remedial Sanctions, In the Matter of Scott David Mahoney, Exchange Act Release No. 96235, AAER No. 4363, Admin. Proc. File No. 3-21230 (November 4, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanOrder Instituting Public Administrative Proceedings Pursuant to Section 4C of the Securities Exchange Act of 1934, and Rule 102(e) of the Commission’s Rules of Practice and Notice of Hearing, In the Matter of Joshua Abrahams, CPA, Exchange Act Release No. 96127, AAER No. 4356, Admin. Proc. File No. 3-21214 (October 21, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialCurrent Topics in Professional and Legal Ethics for Accountants and AttorneysJack Barber, Andy Gripp Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468312 468312 163 G3176 1:18:12 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/468301?tCode=WTC5_RSS01 Accounting and financial reporting Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded May 26 - 27, 2026 in New YorkCurrent Topics in Professional and Legal Ethics for Accountants and Attorneys [01:18:12]This panel will address the common areas of potential legal ethical risk through the examination and discussion of the Rules of Professional Conduct, legal ethics opinions, court cases, and war stories. After completing this session, participants will be able to:Better understand where legal ethics requirements and accounting codes of professional conduct intersectImplement best practices for avoiding legal ethics mistakes and ethical lapses when dealing with accounting expertsIdentify evolving legal ethics issues when dealing with financial informationJack Barber, Andy GrippThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Robert J. Malionek and Matthew B. Greenblatt, Current Topics in Professional Ethics Impacting Accountants and Attorneys (May 19, 2022)Matthew B. GreenblattOrder Instituting Public Administrative Proceedings Pursuant to Rule 102(e) of the Commission’s Rules of Practice, Making Findings, and Imposing Remedial Sanctions, In the Matter of Scott David Mahoney, Exchange Act Release No. 96235, AAER No. 4363, Admin. Proc. File No. 3-21230 (November 4, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanOrder Instituting Public Administrative Proceedings Pursuant to Section 4C of the Securities Exchange Act of 1934, and Rule 102(e) of the Commission’s Rules of Practice and Notice of Hearing, In the Matter of Joshua Abrahams, CPA, Exchange Act Release No. 96127, AAER No. 4356, Admin. Proc. File No. 3-21214 (October 21, 2022)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialCurrent Topics in Professional and Legal Ethics for Accountants and AttorneysJack Barber, Andy Gripp Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468301 468301 25 G3176 1:17:30 https://www.pli.edu/programs/ai-in-the-law--quarterly-briefing/443918?tCode=WTC5_RSS01 Technology in law practice Data use, management, and security (Technology in law practice) Technology Artificial intelligence Generative AI Spring brings new momentum to AI's transformation of legal practice. Join Bridget McCormack (American Arbitration Association) and Jen Leonard (Creative Lawyers) for the second quarterly briefing of 2026 on artificial intelligence's rapidly evolving impact on the profession. This April session delivers essential, just-in-time updates on the trends reshaping how lawyers work, serve clients, and define their professional identity.McCormack and Leonard will survey the critical developments across six key domains: the broader tech landscape, legal-specific technology, emerging regulatory and ethical frameworks, innovations in legal education and lawyer formation, access to justice initiatives, and the evolving business models of law practice. Most importantly, they'll analyze how these developments connect, showing how these changes converge to create both challenges and opportunities for forward-thinking practitioners.Drawing on their extensive experience presenting to legal audiences nationwide, the presenters will also tackle the most pressing questions lawyers are asking about AI's role in their professional lives. Whether you're an AI skeptic or enthusiast, this accessible session requires no technical background or specialized practice area knowledge—just curiosity about the future of law.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443918 443918 32 G5538 1:02:08 https://www.pli.edu/programs/cannabis-law-business-fundamentals/444235?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Ethics and professional responsibility Attorney substance use disorder The cannabis industry continues to grow quickly, as does the legal industry supporting it. Firms of all sizes and attorneys in various practice areas are being asked to offer counsel and advice on regulatory compliance, large-scale disputes, national and international expansion, complicated corporate structures, and the development of domestic and global intellectual portfolios—all while managing the risk involved with operating a business that is still federally unlawful. You will learn about the legal landscape in the cannabis and alcohol beverage industries, what’s hot in today’s cannabis legal sector, litigation issues, advanced contract drafting, and how best to develop a strong intellectual property portfolio. This program also has groundbreaking sessions on ethics and substance abuse. If you are considering serving cannabis or alcohol beverage clients or already do, this is a must-attend event on the legal and business issues you will confront every day. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444235 444235 32 G3694 7:16:30 https://www.pli.edu/programs/its-not-your-fault-why-you-shouldnt-be-responsible-for-a-zero-day-vulnerability/459116?tCode=WTC5_RSS01 Cybersecurity insurance Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Software Gain a practical framework for understanding zero-day vulnerabilities and the evolving legal theories that drive cybersecurity liability, with concrete guidance on how to allocate, mitigate, and insure risk across vendors, customers, and third parties.PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459116 459116 32 G5701 1:04:16 https://www.pli.edu/programs/pretrial-practice/442348?tCode=WTC5_RSS01 Litigation Discovery conferences Pleadings (Litigation) Practice skills (Litigation) Pre-trial procedure Pretrial practice in federal civil litigation continues to change. As fewer civil cases are tried, the staples of pretrial practice — pleadings, motions to dismiss, discovery, Daubert motions, summary judgment, and settlement — have replaced trials as the focus of litigation. What does the changing nature of pretrial practice in litigation mean for your practice? Join our faculty of experienced plaintiffs’ and defense attorneys, inside counsel, judges and others as they review what you need to know to succeed at this increasingly important stage of litigation.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442348 442348 32 G3086 6:30:39 https://www.pli.edu/programs/supreme-court--october-term-2025-momentous-cases-before-the-court/459220?tCode=WTC5_RSS01 Constitutional law First Amendment Fourteenth Amendment Fourth Amendment Voting rights The Supreme Court 2025 term has the potential to be momentous in terms of deciding the future of American democracy. With a Supreme Court that continues to move constitutional law in a conservative direction, the profound question for this term may be whether the court will serve as a check on executive power. Please join Dean Erwin Chemerinsky as he provides a review of the major cases this term, including those with implications for the 14th Amendment and birthright citizenship, the constitutional separation of powers, executive power and presidential authority to impose tariffs on goods from foreign countries; free speech; Title IX of the Civil Rights Act, the Voting Rights Act, the scope of Second Amendment gun rights, the Fourth Amendment, warrantless entries, and geofence warrants. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459220 459220 104 G5709 1:01:48 https://www.pli.edu/programs/supreme-court--october-term-2025-momentous-cases-before-the-court/465835?tCode=WTC5_RSS01 Constitutional law First Amendment Fourteenth Amendment Fourth Amendment Voting rights The Supreme Court 2025 term has the potential to be momentous in terms of deciding the future of American democracy. With a Supreme Court that continues to move constitutional law in a conservative direction, the profound question for this term may be whether the court will serve as a check on executive power. Please join Dean Erwin Chemerinsky as he provides a review of the major cases this term, including those with implications for the 14th Amendment and birthright citizenship, the constitutional separation of powers, executive power and presidential authority to impose tariffs on goods from foreign countries; free speech; Title IX of the Civil Rights Act, the Voting Rights Act, the scope of Second Amendment gun rights, the Fourth Amendment, warrantless entries, and geofence warrants. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465835 465835 163 G5709 1:02:30 https://www.pli.edu/programs/supreme-court--october-term-2025-momentous-cases-before-the-court/465834?tCode=WTC5_RSS01 Constitutional law First Amendment Fourteenth Amendment Fourth Amendment Voting rights The Supreme Court 2025 term has the potential to be momentous in terms of deciding the future of American democracy. With a Supreme Court that continues to move constitutional law in a conservative direction, the profound question for this term may be whether the court will serve as a check on executive power. Please join Dean Erwin Chemerinsky as he provides a review of the major cases this term, including those with implications for the 14th Amendment and birthright citizenship, the constitutional separation of powers, executive power and presidential authority to impose tariffs on goods from foreign countries; free speech; Title IX of the Civil Rights Act, the Voting Rights Act, the scope of Second Amendment gun rights, the Fourth Amendment, warrantless entries, and geofence warrants. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465834 465834 98 G5709 1:02:30 https://www.pli.edu/programs/institute-on-securities-regulation-in-europe/chb/441654?tCode=WTC5_RSS01 Corporate law Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) PLI’s 25th Annual Institute on Securities Regulation in Europe delivers a focused, practical look at how U.S. securities law is applied across the UK and EU. Learn directly from leading practitioners, in-house counsel, and government regulators as they unpack the latest developments in global capital markets activity and enforcement—and translate them into clear, actionable guidance for companies and financial institutions across Europe, the U.S., and beyond. Designed for corporate and securities lawyers, in-house counsel, financial professionals, and senior leaders navigating cross-border deals, private equity, and shareholder activism, this essential program tackles the issues you’re likely to face every day. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441654 441654 28 G3126 0:00:00 https://www.pli.edu/programs/institute-on-securities-regulation-in-europe/chb/441655?tCode=WTC5_RSS01 Corporate law Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) PLI’s 25th Annual Institute on Securities Regulation in Europe delivers a focused, practical look at how U.S. securities law is applied across the UK and EU. Learn directly from leading practitioners, in-house counsel, and government regulators as they unpack the latest developments in global capital markets activity and enforcement—and translate them into clear, actionable guidance for companies and financial institutions across Europe, the U.S., and beyond. Designed for corporate and securities lawyers, in-house counsel, financial professionals, and senior leaders navigating cross-border deals, private equity, and shareholder activism, this essential program tackles the issues you’re likely to face every day. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441655 441655 257 G3126 0:00:00 https://www.pli.edu/programs/data-law/chb/444291?tCode=WTC5_RSS01 Cybersecurity and data protection Intellectual property Technology Artificial intelligence Data has become one of the most valuable—and riskiest—assets in modern business. As companies harness the power of artificial intelligence, they must rethink traditional approaches to managing and safeguarding data, recognizing the unique legal and operational challenges it presents. AI’s evolution continues to introduce additional layers of complexity, as AI itself is leveraged to address data-related issues. Understanding how data flows, its use cases, how it is licensed and commercialized, and the associated legal risks and business opportunities is now critical.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444291 444291 257 G4454 0:00:00 https://www.pli.edu/catalog/publications/treatise/hillman-on-commercial-loan-documentation/47932?tCode=WTC5_RSS01 Banking and finance Commercial loans Financing Commercial law Clear, practical guidance on documenting commercial loan transactions that secure lenders’ interests, minimize their risks, and protect them from liability. Includes fact patterns adapted from real cases and both simple and complex, or casual and formal drafting solutions to potential problems. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 47932 47932 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/hillman-on-commercial-loan-documentation/305140?tCode=WTC5_RSS01 Banking and finance Commercial loans Financing Commercial law At a time when the commercial lending environment is especially unpredictable and anxiety-inducing, it’s more important than ever that you know how to document transactions in ways that secure lenders’ interests, minimize their risks, and protect them from liability.  The sixth edition of Hillman on Commercial Loan Documentation offers the practical guidance that enables you to do just that. With the aid of time-saving sample forms, sample drafting language, and loan closing checklists, you’ll craft more quickly and confidently the full range of relevant documents, including loan agreements, security agreements, financing statements, pledges, guaranties, and opinion letters. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 305140 305140 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/fda-deskbook-a-compliance-and-enforcement-guide/173127?tCode=WTC5_RSS01 Pharmaceuticals Regulation, compliance, and enforcement (Life sciences) A comprehensive overview and guide for how FDA-regulated industries can comply with the complexities of the Federal Food, Drug, and Cosmetic Act. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 173127 173127 59 0:00:00 https://www.pli.edu/programs/compliance--ethics-essentials/442252?tCode=WTC5_RSS01 Corporate ethics Corporate governance Regulation, compliance, and enforcement (Corporate law) White collar crime Employment training Compliance and ethics programs are not only critical to the success of an organization—an effective program could be key to that organization’s survival in today’s tough enforcement environment. With steady demands for transparency and accountability reaching across industry sectors, organizations must work hard to prevent issues—or failing that—to find issues before they become disasters. An effective compliance program is no longer just “nice-to-have.” It’s essential. Whether you are new to the area or a seasoned compliance professional, C&E Essentials will give you the tools you need to improve your organization’s compliance program. We will dig deep into the principal elements of compliance programs and discuss best practices and recent developments for each. Our distinguished faculty, drawn from major corporations, academia, law firms and the government, will help you improve your program and decrease legal risk. Compliance and Ethics Essentials 2026 is highly interactive and includes case studies, practical tools, and real-time benchmarking. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442252 442252 32 G3131 10:02:08 https://www.pli.edu/programs/compliance--ethics-essentials/442257?tCode=WTC5_RSS01 Corporate ethics Corporate governance Regulation, compliance, and enforcement (Corporate law) White collar crime Employment training Compliance and ethics programs are not only critical to the success of an organization—an effective program could be key to that organization’s survival in today’s tough enforcement environment. With steady demands for transparency and accountability reaching across industry sectors, organizations must work hard to prevent issues—or failing that—to find issues before they become disasters. An effective compliance program is no longer just “nice-to-have.” It’s essential. Whether you are new to the area or a seasoned compliance professional, C&E Essentials will give you the tools you need to improve your organization’s compliance program. We will dig deep into the principal elements of compliance programs and discuss best practices and recent developments for each. Our distinguished faculty, drawn from major corporations, academia, law firms and the government, will help you improve your program and decrease legal risk. Compliance and Ethics Essentials 2026 is highly interactive and includes case studies, practical tools, and real-time benchmarking. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442257 442257 32 G3131 10:02:46 https://www.pli.edu/programs/crypto-gets-clarity-navigating-the-sec-cftc-and-occs-new-digital-asset-regulatory-framework/462507?tCode=WTC5_RSS01 Information technology (Financial services) Regulation, compliance, and enforcement (Securities and other financial products) Cryptocurrencies Digital assets Regulation, compliance, and enforcement (Technology) The digital asset regulatory landscape is evolving at an unprecedented pace. In a single week, the SEC and CFTC jointly released sweeping interpretive guidance establishing a five-category digital asset taxonomy, NASDAQ received approval to pilot tokenized securities trading, the CFTC issued a first-of-its-kind no-action letter to a self-custodial wallet provider, and stablecoin legislation advanced in the Senate. Meanwhile, the OCC has issued a landmark Notice of Proposed Rulemaking to implement the GENIUS Act, the first federal statutory framework for payment stablecoins, establishing comprehensive prudential standards for permitted payment stablecoin issuers, including reserve requirements, capital standards, redemption policies, and licensing procedures.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462507 462507 104 G5757 1:00:21 https://www.pli.edu/programs/crypto-gets-clarity-navigating-the-sec-cftc-and-occs-new-digital-asset-regulatory-framework/465712?tCode=WTC5_RSS01 Information technology (Financial services) Regulation, compliance, and enforcement (Securities and other financial products) Cryptocurrencies Digital assets Regulation, compliance, and enforcement (Technology) The digital asset regulatory landscape is evolving at an unprecedented pace. In a single week, the SEC and CFTC jointly released sweeping interpretive guidance establishing a five-category digital asset taxonomy, NASDAQ received approval to pilot tokenized securities trading, the CFTC issued a first-of-its-kind no-action letter to a self-custodial wallet provider, and stablecoin legislation advanced in the Senate. Meanwhile, the OCC has issued a landmark Notice of Proposed Rulemaking to implement the GENIUS Act, the first federal statutory framework for payment stablecoins, establishing comprehensive prudential standards for permitted payment stablecoin issuers, including reserve requirements, capital standards, redemption policies, and licensing procedures.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465712 465712 163 G5757 1:01:03 https://www.pli.edu/programs/crypto-gets-clarity-navigating-the-sec-cftc-and-occs-new-digital-asset-regulatory-framework/465711?tCode=WTC5_RSS01 Information technology (Financial services) Regulation, compliance, and enforcement (Securities and other financial products) Cryptocurrencies Digital assets Regulation, compliance, and enforcement (Technology) The digital asset regulatory landscape is evolving at an unprecedented pace. In a single week, the SEC and CFTC jointly released sweeping interpretive guidance establishing a five-category digital asset taxonomy, NASDAQ received approval to pilot tokenized securities trading, the CFTC issued a first-of-its-kind no-action letter to a self-custodial wallet provider, and stablecoin legislation advanced in the Senate. Meanwhile, the OCC has issued a landmark Notice of Proposed Rulemaking to implement the GENIUS Act, the first federal statutory framework for payment stablecoins, establishing comprehensive prudential standards for permitted payment stablecoin issuers, including reserve requirements, capital standards, redemption policies, and licensing procedures.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465711 465711 98 G5757 1:01:03 https://www.pli.edu/programs/engaging-veterans-in-big-law-bridging-military-experience-and-legal-excellence/459679?tCode=WTC5_RSS01 Employment and labor Practice skills (Public interest law and pro bono) Veterans (Public interest law and pro bono) Professional development Career development Join us for a dynamic panel discussion highlighting the unique assets and skills that veterans bring to law practice. Hear firsthand experiences from veteran attorneys and learn actionable strategies to foster veteran engagement, including through affinity groups and pro bono initiatives. Don’t miss this opportunity to gain insights and practical tools to support and empower veterans in your organization. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459679 459679 32 G5703 1:01:31 https://www.pli.edu/programs/litigation-funding-and-confidentiality-a-comprehensive-analysis-of-current-case-law/460627?tCode=WTC5_RSS01 Financing Litigation Litigation financing In this presentation on litigation funding and confidentiality, faculty will present a comprehensive analysis of the legal landscape governing the disclosure of funding agreements. Based on a review of 138 distinct court decisions and a wave of recent legislative activity, this program goes beyond hypothetical debates to provide data-driven insights. Faculty will share the latest statistics on how often courts actually grant discovery, analyze the three core legal arguments used to protect funding documents, and detail the "exceptional" cases where discovery was allowed. The session will also cover the rapidly evolving statutory environment, examining the twelve states that have enacted disclosure laws as of late 2025 and the standing orders reshaping federal practice. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460627 460627 104 G5727 1:01:00 https://www.pli.edu/programs/litigation-funding-and-confidentiality-a-comprehensive-analysis-of-current-case-law/465789?tCode=WTC5_RSS01 Financing Litigation Litigation financing In this presentation on litigation funding and confidentiality, faculty will present a comprehensive analysis of the legal landscape governing the disclosure of funding agreements. Based on a review of 138 distinct court decisions and a wave of recent legislative activity, this program goes beyond hypothetical debates to provide data-driven insights. Faculty will share the latest statistics on how often courts actually grant discovery, analyze the three core legal arguments used to protect funding documents, and detail the "exceptional" cases where discovery was allowed. The session will also cover the rapidly evolving statutory environment, examining the twelve states that have enacted disclosure laws as of late 2025 and the standing orders reshaping federal practice. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465789 465789 98 G5727 1:01:41 https://www.pli.edu/programs/litigation-funding-and-confidentiality-a-comprehensive-analysis-of-current-case-law/465788?tCode=WTC5_RSS01 Financing Litigation Litigation financing In this presentation on litigation funding and confidentiality, faculty will present a comprehensive analysis of the legal landscape governing the disclosure of funding agreements. Based on a review of 138 distinct court decisions and a wave of recent legislative activity, this program goes beyond hypothetical debates to provide data-driven insights. Faculty will share the latest statistics on how often courts actually grant discovery, analyze the three core legal arguments used to protect funding documents, and detail the "exceptional" cases where discovery was allowed. The session will also cover the rapidly evolving statutory environment, examining the twelve states that have enacted disclosure laws as of late 2025 and the standing orders reshaping federal practice. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465788 465788 163 G5727 1:01:41 https://www.pli.edu/programs/private-equity-forum/441494?tCode=WTC5_RSS01 Private equity Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Private equity funds Practice skills (Securities and other financial products) The Twenty-Seventh Annual Private Equity Forum will address the prevailing issues and trends attorneys encounter when working with private equity funds and their fund portfolios. A diverse faculty of experts from law firms and investment funds will discuss a broad range of topics dominating today’s market and the most common questions brought forth by clients in the private equity industry. This day and a half will discuss the evolving market for private equity terms, recent litigation matters, and developments in the retailization of private equity funds. Panels will dive into the fund terms and fund financing, as well as the practical steps for coming into compliance. Panels will also discuss the prevailing ethical issues attorneys and other private funds professionals encounter when handling data or when confronted with a cybersecurity threat.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441494 441494 32 G3167 9:12:47 https://www.pli.edu/programs/securities-litigation/444510?tCode=WTC5_RSS01 Pleadings (Litigation) Pre-trial motions Securities litigation Shareholder litigation Summary judgments The landscape of securities litigation is constantly evolving and changing. This program takes you through all the issues that can arise in the most complex securities matters — from the initial government investigation to the filing of the civil cases to either settlement or trial. If you practice in this dynamic field, you know that the need to stay current and develop new strategies and tactics has never been more important. Our faculty of leading practitioners will update you on the latest best practices and case law. This program is designed for securities practitioners, outside and in-house counsel, compliance officers, regulators, investment bankers and securities dealers. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444510 444510 32 G3225 6:33:11 https://www.pli.edu/catalog/publications/treatise/deskbook-on-internal-investigations-corporate-compliance-and-white-collar-issues/192851?tCode=WTC5_RSS01 Corporate law Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) White collar crime Presents legal analysis and practical guidance on conducting internal investigations, identifying and remediating legal problems, protecting the rights of employees subject to investigation or prosecution, cooperating with government investigators, and defending white collar crime charges. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 192851 192851 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/deskbook-on-internal-investigations-corporate-compliance-and-white-collar-issues/12154?tCode=WTC5_RSS01 Corporate law Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) White collar crime This treatise examines the law pertaining to corporate internal investigations, compliance and white collar crime and offers guidance on how to build a comprehensive compliance program that can prevent legal missteps, carry out internal investigations to identify and remediate legal problems, protect the rights of employees when they’re subject to investigation or prosecution, and cooperate with government investigators in ways that help reduce legal and financial damage if wrongdoing is proved. It is a vital reference for attorneys, executives, compliance officers, securities professionals, and regulators. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 12154 12154 59 0:00:00 https://www.pli.edu/programs/hot-topics-in-child-custody-visitation--guardianship-for-new-york-practitioners/chb/443239?tCode=WTC5_RSS01 Family law Family court Child custody SIJS New York Family Court custody, visitation, and family offense matters move quickly—and the law and practice continue to evolve. This program offers practical guidance from the bench and seasoned advocates on three high-impact areas: recent custody and visitation developments (including international disputes and UCCJEA issues), how to request and litigate in camera/Lincoln hearings, and how Article 6 custody cases interact with Article 10 child protective matters at disposition. You will come away with concrete strategies to strengthen motions and hearings, spot procedural and evidentiary pitfalls, and better advocate for parents and children in complex CVO cases. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443239 443239 28 G3054 0:00:00 https://www.pli.edu/programs/hot-topics-in-child-custody-visitation--guardianship-for-new-york-practitioners/chb/443240?tCode=WTC5_RSS01 Family law Family court Child custody SIJS New York Family Court custody, visitation, and family offense matters move quickly—and the law and practice continue to evolve. This program offers practical guidance from the bench and seasoned advocates on three high-impact areas: recent custody and visitation developments (including international disputes and UCCJEA issues), how to request and litigate in camera/Lincoln hearings, and how Article 6 custody cases interact with Article 10 child protective matters at disposition. You will come away with concrete strategies to strengthen motions and hearings, spot procedural and evidentiary pitfalls, and better advocate for parents and children in complex CVO cases. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443240 443240 257 G3054 0:00:00 https://www.pli.edu/catalog/publications/answer-book/pharmaceutical-compliance-and-enforcement-answer-book/318460?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Enforcement (Life sciences) Practice skills (Life sciences) Pharmaceuticals Regulation, compliance, and enforcement (Life sciences) The Eleventh Edition has been extensively updated with significant developments across key areas of pharmaceutical regulation, including a new chapter on the FDA’s shift towards greater transparency and its impact on product liability exposure, updated insights on evolving evidence standards for drug approvals, and the latest best practices for navigating FDA inspections and remote regulatory assessments. It also reflects current rules and enforcement trends surrounding pharmaceutical advertising and promotional activity, provides and overview of the modern enforcement landscape for off-label promotion, and offers fresh analysis of major legal developments affecting False Claims Act exposure for manufacturers, including recent interpretations that may influence damages and qui tam actions. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 318460 318460 168 0:00:00 https://www.pli.edu/catalog/publications/answer-book/pharmaceutical-compliance-and-enforcement-answer-book/370672?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Enforcement (Life sciences) Practice skills (Life sciences) Pharmaceuticals Regulation, compliance, and enforcement (Life sciences) The Eleventh Edition has been extensively updated with significant developments across key areas of pharmaceutical regulation, including a new chapter on the FDA’s shift towards greater transparency and its impact on product liability exposure, updated insights on evolving evidence standards for drug approvals, and the latest best practices for navigating FDA inspections and remote regulatory assessments. It also reflects current rules and enforcement trends surrounding pharmaceutical advertising and promotional activity, provides and overview of the modern enforcement landscape for off-label promotion, and offers fresh analysis of major legal developments affecting False Claims Act exposure for manufacturers, including recent interpretations that may influence damages and qui tam actions. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 370672 370672 167 0:00:00 https://www.pli.edu/catalog/publications/answer-book/pharmaceutical-compliance-and-enforcement-answer-book/397730?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Enforcement (Life sciences) Practice skills (Life sciences) Pharmaceuticals Regulation, compliance, and enforcement (Life sciences) Q&A guide to the laws governing the pharmaceutical industry. Coverage of FDA regulation and enforcement, regulation of advertising and promotional activity, REMS, product liability, pharmaceutical price reporting, the FDCA, 21st Century Cures Act, and much more. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 397730 397730 167 0:00:00 https://www.pli.edu/catalog/publications/answer-book/pharmaceutical-compliance-and-enforcement-answer-book/447832?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Enforcement (Life sciences) Practice skills (Life sciences) Pharmaceuticals Regulation, compliance, and enforcement (Life sciences) The Eleventh Edition has been extensively updated with significant developments across key areas of pharmaceutical regulation, including a new chapter on the FDA’s shift towards greater transparency and its impact on product liability exposure, updated insights on evolving evidence standards for drug approvals, and the latest best practices for navigating FDA inspections and remote regulatory assessments. It also reflects current rules and enforcement trends surrounding pharmaceutical advertising and promotional activity, provides and overview of the modern enforcement landscape for off-label promotion, and offers fresh analysis of major legal developments affecting False Claims Act exposure for manufacturers, including recent interpretations that may influence damages and qui tam actions. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447832 447832 167 0:00:00 https://www.pli.edu/programs/hot-topics-in-health-care-law/444385?tCode=WTC5_RSS01 Health care Life sciences Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444385 444385 3 G3251 2026-12-10T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/hot-topics-in-health-care-law/444386?tCode=WTC5_RSS01 Health care Life sciences Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444386 444386 13 G3251 2026-12-10T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/chb/441920?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Technology Copyright law continues to evolve in novel ways, reflecting how technological advancements enhance the creative process. Recent years have delivered major changes to what was once considered settled tenets of copyright law. This program features a comprehensive review of copyright basics and its latest updates, covering copyright law's foundational elements, enforcement considerations, recent major case law, regulatory updates and relevant technological developments and their impact on copyright. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441920 441920 28 G3207 0:00:00 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/chb/441921?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Technology Copyright law continues to evolve in novel ways, reflecting how technological advancements enhance the creative process. Recent years have delivered major changes to what was once considered settled tenets of copyright law. This program features a comprehensive review of copyright basics and its latest updates, covering copyright law's foundational elements, enforcement considerations, recent major case law, regulatory updates and relevant technological developments and their impact on copyright. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441921 441921 257 G3207 0:00:00 https://www.pli.edu/catalog/publications/treatise/new-york-elder-law/239150?tCode=WTC5_RSS01 Family law Elder law Public interest law and pro bono Provides guidance on the legal issues confronting the elderly, and instructs practitioners on how to work more effectively with federal and state agencies in order to serve their clients, as well as how to navigate New York programs and services for the elderly. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 239150 239150 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/new-york-elder-law/309360?tCode=WTC5_RSS01 Family law Elder law Public interest law and pro bono New York Elder Law provides authoritative guidance on the legal issues confronting the elderly, assists practitioners in advocating for seniors, and instructs practitioners on how to work more effectively with federal and state agencies to serve their clients. The book covers legal developments regarding Medicare, Medi-gap Insurance, Medicaid eligibility, Medicaid home care, nursing home rights, powers of attorney, and health care decision-making. It includes checklists to help readers stay current with rapidly changing laws, including up-to-date eligibility and benefit levels and flow charts for step-by-step guidance through complex appeals processes. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 309360 309360 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/holtzschue-on-real-estate-contracts-and-closings-a-step-by-step-guide-to-buying-and-selling-real-estate/13320?tCode=WTC5_RSS01 Real estate Commercial real estate Residential real estate Real estate contracts Focuses on the residential New York Multibar Contract of Sale and the ABCNY Commercial Contract of Sale, with line-by-line analysis. Its legal, technical, and strategic guidance helps professionals representing buyers or sellers of real estate implement dispute-free residential and commercial deals. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 13320 13320 59 0:00:00 https://www.pli.edu/programs/leveraged-financing/467917?tCode=WTC5_RSS01 Banking and finance Corporate finance Leveraged finance Financial capital Financing Taken from the Web Program Recorded May 21, 2026 in New YorkLeveraged Financing in 2026 [03:51:33]Panelists will provide an update on current leveraged financing developments. After completing this program, participants will be able to:Recall market performance and trends in 2025Discuss expectations for 2026Provide a deeper explanation of leveraged finance activity through product, market and geographic comparisonsFollow the latest regulatory developments, case law developments, and implicationsDescribe the latest developments from and priorities of the key loan market trade association – the LSTA, including updates on LIBOR transitionModerators: Vanessa L. Jackson, Ryan Rafferty, Jeffrey E. RossPanelists: Nicole Drapkin, Jin Lee, Tess VirmaniThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:LSTA, Valuing Private Corporate CreditTess VirmaniLSTA, LSTA Private Corporate Credit Series, Private Corporate Credit Survey Report (April 2025)Tess VirmaniPresentation MaterialLeveraged Finance in 2026Nicole DrapkinPLI JPM Leveraged Finance Market UpdateJin LeeHot Topics in Corporate LendingTess Virmani Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467917 467917 98 G3257 1:17:32 https://www.pli.edu/programs/leveraged-financing/467916?tCode=WTC5_RSS01 Banking and finance Corporate finance Leveraged finance Financial capital Financing Taken from the Web Program Recorded May 21, 2026 in New YorkLeveraged Financing in 2026 [03:51:33]Panelists will provide an update on current leveraged financing developments. After completing this program, participants will be able to:Recall market performance and trends in 2025Discuss expectations for 2026Provide a deeper explanation of leveraged finance activity through product, market and geographic comparisonsFollow the latest regulatory developments, case law developments, and implicationsDescribe the latest developments from and priorities of the key loan market trade association – the LSTA, including updates on LIBOR transitionModerators: Vanessa L. Jackson, Ryan Rafferty, Jeffrey E. RossPanelists: Nicole Drapkin, Jin Lee, Tess VirmaniThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:LSTA, Valuing Private Corporate CreditTess VirmaniLSTA, LSTA Private Corporate Credit Series, Private Corporate Credit Survey Report (April 2025)Tess VirmaniPresentation MaterialLeveraged Finance in 2026Nicole DrapkinPLI JPM Leveraged Finance Market UpdateJin LeeHot Topics in Corporate LendingTess Virmani Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467916 467916 163 G3257 1:17:32 https://www.pli.edu/programs/leveraged-financing/467918?tCode=WTC5_RSS01 Banking and finance Corporate finance Leveraged finance Financial capital Financing Taken from the Web Program Recorded May 21, 2026 in New YorkLeveraged Financing in 2026 [03:51:33]Panelists will provide an update on current leveraged financing developments. After completing this program, participants will be able to:Recall market performance and trends in 2025Discuss expectations for 2026Provide a deeper explanation of leveraged finance activity through product, market and geographic comparisonsFollow the latest regulatory developments, case law developments, and implicationsDescribe the latest developments from and priorities of the key loan market trade association – the LSTA, including updates on LIBOR transitionModerators: Vanessa L. Jackson, Ryan Rafferty, Jeffrey E. RossPanelists: Nicole Drapkin, Jin Lee, Tess VirmaniThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:LSTA, Valuing Private Corporate CreditTess VirmaniLSTA, LSTA Private Corporate Credit Series, Private Corporate Credit Survey Report (April 2025)Tess VirmaniPresentation MaterialLeveraged Finance in 2026Nicole DrapkinPLI JPM Leveraged Finance Market UpdateJin LeeHot Topics in Corporate LendingTess Virmani Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467918 467918 25 G3257 1:16:50 https://www.pli.edu/programs/leveraged-financing/467915?tCode=WTC5_RSS01 Leveraged finance Financial capital Financing Regulation, compliance, and enforcement (Banking and finance) Taken from the Web Program Recorded May 21, 2026 in New YorkNuts and Bolts in Leveraged Financings: Considerations in the Middle Market, Broadly Syndicated and Private Credit Markets [01:33:58]Panelists will discuss the key differences between large cap and middle market leveraged financings and trends in the broadly syndicated and private credit markets. After completing this program, participants will be able to:Describe the general contours of a credit facility, including who the parties are and what the general structure isConsider different rationales for why financial sponsors might consider the broadly syndicated versus private credit marketsRecall the perspectives of a panel of experts on key issues in middle market lending and how they differ from large-cap financings (both broadly syndicated and private credit loans)Give a practical description of how terms are converging across marketsModerators: Ryan Rafferty, Jeffrey E. RossPanelists: Michelle Kilkenney, Benton Lewis, Kristen L. Smith, Marisa SotomayorThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley Austin LLP, Private Credit Perspectives, Financial Covenants in Private Credit Transactions (March 24, 2026)Kristen L. SmithSidley Austin LLP, Private Credit Perspectives, Understanding Call Protection in Private Credit: Key Considerations for Lenders (August 28, 2025)Kristen L. SmithPresentation MaterialNuts and Bolts in Leveraged Financings: Considerations in the Middle Market, Broadly Syndicated and Private Credit Markets Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467915 467915 25 G3257 1:33:59 https://www.pli.edu/programs/leveraged-financing/467914?tCode=WTC5_RSS01 Leveraged finance Financial capital Financing Regulation, compliance, and enforcement (Banking and finance) Taken from the Web Program Recorded May 21, 2026 in New YorkNuts and Bolts in Leveraged Financings: Considerations in the Middle Market, Broadly Syndicated and Private Credit Markets [01:33:58]Panelists will discuss the key differences between large cap and middle market leveraged financings and trends in the broadly syndicated and private credit markets. After completing this program, participants will be able to:Describe the general contours of a credit facility, including who the parties are and what the general structure isConsider different rationales for why financial sponsors might consider the broadly syndicated versus private credit marketsRecall the perspectives of a panel of experts on key issues in middle market lending and how they differ from large-cap financings (both broadly syndicated and private credit loans)Give a practical description of how terms are converging across marketsModerators: Ryan Rafferty, Jeffrey E. RossPanelists: Michelle Kilkenney, Benton Lewis, Kristen L. Smith, Marisa SotomayorThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley Austin LLP, Private Credit Perspectives, Financial Covenants in Private Credit Transactions (March 24, 2026)Kristen L. SmithSidley Austin LLP, Private Credit Perspectives, Understanding Call Protection in Private Credit: Key Considerations for Lenders (August 28, 2025)Kristen L. SmithPresentation MaterialNuts and Bolts in Leveraged Financings: Considerations in the Middle Market, Broadly Syndicated and Private Credit Markets Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467914 467914 98 G3257 1:34:40 https://www.pli.edu/programs/leveraged-financing/467913?tCode=WTC5_RSS01 Leveraged finance Financial capital Financing Regulation, compliance, and enforcement (Banking and finance) Taken from the Web Program Recorded May 21, 2026 in New YorkNuts and Bolts in Leveraged Financings: Considerations in the Middle Market, Broadly Syndicated and Private Credit Markets [01:33:58]Panelists will discuss the key differences between large cap and middle market leveraged financings and trends in the broadly syndicated and private credit markets. After completing this program, participants will be able to:Describe the general contours of a credit facility, including who the parties are and what the general structure isConsider different rationales for why financial sponsors might consider the broadly syndicated versus private credit marketsRecall the perspectives of a panel of experts on key issues in middle market lending and how they differ from large-cap financings (both broadly syndicated and private credit loans)Give a practical description of how terms are converging across marketsModerators: Ryan Rafferty, Jeffrey E. RossPanelists: Michelle Kilkenney, Benton Lewis, Kristen L. Smith, Marisa SotomayorThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley Austin LLP, Private Credit Perspectives, Financial Covenants in Private Credit Transactions (March 24, 2026)Kristen L. SmithSidley Austin LLP, Private Credit Perspectives, Understanding Call Protection in Private Credit: Key Considerations for Lenders (August 28, 2025)Kristen L. SmithPresentation MaterialNuts and Bolts in Leveraged Financings: Considerations in the Middle Market, Broadly Syndicated and Private Credit Markets Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467913 467913 163 G3257 1:34:40 https://www.pli.edu/programs/leveraged-financing/467906?tCode=WTC5_RSS01 Leveraged finance Financing Ethical issues (Ethics and professional responsibility) Artificial intelligence Generative AI Taken from the Web Program Recorded May 21, 2026 in New YorkArtificial Intelligence: Ethical Considerations in Leveraged Financings [01:00:01]Panelists will discuss ethical considerations in leveraged financings raised by artificial intelligence. After completing this program, participants will be able to:Understand the strengths and weaknesses of commercial AI productsManage concurrent representations of the same clientManage concurrent representation of multiple clients in respect of the same transactionFulfill duties to former clients and counterparties and clients and counterparties involved in ancillary mattersDescribe the limits of client confidentialityConduct ethical negotiationsAvoid drafting errorsComply with client policies regarding the use of generative AI and other technologiesRecognize common pitfalls and opportunities for reviewIAPP Privacy credit for Privacy ProfessionalsModerators: Vanessa L. Jackson, Ryan Rafferty, Jeffrey E. RossPanelists: Elizabeth Kirk, Daniel Wertman, Sanders Witkow The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Eli Meltz and Rebecca Yeargan, Davis Polk & Wardwell LLP, Generative AI: Attorney Ethics and Best Practices (Substantive Outline)Sanders WitkowPresentation MaterialBasic responsibilities of an attorneySanders WitkowDefining a Language ModelDaniel WertmanAI: Ethical Considerations in Leveraged FinancingsElizabeth KirkFORMAL OPINION 2025-6: ETHICAL ISSUES AFFECTING USE OF AI TO RECORD, TRANSCRIBE, AND SUMMARIZE CONVERSATIONS WITH CLIENTSVerify, Guide, Train: Lessons From Emerging Attorney AI-Misuse CaselawWhen every word is recorded: AI meeting tools and the new governance risks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467906 467906 25 G3257 1:00:01 https://www.pli.edu/programs/leveraged-financing/467905?tCode=WTC5_RSS01 Leveraged finance Financing Ethical issues (Ethics and professional responsibility) Artificial intelligence Generative AI Taken from the Web Program Recorded May 21, 2026 in New YorkArtificial Intelligence: Ethical Considerations in Leveraged Financings [01:00:01]Panelists will discuss ethical considerations in leveraged financings raised by artificial intelligence. After completing this program, participants will be able to:Understand the strengths and weaknesses of commercial AI productsManage concurrent representations of the same clientManage concurrent representation of multiple clients in respect of the same transactionFulfill duties to former clients and counterparties and clients and counterparties involved in ancillary mattersDescribe the limits of client confidentialityConduct ethical negotiationsAvoid drafting errorsComply with client policies regarding the use of generative AI and other technologiesRecognize common pitfalls and opportunities for reviewIAPP Privacy credit for Privacy ProfessionalsModerators: Vanessa L. Jackson, Ryan Rafferty, Jeffrey E. RossPanelists: Elizabeth Kirk, Daniel Wertman, Sanders Witkow The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Eli Meltz and Rebecca Yeargan, Davis Polk & Wardwell LLP, Generative AI: Attorney Ethics and Best Practices (Substantive Outline)Sanders WitkowPresentation MaterialBasic responsibilities of an attorneySanders WitkowDefining a Language ModelDaniel WertmanAI: Ethical Considerations in Leveraged FinancingsElizabeth KirkFORMAL OPINION 2025-6: ETHICAL ISSUES AFFECTING USE OF AI TO RECORD, TRANSCRIBE, AND SUMMARIZE CONVERSATIONS WITH CLIENTSVerify, Guide, Train: Lessons From Emerging Attorney AI-Misuse CaselawWhen every word is recorded: AI meeting tools and the new governance risks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467905 467905 98 G3257 1:00:43 https://www.pli.edu/programs/leveraged-financing/467904?tCode=WTC5_RSS01 Leveraged finance Financing Ethical issues (Ethics and professional responsibility) Artificial intelligence Generative AI Taken from the Web Program Recorded May 21, 2026 in New YorkArtificial Intelligence: Ethical Considerations in Leveraged Financings [01:00:01]Panelists will discuss ethical considerations in leveraged financings raised by artificial intelligence. After completing this program, participants will be able to:Understand the strengths and weaknesses of commercial AI productsManage concurrent representations of the same clientManage concurrent representation of multiple clients in respect of the same transactionFulfill duties to former clients and counterparties and clients and counterparties involved in ancillary mattersDescribe the limits of client confidentialityConduct ethical negotiationsAvoid drafting errorsComply with client policies regarding the use of generative AI and other technologiesRecognize common pitfalls and opportunities for reviewIAPP Privacy credit for Privacy ProfessionalsModerators: Vanessa L. Jackson, Ryan Rafferty, Jeffrey E. RossPanelists: Elizabeth Kirk, Daniel Wertman, Sanders Witkow The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Eli Meltz and Rebecca Yeargan, Davis Polk & Wardwell LLP, Generative AI: Attorney Ethics and Best Practices (Substantive Outline)Sanders WitkowPresentation MaterialBasic responsibilities of an attorneySanders WitkowDefining a Language ModelDaniel WertmanAI: Ethical Considerations in Leveraged FinancingsElizabeth KirkFORMAL OPINION 2025-6: ETHICAL ISSUES AFFECTING USE OF AI TO RECORD, TRANSCRIBE, AND SUMMARIZE CONVERSATIONS WITH CLIENTSVerify, Guide, Train: Lessons From Emerging Attorney AI-Misuse CaselawWhen every word is recorded: AI meeting tools and the new governance risks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467904 467904 163 G3257 1:00:43 https://www.pli.edu/programs/leveraged-financing/467910?tCode=WTC5_RSS01 Leveraged finance Financing Bankruptcy and restructuring Bankruptcy alternatives Practice skills (Bankruptcy and restructuring) Taken from the Web Program Recorded May 21, 2026 in New YorkHot Button Issues in Leveraged Financing Workouts [03:06:53]Panelists will discuss developments in leveraged financing workouts. After completing this program, participants will be able to:Describe current hot button issues facing distressed companies and the financing sources willing to lend to themUnderstand the potential significance of off-balance sheet arrangements to a company’s overall capital structureDiscuss the recent rise in focus on anti-cooperation provisions, “snooze you lose” provisions and the latest on disqualified lender listsModerators: Ryan Rafferty, Jeffrey E. RossPanelists: Evan Levine, Jacob Ruby, Max SilversteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley Austin LLP, Private Credit Perspectives, Financial Covenants in Private Credit Transactions (March 24, 2026)Kristen L. SmithPresentation MaterialLiability Management OverviewBrent Banks, Jacob B. Ruby, Max Silverstein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467910 467910 163 G3257 1:33:47 https://www.pli.edu/programs/leveraged-financing/467912?tCode=WTC5_RSS01 Leveraged finance Financing Bankruptcy and restructuring Bankruptcy alternatives Practice skills (Bankruptcy and restructuring) Taken from the Web Program Recorded May 21, 2026 in New YorkHot Button Issues in Leveraged Financing Workouts [03:06:53]Panelists will discuss developments in leveraged financing workouts. After completing this program, participants will be able to:Describe current hot button issues facing distressed companies and the financing sources willing to lend to themUnderstand the potential significance of off-balance sheet arrangements to a company’s overall capital structureDiscuss the recent rise in focus on anti-cooperation provisions, “snooze you lose” provisions and the latest on disqualified lender listsModerators: Ryan Rafferty, Jeffrey E. RossPanelists: Evan Levine, Jacob Ruby, Max SilversteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley Austin LLP, Private Credit Perspectives, Financial Covenants in Private Credit Transactions (March 24, 2026)Kristen L. SmithPresentation MaterialLiability Management OverviewBrent Banks, Jacob B. Ruby, Max Silverstein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467912 467912 25 G3257 1:33:06 https://www.pli.edu/programs/leveraged-financing/467911?tCode=WTC5_RSS01 Leveraged finance Financing Bankruptcy and restructuring Bankruptcy alternatives Practice skills (Bankruptcy and restructuring) Taken from the Web Program Recorded May 21, 2026 in New YorkHot Button Issues in Leveraged Financing Workouts [03:06:53]Panelists will discuss developments in leveraged financing workouts. After completing this program, participants will be able to:Describe current hot button issues facing distressed companies and the financing sources willing to lend to themUnderstand the potential significance of off-balance sheet arrangements to a company’s overall capital structureDiscuss the recent rise in focus on anti-cooperation provisions, “snooze you lose” provisions and the latest on disqualified lender listsModerators: Ryan Rafferty, Jeffrey E. RossPanelists: Evan Levine, Jacob Ruby, Max SilversteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley Austin LLP, Private Credit Perspectives, Financial Covenants in Private Credit Transactions (March 24, 2026)Kristen L. SmithPresentation MaterialLiability Management OverviewBrent Banks, Jacob B. Ruby, Max Silverstein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467911 467911 98 G3257 1:33:47 https://www.pli.edu/programs/leveraged-financing/467909?tCode=WTC5_RSS01 Leveraged finance Financing Regulation, compliance, and enforcement (Banking and finance) Insurance Regulation, compliance, and enforcement (Insurance) Taken from the Web Program Recorded May 21, 2026 in New YorkLeveraged Financings Using Insurance Capital [01:00:34]Panelists will discuss developments in leveraged financings using insurance capital. After completing this program, participants will be able to:Understand the reasons why financial sponsors are using insurance capital to execute leveraged finance transactionUnderstand why leveraged finance transactions are attractive investment opportunities for insurance companiesUnderstand how insurance companies are disrupting the traditional bank lender marketBe aware of the evolving landscape relating to the insurance regulatory regime and leveraged finance transactionsModerators: Vanessa L. Jackson, Ryan Rafferty, Jeffrey E. RossPanelists: Sarah Kessler, Marilyn A. Lion, David WattersThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Financings and Insurance Capital—Reinsurance Sidecars (March 2026)Marilyn A. LionPresentation MaterialLeveraged financings using insurance capitalSarah Kessler, Marilyn A. Lion, David Watters Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467909 467909 25 G3257 1:00:34 https://www.pli.edu/programs/leveraged-financing/467907?tCode=WTC5_RSS01 Leveraged finance Financing Regulation, compliance, and enforcement (Banking and finance) Insurance Regulation, compliance, and enforcement (Insurance) Taken from the Web Program Recorded May 21, 2026 in New YorkLeveraged Financings Using Insurance Capital [01:00:34]Panelists will discuss developments in leveraged financings using insurance capital. After completing this program, participants will be able to:Understand the reasons why financial sponsors are using insurance capital to execute leveraged finance transactionUnderstand why leveraged finance transactions are attractive investment opportunities for insurance companiesUnderstand how insurance companies are disrupting the traditional bank lender marketBe aware of the evolving landscape relating to the insurance regulatory regime and leveraged finance transactionsModerators: Vanessa L. Jackson, Ryan Rafferty, Jeffrey E. RossPanelists: Sarah Kessler, Marilyn A. Lion, David WattersThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Financings and Insurance Capital—Reinsurance Sidecars (March 2026)Marilyn A. LionPresentation MaterialLeveraged financings using insurance capitalSarah Kessler, Marilyn A. Lion, David Watters Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467907 467907 163 G3257 1:01:16 https://www.pli.edu/programs/leveraged-financing/467908?tCode=WTC5_RSS01 Leveraged finance Financing Regulation, compliance, and enforcement (Banking and finance) Insurance Regulation, compliance, and enforcement (Insurance) Taken from the Web Program Recorded May 21, 2026 in New YorkLeveraged Financings Using Insurance Capital [01:00:34]Panelists will discuss developments in leveraged financings using insurance capital. After completing this program, participants will be able to:Understand the reasons why financial sponsors are using insurance capital to execute leveraged finance transactionUnderstand why leveraged finance transactions are attractive investment opportunities for insurance companiesUnderstand how insurance companies are disrupting the traditional bank lender marketBe aware of the evolving landscape relating to the insurance regulatory regime and leveraged finance transactionsModerators: Vanessa L. Jackson, Ryan Rafferty, Jeffrey E. RossPanelists: Sarah Kessler, Marilyn A. Lion, David WattersThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Financings and Insurance Capital—Reinsurance Sidecars (March 2026)Marilyn A. LionPresentation MaterialLeveraged financings using insurance capitalSarah Kessler, Marilyn A. Lion, David Watters Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467908 467908 98 G3257 1:01:16 https://www.pli.edu/programs/securities-law-considerations-for-stock-buybacks/469751?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 21, 2026 in New YorkSecurities Law Considerations for Stock Buybacks [00:01:00]After completing this session, participants will be prepared to:  Recognize the reasons for share repurchases Gain insights on the methods of repurchasing shares Identify current disclosure considerations Summarize the SEC’s rules regarding disclosure of share repurchases Presentation MaterialSecurities Law Considerations for Stock BuybacksErica Hogan, Laura Katherine Mann Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469751 469751 98 G4823 1:04:47 https://www.pli.edu/programs/securities-law-considerations-for-stock-buybacks/469752?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 21, 2026 in New YorkSecurities Law Considerations for Stock Buybacks [00:01:00]After completing this session, participants will be prepared to:  Recognize the reasons for share repurchases Gain insights on the methods of repurchasing shares Identify current disclosure considerations Summarize the SEC’s rules regarding disclosure of share repurchases Presentation MaterialSecurities Law Considerations for Stock BuybacksErica Hogan, Laura Katherine Mann Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469752 469752 163 G4823 1:04:47 https://www.pli.edu/catalog/publications/treatise/california-consumer-privacy-act-annotated/423032?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology An extensive analysis of the California Consumer Privacy Act (CCPA), providing discussion, practice tips, and sample forms to assist practitioners in understanding and fulfilling each requirement of the CCPA. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 423032 423032 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/california-consumer-privacy-act-annotated/448114?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology An extensive analysis of the California Consumer Privacy Act (CCPA), providing discussion, practice tips, and sample forms to assist practitioners in understanding and fulfilling each requirement of the CCPA. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448114 448114 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/california-consumer-privacy-act-annotated/370685?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology An extensive analysis of the California Consumer Privacy Act (CCPA), providing discussion, practice tips, and sample forms to assist practitioners in understanding and fulfilling each requirement of the CCPA. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 370685 370685 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/california-consumer-privacy-act-annotated/344049?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology Covering the California Consumer Privacy Act (CCPA), the first law of its kind in the United States providing consumer privacy protections, California Consumer Privacy Act Annotated provides an extensive and organized analysis of the CCPA into concrete practical components. This structured guide equips businesses and practitioners with the tools they need to understand the data they collect and how that data is used, disclosed, and stored, and then develop the framework, policies, and procedures to meet the CCPA notice requirements and to respond to data subject requests. This timely book takes into account the final text of pro­posed regulations the Attorney General submitted to the California Office of Administrative Law on June 1, 2020. With incisive discussion, practice tips, and sample forms, practitioners have the advice they need through each requirement of the CCPA, including in: Determining whether an entity meets certain size and scope thresholds to be subject to the CCPAEvaluating whether personal information collected from consumers, households, and devices is protected under the CCPA or whether an exemption appliesUnderstanding the considerations surrounding the sale of personal information by a business to a third partyDrafting sound notices at collection and privacy policiesUnderstanding the rights the CCPA grants to consumers regarding their personal information, as well as the different exceptions and limitations to these rights, in setting up processes and procedures for complianceBuilding an infrastructure and creating procedures for managing and responding to consumer requests under the CCPAEvaluating security requirements and practices in light of the new private right of action in which consumers can seek actual damages and statutory damages for a personal information security breach that is the result of a business’s failure to use reasonable security Providing crucial insight into the complex regulatory considerations of the CCPA, California Consumer Privacy Act Annotated is a valuable resource for businesses and practitioners. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 344049 344049 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/california-consumer-privacy-act-annotated/331391?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology Covering the California Consumer Privacy Act (CCPA), the first law of its kind in the United States providing consumer privacy protections, California Consumer Privacy Act Annotated provides an extensive and organized analysis of the CCPA into concrete practical components. This structured guide equips businesses and practitioners with the tools they need to understand the data they collect and how that data is used, disclosed, and stored, and then develop the framework, policies, and procedures to meet the CCPA notice requirements and to respond to data subject requests. This timely book takes into account the final text of pro­posed regulations the Attorney General submitted to the California Office of Administrative Law on June 1, 2020. With incisive discussion, practice tips, and sample forms, practitioners have the advice they need through each requirement of the CCPA, including in: Determining whether an entity meets certain size and scope thresholds to be subject to the CCPAEvaluating whether personal information collected from consumers, households, and devices is protected under the CCPA or whether an exemption appliesUnderstanding the considerations surrounding the sale of personal information by a business to a third partyDrafting sound notices at collection and privacy policiesUnderstanding the rights the CCPA grants to consumers regarding their personal information, as well as the different exceptions and limitations to these rights, in setting up processes and procedures for complianceBuilding an infrastructure and creating procedures for managing and responding to consumer requests under the CCPAEvaluating security requirements and practices in light of the new private right of action in which consumers can seek actual damages and statutory damages for a personal information security breach that is the result of a business’s failure to use reasonable security Providing crucial insight into the complex regulatory considerations of the CCPA, California Consumer Privacy Act Annotated is a valuable resource for businesses and practitioners. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 331391 331391 111 0:00:00 https://www.pli.edu/programs/responsible-ai-in-health-tech-from-hype-to-implementation/462399?tCode=WTC5_RSS01 Information technology (Health care) Artificial intelligence Regulation, compliance, and enforcement (Technology) AI is everywhere, but actually putting it to work is complex. This presentation will explore how companies are implementing AI thoughtfully across product development, customer-facing tools, workforce support, and more, without undermining user trust or overloading infrastructure.We'll discuss what "responsible AI" means in practice: from internal governance and data readiness to vendor partnerships and frontline adoption. This session will surface real-world examples, pain points, and frameworks to help organizations operationalize AI in a way that's scalable, secure, and aligned with their mission. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462399 462399 104 G5745 1:01:56 https://www.pli.edu/programs/responsible-ai-in-health-tech-from-hype-to-implementation/465594?tCode=WTC5_RSS01 Information technology (Health care) Artificial intelligence Regulation, compliance, and enforcement (Technology) AI is everywhere, but actually putting it to work is complex. This presentation will explore how companies are implementing AI thoughtfully across product development, customer-facing tools, workforce support, and more, without undermining user trust or overloading infrastructure.We'll discuss what "responsible AI" means in practice: from internal governance and data readiness to vendor partnerships and frontline adoption. This session will surface real-world examples, pain points, and frameworks to help organizations operationalize AI in a way that's scalable, secure, and aligned with their mission. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465594 465594 98 G5745 1:02:38 https://www.pli.edu/programs/responsible-ai-in-health-tech-from-hype-to-implementation/465595?tCode=WTC5_RSS01 Information technology (Health care) Artificial intelligence Regulation, compliance, and enforcement (Technology) AI is everywhere, but actually putting it to work is complex. This presentation will explore how companies are implementing AI thoughtfully across product development, customer-facing tools, workforce support, and more, without undermining user trust or overloading infrastructure.We'll discuss what "responsible AI" means in practice: from internal governance and data readiness to vendor partnerships and frontline adoption. This session will surface real-world examples, pain points, and frameworks to help organizations operationalize AI in a way that's scalable, secure, and aligned with their mission. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465595 465595 163 G5745 1:02:38 https://www.pli.edu/programs/enforcement/467785?tCode=WTC5_RSS01 Antitrust Regulation, compliance, and enforcement (Antitrust) Government lawyers Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 20, 2026 in New YorkLegal and Policy Developments in Enforcement [01:02:42]After completing this session, participants will be able to:   Understand the SEC’s current enforcement postureAssess the DOJ’s new Corporate Enforcement and Voluntary Self-Disclosure PolicyIdentify current legal and policy trends in AI-related enforcementExplain recent developments in the intersection between white collar and national security-related enforcementIdentify industries likely to face continued or increased DOJ and/or SEC enforcement scrutinyGeorge Turner (Panel Leader); Jonathan Lax, David Morrell, Jason RichmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Latham & Watkins LLP, Client Alert, DOJ Focuses FCPA Enforcement with New Guidelines (June 18, 2025)Nicholas L. McQuaidDavis Polk & Wardwell LLP, Client Update, SEC Updates Its Enforcement Manual (February 27, 2026)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, DOJ Announces Guidance on Corporate Enforcement (May 16, 2026)Robert A. CohenLatham & Watkins LLP, Client Alert, Key Insights on DOJ’s Civil Rights Fraud Initiative (May 27, 2025)Nicholas L. McQuaidLatham & Watkins LLP, Client Alert, President Trump Issues Executive Order “Prioritizing the Warfighter in Defense Contracting” (January 27, 2026)Nicholas L. McQuaidSarah L. Levine, et al., Jones Day, Insights, Key Takeaways from the SEC’s Revised Enforcement Manual (March 6, 2026)Sarah L. LevineDavis Polk & Wardwell LLP, Client Update, Deputy Attorney General Delivers Keynote at ACI FCPA Conference (December 11, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, DOJ Issues New Guidelines on FCPA Enforcement (June 12, 2025)Robert A. CohenLatham & Watkins LLP, Client Alert, United States Eases OFAC Sanctions on Syria (May 27, 2025)Nicholas L. McQuaidPresentation MaterialSegment Handout: Legal and Policy Developments in Enforcement, EDNY iLearning IndictmentSegment Handout: Legal and Policy Developments in Enforcement, FinCEN OrderSegment Handout: Legal and Policy Developments in Enforcement, Jones Day Client AlertSegment Handout: Legal and Policy Developments in Enforcement, Reporting Voluntary Self-Disclosures of Violations of National Security Laws Under the Department-wide Corporate Enforcement PolicySegment Handout: Legal and Policy Developments in Enforcement, SDNY v/ Liaw et al. IndictmentSegment Handout: Legal and Policy Developments in Enforcement, USA v. Fejal et al. IndictmentSegment Handout: Legal and Policy Developments in Enforcement, USA v. Nourafchan et al. Indictment Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467785 467785 98 G3087 1:02:42 https://www.pli.edu/programs/enforcement/467786?tCode=WTC5_RSS01 Antitrust Regulation, compliance, and enforcement (Antitrust) Government lawyers Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 20, 2026 in New YorkLegal and Policy Developments in Enforcement [01:02:42]After completing this session, participants will be able to:   Understand the SEC’s current enforcement postureAssess the DOJ’s new Corporate Enforcement and Voluntary Self-Disclosure PolicyIdentify current legal and policy trends in AI-related enforcementExplain recent developments in the intersection between white collar and national security-related enforcementIdentify industries likely to face continued or increased DOJ and/or SEC enforcement scrutinyGeorge Turner (Panel Leader); Jonathan Lax, David Morrell, Jason RichmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Latham & Watkins LLP, Client Alert, DOJ Focuses FCPA Enforcement with New Guidelines (June 18, 2025)Nicholas L. McQuaidDavis Polk & Wardwell LLP, Client Update, SEC Updates Its Enforcement Manual (February 27, 2026)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, DOJ Announces Guidance on Corporate Enforcement (May 16, 2026)Robert A. CohenLatham & Watkins LLP, Client Alert, Key Insights on DOJ’s Civil Rights Fraud Initiative (May 27, 2025)Nicholas L. McQuaidLatham & Watkins LLP, Client Alert, President Trump Issues Executive Order “Prioritizing the Warfighter in Defense Contracting” (January 27, 2026)Nicholas L. McQuaidSarah L. Levine, et al., Jones Day, Insights, Key Takeaways from the SEC’s Revised Enforcement Manual (March 6, 2026)Sarah L. LevineDavis Polk & Wardwell LLP, Client Update, Deputy Attorney General Delivers Keynote at ACI FCPA Conference (December 11, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, DOJ Issues New Guidelines on FCPA Enforcement (June 12, 2025)Robert A. CohenLatham & Watkins LLP, Client Alert, United States Eases OFAC Sanctions on Syria (May 27, 2025)Nicholas L. McQuaidPresentation MaterialSegment Handout: Legal and Policy Developments in Enforcement, EDNY iLearning IndictmentSegment Handout: Legal and Policy Developments in Enforcement, FinCEN OrderSegment Handout: Legal and Policy Developments in Enforcement, Jones Day Client AlertSegment Handout: Legal and Policy Developments in Enforcement, Reporting Voluntary Self-Disclosures of Violations of National Security Laws Under the Department-wide Corporate Enforcement PolicySegment Handout: Legal and Policy Developments in Enforcement, SDNY v/ Liaw et al. IndictmentSegment Handout: Legal and Policy Developments in Enforcement, USA v. Fejal et al. IndictmentSegment Handout: Legal and Policy Developments in Enforcement, USA v. Nourafchan et al. Indictment Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467786 467786 25 G3087 1:02:00 https://www.pli.edu/programs/enforcement/467787?tCode=WTC5_RSS01 Antitrust Regulation, compliance, and enforcement (Antitrust) Government lawyers Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 20, 2026 in New YorkLegal and Policy Developments in Enforcement [01:02:42]After completing this session, participants will be able to:   Understand the SEC’s current enforcement postureAssess the DOJ’s new Corporate Enforcement and Voluntary Self-Disclosure PolicyIdentify current legal and policy trends in AI-related enforcementExplain recent developments in the intersection between white collar and national security-related enforcementIdentify industries likely to face continued or increased DOJ and/or SEC enforcement scrutinyGeorge Turner (Panel Leader); Jonathan Lax, David Morrell, Jason RichmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Latham & Watkins LLP, Client Alert, DOJ Focuses FCPA Enforcement with New Guidelines (June 18, 2025)Nicholas L. McQuaidDavis Polk & Wardwell LLP, Client Update, SEC Updates Its Enforcement Manual (February 27, 2026)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, DOJ Announces Guidance on Corporate Enforcement (May 16, 2026)Robert A. CohenLatham & Watkins LLP, Client Alert, Key Insights on DOJ’s Civil Rights Fraud Initiative (May 27, 2025)Nicholas L. McQuaidLatham & Watkins LLP, Client Alert, President Trump Issues Executive Order “Prioritizing the Warfighter in Defense Contracting” (January 27, 2026)Nicholas L. McQuaidSarah L. Levine, et al., Jones Day, Insights, Key Takeaways from the SEC’s Revised Enforcement Manual (March 6, 2026)Sarah L. LevineDavis Polk & Wardwell LLP, Client Update, Deputy Attorney General Delivers Keynote at ACI FCPA Conference (December 11, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, DOJ Issues New Guidelines on FCPA Enforcement (June 12, 2025)Robert A. CohenLatham & Watkins LLP, Client Alert, United States Eases OFAC Sanctions on Syria (May 27, 2025)Nicholas L. McQuaidPresentation MaterialSegment Handout: Legal and Policy Developments in Enforcement, EDNY iLearning IndictmentSegment Handout: Legal and Policy Developments in Enforcement, FinCEN OrderSegment Handout: Legal and Policy Developments in Enforcement, Jones Day Client AlertSegment Handout: Legal and Policy Developments in Enforcement, Reporting Voluntary Self-Disclosures of Violations of National Security Laws Under the Department-wide Corporate Enforcement PolicySegment Handout: Legal and Policy Developments in Enforcement, SDNY v/ Liaw et al. IndictmentSegment Handout: Legal and Policy Developments in Enforcement, USA v. Fejal et al. IndictmentSegment Handout: Legal and Policy Developments in Enforcement, USA v. Nourafchan et al. Indictment Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467787 467787 163 G3087 1:02:42 https://www.pli.edu/programs/enforcement/467788?tCode=WTC5_RSS01 Government lawyers Technology Artificial intelligence Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 20, 2026 in New YorkEmerging Technologies: AI, Crypto and more [01:01:32]After completing this session, participants will be able to:  Recite Overview of guidance from government regulators Assess positive innovations affecting the industry Understand no-action letters, regulatory sandboxes, and other tools available for innovation Assess collaboration between government and industry Analyze government enforcement actions related to emerging technologies Recall agency priorities  Fiona Moran (Panel Leader); Laura D'Allaird, Alexander MindlinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk & Wardwell LLP, Client Update, America’s AI Action Plan: Pillar 1—Accelerating AI Innovation (July 31, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, America’s AI Action Plan: Pillar 2—Building American AI Infrastructure (August 8, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, America’s AI Action Plan: Pillar 3—Leading in International AI Diplomacy and Security (August 15, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, Federal Reserve and FDIC Take Crypto-Friendly Steps (December 22, 2025)Robert A. Cohen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467788 467788 98 G3087 1:01:32 https://www.pli.edu/programs/enforcement/467789?tCode=WTC5_RSS01 Government lawyers Technology Artificial intelligence Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 20, 2026 in New YorkEmerging Technologies: AI, Crypto and more [01:01:32]After completing this session, participants will be able to:  Recite Overview of guidance from government regulators Assess positive innovations affecting the industry Understand no-action letters, regulatory sandboxes, and other tools available for innovation Assess collaboration between government and industry Analyze government enforcement actions related to emerging technologies Recall agency priorities  Fiona Moran (Panel Leader); Laura D'Allaird, Alexander MindlinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk & Wardwell LLP, Client Update, America’s AI Action Plan: Pillar 1—Accelerating AI Innovation (July 31, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, America’s AI Action Plan: Pillar 2—Building American AI Infrastructure (August 8, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, America’s AI Action Plan: Pillar 3—Leading in International AI Diplomacy and Security (August 15, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, Federal Reserve and FDIC Take Crypto-Friendly Steps (December 22, 2025)Robert A. Cohen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467789 467789 25 G3087 1:00:50 https://www.pli.edu/programs/enforcement/467790?tCode=WTC5_RSS01 Government lawyers Technology Artificial intelligence Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 20, 2026 in New YorkEmerging Technologies: AI, Crypto and more [01:01:32]After completing this session, participants will be able to:  Recite Overview of guidance from government regulators Assess positive innovations affecting the industry Understand no-action letters, regulatory sandboxes, and other tools available for innovation Assess collaboration between government and industry Analyze government enforcement actions related to emerging technologies Recall agency priorities  Fiona Moran (Panel Leader); Laura D'Allaird, Alexander MindlinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk & Wardwell LLP, Client Update, America’s AI Action Plan: Pillar 1—Accelerating AI Innovation (July 31, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, America’s AI Action Plan: Pillar 2—Building American AI Infrastructure (August 8, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, America’s AI Action Plan: Pillar 3—Leading in International AI Diplomacy and Security (August 15, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, Federal Reserve and FDIC Take Crypto-Friendly Steps (December 22, 2025)Robert A. Cohen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467790 467790 163 G3087 1:01:32 https://www.pli.edu/programs/enforcement/467782?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Technology Generative AI Taken from the Web Program Recorded May 20, 2026 in New YorkEthical Issues that Arise When Working with Government Agencies [01:01:33]After completing this session, participants will be able to:  Address ethical challenges in joint/multiple representations with potential conflicting interests. Evaluate challenges in representing corporate entities and employees. Review professional obligations related to contact with unrepresented individuals. Discuss ethical and professional rules for government employees entering private sector in post-government roles. Review SEC Rule 102(e) and recent 102(e) proceedings. Discuss ethical implications of using generative AI in law.Corey R. Amundson (Panel Leader); Stacy Bogert, Richard K. Hayes, David Pitluck, James G. SheehanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Erin Brown Jones, Clare Nida and Matthew Unsworth, Latham & Watkins LLP, Latham.London, Less Tickbox, More Toolbox: 4 Key Takeaways from Latest SFO Guidance on Corporate Compliance Programmes (December 3, 2025)Nicholas L. McQuaidDavis Polk & Wardwell LLP, Client Update, State Attorney General Insider Trading Cases Highlight State Law Securities Enforcement Risk (January 22, 2026)Robert A. CohenPresentation MaterialSegment Handout, Ethical Issues that Arise When Working with Government Agencies, 28 CFR Part 77Segment Handout, Ethical Issues that Arise When Working with Government Agencies, Code of Ethics and Securities LitigationSegment Handout, Ethical Issues that Arise When Working with Government Agencies, NY AG Opinion re Pool CounselSegment Handout, Ethical Issues that Arise When Working with Government Agencies, NYC Bar Association Opinion on Ethical Issues re Use of AISegment Handout, Ethical Issues that Arise When Working with Government Agencies, US v. TournantSegment PPT: Ethical Issues that Arise When Working with Government AgenciesCorey R. Amundson, Stacy Bogert, Richard K. Hayes, David C. Pitluck, James G. Sheehan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467782 467782 98 G3087 1:01:33 https://www.pli.edu/programs/enforcement/467783?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Technology Generative AI Taken from the Web Program Recorded May 20, 2026 in New YorkEthical Issues that Arise When Working with Government Agencies [01:01:33]After completing this session, participants will be able to:  Address ethical challenges in joint/multiple representations with potential conflicting interests. Evaluate challenges in representing corporate entities and employees. Review professional obligations related to contact with unrepresented individuals. Discuss ethical and professional rules for government employees entering private sector in post-government roles. Review SEC Rule 102(e) and recent 102(e) proceedings. Discuss ethical implications of using generative AI in law.Corey R. Amundson (Panel Leader); Stacy Bogert, Richard K. Hayes, David Pitluck, James G. SheehanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Erin Brown Jones, Clare Nida and Matthew Unsworth, Latham & Watkins LLP, Latham.London, Less Tickbox, More Toolbox: 4 Key Takeaways from Latest SFO Guidance on Corporate Compliance Programmes (December 3, 2025)Nicholas L. McQuaidDavis Polk & Wardwell LLP, Client Update, State Attorney General Insider Trading Cases Highlight State Law Securities Enforcement Risk (January 22, 2026)Robert A. CohenPresentation MaterialSegment Handout, Ethical Issues that Arise When Working with Government Agencies, 28 CFR Part 77Segment Handout, Ethical Issues that Arise When Working with Government Agencies, Code of Ethics and Securities LitigationSegment Handout, Ethical Issues that Arise When Working with Government Agencies, NY AG Opinion re Pool CounselSegment Handout, Ethical Issues that Arise When Working with Government Agencies, NYC Bar Association Opinion on Ethical Issues re Use of AISegment Handout, Ethical Issues that Arise When Working with Government Agencies, US v. TournantSegment PPT: Ethical Issues that Arise When Working with Government AgenciesCorey R. Amundson, Stacy Bogert, Richard K. Hayes, David C. Pitluck, James G. Sheehan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467783 467783 25 G3087 1:00:51 https://www.pli.edu/programs/enforcement/467784?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Technology Generative AI Taken from the Web Program Recorded May 20, 2026 in New YorkEthical Issues that Arise When Working with Government Agencies [01:01:33]After completing this session, participants will be able to:  Address ethical challenges in joint/multiple representations with potential conflicting interests. Evaluate challenges in representing corporate entities and employees. Review professional obligations related to contact with unrepresented individuals. Discuss ethical and professional rules for government employees entering private sector in post-government roles. Review SEC Rule 102(e) and recent 102(e) proceedings. Discuss ethical implications of using generative AI in law.Corey R. Amundson (Panel Leader); Stacy Bogert, Richard K. Hayes, David Pitluck, James G. SheehanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Erin Brown Jones, Clare Nida and Matthew Unsworth, Latham & Watkins LLP, Latham.London, Less Tickbox, More Toolbox: 4 Key Takeaways from Latest SFO Guidance on Corporate Compliance Programmes (December 3, 2025)Nicholas L. McQuaidDavis Polk & Wardwell LLP, Client Update, State Attorney General Insider Trading Cases Highlight State Law Securities Enforcement Risk (January 22, 2026)Robert A. CohenPresentation MaterialSegment Handout, Ethical Issues that Arise When Working with Government Agencies, 28 CFR Part 77Segment Handout, Ethical Issues that Arise When Working with Government Agencies, Code of Ethics and Securities LitigationSegment Handout, Ethical Issues that Arise When Working with Government Agencies, NY AG Opinion re Pool CounselSegment Handout, Ethical Issues that Arise When Working with Government Agencies, NYC Bar Association Opinion on Ethical Issues re Use of AISegment Handout, Ethical Issues that Arise When Working with Government Agencies, US v. TournantSegment PPT: Ethical Issues that Arise When Working with Government AgenciesCorey R. Amundson, Stacy Bogert, Richard K. Hayes, David C. Pitluck, James G. Sheehan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467784 467784 163 G3087 1:01:33 https://www.pli.edu/programs/enforcement/467791?tCode=WTC5_RSS01 Cybersecurity and data protection Data breach Government investigations (Data breach) Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded May 20, 2026 in New YorkCybersecurity and Privacy: Working with Law Enforcement and Protecting Sensitive Data [00:58:40]After completing this session, participants will be able to:  Work with law enforcement before, during, and after a cybersecurity event Understand whether companies are viewed as victims or violators?  Understand the data privacy regulatory landscape Assess disclosure, internal controls and compliance measures Understand latest case and investigation developments A. Kristina Littman (Panel Leader); Laura D'Allaird, Dina McLeod, Ayesha K. RasheedThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk & Wardwell LLP, Client Update, California Governor Signs Transparency in Frontier Artificial Intelligence Act (October 9, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, California and New York Launch AI Companion Safety Laws (October 30, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, Texas Governor Signs Responsible AI Governance Act (June 26, 2025)Robert A. CohenLatham & Watkins LLP, Client Alert, Key Insights on President Trump’s Executive Order Limiting Criminal Enforcement of Regulatory Offense (June 9, 2025)Nicholas L. McQuaidBenjamin B. Allensworth, et al., Willkie Farr & Gallagher LLP, Client Alert, December 3 Compliance Date for SEC Amendments to Regulation S-P Is Fast Approaching (October 16, 2025)A. Kristina LittmanU.S. Securities and Exchange Commission, Fiscal Year 2026, Examination Priorities, Division of Examinations (2026)A. Kristina LittmanPresentation MaterialSegment Handout: Cybersecurity and Privacy: Working with Law Enforcement and Protecting Sensitive Data, SEC Announces Cyber and Emerging Technologies Unit to Protect Retail InvestorsSgement Handout: Cybersecurity and Privacy: Working with Law Enforcement and Protecting Sensitive Data, Second Report to Congress on its Work to Fight Ransomware and other Cyberattacks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467791 467791 98 G3087 0:58:40 https://www.pli.edu/programs/enforcement/467792?tCode=WTC5_RSS01 Cybersecurity and data protection Data breach Government investigations (Data breach) Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded May 20, 2026 in New YorkCybersecurity and Privacy: Working with Law Enforcement and Protecting Sensitive Data [00:58:40]After completing this session, participants will be able to:  Work with law enforcement before, during, and after a cybersecurity event Understand whether companies are viewed as victims or violators?  Understand the data privacy regulatory landscape Assess disclosure, internal controls and compliance measures Understand latest case and investigation developments A. Kristina Littman (Panel Leader); Laura D'Allaird, Dina McLeod, Ayesha K. RasheedThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk & Wardwell LLP, Client Update, California Governor Signs Transparency in Frontier Artificial Intelligence Act (October 9, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, California and New York Launch AI Companion Safety Laws (October 30, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, Texas Governor Signs Responsible AI Governance Act (June 26, 2025)Robert A. CohenLatham & Watkins LLP, Client Alert, Key Insights on President Trump’s Executive Order Limiting Criminal Enforcement of Regulatory Offense (June 9, 2025)Nicholas L. McQuaidBenjamin B. Allensworth, et al., Willkie Farr & Gallagher LLP, Client Alert, December 3 Compliance Date for SEC Amendments to Regulation S-P Is Fast Approaching (October 16, 2025)A. Kristina LittmanU.S. Securities and Exchange Commission, Fiscal Year 2026, Examination Priorities, Division of Examinations (2026)A. Kristina LittmanPresentation MaterialSegment Handout: Cybersecurity and Privacy: Working with Law Enforcement and Protecting Sensitive Data, SEC Announces Cyber and Emerging Technologies Unit to Protect Retail InvestorsSgement Handout: Cybersecurity and Privacy: Working with Law Enforcement and Protecting Sensitive Data, Second Report to Congress on its Work to Fight Ransomware and other Cyberattacks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467792 467792 25 G3087 0:57:58 https://www.pli.edu/programs/enforcement/467793?tCode=WTC5_RSS01 Cybersecurity and data protection Data breach Government investigations (Data breach) Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded May 20, 2026 in New YorkCybersecurity and Privacy: Working with Law Enforcement and Protecting Sensitive Data [00:58:40]After completing this session, participants will be able to:  Work with law enforcement before, during, and after a cybersecurity event Understand whether companies are viewed as victims or violators?  Understand the data privacy regulatory landscape Assess disclosure, internal controls and compliance measures Understand latest case and investigation developments A. Kristina Littman (Panel Leader); Laura D'Allaird, Dina McLeod, Ayesha K. RasheedThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk & Wardwell LLP, Client Update, California Governor Signs Transparency in Frontier Artificial Intelligence Act (October 9, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, California and New York Launch AI Companion Safety Laws (October 30, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, Texas Governor Signs Responsible AI Governance Act (June 26, 2025)Robert A. CohenLatham & Watkins LLP, Client Alert, Key Insights on President Trump’s Executive Order Limiting Criminal Enforcement of Regulatory Offense (June 9, 2025)Nicholas L. McQuaidBenjamin B. Allensworth, et al., Willkie Farr & Gallagher LLP, Client Alert, December 3 Compliance Date for SEC Amendments to Regulation S-P Is Fast Approaching (October 16, 2025)A. Kristina LittmanU.S. Securities and Exchange Commission, Fiscal Year 2026, Examination Priorities, Division of Examinations (2026)A. Kristina LittmanPresentation MaterialSegment Handout: Cybersecurity and Privacy: Working with Law Enforcement and Protecting Sensitive Data, SEC Announces Cyber and Emerging Technologies Unit to Protect Retail InvestorsSgement Handout: Cybersecurity and Privacy: Working with Law Enforcement and Protecting Sensitive Data, Second Report to Congress on its Work to Fight Ransomware and other Cyberattacks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467793 467793 163 G3087 0:58:40 https://www.pli.edu/programs/enforcement/467794?tCode=WTC5_RSS01 Derivatives Swap dealers Regulation, compliance, and enforcement (Securities and other financial products) Securities fraud Taken from the Web Program Recorded May 20, 2026 in New YorkSwaps and Derivatives and Market Enforcement: Trends and Lessons from the Past [01:00:45]After completing this session, participants will be able to:  Assess new developments in swaps and derivatives law and regulation  Summarize updates on enforcement trends: manipulation, fraud and false price reporting Understand civil and criminal exposure – industry-wise practices, how to prepare a defense Analyze foreign exchange swaps and derivatives Recall agency priorities  Daniel Michael (Panel Leader); David I. Miller, Andrew ThomasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk & Wardwell LLP, Client Update, CFTC Announces Changes to Investigations and Resolution Process (December 9, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, CFTC Announces Advisory on Referrals to DOJ (July 16, 2025)Robert A. Cohen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467794 467794 98 G3087 1:00:45 https://www.pli.edu/programs/enforcement/467795?tCode=WTC5_RSS01 Derivatives Swap dealers Regulation, compliance, and enforcement (Securities and other financial products) Securities fraud Taken from the Web Program Recorded May 20, 2026 in New YorkSwaps and Derivatives and Market Enforcement: Trends and Lessons from the Past [01:00:45]After completing this session, participants will be able to:  Assess new developments in swaps and derivatives law and regulation  Summarize updates on enforcement trends: manipulation, fraud and false price reporting Understand civil and criminal exposure – industry-wise practices, how to prepare a defense Analyze foreign exchange swaps and derivatives Recall agency priorities  Daniel Michael (Panel Leader); David I. Miller, Andrew ThomasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk & Wardwell LLP, Client Update, CFTC Announces Changes to Investigations and Resolution Process (December 9, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, CFTC Announces Advisory on Referrals to DOJ (July 16, 2025)Robert A. Cohen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467795 467795 25 G3087 1:00:04 https://www.pli.edu/programs/enforcement/467796?tCode=WTC5_RSS01 Derivatives Swap dealers Regulation, compliance, and enforcement (Securities and other financial products) Securities fraud Taken from the Web Program Recorded May 20, 2026 in New YorkSwaps and Derivatives and Market Enforcement: Trends and Lessons from the Past [01:00:45]After completing this session, participants will be able to:  Assess new developments in swaps and derivatives law and regulation  Summarize updates on enforcement trends: manipulation, fraud and false price reporting Understand civil and criminal exposure – industry-wise practices, how to prepare a defense Analyze foreign exchange swaps and derivatives Recall agency priorities  Daniel Michael (Panel Leader); David I. Miller, Andrew ThomasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk & Wardwell LLP, Client Update, CFTC Announces Changes to Investigations and Resolution Process (December 9, 2025)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, CFTC Announces Advisory on Referrals to DOJ (July 16, 2025)Robert A. Cohen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467796 467796 163 G3087 1:00:45 https://www.pli.edu/programs/expert-witness/467780?tCode=WTC5_RSS01 Commercial litigation Practice skills (Litigation) Expert witnesses Daubert standard Complex litigation Taken from the Web Program Recorded May 20, 2026 in New YorkRole of Expert Witnesses in Complex Litigation, Qualifications and Disclosure Requirements [01:06:50]This panel will cover the role of expert witnesses in complex litigation. After completing this session, participants will be able to:Understand when and why to use expertsComprehend who qualifies as an expert according to Rule 702, Daubert and FryeUnderstand the roles of testifying versus non-testifying expertsComply with disclosure requirements under Rule 26Identify experts and research prior experienceDeborah A. Elman, Arjun P. RaoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Expert Qualifications and Disclosure Requirements (February 21, 2025)Deborah A. Elman,Arjun P. RaoPresentation MaterialRole of Expert Witnesses PowerPointDeborah A. Elman, Arjun P. Rao Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467780 467780 163 G3090 1:06:50 https://www.pli.edu/programs/expert-witness/467778?tCode=WTC5_RSS01 Commercial litigation Practice skills (Litigation) Expert witnesses Daubert standard Complex litigation Taken from the Web Program Recorded May 20, 2026 in New YorkRole of Expert Witnesses in Complex Litigation, Qualifications and Disclosure Requirements [01:06:50]This panel will cover the role of expert witnesses in complex litigation. After completing this session, participants will be able to:Understand when and why to use expertsComprehend who qualifies as an expert according to Rule 702, Daubert and FryeUnderstand the roles of testifying versus non-testifying expertsComply with disclosure requirements under Rule 26Identify experts and research prior experienceDeborah A. Elman, Arjun P. RaoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Expert Qualifications and Disclosure Requirements (February 21, 2025)Deborah A. Elman,Arjun P. RaoPresentation MaterialRole of Expert Witnesses PowerPointDeborah A. Elman, Arjun P. Rao Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467778 467778 98 G3090 1:06:50 https://www.pli.edu/programs/expert-witness/467779?tCode=WTC5_RSS01 Commercial litigation Practice skills (Litigation) Expert witnesses Daubert standard Complex litigation Taken from the Web Program Recorded May 20, 2026 in New YorkRole of Expert Witnesses in Complex Litigation, Qualifications and Disclosure Requirements [01:06:50]This panel will cover the role of expert witnesses in complex litigation. After completing this session, participants will be able to:Understand when and why to use expertsComprehend who qualifies as an expert according to Rule 702, Daubert and FryeUnderstand the roles of testifying versus non-testifying expertsComply with disclosure requirements under Rule 26Identify experts and research prior experienceDeborah A. Elman, Arjun P. RaoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Expert Qualifications and Disclosure Requirements (February 21, 2025)Deborah A. Elman,Arjun P. RaoPresentation MaterialRole of Expert Witnesses PowerPointDeborah A. Elman, Arjun P. Rao Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467779 467779 25 G3090 1:06:09 https://www.pli.edu/programs/expert-witness/467777?tCode=WTC5_RSS01 Depositions Practice skills (Litigation) Witness preparation Expert witnesses Legal writing, drafting, and negotiation Taken from the Web Program Recorded May 20, 2026 in New YorkThe Expert Report, Depositions and Managing the Expert Relationship [01:03:40]This panel will cover the expert report, depositions and managing relationships with experts. After completing this session, participants will be able to:Draft the expert reportTake an expert deposition: preparation tips and strategyDefend an expert deposition: preparation tips and strategyUnderstand the criminal and appellate perspective on working with expertsManage the expert-attorney relationship: an expert’s perspectiveSantiago Dellepiane, Brian A. Herman, Tamar Lerer, Katherine M. SindersonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Winning the Expert Battle: Strategies for Preparing Expert Reports and Expert DepositionsBrian A. Herman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467777 467777 163 G3090 1:04:22 https://www.pli.edu/programs/expert-witness/467776?tCode=WTC5_RSS01 Depositions Practice skills (Litigation) Witness preparation Expert witnesses Legal writing, drafting, and negotiation Taken from the Web Program Recorded May 20, 2026 in New YorkThe Expert Report, Depositions and Managing the Expert Relationship [01:03:40]This panel will cover the expert report, depositions and managing relationships with experts. After completing this session, participants will be able to:Draft the expert reportTake an expert deposition: preparation tips and strategyDefend an expert deposition: preparation tips and strategyUnderstand the criminal and appellate perspective on working with expertsManage the expert-attorney relationship: an expert’s perspectiveSantiago Dellepiane, Brian A. Herman, Tamar Lerer, Katherine M. SindersonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Winning the Expert Battle: Strategies for Preparing Expert Reports and Expert DepositionsBrian A. Herman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467776 467776 25 G3090 1:03:40 https://www.pli.edu/programs/expert-witness/467775?tCode=WTC5_RSS01 Depositions Practice skills (Litigation) Witness preparation Expert witnesses Legal writing, drafting, and negotiation Taken from the Web Program Recorded May 20, 2026 in New YorkThe Expert Report, Depositions and Managing the Expert Relationship [01:03:40]This panel will cover the expert report, depositions and managing relationships with experts. After completing this session, participants will be able to:Draft the expert reportTake an expert deposition: preparation tips and strategyDefend an expert deposition: preparation tips and strategyUnderstand the criminal and appellate perspective on working with expertsManage the expert-attorney relationship: an expert’s perspectiveSantiago Dellepiane, Brian A. Herman, Tamar Lerer, Katherine M. SindersonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Winning the Expert Battle: Strategies for Preparing Expert Reports and Expert DepositionsBrian A. Herman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467775 467775 98 G3090 1:04:22 https://www.pli.edu/programs/expert-witness/467774?tCode=WTC5_RSS01 Practice skills (Litigation) Pre-trial procedure Direct examination Expert witnesses Cross-examination Taken from the Web Program Recorded May 20, 2026 in New YorkExpert Challenges and Use of Experts at Trial [01:01:12]This panel will cover expert challenges and using experts at trial. After completing this session, participants will be able to:Navigate pre-trial challenges: whether, when and howConduct direct examination: lay the foundation, present effectively, and use demonstrativesConduct effective cross examination: preparation tips and strategySheila S. Boston, Julie E. Cohen, John MaloyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Individual Defendants’ Memorandum of Law in Support of Their Motion to Exclude the Report, Testimony, and Opinions of Harvey L. Pitt, Securities and Exchange Commission v. ITT Educational Services, Inc., et al., No. 1:15-cv-00758-JMS-MJD (S.D. Ind. 2017)Brian A. HermanIndividual Defendants’ Reply Memorandum in Support of Their Motion to Exclude the Report, Testimony, and Opinions of Harvey L. Pitt, Securities and Exchange Commission v. ITT Educational Services, Inc., et al., No. 1:15-cv-00758-JMS-MJD (S.D. Ind. 2017)Brian A. HermanOrder, Securities and Exchange Commission v. ITT Educational Services, Inc., et al., No. 1:15-cv-00758-JMS-MJD (S.D. Ind. 2018)Brian A. HermanMemorandum of Law in Support of Nathaniel Chastain’s Motion to Exclude the Report, Testimony, and Opinions of Professor Daniel Taylor, United States v. Chastain, No. 22-cr-305 (JMF) (S.D.N.Y. 2023)Brian A. HermanMemorandum of Law in Opposition to the Government’s Motion to Exclude the Testimony of Dr. Matthew Edman and Professor Douglas Skinner, United States v. Chastain, No. 22-cr-305 (JMF) (S.D.N.Y. 2023)Brian A. Herman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467774 467774 163 G3090 1:01:12 https://www.pli.edu/programs/expert-witness/467772?tCode=WTC5_RSS01 Practice skills (Litigation) Pre-trial procedure Direct examination Expert witnesses Cross-examination Taken from the Web Program Recorded May 20, 2026 in New YorkExpert Challenges and Use of Experts at Trial [01:01:12]This panel will cover expert challenges and using experts at trial. After completing this session, participants will be able to:Navigate pre-trial challenges: whether, when and howConduct direct examination: lay the foundation, present effectively, and use demonstrativesConduct effective cross examination: preparation tips and strategySheila S. Boston, Julie E. Cohen, John MaloyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Individual Defendants’ Memorandum of Law in Support of Their Motion to Exclude the Report, Testimony, and Opinions of Harvey L. Pitt, Securities and Exchange Commission v. ITT Educational Services, Inc., et al., No. 1:15-cv-00758-JMS-MJD (S.D. Ind. 2017)Brian A. HermanIndividual Defendants’ Reply Memorandum in Support of Their Motion to Exclude the Report, Testimony, and Opinions of Harvey L. Pitt, Securities and Exchange Commission v. ITT Educational Services, Inc., et al., No. 1:15-cv-00758-JMS-MJD (S.D. Ind. 2017)Brian A. HermanOrder, Securities and Exchange Commission v. ITT Educational Services, Inc., et al., No. 1:15-cv-00758-JMS-MJD (S.D. Ind. 2018)Brian A. HermanMemorandum of Law in Support of Nathaniel Chastain’s Motion to Exclude the Report, Testimony, and Opinions of Professor Daniel Taylor, United States v. Chastain, No. 22-cr-305 (JMF) (S.D.N.Y. 2023)Brian A. HermanMemorandum of Law in Opposition to the Government’s Motion to Exclude the Testimony of Dr. Matthew Edman and Professor Douglas Skinner, United States v. Chastain, No. 22-cr-305 (JMF) (S.D.N.Y. 2023)Brian A. Herman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467772 467772 98 G3090 1:01:12 https://www.pli.edu/programs/expert-witness/467773?tCode=WTC5_RSS01 Practice skills (Litigation) Pre-trial procedure Direct examination Expert witnesses Cross-examination Taken from the Web Program Recorded May 20, 2026 in New YorkExpert Challenges and Use of Experts at Trial [01:01:12]This panel will cover expert challenges and using experts at trial. After completing this session, participants will be able to:Navigate pre-trial challenges: whether, when and howConduct direct examination: lay the foundation, present effectively, and use demonstrativesConduct effective cross examination: preparation tips and strategySheila S. Boston, Julie E. Cohen, John MaloyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Individual Defendants’ Memorandum of Law in Support of Their Motion to Exclude the Report, Testimony, and Opinions of Harvey L. Pitt, Securities and Exchange Commission v. ITT Educational Services, Inc., et al., No. 1:15-cv-00758-JMS-MJD (S.D. Ind. 2017)Brian A. HermanIndividual Defendants’ Reply Memorandum in Support of Their Motion to Exclude the Report, Testimony, and Opinions of Harvey L. Pitt, Securities and Exchange Commission v. ITT Educational Services, Inc., et al., No. 1:15-cv-00758-JMS-MJD (S.D. Ind. 2017)Brian A. HermanOrder, Securities and Exchange Commission v. ITT Educational Services, Inc., et al., No. 1:15-cv-00758-JMS-MJD (S.D. Ind. 2018)Brian A. HermanMemorandum of Law in Support of Nathaniel Chastain’s Motion to Exclude the Report, Testimony, and Opinions of Professor Daniel Taylor, United States v. Chastain, No. 22-cr-305 (JMF) (S.D.N.Y. 2023)Brian A. HermanMemorandum of Law in Opposition to the Government’s Motion to Exclude the Testimony of Dr. Matthew Edman and Professor Douglas Skinner, United States v. Chastain, No. 22-cr-305 (JMF) (S.D.N.Y. 2023)Brian A. Herman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467773 467773 25 G3090 1:00:31 https://www.pli.edu/programs/enforcement/467797?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Government lawyers Taken from the Web Program Recorded May 20, 2026 in New YorkEnforcement Priorities of Government Agencies [01:19:27]After completing this session, participants will be able to:  Understand the overview of agency missions and current priorities Restate hot issues in federal law enforcement Understand how agencies cases against individuals Analyze remedies agencies can pursue Assess the next new enforcement areas that are enforcement priorities Understand interagency coordination: What, When, Why and How Recall agency priorities  Michael Bosworth (Panel Leader); Katherine J. Calle, Amanda Houle, David I. Miller, Molly Moeser, Samuel J. WaldonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk & Wardwell LLP, Client Update, DOJ Announces Self-Disclosure Policy for All Criminal Cases (March 16, 2026)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, SDNY Announces New Self-Reporting Policy (March 2, 2026)Robert A. CohenLatham & Watkins LLP, Client Alert, SDNY Releases New Corporate Enforcement and Voluntary Self-Disclosure Program for Financial Crimes (March 6, 2026)Nicholas L. McQuaidRobert A. Cohen, et al., Davis Polk & Wardwell LLP, Client Update, SEC Enforcement Director Outlines Priorities in First Public Remarks (February 13, 2026)Robert A. CohenLatham & Watkins LLP, Client Alert, DOJ Corporate Enforcement Update: The New Department-Wide Self-Disclosure Policy (March 11, 2026)Nicholas L. McQuaid Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467797 467797 98 G3087 1:19:27 https://www.pli.edu/programs/enforcement/467798?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Government lawyers Taken from the Web Program Recorded May 20, 2026 in New YorkEnforcement Priorities of Government Agencies [01:19:27]After completing this session, participants will be able to:  Understand the overview of agency missions and current priorities Restate hot issues in federal law enforcement Understand how agencies cases against individuals Analyze remedies agencies can pursue Assess the next new enforcement areas that are enforcement priorities Understand interagency coordination: What, When, Why and How Recall agency priorities  Michael Bosworth (Panel Leader); Katherine J. Calle, Amanda Houle, David I. Miller, Molly Moeser, Samuel J. WaldonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk & Wardwell LLP, Client Update, DOJ Announces Self-Disclosure Policy for All Criminal Cases (March 16, 2026)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, SDNY Announces New Self-Reporting Policy (March 2, 2026)Robert A. CohenLatham & Watkins LLP, Client Alert, SDNY Releases New Corporate Enforcement and Voluntary Self-Disclosure Program for Financial Crimes (March 6, 2026)Nicholas L. McQuaidRobert A. Cohen, et al., Davis Polk & Wardwell LLP, Client Update, SEC Enforcement Director Outlines Priorities in First Public Remarks (February 13, 2026)Robert A. CohenLatham & Watkins LLP, Client Alert, DOJ Corporate Enforcement Update: The New Department-Wide Self-Disclosure Policy (March 11, 2026)Nicholas L. McQuaid Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467798 467798 25 G3087 1:18:45 https://www.pli.edu/programs/enforcement/467799?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Government lawyers Taken from the Web Program Recorded May 20, 2026 in New YorkEnforcement Priorities of Government Agencies [01:19:27]After completing this session, participants will be able to:  Understand the overview of agency missions and current priorities Restate hot issues in federal law enforcement Understand how agencies cases against individuals Analyze remedies agencies can pursue Assess the next new enforcement areas that are enforcement priorities Understand interagency coordination: What, When, Why and How Recall agency priorities  Michael Bosworth (Panel Leader); Katherine J. Calle, Amanda Houle, David I. Miller, Molly Moeser, Samuel J. WaldonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk & Wardwell LLP, Client Update, DOJ Announces Self-Disclosure Policy for All Criminal Cases (March 16, 2026)Robert A. CohenDavis Polk & Wardwell LLP, Client Update, SDNY Announces New Self-Reporting Policy (March 2, 2026)Robert A. CohenLatham & Watkins LLP, Client Alert, SDNY Releases New Corporate Enforcement and Voluntary Self-Disclosure Program for Financial Crimes (March 6, 2026)Nicholas L. McQuaidRobert A. Cohen, et al., Davis Polk & Wardwell LLP, Client Update, SEC Enforcement Director Outlines Priorities in First Public Remarks (February 13, 2026)Robert A. CohenLatham & Watkins LLP, Client Alert, DOJ Corporate Enforcement Update: The New Department-Wide Self-Disclosure Policy (March 11, 2026)Nicholas L. McQuaid Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467799 467799 163 G3087 1:19:27 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/chb/443017?tCode=WTC5_RSS01 Intellectual property Invention disclosures Patentability Obviousness Prior art Uncertainty around 35 U.S.C. § 101 continues—and in many ways it is growing. Eligibility determinations can vary from case to case, examiner to examiner, and technology to technology, with no clear legislative fix or Supreme Court guidance on the near horizon. This program offers practical, forward-looking insights from both the USPTO and the CAFC. Because Section 101 decisions can shape patent value for decades, we will also discuss whether PERA (if enacted) could improve the path ahead. You will leave with a clearer understanding of current PTO policy, recent CAFC trends, and what these developments may mean for patents being prosecuted today and enforced in the years to come.Sections 102 (pre- and post-AIA) and 103 are litigated and examined both inside and outside the USPTO. This program will help you understand key recent interpretations and what may be coming next. We will also cover Section 112 in the post-Amgen landscape. Finally, we will address design patents—now that the full scope of KSR applies to designs, what should practitioners expect next?  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443017 443017 28 G3105 0:00:00 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/chb/443018?tCode=WTC5_RSS01 Intellectual property Invention disclosures Patentability Obviousness Prior art Uncertainty around 35 U.S.C. § 101 continues—and in many ways it is growing. Eligibility determinations can vary from case to case, examiner to examiner, and technology to technology, with no clear legislative fix or Supreme Court guidance on the near horizon. This program offers practical, forward-looking insights from both the USPTO and the CAFC. Because Section 101 decisions can shape patent value for decades, we will also discuss whether PERA (if enacted) could improve the path ahead. You will leave with a clearer understanding of current PTO policy, recent CAFC trends, and what these developments may mean for patents being prosecuted today and enforced in the years to come.Sections 102 (pre- and post-AIA) and 103 are litigated and examined both inside and outside the USPTO. This program will help you understand key recent interpretations and what may be coming next. We will also cover Section 112 in the post-Amgen landscape. Finally, we will address design patents—now that the full scope of KSR applies to designs, what should practitioners expect next?  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443018 443018 257 G3105 0:00:00 https://www.pli.edu/programs/international-arbitration/chb/442371?tCode=WTC5_RSS01 International law International arbitration Litigation Arbitration Practice skills (Litigation) If your company or client has a dispute arising out of a contract with a foreign party, international arbitration represents the best method of resolving that dispute in a neutral forum and enforcing any subsequent award. However, the resolution of international business disputes through arbitration requires you to consider different issues to those that arise when resolving disputes through litigation: What is the appropriate place of arbitration? Under which rules should you arbitrate? How many arbitrators should you have? Which arbitrator should you choose? How can you make the proceeding more efficient? How do you enforce an award? This program will address these and other critical issues and give you the information you need to successfully navigate the international arbitration process. Join our exceptional faculty of experienced practitioners for instruction on the most current and important topics in this fast-growing field. If you handle any aspects of international arbitration or mediation for your clients or company, you will not want to miss this conference.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442371 442371 28 G3089 0:00:00 https://www.pli.edu/programs/international-arbitration/chb/442372?tCode=WTC5_RSS01 International law International arbitration Litigation Arbitration Practice skills (Litigation) If your company or client has a dispute arising out of a contract with a foreign party, international arbitration represents the best method of resolving that dispute in a neutral forum and enforcing any subsequent award. However, the resolution of international business disputes through arbitration requires you to consider different issues to those that arise when resolving disputes through litigation: What is the appropriate place of arbitration? Under which rules should you arbitrate? How many arbitrators should you have? Which arbitrator should you choose? How can you make the proceeding more efficient? How do you enforce an award? This program will address these and other critical issues and give you the information you need to successfully navigate the international arbitration process. Join our exceptional faculty of experienced practitioners for instruction on the most current and important topics in this fast-growing field. If you handle any aspects of international arbitration or mediation for your clients or company, you will not want to miss this conference.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442372 442372 257 G3089 0:00:00 https://www.pli.edu/catalog/publications/treatise/net-leases-and-sale-leasebacks-a-guide-to-legal-tax-and-accounting-strategies/396849?tCode=WTC5_RSS01 Accounting and financial reporting Financial accounting Financing Commercial ground leases Tax Coverage of all aspects of the ownership, financing, documentation, taxation and accounting for net leases with a focus on those areas where the treatment of net leases differs from the treatment of other forms of real estate investment. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 396849 396849 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/net-leases-and-sale-leasebacks-a-guide-to-legal-tax-and-accounting-strategies/448112?tCode=WTC5_RSS01 Accounting and financial reporting Financial accounting Financing Commercial ground leases Tax Coverage of all aspects of the ownership, financing, documentation, taxation and accounting for net leases with a focus on those areas where the treatment of net leases differs from the treatment of other forms of real estate investment. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448112 448112 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/net-leases-and-sale-leasebacks-a-guide-to-legal-tax-and-accounting-strategies/369199?tCode=WTC5_RSS01 Accounting and financial reporting Financial accounting Financing Commercial ground leases Tax Net Leases and Sale-Leasebacks: A Guide to Legal, Tax and Accounting Strategies, authored by specialist Ken Miller (Gorman & Miller), covers every aspect of the ownership, financing, documentation, taxation and accounting for net leases and sale-leasebacks with a focus on those areas where the treatment of net leases and sale-leasebacks differs from the treatment of other forms of real estate investment. The book includes in-depth guidance on sophisticated and complex structuring issues, particularly with respect to the latest tax and financial accounting rules, and provides readers with several appendices to assist with the nuts and bolts of net leasing practice, including a sample Net Lease, a sample Ground Lease, and a Section 467 Rental Agreement Accrual Table. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 369199 369199 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/net-leases-and-sale-leasebacks-a-guide-to-legal-tax-and-accounting-strategies/423030?tCode=WTC5_RSS01 Accounting and financial reporting Financial accounting Financing Commercial ground leases Tax Coverage of all aspects of the ownership, financing, documentation, taxation and accounting for net leases with a focus on those areas where the treatment of net leases differs from the treatment of other forms of real estate investment. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 423030 423030 59 0:00:00 https://www.pli.edu/programs/civility-in-the-courtroom-the-view-from-the-bench/460050?tCode=WTC5_RSS01 Professional conduct Practice skills (Litigation) It’s hard to dispute that a civil and professional approach to practice in every setting—the courtroom, the conference room, and the C-suite—is the “right” thing to do. Some courts have adopted guidelines and best practices that provide for this. But can it also be the smart and effective thing to do? Does it lead to better outcomes for clients? Is it the easy way out, or the harder path? When a lawyer behaves badly, it can take a lot of discipline not to respond in kind. Are there some lines that just cannot be crossed? And when the bad behavior happens in a courtroom, it is a case management challenge, and perhaps an opportunity for the judge and all the parties.  This moderated conversation among a senior in-house counsel, an outside counsel, and a federal judge will explore these questions in the context of practical, legal experience and offer some useful tips.PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460050 460050 32 G5712 1:01:25 https://www.pli.edu/programs/the-dols-proposed-regulation-fiduciary-duties-in-selecting-designated-investment-alternatives--a-pathway-to-alts-in-401k-plans/462653?tCode=WTC5_RSS01 Employee benefits 401(k) plans Regulation, compliance, and enforcement (Employee benefits) Retirement benefits Investment fund management On March 31, 2026, the Department of Labor (“DOL”) released its much-anticipated proposed regulation called “Fiduciary Duties in Selecting Designated Investment Alternatives” (the “Proposed Rule”). The DOL issued the Proposed Rule in response to White House Executive Order 14330 (August 7, 2025) entitled “Democratizing Access to Alternative Assets for 401(k) Investors.” The DOL states that the Proposed Rule provides a “safe harbor” that ERISA plan fiduciaries can follow when evaluating designated investment alternatives, including those that include “alternative assets.” Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462653 462653 104 G5760 1:01:06 https://www.pli.edu/programs/the-dols-proposed-regulation-fiduciary-duties-in-selecting-designated-investment-alternatives--a-pathway-to-alts-in-401k-plans/465550?tCode=WTC5_RSS01 Employee benefits 401(k) plans Regulation, compliance, and enforcement (Employee benefits) Retirement benefits Investment fund management On March 31, 2026, the Department of Labor (“DOL”) released its much-anticipated proposed regulation called “Fiduciary Duties in Selecting Designated Investment Alternatives” (the “Proposed Rule”). The DOL issued the Proposed Rule in response to White House Executive Order 14330 (August 7, 2025) entitled “Democratizing Access to Alternative Assets for 401(k) Investors.” The DOL states that the Proposed Rule provides a “safe harbor” that ERISA plan fiduciaries can follow when evaluating designated investment alternatives, including those that include “alternative assets.” Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465550 465550 98 G5760 1:01:48 https://www.pli.edu/programs/the-dols-proposed-regulation-fiduciary-duties-in-selecting-designated-investment-alternatives--a-pathway-to-alts-in-401k-plans/465549?tCode=WTC5_RSS01 Employee benefits 401(k) plans Regulation, compliance, and enforcement (Employee benefits) Retirement benefits Investment fund management On March 31, 2026, the Department of Labor (“DOL”) released its much-anticipated proposed regulation called “Fiduciary Duties in Selecting Designated Investment Alternatives” (the “Proposed Rule”). The DOL issued the Proposed Rule in response to White House Executive Order 14330 (August 7, 2025) entitled “Democratizing Access to Alternative Assets for 401(k) Investors.” The DOL states that the Proposed Rule provides a “safe harbor” that ERISA plan fiduciaries can follow when evaluating designated investment alternatives, including those that include “alternative assets.” Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465549 465549 163 G5760 1:01:48 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/441316?tCode=WTC5_RSS01 Corporate tax Tax Tax planning and strategy CAMT is an entirely new basis for income taxation – a chimera of tax rules and financial accounting principles. To help you navigate this new system, PLI is pleased to present this one-day program focusing on the differences between CAMT and the “regular” tax system, with an emphasis on domestic and cross-border corporate and partnership transactions.The faculty includes leading experts and government representatives who are involved in commenting on and drafting the CAMT notices and the proposed CAMT regulations. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441316 441316 32 G5316 5:17:25 https://www.pli.edu/programs/prison-law/442892?tCode=WTC5_RSS01 Incarcerated individuals Litigation Civil rights litigation Public interest law and pro bono PLI’s Prison Law program offers a unique focus on evolving prison law issues. This program is designed for lawyers who work with respect to conditions of confinement and treatment of incarcerated and detained persons. This is an area where advocates face increasingly challenging legal issues, whether they represent incarcerated individuals from a public interest practice, private practice, or as a policy advocate. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442892 442892 32 G3146 6:12:53 https://www.pli.edu/programs/trademark-law-workshop/467491?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark infringement Trademark litigation Taken from the Web Program Recorded May 19, 2026 in San FranciscoAdvanced Trademark Litigation Strategy [01:00:43]After completing this session, participants will be able to:Understand the legal principles of trademark infringementDistinguish theoretical from actual trademark infringementEvaluate the risk of demand letters and how best to respondDetermine when it makes sense to send demand lettersHave strategies for addressing that trademark infringement suit when it arrivesApply helpful strategies for every stage of the litigationDiana M. RutowskiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:J. Wesley Earnhardt, Ch. 23: Practical Aspects of Trademark Litigation, Practising Law Institute, Intellectual Property Law Answer Book (Twelfth Edition) (October 2024)Kenneth D. MinPresentation MaterialSegment PowerPoint: Advanced Trademark Litigation StrategyDiana M. Rutowski Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467491 467491 25 G5385 1:00:43 https://www.pli.edu/programs/trademark-law-workshop/467490?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark infringement Trademark litigation Taken from the Web Program Recorded May 19, 2026 in San FranciscoAdvanced Trademark Litigation Strategy [01:00:43]After completing this session, participants will be able to:Understand the legal principles of trademark infringementDistinguish theoretical from actual trademark infringementEvaluate the risk of demand letters and how best to respondDetermine when it makes sense to send demand lettersHave strategies for addressing that trademark infringement suit when it arrivesApply helpful strategies for every stage of the litigationDiana M. RutowskiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:J. Wesley Earnhardt, Ch. 23: Practical Aspects of Trademark Litigation, Practising Law Institute, Intellectual Property Law Answer Book (Twelfth Edition) (October 2024)Kenneth D. MinPresentation MaterialSegment PowerPoint: Advanced Trademark Litigation StrategyDiana M. Rutowski Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467490 467490 98 G5385 1:01:25 https://www.pli.edu/programs/trademark-law-workshop/467489?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark infringement Trademark litigation Taken from the Web Program Recorded May 19, 2026 in San FranciscoAdvanced Trademark Litigation Strategy [01:00:43]After completing this session, participants will be able to:Understand the legal principles of trademark infringementDistinguish theoretical from actual trademark infringementEvaluate the risk of demand letters and how best to respondDetermine when it makes sense to send demand lettersHave strategies for addressing that trademark infringement suit when it arrivesApply helpful strategies for every stage of the litigationDiana M. RutowskiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:J. Wesley Earnhardt, Ch. 23: Practical Aspects of Trademark Litigation, Practising Law Institute, Intellectual Property Law Answer Book (Twelfth Edition) (October 2024)Kenneth D. MinPresentation MaterialSegment PowerPoint: Advanced Trademark Litigation StrategyDiana M. Rutowski Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467489 467489 163 G5385 1:01:25 https://www.pli.edu/programs/trademark-law-workshop/467493?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark registration Taken from the Web Program Recorded May 19, 2026 in San FranciscoUS Trademark Searching and Filing Strategies [02:03:41]After completing this session, participants will be able to:Understand clearing a mark for use and registration: screening searches and full searchesImplement searching practice tips based on analysis of hypothetical markPrepare USPTO applications to pass muster – both use-based and intent-to-useDevelop strategies for Examiner refusalsAssess acceptable specimens for applications and maintenance filingsSabrina A. LarsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sabrina A. Larson and Katherine Gianelli, Coblentz Patch Duffy & Bass LLP, Monkey Business No More: Ninth Circuit Rules NFTs Are Protected by Trademark Law, Confirms the Limits of Expressive Speech Protection, but Overturns Judgment of Likely ConfusionSabrina A. LarsonJ. Wesley Earnhardt, Ch. 23: Practical Aspects of Trademark Litigation, Practising Law Institute, Intellectual Property Law Answer Book (Twelfth Edition) (October 2024)Kenneth D. MinPresentation MaterialSegment PowerPoint: US Trademark Searching and Filing StrategiesSabrina A. Larson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467493 467493 98 G5385 1:02:01 https://www.pli.edu/programs/trademark-law-workshop/467494?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark registration Taken from the Web Program Recorded May 19, 2026 in San FranciscoUS Trademark Searching and Filing Strategies [02:03:41]After completing this session, participants will be able to:Understand clearing a mark for use and registration: screening searches and full searchesImplement searching practice tips based on analysis of hypothetical markPrepare USPTO applications to pass muster – both use-based and intent-to-useDevelop strategies for Examiner refusalsAssess acceptable specimens for applications and maintenance filingsSabrina A. LarsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sabrina A. Larson and Katherine Gianelli, Coblentz Patch Duffy & Bass LLP, Monkey Business No More: Ninth Circuit Rules NFTs Are Protected by Trademark Law, Confirms the Limits of Expressive Speech Protection, but Overturns Judgment of Likely ConfusionSabrina A. LarsonJ. Wesley Earnhardt, Ch. 23: Practical Aspects of Trademark Litigation, Practising Law Institute, Intellectual Property Law Answer Book (Twelfth Edition) (October 2024)Kenneth D. MinPresentation MaterialSegment PowerPoint: US Trademark Searching and Filing StrategiesSabrina A. Larson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467494 467494 25 G5385 1:01:19 https://www.pli.edu/programs/trademark-law-workshop/467492?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark registration Taken from the Web Program Recorded May 19, 2026 in San FranciscoUS Trademark Searching and Filing Strategies [02:03:41]After completing this session, participants will be able to:Understand clearing a mark for use and registration: screening searches and full searchesImplement searching practice tips based on analysis of hypothetical markPrepare USPTO applications to pass muster – both use-based and intent-to-useDevelop strategies for Examiner refusalsAssess acceptable specimens for applications and maintenance filingsSabrina A. LarsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sabrina A. Larson and Katherine Gianelli, Coblentz Patch Duffy & Bass LLP, Monkey Business No More: Ninth Circuit Rules NFTs Are Protected by Trademark Law, Confirms the Limits of Expressive Speech Protection, but Overturns Judgment of Likely ConfusionSabrina A. LarsonJ. Wesley Earnhardt, Ch. 23: Practical Aspects of Trademark Litigation, Practising Law Institute, Intellectual Property Law Answer Book (Twelfth Edition) (October 2024)Kenneth D. MinPresentation MaterialSegment PowerPoint: US Trademark Searching and Filing StrategiesSabrina A. Larson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467492 467492 163 G5385 1:02:01 https://www.pli.edu/programs/trademark-law-workshop/467483?tCode=WTC5_RSS01 Trademarks Trademark counterfeiting Trademark litigation Regulation, compliance, and enforcement (Intellectual property) Taken from the Web Program Recorded May 19, 2026 in San FranciscoTrademark Litigation Alternatives and Hot Topics [05:05:44]After completing this session, participants will be able to:Review the latest legal and regulatory updates in trademark lawConsider anti-piracy efforts and strategies for combating sales of counterfeit goodsAssess litigation alternatives – oppositions and cancellations, UDRP proceedings and online take down requestsReview the interactions between social networking and trademark lawRosaleen ChouThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Jonathan Menkes and Oren J. Rosenberg, Knobbe Martens, AI Gaming, and the Metaverse Collide: The Next Wave of Trademark Infringement in Virtual Worlds (October 24, 2025)Rosaleen H. ChouGreg Phillips and Eric R. Blosser, Knobbe Martens, Be Kind, Please Rewind—Is Blockbuster Still Famous for a Dilution Claim? (March 6, 2026)Rosaleen H. ChouPriyanka Menon and Greg Phillips, Knobbe Martens, Demonstrating a Connection Between the Mark and the Services Claimed in a Trademark Application (June 10, 2025)Rosaleen H. ChouJonathan Hyman and Nickolas Taylor, Knobbe Martens, No Joy in Mudville: Federal Circuit Affirms Aaron Judge and MLBBPA’s Priority in Marks All Rise and Here Comes the Judge Based on Extensive Evidence of Licensed Use (February 16, 2026)Rosaleen H. ChouPresentation MaterialSegment PowerPoint: Trademark Litigation Alternatives and Hot TopicsRosaleen H. Chou Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467483 467483 163 G5385 1:01:25 https://www.pli.edu/programs/trademark-law-workshop/467485?tCode=WTC5_RSS01 Trademarks Trademark counterfeiting Trademark litigation Regulation, compliance, and enforcement (Intellectual property) Taken from the Web Program Recorded May 19, 2026 in San FranciscoTrademark Litigation Alternatives and Hot Topics [05:05:44]After completing this session, participants will be able to:Review the latest legal and regulatory updates in trademark lawConsider anti-piracy efforts and strategies for combating sales of counterfeit goodsAssess litigation alternatives – oppositions and cancellations, UDRP proceedings and online take down requestsReview the interactions between social networking and trademark lawRosaleen ChouThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Jonathan Menkes and Oren J. Rosenberg, Knobbe Martens, AI Gaming, and the Metaverse Collide: The Next Wave of Trademark Infringement in Virtual Worlds (October 24, 2025)Rosaleen H. ChouGreg Phillips and Eric R. Blosser, Knobbe Martens, Be Kind, Please Rewind—Is Blockbuster Still Famous for a Dilution Claim? (March 6, 2026)Rosaleen H. ChouPriyanka Menon and Greg Phillips, Knobbe Martens, Demonstrating a Connection Between the Mark and the Services Claimed in a Trademark Application (June 10, 2025)Rosaleen H. ChouJonathan Hyman and Nickolas Taylor, Knobbe Martens, No Joy in Mudville: Federal Circuit Affirms Aaron Judge and MLBBPA’s Priority in Marks All Rise and Here Comes the Judge Based on Extensive Evidence of Licensed Use (February 16, 2026)Rosaleen H. ChouPresentation MaterialSegment PowerPoint: Trademark Litigation Alternatives and Hot TopicsRosaleen H. Chou Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467485 467485 25 G5385 1:00:43 https://www.pli.edu/programs/trademark-law-workshop/467484?tCode=WTC5_RSS01 Trademarks Trademark counterfeiting Trademark litigation Regulation, compliance, and enforcement (Intellectual property) Taken from the Web Program Recorded May 19, 2026 in San FranciscoTrademark Litigation Alternatives and Hot Topics [05:05:44]After completing this session, participants will be able to:Review the latest legal and regulatory updates in trademark lawConsider anti-piracy efforts and strategies for combating sales of counterfeit goodsAssess litigation alternatives – oppositions and cancellations, UDRP proceedings and online take down requestsReview the interactions between social networking and trademark lawRosaleen ChouThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Jonathan Menkes and Oren J. Rosenberg, Knobbe Martens, AI Gaming, and the Metaverse Collide: The Next Wave of Trademark Infringement in Virtual Worlds (October 24, 2025)Rosaleen H. ChouGreg Phillips and Eric R. Blosser, Knobbe Martens, Be Kind, Please Rewind—Is Blockbuster Still Famous for a Dilution Claim? (March 6, 2026)Rosaleen H. ChouPriyanka Menon and Greg Phillips, Knobbe Martens, Demonstrating a Connection Between the Mark and the Services Claimed in a Trademark Application (June 10, 2025)Rosaleen H. ChouJonathan Hyman and Nickolas Taylor, Knobbe Martens, No Joy in Mudville: Federal Circuit Affirms Aaron Judge and MLBBPA’s Priority in Marks All Rise and Here Comes the Judge Based on Extensive Evidence of Licensed Use (February 16, 2026)Rosaleen H. ChouPresentation MaterialSegment PowerPoint: Trademark Litigation Alternatives and Hot TopicsRosaleen H. Chou Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467484 467484 98 G5385 1:02:25 https://www.pli.edu/programs/trademark-law-workshop/467488?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark registration Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded May 19, 2026 in San FranciscoInternational Searching and Filing Strategies [02:05:22]A review of international trademark regulatory bodies, processes and filing tips. After completing this session, participants will be able to:Seek protection in different jurisdictionsUnderstand CTMs and the Madrid Protocol— alternatives to national filingsWork with foreign counsel to clear marksDefine strategies for in-house counsel – assess what marks should be registeredKiran BelurThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:J. Wesley Earnhardt, Ch. 23: Practical Aspects of Trademark Litigation, Practising Law Institute, Intellectual Property Law Answer Book (Twelfth Edition) (October 2024)Kenneth D. MinPresentation MaterialSegment PowerPoint: International Searching and Filing StrategiesKiran Belur Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467488 467488 25 G5385 1:02:41 https://www.pli.edu/programs/trademark-law-workshop/467487?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark registration Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded May 19, 2026 in San FranciscoInternational Searching and Filing Strategies [02:05:22]A review of international trademark regulatory bodies, processes and filing tips. After completing this session, participants will be able to:Seek protection in different jurisdictionsUnderstand CTMs and the Madrid Protocol— alternatives to national filingsWork with foreign counsel to clear marksDefine strategies for in-house counsel – assess what marks should be registeredKiran BelurThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:J. Wesley Earnhardt, Ch. 23: Practical Aspects of Trademark Litigation, Practising Law Institute, Intellectual Property Law Answer Book (Twelfth Edition) (October 2024)Kenneth D. MinPresentation MaterialSegment PowerPoint: International Searching and Filing StrategiesKiran Belur Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467487 467487 98 G5385 1:03:23 https://www.pli.edu/programs/trademark-law-workshop/467486?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark registration Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded May 19, 2026 in San FranciscoInternational Searching and Filing Strategies [02:05:22]A review of international trademark regulatory bodies, processes and filing tips. After completing this session, participants will be able to:Seek protection in different jurisdictionsUnderstand CTMs and the Madrid Protocol— alternatives to national filingsWork with foreign counsel to clear marksDefine strategies for in-house counsel – assess what marks should be registeredKiran BelurThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:J. Wesley Earnhardt, Ch. 23: Practical Aspects of Trademark Litigation, Practising Law Institute, Intellectual Property Law Answer Book (Twelfth Edition) (October 2024)Kenneth D. MinPresentation MaterialSegment PowerPoint: International Searching and Filing StrategiesKiran Belur Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467486 467486 163 G5385 1:03:23 https://www.pli.edu/programs/tech-enabled-legal-teams-seriesai-enhanced-workflows/470010?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 19, 2026 in New YorkTech-Enabled Legal Teams Series—AI-Enhanced Workflows [00:01:00]After completing this session, participants will be prepared to:  Use an integrated approach bringing together human expertise with AI strengths.  Describe a basic workflow that illustrates how this integrated approach may work in practice. Prepare a checklist of steps needed to develop and test their own custom workflow.  Presentation MaterialTech-Enabled Legal Teams Series—AI-Enhanced WorkflowsHarvey ZeytuntsyanAdditional Details and ResourcesHarvey Zeytuntsyan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470010 470010 163 G5786 1:00:45 https://www.pli.edu/programs/tech-enabled-legal-teams-seriesai-enhanced-workflows/470009?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 19, 2026 in New YorkTech-Enabled Legal Teams Series—AI-Enhanced Workflows [00:01:00]After completing this session, participants will be prepared to:  Use an integrated approach bringing together human expertise with AI strengths.  Describe a basic workflow that illustrates how this integrated approach may work in practice. Prepare a checklist of steps needed to develop and test their own custom workflow.  Presentation MaterialTech-Enabled Legal Teams Series—AI-Enhanced WorkflowsHarvey ZeytuntsyanAdditional Details and ResourcesHarvey Zeytuntsyan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470009 470009 98 G5786 1:00:45 https://www.pli.edu/catalog/publications/treatise/copyright-law--a-practitioners-guide/47891?tCode=WTC5_RSS01 Intellectual property Copyright A clear, one-volume treatment of copyright legislation, the latest case law, and the role of the Copyright Office, offering analysis that will be of value to lawyers at all levels of experience. With checklists, decision trees, and other aids. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 47891 47891 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/copyright-law--a-practitioners-guide/305180?tCode=WTC5_RSS01 Intellectual property Copyright Written by two nationally recognized lawyers who have litigated major copyright cases, including those involving digital forms of communication, Copyright Law: A Practitioner’s Guide, Second Edition, helps you understand the scope of copyright owners’ exclusive rights; prove copyright infringement and obtain appropriate remedies; renew, restore, and recapture copyrights; know when internet-related activities constitute copyright infringement; find out who owns a work for clearance purposes; exploit unique defenses and statutory safe harbors that exist in the digital environment; get insurance against litigation risks arising from possible infringing uses; and know when and how to register copyrights with the Copyright Office.Copyright Law: A Practitioner’s Guide provides up-to-date analysis of court decisions and practical advice for the protection of copyrights. The book also includes a useful detailed flowchart using an actual case result to illustrate how damages and profits are calculated. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 305180 305180 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/corporate-valuation-in-mergers-and-acquisitions/319971?tCode=WTC5_RSS01 Accounting and financial reporting Business combination accounting Valuations (Corporate finance) Mergers and acquisitions Regulation, compliance, and enforcement (Securities and other financial products) An essential resource providing foundational perspectives involving legal, finance, accounting, and economic aspects of valuation in merger and acquisition transactions. Topics include: the role of investment bankers, valuation experts, and the courts in several M&A cases involving valuation issues. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 319971 319971 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/the-practice-of-being-well-a-lawyers-guide-to-health-purpose-and-connection/451115?tCode=WTC5_RSS01 Attorney wellness Attorney mindfulness Attorney work-life balance A roadmap for lawyer well-being built on three essential propositions: lawyers are more than what we do, harnessing our body-mind connection is our greatest untapped asset, and we need each other to serve at the highest level. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451115 451115 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/practicing-law-in-the-space-industry/451114?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Government contracts Regulation, compliance, and enforcement (Insurance) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Technology) A practitioner-focused guide to advising commercial space companies across the full business lifecycle—from company formation and financing through licensing, government contracting, regulatory compliance, risk management, and dispute resolution. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451114 451114 59 0:00:00 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467535?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Data security regulators Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkComprehending US Comprehensive State Privacy Laws: The Latest Developments and What to Do About Them [01:01:00]States continue to pass comprehensive privacy statutes, with 20 laws now enacted and counting. This panel will describe the relevant laws and provide practical tips on operationalizing the various state frameworks. After completing this session, participants will be able to:Review requirements of the comprehensive state privacy laws and related regulationsAnalyze automated decision-making provisions of such frameworks and their relevance to AI and machine-learning algorithmsExplain and compare enforcement regimes and describe enforcement actions and litigation to dateProvide compliance tips and advice on operationalizing the state lawsDiscuss strategies for minimizing risk and harmonizing the disparate regulatory schemes in a cohesive compliance programAnupam Dalvi, Rick Gardner, Monika A. Jedrzejowska The purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Compliance Tightrope: Balancing Uniformity and Precision Across U.S. State Consumer Privacy Laws (2026)Samuel D. GoldstickFole & Lardner LLP, Foley & Lardner Cybersecurity & Data Privacy Team, U.S. State Comprehensive Consumer Data Privacy Law Comparison (January 15, 2026)Samuel D. GoldstickHunton, Privacy & Cybersecurity Law, Global Privacy and Cybersecurity Law Updates and Analysis (2025-2026)Lisa J. Sotto,Aaron P. SimpsonPresentation MaterialComprehending US Comprehensive State Privacy Laws: The Latest Developments and What to Do About ThemAnupam Dalvi, Rick Gardner, Monika A. Jedrzejowska Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467535 467535 98 G3108 1:01:00 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467534?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Data security regulators Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkComprehending US Comprehensive State Privacy Laws: The Latest Developments and What to Do About Them [01:01:00]States continue to pass comprehensive privacy statutes, with 20 laws now enacted and counting. This panel will describe the relevant laws and provide practical tips on operationalizing the various state frameworks. After completing this session, participants will be able to:Review requirements of the comprehensive state privacy laws and related regulationsAnalyze automated decision-making provisions of such frameworks and their relevance to AI and machine-learning algorithmsExplain and compare enforcement regimes and describe enforcement actions and litigation to dateProvide compliance tips and advice on operationalizing the state lawsDiscuss strategies for minimizing risk and harmonizing the disparate regulatory schemes in a cohesive compliance programAnupam Dalvi, Rick Gardner, Monika A. Jedrzejowska The purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Compliance Tightrope: Balancing Uniformity and Precision Across U.S. State Consumer Privacy Laws (2026)Samuel D. GoldstickFole & Lardner LLP, Foley & Lardner Cybersecurity & Data Privacy Team, U.S. State Comprehensive Consumer Data Privacy Law Comparison (January 15, 2026)Samuel D. GoldstickHunton, Privacy & Cybersecurity Law, Global Privacy and Cybersecurity Law Updates and Analysis (2025-2026)Lisa J. Sotto,Aaron P. SimpsonPresentation MaterialComprehending US Comprehensive State Privacy Laws: The Latest Developments and What to Do About ThemAnupam Dalvi, Rick Gardner, Monika A. Jedrzejowska Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467534 467534 163 G3108 1:01:00 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467536?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Data security regulators Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkComprehending US Comprehensive State Privacy Laws: The Latest Developments and What to Do About Them [01:01:00]States continue to pass comprehensive privacy statutes, with 20 laws now enacted and counting. This panel will describe the relevant laws and provide practical tips on operationalizing the various state frameworks. After completing this session, participants will be able to:Review requirements of the comprehensive state privacy laws and related regulationsAnalyze automated decision-making provisions of such frameworks and their relevance to AI and machine-learning algorithmsExplain and compare enforcement regimes and describe enforcement actions and litigation to dateProvide compliance tips and advice on operationalizing the state lawsDiscuss strategies for minimizing risk and harmonizing the disparate regulatory schemes in a cohesive compliance programAnupam Dalvi, Rick Gardner, Monika A. Jedrzejowska The purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Compliance Tightrope: Balancing Uniformity and Precision Across U.S. State Consumer Privacy Laws (2026)Samuel D. GoldstickFole & Lardner LLP, Foley & Lardner Cybersecurity & Data Privacy Team, U.S. State Comprehensive Consumer Data Privacy Law Comparison (January 15, 2026)Samuel D. GoldstickHunton, Privacy & Cybersecurity Law, Global Privacy and Cybersecurity Law Updates and Analysis (2025-2026)Lisa J. Sotto,Aaron P. SimpsonPresentation MaterialComprehending US Comprehensive State Privacy Laws: The Latest Developments and What to Do About ThemAnupam Dalvi, Rick Gardner, Monika A. Jedrzejowska Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467536 467536 25 G3108 1:00:19 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467515?tCode=WTC5_RSS01 Risk management (Corporate governance) Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkHow to Get an “A” on C-Suite Privacy and Cybersecurity Governance and Risk Management [01:00:04]Governance is a critical issue for every company, and cybersecurity and data risks are key issues to consider as part of a governance approach. This panel will highlight key ideas and concepts regarding governance generally, the importance of implementing a meaningful data privacy and security governance structure, led by senior executives, and identify regulatory trends in cyber risk, disclosures, and Board oversight. This session also will discuss third-party risk in terms of due diligence programs and M&A transactions. After completing this session, participants will be able to:Understand important privacy and data security governance and risk management principles and industry recognized standards, especially in light of developing AI governance modelsIdentify privacy and security governance trends and board oversight considerationsUnderstand the new SEC cybersecurity disclosure rules and impact on management and board oversightRecognize privacy and security risk management considerations, both in third-party and M&A transactionsVictor DeLorenzo, Gabe Ledeen, Justin Okun, Susan ShookThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gerard M. Stegmaier and Courtney E. Fisher, Caveat Director: Things May Not Always Be What They Seem in the Court Room, Server Room and Board Room—Analyzing Cybersecurity Challenges in Corporate Governance, a 2025 Update (2025)Gerard M. StegmaierPresentation MaterialHow to Get an “A” on C-Suite Privacy and Cybersecurity Governance and Risk ManagementVictor DeLorenzo, Gabe Ledeen, Justin Okun, Susan Shook Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467515 467515 25 G3108 1:00:05 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467514?tCode=WTC5_RSS01 Risk management (Corporate governance) Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkHow to Get an “A” on C-Suite Privacy and Cybersecurity Governance and Risk Management [01:00:04]Governance is a critical issue for every company, and cybersecurity and data risks are key issues to consider as part of a governance approach. This panel will highlight key ideas and concepts regarding governance generally, the importance of implementing a meaningful data privacy and security governance structure, led by senior executives, and identify regulatory trends in cyber risk, disclosures, and Board oversight. This session also will discuss third-party risk in terms of due diligence programs and M&A transactions. After completing this session, participants will be able to:Understand important privacy and data security governance and risk management principles and industry recognized standards, especially in light of developing AI governance modelsIdentify privacy and security governance trends and board oversight considerationsUnderstand the new SEC cybersecurity disclosure rules and impact on management and board oversightRecognize privacy and security risk management considerations, both in third-party and M&A transactionsVictor DeLorenzo, Gabe Ledeen, Justin Okun, Susan ShookThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gerard M. Stegmaier and Courtney E. Fisher, Caveat Director: Things May Not Always Be What They Seem in the Court Room, Server Room and Board Room—Analyzing Cybersecurity Challenges in Corporate Governance, a 2025 Update (2025)Gerard M. StegmaierPresentation MaterialHow to Get an “A” on C-Suite Privacy and Cybersecurity Governance and Risk ManagementVictor DeLorenzo, Gabe Ledeen, Justin Okun, Susan Shook Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467514 467514 98 G3108 1:00:46 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467513?tCode=WTC5_RSS01 Risk management (Corporate governance) Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkHow to Get an “A” on C-Suite Privacy and Cybersecurity Governance and Risk Management [01:00:04]Governance is a critical issue for every company, and cybersecurity and data risks are key issues to consider as part of a governance approach. This panel will highlight key ideas and concepts regarding governance generally, the importance of implementing a meaningful data privacy and security governance structure, led by senior executives, and identify regulatory trends in cyber risk, disclosures, and Board oversight. This session also will discuss third-party risk in terms of due diligence programs and M&A transactions. After completing this session, participants will be able to:Understand important privacy and data security governance and risk management principles and industry recognized standards, especially in light of developing AI governance modelsIdentify privacy and security governance trends and board oversight considerationsUnderstand the new SEC cybersecurity disclosure rules and impact on management and board oversightRecognize privacy and security risk management considerations, both in third-party and M&A transactionsVictor DeLorenzo, Gabe Ledeen, Justin Okun, Susan ShookThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gerard M. Stegmaier and Courtney E. Fisher, Caveat Director: Things May Not Always Be What They Seem in the Court Room, Server Room and Board Room—Analyzing Cybersecurity Challenges in Corporate Governance, a 2025 Update (2025)Gerard M. StegmaierPresentation MaterialHow to Get an “A” on C-Suite Privacy and Cybersecurity Governance and Risk ManagementVictor DeLorenzo, Gabe Ledeen, Justin Okun, Susan Shook Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467513 467513 163 G3108 1:00:46 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467532?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkBeyond the Comprehensive State Privacy Laws: Other US Privacy and Security Law Developments [01:02:56]Beyond the comprehensive state privacy laws, there are myriad other privacy and data security legal developments at the local, state, and federal levels. This session will provide information on the morass of US requirements. After completing this session, participants will be able to: Describe new developments and trends in state privacy lawsUnderstand state enforcement trendsCompare data security law regimes and consider trendsConsider risk minimization with respect to state privacy lawsExplain the regulatory landscape, including FTC activityMelissa Parisi, Aaron P. SimpsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Lothar Determann and Andrew Folks, Opting In-n-Out: Five Key Analyses for Adtech Privacy Law Compliance (February 9, 2024)Lothar DetermannLothar Determann, Michaela Nebel and Michael Schmidl, The EU – U.S. Data Privacy Framework and the Impact on Companies in the EEA and USA Compared to Other International Data Transfer Mechanisms, Journal of Data Protection & Privacy, Vol. 6, pp. 120–134 (2023)Lothar DetermannLother Determann, Brian Hengesbaugh and Avi Toltzis, American Privacy Rights Act: A First Glance at the U.S. Congress’s Newest Comprehensive Privacy Bill, Journal of Data Protection & Privacy, Vol. 6, pp. 375–391 (June 6, 2024)Lothar DetermannFrom Adequacy to Adversaries: How New U.S. Laws Are Restricting International Data Transfers (January 2026)Lothar DetermannPresentation MaterialBeyond the Comprehensive State Privacy Laws: Other US Privacy and Security Law DevelopmentsMelissa Parisi, Aaron P. Simpson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467532 467532 98 G3108 1:02:56 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467531?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkBeyond the Comprehensive State Privacy Laws: Other US Privacy and Security Law Developments [01:02:56]Beyond the comprehensive state privacy laws, there are myriad other privacy and data security legal developments at the local, state, and federal levels. This session will provide information on the morass of US requirements. After completing this session, participants will be able to: Describe new developments and trends in state privacy lawsUnderstand state enforcement trendsCompare data security law regimes and consider trendsConsider risk minimization with respect to state privacy lawsExplain the regulatory landscape, including FTC activityMelissa Parisi, Aaron P. SimpsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Lothar Determann and Andrew Folks, Opting In-n-Out: Five Key Analyses for Adtech Privacy Law Compliance (February 9, 2024)Lothar DetermannLothar Determann, Michaela Nebel and Michael Schmidl, The EU – U.S. Data Privacy Framework and the Impact on Companies in the EEA and USA Compared to Other International Data Transfer Mechanisms, Journal of Data Protection & Privacy, Vol. 6, pp. 120–134 (2023)Lothar DetermannLother Determann, Brian Hengesbaugh and Avi Toltzis, American Privacy Rights Act: A First Glance at the U.S. Congress’s Newest Comprehensive Privacy Bill, Journal of Data Protection & Privacy, Vol. 6, pp. 375–391 (June 6, 2024)Lothar DetermannFrom Adequacy to Adversaries: How New U.S. Laws Are Restricting International Data Transfers (January 2026)Lothar DetermannPresentation MaterialBeyond the Comprehensive State Privacy Laws: Other US Privacy and Security Law DevelopmentsMelissa Parisi, Aaron P. Simpson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467531 467531 163 G3108 1:02:56 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467533?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkBeyond the Comprehensive State Privacy Laws: Other US Privacy and Security Law Developments [01:02:56]Beyond the comprehensive state privacy laws, there are myriad other privacy and data security legal developments at the local, state, and federal levels. This session will provide information on the morass of US requirements. After completing this session, participants will be able to: Describe new developments and trends in state privacy lawsUnderstand state enforcement trendsCompare data security law regimes and consider trendsConsider risk minimization with respect to state privacy lawsExplain the regulatory landscape, including FTC activityMelissa Parisi, Aaron P. SimpsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Lothar Determann and Andrew Folks, Opting In-n-Out: Five Key Analyses for Adtech Privacy Law Compliance (February 9, 2024)Lothar DetermannLothar Determann, Michaela Nebel and Michael Schmidl, The EU – U.S. Data Privacy Framework and the Impact on Companies in the EEA and USA Compared to Other International Data Transfer Mechanisms, Journal of Data Protection & Privacy, Vol. 6, pp. 120–134 (2023)Lothar DetermannLother Determann, Brian Hengesbaugh and Avi Toltzis, American Privacy Rights Act: A First Glance at the U.S. Congress’s Newest Comprehensive Privacy Bill, Journal of Data Protection & Privacy, Vol. 6, pp. 375–391 (June 6, 2024)Lothar DetermannFrom Adequacy to Adversaries: How New U.S. Laws Are Restricting International Data Transfers (January 2026)Lothar DetermannPresentation MaterialBeyond the Comprehensive State Privacy Laws: Other US Privacy and Security Law DevelopmentsMelissa Parisi, Aaron P. Simpson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467533 467533 25 G3108 1:02:14 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467525?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkEU and UK Privacy Developments: Regulatory Considerations Beyond Personal Data [01:05:12]This panel will highlight recent developments in the EU and UK, including with respect to data access, cybersecurity, and the overlap between new legislative developments. After completing this session, participants will be able to:Understand the new rules around non-personal data as set out in the EU Data ActAssess new cybersecurity requirements ?under EU and UK lawDiscuss how the GDPR interacts with other EU laws such as the EU AI Act and the Digital Services ActUnderstand the changes made to the UK GDPR by the Data (Use and Access) Act 2025Bojana Bellamy, William Malcolm, Cecilia Álvarez Rigaudias, Jörn Wittmann The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Centre for Information Policy Leadership, Rethinking Sensitive Data in the Age of AI (September 2025)Bojana BellamyCentre for Information Policy Leadership, Learning from Practice: Designing Effective Regulatory Sandboxes (October 2025)Bojana BellamyCentre for Information Policy Leadership, CIPL’s Big Ideas for Simplification of Europe’s Digital Rulebook (November 2025)Bojana BellamyCentre for Information Policy Leadership, Agentic AI: Fostering Responsible and Beneficial Development and Adoption (November 2025)Bojana BellamyCentre for Information Policy Leadership, Reconciling AI with the Data Minimization Principle: Bridging the Innovation and Privacy Gap (December 2025)Bojana BellamyCrowell & Moring LLP, EU AI Act, GDPR, and Digital Laws Changes Proposed (December 2025)Justin B. WeissPresentation MaterialEU and UK Privacy Developments: Regulatory Considerations Beyond Personal DataBojana Bellamy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467525 467525 163 G3108 1:05:12 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467526?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkEU and UK Privacy Developments: Regulatory Considerations Beyond Personal Data [01:05:12]This panel will highlight recent developments in the EU and UK, including with respect to data access, cybersecurity, and the overlap between new legislative developments. After completing this session, participants will be able to:Understand the new rules around non-personal data as set out in the EU Data ActAssess new cybersecurity requirements ?under EU and UK lawDiscuss how the GDPR interacts with other EU laws such as the EU AI Act and the Digital Services ActUnderstand the changes made to the UK GDPR by the Data (Use and Access) Act 2025Bojana Bellamy, William Malcolm, Cecilia Álvarez Rigaudias, Jörn Wittmann The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Centre for Information Policy Leadership, Rethinking Sensitive Data in the Age of AI (September 2025)Bojana BellamyCentre for Information Policy Leadership, Learning from Practice: Designing Effective Regulatory Sandboxes (October 2025)Bojana BellamyCentre for Information Policy Leadership, CIPL’s Big Ideas for Simplification of Europe’s Digital Rulebook (November 2025)Bojana BellamyCentre for Information Policy Leadership, Agentic AI: Fostering Responsible and Beneficial Development and Adoption (November 2025)Bojana BellamyCentre for Information Policy Leadership, Reconciling AI with the Data Minimization Principle: Bridging the Innovation and Privacy Gap (December 2025)Bojana BellamyCrowell & Moring LLP, EU AI Act, GDPR, and Digital Laws Changes Proposed (December 2025)Justin B. WeissPresentation MaterialEU and UK Privacy Developments: Regulatory Considerations Beyond Personal DataBojana Bellamy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467526 467526 98 G3108 1:05:12 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467527?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkEU and UK Privacy Developments: Regulatory Considerations Beyond Personal Data [01:05:12]This panel will highlight recent developments in the EU and UK, including with respect to data access, cybersecurity, and the overlap between new legislative developments. After completing this session, participants will be able to:Understand the new rules around non-personal data as set out in the EU Data ActAssess new cybersecurity requirements ?under EU and UK lawDiscuss how the GDPR interacts with other EU laws such as the EU AI Act and the Digital Services ActUnderstand the changes made to the UK GDPR by the Data (Use and Access) Act 2025Bojana Bellamy, William Malcolm, Cecilia Álvarez Rigaudias, Jörn Wittmann The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Centre for Information Policy Leadership, Rethinking Sensitive Data in the Age of AI (September 2025)Bojana BellamyCentre for Information Policy Leadership, Learning from Practice: Designing Effective Regulatory Sandboxes (October 2025)Bojana BellamyCentre for Information Policy Leadership, CIPL’s Big Ideas for Simplification of Europe’s Digital Rulebook (November 2025)Bojana BellamyCentre for Information Policy Leadership, Agentic AI: Fostering Responsible and Beneficial Development and Adoption (November 2025)Bojana BellamyCentre for Information Policy Leadership, Reconciling AI with the Data Minimization Principle: Bridging the Innovation and Privacy Gap (December 2025)Bojana BellamyCrowell & Moring LLP, EU AI Act, GDPR, and Digital Laws Changes Proposed (December 2025)Justin B. WeissPresentation MaterialEU and UK Privacy Developments: Regulatory Considerations Beyond Personal DataBojana Bellamy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467527 467527 25 G3108 1:04:31 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467530?tCode=WTC5_RSS01 Cybersecurity and data protection Data security regulators Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkThe Enforcers: What Privacy and Data Security Regulators Want You to Know Now [01:16:30]Regulators at the federal and state levels continue to vigorously police technology-driven and other privacy and security missteps by consumer-facing companies. Regulators – from the Federal Trade Commission (FTC) to State Attorneys General (AGs) – continue to vigorously protect consumer privacy and security in an economy driven by data and technology. After completing this session, participants will be able to:Understand regulatory priorities, trends and recent enforcement actionsLearn how the privacy and cybersecurity function within each regulator’s office is structuredUnderstand what to expect if a company is investigatedSarah Choi, Ryan Kriger, John Neumon, Yen P. (TiTi) NguyenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Enforcers: What Privacy and Data Security Regulators Want You to Know Now (June 8, 2026)Ruth Hill BroPresentation MaterialThe Enforcers: What Privacy and Cybersecurity Regulators Want You to Know NowSarah Choi, Ryan Kriger, John Neumon, Yen (TiTi) P. Nguyen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467530 467530 25 G3108 1:16:31 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467529?tCode=WTC5_RSS01 Cybersecurity and data protection Data security regulators Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkThe Enforcers: What Privacy and Data Security Regulators Want You to Know Now [01:16:30]Regulators at the federal and state levels continue to vigorously police technology-driven and other privacy and security missteps by consumer-facing companies. Regulators – from the Federal Trade Commission (FTC) to State Attorneys General (AGs) – continue to vigorously protect consumer privacy and security in an economy driven by data and technology. After completing this session, participants will be able to:Understand regulatory priorities, trends and recent enforcement actionsLearn how the privacy and cybersecurity function within each regulator’s office is structuredUnderstand what to expect if a company is investigatedSarah Choi, Ryan Kriger, John Neumon, Yen P. (TiTi) NguyenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Enforcers: What Privacy and Data Security Regulators Want You to Know Now (June 8, 2026)Ruth Hill BroPresentation MaterialThe Enforcers: What Privacy and Cybersecurity Regulators Want You to Know NowSarah Choi, Ryan Kriger, John Neumon, Yen (TiTi) P. Nguyen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467529 467529 98 G3108 1:17:12 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467528?tCode=WTC5_RSS01 Cybersecurity and data protection Data security regulators Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkThe Enforcers: What Privacy and Data Security Regulators Want You to Know Now [01:16:30]Regulators at the federal and state levels continue to vigorously police technology-driven and other privacy and security missteps by consumer-facing companies. Regulators – from the Federal Trade Commission (FTC) to State Attorneys General (AGs) – continue to vigorously protect consumer privacy and security in an economy driven by data and technology. After completing this session, participants will be able to:Understand regulatory priorities, trends and recent enforcement actionsLearn how the privacy and cybersecurity function within each regulator’s office is structuredUnderstand what to expect if a company is investigatedSarah Choi, Ryan Kriger, John Neumon, Yen P. (TiTi) NguyenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Enforcers: What Privacy and Data Security Regulators Want You to Know Now (June 8, 2026)Ruth Hill BroPresentation MaterialThe Enforcers: What Privacy and Cybersecurity Regulators Want You to Know NowSarah Choi, Ryan Kriger, John Neumon, Yen (TiTi) P. Nguyen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467528 467528 163 G3108 1:17:12 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467516?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Cybersecurity and data protection litigation Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkCourting Trouble: Insights on the Latest Privacy and Data Security Litigation [01:02:24]This panel will discuss the evolving privacy and data security litigation and mass arbitration landscape including related to data breaches, statutory privacy laws (e.g., state wiretap laws and biometric laws), and common law claims. After completing this session, participants will be able to:Understand the privacy and data security litigation landscape, recent notable regulatory enforcement actions, and what to track in the near futureEvaluate gating procedural issues for plaintiffs and strategic considerations for defendantsRecognize regulatory requirements to avoid potential litigation and enforcement actionsIdentify risk mitigation measures and strategies for defending against future litigationColleen T. Brown, Douglas H. Meal The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley Austin LLP, Privacy and Cyber Security Updates (2025)Colleen T. BrownTime for SCOTUS to Step In: Yet Another Circuit Court Misapplies TransUnion to a Cyberattack Class Action—and This Time Creates Three Circuit Splits Along the Way (2025)Douglas H. MealRethinking Negligence Claims in Cyberattack Class Actions: Teachings of the Third Torts Restatement Regarding Actionable Injury, The Sedona Conference Journal, Vol. 26 (October 2025)Douglas H. MealDaniel R. Campbell and David P. Saunders, Illinois Supreme Court: Finger-Scan Information Collected by Healthcare Providers to Access Medications Is Exempt from BIPA Liability (December 4, 2023)David P. SaundersElliot R. Golding and David P. Saunders, Data Privacy and Cybersecurity in 2025: Website Tracking (January 24, 2025)David P. SaundersElliot R. Golding, et al., California Attorney General’s $1.55 Million Healthline CCPA Settlement Continues Cookie Focus and Signals Increasing Enforcement (July 8, 2025)David P. SaundersJonathan Ende, Elliot R. Golding and David P. Saunders, California Continues Privacy Enforcement Streak with Order Against Tractor Supply Company (October 2, 2025)David P. SaundersJonathan Ende, Elliot R. Golding and David P. Saunders, California Attorney General Continues Aggressive CCPA Enforcement Against Sling TV (November 25, 2025)David P. SaundersPresentation MaterialCourting Trouble: Insights on the Latest Privacy and Data Security LitigationColleen T. Brown, Douglas H. Meal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467516 467516 163 G3108 1:02:24 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467517?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Cybersecurity and data protection litigation Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkCourting Trouble: Insights on the Latest Privacy and Data Security Litigation [01:02:24]This panel will discuss the evolving privacy and data security litigation and mass arbitration landscape including related to data breaches, statutory privacy laws (e.g., state wiretap laws and biometric laws), and common law claims. After completing this session, participants will be able to:Understand the privacy and data security litigation landscape, recent notable regulatory enforcement actions, and what to track in the near futureEvaluate gating procedural issues for plaintiffs and strategic considerations for defendantsRecognize regulatory requirements to avoid potential litigation and enforcement actionsIdentify risk mitigation measures and strategies for defending against future litigationColleen T. Brown, Douglas H. Meal The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley Austin LLP, Privacy and Cyber Security Updates (2025)Colleen T. BrownTime for SCOTUS to Step In: Yet Another Circuit Court Misapplies TransUnion to a Cyberattack Class Action—and This Time Creates Three Circuit Splits Along the Way (2025)Douglas H. MealRethinking Negligence Claims in Cyberattack Class Actions: Teachings of the Third Torts Restatement Regarding Actionable Injury, The Sedona Conference Journal, Vol. 26 (October 2025)Douglas H. MealDaniel R. Campbell and David P. Saunders, Illinois Supreme Court: Finger-Scan Information Collected by Healthcare Providers to Access Medications Is Exempt from BIPA Liability (December 4, 2023)David P. SaundersElliot R. Golding and David P. Saunders, Data Privacy and Cybersecurity in 2025: Website Tracking (January 24, 2025)David P. SaundersElliot R. Golding, et al., California Attorney General’s $1.55 Million Healthline CCPA Settlement Continues Cookie Focus and Signals Increasing Enforcement (July 8, 2025)David P. SaundersJonathan Ende, Elliot R. Golding and David P. Saunders, California Continues Privacy Enforcement Streak with Order Against Tractor Supply Company (October 2, 2025)David P. SaundersJonathan Ende, Elliot R. Golding and David P. Saunders, California Attorney General Continues Aggressive CCPA Enforcement Against Sling TV (November 25, 2025)David P. SaundersPresentation MaterialCourting Trouble: Insights on the Latest Privacy and Data Security LitigationColleen T. Brown, Douglas H. Meal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467517 467517 98 G3108 1:02:24 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467518?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Cybersecurity and data protection litigation Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkCourting Trouble: Insights on the Latest Privacy and Data Security Litigation [01:02:24]This panel will discuss the evolving privacy and data security litigation and mass arbitration landscape including related to data breaches, statutory privacy laws (e.g., state wiretap laws and biometric laws), and common law claims. After completing this session, participants will be able to:Understand the privacy and data security litigation landscape, recent notable regulatory enforcement actions, and what to track in the near futureEvaluate gating procedural issues for plaintiffs and strategic considerations for defendantsRecognize regulatory requirements to avoid potential litigation and enforcement actionsIdentify risk mitigation measures and strategies for defending against future litigationColleen T. Brown, Douglas H. Meal The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley Austin LLP, Privacy and Cyber Security Updates (2025)Colleen T. BrownTime for SCOTUS to Step In: Yet Another Circuit Court Misapplies TransUnion to a Cyberattack Class Action—and This Time Creates Three Circuit Splits Along the Way (2025)Douglas H. MealRethinking Negligence Claims in Cyberattack Class Actions: Teachings of the Third Torts Restatement Regarding Actionable Injury, The Sedona Conference Journal, Vol. 26 (October 2025)Douglas H. MealDaniel R. Campbell and David P. Saunders, Illinois Supreme Court: Finger-Scan Information Collected by Healthcare Providers to Access Medications Is Exempt from BIPA Liability (December 4, 2023)David P. SaundersElliot R. Golding and David P. Saunders, Data Privacy and Cybersecurity in 2025: Website Tracking (January 24, 2025)David P. SaundersElliot R. Golding, et al., California Attorney General’s $1.55 Million Healthline CCPA Settlement Continues Cookie Focus and Signals Increasing Enforcement (July 8, 2025)David P. SaundersJonathan Ende, Elliot R. Golding and David P. Saunders, California Continues Privacy Enforcement Streak with Order Against Tractor Supply Company (October 2, 2025)David P. SaundersJonathan Ende, Elliot R. Golding and David P. Saunders, California Attorney General Continues Aggressive CCPA Enforcement Against Sling TV (November 25, 2025)David P. SaundersPresentation MaterialCourting Trouble: Insights on the Latest Privacy and Data Security LitigationColleen T. Brown, Douglas H. Meal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467518 467518 25 G3108 1:01:43 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467511?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Employee privacy Artificial intelligence Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-Making [01:00:54]This panel will discuss employment privacy considerations for employers in applying AI tools to augment and transform traditional selection, monitoring, and other employment processes. After completing this session, participants will be able to:Identify employment privacy considerations for using algorithmic decision-making technology in hiring and other employment decision making processesUnderstand the changing landscape for monitoring employee presence, performance, and productivity, from key-stroke loggers to eye-movement trackingRecognize your obligations under domestic and global laws governing AI tools and employmentDiscuss use of AI and policy considerations for managing use of AI in the workplaceHRCI/SHRM credit for Human Resources Professionals Ben Gipson, Margaret A. Keane, Justin WebbThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingNatalie A. PiercePresentation MaterialThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingMargaret A. KeaneThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingBen Gipson, Margaret A. Keane, Justin Webb Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467511 467511 98 G3108 1:00:54 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467510?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Employee privacy Artificial intelligence Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-Making [01:00:54]This panel will discuss employment privacy considerations for employers in applying AI tools to augment and transform traditional selection, monitoring, and other employment processes. After completing this session, participants will be able to:Identify employment privacy considerations for using algorithmic decision-making technology in hiring and other employment decision making processesUnderstand the changing landscape for monitoring employee presence, performance, and productivity, from key-stroke loggers to eye-movement trackingRecognize your obligations under domestic and global laws governing AI tools and employmentDiscuss use of AI and policy considerations for managing use of AI in the workplaceHRCI/SHRM credit for Human Resources Professionals Ben Gipson, Margaret A. Keane, Justin WebbThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingNatalie A. PiercePresentation MaterialThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingMargaret A. KeaneThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingBen Gipson, Margaret A. Keane, Justin Webb Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467510 467510 163 G3108 1:00:54 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467512?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Employee privacy Artificial intelligence Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-Making [01:00:54]This panel will discuss employment privacy considerations for employers in applying AI tools to augment and transform traditional selection, monitoring, and other employment processes. After completing this session, participants will be able to:Identify employment privacy considerations for using algorithmic decision-making technology in hiring and other employment decision making processesUnderstand the changing landscape for monitoring employee presence, performance, and productivity, from key-stroke loggers to eye-movement trackingRecognize your obligations under domestic and global laws governing AI tools and employmentDiscuss use of AI and policy considerations for managing use of AI in the workplaceHRCI/SHRM credit for Human Resources Professionals Ben Gipson, Margaret A. Keane, Justin WebbThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingNatalie A. PiercePresentation MaterialThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingMargaret A. KeaneThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision-MakingBen Gipson, Margaret A. Keane, Justin Webb Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467512 467512 25 G3108 1:00:13 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467519?tCode=WTC5_RSS01 Cybersecurity and data protection Cyber attacks Data breach Government investigations (Data breach) Information privacy (Cybersecurity and data protection) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkGlobal Data Breach: The Cybersecurity Risks Aren’t Hypothetical [01:16:20]This panel will take participants through a complex hypothetical cybersecurity attack. The session will focus on managing an intrusion, starting with the initial identification of an incident followed by a series of events that lead the organization to determine that a widespread cyberattack has occurred. The incident will unfold from there, as the panel walks through the gamut of incident response activities, from assembly of the incident respond team to negotiation with the threat actor to remediation and breach notification. After completing this session, participants will be able to:Strategize regarding incident escalationDetermine who should be on the incident response teamConsider appropriate systems and data recovery activitiesUnderstand who needs to be notified and the relevant timing obligationsManage inquiries from media, employees, business partners, regulators, and othersResolve reputation and communications issuesSam Jones, Eric Montellese, Lisa J. Sotto, Ed TrisselThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Alysa Austin and Kimberly Kiefer Peretti, Alston & Bird Privacy, Cyber & Data Strategy Advisory, Data Breach Data Reviews: Challenges and What You Need to Know (June 25, 2025)Kimberly Kiefer PerettiKate Hanniford, David Keating, Kimberly Kiefer Peretti, Lance Taubin and Santiago “Santi” Villar, Alston & Bird Privacy, Cyber & Data Strategy Advisory, California Expands the Impact of the CCPA with Sweeping New Rules on Cybersecurity Audits, Automated Decision-Making Technologies, and Privacy Risk Assessments (October 20, 2025)Kimberly Kiefer PerettiKimberly Kiefer Peretti, Andrew Liebler, Lance Taubin and Andrew Rice, Alston & Bird Privacy, Cyber & Data Strategy Advisory, CMMC Brings New Era of Cybersecurity Compliance for Defense Contractors (November 11, 2025)Kimberly Kiefer PerettiKimberly Kiefer Peretti, Lance Taubin and Carson Kuck, Alston & Bird Privacy, Cyber & Data Strategy Advisory, How AI Is Changing the Incident Response Landscape: What GCs Need to Know (January 6, 2026)Kimberly Kiefer PerettiPresentation MaterialGlobal Data Breach: The Cybersecurity Risks Aren’t HypotheticalSam Jones, Eric Montellese, Lisa J. Sotto, Ed Trissel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467519 467519 163 G3108 1:16:20 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467521?tCode=WTC5_RSS01 Cybersecurity and data protection Cyber attacks Data breach Government investigations (Data breach) Information privacy (Cybersecurity and data protection) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkGlobal Data Breach: The Cybersecurity Risks Aren’t Hypothetical [01:16:20]This panel will take participants through a complex hypothetical cybersecurity attack. The session will focus on managing an intrusion, starting with the initial identification of an incident followed by a series of events that lead the organization to determine that a widespread cyberattack has occurred. The incident will unfold from there, as the panel walks through the gamut of incident response activities, from assembly of the incident respond team to negotiation with the threat actor to remediation and breach notification. After completing this session, participants will be able to:Strategize regarding incident escalationDetermine who should be on the incident response teamConsider appropriate systems and data recovery activitiesUnderstand who needs to be notified and the relevant timing obligationsManage inquiries from media, employees, business partners, regulators, and othersResolve reputation and communications issuesSam Jones, Eric Montellese, Lisa J. Sotto, Ed TrisselThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Alysa Austin and Kimberly Kiefer Peretti, Alston & Bird Privacy, Cyber & Data Strategy Advisory, Data Breach Data Reviews: Challenges and What You Need to Know (June 25, 2025)Kimberly Kiefer PerettiKate Hanniford, David Keating, Kimberly Kiefer Peretti, Lance Taubin and Santiago “Santi” Villar, Alston & Bird Privacy, Cyber & Data Strategy Advisory, California Expands the Impact of the CCPA with Sweeping New Rules on Cybersecurity Audits, Automated Decision-Making Technologies, and Privacy Risk Assessments (October 20, 2025)Kimberly Kiefer PerettiKimberly Kiefer Peretti, Andrew Liebler, Lance Taubin and Andrew Rice, Alston & Bird Privacy, Cyber & Data Strategy Advisory, CMMC Brings New Era of Cybersecurity Compliance for Defense Contractors (November 11, 2025)Kimberly Kiefer PerettiKimberly Kiefer Peretti, Lance Taubin and Carson Kuck, Alston & Bird Privacy, Cyber & Data Strategy Advisory, How AI Is Changing the Incident Response Landscape: What GCs Need to Know (January 6, 2026)Kimberly Kiefer PerettiPresentation MaterialGlobal Data Breach: The Cybersecurity Risks Aren’t HypotheticalSam Jones, Eric Montellese, Lisa J. Sotto, Ed Trissel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467521 467521 25 G3108 1:15:38 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467520?tCode=WTC5_RSS01 Cybersecurity and data protection Cyber attacks Data breach Government investigations (Data breach) Information privacy (Cybersecurity and data protection) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkGlobal Data Breach: The Cybersecurity Risks Aren’t Hypothetical [01:16:20]This panel will take participants through a complex hypothetical cybersecurity attack. The session will focus on managing an intrusion, starting with the initial identification of an incident followed by a series of events that lead the organization to determine that a widespread cyberattack has occurred. The incident will unfold from there, as the panel walks through the gamut of incident response activities, from assembly of the incident respond team to negotiation with the threat actor to remediation and breach notification. After completing this session, participants will be able to:Strategize regarding incident escalationDetermine who should be on the incident response teamConsider appropriate systems and data recovery activitiesUnderstand who needs to be notified and the relevant timing obligationsManage inquiries from media, employees, business partners, regulators, and othersResolve reputation and communications issuesSam Jones, Eric Montellese, Lisa J. Sotto, Ed TrisselThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Alysa Austin and Kimberly Kiefer Peretti, Alston & Bird Privacy, Cyber & Data Strategy Advisory, Data Breach Data Reviews: Challenges and What You Need to Know (June 25, 2025)Kimberly Kiefer PerettiKate Hanniford, David Keating, Kimberly Kiefer Peretti, Lance Taubin and Santiago “Santi” Villar, Alston & Bird Privacy, Cyber & Data Strategy Advisory, California Expands the Impact of the CCPA with Sweeping New Rules on Cybersecurity Audits, Automated Decision-Making Technologies, and Privacy Risk Assessments (October 20, 2025)Kimberly Kiefer PerettiKimberly Kiefer Peretti, Andrew Liebler, Lance Taubin and Andrew Rice, Alston & Bird Privacy, Cyber & Data Strategy Advisory, CMMC Brings New Era of Cybersecurity Compliance for Defense Contractors (November 11, 2025)Kimberly Kiefer PerettiKimberly Kiefer Peretti, Lance Taubin and Carson Kuck, Alston & Bird Privacy, Cyber & Data Strategy Advisory, How AI Is Changing the Incident Response Landscape: What GCs Need to Know (January 6, 2026)Kimberly Kiefer PerettiPresentation MaterialGlobal Data Breach: The Cybersecurity Risks Aren’t HypotheticalSam Jones, Eric Montellese, Lisa J. Sotto, Ed Trissel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467520 467520 98 G3108 1:16:20 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467537?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkPrivacy and Security in the Age of AI [01:05:44]Artificial intelligence is powering the economy, but what is powering AI? The answer is data, often personal data. As AI capabilities grow at an unprecedented scale and speed, so do the privacy and security questions. AI in all of its forms (including predictive, machine learning, generative, agentic, emotion, deepfake), used in conjunction with other technologies (biometrics, virtual and augmented reality, autonomous vehicles, robotics), is powerful but can also be perilous if privacy and security risks aren’t addressed properly. After completing this session, participants will be able to:Identify how the latest AI and related technologies not only threaten but also protect privacy and securityUnderstand how data protection laws govern these technologies and where there are gapsEvaluate best practices for addressing AI-driven privacy and security legal issuesDaniel Ilan, Alejandro Mosquera, Oliver PatelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Developing Policy for Novel AI ProblemsTheodore F. ClaypooleOverview of Enacted State AI Laws 2.0 (February 12, 2026)Theodore F. ClaypoolePresentation MaterialPrivacy and Security in the Age of AIDaniel Ilan, Alejandro Mosquera, Oliver Patel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467537 467537 163 G3108 1:05:44 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467539?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkPrivacy and Security in the Age of AI [01:05:44]Artificial intelligence is powering the economy, but what is powering AI? The answer is data, often personal data. As AI capabilities grow at an unprecedented scale and speed, so do the privacy and security questions. AI in all of its forms (including predictive, machine learning, generative, agentic, emotion, deepfake), used in conjunction with other technologies (biometrics, virtual and augmented reality, autonomous vehicles, robotics), is powerful but can also be perilous if privacy and security risks aren’t addressed properly. After completing this session, participants will be able to:Identify how the latest AI and related technologies not only threaten but also protect privacy and securityUnderstand how data protection laws govern these technologies and where there are gapsEvaluate best practices for addressing AI-driven privacy and security legal issuesDaniel Ilan, Alejandro Mosquera, Oliver PatelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Developing Policy for Novel AI ProblemsTheodore F. ClaypooleOverview of Enacted State AI Laws 2.0 (February 12, 2026)Theodore F. ClaypoolePresentation MaterialPrivacy and Security in the Age of AIDaniel Ilan, Alejandro Mosquera, Oliver Patel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467539 467539 25 G3108 1:05:03 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467538?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkPrivacy and Security in the Age of AI [01:05:44]Artificial intelligence is powering the economy, but what is powering AI? The answer is data, often personal data. As AI capabilities grow at an unprecedented scale and speed, so do the privacy and security questions. AI in all of its forms (including predictive, machine learning, generative, agentic, emotion, deepfake), used in conjunction with other technologies (biometrics, virtual and augmented reality, autonomous vehicles, robotics), is powerful but can also be perilous if privacy and security risks aren’t addressed properly. After completing this session, participants will be able to:Identify how the latest AI and related technologies not only threaten but also protect privacy and securityUnderstand how data protection laws govern these technologies and where there are gapsEvaluate best practices for addressing AI-driven privacy and security legal issuesDaniel Ilan, Alejandro Mosquera, Oliver PatelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Developing Policy for Novel AI ProblemsTheodore F. ClaypooleOverview of Enacted State AI Laws 2.0 (February 12, 2026)Theodore F. ClaypoolePresentation MaterialPrivacy and Security in the Age of AIDaniel Ilan, Alejandro Mosquera, Oliver Patel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467538 467538 98 G3108 1:05:44 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467523?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkGlobal Data Protection Developments: Perspectives on Privacy and Security Beyond the US and EU/UK [01:00:55]Privacy and security developments continue to move at a rapid pace outside of the EU/UK and US. This panel will survey key trends in privacy and security laws around the world, and the implications for companies operating globally. After completing this session, participants will be able to:Compare trends in global data protection law development with EU/UK and US approachesAnalyze varying approaches to consent and cross-border data transfers under global data protection lawsDiscuss expanding obligations for data governance and accountabilityUnderstand enforcement trends and prioritiesApply practical tips and strategies in managing a global data protection programSheena Jacob, Eloise Gratton, Brandon Kerstens, Thiago Luis Sombra The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Developments in the Asian Privacy Landscape (March 6, 2026)Sheena JacobPresentation MaterialGlobal Data Protection Developments: Perspectives on Privacy and Security Beyond the US and EU/UKSheena Jacob, Adam Kardash, Brandon Kerstens, Thiago Luis Sombra Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467523 467523 98 G3108 1:00:55 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467524?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkGlobal Data Protection Developments: Perspectives on Privacy and Security Beyond the US and EU/UK [01:00:55]Privacy and security developments continue to move at a rapid pace outside of the EU/UK and US. This panel will survey key trends in privacy and security laws around the world, and the implications for companies operating globally. After completing this session, participants will be able to:Compare trends in global data protection law development with EU/UK and US approachesAnalyze varying approaches to consent and cross-border data transfers under global data protection lawsDiscuss expanding obligations for data governance and accountabilityUnderstand enforcement trends and prioritiesApply practical tips and strategies in managing a global data protection programSheena Jacob, Eloise Gratton, Brandon Kerstens, Thiago Luis Sombra The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Developments in the Asian Privacy Landscape (March 6, 2026)Sheena JacobPresentation MaterialGlobal Data Protection Developments: Perspectives on Privacy and Security Beyond the US and EU/UKSheena Jacob, Adam Kardash, Brandon Kerstens, Thiago Luis Sombra Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467524 467524 25 G3108 1:00:14 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467522?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkGlobal Data Protection Developments: Perspectives on Privacy and Security Beyond the US and EU/UK [01:00:55]Privacy and security developments continue to move at a rapid pace outside of the EU/UK and US. This panel will survey key trends in privacy and security laws around the world, and the implications for companies operating globally. After completing this session, participants will be able to:Compare trends in global data protection law development with EU/UK and US approachesAnalyze varying approaches to consent and cross-border data transfers under global data protection lawsDiscuss expanding obligations for data governance and accountabilityUnderstand enforcement trends and prioritiesApply practical tips and strategies in managing a global data protection programSheena Jacob, Eloise Gratton, Brandon Kerstens, Thiago Luis Sombra The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Developments in the Asian Privacy Landscape (March 6, 2026)Sheena JacobPresentation MaterialGlobal Data Protection Developments: Perspectives on Privacy and Security Beyond the US and EU/UKSheena Jacob, Adam Kardash, Brandon Kerstens, Thiago Luis Sombra Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467522 467522 163 G3108 1:00:55 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467504?tCode=WTC5_RSS01 Chief privacy officers Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkCPO and CISO Roundtable: Been There, Done That [01:01:09]This panel will explore the roles of Chief Privacy Officers (CPOs) and Chief Information Security Officers (CISOs) in this new era of expanded data governance responsibilities. After completing this session, participants will be able to:Identify how to manage privacy and cybersecurity risks in the context of continually emerging technologiesUnderstand strategies to address the complex array of changing laws and regulations at the state, federal, and international levelsDetermine implementation strategies to most effectively promote compliance across the globeConsider the shifting sands of new roles, responsibilities, and challenges in the evolving digital eraEric Berman, Kelly Harris, Lauren Heyndrickx, Gerasimos (Gerry) J. StellatosThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hunton, Artificial Intelligence: 2025 Year in Review (2026)Lisa J. Sotto,Aaron P. SimpsonPresentation MaterialCPO and CISO Roundtable: Been There, Done ThatEric Berman, Kelly Harris, Lauren Heyndrickx, Gerasimos (Gerry) J. Stellatos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467504 467504 163 G3108 1:01:09 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467506?tCode=WTC5_RSS01 Chief privacy officers Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkCPO and CISO Roundtable: Been There, Done That [01:01:09]This panel will explore the roles of Chief Privacy Officers (CPOs) and Chief Information Security Officers (CISOs) in this new era of expanded data governance responsibilities. After completing this session, participants will be able to:Identify how to manage privacy and cybersecurity risks in the context of continually emerging technologiesUnderstand strategies to address the complex array of changing laws and regulations at the state, federal, and international levelsDetermine implementation strategies to most effectively promote compliance across the globeConsider the shifting sands of new roles, responsibilities, and challenges in the evolving digital eraEric Berman, Kelly Harris, Lauren Heyndrickx, Gerasimos (Gerry) J. StellatosThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hunton, Artificial Intelligence: 2025 Year in Review (2026)Lisa J. Sotto,Aaron P. SimpsonPresentation MaterialCPO and CISO Roundtable: Been There, Done ThatEric Berman, Kelly Harris, Lauren Heyndrickx, Gerasimos (Gerry) J. Stellatos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467506 467506 25 G3108 1:00:27 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467505?tCode=WTC5_RSS01 Chief privacy officers Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkCPO and CISO Roundtable: Been There, Done That [01:01:09]This panel will explore the roles of Chief Privacy Officers (CPOs) and Chief Information Security Officers (CISOs) in this new era of expanded data governance responsibilities. After completing this session, participants will be able to:Identify how to manage privacy and cybersecurity risks in the context of continually emerging technologiesUnderstand strategies to address the complex array of changing laws and regulations at the state, federal, and international levelsDetermine implementation strategies to most effectively promote compliance across the globeConsider the shifting sands of new roles, responsibilities, and challenges in the evolving digital eraEric Berman, Kelly Harris, Lauren Heyndrickx, Gerasimos (Gerry) J. StellatosThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hunton, Artificial Intelligence: 2025 Year in Review (2026)Lisa J. Sotto,Aaron P. SimpsonPresentation MaterialCPO and CISO Roundtable: Been There, Done ThatEric Berman, Kelly Harris, Lauren Heyndrickx, Gerasimos (Gerry) J. Stellatos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467505 467505 98 G3108 1:01:09 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467507?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Ethics and professional responsibility Artificial intelligence Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkA Complete Unknown? Shining a Light on Technology-Driven Ethical Issues for Privacy and Data Security Advisors [00:59:30]Keeping up with technological advancements is challenging, but it’s an ethical obligation for lawyers, including when it comes to privacy and security issues. Ever-changing and seemingly unknowable AI, growing in power and capabilities, continually raises unprecedented professional responsibility concerns for privacy and data security lawyers and the organizations they advise. After completing this session, participants will be able to:Understand lawyers’ ethical obligations to keep up with technological advancementsIdentify the ethical implications of AI technologies, particularly as they affect law practice and privacy and security risk managementAnalyze bar opinions governing the use of AI and privacy and security obligationsDiscuss obligations to protect data and communications imposed not just by statute and the organization’s own promises, but also by the rules of professional responsibilityJordan Abbott, Erin Soyoung Park, Camila TobónThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Guidance on Attorneys’ Use of Artificial IntelligenceCamila TobónLucian T. Pera, John F. Weaver and Andrew P. Sutton, Ch. 3: AI and Ethics: A Lawyer’s Professional Obligations, Artificial Intelligence: Legal Issues, Policy, and Practical Strategies, ABA Section of Science & Technology Law (2024)Lucian T. PeraA Simple Law That Would Unshackle AI for Legal Use (September 2, 2025)Lucian T. PeraWhat an Ethics Lawyer Learned from Being Stalked by an AI Notetaker (November 4, 2025)Lucian T. PeraCurrent AI Ethics Opinions and Other Authorities (January 2026)Lucian T. PeraPresentation MaterialA Complete Unknown? Shining a Light on Technology-Driven Ethical Issues for Privacy and Data Security AdvisorsJordan Abbott, Erin Soyoung Park, Camila Tobón Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467507 467507 163 G3108 0:59:30 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467508?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Ethics and professional responsibility Artificial intelligence Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkA Complete Unknown? Shining a Light on Technology-Driven Ethical Issues for Privacy and Data Security Advisors [00:59:30]Keeping up with technological advancements is challenging, but it’s an ethical obligation for lawyers, including when it comes to privacy and security issues. Ever-changing and seemingly unknowable AI, growing in power and capabilities, continually raises unprecedented professional responsibility concerns for privacy and data security lawyers and the organizations they advise. After completing this session, participants will be able to:Understand lawyers’ ethical obligations to keep up with technological advancementsIdentify the ethical implications of AI technologies, particularly as they affect law practice and privacy and security risk managementAnalyze bar opinions governing the use of AI and privacy and security obligationsDiscuss obligations to protect data and communications imposed not just by statute and the organization’s own promises, but also by the rules of professional responsibilityJordan Abbott, Erin Soyoung Park, Camila TobónThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Guidance on Attorneys’ Use of Artificial IntelligenceCamila TobónLucian T. Pera, John F. Weaver and Andrew P. Sutton, Ch. 3: AI and Ethics: A Lawyer’s Professional Obligations, Artificial Intelligence: Legal Issues, Policy, and Practical Strategies, ABA Section of Science & Technology Law (2024)Lucian T. PeraA Simple Law That Would Unshackle AI for Legal Use (September 2, 2025)Lucian T. PeraWhat an Ethics Lawyer Learned from Being Stalked by an AI Notetaker (November 4, 2025)Lucian T. PeraCurrent AI Ethics Opinions and Other Authorities (January 2026)Lucian T. PeraPresentation MaterialA Complete Unknown? Shining a Light on Technology-Driven Ethical Issues for Privacy and Data Security AdvisorsJordan Abbott, Erin Soyoung Park, Camila Tobón Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467508 467508 98 G3108 0:59:30 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/467509?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Ethics and professional responsibility Artificial intelligence Taken from the Web Program Recorded May 18 - 19, 2026 in New YorkA Complete Unknown? Shining a Light on Technology-Driven Ethical Issues for Privacy and Data Security Advisors [00:59:30]Keeping up with technological advancements is challenging, but it’s an ethical obligation for lawyers, including when it comes to privacy and security issues. Ever-changing and seemingly unknowable AI, growing in power and capabilities, continually raises unprecedented professional responsibility concerns for privacy and data security lawyers and the organizations they advise. After completing this session, participants will be able to:Understand lawyers’ ethical obligations to keep up with technological advancementsIdentify the ethical implications of AI technologies, particularly as they affect law practice and privacy and security risk managementAnalyze bar opinions governing the use of AI and privacy and security obligationsDiscuss obligations to protect data and communications imposed not just by statute and the organization’s own promises, but also by the rules of professional responsibilityJordan Abbott, Erin Soyoung Park, Camila TobónThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Guidance on Attorneys’ Use of Artificial IntelligenceCamila TobónLucian T. Pera, John F. Weaver and Andrew P. Sutton, Ch. 3: AI and Ethics: A Lawyer’s Professional Obligations, Artificial Intelligence: Legal Issues, Policy, and Practical Strategies, ABA Section of Science & Technology Law (2024)Lucian T. PeraA Simple Law That Would Unshackle AI for Legal Use (September 2, 2025)Lucian T. PeraWhat an Ethics Lawyer Learned from Being Stalked by an AI Notetaker (November 4, 2025)Lucian T. PeraCurrent AI Ethics Opinions and Other Authorities (January 2026)Lucian T. PeraPresentation MaterialA Complete Unknown? Shining a Light on Technology-Driven Ethical Issues for Privacy and Data Security AdvisorsJordan Abbott, Erin Soyoung Park, Camila Tobón Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467509 467509 25 G3108 0:58:49 https://www.pli.edu/programs/appellate-advocacy/442313?tCode=WTC5_RSS01 Appeals Appellate advocacy Oral arguments Practice skills (Litigation) Legal writing, drafting, and negotiation This program will provide real-world insight into effective appellate advocacy. Attendees will learn about all aspects of the appellate process, from things to do (and not to do) in the trial court, to strategies and techniques for persuasive brief writing and oral argument, to how and when to seek amicus support, to the rehearing and certiorari processes. Attendees will also hear the "View from the Bench" - what judges find persuasive and effective.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442313 442313 32 G3062 3:54:43 https://www.pli.edu/programs/ai-vs.-actual-intelligence-exposing-the-strategic-intelligence-legal-teams-have-been-overlooking/460567?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Intellectual property Technology Artificial intelligence Generative AI is transforming legal workflows. It can draft, summarize, extract, and analyze at unprecedented speed. But speed is not strategy. And automation is not intelligence.As legal teams adopt AI tools across litigation, corporate governance, compliance, and contract management, a critical question emerges:What is the role of human intelligence in an AI-assisted practice?This program challenges the assumption that technology alone creates efficiency or competitive advantage. Instead, it exposes the strategic intelligence legal teams have been overlooking...judgment, contextual analysis, risk calibration, ethical reasoning, and operational leadership.Participants will explore how to deploy AI responsibly without outsourcing professional thinking. You will learn how to structure AI workflows that are defensible, supervised, and strategically aligned with client objectives and regulatory obligations.This is not a session about hype or fear. It is about clarity.Whether you are experimenting with AI tools or overseeing enterprise-level implementation, this program provides the frameworks necessary to ensure AI enhances, rather than erodes, professional standards and strategic value. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460567 460567 32 G5691 0:57:53 https://www.pli.edu/programs/property-and-casualty-insurance-law/441946?tCode=WTC5_RSS01 Insurance coverage Casualty insurance Property insurance Insurance litigation Real estate Still reeling from the opioid epidemic and ongoing Covid-19 impacts, the limits of complex property and casualty insurance coverage throughout the U.S. continue to be tested in the aftermath of historic natural disasters in California and Southeastern states. While policy holders and carriers alike have become versed in disputes arising out of property damage, business loss, and personal injury claims, conflicting litigation outcomes and proposed new regulation may challenge even experienced legal practitioners. Moreover, legal advisors must also be well-prepared for lesser-known coverage areas such as expanded realizations about the use of forever chemicals and the proliferation of AI-driven technology.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441946 441946 32 G4611 7:19:26 https://www.pli.edu/programs/practicing-law-in-another-state-remotely-virtually-temporarily-permanently-invisibly-and-more/459105?tCode=WTC5_RSS01 Ethics and professional responsibility Multijurisdictional practice (Ethics and professional responsibility) Professional development Technology in law practice Technology Advances in electronic communication have accelerated, but complicated, lawyers’ ability to “practice law” in states where they are not licensed. Unless they know the rules in those other states, lawyers risk sanctions by jealous jurisdictions. This program will address the basic principles governing such multijurisdictional practice, focusing on the areas of greatest risk. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459105 459105 104 G5704 1:01:28 https://www.pli.edu/programs/practicing-law-in-another-state-remotely-virtually-temporarily-permanently-invisibly-and-more/465035?tCode=WTC5_RSS01 Ethics and professional responsibility Multijurisdictional practice (Ethics and professional responsibility) Professional development Technology in law practice Technology Advances in electronic communication have accelerated, but complicated, lawyers’ ability to “practice law” in states where they are not licensed. Unless they know the rules in those other states, lawyers risk sanctions by jealous jurisdictions. This program will address the basic principles governing such multijurisdictional practice, focusing on the areas of greatest risk. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465035 465035 163 G5704 1:02:10 https://www.pli.edu/programs/practicing-law-in-another-state-remotely-virtually-temporarily-permanently-invisibly-and-more/465034?tCode=WTC5_RSS01 Ethics and professional responsibility Multijurisdictional practice (Ethics and professional responsibility) Professional development Technology in law practice Technology Advances in electronic communication have accelerated, but complicated, lawyers’ ability to “practice law” in states where they are not licensed. Unless they know the rules in those other states, lawyers risk sanctions by jealous jurisdictions. This program will address the basic principles governing such multijurisdictional practice, focusing on the areas of greatest risk. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465034 465034 98 G5704 1:02:10 https://www.pli.edu/programs/preparing-for-appellate-arguments/459786?tCode=WTC5_RSS01 Appeals Arguments (Litigation) Hearings (Litigation) Practice skills (Litigation) Trial This Studio Briefing features seasoned litigators discussing strategies and practical tips to prepare for the expected and unexpected challenges one may face when delivering appellate arguments. The faculty share helpful ways to design appellate arguments to be responsive to the demands of the Court while also allowing for sustained, effective advocacy of the representation.  ?PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459786 459786 32 G5715 1:01:27 https://www.pli.edu/programs/elder-financial-exploitation/444799?tCode=WTC5_RSS01 Banking and finance Estates and trusts Elder abuse Litigation Public interest law and pro bono Almost a quarter of the United States population will be 65 or older by 2050, and the number of older adults living with dementia is expected to double by then. Meanwhile, adults aged 55 and up now hold 74% of all wealth in the U.S. They are prime targets for financial exploitation, a fact exacerbated by international criminal organizations perpetrating scams across the world. And abusers can include family, caregivers, and friends, too. When financial abuse strikes, it causes economic instability and psychological decline. It also impairs older adults’ physical health. Remedies for such abuse often seem few and far between, especially as abusers adapt to new circumstances. Attorneys thus need innovative legal strategies and advocacy to support abused older adults and remedy abuse. This training will provide information and resources to help attorneys as they represent clients who may have experienced financial exploitation.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444799 444799 20 G3840 2026-12-11T22:20:00Z 5:21:46 San Francisco CA USA https://www.pli.edu/programs/elder-financial-exploitation/444800?tCode=WTC5_RSS01 Banking and finance Estates and trusts Elder abuse Litigation Public interest law and pro bono Almost a quarter of the United States population will be 65 or older by 2050, and the number of older adults living with dementia is expected to double by then. Meanwhile, adults aged 55 and up now hold 74% of all wealth in the U.S. They are prime targets for financial exploitation, a fact exacerbated by international criminal organizations perpetrating scams across the world. And abusers can include family, caregivers, and friends, too. When financial abuse strikes, it causes economic instability and psychological decline. It also impairs older adults’ physical health. Remedies for such abuse often seem few and far between, especially as abusers adapt to new circumstances. Attorneys thus need innovative legal strategies and advocacy to support abused older adults and remedy abuse. This training will provide information and resources to help attorneys as they represent clients who may have experienced financial exploitation.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444800 444800 13 G3840 2026-12-11T22:20:00Z 5:21:46 San Francisco CA USA https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/444503?tCode=WTC5_RSS01 Financial markets Capital markets Regulation, compliance, and enforcement (Securities and other financial products) Capital markets are adjusting to a wide range of evolving regulatory standards that affect the way in which offerings are conducted around the world. At the same time, issuers around the world are subject to changing accounting and corporate governance standards, while market participants navigate new ground with respect to investor expectations. Issuers and market participants also face an increasingly active global enforcement environment targeting activities taking place around the world. This program will provide an update on domestic and international regulatory and market developments, bringing together an engaging group of expert practitioners and senior regulators for an in-depth look at how the U.S. securities laws work in the context of a rapidly evolving global regulatory environment. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444503 444503 32 G3226 6:14:59 https://www.pli.edu/programs/inside-out-the-importance-of-relationships-for-in-house-counsel/458199?tCode=WTC5_RSS01 Cybersecurity and data protection Professional development Career development Attorney wellness Technology Having a community is beneficial, both in our professional and personal lives. A trusted professional network shares information, acts as a sounding board to test, challenge and refine ideas and approaches, and can provide a conduit to career advancement and personal wellbeing. As you navigate career stages, what will help support you at each level? This program explores why intentional creation and management of a community is critical to your success. The time to start building support is before you need it.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458199 458199 104 G5683 1:00:49 https://www.pli.edu/programs/inside-out-the-importance-of-relationships-for-in-house-counsel/464854?tCode=WTC5_RSS01 Cybersecurity and data protection Professional development Career development Attorney wellness Technology Having a community is beneficial, both in our professional and personal lives. A trusted professional network shares information, acts as a sounding board to test, challenge and refine ideas and approaches, and can provide a conduit to career advancement and personal wellbeing. As you navigate career stages, what will help support you at each level? This program explores why intentional creation and management of a community is critical to your success. The time to start building support is before you need it.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464854 464854 98 G5683 1:01:30 https://www.pli.edu/programs/inside-out-the-importance-of-relationships-for-in-house-counsel/464855?tCode=WTC5_RSS01 Cybersecurity and data protection Professional development Career development Attorney wellness Technology Having a community is beneficial, both in our professional and personal lives. A trusted professional network shares information, acts as a sounding board to test, challenge and refine ideas and approaches, and can provide a conduit to career advancement and personal wellbeing. As you navigate career stages, what will help support you at each level? This program explores why intentional creation and management of a community is critical to your success. The time to start building support is before you need it.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464855 464855 163 G5683 1:01:30 https://www.pli.edu/programs/fundamentals-of-noncompetes/440461?tCode=WTC5_RSS01 Employment and labor Intellectual property Noncompetes This program is designed to quickly bring everyone to a level playing field. It provides a broad-based, foundational introduction to the core concepts of restrictive covenant law, including the different types of restrictive covenants that are generally enforceable but sometimes not enforceable, the interests they can protect, the rules for their use, and basic drafting and litigating techniques. You will gain insight into how to protect your company’s trade secrets, customer relationships, workforce, and other protectable business interests, and how to position your company or client in the event of any future federal regulation of noncompetes, further state limitations, and increasing judicial scrutiny.Understanding the changing landscape and its implications is nothing short of critical – particularly for companies engaged in business across state lines.This program brings together experts in this area of law to explain the key concepts in restrictive covenant law, the difference between noncompete agreements, nonsolicitation agreements, and nondisclosure agreements, and how to use each to your advantage, the business interests that can be protected, and how companies can use restrictive agreements to protect them. Next, we will learn the key issues and principles applicable to drafting of restrictive covenants for companies located in one state or many. Finally, we will put it all together to explain how to best protect your company’s information, customers, and workforce. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440461 440461 32 G4783 3:12:55 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/chb/444127?tCode=WTC5_RSS01 Private equity Mergers and acquisitions Due diligence (Mergers and acquisitions) Private companies Acquisitions and dispositions Our experienced faculty will walk you through all of the steps associated with acquiring and selling a privately held company, whether it is a large independent corporation, a division or subsidiary of a large public company, or a smaller venture capital-backed or family-owned entrepreneurial enterprise. You will learn about the special issues that apply when a private equity firm is the buyer or owns the target company, and about the techniques and strategies that are essential to successful negotiations. You will also gain an understanding of the key employee benefits, labor and employment, and intellectual property issues that arise and how to address them. Plus, you will learn about special diligence concerns involving international deals, including FCPA, AML, tax, and labor issues. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444127 444127 28 G3139 0:00:00 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/chb/444128?tCode=WTC5_RSS01 Private equity Mergers and acquisitions Due diligence (Mergers and acquisitions) Private companies Acquisitions and dispositions Our experienced faculty will walk you through all of the steps associated with acquiring and selling a privately held company, whether it is a large independent corporation, a division or subsidiary of a large public company, or a smaller venture capital-backed or family-owned entrepreneurial enterprise. You will learn about the special issues that apply when a private equity firm is the buyer or owns the target company, and about the techniques and strategies that are essential to successful negotiations. You will also gain an understanding of the key employee benefits, labor and employment, and intellectual property issues that arise and how to address them. Plus, you will learn about special diligence concerns involving international deals, including FCPA, AML, tax, and labor issues. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444128 444128 257 G3139 0:00:00 https://www.pli.edu/catalog/publications/treatise/proskauer-on-privacy-a-guide-to-privacy-and-data-security-law-in-the-information-age/172885?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) An overview of data privacy and security laws, including sector-specific laws. Provides guidance on developing compliance programs, handling data breach litigation, and mitigating risks with insurance. Includes coverage of international laws on privacy. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 172885 172885 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/proskauer-on-privacy-a-guide-to-privacy-and-data-security-law-in-the-information-age/305206?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Proskauer on Privacy is a comprehensive resource on the laws and standards governing areas where data privacy and security is potentially at risk, including the workplace, medical data, financial information, commercial transactions, and online activity, including communications involving children. It includes coverage of global regulation of privacy. The book offers guidance that can help organizations develop effective compliance programs, enhance data security, and mitigate negative consequences when breaches do occur. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 305206 305206 111 0:00:00 https://www.pli.edu/programs/hot-topics-in-child-custody-visitation--guardianship-for-new-york-practitioners/443237?tCode=WTC5_RSS01 Family law Family court Child custody SIJS New York Family Court custody, visitation, and family offense matters move quickly—and the law and practice continue to evolve. This program offers practical guidance from the bench and seasoned advocates on three high-impact areas: recent custody and visitation developments (including international disputes and UCCJEA issues), how to request and litigate in camera/Lincoln hearings, and how Article 6 custody cases interact with Article 10 child protective matters at disposition. You will come away with concrete strategies to strengthen motions and hearings, spot procedural and evidentiary pitfalls, and better advocate for parents and children in complex CVO cases. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443237 443237 32 G3054 3:42:18 https://www.pli.edu/programs/using-microsoft-excel-in-your-legal-practice/460285?tCode=WTC5_RSS01 Cybersecurity and data protection Litigation Professional development Technology Microsoft Excel is an important tool for the modern lawyer. It is indispensable in managing document reviews, calculating damages, managing client information, and many other tasks routinely performed by attorneys. Because so many business clients use Excel, spreadsheets often become evidence in their own right, so attorneys need to be able to review and understand Excel files. In this lively program, Ben J. Kusmin, a commercial litigator and the founder of Excel Esquire, will demonstrate the most important features of Microsoft Excel using concrete examples drawn from his practice.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460285 460285 104 G5722 1:03:46 https://www.pli.edu/programs/using-microsoft-excel-in-your-legal-practice/464818?tCode=WTC5_RSS01 Cybersecurity and data protection Litigation Professional development Technology Microsoft Excel is an important tool for the modern lawyer. It is indispensable in managing document reviews, calculating damages, managing client information, and many other tasks routinely performed by attorneys. Because so many business clients use Excel, spreadsheets often become evidence in their own right, so attorneys need to be able to review and understand Excel files. In this lively program, Ben J. Kusmin, a commercial litigator and the founder of Excel Esquire, will demonstrate the most important features of Microsoft Excel using concrete examples drawn from his practice.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464818 464818 98 G5722 1:04:28 https://www.pli.edu/programs/using-microsoft-excel-in-your-legal-practice/464819?tCode=WTC5_RSS01 Cybersecurity and data protection Litigation Professional development Technology Microsoft Excel is an important tool for the modern lawyer. It is indispensable in managing document reviews, calculating damages, managing client information, and many other tasks routinely performed by attorneys. Because so many business clients use Excel, spreadsheets often become evidence in their own right, so attorneys need to be able to review and understand Excel files. In this lively program, Ben J. Kusmin, a commercial litigator and the founder of Excel Esquire, will demonstrate the most important features of Microsoft Excel using concrete examples drawn from his practice.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464819 464819 163 G5722 1:04:28 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467337?tCode=WTC5_RSS01 Mergers and acquisitions Spin-offs Intellectual property Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoSpecialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual Property [01:31:17]International Aspects After completing this session, participants will be able to:  Evaluate special diligence concerns, including FCPA, AML, tax and labor issues Determine structuring to acquire (and perhaps later sell) a non-U.S. company Avoid common drafting pitfalls when non-U.S. laws govern part or all of a deal Contemplate dispute settlement alternatives in the cross-border context Assess execution formalities in certain jurisdictions and why they matter Intellectual Property After completing this session, participants will be able to discuss issues specific to intellectual property (topics may vary by city) including: Preliminary steps – the IP audit Conducting IP diligence  Issues based on the type of IP Data privacy compliance issues Representations and warranties Covenants and closing conditions Sale of a division, spin-off, etc. Closing and post-closing issues IAPP Privacy credit for Privacy Professionals  Cynthia Cole, Catharina Y. MinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cross-Border Private M&A Checklist (February 2026)Stephen D. BohrerAcquiring or Selling the Privately Held Company 2026: Intellectual Property Considerations (February 28, 2026)Jia Jia HuangPresentation MaterialSegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyCynthia ColeSegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyCatharina Y. Min Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467337 467337 163 G3139 1:31:17 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467339?tCode=WTC5_RSS01 Mergers and acquisitions Spin-offs Intellectual property Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoSpecialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual Property [01:31:17]International Aspects After completing this session, participants will be able to:  Evaluate special diligence concerns, including FCPA, AML, tax and labor issues Determine structuring to acquire (and perhaps later sell) a non-U.S. company Avoid common drafting pitfalls when non-U.S. laws govern part or all of a deal Contemplate dispute settlement alternatives in the cross-border context Assess execution formalities in certain jurisdictions and why they matter Intellectual Property After completing this session, participants will be able to discuss issues specific to intellectual property (topics may vary by city) including: Preliminary steps – the IP audit Conducting IP diligence  Issues based on the type of IP Data privacy compliance issues Representations and warranties Covenants and closing conditions Sale of a division, spin-off, etc. Closing and post-closing issues IAPP Privacy credit for Privacy Professionals  Cynthia Cole, Catharina Y. MinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cross-Border Private M&A Checklist (February 2026)Stephen D. BohrerAcquiring or Selling the Privately Held Company 2026: Intellectual Property Considerations (February 28, 2026)Jia Jia HuangPresentation MaterialSegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyCynthia ColeSegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyCatharina Y. Min Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467339 467339 25 G3139 1:30:35 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467338?tCode=WTC5_RSS01 Mergers and acquisitions Spin-offs Intellectual property Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoSpecialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual Property [01:31:17]International Aspects After completing this session, participants will be able to:  Evaluate special diligence concerns, including FCPA, AML, tax and labor issues Determine structuring to acquire (and perhaps later sell) a non-U.S. company Avoid common drafting pitfalls when non-U.S. laws govern part or all of a deal Contemplate dispute settlement alternatives in the cross-border context Assess execution formalities in certain jurisdictions and why they matter Intellectual Property After completing this session, participants will be able to discuss issues specific to intellectual property (topics may vary by city) including: Preliminary steps – the IP audit Conducting IP diligence  Issues based on the type of IP Data privacy compliance issues Representations and warranties Covenants and closing conditions Sale of a division, spin-off, etc. Closing and post-closing issues IAPP Privacy credit for Privacy Professionals  Cynthia Cole, Catharina Y. MinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cross-Border Private M&A Checklist (February 2026)Stephen D. BohrerAcquiring or Selling the Privately Held Company 2026: Intellectual Property Considerations (February 28, 2026)Jia Jia HuangPresentation MaterialSegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyCynthia ColeSegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyCatharina Y. Min Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467338 467338 98 G3139 1:31:17 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467320?tCode=WTC5_RSS01 Fiduciary responsibilities (Board of directors) Shareholders (Corporate governance) Mergers and acquisitions Private companies Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoEarn-outs and Fiduciary Duties in Private Transactions [01:30:36]Structuring and Negotiating Earn-Outs  After attending this presentation, participants will be able to analyze the problems that arise in the context of structuring and drafting contingent consideration, or earn-out, arrangements in a transaction: Formulas Disputes Accounting and tax issues Effect on indemnification Fiduciary Duties of Directors and Majority Shareholders  After attending this presentation, participants will be able to assess the duty of controlling and majority stockholders to minority holders in: Business combinations/sales/mergers Squeeze outs Transactions with affiliated entities Adrian Broderick, Fred de AlbuquerqueThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Scott Crofton, Jacob Croke and Andrew Lin, Law360, Tips from Del. Decision Nixing Major Earnout Damages Award (February 11, 2026)Scott CroftonRonit Berkovich and Teddy Cohan., Weil, Gotshal & Manges LLP, Warning to Directors of Selling Companies: Breach of Fiduciary Duty Liability May Exist for Failure to Investigate and Ensure Solvency of Company Post-Closing and Propriety and Effect of All Related Transactions (But You Can Protect Yourself) (December 18, 2020)Luke LaumannPresentation MaterialSegment PPT: Earn-outs and Fiduciary Duties in Private TransactionsAdrian BroderickSegment PPT: Earn-outs and Fiduciary Duties in Private TransactionsFred de Albuquerque Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467320 467320 98 G3139 1:30:36 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467321?tCode=WTC5_RSS01 Fiduciary responsibilities (Board of directors) Shareholders (Corporate governance) Mergers and acquisitions Private companies Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoEarn-outs and Fiduciary Duties in Private Transactions [01:30:36]Structuring and Negotiating Earn-Outs  After attending this presentation, participants will be able to analyze the problems that arise in the context of structuring and drafting contingent consideration, or earn-out, arrangements in a transaction: Formulas Disputes Accounting and tax issues Effect on indemnification Fiduciary Duties of Directors and Majority Shareholders  After attending this presentation, participants will be able to assess the duty of controlling and majority stockholders to minority holders in: Business combinations/sales/mergers Squeeze outs Transactions with affiliated entities Adrian Broderick, Fred de AlbuquerqueThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Scott Crofton, Jacob Croke and Andrew Lin, Law360, Tips from Del. Decision Nixing Major Earnout Damages Award (February 11, 2026)Scott CroftonRonit Berkovich and Teddy Cohan., Weil, Gotshal & Manges LLP, Warning to Directors of Selling Companies: Breach of Fiduciary Duty Liability May Exist for Failure to Investigate and Ensure Solvency of Company Post-Closing and Propriety and Effect of All Related Transactions (But You Can Protect Yourself) (December 18, 2020)Luke LaumannPresentation MaterialSegment PPT: Earn-outs and Fiduciary Duties in Private TransactionsAdrian BroderickSegment PPT: Earn-outs and Fiduciary Duties in Private TransactionsFred de Albuquerque Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467321 467321 25 G3139 1:29:54 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467319?tCode=WTC5_RSS01 Fiduciary responsibilities (Board of directors) Shareholders (Corporate governance) Mergers and acquisitions Private companies Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoEarn-outs and Fiduciary Duties in Private Transactions [01:30:36]Structuring and Negotiating Earn-Outs  After attending this presentation, participants will be able to analyze the problems that arise in the context of structuring and drafting contingent consideration, or earn-out, arrangements in a transaction: Formulas Disputes Accounting and tax issues Effect on indemnification Fiduciary Duties of Directors and Majority Shareholders  After attending this presentation, participants will be able to assess the duty of controlling and majority stockholders to minority holders in: Business combinations/sales/mergers Squeeze outs Transactions with affiliated entities Adrian Broderick, Fred de AlbuquerqueThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Scott Crofton, Jacob Croke and Andrew Lin, Law360, Tips from Del. Decision Nixing Major Earnout Damages Award (February 11, 2026)Scott CroftonRonit Berkovich and Teddy Cohan., Weil, Gotshal & Manges LLP, Warning to Directors of Selling Companies: Breach of Fiduciary Duty Liability May Exist for Failure to Investigate and Ensure Solvency of Company Post-Closing and Propriety and Effect of All Related Transactions (But You Can Protect Yourself) (December 18, 2020)Luke LaumannPresentation MaterialSegment PPT: Earn-outs and Fiduciary Duties in Private TransactionsAdrian BroderickSegment PPT: Earn-outs and Fiduciary Duties in Private TransactionsFred de Albuquerque Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467319 467319 163 G3139 1:30:36 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467342?tCode=WTC5_RSS01 Financing Letters of intent Mergers and acquisitions Due diligence (Mergers and acquisitions) Private companies Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoGeneral Business Considerations and Letters of Intent in Private Acquisitions or Sales [01:38:37]General Business Considerations Brief summary of the financial and business considerations applicable to the acquisition or sale of a privately held company, including: Valuation analysis The art and science of the sale process The role of a financial adviser and financing issues Letters of Intent and Other Preliminary Considerations for Private Acquisitions or Sales  After completing this session, participants will be able to:   Analyze the elements and purposes of a letter of intent Determine the advantages and disadvantages in using a letter of intent Assess the impact on negotiating strategy and bargaining leverage Evaluate early deal considerations and planning issues Brian Goodhart, Remsen KinneThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Letters of Intent—Preliminary Considerations for Private Transactions (2026)Remsen M. KinneGoldman Sachs, Private Company M&A (February 20, 2026) (PowerPoint slides)Benjamin E. WallacePresentation MaterialSegment PPT: General Business Considerations and Letters of Intent in Private Acquisitions or SalesBrian GoodhartSegment PPT: General Business Considerations and Letters of Intent in Private Acquisitions or SalesRemsen M. Kinne Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467342 467342 25 G3139 1:38:37 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467340?tCode=WTC5_RSS01 Financing Letters of intent Mergers and acquisitions Due diligence (Mergers and acquisitions) Private companies Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoGeneral Business Considerations and Letters of Intent in Private Acquisitions or Sales [01:38:37]General Business Considerations Brief summary of the financial and business considerations applicable to the acquisition or sale of a privately held company, including: Valuation analysis The art and science of the sale process The role of a financial adviser and financing issues Letters of Intent and Other Preliminary Considerations for Private Acquisitions or Sales  After completing this session, participants will be able to:   Analyze the elements and purposes of a letter of intent Determine the advantages and disadvantages in using a letter of intent Assess the impact on negotiating strategy and bargaining leverage Evaluate early deal considerations and planning issues Brian Goodhart, Remsen KinneThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Letters of Intent—Preliminary Considerations for Private Transactions (2026)Remsen M. KinneGoldman Sachs, Private Company M&A (February 20, 2026) (PowerPoint slides)Benjamin E. WallacePresentation MaterialSegment PPT: General Business Considerations and Letters of Intent in Private Acquisitions or SalesBrian GoodhartSegment PPT: General Business Considerations and Letters of Intent in Private Acquisitions or SalesRemsen M. Kinne Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467340 467340 163 G3139 1:39:19 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467341?tCode=WTC5_RSS01 Financing Letters of intent Mergers and acquisitions Due diligence (Mergers and acquisitions) Private companies Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoGeneral Business Considerations and Letters of Intent in Private Acquisitions or Sales [01:38:37]General Business Considerations Brief summary of the financial and business considerations applicable to the acquisition or sale of a privately held company, including: Valuation analysis The art and science of the sale process The role of a financial adviser and financing issues Letters of Intent and Other Preliminary Considerations for Private Acquisitions or Sales  After completing this session, participants will be able to:   Analyze the elements and purposes of a letter of intent Determine the advantages and disadvantages in using a letter of intent Assess the impact on negotiating strategy and bargaining leverage Evaluate early deal considerations and planning issues Brian Goodhart, Remsen KinneThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Letters of Intent—Preliminary Considerations for Private Transactions (2026)Remsen M. KinneGoldman Sachs, Private Company M&A (February 20, 2026) (PowerPoint slides)Benjamin E. WallacePresentation MaterialSegment PPT: General Business Considerations and Letters of Intent in Private Acquisitions or SalesBrian GoodhartSegment PPT: General Business Considerations and Letters of Intent in Private Acquisitions or SalesRemsen M. Kinne Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467341 467341 98 G3139 1:39:19 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467316?tCode=WTC5_RSS01 Mergers and acquisitions Private companies Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Contract drafting and negotiation Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoEthics in Negotiating and Documenting Private Transactions [01:57:56]After completing this session, participants will be able to:  Understand who the client is and addressing recurring conflicts of interest Appreciate candor in negotiations: advocacy, deceit and fairness Evaluate disclosure of confidences and secrets Understand what to do regarding inadvertently disclosed information Communicate with represented parties Understand the implications of recording phone calls or meetings Matthew M. DeljaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The State Bar of California, Standing Committee on Professional Responsibility and Conduct, Formal Opinion 2015-194 (2015)Matthew M. DeljaThe Association of the Bar of the City of New York, Committee on Professional and Judicial Ethics, Formal Opinion 2007-1: Applicability of DR 7-104 (The “No-Contact Rule”) to Contacts with In-House Counsel (2007)Matthew M. DeljaThe Association of the Bar of the City of New York, Committee on Professional Ethics, Formal Opinion 2022-3: Copying Clients on Email Communications with Other Counsel (2023)Matthew M. DeljaOpinion and Order, Oklahoma Firefighters Pension and Retirement System v. Musk, 786 F.Supp.3d 635 (S.D.N.Y. 2025)Ellen L. HayesCoast Marine Company Limited v. Holland & Knight LLP, Doc. No. 20 (N.Y. 2025)Ellen L. HayesDecision and Order, Coast Marine Company Limited v. Holland & Knight LLP, Index No. 650051/2025 (N.Y. 2025)Ellen L. HayesDe Meo v. Cooley LLP, 115 Cal.App.5th 17 (Cal. Ct. App. 2025)Ellen L. HayesMemorandum Order, Inspire Medical Systems Inc. v. Nyxoah, Inc., C.A. No. 25-667-RGA (D. Del. 2025)Ellen L. HayesThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2024-5: Ethical Obligations of Lawyers and Law Firms Relating to the Use of Generative Artificial Intelligence in the Practice of Law (2024)Ellen L. HayesThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2025-6: Ethical Issues Affecting Use of AI to Record, Transcribe, and Summarize Conversations with Clients (2025)Ellen L. HayesPresentation MaterialSegment PPT: Ethics in Negotiating and Documenting Private TransactionsMatthew M. Delja Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467316 467316 163 G3139 0:59:09 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467317?tCode=WTC5_RSS01 Mergers and acquisitions Private companies Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Contract drafting and negotiation Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoEthics in Negotiating and Documenting Private Transactions [01:57:56]After completing this session, participants will be able to:  Understand who the client is and addressing recurring conflicts of interest Appreciate candor in negotiations: advocacy, deceit and fairness Evaluate disclosure of confidences and secrets Understand what to do regarding inadvertently disclosed information Communicate with represented parties Understand the implications of recording phone calls or meetings Matthew M. DeljaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The State Bar of California, Standing Committee on Professional Responsibility and Conduct, Formal Opinion 2015-194 (2015)Matthew M. DeljaThe Association of the Bar of the City of New York, Committee on Professional and Judicial Ethics, Formal Opinion 2007-1: Applicability of DR 7-104 (The “No-Contact Rule”) to Contacts with In-House Counsel (2007)Matthew M. DeljaThe Association of the Bar of the City of New York, Committee on Professional Ethics, Formal Opinion 2022-3: Copying Clients on Email Communications with Other Counsel (2023)Matthew M. DeljaOpinion and Order, Oklahoma Firefighters Pension and Retirement System v. Musk, 786 F.Supp.3d 635 (S.D.N.Y. 2025)Ellen L. HayesCoast Marine Company Limited v. Holland & Knight LLP, Doc. No. 20 (N.Y. 2025)Ellen L. HayesDecision and Order, Coast Marine Company Limited v. Holland & Knight LLP, Index No. 650051/2025 (N.Y. 2025)Ellen L. HayesDe Meo v. Cooley LLP, 115 Cal.App.5th 17 (Cal. Ct. App. 2025)Ellen L. HayesMemorandum Order, Inspire Medical Systems Inc. v. Nyxoah, Inc., C.A. No. 25-667-RGA (D. Del. 2025)Ellen L. HayesThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2024-5: Ethical Obligations of Lawyers and Law Firms Relating to the Use of Generative Artificial Intelligence in the Practice of Law (2024)Ellen L. HayesThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2025-6: Ethical Issues Affecting Use of AI to Record, Transcribe, and Summarize Conversations with Clients (2025)Ellen L. HayesPresentation MaterialSegment PPT: Ethics in Negotiating and Documenting Private TransactionsMatthew M. Delja Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467317 467317 98 G3139 0:59:09 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467318?tCode=WTC5_RSS01 Mergers and acquisitions Private companies Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Contract drafting and negotiation Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoEthics in Negotiating and Documenting Private Transactions [01:57:56]After completing this session, participants will be able to:  Understand who the client is and addressing recurring conflicts of interest Appreciate candor in negotiations: advocacy, deceit and fairness Evaluate disclosure of confidences and secrets Understand what to do regarding inadvertently disclosed information Communicate with represented parties Understand the implications of recording phone calls or meetings Matthew M. DeljaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The State Bar of California, Standing Committee on Professional Responsibility and Conduct, Formal Opinion 2015-194 (2015)Matthew M. DeljaThe Association of the Bar of the City of New York, Committee on Professional and Judicial Ethics, Formal Opinion 2007-1: Applicability of DR 7-104 (The “No-Contact Rule”) to Contacts with In-House Counsel (2007)Matthew M. DeljaThe Association of the Bar of the City of New York, Committee on Professional Ethics, Formal Opinion 2022-3: Copying Clients on Email Communications with Other Counsel (2023)Matthew M. DeljaOpinion and Order, Oklahoma Firefighters Pension and Retirement System v. Musk, 786 F.Supp.3d 635 (S.D.N.Y. 2025)Ellen L. HayesCoast Marine Company Limited v. Holland & Knight LLP, Doc. No. 20 (N.Y. 2025)Ellen L. HayesDecision and Order, Coast Marine Company Limited v. Holland & Knight LLP, Index No. 650051/2025 (N.Y. 2025)Ellen L. HayesDe Meo v. Cooley LLP, 115 Cal.App.5th 17 (Cal. Ct. App. 2025)Ellen L. HayesMemorandum Order, Inspire Medical Systems Inc. v. Nyxoah, Inc., C.A. No. 25-667-RGA (D. Del. 2025)Ellen L. HayesThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2024-5: Ethical Obligations of Lawyers and Law Firms Relating to the Use of Generative Artificial Intelligence in the Practice of Law (2024)Ellen L. HayesThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2025-6: Ethical Issues Affecting Use of AI to Record, Transcribe, and Summarize Conversations with Clients (2025)Ellen L. HayesPresentation MaterialSegment PPT: Ethics in Negotiating and Documenting Private TransactionsMatthew M. Delja Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467318 467318 25 G3139 0:58:27 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467324?tCode=WTC5_RSS01 Indemnification clauses Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoIndemnification and Division / Subsidiary Issues in Private Acquisitions or Sales [01:28:10]Indemnification Issues  After attending this presentation, participants will be able to analyze techniques and issues in negotiating indemnification provisions Including: “Baskets” “Caps” Partial indemnification “Sandbagging” Survival of warranties Control of defense of claims Director protective provisions Exclusive or nonexclusive remedy Symmetry Special Issues Involved in Acquiring Divisions or Subsidiaries of Larger Companies After watching this presentation, participants will be able to assess the key issues to address when acquiring or selling divisions or subsidiaries of larger companies, including:  Identifying and allocating business assets and shared assets, facilities and services  Determining proper structures for carve-outs of divisions or subsidiaries business  Creating post-closing arrangements to facilitate the transaction’s success (including determining relevant working capital, retaining key employees, generating business, continued business relationships, etc.) The need for separate financial statements  Bradley S. King, Ari LaninThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Outline of Special Issues Involved in Acquiring Divisions or Subsidiaries of Larger Companies (2026)Ari LaninAcquiring or Selling the Privately Held Company 2026: Indemnification Issues (2026)Morgan D. McDevittPresentation MaterialSegment PPT: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesAri LaninSegment PPT: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesBradley S. King Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467324 467324 25 G3139 1:28:10 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467323?tCode=WTC5_RSS01 Indemnification clauses Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoIndemnification and Division / Subsidiary Issues in Private Acquisitions or Sales [01:28:10]Indemnification Issues  After attending this presentation, participants will be able to analyze techniques and issues in negotiating indemnification provisions Including: “Baskets” “Caps” Partial indemnification “Sandbagging” Survival of warranties Control of defense of claims Director protective provisions Exclusive or nonexclusive remedy Symmetry Special Issues Involved in Acquiring Divisions or Subsidiaries of Larger Companies After watching this presentation, participants will be able to assess the key issues to address when acquiring or selling divisions or subsidiaries of larger companies, including:  Identifying and allocating business assets and shared assets, facilities and services  Determining proper structures for carve-outs of divisions or subsidiaries business  Creating post-closing arrangements to facilitate the transaction’s success (including determining relevant working capital, retaining key employees, generating business, continued business relationships, etc.) The need for separate financial statements  Bradley S. King, Ari LaninThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Outline of Special Issues Involved in Acquiring Divisions or Subsidiaries of Larger Companies (2026)Ari LaninAcquiring or Selling the Privately Held Company 2026: Indemnification Issues (2026)Morgan D. McDevittPresentation MaterialSegment PPT: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesAri LaninSegment PPT: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesBradley S. King Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467323 467323 98 G3139 1:28:52 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467322?tCode=WTC5_RSS01 Indemnification clauses Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoIndemnification and Division / Subsidiary Issues in Private Acquisitions or Sales [01:28:10]Indemnification Issues  After attending this presentation, participants will be able to analyze techniques and issues in negotiating indemnification provisions Including: “Baskets” “Caps” Partial indemnification “Sandbagging” Survival of warranties Control of defense of claims Director protective provisions Exclusive or nonexclusive remedy Symmetry Special Issues Involved in Acquiring Divisions or Subsidiaries of Larger Companies After watching this presentation, participants will be able to assess the key issues to address when acquiring or selling divisions or subsidiaries of larger companies, including:  Identifying and allocating business assets and shared assets, facilities and services  Determining proper structures for carve-outs of divisions or subsidiaries business  Creating post-closing arrangements to facilitate the transaction’s success (including determining relevant working capital, retaining key employees, generating business, continued business relationships, etc.) The need for separate financial statements  Bradley S. King, Ari LaninThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Outline of Special Issues Involved in Acquiring Divisions or Subsidiaries of Larger Companies (2026)Ari LaninAcquiring or Selling the Privately Held Company 2026: Indemnification Issues (2026)Morgan D. McDevittPresentation MaterialSegment PPT: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesAri LaninSegment PPT: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesBradley S. King Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467322 467322 163 G3139 1:28:52 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467327?tCode=WTC5_RSS01 Merger guidelines Contractual terms (Corporate contracts) Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoAnalysis of Form of Acquisition Agreement – Part II [01:15:02]After completing this session, participants will be able to: Analyze a form agreement and principal sections from both the buyer’s and seller’s perspectives Evaluate representations and warranties Appreciate the conduct of business prior to closing Assess conditions precedent to closing Understand seller’s disclosure schedules Determine key differences between stock and assets purchase agreements Bradley Chernin, Jonas MarsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Asset Purchase Agreement (2026)Robert W. DickeyPurchase and Sale Agreement (February 3, 2020)Robert W. DickeyPresentation MaterialSegment Handout: Analysis of Form of Acquisition Agreement – Part IIBradley CherninSegment Handout: Analysis of Form of Acquisition Agreement – Part IIBradley Chernin, Jonas Marson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467327 467327 25 G3139 1:15:02 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467325?tCode=WTC5_RSS01 Merger guidelines Contractual terms (Corporate contracts) Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoAnalysis of Form of Acquisition Agreement – Part II [01:15:02]After completing this session, participants will be able to: Analyze a form agreement and principal sections from both the buyer’s and seller’s perspectives Evaluate representations and warranties Appreciate the conduct of business prior to closing Assess conditions precedent to closing Understand seller’s disclosure schedules Determine key differences between stock and assets purchase agreements Bradley Chernin, Jonas MarsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Asset Purchase Agreement (2026)Robert W. DickeyPurchase and Sale Agreement (February 3, 2020)Robert W. DickeyPresentation MaterialSegment Handout: Analysis of Form of Acquisition Agreement – Part IIBradley CherninSegment Handout: Analysis of Form of Acquisition Agreement – Part IIBradley Chernin, Jonas Marson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467325 467325 163 G3139 1:15:44 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467326?tCode=WTC5_RSS01 Merger guidelines Contractual terms (Corporate contracts) Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoAnalysis of Form of Acquisition Agreement – Part II [01:15:02]After completing this session, participants will be able to: Analyze a form agreement and principal sections from both the buyer’s and seller’s perspectives Evaluate representations and warranties Appreciate the conduct of business prior to closing Assess conditions precedent to closing Understand seller’s disclosure schedules Determine key differences between stock and assets purchase agreements Bradley Chernin, Jonas MarsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Asset Purchase Agreement (2026)Robert W. DickeyPurchase and Sale Agreement (February 3, 2020)Robert W. DickeyPresentation MaterialSegment Handout: Analysis of Form of Acquisition Agreement – Part IIBradley CherninSegment Handout: Analysis of Form of Acquisition Agreement – Part IIBradley Chernin, Jonas Marson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467326 467326 98 G3139 1:15:44 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467332?tCode=WTC5_RSS01 Mergers and acquisitions Private companies Employee benefits Executive compensation Equity instruments Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoSpecialty Areas: Labor and Employment / Executive Compensation and Employee Benefits [01:31:18]Labor and Employment After completing this session, participants will be able to:  Assess key employment/labor differences in stock vs. asset transactions  Appreciate key diligence issues to focus on Analyze business restructuring: discrimination issues, severance pay, and waivers/releases Review contracts, including severance and restrictive covenant agreements Determine potential union issues Understand WARN notice issues Evaluate risks/liabilities – what to watch for (including pandemic-related issues) Executive Compensation and Employee Benefits After completing this session, participants will be able to: Identify key executive compensation and employee benefit liabilities Understand the treatment of equity compensation Analyze section 280G and the private company exception Assess compensation and benefits considerations in transaction agreements Differentiate key employee benefit in stock vs asset transactions Evaluate retention and integrationHRCI/SHRM credit for Human Resources Professionals  Sara W. Davey, Page W. GriffinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:20 C.F.R. § 639, Title 20—Employees’ Benefits, Chapter V—Employment and Training Administration, Department of Labor (2026)Justin F. CapuanoAcquiring or Selling the Privately Held Company 2026: Labor and Employment Issus in Mergers and Acquisitions (2026)Sara W. DaveyPresentation MaterialSegment Handout: Specialty Areas: Labor and Employment / Executive Compensation and Employee Benefits, 2025 Illinois Labor and Employment Legislative RoundupSara W. DaveySegment Handout: Specialty Areas: Labor and Employment / Executive Compensation and Employee Benefits, New California Immigration Law Employers Need to KnowSara W. DaveySegment Handout: Specialty Areas: Labor and Employment / Executive Compensation and Employee Benefits, Washington Bans Noncompete Agreements Beginning June 30, 2027Sara W. DaveySegment PPT: Specialty Areas: Labor and Employment / Executive Compensation and Employee BenefitsPage W. GriffinSegment PPT: Specialty Areas: Labor and Employment / Executive Compensation and Employee BenefitsSara W. Davey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467332 467332 98 G3139 1:31:18 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467331?tCode=WTC5_RSS01 Mergers and acquisitions Private companies Employee benefits Executive compensation Equity instruments Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoSpecialty Areas: Labor and Employment / Executive Compensation and Employee Benefits [01:31:18]Labor and Employment After completing this session, participants will be able to:  Assess key employment/labor differences in stock vs. asset transactions  Appreciate key diligence issues to focus on Analyze business restructuring: discrimination issues, severance pay, and waivers/releases Review contracts, including severance and restrictive covenant agreements Determine potential union issues Understand WARN notice issues Evaluate risks/liabilities – what to watch for (including pandemic-related issues) Executive Compensation and Employee Benefits After completing this session, participants will be able to: Identify key executive compensation and employee benefit liabilities Understand the treatment of equity compensation Analyze section 280G and the private company exception Assess compensation and benefits considerations in transaction agreements Differentiate key employee benefit in stock vs asset transactions Evaluate retention and integrationHRCI/SHRM credit for Human Resources Professionals  Sara W. Davey, Page W. GriffinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:20 C.F.R. § 639, Title 20—Employees’ Benefits, Chapter V—Employment and Training Administration, Department of Labor (2026)Justin F. CapuanoAcquiring or Selling the Privately Held Company 2026: Labor and Employment Issus in Mergers and Acquisitions (2026)Sara W. DaveyPresentation MaterialSegment Handout: Specialty Areas: Labor and Employment / Executive Compensation and Employee Benefits, 2025 Illinois Labor and Employment Legislative RoundupSara W. DaveySegment Handout: Specialty Areas: Labor and Employment / Executive Compensation and Employee Benefits, New California Immigration Law Employers Need to KnowSara W. DaveySegment Handout: Specialty Areas: Labor and Employment / Executive Compensation and Employee Benefits, Washington Bans Noncompete Agreements Beginning June 30, 2027Sara W. DaveySegment PPT: Specialty Areas: Labor and Employment / Executive Compensation and Employee BenefitsPage W. GriffinSegment PPT: Specialty Areas: Labor and Employment / Executive Compensation and Employee BenefitsSara W. Davey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467331 467331 163 G3139 1:31:18 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467333?tCode=WTC5_RSS01 Mergers and acquisitions Private companies Employee benefits Executive compensation Equity instruments Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoSpecialty Areas: Labor and Employment / Executive Compensation and Employee Benefits [01:31:18]Labor and Employment After completing this session, participants will be able to:  Assess key employment/labor differences in stock vs. asset transactions  Appreciate key diligence issues to focus on Analyze business restructuring: discrimination issues, severance pay, and waivers/releases Review contracts, including severance and restrictive covenant agreements Determine potential union issues Understand WARN notice issues Evaluate risks/liabilities – what to watch for (including pandemic-related issues) Executive Compensation and Employee Benefits After completing this session, participants will be able to: Identify key executive compensation and employee benefit liabilities Understand the treatment of equity compensation Analyze section 280G and the private company exception Assess compensation and benefits considerations in transaction agreements Differentiate key employee benefit in stock vs asset transactions Evaluate retention and integrationHRCI/SHRM credit for Human Resources Professionals  Sara W. Davey, Page W. GriffinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:20 C.F.R. § 639, Title 20—Employees’ Benefits, Chapter V—Employment and Training Administration, Department of Labor (2026)Justin F. CapuanoAcquiring or Selling the Privately Held Company 2026: Labor and Employment Issus in Mergers and Acquisitions (2026)Sara W. DaveyPresentation MaterialSegment Handout: Specialty Areas: Labor and Employment / Executive Compensation and Employee Benefits, 2025 Illinois Labor and Employment Legislative RoundupSara W. DaveySegment Handout: Specialty Areas: Labor and Employment / Executive Compensation and Employee Benefits, New California Immigration Law Employers Need to KnowSara W. DaveySegment Handout: Specialty Areas: Labor and Employment / Executive Compensation and Employee Benefits, Washington Bans Noncompete Agreements Beginning June 30, 2027Sara W. DaveySegment PPT: Specialty Areas: Labor and Employment / Executive Compensation and Employee BenefitsPage W. GriffinSegment PPT: Specialty Areas: Labor and Employment / Executive Compensation and Employee BenefitsSara W. Davey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467333 467333 25 G3139 1:30:36 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467328?tCode=WTC5_RSS01 Merger guidelines Contractual terms (Corporate contracts) Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoAnalysis of Form of Acquisition Agreement – Part I [01:30:22]After completing this session, participants will be able to:  Analyze a form agreement and principal sections from both the buyer’s and seller’s perspectives Evaluate representations and warranties Appreciate the conduct of business prior to closing Assess conditions precedent to closing Understand seller’s disclosure schedules Determine key differences between stock and assets purchase agreements Bradley Chernin, Jonas MarsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Agreement and Plan of Merger (2026)Scott A. AnthonyPresentation MaterialSegment Handout: Analysis of Form of Acquisition Agreement – Part IBradley CherninSegment PPT: Analysis of Form of Acquisition Agreement – Part IBradley Chernin, Jonas Marson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467328 467328 163 G3139 1:30:22 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467330?tCode=WTC5_RSS01 Merger guidelines Contractual terms (Corporate contracts) Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoAnalysis of Form of Acquisition Agreement – Part I [01:30:22]After completing this session, participants will be able to:  Analyze a form agreement and principal sections from both the buyer’s and seller’s perspectives Evaluate representations and warranties Appreciate the conduct of business prior to closing Assess conditions precedent to closing Understand seller’s disclosure schedules Determine key differences between stock and assets purchase agreements Bradley Chernin, Jonas MarsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Agreement and Plan of Merger (2026)Scott A. AnthonyPresentation MaterialSegment Handout: Analysis of Form of Acquisition Agreement – Part IBradley CherninSegment PPT: Analysis of Form of Acquisition Agreement – Part IBradley Chernin, Jonas Marson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467330 467330 25 G3139 1:29:40 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467329?tCode=WTC5_RSS01 Merger guidelines Contractual terms (Corporate contracts) Mergers and acquisitions Private companies Contract drafting and negotiation Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoAnalysis of Form of Acquisition Agreement – Part I [01:30:22]After completing this session, participants will be able to:  Analyze a form agreement and principal sections from both the buyer’s and seller’s perspectives Evaluate representations and warranties Appreciate the conduct of business prior to closing Assess conditions precedent to closing Understand seller’s disclosure schedules Determine key differences between stock and assets purchase agreements Bradley Chernin, Jonas MarsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Agreement and Plan of Merger (2026)Scott A. AnthonyPresentation MaterialSegment Handout: Analysis of Form of Acquisition Agreement – Part IBradley CherninSegment PPT: Analysis of Form of Acquisition Agreement – Part IBradley Chernin, Jonas Marson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467329 467329 98 G3139 1:30:22 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467335?tCode=WTC5_RSS01 Private equity Mergers and acquisitions Private companies Insurance Equity instruments Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoSpecial Issues: Financial Sponsors and Insurance [01:31:04]Dealing with Financial Sponsors of Privately Held Companies A review of the key issues that arise when a private equity firm, hedge fund, sovereign wealth fund or other financial sponsor is the buyer or seller of the privately held company, including: Financing commitments Capital structure Management equity participation The effects of a finite fund life on indemnification Representations and Warranties Insurance for Private Acquisitions or Sales After completing this session, participants will be able to:   Understand when you need representations and warranties Determine what representations and warranties should, and shouldn’t, cover Differentiate Buy-Side vs. Sell-Side  Zach Greenberg, Adam WilhiteThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Brown & Brown, Property & Casualty, Benefits of Representations and Warranty Insurance (RWI) in Real Estate TransactionsJoseph EhrlichBrown & Brown, Property & Casualty, Representations and Warranties Insurance (RWI): The EssentialsJoseph EhrlichJeff Norton, et al., International Comparative Legal Guides, Ch. 14: 2025 Private Credit and Middle Market Update: Developments and Trends, Lending & Secured Finance 2025, 13th Ed. (2025)Zach GreenbergReps and Warranties Insurance: A Critical Tool for DealmakersAdam WilhitePresentation MaterialSegment PPT: Special Issues: Financial Sponsors and InsuranceZach GreenbergSegment PPT: Special Issues: Financial Sponsors and InsuranceAdam Wilhite Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467335 467335 98 G3139 1:31:04 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467334?tCode=WTC5_RSS01 Private equity Mergers and acquisitions Private companies Insurance Equity instruments Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoSpecial Issues: Financial Sponsors and Insurance [01:31:04]Dealing with Financial Sponsors of Privately Held Companies A review of the key issues that arise when a private equity firm, hedge fund, sovereign wealth fund or other financial sponsor is the buyer or seller of the privately held company, including: Financing commitments Capital structure Management equity participation The effects of a finite fund life on indemnification Representations and Warranties Insurance for Private Acquisitions or Sales After completing this session, participants will be able to:   Understand when you need representations and warranties Determine what representations and warranties should, and shouldn’t, cover Differentiate Buy-Side vs. Sell-Side  Zach Greenberg, Adam WilhiteThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Brown & Brown, Property & Casualty, Benefits of Representations and Warranty Insurance (RWI) in Real Estate TransactionsJoseph EhrlichBrown & Brown, Property & Casualty, Representations and Warranties Insurance (RWI): The EssentialsJoseph EhrlichJeff Norton, et al., International Comparative Legal Guides, Ch. 14: 2025 Private Credit and Middle Market Update: Developments and Trends, Lending & Secured Finance 2025, 13th Ed. (2025)Zach GreenbergReps and Warranties Insurance: A Critical Tool for DealmakersAdam WilhitePresentation MaterialSegment PPT: Special Issues: Financial Sponsors and InsuranceZach GreenbergSegment PPT: Special Issues: Financial Sponsors and InsuranceAdam Wilhite Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467334 467334 163 G3139 1:31:04 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/467336?tCode=WTC5_RSS01 Private equity Mergers and acquisitions Private companies Insurance Equity instruments Taken from the Web Program Recorded May 14 - 15, 2026 in San FranciscoSpecial Issues: Financial Sponsors and Insurance [01:31:04]Dealing with Financial Sponsors of Privately Held Companies A review of the key issues that arise when a private equity firm, hedge fund, sovereign wealth fund or other financial sponsor is the buyer or seller of the privately held company, including: Financing commitments Capital structure Management equity participation The effects of a finite fund life on indemnification Representations and Warranties Insurance for Private Acquisitions or Sales After completing this session, participants will be able to:   Understand when you need representations and warranties Determine what representations and warranties should, and shouldn’t, cover Differentiate Buy-Side vs. Sell-Side  Zach Greenberg, Adam WilhiteThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Brown & Brown, Property & Casualty, Benefits of Representations and Warranty Insurance (RWI) in Real Estate TransactionsJoseph EhrlichBrown & Brown, Property & Casualty, Representations and Warranties Insurance (RWI): The EssentialsJoseph EhrlichJeff Norton, et al., International Comparative Legal Guides, Ch. 14: 2025 Private Credit and Middle Market Update: Developments and Trends, Lending & Secured Finance 2025, 13th Ed. (2025)Zach GreenbergReps and Warranties Insurance: A Critical Tool for DealmakersAdam WilhitePresentation MaterialSegment PPT: Special Issues: Financial Sponsors and InsuranceZach GreenbergSegment PPT: Special Issues: Financial Sponsors and InsuranceAdam Wilhite Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467336 467336 25 G3139 1:30:22 https://www.pli.edu/programs/a-conversation-celebrating-the-150-year-history-of-the-legal-aid-society-and-a-look-at-the-role-of-civil-legal-services-public-defense-providers-and/470643?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 14, 2026 in New YorkCelebrating The Legal Aid Society at 150 and the Role of Civil Legal, Public Defense, and Public Interest Practitioners [00:00:40]Twyla Carter, Sharon L. CranePresentation MaterialHandout: Select PLI Programs with Speakers Affiliated with The Legal Aid SocietyIlizabeth Hempstead Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470643 470643 98 G5797 0:40:49 https://www.pli.edu/programs/a-conversation-celebrating-the-150-year-history-of-the-legal-aid-society-and-a-look-at-the-role-of-civil-legal-services-public-defense-providers-and/470799?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 14, 2026 in New YorkCelebrating The Legal Aid Society at 150 and the Role of Civil Legal, Public Defense, and Public Interest Practitioners [00:00:40]Twyla Carter, Sharon L. CranePresentation MaterialHandout: Select PLI Programs with Speakers Affiliated with The Legal Aid SocietyIlizabeth Hempstead Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470799 470799 163 G5797 0:40:49 https://www.pli.edu/programs/specialized-deposition-techniques/467277?tCode=WTC5_RSS01 Depositions Practice skills (Litigation) Pre-trial procedure Witnesses Witness preparation Taken from the Web Program Recorded May 14, 2026 in New YorkSpecialized Deposition Skills [01:30:51]This panel will cover various specialized deposition skills. After completing this session, participants will be able to:Manage the most challenging witnesses (or attorneys)Conduct deposition negotiations with your adversaryMake and respond to objectionsAdvise a witness on invoking Fifth Amendment rights in a depositionLead Panelists: Christopher M. Andrews, Larry H. Krantz Speakers: Gina F. McGuire, Grant R. MacQueenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Specialized Deposition Techniques 2026 (February 20, 2026)Grant R. MacQueen,Christopher M. Andrews,Larry H. Krantz,Gina F. McGuire Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467277 467277 98 G3081 1:30:51 https://www.pli.edu/programs/specialized-deposition-techniques/467278?tCode=WTC5_RSS01 Depositions Practice skills (Litigation) Pre-trial procedure Witnesses Witness preparation Taken from the Web Program Recorded May 14, 2026 in New YorkSpecialized Deposition Skills [01:30:51]This panel will cover various specialized deposition skills. After completing this session, participants will be able to:Manage the most challenging witnesses (or attorneys)Conduct deposition negotiations with your adversaryMake and respond to objectionsAdvise a witness on invoking Fifth Amendment rights in a depositionLead Panelists: Christopher M. Andrews, Larry H. Krantz Speakers: Gina F. McGuire, Grant R. MacQueenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Specialized Deposition Techniques 2026 (February 20, 2026)Grant R. MacQueen,Christopher M. Andrews,Larry H. Krantz,Gina F. McGuire Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467278 467278 25 G3081 1:30:09 https://www.pli.edu/programs/specialized-deposition-techniques/467276?tCode=WTC5_RSS01 Depositions Practice skills (Litigation) Pre-trial procedure Witnesses Witness preparation Taken from the Web Program Recorded May 14, 2026 in New YorkSpecialized Deposition Skills [01:30:51]This panel will cover various specialized deposition skills. After completing this session, participants will be able to:Manage the most challenging witnesses (or attorneys)Conduct deposition negotiations with your adversaryMake and respond to objectionsAdvise a witness on invoking Fifth Amendment rights in a depositionLead Panelists: Christopher M. Andrews, Larry H. Krantz Speakers: Gina F. McGuire, Grant R. MacQueenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Specialized Deposition Techniques 2026 (February 20, 2026)Grant R. MacQueen,Christopher M. Andrews,Larry H. Krantz,Gina F. McGuire Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467276 467276 163 G3081 1:30:51 https://www.pli.edu/programs/specialized-deposition-techniques/467279?tCode=WTC5_RSS01 Civil procedure Depositions Practice skills (Litigation) Pre-trial procedure Taken from the Web Program Recorded May 14, 2026 in New YorkRule 30(b)(6) and VIP Depositions [01:31:16]This panel will cover Federal Rule of Civil Procedure 30(b)(6) depositions and VIP depositions. After completing this session, participants will be able to:Prepare for Rule 30(b)(6) depositions and understand the pitfalls and possibilities they presentDraft (and object to) Rule 30(b)(6) topicsPrepare senior executives for a depositionDepose senior executivesLead Panelists: Gina F. McGuire, Grant R. MacQueenSpeakers: Christopher M. Andrews, Larry H. KrantzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Specialized Deposition Techniques 2026 (February 20, 2026)Grant R. MacQueen,Christopher M. Andrews,Larry H. Krantz,Gina F. McGuire Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467279 467279 163 G3081 1:31:16 https://www.pli.edu/programs/specialized-deposition-techniques/467280?tCode=WTC5_RSS01 Civil procedure Depositions Practice skills (Litigation) Pre-trial procedure Taken from the Web Program Recorded May 14, 2026 in New YorkRule 30(b)(6) and VIP Depositions [01:31:16]This panel will cover Federal Rule of Civil Procedure 30(b)(6) depositions and VIP depositions. After completing this session, participants will be able to:Prepare for Rule 30(b)(6) depositions and understand the pitfalls and possibilities they presentDraft (and object to) Rule 30(b)(6) topicsPrepare senior executives for a depositionDepose senior executivesLead Panelists: Gina F. McGuire, Grant R. MacQueenSpeakers: Christopher M. Andrews, Larry H. KrantzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Specialized Deposition Techniques 2026 (February 20, 2026)Grant R. MacQueen,Christopher M. Andrews,Larry H. Krantz,Gina F. McGuire Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467280 467280 98 G3081 1:31:16 https://www.pli.edu/programs/specialized-deposition-techniques/467281?tCode=WTC5_RSS01 Civil procedure Depositions Practice skills (Litigation) Pre-trial procedure Taken from the Web Program Recorded May 14, 2026 in New YorkRule 30(b)(6) and VIP Depositions [01:31:16]This panel will cover Federal Rule of Civil Procedure 30(b)(6) depositions and VIP depositions. After completing this session, participants will be able to:Prepare for Rule 30(b)(6) depositions and understand the pitfalls and possibilities they presentDraft (and object to) Rule 30(b)(6) topicsPrepare senior executives for a depositionDepose senior executivesLead Panelists: Gina F. McGuire, Grant R. MacQueenSpeakers: Christopher M. Andrews, Larry H. KrantzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Specialized Deposition Techniques 2026 (February 20, 2026)Grant R. MacQueen,Christopher M. Andrews,Larry H. Krantz,Gina F. McGuire Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467281 467281 25 G3081 1:30:34 https://www.pli.edu/catalog/publications/treatise/cybersecurity-a-practical-guide-to-the-law-of-cyber-risk/133898?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Provides expert discussion and analysis of the federal, state and international laws and regulations that govern information security, and offers practical considerations for managing cyber risk. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 133898 133898 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/cybersecurity-a-practical-guide-to-the-law-of-cyber-risk/308184?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Cybersecurity: A Practical Guide to the Law of Cyber Risk is a comprehensive reference on the laws and regulations that govern information security in the United States and abroad and the strategies that can be used to mitigate cyber risks. The book details: sources of cybersecurity law in the United States, including federal and state legislation, executive orders, key court decisions, and agency policies, guidelines and regulations; risk management tools, including insurance, incident response plans, due diligence strategies, and an understanding of the risks arising from the use of artificial intelligence and other developing technologies; sector-specific regulations, such as finance, healthcare, professional services, communications, energy, and others; and cybersecurity laws around the world, including the EU, Canada, China, India and other nations. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 308184 308184 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/cybersecurity-a-practical-guide-to-the-law-of-cyber-risk/345784?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Provides expert discussion and analysis of the federal, state and international laws and regulations that govern information security, and offers practical considerations for managing cyber risk. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 345784 345784 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/electronic-discovery-deskbook/192746?tCode=WTC5_RSS01 Litigation Discovery Electronic discovery Evidence Pre-trial procedure Practical guide to how to developing policies and procedures for the identification, preservation, collection, preparation and production of discoverable electronically stored information in cost-effective, legally defensible ways. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 192746 192746 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/electronic-discovery-deskbook/309363?tCode=WTC5_RSS01 Litigation Discovery Electronic discovery Evidence Pre-trial procedure Electronic Discovery Deskbook guides attorneys through the legal, procedural, and technical challenges of e-discovery. The Deskbook helps attorneys to develop information and litigation management policies and procedures for the identification, preservation, collection, preparation and production of discoverable, electronically-stored information. It alerts readers to new technologies, new compliance demands, and new legal vulnerabilities for counsel. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 309363 309363 111 0:00:00 https://www.pli.edu/programs/anti-money-laundering/466970?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Anti-money laundering Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 13, 2026 in New YorkThe Next Wave of Financial Products and Their AML/CFT Implications [01:16:48]Get ready for 2026 and beyond -- forthcoming regulations will be innovation friendly.  From stablecoins to fintech access to the Fed’s payment accounts and smart contract-driven financial products, change is afoot. In this session, you will learn about:  Stablecoin and GENIUS Act AML/CFT requirements AML/KYC Responsibilities of Permitted Payment Stablecoin Issuers and Permitted Foreign Stablecoin Issuers Requirements for blockchain analytics, velocity/anomaly detection, and SAR escalation thresholds Fed Payment Accounts for Fintech Prediction Markets: gaming or commodities and why does it matter for AML/CFT? Elizabeth S. Boison (Panel leader), Ryan DusseaultThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Guiding and Establishing National Innovation for U.S. Stablecoins Act, Pub. L. No. 119–27, 139 Stat. 419 (2025)Elizabeth S. BoisonPresentation MaterialSegment PPT: The Next Wave of Financial Products and Their AML/CFT ImplicationsElizabeth S. Boison, Ryan Dusseault Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466970 466970 98 G3201 1:16:48 https://www.pli.edu/programs/anti-money-laundering/466972?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Anti-money laundering Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 13, 2026 in New YorkThe Next Wave of Financial Products and Their AML/CFT Implications [01:16:48]Get ready for 2026 and beyond -- forthcoming regulations will be innovation friendly.  From stablecoins to fintech access to the Fed’s payment accounts and smart contract-driven financial products, change is afoot. In this session, you will learn about:  Stablecoin and GENIUS Act AML/CFT requirements AML/KYC Responsibilities of Permitted Payment Stablecoin Issuers and Permitted Foreign Stablecoin Issuers Requirements for blockchain analytics, velocity/anomaly detection, and SAR escalation thresholds Fed Payment Accounts for Fintech Prediction Markets: gaming or commodities and why does it matter for AML/CFT? Elizabeth S. Boison (Panel leader), Ryan DusseaultThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Guiding and Establishing National Innovation for U.S. Stablecoins Act, Pub. L. No. 119–27, 139 Stat. 419 (2025)Elizabeth S. BoisonPresentation MaterialSegment PPT: The Next Wave of Financial Products and Their AML/CFT ImplicationsElizabeth S. Boison, Ryan Dusseault Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466972 466972 163 G3201 1:16:48 https://www.pli.edu/programs/anti-money-laundering/466971?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Anti-money laundering Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 13, 2026 in New YorkThe Next Wave of Financial Products and Their AML/CFT Implications [01:16:48]Get ready for 2026 and beyond -- forthcoming regulations will be innovation friendly.  From stablecoins to fintech access to the Fed’s payment accounts and smart contract-driven financial products, change is afoot. In this session, you will learn about:  Stablecoin and GENIUS Act AML/CFT requirements AML/KYC Responsibilities of Permitted Payment Stablecoin Issuers and Permitted Foreign Stablecoin Issuers Requirements for blockchain analytics, velocity/anomaly detection, and SAR escalation thresholds Fed Payment Accounts for Fintech Prediction Markets: gaming or commodities and why does it matter for AML/CFT? Elizabeth S. Boison (Panel leader), Ryan DusseaultThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Guiding and Establishing National Innovation for U.S. Stablecoins Act, Pub. L. No. 119–27, 139 Stat. 419 (2025)Elizabeth S. BoisonPresentation MaterialSegment PPT: The Next Wave of Financial Products and Their AML/CFT ImplicationsElizabeth S. Boison, Ryan Dusseault Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466971 466971 25 G3201 1:16:06 https://www.pli.edu/programs/anti-money-laundering/466965?tCode=WTC5_RSS01 Money laundering Risk management Regulation, compliance, and enforcement (Corporate law) Anti-money laundering Victims of human trafficking (Immigration and naturalization) Taken from the Web Program Recorded May 13, 2026 in New YorkWhether and How to Focus Your Program in a De-Regulatory Environment [01:16:15]In 2025 the pendulum clearly swung towards de-regulation, generally. Yet, reporting obligations for certain products, markets, and geographic areas have increased or at least become more specific as the new administration homes in on its priorities. In this session, you’ll hear a discussion of:  Deregulatory Actions Consent orders lifted CTA scale back  Exemption orders and historical SAR guidance  Third-Party Risk Management Update AML regulator expectations around BaaS and bank-fintech partnerships, including recent guidance, exam priorities, and supervisory trends Tools, structures and controls for managing third-party risk Areas of Increased Attention Drug and human trafficking; illegal immigration and remittances; Chinese money laundering organizations Elizabeth S. Boison (Panel leader); Donna M. Murphy, Rupali PardasaniThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Indictment, United States v. Marcus, No. 2:26-cr-00042-JHS (E.D. Pa. 2026)Peter D. HardyU.S. Department of the Treasury, Financial Crimes Enforcement Network, Exceptive Relief from Requirement to Identify and Verify Beneficial Owners at Each Account Opening, FIN-2026-R001 (February 13, 2026)Peter D. HardyU.S. Department of Justice, Office of Public Affairs, Press Release, Former TD Bank Employee Pleads Guilty to Accepting Bribes, Laundering $5.5 Million to Colombia (January 30, 2026)Peter D. HardyU.S. Department of Justice, Office of Public Affairs, Press Release, Key Member of Chinese Money Laundering Network Charged with Laundering Tens of Millions of Dollars in Drug Proceeds (January 8, 2026)Peter D. HardyU.S. Department of Justice, Office of Public Affairs, Press Release, TD Bank Insider Pleads Guilty to Facilitating Colombian ATM Money Laundering Scheme (January 21, 2026)Peter D. HardyFinancial Crimes Enforcement Network, et al., Frequently Asked Questions Regarding Suspicious Activity Reporting Requirements (October 9, 2025)Peter D. HardyPresentation MaterialSegment PPT: Whether and How to Focus Your Program in a De-Regulatory EnvironmentElizabeth S. Boison, Donna M. Murphy, Rupali Pardasani Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466965 466965 25 G3201 1:16:16 https://www.pli.edu/programs/anti-money-laundering/466964?tCode=WTC5_RSS01 Money laundering Risk management Regulation, compliance, and enforcement (Corporate law) Anti-money laundering Victims of human trafficking (Immigration and naturalization) Taken from the Web Program Recorded May 13, 2026 in New YorkWhether and How to Focus Your Program in a De-Regulatory Environment [01:16:15]In 2025 the pendulum clearly swung towards de-regulation, generally. Yet, reporting obligations for certain products, markets, and geographic areas have increased or at least become more specific as the new administration homes in on its priorities. In this session, you’ll hear a discussion of:  Deregulatory Actions Consent orders lifted CTA scale back  Exemption orders and historical SAR guidance  Third-Party Risk Management Update AML regulator expectations around BaaS and bank-fintech partnerships, including recent guidance, exam priorities, and supervisory trends Tools, structures and controls for managing third-party risk Areas of Increased Attention Drug and human trafficking; illegal immigration and remittances; Chinese money laundering organizations Elizabeth S. Boison (Panel leader); Donna M. Murphy, Rupali PardasaniThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Indictment, United States v. Marcus, No. 2:26-cr-00042-JHS (E.D. Pa. 2026)Peter D. HardyU.S. Department of the Treasury, Financial Crimes Enforcement Network, Exceptive Relief from Requirement to Identify and Verify Beneficial Owners at Each Account Opening, FIN-2026-R001 (February 13, 2026)Peter D. HardyU.S. Department of Justice, Office of Public Affairs, Press Release, Former TD Bank Employee Pleads Guilty to Accepting Bribes, Laundering $5.5 Million to Colombia (January 30, 2026)Peter D. HardyU.S. Department of Justice, Office of Public Affairs, Press Release, Key Member of Chinese Money Laundering Network Charged with Laundering Tens of Millions of Dollars in Drug Proceeds (January 8, 2026)Peter D. HardyU.S. Department of Justice, Office of Public Affairs, Press Release, TD Bank Insider Pleads Guilty to Facilitating Colombian ATM Money Laundering Scheme (January 21, 2026)Peter D. HardyFinancial Crimes Enforcement Network, et al., Frequently Asked Questions Regarding Suspicious Activity Reporting Requirements (October 9, 2025)Peter D. HardyPresentation MaterialSegment PPT: Whether and How to Focus Your Program in a De-Regulatory EnvironmentElizabeth S. Boison, Donna M. Murphy, Rupali Pardasani Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466964 466964 98 G3201 1:16:57 https://www.pli.edu/programs/anti-money-laundering/466966?tCode=WTC5_RSS01 Money laundering Risk management Regulation, compliance, and enforcement (Corporate law) Anti-money laundering Victims of human trafficking (Immigration and naturalization) Taken from the Web Program Recorded May 13, 2026 in New YorkWhether and How to Focus Your Program in a De-Regulatory Environment [01:16:15]In 2025 the pendulum clearly swung towards de-regulation, generally. Yet, reporting obligations for certain products, markets, and geographic areas have increased or at least become more specific as the new administration homes in on its priorities. In this session, you’ll hear a discussion of:  Deregulatory Actions Consent orders lifted CTA scale back  Exemption orders and historical SAR guidance  Third-Party Risk Management Update AML regulator expectations around BaaS and bank-fintech partnerships, including recent guidance, exam priorities, and supervisory trends Tools, structures and controls for managing third-party risk Areas of Increased Attention Drug and human trafficking; illegal immigration and remittances; Chinese money laundering organizations Elizabeth S. Boison (Panel leader); Donna M. Murphy, Rupali PardasaniThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Indictment, United States v. Marcus, No. 2:26-cr-00042-JHS (E.D. Pa. 2026)Peter D. HardyU.S. Department of the Treasury, Financial Crimes Enforcement Network, Exceptive Relief from Requirement to Identify and Verify Beneficial Owners at Each Account Opening, FIN-2026-R001 (February 13, 2026)Peter D. HardyU.S. Department of Justice, Office of Public Affairs, Press Release, Former TD Bank Employee Pleads Guilty to Accepting Bribes, Laundering $5.5 Million to Colombia (January 30, 2026)Peter D. HardyU.S. Department of Justice, Office of Public Affairs, Press Release, Key Member of Chinese Money Laundering Network Charged with Laundering Tens of Millions of Dollars in Drug Proceeds (January 8, 2026)Peter D. HardyU.S. Department of Justice, Office of Public Affairs, Press Release, TD Bank Insider Pleads Guilty to Facilitating Colombian ATM Money Laundering Scheme (January 21, 2026)Peter D. HardyFinancial Crimes Enforcement Network, et al., Frequently Asked Questions Regarding Suspicious Activity Reporting Requirements (October 9, 2025)Peter D. HardyPresentation MaterialSegment PPT: Whether and How to Focus Your Program in a De-Regulatory EnvironmentElizabeth S. Boison, Donna M. Murphy, Rupali Pardasani Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466966 466966 163 G3201 1:16:57 https://www.pli.edu/programs/anti-money-laundering/466969?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Anti-money laundering Sanctions (Litigation) Foreign asset reporting penalties Taken from the Web Program Recorded May 13, 2026 in New YorkThe Convergence of Anti-Money Laundering and Sanctions Compliance [01:16:15]Sanctions and AML compliance regimes, once regarded as separate, have been converging. For example, the Office of Foreign Assets Controls (“OFAC”) has been designating foreign drug cartels as terrorist organizations, so that funds potentially flowing from these cartels through third-party businesses into U.S. financial accounts have practical implications for both AML and sanctions compliance professionals. Topics discussed by the panel will include: How the U.S. sanctions regime increasingly has targeted conduct common to AML/CFT compliance, such as drug trafficking, corruption, and organized crime The importance of breaking down silos between sanctions and AML/CFT compliance systems and personnel and adopting a unified approach to compliance Potential red flags for detecting customers and third parties engaging in efforts to evade sanctions or export controls Recent enforcement actions Peter D. Hardy (Panel leader); Sarah Beth Felix, Jacob GerberThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Peter D. Hardy, et al., American Bankers Association, Banking Journal, An AML Year in Review (December 22, 2025)Peter D. HardyFederal Financial Institutions Examination Council, BSA/AML Manuel, Office of Foreign Assets ControlPeter D. HardyConsent Order Imposing Civil Money Penalty, In the Matter of: Paxful, Inc. and Paxful USA, Inc., No. 2025-02 (2025)Peter D. HardyStephanie L. Connor, et al., Holland & Knight LLP, Holland & Knight Alert, OFAC Sanctions: Top 5 Trends for 2026 (January 6, 2026)Peter D. HardyU.S. Department of the Treasury, Treasury Accepting Whistleblower Tips on Fraud, Money Laundering, Sanctions Violations (February 13, 2026)Peter D. HardyPresentation MaterialSegment PPT: The Convergence of Anti-Money Laundering and Sanctions ComplianceSarah Beth Felix, Jacob Gerber, Peter D. Hardy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466969 466969 163 G3201 1:16:15 https://www.pli.edu/programs/anti-money-laundering/466968?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Anti-money laundering Sanctions (Litigation) Foreign asset reporting penalties Taken from the Web Program Recorded May 13, 2026 in New YorkThe Convergence of Anti-Money Laundering and Sanctions Compliance [01:16:15]Sanctions and AML compliance regimes, once regarded as separate, have been converging. For example, the Office of Foreign Assets Controls (“OFAC”) has been designating foreign drug cartels as terrorist organizations, so that funds potentially flowing from these cartels through third-party businesses into U.S. financial accounts have practical implications for both AML and sanctions compliance professionals. Topics discussed by the panel will include: How the U.S. sanctions regime increasingly has targeted conduct common to AML/CFT compliance, such as drug trafficking, corruption, and organized crime The importance of breaking down silos between sanctions and AML/CFT compliance systems and personnel and adopting a unified approach to compliance Potential red flags for detecting customers and third parties engaging in efforts to evade sanctions or export controls Recent enforcement actions Peter D. Hardy (Panel leader); Sarah Beth Felix, Jacob GerberThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Peter D. Hardy, et al., American Bankers Association, Banking Journal, An AML Year in Review (December 22, 2025)Peter D. HardyFederal Financial Institutions Examination Council, BSA/AML Manuel, Office of Foreign Assets ControlPeter D. HardyConsent Order Imposing Civil Money Penalty, In the Matter of: Paxful, Inc. and Paxful USA, Inc., No. 2025-02 (2025)Peter D. HardyStephanie L. Connor, et al., Holland & Knight LLP, Holland & Knight Alert, OFAC Sanctions: Top 5 Trends for 2026 (January 6, 2026)Peter D. HardyU.S. Department of the Treasury, Treasury Accepting Whistleblower Tips on Fraud, Money Laundering, Sanctions Violations (February 13, 2026)Peter D. HardyPresentation MaterialSegment PPT: The Convergence of Anti-Money Laundering and Sanctions ComplianceSarah Beth Felix, Jacob Gerber, Peter D. Hardy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466968 466968 25 G3201 1:15:33 https://www.pli.edu/programs/anti-money-laundering/466967?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Anti-money laundering Sanctions (Litigation) Foreign asset reporting penalties Taken from the Web Program Recorded May 13, 2026 in New YorkThe Convergence of Anti-Money Laundering and Sanctions Compliance [01:16:15]Sanctions and AML compliance regimes, once regarded as separate, have been converging. For example, the Office of Foreign Assets Controls (“OFAC”) has been designating foreign drug cartels as terrorist organizations, so that funds potentially flowing from these cartels through third-party businesses into U.S. financial accounts have practical implications for both AML and sanctions compliance professionals. Topics discussed by the panel will include: How the U.S. sanctions regime increasingly has targeted conduct common to AML/CFT compliance, such as drug trafficking, corruption, and organized crime The importance of breaking down silos between sanctions and AML/CFT compliance systems and personnel and adopting a unified approach to compliance Potential red flags for detecting customers and third parties engaging in efforts to evade sanctions or export controls Recent enforcement actions Peter D. Hardy (Panel leader); Sarah Beth Felix, Jacob GerberThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Peter D. Hardy, et al., American Bankers Association, Banking Journal, An AML Year in Review (December 22, 2025)Peter D. HardyFederal Financial Institutions Examination Council, BSA/AML Manuel, Office of Foreign Assets ControlPeter D. HardyConsent Order Imposing Civil Money Penalty, In the Matter of: Paxful, Inc. and Paxful USA, Inc., No. 2025-02 (2025)Peter D. HardyStephanie L. Connor, et al., Holland & Knight LLP, Holland & Knight Alert, OFAC Sanctions: Top 5 Trends for 2026 (January 6, 2026)Peter D. HardyU.S. Department of the Treasury, Treasury Accepting Whistleblower Tips on Fraud, Money Laundering, Sanctions Violations (February 13, 2026)Peter D. HardyPresentation MaterialSegment PPT: The Convergence of Anti-Money Laundering and Sanctions ComplianceSarah Beth Felix, Jacob Gerber, Peter D. Hardy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466967 466967 98 G3201 1:16:15 https://www.pli.edu/programs/election-issues-and-opportunities-for-lawyers-g5721/470197?tCode=WTC5_RSS01 Election laws Public interest law and pro bono Taken from the Web Program Recorded May 13, 2026 in New YorkElection Law Issues and Opportunities for Lawyers [00:01:00]After completing this program, participants will be able to:• Understand the framework of election and campaign laws• Identify select concepts and their implications• Discuss opportunities for corporations, nonprofits, law firms, and non-election lawyers• Consider the call to action: all lawyers have a roleHon. Shana Broussard, David Becker, Prof. Rebecca Green, Jason D. KaunePresentation Material1. Election Law Issues and Opportunities for Lawyers Program, Additional Resources (May 2026)Rebecca Green2. Select Resources from the Federal Election Commission (May 2026)Hon. Shana Broussard3. Center for Election Innovation & Research, Update: Review of Claims of Noncitizen Registrants and Voters (February 2026)David Becker4. Center for Election Innovation & Research, Key Considerations for Effective and Efficient Ballot Cure Procedures (March 2026)David Becker5. Ten Ways Lawyers Can Support U.S. Elections (May 2026)Jason D. Kaune Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470197 470197 98 G5721 1:06:33 https://www.pli.edu/programs/election-issues-and-opportunities-for-lawyers-g5721/470196?tCode=WTC5_RSS01 Election laws Public interest law and pro bono Taken from the Web Program Recorded May 13, 2026 in New YorkElection Law Issues and Opportunities for Lawyers [00:01:00]After completing this program, participants will be able to:• Understand the framework of election and campaign laws• Identify select concepts and their implications• Discuss opportunities for corporations, nonprofits, law firms, and non-election lawyers• Consider the call to action: all lawyers have a roleHon. Shana Broussard, David Becker, Prof. Rebecca Green, Jason D. KaunePresentation Material1. Election Law Issues and Opportunities for Lawyers Program, Additional Resources (May 2026)Rebecca Green2. Select Resources from the Federal Election Commission (May 2026)Hon. Shana Broussard3. Center for Election Innovation & Research, Update: Review of Claims of Noncitizen Registrants and Voters (February 2026)David Becker4. Center for Election Innovation & Research, Key Considerations for Effective and Efficient Ballot Cure Procedures (March 2026)David Becker5. Ten Ways Lawyers Can Support U.S. Elections (May 2026)Jason D. Kaune Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 470196 470196 163 G5721 1:06:33 https://www.pli.edu/programs/ethics-for-the-negotiating-lawyer/chb/442835?tCode=WTC5_RSS01 Confidentiality (Ethics and professional responsibility) Ethical issues (Ethics and professional responsibility) In-house counsel (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) At this program, we will examine everyday issues of ethics and professional responsibility. Using a lively, interactive format, the attendees will get to vote anonymously on actual cases where the ethics rules concerning negotiation came into play and find out how the courts resolved them. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442835 442835 28 G3093 0:00:00 https://www.pli.edu/programs/ethics-for-the-negotiating-lawyer/chb/442836?tCode=WTC5_RSS01 Confidentiality (Ethics and professional responsibility) Ethical issues (Ethics and professional responsibility) In-house counsel (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) At this program, we will examine everyday issues of ethics and professional responsibility. Using a lively, interactive format, the attendees will get to vote anonymously on actual cases where the ethics rules concerning negotiation came into play and find out how the courts resolved them. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442836 442836 257 G3093 0:00:00 https://www.pli.edu/programs/broadband-and-cable-industry-law/466940?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkUpdates on Rollout and Deployment of BEAD and Other Federal Deployment Programs [01:03:10]In recent years, there have been a number of funding mechanisms at both the Federal and State levels to promote deployment of broadband infrastructure to unserved and underserved areas, including the Infrastructure Investment and Jobs Act of 2021 Broadband Equity, Access, and Deployment (BEAD) Program. After completing this session, participants will be able to:Describe the various funding programs and how they continue to evolve under this AdministrationExplain the potential hurdles that must be overcome for the goal of ubiquitous broadband deployment to be achievedUnderstand the status of rollout and deployment within the statesDiscuss current developments regarding the use of excess BEAD fundsDaniel P. Reing (Panel Leader), Paul D. Abbott, Brooke Ericson Donilon, Lyndsay Moyer The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mintz, Building America: Challenges in Wireline Broadband Deployment (March 5, 2026)Paul D. AbbottProportional Reviews for Broadband Deployment Act, H.R. 2289, 119th Cong. (2025)Daniel P. Reing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466940 466940 163 G3083 1:03:10 https://www.pli.edu/programs/broadband-and-cable-industry-law/466941?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkUpdates on Rollout and Deployment of BEAD and Other Federal Deployment Programs [01:03:10]In recent years, there have been a number of funding mechanisms at both the Federal and State levels to promote deployment of broadband infrastructure to unserved and underserved areas, including the Infrastructure Investment and Jobs Act of 2021 Broadband Equity, Access, and Deployment (BEAD) Program. After completing this session, participants will be able to:Describe the various funding programs and how they continue to evolve under this AdministrationExplain the potential hurdles that must be overcome for the goal of ubiquitous broadband deployment to be achievedUnderstand the status of rollout and deployment within the statesDiscuss current developments regarding the use of excess BEAD fundsDaniel P. Reing (Panel Leader), Paul D. Abbott, Brooke Ericson Donilon, Lyndsay Moyer The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mintz, Building America: Challenges in Wireline Broadband Deployment (March 5, 2026)Paul D. AbbottProportional Reviews for Broadband Deployment Act, H.R. 2289, 119th Cong. (2025)Daniel P. Reing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466941 466941 98 G3083 1:03:10 https://www.pli.edu/programs/broadband-and-cable-industry-law/466942?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkUpdates on Rollout and Deployment of BEAD and Other Federal Deployment Programs [01:03:10]In recent years, there have been a number of funding mechanisms at both the Federal and State levels to promote deployment of broadband infrastructure to unserved and underserved areas, including the Infrastructure Investment and Jobs Act of 2021 Broadband Equity, Access, and Deployment (BEAD) Program. After completing this session, participants will be able to:Describe the various funding programs and how they continue to evolve under this AdministrationExplain the potential hurdles that must be overcome for the goal of ubiquitous broadband deployment to be achievedUnderstand the status of rollout and deployment within the statesDiscuss current developments regarding the use of excess BEAD fundsDaniel P. Reing (Panel Leader), Paul D. Abbott, Brooke Ericson Donilon, Lyndsay Moyer The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mintz, Building America: Challenges in Wireline Broadband Deployment (March 5, 2026)Paul D. AbbottProportional Reviews for Broadband Deployment Act, H.R. 2289, 119th Cong. (2025)Daniel P. Reing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466942 466942 25 G3083 1:02:29 https://www.pli.edu/programs/broadband-and-cable-industry-law/466944?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkAI and the Intersection with Broadband and Cable [01:01:36]As AI transforms business operations, how are companies using the technology to facilitate network management, improve efficiency and navigating the privacy challenges that come with it? This panel brings together industry leaders to discuss practical use cases for AI, emerging compliance hurdles, and the evolving regulatory landscape. Panelists will share views on federal proposals, the patchwork of state privacy laws, and recent calls for moratoriums on state AI and privacy regulations—highlighting what these developments mean for innovation and consumer trust.IAPP Privacy credit for Privacy ProfessionalsRebekah Goodheart (Panel Leader), Traci Biswese, Madeleine Findley, Marissa Mitrovich, Arpan Sura The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Federal Communications Commission, Artificial Intelligence Compliance Plan for OMB Memorandum M-25-21 (September 2025)Rebekah Goodheart,Daniel P. ReingExecutive Office of the President, Memorandum for the Heads of Executive Departments and Agencies from Russell T. Vought, Accelerating Federal Use of AI through Innovation, Governance, and Public Trust (April 3, 2025)Rebekah Goodheart,Daniel P. ReingFederal Communications Commission, FCC Fact Sheet, Implications of Artificial Intelligence Technologies on Protecting Consumers from Unwanted Robocalls and Robotexts, Notice of Proposed Rulemaking in CG Docket No. 23-362 (July 17, 2024)Rebekah Goodheart,Daniel P. Reing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466944 466944 98 G3083 1:01:36 https://www.pli.edu/programs/broadband-and-cable-industry-law/466943?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkAI and the Intersection with Broadband and Cable [01:01:36]As AI transforms business operations, how are companies using the technology to facilitate network management, improve efficiency and navigating the privacy challenges that come with it? This panel brings together industry leaders to discuss practical use cases for AI, emerging compliance hurdles, and the evolving regulatory landscape. Panelists will share views on federal proposals, the patchwork of state privacy laws, and recent calls for moratoriums on state AI and privacy regulations—highlighting what these developments mean for innovation and consumer trust.IAPP Privacy credit for Privacy ProfessionalsRebekah Goodheart (Panel Leader), Traci Biswese, Madeleine Findley, Marissa Mitrovich, Arpan Sura The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Federal Communications Commission, Artificial Intelligence Compliance Plan for OMB Memorandum M-25-21 (September 2025)Rebekah Goodheart,Daniel P. ReingExecutive Office of the President, Memorandum for the Heads of Executive Departments and Agencies from Russell T. Vought, Accelerating Federal Use of AI through Innovation, Governance, and Public Trust (April 3, 2025)Rebekah Goodheart,Daniel P. ReingFederal Communications Commission, FCC Fact Sheet, Implications of Artificial Intelligence Technologies on Protecting Consumers from Unwanted Robocalls and Robotexts, Notice of Proposed Rulemaking in CG Docket No. 23-362 (July 17, 2024)Rebekah Goodheart,Daniel P. Reing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466943 466943 163 G3083 1:01:36 https://www.pli.edu/programs/broadband-and-cable-industry-law/466945?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkAI and the Intersection with Broadband and Cable [01:01:36]As AI transforms business operations, how are companies using the technology to facilitate network management, improve efficiency and navigating the privacy challenges that come with it? This panel brings together industry leaders to discuss practical use cases for AI, emerging compliance hurdles, and the evolving regulatory landscape. Panelists will share views on federal proposals, the patchwork of state privacy laws, and recent calls for moratoriums on state AI and privacy regulations—highlighting what these developments mean for innovation and consumer trust.IAPP Privacy credit for Privacy ProfessionalsRebekah Goodheart (Panel Leader), Traci Biswese, Madeleine Findley, Marissa Mitrovich, Arpan Sura The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Federal Communications Commission, Artificial Intelligence Compliance Plan for OMB Memorandum M-25-21 (September 2025)Rebekah Goodheart,Daniel P. ReingExecutive Office of the President, Memorandum for the Heads of Executive Departments and Agencies from Russell T. Vought, Accelerating Federal Use of AI through Innovation, Governance, and Public Trust (April 3, 2025)Rebekah Goodheart,Daniel P. ReingFederal Communications Commission, FCC Fact Sheet, Implications of Artificial Intelligence Technologies on Protecting Consumers from Unwanted Robocalls and Robotexts, Notice of Proposed Rulemaking in CG Docket No. 23-362 (July 17, 2024)Rebekah Goodheart,Daniel P. Reing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466945 466945 25 G3083 1:00:54 https://www.pli.edu/programs/broadband-and-cable-industry-law/466953?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkDevelopments in Pole Attachment Law and Dispute Resolution [01:01:09]Broadband networks, whether wireline or wireless, require access to existing built infrastructure (e.g. poles and conduit), which means deployment of network facilities often requires permits from third-party facility owners and cooperation among facility-owners, existing occupants, and new entrants. This panel will discuss conflicts that arise in these areas, issues facing new entrants and incumbents, and what policies and practical approaches promote both efficient deployment and protection of existing facilities. After completing this session, participants will be able to:Describe the pain points in the pole attachment process for attachers and pole ownersUnderstand the interplay between state and federal regulation of pole authority and the impacts on broadband deploymentDiscuss the role of the FCC’s new rapid response complaint unit on poles- Rapid Broadband Assessment TeamExplain the most recent developments in dispute resolution in pole attachment casesDaniel P. Reing (Panel Leader), Michele Berlove, Aryeh Fishman, Paul Jamieson, Sharon Webber The purchase price of this Web Program segment includes the following article from the Course Handbook available online:T. Scott Thompson and Jonathan P. Garvin, Mintz, FCC’s Rapid Broadband Assessment Team Issues Landmark Pole Attachment Ruling Benefiting Broadband Deployment (February 18, 2026)Daniel P. ReingMemorandum Opinion and Order, In the Matter of Comcast Cable Communications, LLC v. Appalachian Power Company, No. 25-330 (F.C.C. 2025)Daniel P. ReingPresentation Material47 C.F.R. § 1.1403: Duty to provide access; modifications; notice of removal, increase or modification; petition for temporary stay; and cable operator notice.Michele Berlove47 C.F.R. § 1.1411 Timeline for access to utility poles.Michele Berlove47 C.F.R. § 1.1412 Contractors for survey, estimates, and make-ready.Michele BerloveDevelopments in Pole Attachment Law and Dispute ResolutionMichele Berlove, Aryeh Fishman, Paul Jamieson, Daniel P. Reing, Sharon WebberDevelopments in Pole Attachment Law and Dispute Resolution ResourcesMichele Berlove Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466953 466953 98 G3083 1:01:09 https://www.pli.edu/programs/broadband-and-cable-industry-law/466952?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkDevelopments in Pole Attachment Law and Dispute Resolution [01:01:09]Broadband networks, whether wireline or wireless, require access to existing built infrastructure (e.g. poles and conduit), which means deployment of network facilities often requires permits from third-party facility owners and cooperation among facility-owners, existing occupants, and new entrants. This panel will discuss conflicts that arise in these areas, issues facing new entrants and incumbents, and what policies and practical approaches promote both efficient deployment and protection of existing facilities. After completing this session, participants will be able to:Describe the pain points in the pole attachment process for attachers and pole ownersUnderstand the interplay between state and federal regulation of pole authority and the impacts on broadband deploymentDiscuss the role of the FCC’s new rapid response complaint unit on poles- Rapid Broadband Assessment TeamExplain the most recent developments in dispute resolution in pole attachment casesDaniel P. Reing (Panel Leader), Michele Berlove, Aryeh Fishman, Paul Jamieson, Sharon Webber The purchase price of this Web Program segment includes the following article from the Course Handbook available online:T. Scott Thompson and Jonathan P. Garvin, Mintz, FCC’s Rapid Broadband Assessment Team Issues Landmark Pole Attachment Ruling Benefiting Broadband Deployment (February 18, 2026)Daniel P. ReingMemorandum Opinion and Order, In the Matter of Comcast Cable Communications, LLC v. Appalachian Power Company, No. 25-330 (F.C.C. 2025)Daniel P. ReingPresentation Material47 C.F.R. § 1.1403: Duty to provide access; modifications; notice of removal, increase or modification; petition for temporary stay; and cable operator notice.Michele Berlove47 C.F.R. § 1.1411 Timeline for access to utility poles.Michele Berlove47 C.F.R. § 1.1412 Contractors for survey, estimates, and make-ready.Michele BerloveDevelopments in Pole Attachment Law and Dispute ResolutionMichele Berlove, Aryeh Fishman, Paul Jamieson, Daniel P. Reing, Sharon WebberDevelopments in Pole Attachment Law and Dispute Resolution ResourcesMichele Berlove Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466952 466952 163 G3083 1:01:09 https://www.pli.edu/programs/broadband-and-cable-industry-law/466954?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkDevelopments in Pole Attachment Law and Dispute Resolution [01:01:09]Broadband networks, whether wireline or wireless, require access to existing built infrastructure (e.g. poles and conduit), which means deployment of network facilities often requires permits from third-party facility owners and cooperation among facility-owners, existing occupants, and new entrants. This panel will discuss conflicts that arise in these areas, issues facing new entrants and incumbents, and what policies and practical approaches promote both efficient deployment and protection of existing facilities. After completing this session, participants will be able to:Describe the pain points in the pole attachment process for attachers and pole ownersUnderstand the interplay between state and federal regulation of pole authority and the impacts on broadband deploymentDiscuss the role of the FCC’s new rapid response complaint unit on poles- Rapid Broadband Assessment TeamExplain the most recent developments in dispute resolution in pole attachment casesDaniel P. Reing (Panel Leader), Michele Berlove, Aryeh Fishman, Paul Jamieson, Sharon Webber The purchase price of this Web Program segment includes the following article from the Course Handbook available online:T. Scott Thompson and Jonathan P. Garvin, Mintz, FCC’s Rapid Broadband Assessment Team Issues Landmark Pole Attachment Ruling Benefiting Broadband Deployment (February 18, 2026)Daniel P. ReingMemorandum Opinion and Order, In the Matter of Comcast Cable Communications, LLC v. Appalachian Power Company, No. 25-330 (F.C.C. 2025)Daniel P. ReingPresentation Material47 C.F.R. § 1.1403: Duty to provide access; modifications; notice of removal, increase or modification; petition for temporary stay; and cable operator notice.Michele Berlove47 C.F.R. § 1.1411 Timeline for access to utility poles.Michele Berlove47 C.F.R. § 1.1412 Contractors for survey, estimates, and make-ready.Michele BerloveDevelopments in Pole Attachment Law and Dispute ResolutionMichele Berlove, Aryeh Fishman, Paul Jamieson, Daniel P. Reing, Sharon WebberDevelopments in Pole Attachment Law and Dispute Resolution ResourcesMichele Berlove Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466954 466954 25 G3083 1:00:27 https://www.pli.edu/programs/broadband-and-cable-industry-law/466956?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkCapitol Hill: Legislative and Regulatory Updates in Broadband and Cable Industry [01:08:58]Hear the Hill’s top legislative priorities that will shape the future of broadband and cable law and policy for 2026 and beyond. After completing this session, participants will be able to:Describe the most significant accomplishments and developments in the cable and broadband space from 2025Identify the 2026 goals for Capitol Hill, industry, and public interest groupsDescribe legislation we have already seen this year and what next we can expectIdentify various permitting legislation that and how it could help with broadband deploymentUnderstand the purpose and goals of the Senate’s USF Working GroupDescribe different AI legislationRebekah Goodheart (Panel Leader), Cristina Chou, Parul Desai, Michael Essington, Philip Murphy, Courtney ReinhardThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Patricia Moloney Figliola, Congressional Research Service, R47621, The Universal Service Fund and Related FCC Broadband Programs: Overview and Considerations for Congress (Updated January 21, 2026)Rebekah Goodheart,Daniel P. ReingAlisa Valentin and Nat Purser, Public Knowledge, Comments of Public Knowledge to U.S. Senate Committee on Commerce, Science and Transportation Subcommittee on Telecommunications and Media Universal Service Fund Working Group (September 15, 2025)John Bergmayer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466956 466956 98 G3083 1:08:58 https://www.pli.edu/programs/broadband-and-cable-industry-law/466957?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkCapitol Hill: Legislative and Regulatory Updates in Broadband and Cable Industry [01:08:58]Hear the Hill’s top legislative priorities that will shape the future of broadband and cable law and policy for 2026 and beyond. After completing this session, participants will be able to:Describe the most significant accomplishments and developments in the cable and broadband space from 2025Identify the 2026 goals for Capitol Hill, industry, and public interest groupsDescribe legislation we have already seen this year and what next we can expectIdentify various permitting legislation that and how it could help with broadband deploymentUnderstand the purpose and goals of the Senate’s USF Working GroupDescribe different AI legislationRebekah Goodheart (Panel Leader), Cristina Chou, Parul Desai, Michael Essington, Philip Murphy, Courtney ReinhardThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Patricia Moloney Figliola, Congressional Research Service, R47621, The Universal Service Fund and Related FCC Broadband Programs: Overview and Considerations for Congress (Updated January 21, 2026)Rebekah Goodheart,Daniel P. ReingAlisa Valentin and Nat Purser, Public Knowledge, Comments of Public Knowledge to U.S. Senate Committee on Commerce, Science and Transportation Subcommittee on Telecommunications and Media Universal Service Fund Working Group (September 15, 2025)John Bergmayer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466957 466957 25 G3083 1:08:16 https://www.pli.edu/programs/broadband-and-cable-industry-law/466955?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkCapitol Hill: Legislative and Regulatory Updates in Broadband and Cable Industry [01:08:58]Hear the Hill’s top legislative priorities that will shape the future of broadband and cable law and policy for 2026 and beyond. After completing this session, participants will be able to:Describe the most significant accomplishments and developments in the cable and broadband space from 2025Identify the 2026 goals for Capitol Hill, industry, and public interest groupsDescribe legislation we have already seen this year and what next we can expectIdentify various permitting legislation that and how it could help with broadband deploymentUnderstand the purpose and goals of the Senate’s USF Working GroupDescribe different AI legislationRebekah Goodheart (Panel Leader), Cristina Chou, Parul Desai, Michael Essington, Philip Murphy, Courtney ReinhardThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Patricia Moloney Figliola, Congressional Research Service, R47621, The Universal Service Fund and Related FCC Broadband Programs: Overview and Considerations for Congress (Updated January 21, 2026)Rebekah Goodheart,Daniel P. ReingAlisa Valentin and Nat Purser, Public Knowledge, Comments of Public Knowledge to U.S. Senate Committee on Commerce, Science and Transportation Subcommittee on Telecommunications and Media Universal Service Fund Working Group (September 15, 2025)John Bergmayer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466955 466955 163 G3083 1:08:58 https://www.pli.edu/programs/broadband-and-cable-industry-law/466951?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkInternet Protocol (IP) Transition: The Modernization of Networks [02:01:04]The Federal Communications Commission (FCC) is focused on taking actions to hasten the transition to all Internet Protocol (IP) next-generation communications networks. All IP networks provide a number of benefits for public safety, reliability, redundancy and addressing robocalls, among others. The FCC has launched several proceedings to examine ways to accelerate the IP transition, including reforms to IP interconnection, legacy tariffing rules and intercarrier compensation. After completing this section panelists will be able to:Describe the benefits of moving to IP modern, networksUnderstand what actions the FCC has taken and has proposed to take to accelerate the IP transitionIdentify potential challenges to meeting the FCC’s IP transition goalsRebekah Goodheart (Panel leader), Pamela Arluk, John Bergmayer, Randolph Clarke, Jodie GriffinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Federal Communications Commission, FCC Fact Sheet, Reforming Legacy Rules for an All-IP Future; Accelerating Network Modernization, Notice of Proposed Rulemaking, WC Docket Nos. 25-311 and 25-208 (January 28, 2026)Rebekah Goodheart,Daniel P. ReingNotice of Proposed Rulemaking, In the Matter of Reforming Legacy Rules for an All-IP Future Accelerating Network Modernization, WC Docket Nos. 25-311 and 25-208 (F.C.C. 2026)Rebekah Goodheart,Daniel P. Reing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466951 466951 25 G3083 1:00:32 https://www.pli.edu/programs/broadband-and-cable-industry-law/466950?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkInternet Protocol (IP) Transition: The Modernization of Networks [02:01:04]The Federal Communications Commission (FCC) is focused on taking actions to hasten the transition to all Internet Protocol (IP) next-generation communications networks. All IP networks provide a number of benefits for public safety, reliability, redundancy and addressing robocalls, among others. The FCC has launched several proceedings to examine ways to accelerate the IP transition, including reforms to IP interconnection, legacy tariffing rules and intercarrier compensation. After completing this section panelists will be able to:Describe the benefits of moving to IP modern, networksUnderstand what actions the FCC has taken and has proposed to take to accelerate the IP transitionIdentify potential challenges to meeting the FCC’s IP transition goalsRebekah Goodheart (Panel leader), Pamela Arluk, John Bergmayer, Randolph Clarke, Jodie GriffinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Federal Communications Commission, FCC Fact Sheet, Reforming Legacy Rules for an All-IP Future; Accelerating Network Modernization, Notice of Proposed Rulemaking, WC Docket Nos. 25-311 and 25-208 (January 28, 2026)Rebekah Goodheart,Daniel P. ReingNotice of Proposed Rulemaking, In the Matter of Reforming Legacy Rules for an All-IP Future Accelerating Network Modernization, WC Docket Nos. 25-311 and 25-208 (F.C.C. 2026)Rebekah Goodheart,Daniel P. Reing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466950 466950 98 G3083 1:01:14 https://www.pli.edu/programs/broadband-and-cable-industry-law/466949?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkInternet Protocol (IP) Transition: The Modernization of Networks [02:01:04]The Federal Communications Commission (FCC) is focused on taking actions to hasten the transition to all Internet Protocol (IP) next-generation communications networks. All IP networks provide a number of benefits for public safety, reliability, redundancy and addressing robocalls, among others. The FCC has launched several proceedings to examine ways to accelerate the IP transition, including reforms to IP interconnection, legacy tariffing rules and intercarrier compensation. After completing this section panelists will be able to:Describe the benefits of moving to IP modern, networksUnderstand what actions the FCC has taken and has proposed to take to accelerate the IP transitionIdentify potential challenges to meeting the FCC’s IP transition goalsRebekah Goodheart (Panel leader), Pamela Arluk, John Bergmayer, Randolph Clarke, Jodie GriffinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Federal Communications Commission, FCC Fact Sheet, Reforming Legacy Rules for an All-IP Future; Accelerating Network Modernization, Notice of Proposed Rulemaking, WC Docket Nos. 25-311 and 25-208 (January 28, 2026)Rebekah Goodheart,Daniel P. ReingNotice of Proposed Rulemaking, In the Matter of Reforming Legacy Rules for an All-IP Future Accelerating Network Modernization, WC Docket Nos. 25-311 and 25-208 (F.C.C. 2026)Rebekah Goodheart,Daniel P. Reing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466949 466949 163 G3083 1:01:14 https://www.pli.edu/programs/broadband-and-cable-industry-law/466947?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkPriorities and Current Issues at the FCC [01:02:46]This session will feature industry and FCC representatives who will address current and future priorities across the FCC. After completing this session, participants will be able to:Describe the various reforms the FCC is considering including media, broadband and subsidies.Explain the potential impact of the Administration’s AI Executive Order and the FCC’s roleDiscuss the latest in the FCC’s deregulatory effortsUnderstand recent media-specific issues facing the FCCOutline FCC developments pertaining to broadband deploymentDaniel P. Reing (Panel Leader), Scott Delacourt, Marcus Maher, Steve Morris, Deena Shetler The purchase price of this Web Program segment includes the following article from the Course Handbook available online:The White House, National Policy Framework, Artificial Intelligence (March 2026)Rebekah Goodheart,Daniel P. ReingFederal Communications Commission, Press Release, FCC Closes More Than 2,000 Inactive Proceedings (December 3, 2025)Rebekah Goodheart,Daniel P. ReingFederal Communications Commission, Public Notice, In Re: Delete, Delete, Delete, GN Docket No. 25-133 (March 12, 2025)Rebekah Goodheart,Daniel P. Reing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466947 466947 98 G3083 1:02:46 https://www.pli.edu/programs/broadband-and-cable-industry-law/466948?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkPriorities and Current Issues at the FCC [01:02:46]This session will feature industry and FCC representatives who will address current and future priorities across the FCC. After completing this session, participants will be able to:Describe the various reforms the FCC is considering including media, broadband and subsidies.Explain the potential impact of the Administration’s AI Executive Order and the FCC’s roleDiscuss the latest in the FCC’s deregulatory effortsUnderstand recent media-specific issues facing the FCCOutline FCC developments pertaining to broadband deploymentDaniel P. Reing (Panel Leader), Scott Delacourt, Marcus Maher, Steve Morris, Deena Shetler The purchase price of this Web Program segment includes the following article from the Course Handbook available online:The White House, National Policy Framework, Artificial Intelligence (March 2026)Rebekah Goodheart,Daniel P. ReingFederal Communications Commission, Press Release, FCC Closes More Than 2,000 Inactive Proceedings (December 3, 2025)Rebekah Goodheart,Daniel P. ReingFederal Communications Commission, Public Notice, In Re: Delete, Delete, Delete, GN Docket No. 25-133 (March 12, 2025)Rebekah Goodheart,Daniel P. Reing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466948 466948 25 G3083 1:02:04 https://www.pli.edu/programs/broadband-and-cable-industry-law/466946?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkPriorities and Current Issues at the FCC [01:02:46]This session will feature industry and FCC representatives who will address current and future priorities across the FCC. After completing this session, participants will be able to:Describe the various reforms the FCC is considering including media, broadband and subsidies.Explain the potential impact of the Administration’s AI Executive Order and the FCC’s roleDiscuss the latest in the FCC’s deregulatory effortsUnderstand recent media-specific issues facing the FCCOutline FCC developments pertaining to broadband deploymentDaniel P. Reing (Panel Leader), Scott Delacourt, Marcus Maher, Steve Morris, Deena Shetler The purchase price of this Web Program segment includes the following article from the Course Handbook available online:The White House, National Policy Framework, Artificial Intelligence (March 2026)Rebekah Goodheart,Daniel P. ReingFederal Communications Commission, Press Release, FCC Closes More Than 2,000 Inactive Proceedings (December 3, 2025)Rebekah Goodheart,Daniel P. ReingFederal Communications Commission, Public Notice, In Re: Delete, Delete, Delete, GN Docket No. 25-133 (March 12, 2025)Rebekah Goodheart,Daniel P. Reing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466946 466946 163 G3083 1:02:46 https://www.pli.edu/programs/ethics-in-social-media/466934?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkLegal Ethics For Social Media Tools and Norms [01:00:07]This session will explore evolving trends in lawyers’ use of social media tools for online engagement and legal ethics. After completing this session, participants will be able to:Understand the lifecycle of legal news, including contributions to articles, sharing your legal perspectives, promoting your views on social media and legal ethics implications that ariseIdentify ethical rules relevant to common online platforms/tools or when discussing particular topics could impact professionalism expectationsConsider when social media content can constitute attorney advertisingEvaluate the ethics implications when advocating for client interests on social mediaEthical considerations and best practices for individual lawyers when aiming to develop a niche and promote their practice through social media engagement and marketingMark H. Francis, Scott L. Malouf, Alanna G. Clair, Deborah Brightman Farone, Patrick SmithThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:In the Matter of Traywick, No. 2021-000021, Op. No. 28037 (S.C. 2021)Mark H. Francis,Scott L. MaloufAmerican Bar Association, Formal Opinions, 511R, 462, 466Mark H. Francis,Scott L. MaloufNew York State Bar Association, Committee on Professional Ethics, Opinion 1276: Fake Social Media Accounts Offering Legal Services (October 23, 2024)Mark H. Francis,Scott L. MaloufNew York State Bar Association, Social Media Ethics Guidelines of the Commercial and Federal Litigation Section of the New York State Bar Association, Prepared by the Social Media and New Communication Technologies Committee of the Commercial and Federal Litigation Section of the New York State Bar Association (with Revised Commentary) (Updated April 29, 2019)Mark H. Francis,Scott L. MaloufScott L. Malouf and Debra Hamilton, Trigger Tranquility, Not Outrage: What the Depp v. Heard Trial Can Teach Clients About Communicating During Disputes, New York State Bar Association Journal, Vol. 94, No. 5 (September/October 2022)Scott L. MaloufPositioning Yourself Through Social Media: The BasicsDeborah Brightman FaronePresentation MaterialSegment PPT: Legal Ethics For Social Media Tools and NormsAlanna G. Clair, Deborah Brightman Farone, Mark H. Francis, Scott L. Malouf, Patrick SmithSegment Handout: Legal Ethics For Social Media Tools and NormsDeborah Brightman Farone Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466934 466934 163 G3241 1:00:07 https://www.pli.edu/programs/ethics-in-social-media/466930?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkLegal Ethics For Social Media Tools and Norms [01:00:07]This session will explore evolving trends in lawyers’ use of social media tools for online engagement and legal ethics. After completing this session, participants will be able to:Understand the lifecycle of legal news, including contributions to articles, sharing your legal perspectives, promoting your views on social media and legal ethics implications that ariseIdentify ethical rules relevant to common online platforms/tools or when discussing particular topics could impact professionalism expectationsConsider when social media content can constitute attorney advertisingEvaluate the ethics implications when advocating for client interests on social mediaEthical considerations and best practices for individual lawyers when aiming to develop a niche and promote their practice through social media engagement and marketingMark H. Francis, Scott L. Malouf, Alanna G. Clair, Deborah Brightman Farone, Patrick SmithThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:In the Matter of Traywick, No. 2021-000021, Op. No. 28037 (S.C. 2021)Mark H. Francis,Scott L. MaloufAmerican Bar Association, Formal Opinions, 511R, 462, 466Mark H. Francis,Scott L. MaloufNew York State Bar Association, Committee on Professional Ethics, Opinion 1276: Fake Social Media Accounts Offering Legal Services (October 23, 2024)Mark H. Francis,Scott L. MaloufNew York State Bar Association, Social Media Ethics Guidelines of the Commercial and Federal Litigation Section of the New York State Bar Association, Prepared by the Social Media and New Communication Technologies Committee of the Commercial and Federal Litigation Section of the New York State Bar Association (with Revised Commentary) (Updated April 29, 2019)Mark H. Francis,Scott L. MaloufScott L. Malouf and Debra Hamilton, Trigger Tranquility, Not Outrage: What the Depp v. Heard Trial Can Teach Clients About Communicating During Disputes, New York State Bar Association Journal, Vol. 94, No. 5 (September/October 2022)Scott L. MaloufPositioning Yourself Through Social Media: The BasicsDeborah Brightman FaronePresentation MaterialSegment PPT: Legal Ethics For Social Media Tools and NormsAlanna G. Clair, Deborah Brightman Farone, Mark H. Francis, Scott L. Malouf, Patrick SmithSegment Handout: Legal Ethics For Social Media Tools and NormsDeborah Brightman Farone Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466930 466930 25 G3241 0:59:25 https://www.pli.edu/programs/ethics-in-social-media/466933?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkLegal Ethics For Social Media Tools and Norms [01:00:07]This session will explore evolving trends in lawyers’ use of social media tools for online engagement and legal ethics. After completing this session, participants will be able to:Understand the lifecycle of legal news, including contributions to articles, sharing your legal perspectives, promoting your views on social media and legal ethics implications that ariseIdentify ethical rules relevant to common online platforms/tools or when discussing particular topics could impact professionalism expectationsConsider when social media content can constitute attorney advertisingEvaluate the ethics implications when advocating for client interests on social mediaEthical considerations and best practices for individual lawyers when aiming to develop a niche and promote their practice through social media engagement and marketingMark H. Francis, Scott L. Malouf, Alanna G. Clair, Deborah Brightman Farone, Patrick SmithThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:In the Matter of Traywick, No. 2021-000021, Op. No. 28037 (S.C. 2021)Mark H. Francis,Scott L. MaloufAmerican Bar Association, Formal Opinions, 511R, 462, 466Mark H. Francis,Scott L. MaloufNew York State Bar Association, Committee on Professional Ethics, Opinion 1276: Fake Social Media Accounts Offering Legal Services (October 23, 2024)Mark H. Francis,Scott L. MaloufNew York State Bar Association, Social Media Ethics Guidelines of the Commercial and Federal Litigation Section of the New York State Bar Association, Prepared by the Social Media and New Communication Technologies Committee of the Commercial and Federal Litigation Section of the New York State Bar Association (with Revised Commentary) (Updated April 29, 2019)Mark H. Francis,Scott L. MaloufScott L. Malouf and Debra Hamilton, Trigger Tranquility, Not Outrage: What the Depp v. Heard Trial Can Teach Clients About Communicating During Disputes, New York State Bar Association Journal, Vol. 94, No. 5 (September/October 2022)Scott L. MaloufPositioning Yourself Through Social Media: The BasicsDeborah Brightman FaronePresentation MaterialSegment PPT: Legal Ethics For Social Media Tools and NormsAlanna G. Clair, Deborah Brightman Farone, Mark H. Francis, Scott L. Malouf, Patrick SmithSegment Handout: Legal Ethics For Social Media Tools and NormsDeborah Brightman Farone Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466933 466933 98 G3241 1:00:07 https://www.pli.edu/programs/ethics-in-social-media/466937?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkApplying Legal Ethics to Social Media in Theory and Practice [01:01:10]During this session, panelists will identify key ethics rules impacting the use of social media and discuss how those rules have been applied in practice. After completing this session, participants will be able to:Identify key ethics rules attorneys need to be mindful of when using social media and other online toolsNavigate ethical considerations safely and effectively onlineMinimize risks to lawyers and firms when associates change firmsAddress the role of AI in creation of social media and online informationDiscuss recent evolution in social media and other online tools such as incorporation of AI capabilities, increase personalization and other featuresConsider how recent cases have addressed legal ethics rules in the context of social media and other online servicesScott L. Malouf, Alanna G. ClairThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Order, Cottonwood Environmental Law Center v. Big Sky Water and Sewer District, No. 2:20-CV-00028-BMM (D. Mont. 2025)Mark H. Francis,Scott L. MaloufComplaint, In the Matter of John P. Meyer, ODC File No. 23-207 (Mont. 2026)Mark H. Francis,Scott L. MaloufCorrected Opinion, The Florida Bar v. Leigh, No. SC2023-0518 (Fla. 2025)Mark H. Francis,Scott L. MaloufOrder Sanctioning Alston & Bird, LLP for Violation of the Court’s Standing Order Regarding Juror Questionnaires and Social Media Research, Contour IP Holding, LLC v. GoPro, Inc., No. 17-cv-04738-WHO (N.D. Cal. 2025)Mark H. Francis,Scott L. MaloufKroft v. Viper Trans, Inc., No. 240200 (Ill. App. Ct. 2025)Mark H. Francis,Scott L. MaloufIn the Matter of Krapacs, 189 A.D.3d 1962 (N.Y. App. Div. 2020)Mark H. Francis,Scott L. MaloufIn the Matter of Lanza, 199 A.D.3d 154 (N.Y. App. Div. 2021)Mark H. Francis,Scott L. MaloufIn re Perricone, 263 So.3d 309 (La. 2018)Mark H. Francis,Scott L. MaloufPresentation MaterialSegment PPT:Applying Legal Ethics to Social Media in Theory and PracticeAlanna G. Clair, Scott L. Malouf Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466937 466937 98 G3241 1:01:10 https://www.pli.edu/programs/ethics-in-social-media/466929?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkApplying Legal Ethics to Social Media in Theory and Practice [01:01:10]During this session, panelists will identify key ethics rules impacting the use of social media and discuss how those rules have been applied in practice. After completing this session, participants will be able to:Identify key ethics rules attorneys need to be mindful of when using social media and other online toolsNavigate ethical considerations safely and effectively onlineMinimize risks to lawyers and firms when associates change firmsAddress the role of AI in creation of social media and online informationDiscuss recent evolution in social media and other online tools such as incorporation of AI capabilities, increase personalization and other featuresConsider how recent cases have addressed legal ethics rules in the context of social media and other online servicesScott L. Malouf, Alanna G. ClairThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Order, Cottonwood Environmental Law Center v. Big Sky Water and Sewer District, No. 2:20-CV-00028-BMM (D. Mont. 2025)Mark H. Francis,Scott L. MaloufComplaint, In the Matter of John P. Meyer, ODC File No. 23-207 (Mont. 2026)Mark H. Francis,Scott L. MaloufCorrected Opinion, The Florida Bar v. Leigh, No. SC2023-0518 (Fla. 2025)Mark H. Francis,Scott L. MaloufOrder Sanctioning Alston & Bird, LLP for Violation of the Court’s Standing Order Regarding Juror Questionnaires and Social Media Research, Contour IP Holding, LLC v. GoPro, Inc., No. 17-cv-04738-WHO (N.D. Cal. 2025)Mark H. Francis,Scott L. MaloufKroft v. Viper Trans, Inc., No. 240200 (Ill. App. Ct. 2025)Mark H. Francis,Scott L. MaloufIn the Matter of Krapacs, 189 A.D.3d 1962 (N.Y. App. Div. 2020)Mark H. Francis,Scott L. MaloufIn the Matter of Lanza, 199 A.D.3d 154 (N.Y. App. Div. 2021)Mark H. Francis,Scott L. MaloufIn re Perricone, 263 So.3d 309 (La. 2018)Mark H. Francis,Scott L. MaloufPresentation MaterialSegment PPT:Applying Legal Ethics to Social Media in Theory and PracticeAlanna G. Clair, Scott L. Malouf Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466929 466929 25 G3241 1:00:28 https://www.pli.edu/programs/ethics-in-social-media/466938?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkApplying Legal Ethics to Social Media in Theory and Practice [01:01:10]During this session, panelists will identify key ethics rules impacting the use of social media and discuss how those rules have been applied in practice. After completing this session, participants will be able to:Identify key ethics rules attorneys need to be mindful of when using social media and other online toolsNavigate ethical considerations safely and effectively onlineMinimize risks to lawyers and firms when associates change firmsAddress the role of AI in creation of social media and online informationDiscuss recent evolution in social media and other online tools such as incorporation of AI capabilities, increase personalization and other featuresConsider how recent cases have addressed legal ethics rules in the context of social media and other online servicesScott L. Malouf, Alanna G. ClairThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Order, Cottonwood Environmental Law Center v. Big Sky Water and Sewer District, No. 2:20-CV-00028-BMM (D. Mont. 2025)Mark H. Francis,Scott L. MaloufComplaint, In the Matter of John P. Meyer, ODC File No. 23-207 (Mont. 2026)Mark H. Francis,Scott L. MaloufCorrected Opinion, The Florida Bar v. Leigh, No. SC2023-0518 (Fla. 2025)Mark H. Francis,Scott L. MaloufOrder Sanctioning Alston & Bird, LLP for Violation of the Court’s Standing Order Regarding Juror Questionnaires and Social Media Research, Contour IP Holding, LLC v. GoPro, Inc., No. 17-cv-04738-WHO (N.D. Cal. 2025)Mark H. Francis,Scott L. MaloufKroft v. Viper Trans, Inc., No. 240200 (Ill. App. Ct. 2025)Mark H. Francis,Scott L. MaloufIn the Matter of Krapacs, 189 A.D.3d 1962 (N.Y. App. Div. 2020)Mark H. Francis,Scott L. MaloufIn the Matter of Lanza, 199 A.D.3d 154 (N.Y. App. Div. 2021)Mark H. Francis,Scott L. MaloufIn re Perricone, 263 So.3d 309 (La. 2018)Mark H. Francis,Scott L. MaloufPresentation MaterialSegment PPT:Applying Legal Ethics to Social Media in Theory and PracticeAlanna G. Clair, Scott L. Malouf Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466938 466938 163 G3241 1:01:10 https://www.pli.edu/programs/ethics-in-social-media/466935?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkEthical Issues of Social Media in the Courtroom [01:01:35]This session covers the use of social media in the courtroom context, including ethics obligations when interacting with various parties and using social media as evidence. After completing this session, participants will be able to:Navigate ethics rules on social media interaction with opposing parties, non-parties, jurors, and the judgeUnderstand the intersection of discovery, social media, and related legal technologiesAdvise clients regarding social media evidence and avoiding spoliation or sanctionsIdentify and respond to potential juror misconductAvoid risks of attorney censure, disbarment, or sanctionsJennifer Finnegan, Mark H. FrancisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:In the Matter of Peshek, No. 2011AP909-D (Wis. 2011)Mark H. Francis,Scott L. MaloufPresentation MaterialSegment PPT: Ethical Issues of Social Media in the CourtroomJennifer Finnegan, Mark H. Francis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466935 466935 98 G3241 1:01:36 https://www.pli.edu/programs/ethics-in-social-media/466931?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkEthical Issues of Social Media in the Courtroom [01:01:35]This session covers the use of social media in the courtroom context, including ethics obligations when interacting with various parties and using social media as evidence. After completing this session, participants will be able to:Navigate ethics rules on social media interaction with opposing parties, non-parties, jurors, and the judgeUnderstand the intersection of discovery, social media, and related legal technologiesAdvise clients regarding social media evidence and avoiding spoliation or sanctionsIdentify and respond to potential juror misconductAvoid risks of attorney censure, disbarment, or sanctionsJennifer Finnegan, Mark H. FrancisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:In the Matter of Peshek, No. 2011AP909-D (Wis. 2011)Mark H. Francis,Scott L. MaloufPresentation MaterialSegment PPT: Ethical Issues of Social Media in the CourtroomJennifer Finnegan, Mark H. Francis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466931 466931 25 G3241 1:00:53 https://www.pli.edu/programs/ethics-in-social-media/466936?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 12, 2026 in New YorkEthical Issues of Social Media in the Courtroom [01:01:35]This session covers the use of social media in the courtroom context, including ethics obligations when interacting with various parties and using social media as evidence. After completing this session, participants will be able to:Navigate ethics rules on social media interaction with opposing parties, non-parties, jurors, and the judgeUnderstand the intersection of discovery, social media, and related legal technologiesAdvise clients regarding social media evidence and avoiding spoliation or sanctionsIdentify and respond to potential juror misconductAvoid risks of attorney censure, disbarment, or sanctionsJennifer Finnegan, Mark H. FrancisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:In the Matter of Peshek, No. 2011AP909-D (Wis. 2011)Mark H. Francis,Scott L. MaloufPresentation MaterialSegment PPT: Ethical Issues of Social Media in the CourtroomJennifer Finnegan, Mark H. Francis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466936 466936 163 G3241 1:01:35 https://www.pli.edu/programs/working-with-immigrants/466918?tCode=WTC5_RSS01 Family law Domestic violence Immigration and naturalization Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded May 12, 2026 in San FranciscoImmigration Legal Remedies and Trauma Informed Lawyering for Immigrant Domestic Violence Survivors [04:35:09]This session will cover the most common forms of immigration relief for undocumented survivors of domestic violence to gain legal status: asylum, Violence Against Women Act (VAWA) self-petitions, U nonimmigrant status, and T nonimmigrant status. It will also cover trauma informed lawyering techniques. After completing this session, participants will be able to:Assess a client’s potential eligibility for the named types of reliefIdentify some of the common trauma responses in clients, andEmploy best-practices for immigration legal work with survivorsCarolyn M. Kim, Christine Lin, Catherine Seitz, Morgan M. WeibelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Center for Gender & Refugee Studies, Analysis of the State of the Law in the Ninth Circuit Following K-E-S-G- and S-S-F-M- (December 23, 2025)Christine LinTahirih Justice Center, Trauma-Informed Lawyering: A Guide for Attorneys and Law Practitioners Working with SurvivorsMorgan M. WeibelPresentation MaterialImmigration Legal Remedies and Trauma Informed Lawyering for Immigrant Domestic Violence Survivors (PowerPoint Slides)Carolyn M. Kim, Christine Lin, Catherine Seitz, Morgan M. Weibel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466918 466918 98 G3183 1:31:57 https://www.pli.edu/programs/working-with-immigrants/466917?tCode=WTC5_RSS01 Family law Domestic violence Immigration and naturalization Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded May 12, 2026 in San FranciscoImmigration Legal Remedies and Trauma Informed Lawyering for Immigrant Domestic Violence Survivors [04:35:09]This session will cover the most common forms of immigration relief for undocumented survivors of domestic violence to gain legal status: asylum, Violence Against Women Act (VAWA) self-petitions, U nonimmigrant status, and T nonimmigrant status. It will also cover trauma informed lawyering techniques. After completing this session, participants will be able to:Assess a client’s potential eligibility for the named types of reliefIdentify some of the common trauma responses in clients, andEmploy best-practices for immigration legal work with survivorsCarolyn M. Kim, Christine Lin, Catherine Seitz, Morgan M. WeibelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Center for Gender & Refugee Studies, Analysis of the State of the Law in the Ninth Circuit Following K-E-S-G- and S-S-F-M- (December 23, 2025)Christine LinTahirih Justice Center, Trauma-Informed Lawyering: A Guide for Attorneys and Law Practitioners Working with SurvivorsMorgan M. WeibelPresentation MaterialImmigration Legal Remedies and Trauma Informed Lawyering for Immigrant Domestic Violence Survivors (PowerPoint Slides)Carolyn M. Kim, Christine Lin, Catherine Seitz, Morgan M. Weibel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466917 466917 163 G3183 1:31:57 https://www.pli.edu/programs/working-with-immigrants/466919?tCode=WTC5_RSS01 Family law Domestic violence Immigration and naturalization Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded May 12, 2026 in San FranciscoImmigration Legal Remedies and Trauma Informed Lawyering for Immigrant Domestic Violence Survivors [04:35:09]This session will cover the most common forms of immigration relief for undocumented survivors of domestic violence to gain legal status: asylum, Violence Against Women Act (VAWA) self-petitions, U nonimmigrant status, and T nonimmigrant status. It will also cover trauma informed lawyering techniques. After completing this session, participants will be able to:Assess a client’s potential eligibility for the named types of reliefIdentify some of the common trauma responses in clients, andEmploy best-practices for immigration legal work with survivorsCarolyn M. Kim, Christine Lin, Catherine Seitz, Morgan M. WeibelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Center for Gender & Refugee Studies, Analysis of the State of the Law in the Ninth Circuit Following K-E-S-G- and S-S-F-M- (December 23, 2025)Christine LinTahirih Justice Center, Trauma-Informed Lawyering: A Guide for Attorneys and Law Practitioners Working with SurvivorsMorgan M. WeibelPresentation MaterialImmigration Legal Remedies and Trauma Informed Lawyering for Immigrant Domestic Violence Survivors (PowerPoint Slides)Carolyn M. Kim, Christine Lin, Catherine Seitz, Morgan M. Weibel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466919 466919 25 G3183 1:31:15 https://www.pli.edu/programs/working-with-immigrants/466913?tCode=WTC5_RSS01 Family law Domestic violence Divorce Immigration and naturalization Public interest law and pro bono Taken from the Web Program Recorded May 12, 2026 in San FranciscoFamily Law for Immigrant Survivors [01:00:17]This session addresses common family law issues that arise when immigrants are dealing with domestic violence, such as restraining orders, custody, and divorce matters. After completing this session, participants will be able to:Compare the different forms of family law relief available to survivorsAdvise a client on the basics of a restraining order, andIdentify how a survivor’s status as an immigrant can impact their family law caseErin Orum, Nicole Britton-SnyderThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Domestic Violence Restraining Order Application Forms (DV-100, DV-101, DV-105, DV-108, DV-109, DV-110, DV-140, DV-145, DV-130)Nicole Britton-SnyderCalifornia Family Code, Section 3044Nicole Britton-SnyderPresentation MaterialFamily Law for Immigrant Survivors (PowerPoint Slides)Nicole Britton-Snyder, Erin Orum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466913 466913 25 G3183 1:00:17 https://www.pli.edu/programs/working-with-immigrants/466911?tCode=WTC5_RSS01 Family law Domestic violence Divorce Immigration and naturalization Public interest law and pro bono Taken from the Web Program Recorded May 12, 2026 in San FranciscoFamily Law for Immigrant Survivors [01:00:17]This session addresses common family law issues that arise when immigrants are dealing with domestic violence, such as restraining orders, custody, and divorce matters. After completing this session, participants will be able to:Compare the different forms of family law relief available to survivorsAdvise a client on the basics of a restraining order, andIdentify how a survivor’s status as an immigrant can impact their family law caseErin Orum, Nicole Britton-SnyderThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Domestic Violence Restraining Order Application Forms (DV-100, DV-101, DV-105, DV-108, DV-109, DV-110, DV-140, DV-145, DV-130)Nicole Britton-SnyderCalifornia Family Code, Section 3044Nicole Britton-SnyderPresentation MaterialFamily Law for Immigrant Survivors (PowerPoint Slides)Nicole Britton-Snyder, Erin Orum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466911 466911 163 G3183 1:00:59 https://www.pli.edu/programs/working-with-immigrants/466912?tCode=WTC5_RSS01 Family law Domestic violence Divorce Immigration and naturalization Public interest law and pro bono Taken from the Web Program Recorded May 12, 2026 in San FranciscoFamily Law for Immigrant Survivors [01:00:17]This session addresses common family law issues that arise when immigrants are dealing with domestic violence, such as restraining orders, custody, and divorce matters. After completing this session, participants will be able to:Compare the different forms of family law relief available to survivorsAdvise a client on the basics of a restraining order, andIdentify how a survivor’s status as an immigrant can impact their family law caseErin Orum, Nicole Britton-SnyderThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Domestic Violence Restraining Order Application Forms (DV-100, DV-101, DV-105, DV-108, DV-109, DV-110, DV-140, DV-145, DV-130)Nicole Britton-SnyderCalifornia Family Code, Section 3044Nicole Britton-SnyderPresentation MaterialFamily Law for Immigrant Survivors (PowerPoint Slides)Nicole Britton-Snyder, Erin Orum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466912 466912 98 G3183 1:00:59 https://www.pli.edu/programs/working-with-immigrants/466924?tCode=WTC5_RSS01 Family law Domestic violence Immigration and naturalization Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded May 12, 2026 in San FranciscoOrientation to Domestic Violence [01:00:34]This session provides an overview of what is domestic violence, types of abuse, the tools of coercion, what keeps individuals in abusive relationships, cultural contexts of domestic violence, and special considerations relating to immigrant domestic violence relationships. After completing this session, participants will be able to:Define domestic violenceIdentify types of abuse and the tools of coercionExplain what keeps individuals in abusive relationships, andDescribe cultural contexts of domestic violence and special considerations for immigrant domestic violence relationshipsMallika KaurThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:California Secretary of State’s Office, Safe at Home, California’s Confidential Address Program—General Information BrochureMallika KaurOrientation to Domestic Violence—Additional ResourcesMallika KaurPresentation MaterialOrientation to Domestic Violence (PowerPoint Slides)Mallika Kaur Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466924 466924 98 G3183 1:00:34 https://www.pli.edu/programs/working-with-immigrants/466925?tCode=WTC5_RSS01 Family law Domestic violence Immigration and naturalization Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded May 12, 2026 in San FranciscoOrientation to Domestic Violence [01:00:34]This session provides an overview of what is domestic violence, types of abuse, the tools of coercion, what keeps individuals in abusive relationships, cultural contexts of domestic violence, and special considerations relating to immigrant domestic violence relationships. After completing this session, participants will be able to:Define domestic violenceIdentify types of abuse and the tools of coercionExplain what keeps individuals in abusive relationships, andDescribe cultural contexts of domestic violence and special considerations for immigrant domestic violence relationshipsMallika KaurThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:California Secretary of State’s Office, Safe at Home, California’s Confidential Address Program—General Information BrochureMallika KaurOrientation to Domestic Violence—Additional ResourcesMallika KaurPresentation MaterialOrientation to Domestic Violence (PowerPoint Slides)Mallika Kaur Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466925 466925 25 G3183 0:59:52 https://www.pli.edu/programs/working-with-immigrants/466923?tCode=WTC5_RSS01 Family law Domestic violence Immigration and naturalization Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded May 12, 2026 in San FranciscoOrientation to Domestic Violence [01:00:34]This session provides an overview of what is domestic violence, types of abuse, the tools of coercion, what keeps individuals in abusive relationships, cultural contexts of domestic violence, and special considerations relating to immigrant domestic violence relationships. After completing this session, participants will be able to:Define domestic violenceIdentify types of abuse and the tools of coercionExplain what keeps individuals in abusive relationships, andDescribe cultural contexts of domestic violence and special considerations for immigrant domestic violence relationshipsMallika KaurThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:California Secretary of State’s Office, Safe at Home, California’s Confidential Address Program—General Information BrochureMallika KaurOrientation to Domestic Violence—Additional ResourcesMallika KaurPresentation MaterialOrientation to Domestic Violence (PowerPoint Slides)Mallika Kaur Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466923 466923 163 G3183 1:00:34 https://www.pli.edu/programs/working-with-immigrants/466915?tCode=WTC5_RSS01 Family law Domestic violence Immigration and naturalization Public interest law and pro bono Taken from the Web Program Recorded May 12, 2026 in San FranciscoBenefits and Immigration [01:01:59]This session covers issues that arise when representing immigrant clients seeking public benefits and how new public benefits policies and regulations may impact future eligibility for domestic violence survivors and mixed status families. After completing this session, participants will be able to:Distinguish between different types of public benefits available to immigrant survivorsIdentify certain public benefits eligibility criteria as they relate to survivors, andExplain how new public benefits policies may impact future eligibility for domestic violence survivorsTanya Broder, Lisa NewstromThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Bay Area Legal Aid, Immigrant Benefits Referral Letter, Attachment A-1 (March 10, 2017)Lisa NewstromNational Immigration Law Center, Major Benefit Programs Available to Immigrants in California (February 2026)Tanya BroderPresentation MaterialBenefits and Immigration (PowerPoint Slides)Tanya Broder, Lisa Newstrom Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466915 466915 98 G3183 1:01:59 https://www.pli.edu/programs/working-with-immigrants/466914?tCode=WTC5_RSS01 Family law Domestic violence Immigration and naturalization Public interest law and pro bono Taken from the Web Program Recorded May 12, 2026 in San FranciscoBenefits and Immigration [01:01:59]This session covers issues that arise when representing immigrant clients seeking public benefits and how new public benefits policies and regulations may impact future eligibility for domestic violence survivors and mixed status families. After completing this session, participants will be able to:Distinguish between different types of public benefits available to immigrant survivorsIdentify certain public benefits eligibility criteria as they relate to survivors, andExplain how new public benefits policies may impact future eligibility for domestic violence survivorsTanya Broder, Lisa NewstromThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Bay Area Legal Aid, Immigrant Benefits Referral Letter, Attachment A-1 (March 10, 2017)Lisa NewstromNational Immigration Law Center, Major Benefit Programs Available to Immigrants in California (February 2026)Tanya BroderPresentation MaterialBenefits and Immigration (PowerPoint Slides)Tanya Broder, Lisa Newstrom Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466914 466914 163 G3183 1:01:59 https://www.pli.edu/programs/working-with-immigrants/466916?tCode=WTC5_RSS01 Family law Domestic violence Immigration and naturalization Public interest law and pro bono Taken from the Web Program Recorded May 12, 2026 in San FranciscoBenefits and Immigration [01:01:59]This session covers issues that arise when representing immigrant clients seeking public benefits and how new public benefits policies and regulations may impact future eligibility for domestic violence survivors and mixed status families. After completing this session, participants will be able to:Distinguish between different types of public benefits available to immigrant survivorsIdentify certain public benefits eligibility criteria as they relate to survivors, andExplain how new public benefits policies may impact future eligibility for domestic violence survivorsTanya Broder, Lisa NewstromThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Bay Area Legal Aid, Immigrant Benefits Referral Letter, Attachment A-1 (March 10, 2017)Lisa NewstromNational Immigration Law Center, Major Benefit Programs Available to Immigrants in California (February 2026)Tanya BroderPresentation MaterialBenefits and Immigration (PowerPoint Slides)Tanya Broder, Lisa Newstrom Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466916 466916 25 G3183 1:01:17 https://www.pli.edu/programs/working-with-immigrants/466920?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias Domestic violence Immigration and naturalization Practice skills (Public interest law and pro bono) Professional development Taken from the Web Program Recorded May 12, 2026 in San FranciscoProviding Culturally and Linguistically Responsive Services for Immigrant Survivors of Domestic Violence in the Elimination of Bias [02:08:41]The goal of this session is to explore how factors affecting work with immigrant survivors of domestic violence, such as culture, language, race, and immigration status affect the advocate-client relationship. The session will focus on how to use cultural and linguistic responsiveness to become better advocates and focus on how to eliminate bias experienced by immigrant clients. After completing this session, participants will be able to:Recognize factors affecting work with immigrant survivorsDefine cultural humility, andEngage with clients in a way that reduces biasNote: This segment offers Bias/Diversity credit in select jurisdictions only. Please check your state for credit details.Beckie Masaki, Hediana UtartiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Asian Pacific Institute on Gender-Based Violence, Resource Guide for Advocates & Attorneys on Interpretation Services for Domestic Violence, Sexual Assault, and Trafficking Victims (Updated 2016)Hediana Utarti Ph.D.,Beckie Masaki,Hediana UtartiAsian Pacific Institute on Gender-Based Violence, Lifetime Spiral of Gender Violence (Revised 2010)Hediana Utarti Ph.D.,Beckie Masaki,Hediana UtartiAsian Pacific Institute on Gender-Based Violence, Tip Sheet, How to Address Problems with InterpretationHediana Utarti Ph.D.,Beckie Masaki,Hediana UtartiAsian Pacific Institute on Gender-Based Violence, Tip Sheet, How to Work with InterpretersHediana Utarti Ph.D.,Beckie Masaki,Hediana UtartiAsian Pacific Institute on Gender-Based Violence, Tip Sheet, Interpretation ServicesHediana Utarti Ph.D.,Beckie Masaki,Hediana UtartiPresentation MaterialProviding Culturally and Linguistically Responsive Services for Immigrant Survivors of Domestic Violence in the Elimination of Bias (PowerPoint Slides)Beckie Masaki, Hediana Utarti Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466920 466920 163 G3183 1:04:35 https://www.pli.edu/programs/working-with-immigrants/466922?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias Domestic violence Immigration and naturalization Practice skills (Public interest law and pro bono) Professional development Taken from the Web Program Recorded May 12, 2026 in San FranciscoProviding Culturally and Linguistically Responsive Services for Immigrant Survivors of Domestic Violence in the Elimination of Bias [02:08:41]The goal of this session is to explore how factors affecting work with immigrant survivors of domestic violence, such as culture, language, race, and immigration status affect the advocate-client relationship. The session will focus on how to use cultural and linguistic responsiveness to become better advocates and focus on how to eliminate bias experienced by immigrant clients. After completing this session, participants will be able to:Recognize factors affecting work with immigrant survivorsDefine cultural humility, andEngage with clients in a way that reduces biasNote: This segment offers Bias/Diversity credit in select jurisdictions only. Please check your state for credit details.Beckie Masaki, Hediana UtartiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Asian Pacific Institute on Gender-Based Violence, Resource Guide for Advocates & Attorneys on Interpretation Services for Domestic Violence, Sexual Assault, and Trafficking Victims (Updated 2016)Hediana Utarti Ph.D.,Beckie Masaki,Hediana UtartiAsian Pacific Institute on Gender-Based Violence, Lifetime Spiral of Gender Violence (Revised 2010)Hediana Utarti Ph.D.,Beckie Masaki,Hediana UtartiAsian Pacific Institute on Gender-Based Violence, Tip Sheet, How to Address Problems with InterpretationHediana Utarti Ph.D.,Beckie Masaki,Hediana UtartiAsian Pacific Institute on Gender-Based Violence, Tip Sheet, How to Work with InterpretersHediana Utarti Ph.D.,Beckie Masaki,Hediana UtartiAsian Pacific Institute on Gender-Based Violence, Tip Sheet, Interpretation ServicesHediana Utarti Ph.D.,Beckie Masaki,Hediana UtartiPresentation MaterialProviding Culturally and Linguistically Responsive Services for Immigrant Survivors of Domestic Violence in the Elimination of Bias (PowerPoint Slides)Beckie Masaki, Hediana Utarti Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466922 466922 25 G3183 1:03:53 https://www.pli.edu/programs/working-with-immigrants/466921?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias Domestic violence Immigration and naturalization Practice skills (Public interest law and pro bono) Professional development Taken from the Web Program Recorded May 12, 2026 in San FranciscoProviding Culturally and Linguistically Responsive Services for Immigrant Survivors of Domestic Violence in the Elimination of Bias [02:08:41]The goal of this session is to explore how factors affecting work with immigrant survivors of domestic violence, such as culture, language, race, and immigration status affect the advocate-client relationship. The session will focus on how to use cultural and linguistic responsiveness to become better advocates and focus on how to eliminate bias experienced by immigrant clients. After completing this session, participants will be able to:Recognize factors affecting work with immigrant survivorsDefine cultural humility, andEngage with clients in a way that reduces biasNote: This segment offers Bias/Diversity credit in select jurisdictions only. Please check your state for credit details.Beckie Masaki, Hediana UtartiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Asian Pacific Institute on Gender-Based Violence, Resource Guide for Advocates & Attorneys on Interpretation Services for Domestic Violence, Sexual Assault, and Trafficking Victims (Updated 2016)Hediana Utarti Ph.D.,Beckie Masaki,Hediana UtartiAsian Pacific Institute on Gender-Based Violence, Lifetime Spiral of Gender Violence (Revised 2010)Hediana Utarti Ph.D.,Beckie Masaki,Hediana UtartiAsian Pacific Institute on Gender-Based Violence, Tip Sheet, How to Address Problems with InterpretationHediana Utarti Ph.D.,Beckie Masaki,Hediana UtartiAsian Pacific Institute on Gender-Based Violence, Tip Sheet, How to Work with InterpretersHediana Utarti Ph.D.,Beckie Masaki,Hediana UtartiAsian Pacific Institute on Gender-Based Violence, Tip Sheet, Interpretation ServicesHediana Utarti Ph.D.,Beckie Masaki,Hediana UtartiPresentation MaterialProviding Culturally and Linguistically Responsive Services for Immigrant Survivors of Domestic Violence in the Elimination of Bias (PowerPoint Slides)Beckie Masaki, Hediana Utarti Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466921 466921 98 G3183 1:04:35 https://www.pli.edu/programs/working-with-immigrants/466910?tCode=WTC5_RSS01 Domestic violence Immigration and naturalization Public interest law and pro bono Housing Fair housing Taken from the Web Program Recorded May 12, 2026 in San FranciscoHousing for Immigrant Survivors [02:37:09]This session covers how the Violence Against Women Act and Fair Housing laws protect survivors of domestic violence from evictions and denial of housing with a special emphasis on working with immigrant clients. After completing this session, participants will be able to:Describe the protections of VAWA and fair housing laws available to survivorsRecognize illegal denial of housing to survivors, andIdentify special considerations for working with immigrant survivorsConsuelo I. Amezcua, Taylor Campion, Hilda Y. ChanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Domestic Violence and Housing: How California Laws, the Fair Housing Act, and the Violence Against Women Act Protect Survivors of Domestic Violence from Denial of Housing, Help Them Defend and Avoid Eviction, and Aid Survivors in Maintaining Safe and Stable Housing (Updated January 2026)Taylor Campion,Hilda Y. ChanFamily Violence Appellate Project Housing ResourcesTaylor CampionPresentation MaterialHousing for Immigrant Survivors (PowerPoint Slides)Consuelo I. Amezcua, Taylor Campion, Hilda Chan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466910 466910 25 G3183 1:18:34 https://www.pli.edu/programs/working-with-immigrants/466909?tCode=WTC5_RSS01 Domestic violence Immigration and naturalization Public interest law and pro bono Housing Fair housing Taken from the Web Program Recorded May 12, 2026 in San FranciscoHousing for Immigrant Survivors [02:37:09]This session covers how the Violence Against Women Act and Fair Housing laws protect survivors of domestic violence from evictions and denial of housing with a special emphasis on working with immigrant clients. After completing this session, participants will be able to:Describe the protections of VAWA and fair housing laws available to survivorsRecognize illegal denial of housing to survivors, andIdentify special considerations for working with immigrant survivorsConsuelo I. Amezcua, Taylor Campion, Hilda Y. ChanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Domestic Violence and Housing: How California Laws, the Fair Housing Act, and the Violence Against Women Act Protect Survivors of Domestic Violence from Denial of Housing, Help Them Defend and Avoid Eviction, and Aid Survivors in Maintaining Safe and Stable Housing (Updated January 2026)Taylor Campion,Hilda Y. ChanFamily Violence Appellate Project Housing ResourcesTaylor CampionPresentation MaterialHousing for Immigrant Survivors (PowerPoint Slides)Consuelo I. Amezcua, Taylor Campion, Hilda Chan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466909 466909 98 G3183 1:19:16 https://www.pli.edu/programs/working-with-immigrants/466908?tCode=WTC5_RSS01 Domestic violence Immigration and naturalization Public interest law and pro bono Housing Fair housing Taken from the Web Program Recorded May 12, 2026 in San FranciscoHousing for Immigrant Survivors [02:37:09]This session covers how the Violence Against Women Act and Fair Housing laws protect survivors of domestic violence from evictions and denial of housing with a special emphasis on working with immigrant clients. After completing this session, participants will be able to:Describe the protections of VAWA and fair housing laws available to survivorsRecognize illegal denial of housing to survivors, andIdentify special considerations for working with immigrant survivorsConsuelo I. Amezcua, Taylor Campion, Hilda Y. ChanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Domestic Violence and Housing: How California Laws, the Fair Housing Act, and the Violence Against Women Act Protect Survivors of Domestic Violence from Denial of Housing, Help Them Defend and Avoid Eviction, and Aid Survivors in Maintaining Safe and Stable Housing (Updated January 2026)Taylor Campion,Hilda Y. ChanFamily Violence Appellate Project Housing ResourcesTaylor CampionPresentation MaterialHousing for Immigrant Survivors (PowerPoint Slides)Consuelo I. Amezcua, Taylor Campion, Hilda Chan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466908 466908 163 G3183 1:19:16 https://www.pli.edu/programs/hot-topics-in-advertising-law/chb/441700?tCode=WTC5_RSS01 Online and traditional advertising This program addresses the myriad of advertising and marketing challenges facing brands and their marketing agencies when utilizing cutting-edge technologies and creative methods in engaging with consumers. Led by experienced faculty, the program will delve deep into the issues companies encounter while designing and executing advertising and other marketing campaigns, including the possibility of regulatory investigations and consumer class actions. Participants will gain practical insights and actionable strategies that can be applied in their daily work. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441700 441700 28 G3107 0:00:00 https://www.pli.edu/programs/hot-topics-in-advertising-law/chb/441701?tCode=WTC5_RSS01 Online and traditional advertising This program addresses the myriad of advertising and marketing challenges facing brands and their marketing agencies when utilizing cutting-edge technologies and creative methods in engaging with consumers. Led by experienced faculty, the program will delve deep into the issues companies encounter while designing and executing advertising and other marketing campaigns, including the possibility of regulatory investigations and consumer class actions. Participants will gain practical insights and actionable strategies that can be applied in their daily work. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441701 441701 257 G3107 0:00:00 https://www.pli.edu/programs/autonomous-systems/455673?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Intellectual property Autonomous vehicles Drones As autonomous technology moves from testing to commercial deployment, the legal landscape is shifting rapidly. This transition presents a "dizzying array" of possibilities but creates tension between federal and state authority, novel liability theories, and complex contracting requirements. You should attend to gain practical guidance on navigating the regulatory patchwork (NHTSA, FMCSA, OSHA, state privacy, licensing, and zoning requirements), protecting IP in crowded technology spaces, and structuring commercial agreements that properly allocate risk for autonomous performance. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455673 455673 32 G5628 6:42:03 https://www.pli.edu/programs/do-liability-in-the-low-carbon-energy-transition-litigation-trends-and-insurance-implications/460146?tCode=WTC5_RSS01 Corporate litigation Energy Insurance Directors and officers liability insurance Securities litigation The low-carbon energy transition brings tremendous change and opportunity, as well as new and evolving risks for companies and their executives. Energy and power companies of all sizes – from investor-owned utilities to clean energy startups – face unique risks including litigation from wildfires, new technologies, unhappy investors, and evolving disclosure expectations. In this one-hour session, we will examine the key director and officer (D&O) risks for energy and power companies, explore the D&O litigation landscape and current trends, and identify best practices for risk management. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460146 460146 104 G5718 1:02:46 https://www.pli.edu/programs/do-liability-in-the-low-carbon-energy-transition-litigation-trends-and-insurance-implications/464573?tCode=WTC5_RSS01 Corporate litigation Energy Insurance Directors and officers liability insurance Securities litigation The low-carbon energy transition brings tremendous change and opportunity, as well as new and evolving risks for companies and their executives. Energy and power companies of all sizes – from investor-owned utilities to clean energy startups – face unique risks including litigation from wildfires, new technologies, unhappy investors, and evolving disclosure expectations. In this one-hour session, we will examine the key director and officer (D&O) risks for energy and power companies, explore the D&O litigation landscape and current trends, and identify best practices for risk management. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464573 464573 98 G5718 1:03:27 https://www.pli.edu/programs/do-liability-in-the-low-carbon-energy-transition-litigation-trends-and-insurance-implications/464572?tCode=WTC5_RSS01 Corporate litigation Energy Insurance Directors and officers liability insurance Securities litigation The low-carbon energy transition brings tremendous change and opportunity, as well as new and evolving risks for companies and their executives. Energy and power companies of all sizes – from investor-owned utilities to clean energy startups – face unique risks including litigation from wildfires, new technologies, unhappy investors, and evolving disclosure expectations. In this one-hour session, we will examine the key director and officer (D&O) risks for energy and power companies, explore the D&O litigation landscape and current trends, and identify best practices for risk management. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464572 464572 163 G5718 1:03:27 https://www.pli.edu/programs/doing-deals/441795?tCode=WTC5_RSS01 Mergers and acquisitions What’s next after a blistering year of M&A activity in 2025? As dealmakers continue to test a more deal-friendly regulatory environment, and with AI investment and rate cuts providing ballast to M&A activity in 2025 (second highest M&A volume year on record!), there are a host of macroeconomic and geopolitical factors – wars, tariffs, interest rates, stock and financing market fluctuations, and periods of stock market volatility (in particular fears of an AI bubble) – that could create uncertainty in M&A activity. We are also seeing a significant amount of new Delaware M&A case law and legislation (including on controlling stockholders) as well as a large number of hostile and activist campaigns. These developments are among the points that will be discussed at the Doing Deals program.A prominent faculty of top outside and in-house lawyers, investors, and investment bankers will share their years of experience and teach you how best to represent your clients by creatively structuring, coordinating and managing M&A transactions. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441795 441795 32 G3095 6:11:56 https://www.pli.edu/catalog/publications/treatise/the-securities-law-of-public-finance/423115?tCode=WTC5_RSS01 Municipal finance Municipal securities Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements A thoroughgoing treatment and a valuable resource for bond lawyers, municipal officials, underwriters, broker-dealers, investment advisers, regulators, and anyone else involved in the business of financing the activities of state and local government. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 423115 423115 59 0:00:00 https://www.pli.edu/programs/corporate-whistleblowing/466871?tCode=WTC5_RSS01 Gatekeepers Internal investigations (Corporate law) Whistleblowers Taken from the Web Program Recorded May 11, 2026 in New YorkWhistleblowers’ Bar: New Trends and Perspectives [01:14:27]In this lively discussion, top whistleblower lawyers will offer expert commentary and debate hot topics based on the issues they are currently experiencing in practice. After completing this program participants will be able to:Understand the issues and clients top plaintiff’s whistleblower lawyers are now encountering in the courts and with the new regulatory team now in placeKnow how top employers’ counsel are advising companies to respond to this evolving environmentAnalyze how both whistleblowers and company counsel can best prepare and protect their clients based on these new developmentsModerator: Arian M. JuneSpeakers: Philip M. Berkowitz, Debra Katz, Jordan A. ThomasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Securities and Exchange Commission, Office of the Whistleblower, Annual Report to Congress for Fiscal Year 2025 (February 11, 2026)Michael DelikatUnderstanding Privilege in Workplace Investigations (PowerPoint slides)Philip M. BerkowitzPresentation MaterialPreparing for AI Whistleblowers – 2026 UpdateArian M. June Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466871 466871 163 G3260 1:14:27 https://www.pli.edu/programs/corporate-whistleblowing/466870?tCode=WTC5_RSS01 Gatekeepers Internal investigations (Corporate law) Whistleblowers Taken from the Web Program Recorded May 11, 2026 in New YorkWhistleblowers’ Bar: New Trends and Perspectives [01:14:27]In this lively discussion, top whistleblower lawyers will offer expert commentary and debate hot topics based on the issues they are currently experiencing in practice. After completing this program participants will be able to:Understand the issues and clients top plaintiff’s whistleblower lawyers are now encountering in the courts and with the new regulatory team now in placeKnow how top employers’ counsel are advising companies to respond to this evolving environmentAnalyze how both whistleblowers and company counsel can best prepare and protect their clients based on these new developmentsModerator: Arian M. JuneSpeakers: Philip M. Berkowitz, Debra Katz, Jordan A. ThomasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Securities and Exchange Commission, Office of the Whistleblower, Annual Report to Congress for Fiscal Year 2025 (February 11, 2026)Michael DelikatUnderstanding Privilege in Workplace Investigations (PowerPoint slides)Philip M. BerkowitzPresentation MaterialPreparing for AI Whistleblowers – 2026 UpdateArian M. June Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466870 466870 25 G3260 1:13:46 https://www.pli.edu/programs/corporate-whistleblowing/466869?tCode=WTC5_RSS01 Gatekeepers Internal investigations (Corporate law) Whistleblowers Taken from the Web Program Recorded May 11, 2026 in New YorkWhistleblowers’ Bar: New Trends and Perspectives [01:14:27]In this lively discussion, top whistleblower lawyers will offer expert commentary and debate hot topics based on the issues they are currently experiencing in practice. After completing this program participants will be able to:Understand the issues and clients top plaintiff’s whistleblower lawyers are now encountering in the courts and with the new regulatory team now in placeKnow how top employers’ counsel are advising companies to respond to this evolving environmentAnalyze how both whistleblowers and company counsel can best prepare and protect their clients based on these new developmentsModerator: Arian M. JuneSpeakers: Philip M. Berkowitz, Debra Katz, Jordan A. ThomasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Securities and Exchange Commission, Office of the Whistleblower, Annual Report to Congress for Fiscal Year 2025 (February 11, 2026)Michael DelikatUnderstanding Privilege in Workplace Investigations (PowerPoint slides)Philip M. BerkowitzPresentation MaterialPreparing for AI Whistleblowers – 2026 UpdateArian M. June Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466869 466869 98 G3260 1:14:27 https://www.pli.edu/programs/corporate-whistleblowing/466872?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Gatekeepers Internal investigations (Corporate law) Whistleblowers Taken from the Web Program Recorded May 11, 2026 in New YorkGovernment Regulator and Whistleblower Law Update [01:08:25]Panelists will provide an update on government whistleblowing bounty and anti-retaliation programs as well as related legislative and agency developments. After completing this program participants will be able to:Understand the current priorities and activities of the CFTC and FinCen whistleblower programsGrasp the contours of the DOJ’s Whistleblower Pilot ProgramUnderstand how the SEC’s whistleblower program, including bounty awards, anti-retaliation and anti-muzzling actions are being approached by the current SECAnalyze the similarities and differences between these various federal whistleblower programs and how they are being enforcedModerator: Michael DelikatSpeakers: Christopher Ehrman, Patrick Gushue, Jane Norberg, Jason ZuckermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Securities and Exchange Commission, Office of the Whistleblower, Annual Report to Congress for Fiscal Year 2025 (February 11, 2026)Michael DelikatPresentation MaterialMoney Laundering and Sanctions WhistleblowingJason ZuckermanRewards and Protections for AMLA WhistleblowingJason Zuckerman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466872 466872 98 G3260 1:08:25 https://www.pli.edu/programs/corporate-whistleblowing/466873?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Gatekeepers Internal investigations (Corporate law) Whistleblowers Taken from the Web Program Recorded May 11, 2026 in New YorkGovernment Regulator and Whistleblower Law Update [01:08:25]Panelists will provide an update on government whistleblowing bounty and anti-retaliation programs as well as related legislative and agency developments. After completing this program participants will be able to:Understand the current priorities and activities of the CFTC and FinCen whistleblower programsGrasp the contours of the DOJ’s Whistleblower Pilot ProgramUnderstand how the SEC’s whistleblower program, including bounty awards, anti-retaliation and anti-muzzling actions are being approached by the current SECAnalyze the similarities and differences between these various federal whistleblower programs and how they are being enforcedModerator: Michael DelikatSpeakers: Christopher Ehrman, Patrick Gushue, Jane Norberg, Jason ZuckermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Securities and Exchange Commission, Office of the Whistleblower, Annual Report to Congress for Fiscal Year 2025 (February 11, 2026)Michael DelikatPresentation MaterialMoney Laundering and Sanctions WhistleblowingJason ZuckermanRewards and Protections for AMLA WhistleblowingJason Zuckerman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466873 466873 25 G3260 1:07:43 https://www.pli.edu/programs/corporate-whistleblowing/466874?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Gatekeepers Internal investigations (Corporate law) Whistleblowers Taken from the Web Program Recorded May 11, 2026 in New YorkGovernment Regulator and Whistleblower Law Update [01:08:25]Panelists will provide an update on government whistleblowing bounty and anti-retaliation programs as well as related legislative and agency developments. After completing this program participants will be able to:Understand the current priorities and activities of the CFTC and FinCen whistleblower programsGrasp the contours of the DOJ’s Whistleblower Pilot ProgramUnderstand how the SEC’s whistleblower program, including bounty awards, anti-retaliation and anti-muzzling actions are being approached by the current SECAnalyze the similarities and differences between these various federal whistleblower programs and how they are being enforcedModerator: Michael DelikatSpeakers: Christopher Ehrman, Patrick Gushue, Jane Norberg, Jason ZuckermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Securities and Exchange Commission, Office of the Whistleblower, Annual Report to Congress for Fiscal Year 2025 (February 11, 2026)Michael DelikatPresentation MaterialMoney Laundering and Sanctions WhistleblowingJason ZuckermanRewards and Protections for AMLA WhistleblowingJason Zuckerman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466874 466874 163 G3260 1:08:25 https://www.pli.edu/programs/the-intersection-between-business-development-and-leadership-is-there-alignment/469854?tCode=WTC5_RSS01 Career development Attorney-client relations Interviewing, soliciting, and retaining clients Taken from the Web Program Recorded May 11, 2026 in New YorkThe Intersection Between Business Development and Leadership: Is There Alignment? [00:01:02]After completing this program, viewers will be prepared to:Evaluate themselves on the scale from legal technical expert to trusted advisor and business partner as client expectations continue to evolve and change in today’s delivery of legal services.Understand the core leadership skills that drive business developmentMake choices on how to foster business development and leadership skills while leveraging innate skills they already possessTry recommended practical business development strategiesEmbed leadership skills into business development:Improve self-awareness and use emotional regulation under pressure.Show empathy and authenticity to build trust with potential and current clients.Use listening skills to increase client knowledge and close business.Create an in-house culture of collaboration and cross-sellingBuild business development/leadership skills through targeted coaching and trainingReview a case studyAccess to follow-up resources for continued EQ development, including recommended readings and assessment optionsJeanMarie Campbell, Deborah Brightman Farone, Natalie Loeb, David Sarnoff Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469854 469854 98 G5769 1:02:23 https://www.pli.edu/programs/the-intersection-between-business-development-and-leadership-is-there-alignment/469852?tCode=WTC5_RSS01 Career development Attorney-client relations Interviewing, soliciting, and retaining clients Taken from the Web Program Recorded May 11, 2026 in New YorkThe Intersection Between Business Development and Leadership: Is There Alignment? [00:01:02]After completing this program, viewers will be prepared to:Evaluate themselves on the scale from legal technical expert to trusted advisor and business partner as client expectations continue to evolve and change in today’s delivery of legal services.Understand the core leadership skills that drive business developmentMake choices on how to foster business development and leadership skills while leveraging innate skills they already possessTry recommended practical business development strategiesEmbed leadership skills into business development:Improve self-awareness and use emotional regulation under pressure.Show empathy and authenticity to build trust with potential and current clients.Use listening skills to increase client knowledge and close business.Create an in-house culture of collaboration and cross-sellingBuild business development/leadership skills through targeted coaching and trainingReview a case studyAccess to follow-up resources for continued EQ development, including recommended readings and assessment optionsJeanMarie Campbell, Deborah Brightman Farone, Natalie Loeb, David Sarnoff Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469852 469852 163 G5769 1:02:23 https://www.pli.edu/programs/corporate-whistleblowing/466866?tCode=WTC5_RSS01 Gatekeepers Internal investigations (Corporate law) Whistleblowers Taken from the Web Program Recorded May 11, 2026 in New YorkLitigating Whistleblower Claims In A Changing Environment [01:01:00]In this panel, several of the nation’s top whistleblower litigators will review key caselaw developments, recent large jury verdicts, and how artificial intelligence (AI) is impacting whistleblowing and whistleblower litigation. After completing this program participants will be able to:Understand key strategies and themes for litigating whistleblower retaliation casesAnalyze how the US Supreme Court’s decision in Murray v. UBS Securities LLC is impacting SOX claimsGrasp the ways in which AI is changing how whistleblower claims are developed and litigatedUnderstand how new case law is impacting whistleblower litigation in federal and state courtsGrasp the extent to which the litigation focus has shifted to claims brought under State law where protected activity is more broadly defined and procedural and remedial provisions are more plaintiff friendly CIP-CEU credit for Certified Information Professionals Moderator: Steven J. PearlmanSpeakers: Sarah E. Bouchard, Thad M. Guyer, Jason ZuckermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Thad M. Guyer and Jared Lee Guyer, The Agentic Whistleblower: AI’s Transformation of Corporate Accountability and the Equality of Arms (March 20, 2026)Thad M. GuyerJason Zuckerman and Matt Stock, Zuckerman Law, Practical Law The Journal, Rewards and Protections for AMLA Whistleblowing (October 2025)Jason ZuckermanPresentation MaterialThe Agentic Whistleblower: AI's Transformation of Corporate Accountability and the Equality of ArmsThad M. Guyer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466866 466866 98 G3260 1:01:00 https://www.pli.edu/programs/corporate-whistleblowing/466867?tCode=WTC5_RSS01 Gatekeepers Internal investigations (Corporate law) Whistleblowers Taken from the Web Program Recorded May 11, 2026 in New YorkLitigating Whistleblower Claims In A Changing Environment [01:01:00]In this panel, several of the nation’s top whistleblower litigators will review key caselaw developments, recent large jury verdicts, and how artificial intelligence (AI) is impacting whistleblowing and whistleblower litigation. After completing this program participants will be able to:Understand key strategies and themes for litigating whistleblower retaliation casesAnalyze how the US Supreme Court’s decision in Murray v. UBS Securities LLC is impacting SOX claimsGrasp the ways in which AI is changing how whistleblower claims are developed and litigatedUnderstand how new case law is impacting whistleblower litigation in federal and state courtsGrasp the extent to which the litigation focus has shifted to claims brought under State law where protected activity is more broadly defined and procedural and remedial provisions are more plaintiff friendly CIP-CEU credit for Certified Information Professionals Moderator: Steven J. PearlmanSpeakers: Sarah E. Bouchard, Thad M. Guyer, Jason ZuckermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Thad M. Guyer and Jared Lee Guyer, The Agentic Whistleblower: AI’s Transformation of Corporate Accountability and the Equality of Arms (March 20, 2026)Thad M. GuyerJason Zuckerman and Matt Stock, Zuckerman Law, Practical Law The Journal, Rewards and Protections for AMLA Whistleblowing (October 2025)Jason ZuckermanPresentation MaterialThe Agentic Whistleblower: AI's Transformation of Corporate Accountability and the Equality of ArmsThad M. Guyer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466867 466867 25 G3260 1:00:18 https://www.pli.edu/programs/corporate-whistleblowing/466868?tCode=WTC5_RSS01 Gatekeepers Internal investigations (Corporate law) Whistleblowers Taken from the Web Program Recorded May 11, 2026 in New YorkLitigating Whistleblower Claims In A Changing Environment [01:01:00]In this panel, several of the nation’s top whistleblower litigators will review key caselaw developments, recent large jury verdicts, and how artificial intelligence (AI) is impacting whistleblowing and whistleblower litigation. After completing this program participants will be able to:Understand key strategies and themes for litigating whistleblower retaliation casesAnalyze how the US Supreme Court’s decision in Murray v. UBS Securities LLC is impacting SOX claimsGrasp the ways in which AI is changing how whistleblower claims are developed and litigatedUnderstand how new case law is impacting whistleblower litigation in federal and state courtsGrasp the extent to which the litigation focus has shifted to claims brought under State law where protected activity is more broadly defined and procedural and remedial provisions are more plaintiff friendly CIP-CEU credit for Certified Information Professionals Moderator: Steven J. PearlmanSpeakers: Sarah E. Bouchard, Thad M. Guyer, Jason ZuckermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Thad M. Guyer and Jared Lee Guyer, The Agentic Whistleblower: AI’s Transformation of Corporate Accountability and the Equality of Arms (March 20, 2026)Thad M. GuyerJason Zuckerman and Matt Stock, Zuckerman Law, Practical Law The Journal, Rewards and Protections for AMLA Whistleblowing (October 2025)Jason ZuckermanPresentation MaterialThe Agentic Whistleblower: AI's Transformation of Corporate Accountability and the Equality of ArmsThad M. Guyer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466868 466868 163 G3260 1:01:00 https://www.pli.edu/programs/elder-law-institute/442875?tCode=WTC5_RSS01 Elder law Health care Public interest law and pro bono PLI’s Annual Elder Law Institute focuses on key issues for attorneys and allied professionals who represent elderly clients or clients with aging parents. This year’s Institute will address the multifaceted practice of elder law, reviewing a range of aspects of aging faced by the elder law practitioner. Experienced practitioners will discuss fundamental and evolving issues such as Medicaid eligibility, Social Security benefits for seniors, assistance available to seniors with health insurance issues in New York State, collaboration with senior move managers, signs of dementia, and ethical issues that frequently arise in elder law practice.While some of the segments of the Institute will highlight New York law and practice, the legal doctrines and strategies explored by the presenters will have relevance for practitioners in other jurisdictions.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442875 442875 32 G3117 6:18:25 https://www.pli.edu/programs/what-every-company-needs-to-know-about-the-new-u.s.-cybersecurity-strategy-legal-and-strategic-perspectives/461456?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology Regulation, compliance, and enforcement (Technology) The new United States cybersecurity strategy is organized around six policy pillars that address adversary deterrence, cybersecurity regulation, federal network modernization, critical infrastructure protection, emerging technologies such as artificial intelligence, and the development of the cybersecurity workforce. Although the strategy is directed primarily at government policy, its implementation will significantly impact private sector organizations.Lawyers in private practice, in-house counsel, and other professionals are often asked to address cybersecurity issues that intersect with governance, regulatory compliance, intellectual property protection, supply chain security and integrity, and emerging technologies and innovation.This program will examine the six pillars of the United States cybersecurity strategy and translate them into strategic considerations and practice tips for professionals advising companies and their decision-makers. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461456 461456 104 G5733 1:01:01 https://www.pli.edu/programs/what-every-company-needs-to-know-about-the-new-u.s.-cybersecurity-strategy-legal-and-strategic-perspectives/464472?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology Regulation, compliance, and enforcement (Technology) The new United States cybersecurity strategy is organized around six policy pillars that address adversary deterrence, cybersecurity regulation, federal network modernization, critical infrastructure protection, emerging technologies such as artificial intelligence, and the development of the cybersecurity workforce. Although the strategy is directed primarily at government policy, its implementation will significantly impact private sector organizations.Lawyers in private practice, in-house counsel, and other professionals are often asked to address cybersecurity issues that intersect with governance, regulatory compliance, intellectual property protection, supply chain security and integrity, and emerging technologies and innovation.This program will examine the six pillars of the United States cybersecurity strategy and translate them into strategic considerations and practice tips for professionals advising companies and their decision-makers. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464472 464472 163 G5733 1:01:43 https://www.pli.edu/programs/what-every-company-needs-to-know-about-the-new-u.s.-cybersecurity-strategy-legal-and-strategic-perspectives/464473?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology Regulation, compliance, and enforcement (Technology) The new United States cybersecurity strategy is organized around six policy pillars that address adversary deterrence, cybersecurity regulation, federal network modernization, critical infrastructure protection, emerging technologies such as artificial intelligence, and the development of the cybersecurity workforce. Although the strategy is directed primarily at government policy, its implementation will significantly impact private sector organizations.Lawyers in private practice, in-house counsel, and other professionals are often asked to address cybersecurity issues that intersect with governance, regulatory compliance, intellectual property protection, supply chain security and integrity, and emerging technologies and innovation.This program will examine the six pillars of the United States cybersecurity strategy and translate them into strategic considerations and practice tips for professionals advising companies and their decision-makers. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464473 464473 98 G5733 1:01:43 https://www.pli.edu/programs/employment-discrimination-law--litigation/chb/440479?tCode=WTC5_RSS01 Employment discrimination Litigation Employment litigation Employment discrimination law continues to evolve rapidly, with significant substantive, procedural, and policy shifts shaping litigation of these claims in 2026. Practitioners face new challenges in understanding and navigating these changes to effectively represent clients.This popular, full-day event brings together leading members of the management and plaintiffs’ bars, along with experienced neutrals, to provide national perspectives on key legal developments and emerging trends. This year’s program will include an updated panel on significant state and federal cases, as well as discussion of the impact of the new Republican Administration on DEI initiatives and programs and the regulatory agencies charged with enforcing the anti-discrimination laws.  We will also cover the growing role of arbitration in resolving employment discrimination disputes. In fact, an all-new panel will examine and analyze the important differences, similarities and considerations involved in litigating cases in court vs. arbitration as practitioners in 2026 must understand these issues to successfully represent clients in both venues.  Other panels will address evolving limits on mandatory arbitration and jury waivers, as well as the expanded scope of pay equity legislation and court decisions. Finally, a panel will address disability discrimination, examining specifically damages arising out of disability claims and expert testimony used to prove or disprove them.In short, our expert faculty will provide critical updates on recent developments impacting the employment discrimination arena and attempt to predict where those trends are headed. They will not only offer their perspectives on proactively navigating these changes, but provide helpful insight on handling the litigation when it becomes necessary.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440479 440479 28 G3259 0:00:00 https://www.pli.edu/programs/employment-discrimination-law--litigation/chb/440480?tCode=WTC5_RSS01 Employment discrimination Litigation Employment litigation Employment discrimination law continues to evolve rapidly, with significant substantive, procedural, and policy shifts shaping litigation of these claims in 2026. Practitioners face new challenges in understanding and navigating these changes to effectively represent clients.This popular, full-day event brings together leading members of the management and plaintiffs’ bars, along with experienced neutrals, to provide national perspectives on key legal developments and emerging trends. This year’s program will include an updated panel on significant state and federal cases, as well as discussion of the impact of the new Republican Administration on DEI initiatives and programs and the regulatory agencies charged with enforcing the anti-discrimination laws.  We will also cover the growing role of arbitration in resolving employment discrimination disputes. In fact, an all-new panel will examine and analyze the important differences, similarities and considerations involved in litigating cases in court vs. arbitration as practitioners in 2026 must understand these issues to successfully represent clients in both venues.  Other panels will address evolving limits on mandatory arbitration and jury waivers, as well as the expanded scope of pay equity legislation and court decisions. Finally, a panel will address disability discrimination, examining specifically damages arising out of disability claims and expert testimony used to prove or disprove them.In short, our expert faculty will provide critical updates on recent developments impacting the employment discrimination arena and attempt to predict where those trends are headed. They will not only offer their perspectives on proactively navigating these changes, but provide helpful insight on handling the litigation when it becomes necessary.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440480 440480 257 G3259 0:00:00 https://www.pli.edu/catalog/publications/treatise/sports-law-a-practical-guide-to-protecting-the-interests-of-athletes/339690?tCode=WTC5_RSS01 Practice skills (Arts, entertainment, and sports) Sports Employment and labor Intellectual property IP monetization Guidance for anyone who counsels or represents athletes on topics such as name, image, and likeness (NIL); branding and IP; marketing and endorsement opportunities and contracts; investment due diligence; entity formation; estate planning, wealth preservation, and asset protection; and esports. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 339690 339690 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/sports-law-a-practical-guide-to-protecting-the-interests-of-athletes/447972?tCode=WTC5_RSS01 Practice skills (Arts, entertainment, and sports) Sports Employment and labor Intellectual property IP monetization Guidance for anyone who counsels or represents athletes on topics such as name, image, and likeness (NIL); branding and IP; marketing and endorsement opportunities and contracts; investment due diligence; entity formation; estate planning, wealth preservation, and asset protection; and esports. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447972 447972 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/beyond-the-courtroom-proven-strategies-from-the-legal-field-for-leadership-emotional-intelligence-and-well-being-in-the-modern-workplace/447833?tCode=WTC5_RSS01 Professional development Career development Communication skills (Career development) Leadership skills (Career development) Attorney wellness A practical, evidence based leadership book that translates the lessons, pressures, and interpersonal dynamics of legal practice into universal strategies for stronger leadership, management, emotional intelligence, communication, and well being across all professions. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447833 447833 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/beyond-the-courtroom-proven-strategies-from-the-legal-field-for-leadership-emotional-intelligence-and-well-being-in-the-modern-workplace/461160?tCode=WTC5_RSS01 Professional development Career development Communication skills (Career development) Leadership skills (Career development) Attorney wellness Beyond the Courtroom is a practical, evidence based leadership book that translates the lessons, pressures, and interpersonal dynamics of legal practice into universal strategies for stronger leadership, management, emotional intelligence, communication, and well being across all professions. The book also addresses professional identity formation and cross-cultural competency, aligning with new ABA standards for law schools that emphasize the values, guiding principles, and interpersonal challenges of modern legal practice. Each chapter provides readers with Key Takeaways and Action Items to make learning immediately actionable and each section concludes with case studies and facilitation guides for group discussion and enrichment. Drawing from the authors’ popular Coach’s Counsel monthly column in the PLI Chronicle, the book uses storytelling, concise frameworks, actionable tools, and immediately usable practices to help readers build confidence and competence in human centered leadership skills. Each chapter blends engaging real-life scenarios—drawn from legal industry challenges such as conflict, communication breakdowns, generational friction, and feedback avoidance—with research based frameworks that make complex ideas accessible and actionable. Readers are offered clear “what to do” guidance, reflective exercises, checklists, scripts, and facilitation guides, positioning the book as a reusable field manual rather than a one time read. These implementation ready tools support individual growth while also serving law firms, corporate teams, and professional development leaders seeking ready made learning modules.Beyond the Courtroom addresses the real pain points that emerge once technical expertise is no longer enough—helping professionals lead teams through high stakes matters, communicate with clarity, manage burnout, navigate conflict, and build trust in fast moving, high pressure environments. Grounded in decades of coaching and industry experience, the book equips readers with repeatable practices for setting expectations, giving effective feedback, managing energy, and reducing avoidable stress. As AI and automation shift the nature of professional work, the book argues that human skills—communication, empathy, collaboration, and trust building—have become the defining differentiators of effective leadership today. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461160 461160 111 0:00:00 https://www.pli.edu/programs/the-more-things-change-2025-key-insurance-coverage-developments--trends/460194?tCode=WTC5_RSS01 Insurance Casualty insurance Property insurance Insurance litigation This one-hour program will address the most consequential insurance coverage rulings of the past year, along with identification of trends and related claims strategies, to assist corporate policyholders, risk managers, and in-house counsel with existing and future claims and policy renewals. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460194 460194 104 G5706 1:00:22 https://www.pli.edu/programs/the-more-things-change-2025-key-insurance-coverage-developments--trends/464419?tCode=WTC5_RSS01 Insurance Casualty insurance Property insurance Insurance litigation This one-hour program will address the most consequential insurance coverage rulings of the past year, along with identification of trends and related claims strategies, to assist corporate policyholders, risk managers, and in-house counsel with existing and future claims and policy renewals. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464419 464419 98 G5706 1:01:04 https://www.pli.edu/programs/the-more-things-change-2025-key-insurance-coverage-developments--trends/464418?tCode=WTC5_RSS01 Insurance Casualty insurance Property insurance Insurance litigation This one-hour program will address the most consequential insurance coverage rulings of the past year, along with identification of trends and related claims strategies, to assist corporate policyholders, risk managers, and in-house counsel with existing and future claims and policy renewals. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464418 464418 163 G5706 1:01:04 https://www.pli.edu/programs/institute-on-securities-regulation-in-europe/441641?tCode=WTC5_RSS01 Corporate law Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) PLI’s 25th Annual Institute on Securities Regulation in Europe delivers a focused, practical look at how U.S. securities law is applied across the UK and EU. Learn directly from leading practitioners, in-house counsel, and government regulators as they unpack the latest developments in global capital markets activity and enforcement—and translate them into clear, actionable guidance for companies and financial institutions across Europe, the U.S., and beyond. Designed for corporate and securities lawyers, in-house counsel, financial professionals, and senior leaders navigating cross-border deals, private equity, and shareholder activism, this essential program tackles the issues you’re likely to face every day. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441641 441641 32 G3126 10:32:15 https://www.pli.edu/programs/supply-chain-agreements-manufacturing-trade-wars-and-covid-19/442245?tCode=WTC5_RSS01 Corporate law Corporate contracts Global supply chains are under unprecedented pressure due to military conflict, trade wars, tariffs, and economic volatility. The recent Supreme Court determination of the validity of the International Emergency Economic Powers Act (IEEPA) and the resulting fallout has provided more questions than answers. For legal advisors to manufacturing companies, mitigating risk and ensuring contract resilience is more critical than ever. Recent international trade developments show that companies can no longer assume that they can count on stable and low tariffs, even when trading with countries with free trade agreements, like the United States-Mexico-Canada Agreement (USMCA).  Expecting, planning for, and mitigating against risks will be critical focal points for successful manufacturers. Attorneys practicing in the space must not only understand their own clients’ business models, but we must also grasp how shifting market forces determine the necessity of certain provisions and the contracting parties’ respective abilities to perform.  This essential program, led by Vanessa L. Miller of Foley & Lardner, will provide practical guidance and valuable instruction on the most pressing and difficult issues facing parties to supply chain agreements as well as stakeholders in enterprises being impacted by breaches and terminations of these agreements   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442245 442245 32 G4089 3:12:13 https://www.pli.edu/catalog/publications/treatise/directors-and-officers-liability-current-law-recent-developments-emerging-issues/138293?tCode=WTC5_RSS01 Corporate governance Board of directors Public companies Directors and officers liability insurance A comprehensive guide to the duties of public company directors and officers, including penalties and protections. Covers current law, recent changes, and emerging areas such as contested M&As, cyber breaches, pharma/biotech issues, cryptocurrency and ICOs, sexual harassment, and climate change. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 138293 138293 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/directors-and-officers-liability-current-law-recent-developments-emerging-issues/423114?tCode=WTC5_RSS01 Corporate governance Board of directors Public companies Directors and officers liability insurance A comprehensive guide to the duties of public company directors and officers, including penalties and protections. Covers current law, recent changes, and emerging areas such as contested M&As, cyber breaches, pharma/biotech issues, cryptocurrency and ICOs, sexual harassment, and climate change. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 423114 423114 59 0:00:00 https://www.pli.edu/programs/how-to-prepare-an-initial-public-offering/444496?tCode=WTC5_RSS01 Corporate finance Initial public offerings Valuations (Corporate finance) Practice skills (Securities and other financial products) Securities offerings In almost any market, understanding the initial public offering process is an essential skill for both legal and business advisors. Hear from an experienced faculty, including attorneys, underwriters, and accountants, on the key elements of an IPO. The speakers will guide you through the offering process and highlight issues presented by new regulations and the current state of the market. They will discuss specific fact patterns that arise during the IPO process and how to practically address them. Each session will feature audience interaction. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444496 444496 32 G3096 6:21:33 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/441274?tCode=WTC5_RSS01 Joint ventures (Corporate law) Tax Partnership tax Tax planning and strategy This three-day program has been designed to ensure that all attendees – from beginners to experts – will benefit. The first two days will present a logical and comprehensive study of the framework and many important intricacies of Subchapter K, an area of the tax law that many believe can be understood only in its totality. The third day will focus on timely advanced and specialized topics, such as the new partnership audit rules and international joint venture issues, and the application of partnership taxation to specific industries, including hedge funds and private equity funds. Throughout this intensive program, emphasis will be given to legislative, regulatory, and judicial developments in Subchapter K, as well as important partnership transactions, controversies, and trends. The faculty will consist of some of the world’s leading experts and senior government officials with special expertise in the transactional aspects of structuring partnerships, joint ventures and other strategic alliances, both domestic and foreign. Many of the faculty have significant teaching experience and will adopt an approach designed to enable attendees to progress rapidly from an elementary understanding of the rules to the most sophisticated and current transactional issues. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441274 441274 32 G3154 0:38:50 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/441278?tCode=WTC5_RSS01 Joint ventures (Corporate law) Tax Partnership tax Tax planning and strategy This three-day program has been designed to ensure that all attendees – from beginners to experts – will benefit. The first two days will present a logical and comprehensive study of the framework and many important intricacies of Subchapter K, an area of the tax law that many believe can be understood only in its totality. The third day will focus on timely advanced and specialized topics, such as the new partnership audit rules and international joint venture issues, and the application of partnership taxation to specific industries, including hedge funds and private equity funds. Throughout this intensive program, emphasis will be given to legislative, regulatory, and judicial developments in Subchapter K, as well as important partnership transactions, controversies, and trends. The faculty will consist of some of the world’s leading experts and senior government officials with special expertise in the transactional aspects of structuring partnerships, joint ventures and other strategic alliances, both domestic and foreign. Many of the faculty have significant teaching experience and will adopt an approach designed to enable attendees to progress rapidly from an elementary understanding of the rules to the most sophisticated and current transactional issues. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441278 441278 32 G3154 0:30:48 https://www.pli.edu/programs/pessimism-is-for-lawyering.-optimism-is-for-leadership.-attorneys-can-learn-both/459868?tCode=WTC5_RSS01 Law practice management Leadership skills (Career development) This PLI Studio Briefing explores how attorneys can intentionally flex between pessimism and optimism, applying each where it adds the most value. Drawing on emotional intelligence and positive psychology, the session examines how leaders’ thinking patterns, emotional responses, communication habits, stress management, and time management practices directly shape team performance, work product quality, and workplace culture.Participants will examine how pessimistic explanatory styles often reinforced through legal training—can surface in feedback conversations, delegation, performance reviews, and daily interactions, sometimes increasing stress, confusion, and rework. The program then focuses on how developing emotional intelligence and optimistic leadership behaviors allows attorneys to maintain high standards while creating clarity, psychological safety, and sustainable performance.Using real-world examples from law firms and legal departments, this briefing translates research-backed concepts into practical leadership behaviors, including communicating expectations clearly, managing time and priorities under pressure, regulating stress responses, giving and receiving feedback that builds trust, and leading teams effectively through uncertainty and competing demands.PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459868 459868 32 G5716 1:03:03 https://www.pli.edu/programs/how-lawyers-and-paralegals-can-build-a-feedback-culture-to-minimize-conflict-and-maximize-performance/459863?tCode=WTC5_RSS01 Career development Leadership skills (Career development) This workshop will help paralegals and attorneys gain concrete, day-to-day ideas for building stronger working relationships with attorneys and staff.Learning to give and receive feedback professionally reduces tension with supervising attorneys, other paralegals, and support staff helping you to build a healthy feedback culture. A healthy feedback culture will build your confidence when you must delegate with clarity, reduce misunderstandings, and improve trust.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459863 459863 32 G5713 1:04:29 https://www.pli.edu/programs/school-law-institute/466813?tCode=WTC5_RSS01 Education Special education Public interest law and pro bono Taken from the Web Program Recorded May 8, 2026 in New YorkLanguage Access in School Communities [01:15:59]This interactive presentation will examine the Legal Services NYC settlement with the New York City Department of Education in Garcia v. NYC DOE, 19 CV 3342 (ST), which strengthens language access for parents with limited English proficiency (LEP). Through case background, participant engagement, and real-world examples, the session will unpack the legal, policy, and practical implications of the agreement for families in New York City while also discussing changes in national policy on language access, and practice tips for advocating nationally. After completing this session, participants will be able to:Understand the legal framework underpinning language access, including title VI of the Civil Rights Act, IDEA, the Equal Educational Opportunities Act, and local laws and regulations, as well as recent changes to the DOE Office of Civil Rights and national policy, such as Executive Order 14,224Review legal arguments used in Garcia v. NYC DOE for claims on behalf of parents denied timely interpretation and translation during critical interactionsFocus on specific reforms required by the settlement in Garcia v. NYC DOE and approaches to implementation including collaboration and community engagementAssess other state and local language access laws to understand the broader policy landscapeConsider practice tips for pursuing complaints for denial of language access servicesM’Ral Broodie-Stewart, Kate DiVasto, Tara FosterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Improving Language Access for LEP Parents: Lessons Learned from Litigation & Settlement and the Future of Language JusticeKatherine DiVasto,Tara Foster,M’Ral Broodie-StewartComplaint and Jury Demand, Garcia, et al. v. Carranza, Civ. No. 19-3342 (E.D.N.Y. 2019)Katherine DiVasto,Tara Foster,M’Ral Broodie-StewartStipulation and Order of Settlement, Garcia, et al. v. Aviles-Ramos, No. 19 CV 3342 (ST) (E.D.N.Y. 2025)Katherine DiVasto,Tara Foster,M’Ral Broodie-StewartSample Advocate Letter, Re: Interpretation-TranslationKatherine DiVasto,Tara Foster,M’Ral Broodie-StewartSample Pro Se Letter, Re: Interpretation-TranslationKatherine DiVasto,Tara Foster,M’Ral Broodie-StewartPresentation Material4. Language Access in School Communities (PowerPoint Slides)M'Ral S Broodie-Stewart, Katherine DiVasto, Tara Foster Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466813 466813 98 G3122 1:15:59 https://www.pli.edu/programs/school-law-institute/466814?tCode=WTC5_RSS01 Education Special education Public interest law and pro bono Taken from the Web Program Recorded May 8, 2026 in New YorkLanguage Access in School Communities [01:15:59]This interactive presentation will examine the Legal Services NYC settlement with the New York City Department of Education in Garcia v. NYC DOE, 19 CV 3342 (ST), which strengthens language access for parents with limited English proficiency (LEP). Through case background, participant engagement, and real-world examples, the session will unpack the legal, policy, and practical implications of the agreement for families in New York City while also discussing changes in national policy on language access, and practice tips for advocating nationally. After completing this session, participants will be able to:Understand the legal framework underpinning language access, including title VI of the Civil Rights Act, IDEA, the Equal Educational Opportunities Act, and local laws and regulations, as well as recent changes to the DOE Office of Civil Rights and national policy, such as Executive Order 14,224Review legal arguments used in Garcia v. NYC DOE for claims on behalf of parents denied timely interpretation and translation during critical interactionsFocus on specific reforms required by the settlement in Garcia v. NYC DOE and approaches to implementation including collaboration and community engagementAssess other state and local language access laws to understand the broader policy landscapeConsider practice tips for pursuing complaints for denial of language access servicesM’Ral Broodie-Stewart, Kate DiVasto, Tara FosterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Improving Language Access for LEP Parents: Lessons Learned from Litigation & Settlement and the Future of Language JusticeKatherine DiVasto,Tara Foster,M’Ral Broodie-StewartComplaint and Jury Demand, Garcia, et al. v. Carranza, Civ. No. 19-3342 (E.D.N.Y. 2019)Katherine DiVasto,Tara Foster,M’Ral Broodie-StewartStipulation and Order of Settlement, Garcia, et al. v. Aviles-Ramos, No. 19 CV 3342 (ST) (E.D.N.Y. 2025)Katherine DiVasto,Tara Foster,M’Ral Broodie-StewartSample Advocate Letter, Re: Interpretation-TranslationKatherine DiVasto,Tara Foster,M’Ral Broodie-StewartSample Pro Se Letter, Re: Interpretation-TranslationKatherine DiVasto,Tara Foster,M’Ral Broodie-StewartPresentation Material4. Language Access in School Communities (PowerPoint Slides)M'Ral S Broodie-Stewart, Katherine DiVasto, Tara Foster Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466814 466814 25 G3122 1:15:18 https://www.pli.edu/programs/school-law-institute/466815?tCode=WTC5_RSS01 Education Special education Public interest law and pro bono Taken from the Web Program Recorded May 8, 2026 in New YorkLanguage Access in School Communities [01:15:59]This interactive presentation will examine the Legal Services NYC settlement with the New York City Department of Education in Garcia v. NYC DOE, 19 CV 3342 (ST), which strengthens language access for parents with limited English proficiency (LEP). Through case background, participant engagement, and real-world examples, the session will unpack the legal, policy, and practical implications of the agreement for families in New York City while also discussing changes in national policy on language access, and practice tips for advocating nationally. After completing this session, participants will be able to:Understand the legal framework underpinning language access, including title VI of the Civil Rights Act, IDEA, the Equal Educational Opportunities Act, and local laws and regulations, as well as recent changes to the DOE Office of Civil Rights and national policy, such as Executive Order 14,224Review legal arguments used in Garcia v. NYC DOE for claims on behalf of parents denied timely interpretation and translation during critical interactionsFocus on specific reforms required by the settlement in Garcia v. NYC DOE and approaches to implementation including collaboration and community engagementAssess other state and local language access laws to understand the broader policy landscapeConsider practice tips for pursuing complaints for denial of language access servicesM’Ral Broodie-Stewart, Kate DiVasto, Tara FosterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Improving Language Access for LEP Parents: Lessons Learned from Litigation & Settlement and the Future of Language JusticeKatherine DiVasto,Tara Foster,M’Ral Broodie-StewartComplaint and Jury Demand, Garcia, et al. v. Carranza, Civ. No. 19-3342 (E.D.N.Y. 2019)Katherine DiVasto,Tara Foster,M’Ral Broodie-StewartStipulation and Order of Settlement, Garcia, et al. v. Aviles-Ramos, No. 19 CV 3342 (ST) (E.D.N.Y. 2025)Katherine DiVasto,Tara Foster,M’Ral Broodie-StewartSample Advocate Letter, Re: Interpretation-TranslationKatherine DiVasto,Tara Foster,M’Ral Broodie-StewartSample Pro Se Letter, Re: Interpretation-TranslationKatherine DiVasto,Tara Foster,M’Ral Broodie-StewartPresentation Material4. Language Access in School Communities (PowerPoint Slides)M'Ral S Broodie-Stewart, Katherine DiVasto, Tara Foster Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466815 466815 163 G3122 1:15:59 https://www.pli.edu/programs/school-law-institute/466819?tCode=WTC5_RSS01 Education Special education Litigation Public interest law and pro bono Taken from the Web Program Recorded May 8, 2026 in New YorkSchool Case Law Update [01:15:16]This session will provide an overview and analysis of recent case law developments. After completing this session, participants will be able to:Focus on recent legal developments concerning special educationReview judicial decisions and federal policy developments related to:Individuals with Disabilities Education Act (IDEA)Section 504 of the Rehabilitation ActConsider the import of recent decisions for students, families, and schoolsWilliam M. MeyerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Meyer, Cynthia Sheps and Daniel Morgenroth, The Law Offices of Regina Skyer and Associates, L.L.P., Special Education Law: The Year in Review 2025 (February 2026)William M. MeyerPresentation Material2. Special Education Law: The Year In Review 2025 (PowerPoint Slides)William M. Meyer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466819 466819 98 G3122 1:15:16 https://www.pli.edu/programs/school-law-institute/466820?tCode=WTC5_RSS01 Education Special education Litigation Public interest law and pro bono Taken from the Web Program Recorded May 8, 2026 in New YorkSchool Case Law Update [01:15:16]This session will provide an overview and analysis of recent case law developments. After completing this session, participants will be able to:Focus on recent legal developments concerning special educationReview judicial decisions and federal policy developments related to:Individuals with Disabilities Education Act (IDEA)Section 504 of the Rehabilitation ActConsider the import of recent decisions for students, families, and schoolsWilliam M. MeyerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Meyer, Cynthia Sheps and Daniel Morgenroth, The Law Offices of Regina Skyer and Associates, L.L.P., Special Education Law: The Year in Review 2025 (February 2026)William M. MeyerPresentation Material2. Special Education Law: The Year In Review 2025 (PowerPoint Slides)William M. Meyer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466820 466820 25 G3122 1:14:35 https://www.pli.edu/programs/school-law-institute/466821?tCode=WTC5_RSS01 Education Special education Litigation Public interest law and pro bono Taken from the Web Program Recorded May 8, 2026 in New YorkSchool Case Law Update [01:15:16]This session will provide an overview and analysis of recent case law developments. After completing this session, participants will be able to:Focus on recent legal developments concerning special educationReview judicial decisions and federal policy developments related to:Individuals with Disabilities Education Act (IDEA)Section 504 of the Rehabilitation ActConsider the import of recent decisions for students, families, and schoolsWilliam M. MeyerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:William M. Meyer, Cynthia Sheps and Daniel Morgenroth, The Law Offices of Regina Skyer and Associates, L.L.P., Special Education Law: The Year in Review 2025 (February 2026)William M. MeyerPresentation Material2. Special Education Law: The Year In Review 2025 (PowerPoint Slides)William M. Meyer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466821 466821 163 G3122 1:15:16 https://www.pli.edu/programs/school-law-institute/466822?tCode=WTC5_RSS01 Education Special education Public interest law and pro bono Taken from the Web Program Recorded May 8, 2026 in New YorkUnderstanding Dyslexia and Dyslexia Laws: Implications for Special Education Dispute Resolution [01:15:23]Dyslexia is a specific learning disability that affects word-level reading and spelling and has become a focal point of education policy and litigation across the United States. Over the past decade, nearly all states have enacted dyslexia-related statutes, shaping how students are identified, supported, and served within general and special education systems. This session also examines how federal courts have interpreted these laws and IDEA requirements in dyslexia-related disputes. After completing this session, participants will be able to:Understand the core characteristics of dyslexia and how it is defined within research and lawDescribe how dyslexia affects students’ educational experiences and the challenges that may arise in school settingsExplain the evolving landscape of dyslexia-related laws and federal legal requirements, including IDEAAnalyze trends in federal case law involving dyslexia, including eligibility determinations, instructional disputes, and free appropriate public education (FAPE) findingsModerator: Jesse Cole CutlerSpeaker: Elizabeth Zagata, Ph.D.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Legal Issues Around Dyslexia, Excerpted from: Guide to Special Education Law (Second Edition)Elizabeth ZagataPresentation Material1. Understanding Dyslexia & Dyslexia Laws: Implications for Special Education Dispute Resolution (PowerPoint Slides)Elizabeth Zagata, Ph.D.Handout: WestEd Perspectives, Legislating Literacy at the State Level: Six Considerations for Supporting Students With DisabilitiesElizabeth Zagata, Ph.D. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466822 466822 98 G3122 1:15:23 https://www.pli.edu/programs/school-law-institute/466824?tCode=WTC5_RSS01 Education Special education Public interest law and pro bono Taken from the Web Program Recorded May 8, 2026 in New YorkUnderstanding Dyslexia and Dyslexia Laws: Implications for Special Education Dispute Resolution [01:15:23]Dyslexia is a specific learning disability that affects word-level reading and spelling and has become a focal point of education policy and litigation across the United States. Over the past decade, nearly all states have enacted dyslexia-related statutes, shaping how students are identified, supported, and served within general and special education systems. This session also examines how federal courts have interpreted these laws and IDEA requirements in dyslexia-related disputes. After completing this session, participants will be able to:Understand the core characteristics of dyslexia and how it is defined within research and lawDescribe how dyslexia affects students’ educational experiences and the challenges that may arise in school settingsExplain the evolving landscape of dyslexia-related laws and federal legal requirements, including IDEAAnalyze trends in federal case law involving dyslexia, including eligibility determinations, instructional disputes, and free appropriate public education (FAPE) findingsModerator: Jesse Cole CutlerSpeaker: Elizabeth Zagata, Ph.D.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Legal Issues Around Dyslexia, Excerpted from: Guide to Special Education Law (Second Edition)Elizabeth ZagataPresentation Material1. Understanding Dyslexia & Dyslexia Laws: Implications for Special Education Dispute Resolution (PowerPoint Slides)Elizabeth Zagata, Ph.D.Handout: WestEd Perspectives, Legislating Literacy at the State Level: Six Considerations for Supporting Students With DisabilitiesElizabeth Zagata, Ph.D. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466824 466824 163 G3122 1:15:23 https://www.pli.edu/programs/school-law-institute/466823?tCode=WTC5_RSS01 Education Special education Public interest law and pro bono Taken from the Web Program Recorded May 8, 2026 in New YorkUnderstanding Dyslexia and Dyslexia Laws: Implications for Special Education Dispute Resolution [01:15:23]Dyslexia is a specific learning disability that affects word-level reading and spelling and has become a focal point of education policy and litigation across the United States. Over the past decade, nearly all states have enacted dyslexia-related statutes, shaping how students are identified, supported, and served within general and special education systems. This session also examines how federal courts have interpreted these laws and IDEA requirements in dyslexia-related disputes. After completing this session, participants will be able to:Understand the core characteristics of dyslexia and how it is defined within research and lawDescribe how dyslexia affects students’ educational experiences and the challenges that may arise in school settingsExplain the evolving landscape of dyslexia-related laws and federal legal requirements, including IDEAAnalyze trends in federal case law involving dyslexia, including eligibility determinations, instructional disputes, and free appropriate public education (FAPE) findingsModerator: Jesse Cole CutlerSpeaker: Elizabeth Zagata, Ph.D.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Legal Issues Around Dyslexia, Excerpted from: Guide to Special Education Law (Second Edition)Elizabeth ZagataPresentation Material1. Understanding Dyslexia & Dyslexia Laws: Implications for Special Education Dispute Resolution (PowerPoint Slides)Elizabeth Zagata, Ph.D.Handout: WestEd Perspectives, Legislating Literacy at the State Level: Six Considerations for Supporting Students With DisabilitiesElizabeth Zagata, Ph.D. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466823 466823 25 G3122 1:14:42 https://www.pli.edu/programs/school-law-institute/466816?tCode=WTC5_RSS01 Education Special education Public interest law and pro bono Taken from the Web Program Recorded May 8, 2026 in New YorkSpecial Education: Navigating Pendency [01:16:07]This session examines the IDEA’s pendency (“stay-put”) provision, a critical safeguard that shapes nearly every special education dispute. Although the provision has remained largely unchanged since the IDEA’s enactment, it continues to generate confusion, inconsistent interpretation, and significant practical challenges for families, school districts, and practitioners. The presentation will trace the history and purpose of pendency, explain how courts identify a student’s “then-current educational placement”, and clarify common misconceptions about the scope and limits of the provision. It will also address unresolved and emerging issues, including the duration of pendency, implementation challenges during student transitions, the role of private schools, and the impact of state-level policy decisions. Where New York or the Second Circuit have not addressed these issues, this session will highlight how other jurisdictions have resolved them. After completing this session, participants will be able to:Understand the history, purpose, and statutory framework of the IDEA’s pendency provisionIdentify how courts determine a student’s “then-current educational placement”, including the distinction between programmatic and location-specific changesRecognize common misconceptions about pendency and its limitsAnalyze key exceptions, unresolved issues, and practical implementation challengesAssess how state-level policy discussions and system-wide changes may affect pendency rightsProf. Blakely SimoneauThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating Pendency: Challenges, Misconceptions, and Unresolved Issues (February 2026)Blakely SimoneauPresentation Material3. Navigating Pendency: Challenges, Misconceptions, & Unresolved Issues (PowerPoint Slides)Blakely Simoneau Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466816 466816 98 G3122 1:16:07 https://www.pli.edu/programs/school-law-institute/466817?tCode=WTC5_RSS01 Education Special education Public interest law and pro bono Taken from the Web Program Recorded May 8, 2026 in New YorkSpecial Education: Navigating Pendency [01:16:07]This session examines the IDEA’s pendency (“stay-put”) provision, a critical safeguard that shapes nearly every special education dispute. Although the provision has remained largely unchanged since the IDEA’s enactment, it continues to generate confusion, inconsistent interpretation, and significant practical challenges for families, school districts, and practitioners. The presentation will trace the history and purpose of pendency, explain how courts identify a student’s “then-current educational placement”, and clarify common misconceptions about the scope and limits of the provision. It will also address unresolved and emerging issues, including the duration of pendency, implementation challenges during student transitions, the role of private schools, and the impact of state-level policy decisions. Where New York or the Second Circuit have not addressed these issues, this session will highlight how other jurisdictions have resolved them. After completing this session, participants will be able to:Understand the history, purpose, and statutory framework of the IDEA’s pendency provisionIdentify how courts determine a student’s “then-current educational placement”, including the distinction between programmatic and location-specific changesRecognize common misconceptions about pendency and its limitsAnalyze key exceptions, unresolved issues, and practical implementation challengesAssess how state-level policy discussions and system-wide changes may affect pendency rightsProf. Blakely SimoneauThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating Pendency: Challenges, Misconceptions, and Unresolved Issues (February 2026)Blakely SimoneauPresentation Material3. Navigating Pendency: Challenges, Misconceptions, & Unresolved Issues (PowerPoint Slides)Blakely Simoneau Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466817 466817 25 G3122 1:15:25 https://www.pli.edu/programs/school-law-institute/466818?tCode=WTC5_RSS01 Education Special education Public interest law and pro bono Taken from the Web Program Recorded May 8, 2026 in New YorkSpecial Education: Navigating Pendency [01:16:07]This session examines the IDEA’s pendency (“stay-put”) provision, a critical safeguard that shapes nearly every special education dispute. Although the provision has remained largely unchanged since the IDEA’s enactment, it continues to generate confusion, inconsistent interpretation, and significant practical challenges for families, school districts, and practitioners. The presentation will trace the history and purpose of pendency, explain how courts identify a student’s “then-current educational placement”, and clarify common misconceptions about the scope and limits of the provision. It will also address unresolved and emerging issues, including the duration of pendency, implementation challenges during student transitions, the role of private schools, and the impact of state-level policy decisions. Where New York or the Second Circuit have not addressed these issues, this session will highlight how other jurisdictions have resolved them. After completing this session, participants will be able to:Understand the history, purpose, and statutory framework of the IDEA’s pendency provisionIdentify how courts determine a student’s “then-current educational placement”, including the distinction between programmatic and location-specific changesRecognize common misconceptions about pendency and its limitsAnalyze key exceptions, unresolved issues, and practical implementation challengesAssess how state-level policy discussions and system-wide changes may affect pendency rightsProf. Blakely SimoneauThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating Pendency: Challenges, Misconceptions, and Unresolved Issues (February 2026)Blakely SimoneauPresentation Material3. Navigating Pendency: Challenges, Misconceptions, & Unresolved Issues (PowerPoint Slides)Blakely Simoneau Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466818 466818 163 G3122 1:16:07 https://www.pli.edu/programs/school-law-institute/466812?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Professional conduct Public interest law and pro bono Artificial intelligence Taken from the Web Program Recorded May 8, 2026 in New YorkEthical Responsibilities of Lawyers and the Intersection With AI: School Law Institute Edition [01:15:59]This session will address ethical issues and how they relate to AI. After completing this session participants will be able to:Focus on sources of ethical guidanceIdentify how the use of AI can implicate professional responsibilities of lawyersReview the lawyer’s responsibility to protect client confidences and how that intersects with using AIConsider ethical obligations regarding supervision, the lawyer’s duty to verify AI-generated content, and moreIAPP Privacy credit for Privacy Professionals  Ciarra A. Chavarria, Victoria L. GoodlofThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Generative Artificial Intelligence (GAI) and Attorney ConductCiarra A. Chavarria,Victoria L. GoodlofThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2024-5: Ethical Obligations of Lawyers and Law Firms Relating to the Use of Generative Artificial Intelligence in the Practice of LawCiarra A. Chavarria,Victoria L. GoodlofThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2025-6: Ethical Issues Affecting Use of AI to Record, Transcribe, and Summarize Conversations with ClientsCiarra A. Chavarria,Victoria L. GoodlofPresentation Material5. Ethical Responsibilities of Lawyers and the Intersection With AI (PowerPoint Slides)Ciarra A. Chavarria, Victoria L. Goodlof Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466812 466812 163 G3122 1:15:59 https://www.pli.edu/programs/school-law-institute/466811?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Professional conduct Public interest law and pro bono Artificial intelligence Taken from the Web Program Recorded May 8, 2026 in New YorkEthical Responsibilities of Lawyers and the Intersection With AI: School Law Institute Edition [01:15:59]This session will address ethical issues and how they relate to AI. After completing this session participants will be able to:Focus on sources of ethical guidanceIdentify how the use of AI can implicate professional responsibilities of lawyersReview the lawyer’s responsibility to protect client confidences and how that intersects with using AIConsider ethical obligations regarding supervision, the lawyer’s duty to verify AI-generated content, and moreIAPP Privacy credit for Privacy Professionals  Ciarra A. Chavarria, Victoria L. GoodlofThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Generative Artificial Intelligence (GAI) and Attorney ConductCiarra A. Chavarria,Victoria L. GoodlofThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2024-5: Ethical Obligations of Lawyers and Law Firms Relating to the Use of Generative Artificial Intelligence in the Practice of LawCiarra A. Chavarria,Victoria L. GoodlofThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2025-6: Ethical Issues Affecting Use of AI to Record, Transcribe, and Summarize Conversations with ClientsCiarra A. Chavarria,Victoria L. GoodlofPresentation Material5. Ethical Responsibilities of Lawyers and the Intersection With AI (PowerPoint Slides)Ciarra A. Chavarria, Victoria L. Goodlof Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466811 466811 25 G3122 1:15:18 https://www.pli.edu/programs/school-law-institute/466810?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Professional conduct Public interest law and pro bono Artificial intelligence Taken from the Web Program Recorded May 8, 2026 in New YorkEthical Responsibilities of Lawyers and the Intersection With AI: School Law Institute Edition [01:15:59]This session will address ethical issues and how they relate to AI. After completing this session participants will be able to:Focus on sources of ethical guidanceIdentify how the use of AI can implicate professional responsibilities of lawyersReview the lawyer’s responsibility to protect client confidences and how that intersects with using AIConsider ethical obligations regarding supervision, the lawyer’s duty to verify AI-generated content, and moreIAPP Privacy credit for Privacy Professionals  Ciarra A. Chavarria, Victoria L. GoodlofThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Generative Artificial Intelligence (GAI) and Attorney ConductCiarra A. Chavarria,Victoria L. GoodlofThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2024-5: Ethical Obligations of Lawyers and Law Firms Relating to the Use of Generative Artificial Intelligence in the Practice of LawCiarra A. Chavarria,Victoria L. GoodlofThe New York City Bar Association, Committee on Professional Ethics, Formal Opinion 2025-6: Ethical Issues Affecting Use of AI to Record, Transcribe, and Summarize Conversations with ClientsCiarra A. Chavarria,Victoria L. GoodlofPresentation Material5. Ethical Responsibilities of Lawyers and the Intersection With AI (PowerPoint Slides)Ciarra A. Chavarria, Victoria L. Goodlof Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466810 466810 98 G3122 1:15:59 https://www.pli.edu/programs/data-law/466690?tCode=WTC5_RSS01 Technology litigation Artificial intelligence Taken from the Web Program Recorded May 7, 2026 in New YorkEmerging Data and AI Litigation Issues [01:02:32]This session will review emerging AI litigation. This session will provide a practical overview of the most active and emerging claims (IP infringement, privacy and data misuse, bias and discrimination, consumer protection, product liability, securities and governance claims), including how courts are beginning to treat training data, outputs, and algorithmic decision-making. After completing this session, participants will have a greater understanding of:Active areas and emerging claimsCurrent litigation updateBest practices for lawyers in the current litigation environmentShannon Yavorsky (Panel Leader), Kai Falkenberg, Katherine B. Forrest, Laura InglePresentation MaterialSegment PPT: Emerging Data and AI Litigation IssuesKai Falkenberg, Katherine B. Forrest, Laura Ingle, Shannon YavorskySegment Handout: LinkedIn v. hiQ (9th Cir. April 18, 2022)Segment Handout:Mobley v. Workday (N.D. Cal. July 12, 2024)Segment Handout: US v Heppner (S.D.N.Y. Feb. 17, 2026) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466690 466690 25 G4454 1:02:33 https://www.pli.edu/programs/data-law/466689?tCode=WTC5_RSS01 Technology litigation Artificial intelligence Taken from the Web Program Recorded May 7, 2026 in New YorkEmerging Data and AI Litigation Issues [01:02:32]This session will review emerging AI litigation. This session will provide a practical overview of the most active and emerging claims (IP infringement, privacy and data misuse, bias and discrimination, consumer protection, product liability, securities and governance claims), including how courts are beginning to treat training data, outputs, and algorithmic decision-making. After completing this session, participants will have a greater understanding of:Active areas and emerging claimsCurrent litigation updateBest practices for lawyers in the current litigation environmentShannon Yavorsky (Panel Leader), Kai Falkenberg, Katherine B. Forrest, Laura InglePresentation MaterialSegment PPT: Emerging Data and AI Litigation IssuesKai Falkenberg, Katherine B. Forrest, Laura Ingle, Shannon YavorskySegment Handout: LinkedIn v. hiQ (9th Cir. April 18, 2022)Segment Handout:Mobley v. Workday (N.D. Cal. July 12, 2024)Segment Handout: US v Heppner (S.D.N.Y. Feb. 17, 2026) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466689 466689 98 G4454 1:03:14 https://www.pli.edu/programs/data-law/466691?tCode=WTC5_RSS01 Technology litigation Artificial intelligence Taken from the Web Program Recorded May 7, 2026 in New YorkEmerging Data and AI Litigation Issues [01:02:32]This session will review emerging AI litigation. This session will provide a practical overview of the most active and emerging claims (IP infringement, privacy and data misuse, bias and discrimination, consumer protection, product liability, securities and governance claims), including how courts are beginning to treat training data, outputs, and algorithmic decision-making. After completing this session, participants will have a greater understanding of:Active areas and emerging claimsCurrent litigation updateBest practices for lawyers in the current litigation environmentShannon Yavorsky (Panel Leader), Kai Falkenberg, Katherine B. Forrest, Laura InglePresentation MaterialSegment PPT: Emerging Data and AI Litigation IssuesKai Falkenberg, Katherine B. Forrest, Laura Ingle, Shannon YavorskySegment Handout: LinkedIn v. hiQ (9th Cir. April 18, 2022)Segment Handout:Mobley v. Workday (N.D. Cal. July 12, 2024)Segment Handout: US v Heppner (S.D.N.Y. Feb. 17, 2026) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466691 466691 163 G4454 1:03:14 https://www.pli.edu/programs/data-law/466683?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Intellectual property Technology Artificial intelligence Taken from the Web Program Recorded May 7, 2026 in New YorkData and AI: Commercialization, Monetization, and Licensing [01:04:16]This session will review issues related to data commercialization, monetization and licensing. After completing this session, participants will have a greater understanding of:Ensuring rights in third-party data when it will be repurposedIntegrating data from multiple sourcesCommercializationNotice and consentCurrent issues with DeepfakesThe “Decision Rights” Data Licensing ModelDriving data sets after divestitureNavigating state lawsWilliam Tanenbaum (Panel Leader), Beatrice Botti, Fran Phillips TaftPresentation MaterialSegment Handout: FTC Takes Action Against Match and OkCupid for Deceiving Users by Sharing Personal Data with Third PartySegment Handout: Take It Down Act Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466683 466683 98 G4454 1:04:16 https://www.pli.edu/programs/data-law/466685?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Intellectual property Technology Artificial intelligence Taken from the Web Program Recorded May 7, 2026 in New YorkData and AI: Commercialization, Monetization, and Licensing [01:04:16]This session will review issues related to data commercialization, monetization and licensing. After completing this session, participants will have a greater understanding of:Ensuring rights in third-party data when it will be repurposedIntegrating data from multiple sourcesCommercializationNotice and consentCurrent issues with DeepfakesThe “Decision Rights” Data Licensing ModelDriving data sets after divestitureNavigating state lawsWilliam Tanenbaum (Panel Leader), Beatrice Botti, Fran Phillips TaftPresentation MaterialSegment Handout: FTC Takes Action Against Match and OkCupid for Deceiving Users by Sharing Personal Data with Third PartySegment Handout: Take It Down Act Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466685 466685 163 G4454 1:04:16 https://www.pli.edu/programs/data-law/466684?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Intellectual property Technology Artificial intelligence Taken from the Web Program Recorded May 7, 2026 in New YorkData and AI: Commercialization, Monetization, and Licensing [01:04:16]This session will review issues related to data commercialization, monetization and licensing. After completing this session, participants will have a greater understanding of:Ensuring rights in third-party data when it will be repurposedIntegrating data from multiple sourcesCommercializationNotice and consentCurrent issues with DeepfakesThe “Decision Rights” Data Licensing ModelDriving data sets after divestitureNavigating state lawsWilliam Tanenbaum (Panel Leader), Beatrice Botti, Fran Phillips TaftPresentation MaterialSegment Handout: FTC Takes Action Against Match and OkCupid for Deceiving Users by Sharing Personal Data with Third PartySegment Handout: Take It Down Act Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466684 466684 25 G4454 1:03:35 https://www.pli.edu/programs/data-law/466692?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Intellectual property Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 7, 2026 in New YorkData and AI Regulatory Update [01:03:17]This session will examine the most recent regulatory developments related to data and AI. After completing this session, participants will gain a deeper understanding of:Regulatory updates: US, EU and globallyEU Digital Omnibus Act ProposalRegulatory enforcement actionsBest practices for lawyers in the current regulatory environmentShannon Yavorsky (Panel Leader), Nishat Ruiter, Eve SaltmanPresentation MaterialSegment PPT: Data and AI Regulatory UpdateNishat Ruiter, Eve Saltman, Shannon YavorskySegment Handout: Orrick Insights, AI Law Center: February/March 2026 UpdatesSegment Handout: Orrick Insights,The EU AI Act 6: Steps to Take Before 2 August 2026 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466692 466692 98 G4454 1:03:17 https://www.pli.edu/programs/data-law/466694?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Intellectual property Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 7, 2026 in New YorkData and AI Regulatory Update [01:03:17]This session will examine the most recent regulatory developments related to data and AI. After completing this session, participants will gain a deeper understanding of:Regulatory updates: US, EU and globallyEU Digital Omnibus Act ProposalRegulatory enforcement actionsBest practices for lawyers in the current regulatory environmentShannon Yavorsky (Panel Leader), Nishat Ruiter, Eve SaltmanPresentation MaterialSegment PPT: Data and AI Regulatory UpdateNishat Ruiter, Eve Saltman, Shannon YavorskySegment Handout: Orrick Insights, AI Law Center: February/March 2026 UpdatesSegment Handout: Orrick Insights,The EU AI Act 6: Steps to Take Before 2 August 2026 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466694 466694 163 G4454 1:03:17 https://www.pli.edu/programs/data-law/466693?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Intellectual property Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 7, 2026 in New YorkData and AI Regulatory Update [01:03:17]This session will examine the most recent regulatory developments related to data and AI. After completing this session, participants will gain a deeper understanding of:Regulatory updates: US, EU and globallyEU Digital Omnibus Act ProposalRegulatory enforcement actionsBest practices for lawyers in the current regulatory environmentShannon Yavorsky (Panel Leader), Nishat Ruiter, Eve SaltmanPresentation MaterialSegment PPT: Data and AI Regulatory UpdateNishat Ruiter, Eve Saltman, Shannon YavorskySegment Handout: Orrick Insights, AI Law Center: February/March 2026 UpdatesSegment Handout: Orrick Insights,The EU AI Act 6: Steps to Take Before 2 August 2026 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466693 466693 25 G4454 1:02:36 https://www.pli.edu/programs/data-law/466686?tCode=WTC5_RSS01 Data security Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Taken from the Web Program Recorded May 7, 2026 in New YorkNational Security and the Current Geopolitical Landscape – Data and AI in a World With More Friction [00:59:44]This session will review the current geopolitical landscape and national security issues related to data. After completing this session, participants will have a greater understanding of:Cross-border issuesCritical infrastructure and resilienceBulk data and technology transfersSovereign AICybersecurity intersectionsInsurance coverage issuesPublic/private partnershipsKaren E. Silverman (Panel Leader), Anthony Ford, Alejandro MosqueraPresentation MaterialSegment PPT: National Security and the Current Geopolitical Landscape – Data and AI in a World With More FrictionAnthony Ford, Alejandro Mosquera, Karen E. SilvermanSegment Handout: DOJ, Data Security Program: Compliance GuideSegment Handout: Link to HAI, AI Sovereignty's Definitional Dilemma Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466686 466686 98 G4454 0:59:44 https://www.pli.edu/programs/data-law/466687?tCode=WTC5_RSS01 Data security Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Taken from the Web Program Recorded May 7, 2026 in New YorkNational Security and the Current Geopolitical Landscape – Data and AI in a World With More Friction [00:59:44]This session will review the current geopolitical landscape and national security issues related to data. After completing this session, participants will have a greater understanding of:Cross-border issuesCritical infrastructure and resilienceBulk data and technology transfersSovereign AICybersecurity intersectionsInsurance coverage issuesPublic/private partnershipsKaren E. Silverman (Panel Leader), Anthony Ford, Alejandro MosqueraPresentation MaterialSegment PPT: National Security and the Current Geopolitical Landscape – Data and AI in a World With More FrictionAnthony Ford, Alejandro Mosquera, Karen E. SilvermanSegment Handout: DOJ, Data Security Program: Compliance GuideSegment Handout: Link to HAI, AI Sovereignty's Definitional Dilemma Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466687 466687 25 G4454 0:59:03 https://www.pli.edu/programs/data-law/466688?tCode=WTC5_RSS01 Data security Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Taken from the Web Program Recorded May 7, 2026 in New YorkNational Security and the Current Geopolitical Landscape – Data and AI in a World With More Friction [00:59:44]This session will review the current geopolitical landscape and national security issues related to data. After completing this session, participants will have a greater understanding of:Cross-border issuesCritical infrastructure and resilienceBulk data and technology transfersSovereign AICybersecurity intersectionsInsurance coverage issuesPublic/private partnershipsKaren E. Silverman (Panel Leader), Anthony Ford, Alejandro MosqueraPresentation MaterialSegment PPT: National Security and the Current Geopolitical Landscape – Data and AI in a World With More FrictionAnthony Ford, Alejandro Mosquera, Karen E. SilvermanSegment Handout: DOJ, Data Security Program: Compliance GuideSegment Handout: Link to HAI, AI Sovereignty's Definitional Dilemma Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466688 466688 163 G4454 0:59:44 https://www.pli.edu/programs/data-law/466680?tCode=WTC5_RSS01 Risk allocation Information privacy (Cybersecurity and data protection) Intellectual property Technology Artificial intelligence Taken from the Web Program Recorded May 7, 2026 in New YorkAllocating Risk in Generative and Agentic AI: Data, Contracts, and Liability [01:01:43]This session will review categories of risk posed by generative and agentic AI systems, with a focus on data use, risk allocation, contracting strategies, and liability issues arising from real-world deployment. After completing this session, participants will gain a deeper understanding of:                       Risk allocation and liability frameworksContracting strategies and limits of indemnities for AI, technology, and data use agreementsGovernance, controls, and performance standards for agentic AIData sourcing and classification issuesEmerging legal and operational questionsWilliam A. Tanenbaum (Panel Leader), Amir R. Ghavi, Stas ZakharenkoPresentation MaterialSegment PPT: Allocating Risk in Generative and Agentic AI: Data, Contracts, and LiabilityAmir R. Ghavi, William A. Tanenbaum, Stas ZakharenkoSegment Handout: Link to Microsoft Community Hub, Apps on Azure BlogSegment Handout: Amazon v. Perplexity (N.D. Cal. March 9, 2026) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466680 466680 98 G4454 1:01:43 https://www.pli.edu/programs/data-law/466682?tCode=WTC5_RSS01 Risk allocation Information privacy (Cybersecurity and data protection) Intellectual property Technology Artificial intelligence Taken from the Web Program Recorded May 7, 2026 in New YorkAllocating Risk in Generative and Agentic AI: Data, Contracts, and Liability [01:01:43]This session will review categories of risk posed by generative and agentic AI systems, with a focus on data use, risk allocation, contracting strategies, and liability issues arising from real-world deployment. After completing this session, participants will gain a deeper understanding of:                       Risk allocation and liability frameworksContracting strategies and limits of indemnities for AI, technology, and data use agreementsGovernance, controls, and performance standards for agentic AIData sourcing and classification issuesEmerging legal and operational questionsWilliam A. Tanenbaum (Panel Leader), Amir R. Ghavi, Stas ZakharenkoPresentation MaterialSegment PPT: Allocating Risk in Generative and Agentic AI: Data, Contracts, and LiabilityAmir R. Ghavi, William A. Tanenbaum, Stas ZakharenkoSegment Handout: Link to Microsoft Community Hub, Apps on Azure BlogSegment Handout: Amazon v. Perplexity (N.D. Cal. March 9, 2026) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466682 466682 163 G4454 1:01:43 https://www.pli.edu/programs/data-law/466681?tCode=WTC5_RSS01 Risk allocation Information privacy (Cybersecurity and data protection) Intellectual property Technology Artificial intelligence Taken from the Web Program Recorded May 7, 2026 in New YorkAllocating Risk in Generative and Agentic AI: Data, Contracts, and Liability [01:01:43]This session will review categories of risk posed by generative and agentic AI systems, with a focus on data use, risk allocation, contracting strategies, and liability issues arising from real-world deployment. After completing this session, participants will gain a deeper understanding of:                       Risk allocation and liability frameworksContracting strategies and limits of indemnities for AI, technology, and data use agreementsGovernance, controls, and performance standards for agentic AIData sourcing and classification issuesEmerging legal and operational questionsWilliam A. Tanenbaum (Panel Leader), Amir R. Ghavi, Stas ZakharenkoPresentation MaterialSegment PPT: Allocating Risk in Generative and Agentic AI: Data, Contracts, and LiabilityAmir R. Ghavi, William A. Tanenbaum, Stas ZakharenkoSegment Handout: Link to Microsoft Community Hub, Apps on Azure BlogSegment Handout: Amazon v. Perplexity (N.D. Cal. March 9, 2026) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466681 466681 25 G4454 1:01:02 https://www.pli.edu/programs/data-law/466697?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Intellectual property Technology Artificial intelligence Taken from the Web Program Recorded May 7, 2026 in New YorkData and the Current State of AI Technology [01:06:46]This session will ground the program with a review of the current and near-future state of data governance, AI and related technology updates and emerging legal issues. After completing this session, participants will have a greater understanding of data and AI in the following areas:FoundationsMythsUse casesAI infrastructure AI personas/synthetic contentOpportunities and risksRecent developments and emerging legal issues Commercial issuesNear-future expectationsKaren E. Silverman (Panel Leader), Liz Grennan William A. Tanenbaum, Shannon YavorskyPresentation MaterialSegment PPT: Data and the Current State of AI TechnologyLiz Grennan, Karen E. Silverman, William A. Tanenbaum, Shannon YavorskySegment Handout: Data:Laying the GroundworkKaren E. Silverman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466697 466697 163 G4454 1:06:46 https://www.pli.edu/programs/data-law/466695?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Intellectual property Technology Artificial intelligence Taken from the Web Program Recorded May 7, 2026 in New YorkData and the Current State of AI Technology [01:06:46]This session will ground the program with a review of the current and near-future state of data governance, AI and related technology updates and emerging legal issues. After completing this session, participants will have a greater understanding of data and AI in the following areas:FoundationsMythsUse casesAI infrastructure AI personas/synthetic contentOpportunities and risksRecent developments and emerging legal issues Commercial issuesNear-future expectationsKaren E. Silverman (Panel Leader), Liz Grennan William A. Tanenbaum, Shannon YavorskyPresentation MaterialSegment PPT: Data and the Current State of AI TechnologyLiz Grennan, Karen E. Silverman, William A. Tanenbaum, Shannon YavorskySegment Handout: Data:Laying the GroundworkKaren E. Silverman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466695 466695 98 G4454 1:06:46 https://www.pli.edu/programs/data-law/466696?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Intellectual property Technology Artificial intelligence Taken from the Web Program Recorded May 7, 2026 in New YorkData and the Current State of AI Technology [01:06:46]This session will ground the program with a review of the current and near-future state of data governance, AI and related technology updates and emerging legal issues. After completing this session, participants will have a greater understanding of data and AI in the following areas:FoundationsMythsUse casesAI infrastructure AI personas/synthetic contentOpportunities and risksRecent developments and emerging legal issues Commercial issuesNear-future expectationsKaren E. Silverman (Panel Leader), Liz Grennan William A. Tanenbaum, Shannon YavorskyPresentation MaterialSegment PPT: Data and the Current State of AI TechnologyLiz Grennan, Karen E. Silverman, William A. Tanenbaum, Shannon YavorskySegment Handout: Data:Laying the GroundworkKaren E. Silverman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466696 466696 25 G4454 1:06:05 https://www.pli.edu/programs/disruptive-innovation-in-law-what-leading-business-thinkers-would-tell-legal-leaders-about-the-future-of-practice/460452?tCode=WTC5_RSS01 Professional development Technology The legal profession knows it is facing disruption, but most discussions stay at the surface, cataloguing new technologies without offering frameworks for understanding what is actually happening and why. This session takes a different approach. Drawing on innovation theories from leading business thinkers, including Clayton Christensen’s Innovator’s Dilemma and Jobs to Be Done theory, Hamilton Helmer’s 7 Powers, and William Baumol’s work on cost disease, this briefing adapts ideas that have reshaped industries from technology to healthcare and applies them directly to the business of law. Participants will gain new language and frameworks for diagnosing disruption in legal markets, understanding why traditional law firm structures are particularly vulnerable, and thinking strategically about how to lead through what comes next. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460452 460452 104 G5723 1:00:59 https://www.pli.edu/programs/disruptive-innovation-in-law-what-leading-business-thinkers-would-tell-legal-leaders-about-the-future-of-practice/464246?tCode=WTC5_RSS01 Professional development Technology The legal profession knows it is facing disruption, but most discussions stay at the surface, cataloguing new technologies without offering frameworks for understanding what is actually happening and why. This session takes a different approach. Drawing on innovation theories from leading business thinkers, including Clayton Christensen’s Innovator’s Dilemma and Jobs to Be Done theory, Hamilton Helmer’s 7 Powers, and William Baumol’s work on cost disease, this briefing adapts ideas that have reshaped industries from technology to healthcare and applies them directly to the business of law. Participants will gain new language and frameworks for diagnosing disruption in legal markets, understanding why traditional law firm structures are particularly vulnerable, and thinking strategically about how to lead through what comes next. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464246 464246 98 G5723 1:01:41 https://www.pli.edu/programs/disruptive-innovation-in-law-what-leading-business-thinkers-would-tell-legal-leaders-about-the-future-of-practice/464245?tCode=WTC5_RSS01 Professional development Technology The legal profession knows it is facing disruption, but most discussions stay at the surface, cataloguing new technologies without offering frameworks for understanding what is actually happening and why. This session takes a different approach. Drawing on innovation theories from leading business thinkers, including Clayton Christensen’s Innovator’s Dilemma and Jobs to Be Done theory, Hamilton Helmer’s 7 Powers, and William Baumol’s work on cost disease, this briefing adapts ideas that have reshaped industries from technology to healthcare and applies them directly to the business of law. Participants will gain new language and frameworks for diagnosing disruption in legal markets, understanding why traditional law firm structures are particularly vulnerable, and thinking strategically about how to lead through what comes next. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464245 464245 163 G5723 1:01:41 https://www.pli.edu/programs/the-ownership-gap-unlocking-initiative-in-junior-lawyers/458824?tCode=WTC5_RSS01 Professional development Career development Leadership skills (Career development) Attorney wellness Senior lawyers want associates who do more than check the boxes. They want team members who see the whole matter, anticipate issues, exercise judgment, and take responsibility for outcomes. Instead, many leaders see junior lawyers as doing exactly what they are asked, and no more. From the associate perspective, this is deeply frustrating; they are already working at full capacity, responding quickly, and putting in long hours, yet they still hear they need to “take more ownership.”The best lawyers understand that ownership is not about maximizing hours. It is about shifting from a task mindset to an ownership mindset—that is, from executing assignments to taking responsibility for what truly moves the matter forward. But this is easier said than done.In this one-hour briefing, Ben Sachs, a law professor, consultant, and author of the best-selling management book for lawyers, “All Rise: Practical Tools for Building High-Performance Legal Teams,” will unpack ambiguous concepts of ownership into a concrete toolkit to deliver more value without burning out. Drawing on behavioral science and examples from law and business, this session will provide specific tips for accelerating one’s ownership and give supervising lawyers tools for encouraging ownership in others. This is the roadmap for teams to deliver best-in-class work, maximize engagement, and sustain a happier, high-performance culture. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458824 458824 104 G5695 1:01:53 https://www.pli.edu/programs/the-ownership-gap-unlocking-initiative-in-junior-lawyers/464248?tCode=WTC5_RSS01 Professional development Career development Leadership skills (Career development) Attorney wellness Senior lawyers want associates who do more than check the boxes. They want team members who see the whole matter, anticipate issues, exercise judgment, and take responsibility for outcomes. Instead, many leaders see junior lawyers as doing exactly what they are asked, and no more. From the associate perspective, this is deeply frustrating; they are already working at full capacity, responding quickly, and putting in long hours, yet they still hear they need to “take more ownership.”The best lawyers understand that ownership is not about maximizing hours. It is about shifting from a task mindset to an ownership mindset—that is, from executing assignments to taking responsibility for what truly moves the matter forward. But this is easier said than done.In this one-hour briefing, Ben Sachs, a law professor, consultant, and author of the best-selling management book for lawyers, “All Rise: Practical Tools for Building High-Performance Legal Teams,” will unpack ambiguous concepts of ownership into a concrete toolkit to deliver more value without burning out. Drawing on behavioral science and examples from law and business, this session will provide specific tips for accelerating one’s ownership and give supervising lawyers tools for encouraging ownership in others. This is the roadmap for teams to deliver best-in-class work, maximize engagement, and sustain a happier, high-performance culture. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464248 464248 163 G5695 1:02:34 https://www.pli.edu/programs/the-ownership-gap-unlocking-initiative-in-junior-lawyers/464247?tCode=WTC5_RSS01 Professional development Career development Leadership skills (Career development) Attorney wellness Senior lawyers want associates who do more than check the boxes. They want team members who see the whole matter, anticipate issues, exercise judgment, and take responsibility for outcomes. Instead, many leaders see junior lawyers as doing exactly what they are asked, and no more. From the associate perspective, this is deeply frustrating; they are already working at full capacity, responding quickly, and putting in long hours, yet they still hear they need to “take more ownership.”The best lawyers understand that ownership is not about maximizing hours. It is about shifting from a task mindset to an ownership mindset—that is, from executing assignments to taking responsibility for what truly moves the matter forward. But this is easier said than done.In this one-hour briefing, Ben Sachs, a law professor, consultant, and author of the best-selling management book for lawyers, “All Rise: Practical Tools for Building High-Performance Legal Teams,” will unpack ambiguous concepts of ownership into a concrete toolkit to deliver more value without burning out. Drawing on behavioral science and examples from law and business, this session will provide specific tips for accelerating one’s ownership and give supervising lawyers tools for encouraging ownership in others. This is the roadmap for teams to deliver best-in-class work, maximize engagement, and sustain a happier, high-performance culture. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464247 464247 98 G5695 1:02:34 https://www.pli.edu/programs/the-spac-life-cycle-business-legal-and-accounting-considerations-forum/443347?tCode=WTC5_RSS01 Accounting and financial reporting Initial public offerings Mergers and acquisitions Private companies Securities and other financial products This program provides a comprehensive discussion of special purpose acquisition companies (“SPACs”). Faculty will focus on current developments in the SPAC market along with key business, legal, SEC reporting, and accounting developments that impact each phase of the SPAC’s finite, fast-paced life cycle. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443347 443347 210 G4290 6:15:19 https://www.pli.edu/programs/patent-office-exam-course-online/457883?tCode=WTC5_RSS01 The Patent Office Registration Exam is now computer-based and on-demand. But it is still the same grueling, leave-no-stone-unturned test of knowledge that it’s always been. And they’ve been more aggressive, testing new topics (and some old topics - e.g., Patent Cooperation Treaty) more rigorously.PLI’s Patent Office Registration Exam Course is still the best way to prepare to ace the test. When your future is riding on the results, you need a course that delivers. That’s what PLI has been doing for YEARS longer than ANYONE else.In clear, concise, right-to-the-point language, this information-packed course leads you through the intricacies - and around the traps - of the Patent Office Exam. You’ll get the hard facts, test-taking tips, sample questions and answers, and intense practice exams that mirror what you’re going to face when you sit down to take the real thing. Our PatWare® software almost exactly predicted the current format of the Exam by many years. PatWare® has now been expanded, updated and Web-connected to play an even more critical and informative role in your preparation.Whether you choose to attend a live course or study at home, from the very first hour of the course you’ll benefit from our Exam-focused approach. There’s just one reason this is the essential PTO Exam resource: It is simply the most user-friendly, comprehensive, in-depth, authoritative, interactive and Exam-focused course available today.Order your course now, even if you’re going to attend a live course later on. Advance preparation is key.Make the comparison. The choice is clear.Ask any other bar review course whether they can match PLI:PLI teaches to the test. We focus exclusively on the subjects and strategies you need to ace the Exam. Other courses sidetrack you with general coverage of patent law.Our first-of-its-kind software, PatWare®, predicted and tracks the new computer-based format of the Exam. It has always been included in your course price. It’s loaded with all the past Exam questions that are still relevant, updated to reflect the current law, AND with new questions our experienced faculty have written to test the new rules. Plus, an electronic MPEP that works like the one on the Exam.PLI offers more live courses every year than anyone else.We offer the entire course via homestudy online.Learn from the top experts in the country. John White - our academic director, course designer and chief lecturer - has been teaching to the Exam for over 20 years. The Patent Office itself hired John White to teach its Patent Law and Evidence Course to its Examiners.Students get a tuition discount on any full course from PLI.PLI’s pre-course video tutorial covers the basics of U.S. patent law and procedure for anyone who needs it.Get answers from faculty members to your specific Exam questions, right up to the test.Our registrants can take advantage of a 50% discount on PLI’s benchmark publication, How to Write a Patent Application, plus a $350 discount certificate to use on a future PLI course.Most other courses don’t come from companies with the history and wealth of patent resources that PLI offers. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457883 457883 160 G3697 14:00:00 https://www.pli.edu/catalog/publications/treatise/practitioners-deskbook-on-evidence/417864?tCode=WTC5_RSS01 Litigation Evidence Jury Trial Witnesses Written for litigators, Practitioner’s Deskbook on Evidence provides a comprehensive analysis of the law of evidence and its intricate practice through numerous examples from famous trials, film, and fiction, and “lessons" from these trials. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 417864 417864 59 0:00:00 https://www.pli.edu/programs/crypto-law/chb/444244?tCode=WTC5_RSS01 Cybersecurity and data protection Intellectual property Technology Cryptocurrencies The cryptocurrency (“cypto”) industry is experiencing record adoption and growing interest from traditional finance, technology, and AI market participants, all in the face of an expected sea change in US regulatory posture and the accelerating pace of new international regulatory regimes. Thought-leaders across the crypto industry will come together to discuss legal trends, predictions, and best practices. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444244 444244 28 G3786 0:00:00 https://www.pli.edu/programs/crypto-law/chb/444245?tCode=WTC5_RSS01 Cybersecurity and data protection Intellectual property Technology Cryptocurrencies The cryptocurrency (“cypto”) industry is experiencing record adoption and growing interest from traditional finance, technology, and AI market participants, all in the face of an expected sea change in US regulatory posture and the accelerating pace of new international regulatory regimes. Thought-leaders across the crypto industry will come together to discuss legal trends, predictions, and best practices. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444245 444245 257 G3786 0:00:00 https://www.pli.edu/programs/bankruptcy--reorganizations/chb/441756?tCode=WTC5_RSS01 Bankruptcy and restructuring Debt restructuring Chapter 11 Join us to hear from industry leaders and judges on the latest market trends, regulatory shifts, and legislative updates affecting bankruptcy and reorganization. Enhance your knowledge in bankruptcy, restructuring, and insolvency as we examine advanced liability management transactions, disputed financing matters, cross-border insolvency issues, and effective Chapter 15 strategies. Additionally, acquire guidance on addressing valuation disputes, mass tort liabilities, and the intricacies of plan negotiations, while learning best practices for protecting creditors and interested parties and optimizing value and recoveries. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441756 441756 257 G3102 0:00:00 https://www.pli.edu/catalog/publications/treatise/schwartz-on-section-1983-law-and-commentary/293922?tCode=WTC5_RSS01 Litigation Civil rights litigation Section 1983 litigation (Civil rights litigation) Municipal liability Organized to follow the progression of Section 1983 litigation, the discussions provide practitioners with the guidance they need to successfully deal with all aspects of litigation, as well as the author’s insightful observations from his years of practice in the law of Section 1983. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 293922 293922 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/schwartz-on-section-1983-law-and-commentary/330224?tCode=WTC5_RSS01 Litigation Civil rights litigation Section 1983 litigation (Civil rights litigation) Municipal liability Professor Emeritus of Law Martin A. Schwartz, a leading expert on Section 1983 litigation, examines the essential aspects of the law in Schwartz on Section 1983. Organized to follow the progression of Section 1983 litigation, the discussions provide practitioners with the guidance they need to successfully deal with all aspects of litigation. In the “Practical Commentary” found throughout, the author shares personal observations from over 50 years of litigating, consulting, teaching, and writing about the law of Section 1983, as well as advice through each step of litigation, including in whether to assert a claim in federal or state court; whether to name an official in her personal or official capacity; evaluating false arrest, malicious prosecution, and other related claims; the standard of judicial review governing the plaintiff’s equal protection claim and its significance; whether a claim has factual or legal basis or a realistic chance of success to name a municipal entity as a defendant; the separate issues of supervisory liability and municipal liability; and the law governing remedies. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 330224 330224 111 0:00:00 https://www.pli.edu/programs/understanding-the-securities-laws/chb/441515?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) This two-day program is tailored to provide an introduction of the U.S. securities laws and the fundamentals of securities laws practice, as well as to give pragmatic guidance for securities lawyers practicing in today’s public and private securities markets. Our faculty of experts will not only dive into the Securities Act of 1933 and the Securities Exchange Act of 1934 but will address the regulatory basis for the governing rules and balance the discussion with real-world best practices. Panels will also discuss issues related to SEC reporting, regulatory changes and rule proposals, and how the securities laws apply to mergers, acquisitions, and other corporate transactions.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441515 441515 28 G3236 0:00:00 https://www.pli.edu/programs/understanding-the-securities-laws/chb/441516?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) This two-day program is tailored to provide an introduction of the U.S. securities laws and the fundamentals of securities laws practice, as well as to give pragmatic guidance for securities lawyers practicing in today’s public and private securities markets. Our faculty of experts will not only dive into the Securities Act of 1933 and the Securities Exchange Act of 1934 but will address the regulatory basis for the governing rules and balance the discussion with real-world best practices. Panels will also discuss issues related to SEC reporting, regulatory changes and rule proposals, and how the securities laws apply to mergers, acquisitions, and other corporate transactions.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441516 441516 257 G3236 0:00:00 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466509?tCode=WTC5_RSS01 Recruitment and hiring (Employment and labor) Diversity, inclusion, and elimination of bias Practice skills (Ethics and professional responsibility) Professional conduct Diversity, inclusion, and elimination of bias in law practice Taken from the Web Program Recorded May 6, 2026 in ChicagoDiversity and Inclusion in the Legal Profession [01:03:31]After completing this session, participants will be able to:Recognize implicit biases, preferences, assumptions, and expectationsUnderstand how we come to think about others, make judgments of people and situations, and otherwise think and behave in ways that are potentially influenced by biasLearn how biases can be exacerbated and ameliorated via web conferencesDiscover how to advance recruitment, retention, leadership, and service deliveryKori S. Carew, Chipo C. Nyambuya**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Pathways to Inclusive Legal Profession (Substantive Outline)Chipo C. NyambuyaPathways to Inclusive Legal Profession (PowerPoint slides)Chipo C. NyambuyaPresentation MaterialPathways to Inclusive Legal ProfessionKori S. Carew, Chipo C. Nyambuya Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466509 466509 25 G3118 1:03:31 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466507?tCode=WTC5_RSS01 Recruitment and hiring (Employment and labor) Diversity, inclusion, and elimination of bias Practice skills (Ethics and professional responsibility) Professional conduct Diversity, inclusion, and elimination of bias in law practice Taken from the Web Program Recorded May 6, 2026 in ChicagoDiversity and Inclusion in the Legal Profession [01:03:31]After completing this session, participants will be able to:Recognize implicit biases, preferences, assumptions, and expectationsUnderstand how we come to think about others, make judgments of people and situations, and otherwise think and behave in ways that are potentially influenced by biasLearn how biases can be exacerbated and ameliorated via web conferencesDiscover how to advance recruitment, retention, leadership, and service deliveryKori S. Carew, Chipo C. Nyambuya**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Pathways to Inclusive Legal Profession (Substantive Outline)Chipo C. NyambuyaPathways to Inclusive Legal Profession (PowerPoint slides)Chipo C. NyambuyaPresentation MaterialPathways to Inclusive Legal ProfessionKori S. Carew, Chipo C. Nyambuya Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466507 466507 163 G3118 1:04:13 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466508?tCode=WTC5_RSS01 Recruitment and hiring (Employment and labor) Diversity, inclusion, and elimination of bias Practice skills (Ethics and professional responsibility) Professional conduct Diversity, inclusion, and elimination of bias in law practice Taken from the Web Program Recorded May 6, 2026 in ChicagoDiversity and Inclusion in the Legal Profession [01:03:31]After completing this session, participants will be able to:Recognize implicit biases, preferences, assumptions, and expectationsUnderstand how we come to think about others, make judgments of people and situations, and otherwise think and behave in ways that are potentially influenced by biasLearn how biases can be exacerbated and ameliorated via web conferencesDiscover how to advance recruitment, retention, leadership, and service deliveryKori S. Carew, Chipo C. Nyambuya**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Pathways to Inclusive Legal Profession (Substantive Outline)Chipo C. NyambuyaPathways to Inclusive Legal Profession (PowerPoint slides)Chipo C. NyambuyaPresentation MaterialPathways to Inclusive Legal ProfessionKori S. Carew, Chipo C. Nyambuya Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466508 466508 98 G3118 1:04:13 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466503?tCode=WTC5_RSS01 Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Professional conduct Regulation, compliance, and enforcement (Ethics and professional responsibility) Professional development Taken from the Web Program Recorded May 6, 2026 in ChicagoLegal Ethics and Public Interest [01:02:01]After completing this session, participants will be able to:Maintain professional standards while advocating for the public interestNavigate personal interest conflicts relating to work on behalf of the public interestEffectively balance the lawyer’s own interests with those of the lawyer’s clientsMeriel R. Coleman, Scott A. KozlovThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Amended Findings of Fact, Conclusions of Law and Order of Discipline, North Carolina State Bar v. Nifong, No. 06 DHC 35 (July 24, 2007)Meriel R. Coleman,Scott A. KozlovSynopsis of Review Board Report and Recommendation, In re Mark A. Shlifka, Commission No. 2023PR00076 (October 2025)Meriel R. Coleman,Scott A. KozlovSlip Opinion, Medina Cty. Bar Assn. v. Hall, No. 2026-Ohio-629 (January 2026)Meriel R. Coleman,Scott A. KozlovPetition to Impose Discipline on Consent Pursuant to Supreme Court Rule 762(b), In the Matter of: Jason Lawrence Spangehl, Commission No. 2024PR00074 (Ill. 2025)Meriel R. Coleman,Scott A. KozlovNotice of Reprimand, In the Matter of Gittleman, Case No. 24-22-GA (September 4, 2025)Meriel R. Coleman,Scott A. KozlovPresentation MaterialLegal Ethics and Public Interest/Public ServiceMeriel R. Coleman, Scott A. Kozlov Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466503 466503 25 G3118 1:02:02 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466502?tCode=WTC5_RSS01 Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Professional conduct Regulation, compliance, and enforcement (Ethics and professional responsibility) Professional development Taken from the Web Program Recorded May 6, 2026 in ChicagoLegal Ethics and Public Interest [01:02:01]After completing this session, participants will be able to:Maintain professional standards while advocating for the public interestNavigate personal interest conflicts relating to work on behalf of the public interestEffectively balance the lawyer’s own interests with those of the lawyer’s clientsMeriel R. Coleman, Scott A. KozlovThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Amended Findings of Fact, Conclusions of Law and Order of Discipline, North Carolina State Bar v. Nifong, No. 06 DHC 35 (July 24, 2007)Meriel R. Coleman,Scott A. KozlovSynopsis of Review Board Report and Recommendation, In re Mark A. Shlifka, Commission No. 2023PR00076 (October 2025)Meriel R. Coleman,Scott A. KozlovSlip Opinion, Medina Cty. Bar Assn. v. Hall, No. 2026-Ohio-629 (January 2026)Meriel R. Coleman,Scott A. KozlovPetition to Impose Discipline on Consent Pursuant to Supreme Court Rule 762(b), In the Matter of: Jason Lawrence Spangehl, Commission No. 2024PR00074 (Ill. 2025)Meriel R. Coleman,Scott A. KozlovNotice of Reprimand, In the Matter of Gittleman, Case No. 24-22-GA (September 4, 2025)Meriel R. Coleman,Scott A. KozlovPresentation MaterialLegal Ethics and Public Interest/Public ServiceMeriel R. Coleman, Scott A. Kozlov Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466502 466502 98 G3118 1:02:43 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466501?tCode=WTC5_RSS01 Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Professional conduct Regulation, compliance, and enforcement (Ethics and professional responsibility) Professional development Taken from the Web Program Recorded May 6, 2026 in ChicagoLegal Ethics and Public Interest [01:02:01]After completing this session, participants will be able to:Maintain professional standards while advocating for the public interestNavigate personal interest conflicts relating to work on behalf of the public interestEffectively balance the lawyer’s own interests with those of the lawyer’s clientsMeriel R. Coleman, Scott A. KozlovThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Amended Findings of Fact, Conclusions of Law and Order of Discipline, North Carolina State Bar v. Nifong, No. 06 DHC 35 (July 24, 2007)Meriel R. Coleman,Scott A. KozlovSynopsis of Review Board Report and Recommendation, In re Mark A. Shlifka, Commission No. 2023PR00076 (October 2025)Meriel R. Coleman,Scott A. KozlovSlip Opinion, Medina Cty. Bar Assn. v. Hall, No. 2026-Ohio-629 (January 2026)Meriel R. Coleman,Scott A. KozlovPetition to Impose Discipline on Consent Pursuant to Supreme Court Rule 762(b), In the Matter of: Jason Lawrence Spangehl, Commission No. 2024PR00074 (Ill. 2025)Meriel R. Coleman,Scott A. KozlovNotice of Reprimand, In the Matter of Gittleman, Case No. 24-22-GA (September 4, 2025)Meriel R. Coleman,Scott A. KozlovPresentation MaterialLegal Ethics and Public Interest/Public ServiceMeriel R. Coleman, Scott A. Kozlov Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466501 466501 163 G3118 1:02:43 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466506?tCode=WTC5_RSS01 Professional conduct Regulation, compliance, and enforcement (Ethics and professional responsibility) Mental health Attorney wellness Attorney substance use disorder Taken from the Web Program Recorded May 6, 2026 in ChicagoAttorney Well-Being and Mental Health [01:01:56]After completing this session, participants will be able to:Learn about mental health issues and attorney wellness in generalDiscover practicing law and self-care: tips for dealing with stress and depressionLearn best practices for institutions: fostering lawyer well-beingUnderstand the role of colleagues, peers, mentors, and attorney regulation: providing meaningful helpJonathan Beitner*, Tracy L. Kepler**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Regulation, Risk & Resilience: The Nexus Between Professional Liability, Duty of Competence & Lawyer Well-BeingTracy L. KeplerRegulation, Risk & Resilience: The Nexus Between Professional Liability, Duty of Competence & Attorney Well-Being (PowerPoint slides)Jonathan Beitner,Tracy L. KeplerPresentation MaterialREGULATION, RISK & RESILIENCE: The Nexus Between Professional Liability, Duty of Competence & Attorney Well-BeingJonathan Beitner, Tracy L. Kepler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466506 466506 25 G3118 1:01:56 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466505?tCode=WTC5_RSS01 Professional conduct Regulation, compliance, and enforcement (Ethics and professional responsibility) Mental health Attorney wellness Attorney substance use disorder Taken from the Web Program Recorded May 6, 2026 in ChicagoAttorney Well-Being and Mental Health [01:01:56]After completing this session, participants will be able to:Learn about mental health issues and attorney wellness in generalDiscover practicing law and self-care: tips for dealing with stress and depressionLearn best practices for institutions: fostering lawyer well-beingUnderstand the role of colleagues, peers, mentors, and attorney regulation: providing meaningful helpJonathan Beitner*, Tracy L. Kepler**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Regulation, Risk & Resilience: The Nexus Between Professional Liability, Duty of Competence & Lawyer Well-BeingTracy L. KeplerRegulation, Risk & Resilience: The Nexus Between Professional Liability, Duty of Competence & Attorney Well-Being (PowerPoint slides)Jonathan Beitner,Tracy L. KeplerPresentation MaterialREGULATION, RISK & RESILIENCE: The Nexus Between Professional Liability, Duty of Competence & Attorney Well-BeingJonathan Beitner, Tracy L. Kepler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466505 466505 98 G3118 1:02:38 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466504?tCode=WTC5_RSS01 Professional conduct Regulation, compliance, and enforcement (Ethics and professional responsibility) Mental health Attorney wellness Attorney substance use disorder Taken from the Web Program Recorded May 6, 2026 in ChicagoAttorney Well-Being and Mental Health [01:01:56]After completing this session, participants will be able to:Learn about mental health issues and attorney wellness in generalDiscover practicing law and self-care: tips for dealing with stress and depressionLearn best practices for institutions: fostering lawyer well-beingUnderstand the role of colleagues, peers, mentors, and attorney regulation: providing meaningful helpJonathan Beitner*, Tracy L. Kepler**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Regulation, Risk & Resilience: The Nexus Between Professional Liability, Duty of Competence & Lawyer Well-BeingTracy L. KeplerRegulation, Risk & Resilience: The Nexus Between Professional Liability, Duty of Competence & Attorney Well-Being (PowerPoint slides)Jonathan Beitner,Tracy L. KeplerPresentation MaterialREGULATION, RISK & RESILIENCE: The Nexus Between Professional Liability, Duty of Competence & Attorney Well-BeingJonathan Beitner, Tracy L. Kepler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466504 466504 163 G3118 1:02:38 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466517?tCode=WTC5_RSS01 Attorney discipline Attorney malpractice Practice skills (Ethics and professional responsibility) Professional conduct Regulation, compliance, and enforcement (Ethics and professional responsibility) Taken from the Web Program Recorded May 6, 2026 in ChicagoHot Topics in Legal Malpractice and Risk Management [00:59:48]After completing this session, participants will be able to:Learn about recent developments, guidance, and decisions of interestDiscover how to avoid/mitigate possible legal malpractice claimsLearn about best practices and strategies to reduce riskMarty O’Hara, Victor J. Pioli, Katherine G. SchnakeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Case Within the Case (Outline)Marty O’HaraVictor J. Pioli, Roetzel & Andress, Hot Topics in Legal Malpractice and Risk Management (Outline)Victor J. PioliKatherine G. Schnake, Hinshaw & Culbertson LLP, Hot Topics in Legal Malpractice (Outline)Katherine G. SchnakePresentation MaterialHot Topics in Legal Malpractice and Risk ManagementMarty O'Hara, Victor J. Pioli, Katherine G. Schnake Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466517 466517 98 G3118 0:59:48 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466518?tCode=WTC5_RSS01 Attorney discipline Attorney malpractice Practice skills (Ethics and professional responsibility) Professional conduct Regulation, compliance, and enforcement (Ethics and professional responsibility) Taken from the Web Program Recorded May 6, 2026 in ChicagoHot Topics in Legal Malpractice and Risk Management [00:59:48]After completing this session, participants will be able to:Learn about recent developments, guidance, and decisions of interestDiscover how to avoid/mitigate possible legal malpractice claimsLearn about best practices and strategies to reduce riskMarty O’Hara, Victor J. Pioli, Katherine G. SchnakeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Case Within the Case (Outline)Marty O’HaraVictor J. Pioli, Roetzel & Andress, Hot Topics in Legal Malpractice and Risk Management (Outline)Victor J. PioliKatherine G. Schnake, Hinshaw & Culbertson LLP, Hot Topics in Legal Malpractice (Outline)Katherine G. SchnakePresentation MaterialHot Topics in Legal Malpractice and Risk ManagementMarty O'Hara, Victor J. Pioli, Katherine G. Schnake Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466518 466518 25 G3118 0:59:07 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466516?tCode=WTC5_RSS01 Attorney discipline Attorney malpractice Practice skills (Ethics and professional responsibility) Professional conduct Regulation, compliance, and enforcement (Ethics and professional responsibility) Taken from the Web Program Recorded May 6, 2026 in ChicagoHot Topics in Legal Malpractice and Risk Management [00:59:48]After completing this session, participants will be able to:Learn about recent developments, guidance, and decisions of interestDiscover how to avoid/mitigate possible legal malpractice claimsLearn about best practices and strategies to reduce riskMarty O’Hara, Victor J. Pioli, Katherine G. SchnakeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Case Within the Case (Outline)Marty O’HaraVictor J. Pioli, Roetzel & Andress, Hot Topics in Legal Malpractice and Risk Management (Outline)Victor J. PioliKatherine G. Schnake, Hinshaw & Culbertson LLP, Hot Topics in Legal Malpractice (Outline)Katherine G. SchnakePresentation MaterialHot Topics in Legal Malpractice and Risk ManagementMarty O'Hara, Victor J. Pioli, Katherine G. Schnake Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466516 466516 163 G3118 0:59:48 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466511?tCode=WTC5_RSS01 Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Professional conduct Technology in law practice Artificial intelligence Taken from the Web Program Recorded May 6, 2026 in ChicagoThe Ethical and Effective Use of Artificial Intelligence in Your Practice [01:01:58]After completing this session, participants will be able to:Develop a framework for implementing AI in their own practicePractically and effectively use AIComply with ethical rules relating to AIUnderstand the pitfalls of using AI when not properly informedIAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Aaron BrooksThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Attorney Registration and Disciplinary Commission of the Supreme Court of Illinois (ARDC), The Illinois Attorney’s Guide to Implementing AI (October 1, 2025)Aaron W. BrooksPresentation MaterialThe Illinois Attorney’s Guide to Implementing AI: New Guidance from the ARDCAaron W. Brooks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466511 466511 98 G3118 1:01:58 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466510?tCode=WTC5_RSS01 Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Professional conduct Technology in law practice Artificial intelligence Taken from the Web Program Recorded May 6, 2026 in ChicagoThe Ethical and Effective Use of Artificial Intelligence in Your Practice [01:01:58]After completing this session, participants will be able to:Develop a framework for implementing AI in their own practicePractically and effectively use AIComply with ethical rules relating to AIUnderstand the pitfalls of using AI when not properly informedIAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Aaron BrooksThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Attorney Registration and Disciplinary Commission of the Supreme Court of Illinois (ARDC), The Illinois Attorney’s Guide to Implementing AI (October 1, 2025)Aaron W. BrooksPresentation MaterialThe Illinois Attorney’s Guide to Implementing AI: New Guidance from the ARDCAaron W. Brooks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466510 466510 163 G3118 1:01:58 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466512?tCode=WTC5_RSS01 Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Professional conduct Technology in law practice Artificial intelligence Taken from the Web Program Recorded May 6, 2026 in ChicagoThe Ethical and Effective Use of Artificial Intelligence in Your Practice [01:01:58]After completing this session, participants will be able to:Develop a framework for implementing AI in their own practicePractically and effectively use AIComply with ethical rules relating to AIUnderstand the pitfalls of using AI when not properly informedIAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Aaron BrooksThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Attorney Registration and Disciplinary Commission of the Supreme Court of Illinois (ARDC), The Illinois Attorney’s Guide to Implementing AI (October 1, 2025)Aaron W. BrooksPresentation MaterialThe Illinois Attorney’s Guide to Implementing AI: New Guidance from the ARDCAaron W. Brooks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466512 466512 25 G3118 1:01:17 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466514?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Professional conduct Professional development Taken from the Web Program Recorded May 6, 2026 in ChicagoRecent Developments in Legal Ethics and Professional Responsibility [01:01:31]After completing this session, participants will be able to:Understand the latest ethics decisions and trending issuesLearn about recent developments, guidance, and decisions of interestDiscover how to avoid/defend an ethical investigationIdentify ethical pitfalls to avoidMary F. Andreoni, Trisha M. Rich**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating the ARDC: Investigative ProcessMary F. AndreoniAttorney Registration and Disciplinary Commission of the Supreme Court of Illinois (ARDC), Complaint FlowchartMary F. AndreoniAttorney Registration and Disciplinary Commission of the Supreme Court of Illinois (ARDC), 2024 Annual Report HighlightsMary F. AndreoniPresentation MaterialEthics Update: 2025 and BeyondMary F. Andreoni, Trisha M. RichHandout: ARDC, 2025 Annual Report HighlightsMary F. Andreoni Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466514 466514 98 G3118 1:01:31 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466513?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Professional conduct Professional development Taken from the Web Program Recorded May 6, 2026 in ChicagoRecent Developments in Legal Ethics and Professional Responsibility [01:01:31]After completing this session, participants will be able to:Understand the latest ethics decisions and trending issuesLearn about recent developments, guidance, and decisions of interestDiscover how to avoid/defend an ethical investigationIdentify ethical pitfalls to avoidMary F. Andreoni, Trisha M. Rich**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating the ARDC: Investigative ProcessMary F. AndreoniAttorney Registration and Disciplinary Commission of the Supreme Court of Illinois (ARDC), Complaint FlowchartMary F. AndreoniAttorney Registration and Disciplinary Commission of the Supreme Court of Illinois (ARDC), 2024 Annual Report HighlightsMary F. AndreoniPresentation MaterialEthics Update: 2025 and BeyondMary F. Andreoni, Trisha M. RichHandout: ARDC, 2025 Annual Report HighlightsMary F. Andreoni Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466513 466513 163 G3118 1:01:31 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/466515?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Professional conduct Professional development Taken from the Web Program Recorded May 6, 2026 in ChicagoRecent Developments in Legal Ethics and Professional Responsibility [01:01:31]After completing this session, participants will be able to:Understand the latest ethics decisions and trending issuesLearn about recent developments, guidance, and decisions of interestDiscover how to avoid/defend an ethical investigationIdentify ethical pitfalls to avoidMary F. Andreoni, Trisha M. Rich**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating the ARDC: Investigative ProcessMary F. AndreoniAttorney Registration and Disciplinary Commission of the Supreme Court of Illinois (ARDC), Complaint FlowchartMary F. AndreoniAttorney Registration and Disciplinary Commission of the Supreme Court of Illinois (ARDC), 2024 Annual Report HighlightsMary F. AndreoniPresentation MaterialEthics Update: 2025 and BeyondMary F. Andreoni, Trisha M. RichHandout: ARDC, 2025 Annual Report HighlightsMary F. Andreoni Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466515 466515 25 G3118 1:00:50 https://www.pli.edu/catalog/publications/treatise/patent-law--a-practitioners-guide/38092?tCode=WTC5_RSS01 Intellectual property Patents Patent litigation A step-by-step introduction to patent law’s basic concepts, with more than fifty sample forms, flow charts, a glossary, a statutory appendix, and problem/answer exercises that help readers master key points. Useful for beginning patent lawyers, corporate counsel, inventors, general practitioners. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 38092 38092 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/patent-law--a-practitioners-guide/308189?tCode=WTC5_RSS01 Intellectual property Patents Patent litigation Widely appreciated by attorneys and inventors for its clear, uncomplicated approach to a complex field, Patent Law: A Practitioner’s Guide gives you a solid working knowledge of the legal framework governing patents, including: Developments under the America Invents Act Federal regulations and court decisions The widely accepted four-step test used by the courts to determine an invention’s patentability The various tests used to indicate direct infringement and other patent violations Drafting techniques used to prepare the full variety of documents, including specifications and claims Patent Law features numerous time-saving sample forms, flowcharts, diagrams, and tables that quickly enhance your understanding of key patent law issues and hypothetical questions (with answers) that help prepare you for the real-world challenges of patent prosecution. Updated at least once a year, Patent Law: A Practitioner’s Guide is a valuable guide for patent specialists and other intellectual property lawyers, corporate counsel and executives, inventors, and general practitioners representing inventors. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 308189 308189 111 0:00:00 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/chb/442033?tCode=WTC5_RSS01 Intellectual property Trademarks Technology Trademark law continues to challenge as impactful recent case law, administrative updates and the need for an increasingly global outlook when practicing trademark law evolves the practice.  Attend this informative review of trademark law fundamentals, updates and practice strategies by some of the country's top trademark lawyers. The agenda will cover trademark law origins and basics, the registration process, enforcement and litigation techniques, as well as the latest legal and regulatory developments. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442033 442033 28 G3208 0:00:00 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/chb/442034?tCode=WTC5_RSS01 Intellectual property Trademarks Technology Trademark law continues to challenge as impactful recent case law, administrative updates and the need for an increasingly global outlook when practicing trademark law evolves the practice.  Attend this informative review of trademark law fundamentals, updates and practice strategies by some of the country's top trademark lawyers. The agenda will cover trademark law origins and basics, the registration process, enforcement and litigation techniques, as well as the latest legal and regulatory developments. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442034 442034 257 G3208 0:00:00 https://www.pli.edu/programs/ai-digital-health-and-the-future-of-health-tech-policy/468334?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Health care) Information technology (Health care) Regulation, compliance, and enforcement (Life sciences) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 5, 2026 in San FranciscoAI, Digital Health, and the Future of Health Tech Policy: Navigating the Evolving Landscape [00:01:00]After completing this program, participants will be able to:Analyze recent FDA policy developments affecting digital health technologies—including clinical decision support software and general wellness products—and assess their implications for AI.Evaluate how AI is being used across drug discovery, development, and manufacturing workflows.Identify emerging payment models and innovation incentives for digital health solutions.Assess the impact of emerging state AI laws on health care and life sciences companies.Apply practical strategies for navigating overlapping regulatory, reimbursement, and compliance frameworks.Olivia Dworkin, Joe Fireman, Amy LeiserPresentation Material5 Key Takeaways from FDA's Revised CDS Software GuidanceOlivia Dworkin, Joe Fireman, Amy LeiserFDA Issues Revised Guidance on General Wellness ProductsOlivia Dworkin, Joe Fireman, Amy LeiserWhat FDA Guidance Means For The Future of Health SoftwareOlivia Dworkin, Joe Fireman, Amy Leiser Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468334 468334 163 G5793 1:02:42 https://www.pli.edu/programs/ai-digital-health-and-the-future-of-health-tech-policy/468333?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Health care) Information technology (Health care) Regulation, compliance, and enforcement (Life sciences) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 5, 2026 in San FranciscoAI, Digital Health, and the Future of Health Tech Policy: Navigating the Evolving Landscape [00:01:00]After completing this program, participants will be able to:Analyze recent FDA policy developments affecting digital health technologies—including clinical decision support software and general wellness products—and assess their implications for AI.Evaluate how AI is being used across drug discovery, development, and manufacturing workflows.Identify emerging payment models and innovation incentives for digital health solutions.Assess the impact of emerging state AI laws on health care and life sciences companies.Apply practical strategies for navigating overlapping regulatory, reimbursement, and compliance frameworks.Olivia Dworkin, Joe Fireman, Amy LeiserPresentation Material5 Key Takeaways from FDA's Revised CDS Software GuidanceOlivia Dworkin, Joe Fireman, Amy LeiserFDA Issues Revised Guidance on General Wellness ProductsOlivia Dworkin, Joe Fireman, Amy LeiserWhat FDA Guidance Means For The Future of Health SoftwareOlivia Dworkin, Joe Fireman, Amy Leiser Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468333 468333 98 G5793 1:02:42 https://www.pli.edu/catalog/publications/treatise/blattmachr-on-income-taxation-of-estates-and-trusts/241211?tCode=WTC5_RSS01 Estates and trusts Estate tax Income tax Tax deductions Comprehensive analysis of how estates and trusts are income-taxed, covering all the major areas with which estate planners must be familiar. Includes changes made by tax legislation, as well as the latest implications of recently proposed Treasury Department regulations. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 241211 241211 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/blattmachr-on-income-taxation-of-estates-and-trusts/308190?tCode=WTC5_RSS01 Estates and trusts Estate tax Income tax Tax deductions Blattmachr on Income Taxation of Estates and Trusts comprehensively analyzes federal taxation of estates and trusts, with vital information on how to accurately complete a decedent’s final return; the taxation of foreign trusts, simple and complex trusts, and charitable lead trusts; income tax issues that must be addressed when using revocable trusts as an estate planning vehicle to avoid probate and increase confidentiality; how income in respect of a decedent is taxed; the taxation of estates and trusts as S corporation shareholders; the uniform basis rules; and more.With more than seventy years of combined experience in the field, the authors provide in-depth discussion of tax depreciation and depletion deductions of property held by an estate or trust; income tax deductions for net operating losses for estates and trusts; income tax deductions related to qualified production activities income; and more.Filled with practical pointers, this book describes audits of fiduciary income tax returns, emphasizing the primary issues that the IRS focuses on. A 1041 sample worksheet and instructions, and a checklist for fiduciary income tax pick-ups, are included. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 308190 308190 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/california-employment-law/339692?tCode=WTC5_RSS01 Employment and labor Employment discrimination Regulation, compliance, and enforcement (Employment and labor) A comprehensive and authoritative analysis of California statutes, regulations, and local ordinances affecting the employment relationship. Written in clear, concise language, dozens of experts discuss the significant issues and case law relevant to all types of employment issues. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 339692 339692 59 0:00:00 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466521?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkBalancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Partnership Tax Advisor Should Know [01:15:07]This panel will focus on the various judicial doctrines, privilege issues and penalty and ethical standards that apply to practitioners during the partnership tax planning process. After completing this session, participants will be able to:Identify the penalty and ethical standards related to advising clients on transactions involving partnerships and other passthrough entities including the penalty standards in the Internal Revenue Code, Circular 230, the AICPA Statements on Standards for Tax Services, and the ABA Model Rules of Professional ConductAvoid the ethical pitfalls that arise when providing tax opinions and recommending return positionsAnticipate how the attorney client privilege, work product doctrine and even the 5th Amendment privilege could affect any potential audit of the taxpayerJennifer E. Breen, Bryan C. SkarlatosThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should KnowBenjamin J. Applestein,Eric B Sloan,Clifford M WarrenWhat a Long, Strange Trip It’s Been: The Economic Substance Doctrine at 90 (August 4, 2025)Sumaya H. Bouadi,Eric B. Sloan,Matt Donnelly,James JenningsPresentation MaterialBalancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should KnowJennifer E. Breen, Bryan C. Skarlatos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466521 466521 25 G3154 1:15:27 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466520?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkBalancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Partnership Tax Advisor Should Know [01:15:07]This panel will focus on the various judicial doctrines, privilege issues and penalty and ethical standards that apply to practitioners during the partnership tax planning process. After completing this session, participants will be able to:Identify the penalty and ethical standards related to advising clients on transactions involving partnerships and other passthrough entities including the penalty standards in the Internal Revenue Code, Circular 230, the AICPA Statements on Standards for Tax Services, and the ABA Model Rules of Professional ConductAvoid the ethical pitfalls that arise when providing tax opinions and recommending return positionsAnticipate how the attorney client privilege, work product doctrine and even the 5th Amendment privilege could affect any potential audit of the taxpayerJennifer E. Breen, Bryan C. SkarlatosThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should KnowBenjamin J. Applestein,Eric B Sloan,Clifford M WarrenWhat a Long, Strange Trip It’s Been: The Economic Substance Doctrine at 90 (August 4, 2025)Sumaya H. Bouadi,Eric B. Sloan,Matt Donnelly,James JenningsPresentation MaterialBalancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should KnowJennifer E. Breen, Bryan C. Skarlatos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466520 466520 98 G3154 1:17:20 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466522?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkBalancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Partnership Tax Advisor Should Know [01:15:07]This panel will focus on the various judicial doctrines, privilege issues and penalty and ethical standards that apply to practitioners during the partnership tax planning process. After completing this session, participants will be able to:Identify the penalty and ethical standards related to advising clients on transactions involving partnerships and other passthrough entities including the penalty standards in the Internal Revenue Code, Circular 230, the AICPA Statements on Standards for Tax Services, and the ABA Model Rules of Professional ConductAvoid the ethical pitfalls that arise when providing tax opinions and recommending return positionsAnticipate how the attorney client privilege, work product doctrine and even the 5th Amendment privilege could affect any potential audit of the taxpayerJennifer E. Breen, Bryan C. SkarlatosThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should KnowBenjamin J. Applestein,Eric B Sloan,Clifford M WarrenWhat a Long, Strange Trip It’s Been: The Economic Substance Doctrine at 90 (August 4, 2025)Sumaya H. Bouadi,Eric B. Sloan,Matt Donnelly,James JenningsPresentation MaterialBalancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should KnowJennifer E. Breen, Bryan C. Skarlatos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466522 466522 163 G3154 1:17:19 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466567?tCode=WTC5_RSS01 Joint ventures (Corporate law) Partnership tax Disguised sales Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkSection 707(a)(2) Disguised Sales [01:30:44]This panel will explore one of the more challenging provisions of Subchapter K, the disguised sale rules of Section 707(a)(2). After completing this session, participants will be able to:Identify situations in which the disguised sale rules apply (on both “inbound” and “outbound” transactions)Plan around disguised salesPlan leveraged partnership transactionsKevin M. Richards, Clifford M. WarrenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:How Abusive Was Tribune Media’s Disguised Sale? (January 29, 2024)Karen C. BurkePresentation MaterialSection 707 Disguised SalesKevin Richards, Clifford M. Warren Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466567 466567 163 G3154 1:32:14 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466565?tCode=WTC5_RSS01 Joint ventures (Corporate law) Partnership tax Disguised sales Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkSection 707(a)(2) Disguised Sales [01:30:44]This panel will explore one of the more challenging provisions of Subchapter K, the disguised sale rules of Section 707(a)(2). After completing this session, participants will be able to:Identify situations in which the disguised sale rules apply (on both “inbound” and “outbound” transactions)Plan around disguised salesPlan leveraged partnership transactionsKevin M. Richards, Clifford M. WarrenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:How Abusive Was Tribune Media’s Disguised Sale? (January 29, 2024)Karen C. BurkePresentation MaterialSection 707 Disguised SalesKevin Richards, Clifford M. Warren Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466565 466565 98 G3154 1:32:14 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466566?tCode=WTC5_RSS01 Joint ventures (Corporate law) Partnership tax Disguised sales Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkSection 707(a)(2) Disguised Sales [01:30:44]This panel will explore one of the more challenging provisions of Subchapter K, the disguised sale rules of Section 707(a)(2). After completing this session, participants will be able to:Identify situations in which the disguised sale rules apply (on both “inbound” and “outbound” transactions)Plan around disguised salesPlan leveraged partnership transactionsKevin M. Richards, Clifford M. WarrenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:How Abusive Was Tribune Media’s Disguised Sale? (January 29, 2024)Karen C. BurkePresentation MaterialSection 707 Disguised SalesKevin Richards, Clifford M. Warren Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466566 466566 25 G3154 1:30:03 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466524?tCode=WTC5_RSS01 Corporate partnerships Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkSubchapter K in M&A Transactions [01:15:27]The umbrella partnership is now a staple of IPO structuring across a wide range of industries. This panel will discuss the key features of these structures, and their impact on some of the key terms of the all-important tax receivable agreement. After completing this session, participants will be able to:Use “umbrella” partnerships for UPREIT and UP-C structuresIdentify situations in which a partnership will be characterized as a publicly traded partnership (PTP)Draft effective tax receivable agreementsBenjamin J. Applestein, Corey M. Goodman, Clifford M. WarrenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Umbrellas of Subchapter K (January 2022)Andrew B. PurcellPresentation MaterialSubchapter K in M&A TransactionsBenjamin J. Applestein, Corey M. Goodman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466524 466524 25 G3154 1:15:27 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466523?tCode=WTC5_RSS01 Corporate partnerships Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkSubchapter K in M&A Transactions [01:15:27]The umbrella partnership is now a staple of IPO structuring across a wide range of industries. This panel will discuss the key features of these structures, and their impact on some of the key terms of the all-important tax receivable agreement. After completing this session, participants will be able to:Use “umbrella” partnerships for UPREIT and UP-C structuresIdentify situations in which a partnership will be characterized as a publicly traded partnership (PTP)Draft effective tax receivable agreementsBenjamin J. Applestein, Corey M. Goodman, Clifford M. WarrenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Umbrellas of Subchapter K (January 2022)Andrew B. PurcellPresentation MaterialSubchapter K in M&A TransactionsBenjamin J. Applestein, Corey M. Goodman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466523 466523 98 G3154 1:17:39 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466525?tCode=WTC5_RSS01 Corporate partnerships Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkSubchapter K in M&A Transactions [01:15:27]The umbrella partnership is now a staple of IPO structuring across a wide range of industries. This panel will discuss the key features of these structures, and their impact on some of the key terms of the all-important tax receivable agreement. After completing this session, participants will be able to:Use “umbrella” partnerships for UPREIT and UP-C structuresIdentify situations in which a partnership will be characterized as a publicly traded partnership (PTP)Draft effective tax receivable agreementsBenjamin J. Applestein, Corey M. Goodman, Clifford M. WarrenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Umbrellas of Subchapter K (January 2022)Andrew B. PurcellPresentation MaterialSubchapter K in M&A TransactionsBenjamin J. Applestein, Corey M. Goodman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466525 466525 163 G3154 1:17:39 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466553?tCode=WTC5_RSS01 Corporate partnerships Partnership mergers Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkPartnership Mergers, Divisions and Terminations [01:01:02]The regulations under Section 708(b)(2) are full of rules that determine how a particular business combination or divisive transaction is characterized, leaving practitioners with the task of then applying the “basic” rules of Subchapter K. This panel focuses on these complex issues that arise in partnership mergers and divisions. After completing this session, participants will be able to:Identify situations in which a partnership is treated as continuingDistinguish between “assets over” and “assets up” mergersUnderstand the “partner buy-out” rule and its impact on tax basisJames Jennings, Julia H. Skubis Weber The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tiny Bubbles: Partnership Divisions in Larger Transactions (July 22, 2022)Jennifer Ray,Dina WiesenPartnership Mergers and Divisions (PowerPoint slides)Meyer Fedida,Heidi YuenPresentation MaterialPartnership Mergers and DivisionsJames Jennings, Julia H. Skubis Weber Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466553 466553 98 G3154 1:02:32 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466555?tCode=WTC5_RSS01 Corporate partnerships Partnership mergers Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkPartnership Mergers, Divisions and Terminations [01:01:02]The regulations under Section 708(b)(2) are full of rules that determine how a particular business combination or divisive transaction is characterized, leaving practitioners with the task of then applying the “basic” rules of Subchapter K. This panel focuses on these complex issues that arise in partnership mergers and divisions. After completing this session, participants will be able to:Identify situations in which a partnership is treated as continuingDistinguish between “assets over” and “assets up” mergersUnderstand the “partner buy-out” rule and its impact on tax basisJames Jennings, Julia H. Skubis Weber The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tiny Bubbles: Partnership Divisions in Larger Transactions (July 22, 2022)Jennifer Ray,Dina WiesenPartnership Mergers and Divisions (PowerPoint slides)Meyer Fedida,Heidi YuenPresentation MaterialPartnership Mergers and DivisionsJames Jennings, Julia H. Skubis Weber Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466555 466555 163 G3154 1:02:32 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466554?tCode=WTC5_RSS01 Corporate partnerships Partnership mergers Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkPartnership Mergers, Divisions and Terminations [01:01:02]The regulations under Section 708(b)(2) are full of rules that determine how a particular business combination or divisive transaction is characterized, leaving practitioners with the task of then applying the “basic” rules of Subchapter K. This panel focuses on these complex issues that arise in partnership mergers and divisions. After completing this session, participants will be able to:Identify situations in which a partnership is treated as continuingDistinguish between “assets over” and “assets up” mergersUnderstand the “partner buy-out” rule and its impact on tax basisJames Jennings, Julia H. Skubis Weber The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tiny Bubbles: Partnership Divisions in Larger Transactions (July 22, 2022)Jennifer Ray,Dina WiesenPartnership Mergers and Divisions (PowerPoint slides)Meyer Fedida,Heidi YuenPresentation MaterialPartnership Mergers and DivisionsJames Jennings, Julia H. Skubis Weber Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466554 466554 25 G3154 1:00:21 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466530?tCode=WTC5_RSS01 Private equity Corporate partnerships Private equity funds Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkTopside Planning for, and Passthrough Investments by, Private Equity Funds [00:59:19]This discussion will address topside planning for private equity investments, including the myriad passthrough, cross-border and other issues involved, including UBTI, ECI, FIRPTA, sovereign investors (Section 892), and exit planning. After completing this session, participants will be able to:Execute planning strategies to accommodate the tax objectives of fund managers and investorsIdentify the issues raised in cross-border investing, including UBTI, ECI and FIRPTAPlan private equity transactions and exit strategiesBenjamin J. Applestein, Kathryn A. Kelly, David H. SchnabelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Private Equity M&ATodd Gluth,Eric B. SloanKey Considerations and Relevant Ambiguities for Fund Managers Under the Final Carried Interest Regulations (March 9, 2021)David H. Schnabel,Patrick E. Sigmon,Ethan R. GoldmanPresentation MaterialPartnerships in Private Equity Fund Structuring and M&AKathryn A. Kelly, David H. Schnabel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466530 466530 25 G3154 0:59:19 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466529?tCode=WTC5_RSS01 Private equity Corporate partnerships Private equity funds Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkTopside Planning for, and Passthrough Investments by, Private Equity Funds [00:59:19]This discussion will address topside planning for private equity investments, including the myriad passthrough, cross-border and other issues involved, including UBTI, ECI, FIRPTA, sovereign investors (Section 892), and exit planning. After completing this session, participants will be able to:Execute planning strategies to accommodate the tax objectives of fund managers and investorsIdentify the issues raised in cross-border investing, including UBTI, ECI and FIRPTAPlan private equity transactions and exit strategiesBenjamin J. Applestein, Kathryn A. Kelly, David H. SchnabelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Private Equity M&ATodd Gluth,Eric B. SloanKey Considerations and Relevant Ambiguities for Fund Managers Under the Final Carried Interest Regulations (March 9, 2021)David H. Schnabel,Patrick E. Sigmon,Ethan R. GoldmanPresentation MaterialPartnerships in Private Equity Fund Structuring and M&AKathryn A. Kelly, David H. Schnabel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466529 466529 98 G3154 1:01:31 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466531?tCode=WTC5_RSS01 Private equity Corporate partnerships Private equity funds Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkTopside Planning for, and Passthrough Investments by, Private Equity Funds [00:59:19]This discussion will address topside planning for private equity investments, including the myriad passthrough, cross-border and other issues involved, including UBTI, ECI, FIRPTA, sovereign investors (Section 892), and exit planning. After completing this session, participants will be able to:Execute planning strategies to accommodate the tax objectives of fund managers and investorsIdentify the issues raised in cross-border investing, including UBTI, ECI and FIRPTAPlan private equity transactions and exit strategiesBenjamin J. Applestein, Kathryn A. Kelly, David H. SchnabelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Private Equity M&ATodd Gluth,Eric B. SloanKey Considerations and Relevant Ambiguities for Fund Managers Under the Final Carried Interest Regulations (March 9, 2021)David H. Schnabel,Patrick E. Sigmon,Ethan R. GoldmanPresentation MaterialPartnerships in Private Equity Fund Structuring and M&AKathryn A. Kelly, David H. Schnabel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466531 466531 163 G3154 1:01:31 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466582?tCode=WTC5_RSS01 Tax Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkSubchapter K: “The Big Picture” [01:05:52]This session will provide an overview of how partnership income taxation fits into the overall U.S. tax regime and how and why partnership taxation evolved, or perhaps devolved, from a relatively simple legal framework to a complex and highly technical set of rules. This session will then provide an overview of the basic operation of partnership taxation as applied to illustrative fact patterns. After completing this session, participants will be able to:Identify the planning considerations that arise when using a partnership for business or investmentUnderstand the basic operation of Subchapter KRecognize the impact of recent and pending legislation on the formation, operation, and liquidation of partnershipsBenjamin J. Applestein, Eric B. Sloan, Clifford M. Warren The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Subchapter K: “The Big Picture”Clifford M. WarrenPartners and Partnerships: Determination of Tax Liability Under the 1954 Code (December 1954)Charles W. Davis,Clifford M. WarrenPresentation MaterialThe Big PictureBenjamin J. Applestein, Eric B. Sloan, Clifford M. Warren Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466582 466582 163 G3154 1:07:22 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466580?tCode=WTC5_RSS01 Tax Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkSubchapter K: “The Big Picture” [01:05:52]This session will provide an overview of how partnership income taxation fits into the overall U.S. tax regime and how and why partnership taxation evolved, or perhaps devolved, from a relatively simple legal framework to a complex and highly technical set of rules. This session will then provide an overview of the basic operation of partnership taxation as applied to illustrative fact patterns. After completing this session, participants will be able to:Identify the planning considerations that arise when using a partnership for business or investmentUnderstand the basic operation of Subchapter KRecognize the impact of recent and pending legislation on the formation, operation, and liquidation of partnershipsBenjamin J. Applestein, Eric B. Sloan, Clifford M. Warren The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Subchapter K: “The Big Picture”Clifford M. WarrenPartners and Partnerships: Determination of Tax Liability Under the 1954 Code (December 1954)Charles W. Davis,Clifford M. WarrenPresentation MaterialThe Big PictureBenjamin J. Applestein, Eric B. Sloan, Clifford M. Warren Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466580 466580 98 G3154 1:07:22 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466581?tCode=WTC5_RSS01 Tax Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkSubchapter K: “The Big Picture” [01:05:52]This session will provide an overview of how partnership income taxation fits into the overall U.S. tax regime and how and why partnership taxation evolved, or perhaps devolved, from a relatively simple legal framework to a complex and highly technical set of rules. This session will then provide an overview of the basic operation of partnership taxation as applied to illustrative fact patterns. After completing this session, participants will be able to:Identify the planning considerations that arise when using a partnership for business or investmentUnderstand the basic operation of Subchapter KRecognize the impact of recent and pending legislation on the formation, operation, and liquidation of partnershipsBenjamin J. Applestein, Eric B. Sloan, Clifford M. Warren The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Subchapter K: “The Big Picture”Clifford M. WarrenPartners and Partnerships: Determination of Tax Liability Under the 1954 Code (December 1954)Charles W. Davis,Clifford M. WarrenPresentation MaterialThe Big PictureBenjamin J. Applestein, Eric B. Sloan, Clifford M. Warren Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466581 466581 25 G3154 1:05:10 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466579?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkPartnership Formations and Special Issues – Extracting Value [01:01:05]This session will address partnership formation issues, from the “basic” nonrecognition rules to complex issues involving Revenue Ruling 99-5, the “anti-churning” rules of Section 197, and Section 168(k), as well as Section 199A and Section 163(j). After completing this session, participants will be able to:Understand the different ways a partnership can be formed and why it may matterRecognize when your entity qualifies for the passthrough regime in Section 199ANavigate certain partnership-related features of the Section 163(j) limitation on the deductibility of business interestJonathan P. Brose, Eric SolomonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Demystifying the 20 Percent Deduction for Qualified Business Income Under Section 199A (Parts 1 and 2) (May 2021)Jerald David August,Ronald A. Levitt,Stephen R. LooneyPresentation MaterialPartnership Formations and Special Issues – Extracting ValueJonathan P. Brose, Eric Solomon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466579 466579 163 G3154 1:02:35 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466578?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkPartnership Formations and Special Issues – Extracting Value [01:01:05]This session will address partnership formation issues, from the “basic” nonrecognition rules to complex issues involving Revenue Ruling 99-5, the “anti-churning” rules of Section 197, and Section 168(k), as well as Section 199A and Section 163(j). After completing this session, participants will be able to:Understand the different ways a partnership can be formed and why it may matterRecognize when your entity qualifies for the passthrough regime in Section 199ANavigate certain partnership-related features of the Section 163(j) limitation on the deductibility of business interestJonathan P. Brose, Eric SolomonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Demystifying the 20 Percent Deduction for Qualified Business Income Under Section 199A (Parts 1 and 2) (May 2021)Jerald David August,Ronald A. Levitt,Stephen R. LooneyPresentation MaterialPartnership Formations and Special Issues – Extracting ValueJonathan P. Brose, Eric Solomon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466578 466578 25 G3154 1:00:23 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466577?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkPartnership Formations and Special Issues – Extracting Value [01:01:05]This session will address partnership formation issues, from the “basic” nonrecognition rules to complex issues involving Revenue Ruling 99-5, the “anti-churning” rules of Section 197, and Section 168(k), as well as Section 199A and Section 163(j). After completing this session, participants will be able to:Understand the different ways a partnership can be formed and why it may matterRecognize when your entity qualifies for the passthrough regime in Section 199ANavigate certain partnership-related features of the Section 163(j) limitation on the deductibility of business interestJonathan P. Brose, Eric SolomonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Demystifying the 20 Percent Deduction for Qualified Business Income Under Section 199A (Parts 1 and 2) (May 2021)Jerald David August,Ronald A. Levitt,Stephen R. LooneyPresentation MaterialPartnership Formations and Special Issues – Extracting ValueJonathan P. Brose, Eric Solomon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466577 466577 98 G3154 1:02:35 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466539?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkBBA Partnership Audit Rules in the Transactional Context [01:15:48]The BBA is relevant to the entire lifecycle of a partnership – from birth to death, and everything in between, including changing partners and outward appearance (whether through merger, division, conversion, or otherwise). This session will address BBA issues in the transactional context, including indemnities for the imputed underpayment, and the application of the BBA when a partnership liquidates. After completing this session, participants will be able to:Identify the key issues to address in a partnership agreementAdvise clients on the risks and benefits of BBA indemnitiesUnderstand the application of the BBA when a partnership terminates, including whether the cease-to-exist rules or failure-to-pay rules might applyJennifer M. Black, Lee S. Meyercord, Eric B. SloanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:BBA: The Regime of Partnership Choices, Part 2 (December 24, 2024)Jennifer M. BlackBBA Indemnities May Result in Double TaxationKate KrausPartnership Terminations and the Bipartisan Budget ActKate KrausPresentation MaterialBBA Partnership Audit Rules in the Transactional ContextJennifer M. Black, Leonora "Lee" S. Meyercord, Eric B. Sloan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466539 466539 25 G3154 1:15:48 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466538?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkBBA Partnership Audit Rules in the Transactional Context [01:15:48]The BBA is relevant to the entire lifecycle of a partnership – from birth to death, and everything in between, including changing partners and outward appearance (whether through merger, division, conversion, or otherwise). This session will address BBA issues in the transactional context, including indemnities for the imputed underpayment, and the application of the BBA when a partnership liquidates. After completing this session, participants will be able to:Identify the key issues to address in a partnership agreementAdvise clients on the risks and benefits of BBA indemnitiesUnderstand the application of the BBA when a partnership terminates, including whether the cease-to-exist rules or failure-to-pay rules might applyJennifer M. Black, Lee S. Meyercord, Eric B. SloanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:BBA: The Regime of Partnership Choices, Part 2 (December 24, 2024)Jennifer M. BlackBBA Indemnities May Result in Double TaxationKate KrausPartnership Terminations and the Bipartisan Budget ActKate KrausPresentation MaterialBBA Partnership Audit Rules in the Transactional ContextJennifer M. Black, Leonora "Lee" S. Meyercord, Eric B. Sloan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466538 466538 98 G3154 1:18:30 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466540?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkBBA Partnership Audit Rules in the Transactional Context [01:15:48]The BBA is relevant to the entire lifecycle of a partnership – from birth to death, and everything in between, including changing partners and outward appearance (whether through merger, division, conversion, or otherwise). This session will address BBA issues in the transactional context, including indemnities for the imputed underpayment, and the application of the BBA when a partnership liquidates. After completing this session, participants will be able to:Identify the key issues to address in a partnership agreementAdvise clients on the risks and benefits of BBA indemnitiesUnderstand the application of the BBA when a partnership terminates, including whether the cease-to-exist rules or failure-to-pay rules might applyJennifer M. Black, Lee S. Meyercord, Eric B. SloanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:BBA: The Regime of Partnership Choices, Part 2 (December 24, 2024)Jennifer M. BlackBBA Indemnities May Result in Double TaxationKate KrausPartnership Terminations and the Bipartisan Budget ActKate KrausPresentation MaterialBBA Partnership Audit Rules in the Transactional ContextJennifer M. Black, Leonora "Lee" S. Meyercord, Eric B. Sloan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466540 466540 163 G3154 1:18:30 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466576?tCode=WTC5_RSS01 Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkAllocation and Distribution Provisions [01:31:05]This panel will focus on what many view as the very core of Subchapter K – Section 704(b) – and what may well be the most important part of any partnership agreement – the allocation and distribution provisions. After completing this session, participants will be able to:Employ contemporary approaches to drafting partnership allocation and distribution provisionsUse the Section 704(b) substantial economic effect regulationsIntegrate the concepts of economic effect equivalence and “partner’s interests in the partnership” into your agreementsTodd D. Golub, James JenningsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Target Allocations: The Swiss Army Knife of Drafting (Good for Most Situations—But Don’t Bet Your Life on Life on It)Todd D. GolubAllocation and Distribution Provisions Part Two (PowerPoint slides)Todd D. Golub,Beverly KatzPresentation MaterialAllocation and Distribution ProvisionsTodd D. Golub, Jason L. McIntosh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466576 466576 163 G3154 1:33:05 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466574?tCode=WTC5_RSS01 Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkAllocation and Distribution Provisions [01:31:05]This panel will focus on what many view as the very core of Subchapter K – Section 704(b) – and what may well be the most important part of any partnership agreement – the allocation and distribution provisions. After completing this session, participants will be able to:Employ contemporary approaches to drafting partnership allocation and distribution provisionsUse the Section 704(b) substantial economic effect regulationsIntegrate the concepts of economic effect equivalence and “partner’s interests in the partnership” into your agreementsTodd D. Golub, James JenningsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Target Allocations: The Swiss Army Knife of Drafting (Good for Most Situations—But Don’t Bet Your Life on Life on It)Todd D. GolubAllocation and Distribution Provisions Part Two (PowerPoint slides)Todd D. Golub,Beverly KatzPresentation MaterialAllocation and Distribution ProvisionsTodd D. Golub, Jason L. McIntosh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466574 466574 98 G3154 1:33:05 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466575?tCode=WTC5_RSS01 Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkAllocation and Distribution Provisions [01:31:05]This panel will focus on what many view as the very core of Subchapter K – Section 704(b) – and what may well be the most important part of any partnership agreement – the allocation and distribution provisions. After completing this session, participants will be able to:Employ contemporary approaches to drafting partnership allocation and distribution provisionsUse the Section 704(b) substantial economic effect regulationsIntegrate the concepts of economic effect equivalence and “partner’s interests in the partnership” into your agreementsTodd D. Golub, James JenningsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Target Allocations: The Swiss Army Knife of Drafting (Good for Most Situations—But Don’t Bet Your Life on Life on It)Todd D. GolubAllocation and Distribution Provisions Part Two (PowerPoint slides)Todd D. Golub,Beverly KatzPresentation MaterialAllocation and Distribution ProvisionsTodd D. Golub, Jason L. McIntosh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466575 466575 25 G3154 1:30:23 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466537?tCode=WTC5_RSS01 Corporate partnerships International tax Cross-border M & A Tax Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkInternational Joint Venture Issues [01:30:50]This panel focuses on international tax issues that arise in structuring and operating joint ventures. After completing this session, participants will be able to:Weigh the pros and cons of conducting business using a domestic or foreign partnership in both the outbound and inbound contextsDetermine a U.S. shareholder partner’s pro rata share of CFC items using Treas. Reg. §§ 1.951-1(e) and 1.951A-1(d)Understand the tax consequences of a transfer of an interest in a partnership that owns a CFCDetermine whether a particular shareholder is subject to the CFC rules or to the PFIC rulesAri Berk, Kimberly S. Blanchard, John J. Merrick [Senior Level Counsel, Office of the Associate Chief Counsel (International), Internal Revenue Service]The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tax Issues Raised by the Use of Cross-Border Partnerships (January 17, 2022)Greg W. FeathermanPresentation MaterialInternational Joint Venture IssuesAri Berk, Kimberly S. Blanchard, John J. Merrick Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466537 466537 163 G3154 1:32:20 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466536?tCode=WTC5_RSS01 Corporate partnerships International tax Cross-border M & A Tax Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkInternational Joint Venture Issues [01:30:50]This panel focuses on international tax issues that arise in structuring and operating joint ventures. After completing this session, participants will be able to:Weigh the pros and cons of conducting business using a domestic or foreign partnership in both the outbound and inbound contextsDetermine a U.S. shareholder partner’s pro rata share of CFC items using Treas. Reg. §§ 1.951-1(e) and 1.951A-1(d)Understand the tax consequences of a transfer of an interest in a partnership that owns a CFCDetermine whether a particular shareholder is subject to the CFC rules or to the PFIC rulesAri Berk, Kimberly S. Blanchard, John J. Merrick [Senior Level Counsel, Office of the Associate Chief Counsel (International), Internal Revenue Service]The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tax Issues Raised by the Use of Cross-Border Partnerships (January 17, 2022)Greg W. FeathermanPresentation MaterialInternational Joint Venture IssuesAri Berk, Kimberly S. Blanchard, John J. Merrick Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466536 466536 25 G3154 1:30:08 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466535?tCode=WTC5_RSS01 Corporate partnerships International tax Cross-border M & A Tax Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkInternational Joint Venture Issues [01:30:50]This panel focuses on international tax issues that arise in structuring and operating joint ventures. After completing this session, participants will be able to:Weigh the pros and cons of conducting business using a domestic or foreign partnership in both the outbound and inbound contextsDetermine a U.S. shareholder partner’s pro rata share of CFC items using Treas. Reg. §§ 1.951-1(e) and 1.951A-1(d)Understand the tax consequences of a transfer of an interest in a partnership that owns a CFCDetermine whether a particular shareholder is subject to the CFC rules or to the PFIC rulesAri Berk, Kimberly S. Blanchard, John J. Merrick [Senior Level Counsel, Office of the Associate Chief Counsel (International), Internal Revenue Service]The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tax Issues Raised by the Use of Cross-Border Partnerships (January 17, 2022)Greg W. FeathermanPresentation MaterialInternational Joint Venture IssuesAri Berk, Kimberly S. Blanchard, John J. Merrick Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466535 466535 98 G3154 1:32:20 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466559?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkPartnership Distributions and Section 734 [01:00:29]This session will discuss the rules regarding partnership distributions in a variety of contexts. After completing this session, participants will be able to:Determine the amount and character of gain or loss from the redemption of a partnership interest under Sections 731Calculate and allocate Section 734(b) adjustmentsUnderstand tiered Section 734(b) adjustments under Revenue Ruling 92-15Craig A. Gerson, Janicelynn ParkThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Inside Basis AdjustmentsHoward E. Abrams,Sarah L. Brodie,Craig Gerson,Janicelynn Park,Scott PollockPresentation MaterialPartnership Distributions and Resulting Inside Basis Adjustments Under Section 734Craig A. Gerson, Janicelynn A. Park Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466559 466559 98 G3154 1:02:00 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466560?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkPartnership Distributions and Section 734 [01:00:29]This session will discuss the rules regarding partnership distributions in a variety of contexts. After completing this session, participants will be able to:Determine the amount and character of gain or loss from the redemption of a partnership interest under Sections 731Calculate and allocate Section 734(b) adjustmentsUnderstand tiered Section 734(b) adjustments under Revenue Ruling 92-15Craig A. Gerson, Janicelynn ParkThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Inside Basis AdjustmentsHoward E. Abrams,Sarah L. Brodie,Craig Gerson,Janicelynn Park,Scott PollockPresentation MaterialPartnership Distributions and Resulting Inside Basis Adjustments Under Section 734Craig A. Gerson, Janicelynn A. Park Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466560 466560 25 G3154 0:59:48 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466561?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkPartnership Distributions and Section 734 [01:00:29]This session will discuss the rules regarding partnership distributions in a variety of contexts. After completing this session, participants will be able to:Determine the amount and character of gain or loss from the redemption of a partnership interest under Sections 731Calculate and allocate Section 734(b) adjustmentsUnderstand tiered Section 734(b) adjustments under Revenue Ruling 92-15Craig A. Gerson, Janicelynn ParkThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Inside Basis AdjustmentsHoward E. Abrams,Sarah L. Brodie,Craig Gerson,Janicelynn Park,Scott PollockPresentation MaterialPartnership Distributions and Resulting Inside Basis Adjustments Under Section 734Craig A. Gerson, Janicelynn A. Park Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466561 466561 163 G3154 1:02:00 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466556?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkThe Anti-Deferral Rules –704(c)(1)(B), 731(c), and 737 [01:15:52]This panel will explore some of the more challenging provisions of Subchapter K: the anti-mixing bowl rules of Sections 704(c)(1)(B) and 737 will touch on the marketable securities rules of Section 731(c), and will explore Section 751(b) in detail. After completing this session, participants will be able to:Identify planning opportunities presented by Sections 704(c)(1)(B), 731(c), 737 and 751(b)Recognize traps for the unwary created by the “anti-deferral” rulesErin Cleary, Steven GilbertThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Partnership Distributions of Marketable Securities (January 5, 2015)Phillip Gall,David R. FranklinPresentation MaterialThe Anti-Deferral Rules – Sections 707(a)(2), 704(c)(1)(B), 737, 751(b), and 731(c)Erin Cleary, Steven Gilbert Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466556 466556 98 G3154 1:17:23 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466557?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkThe Anti-Deferral Rules –704(c)(1)(B), 731(c), and 737 [01:15:52]This panel will explore some of the more challenging provisions of Subchapter K: the anti-mixing bowl rules of Sections 704(c)(1)(B) and 737 will touch on the marketable securities rules of Section 731(c), and will explore Section 751(b) in detail. After completing this session, participants will be able to:Identify planning opportunities presented by Sections 704(c)(1)(B), 731(c), 737 and 751(b)Recognize traps for the unwary created by the “anti-deferral” rulesErin Cleary, Steven GilbertThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Partnership Distributions of Marketable Securities (January 5, 2015)Phillip Gall,David R. FranklinPresentation MaterialThe Anti-Deferral Rules – Sections 707(a)(2), 704(c)(1)(B), 737, 751(b), and 731(c)Erin Cleary, Steven Gilbert Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466557 466557 25 G3154 1:15:11 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466558?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkThe Anti-Deferral Rules –704(c)(1)(B), 731(c), and 737 [01:15:52]This panel will explore some of the more challenging provisions of Subchapter K: the anti-mixing bowl rules of Sections 704(c)(1)(B) and 737 will touch on the marketable securities rules of Section 731(c), and will explore Section 751(b) in detail. After completing this session, participants will be able to:Identify planning opportunities presented by Sections 704(c)(1)(B), 731(c), 737 and 751(b)Recognize traps for the unwary created by the “anti-deferral” rulesErin Cleary, Steven GilbertThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Partnership Distributions of Marketable Securities (January 5, 2015)Phillip Gall,David R. FranklinPresentation MaterialThe Anti-Deferral Rules – Sections 707(a)(2), 704(c)(1)(B), 737, 751(b), and 731(c)Erin Cleary, Steven Gilbert Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466558 466558 163 G3154 1:17:22 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466543?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkHot Topics in Partnership Taxation [01:01:11]This “hot topics” panel will examine recent and pending developments in partnership taxation and plans for future guidance. After completing this session, participants will be able to:Plan for changes resulting from the IRS priority guidance planUnderstand the implications of recent and pending developments on tax planning and strategiesBenjamin J. Applestein, Sarah R. Haradon, Eric B. Sloan, Eric Solomon, Clifford M. WarrenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Subchapter K in a Historic Tax Year: Preexisting Proposals as Menu Options (October 21, 2024)Monisha Santamaria,Natalie TuckerPresentation MaterialHot Topics in Partnership TaxationBenjamin J. Applestein, Sarah R. Haradon, Eric B. Sloan, Eric Solomon, Clifford M. Warren Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466543 466543 163 G3154 1:02:41 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466541?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkHot Topics in Partnership Taxation [01:01:11]This “hot topics” panel will examine recent and pending developments in partnership taxation and plans for future guidance. After completing this session, participants will be able to:Plan for changes resulting from the IRS priority guidance planUnderstand the implications of recent and pending developments on tax planning and strategiesBenjamin J. Applestein, Sarah R. Haradon, Eric B. Sloan, Eric Solomon, Clifford M. WarrenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Subchapter K in a Historic Tax Year: Preexisting Proposals as Menu Options (October 21, 2024)Monisha Santamaria,Natalie TuckerPresentation MaterialHot Topics in Partnership TaxationBenjamin J. Applestein, Sarah R. Haradon, Eric B. Sloan, Eric Solomon, Clifford M. Warren Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466541 466541 98 G3154 1:02:42 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466542?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkHot Topics in Partnership Taxation [01:01:11]This “hot topics” panel will examine recent and pending developments in partnership taxation and plans for future guidance. After completing this session, participants will be able to:Plan for changes resulting from the IRS priority guidance planUnderstand the implications of recent and pending developments on tax planning and strategiesBenjamin J. Applestein, Sarah R. Haradon, Eric B. Sloan, Eric Solomon, Clifford M. WarrenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Subchapter K in a Historic Tax Year: Preexisting Proposals as Menu Options (October 21, 2024)Monisha Santamaria,Natalie TuckerPresentation MaterialHot Topics in Partnership TaxationBenjamin J. Applestein, Sarah R. Haradon, Eric B. Sloan, Eric Solomon, Clifford M. Warren Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466542 466542 25 G3154 1:00:30 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466548?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkDistressed Partnerships (Including Bankruptcy and CARES Act) [01:00:34]This discussion will explore the complexities that arise when a distressed borrower is a partnership, including the various types of restructuring transactions that can have very different effects on different partners. After completing this session, participants will be able to:Understand the tax implications that result from common forms of debt workouts and restructuring transactions involving partnershipsDifferentiate between recourse and nonrecourse debt and understand the rules applicable to bothEmploy strategies to mitigate the effects of cancellation of debt income (COD) and partner-level deductions for worthlessness and abandonmentMax Pakaluk, Kiran SheffrinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Glossary of Certain Authorities Relevant to Financially Distressed Partnerships (January 2026)Max PakalukPresentation MaterialDistressed PartnershipsMax Pakaluk, Kiran Sheffrin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466548 466548 25 G3154 1:00:35 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466547?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkDistressed Partnerships (Including Bankruptcy and CARES Act) [01:00:34]This discussion will explore the complexities that arise when a distressed borrower is a partnership, including the various types of restructuring transactions that can have very different effects on different partners. After completing this session, participants will be able to:Understand the tax implications that result from common forms of debt workouts and restructuring transactions involving partnershipsDifferentiate between recourse and nonrecourse debt and understand the rules applicable to bothEmploy strategies to mitigate the effects of cancellation of debt income (COD) and partner-level deductions for worthlessness and abandonmentMax Pakaluk, Kiran SheffrinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Glossary of Certain Authorities Relevant to Financially Distressed Partnerships (January 2026)Max PakalukPresentation MaterialDistressed PartnershipsMax Pakaluk, Kiran Sheffrin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466547 466547 98 G3154 1:02:46 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466549?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkDistressed Partnerships (Including Bankruptcy and CARES Act) [01:00:34]This discussion will explore the complexities that arise when a distressed borrower is a partnership, including the various types of restructuring transactions that can have very different effects on different partners. After completing this session, participants will be able to:Understand the tax implications that result from common forms of debt workouts and restructuring transactions involving partnershipsDifferentiate between recourse and nonrecourse debt and understand the rules applicable to bothEmploy strategies to mitigate the effects of cancellation of debt income (COD) and partner-level deductions for worthlessness and abandonmentMax Pakaluk, Kiran SheffrinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Glossary of Certain Authorities Relevant to Financially Distressed Partnerships (January 2026)Max PakalukPresentation MaterialDistressed PartnershipsMax Pakaluk, Kiran Sheffrin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466549 466549 163 G3154 1:02:46 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466572?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkSection 704(c): Operations and Implications for Negotiating a Deal and Drafting a Partnership Agreement [01:30:19]This panel will continue to explore the determination of a partner’s distributive share, focusing on Section 704(c) and its impact on deal negotiations and the drafting of partnership agreements. After completing this session, participants will be able to:Distinguish between the traditional method, traditional method with curative allocations and the remedial allocation method and understand the ceiling rule limitationUse Section 704(c) and reverse Section 704(c) allocations to resolve book/tax disparitiesIdentify planning opportunities created by Section 704(c)Sarah E. Ralph, Dina A. WiesenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating the Turbulent Waters of Section 704(c): The Ceiling Rule (December 5, 2022)Phillip W. DeSalvo,Corey DaltonPresentation MaterialImplications of Section 704(c) for Partnership AgreementsSarah E. Ralph, Dina A. Wiesen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466572 466572 25 G3154 1:30:20 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466571?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkSection 704(c): Operations and Implications for Negotiating a Deal and Drafting a Partnership Agreement [01:30:19]This panel will continue to explore the determination of a partner’s distributive share, focusing on Section 704(c) and its impact on deal negotiations and the drafting of partnership agreements. After completing this session, participants will be able to:Distinguish between the traditional method, traditional method with curative allocations and the remedial allocation method and understand the ceiling rule limitationUse Section 704(c) and reverse Section 704(c) allocations to resolve book/tax disparitiesIdentify planning opportunities created by Section 704(c)Sarah E. Ralph, Dina A. WiesenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating the Turbulent Waters of Section 704(c): The Ceiling Rule (December 5, 2022)Phillip W. DeSalvo,Corey DaltonPresentation MaterialImplications of Section 704(c) for Partnership AgreementsSarah E. Ralph, Dina A. Wiesen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466571 466571 98 G3154 1:33:01 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466573?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkSection 704(c): Operations and Implications for Negotiating a Deal and Drafting a Partnership Agreement [01:30:19]This panel will continue to explore the determination of a partner’s distributive share, focusing on Section 704(c) and its impact on deal negotiations and the drafting of partnership agreements. After completing this session, participants will be able to:Distinguish between the traditional method, traditional method with curative allocations and the remedial allocation method and understand the ceiling rule limitationUse Section 704(c) and reverse Section 704(c) allocations to resolve book/tax disparitiesIdentify planning opportunities created by Section 704(c)Sarah E. Ralph, Dina A. WiesenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating the Turbulent Waters of Section 704(c): The Ceiling Rule (December 5, 2022)Phillip W. DeSalvo,Corey DaltonPresentation MaterialImplications of Section 704(c) for Partnership AgreementsSarah E. Ralph, Dina A. Wiesen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466573 466573 163 G3154 1:33:01 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466552?tCode=WTC5_RSS01 Corporate partnerships Tax Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkCompensatory Interests and Other Arrangements [01:00:34]This session will focus on compensation and compensation-related issues, including compensatory options and profits interests. After completing this session, participants will be able to:Recognize different types of profits interests and modifications including catch up, appreciation only and variable interestsDescribe the tax consequences of receiving a capital or profits interest in a partnership in exchange for servicesUnderstand the Section 1061 provisions that apply to certain carried interestsManage drafting issuesTijana J. Dvornic, Anthony P. Sacco The purchase price of this Web Program segment includes the following article from the Course Handbook available online:26 CFR 601.201: Rulings and Determination Letters (Also Part I, §§ 61, 83, 721; 1.721-1); Rev. Proc 2001-43Anthony P. SaccoDepartment of the Treasury, Internal Revenue Service, 26 CFR Part 1 [REG–115452–14] RIN 1545–BM12, Proposed Rules, Disguised Payments for Services, 80 Fed. Reg. 43652, No. 141 (July 23, 2015)Anthony P. SaccoDepartment of the Treasury, Internal Revenue Service, 26 CFR Part 1 [REG–105346–03] RIN 1545–BB92, Proposed Rules, Partnership Equity for Services, 70 Fed. Reg. 29675, No. 99 (May 24, 2005)Anthony P. SaccoPresentation MaterialCompensatory Interests and Other ArrangementsTijana J. Dvornic, Anthony Sacco Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466552 466552 163 G3154 1:02:04 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466551?tCode=WTC5_RSS01 Corporate partnerships Tax Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkCompensatory Interests and Other Arrangements [01:00:34]This session will focus on compensation and compensation-related issues, including compensatory options and profits interests. After completing this session, participants will be able to:Recognize different types of profits interests and modifications including catch up, appreciation only and variable interestsDescribe the tax consequences of receiving a capital or profits interest in a partnership in exchange for servicesUnderstand the Section 1061 provisions that apply to certain carried interestsManage drafting issuesTijana J. Dvornic, Anthony P. Sacco The purchase price of this Web Program segment includes the following article from the Course Handbook available online:26 CFR 601.201: Rulings and Determination Letters (Also Part I, §§ 61, 83, 721; 1.721-1); Rev. Proc 2001-43Anthony P. SaccoDepartment of the Treasury, Internal Revenue Service, 26 CFR Part 1 [REG–115452–14] RIN 1545–BM12, Proposed Rules, Disguised Payments for Services, 80 Fed. Reg. 43652, No. 141 (July 23, 2015)Anthony P. SaccoDepartment of the Treasury, Internal Revenue Service, 26 CFR Part 1 [REG–105346–03] RIN 1545–BB92, Proposed Rules, Partnership Equity for Services, 70 Fed. Reg. 29675, No. 99 (May 24, 2005)Anthony P. SaccoPresentation MaterialCompensatory Interests and Other ArrangementsTijana J. Dvornic, Anthony Sacco Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466551 466551 25 G3154 0:59:53 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466550?tCode=WTC5_RSS01 Corporate partnerships Tax Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkCompensatory Interests and Other Arrangements [01:00:34]This session will focus on compensation and compensation-related issues, including compensatory options and profits interests. After completing this session, participants will be able to:Recognize different types of profits interests and modifications including catch up, appreciation only and variable interestsDescribe the tax consequences of receiving a capital or profits interest in a partnership in exchange for servicesUnderstand the Section 1061 provisions that apply to certain carried interestsManage drafting issuesTijana J. Dvornic, Anthony P. Sacco The purchase price of this Web Program segment includes the following article from the Course Handbook available online:26 CFR 601.201: Rulings and Determination Letters (Also Part I, §§ 61, 83, 721; 1.721-1); Rev. Proc 2001-43Anthony P. SaccoDepartment of the Treasury, Internal Revenue Service, 26 CFR Part 1 [REG–115452–14] RIN 1545–BM12, Proposed Rules, Disguised Payments for Services, 80 Fed. Reg. 43652, No. 141 (July 23, 2015)Anthony P. SaccoDepartment of the Treasury, Internal Revenue Service, 26 CFR Part 1 [REG–105346–03] RIN 1545–BB92, Proposed Rules, Partnership Equity for Services, 70 Fed. Reg. 29675, No. 99 (May 24, 2005)Anthony P. SaccoPresentation MaterialCompensatory Interests and Other ArrangementsTijana J. Dvornic, Anthony Sacco Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466550 466550 98 G3154 1:02:04 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466562?tCode=WTC5_RSS01 Corporate partnerships Partnership interests Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkSale, Exchange or Other Disposition of Partnership Interests and 743 Adjustments [01:16:25]This session will discuss the rules regarding the dispositions of partnership interests and partnership distributions in a variety of contexts. After completing this session, participants will be able to:Determine the amount and character of gain or loss from the sale or exchange of a partnership interest under Section 741Calculate and allocate Section 743(b) adjustments, including in nonrecognition transactionsUnderstand tiered Section 743(b) adjustments under Revenue Ruling 87-115Trevor R. Allen, Franny Y. Wang The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Disregarded Entities: Issues and Opportunities (February 2025)Philip B. WrightPresentation MaterialSales and Exchanges of Partnership Interests, DistributionsTrevor R. Allen, Franny Y. Wang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466562 466562 98 G3154 1:17:55 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466564?tCode=WTC5_RSS01 Corporate partnerships Partnership interests Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkSale, Exchange or Other Disposition of Partnership Interests and 743 Adjustments [01:16:25]This session will discuss the rules regarding the dispositions of partnership interests and partnership distributions in a variety of contexts. After completing this session, participants will be able to:Determine the amount and character of gain or loss from the sale or exchange of a partnership interest under Section 741Calculate and allocate Section 743(b) adjustments, including in nonrecognition transactionsUnderstand tiered Section 743(b) adjustments under Revenue Ruling 87-115Trevor R. Allen, Franny Y. Wang The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Disregarded Entities: Issues and Opportunities (February 2025)Philip B. WrightPresentation MaterialSales and Exchanges of Partnership Interests, DistributionsTrevor R. Allen, Franny Y. Wang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466564 466564 163 G3154 1:17:55 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466563?tCode=WTC5_RSS01 Corporate partnerships Partnership interests Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkSale, Exchange or Other Disposition of Partnership Interests and 743 Adjustments [01:16:25]This session will discuss the rules regarding the dispositions of partnership interests and partnership distributions in a variety of contexts. After completing this session, participants will be able to:Determine the amount and character of gain or loss from the sale or exchange of a partnership interest under Section 741Calculate and allocate Section 743(b) adjustments, including in nonrecognition transactionsUnderstand tiered Section 743(b) adjustments under Revenue Ruling 87-115Trevor R. Allen, Franny Y. Wang The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Disregarded Entities: Issues and Opportunities (February 2025)Philip B. WrightPresentation MaterialSales and Exchanges of Partnership Interests, DistributionsTrevor R. Allen, Franny Y. Wang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466563 466563 25 G3154 1:15:44 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466527?tCode=WTC5_RSS01 Partnership interests Joint ventures (Corporate law) Tax Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkPreferred Partnership Interests – Perils and Possibilities [01:00:02]This panel will discuss considerations in connection with preferred partnership interests. After completing this session participants will be able to:Weigh the relevant debt/equity considerationsUnderstand the treatment of an immediate liquidation preference that is greater than the amount investedExplain the use of preferred coupons as a guaranteed payment for use of capital or an allocation of incomeRecognize allocation issues (gross vs. net income and Section 704(c))Identify tax distribution considerationsNancy L. Mehlman, Deborah L. Paul, Jennifer RayThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Economic, Tax, and Drafting Considerations for Preferred Partnership InterestsTodd D. Golub,Carlene Y. Miller-LowryPresentation MaterialPreferred Partnership Interests – Perils and PossibilitiesNancy L. Mehlman, Deborah L. Paul, Jennifer Ray Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466527 466527 25 G3154 1:00:03 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466526?tCode=WTC5_RSS01 Partnership interests Joint ventures (Corporate law) Tax Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkPreferred Partnership Interests – Perils and Possibilities [01:00:02]This panel will discuss considerations in connection with preferred partnership interests. After completing this session participants will be able to:Weigh the relevant debt/equity considerationsUnderstand the treatment of an immediate liquidation preference that is greater than the amount investedExplain the use of preferred coupons as a guaranteed payment for use of capital or an allocation of incomeRecognize allocation issues (gross vs. net income and Section 704(c))Identify tax distribution considerationsNancy L. Mehlman, Deborah L. Paul, Jennifer RayThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Economic, Tax, and Drafting Considerations for Preferred Partnership InterestsTodd D. Golub,Carlene Y. Miller-LowryPresentation MaterialPreferred Partnership Interests – Perils and PossibilitiesNancy L. Mehlman, Deborah L. Paul, Jennifer Ray Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466526 466526 98 G3154 1:02:15 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466528?tCode=WTC5_RSS01 Partnership interests Joint ventures (Corporate law) Tax Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkPreferred Partnership Interests – Perils and Possibilities [01:00:02]This panel will discuss considerations in connection with preferred partnership interests. After completing this session participants will be able to:Weigh the relevant debt/equity considerationsUnderstand the treatment of an immediate liquidation preference that is greater than the amount investedExplain the use of preferred coupons as a guaranteed payment for use of capital or an allocation of incomeRecognize allocation issues (gross vs. net income and Section 704(c))Identify tax distribution considerationsNancy L. Mehlman, Deborah L. Paul, Jennifer RayThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Economic, Tax, and Drafting Considerations for Preferred Partnership InterestsTodd D. Golub,Carlene Y. Miller-LowryPresentation MaterialPreferred Partnership Interests – Perils and PossibilitiesNancy L. Mehlman, Deborah L. Paul, Jennifer Ray Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466528 466528 163 G3154 1:02:15 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466545?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Passthroughs (Tax) Tax credits Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkIRA Tax Credits After the One Big Beautiful Bill Act (OBBBA) [00:59:59]The session discusses the future of the expanded tax credits created by the Inflation Reduction Act of 2022 (IRA) following the passage of the OBBBA. After completing this session, participants will be able to:Identify the energy and other investments eligible (or, after the OBBBA, ineligible) for new, expanded and/or extended tax creditsUnderstand the mechanics of the credit transfer and direct-payment rulesLearn about innovative deal structuresAddress the role that tax insurance can play in these transactionsHilary Lefko, John D. Rayis, Isaac J. Wheeler The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vinson & Elkins LLP, Insight, One Big Beautiful Bill Signed into Law—Impact on IRA Tax Credits (July 7, 2025)Lauren A. CollinsPresentation MaterialIRA Tax Credits After The One Big Beautiful Bill Act (OBBBA)Hilary Lefko, John D. Rayis, Isaac J. Wheeler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466545 466545 25 G3154 0:59:59 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466546?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Passthroughs (Tax) Tax credits Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkIRA Tax Credits After the One Big Beautiful Bill Act (OBBBA) [00:59:59]The session discusses the future of the expanded tax credits created by the Inflation Reduction Act of 2022 (IRA) following the passage of the OBBBA. After completing this session, participants will be able to:Identify the energy and other investments eligible (or, after the OBBBA, ineligible) for new, expanded and/or extended tax creditsUnderstand the mechanics of the credit transfer and direct-payment rulesLearn about innovative deal structuresAddress the role that tax insurance can play in these transactionsHilary Lefko, John D. Rayis, Isaac J. Wheeler The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vinson & Elkins LLP, Insight, One Big Beautiful Bill Signed into Law—Impact on IRA Tax Credits (July 7, 2025)Lauren A. CollinsPresentation MaterialIRA Tax Credits After The One Big Beautiful Bill Act (OBBBA)Hilary Lefko, John D. Rayis, Isaac J. Wheeler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466546 466546 163 G3154 1:02:11 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466544?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Passthroughs (Tax) Tax credits Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkIRA Tax Credits After the One Big Beautiful Bill Act (OBBBA) [00:59:59]The session discusses the future of the expanded tax credits created by the Inflation Reduction Act of 2022 (IRA) following the passage of the OBBBA. After completing this session, participants will be able to:Identify the energy and other investments eligible (or, after the OBBBA, ineligible) for new, expanded and/or extended tax creditsUnderstand the mechanics of the credit transfer and direct-payment rulesLearn about innovative deal structuresAddress the role that tax insurance can play in these transactionsHilary Lefko, John D. Rayis, Isaac J. Wheeler The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vinson & Elkins LLP, Insight, One Big Beautiful Bill Signed into Law—Impact on IRA Tax Credits (July 7, 2025)Lauren A. CollinsPresentation MaterialIRA Tax Credits After The One Big Beautiful Bill Act (OBBBA)Hilary Lefko, John D. Rayis, Isaac J. Wheeler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466544 466544 98 G3154 1:02:11 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466570?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkBasis Issues Including Allocation of Liabilities [01:01:03]This session focuses on the calculation of a partner’s basis in its interest (“outside basis”), including the impact of liabilities on a partner’s outside basis. After completing this session, participants will be able to:Calculate outside basis attributable to equity and liabilitiesApply the regulations under Section 752 (relating to both recourse and nonrecourse liabilities)Identify the planning opportunities and pitfalls created by the Section 752 regulationsDavid S. Griffel, Amanda H. Nussbaum The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Allocation of Partnership Liabilities Under Section 752 (January 16, 2018)Howard E. AbramsPresentation MaterialPartnership Basis Issues Including Allocation of LiabilitiesDavid S. Griffel, Amanda H. Nussbaum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466570 466570 163 G3154 1:02:33 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466568?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkBasis Issues Including Allocation of Liabilities [01:01:03]This session focuses on the calculation of a partner’s basis in its interest (“outside basis”), including the impact of liabilities on a partner’s outside basis. After completing this session, participants will be able to:Calculate outside basis attributable to equity and liabilitiesApply the regulations under Section 752 (relating to both recourse and nonrecourse liabilities)Identify the planning opportunities and pitfalls created by the Section 752 regulationsDavid S. Griffel, Amanda H. Nussbaum The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Allocation of Partnership Liabilities Under Section 752 (January 16, 2018)Howard E. AbramsPresentation MaterialPartnership Basis Issues Including Allocation of LiabilitiesDavid S. Griffel, Amanda H. Nussbaum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466568 466568 98 G3154 1:02:33 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466569?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkBasis Issues Including Allocation of Liabilities [01:01:03]This session focuses on the calculation of a partner’s basis in its interest (“outside basis”), including the impact of liabilities on a partner’s outside basis. After completing this session, participants will be able to:Calculate outside basis attributable to equity and liabilitiesApply the regulations under Section 752 (relating to both recourse and nonrecourse liabilities)Identify the planning opportunities and pitfalls created by the Section 752 regulationsDavid S. Griffel, Amanda H. Nussbaum The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Allocation of Partnership Liabilities Under Section 752 (January 16, 2018)Howard E. AbramsPresentation MaterialPartnership Basis Issues Including Allocation of LiabilitiesDavid S. Griffel, Amanda H. Nussbaum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466569 466569 25 G3154 1:00:21 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466532?tCode=WTC5_RSS01 Corporate partnerships Hedge funds Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkTax Planning for Hedge Funds [01:00:22]This session will examine some hedge fund structures, provide tax planning guidance for managers and investors, examine Section 704(c) methods, and provide operational considerations. After completing this session, participants will be able to:Describe different hedge fund structures, such as master-feeder and parallel funds, structures for managers, and “side pockets”Understand securities aggregation and stuffing allocations under Section 704(c)Employ tax planning strategies for both managers and investorsPhilippe BenedictThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hedge Fund Tax Considerations (January 9, 2026)Philippe Benedict,David S. GriffelPresentation MaterialHedge FundsPhilippe Benedict Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466532 466532 98 G3154 1:01:52 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466534?tCode=WTC5_RSS01 Corporate partnerships Hedge funds Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkTax Planning for Hedge Funds [01:00:22]This session will examine some hedge fund structures, provide tax planning guidance for managers and investors, examine Section 704(c) methods, and provide operational considerations. After completing this session, participants will be able to:Describe different hedge fund structures, such as master-feeder and parallel funds, structures for managers, and “side pockets”Understand securities aggregation and stuffing allocations under Section 704(c)Employ tax planning strategies for both managers and investorsPhilippe BenedictThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hedge Fund Tax Considerations (January 9, 2026)Philippe Benedict,David S. GriffelPresentation MaterialHedge FundsPhilippe Benedict Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466534 466534 163 G3154 1:01:52 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/466533?tCode=WTC5_RSS01 Corporate partnerships Hedge funds Tax planning and strategy Taken from the Web Program Recorded May 4 - 6, 2026 in New YorkTax Planning for Hedge Funds [01:00:22]This session will examine some hedge fund structures, provide tax planning guidance for managers and investors, examine Section 704(c) methods, and provide operational considerations. After completing this session, participants will be able to:Describe different hedge fund structures, such as master-feeder and parallel funds, structures for managers, and “side pockets”Understand securities aggregation and stuffing allocations under Section 704(c)Employ tax planning strategies for both managers and investorsPhilippe BenedictThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hedge Fund Tax Considerations (January 9, 2026)Philippe Benedict,David S. GriffelPresentation MaterialHedge FundsPhilippe Benedict Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466533 466533 25 G3154 0:59:40 https://www.pli.edu/programs/the-left-turn-that-changes-everything-rethinking-career-mistakes-and-setbacks--lawyers-in-real-conversation/469379?tCode=WTC5_RSS01 Judgment Career development Decision-making (Career development) Taken from the Web Program Recorded May 4, 2026 in New YorkThe Left Turn That Changes Everything: Rethinking Career Mistakes and Setbacks – Lawyers in Real Conversation [00:01:00]After completing this program, viewers will be prepared to:Recognize how the legal profession’s emphasis on risk avoidance can shape lawyers’ perceptions of mistakes and setbacksIdentify how perceived career or personal setbacks can affect confidence, decision-making, and willingness to take professional risksExplore ways to reframe setbacks as valuable learning experiences that strengthen judgment and resilienceDevelop a healthier approach to career decision-making that reduces fear of “getting it wrong”Apply insights shared by experienced lawyers who have navigated pivotal turning points in their careersAnjli Garg, Kelly Morgan, Rachel Turow, Rhonda Coleman WandelPresentation MaterialThe Left Turn That Changes Everything: Rethinking Mistakes and Setbacks in the Legal Profession (May 2026)Anjli Garg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469379 469379 163 G5790 1:01:36 https://www.pli.edu/programs/the-left-turn-that-changes-everything-rethinking-career-mistakes-and-setbacks--lawyers-in-real-conversation/469381?tCode=WTC5_RSS01 Judgment Career development Decision-making (Career development) Taken from the Web Program Recorded May 4, 2026 in New YorkThe Left Turn That Changes Everything: Rethinking Career Mistakes and Setbacks – Lawyers in Real Conversation [00:01:00]After completing this program, viewers will be prepared to:Recognize how the legal profession’s emphasis on risk avoidance can shape lawyers’ perceptions of mistakes and setbacksIdentify how perceived career or personal setbacks can affect confidence, decision-making, and willingness to take professional risksExplore ways to reframe setbacks as valuable learning experiences that strengthen judgment and resilienceDevelop a healthier approach to career decision-making that reduces fear of “getting it wrong”Apply insights shared by experienced lawyers who have navigated pivotal turning points in their careersAnjli Garg, Kelly Morgan, Rachel Turow, Rhonda Coleman WandelPresentation MaterialThe Left Turn That Changes Everything: Rethinking Mistakes and Setbacks in the Legal Profession (May 2026)Anjli Garg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 469381 469381 98 G5790 1:01:36 https://www.pli.edu/programs/ethical-issues-in-pro-bono-representation/442165?tCode=WTC5_RSS01 Ethics and professional responsibility Immigration and naturalization Public interest law and pro bono Nonprofit organizations Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442165 442165 20 G3020 2026-12-14T16:20:00Z 2:20:46 New York NY USA https://www.pli.edu/programs/ethical-issues-in-pro-bono-representation/442166?tCode=WTC5_RSS01 Ethics and professional responsibility Immigration and naturalization Public interest law and pro bono Nonprofit organizations Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442166 442166 13 G3020 2026-12-14T16:20:00Z 2:20:46 New York NY USA https://www.pli.edu/programs/for-summer-associates-getting-the-offer--how-to-ensure-you-have-a-successful-summer/461377?tCode=WTC5_RSS01 Professional development This Program Does Not Offer CLE Credit in Any JurisdictionCongratulations! You’ve gotten the summer associate offer at a mid to large law firm. Now what? Register for this briefing and in just one hour you will learn the secrets to success. If you are going to be a summer associate this summer, you will want to attend this session to make sure you have a successful summer. This program will lay out all of the tips and expectations to help ensure you receive an offer to return at the end. It breaks down the client service, social and substantive expectations law firms typically have to ensure you are fully prepared.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461377 461377 104 G5732 1:01:42 https://www.pli.edu/programs/for-summer-associates-getting-the-offer--how-to-ensure-you-have-a-successful-summer/464076?tCode=WTC5_RSS01 Professional development This Program Does Not Offer CLE Credit in Any JurisdictionCongratulations! You’ve gotten the summer associate offer at a mid to large law firm. Now what? Register for this briefing and in just one hour you will learn the secrets to success. If you are going to be a summer associate this summer, you will want to attend this session to make sure you have a successful summer. This program will lay out all of the tips and expectations to help ensure you receive an offer to return at the end. It breaks down the client service, social and substantive expectations law firms typically have to ensure you are fully prepared.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464076 464076 98 G5732 1:02:02 https://www.pli.edu/programs/for-summer-associates-getting-the-offer--how-to-ensure-you-have-a-successful-summer/464077?tCode=WTC5_RSS01 Professional development This Program Does Not Offer CLE Credit in Any JurisdictionCongratulations! You’ve gotten the summer associate offer at a mid to large law firm. Now what? Register for this briefing and in just one hour you will learn the secrets to success. If you are going to be a summer associate this summer, you will want to attend this session to make sure you have a successful summer. This program will lay out all of the tips and expectations to help ensure you receive an offer to return at the end. It breaks down the client service, social and substantive expectations law firms typically have to ensure you are fully prepared.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464077 464077 163 G5732 1:02:02 https://www.pli.edu/programs/stagecraft-the-overlapping-techniques-of-writing-songs-for-musicals-and-legal-advocacy/459110?tCode=WTC5_RSS01 Litigation Professional development Legal writing, drafting, and negotiation When writing a song for the stage, the stakes of the controversy must be kept in mind at all times. The same goes when advocating for a client. After all, the courtroom as a stage is no strange metaphor to our theatrical profession, but there is something more to this comparison beyond the standard tropes that we are already familiar with. Writing songs for musicals, a discrete theatrical art in and of itself, relies on the same techniques as legal advocacy. Both implement effective writing – whether for the stage or the courtroom – to explain to an audience of someone’s wants and needs. Both rely on a systematic structure as a means of persuasion.In this Briefing, we will study the comparison between the legal and theatrical traditions and uncover the key similarity between the two. We will consider the concept of a theme to find the central idea for both song and argument, as well as the importance of topic sentences as “leitmotifs” for driving our theme. We will identify the client as a character, central to both musical writing and legal writing. We will explore the similarities of writing a brief as notating a score and the process of editing work. We will then compare the art of lyric-writing to the art of oral advocacy. By evoking the musical writing structure, we can better organize and present our arguments by properly considering the underlying emotional push. Only then can we effectively tell our client’s story before the curtain falls. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459110 459110 104 G5705 1:01:59 https://www.pli.edu/programs/stagecraft-the-overlapping-techniques-of-writing-songs-for-musicals-and-legal-advocacy/464182?tCode=WTC5_RSS01 Litigation Professional development Legal writing, drafting, and negotiation When writing a song for the stage, the stakes of the controversy must be kept in mind at all times. The same goes when advocating for a client. After all, the courtroom as a stage is no strange metaphor to our theatrical profession, but there is something more to this comparison beyond the standard tropes that we are already familiar with. Writing songs for musicals, a discrete theatrical art in and of itself, relies on the same techniques as legal advocacy. Both implement effective writing – whether for the stage or the courtroom – to explain to an audience of someone’s wants and needs. Both rely on a systematic structure as a means of persuasion.In this Briefing, we will study the comparison between the legal and theatrical traditions and uncover the key similarity between the two. We will consider the concept of a theme to find the central idea for both song and argument, as well as the importance of topic sentences as “leitmotifs” for driving our theme. We will identify the client as a character, central to both musical writing and legal writing. We will explore the similarities of writing a brief as notating a score and the process of editing work. We will then compare the art of lyric-writing to the art of oral advocacy. By evoking the musical writing structure, we can better organize and present our arguments by properly considering the underlying emotional push. Only then can we effectively tell our client’s story before the curtain falls. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464182 464182 163 G5705 1:02:41 https://www.pli.edu/programs/stagecraft-the-overlapping-techniques-of-writing-songs-for-musicals-and-legal-advocacy/464183?tCode=WTC5_RSS01 Litigation Professional development Legal writing, drafting, and negotiation When writing a song for the stage, the stakes of the controversy must be kept in mind at all times. The same goes when advocating for a client. After all, the courtroom as a stage is no strange metaphor to our theatrical profession, but there is something more to this comparison beyond the standard tropes that we are already familiar with. Writing songs for musicals, a discrete theatrical art in and of itself, relies on the same techniques as legal advocacy. Both implement effective writing – whether for the stage or the courtroom – to explain to an audience of someone’s wants and needs. Both rely on a systematic structure as a means of persuasion.In this Briefing, we will study the comparison between the legal and theatrical traditions and uncover the key similarity between the two. We will consider the concept of a theme to find the central idea for both song and argument, as well as the importance of topic sentences as “leitmotifs” for driving our theme. We will identify the client as a character, central to both musical writing and legal writing. We will explore the similarities of writing a brief as notating a score and the process of editing work. We will then compare the art of lyric-writing to the art of oral advocacy. By evoking the musical writing structure, we can better organize and present our arguments by properly considering the underlying emotional push. Only then can we effectively tell our client’s story before the curtain falls. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464183 464183 98 G5705 1:02:41 https://www.pli.edu/catalog/publications/answer-book/privacy-law-answer-book/422965?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Covers online privacy policies, the Children’s Online Privacy and Protection Act, mobile device privacy, financial privacy, medical privacy, workplace privacy, online behavioral advertising and tracking, and privacy enforcement and litigation. Includes a chapter on global privacy laws. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 422965 422965 167 0:00:00 https://www.pli.edu/catalog/publications/answer-book/privacy-law-answer-book/370687?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Covers online privacy policies, the Children’s Online Privacy and Protection Act, mobile device privacy, financial privacy, medical privacy, workplace privacy, online behavioral advertising and tracking, and privacy enforcement and litigation. Includes a chapter on global privacy laws. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 370687 370687 167 0:00:00 https://www.pli.edu/catalog/publications/answer-book/privacy-law-answer-book/343871?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Privacy Law Answer Book makes clear sense of the patchwork of federal, state, and international laws and regulations that govern how private-sector entities handle consumers’ electronic data and personal information in commercial settings. Among other topics, the book addresses online privacy policies, the Children’s Online Privacy and Protection Act (COPPA), mobile device privacy, financial privacy, medical privacy, workplace privacy, online behavioral advertising and tracking, the California Consumer Privacy Act (CCPA) and other recent state privacy laws, and privacy enforcement and litigation.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 343871 343871 167 0:00:00 https://www.pli.edu/catalog/publications/answer-book/privacy-law-answer-book/305216?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Privacy Law Answer Book makes clear sense of the patchwork of federal, state, and international laws and regulations that govern how private-sector entities handle consumers’ electronic data and personal information in commercial settings. Among other topics, the book addresses online privacy policies, the Children’s Online Privacy and Protection Act (COPPA), mobile device privacy, financial privacy, medical privacy, workplace privacy, online behavioral advertising and tracking, the California Consumer Privacy Act (CCPA) and other recent state privacy laws, and privacy enforcement and litigation.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 305216 305216 168 0:00:00 https://www.pli.edu/programs/the-emergence-of-ai-specific-protective-orders-what-litigators-and-their-teams-need-to-know/473508?tCode=WTC5_RSS01 Cybersecurity and data protection Litigation Protective orders (Discovery) Technology Artificial intelligence As technology has evolved, protective orders have been used to protect sensitive information ranging from confidential R&D data to source code. Courts are now grappling with the question of how protective orders should address litigants’ use of AI tools to review and analyze confidential documents produced by opposing parties in discovery. To date, the courts that have addressed this issue have taken different approaches and approved or ordered protective order provisions that vary widely in scope and specificity. A common theme that is explicitly stated in a protective order issued by the U.S. District Court for the Southern District of New York in June 2026 is that counsel of record are required to take reasonable steps to ensure compliance with the AI-specific provisions in these protective orders. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 473508 473508 83 G5874 2026-12-14T19:00:00Z 1:00:20 New York NY USA https://www.pli.edu/catalog/publications/treatise/artificial-intelligence--intellectual-property/423012?tCode=WTC5_RSS01 Intellectual property Patents Inventors Technology Artificial intelligence With expert insights across copyrights, patents, data rights, and more, Artificial Intelligence & Intellectual Property demystifies complex questions of authorship, ownership, and inventorship; consent, transparency, fair use; and ethics—providing analysis for policymakers, lawyers, and innovators. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 423012 423012 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/artificial-intelligence--intellectual-property/450138?tCode=WTC5_RSS01 Intellectual property Patents Inventors Technology Artificial intelligence Over the past decade, artificial intelligence (AI) technologies have rapidly evolved from experimental curiosities to pivotal drivers of innovation, creativity, and economic growth. In fields ranging from healthcare to entertainment, AI systems are generating outputs that challenge traditional notions of authorship, inventorship, ownership, and liability. Today, legal practitioners, scholars, businesses, and governments worldwide are grappling with profound questions: Does AI-generated work qualify for copyright protection? Can an algorithm be considered an “inventor” under patent law? How do we protect data when AI systems rely on massive datasets? Who is held responsible when AI-based decisions infringe on IP rights or cause tangible harm?Artificial Intelligence & Intellectual Property provides an authoritative, yet accessible, resource for those navigating these uncharted legal waters. AI & IP explores the intersection of AI and every branch of intellectual property, offering insights that can guide future legal reasoning, policy-making, and practical decision-making. IP law experts address not only copyrights but also patents, trade secrets, trademarks, data rights, the right of publicity, AI liability issues, and ethical considerations. Each chapter can stand alone for a focused dive into its specific area, but taken together, they form a cohesive examination of the ethical, legal, and practical dilemmas AI brings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450138 450138 111 0:00:00 https://www.pli.edu/programs/nuts-and-bolts-of-corporate-bankruptcy/441836?tCode=WTC5_RSS01 Bankruptcy and restructuring Bankruptcy process Corporate bankruptcy Practice skills (Bankruptcy and restructuring) Regulation, compliance, and enforcement (Bankruptcy and restructuring) Businesses in financial distress are not an unusual sight these days, and as a result, it is essential for attorneys of all levels and in all practice areas to become familiar with the fundamental tenets of bankruptcy law. Whether you are just starting out in your career, thinking about broadening your practice area to include this field, or want to be able to spot the issues when advising your clients, this program will provide you with an essential foundation. Hear from a premier faculty of experts who will arm you with the practice tips and basic concepts every bankruptcy attorney needs. Learn how to guide your clients through this complicated process, and find out what questions to ask your clients. Learn when it is time for a distressed company to consider bankruptcy and discover when reorganization is an option. This course is perfect for attorneys who want to learn or re-learn how to counsel their clients on bankruptcy issues in the most effective manner.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441836 441836 3 G3234 2026-12-15T20:30:00Z 6:40:10 New York NY USA https://www.pli.edu/programs/nuts-and-bolts-of-corporate-bankruptcy/441837?tCode=WTC5_RSS01 Bankruptcy and restructuring Bankruptcy process Corporate bankruptcy Practice skills (Bankruptcy and restructuring) Regulation, compliance, and enforcement (Bankruptcy and restructuring) Businesses in financial distress are not an unusual sight these days, and as a result, it is essential for attorneys of all levels and in all practice areas to become familiar with the fundamental tenets of bankruptcy law. Whether you are just starting out in your career, thinking about broadening your practice area to include this field, or want to be able to spot the issues when advising your clients, this program will provide you with an essential foundation. Hear from a premier faculty of experts who will arm you with the practice tips and basic concepts every bankruptcy attorney needs. Learn how to guide your clients through this complicated process, and find out what questions to ask your clients. Learn when it is time for a distressed company to consider bankruptcy and discover when reorganization is an option. This course is perfect for attorneys who want to learn or re-learn how to counsel their clients on bankruptcy issues in the most effective manner.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441837 441837 13 G3234 2026-12-15T20:30:00Z 6:40:10 New York NY USA https://www.pli.edu/programs/patent-law-institute/chb/442982?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Patents Patent claims Patent litigation The past several years brought a constant barrage of changes in patent law, between proposed new legislation (PERA, PREVAIL), new USPTO filing procedures (DOCX, Patent Center), and Supreme Court activity (Amgen, etc.) at a rate not seen in decades. The Institute is your answer to keeping abreast of these myriad developments, whether your practice focuses on litigation, prosecution, or strategy/transactions. Sit back, listen, and learn and ask questions from our experienced faculty. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442982 442982 28 G3187 0:00:00 https://www.pli.edu/programs/patent-law-institute/chb/442983?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Patents Patent claims Patent litigation The past several years brought a constant barrage of changes in patent law, between proposed new legislation (PERA, PREVAIL), new USPTO filing procedures (DOCX, Patent Center), and Supreme Court activity (Amgen, etc.) at a rate not seen in decades. The Institute is your answer to keeping abreast of these myriad developments, whether your practice focuses on litigation, prosecution, or strategy/transactions. Sit back, listen, and learn and ask questions from our experienced faculty. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442983 442983 257 G3187 0:00:00 https://www.pli.edu/programs/trends-in-ai-related-securities-litigation/458848?tCode=WTC5_RSS01 Litigation Class actions Securities litigation Technology Artificial intelligence With the accelerated development of artificial intelligence and its growing use in all facets of business, more corporations are making AI-related disclosures. These types of disclosures have been the focus of an increasing number of securities class actions and will likely continue to give rise to more securities litigation filings in the next few years. This session will assist both in-house and outside counsel with navigating these types of cases and outline strategies for corporations to reduce litigation risk. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458848 458848 104 G5696 1:00:25 https://www.pli.edu/programs/trends-in-ai-related-securities-litigation/463941?tCode=WTC5_RSS01 Litigation Class actions Securities litigation Technology Artificial intelligence With the accelerated development of artificial intelligence and its growing use in all facets of business, more corporations are making AI-related disclosures. These types of disclosures have been the focus of an increasing number of securities class actions and will likely continue to give rise to more securities litigation filings in the next few years. This session will assist both in-house and outside counsel with navigating these types of cases and outline strategies for corporations to reduce litigation risk. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463941 463941 163 G5696 1:01:07 https://www.pli.edu/programs/trends-in-ai-related-securities-litigation/463940?tCode=WTC5_RSS01 Litigation Class actions Securities litigation Technology Artificial intelligence With the accelerated development of artificial intelligence and its growing use in all facets of business, more corporations are making AI-related disclosures. These types of disclosures have been the focus of an increasing number of securities class actions and will likely continue to give rise to more securities litigation filings in the next few years. This session will assist both in-house and outside counsel with navigating these types of cases and outline strategies for corporations to reduce litigation risk. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463940 463940 98 G5696 1:01:07 https://www.pli.edu/programs/patent-law-institute/442980?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Patents Patent claims Patent litigation The past several years brought a constant barrage of changes in patent law, between proposed new legislation (PERA, PREVAIL), new USPTO filing procedures (DOCX, Patent Center), and Supreme Court activity (Amgen, etc.) at a rate not seen in decades. The Institute is your answer to keeping abreast of these myriad developments, whether your practice focuses on litigation, prosecution, or strategy/transactions. Sit back, listen, and learn and ask questions from our experienced faculty. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442980 442980 32 G3187 12:16:30 https://www.pli.edu/programs/copyright-law-workshop/chb/441905?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Technology This program is designed to provide copyright lawyers with some experience with key practical takeaways to immediately support their practice. The agenda addresses common areas of copyright practice at a level that assumes a strong working knowledge of substantive copyright law so the discussion will focus more on strategy than on introductory concepts.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441905 441905 28 G5386 0:00:00 https://www.pli.edu/programs/copyright-law-workshop/chb/441906?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Technology This program is designed to provide copyright lawyers with some experience with key practical takeaways to immediately support their practice. The agenda addresses common areas of copyright practice at a level that assumes a strong working knowledge of substantive copyright law so the discussion will focus more on strategy than on introductory concepts.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441906 441906 257 G5386 0:00:00 https://www.pli.edu/programs/how-to-read-financial-statements/441487?tCode=WTC5_RSS01 Accounting and financial reporting Accounting standards Practice skills (Accounting and financial reporting) Ever wonder how to decode the story behind a company’s financial health? Join us to unlock the key information hidden in financial statements and learn how to quite literally read between the lines. Financial statements provide essential insights into a company’s financial performance and are considered the language of business. Understanding them is crucial for structuring financial transactions and litigating business disputes. However, many attorneys lack training in this area. This half-day program was designed as a primer for those looking to learn exactly how to read financial statements and who may be unfamiliar with them. An engaging panel of experts will discuss the balance sheet, income statement, and statement of cash flows, highlighting the critical information each communicates. By the end of this session, you will be able to identify red flags in financial reports, ask informed questions during due diligence, and confidently advise clients on financial matters. This program will provide you with the foundational knowledge to read and interpret financial statements, empowering you to make informed decisions and deliver better solutions to your clients. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441487 441487 32 G3235 3:56:38 https://www.pli.edu/programs/prediction-markets/460067?tCode=WTC5_RSS01 Fintech Intellectual property Regulation, compliance, and enforcement (Securities and other financial products) Technology Regulation, compliance, and enforcement (Technology) Prediction markets have taken a meteoric rise as a cultural and financial phenomenon in the last year. Interest meaningfully took off during the November 2024 presidential election and culminated most recently with an eye-popping $4.8 billion in trading volume this February in the week leading up to Superbowl LX. Today, this activity centers around the Polymarket and Kalshi platforms. New entrants are coming fast and furiously, from new start-ups to incumbents in financial services and gaming. Prediction market platforms, including Polymarket and Kalshi, deploy new technologies to make new types of markets. They take different and new approaches in how and to whom trading is offered. They challenge incumbents ranging from traditional futures markets to gaming services. They also change the way information is shared and understood—the current CFTC Chair has referred to these as “information markets.” And they raise new and interesting legal and regulatory questions, many of which result in headlines of their own.This briefing brings together the leading experts in prediction markets in the United States, including the head lawyers at Polymarket and Kalshi, together with leading outside counsel. The panel will explain how these markets work and will dive into current legal and regulatory issues, which have drawn the attention of policy-markets, regulators, and competitors worldwide. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460067 460067 104 G5719 1:01:35 https://www.pli.edu/programs/prediction-markets/463843?tCode=WTC5_RSS01 Fintech Intellectual property Regulation, compliance, and enforcement (Securities and other financial products) Technology Regulation, compliance, and enforcement (Technology) Prediction markets have taken a meteoric rise as a cultural and financial phenomenon in the last year. Interest meaningfully took off during the November 2024 presidential election and culminated most recently with an eye-popping $4.8 billion in trading volume this February in the week leading up to Superbowl LX. Today, this activity centers around the Polymarket and Kalshi platforms. New entrants are coming fast and furiously, from new start-ups to incumbents in financial services and gaming. Prediction market platforms, including Polymarket and Kalshi, deploy new technologies to make new types of markets. They take different and new approaches in how and to whom trading is offered. They challenge incumbents ranging from traditional futures markets to gaming services. They also change the way information is shared and understood—the current CFTC Chair has referred to these as “information markets.” And they raise new and interesting legal and regulatory questions, many of which result in headlines of their own.This briefing brings together the leading experts in prediction markets in the United States, including the head lawyers at Polymarket and Kalshi, together with leading outside counsel. The panel will explain how these markets work and will dive into current legal and regulatory issues, which have drawn the attention of policy-markets, regulators, and competitors worldwide. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463843 463843 98 G5719 1:02:17 https://www.pli.edu/programs/prediction-markets/463844?tCode=WTC5_RSS01 Fintech Intellectual property Regulation, compliance, and enforcement (Securities and other financial products) Technology Regulation, compliance, and enforcement (Technology) Prediction markets have taken a meteoric rise as a cultural and financial phenomenon in the last year. Interest meaningfully took off during the November 2024 presidential election and culminated most recently with an eye-popping $4.8 billion in trading volume this February in the week leading up to Superbowl LX. Today, this activity centers around the Polymarket and Kalshi platforms. New entrants are coming fast and furiously, from new start-ups to incumbents in financial services and gaming. Prediction market platforms, including Polymarket and Kalshi, deploy new technologies to make new types of markets. They take different and new approaches in how and to whom trading is offered. They challenge incumbents ranging from traditional futures markets to gaming services. They also change the way information is shared and understood—the current CFTC Chair has referred to these as “information markets.” And they raise new and interesting legal and regulatory questions, many of which result in headlines of their own.This briefing brings together the leading experts in prediction markets in the United States, including the head lawyers at Polymarket and Kalshi, together with leading outside counsel. The panel will explain how these markets work and will dive into current legal and regulatory issues, which have drawn the attention of policy-markets, regulators, and competitors worldwide. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463844 463844 163 G5719 1:02:17 https://www.pli.edu/programs/complex-commercial-agreements-best-practices-and-common-mistakes/468729?tCode=WTC5_RSS01 Contractual terms (Corporate contracts) Legal writing, drafting, and negotiation Contract drafting and negotiation Taken from the Web Program Recorded May 1, 2026 in New YorkComplex Commercial Agreements: Best Practices and Common Mistakes [00:01:00]Importance of counsel clearly and correctly drafting a complex commercial agreement  Key legal considerations with respect to various parts of a complex commercial agreement, including:  Provisions that define the scope of the relationship and each party’s responsibilities Governance frameworks  Dispute resolution procedures  Indemnification obligations and limitations of liability  Preferential treatment provisions (most favored nations, right of first refusal, right of first negotiation) Economics  Transferability of the agreement Final drafting considerations and things all lawyers should remember Presentation MaterialBriefing PPT: Complex Commercial Agreements: Best Practices and Common MistakesFrank J. Azzopardi, David BauerBriefing Handout: Complex Commercial Agreements: Best Practices and Common MistakesFrank J. Azzopardi, David Bauer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468729 468729 163 G5789 1:01:52 https://www.pli.edu/programs/complex-commercial-agreements-best-practices-and-common-mistakes/468728?tCode=WTC5_RSS01 Contractual terms (Corporate contracts) Legal writing, drafting, and negotiation Contract drafting and negotiation Taken from the Web Program Recorded May 1, 2026 in New YorkComplex Commercial Agreements: Best Practices and Common Mistakes [00:01:00]Importance of counsel clearly and correctly drafting a complex commercial agreement  Key legal considerations with respect to various parts of a complex commercial agreement, including:  Provisions that define the scope of the relationship and each party’s responsibilities Governance frameworks  Dispute resolution procedures  Indemnification obligations and limitations of liability  Preferential treatment provisions (most favored nations, right of first refusal, right of first negotiation) Economics  Transferability of the agreement Final drafting considerations and things all lawyers should remember Presentation MaterialBriefing PPT: Complex Commercial Agreements: Best Practices and Common MistakesFrank J. Azzopardi, David BauerBriefing Handout: Complex Commercial Agreements: Best Practices and Common MistakesFrank J. Azzopardi, David Bauer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 468728 468728 98 G5789 1:01:52 https://www.pli.edu/programs/diversity/chb/442732?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias in law practice Underrepresented racial and ethnic groups in law practice Acquire practical strategies for advancing inclusion in today’s legal workplace through this half-day program led by seasoned attorneys and DEI experts. The agenda weaves together key themes impacting the profession: you’ll explore the intersection of DEI and AI to uncover both emerging opportunities and potential risks, while also gaining tools to support senior women attorneys, including addressing menopause openly and building policies that foster belonging. A holistic approach will help you recognize and counter stereotypes and biases, particularly those affecting Asian American Pacific Islander (AAPI) attorneys, ensuring that all voices are included and empowered. By blending these critical topics, the program equips you with immediate, actionable strategies to enhance inclusive leadership and strengthen workplace culture for everyone. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442732 442732 28 G4447 0:00:00 https://www.pli.edu/programs/diversity/chb/442733?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias in law practice Underrepresented racial and ethnic groups in law practice Acquire practical strategies for advancing inclusion in today’s legal workplace through this half-day program led by seasoned attorneys and DEI experts. The agenda weaves together key themes impacting the profession: you’ll explore the intersection of DEI and AI to uncover both emerging opportunities and potential risks, while also gaining tools to support senior women attorneys, including addressing menopause openly and building policies that foster belonging. A holistic approach will help you recognize and counter stereotypes and biases, particularly those affecting Asian American Pacific Islander (AAPI) attorneys, ensuring that all voices are included and empowered. By blending these critical topics, the program equips you with immediate, actionable strategies to enhance inclusive leadership and strengthen workplace culture for everyone. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442733 442733 257 G4447 0:00:00 https://www.pli.edu/programs/audit-committees-and-financial-reporting/chb/441546?tCode=WTC5_RSS01 Auditing Audit committees (Corporate governance) Special committees (Corporate governance) Internal investigations (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) This program aims to enhance professionals’ understanding of the nuances of what is required of audit committees and special committees, and those who advise them. Our faculty of experts will delve into regulatory developments and trends from the past year, the pressing legal ethics issues of the day, and will take a four-part approach to discussing internal investigations.   Attendees will investigate and gain insight into how internal investigations are approached from multiple perspectives: the board of directors, the outside counsel, the forensic accountant, and the regulators and auditors. By exploring internal investigations from each perspective, the faculty will provide a well-rounded program on what professionals need to know when dealing with audit committees, special committees, and internal investigations.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441546 441546 257 G3228 0:00:00 https://www.pli.edu/programs/negotiating-commercial-leases/chb/442213?tCode=WTC5_RSS01 Real estate Real estate leasing Real estate contracts Co-Chairs Meyer Last, Ruth A. Schoenmeyer, and John Busey Wood have planned an exceptional agenda for this always popular two-day course, created by the venerable Milton Friedman as the Milton Friedman Lecture Series over 50 years ago.Each year, this in-depth tutorial on drafting and negotiating essential provisions of commercial leases, teaches actual practical skills for attorneys of all levels to succeed. We will dissect cases still winding through the court system while providing invaluable perspective drawn from their decades of experience. Participants will gain a better understanding of dispute resolution, liability risk shifting, accounting terms, valuation, and cost allocation from the viewpoints of both landlords and tenants. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442213 442213 257 G3162 0:00:00 https://www.pli.edu/catalog/publications/treatise/variable-annuities-and-other-insurance-investment-products/240085?tCode=WTC5_RSS01 Insurance products Variable life insurance Variable annuities Regulation, compliance, and enforcement (Securities and other financial products) Insurance-based investment products Extensive coverage of variable insurance products, including its complex regulatory framework of federal securities laws, state insurance laws, ERISA, and tax. Tracks and analyzes newer insurance investment products, such as SEC-registered fixed annuities. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 240085 240085 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/the-partnership-tax-practice-series-planning-for-domestic-and-foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/275013?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Regulation, compliance, and enforcement (Tax) Tax planning and strategy Sixteen-volume resource offering comprehensive analysis of transactional partnership tax-related issues. Covers drafting and negotiating partnership and LLC agreements, and more complex issues like tax treatment of private equity and hedge funds, debt workouts, and related-party basis adjustments. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 275013 275013 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/master-the-8-k/305293?tCode=WTC5_RSS01 Securities litigation Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Form 8-K Liabilities (Securities filings and financial statements) Master the 8-K is a clear, concise, and comprehensive guide to filing the SEC’s Current Report on Form 8-K that every securities lawyer or person who is responsible for a company’s periodic SEC reports will want to have close at hand. Like its counterparts Master the 10-K and 10-Q and Master the Proxy Statement, this step-by-step guide draws on the expertise of author Gary M. Brown to deliver clear explanations, detailed guidance, and essential practice tips. Master the 8-K includes sample disclosure language, and detailed appendices containing the Form 8-K itself, key regulations, and SEC compliance and disclosure interpretations (C&DIs)—everything you need to become an 8-K expert.Master the 8-K begins with an overview of the Form 8-K requirements and principles generally applicable to all Form 8-K Items, then each Form 8-K Item is separately analyzed to alert you to critical matters about that Item and provide step-by-step instructions and expert practice tips. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 305293 305293 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/master-the-8-k/354138?tCode=WTC5_RSS01 Securities litigation Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Form 8-K Liabilities (Securities filings and financial statements) Master the 8-K is a clear, concise, and comprehensive guide to filing the SEC’s Current Report on Form 8-K that every securities lawyer or person who is responsible for a company’s periodic SEC reports will want to have close at hand. Like its counterparts Master the 10-K and 10-Q and Master the Proxy Statement, this step-by-step guide draws on the expertise of author Gary M. Brown to deliver clear explanations, detailed guidance, and essential practice tips. Master the 8-K includes sample disclosure language, and detailed appendices containing the Form 8-K itself, key regulations, and SEC compliance and disclosure interpretations (C&DIs)—everything you need to become an 8-K expert.Master the 8-K begins with an overview of the Form 8-K requirements and principles generally applicable to all Form 8-K Items, then each Form 8-K Item is separately analyzed to alert you to critical matters about that Item and provide step-by-step instructions and expert practice tips. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 354138 354138 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/master-the-8-k/395393?tCode=WTC5_RSS01 Securities litigation Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Form 8-K Liabilities (Securities filings and financial statements) A standalone guide to preparing and filing the SEC’s Form 8-K and designing and maintaining effective disclosure controls and procedures with step-by-step instructions and insider practice tips. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 395393 395393 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/master-the-8-k/447822?tCode=WTC5_RSS01 Securities litigation Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Form 8-K Liabilities (Securities filings and financial statements) A standalone guide to preparing and filing the SEC’s Form 8-K and designing and maintaining effective disclosure controls and procedures with step-by-step instructions and insider practice tips. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447822 447822 59 0:00:00 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466167?tCode=WTC5_RSS01 Private equity Private companies Executive compensation Employment taxes Partnership tax Taken from the Web Program Recorded April 30, 2026 in New YorkCarrying Forward, Carrying On and Cash and Carry in the Current Private Equity Environment [01:01:00]This panel will involve an in-depth and interactive discussion of important Internal Revenue Code provisions such as subchapter K, Section 83, Section 409A and others as they apply to this complex area with particular attention focused on the private equity market and longer dated realization periods. After attending this session, participants will be better able to:Consider the current economic cycle and understand the impacts on carried interest programs and new carried interest proposalsSensitize themselves to challenges associated with emerging trendsReport on recent trends and other related issuesIRS-CE for Tax Professionals Alexandra Alperovich, Henrik Patel, Steven W. Rabitz, Jeffrey RossThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Practical Law, Advanced Profits Interests Issues for Private Equity SponsorsHenrik PatelHenrik Patel and Arian Mossanenzadeh, Profits Interests: Private Equity’s Trump Card with ManagementHenrik Patel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466167 466167 25 G3042 1:01:00 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466174?tCode=WTC5_RSS01 Private equity Private companies Executive compensation Employment taxes Partnership tax Taken from the Web Program Recorded April 30, 2026 in New YorkCarrying Forward, Carrying On and Cash and Carry in the Current Private Equity Environment [01:01:00]This panel will involve an in-depth and interactive discussion of important Internal Revenue Code provisions such as subchapter K, Section 83, Section 409A and others as they apply to this complex area with particular attention focused on the private equity market and longer dated realization periods. After attending this session, participants will be better able to:Consider the current economic cycle and understand the impacts on carried interest programs and new carried interest proposalsSensitize themselves to challenges associated with emerging trendsReport on recent trends and other related issuesIRS-CE for Tax Professionals Alexandra Alperovich, Henrik Patel, Steven W. Rabitz, Jeffrey RossThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Practical Law, Advanced Profits Interests Issues for Private Equity SponsorsHenrik PatelHenrik Patel and Arian Mossanenzadeh, Profits Interests: Private Equity’s Trump Card with ManagementHenrik Patel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466174 466174 98 G3042 1:01:42 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466175?tCode=WTC5_RSS01 Private equity Private companies Executive compensation Employment taxes Partnership tax Taken from the Web Program Recorded April 30, 2026 in New YorkCarrying Forward, Carrying On and Cash and Carry in the Current Private Equity Environment [01:01:00]This panel will involve an in-depth and interactive discussion of important Internal Revenue Code provisions such as subchapter K, Section 83, Section 409A and others as they apply to this complex area with particular attention focused on the private equity market and longer dated realization periods. After attending this session, participants will be better able to:Consider the current economic cycle and understand the impacts on carried interest programs and new carried interest proposalsSensitize themselves to challenges associated with emerging trendsReport on recent trends and other related issuesIRS-CE for Tax Professionals Alexandra Alperovich, Henrik Patel, Steven W. Rabitz, Jeffrey RossThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Practical Law, Advanced Profits Interests Issues for Private Equity SponsorsHenrik PatelHenrik Patel and Arian Mossanenzadeh, Profits Interests: Private Equity’s Trump Card with ManagementHenrik Patel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466175 466175 163 G3042 1:01:42 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466183?tCode=WTC5_RSS01 Distressed companies Corporate restructuring Private companies Executive compensation Practice skills (Employee benefits) Taken from the Web Program Recorded April 30, 2026 in New YorkCompensation Issues for Troubled Companies [01:02:24]This session will examine compensation issues associated with troubled companies and the effort to align individual performance with a return to solvency. After completing this panel, participants will be better able to:Identify legal issues associated with promoting and retaining turnaround management for troubled companiesIllustrate incentive techniques for interim managers who may only stay as long as it takes to achieve the turnaroundConsider implementation and communication issuesStephanie Bollheimer, Courtney H. Benenson, Marissa J. HolobThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:KERPing Your Enthusiasm and Playing for KEIPs: Designing Successful Key Employee Incentive Plans in Chapter 11 BankruptcyMarissa J. HolobPresentation MaterialCompensation Issues for Troubled CompaniesCourtney H. Benenson, Stephanie Bollheimer, Marissa J. Holob Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466183 466183 163 G3042 1:02:24 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466182?tCode=WTC5_RSS01 Distressed companies Corporate restructuring Private companies Executive compensation Practice skills (Employee benefits) Taken from the Web Program Recorded April 30, 2026 in New YorkCompensation Issues for Troubled Companies [01:02:24]This session will examine compensation issues associated with troubled companies and the effort to align individual performance with a return to solvency. After completing this panel, participants will be better able to:Identify legal issues associated with promoting and retaining turnaround management for troubled companiesIllustrate incentive techniques for interim managers who may only stay as long as it takes to achieve the turnaroundConsider implementation and communication issuesStephanie Bollheimer, Courtney H. Benenson, Marissa J. HolobThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:KERPing Your Enthusiasm and Playing for KEIPs: Designing Successful Key Employee Incentive Plans in Chapter 11 BankruptcyMarissa J. HolobPresentation MaterialCompensation Issues for Troubled CompaniesCourtney H. Benenson, Stephanie Bollheimer, Marissa J. Holob Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466182 466182 98 G3042 1:02:24 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466171?tCode=WTC5_RSS01 Distressed companies Corporate restructuring Private companies Executive compensation Practice skills (Employee benefits) Taken from the Web Program Recorded April 30, 2026 in New YorkCompensation Issues for Troubled Companies [01:02:24]This session will examine compensation issues associated with troubled companies and the effort to align individual performance with a return to solvency. After completing this panel, participants will be better able to:Identify legal issues associated with promoting and retaining turnaround management for troubled companiesIllustrate incentive techniques for interim managers who may only stay as long as it takes to achieve the turnaroundConsider implementation and communication issuesStephanie Bollheimer, Courtney H. Benenson, Marissa J. HolobThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:KERPing Your Enthusiasm and Playing for KEIPs: Designing Successful Key Employee Incentive Plans in Chapter 11 BankruptcyMarissa J. HolobPresentation MaterialCompensation Issues for Troubled CompaniesCourtney H. Benenson, Stephanie Bollheimer, Marissa J. Holob Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466171 466171 25 G3042 1:01:42 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466180?tCode=WTC5_RSS01 Private companies Executive compensation Practice skills (Employee benefits) Employment agreements Employment taxes Taken from the Web Program Recorded April 30, 2026 in New York“$409A,000 Pyramid”—Lightning Round: A Game Show [01:01:57]This “competitive” session (with new questions and topics for 2026) will address questions about interpreting Section 409A of the Internal Revenue Code in ways relevant to private company incentive arrangements in a game show (and participant-centered) format. After attending this session, attendees will be better able to:Identify 409A issues in compensation arrangementsConsider “close calls” and difficult facts that may not have been anticipated by the rules’ draftersAnalyze competing arguments in the application of facts to lawSheri P. Adler, Arthur H. Kohn, Steven W. RabitzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sheri P. Adler, et al., Internal Revenue Code Section 409A, Summary and OutlineSheri P. Adler,Arthur H. Kohn,Steven W. RabitzPresentation Material“$409A,000 Pyramid”—Lightening Round: A Game Show.Sheri P. Adler, Arthur H. Kohn, Steven W. Rabitz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466180 466180 98 G3042 1:01:58 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466181?tCode=WTC5_RSS01 Private companies Executive compensation Practice skills (Employee benefits) Employment agreements Employment taxes Taken from the Web Program Recorded April 30, 2026 in New York“$409A,000 Pyramid”—Lightning Round: A Game Show [01:01:57]This “competitive” session (with new questions and topics for 2026) will address questions about interpreting Section 409A of the Internal Revenue Code in ways relevant to private company incentive arrangements in a game show (and participant-centered) format. After attending this session, attendees will be better able to:Identify 409A issues in compensation arrangementsConsider “close calls” and difficult facts that may not have been anticipated by the rules’ draftersAnalyze competing arguments in the application of facts to lawSheri P. Adler, Arthur H. Kohn, Steven W. RabitzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sheri P. Adler, et al., Internal Revenue Code Section 409A, Summary and OutlineSheri P. Adler,Arthur H. Kohn,Steven W. RabitzPresentation Material“$409A,000 Pyramid”—Lightening Round: A Game Show.Sheri P. Adler, Arthur H. Kohn, Steven W. Rabitz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466181 466181 163 G3042 1:01:58 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466170?tCode=WTC5_RSS01 Private companies Executive compensation Practice skills (Employee benefits) Employment agreements Employment taxes Taken from the Web Program Recorded April 30, 2026 in New York“$409A,000 Pyramid”—Lightning Round: A Game Show [01:01:57]This “competitive” session (with new questions and topics for 2026) will address questions about interpreting Section 409A of the Internal Revenue Code in ways relevant to private company incentive arrangements in a game show (and participant-centered) format. After attending this session, attendees will be better able to:Identify 409A issues in compensation arrangementsConsider “close calls” and difficult facts that may not have been anticipated by the rules’ draftersAnalyze competing arguments in the application of facts to lawSheri P. Adler, Arthur H. Kohn, Steven W. RabitzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sheri P. Adler, et al., Internal Revenue Code Section 409A, Summary and OutlineSheri P. Adler,Arthur H. Kohn,Steven W. RabitzPresentation Material“$409A,000 Pyramid”—Lightening Round: A Game Show.Sheri P. Adler, Arthur H. Kohn, Steven W. Rabitz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466170 466170 25 G3042 1:01:15 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466176?tCode=WTC5_RSS01 Corporate agreements Practice skills (Corporate law) Private companies Executive compensation Employment taxes Taken from the Web Program Recorded April 30, 2026 in New YorkAll That Glitters May Not be Gold [01:02:18]This panel will provide advanced perspectives on change in control related arrangements and interpretative and operational challenges for the unwary in connection with so-called “golden parachute” payments. After attending this session, participants will be better able to:Identify less obvious issues under Section 280G of the Internal Revenue CodeDevelop commercial skills to reach desirable outcomesManage competing business and legal objectivesJD Ivy, Kevin Kay, Erica SchohnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Background of Internal Revenue Code Section 280GErica SchohnPresentation MaterialAll That Glitters May Not be GoldJ.D. Ivy, Kevin Kay, Erica Schohn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466176 466176 98 G3042 1:02:18 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466177?tCode=WTC5_RSS01 Corporate agreements Practice skills (Corporate law) Private companies Executive compensation Employment taxes Taken from the Web Program Recorded April 30, 2026 in New YorkAll That Glitters May Not be Gold [01:02:18]This panel will provide advanced perspectives on change in control related arrangements and interpretative and operational challenges for the unwary in connection with so-called “golden parachute” payments. After attending this session, participants will be better able to:Identify less obvious issues under Section 280G of the Internal Revenue CodeDevelop commercial skills to reach desirable outcomesManage competing business and legal objectivesJD Ivy, Kevin Kay, Erica SchohnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Background of Internal Revenue Code Section 280GErica SchohnPresentation MaterialAll That Glitters May Not be GoldJ.D. Ivy, Kevin Kay, Erica Schohn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466177 466177 163 G3042 1:02:18 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466168?tCode=WTC5_RSS01 Corporate agreements Practice skills (Corporate law) Private companies Executive compensation Employment taxes Taken from the Web Program Recorded April 30, 2026 in New YorkAll That Glitters May Not be Gold [01:02:18]This panel will provide advanced perspectives on change in control related arrangements and interpretative and operational challenges for the unwary in connection with so-called “golden parachute” payments. After attending this session, participants will be better able to:Identify less obvious issues under Section 280G of the Internal Revenue CodeDevelop commercial skills to reach desirable outcomesManage competing business and legal objectivesJD Ivy, Kevin Kay, Erica SchohnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Background of Internal Revenue Code Section 280GErica SchohnPresentation MaterialAll That Glitters May Not be GoldJ.D. Ivy, Kevin Kay, Erica Schohn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466168 466168 25 G3042 1:01:36 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466184?tCode=WTC5_RSS01 Corporate restructuring Practice skills (Corporate law) Private companies Executive compensation Practice skills (Employee benefits) Taken from the Web Program Recorded April 30, 2026 in New YorkRock ‘n Roll(over)? Management and Sponsor Perspectives [01:01:59]This panel will provide perspectives on compensation practices associated with management rollovers. After attending this panel, attendees will be able to understand management rollovers generally and current challenges so that they may:Gain insights on what management employees and sponsors think aboutAppreciate broad market-wide and sector-related developmentsAssess competing demands in a stagnant marketHeather L. Coleman, Kyoko Takahashi Lin, Rohit A. NafdayThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sullivan & Cromwell, New York City to Require Large Employers to Disclose Race and Gender Pay Data (December 9, 2025)Heather L. ColemanSullivan & Cromwell, Supreme Court to Clarify Which Workers Can Avoid Arbitration (October 22, 2025)Heather L. ColemanSullivan & Cromwell, Employer Best Practices for Handling Confidential Information in the Context of Employee Departures (July 17, 2025)Heather L. ColemanPresentation MaterialRollover, Rollover, Send Management Right OverHeather L. Coleman, Kyoko Takahashi Lin, Rohit A. Nafday Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466184 466184 98 G3042 1:02:00 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466172?tCode=WTC5_RSS01 Corporate restructuring Practice skills (Corporate law) Private companies Executive compensation Practice skills (Employee benefits) Taken from the Web Program Recorded April 30, 2026 in New YorkRock ‘n Roll(over)? Management and Sponsor Perspectives [01:01:59]This panel will provide perspectives on compensation practices associated with management rollovers. After attending this panel, attendees will be able to understand management rollovers generally and current challenges so that they may:Gain insights on what management employees and sponsors think aboutAppreciate broad market-wide and sector-related developmentsAssess competing demands in a stagnant marketHeather L. Coleman, Kyoko Takahashi Lin, Rohit A. NafdayThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sullivan & Cromwell, New York City to Require Large Employers to Disclose Race and Gender Pay Data (December 9, 2025)Heather L. ColemanSullivan & Cromwell, Supreme Court to Clarify Which Workers Can Avoid Arbitration (October 22, 2025)Heather L. ColemanSullivan & Cromwell, Employer Best Practices for Handling Confidential Information in the Context of Employee Departures (July 17, 2025)Heather L. ColemanPresentation MaterialRollover, Rollover, Send Management Right OverHeather L. Coleman, Kyoko Takahashi Lin, Rohit A. Nafday Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466172 466172 25 G3042 1:01:17 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466185?tCode=WTC5_RSS01 Corporate restructuring Practice skills (Corporate law) Private companies Executive compensation Practice skills (Employee benefits) Taken from the Web Program Recorded April 30, 2026 in New YorkRock ‘n Roll(over)? Management and Sponsor Perspectives [01:01:59]This panel will provide perspectives on compensation practices associated with management rollovers. After attending this panel, attendees will be able to understand management rollovers generally and current challenges so that they may:Gain insights on what management employees and sponsors think aboutAppreciate broad market-wide and sector-related developmentsAssess competing demands in a stagnant marketHeather L. Coleman, Kyoko Takahashi Lin, Rohit A. NafdayThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sullivan & Cromwell, New York City to Require Large Employers to Disclose Race and Gender Pay Data (December 9, 2025)Heather L. ColemanSullivan & Cromwell, Supreme Court to Clarify Which Workers Can Avoid Arbitration (October 22, 2025)Heather L. ColemanSullivan & Cromwell, Employer Best Practices for Handling Confidential Information in the Context of Employee Departures (July 17, 2025)Heather L. ColemanPresentation MaterialRollover, Rollover, Send Management Right OverHeather L. Coleman, Kyoko Takahashi Lin, Rohit A. Nafday Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466185 466185 163 G3042 1:01:59 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466178?tCode=WTC5_RSS01 Private companies Executive compensation Practice skills (Employee benefits) Employment agreements Employment taxes Taken from the Web Program Recorded April 30, 2026 in New YorkNegotiating Executive Agreements in the Private Company Space: A Ringside Seat [01:14:29]This panel will offer opposing (but respectful) perspectives on the various tax, securities, corporate law and other economic and business deal drivers associated with negotiating executive agreements in the private company arena. After attending this session, participants will be better able to:Summarize challenges of each of the parties as they come to the tableAnticipate obstacles for successConsider how to get to “yes” without creating lasting ill-willSandra W. Cohen, Jean M. McLoughlinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Top Seven Questions Executives Should Ask About Private Company Stock OptionsSandra W. CohenPoint and Counterpoint: Negotiating Executive Agreements in the Private Company Space (PowerPoint slides)Sandra W. Cohen,Jean M. McLoughlinPresentation MaterialNegotiating Executive Agreements in the Private Company Space: A Ringside SeatSandra W. Cohen, Jean M. Mcloughlin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466178 466178 98 G3042 1:14:29 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466169?tCode=WTC5_RSS01 Private companies Executive compensation Practice skills (Employee benefits) Employment agreements Employment taxes Taken from the Web Program Recorded April 30, 2026 in New YorkNegotiating Executive Agreements in the Private Company Space: A Ringside Seat [01:14:29]This panel will offer opposing (but respectful) perspectives on the various tax, securities, corporate law and other economic and business deal drivers associated with negotiating executive agreements in the private company arena. After attending this session, participants will be better able to:Summarize challenges of each of the parties as they come to the tableAnticipate obstacles for successConsider how to get to “yes” without creating lasting ill-willSandra W. Cohen, Jean M. McLoughlinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Top Seven Questions Executives Should Ask About Private Company Stock OptionsSandra W. CohenPoint and Counterpoint: Negotiating Executive Agreements in the Private Company Space (PowerPoint slides)Sandra W. Cohen,Jean M. McLoughlinPresentation MaterialNegotiating Executive Agreements in the Private Company Space: A Ringside SeatSandra W. Cohen, Jean M. Mcloughlin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466169 466169 25 G3042 1:13:47 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/466179?tCode=WTC5_RSS01 Private companies Executive compensation Practice skills (Employee benefits) Employment agreements Employment taxes Taken from the Web Program Recorded April 30, 2026 in New YorkNegotiating Executive Agreements in the Private Company Space: A Ringside Seat [01:14:29]This panel will offer opposing (but respectful) perspectives on the various tax, securities, corporate law and other economic and business deal drivers associated with negotiating executive agreements in the private company arena. After attending this session, participants will be better able to:Summarize challenges of each of the parties as they come to the tableAnticipate obstacles for successConsider how to get to “yes” without creating lasting ill-willSandra W. Cohen, Jean M. McLoughlinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Top Seven Questions Executives Should Ask About Private Company Stock OptionsSandra W. CohenPoint and Counterpoint: Negotiating Executive Agreements in the Private Company Space (PowerPoint slides)Sandra W. Cohen,Jean M. McLoughlinPresentation MaterialNegotiating Executive Agreements in the Private Company Space: A Ringside SeatSandra W. Cohen, Jean M. Mcloughlin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466179 466179 163 G3042 1:14:29 https://www.pli.edu/programs/navigating-sijs-in-ca/466090?tCode=WTC5_RSS01 Family court Immigration and naturalization SIJS Judgment Taken from the Web Program Recorded April 30, 2026 in San FranciscoWho Needs to Know and When: Service Requirements When Seeking Custody and Special Immigrant Juvenile Findings in Family Court [01:01:01]Seeking Special Immigrant Juvenile Findings (SIJF) through a family court proceeding in California requires knowledge of the Family Code, the Code of Civil Procedure, and the California Rules of Court governing service and notice of the relevant documents filed in the state court. Familiarity with these requirements will allow you to obtain the predicate custody order for your client and the SIJF necessary to move your client’s immigration case forward. This panel will review service and notice requirements when seeking custody and SIJF in family court, including international service considerations, and panelists will highlight creative strategies and solutions from their respective practices. The panel will also cover the important step of seeking a final judgment. This panel should be viewed alongside the “Seeking Special Immigrant Juvenile Findings in Family Court in California” panel.After completing this session, participants will be able to:Analyze and explain service and notice requirements when seeking custody and SIJF in California family court proceedings.Identify and implement strategies to effectuate service and notice for your clients seeking custody and SIJF in California family court proceedings.Anticipate obstacles to service requirements and how to navigate these requirements early in your case strategy.Explain the steps for seeking a final judgment in certain family court proceedings where SIJF may be sought.Jacqueline Brown, Sheena Powels, Julianna Rivera MaulThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Immigration Legal Defense, Family Court Service ToolJulianna Rivera Maul,Katie AnnandSample Judgment Packet for One Child, Superior Court of California, County of AlamedaKatie AnnandSample Judgment Packet for Multiple Siblings, Superior Court of California, County of Los AngelesSheena PowelsSample Form FL-115 Proof of Service of Summons on Respondent: Child v. Parent Structure, Superior Court of California, County of AlamedaKatie AnnandSample Form FL-115 Proof of Service of Summons on Respondent: Child v. Parent, with Multiple Siblings, Superior Court of California, County of Los AngelesKatie AnnandSample Form FL-330 Proof of Personal Service on Non-Custodial Parent, Superior Court of California, County of AlamedaKatie AnnandSample MPA Fact Section for Request to Dispense with NoticeJulianna Rivera MaulForm USM-94 Request for Service Abroad of Judicial or Extrajudicial Documents (November 2011)Katie AnnandAdditional Resources, Who Needs to Know and When: Service Requirements When Seeking Custody and Special Immigrant Juvenile Findings in Family CourtKatie AnnandPresentation MaterialWho Needs to Know and When: Service Requirements When Seeking Custody and Special Immigrant Juvenile Findings in Family CourtJacqueline Brown, Sheena Powels, Julianna Rivera Maul Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466090 466090 163 G5626 1:01:01 https://www.pli.edu/programs/navigating-sijs-in-ca/466092?tCode=WTC5_RSS01 Family court Immigration and naturalization SIJS Judgment Taken from the Web Program Recorded April 30, 2026 in San FranciscoWho Needs to Know and When: Service Requirements When Seeking Custody and Special Immigrant Juvenile Findings in Family Court [01:01:01]Seeking Special Immigrant Juvenile Findings (SIJF) through a family court proceeding in California requires knowledge of the Family Code, the Code of Civil Procedure, and the California Rules of Court governing service and notice of the relevant documents filed in the state court. Familiarity with these requirements will allow you to obtain the predicate custody order for your client and the SIJF necessary to move your client’s immigration case forward. This panel will review service and notice requirements when seeking custody and SIJF in family court, including international service considerations, and panelists will highlight creative strategies and solutions from their respective practices. The panel will also cover the important step of seeking a final judgment. This panel should be viewed alongside the “Seeking Special Immigrant Juvenile Findings in Family Court in California” panel.After completing this session, participants will be able to:Analyze and explain service and notice requirements when seeking custody and SIJF in California family court proceedings.Identify and implement strategies to effectuate service and notice for your clients seeking custody and SIJF in California family court proceedings.Anticipate obstacles to service requirements and how to navigate these requirements early in your case strategy.Explain the steps for seeking a final judgment in certain family court proceedings where SIJF may be sought.Jacqueline Brown, Sheena Powels, Julianna Rivera MaulThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Immigration Legal Defense, Family Court Service ToolJulianna Rivera Maul,Katie AnnandSample Judgment Packet for One Child, Superior Court of California, County of AlamedaKatie AnnandSample Judgment Packet for Multiple Siblings, Superior Court of California, County of Los AngelesSheena PowelsSample Form FL-115 Proof of Service of Summons on Respondent: Child v. Parent Structure, Superior Court of California, County of AlamedaKatie AnnandSample Form FL-115 Proof of Service of Summons on Respondent: Child v. Parent, with Multiple Siblings, Superior Court of California, County of Los AngelesKatie AnnandSample Form FL-330 Proof of Personal Service on Non-Custodial Parent, Superior Court of California, County of AlamedaKatie AnnandSample MPA Fact Section for Request to Dispense with NoticeJulianna Rivera MaulForm USM-94 Request for Service Abroad of Judicial or Extrajudicial Documents (November 2011)Katie AnnandAdditional Resources, Who Needs to Know and When: Service Requirements When Seeking Custody and Special Immigrant Juvenile Findings in Family CourtKatie AnnandPresentation MaterialWho Needs to Know and When: Service Requirements When Seeking Custody and Special Immigrant Juvenile Findings in Family CourtJacqueline Brown, Sheena Powels, Julianna Rivera Maul Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466092 466092 25 G5626 1:00:19 https://www.pli.edu/programs/navigating-sijs-in-ca/466091?tCode=WTC5_RSS01 Family court Immigration and naturalization SIJS Judgment Taken from the Web Program Recorded April 30, 2026 in San FranciscoWho Needs to Know and When: Service Requirements When Seeking Custody and Special Immigrant Juvenile Findings in Family Court [01:01:01]Seeking Special Immigrant Juvenile Findings (SIJF) through a family court proceeding in California requires knowledge of the Family Code, the Code of Civil Procedure, and the California Rules of Court governing service and notice of the relevant documents filed in the state court. Familiarity with these requirements will allow you to obtain the predicate custody order for your client and the SIJF necessary to move your client’s immigration case forward. This panel will review service and notice requirements when seeking custody and SIJF in family court, including international service considerations, and panelists will highlight creative strategies and solutions from their respective practices. The panel will also cover the important step of seeking a final judgment. This panel should be viewed alongside the “Seeking Special Immigrant Juvenile Findings in Family Court in California” panel.After completing this session, participants will be able to:Analyze and explain service and notice requirements when seeking custody and SIJF in California family court proceedings.Identify and implement strategies to effectuate service and notice for your clients seeking custody and SIJF in California family court proceedings.Anticipate obstacles to service requirements and how to navigate these requirements early in your case strategy.Explain the steps for seeking a final judgment in certain family court proceedings where SIJF may be sought.Jacqueline Brown, Sheena Powels, Julianna Rivera MaulThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Immigration Legal Defense, Family Court Service ToolJulianna Rivera Maul,Katie AnnandSample Judgment Packet for One Child, Superior Court of California, County of AlamedaKatie AnnandSample Judgment Packet for Multiple Siblings, Superior Court of California, County of Los AngelesSheena PowelsSample Form FL-115 Proof of Service of Summons on Respondent: Child v. Parent Structure, Superior Court of California, County of AlamedaKatie AnnandSample Form FL-115 Proof of Service of Summons on Respondent: Child v. Parent, with Multiple Siblings, Superior Court of California, County of Los AngelesKatie AnnandSample Form FL-330 Proof of Personal Service on Non-Custodial Parent, Superior Court of California, County of AlamedaKatie AnnandSample MPA Fact Section for Request to Dispense with NoticeJulianna Rivera MaulForm USM-94 Request for Service Abroad of Judicial or Extrajudicial Documents (November 2011)Katie AnnandAdditional Resources, Who Needs to Know and When: Service Requirements When Seeking Custody and Special Immigrant Juvenile Findings in Family CourtKatie AnnandPresentation MaterialWho Needs to Know and When: Service Requirements When Seeking Custody and Special Immigrant Juvenile Findings in Family CourtJacqueline Brown, Sheena Powels, Julianna Rivera Maul Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466091 466091 98 G5626 1:01:01 https://www.pli.edu/programs/navigating-sijs-in-ca/466088?tCode=WTC5_RSS01 Family court Immigration and naturalization Juvenile immigration SIJS Unaccompanied children Taken from the Web Program Recorded April 30, 2026 in San FranciscoBuilding Your Special Immigrant Juvenile Case in California [01:32:21]This session brings together the skills and knowledge developed in previous sessions to help practitioners construct a strong Special Immigrant Juvenile Findings (SIJF) petition in California probate and family court. It emphasizes gathering and organizing compelling evidence and tailoring strategies to meet requirements in your county. Participants will learn tips on how to draft persuasive declarations and strong SIJ predicate orders supported by case law and statutory citations, review forms for accuracy, and address weak facts effectively. Practical guidance on avoiding Requests for Evidence (RFEs) and ensuring consistency across filings will also be provided throughout.After completing this session, participants will be able to:Collect and organize evidence to build a strong SIJF case in California probate and family court.Cite case law and statutory provisions to support SIJF in California probate and family court.Draft clear, persuasive declarations and SIJ predicate orders that meet legal requirements.Apply practical strategies for addressing weak facts and strengthening overall case presentation.Lucia Diaz, Stephanie C. Elder, Matthew WeisnerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kate Annand, et al., Practice Advisory, Guidance for SIJS State Court Predicate Orders in California: What You Need to Know in 2024 (April 2024)Bhairavi K. Asher,Katie AnnandSpecial Immigrant Juvenile Findings Cheat Sheet (February 2026)Stephanie C. ElderWhat to Bring to CourtLucia DiazSample Guardianship Hearing Cheat SheetLucia DiazRedacted Sample Ex Parte Nunc Pro Tunc Request to Correct Special Immigrant Juvenile Findings and Redacted Order, Superior Court of California, County of San Bernardino (February 27, 2025)Lucia DiazRedacted Sample Ex Parte Nunc Pro Tunc Request to Correct Special Immigrant Juvenile Findings and Redacted Order, Superior Court of California, County of Los Angeles (July 18, 2024)Lucia DiazRedacted Sample Petition to Appoint Guardian and Petition for Special Immigrant Juvenile Findings, Superior Court of California, County of San Bernardino (August 24, 2021)Lucia DiazRedacted Sample Ex Parte Motion to Adjudicate Guardianship and Special Immigrant Juvenile Findings Without Evidentiary Hearing, Superior Court of California, County of Santa Clara (November 10, 2025)Stephanie C. ElderSample Attachments 5 & 6 to Judicial Council Form GC-220: Declaration in Support of Special Immigrant Juvenile Findings (March 30, 2026)Bhairavi K. AsherRedacted Sample Special Immigrant Juvenile Findings Predicate Order, Superior Court of California, County of San Mateo (December 1, 2025)Stephanie C. ElderSample Attachment 5 & 6 to Form GC-220 Petition for Special Immigrant Juvenile Status Findings: Declaration of Petitioner-WardMatthew WeisnerRedacted Sample Special Immigrant Juvenile Findings Predicate Order, Superior Court of California, County of Riverside (March 24, 2025)Lucia DiazRedacted Sample Declaration in Support of Request for Special Immigrant Juvenile Findings, Superior Court of California, County of Santa Clara (June 4, 2025)Stephanie C. ElderRedacted Sample Special Immigrant Juvenile Findings Predicate Order, Superior Court of California, County of MontereyMatthew WeisnerChildren’s Immigration Law Academy (CILA), ABA Children’s Immigration Law Academy (CILA) Resources on SIJS & State Court Practice (March 2, 2026)Bhairavi K. Asher,Katie AnnandPresentation MaterialBuilding Your Special Immigrant Juvenile Case in CaliforniaLucia Diaz, Stephanie C. Elder, Matthew Weisner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466088 466088 98 G5626 1:32:31 https://www.pli.edu/programs/navigating-sijs-in-ca/466089?tCode=WTC5_RSS01 Family court Immigration and naturalization Juvenile immigration SIJS Unaccompanied children Taken from the Web Program Recorded April 30, 2026 in San FranciscoBuilding Your Special Immigrant Juvenile Case in California [01:32:21]This session brings together the skills and knowledge developed in previous sessions to help practitioners construct a strong Special Immigrant Juvenile Findings (SIJF) petition in California probate and family court. It emphasizes gathering and organizing compelling evidence and tailoring strategies to meet requirements in your county. Participants will learn tips on how to draft persuasive declarations and strong SIJ predicate orders supported by case law and statutory citations, review forms for accuracy, and address weak facts effectively. Practical guidance on avoiding Requests for Evidence (RFEs) and ensuring consistency across filings will also be provided throughout.After completing this session, participants will be able to:Collect and organize evidence to build a strong SIJF case in California probate and family court.Cite case law and statutory provisions to support SIJF in California probate and family court.Draft clear, persuasive declarations and SIJ predicate orders that meet legal requirements.Apply practical strategies for addressing weak facts and strengthening overall case presentation.Lucia Diaz, Stephanie C. Elder, Matthew WeisnerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kate Annand, et al., Practice Advisory, Guidance for SIJS State Court Predicate Orders in California: What You Need to Know in 2024 (April 2024)Bhairavi K. Asher,Katie AnnandSpecial Immigrant Juvenile Findings Cheat Sheet (February 2026)Stephanie C. ElderWhat to Bring to CourtLucia DiazSample Guardianship Hearing Cheat SheetLucia DiazRedacted Sample Ex Parte Nunc Pro Tunc Request to Correct Special Immigrant Juvenile Findings and Redacted Order, Superior Court of California, County of San Bernardino (February 27, 2025)Lucia DiazRedacted Sample Ex Parte Nunc Pro Tunc Request to Correct Special Immigrant Juvenile Findings and Redacted Order, Superior Court of California, County of Los Angeles (July 18, 2024)Lucia DiazRedacted Sample Petition to Appoint Guardian and Petition for Special Immigrant Juvenile Findings, Superior Court of California, County of San Bernardino (August 24, 2021)Lucia DiazRedacted Sample Ex Parte Motion to Adjudicate Guardianship and Special Immigrant Juvenile Findings Without Evidentiary Hearing, Superior Court of California, County of Santa Clara (November 10, 2025)Stephanie C. ElderSample Attachments 5 & 6 to Judicial Council Form GC-220: Declaration in Support of Special Immigrant Juvenile Findings (March 30, 2026)Bhairavi K. AsherRedacted Sample Special Immigrant Juvenile Findings Predicate Order, Superior Court of California, County of San Mateo (December 1, 2025)Stephanie C. ElderSample Attachment 5 & 6 to Form GC-220 Petition for Special Immigrant Juvenile Status Findings: Declaration of Petitioner-WardMatthew WeisnerRedacted Sample Special Immigrant Juvenile Findings Predicate Order, Superior Court of California, County of Riverside (March 24, 2025)Lucia DiazRedacted Sample Declaration in Support of Request for Special Immigrant Juvenile Findings, Superior Court of California, County of Santa Clara (June 4, 2025)Stephanie C. ElderRedacted Sample Special Immigrant Juvenile Findings Predicate Order, Superior Court of California, County of MontereyMatthew WeisnerChildren’s Immigration Law Academy (CILA), ABA Children’s Immigration Law Academy (CILA) Resources on SIJS & State Court Practice (March 2, 2026)Bhairavi K. Asher,Katie AnnandPresentation MaterialBuilding Your Special Immigrant Juvenile Case in CaliforniaLucia Diaz, Stephanie C. Elder, Matthew Weisner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466089 466089 25 G5626 1:31:39 https://www.pli.edu/programs/navigating-sijs-in-ca/466087?tCode=WTC5_RSS01 Family court Immigration and naturalization Juvenile immigration SIJS Unaccompanied children Taken from the Web Program Recorded April 30, 2026 in San FranciscoBuilding Your Special Immigrant Juvenile Case in California [01:32:21]This session brings together the skills and knowledge developed in previous sessions to help practitioners construct a strong Special Immigrant Juvenile Findings (SIJF) petition in California probate and family court. It emphasizes gathering and organizing compelling evidence and tailoring strategies to meet requirements in your county. Participants will learn tips on how to draft persuasive declarations and strong SIJ predicate orders supported by case law and statutory citations, review forms for accuracy, and address weak facts effectively. Practical guidance on avoiding Requests for Evidence (RFEs) and ensuring consistency across filings will also be provided throughout.After completing this session, participants will be able to:Collect and organize evidence to build a strong SIJF case in California probate and family court.Cite case law and statutory provisions to support SIJF in California probate and family court.Draft clear, persuasive declarations and SIJ predicate orders that meet legal requirements.Apply practical strategies for addressing weak facts and strengthening overall case presentation.Lucia Diaz, Stephanie C. Elder, Matthew WeisnerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kate Annand, et al., Practice Advisory, Guidance for SIJS State Court Predicate Orders in California: What You Need to Know in 2024 (April 2024)Bhairavi K. Asher,Katie AnnandSpecial Immigrant Juvenile Findings Cheat Sheet (February 2026)Stephanie C. ElderWhat to Bring to CourtLucia DiazSample Guardianship Hearing Cheat SheetLucia DiazRedacted Sample Ex Parte Nunc Pro Tunc Request to Correct Special Immigrant Juvenile Findings and Redacted Order, Superior Court of California, County of San Bernardino (February 27, 2025)Lucia DiazRedacted Sample Ex Parte Nunc Pro Tunc Request to Correct Special Immigrant Juvenile Findings and Redacted Order, Superior Court of California, County of Los Angeles (July 18, 2024)Lucia DiazRedacted Sample Petition to Appoint Guardian and Petition for Special Immigrant Juvenile Findings, Superior Court of California, County of San Bernardino (August 24, 2021)Lucia DiazRedacted Sample Ex Parte Motion to Adjudicate Guardianship and Special Immigrant Juvenile Findings Without Evidentiary Hearing, Superior Court of California, County of Santa Clara (November 10, 2025)Stephanie C. ElderSample Attachments 5 & 6 to Judicial Council Form GC-220: Declaration in Support of Special Immigrant Juvenile Findings (March 30, 2026)Bhairavi K. AsherRedacted Sample Special Immigrant Juvenile Findings Predicate Order, Superior Court of California, County of San Mateo (December 1, 2025)Stephanie C. ElderSample Attachment 5 & 6 to Form GC-220 Petition for Special Immigrant Juvenile Status Findings: Declaration of Petitioner-WardMatthew WeisnerRedacted Sample Special Immigrant Juvenile Findings Predicate Order, Superior Court of California, County of Riverside (March 24, 2025)Lucia DiazRedacted Sample Declaration in Support of Request for Special Immigrant Juvenile Findings, Superior Court of California, County of Santa Clara (June 4, 2025)Stephanie C. ElderRedacted Sample Special Immigrant Juvenile Findings Predicate Order, Superior Court of California, County of MontereyMatthew WeisnerChildren’s Immigration Law Academy (CILA), ABA Children’s Immigration Law Academy (CILA) Resources on SIJS & State Court Practice (March 2, 2026)Bhairavi K. Asher,Katie AnnandPresentation MaterialBuilding Your Special Immigrant Juvenile Case in CaliforniaLucia Diaz, Stephanie C. Elder, Matthew Weisner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466087 466087 163 G5626 1:32:31 https://www.pli.edu/programs/navigating-sijs-in-ca/466093?tCode=WTC5_RSS01 Family court Immigration and naturalization Juvenile immigration SIJS Unaccompanied children Taken from the Web Program Recorded April 30, 2026 in San FranciscoSeeking Special Immigrant Juvenile Findings in Family Court in California [01:01:10]California family courts can issue Special Immigrant Juvenile Findings (SIJF) for children under 18 years of age who are in the care of only one parent. The family court must place the child in one parent’s sole custody, find that the child cannot be reunified with the other parent due to abuse, neglect, abandonment or a similar basis under state law, and determine that returning to the child’s country of origin is not in the child’s best interests. This panel will help you determine the relevant petitions to file; navigate jurisdictional and venue considerations, including the UCCJEA; and discuss common challenges and strategies that arise when seeking SIJF in family court.After completing this session, participants will be able to:Identify which family law petitions to file for a child seeking SIJF in California family court.Explain ways to structure family law petitions for a child seeking SIJF.Analyze jurisdictional and venue considerations when seeking custody of a child in California.Describe the steps to seek SIJF in family court in California.NOTE: This panel will not address service and notice requirements and should be viewed alongside the “Who Needs to Know and When: Service Requirements When Seeking Custody and Special Immigrant Juvenile Findings in Family Court” panel. Karla Cruz, Javier Garcia, Jenny HorneThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Federal and State Legal Authority Cited in Minor’s Brief in Support of Request for Findings & Order, Re: “Special Immigrant Juvenile Status,” Superior Court of California, County of San MateoJenny HorneParentage Filing Checklist for Petition to Determine Parental Relationship and Petition for Special Immigrant Juvenile Findings, Superior Court of California, County of AlamedaKarla CruzSample Ex Parte Application to Advance Hearing Date, Superior Court of California, County of San MateoJenny HorneSample Filing Petition to Determine Parental Relationship and Petition for Special Immigrant Juvenile Findings, Superior Court of California, County of AlamedaKatie AnnandHon. Shawna Schwarz, Santa Clara County Superior Court, UCCJEA Overview v.1.2 (January 2022)Javier B. Garcia,Jenny Horne,Karla CruzAdditional Resources, Seeking Special Immigrant Juvenile Findings in Family Court in California in Navigating SIJS in California: A Primer of State Court Procedures and PracticeKatie AnnandPresentation MaterialSeeking Special Immigrant Juvenile Findings in Family Court in CaliforniaKarla Cruz, Javier B. Garcia, Jenny Horne Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466093 466093 163 G5626 1:01:10 https://www.pli.edu/programs/navigating-sijs-in-ca/466095?tCode=WTC5_RSS01 Family court Immigration and naturalization Juvenile immigration SIJS Unaccompanied children Taken from the Web Program Recorded April 30, 2026 in San FranciscoSeeking Special Immigrant Juvenile Findings in Family Court in California [01:01:10]California family courts can issue Special Immigrant Juvenile Findings (SIJF) for children under 18 years of age who are in the care of only one parent. The family court must place the child in one parent’s sole custody, find that the child cannot be reunified with the other parent due to abuse, neglect, abandonment or a similar basis under state law, and determine that returning to the child’s country of origin is not in the child’s best interests. This panel will help you determine the relevant petitions to file; navigate jurisdictional and venue considerations, including the UCCJEA; and discuss common challenges and strategies that arise when seeking SIJF in family court.After completing this session, participants will be able to:Identify which family law petitions to file for a child seeking SIJF in California family court.Explain ways to structure family law petitions for a child seeking SIJF.Analyze jurisdictional and venue considerations when seeking custody of a child in California.Describe the steps to seek SIJF in family court in California.NOTE: This panel will not address service and notice requirements and should be viewed alongside the “Who Needs to Know and When: Service Requirements When Seeking Custody and Special Immigrant Juvenile Findings in Family Court” panel. Karla Cruz, Javier Garcia, Jenny HorneThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Federal and State Legal Authority Cited in Minor’s Brief in Support of Request for Findings & Order, Re: “Special Immigrant Juvenile Status,” Superior Court of California, County of San MateoJenny HorneParentage Filing Checklist for Petition to Determine Parental Relationship and Petition for Special Immigrant Juvenile Findings, Superior Court of California, County of AlamedaKarla CruzSample Ex Parte Application to Advance Hearing Date, Superior Court of California, County of San MateoJenny HorneSample Filing Petition to Determine Parental Relationship and Petition for Special Immigrant Juvenile Findings, Superior Court of California, County of AlamedaKatie AnnandHon. Shawna Schwarz, Santa Clara County Superior Court, UCCJEA Overview v.1.2 (January 2022)Javier B. Garcia,Jenny Horne,Karla CruzAdditional Resources, Seeking Special Immigrant Juvenile Findings in Family Court in California in Navigating SIJS in California: A Primer of State Court Procedures and PracticeKatie AnnandPresentation MaterialSeeking Special Immigrant Juvenile Findings in Family Court in CaliforniaKarla Cruz, Javier B. Garcia, Jenny Horne Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466095 466095 25 G5626 1:00:28 https://www.pli.edu/programs/navigating-sijs-in-ca/466094?tCode=WTC5_RSS01 Family court Immigration and naturalization Juvenile immigration SIJS Unaccompanied children Taken from the Web Program Recorded April 30, 2026 in San FranciscoSeeking Special Immigrant Juvenile Findings in Family Court in California [01:01:10]California family courts can issue Special Immigrant Juvenile Findings (SIJF) for children under 18 years of age who are in the care of only one parent. The family court must place the child in one parent’s sole custody, find that the child cannot be reunified with the other parent due to abuse, neglect, abandonment or a similar basis under state law, and determine that returning to the child’s country of origin is not in the child’s best interests. This panel will help you determine the relevant petitions to file; navigate jurisdictional and venue considerations, including the UCCJEA; and discuss common challenges and strategies that arise when seeking SIJF in family court.After completing this session, participants will be able to:Identify which family law petitions to file for a child seeking SIJF in California family court.Explain ways to structure family law petitions for a child seeking SIJF.Analyze jurisdictional and venue considerations when seeking custody of a child in California.Describe the steps to seek SIJF in family court in California.NOTE: This panel will not address service and notice requirements and should be viewed alongside the “Who Needs to Know and When: Service Requirements When Seeking Custody and Special Immigrant Juvenile Findings in Family Court” panel. Karla Cruz, Javier Garcia, Jenny HorneThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Federal and State Legal Authority Cited in Minor’s Brief in Support of Request for Findings & Order, Re: “Special Immigrant Juvenile Status,” Superior Court of California, County of San MateoJenny HorneParentage Filing Checklist for Petition to Determine Parental Relationship and Petition for Special Immigrant Juvenile Findings, Superior Court of California, County of AlamedaKarla CruzSample Ex Parte Application to Advance Hearing Date, Superior Court of California, County of San MateoJenny HorneSample Filing Petition to Determine Parental Relationship and Petition for Special Immigrant Juvenile Findings, Superior Court of California, County of AlamedaKatie AnnandHon. Shawna Schwarz, Santa Clara County Superior Court, UCCJEA Overview v.1.2 (January 2022)Javier B. Garcia,Jenny Horne,Karla CruzAdditional Resources, Seeking Special Immigrant Juvenile Findings in Family Court in California in Navigating SIJS in California: A Primer of State Court Procedures and PracticeKatie AnnandPresentation MaterialSeeking Special Immigrant Juvenile Findings in Family Court in CaliforniaKarla Cruz, Javier B. Garcia, Jenny Horne Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466094 466094 98 G5626 1:01:10 https://www.pli.edu/programs/navigating-sijs-in-ca/466096?tCode=WTC5_RSS01 Guardianship (Family law) Immigration and naturalization Juvenile immigration SIJS Unaccompanied children Taken from the Web Program Recorded April 30, 2026 in San FranciscoSeeking Special Immigrant Juvenile Findings in Probate Court in California [01:31:39]This session provides practitioners with a practical roadmap for securing Special Immigrant Juvenile Findings (SIJF) in probate court through guardianship proceedings in California. Participants will explore this unique intersection of immigration and California probate law, focusing on the lifecycle of a guardianship case, SIJF petitions for youth over 18, jurisdictional issues under the UCCJEA, notice, and strategies for overcoming procedural hurdles. The discussion will also address real-world concerns that guardians and clients face when seeking SIJF in probate court.After completing this session, participants will be able to:Explain jurisdictional requirements under the UCCJEA and how they affect a court’s ability to issue SIJF in California probate court.Outline the lifecycle of a guardianship case in California, and related filings.Analyze common barriers to filing guardianship petitions for SIJ-eligible youth.Describe key procedural and practical tools to effectively obtain SIJF in probate court.Recognize probate-specific requirements and prepare for court expectations.Identify and implement strategies for effectuating notice for clients seeking SIJF in probate court.Matthew E. Cannon, Crystal Canela, Miriam Enriquez, Joanna Mexicano FurmanskaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Petition for Appointment of Temporary Guardianship of the Person, Superior Court of California, County of San DiegoMatthew E. CannonSample Ex Parte Application for Issuance of Nunc Pro Tunc Minute Order, Superior Court of California, County of San DiegoMatthew E. CannonSample Ex Parte Application to Advance Hearing on Petition for the Appointment of Guardianship of the Person and on Petition for Special Immigrant Juvenile Findings Hearing, Superior Court of California, County of San DiegoMatthew E. CannonSample Petition for Appointment of Guardian of the Person and Petition for Special Immigrant Juvenile Findings, Superior Court of California, County of San DiegoMatthew E. CannonSample Verified Supplement to GC-210A, Superior Court of California, County of Los AngelesBhairavi K. AsherJoanna Mexicano Furmanska and Marion (“Mickey”) Donovan-Kaloust, Catholic Legal Immigration Network, Inc., and Immigrant Defenders Law Center, Summary and Practice Pointer: Guardianship of Saul H., 13 Cal.5th 827 (2022) (October 2022)Joanna Mexicano FurmanskaSample Probate Notes in Support of Petition to Appoint Guardian of Person Over Age 18, Superior Court of California, County of Los AngelesJoanna Mexicano FurmanskaCalifornia Juvenile/Probate/Family Law—Code Section Cheat SheetCrystal S. Canela,Matthew E. Cannon,Miriam Enriquez,Joanna Mexicano FurmanskaDepartment of Children and Family Services, Sample Probate Investigation Report, Superior Court of California, County of Los AngelesJoanna Mexicano FurmanskaSample Probate Investigator Report Guardianship (Minor), Superior Court of California, County of Los AngelesJoanna Mexicano FurmanskaSample Guardianship Biographic Information SheetMiriam EnriquezSample Petition for Appointment of Guardian of Minor and Petition for Special Immigrant Juvenile Findings, Superior Court of California, County of San BernardinoMiriam EnriquezProbate Hearing Prep Cheat SheetBhairavi K. AsherCalifornia Probate Guardianship & SIJS Filing and County-Specific Local Forms (Add-On Checklist)Miriam EnriquezAdditional Resources, Seeking SIJS Findings Through Guardianship in Navigating SIJS in California: A Primer on State Court Procedures and PracticeCrystal S. Canela,Matthew E. Cannon,Miriam Enriquez,Joanna Mexicano FurmanskaPresentation MaterialSeeking Special Immigrant Juvenile Findings in Probate Court in CaliforniaCrystal S. Canela, Matthew E. Cannon, Miriam Enriquez, Joanna Mexicano Furmanska Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466096 466096 163 G5626 1:31:39 https://www.pli.edu/programs/navigating-sijs-in-ca/466097?tCode=WTC5_RSS01 Guardianship (Family law) Immigration and naturalization Juvenile immigration SIJS Unaccompanied children Taken from the Web Program Recorded April 30, 2026 in San FranciscoSeeking Special Immigrant Juvenile Findings in Probate Court in California [01:31:39]This session provides practitioners with a practical roadmap for securing Special Immigrant Juvenile Findings (SIJF) in probate court through guardianship proceedings in California. Participants will explore this unique intersection of immigration and California probate law, focusing on the lifecycle of a guardianship case, SIJF petitions for youth over 18, jurisdictional issues under the UCCJEA, notice, and strategies for overcoming procedural hurdles. The discussion will also address real-world concerns that guardians and clients face when seeking SIJF in probate court.After completing this session, participants will be able to:Explain jurisdictional requirements under the UCCJEA and how they affect a court’s ability to issue SIJF in California probate court.Outline the lifecycle of a guardianship case in California, and related filings.Analyze common barriers to filing guardianship petitions for SIJ-eligible youth.Describe key procedural and practical tools to effectively obtain SIJF in probate court.Recognize probate-specific requirements and prepare for court expectations.Identify and implement strategies for effectuating notice for clients seeking SIJF in probate court.Matthew E. Cannon, Crystal Canela, Miriam Enriquez, Joanna Mexicano FurmanskaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Petition for Appointment of Temporary Guardianship of the Person, Superior Court of California, County of San DiegoMatthew E. CannonSample Ex Parte Application for Issuance of Nunc Pro Tunc Minute Order, Superior Court of California, County of San DiegoMatthew E. CannonSample Ex Parte Application to Advance Hearing on Petition for the Appointment of Guardianship of the Person and on Petition for Special Immigrant Juvenile Findings Hearing, Superior Court of California, County of San DiegoMatthew E. CannonSample Petition for Appointment of Guardian of the Person and Petition for Special Immigrant Juvenile Findings, Superior Court of California, County of San DiegoMatthew E. CannonSample Verified Supplement to GC-210A, Superior Court of California, County of Los AngelesBhairavi K. AsherJoanna Mexicano Furmanska and Marion (“Mickey”) Donovan-Kaloust, Catholic Legal Immigration Network, Inc., and Immigrant Defenders Law Center, Summary and Practice Pointer: Guardianship of Saul H., 13 Cal.5th 827 (2022) (October 2022)Joanna Mexicano FurmanskaSample Probate Notes in Support of Petition to Appoint Guardian of Person Over Age 18, Superior Court of California, County of Los AngelesJoanna Mexicano FurmanskaCalifornia Juvenile/Probate/Family Law—Code Section Cheat SheetCrystal S. Canela,Matthew E. Cannon,Miriam Enriquez,Joanna Mexicano FurmanskaDepartment of Children and Family Services, Sample Probate Investigation Report, Superior Court of California, County of Los AngelesJoanna Mexicano FurmanskaSample Probate Investigator Report Guardianship (Minor), Superior Court of California, County of Los AngelesJoanna Mexicano FurmanskaSample Guardianship Biographic Information SheetMiriam EnriquezSample Petition for Appointment of Guardian of Minor and Petition for Special Immigrant Juvenile Findings, Superior Court of California, County of San BernardinoMiriam EnriquezProbate Hearing Prep Cheat SheetBhairavi K. AsherCalifornia Probate Guardianship & SIJS Filing and County-Specific Local Forms (Add-On Checklist)Miriam EnriquezAdditional Resources, Seeking SIJS Findings Through Guardianship in Navigating SIJS in California: A Primer on State Court Procedures and PracticeCrystal S. Canela,Matthew E. Cannon,Miriam Enriquez,Joanna Mexicano FurmanskaPresentation MaterialSeeking Special Immigrant Juvenile Findings in Probate Court in CaliforniaCrystal S. Canela, Matthew E. Cannon, Miriam Enriquez, Joanna Mexicano Furmanska Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466097 466097 98 G5626 1:31:39 https://www.pli.edu/programs/navigating-sijs-in-ca/466098?tCode=WTC5_RSS01 Guardianship (Family law) Immigration and naturalization Juvenile immigration SIJS Unaccompanied children Taken from the Web Program Recorded April 30, 2026 in San FranciscoSeeking Special Immigrant Juvenile Findings in Probate Court in California [01:31:39]This session provides practitioners with a practical roadmap for securing Special Immigrant Juvenile Findings (SIJF) in probate court through guardianship proceedings in California. Participants will explore this unique intersection of immigration and California probate law, focusing on the lifecycle of a guardianship case, SIJF petitions for youth over 18, jurisdictional issues under the UCCJEA, notice, and strategies for overcoming procedural hurdles. The discussion will also address real-world concerns that guardians and clients face when seeking SIJF in probate court.After completing this session, participants will be able to:Explain jurisdictional requirements under the UCCJEA and how they affect a court’s ability to issue SIJF in California probate court.Outline the lifecycle of a guardianship case in California, and related filings.Analyze common barriers to filing guardianship petitions for SIJ-eligible youth.Describe key procedural and practical tools to effectively obtain SIJF in probate court.Recognize probate-specific requirements and prepare for court expectations.Identify and implement strategies for effectuating notice for clients seeking SIJF in probate court.Matthew E. Cannon, Crystal Canela, Miriam Enriquez, Joanna Mexicano FurmanskaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Petition for Appointment of Temporary Guardianship of the Person, Superior Court of California, County of San DiegoMatthew E. CannonSample Ex Parte Application for Issuance of Nunc Pro Tunc Minute Order, Superior Court of California, County of San DiegoMatthew E. CannonSample Ex Parte Application to Advance Hearing on Petition for the Appointment of Guardianship of the Person and on Petition for Special Immigrant Juvenile Findings Hearing, Superior Court of California, County of San DiegoMatthew E. CannonSample Petition for Appointment of Guardian of the Person and Petition for Special Immigrant Juvenile Findings, Superior Court of California, County of San DiegoMatthew E. CannonSample Verified Supplement to GC-210A, Superior Court of California, County of Los AngelesBhairavi K. AsherJoanna Mexicano Furmanska and Marion (“Mickey”) Donovan-Kaloust, Catholic Legal Immigration Network, Inc., and Immigrant Defenders Law Center, Summary and Practice Pointer: Guardianship of Saul H., 13 Cal.5th 827 (2022) (October 2022)Joanna Mexicano FurmanskaSample Probate Notes in Support of Petition to Appoint Guardian of Person Over Age 18, Superior Court of California, County of Los AngelesJoanna Mexicano FurmanskaCalifornia Juvenile/Probate/Family Law—Code Section Cheat SheetCrystal S. Canela,Matthew E. Cannon,Miriam Enriquez,Joanna Mexicano FurmanskaDepartment of Children and Family Services, Sample Probate Investigation Report, Superior Court of California, County of Los AngelesJoanna Mexicano FurmanskaSample Probate Investigator Report Guardianship (Minor), Superior Court of California, County of Los AngelesJoanna Mexicano FurmanskaSample Guardianship Biographic Information SheetMiriam EnriquezSample Petition for Appointment of Guardian of Minor and Petition for Special Immigrant Juvenile Findings, Superior Court of California, County of San BernardinoMiriam EnriquezProbate Hearing Prep Cheat SheetBhairavi K. AsherCalifornia Probate Guardianship & SIJS Filing and County-Specific Local Forms (Add-On Checklist)Miriam EnriquezAdditional Resources, Seeking SIJS Findings Through Guardianship in Navigating SIJS in California: A Primer on State Court Procedures and PracticeCrystal S. Canela,Matthew E. Cannon,Miriam Enriquez,Joanna Mexicano FurmanskaPresentation MaterialSeeking Special Immigrant Juvenile Findings in Probate Court in CaliforniaCrystal S. Canela, Matthew E. Cannon, Miriam Enriquez, Joanna Mexicano Furmanska Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466098 466098 25 G5626 1:30:57 https://www.pli.edu/programs/navigating-sijs-in-ca/466100?tCode=WTC5_RSS01 Immigration and naturalization SIJS Practice skills (Immigration and naturalization) Unaccompanied children Undocumented children Taken from the Web Program Recorded April 30, 2026 in San FranciscoBeginning Your Case: Approaches to Assessing Eligibility for Special Immigrant Juvenile Status [01:31:10]Special Immigrant Juvenile Status (“SIJS”) is a humanitarian form of immigration relief that provides a pathway to legal permanent residency for immigrant youth unable to reunify with a parent or both parents due to abuse, neglect, abandonment or a similar basis under state law. Assessing eligibility for SIJS requires interviewing a young person about sensitive information, including their relationship with their parents and other harm they may have experienced in their home country. Utilizing trauma-informed and healing centered approaches is critical to gathering the relevant information to assess eligibility, building trust with the client, and empowering clients to make informed decisions in their case. In addition, understanding at the start of the case how to structure the state court case and basis for SIJS eligibility will set the practitioner up for a smoother case and avoid delays with the state court process. This panel will lay the foundation for the daylong program and walk attendees through intaking a child or youth for SIJS and creating a plan for their case.After completing this session, participants will be able to:Explain the elements for Special Immigrant Juvenile Status and the role of the California state court.Integrate trauma-informed and healing centered interview techniques when working with child and youth clients.Apply strategies and approaches to empower a child client’s decision-making.Assess a client’s eligibility for SIJS, including state law definitions of abuse, neglect and abandonment.Identify the appropriate state court petition(s) to seek custody and Special Immigrant Juvenile Findings for a child client.Perla Aragon, Stephany Arzaga, Alexander CooperThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample State Law Citations for SIJ Findings in CaliforniaAlexander CooperKids in Need of Defense, KIND LA Intake FormAlexander CooperImmigrant Legal Defense, Advisal for Special Immigrant Juvenile Status (SIJS) PetitionersKatie AnnandAdditional Resources, Beginning Your Case: Approaches to Assessing Eligibility for Special Immigrant Juvenile Status in Navigating SIJS in California: A Primer on State Court Procedures and PracticePerla Aragon,Stephany Arzaga,Alexander CooperPresentation MaterialBeginning Your Case: Approaches to Assessing Eligibility for Special Immigrant Juvenile StatusPerla Aragon, Stephany Arzaga, Alexander Cooper Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466100 466100 98 G5626 1:31:10 https://www.pli.edu/programs/navigating-sijs-in-ca/466099?tCode=WTC5_RSS01 Immigration and naturalization SIJS Practice skills (Immigration and naturalization) Unaccompanied children Undocumented children Taken from the Web Program Recorded April 30, 2026 in San FranciscoBeginning Your Case: Approaches to Assessing Eligibility for Special Immigrant Juvenile Status [01:31:10]Special Immigrant Juvenile Status (“SIJS”) is a humanitarian form of immigration relief that provides a pathway to legal permanent residency for immigrant youth unable to reunify with a parent or both parents due to abuse, neglect, abandonment or a similar basis under state law. Assessing eligibility for SIJS requires interviewing a young person about sensitive information, including their relationship with their parents and other harm they may have experienced in their home country. Utilizing trauma-informed and healing centered approaches is critical to gathering the relevant information to assess eligibility, building trust with the client, and empowering clients to make informed decisions in their case. In addition, understanding at the start of the case how to structure the state court case and basis for SIJS eligibility will set the practitioner up for a smoother case and avoid delays with the state court process. This panel will lay the foundation for the daylong program and walk attendees through intaking a child or youth for SIJS and creating a plan for their case.After completing this session, participants will be able to:Explain the elements for Special Immigrant Juvenile Status and the role of the California state court.Integrate trauma-informed and healing centered interview techniques when working with child and youth clients.Apply strategies and approaches to empower a child client’s decision-making.Assess a client’s eligibility for SIJS, including state law definitions of abuse, neglect and abandonment.Identify the appropriate state court petition(s) to seek custody and Special Immigrant Juvenile Findings for a child client.Perla Aragon, Stephany Arzaga, Alexander CooperThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample State Law Citations for SIJ Findings in CaliforniaAlexander CooperKids in Need of Defense, KIND LA Intake FormAlexander CooperImmigrant Legal Defense, Advisal for Special Immigrant Juvenile Status (SIJS) PetitionersKatie AnnandAdditional Resources, Beginning Your Case: Approaches to Assessing Eligibility for Special Immigrant Juvenile Status in Navigating SIJS in California: A Primer on State Court Procedures and PracticePerla Aragon,Stephany Arzaga,Alexander CooperPresentation MaterialBeginning Your Case: Approaches to Assessing Eligibility for Special Immigrant Juvenile StatusPerla Aragon, Stephany Arzaga, Alexander Cooper Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466099 466099 163 G5626 1:31:10 https://www.pli.edu/programs/navigating-sijs-in-ca/466101?tCode=WTC5_RSS01 Immigration and naturalization SIJS Practice skills (Immigration and naturalization) Unaccompanied children Undocumented children Taken from the Web Program Recorded April 30, 2026 in San FranciscoBeginning Your Case: Approaches to Assessing Eligibility for Special Immigrant Juvenile Status [01:31:10]Special Immigrant Juvenile Status (“SIJS”) is a humanitarian form of immigration relief that provides a pathway to legal permanent residency for immigrant youth unable to reunify with a parent or both parents due to abuse, neglect, abandonment or a similar basis under state law. Assessing eligibility for SIJS requires interviewing a young person about sensitive information, including their relationship with their parents and other harm they may have experienced in their home country. Utilizing trauma-informed and healing centered approaches is critical to gathering the relevant information to assess eligibility, building trust with the client, and empowering clients to make informed decisions in their case. In addition, understanding at the start of the case how to structure the state court case and basis for SIJS eligibility will set the practitioner up for a smoother case and avoid delays with the state court process. This panel will lay the foundation for the daylong program and walk attendees through intaking a child or youth for SIJS and creating a plan for their case.After completing this session, participants will be able to:Explain the elements for Special Immigrant Juvenile Status and the role of the California state court.Integrate trauma-informed and healing centered interview techniques when working with child and youth clients.Apply strategies and approaches to empower a child client’s decision-making.Assess a client’s eligibility for SIJS, including state law definitions of abuse, neglect and abandonment.Identify the appropriate state court petition(s) to seek custody and Special Immigrant Juvenile Findings for a child client.Perla Aragon, Stephany Arzaga, Alexander CooperThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample State Law Citations for SIJ Findings in CaliforniaAlexander CooperKids in Need of Defense, KIND LA Intake FormAlexander CooperImmigrant Legal Defense, Advisal for Special Immigrant Juvenile Status (SIJS) PetitionersKatie AnnandAdditional Resources, Beginning Your Case: Approaches to Assessing Eligibility for Special Immigrant Juvenile Status in Navigating SIJS in California: A Primer on State Court Procedures and PracticePerla Aragon,Stephany Arzaga,Alexander CooperPresentation MaterialBeginning Your Case: Approaches to Assessing Eligibility for Special Immigrant Juvenile StatusPerla Aragon, Stephany Arzaga, Alexander Cooper Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466101 466101 25 G5626 1:30:28 https://www.pli.edu/programs/pro-bono-basics-new-york/466142?tCode=WTC5_RSS01 Public interest law and pro bono Pro bono relations and opportunities Artificial intelligence Taken from the Web Program Recorded April 30, 2026 in New YorkPro Bono Basics: Best Practices and Practical Strategies [01:08:43]This presentation will explain why pro bono continues to be an essential component of providing equal access to justice and attendees will better understand how they can leverage their experience to be as impactful as possible when volunteering. After completing this session, participants will be able to:Understand the access to justice gap and the need for pro bono counselIdentify opportunities for both transactional and litigation attorneysAssess models for engaging in pro bono and understand how their competency may influence which opportunities will maximize their positive impactApply practical tips for working with low-income clients and individuals with multiple marginalizations, including trauma-impacted clientsExplore AI uses and risks for pro bono practitionersAdam Heintz, Beth Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Amy Barasch, Pro Pro Bono: Volunteer Lawyers Are an Essential Part of Access to Civil Justice, New York Law School, Impact Center for Public Interest Law, Book 7 (2016)Adam J. Heintz,Beth C. HofmeisterPublic Interest Pro Bono Association (PIPBA), Troubleshooting Pro Bono Relationships with Low-Income ClientsAdam J. Heintz,Beth C. HofmeisterPublic Interest Pro Bono Association (PIPBA), Working with Survivors of Abuse: A Trauma Informed ApproachAdam J. Heintz,Beth C. HofmeisterAssociation of Pro Bono Counsel (apbco), Law Firm Antiracism Alliance (LFAA), Public Interest Pro Bono Coalition (PIPBCo), Law Firm Pro Bono Language Access PrinciplesAdam J. Heintz,Beth C. HofmeisterProactive Pro Bono: A Strategic Approach to Growing & Sustaining Volunteer Efforts at Legal Services OrganizationsAdam J. HeintzTechTonic Justice, Decision Guide for Considering AI Use: Is AI Right for Your Organization? (August 2025)Adam J. Heintz,Beth C. HofmeisterAdditional Resources List (Updated February 2026)Adam J. Heintz,Beth C. HofmeisterPresentation Material1. Practical Strategies To Effectively Begin Pro Bono Advocacy (PowerPoint Slides)Adam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIHandout: United States v HeppnerAdam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann III Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466142 466142 25 G3115 1:08:43 https://www.pli.edu/programs/pro-bono-basics-new-york/466143?tCode=WTC5_RSS01 Public interest law and pro bono Pro bono relations and opportunities Artificial intelligence Taken from the Web Program Recorded April 30, 2026 in New YorkPro Bono Basics: Best Practices and Practical Strategies [01:08:43]This presentation will explain why pro bono continues to be an essential component of providing equal access to justice and attendees will better understand how they can leverage their experience to be as impactful as possible when volunteering. After completing this session, participants will be able to:Understand the access to justice gap and the need for pro bono counselIdentify opportunities for both transactional and litigation attorneysAssess models for engaging in pro bono and understand how their competency may influence which opportunities will maximize their positive impactApply practical tips for working with low-income clients and individuals with multiple marginalizations, including trauma-impacted clientsExplore AI uses and risks for pro bono practitionersAdam Heintz, Beth Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Amy Barasch, Pro Pro Bono: Volunteer Lawyers Are an Essential Part of Access to Civil Justice, New York Law School, Impact Center for Public Interest Law, Book 7 (2016)Adam J. Heintz,Beth C. HofmeisterPublic Interest Pro Bono Association (PIPBA), Troubleshooting Pro Bono Relationships with Low-Income ClientsAdam J. Heintz,Beth C. HofmeisterPublic Interest Pro Bono Association (PIPBA), Working with Survivors of Abuse: A Trauma Informed ApproachAdam J. Heintz,Beth C. HofmeisterAssociation of Pro Bono Counsel (apbco), Law Firm Antiracism Alliance (LFAA), Public Interest Pro Bono Coalition (PIPBCo), Law Firm Pro Bono Language Access PrinciplesAdam J. Heintz,Beth C. HofmeisterProactive Pro Bono: A Strategic Approach to Growing & Sustaining Volunteer Efforts at Legal Services OrganizationsAdam J. HeintzTechTonic Justice, Decision Guide for Considering AI Use: Is AI Right for Your Organization? (August 2025)Adam J. Heintz,Beth C. HofmeisterAdditional Resources List (Updated February 2026)Adam J. Heintz,Beth C. HofmeisterPresentation Material1. Practical Strategies To Effectively Begin Pro Bono Advocacy (PowerPoint Slides)Adam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIHandout: United States v HeppnerAdam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann III Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466143 466143 163 G3115 1:09:25 https://www.pli.edu/programs/pro-bono-basics-new-york/466141?tCode=WTC5_RSS01 Public interest law and pro bono Pro bono relations and opportunities Artificial intelligence Taken from the Web Program Recorded April 30, 2026 in New YorkPro Bono Basics: Best Practices and Practical Strategies [01:08:43]This presentation will explain why pro bono continues to be an essential component of providing equal access to justice and attendees will better understand how they can leverage their experience to be as impactful as possible when volunteering. After completing this session, participants will be able to:Understand the access to justice gap and the need for pro bono counselIdentify opportunities for both transactional and litigation attorneysAssess models for engaging in pro bono and understand how their competency may influence which opportunities will maximize their positive impactApply practical tips for working with low-income clients and individuals with multiple marginalizations, including trauma-impacted clientsExplore AI uses and risks for pro bono practitionersAdam Heintz, Beth Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Amy Barasch, Pro Pro Bono: Volunteer Lawyers Are an Essential Part of Access to Civil Justice, New York Law School, Impact Center for Public Interest Law, Book 7 (2016)Adam J. Heintz,Beth C. HofmeisterPublic Interest Pro Bono Association (PIPBA), Troubleshooting Pro Bono Relationships with Low-Income ClientsAdam J. Heintz,Beth C. HofmeisterPublic Interest Pro Bono Association (PIPBA), Working with Survivors of Abuse: A Trauma Informed ApproachAdam J. Heintz,Beth C. HofmeisterAssociation of Pro Bono Counsel (apbco), Law Firm Antiracism Alliance (LFAA), Public Interest Pro Bono Coalition (PIPBCo), Law Firm Pro Bono Language Access PrinciplesAdam J. Heintz,Beth C. HofmeisterProactive Pro Bono: A Strategic Approach to Growing & Sustaining Volunteer Efforts at Legal Services OrganizationsAdam J. HeintzTechTonic Justice, Decision Guide for Considering AI Use: Is AI Right for Your Organization? (August 2025)Adam J. Heintz,Beth C. HofmeisterAdditional Resources List (Updated February 2026)Adam J. Heintz,Beth C. HofmeisterPresentation Material1. Practical Strategies To Effectively Begin Pro Bono Advocacy (PowerPoint Slides)Adam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIHandout: United States v HeppnerAdam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann III Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466141 466141 98 G3115 1:09:25 https://www.pli.edu/programs/pro-bono-basics-new-york/466140?tCode=WTC5_RSS01 Corporate law Public interest law and pro bono Taken from the Web Program Recorded April 30, 2026 in New YorkKey Issues for Pro Bono at Corporations [01:00:30]This session focuses on how volunteers from corporate legal departments can participate meaningfully in pro bono with legal services organizations even if their involvement is distinct from conventional law firm pro bono models. After completing this presentation, participants will be able to:Understand an overview of how pro bono fits within corporationsReview tips and suggested models for building and improving pro bono programs at corporationsFocus on possible partnerships between corporations, law firms, and legal services organizations, and understand their respective rolesIdentify core strengths and gaps, and leverage partnerships that address these issues: Training/experience/supervisionContinuity of staffing and re-staffing needs (litigators, when people go on leave)Assessment of pro bono administrative capacity (mail rooms, case fees, service, technology, administrative support, translation/interpretation)Adam Heintz, Erin J. Law, Namita E. Mani, Linton Mann IIIThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Additional Resources List (Updated February 2026)Adam J. Heintz,Beth C. HofmeisterHumira Noorestani, Appendix A20: In-House Counsel Pro Bono Programs, Practising Law Institute, Corporate Legal Departments: Practicing Law in a Corporation (4th Edition) (August 2025)Adam J. Heintz,Beth C. HofmeisterHumira Noorestani, Ch. 30: Strategic Globalization of Pro Bono Service, Practising Law Institute, International Corporate Practice: A Practitioner’s Guide to Global Success (February 2025)Adam J. Heintz,Beth C. HofmeisterEthical Considerations for In House Pro Bono Programs (February 2026)Erin J. LawSection 522.8. Pro Bono Legal Services, Rules of the Court of Appeals for the Registration of In-House Counsel, 22 NYCRR 522.8Adam J. Heintz,Beth C. HofmeisterPresentation Material2. Key Issues for Pro Bono at Corporations (PowerPoint Slides)Adam J. Heintz, Erin J. Law, Namita E. Mani, Linton Mann III Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466140 466140 163 G3115 1:00:30 https://www.pli.edu/programs/pro-bono-basics-new-york/466138?tCode=WTC5_RSS01 Corporate law Public interest law and pro bono Taken from the Web Program Recorded April 30, 2026 in New YorkKey Issues for Pro Bono at Corporations [01:00:30]This session focuses on how volunteers from corporate legal departments can participate meaningfully in pro bono with legal services organizations even if their involvement is distinct from conventional law firm pro bono models. After completing this presentation, participants will be able to:Understand an overview of how pro bono fits within corporationsReview tips and suggested models for building and improving pro bono programs at corporationsFocus on possible partnerships between corporations, law firms, and legal services organizations, and understand their respective rolesIdentify core strengths and gaps, and leverage partnerships that address these issues: Training/experience/supervisionContinuity of staffing and re-staffing needs (litigators, when people go on leave)Assessment of pro bono administrative capacity (mail rooms, case fees, service, technology, administrative support, translation/interpretation)Adam Heintz, Erin J. Law, Namita E. Mani, Linton Mann IIIThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Additional Resources List (Updated February 2026)Adam J. Heintz,Beth C. HofmeisterHumira Noorestani, Appendix A20: In-House Counsel Pro Bono Programs, Practising Law Institute, Corporate Legal Departments: Practicing Law in a Corporation (4th Edition) (August 2025)Adam J. Heintz,Beth C. HofmeisterHumira Noorestani, Ch. 30: Strategic Globalization of Pro Bono Service, Practising Law Institute, International Corporate Practice: A Practitioner’s Guide to Global Success (February 2025)Adam J. Heintz,Beth C. HofmeisterEthical Considerations for In House Pro Bono Programs (February 2026)Erin J. LawSection 522.8. Pro Bono Legal Services, Rules of the Court of Appeals for the Registration of In-House Counsel, 22 NYCRR 522.8Adam J. Heintz,Beth C. HofmeisterPresentation Material2. Key Issues for Pro Bono at Corporations (PowerPoint Slides)Adam J. Heintz, Erin J. Law, Namita E. Mani, Linton Mann III Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466138 466138 98 G3115 1:00:30 https://www.pli.edu/programs/pro-bono-basics-new-york/466139?tCode=WTC5_RSS01 Corporate law Public interest law and pro bono Taken from the Web Program Recorded April 30, 2026 in New YorkKey Issues for Pro Bono at Corporations [01:00:30]This session focuses on how volunteers from corporate legal departments can participate meaningfully in pro bono with legal services organizations even if their involvement is distinct from conventional law firm pro bono models. After completing this presentation, participants will be able to:Understand an overview of how pro bono fits within corporationsReview tips and suggested models for building and improving pro bono programs at corporationsFocus on possible partnerships between corporations, law firms, and legal services organizations, and understand their respective rolesIdentify core strengths and gaps, and leverage partnerships that address these issues: Training/experience/supervisionContinuity of staffing and re-staffing needs (litigators, when people go on leave)Assessment of pro bono administrative capacity (mail rooms, case fees, service, technology, administrative support, translation/interpretation)Adam Heintz, Erin J. Law, Namita E. Mani, Linton Mann IIIThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Additional Resources List (Updated February 2026)Adam J. Heintz,Beth C. HofmeisterHumira Noorestani, Appendix A20: In-House Counsel Pro Bono Programs, Practising Law Institute, Corporate Legal Departments: Practicing Law in a Corporation (4th Edition) (August 2025)Adam J. Heintz,Beth C. HofmeisterHumira Noorestani, Ch. 30: Strategic Globalization of Pro Bono Service, Practising Law Institute, International Corporate Practice: A Practitioner’s Guide to Global Success (February 2025)Adam J. Heintz,Beth C. HofmeisterEthical Considerations for In House Pro Bono Programs (February 2026)Erin J. LawSection 522.8. Pro Bono Legal Services, Rules of the Court of Appeals for the Registration of In-House Counsel, 22 NYCRR 522.8Adam J. Heintz,Beth C. HofmeisterPresentation Material2. Key Issues for Pro Bono at Corporations (PowerPoint Slides)Adam J. Heintz, Erin J. Law, Namita E. Mani, Linton Mann III Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466139 466139 25 G3115 0:59:49 https://www.pli.edu/programs/pro-bono-basics-new-york/466137?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Public interest law and pro bono Artificial intelligence Taken from the Web Program Recorded April 30, 2026 in New YorkEthical Issues in Pro Bono Representation [01:01:04]Session instructors will lead participants through an interactive series of ethical dilemmas that can arise during pro bono representation. After completing this session, participants will be better able to:Recognize ways to handle ethical issues that may arise in pro bono mattersUnderstand the importance of competency and what it encompassesSpot issues related to confidentialityPrepare to avoid conflicts, including positional conflictsFocus on the importance of engagement lettersExamine the role of limited scope representationDiscover the importance of language justice in pro bonoExplore the intersection of AI, pro bono practice, and ethical issuesRecognize the importance of appropriate malpractice insuranceConsider unauthorized practice of law issuesAdam Heintz, Beth Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Additional Resources List (Updated February 2026)Adam J. Heintz,Beth C. HofmeisterHumira Noorestani, Appendix A20: In-House Counsel Pro Bono Programs, Practising Law Institute, Corporate Legal Departments: Practicing Law in a Corporation (4th Edition) (August 2025)Adam J. Heintz,Beth C. HofmeisterHumira Noorestani, Ch. 30: Strategic Globalization of Pro Bono Service, Practising Law Institute, International Corporate Practice: A Practitioner’s Guide to Global Success (February 2025)Adam J. Heintz,Beth C. HofmeisterEthical Considerations for In House Pro Bono Programs (February 2026)Erin J. LawSection 522.8. Pro Bono Legal Services, Rules of the Court of Appeals for the Registration of In-House Counsel, 22 NYCRR 522.8Adam J. Heintz,Beth C. HofmeisterPresentation Material3. Ethics & Pro Bono Work (PowerPoint Slides)Adam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIHandout: United States v HeppnerAdam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIHandout: Amendment of ABA Model Rule 1.14Adam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIHandout: Working with Interpreters Program SummaryAdam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann III Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466137 466137 163 G3115 1:01:04 https://www.pli.edu/programs/pro-bono-basics-new-york/466136?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Public interest law and pro bono Artificial intelligence Taken from the Web Program Recorded April 30, 2026 in New YorkEthical Issues in Pro Bono Representation [01:01:04]Session instructors will lead participants through an interactive series of ethical dilemmas that can arise during pro bono representation. After completing this session, participants will be better able to:Recognize ways to handle ethical issues that may arise in pro bono mattersUnderstand the importance of competency and what it encompassesSpot issues related to confidentialityPrepare to avoid conflicts, including positional conflictsFocus on the importance of engagement lettersExamine the role of limited scope representationDiscover the importance of language justice in pro bonoExplore the intersection of AI, pro bono practice, and ethical issuesRecognize the importance of appropriate malpractice insuranceConsider unauthorized practice of law issuesAdam Heintz, Beth Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Additional Resources List (Updated February 2026)Adam J. Heintz,Beth C. HofmeisterHumira Noorestani, Appendix A20: In-House Counsel Pro Bono Programs, Practising Law Institute, Corporate Legal Departments: Practicing Law in a Corporation (4th Edition) (August 2025)Adam J. Heintz,Beth C. HofmeisterHumira Noorestani, Ch. 30: Strategic Globalization of Pro Bono Service, Practising Law Institute, International Corporate Practice: A Practitioner’s Guide to Global Success (February 2025)Adam J. Heintz,Beth C. HofmeisterEthical Considerations for In House Pro Bono Programs (February 2026)Erin J. LawSection 522.8. Pro Bono Legal Services, Rules of the Court of Appeals for the Registration of In-House Counsel, 22 NYCRR 522.8Adam J. Heintz,Beth C. HofmeisterPresentation Material3. Ethics & Pro Bono Work (PowerPoint Slides)Adam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIHandout: United States v HeppnerAdam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIHandout: Amendment of ABA Model Rule 1.14Adam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIHandout: Working with Interpreters Program SummaryAdam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann III Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466136 466136 25 G3115 1:00:23 https://www.pli.edu/programs/pro-bono-basics-new-york/466135?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Public interest law and pro bono Artificial intelligence Taken from the Web Program Recorded April 30, 2026 in New YorkEthical Issues in Pro Bono Representation [01:01:04]Session instructors will lead participants through an interactive series of ethical dilemmas that can arise during pro bono representation. After completing this session, participants will be better able to:Recognize ways to handle ethical issues that may arise in pro bono mattersUnderstand the importance of competency and what it encompassesSpot issues related to confidentialityPrepare to avoid conflicts, including positional conflictsFocus on the importance of engagement lettersExamine the role of limited scope representationDiscover the importance of language justice in pro bonoExplore the intersection of AI, pro bono practice, and ethical issuesRecognize the importance of appropriate malpractice insuranceConsider unauthorized practice of law issuesAdam Heintz, Beth Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Additional Resources List (Updated February 2026)Adam J. Heintz,Beth C. HofmeisterHumira Noorestani, Appendix A20: In-House Counsel Pro Bono Programs, Practising Law Institute, Corporate Legal Departments: Practicing Law in a Corporation (4th Edition) (August 2025)Adam J. Heintz,Beth C. HofmeisterHumira Noorestani, Ch. 30: Strategic Globalization of Pro Bono Service, Practising Law Institute, International Corporate Practice: A Practitioner’s Guide to Global Success (February 2025)Adam J. Heintz,Beth C. HofmeisterEthical Considerations for In House Pro Bono Programs (February 2026)Erin J. LawSection 522.8. Pro Bono Legal Services, Rules of the Court of Appeals for the Registration of In-House Counsel, 22 NYCRR 522.8Adam J. Heintz,Beth C. HofmeisterPresentation Material3. Ethics & Pro Bono Work (PowerPoint Slides)Adam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIHandout: United States v HeppnerAdam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIHandout: Amendment of ABA Model Rule 1.14Adam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann IIIHandout: Working with Interpreters Program SummaryAdam J. Heintz, Beth C. Hofmeister, Erin J. Law, Namita E. Mani, Linton Mann III Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466135 466135 98 G3115 1:01:04 https://www.pli.edu/programs/bankruptcy--reorganizations/441753?tCode=WTC5_RSS01 Bankruptcy and restructuring Debt restructuring Chapter 11 Join us to hear from industry leaders and judges on the latest market trends, regulatory shifts, and legislative updates affecting bankruptcy and reorganization. Enhance your knowledge in bankruptcy, restructuring, and insolvency as we examine advanced liability management transactions, disputed financing matters, cross-border insolvency issues, and effective Chapter 15 strategies. Additionally, acquire guidance on addressing valuation disputes, mass tort liabilities, and the intricacies of plan negotiations, while learning best practices for protecting creditors and interested parties and optimizing value and recoveries. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441753 441753 32 G3102 5:36:30 https://www.pli.edu/programs/ai-and-its-impact-on-corporate-disclosure-and-governance/458798?tCode=WTC5_RSS01 Corporate governance Disclosures (Corporate governance) Risk management (Corporate governance) Technology Artificial intelligence As artificial intelligence becomes more deeply embedded in corporate operations, from product development and customer engagement to compliance and risk management, it raises complex questions for public companies about disclosure obligations and governance best practices. Regulators, investors, and other stakeholders are increasingly focused on how companies are using AI and managing the risks and opportunities it presents. Understanding what, when, and how to disclose AI-related information is now a critical issue for legal, compliance, and investor relations teams alike. And managing the complex dynamics associated with AI is vital for boards of directors and senior management.  This program will explore the evolving regulatory expectations, litigation risks, and best practices for transparent and accurate disclosure and governance around AI. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458798 458798 104 G5694 1:01:16 https://www.pli.edu/programs/ai-and-its-impact-on-corporate-disclosure-and-governance/463785?tCode=WTC5_RSS01 Corporate governance Disclosures (Corporate governance) Risk management (Corporate governance) Technology Artificial intelligence As artificial intelligence becomes more deeply embedded in corporate operations, from product development and customer engagement to compliance and risk management, it raises complex questions for public companies about disclosure obligations and governance best practices. Regulators, investors, and other stakeholders are increasingly focused on how companies are using AI and managing the risks and opportunities it presents. Understanding what, when, and how to disclose AI-related information is now a critical issue for legal, compliance, and investor relations teams alike. And managing the complex dynamics associated with AI is vital for boards of directors and senior management.  This program will explore the evolving regulatory expectations, litigation risks, and best practices for transparent and accurate disclosure and governance around AI. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463785 463785 98 G5694 1:01:57 https://www.pli.edu/programs/ai-and-its-impact-on-corporate-disclosure-and-governance/463784?tCode=WTC5_RSS01 Corporate governance Disclosures (Corporate governance) Risk management (Corporate governance) Technology Artificial intelligence As artificial intelligence becomes more deeply embedded in corporate operations, from product development and customer engagement to compliance and risk management, it raises complex questions for public companies about disclosure obligations and governance best practices. Regulators, investors, and other stakeholders are increasingly focused on how companies are using AI and managing the risks and opportunities it presents. Understanding what, when, and how to disclose AI-related information is now a critical issue for legal, compliance, and investor relations teams alike. And managing the complex dynamics associated with AI is vital for boards of directors and senior management.  This program will explore the evolving regulatory expectations, litigation risks, and best practices for transparent and accurate disclosure and governance around AI. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463784 463784 163 G5694 1:01:57 https://www.pli.edu/programs/legal-ethics-of-ai-in-pro-bono-practice-what-pro-bono-and-public-interest-lawyers-need-to-know/460521?tCode=WTC5_RSS01 Ethics and professional responsibility Public interest law and pro bono Technology Artificial intelligence Emerging technologies such as generative AI, low-code and no-code platforms, and fully custom AI systems are increasingly shaping how pro bono and public interest legal services are designed, delivered, and scaled. As demand for services continues to outpace available resources, these tools offer meaningful opportunities to improve efficiency, consistency, and reach. At the same time, they require thoughtful application of existing professional responsibility rules, including duties of competence, confidentiality, supervision, transparency, and accountability.This one-hour briefing examines legal ethics through two contrasting but complementary AI use cases that reflect different development approaches and levels of technical complexity. The first use case focuses on an operational AI agent built using low-code and no-code tools to support pro bono program administration, including intake routing, scheduling, volunteer coordination, and internal workflows. The second explores a client-facing asylum support tool developed through full, pro-code engineering and a formal responsible AI lifecycle.The session highlights how ethical responsibilities scale based on how AI is built, deployed, and integrated into legal services. Across both examples, attorneys play a critical role not only as end users, but as creators, subject-matter experts, user testers, and key influencers in product design and governance. The briefing underscores why lawyer involvement is essential at every stage, from problem definition and system design to testing, oversight, and continuous improvement, particularly in pro bono and access to justice contexts. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460521 460521 104 G5724 1:01:54 https://www.pli.edu/programs/legal-ethics-of-ai-in-pro-bono-practice-what-pro-bono-and-public-interest-lawyers-need-to-know/463787?tCode=WTC5_RSS01 Ethics and professional responsibility Public interest law and pro bono Technology Artificial intelligence Emerging technologies such as generative AI, low-code and no-code platforms, and fully custom AI systems are increasingly shaping how pro bono and public interest legal services are designed, delivered, and scaled. As demand for services continues to outpace available resources, these tools offer meaningful opportunities to improve efficiency, consistency, and reach. At the same time, they require thoughtful application of existing professional responsibility rules, including duties of competence, confidentiality, supervision, transparency, and accountability.This one-hour briefing examines legal ethics through two contrasting but complementary AI use cases that reflect different development approaches and levels of technical complexity. The first use case focuses on an operational AI agent built using low-code and no-code tools to support pro bono program administration, including intake routing, scheduling, volunteer coordination, and internal workflows. The second explores a client-facing asylum support tool developed through full, pro-code engineering and a formal responsible AI lifecycle.The session highlights how ethical responsibilities scale based on how AI is built, deployed, and integrated into legal services. Across both examples, attorneys play a critical role not only as end users, but as creators, subject-matter experts, user testers, and key influencers in product design and governance. The briefing underscores why lawyer involvement is essential at every stage, from problem definition and system design to testing, oversight, and continuous improvement, particularly in pro bono and access to justice contexts. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463787 463787 98 G5724 1:02:36 https://www.pli.edu/programs/legal-ethics-of-ai-in-pro-bono-practice-what-pro-bono-and-public-interest-lawyers-need-to-know/463786?tCode=WTC5_RSS01 Ethics and professional responsibility Public interest law and pro bono Technology Artificial intelligence Emerging technologies such as generative AI, low-code and no-code platforms, and fully custom AI systems are increasingly shaping how pro bono and public interest legal services are designed, delivered, and scaled. As demand for services continues to outpace available resources, these tools offer meaningful opportunities to improve efficiency, consistency, and reach. At the same time, they require thoughtful application of existing professional responsibility rules, including duties of competence, confidentiality, supervision, transparency, and accountability.This one-hour briefing examines legal ethics through two contrasting but complementary AI use cases that reflect different development approaches and levels of technical complexity. The first use case focuses on an operational AI agent built using low-code and no-code tools to support pro bono program administration, including intake routing, scheduling, volunteer coordination, and internal workflows. The second explores a client-facing asylum support tool developed through full, pro-code engineering and a formal responsible AI lifecycle.The session highlights how ethical responsibilities scale based on how AI is built, deployed, and integrated into legal services. Across both examples, attorneys play a critical role not only as end users, but as creators, subject-matter experts, user testers, and key influencers in product design and governance. The briefing underscores why lawyer involvement is essential at every stage, from problem definition and system design to testing, oversight, and continuous improvement, particularly in pro bono and access to justice contexts. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463786 463786 163 G5724 1:02:36 https://www.pli.edu/catalog/publications/treatise/anti-money-laundering-deskbook-a-practical-guide-to-law-and-compliance/370667?tCode=WTC5_RSS01 Financial crimes Regulation, compliance, and enforcement (Corporate law) Anti-money laundering Regulation, compliance, and enforcement (Securities and other financial products) A comprehensive and accesible guide to the U.S. money laundering and anti-money laundering legal regimes and compliance requirements for U.S. financial institutions. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 370667 370667 59 0:00:00 https://www.pli.edu/programs/attorney-wellness/442751?tCode=WTC5_RSS01 Attorney wellness Attorney substance use disorder Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442751 442751 13 G4177 2026-12-15T18:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/attorney-wellness/442750?tCode=WTC5_RSS01 Attorney wellness Attorney substance use disorder Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442750 442750 3 G4177 2026-12-15T18:30:00Z 3:31:10 New York NY USA https://www.pli.edu/programs/artificial-intelligence-and-data-driven-transactions/465970?tCode=WTC5_RSS01 Disclosures (Corporate governance) Cybersecurity and data protection Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 29, 2026 in San FranciscoAI Inside the Enterprise and the Boardroom: Governance, Disclosure, and Oversight in Practice [01:03:11]After completing this session, participants will be able to:Learn how companies are designing enterprise AI governance frameworks, including internal controls, auditability, and assurance mechanisms aligned with legal, risk, and compliance functionsExplore practical approaches to model validation, monitoring, and documentationUnderstand how AI risk is being addressed in public company disclosures (including 10-Ks and S-1s), M&A diligence, and other high-stakes corporate moments, addressing key risk themes that are emergingExamine privilege, confidentiality, and information-sharing challenges in internal environmentsUnderstand the board’s duty of care and oversight with respect to AI development, deployment, and relianceReview ethical obligations and requirements for lawyers, and how they are applying in the AI contextKarna Nisewaner, Michael YuanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Eric Vandevelde, et al., Gibson, Dunn & Crutcher LLP, White Collar Defense & Investigations Update, AI Privilege Waivers: SDNY Rules Against Privilege Protection for Consumer AI Outputs (February 20, 2026)Cassandra L. Gaedt-SheckterPresentation MaterialAI Inside the Enterprise and the Boardroom: Governance, Disclosure, and Oversight in PracticeKarna Nisewaner, Michael Yuan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465970 465970 98 G3324 1:03:11 https://www.pli.edu/programs/artificial-intelligence-and-data-driven-transactions/465971?tCode=WTC5_RSS01 Disclosures (Corporate governance) Cybersecurity and data protection Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 29, 2026 in San FranciscoAI Inside the Enterprise and the Boardroom: Governance, Disclosure, and Oversight in Practice [01:03:11]After completing this session, participants will be able to:Learn how companies are designing enterprise AI governance frameworks, including internal controls, auditability, and assurance mechanisms aligned with legal, risk, and compliance functionsExplore practical approaches to model validation, monitoring, and documentationUnderstand how AI risk is being addressed in public company disclosures (including 10-Ks and S-1s), M&A diligence, and other high-stakes corporate moments, addressing key risk themes that are emergingExamine privilege, confidentiality, and information-sharing challenges in internal environmentsUnderstand the board’s duty of care and oversight with respect to AI development, deployment, and relianceReview ethical obligations and requirements for lawyers, and how they are applying in the AI contextKarna Nisewaner, Michael YuanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Eric Vandevelde, et al., Gibson, Dunn & Crutcher LLP, White Collar Defense & Investigations Update, AI Privilege Waivers: SDNY Rules Against Privilege Protection for Consumer AI Outputs (February 20, 2026)Cassandra L. Gaedt-SheckterPresentation MaterialAI Inside the Enterprise and the Boardroom: Governance, Disclosure, and Oversight in PracticeKarna Nisewaner, Michael Yuan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465971 465971 25 G3324 1:02:29 https://www.pli.edu/programs/artificial-intelligence-and-data-driven-transactions/465969?tCode=WTC5_RSS01 Disclosures (Corporate governance) Cybersecurity and data protection Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 29, 2026 in San FranciscoAI Inside the Enterprise and the Boardroom: Governance, Disclosure, and Oversight in Practice [01:03:11]After completing this session, participants will be able to:Learn how companies are designing enterprise AI governance frameworks, including internal controls, auditability, and assurance mechanisms aligned with legal, risk, and compliance functionsExplore practical approaches to model validation, monitoring, and documentationUnderstand how AI risk is being addressed in public company disclosures (including 10-Ks and S-1s), M&A diligence, and other high-stakes corporate moments, addressing key risk themes that are emergingExamine privilege, confidentiality, and information-sharing challenges in internal environmentsUnderstand the board’s duty of care and oversight with respect to AI development, deployment, and relianceReview ethical obligations and requirements for lawyers, and how they are applying in the AI contextKarna Nisewaner, Michael YuanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Eric Vandevelde, et al., Gibson, Dunn & Crutcher LLP, White Collar Defense & Investigations Update, AI Privilege Waivers: SDNY Rules Against Privilege Protection for Consumer AI Outputs (February 20, 2026)Cassandra L. Gaedt-SheckterPresentation MaterialAI Inside the Enterprise and the Boardroom: Governance, Disclosure, and Oversight in PracticeKarna Nisewaner, Michael Yuan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465969 465969 163 G3324 1:03:11 https://www.pli.edu/programs/artificial-intelligence-and-data-driven-transactions/465966?tCode=WTC5_RSS01 Insurance Technology litigation Technology Artificial intelligence Generative AI Taken from the Web Program Recorded April 29, 2026 in San FranciscoHuman Oversight: Managing Agentic AI and “Significant Decisions” Across Commerce, Employment, and Insurance [01:02:25]As AI systems increasingly act with greater autonomy, organizations face heightened legal, operational, and governance risks, particularly where AI is used in “significant decisions” affecting individuals. After completing this session, participants will be able to:Explain what makes AI “agentic”: how autonomy and reduced human intervention change risk, accountability, and oversight risks and obligationsEvaluate the use of AI in “significant decisions,” including employment and insurance contexts, and how emerging laws and case law are regulating these applicationsIdentify bias, discrimination, and explainability risksAssess human-in-the-loop and oversight requirements, and how organizations are operationalizing meaningful review for high-impact AI decisionsExamine regulatory and enforcement trends, and expected litigation risks for agentic AINavigate vendor and tool governance, including diligence, audit rights, and allocation of responsibility for third-party AI systemsExplore practical governance strategies for deploying agentic and decision-supporting AI to mitigate risksChristy Gately, Jeffrey Lewis, Rachel ThompsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vivek Mohan and Emily Lamm, Gibson, Dunn & Crutcher LLP, Practical Insights for Employers Using AI, Law360 (December 14, 2023)Cassandra L. Gaedt-SheckterPresentation MaterialHuman Oversight: Managing Agentic AI and “Significant Decisions” Across Commerce, Employment, and HealthcareChristy Gately, Jeff Lewis, Rachel Thompson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465966 465966 163 G3324 1:02:25 https://www.pli.edu/programs/artificial-intelligence-and-data-driven-transactions/465967?tCode=WTC5_RSS01 Insurance Technology litigation Technology Artificial intelligence Generative AI Taken from the Web Program Recorded April 29, 2026 in San FranciscoHuman Oversight: Managing Agentic AI and “Significant Decisions” Across Commerce, Employment, and Insurance [01:02:25]As AI systems increasingly act with greater autonomy, organizations face heightened legal, operational, and governance risks, particularly where AI is used in “significant decisions” affecting individuals. After completing this session, participants will be able to:Explain what makes AI “agentic”: how autonomy and reduced human intervention change risk, accountability, and oversight risks and obligationsEvaluate the use of AI in “significant decisions,” including employment and insurance contexts, and how emerging laws and case law are regulating these applicationsIdentify bias, discrimination, and explainability risksAssess human-in-the-loop and oversight requirements, and how organizations are operationalizing meaningful review for high-impact AI decisionsExamine regulatory and enforcement trends, and expected litigation risks for agentic AINavigate vendor and tool governance, including diligence, audit rights, and allocation of responsibility for third-party AI systemsExplore practical governance strategies for deploying agentic and decision-supporting AI to mitigate risksChristy Gately, Jeffrey Lewis, Rachel ThompsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vivek Mohan and Emily Lamm, Gibson, Dunn & Crutcher LLP, Practical Insights for Employers Using AI, Law360 (December 14, 2023)Cassandra L. Gaedt-SheckterPresentation MaterialHuman Oversight: Managing Agentic AI and “Significant Decisions” Across Commerce, Employment, and HealthcareChristy Gately, Jeff Lewis, Rachel Thompson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465967 465967 98 G3324 1:02:25 https://www.pli.edu/programs/artificial-intelligence-and-data-driven-transactions/465968?tCode=WTC5_RSS01 Insurance Technology litigation Technology Artificial intelligence Generative AI Taken from the Web Program Recorded April 29, 2026 in San FranciscoHuman Oversight: Managing Agentic AI and “Significant Decisions” Across Commerce, Employment, and Insurance [01:02:25]As AI systems increasingly act with greater autonomy, organizations face heightened legal, operational, and governance risks, particularly where AI is used in “significant decisions” affecting individuals. After completing this session, participants will be able to:Explain what makes AI “agentic”: how autonomy and reduced human intervention change risk, accountability, and oversight risks and obligationsEvaluate the use of AI in “significant decisions,” including employment and insurance contexts, and how emerging laws and case law are regulating these applicationsIdentify bias, discrimination, and explainability risksAssess human-in-the-loop and oversight requirements, and how organizations are operationalizing meaningful review for high-impact AI decisionsExamine regulatory and enforcement trends, and expected litigation risks for agentic AINavigate vendor and tool governance, including diligence, audit rights, and allocation of responsibility for third-party AI systemsExplore practical governance strategies for deploying agentic and decision-supporting AI to mitigate risksChristy Gately, Jeffrey Lewis, Rachel ThompsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vivek Mohan and Emily Lamm, Gibson, Dunn & Crutcher LLP, Practical Insights for Employers Using AI, Law360 (December 14, 2023)Cassandra L. Gaedt-SheckterPresentation MaterialHuman Oversight: Managing Agentic AI and “Significant Decisions” Across Commerce, Employment, and HealthcareChristy Gately, Jeff Lewis, Rachel Thompson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465968 465968 25 G3324 1:01:43 https://www.pli.edu/programs/artificial-intelligence-and-data-driven-transactions/465974?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Technology litigation Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 29, 2026 in San FranciscoGlobal AI Governance and Risk Landscape: Law, Policy, and Practical Compliance in 2026 [01:30:07]This session explores how the global AI regulatory and risk environment is evolving amid significant geopolitical, legal, and policy uncertainty. With shifting federal priorities at the U.S. level—including battling Executive Orders over the course of 2025—an unsettled outlook for comprehensive U.S. AI legislation, and continued developments at the state and international levels, companies must increasingly rely on risk-based governance frameworks and practical compliance strategies that can adapt to change, while still understanding and approaching the high-level compliance requirements. After completing this session, participants will be able to:Analyze global regulatory developments, including implementation timelines and early lessons from the EU AI Act and their extraterritorial impactEvaluate the current U.S. federal posture on AI, including executive, legislative, and agency-level signals, and how to plan amid regulatory uncertaintyInterpret state-level AI and automated decision-making laws and how companies are managing compliance in a fragmented domestic landscapeExamine the interaction between AI regulation and privacy, data protection, and cybersecurity regimes, and what that means for day-to-day counselingAssess litigation, investigations, and enforcement actions shaping AI risk management in the absence of comprehensive federal regulationDesign practical approaches to future-proof AI governance programs, including risk classification, documentation, and internal escalation strategies that can evolve as the law developsJay Donde, Matthew Reagan, Frances WaldmannThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vivek Mohan, et al., Gibson, Dunn & Crutcher LLP, Artificial Intelligence/Administrative Law & Regulatory Update, President Trump’s Latest Executive Order on AI Seeks to Preempt State Laws (December 15, 2025)Cassandra L. Gaedt-SheckterAshlie Beringer, et al., Gibson, Dunn & Crutcher LLP, State Attorneys General (AG) Task Force/Artificial Intelligence Update, Balancing Support for Federal Frameworks with Enforcement Autonomy: State Attorneys General Approaches to Youth Online Protections and Artificial Intelligence (October 16, 2025)Cassandra L. Gaedt-SheckterVivek Mohan, et al., Gibson, Dunn & Crutcher LLP, Privacy, Cybersecurity & Data Innovation Update, DOJ Data Security Program Enforcement Delay Has Ended—Is Your Company Ready? (July 10, 2025)Cassandra L. Gaedt-SheckterAshlie Beringer, et al., Gibson, Dunn & Crutcher LLP, Artificial Intelligence and Privacy, Cybersecurity & Data Innovation Update, Gibson Dunn Submits Comment on Proposed Automated Decisionmaking Technology Regulations in California (March 17, 2025)Cassandra L. Gaedt-SheckterPresidential Documents, Preventing Access to Americans’ Bulk Sensitive Personal Data and United States Government-Related Data by Countries of Concern, Exec. Order No. 14117, 89 Fed. Reg. 15421, No. 42 (February 28, 2024)Cassandra L. Gaedt-SheckterPresidential Documents, Ensuring a National Policy Framework for Artificial Intelligence, Exec. Order No. 14365, 90 Fed. Reg. 58499, No. 239 (December 11, 2025)Cassandra L. Gaedt-SheckterCalifornia Privacy Protection Agency, Modified Text of Proposed Regulations (CCPA Updates, Cyber, Risk, ADMT, and Insurance Regulations) (May 9, 2025)Cassandra L. Gaedt-SheckterPresentation MaterialGlobal AI Governance & Risk Landscape: Law, Policy, & Practical Compliance In 2026Jay Donde, Kamola Kobildjanova, Matthew Reagan, Frances Waldmann Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465974 465974 25 G3324 1:30:07 https://www.pli.edu/programs/artificial-intelligence-and-data-driven-transactions/465973?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Technology litigation Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 29, 2026 in San FranciscoGlobal AI Governance and Risk Landscape: Law, Policy, and Practical Compliance in 2026 [01:30:07]This session explores how the global AI regulatory and risk environment is evolving amid significant geopolitical, legal, and policy uncertainty. With shifting federal priorities at the U.S. level—including battling Executive Orders over the course of 2025—an unsettled outlook for comprehensive U.S. AI legislation, and continued developments at the state and international levels, companies must increasingly rely on risk-based governance frameworks and practical compliance strategies that can adapt to change, while still understanding and approaching the high-level compliance requirements. After completing this session, participants will be able to:Analyze global regulatory developments, including implementation timelines and early lessons from the EU AI Act and their extraterritorial impactEvaluate the current U.S. federal posture on AI, including executive, legislative, and agency-level signals, and how to plan amid regulatory uncertaintyInterpret state-level AI and automated decision-making laws and how companies are managing compliance in a fragmented domestic landscapeExamine the interaction between AI regulation and privacy, data protection, and cybersecurity regimes, and what that means for day-to-day counselingAssess litigation, investigations, and enforcement actions shaping AI risk management in the absence of comprehensive federal regulationDesign practical approaches to future-proof AI governance programs, including risk classification, documentation, and internal escalation strategies that can evolve as the law developsJay Donde, Matthew Reagan, Frances WaldmannThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vivek Mohan, et al., Gibson, Dunn & Crutcher LLP, Artificial Intelligence/Administrative Law & Regulatory Update, President Trump’s Latest Executive Order on AI Seeks to Preempt State Laws (December 15, 2025)Cassandra L. Gaedt-SheckterAshlie Beringer, et al., Gibson, Dunn & Crutcher LLP, State Attorneys General (AG) Task Force/Artificial Intelligence Update, Balancing Support for Federal Frameworks with Enforcement Autonomy: State Attorneys General Approaches to Youth Online Protections and Artificial Intelligence (October 16, 2025)Cassandra L. Gaedt-SheckterVivek Mohan, et al., Gibson, Dunn & Crutcher LLP, Privacy, Cybersecurity & Data Innovation Update, DOJ Data Security Program Enforcement Delay Has Ended—Is Your Company Ready? (July 10, 2025)Cassandra L. Gaedt-SheckterAshlie Beringer, et al., Gibson, Dunn & Crutcher LLP, Artificial Intelligence and Privacy, Cybersecurity & Data Innovation Update, Gibson Dunn Submits Comment on Proposed Automated Decisionmaking Technology Regulations in California (March 17, 2025)Cassandra L. Gaedt-SheckterPresidential Documents, Preventing Access to Americans’ Bulk Sensitive Personal Data and United States Government-Related Data by Countries of Concern, Exec. Order No. 14117, 89 Fed. Reg. 15421, No. 42 (February 28, 2024)Cassandra L. Gaedt-SheckterPresidential Documents, Ensuring a National Policy Framework for Artificial Intelligence, Exec. Order No. 14365, 90 Fed. Reg. 58499, No. 239 (December 11, 2025)Cassandra L. Gaedt-SheckterCalifornia Privacy Protection Agency, Modified Text of Proposed Regulations (CCPA Updates, Cyber, Risk, ADMT, and Insurance Regulations) (May 9, 2025)Cassandra L. Gaedt-SheckterPresentation MaterialGlobal AI Governance & Risk Landscape: Law, Policy, & Practical Compliance In 2026Jay Donde, Kamola Kobildjanova, Matthew Reagan, Frances Waldmann Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465973 465973 98 G3324 1:30:49 https://www.pli.edu/programs/artificial-intelligence-and-data-driven-transactions/465972?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Technology litigation Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 29, 2026 in San FranciscoGlobal AI Governance and Risk Landscape: Law, Policy, and Practical Compliance in 2026 [01:30:07]This session explores how the global AI regulatory and risk environment is evolving amid significant geopolitical, legal, and policy uncertainty. With shifting federal priorities at the U.S. level—including battling Executive Orders over the course of 2025—an unsettled outlook for comprehensive U.S. AI legislation, and continued developments at the state and international levels, companies must increasingly rely on risk-based governance frameworks and practical compliance strategies that can adapt to change, while still understanding and approaching the high-level compliance requirements. After completing this session, participants will be able to:Analyze global regulatory developments, including implementation timelines and early lessons from the EU AI Act and their extraterritorial impactEvaluate the current U.S. federal posture on AI, including executive, legislative, and agency-level signals, and how to plan amid regulatory uncertaintyInterpret state-level AI and automated decision-making laws and how companies are managing compliance in a fragmented domestic landscapeExamine the interaction between AI regulation and privacy, data protection, and cybersecurity regimes, and what that means for day-to-day counselingAssess litigation, investigations, and enforcement actions shaping AI risk management in the absence of comprehensive federal regulationDesign practical approaches to future-proof AI governance programs, including risk classification, documentation, and internal escalation strategies that can evolve as the law developsJay Donde, Matthew Reagan, Frances WaldmannThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vivek Mohan, et al., Gibson, Dunn & Crutcher LLP, Artificial Intelligence/Administrative Law & Regulatory Update, President Trump’s Latest Executive Order on AI Seeks to Preempt State Laws (December 15, 2025)Cassandra L. Gaedt-SheckterAshlie Beringer, et al., Gibson, Dunn & Crutcher LLP, State Attorneys General (AG) Task Force/Artificial Intelligence Update, Balancing Support for Federal Frameworks with Enforcement Autonomy: State Attorneys General Approaches to Youth Online Protections and Artificial Intelligence (October 16, 2025)Cassandra L. Gaedt-SheckterVivek Mohan, et al., Gibson, Dunn & Crutcher LLP, Privacy, Cybersecurity & Data Innovation Update, DOJ Data Security Program Enforcement Delay Has Ended—Is Your Company Ready? (July 10, 2025)Cassandra L. Gaedt-SheckterAshlie Beringer, et al., Gibson, Dunn & Crutcher LLP, Artificial Intelligence and Privacy, Cybersecurity & Data Innovation Update, Gibson Dunn Submits Comment on Proposed Automated Decisionmaking Technology Regulations in California (March 17, 2025)Cassandra L. Gaedt-SheckterPresidential Documents, Preventing Access to Americans’ Bulk Sensitive Personal Data and United States Government-Related Data by Countries of Concern, Exec. Order No. 14117, 89 Fed. Reg. 15421, No. 42 (February 28, 2024)Cassandra L. Gaedt-SheckterPresidential Documents, Ensuring a National Policy Framework for Artificial Intelligence, Exec. Order No. 14365, 90 Fed. Reg. 58499, No. 239 (December 11, 2025)Cassandra L. Gaedt-SheckterCalifornia Privacy Protection Agency, Modified Text of Proposed Regulations (CCPA Updates, Cyber, Risk, ADMT, and Insurance Regulations) (May 9, 2025)Cassandra L. Gaedt-SheckterPresentation MaterialGlobal AI Governance & Risk Landscape: Law, Policy, & Practical Compliance In 2026Jay Donde, Kamola Kobildjanova, Matthew Reagan, Frances Waldmann Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465972 465972 163 G3324 1:30:49 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466108?tCode=WTC5_RSS01 Antitrust Antitrust violations Regulation, compliance, and enforcement (Antitrust) Unfair competition Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkThe Revival of the Robinson-Patman Act? Understanding the New Evolving Landscape [01:02:59]This session will inform practitioners of what they need to know about the Robinson-Patman Act. After completing this session, participants will be able to:Understand the underpinnings of the Robinson-Patman Act, including its history, claims, and defensesDiscuss key considerations in bringing and defending against a Robinson-Patman Act claimRecognize the tension between the Robinson-Patman Act and other antitrust lawsUnderstand the Federal Trade Commission’s evolving approach to the Robinson-Patman ActMeagan BellshawThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Meagan Bellshaw, Charles Gehnrich, Arlinda Shehu and Sam Fujikawa, The Revival of the Robinson-Patman Act: Understanding the Evolving Landscape (February 26, 2026)Meagan BellshawRobinson-Patman Act, 15 U.S.C. § 13. Discrimination in Price, Services, or Facilities (1936)Samantha F Hynes,Jennifer B. PattersonFederal Trade Commission, Guides for Advertising Allowances and Other Merchandising Payments and Services, 79 FR 58245-01 (September 29, 2014)Samantha F Hynes,Jennifer B. Patterson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466108 466108 25 G3055 1:02:59 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466107?tCode=WTC5_RSS01 Antitrust Antitrust violations Regulation, compliance, and enforcement (Antitrust) Unfair competition Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkThe Revival of the Robinson-Patman Act? Understanding the New Evolving Landscape [01:02:59]This session will inform practitioners of what they need to know about the Robinson-Patman Act. After completing this session, participants will be able to:Understand the underpinnings of the Robinson-Patman Act, including its history, claims, and defensesDiscuss key considerations in bringing and defending against a Robinson-Patman Act claimRecognize the tension between the Robinson-Patman Act and other antitrust lawsUnderstand the Federal Trade Commission’s evolving approach to the Robinson-Patman ActMeagan BellshawThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Meagan Bellshaw, Charles Gehnrich, Arlinda Shehu and Sam Fujikawa, The Revival of the Robinson-Patman Act: Understanding the Evolving Landscape (February 26, 2026)Meagan BellshawRobinson-Patman Act, 15 U.S.C. § 13. Discrimination in Price, Services, or Facilities (1936)Samantha F Hynes,Jennifer B. PattersonFederal Trade Commission, Guides for Advertising Allowances and Other Merchandising Payments and Services, 79 FR 58245-01 (September 29, 2014)Samantha F Hynes,Jennifer B. Patterson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466107 466107 98 G3055 1:03:41 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466109?tCode=WTC5_RSS01 Antitrust Antitrust violations Regulation, compliance, and enforcement (Antitrust) Unfair competition Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkThe Revival of the Robinson-Patman Act? Understanding the New Evolving Landscape [01:02:59]This session will inform practitioners of what they need to know about the Robinson-Patman Act. After completing this session, participants will be able to:Understand the underpinnings of the Robinson-Patman Act, including its history, claims, and defensesDiscuss key considerations in bringing and defending against a Robinson-Patman Act claimRecognize the tension between the Robinson-Patman Act and other antitrust lawsUnderstand the Federal Trade Commission’s evolving approach to the Robinson-Patman ActMeagan BellshawThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Meagan Bellshaw, Charles Gehnrich, Arlinda Shehu and Sam Fujikawa, The Revival of the Robinson-Patman Act: Understanding the Evolving Landscape (February 26, 2026)Meagan BellshawRobinson-Patman Act, 15 U.S.C. § 13. Discrimination in Price, Services, or Facilities (1936)Samantha F Hynes,Jennifer B. PattersonFederal Trade Commission, Guides for Advertising Allowances and Other Merchandising Payments and Services, 79 FR 58245-01 (September 29, 2014)Samantha F Hynes,Jennifer B. Patterson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466109 466109 163 G3055 1:03:41 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466126?tCode=WTC5_RSS01 Antitrust Antitrust litigation Practice skills (Antitrust) Class action settlements (Antitrust) Regulation, compliance, and enforcement (Antitrust) Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkAntitrust Class Action Developments [01:00:08]This session will focus on key legal developments in antitrust class action litigation. After completing this session, participants will have a greater understanding of·      The resurgence of Robinson-Patman Act enforcement: what it means for antitrust class actions·      Conducting an expert hot tub·      Right to repairs: what it means for antitrust class actions·      Lab Corp litigationRosa M. Morales, Matthew PerezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Amazon.com, Inc.’s Motion for a Concurrent Expert Hearing, Frame-Wilson v. Amazon.com, Inc., No. 2:20-cv-00424-JHC, ECF No. 446 (W.D. Wash. 2026)Matthew PerezPlaintiffs’ Opposition to Amazon.com, Inc.’s Motion for a Concurrent Expert Hearing, Frame-Wilson v. Amazon.com, Inc., No. 2:20-cv-00424-JHC, ECF No. 490 (W.D. Wash. 2026)Matthew PerezOrder, Frame-Wilson v. Amazon.com, Inc., No. 2:20-cv-00424-JHC, ECF No. 491 (W.D. Wash. 2026)Matthew PerezLaboratory Corp. of Am. Holdings v. Davis, 605 U.S. ___ (2025)Matthew PerezPresentation MaterialAntitrust Class Action Developments PowerPointRosa M. Morales, Matthew Perez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466126 466126 25 G3055 1:00:08 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466127?tCode=WTC5_RSS01 Antitrust Antitrust litigation Practice skills (Antitrust) Class action settlements (Antitrust) Regulation, compliance, and enforcement (Antitrust) Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkAntitrust Class Action Developments [01:00:08]This session will focus on key legal developments in antitrust class action litigation. After completing this session, participants will have a greater understanding of·      The resurgence of Robinson-Patman Act enforcement: what it means for antitrust class actions·      Conducting an expert hot tub·      Right to repairs: what it means for antitrust class actions·      Lab Corp litigationRosa M. Morales, Matthew PerezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Amazon.com, Inc.’s Motion for a Concurrent Expert Hearing, Frame-Wilson v. Amazon.com, Inc., No. 2:20-cv-00424-JHC, ECF No. 446 (W.D. Wash. 2026)Matthew PerezPlaintiffs’ Opposition to Amazon.com, Inc.’s Motion for a Concurrent Expert Hearing, Frame-Wilson v. Amazon.com, Inc., No. 2:20-cv-00424-JHC, ECF No. 490 (W.D. Wash. 2026)Matthew PerezOrder, Frame-Wilson v. Amazon.com, Inc., No. 2:20-cv-00424-JHC, ECF No. 491 (W.D. Wash. 2026)Matthew PerezLaboratory Corp. of Am. Holdings v. Davis, 605 U.S. ___ (2025)Matthew PerezPresentation MaterialAntitrust Class Action Developments PowerPointRosa M. Morales, Matthew Perez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466127 466127 163 G3055 1:00:50 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466125?tCode=WTC5_RSS01 Antitrust Antitrust litigation Practice skills (Antitrust) Class action settlements (Antitrust) Regulation, compliance, and enforcement (Antitrust) Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkAntitrust Class Action Developments [01:00:08]This session will focus on key legal developments in antitrust class action litigation. After completing this session, participants will have a greater understanding of·      The resurgence of Robinson-Patman Act enforcement: what it means for antitrust class actions·      Conducting an expert hot tub·      Right to repairs: what it means for antitrust class actions·      Lab Corp litigationRosa M. Morales, Matthew PerezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Amazon.com, Inc.’s Motion for a Concurrent Expert Hearing, Frame-Wilson v. Amazon.com, Inc., No. 2:20-cv-00424-JHC, ECF No. 446 (W.D. Wash. 2026)Matthew PerezPlaintiffs’ Opposition to Amazon.com, Inc.’s Motion for a Concurrent Expert Hearing, Frame-Wilson v. Amazon.com, Inc., No. 2:20-cv-00424-JHC, ECF No. 490 (W.D. Wash. 2026)Matthew PerezOrder, Frame-Wilson v. Amazon.com, Inc., No. 2:20-cv-00424-JHC, ECF No. 491 (W.D. Wash. 2026)Matthew PerezLaboratory Corp. of Am. Holdings v. Davis, 605 U.S. ___ (2025)Matthew PerezPresentation MaterialAntitrust Class Action Developments PowerPointRosa M. Morales, Matthew Perez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466125 466125 98 G3055 1:00:50 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466111?tCode=WTC5_RSS01 Antitrust Anticompetitive practices Monopolization Antitrust litigation Regulation, compliance, and enforcement (Antitrust) Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkCurrent Issues in Monopolization [01:05:12]This session will discuss Section 2 of the Sherman Act and identify recent developments regarding claims of monopolistic conduct. After completing this session, participants will have an up-to-date understanding of:                  Risk factors for a claim under Section 2The most noteworthy monopoly case law updates, including the FTC/Meta decisionThe evolving approaches to assessing monopoly power in a relevant marketThe struggle to articulate legal criteria for deciding when unilateral conduct is monopolisticThe role of digital platforms and two-sided markets in Section 2 casesThe remedies available for Section 2 violations, including in the DOJ/Google casesFuture paths for enforcement at the federal and state levelDaniel G. SwansonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Daniel G. Swanson and Cynthia E. Richman, Sherman Act Section 2: Monopolization, Attempted Monopolization, and Conspiracy to Monopolize (2026)Daniel G. SwansonPresentation MaterialCurrent Issues in Monopolization PowerPointDaniel G.. Swanson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466111 466111 25 G3055 1:05:12 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466112?tCode=WTC5_RSS01 Antitrust Anticompetitive practices Monopolization Antitrust litigation Regulation, compliance, and enforcement (Antitrust) Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkCurrent Issues in Monopolization [01:05:12]This session will discuss Section 2 of the Sherman Act and identify recent developments regarding claims of monopolistic conduct. After completing this session, participants will have an up-to-date understanding of:                  Risk factors for a claim under Section 2The most noteworthy monopoly case law updates, including the FTC/Meta decisionThe evolving approaches to assessing monopoly power in a relevant marketThe struggle to articulate legal criteria for deciding when unilateral conduct is monopolisticThe role of digital platforms and two-sided markets in Section 2 casesThe remedies available for Section 2 violations, including in the DOJ/Google casesFuture paths for enforcement at the federal and state levelDaniel G. SwansonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Daniel G. Swanson and Cynthia E. Richman, Sherman Act Section 2: Monopolization, Attempted Monopolization, and Conspiracy to Monopolize (2026)Daniel G. SwansonPresentation MaterialCurrent Issues in Monopolization PowerPointDaniel G.. Swanson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466112 466112 163 G3055 1:05:54 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466110?tCode=WTC5_RSS01 Antitrust Anticompetitive practices Monopolization Antitrust litigation Regulation, compliance, and enforcement (Antitrust) Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkCurrent Issues in Monopolization [01:05:12]This session will discuss Section 2 of the Sherman Act and identify recent developments regarding claims of monopolistic conduct. After completing this session, participants will have an up-to-date understanding of:                  Risk factors for a claim under Section 2The most noteworthy monopoly case law updates, including the FTC/Meta decisionThe evolving approaches to assessing monopoly power in a relevant marketThe struggle to articulate legal criteria for deciding when unilateral conduct is monopolisticThe role of digital platforms and two-sided markets in Section 2 casesThe remedies available for Section 2 violations, including in the DOJ/Google casesFuture paths for enforcement at the federal and state levelDaniel G. SwansonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Daniel G. Swanson and Cynthia E. Richman, Sherman Act Section 2: Monopolization, Attempted Monopolization, and Conspiracy to Monopolize (2026)Daniel G. SwansonPresentation MaterialCurrent Issues in Monopolization PowerPointDaniel G.. Swanson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466110 466110 98 G3055 1:05:54 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466133?tCode=WTC5_RSS01 Antitrust Horizontal agreements Antitrust litigation Regulation, compliance, and enforcement (Antitrust) Unfair competition Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkRelationships Among Competitors: Lawful Collaborations, Unreasonable Restraints and Cartels [01:02:09]This session will lay out the basics of Section 1 of the Sherman Act and review the latest developments in Section 1 enforcement and private litigation. After completing this session, participants will be able to:Understand the framework and analytical tools to determine lawfulness of agreements among competitorsDiscuss the key elements of a Sherman Act Section 1 claimEvaluate the consequences of violating Section 1Appreciate the latest trends in government and private enforcement of Section 1Jennifer B. PattersonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Jennifer B. Patterson, Saul P. Morgenstern, Brian E. Auricchio and Nicole R. Ng, Cartels and Other Horizontal Relationships (March 2, 2026)Jennifer B. PattersonPresentation MaterialRelationships Among Competitors: Lawful Collaborations, Unreasonable Restraints and Cartels PowerPointJennifer B. Patterson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466133 466133 163 G3055 1:02:09 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466131?tCode=WTC5_RSS01 Antitrust Horizontal agreements Antitrust litigation Regulation, compliance, and enforcement (Antitrust) Unfair competition Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkRelationships Among Competitors: Lawful Collaborations, Unreasonable Restraints and Cartels [01:02:09]This session will lay out the basics of Section 1 of the Sherman Act and review the latest developments in Section 1 enforcement and private litigation. After completing this session, participants will be able to:Understand the framework and analytical tools to determine lawfulness of agreements among competitorsDiscuss the key elements of a Sherman Act Section 1 claimEvaluate the consequences of violating Section 1Appreciate the latest trends in government and private enforcement of Section 1Jennifer B. PattersonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Jennifer B. Patterson, Saul P. Morgenstern, Brian E. Auricchio and Nicole R. Ng, Cartels and Other Horizontal Relationships (March 2, 2026)Jennifer B. PattersonPresentation MaterialRelationships Among Competitors: Lawful Collaborations, Unreasonable Restraints and Cartels PowerPointJennifer B. Patterson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466131 466131 98 G3055 1:02:09 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466132?tCode=WTC5_RSS01 Antitrust Horizontal agreements Antitrust litigation Regulation, compliance, and enforcement (Antitrust) Unfair competition Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkRelationships Among Competitors: Lawful Collaborations, Unreasonable Restraints and Cartels [01:02:09]This session will lay out the basics of Section 1 of the Sherman Act and review the latest developments in Section 1 enforcement and private litigation. After completing this session, participants will be able to:Understand the framework and analytical tools to determine lawfulness of agreements among competitorsDiscuss the key elements of a Sherman Act Section 1 claimEvaluate the consequences of violating Section 1Appreciate the latest trends in government and private enforcement of Section 1Jennifer B. PattersonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Jennifer B. Patterson, Saul P. Morgenstern, Brian E. Auricchio and Nicole R. Ng, Cartels and Other Horizontal Relationships (March 2, 2026)Jennifer B. PattersonPresentation MaterialRelationships Among Competitors: Lawful Collaborations, Unreasonable Restraints and Cartels PowerPointJennifer B. Patterson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466132 466132 25 G3055 1:01:27 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466129?tCode=WTC5_RSS01 Antitrust Regulation, compliance, and enforcement (Antitrust) Intellectual property Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkLegal Issues at the Intersection of Antitrust and Intellectual Property [00:59:49]This session provides a focused overview of how intellectual property rights and competition law interact in today’s rapidly evolving legal and technological landscape. After completing this session, participants will be able to: Identify antitrust theories on refusal to deal and the essential facilities doctrineSurvey recent case law on data access as a competition issueAnalyze Standard Essential Patent licensing and FRAND obligations under antitrust lawAssess antitrust exposure in AI acquihires and IP licensing structuresKristen O'ShaughnessyPresentation MaterialLegal Issues at the Intersection of Antitrust and Intellectual Property Handout 1Kristen O'ShaughnessyLegal Issues at the Intersection of Antitrust and Intellectual Property Handout 2Kristen O'ShaughnessyLegal Issues at the Intersection of Antitrust and Intellectual Property PowerPointKristen O'Shaughnessy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466129 466129 25 G3055 0:59:50 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466128?tCode=WTC5_RSS01 Antitrust Regulation, compliance, and enforcement (Antitrust) Intellectual property Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkLegal Issues at the Intersection of Antitrust and Intellectual Property [00:59:49]This session provides a focused overview of how intellectual property rights and competition law interact in today’s rapidly evolving legal and technological landscape. After completing this session, participants will be able to: Identify antitrust theories on refusal to deal and the essential facilities doctrineSurvey recent case law on data access as a competition issueAnalyze Standard Essential Patent licensing and FRAND obligations under antitrust lawAssess antitrust exposure in AI acquihires and IP licensing structuresKristen O'ShaughnessyPresentation MaterialLegal Issues at the Intersection of Antitrust and Intellectual Property Handout 1Kristen O'ShaughnessyLegal Issues at the Intersection of Antitrust and Intellectual Property Handout 2Kristen O'ShaughnessyLegal Issues at the Intersection of Antitrust and Intellectual Property PowerPointKristen O'Shaughnessy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466128 466128 98 G3055 1:00:31 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466130?tCode=WTC5_RSS01 Antitrust Regulation, compliance, and enforcement (Antitrust) Intellectual property Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkLegal Issues at the Intersection of Antitrust and Intellectual Property [00:59:49]This session provides a focused overview of how intellectual property rights and competition law interact in today’s rapidly evolving legal and technological landscape. After completing this session, participants will be able to: Identify antitrust theories on refusal to deal and the essential facilities doctrineSurvey recent case law on data access as a competition issueAnalyze Standard Essential Patent licensing and FRAND obligations under antitrust lawAssess antitrust exposure in AI acquihires and IP licensing structuresKristen O'ShaughnessyPresentation MaterialLegal Issues at the Intersection of Antitrust and Intellectual Property Handout 1Kristen O'ShaughnessyLegal Issues at the Intersection of Antitrust and Intellectual Property Handout 2Kristen O'ShaughnessyLegal Issues at the Intersection of Antitrust and Intellectual Property PowerPointKristen O'Shaughnessy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466130 466130 163 G3055 1:00:31 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466120?tCode=WTC5_RSS01 Antitrust Horizontal agreements Vertical restraints Practice skills (Antitrust) Regulation, compliance, and enforcement (Antitrust) Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkNew Frontiers in Vertical Restraints, “Exclusionary Contracts” and Resale Price Maintenance [01:01:44]This session will provide an overview of vertical restraints, exclusionary contracts, and RPM and discuss related updates. After completing this session, participants will be able to understand: How U.S. antitrust enforcers at the federal and state level scrutinize vertical restraints and how such policy has changed in the first year of Trump 2.0.How the DOJ’s wins in Google search (exclusive dealing) and Google AdTech (tying) impact potential scrutiny of exclusive dealing and tying in other contexts.How courts distinguish between vertical and horizontal agreements in pricing algorithm and other “hub-and-spoke” cases.The potential impact of upcoming decisions in LiveNation, Visa, and Amazon on how courts analyze tying. How the DOJ’s position on duties to supply rivals and customers who help rivals has been evolving over time as reflected in recent policy statements, amicus briefs, and the case against Apple.How allegations in FTC v. Amazon impact scrutiny of most favored nation clauses, and forms of resale price maintenance.How scrutiny of rebating practices may change after the FTC case against pharmacy benefit managers.What companies can do to manage antitrust risk when attempting to prevent channel conflict, cannibalization, and free riding in their distribution networks, including in e-commerce.Craig G. FallsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New Frontiers in Vertical Restraints, “Exclusionary Contracts” and Resale Price Maintenance (March 2026)Craig G. FallsPresentation MaterialNew Frontiers in Vertical Restraints, “Exclusionary Contracts” and Resale Price Maintenance PowerPointCraig G. Falls Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466120 466120 25 G3055 1:01:45 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466121?tCode=WTC5_RSS01 Antitrust Horizontal agreements Vertical restraints Practice skills (Antitrust) Regulation, compliance, and enforcement (Antitrust) Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkNew Frontiers in Vertical Restraints, “Exclusionary Contracts” and Resale Price Maintenance [01:01:44]This session will provide an overview of vertical restraints, exclusionary contracts, and RPM and discuss related updates. After completing this session, participants will be able to understand: How U.S. antitrust enforcers at the federal and state level scrutinize vertical restraints and how such policy has changed in the first year of Trump 2.0.How the DOJ’s wins in Google search (exclusive dealing) and Google AdTech (tying) impact potential scrutiny of exclusive dealing and tying in other contexts.How courts distinguish between vertical and horizontal agreements in pricing algorithm and other “hub-and-spoke” cases.The potential impact of upcoming decisions in LiveNation, Visa, and Amazon on how courts analyze tying. How the DOJ’s position on duties to supply rivals and customers who help rivals has been evolving over time as reflected in recent policy statements, amicus briefs, and the case against Apple.How allegations in FTC v. Amazon impact scrutiny of most favored nation clauses, and forms of resale price maintenance.How scrutiny of rebating practices may change after the FTC case against pharmacy benefit managers.What companies can do to manage antitrust risk when attempting to prevent channel conflict, cannibalization, and free riding in their distribution networks, including in e-commerce.Craig G. FallsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New Frontiers in Vertical Restraints, “Exclusionary Contracts” and Resale Price Maintenance (March 2026)Craig G. FallsPresentation MaterialNew Frontiers in Vertical Restraints, “Exclusionary Contracts” and Resale Price Maintenance PowerPointCraig G. Falls Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466121 466121 163 G3055 1:02:26 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466119?tCode=WTC5_RSS01 Antitrust Horizontal agreements Vertical restraints Practice skills (Antitrust) Regulation, compliance, and enforcement (Antitrust) Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkNew Frontiers in Vertical Restraints, “Exclusionary Contracts” and Resale Price Maintenance [01:01:44]This session will provide an overview of vertical restraints, exclusionary contracts, and RPM and discuss related updates. After completing this session, participants will be able to understand: How U.S. antitrust enforcers at the federal and state level scrutinize vertical restraints and how such policy has changed in the first year of Trump 2.0.How the DOJ’s wins in Google search (exclusive dealing) and Google AdTech (tying) impact potential scrutiny of exclusive dealing and tying in other contexts.How courts distinguish between vertical and horizontal agreements in pricing algorithm and other “hub-and-spoke” cases.The potential impact of upcoming decisions in LiveNation, Visa, and Amazon on how courts analyze tying. How the DOJ’s position on duties to supply rivals and customers who help rivals has been evolving over time as reflected in recent policy statements, amicus briefs, and the case against Apple.How allegations in FTC v. Amazon impact scrutiny of most favored nation clauses, and forms of resale price maintenance.How scrutiny of rebating practices may change after the FTC case against pharmacy benefit managers.What companies can do to manage antitrust risk when attempting to prevent channel conflict, cannibalization, and free riding in their distribution networks, including in e-commerce.Craig G. FallsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New Frontiers in Vertical Restraints, “Exclusionary Contracts” and Resale Price Maintenance (March 2026)Craig G. FallsPresentation MaterialNew Frontiers in Vertical Restraints, “Exclusionary Contracts” and Resale Price Maintenance PowerPointCraig G. Falls Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466119 466119 98 G3055 1:02:26 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466117?tCode=WTC5_RSS01 Antitrust Regulation, compliance, and enforcement (Antitrust) Ethics and professional responsibility Regulation, compliance, and enforcement (Securities and other financial products) Technology Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkNavigating Ethical Pitfalls: Essential Guidance for Antitrust Practitioners [01:00:47]This session will discuss best practices for antitrust practitioners grappling with scenarios implicating legal ethics and professional conduct. After completing this session, participants will be able to:Identify key ethical dilemmas faced by antitrust practitioners, including those encountered during in-house business counseling, antitrust compliance, audits, and internal investigationsUnderstand obligations when managing conflicts of interest and handling privileged communicationsEvaluate the ethical implications of using artificial intelligence and other emerging technologies in antitrust compliance, investigations, and litigationMorgan Feder, Amy McFarlanePresentation MaterialNavigating Ethical Pitfalls: Essential Guidance for Antitrust Practitioners HandoutMorgan FederNavigating Ethical Pitfalls: Essential Guidance for Antitrust Practitioners PowerPointMorgan Feder Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466117 466117 25 G3055 1:00:47 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466116?tCode=WTC5_RSS01 Antitrust Regulation, compliance, and enforcement (Antitrust) Ethics and professional responsibility Regulation, compliance, and enforcement (Securities and other financial products) Technology Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkNavigating Ethical Pitfalls: Essential Guidance for Antitrust Practitioners [01:00:47]This session will discuss best practices for antitrust practitioners grappling with scenarios implicating legal ethics and professional conduct. After completing this session, participants will be able to:Identify key ethical dilemmas faced by antitrust practitioners, including those encountered during in-house business counseling, antitrust compliance, audits, and internal investigationsUnderstand obligations when managing conflicts of interest and handling privileged communicationsEvaluate the ethical implications of using artificial intelligence and other emerging technologies in antitrust compliance, investigations, and litigationMorgan Feder, Amy McFarlanePresentation MaterialNavigating Ethical Pitfalls: Essential Guidance for Antitrust Practitioners HandoutMorgan FederNavigating Ethical Pitfalls: Essential Guidance for Antitrust Practitioners PowerPointMorgan Feder Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466116 466116 98 G3055 1:01:29 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466118?tCode=WTC5_RSS01 Antitrust Regulation, compliance, and enforcement (Antitrust) Ethics and professional responsibility Regulation, compliance, and enforcement (Securities and other financial products) Technology Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkNavigating Ethical Pitfalls: Essential Guidance for Antitrust Practitioners [01:00:47]This session will discuss best practices for antitrust practitioners grappling with scenarios implicating legal ethics and professional conduct. After completing this session, participants will be able to:Identify key ethical dilemmas faced by antitrust practitioners, including those encountered during in-house business counseling, antitrust compliance, audits, and internal investigationsUnderstand obligations when managing conflicts of interest and handling privileged communicationsEvaluate the ethical implications of using artificial intelligence and other emerging technologies in antitrust compliance, investigations, and litigationMorgan Feder, Amy McFarlanePresentation MaterialNavigating Ethical Pitfalls: Essential Guidance for Antitrust Practitioners HandoutMorgan FederNavigating Ethical Pitfalls: Essential Guidance for Antitrust Practitioners PowerPointMorgan Feder Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466118 466118 163 G3055 1:01:29 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466113?tCode=WTC5_RSS01 Antitrust Antitrust violations Regulation, compliance, and enforcement (Antitrust) Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkEnforcement Issues and Opportunities for Antitrust Practitioners [01:16:00]This moderated panel discussion will identify and summarize recent developments in state and federal antitrust enforcement. After completing this session, participants will be able to:Keep up to date on important enforcement issues for antitrust law practitionersPrepare appropriately for interactions with antitrust enforcersPanel Leader: Heather Nyong’oPanelists: John Briggs, Amy McFarlane, Erik HerronThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Justice, Antitrust Division and Federal Trade Commission, Merger Guidelines (December 18, 2023)Samantha F Hynes,Jennifer B. PattersonU.S. Department of Justice, Antitrust Division, 2024 Banking Addendum to 2023 Merger Guidelines (2024)Samantha F Hynes,Jennifer B. PattersonU.S. Department of Justice, Antitrust Division, Memo on Use of 2023 Merger Guidelines (February 18, 2025)Samantha F Hynes,Jennifer B. PattersonPresentation MaterialEnforcement Issues and Opportunities for Antitrust Practitioners Handout 1Erik HerronEnforcement Issues and Opportunities for Antitrust Practitioners PowerPointErik Herron Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466113 466113 98 G3055 1:16:00 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466115?tCode=WTC5_RSS01 Antitrust Antitrust violations Regulation, compliance, and enforcement (Antitrust) Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkEnforcement Issues and Opportunities for Antitrust Practitioners [01:16:00]This moderated panel discussion will identify and summarize recent developments in state and federal antitrust enforcement. After completing this session, participants will be able to:Keep up to date on important enforcement issues for antitrust law practitionersPrepare appropriately for interactions with antitrust enforcersPanel Leader: Heather Nyong’oPanelists: John Briggs, Amy McFarlane, Erik HerronThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Justice, Antitrust Division and Federal Trade Commission, Merger Guidelines (December 18, 2023)Samantha F Hynes,Jennifer B. PattersonU.S. Department of Justice, Antitrust Division, 2024 Banking Addendum to 2023 Merger Guidelines (2024)Samantha F Hynes,Jennifer B. PattersonU.S. Department of Justice, Antitrust Division, Memo on Use of 2023 Merger Guidelines (February 18, 2025)Samantha F Hynes,Jennifer B. PattersonPresentation MaterialEnforcement Issues and Opportunities for Antitrust Practitioners Handout 1Erik HerronEnforcement Issues and Opportunities for Antitrust Practitioners PowerPointErik Herron Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466115 466115 163 G3055 1:16:00 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466114?tCode=WTC5_RSS01 Antitrust Antitrust violations Regulation, compliance, and enforcement (Antitrust) Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkEnforcement Issues and Opportunities for Antitrust Practitioners [01:16:00]This moderated panel discussion will identify and summarize recent developments in state and federal antitrust enforcement. After completing this session, participants will be able to:Keep up to date on important enforcement issues for antitrust law practitionersPrepare appropriately for interactions with antitrust enforcersPanel Leader: Heather Nyong’oPanelists: John Briggs, Amy McFarlane, Erik HerronThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Justice, Antitrust Division and Federal Trade Commission, Merger Guidelines (December 18, 2023)Samantha F Hynes,Jennifer B. PattersonU.S. Department of Justice, Antitrust Division, 2024 Banking Addendum to 2023 Merger Guidelines (2024)Samantha F Hynes,Jennifer B. PattersonU.S. Department of Justice, Antitrust Division, Memo on Use of 2023 Merger Guidelines (February 18, 2025)Samantha F Hynes,Jennifer B. PattersonPresentation MaterialEnforcement Issues and Opportunities for Antitrust Practitioners Handout 1Erik HerronEnforcement Issues and Opportunities for Antitrust Practitioners PowerPointErik Herron Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466114 466114 25 G3055 1:15:19 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466122?tCode=WTC5_RSS01 Antitrust Merger review Merger guidelines Regulation, compliance, and enforcement (Antitrust) Mergers and acquisitions Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkAntitrust Considerations in Acquisitions and Mergers [00:59:08]This session will provide an overview of the latest developments in merger enforcement. After completing this session, participants will be able to: Better understand the legal and economic theories that the DOJ and FTC are using to evaluate transactions under the new Merger GuidelinesDiscuss the DOJ’s and FTC’s recent court challenges to transactionsAdvise clients on best practices for filing transactions using the new HSR FormUnderstand the increasingly active role of state antitrust enforcers in the merger review processSamantha F. HynesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sullivan & Cromwell LLP, Memo, Meta Prevails in FTC’s Antitrust Case Challenging Instagram and WhatsApp Acquisitions (December 3, 2025)Samantha F. HynesSullivan & Cromwell LLP, Flash Alert, Federal Court Strikes Down FTC’s Expanded M&A Reporting Requirements (February 17, 2026)Samantha F. HynesPresentation MaterialAntitrust Considerations in Acquisitions and Mergers PowerPointSamantha F. Hynes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466122 466122 98 G3055 0:59:08 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466123?tCode=WTC5_RSS01 Antitrust Merger review Merger guidelines Regulation, compliance, and enforcement (Antitrust) Mergers and acquisitions Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkAntitrust Considerations in Acquisitions and Mergers [00:59:08]This session will provide an overview of the latest developments in merger enforcement. After completing this session, participants will be able to: Better understand the legal and economic theories that the DOJ and FTC are using to evaluate transactions under the new Merger GuidelinesDiscuss the DOJ’s and FTC’s recent court challenges to transactionsAdvise clients on best practices for filing transactions using the new HSR FormUnderstand the increasingly active role of state antitrust enforcers in the merger review processSamantha F. HynesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sullivan & Cromwell LLP, Memo, Meta Prevails in FTC’s Antitrust Case Challenging Instagram and WhatsApp Acquisitions (December 3, 2025)Samantha F. HynesSullivan & Cromwell LLP, Flash Alert, Federal Court Strikes Down FTC’s Expanded M&A Reporting Requirements (February 17, 2026)Samantha F. HynesPresentation MaterialAntitrust Considerations in Acquisitions and Mergers PowerPointSamantha F. Hynes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466123 466123 25 G3055 0:58:27 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/466124?tCode=WTC5_RSS01 Antitrust Merger review Merger guidelines Regulation, compliance, and enforcement (Antitrust) Mergers and acquisitions Taken from the Web Program Recorded April 29 - 30, 2026 in New YorkAntitrust Considerations in Acquisitions and Mergers [00:59:08]This session will provide an overview of the latest developments in merger enforcement. After completing this session, participants will be able to: Better understand the legal and economic theories that the DOJ and FTC are using to evaluate transactions under the new Merger GuidelinesDiscuss the DOJ’s and FTC’s recent court challenges to transactionsAdvise clients on best practices for filing transactions using the new HSR FormUnderstand the increasingly active role of state antitrust enforcers in the merger review processSamantha F. HynesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sullivan & Cromwell LLP, Memo, Meta Prevails in FTC’s Antitrust Case Challenging Instagram and WhatsApp Acquisitions (December 3, 2025)Samantha F. HynesSullivan & Cromwell LLP, Flash Alert, Federal Court Strikes Down FTC’s Expanded M&A Reporting Requirements (February 17, 2026)Samantha F. HynesPresentation MaterialAntitrust Considerations in Acquisitions and Mergers PowerPointSamantha F. Hynes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466124 466124 163 G3055 0:59:08 https://www.pli.edu/programs/ai-adoption-in-real-estate-practice/459689?tCode=WTC5_RSS01 Legal innovation Real estate Real estate contracts Artificial intelligence This Studio Briefing explores how one practice group at a leading law firm successfully adopted AI tools to raise productivity and collaboration across their firm while also enhancing client relationships.  Sally N. Davis and Peter E. Scherer, of Ropes & Gray LLP’s real estate practice, share how their AI strategy included establishing close relationships with their vendors and integrating their legal tech teams at key points to streamline workflows, manage contracts, and optimize their AI model for broader firm use. Discussing practical tips and broader thinking on AI adoption in law, their review covers many considerations that law firms should note when deciding when and how to implement AI technology. PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459689 459689 32 G5710 0:59:27 https://www.pli.edu/catalog/publications/treatise/how-to-write-a-patent-application/151671?tCode=WTC5_RSS01 Intellectual property Patents Patent applications Practice skills (Intellectual property) Expert practical guidance for every step of drafting and submitting an application, with insights that address the problems of both new and seasoned practitioners. Includes more than 120 useful exhibits—sample forms, correspondence with clients, checklists, flow charts, and more. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 151671 151671 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/how-to-write-a-patent-application/305208?tCode=WTC5_RSS01 Intellectual property Patents Patent applications Practice skills (Intellectual property) Stocked with drafting checklists and sample drafting language, documents and drawings, the third edition of How to Write a Patent Application walks you step-by-step through the entire process of preparing patent applications. This hands-on resource helps you: Get from an inventor all the information needed to prepare an effective application Claim an invention with sufficient breadth Claim an invention so that the elements that render the invention nonobvious are clearly set forth in the claims Claim an invention whose validity will be sustained by the courts  Avoid damaging drafting mistakes such as faulty transitions, inconsistent terminology, incorrect verb forms, and deficient functional language Completely up-to-date, How to Write a Patent Application analyzes the latest USPTO initiatives, and key decisions of the federal courts, and provides the author’s practical suggestions and commentary. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 305208 305208 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/international-corporate-practice-a-practitioners-guide-to-global-success/10623?tCode=WTC5_RSS01 Corporate law Regulation, compliance, and enforcement (Corporate law) International law Regulation, compliance, and enforcement (International law) Expert practice guide for every corporate attorney operating in a global environment. Comprehensive coverage of legal, financial, and strategic issues - foreign legal consultants, crisis management, M&A, immigration, export controls, and beyond. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 10623 10623 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/international-corporate-practice-a-practitioners-guide-to-global-success/309492?tCode=WTC5_RSS01 Corporate law Regulation, compliance, and enforcement (Corporate law) International law Regulation, compliance, and enforcement (International law) International Corporate Practice provides guidance on building a comprehensive global legal department, including advice on structuring, staffing, and budgeting, as well as the use of foreign legal consultants and outsourcing. Written by some of the nation’s leading corporate attorneys, International Corporate Practice helps you to: Develop compliance programs that minimize clients’ legal exposure in foreign marketsCommercialize intellectual propertyEvaluate and effect successful mergers and acquisitions abroadStructure effective international project financing transactionsEnsure clients satisfy international guidelines crucial to their global viability, including financial reporting standards, transfer pricing rules, and environmental requirementsManage legal challenges facing clients overseas International Corporate Practice also includes helpful case studies, checklists, and sample documents. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 309492 309492 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/mutual-funds-and-exchange-traded-funds-regulation/32842?tCode=WTC5_RSS01 Financial services Mutual funds Regulation, compliance, and enforcement (Banking and finance) Exchange-traded funds Offers detailed coverage of the legal, regulatory, and procedural framework affecting mutual funds and exchange traded funds. This is an essential compliance tool for securities attorneys, mutual fund practitioners, compliance personnel, and risk officers in fund complexes. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 32842 32842 59 0:00:00 https://www.pli.edu/programs/ai-in-the-law--quarterly-briefing/465909?tCode=WTC5_RSS01 Technology in law practice Data use, management, and security (Technology in law practice) Technology Artificial intelligence Generative AI Taken from the Web Program Recorded April 28, 2026 in New YorkInnovator's Edge: Q2 2026 AI Update for the Legal Profession [01:02:50]Welcome & Scene Setting — 5 minutesDevelopments in Broader Tech Landscape — 7 minutesInsights re Legal-Specific Technology — 5 minutesRegulatory & Ethical Frameworks — 10 minutesLegal Education & Lawyer Formation — 8 minutesAccess to Justice — 8 minutesEvolving Business Models & Practical Tips for Managing Change — 12 minutesConclusions & Key Takeaways — 5 minutesJen Leonard, Bridget McCormackPresentation MaterialThe Innovator's Edge: AI and the Future of the Profession Quarterly Briefing April 2026Jennifer Leonard, Bridget M. McCormack Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465909 465909 98 G5538 1:02:50 https://www.pli.edu/programs/ai-in-the-law--quarterly-briefing/465907?tCode=WTC5_RSS01 Technology in law practice Data use, management, and security (Technology in law practice) Technology Artificial intelligence Generative AI Taken from the Web Program Recorded April 28, 2026 in New YorkInnovator's Edge: Q2 2026 AI Update for the Legal Profession [01:02:50]Welcome & Scene Setting — 5 minutesDevelopments in Broader Tech Landscape — 7 minutesInsights re Legal-Specific Technology — 5 minutesRegulatory & Ethical Frameworks — 10 minutesLegal Education & Lawyer Formation — 8 minutesAccess to Justice — 8 minutesEvolving Business Models & Practical Tips for Managing Change — 12 minutesConclusions & Key Takeaways — 5 minutesJen Leonard, Bridget McCormackPresentation MaterialThe Innovator's Edge: AI and the Future of the Profession Quarterly Briefing April 2026Jennifer Leonard, Bridget M. McCormack Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465907 465907 163 G5538 1:02:50 https://www.pli.edu/programs/ai-in-the-law--quarterly-briefing/465908?tCode=WTC5_RSS01 Technology in law practice Data use, management, and security (Technology in law practice) Technology Artificial intelligence Generative AI Taken from the Web Program Recorded April 28, 2026 in New YorkInnovator's Edge: Q2 2026 AI Update for the Legal Profession [01:02:50]Welcome & Scene Setting — 5 minutesDevelopments in Broader Tech Landscape — 7 minutesInsights re Legal-Specific Technology — 5 minutesRegulatory & Ethical Frameworks — 10 minutesLegal Education & Lawyer Formation — 8 minutesAccess to Justice — 8 minutesEvolving Business Models & Practical Tips for Managing Change — 12 minutesConclusions & Key Takeaways — 5 minutesJen Leonard, Bridget McCormackPresentation MaterialThe Innovator's Edge: AI and the Future of the Profession Quarterly Briefing April 2026Jennifer Leonard, Bridget M. McCormack Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465908 465908 25 G5538 1:02:08 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465893?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Health care Attorney substance use disorder Taken from the Web Program Recorded April 28, 2026 in San FranciscoSubstance Abuse and Competence Issues for Lawyers Advising Regulated Industries [01:01:19]This impactful segment explores substance abuse and lawyer competence in regulated industries. After completing this session, participants will be able to:Discuss how addiction impairs an attorney’s ability to practice law with competence—can your practice (and your life) survive substance abuse?Define and examine the difference between substance use and substance abuse, the legal policy shift behind unlawful to lawful use, and shifting opinions of reasonable consumption. How do these distinctions and changes impact attorney competence—is it objective or subjective?Understand substance use in a Harm Reduction Framework and how it related to the competent practice of law.Amanda Reiman, Katy YoungThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The State Bar of California, Lawyer Assistance Program (Pamphlet) (March 7, 2025)Shabnam MalekThe State Bar of California, Lawyer Assistance Program (Flyer) (March 7, 2025)Shabnam MalekThe State Bar of California, Rules of the State Bar 3.240–3.247 (Amended Effective January 1, 2025)Shabnam MalekMoral Philosophy and Social Work Policy, Journal of Social Work Values and Ethics, Vol. 6, No. 1 (2009)Amanda ReimanPresentation MaterialSubstance Abuse and Competence Issues for Lawyers Advising Regulated IndustriesAmanda Reiman, PhD MSW, Katy Young Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465893 465893 163 G3694 1:01:19 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465895?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Health care Attorney substance use disorder Taken from the Web Program Recorded April 28, 2026 in San FranciscoSubstance Abuse and Competence Issues for Lawyers Advising Regulated Industries [01:01:19]This impactful segment explores substance abuse and lawyer competence in regulated industries. After completing this session, participants will be able to:Discuss how addiction impairs an attorney’s ability to practice law with competence—can your practice (and your life) survive substance abuse?Define and examine the difference between substance use and substance abuse, the legal policy shift behind unlawful to lawful use, and shifting opinions of reasonable consumption. How do these distinctions and changes impact attorney competence—is it objective or subjective?Understand substance use in a Harm Reduction Framework and how it related to the competent practice of law.Amanda Reiman, Katy YoungThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The State Bar of California, Lawyer Assistance Program (Pamphlet) (March 7, 2025)Shabnam MalekThe State Bar of California, Lawyer Assistance Program (Flyer) (March 7, 2025)Shabnam MalekThe State Bar of California, Rules of the State Bar 3.240–3.247 (Amended Effective January 1, 2025)Shabnam MalekMoral Philosophy and Social Work Policy, Journal of Social Work Values and Ethics, Vol. 6, No. 1 (2009)Amanda ReimanPresentation MaterialSubstance Abuse and Competence Issues for Lawyers Advising Regulated IndustriesAmanda Reiman, PhD MSW, Katy Young Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465895 465895 25 G3694 1:00:37 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465894?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Health care Attorney substance use disorder Taken from the Web Program Recorded April 28, 2026 in San FranciscoSubstance Abuse and Competence Issues for Lawyers Advising Regulated Industries [01:01:19]This impactful segment explores substance abuse and lawyer competence in regulated industries. After completing this session, participants will be able to:Discuss how addiction impairs an attorney’s ability to practice law with competence—can your practice (and your life) survive substance abuse?Define and examine the difference between substance use and substance abuse, the legal policy shift behind unlawful to lawful use, and shifting opinions of reasonable consumption. How do these distinctions and changes impact attorney competence—is it objective or subjective?Understand substance use in a Harm Reduction Framework and how it related to the competent practice of law.Amanda Reiman, Katy YoungThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The State Bar of California, Lawyer Assistance Program (Pamphlet) (March 7, 2025)Shabnam MalekThe State Bar of California, Lawyer Assistance Program (Flyer) (March 7, 2025)Shabnam MalekThe State Bar of California, Rules of the State Bar 3.240–3.247 (Amended Effective January 1, 2025)Shabnam MalekMoral Philosophy and Social Work Policy, Journal of Social Work Values and Ethics, Vol. 6, No. 1 (2009)Amanda ReimanPresentation MaterialSubstance Abuse and Competence Issues for Lawyers Advising Regulated IndustriesAmanda Reiman, PhD MSW, Katy Young Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465894 465894 98 G3694 1:01:19 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465887?tCode=WTC5_RSS01 Communications and telecommunications Intellectual property Trademarks Regulation, compliance, and enforcement (Intellectual property) Trade secrets Taken from the Web Program Recorded April 28, 2026 in San FranciscoIntellectual Property (“IP”) Portfolios in the Cannabis Industry [01:02:50]This segment reviews intellectual property issues in the industry. After completing this session, participants will be able to:Understand the basics—a primer on trademarks, patents, trade secrets, and how to build portfolios.Review the latest IP disputes between cannabis companies and enforcement by outsiders.Discuss the newest trends in cannabis sector IP.Dale C. Hunt, Nicole KatsinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Case Law & Prosecution/Portfolio StrategyNicole A. KatsinCannabis-Related Patents: Trade SecretsDale C. Ph.D.,Dale C. Hunt Ph.D.Congressional Research Service, Insight, Change to Federal Definition of Hemp and Implications for Federal Enforcement (December 3, 2025)Dale C. Ph.D.,Dale C. Hunt Ph.D.,Nicole A. KatsinU.S. Food and Drug Administration, Constituent Update, FDA Responds to Three GRAS Notices for Hemp Seed-Derived Ingredients for Use in Human Food (December 20, 2018)Dale C. Ph.D.,Dale C. Hunt Ph.D.,Nicole A. KatsinPresentation MaterialIntellectual Property (“IP”) Portfolios in the Cannabis IndustryDale C. Hunt, Nicole Katsin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465887 465887 163 G3694 1:02:50 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465889?tCode=WTC5_RSS01 Communications and telecommunications Intellectual property Trademarks Regulation, compliance, and enforcement (Intellectual property) Trade secrets Taken from the Web Program Recorded April 28, 2026 in San FranciscoIntellectual Property (“IP”) Portfolios in the Cannabis Industry [01:02:50]This segment reviews intellectual property issues in the industry. After completing this session, participants will be able to:Understand the basics—a primer on trademarks, patents, trade secrets, and how to build portfolios.Review the latest IP disputes between cannabis companies and enforcement by outsiders.Discuss the newest trends in cannabis sector IP.Dale C. Hunt, Nicole KatsinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Case Law & Prosecution/Portfolio StrategyNicole A. KatsinCannabis-Related Patents: Trade SecretsDale C. Ph.D.,Dale C. Hunt Ph.D.Congressional Research Service, Insight, Change to Federal Definition of Hemp and Implications for Federal Enforcement (December 3, 2025)Dale C. Ph.D.,Dale C. Hunt Ph.D.,Nicole A. KatsinU.S. Food and Drug Administration, Constituent Update, FDA Responds to Three GRAS Notices for Hemp Seed-Derived Ingredients for Use in Human Food (December 20, 2018)Dale C. Ph.D.,Dale C. Hunt Ph.D.,Nicole A. KatsinPresentation MaterialIntellectual Property (“IP”) Portfolios in the Cannabis IndustryDale C. Hunt, Nicole Katsin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465889 465889 25 G3694 1:02:08 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465888?tCode=WTC5_RSS01 Communications and telecommunications Intellectual property Trademarks Regulation, compliance, and enforcement (Intellectual property) Trade secrets Taken from the Web Program Recorded April 28, 2026 in San FranciscoIntellectual Property (“IP”) Portfolios in the Cannabis Industry [01:02:50]This segment reviews intellectual property issues in the industry. After completing this session, participants will be able to:Understand the basics—a primer on trademarks, patents, trade secrets, and how to build portfolios.Review the latest IP disputes between cannabis companies and enforcement by outsiders.Discuss the newest trends in cannabis sector IP.Dale C. Hunt, Nicole KatsinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Case Law & Prosecution/Portfolio StrategyNicole A. KatsinCannabis-Related Patents: Trade SecretsDale C. Ph.D.,Dale C. Hunt Ph.D.Congressional Research Service, Insight, Change to Federal Definition of Hemp and Implications for Federal Enforcement (December 3, 2025)Dale C. Ph.D.,Dale C. Hunt Ph.D.,Nicole A. KatsinU.S. Food and Drug Administration, Constituent Update, FDA Responds to Three GRAS Notices for Hemp Seed-Derived Ingredients for Use in Human Food (December 20, 2018)Dale C. Ph.D.,Dale C. Hunt Ph.D.,Nicole A. KatsinPresentation MaterialIntellectual Property (“IP”) Portfolios in the Cannabis IndustryDale C. Hunt, Nicole Katsin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465888 465888 98 G3694 1:02:50 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465898?tCode=WTC5_RSS01 Health care Health care litigation Securities litigation Shareholder litigation Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 28, 2026 in San FranciscoState of the Market from In-House: M&A, Litigation, Regulatory Environment [00:57:50]This segment explores what in-house counsel are seeing in the market, including investment climate, dispute trends, contract issues, growth strategies, and some of the new players entering the industry. After completing this session, participants will be able to:Discuss the current state of M&A and investment activity in the cannabis industry. Is it heating up or cooling down? What are the driving forces?Learn the impact of litigation (including shareholder litigation) on growth and multi-state operations.Understand what players are joining the fray, who is doing brand licensing and distribution deals, and where are retail operations are heading.Marc D. Hauser, Judith M. SchvimmerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cannabis Musings (November 21, 2025)Marc D. HauserCannabis Musings (January 14, 2026)Marc D. HauserCannabis Musings (February 13, 2026)Marc D. HauserElizabeth Atchley, Case Summary: Medical Marijuana, Inc., et al. v. Horn, No. 23-365 (U.S. April 2, 2025), Clem. L. Rev. (Madeline Leonard & Maclain Conlin eds., 2025).Marc D. Hauser,Judith M. SchvimmerRobert A. Mikos, Marijuana and the Tyrannies of Scheduling, 93 Fordham L. Rev. 473 (2024)Marc D. Hauser,Judith M. SchvimmerPresentation MaterialState of the Market from In-House: M&A, Litigation, Regulatory EnvironmentMarc D. Hauser, Judith Schvimmer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465898 465898 25 G3694 0:57:50 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465896?tCode=WTC5_RSS01 Health care Health care litigation Securities litigation Shareholder litigation Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 28, 2026 in San FranciscoState of the Market from In-House: M&A, Litigation, Regulatory Environment [00:57:50]This segment explores what in-house counsel are seeing in the market, including investment climate, dispute trends, contract issues, growth strategies, and some of the new players entering the industry. After completing this session, participants will be able to:Discuss the current state of M&A and investment activity in the cannabis industry. Is it heating up or cooling down? What are the driving forces?Learn the impact of litigation (including shareholder litigation) on growth and multi-state operations.Understand what players are joining the fray, who is doing brand licensing and distribution deals, and where are retail operations are heading.Marc D. Hauser, Judith M. SchvimmerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cannabis Musings (November 21, 2025)Marc D. HauserCannabis Musings (January 14, 2026)Marc D. HauserCannabis Musings (February 13, 2026)Marc D. HauserElizabeth Atchley, Case Summary: Medical Marijuana, Inc., et al. v. Horn, No. 23-365 (U.S. April 2, 2025), Clem. L. Rev. (Madeline Leonard & Maclain Conlin eds., 2025).Marc D. Hauser,Judith M. SchvimmerRobert A. Mikos, Marijuana and the Tyrannies of Scheduling, 93 Fordham L. Rev. 473 (2024)Marc D. Hauser,Judith M. SchvimmerPresentation MaterialState of the Market from In-House: M&A, Litigation, Regulatory EnvironmentMarc D. Hauser, Judith Schvimmer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465896 465896 163 G3694 0:58:32 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465897?tCode=WTC5_RSS01 Health care Health care litigation Securities litigation Shareholder litigation Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 28, 2026 in San FranciscoState of the Market from In-House: M&A, Litigation, Regulatory Environment [00:57:50]This segment explores what in-house counsel are seeing in the market, including investment climate, dispute trends, contract issues, growth strategies, and some of the new players entering the industry. After completing this session, participants will be able to:Discuss the current state of M&A and investment activity in the cannabis industry. Is it heating up or cooling down? What are the driving forces?Learn the impact of litigation (including shareholder litigation) on growth and multi-state operations.Understand what players are joining the fray, who is doing brand licensing and distribution deals, and where are retail operations are heading.Marc D. Hauser, Judith M. SchvimmerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cannabis Musings (November 21, 2025)Marc D. HauserCannabis Musings (January 14, 2026)Marc D. HauserCannabis Musings (February 13, 2026)Marc D. HauserElizabeth Atchley, Case Summary: Medical Marijuana, Inc., et al. v. Horn, No. 23-365 (U.S. April 2, 2025), Clem. L. Rev. (Madeline Leonard & Maclain Conlin eds., 2025).Marc D. Hauser,Judith M. SchvimmerRobert A. Mikos, Marijuana and the Tyrannies of Scheduling, 93 Fordham L. Rev. 473 (2024)Marc D. Hauser,Judith M. SchvimmerPresentation MaterialState of the Market from In-House: M&A, Litigation, Regulatory EnvironmentMarc D. Hauser, Judith Schvimmer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465897 465897 98 G3694 0:58:32 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465884?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Ethics and professional responsibility Health care Taken from the Web Program Recorded April 28, 2026 in San FranciscoEthics of Advising on Emerging Areas [01:01:08]This segment examines the ethics behind advising on emerging areas in the industry. After completing this session, participants will be able to:Examine the scope of representation and allocation of authority between attorney and client (Model Rule 1.2) and understand how lawyers should advise clients on business models that push the boundaries of existing regulatory frameworks.Further analyzing Model Rule 1.2—what are your legal obligations to your client when existing law doesn’t contemplate certain activity?Review how you should ethically advise on areas where state or federal regulators are doing active enforcement, in areas where the law is unclear, or where no enforcement of laws remains on the books by state or federal regulators.Jessica C. McElfresh, Rebecca SalwinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Justice, Memorandum from James M. Cole, Deputy Attorney General, to All United States Attorneys on Guidance Regarding Marijuana Enforcement (August 29, 2013)Tyler KlimasMemorandum from Jefferson B. Sessions, III, Attorney General, to All United States Attorneys on Marijuana Enforcement (January 4, 2018)Tyler KlimasU.S. Department of Justice, Letter from Terrence L. Boos, Chief Drug & Chemical Evaluation Section Diversion Control Division, to Mr. Shane Pennington (May 13, 2024)Tyler KlimasThe State Bar of California, Standing Committee on Professional Responsibility and Conduct, Formal Opinion No. 2020-202 (2020)Rebecca SalwinMassachusetts Board of Bar Overseers and Office of the Bar Counsel, Press Release, BBO/OBC Policy on Legal Advice on Marijuana (March 29, 2017)Rebecca SalwinThe New York State Bar Association, Attorney Professionalism Forum: Recreational Marijuana (October 13, 2021)Rebecca SalwinSummary Chart of All 50 States, Re: Ethics Authority (March 2026)Rebecca SalwinThe Florida Bar, Board Adopts Medical Marijuana Advice Policy (June 15, 2014)Rebecca SalwinThe New York State Bar Association, Committee on Professional Ethics, Opinion 1225 (July 8, 2021)Rebecca SalwinPresentation MaterialEthics of Advising on Emerging AreasJessica C. McElfresh, Rebecca Salwin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465884 465884 163 G3694 1:01:08 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465885?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Ethics and professional responsibility Health care Taken from the Web Program Recorded April 28, 2026 in San FranciscoEthics of Advising on Emerging Areas [01:01:08]This segment examines the ethics behind advising on emerging areas in the industry. After completing this session, participants will be able to:Examine the scope of representation and allocation of authority between attorney and client (Model Rule 1.2) and understand how lawyers should advise clients on business models that push the boundaries of existing regulatory frameworks.Further analyzing Model Rule 1.2—what are your legal obligations to your client when existing law doesn’t contemplate certain activity?Review how you should ethically advise on areas where state or federal regulators are doing active enforcement, in areas where the law is unclear, or where no enforcement of laws remains on the books by state or federal regulators.Jessica C. McElfresh, Rebecca SalwinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Justice, Memorandum from James M. Cole, Deputy Attorney General, to All United States Attorneys on Guidance Regarding Marijuana Enforcement (August 29, 2013)Tyler KlimasMemorandum from Jefferson B. Sessions, III, Attorney General, to All United States Attorneys on Marijuana Enforcement (January 4, 2018)Tyler KlimasU.S. Department of Justice, Letter from Terrence L. Boos, Chief Drug & Chemical Evaluation Section Diversion Control Division, to Mr. Shane Pennington (May 13, 2024)Tyler KlimasThe State Bar of California, Standing Committee on Professional Responsibility and Conduct, Formal Opinion No. 2020-202 (2020)Rebecca SalwinMassachusetts Board of Bar Overseers and Office of the Bar Counsel, Press Release, BBO/OBC Policy on Legal Advice on Marijuana (March 29, 2017)Rebecca SalwinThe New York State Bar Association, Attorney Professionalism Forum: Recreational Marijuana (October 13, 2021)Rebecca SalwinSummary Chart of All 50 States, Re: Ethics Authority (March 2026)Rebecca SalwinThe Florida Bar, Board Adopts Medical Marijuana Advice Policy (June 15, 2014)Rebecca SalwinThe New York State Bar Association, Committee on Professional Ethics, Opinion 1225 (July 8, 2021)Rebecca SalwinPresentation MaterialEthics of Advising on Emerging AreasJessica C. McElfresh, Rebecca Salwin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465885 465885 98 G3694 1:01:08 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465886?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Ethics and professional responsibility Health care Taken from the Web Program Recorded April 28, 2026 in San FranciscoEthics of Advising on Emerging Areas [01:01:08]This segment examines the ethics behind advising on emerging areas in the industry. After completing this session, participants will be able to:Examine the scope of representation and allocation of authority between attorney and client (Model Rule 1.2) and understand how lawyers should advise clients on business models that push the boundaries of existing regulatory frameworks.Further analyzing Model Rule 1.2—what are your legal obligations to your client when existing law doesn’t contemplate certain activity?Review how you should ethically advise on areas where state or federal regulators are doing active enforcement, in areas where the law is unclear, or where no enforcement of laws remains on the books by state or federal regulators.Jessica C. McElfresh, Rebecca SalwinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Justice, Memorandum from James M. Cole, Deputy Attorney General, to All United States Attorneys on Guidance Regarding Marijuana Enforcement (August 29, 2013)Tyler KlimasMemorandum from Jefferson B. Sessions, III, Attorney General, to All United States Attorneys on Marijuana Enforcement (January 4, 2018)Tyler KlimasU.S. Department of Justice, Letter from Terrence L. Boos, Chief Drug & Chemical Evaluation Section Diversion Control Division, to Mr. Shane Pennington (May 13, 2024)Tyler KlimasThe State Bar of California, Standing Committee on Professional Responsibility and Conduct, Formal Opinion No. 2020-202 (2020)Rebecca SalwinMassachusetts Board of Bar Overseers and Office of the Bar Counsel, Press Release, BBO/OBC Policy on Legal Advice on Marijuana (March 29, 2017)Rebecca SalwinThe New York State Bar Association, Attorney Professionalism Forum: Recreational Marijuana (October 13, 2021)Rebecca SalwinSummary Chart of All 50 States, Re: Ethics Authority (March 2026)Rebecca SalwinThe Florida Bar, Board Adopts Medical Marijuana Advice Policy (June 15, 2014)Rebecca SalwinThe New York State Bar Association, Committee on Professional Ethics, Opinion 1225 (July 8, 2021)Rebecca SalwinPresentation MaterialEthics of Advising on Emerging AreasJessica C. McElfresh, Rebecca Salwin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465886 465886 25 G3694 1:00:26 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465892?tCode=WTC5_RSS01 Practice skills (Health care) Health care litigation Practice skills (Litigation) Practice skills (Securities and other financial products) Taken from the Web Program Recorded April 28, 2026 in San FranciscoPractical Skills for Real World Contract Drafting: Navigating Evolving Landscapes [01:01:35]This segment explores contract drafting as the industry evolves, and disputes continue to arise. After completing this session, participants will be able to:Understand best practices in contract drafting after years of regulated commercial activity, considering practicalities of business relationships, due diligence, management arrangements, and disputes. Use both tried-and-true and cutting-edge approaches to drafting that reflects the true meeting of the minds and creates an agreement the parties actually use as the relationship continues.Analyze comprehensive due diligence processes and how to evaluate potential partners.Craft financial terms in light of real-world banking, accounts receivable and payable, and other constraints facing industry participants. Analyze indemnification provisions expertly given the particulars of the relationship, scenario, and the lawyer’s detailed risk analysis. Understand compliance with law and related provisions given state and federal law mismatch. Understand the benefits and pitfalls of the various dispute resolution and how to craft your own thoughtful dispute resolution provisions, including good faith negotiation, peace pacts, mediation (different styles), arbitration, and litigation. Recent developments in the use of AI to assist in drafting and/or responding to agreements generated by AI, and some best practices.Lara L. DeCaro, Nicole HowellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Initial Due Diligence Request ListNicole HowellRohrabacher–Farr Amendment, H.R. 6938-53, 119th Congress (2026)Nicole Howell,Lara L. DeCaroOpinion and Order, CCH Acquisitions, LLC, et al. v. J&J&D Holding, LLC, et al., No. 2:23-cv-2983 (S.D. Ohio 2025)Nicole Howell,Lara L. DeCaroBrief of Members of Congress Rohrabacher (R-CA) and Farr (D-CA) as Amici in Support of Charles C. Lynch’s Motion for Rehearing En Banc, United States v. Lynch, No. 10-50219 (9th Cir. 2018)Nicole Howell,Lara L. DeCaroFuentes v. Empire Nissan, Inc., No. S280256 (Cal. 2026)Nicole Howell,Lara L. DeCaroOrder Denying Plaintiff’s Motion for Sanctions Based on Non-Compliance with a Court Order (ECF No. 68), Granting in Part, Denying in Part, and Deeming Withdrawn in Part Defendant’s Motion to Compel (ECF No. 80), and Striking the Non-Joint Statement (ECF No. 89), Warner v. Gilbarco, Inc., et al., No. 2:24-cv-12333 (E.D. Mich. 2026)Nicole Howell,Lara L. DeCaroMemorandum, United States v. Heppner, No. 1:25-cr-00503-JSR (S.D.N.Y. 2026)Nicole Howell,Lara L. DeCaroOpinion, Western Filter Corp. v. Argan, Inc., et al., No. 07-55535 (9th Cir. 2008)Nicole Howell,Lara L. DeCaroCongressional Research Service, The Evolution of Marijuana as a Controlled Substance and the Federal-State Policy Gap (April 7, 2022)Nicole Howell,Lara L. DeCaroBrief of the Cato Institute as Amicus Curiae in Support of Petitioners, Cocroft v. Graham, No. 24-1024 (2025)Nicole Howell,Lara L. DeCaroPresentation MaterialPractical Skills for Real World Contract Drafting: Navigating Evolving LandscapesLara L. DeCaro, Nicole Howell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465892 465892 25 G3694 1:01:35 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465890?tCode=WTC5_RSS01 Practice skills (Health care) Health care litigation Practice skills (Litigation) Practice skills (Securities and other financial products) Taken from the Web Program Recorded April 28, 2026 in San FranciscoPractical Skills for Real World Contract Drafting: Navigating Evolving Landscapes [01:01:35]This segment explores contract drafting as the industry evolves, and disputes continue to arise. After completing this session, participants will be able to:Understand best practices in contract drafting after years of regulated commercial activity, considering practicalities of business relationships, due diligence, management arrangements, and disputes. Use both tried-and-true and cutting-edge approaches to drafting that reflects the true meeting of the minds and creates an agreement the parties actually use as the relationship continues.Analyze comprehensive due diligence processes and how to evaluate potential partners.Craft financial terms in light of real-world banking, accounts receivable and payable, and other constraints facing industry participants. Analyze indemnification provisions expertly given the particulars of the relationship, scenario, and the lawyer’s detailed risk analysis. Understand compliance with law and related provisions given state and federal law mismatch. Understand the benefits and pitfalls of the various dispute resolution and how to craft your own thoughtful dispute resolution provisions, including good faith negotiation, peace pacts, mediation (different styles), arbitration, and litigation. Recent developments in the use of AI to assist in drafting and/or responding to agreements generated by AI, and some best practices.Lara L. DeCaro, Nicole HowellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Initial Due Diligence Request ListNicole HowellRohrabacher–Farr Amendment, H.R. 6938-53, 119th Congress (2026)Nicole Howell,Lara L. DeCaroOpinion and Order, CCH Acquisitions, LLC, et al. v. J&J&D Holding, LLC, et al., No. 2:23-cv-2983 (S.D. Ohio 2025)Nicole Howell,Lara L. DeCaroBrief of Members of Congress Rohrabacher (R-CA) and Farr (D-CA) as Amici in Support of Charles C. Lynch’s Motion for Rehearing En Banc, United States v. Lynch, No. 10-50219 (9th Cir. 2018)Nicole Howell,Lara L. DeCaroFuentes v. Empire Nissan, Inc., No. S280256 (Cal. 2026)Nicole Howell,Lara L. DeCaroOrder Denying Plaintiff’s Motion for Sanctions Based on Non-Compliance with a Court Order (ECF No. 68), Granting in Part, Denying in Part, and Deeming Withdrawn in Part Defendant’s Motion to Compel (ECF No. 80), and Striking the Non-Joint Statement (ECF No. 89), Warner v. Gilbarco, Inc., et al., No. 2:24-cv-12333 (E.D. Mich. 2026)Nicole Howell,Lara L. DeCaroMemorandum, United States v. Heppner, No. 1:25-cr-00503-JSR (S.D.N.Y. 2026)Nicole Howell,Lara L. DeCaroOpinion, Western Filter Corp. v. Argan, Inc., et al., No. 07-55535 (9th Cir. 2008)Nicole Howell,Lara L. DeCaroCongressional Research Service, The Evolution of Marijuana as a Controlled Substance and the Federal-State Policy Gap (April 7, 2022)Nicole Howell,Lara L. DeCaroBrief of the Cato Institute as Amicus Curiae in Support of Petitioners, Cocroft v. Graham, No. 24-1024 (2025)Nicole Howell,Lara L. DeCaroPresentation MaterialPractical Skills for Real World Contract Drafting: Navigating Evolving LandscapesLara L. DeCaro, Nicole Howell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465890 465890 163 G3694 1:02:17 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465891?tCode=WTC5_RSS01 Practice skills (Health care) Health care litigation Practice skills (Litigation) Practice skills (Securities and other financial products) Taken from the Web Program Recorded April 28, 2026 in San FranciscoPractical Skills for Real World Contract Drafting: Navigating Evolving Landscapes [01:01:35]This segment explores contract drafting as the industry evolves, and disputes continue to arise. After completing this session, participants will be able to:Understand best practices in contract drafting after years of regulated commercial activity, considering practicalities of business relationships, due diligence, management arrangements, and disputes. Use both tried-and-true and cutting-edge approaches to drafting that reflects the true meeting of the minds and creates an agreement the parties actually use as the relationship continues.Analyze comprehensive due diligence processes and how to evaluate potential partners.Craft financial terms in light of real-world banking, accounts receivable and payable, and other constraints facing industry participants. Analyze indemnification provisions expertly given the particulars of the relationship, scenario, and the lawyer’s detailed risk analysis. Understand compliance with law and related provisions given state and federal law mismatch. Understand the benefits and pitfalls of the various dispute resolution and how to craft your own thoughtful dispute resolution provisions, including good faith negotiation, peace pacts, mediation (different styles), arbitration, and litigation. Recent developments in the use of AI to assist in drafting and/or responding to agreements generated by AI, and some best practices.Lara L. DeCaro, Nicole HowellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Initial Due Diligence Request ListNicole HowellRohrabacher–Farr Amendment, H.R. 6938-53, 119th Congress (2026)Nicole Howell,Lara L. DeCaroOpinion and Order, CCH Acquisitions, LLC, et al. v. J&J&D Holding, LLC, et al., No. 2:23-cv-2983 (S.D. Ohio 2025)Nicole Howell,Lara L. DeCaroBrief of Members of Congress Rohrabacher (R-CA) and Farr (D-CA) as Amici in Support of Charles C. Lynch’s Motion for Rehearing En Banc, United States v. Lynch, No. 10-50219 (9th Cir. 2018)Nicole Howell,Lara L. DeCaroFuentes v. Empire Nissan, Inc., No. S280256 (Cal. 2026)Nicole Howell,Lara L. DeCaroOrder Denying Plaintiff’s Motion for Sanctions Based on Non-Compliance with a Court Order (ECF No. 68), Granting in Part, Denying in Part, and Deeming Withdrawn in Part Defendant’s Motion to Compel (ECF No. 80), and Striking the Non-Joint Statement (ECF No. 89), Warner v. Gilbarco, Inc., et al., No. 2:24-cv-12333 (E.D. Mich. 2026)Nicole Howell,Lara L. DeCaroMemorandum, United States v. Heppner, No. 1:25-cr-00503-JSR (S.D.N.Y. 2026)Nicole Howell,Lara L. DeCaroOpinion, Western Filter Corp. v. Argan, Inc., et al., No. 07-55535 (9th Cir. 2008)Nicole Howell,Lara L. DeCaroCongressional Research Service, The Evolution of Marijuana as a Controlled Substance and the Federal-State Policy Gap (April 7, 2022)Nicole Howell,Lara L. DeCaroBrief of the Cato Institute as Amicus Curiae in Support of Petitioners, Cocroft v. Graham, No. 24-1024 (2025)Nicole Howell,Lara L. DeCaroPresentation MaterialPractical Skills for Real World Contract Drafting: Navigating Evolving LandscapesLara L. DeCaro, Nicole Howell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465891 465891 98 G3694 1:02:17 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465900?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Health care Taken from the Web Program Recorded April 28, 2026 in San FranciscoFederal Framework Possibilities: Government Approaches to the Cannabis Industry [01:02:55]This segment explores the state of federal law, including a look at rescheduling and the Farm Bill and reviewing existing and possible future regulatory frameworks and their effect on state laws. After completing this session, participants will be able to:Consider the effect of possible federal frameworks on state regulatory law.Compare the federal legal treatment of hemp and regulated cannabis and learn how the federal government approaches the cannabinoid market, and whether they can be united.Explore the regulatory options by reviewing the FDA and TTB regulatory frameworks.Understand the impact of litigation on federal policy.Pamela Epstein, Jason M. HorstThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Presidential Actions, Executive Order No. 14,370, Increasing Medical Marijuana and Cannabidiol Research (December 18, 2025)Pamela N. EpsteinHemp Enforcement, Modernization, and Protection Act, H.R. 7212, 119th Congress (2d Sess. 2026)Pamela N. EpsteinCannabinoid Safety and Regulation Act, S. 3474, 119th Congress (1st Sess. 2025)Pamela N. EpsteinHemp Planting Predictability Act, H.R. 7024, 199th Congress (2d Sess. 2026)Pamela N. EpsteinSteven M. Schain, New Hemp Definition/Legality “Cheat Sheet” (November 17, 2025)Pamela N. EpsteinPresentation MaterialUnderstanding the Ethics of NegotiationPamela Epstein, Jason M. Horst Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465900 465900 98 G3694 1:02:55 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465901?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Health care Taken from the Web Program Recorded April 28, 2026 in San FranciscoFederal Framework Possibilities: Government Approaches to the Cannabis Industry [01:02:55]This segment explores the state of federal law, including a look at rescheduling and the Farm Bill and reviewing existing and possible future regulatory frameworks and their effect on state laws. After completing this session, participants will be able to:Consider the effect of possible federal frameworks on state regulatory law.Compare the federal legal treatment of hemp and regulated cannabis and learn how the federal government approaches the cannabinoid market, and whether they can be united.Explore the regulatory options by reviewing the FDA and TTB regulatory frameworks.Understand the impact of litigation on federal policy.Pamela Epstein, Jason M. HorstThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Presidential Actions, Executive Order No. 14,370, Increasing Medical Marijuana and Cannabidiol Research (December 18, 2025)Pamela N. EpsteinHemp Enforcement, Modernization, and Protection Act, H.R. 7212, 119th Congress (2d Sess. 2026)Pamela N. EpsteinCannabinoid Safety and Regulation Act, S. 3474, 119th Congress (1st Sess. 2025)Pamela N. EpsteinHemp Planting Predictability Act, H.R. 7024, 199th Congress (2d Sess. 2026)Pamela N. EpsteinSteven M. Schain, New Hemp Definition/Legality “Cheat Sheet” (November 17, 2025)Pamela N. EpsteinPresentation MaterialUnderstanding the Ethics of NegotiationPamela Epstein, Jason M. Horst Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465901 465901 25 G3694 1:02:13 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465899?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Health care Taken from the Web Program Recorded April 28, 2026 in San FranciscoFederal Framework Possibilities: Government Approaches to the Cannabis Industry [01:02:55]This segment explores the state of federal law, including a look at rescheduling and the Farm Bill and reviewing existing and possible future regulatory frameworks and their effect on state laws. After completing this session, participants will be able to:Consider the effect of possible federal frameworks on state regulatory law.Compare the federal legal treatment of hemp and regulated cannabis and learn how the federal government approaches the cannabinoid market, and whether they can be united.Explore the regulatory options by reviewing the FDA and TTB regulatory frameworks.Understand the impact of litigation on federal policy.Pamela Epstein, Jason M. HorstThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Presidential Actions, Executive Order No. 14,370, Increasing Medical Marijuana and Cannabidiol Research (December 18, 2025)Pamela N. EpsteinHemp Enforcement, Modernization, and Protection Act, H.R. 7212, 119th Congress (2d Sess. 2026)Pamela N. EpsteinCannabinoid Safety and Regulation Act, S. 3474, 119th Congress (1st Sess. 2025)Pamela N. EpsteinHemp Planting Predictability Act, H.R. 7024, 199th Congress (2d Sess. 2026)Pamela N. EpsteinSteven M. Schain, New Hemp Definition/Legality “Cheat Sheet” (November 17, 2025)Pamela N. EpsteinPresentation MaterialUnderstanding the Ethics of NegotiationPamela Epstein, Jason M. Horst Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465899 465899 163 G3694 1:02:55 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465903?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Health care Taken from the Web Program Recorded April 28, 2026 in San FranciscoThe Current Legal Cannabis Landscape: An Overview [01:03:55]This introductory segment reviews the current state of regulations across the United States. After completing this session, participants will be able to:Compare key states with regulated cannabis markets and hemp cannabinoid markets.Understand the state legalization process, licensing structure, and regulatory regimes.Analyze the impact of litigation in the state hemp cannabinoid space.Eric P. Berlin, Jerrico PerezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Dentons, Cannabis Client Alert—Week of January 26, 2026 (January 27, 2026)Eric P. BerlinDentons, President Trump’s Executive Order on Marijuana Rescheduling Also Directs HHS to Develop Models to Improve Access to Hemp-Derived Cannabinoid Products (December 19, 2025)Eric P. BerlinDentons, Breaking: EO Directs Cannabis to Be Rescheduled to Schedule III (December 18, 2025)Eric P. BerlinShawn Hauser, Juliana Todeschi, Charles Alovisetti and Cassia Furman, Vicente LLP Insights, Cannabis Rescheduling Explained (December 18, 2025)Jerrico PerezShawn Hauser, Jerrico Perez and Daniel Molina, Vincente LLP Insights, Texas Compassionate Use Program (TCUP): Medical Cannabis Licensing, Low-THC Products, and Compliance Requirements (January 19, 2026)Jerrico PerezYolanda Clarke, Charles Alovisetti and Jack Crain, Vincente LLP Insights, 2026 Adult-Use Cannabis Business Opportunities in Virginia Under HB 642 (January 23, 2026)Jerrico PerezPresentation MaterialThe Current Legal Cannabis Landscape: An OverviewEric P. Berlin, Jerrico Perez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465903 465903 98 G3694 1:03:55 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465904?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Health care Taken from the Web Program Recorded April 28, 2026 in San FranciscoThe Current Legal Cannabis Landscape: An Overview [01:03:55]This introductory segment reviews the current state of regulations across the United States. After completing this session, participants will be able to:Compare key states with regulated cannabis markets and hemp cannabinoid markets.Understand the state legalization process, licensing structure, and regulatory regimes.Analyze the impact of litigation in the state hemp cannabinoid space.Eric P. Berlin, Jerrico PerezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Dentons, Cannabis Client Alert—Week of January 26, 2026 (January 27, 2026)Eric P. BerlinDentons, President Trump’s Executive Order on Marijuana Rescheduling Also Directs HHS to Develop Models to Improve Access to Hemp-Derived Cannabinoid Products (December 19, 2025)Eric P. BerlinDentons, Breaking: EO Directs Cannabis to Be Rescheduled to Schedule III (December 18, 2025)Eric P. BerlinShawn Hauser, Juliana Todeschi, Charles Alovisetti and Cassia Furman, Vicente LLP Insights, Cannabis Rescheduling Explained (December 18, 2025)Jerrico PerezShawn Hauser, Jerrico Perez and Daniel Molina, Vincente LLP Insights, Texas Compassionate Use Program (TCUP): Medical Cannabis Licensing, Low-THC Products, and Compliance Requirements (January 19, 2026)Jerrico PerezYolanda Clarke, Charles Alovisetti and Jack Crain, Vincente LLP Insights, 2026 Adult-Use Cannabis Business Opportunities in Virginia Under HB 642 (January 23, 2026)Jerrico PerezPresentation MaterialThe Current Legal Cannabis Landscape: An OverviewEric P. Berlin, Jerrico Perez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465904 465904 25 G3694 1:03:13 https://www.pli.edu/programs/cannabis-law-business-fundamentals/465902?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Health care Taken from the Web Program Recorded April 28, 2026 in San FranciscoThe Current Legal Cannabis Landscape: An Overview [01:03:55]This introductory segment reviews the current state of regulations across the United States. After completing this session, participants will be able to:Compare key states with regulated cannabis markets and hemp cannabinoid markets.Understand the state legalization process, licensing structure, and regulatory regimes.Analyze the impact of litigation in the state hemp cannabinoid space.Eric P. Berlin, Jerrico PerezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Dentons, Cannabis Client Alert—Week of January 26, 2026 (January 27, 2026)Eric P. BerlinDentons, President Trump’s Executive Order on Marijuana Rescheduling Also Directs HHS to Develop Models to Improve Access to Hemp-Derived Cannabinoid Products (December 19, 2025)Eric P. BerlinDentons, Breaking: EO Directs Cannabis to Be Rescheduled to Schedule III (December 18, 2025)Eric P. BerlinShawn Hauser, Juliana Todeschi, Charles Alovisetti and Cassia Furman, Vicente LLP Insights, Cannabis Rescheduling Explained (December 18, 2025)Jerrico PerezShawn Hauser, Jerrico Perez and Daniel Molina, Vincente LLP Insights, Texas Compassionate Use Program (TCUP): Medical Cannabis Licensing, Low-THC Products, and Compliance Requirements (January 19, 2026)Jerrico PerezYolanda Clarke, Charles Alovisetti and Jack Crain, Vincente LLP Insights, 2026 Adult-Use Cannabis Business Opportunities in Virginia Under HB 642 (January 23, 2026)Jerrico PerezPresentation MaterialThe Current Legal Cannabis Landscape: An OverviewEric P. Berlin, Jerrico Perez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465902 465902 163 G3694 1:03:55 https://www.pli.edu/programs/pretrial-practice/465925?tCode=WTC5_RSS01 Motions (Litigation) Pleadings (Litigation) Practice skills (Litigation) Pre-trial procedure Pre-trial motions Taken from the Web Program Recorded April 28, 2026 in New YorkResponding to a Complaint [01:02:36]This panel will cover issues to consider when responding to a complaint. After completing this session, participants will be able to:Collect relevant documentary evidenceComply with the federal rule on the consequences of not preserving evidenceCollect evidence from potential witnesses (client and third-party)Make initial contact with the oppositionConsider counterclaimsDraft an answerFile a motion to dismissHon. Stewart D. Aaron, David A. Crichlow, Jacqueline P. Rubin The purchase price of this Web Program segment includes the following article from the Course Handbook available online:David A. Crichlow and Margaret McQuade, Responding to a Complaint (Substantive Outline)David A. CrichlowPresentation MaterialResponding to a Complaint PowerPointHon. Stewart D. Aaron, David A. Crichlow, Jacqueline P. Rubin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465925 465925 98 G3086 1:02:36 https://www.pli.edu/programs/pretrial-practice/465914?tCode=WTC5_RSS01 Motions (Litigation) Pleadings (Litigation) Practice skills (Litigation) Pre-trial procedure Pre-trial motions Taken from the Web Program Recorded April 28, 2026 in New YorkResponding to a Complaint [01:02:36]This panel will cover issues to consider when responding to a complaint. After completing this session, participants will be able to:Collect relevant documentary evidenceComply with the federal rule on the consequences of not preserving evidenceCollect evidence from potential witnesses (client and third-party)Make initial contact with the oppositionConsider counterclaimsDraft an answerFile a motion to dismissHon. Stewart D. Aaron, David A. Crichlow, Jacqueline P. Rubin The purchase price of this Web Program segment includes the following article from the Course Handbook available online:David A. Crichlow and Margaret McQuade, Responding to a Complaint (Substantive Outline)David A. CrichlowPresentation MaterialResponding to a Complaint PowerPointHon. Stewart D. Aaron, David A. Crichlow, Jacqueline P. Rubin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465914 465914 25 G3086 1:01:54 https://www.pli.edu/programs/pretrial-practice/465926?tCode=WTC5_RSS01 Motions (Litigation) Pleadings (Litigation) Practice skills (Litigation) Pre-trial procedure Pre-trial motions Taken from the Web Program Recorded April 28, 2026 in New YorkResponding to a Complaint [01:02:36]This panel will cover issues to consider when responding to a complaint. After completing this session, participants will be able to:Collect relevant documentary evidenceComply with the federal rule on the consequences of not preserving evidenceCollect evidence from potential witnesses (client and third-party)Make initial contact with the oppositionConsider counterclaimsDraft an answerFile a motion to dismissHon. Stewart D. Aaron, David A. Crichlow, Jacqueline P. Rubin The purchase price of this Web Program segment includes the following article from the Course Handbook available online:David A. Crichlow and Margaret McQuade, Responding to a Complaint (Substantive Outline)David A. CrichlowPresentation MaterialResponding to a Complaint PowerPointHon. Stewart D. Aaron, David A. Crichlow, Jacqueline P. Rubin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465926 465926 163 G3086 1:02:36 https://www.pli.edu/programs/pretrial-practice/465920?tCode=WTC5_RSS01 Discovery Practice skills (Litigation) Pre-trial procedure Witness preparation Expert witnesses Taken from the Web Program Recorded April 28, 2026 in New YorkUse of Experts [00:59:21]This session will better equip you to use experts. After completing this session, participants will be able to:Understand when to retain expertsDetermine what type of experts to useDifferentiate testifying vs. consulting expertsProtect expert communicationsPrepare expert reportsTake discovery of expertsConduct Daubert motionsUse experts in remote hearingsJorge Baez, Hon. Holly B. Fitzsimmons, Gary J. MennittThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Siobhan K. Ray, Chapter 11: The Expert Report, Practising Law Institute, Expert Witness Answer Book (Ninth Edition) (March 2025)David G. KeykoPresentation MaterialUse of Experts PowerPointJorge Baez, Hon. Holly B. Fitzsimmons, Gary J. Mennitt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465920 465920 163 G3086 0:59:21 https://www.pli.edu/programs/pretrial-practice/465911?tCode=WTC5_RSS01 Discovery Practice skills (Litigation) Pre-trial procedure Witness preparation Expert witnesses Taken from the Web Program Recorded April 28, 2026 in New YorkUse of Experts [00:59:21]This session will better equip you to use experts. After completing this session, participants will be able to:Understand when to retain expertsDetermine what type of experts to useDifferentiate testifying vs. consulting expertsProtect expert communicationsPrepare expert reportsTake discovery of expertsConduct Daubert motionsUse experts in remote hearingsJorge Baez, Hon. Holly B. Fitzsimmons, Gary J. MennittThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Siobhan K. Ray, Chapter 11: The Expert Report, Practising Law Institute, Expert Witness Answer Book (Ninth Edition) (March 2025)David G. KeykoPresentation MaterialUse of Experts PowerPointJorge Baez, Hon. Holly B. Fitzsimmons, Gary J. Mennitt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465911 465911 25 G3086 0:58:39 https://www.pli.edu/programs/pretrial-practice/465919?tCode=WTC5_RSS01 Discovery Practice skills (Litigation) Pre-trial procedure Witness preparation Expert witnesses Taken from the Web Program Recorded April 28, 2026 in New YorkUse of Experts [00:59:21]This session will better equip you to use experts. After completing this session, participants will be able to:Understand when to retain expertsDetermine what type of experts to useDifferentiate testifying vs. consulting expertsProtect expert communicationsPrepare expert reportsTake discovery of expertsConduct Daubert motionsUse experts in remote hearingsJorge Baez, Hon. Holly B. Fitzsimmons, Gary J. MennittThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Siobhan K. Ray, Chapter 11: The Expert Report, Practising Law Institute, Expert Witness Answer Book (Ninth Edition) (March 2025)David G. KeykoPresentation MaterialUse of Experts PowerPointJorge Baez, Hon. Holly B. Fitzsimmons, Gary J. Mennitt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465919 465919 98 G3086 0:59:21 https://www.pli.edu/programs/pretrial-practice/465913?tCode=WTC5_RSS01 Discovery Motions (Litigation) Practice skills (Litigation) Pre-trial procedure Summary judgments Taken from the Web Program Recorded April 28, 2026 in New YorkPretrial Practice: Preliminary Remedies, Summary Judgment Motions and Discovery [01:14:48]Part 1: Preliminary Remedies and Summary Judgment MotionsThis panel will cover issues related to Preliminary Remedies and Summary Judgment Motions. After completing this session, participants will be able to:Comply with the federal rule on the issuance of scheduling ordersObtain expedited treatmentApply for temporary restraining orders and preliminary injunctionsDraft motions for summary judgmentObtain practical tips and understand the differing rules related to e-filingPart 2: Preparing Discovery Demands and Discovery ResponsesThis panel will provide guidance on preparing discovery demands and responses. After completing this session, participants will be able to:Prepare for the initial meetingDraft discovery demandsRespond to discovery demandsRobert S. Fischler, Anne C. Lefever, Paul M. "Tad" O'Connor III, Hon. Gary SteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Preliminary Injunctions and Temporary Restraining Orders (January 2026)Robert S. FischlerPresentation MaterialPretrial Practice PowerPointRobert S. Fischler, Anne C. Lefever, Paul M. O'Connor, Hon. Gary Stein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465913 465913 25 G3086 1:14:48 https://www.pli.edu/programs/pretrial-practice/465924?tCode=WTC5_RSS01 Discovery Motions (Litigation) Practice skills (Litigation) Pre-trial procedure Summary judgments Taken from the Web Program Recorded April 28, 2026 in New YorkPretrial Practice: Preliminary Remedies, Summary Judgment Motions and Discovery [01:14:48]Part 1: Preliminary Remedies and Summary Judgment MotionsThis panel will cover issues related to Preliminary Remedies and Summary Judgment Motions. After completing this session, participants will be able to:Comply with the federal rule on the issuance of scheduling ordersObtain expedited treatmentApply for temporary restraining orders and preliminary injunctionsDraft motions for summary judgmentObtain practical tips and understand the differing rules related to e-filingPart 2: Preparing Discovery Demands and Discovery ResponsesThis panel will provide guidance on preparing discovery demands and responses. After completing this session, participants will be able to:Prepare for the initial meetingDraft discovery demandsRespond to discovery demandsRobert S. Fischler, Anne C. Lefever, Paul M. "Tad" O'Connor III, Hon. Gary SteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Preliminary Injunctions and Temporary Restraining Orders (January 2026)Robert S. FischlerPresentation MaterialPretrial Practice PowerPointRobert S. Fischler, Anne C. Lefever, Paul M. O'Connor, Hon. Gary Stein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465924 465924 163 G3086 1:15:30 https://www.pli.edu/programs/pretrial-practice/465923?tCode=WTC5_RSS01 Discovery Motions (Litigation) Practice skills (Litigation) Pre-trial procedure Summary judgments Taken from the Web Program Recorded April 28, 2026 in New YorkPretrial Practice: Preliminary Remedies, Summary Judgment Motions and Discovery [01:14:48]Part 1: Preliminary Remedies and Summary Judgment MotionsThis panel will cover issues related to Preliminary Remedies and Summary Judgment Motions. After completing this session, participants will be able to:Comply with the federal rule on the issuance of scheduling ordersObtain expedited treatmentApply for temporary restraining orders and preliminary injunctionsDraft motions for summary judgmentObtain practical tips and understand the differing rules related to e-filingPart 2: Preparing Discovery Demands and Discovery ResponsesThis panel will provide guidance on preparing discovery demands and responses. After completing this session, participants will be able to:Prepare for the initial meetingDraft discovery demandsRespond to discovery demandsRobert S. Fischler, Anne C. Lefever, Paul M. "Tad" O'Connor III, Hon. Gary SteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Preliminary Injunctions and Temporary Restraining Orders (January 2026)Robert S. FischlerPresentation MaterialPretrial Practice PowerPointRobert S. Fischler, Anne C. Lefever, Paul M. O'Connor, Hon. Gary Stein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465923 465923 98 G3086 1:15:30 https://www.pli.edu/programs/pretrial-practice/465921?tCode=WTC5_RSS01 Discovery Depositions Practice skills (Litigation) Pre-trial procedure Witnesses Taken from the Web Program Recorded April 28, 2026 in New YorkDepositions Dos and Don'ts [01:03:50]This panel will help prepare you to take and defend depositions. After completing this session, participants will be able to:Conduct fast-track discoveryDecide what depositions to takeDetermine which witnesses to representUnderstand what questions to ask and what not to askPlace limits on the number of witnesses and length of depositionsKnow which potential witnesses a lawyer may properly contact before a depositionHandle remote depositionsAmy Conners, David G. Keyko, Hon. Barbara MosesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Taking and Defending Depositions (March 2, 2026)David G. KeykoPresentation MaterialDepositions Dos and Don'ts PowerPointAmy Conners, David G. Keyko, Hon. Barbara Moses Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465921 465921 98 G3086 1:03:50 https://www.pli.edu/programs/pretrial-practice/465922?tCode=WTC5_RSS01 Discovery Depositions Practice skills (Litigation) Pre-trial procedure Witnesses Taken from the Web Program Recorded April 28, 2026 in New YorkDepositions Dos and Don'ts [01:03:50]This panel will help prepare you to take and defend depositions. After completing this session, participants will be able to:Conduct fast-track discoveryDecide what depositions to takeDetermine which witnesses to representUnderstand what questions to ask and what not to askPlace limits on the number of witnesses and length of depositionsKnow which potential witnesses a lawyer may properly contact before a depositionHandle remote depositionsAmy Conners, David G. Keyko, Hon. Barbara MosesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Taking and Defending Depositions (March 2, 2026)David G. KeykoPresentation MaterialDepositions Dos and Don'ts PowerPointAmy Conners, David G. Keyko, Hon. Barbara Moses Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465922 465922 163 G3086 1:03:50 https://www.pli.edu/programs/pretrial-practice/465912?tCode=WTC5_RSS01 Discovery Depositions Practice skills (Litigation) Pre-trial procedure Witnesses Taken from the Web Program Recorded April 28, 2026 in New YorkDepositions Dos and Don'ts [01:03:50]This panel will help prepare you to take and defend depositions. After completing this session, participants will be able to:Conduct fast-track discoveryDecide what depositions to takeDetermine which witnesses to representUnderstand what questions to ask and what not to askPlace limits on the number of witnesses and length of depositionsKnow which potential witnesses a lawyer may properly contact before a depositionHandle remote depositionsAmy Conners, David G. Keyko, Hon. Barbara MosesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Taking and Defending Depositions (March 2, 2026)David G. KeykoPresentation MaterialDepositions Dos and Don'ts PowerPointAmy Conners, David G. Keyko, Hon. Barbara Moses Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465912 465912 25 G3086 1:03:08 https://www.pli.edu/programs/pretrial-practice/465918?tCode=WTC5_RSS01 Mediation Negotiation (Dispute resolution) Settlement (Dispute resolution) Practice skills (Litigation) Pre-trial procedure Taken from the Web Program Recorded April 28, 2026 in New YorkPretrial Settlement Considerations [01:02:38]This panel will cover settlement considerations. After completing this session, participants will be able to:Decide when and how to begin settlement talksUse mediation - court-annexed and privateDevelop a negotiating strategyUnderstand the need for separate settlement counselEnsure confidentiality of settlement discussionsUnderstand what proper bluffing is and what is impermissibleSettle cases remotelyMarla Alhadeff, Hon. Michael A. Hammer, Jonathan J. Ross, Mark E. Segall, Tracey K. WishertThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Strategies, Insights and Resources for Effective Settlement Negotiations (February 5, 2026)Jonathan J. RossPresentation MaterialPretrial Settlement Considerations PowerPointMarla Alhadeff, Hon. Michael A. Hammer, Jonathan J. Ross, Mark E. Segall, Tracey K. Wishert Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465918 465918 163 G3086 1:02:38 https://www.pli.edu/programs/pretrial-practice/465910?tCode=WTC5_RSS01 Mediation Negotiation (Dispute resolution) Settlement (Dispute resolution) Practice skills (Litigation) Pre-trial procedure Taken from the Web Program Recorded April 28, 2026 in New YorkPretrial Settlement Considerations [01:02:38]This panel will cover settlement considerations. After completing this session, participants will be able to:Decide when and how to begin settlement talksUse mediation - court-annexed and privateDevelop a negotiating strategyUnderstand the need for separate settlement counselEnsure confidentiality of settlement discussionsUnderstand what proper bluffing is and what is impermissibleSettle cases remotelyMarla Alhadeff, Hon. Michael A. Hammer, Jonathan J. Ross, Mark E. Segall, Tracey K. WishertThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Strategies, Insights and Resources for Effective Settlement Negotiations (February 5, 2026)Jonathan J. RossPresentation MaterialPretrial Settlement Considerations PowerPointMarla Alhadeff, Hon. Michael A. Hammer, Jonathan J. Ross, Mark E. Segall, Tracey K. Wishert Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465910 465910 25 G3086 1:01:56 https://www.pli.edu/programs/pretrial-practice/465917?tCode=WTC5_RSS01 Mediation Negotiation (Dispute resolution) Settlement (Dispute resolution) Practice skills (Litigation) Pre-trial procedure Taken from the Web Program Recorded April 28, 2026 in New YorkPretrial Settlement Considerations [01:02:38]This panel will cover settlement considerations. After completing this session, participants will be able to:Decide when and how to begin settlement talksUse mediation - court-annexed and privateDevelop a negotiating strategyUnderstand the need for separate settlement counselEnsure confidentiality of settlement discussionsUnderstand what proper bluffing is and what is impermissibleSettle cases remotelyMarla Alhadeff, Hon. Michael A. Hammer, Jonathan J. Ross, Mark E. Segall, Tracey K. WishertThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Strategies, Insights and Resources for Effective Settlement Negotiations (February 5, 2026)Jonathan J. RossPresentation MaterialPretrial Settlement Considerations PowerPointMarla Alhadeff, Hon. Michael A. Hammer, Jonathan J. Ross, Mark E. Segall, Tracey K. Wishert Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465917 465917 98 G3086 1:02:39 https://www.pli.edu/programs/pretrial-practice/465928?tCode=WTC5_RSS01 Duty to preserve Evidence Practice skills (Litigation) Pre-trial procedure Legal writing, drafting, and negotiation Taken from the Web Program Recorded April 28, 2026 in New YorkPreparing to File a Lawsuit [01:09:47]This session will cover the steps needed to prepare to file a lawsuit. After completing this session, participants will be able to:Collect relevant documentary evidenceComply with the federal rule on the preservation of evidenceCollect evidence from potential witnesses (client and third-party)Make initial contact with the oppositionDecide where to sueDraft a complaintHon. Sarah Netburn, Karen Steel, John M. TorielloThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John M. Toriello, Callie Plapinger, and Kyra Rosenzweig, Navigating Federal Courts: Practical and Strategic Considerations for Commencing an Action (March 2026)John M. TorielloPresentation MaterialPreparing to File a Lawsuit PowerPointSarah Netburn, Karen Steel, John M. Toriello Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465928 465928 163 G3086 1:09:47 https://www.pli.edu/programs/pretrial-practice/465927?tCode=WTC5_RSS01 Duty to preserve Evidence Practice skills (Litigation) Pre-trial procedure Legal writing, drafting, and negotiation Taken from the Web Program Recorded April 28, 2026 in New YorkPreparing to File a Lawsuit [01:09:47]This session will cover the steps needed to prepare to file a lawsuit. After completing this session, participants will be able to:Collect relevant documentary evidenceComply with the federal rule on the preservation of evidenceCollect evidence from potential witnesses (client and third-party)Make initial contact with the oppositionDecide where to sueDraft a complaintHon. Sarah Netburn, Karen Steel, John M. TorielloThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John M. Toriello, Callie Plapinger, and Kyra Rosenzweig, Navigating Federal Courts: Practical and Strategic Considerations for Commencing an Action (March 2026)John M. TorielloPresentation MaterialPreparing to File a Lawsuit PowerPointSarah Netburn, Karen Steel, John M. Toriello Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465927 465927 98 G3086 1:09:47 https://www.pli.edu/programs/pretrial-practice/465915?tCode=WTC5_RSS01 Duty to preserve Evidence Practice skills (Litigation) Pre-trial procedure Legal writing, drafting, and negotiation Taken from the Web Program Recorded April 28, 2026 in New YorkPreparing to File a Lawsuit [01:09:47]This session will cover the steps needed to prepare to file a lawsuit. After completing this session, participants will be able to:Collect relevant documentary evidenceComply with the federal rule on the preservation of evidenceCollect evidence from potential witnesses (client and third-party)Make initial contact with the oppositionDecide where to sueDraft a complaintHon. Sarah Netburn, Karen Steel, John M. TorielloThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John M. Toriello, Callie Plapinger, and Kyra Rosenzweig, Navigating Federal Courts: Practical and Strategic Considerations for Commencing an Action (March 2026)John M. TorielloPresentation MaterialPreparing to File a Lawsuit PowerPointSarah Netburn, Karen Steel, John M. Toriello Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465915 465915 25 G3086 1:09:05 https://www.pli.edu/programs/leveraged-financing/chb/444532?tCode=WTC5_RSS01 Corporate finance Leveraged finance Financing Practice skills (Banking and finance) Regulation, compliance, and enforcement (Banking and finance) At this conference, the country’s leading experts in leveraged finance will examine key concepts and strategies in serving leveraged companies, including portfolio companies of private equity firms. You will learn about the leveraged finance marketplace today, including new deal activity, the nuts and bolts of leveraged financings, evolving trends in leveraged finance, and the impact of macro-economic, regulatory and political developments. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444532 444532 28 G3257 0:00:00 https://www.pli.edu/programs/leveraged-financing/chb/444533?tCode=WTC5_RSS01 Corporate finance Leveraged finance Financing Practice skills (Banking and finance) Regulation, compliance, and enforcement (Banking and finance) At this conference, the country’s leading experts in leveraged finance will examine key concepts and strategies in serving leveraged companies, including portfolio companies of private equity firms. You will learn about the leveraged finance marketplace today, including new deal activity, the nuts and bolts of leveraged financings, evolving trends in leveraged finance, and the impact of macro-economic, regulatory and political developments. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444533 444533 257 G3257 0:00:00 https://www.pli.edu/programs/advertising-law-institute/chb/443094?tCode=WTC5_RSS01 Online and traditional advertising Regulation, compliance, and enforcement (Communications and telecommunications) Advertisers continue to preserve and increase market share and reach their consumers effectively in an increasingly complex space. This program, updated each year to reflect current legal trends cutting across the advertising industry, is led by an expert faculty who will provide important strategies needed to stay on top of a continually evolving digital landscape. Learn practical tips for managing risks and avoiding pitfalls that arise when running interactive advertising campaigns. Covering topics such as promotions and sweepstakes, on-line behavioral advertising, green claims and more, this expansive program will equip you with the tools you need to practice advertising law efficiently today.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443094 443094 257 G3031 0:00:00 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/chb/441948?tCode=WTC5_RSS01 Sustainable business Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) ESG (Corporate law) ESG (Securities and other financial products) While the headlines often capture meaningful and important headwinds to sustainability measures, several key sustainability laws and regulations have either taken effect or survived amendment in the last year and additional significant laws and regulations are on the horizon. Legal, regulatory, litigation, and enforcement considerations are affecting sustainability strategy to an unprecedented degree, as voluntary sustainability measures and reporting cede ground to regulatory strategy and compliance efforts. In-house counsel and outside counsel are charged with enabling sustainability initiatives that drive value and support corporate strategy while protecting their companies from a growing set of sustainability-related foot faults and risks. Deep knowledge of sustainability legal and regulatory requirements, expertise in substantive sustainability topics, and skills in regulatory change management can empower attorneys not only to effectively discharge these responsibilities but also to provide affirmative value in the form of strategic alignment, consistency across programs and disclosures, cost reduction, and increased focus on core business and sustainability priorities. Attend this program to better understand how practitioners are navigating these developments at this critical inflection point, how legal and sustainability teams are collaborating to drive value, and how in-house and outside counsel can deploy effective regulatory change-management strategies to prepare for future requirements.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441948 441948 257 G3032 0:00:00 https://www.pli.edu/programs/compliance--ethics-essentials/465881?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoProgram Structure and Board Oversight: Authority, Independence, and Reach [00:59:35]This panel will explore effective compliance program structures and the board’s role in overseeing a program. After completing this session, participants will be able to:Understand effective positioning of the Chief Compliance OfficerEmpower compliance professionals throughout the organizationEnable meaningful Board oversight and support of the Compliance ProgramKristopher Keys, Gwendolyn Lee HassanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Steven Gyeszly and Rebecca Walker, Strategic Toolkit to Maximize the Value of Board Oversight of Compliance & Ethics (“C&E”)Rebecca WalkerBoard Resolutions: Strengthening Compliance Programs, Compliance and Ethics: Ideas & Answers (January 29, 2024)Rebecca WalkerBoard Oversight, Compliance and Ethics: Ideas & Answers (September 25, 2023)Rebecca WalkerPresentation MaterialProgram Structure and Board Oversight: Authority, Independence, and Reach PPTGwendolyn Hassan, Kristopher Keys Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465881 465881 25 G3131 0:59:35 https://www.pli.edu/programs/compliance--ethics-essentials/465880?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoProgram Structure and Board Oversight: Authority, Independence, and Reach [00:59:35]This panel will explore effective compliance program structures and the board’s role in overseeing a program. After completing this session, participants will be able to:Understand effective positioning of the Chief Compliance OfficerEmpower compliance professionals throughout the organizationEnable meaningful Board oversight and support of the Compliance ProgramKristopher Keys, Gwendolyn Lee HassanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Steven Gyeszly and Rebecca Walker, Strategic Toolkit to Maximize the Value of Board Oversight of Compliance & Ethics (“C&E”)Rebecca WalkerBoard Resolutions: Strengthening Compliance Programs, Compliance and Ethics: Ideas & Answers (January 29, 2024)Rebecca WalkerBoard Oversight, Compliance and Ethics: Ideas & Answers (September 25, 2023)Rebecca WalkerPresentation MaterialProgram Structure and Board Oversight: Authority, Independence, and Reach PPTGwendolyn Hassan, Kristopher Keys Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465880 465880 98 G3131 1:00:17 https://www.pli.edu/programs/compliance--ethics-essentials/465882?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoProgram Structure and Board Oversight: Authority, Independence, and Reach [00:59:35]This panel will explore effective compliance program structures and the board’s role in overseeing a program. After completing this session, participants will be able to:Understand effective positioning of the Chief Compliance OfficerEmpower compliance professionals throughout the organizationEnable meaningful Board oversight and support of the Compliance ProgramKristopher Keys, Gwendolyn Lee HassanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Steven Gyeszly and Rebecca Walker, Strategic Toolkit to Maximize the Value of Board Oversight of Compliance & Ethics (“C&E”)Rebecca WalkerBoard Resolutions: Strengthening Compliance Programs, Compliance and Ethics: Ideas & Answers (January 29, 2024)Rebecca WalkerBoard Oversight, Compliance and Ethics: Ideas & Answers (September 25, 2023)Rebecca WalkerPresentation MaterialProgram Structure and Board Oversight: Authority, Independence, and Reach PPTGwendolyn Hassan, Kristopher Keys Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465882 465882 163 G3131 1:00:17 https://www.pli.edu/programs/compliance--ethics-essentials/465869?tCode=WTC5_RSS01 Internal investigations (Corporate law) Retaliation (Employment discrimination) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoReporting, Investigating, and Responding to Misconduct [01:00:20]The segment focuses on practical strategies for encouraging reporting, managing investigations, and responding to suspected misconduct. Upon completing this session, participants will be able to:Design and manage effective reporting channels, including helplines, and implement strong non-retaliation controlsApply leading practices for conducting fair, timely, and well-documented internal investigationsImplement practical measures to address fear of retaliation and reinforce trust in the reporting processKristofer Swanson, Gretchen A. WinterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Root Cause Analysis: Driving Continuous Improvement, Compliance and Ethics: Ideas & Answers (February 3, 2025)Rebecca WalkerEffective Root Cause Analysis of Compliance Violations Toolkit, Compliance and Ethics: Ideas & AnswersRebecca WalkerMurray v. UBS Securities, LLC, No. 22-660 (2024)Gretchen A. WinterMemorandum Opinion, United States v. Heppner, No. 25 Cr. 503 (JSR) (S.D.N.Y. 2026)Gretchen A. WinterCompliance Program Assessment: Driving Continuous Improvement, Compliance and Ethics: Ideas & Answers (March 31, 2025)Rebecca Walker,Jennifer KuglerJeff Kaplan, Risk Assessment for Small Companies, Compliance and Ethics: Ideas & Answers (June 26, 2023)Jennifer KuglerJeff Kaplan, The Four-Dimensional Compliance Risk Assessment, Compliance and Ethics: Ideas & Answers (August 3, 2024)Jennifer KuglerPatrick Dundas, Ch. 18: Legal Data Analytics, Knowledge Management & Innovation: A Manual for Law Firms and Other Legal Services Organizations (November 2023)Rebecca WalkerPresentation MaterialReporting, Investigating, and Responding to Misconduct PPTKristofer Swanson, Gretchen A. Winter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465869 465869 163 G3131 1:00:20 https://www.pli.edu/programs/compliance--ethics-essentials/465867?tCode=WTC5_RSS01 Internal investigations (Corporate law) Retaliation (Employment discrimination) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoReporting, Investigating, and Responding to Misconduct [01:00:20]The segment focuses on practical strategies for encouraging reporting, managing investigations, and responding to suspected misconduct. Upon completing this session, participants will be able to:Design and manage effective reporting channels, including helplines, and implement strong non-retaliation controlsApply leading practices for conducting fair, timely, and well-documented internal investigationsImplement practical measures to address fear of retaliation and reinforce trust in the reporting processKristofer Swanson, Gretchen A. WinterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Root Cause Analysis: Driving Continuous Improvement, Compliance and Ethics: Ideas & Answers (February 3, 2025)Rebecca WalkerEffective Root Cause Analysis of Compliance Violations Toolkit, Compliance and Ethics: Ideas & AnswersRebecca WalkerMurray v. UBS Securities, LLC, No. 22-660 (2024)Gretchen A. WinterMemorandum Opinion, United States v. Heppner, No. 25 Cr. 503 (JSR) (S.D.N.Y. 2026)Gretchen A. WinterCompliance Program Assessment: Driving Continuous Improvement, Compliance and Ethics: Ideas & Answers (March 31, 2025)Rebecca Walker,Jennifer KuglerJeff Kaplan, Risk Assessment for Small Companies, Compliance and Ethics: Ideas & Answers (June 26, 2023)Jennifer KuglerJeff Kaplan, The Four-Dimensional Compliance Risk Assessment, Compliance and Ethics: Ideas & Answers (August 3, 2024)Jennifer KuglerPatrick Dundas, Ch. 18: Legal Data Analytics, Knowledge Management & Innovation: A Manual for Law Firms and Other Legal Services Organizations (November 2023)Rebecca WalkerPresentation MaterialReporting, Investigating, and Responding to Misconduct PPTKristofer Swanson, Gretchen A. Winter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465867 465867 98 G3131 1:00:20 https://www.pli.edu/programs/compliance--ethics-essentials/465868?tCode=WTC5_RSS01 Internal investigations (Corporate law) Retaliation (Employment discrimination) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoReporting, Investigating, and Responding to Misconduct [01:00:20]The segment focuses on practical strategies for encouraging reporting, managing investigations, and responding to suspected misconduct. Upon completing this session, participants will be able to:Design and manage effective reporting channels, including helplines, and implement strong non-retaliation controlsApply leading practices for conducting fair, timely, and well-documented internal investigationsImplement practical measures to address fear of retaliation and reinforce trust in the reporting processKristofer Swanson, Gretchen A. WinterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Root Cause Analysis: Driving Continuous Improvement, Compliance and Ethics: Ideas & Answers (February 3, 2025)Rebecca WalkerEffective Root Cause Analysis of Compliance Violations Toolkit, Compliance and Ethics: Ideas & AnswersRebecca WalkerMurray v. UBS Securities, LLC, No. 22-660 (2024)Gretchen A. WinterMemorandum Opinion, United States v. Heppner, No. 25 Cr. 503 (JSR) (S.D.N.Y. 2026)Gretchen A. WinterCompliance Program Assessment: Driving Continuous Improvement, Compliance and Ethics: Ideas & Answers (March 31, 2025)Rebecca Walker,Jennifer KuglerJeff Kaplan, Risk Assessment for Small Companies, Compliance and Ethics: Ideas & Answers (June 26, 2023)Jennifer KuglerJeff Kaplan, The Four-Dimensional Compliance Risk Assessment, Compliance and Ethics: Ideas & Answers (August 3, 2024)Jennifer KuglerPatrick Dundas, Ch. 18: Legal Data Analytics, Knowledge Management & Innovation: A Manual for Law Firms and Other Legal Services Organizations (November 2023)Rebecca WalkerPresentation MaterialReporting, Investigating, and Responding to Misconduct PPTKristofer Swanson, Gretchen A. Winter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465868 465868 25 G3131 0:59:38 https://www.pli.edu/programs/compliance--ethics-essentials/465863?tCode=WTC5_RSS01 Risk management (Corporate governance) Regulation, compliance, and enforcement (Corporate law) Anti-corruption due diligence Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoThird Party Risk Management and Anti-Corruption Compliance [01:01:18]This session examines practical approaches to identifying, assessing, and managing corruption, human rights, and other risks posed by third parties. Participants will explore how risk-based due diligence, contracting, and ongoing monitoring fit together to support an effective compliance program. After completing this session, participants will be able to:Implement risk-based third-party due diligence and approval controls aligned with anti-corruption and human rights expectationsDesign and apply contractual, training, and monitoring controls to mitigate third-party risksIdentify common breakdowns in third-party risk management and apply practical corrective measuresMarta Carreira-Slabe, Carrie J. Di Santo, Jerome P. TomasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Auditing and Monitoring for Conflicts of Interest Compliance, Compliance & Ethics: Ideas & Answers (June 24, 2024)Rebecca WalkerPresentation MaterialThird Party Risk Management and Anti-Corruption Compliance PPTMarta I. Carreira-Slabe, Carrie Di Santo, Jerome P. Tomas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465863 465863 163 G3131 1:01:18 https://www.pli.edu/programs/compliance--ethics-essentials/465861?tCode=WTC5_RSS01 Risk management (Corporate governance) Regulation, compliance, and enforcement (Corporate law) Anti-corruption due diligence Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoThird Party Risk Management and Anti-Corruption Compliance [01:01:18]This session examines practical approaches to identifying, assessing, and managing corruption, human rights, and other risks posed by third parties. Participants will explore how risk-based due diligence, contracting, and ongoing monitoring fit together to support an effective compliance program. After completing this session, participants will be able to:Implement risk-based third-party due diligence and approval controls aligned with anti-corruption and human rights expectationsDesign and apply contractual, training, and monitoring controls to mitigate third-party risksIdentify common breakdowns in third-party risk management and apply practical corrective measuresMarta Carreira-Slabe, Carrie J. Di Santo, Jerome P. TomasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Auditing and Monitoring for Conflicts of Interest Compliance, Compliance & Ethics: Ideas & Answers (June 24, 2024)Rebecca WalkerPresentation MaterialThird Party Risk Management and Anti-Corruption Compliance PPTMarta I. Carreira-Slabe, Carrie Di Santo, Jerome P. Tomas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465861 465861 98 G3131 1:01:18 https://www.pli.edu/programs/compliance--ethics-essentials/465862?tCode=WTC5_RSS01 Risk management (Corporate governance) Regulation, compliance, and enforcement (Corporate law) Anti-corruption due diligence Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoThird Party Risk Management and Anti-Corruption Compliance [01:01:18]This session examines practical approaches to identifying, assessing, and managing corruption, human rights, and other risks posed by third parties. Participants will explore how risk-based due diligence, contracting, and ongoing monitoring fit together to support an effective compliance program. After completing this session, participants will be able to:Implement risk-based third-party due diligence and approval controls aligned with anti-corruption and human rights expectationsDesign and apply contractual, training, and monitoring controls to mitigate third-party risksIdentify common breakdowns in third-party risk management and apply practical corrective measuresMarta Carreira-Slabe, Carrie J. Di Santo, Jerome P. TomasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Auditing and Monitoring for Conflicts of Interest Compliance, Compliance & Ethics: Ideas & Answers (June 24, 2024)Rebecca WalkerPresentation MaterialThird Party Risk Management and Anti-Corruption Compliance PPTMarta I. Carreira-Slabe, Carrie Di Santo, Jerome P. Tomas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465862 465862 25 G3131 1:00:36 https://www.pli.edu/programs/compliance--ethics-essentials/465872?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoCompliance Risk and Program Assessment [00:59:56]This session provides practical tools for conducting compliance risk assessments and evaluating the design and effectiveness of compliance programs. Participants will explore how risk assessment and program assessment work together to inform priorities, resource allocation, and continuous improvement. After completing this session, participants will be able to:Apply effective methodologies for conducting compliance risk and program assessmentsCommunicate assessment results clearly to management and the boardIdentify and mitigate common pitfalls in assessing compliance risks and program effectivenessThomas Giltrow, Sarah R. IlesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kwamina Thomas Williford, Ch. 4: Risk Assessment and Gap Analysis, Corporate Compliance Answer Book, 2024 Edition (October 2023)Rebecca WalkerScott R. Lassar, Sidley Austin LLP, Internal Investigations (Substantive Outline) (April 28, 2025)Rebecca WalkerPresentation MaterialCompliance Risk and Program Assessment PPTThomas Giltrow, Sarah Iles Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465872 465872 163 G3131 0:59:56 https://www.pli.edu/programs/compliance--ethics-essentials/465870?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoCompliance Risk and Program Assessment [00:59:56]This session provides practical tools for conducting compliance risk assessments and evaluating the design and effectiveness of compliance programs. Participants will explore how risk assessment and program assessment work together to inform priorities, resource allocation, and continuous improvement. After completing this session, participants will be able to:Apply effective methodologies for conducting compliance risk and program assessmentsCommunicate assessment results clearly to management and the boardIdentify and mitigate common pitfalls in assessing compliance risks and program effectivenessThomas Giltrow, Sarah R. IlesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kwamina Thomas Williford, Ch. 4: Risk Assessment and Gap Analysis, Corporate Compliance Answer Book, 2024 Edition (October 2023)Rebecca WalkerScott R. Lassar, Sidley Austin LLP, Internal Investigations (Substantive Outline) (April 28, 2025)Rebecca WalkerPresentation MaterialCompliance Risk and Program Assessment PPTThomas Giltrow, Sarah Iles Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465870 465870 98 G3131 0:59:56 https://www.pli.edu/programs/compliance--ethics-essentials/465871?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoCompliance Risk and Program Assessment [00:59:56]This session provides practical tools for conducting compliance risk assessments and evaluating the design and effectiveness of compliance programs. Participants will explore how risk assessment and program assessment work together to inform priorities, resource allocation, and continuous improvement. After completing this session, participants will be able to:Apply effective methodologies for conducting compliance risk and program assessmentsCommunicate assessment results clearly to management and the boardIdentify and mitigate common pitfalls in assessing compliance risks and program effectivenessThomas Giltrow, Sarah R. IlesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kwamina Thomas Williford, Ch. 4: Risk Assessment and Gap Analysis, Corporate Compliance Answer Book, 2024 Edition (October 2023)Rebecca WalkerScott R. Lassar, Sidley Austin LLP, Internal Investigations (Substantive Outline) (April 28, 2025)Rebecca WalkerPresentation MaterialCompliance Risk and Program Assessment PPTThomas Giltrow, Sarah Iles Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465871 465871 25 G3131 0:59:15 https://www.pli.edu/programs/compliance--ethics-essentials/465866?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoArtificial Intelligence and Data in E&C Programs [01:01:56]This session examines the integration of AI and data analysis in compliance programs, as well as the compliance risks presented by AI. After this session, attendees will be able to:Understand the critical role of data in complianceLeverage AI and data analytics to assess and enhance compliance programsCreate a road map for AI and data analytics strategiesIAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Matthew Galvin, Jennifer HandaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Justice Criminal Division Evaluation of Corporate Compliance Programs (Updated September 2024)Rebecca WalkerPresentation MaterialArtificial Intelligence and Data in E&C Programs PPTMatthew Galvin, Jennifer Handa Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465866 465866 163 G3131 1:01:56 https://www.pli.edu/programs/compliance--ethics-essentials/465864?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoArtificial Intelligence and Data in E&C Programs [01:01:56]This session examines the integration of AI and data analysis in compliance programs, as well as the compliance risks presented by AI. After this session, attendees will be able to:Understand the critical role of data in complianceLeverage AI and data analytics to assess and enhance compliance programsCreate a road map for AI and data analytics strategiesIAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Matthew Galvin, Jennifer HandaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Justice Criminal Division Evaluation of Corporate Compliance Programs (Updated September 2024)Rebecca WalkerPresentation MaterialArtificial Intelligence and Data in E&C Programs PPTMatthew Galvin, Jennifer Handa Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465864 465864 98 G3131 1:01:56 https://www.pli.edu/programs/compliance--ethics-essentials/465865?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoArtificial Intelligence and Data in E&C Programs [01:01:56]This session examines the integration of AI and data analysis in compliance programs, as well as the compliance risks presented by AI. After this session, attendees will be able to:Understand the critical role of data in complianceLeverage AI and data analytics to assess and enhance compliance programsCreate a road map for AI and data analytics strategiesIAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Matthew Galvin, Jennifer HandaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Justice Criminal Division Evaluation of Corporate Compliance Programs (Updated September 2024)Rebecca WalkerPresentation MaterialArtificial Intelligence and Data in E&C Programs PPTMatthew Galvin, Jennifer Handa Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465865 465865 25 G3131 1:01:15 https://www.pli.edu/programs/compliance--ethics-essentials/465856?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Gatekeepers Internal investigations (Corporate law) Professional conduct Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoEthics for Compliance Lawyers and Compliance Professionals [01:03:01]This segment will explore the ethical obligations and professional responsibilities of compliance lawyers and professionals. Upon completion of this session, participants will be able to:Understand the ethical responsibilities of lawyers and compliance professionals in their gatekeeper rolesApply ethical considerations to core compliance activities, including risk and program assessments and investigationsIdentify and navigate potential tensions between legal and compliance professional ethicsEric F. Hinton, Rebecca WalkerPresentation MaterialEthics for Compliance Lawyers and Compliance Professionals PPTEric F. Hinton, Rebecca Walker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465856 465856 25 G3131 1:03:01 https://www.pli.edu/programs/compliance--ethics-essentials/465857?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Gatekeepers Internal investigations (Corporate law) Professional conduct Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoEthics for Compliance Lawyers and Compliance Professionals [01:03:01]This segment will explore the ethical obligations and professional responsibilities of compliance lawyers and professionals. Upon completion of this session, participants will be able to:Understand the ethical responsibilities of lawyers and compliance professionals in their gatekeeper rolesApply ethical considerations to core compliance activities, including risk and program assessments and investigationsIdentify and navigate potential tensions between legal and compliance professional ethicsEric F. Hinton, Rebecca WalkerPresentation MaterialEthics for Compliance Lawyers and Compliance Professionals PPTEric F. Hinton, Rebecca Walker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465857 465857 163 G3131 1:03:43 https://www.pli.edu/programs/compliance--ethics-essentials/465855?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Gatekeepers Internal investigations (Corporate law) Professional conduct Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoEthics for Compliance Lawyers and Compliance Professionals [01:03:01]This segment will explore the ethical obligations and professional responsibilities of compliance lawyers and professionals. Upon completion of this session, participants will be able to:Understand the ethical responsibilities of lawyers and compliance professionals in their gatekeeper rolesApply ethical considerations to core compliance activities, including risk and program assessments and investigationsIdentify and navigate potential tensions between legal and compliance professional ethicsEric F. Hinton, Rebecca WalkerPresentation MaterialEthics for Compliance Lawyers and Compliance Professionals PPTEric F. Hinton, Rebecca Walker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465855 465855 98 G3131 1:03:43 https://www.pli.edu/programs/compliance--ethics-essentials/465858?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Conflicts of interest Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoConflicts of Interest in Practice: Lessons from Real-World Scenarios [01:01:39]Using case studies drawn from actual compliance challenges, this session explores how conflicts of interest emerge and how organizations can manage them. After completing this session, participants will be able to:Implement practical controls for conflict disclosure, review, and approvalApply mitigation and monitoring controls to real-world conflict scenariosBuild consistent, auditable processes for managing conflicts of interestJohn J. Sardar, Forrest DeeganThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Charities and Conflicts of Interest, Compliance & Ethics: Ideas & Answers (March 13, 2023)Rebecca WalkerJeff Kaplan, Training Managers on Conflicts of Interest, Compliance & Ethics: Ideas & Answers (March 11, 2024)Rebecca WalkerTheodore L. Banks, Selected Background Information on Legal Ethics and Antitrust (April 29, 2025)Rebecca WalkerPresentation MaterialConflicts of Interest in Practice: Lessons from Real-World Scenarios PPTForrest Deegan, John J. Sardar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465858 465858 98 G3131 1:01:39 https://www.pli.edu/programs/compliance--ethics-essentials/465860?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Conflicts of interest Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoConflicts of Interest in Practice: Lessons from Real-World Scenarios [01:01:39]Using case studies drawn from actual compliance challenges, this session explores how conflicts of interest emerge and how organizations can manage them. After completing this session, participants will be able to:Implement practical controls for conflict disclosure, review, and approvalApply mitigation and monitoring controls to real-world conflict scenariosBuild consistent, auditable processes for managing conflicts of interestJohn J. Sardar, Forrest DeeganThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Charities and Conflicts of Interest, Compliance & Ethics: Ideas & Answers (March 13, 2023)Rebecca WalkerJeff Kaplan, Training Managers on Conflicts of Interest, Compliance & Ethics: Ideas & Answers (March 11, 2024)Rebecca WalkerTheodore L. Banks, Selected Background Information on Legal Ethics and Antitrust (April 29, 2025)Rebecca WalkerPresentation MaterialConflicts of Interest in Practice: Lessons from Real-World Scenarios PPTForrest Deegan, John J. Sardar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465860 465860 163 G3131 1:01:39 https://www.pli.edu/programs/compliance--ethics-essentials/465859?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Conflicts of interest Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoConflicts of Interest in Practice: Lessons from Real-World Scenarios [01:01:39]Using case studies drawn from actual compliance challenges, this session explores how conflicts of interest emerge and how organizations can manage them. After completing this session, participants will be able to:Implement practical controls for conflict disclosure, review, and approvalApply mitigation and monitoring controls to real-world conflict scenariosBuild consistent, auditable processes for managing conflicts of interestJohn J. Sardar, Forrest DeeganThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Charities and Conflicts of Interest, Compliance & Ethics: Ideas & Answers (March 13, 2023)Rebecca WalkerJeff Kaplan, Training Managers on Conflicts of Interest, Compliance & Ethics: Ideas & Answers (March 11, 2024)Rebecca WalkerTheodore L. Banks, Selected Background Information on Legal Ethics and Antitrust (April 29, 2025)Rebecca WalkerPresentation MaterialConflicts of Interest in Practice: Lessons from Real-World Scenarios PPTForrest Deegan, John J. Sardar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465859 465859 25 G3131 1:00:57 https://www.pli.edu/programs/compliance--ethics-essentials/465874?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) In-house counsel (Ethics and professional responsibility) Regulation, compliance, and enforcement (Ethics and professional responsibility) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoCompliance Training and Communications [01:01:39]This segment highlights the critical role of effective training and communications in promoting ethical behavior and supporting an effective compliance program. After completing this session, participants will be able to:Implement leading practices in compliance training, including role-based and just-in-time training techniquesUse training and communications to reinforce expectations and influence organizational cultureMeasure and continuously improve the effectiveness of compliance training and communicationsKirsten Liston, Liisa M. ThomasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Steven D. Gordon, Implementation of an Effective Compliance and Ethics Program, in Corporate Compliance Answer Book 2-1 (2024 Ed.)Kirsten ListonMeghan Daniels, Alexa Altino, Kirsten Liston & Andrea Falcione, The Modern Code of Conduct: Building a Code Your Employees Will Actually Use, Rethink Compliance White Paper (2026)Kirsten ListonRethink Compliance LLC, Compliance & Ethics Benchmarking Study: Training & Communications (2025)Kirsten Liston7 Steps to Sell Corporate Leadership on Privacy Compliance, Law360 (January 28, 2025)Liisa M. Thomas3 Change Management Tools to Boost Compliance Efforts, Law360 (April 29, 2025)Liisa M. ThomasTraining and Communications in Ethics and Compliance Functions: From Mandatory Modules to Decision-Useful Guidance (March 2026)Hemma LomaxQuick but Never Dirty Risk Mapping, Compliance and Ethics: Ideas & Answers (October 9, 2023)Rebecca WalkerPresentation MaterialCompliance Training and Communications PPTKirsten Liston, Liisa M. Thomas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465874 465874 98 G3131 1:01:39 https://www.pli.edu/programs/compliance--ethics-essentials/465875?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) In-house counsel (Ethics and professional responsibility) Regulation, compliance, and enforcement (Ethics and professional responsibility) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoCompliance Training and Communications [01:01:39]This segment highlights the critical role of effective training and communications in promoting ethical behavior and supporting an effective compliance program. After completing this session, participants will be able to:Implement leading practices in compliance training, including role-based and just-in-time training techniquesUse training and communications to reinforce expectations and influence organizational cultureMeasure and continuously improve the effectiveness of compliance training and communicationsKirsten Liston, Liisa M. ThomasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Steven D. Gordon, Implementation of an Effective Compliance and Ethics Program, in Corporate Compliance Answer Book 2-1 (2024 Ed.)Kirsten ListonMeghan Daniels, Alexa Altino, Kirsten Liston & Andrea Falcione, The Modern Code of Conduct: Building a Code Your Employees Will Actually Use, Rethink Compliance White Paper (2026)Kirsten ListonRethink Compliance LLC, Compliance & Ethics Benchmarking Study: Training & Communications (2025)Kirsten Liston7 Steps to Sell Corporate Leadership on Privacy Compliance, Law360 (January 28, 2025)Liisa M. Thomas3 Change Management Tools to Boost Compliance Efforts, Law360 (April 29, 2025)Liisa M. ThomasTraining and Communications in Ethics and Compliance Functions: From Mandatory Modules to Decision-Useful Guidance (March 2026)Hemma LomaxQuick but Never Dirty Risk Mapping, Compliance and Ethics: Ideas & Answers (October 9, 2023)Rebecca WalkerPresentation MaterialCompliance Training and Communications PPTKirsten Liston, Liisa M. Thomas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465875 465875 25 G3131 1:00:57 https://www.pli.edu/programs/compliance--ethics-essentials/465876?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) In-house counsel (Ethics and professional responsibility) Regulation, compliance, and enforcement (Ethics and professional responsibility) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoCompliance Training and Communications [01:01:39]This segment highlights the critical role of effective training and communications in promoting ethical behavior and supporting an effective compliance program. After completing this session, participants will be able to:Implement leading practices in compliance training, including role-based and just-in-time training techniquesUse training and communications to reinforce expectations and influence organizational cultureMeasure and continuously improve the effectiveness of compliance training and communicationsKirsten Liston, Liisa M. ThomasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Steven D. Gordon, Implementation of an Effective Compliance and Ethics Program, in Corporate Compliance Answer Book 2-1 (2024 Ed.)Kirsten ListonMeghan Daniels, Alexa Altino, Kirsten Liston & Andrea Falcione, The Modern Code of Conduct: Building a Code Your Employees Will Actually Use, Rethink Compliance White Paper (2026)Kirsten ListonRethink Compliance LLC, Compliance & Ethics Benchmarking Study: Training & Communications (2025)Kirsten Liston7 Steps to Sell Corporate Leadership on Privacy Compliance, Law360 (January 28, 2025)Liisa M. Thomas3 Change Management Tools to Boost Compliance Efforts, Law360 (April 29, 2025)Liisa M. ThomasTraining and Communications in Ethics and Compliance Functions: From Mandatory Modules to Decision-Useful Guidance (March 2026)Hemma LomaxQuick but Never Dirty Risk Mapping, Compliance and Ethics: Ideas & Answers (October 9, 2023)Rebecca WalkerPresentation MaterialCompliance Training and Communications PPTKirsten Liston, Liisa M. Thomas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465876 465876 163 G3131 1:01:39 https://www.pli.edu/programs/compliance--ethics-essentials/465879?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Gatekeepers Internal investigations (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoMaking Codes and Policies Matter [01:00:57]This segment highlights the critical role of clear codes of conduct and well-designed compliance policies and procedures. After completing this session, participants will be able to:Identify leading practices in codes of conduct and compliance policiesImplement policy governance frameworks that are workable and sustainableLeverage codes and policies to support program oversight and monitoringDaniel J. Raker, Gene StavrouThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Policy Governance: Which Compliance Policies Should Be Enterprise-Wide in Scope? Compliance and Ethics: Ideas & Answers (May 8, 2023)Rebecca WalkerLRN, 2025 Code of Conduct Report (2025)Jim WaltonPresentation MaterialMaking Codes and Policies Matter PPTDan Raker, Gene Stavrou Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465879 465879 163 G3131 1:00:57 https://www.pli.edu/programs/compliance--ethics-essentials/465877?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Gatekeepers Internal investigations (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoMaking Codes and Policies Matter [01:00:57]This segment highlights the critical role of clear codes of conduct and well-designed compliance policies and procedures. After completing this session, participants will be able to:Identify leading practices in codes of conduct and compliance policiesImplement policy governance frameworks that are workable and sustainableLeverage codes and policies to support program oversight and monitoringDaniel J. Raker, Gene StavrouThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Policy Governance: Which Compliance Policies Should Be Enterprise-Wide in Scope? Compliance and Ethics: Ideas & Answers (May 8, 2023)Rebecca WalkerLRN, 2025 Code of Conduct Report (2025)Jim WaltonPresentation MaterialMaking Codes and Policies Matter PPTDan Raker, Gene Stavrou Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465877 465877 98 G3131 1:00:57 https://www.pli.edu/programs/compliance--ethics-essentials/465878?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Gatekeepers Internal investigations (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27 - 28, 2026 in ChicagoMaking Codes and Policies Matter [01:00:57]This segment highlights the critical role of clear codes of conduct and well-designed compliance policies and procedures. After completing this session, participants will be able to:Identify leading practices in codes of conduct and compliance policiesImplement policy governance frameworks that are workable and sustainableLeverage codes and policies to support program oversight and monitoringDaniel J. Raker, Gene StavrouThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Policy Governance: Which Compliance Policies Should Be Enterprise-Wide in Scope? Compliance and Ethics: Ideas & Answers (May 8, 2023)Rebecca WalkerLRN, 2025 Code of Conduct Report (2025)Jim WaltonPresentation MaterialMaking Codes and Policies Matter PPTDan Raker, Gene Stavrou Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465878 465878 25 G3131 1:00:16 https://www.pli.edu/programs/private-equity-forum/465819?tCode=WTC5_RSS01 Private equity Asset management Equity instruments Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkHot Topics in Asset Management M&A [01:00:18]This panel will discuss recent developments and trends in asset management M&A. After completing this session, participants will be able to:Better understand current trends in asset management M&AUnderstand issues raised in asset management transactionsIdentify actions to prepare a sponsor for a future asset management M&A transactionDavid E. Barrett, Christopher M. Gandia, Brian Miner, Sumana SettyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul, Weiss, Rifkind, Wharton & Garrison LLP, Client Memorandum, Preparing for M&A Activism in 2026 (February 25, 2026)Lindsey L. WiersmaPaul, Weiss, Rifkind, Wharton & Garrison LLP, Client Memorandum, M&A at a Glance, Issue 164 (February 2026)Lindsey L. WiersmaPaul, Weiss, Rifkind, Wharton & Garrison LLP, Client Memorandum, Global Strategic M&A in 2026: How Will Developments in Merger Control, FDI and FSR in 2025 Shape Deal Strategy in 2026? (January 20, 2026)Lindsey L. Wiersma Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465819 465819 25 G3167 1:00:18 https://www.pli.edu/programs/private-equity-forum/465818?tCode=WTC5_RSS01 Private equity Asset management Equity instruments Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkHot Topics in Asset Management M&A [01:00:18]This panel will discuss recent developments and trends in asset management M&A. After completing this session, participants will be able to:Better understand current trends in asset management M&AUnderstand issues raised in asset management transactionsIdentify actions to prepare a sponsor for a future asset management M&A transactionDavid E. Barrett, Christopher M. Gandia, Brian Miner, Sumana SettyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul, Weiss, Rifkind, Wharton & Garrison LLP, Client Memorandum, Preparing for M&A Activism in 2026 (February 25, 2026)Lindsey L. WiersmaPaul, Weiss, Rifkind, Wharton & Garrison LLP, Client Memorandum, M&A at a Glance, Issue 164 (February 2026)Lindsey L. WiersmaPaul, Weiss, Rifkind, Wharton & Garrison LLP, Client Memorandum, Global Strategic M&A in 2026: How Will Developments in Merger Control, FDI and FSR in 2025 Shape Deal Strategy in 2026? (January 20, 2026)Lindsey L. Wiersma Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465818 465818 98 G3167 1:01:00 https://www.pli.edu/programs/private-equity-forum/465817?tCode=WTC5_RSS01 Private equity Asset management Equity instruments Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkHot Topics in Asset Management M&A [01:00:18]This panel will discuss recent developments and trends in asset management M&A. After completing this session, participants will be able to:Better understand current trends in asset management M&AUnderstand issues raised in asset management transactionsIdentify actions to prepare a sponsor for a future asset management M&A transactionDavid E. Barrett, Christopher M. Gandia, Brian Miner, Sumana SettyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul, Weiss, Rifkind, Wharton & Garrison LLP, Client Memorandum, Preparing for M&A Activism in 2026 (February 25, 2026)Lindsey L. WiersmaPaul, Weiss, Rifkind, Wharton & Garrison LLP, Client Memorandum, M&A at a Glance, Issue 164 (February 2026)Lindsey L. WiersmaPaul, Weiss, Rifkind, Wharton & Garrison LLP, Client Memorandum, Global Strategic M&A in 2026: How Will Developments in Merger Control, FDI and FSR in 2025 Shape Deal Strategy in 2026? (January 20, 2026)Lindsey L. Wiersma Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465817 465817 163 G3167 1:01:00 https://www.pli.edu/programs/private-equity-forum/465822?tCode=WTC5_RSS01 Private equity Regulation, compliance, and enforcement (Securities and other financial products) Equity instruments Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkRegulatory Developments in the Private Equity Industry [00:59:49]This panel will address regulatory developments from the SEC and other regulators during the last year. After completing this session, participants will be able to:Improve their understanding of recent rule making relevant to the private equity industryReview recent SEC enforcement actions and exam positionsDevelop best practices based on the trends identified in recent SEC examsJen Conwell, Aaron Gilbride, Jacqueline Giammarco, James M. LeahyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Division of Examinations, Fiscal Year 2026 Examination Priorities (November 17, 2025)Lindsey L. Wiersma,Kelly M PettitPaul, Weiss, Rifkind, Wharton & Garrison LLP, Investment Funds Group, Private Funds Regulatory Compliance Calendar 2026Lindsey L. WiersmaU.S. Securities and Exchange Commission, Press Release, SEC’s Division of Enforcement Announces Updates to Enforcement Manual (February 24, 2026)Lindsey L. Wiersma,Kelly M Pettit Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465822 465822 25 G3167 0:59:49 https://www.pli.edu/programs/private-equity-forum/465821?tCode=WTC5_RSS01 Private equity Regulation, compliance, and enforcement (Securities and other financial products) Equity instruments Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkRegulatory Developments in the Private Equity Industry [00:59:49]This panel will address regulatory developments from the SEC and other regulators during the last year. After completing this session, participants will be able to:Improve their understanding of recent rule making relevant to the private equity industryReview recent SEC enforcement actions and exam positionsDevelop best practices based on the trends identified in recent SEC examsJen Conwell, Aaron Gilbride, Jacqueline Giammarco, James M. LeahyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Division of Examinations, Fiscal Year 2026 Examination Priorities (November 17, 2025)Lindsey L. Wiersma,Kelly M PettitPaul, Weiss, Rifkind, Wharton & Garrison LLP, Investment Funds Group, Private Funds Regulatory Compliance Calendar 2026Lindsey L. WiersmaU.S. Securities and Exchange Commission, Press Release, SEC’s Division of Enforcement Announces Updates to Enforcement Manual (February 24, 2026)Lindsey L. Wiersma,Kelly M Pettit Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465821 465821 98 G3167 1:00:31 https://www.pli.edu/programs/private-equity-forum/465820?tCode=WTC5_RSS01 Private equity Regulation, compliance, and enforcement (Securities and other financial products) Equity instruments Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkRegulatory Developments in the Private Equity Industry [00:59:49]This panel will address regulatory developments from the SEC and other regulators during the last year. After completing this session, participants will be able to:Improve their understanding of recent rule making relevant to the private equity industryReview recent SEC enforcement actions and exam positionsDevelop best practices based on the trends identified in recent SEC examsJen Conwell, Aaron Gilbride, Jacqueline Giammarco, James M. LeahyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Division of Examinations, Fiscal Year 2026 Examination Priorities (November 17, 2025)Lindsey L. Wiersma,Kelly M PettitPaul, Weiss, Rifkind, Wharton & Garrison LLP, Investment Funds Group, Private Funds Regulatory Compliance Calendar 2026Lindsey L. WiersmaU.S. Securities and Exchange Commission, Press Release, SEC’s Division of Enforcement Announces Updates to Enforcement Manual (February 24, 2026)Lindsey L. Wiersma,Kelly M Pettit Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465820 465820 163 G3167 1:00:31 https://www.pli.edu/programs/private-equity-forum/465811?tCode=WTC5_RSS01 Private equity Asset management Insurance Practice skills (Insurance) Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkAccessing Insurance for Asset Management [01:00:22]This panel will discuss the evolving market of insurance tools available to private equity sponsors. After completing this session, participants will be able to:Understand how insurance companies and private equity firms are partnering for asset managementIdentify the different types of transactions between insurers and private equity firmsRecognize key terms in insurance private equity transactionsRecall sources of lawyers’ ethical obligations and professional responsibilities and their application  Implement legal ethics best practices when serving in multiple roles and on behalf of multiple clients  Alexander R. Cochran, Ling Ling, Kelly PettitThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul, Weiss, Rifkind, Wharton & Garrison LLP, 2025 Private Credit Market Outlook, A Tripartite Series, Part I—Private Credit Market Trends: From Originations to Bank Partnerships and Insurance (March 10, 2025)Lindsey L. WiersmaPresentation MaterialSegment PowerPoint: Accessing Insurance for Asset ManagementAlexander R. Cochran, Ling Ling, Kelly M. Pettit Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465811 465811 163 G3167 1:00:22 https://www.pli.edu/programs/private-equity-forum/465813?tCode=WTC5_RSS01 Private equity Asset management Insurance Practice skills (Insurance) Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkAccessing Insurance for Asset Management [01:00:22]This panel will discuss the evolving market of insurance tools available to private equity sponsors. After completing this session, participants will be able to:Understand how insurance companies and private equity firms are partnering for asset managementIdentify the different types of transactions between insurers and private equity firmsRecognize key terms in insurance private equity transactionsRecall sources of lawyers’ ethical obligations and professional responsibilities and their application  Implement legal ethics best practices when serving in multiple roles and on behalf of multiple clients  Alexander R. Cochran, Ling Ling, Kelly PettitThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul, Weiss, Rifkind, Wharton & Garrison LLP, 2025 Private Credit Market Outlook, A Tripartite Series, Part I—Private Credit Market Trends: From Originations to Bank Partnerships and Insurance (March 10, 2025)Lindsey L. WiersmaPresentation MaterialSegment PowerPoint: Accessing Insurance for Asset ManagementAlexander R. Cochran, Ling Ling, Kelly M. Pettit Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465813 465813 25 G3167 0:59:41 https://www.pli.edu/programs/private-equity-forum/465812?tCode=WTC5_RSS01 Private equity Asset management Insurance Practice skills (Insurance) Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkAccessing Insurance for Asset Management [01:00:22]This panel will discuss the evolving market of insurance tools available to private equity sponsors. After completing this session, participants will be able to:Understand how insurance companies and private equity firms are partnering for asset managementIdentify the different types of transactions between insurers and private equity firmsRecognize key terms in insurance private equity transactionsRecall sources of lawyers’ ethical obligations and professional responsibilities and their application  Implement legal ethics best practices when serving in multiple roles and on behalf of multiple clients  Alexander R. Cochran, Ling Ling, Kelly PettitThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul, Weiss, Rifkind, Wharton & Garrison LLP, 2025 Private Credit Market Outlook, A Tripartite Series, Part I—Private Credit Market Trends: From Originations to Bank Partnerships and Insurance (March 10, 2025)Lindsey L. WiersmaPresentation MaterialSegment PowerPoint: Accessing Insurance for Asset ManagementAlexander R. Cochran, Ling Ling, Kelly M. Pettit Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465812 465812 98 G3167 1:00:22 https://www.pli.edu/programs/private-equity-forum/465802?tCode=WTC5_RSS01 Private equity Tax Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkUpper Tier Terms for Private Equity Attorneys [01:01:03]This panel will address how private equity firms structure their upper-tier arrangements. After completing this session, participants will be able to:Identify different types of retention mechanismsBetter understand restrictive covenantsEvaluate variability in compensation systems, including how they relate to fund waterfallsExamine various tax considerations relating to structuring a successful upper-tier entityKyndra Adair, David Greene, Amanda N. Persaud, Jennifer A. SpiegelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Department of the Treasury, Internal Revenue Service, Income of Foreign Governments and of International Organizations, 26 CFR Part 1, 90 Fed. Reg. 57901, No. 238 (December 15, 2025)Lindsey L. Wiersma,Kelly M PettitPresentation MaterialCourse Materials: Governance, Succession and Talent ManagementJennifer A. SpiegelSegment PowerPoint: Upper Tier Terms for Private Equity AttorneysKyndra Adair, David Greene, Amanda N. Persaud, Jennifer A. Spiegel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465802 465802 163 G3167 1:01:03 https://www.pli.edu/programs/private-equity-forum/465804?tCode=WTC5_RSS01 Private equity Tax Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkUpper Tier Terms for Private Equity Attorneys [01:01:03]This panel will address how private equity firms structure their upper-tier arrangements. After completing this session, participants will be able to:Identify different types of retention mechanismsBetter understand restrictive covenantsEvaluate variability in compensation systems, including how they relate to fund waterfallsExamine various tax considerations relating to structuring a successful upper-tier entityKyndra Adair, David Greene, Amanda N. Persaud, Jennifer A. SpiegelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Department of the Treasury, Internal Revenue Service, Income of Foreign Governments and of International Organizations, 26 CFR Part 1, 90 Fed. Reg. 57901, No. 238 (December 15, 2025)Lindsey L. Wiersma,Kelly M PettitPresentation MaterialCourse Materials: Governance, Succession and Talent ManagementJennifer A. SpiegelSegment PowerPoint: Upper Tier Terms for Private Equity AttorneysKyndra Adair, David Greene, Amanda N. Persaud, Jennifer A. Spiegel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465804 465804 25 G3167 1:00:22 https://www.pli.edu/programs/private-equity-forum/465803?tCode=WTC5_RSS01 Private equity Tax Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkUpper Tier Terms for Private Equity Attorneys [01:01:03]This panel will address how private equity firms structure their upper-tier arrangements. After completing this session, participants will be able to:Identify different types of retention mechanismsBetter understand restrictive covenantsEvaluate variability in compensation systems, including how they relate to fund waterfallsExamine various tax considerations relating to structuring a successful upper-tier entityKyndra Adair, David Greene, Amanda N. Persaud, Jennifer A. SpiegelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Department of the Treasury, Internal Revenue Service, Income of Foreign Governments and of International Organizations, 26 CFR Part 1, 90 Fed. Reg. 57901, No. 238 (December 15, 2025)Lindsey L. Wiersma,Kelly M PettitPresentation MaterialCourse Materials: Governance, Succession and Talent ManagementJennifer A. SpiegelSegment PowerPoint: Upper Tier Terms for Private Equity AttorneysKyndra Adair, David Greene, Amanda N. Persaud, Jennifer A. Spiegel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465803 465803 98 G3167 1:01:03 https://www.pli.edu/programs/private-equity-forum/465806?tCode=WTC5_RSS01 Private equity In-house counsel (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Professional conduct Private equity funds Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkEthics Issues for Attorneys Wearing Many Hats [01:02:25]This panel will discuss the legal ethical obligations and challenges for in-house attorneys at private equity funds wearing multiple hats and representing multiple legal entities. After completing this session, participants will be able to:Recall sources of lawyers’ ethical obligations and professional responsibilities and their applicationImplement legal ethics best practices when serving in multiple clientsKnow how to avoid breaches, and what to do when one occursScott Budlong, Sarah A. Mudho, Giulianna K. RuizThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John Doe v. Securities and Exchange Commission, No. 23-1044 (D.C. Cir. 2024)Lindsey L. Wiersma,Kelly M PettitRichard Ostrander, General Counsel and Head of the Legal and Compliance Group, Speech, The Legal Function’s Role in the Risk Management Framework: Jack-of-All-Trades, Cog in the Machine, or Misfit Toy?, Remarks at the BIS Central Bank Legal Experts’ Meeting, Bank for International Settlements, Basel, Switzerland (April 19, 2024)Lindsey L. Wiersma,Kelly M PettitPresentation MaterialSegment PowerPoint: Ethics Issues for Attorneys Wearing Many HatsScott Budlong, Sarah A. Mudho, Giulianna K. Ruiz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465806 465806 98 G3167 1:02:25 https://www.pli.edu/programs/private-equity-forum/465807?tCode=WTC5_RSS01 Private equity In-house counsel (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Professional conduct Private equity funds Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkEthics Issues for Attorneys Wearing Many Hats [01:02:25]This panel will discuss the legal ethical obligations and challenges for in-house attorneys at private equity funds wearing multiple hats and representing multiple legal entities. After completing this session, participants will be able to:Recall sources of lawyers’ ethical obligations and professional responsibilities and their applicationImplement legal ethics best practices when serving in multiple clientsKnow how to avoid breaches, and what to do when one occursScott Budlong, Sarah A. Mudho, Giulianna K. RuizThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John Doe v. Securities and Exchange Commission, No. 23-1044 (D.C. Cir. 2024)Lindsey L. Wiersma,Kelly M PettitRichard Ostrander, General Counsel and Head of the Legal and Compliance Group, Speech, The Legal Function’s Role in the Risk Management Framework: Jack-of-All-Trades, Cog in the Machine, or Misfit Toy?, Remarks at the BIS Central Bank Legal Experts’ Meeting, Bank for International Settlements, Basel, Switzerland (April 19, 2024)Lindsey L. Wiersma,Kelly M PettitPresentation MaterialSegment PowerPoint: Ethics Issues for Attorneys Wearing Many HatsScott Budlong, Sarah A. Mudho, Giulianna K. Ruiz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465807 465807 25 G3167 1:01:44 https://www.pli.edu/programs/private-equity-forum/465805?tCode=WTC5_RSS01 Private equity In-house counsel (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Professional conduct Private equity funds Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkEthics Issues for Attorneys Wearing Many Hats [01:02:25]This panel will discuss the legal ethical obligations and challenges for in-house attorneys at private equity funds wearing multiple hats and representing multiple legal entities. After completing this session, participants will be able to:Recall sources of lawyers’ ethical obligations and professional responsibilities and their applicationImplement legal ethics best practices when serving in multiple clientsKnow how to avoid breaches, and what to do when one occursScott Budlong, Sarah A. Mudho, Giulianna K. RuizThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John Doe v. Securities and Exchange Commission, No. 23-1044 (D.C. Cir. 2024)Lindsey L. Wiersma,Kelly M PettitRichard Ostrander, General Counsel and Head of the Legal and Compliance Group, Speech, The Legal Function’s Role in the Risk Management Framework: Jack-of-All-Trades, Cog in the Machine, or Misfit Toy?, Remarks at the BIS Central Bank Legal Experts’ Meeting, Bank for International Settlements, Basel, Switzerland (April 19, 2024)Lindsey L. Wiersma,Kelly M PettitPresentation MaterialSegment PowerPoint: Ethics Issues for Attorneys Wearing Many HatsScott Budlong, Sarah A. Mudho, Giulianna K. Ruiz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465805 465805 163 G3167 1:02:25 https://www.pli.edu/programs/private-equity-forum/465809?tCode=WTC5_RSS01 Private equity Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkGP-Led Secondaries in the Private Equity Marketplace [01:00:08]This panel will analyze the growing importance of GP-led secondaries and continuation funds in the private equity marketplace. After completing this session, participants will be able to:            Better understand the structure and terms of secondaries transactions in the current marketImplement best practices for managing conflicts of interestPlan ahead to facilitate GP-led secondaries down the roadIvet Bell, Andrew Flippo, Blake Halperin, Jim Tilson, Kara ZangerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:GP-Led Secondaries: Navigating a Rapidly Expanding Market, Practising Law Institute, One Hour Briefing Transcript (May 8, 2025)Lindsey L. Wiersma,Kelly M PettitPresentation MaterialCourse Materials: Continuation Funds at a GlanceBlake HalperinCourse Materials: Delaware Chancery LitigationProskauerCourse Materials: EVERYTHING YOU NEED TO KNOW ABOUT GP-LED SECONDARIESKara Zanger, Pantheon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465809 465809 98 G3167 1:00:08 https://www.pli.edu/programs/private-equity-forum/465810?tCode=WTC5_RSS01 Private equity Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkGP-Led Secondaries in the Private Equity Marketplace [01:00:08]This panel will analyze the growing importance of GP-led secondaries and continuation funds in the private equity marketplace. After completing this session, participants will be able to:            Better understand the structure and terms of secondaries transactions in the current marketImplement best practices for managing conflicts of interestPlan ahead to facilitate GP-led secondaries down the roadIvet Bell, Andrew Flippo, Blake Halperin, Jim Tilson, Kara ZangerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:GP-Led Secondaries: Navigating a Rapidly Expanding Market, Practising Law Institute, One Hour Briefing Transcript (May 8, 2025)Lindsey L. Wiersma,Kelly M PettitPresentation MaterialCourse Materials: Continuation Funds at a GlanceBlake HalperinCourse Materials: Delaware Chancery LitigationProskauerCourse Materials: EVERYTHING YOU NEED TO KNOW ABOUT GP-LED SECONDARIESKara Zanger, Pantheon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465810 465810 25 G3167 0:59:27 https://www.pli.edu/programs/private-equity-forum/465808?tCode=WTC5_RSS01 Private equity Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkGP-Led Secondaries in the Private Equity Marketplace [01:00:08]This panel will analyze the growing importance of GP-led secondaries and continuation funds in the private equity marketplace. After completing this session, participants will be able to:            Better understand the structure and terms of secondaries transactions in the current marketImplement best practices for managing conflicts of interestPlan ahead to facilitate GP-led secondaries down the roadIvet Bell, Andrew Flippo, Blake Halperin, Jim Tilson, Kara ZangerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:GP-Led Secondaries: Navigating a Rapidly Expanding Market, Practising Law Institute, One Hour Briefing Transcript (May 8, 2025)Lindsey L. Wiersma,Kelly M PettitPresentation MaterialCourse Materials: Continuation Funds at a GlanceBlake HalperinCourse Materials: Delaware Chancery LitigationProskauerCourse Materials: EVERYTHING YOU NEED TO KNOW ABOUT GP-LED SECONDARIESKara Zanger, Pantheon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465808 465808 163 G3167 1:00:08 https://www.pli.edu/programs/private-equity-forum/465801?tCode=WTC5_RSS01 Private equity Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkRetailization in the Private Equity Marketplace [01:00:47]This panel will address “retailization” or “democraticization” trends seen in the private equity industry. After completing this session, participants will be able to:Better understand this important trend in the industryIdentify common issues, operational complexities, and regulatory constraints on the expansion of the retail client base in private equityDevelop strategies to keep up with this growing trendJeremy R. Berry, Oran Ebel, Lindsey L. WiersmaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul, Weiss, Rifkind, Wharton & Garrison LLP, Retailization in Private Equity (April 2025) (PowerPoint slides)Lindsey L. Wiersma,Kelly M Pettit Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465801 465801 25 G3167 1:00:47 https://www.pli.edu/programs/private-equity-forum/465799?tCode=WTC5_RSS01 Private equity Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkRetailization in the Private Equity Marketplace [01:00:47]This panel will address “retailization” or “democraticization” trends seen in the private equity industry. After completing this session, participants will be able to:Better understand this important trend in the industryIdentify common issues, operational complexities, and regulatory constraints on the expansion of the retail client base in private equityDevelop strategies to keep up with this growing trendJeremy R. Berry, Oran Ebel, Lindsey L. WiersmaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul, Weiss, Rifkind, Wharton & Garrison LLP, Retailization in Private Equity (April 2025) (PowerPoint slides)Lindsey L. Wiersma,Kelly M Pettit Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465799 465799 163 G3167 1:01:29 https://www.pli.edu/programs/private-equity-forum/465800?tCode=WTC5_RSS01 Private equity Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkRetailization in the Private Equity Marketplace [01:00:47]This panel will address “retailization” or “democraticization” trends seen in the private equity industry. After completing this session, participants will be able to:Better understand this important trend in the industryIdentify common issues, operational complexities, and regulatory constraints on the expansion of the retail client base in private equityDevelop strategies to keep up with this growing trendJeremy R. Berry, Oran Ebel, Lindsey L. WiersmaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul, Weiss, Rifkind, Wharton & Garrison LLP, Retailization in Private Equity (April 2025) (PowerPoint slides)Lindsey L. Wiersma,Kelly M Pettit Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465800 465800 98 G3167 1:01:29 https://www.pli.edu/programs/private-equity-forum/465824?tCode=WTC5_RSS01 Private equity Private equity funds Equity funds Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkFund Terms and Market Trends in 2026 [01:02:32]This panel will discuss the evolving market for private equity terms, and the trends attorneys see in the market. After completing this session, participants will be able to:Better understand the private equity fund terms that attorneys frequently encounter in today’s industryIdentify challenges of fundraising in the current market environmentRecognize the current trends in fundraisingJamal Fulton, Courtney B. Posner, Kelly Phelan, Anusha SimhaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul, Weiss, Rifkind, Wharton & Garrison LLP, PE Fundraising at a Glance (Q4 2025) (February 4, 2026)Lindsey L. WiersmaPaul, Weiss, Rifkind, Wharton & Garrison LLP, PE Fundraising at a Glance (Q3 2025) (November 5, 2025)Lindsey L. WiersmaPaul, Weiss, Rifkind, Wharton & Garrison LLP, PE Fundraising at a Glance (Q2 2025) (August 1, 2025)Lindsey L. WiersmaPresentation MaterialCourse Materials: AI’s Integration Into Alternative DataCourtney B. PosnerCourse Materials: Insurance and Private MarketsJamal FultonCourse Materials: New Strategies and Structures Drive Growth of Private CreditJamal FultonCourse Materials: SEC and DOL RevisitJamal Fulton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465824 465824 98 G3167 1:02:32 https://www.pli.edu/programs/private-equity-forum/465825?tCode=WTC5_RSS01 Private equity Private equity funds Equity funds Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkFund Terms and Market Trends in 2026 [01:02:32]This panel will discuss the evolving market for private equity terms, and the trends attorneys see in the market. After completing this session, participants will be able to:Better understand the private equity fund terms that attorneys frequently encounter in today’s industryIdentify challenges of fundraising in the current market environmentRecognize the current trends in fundraisingJamal Fulton, Courtney B. Posner, Kelly Phelan, Anusha SimhaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul, Weiss, Rifkind, Wharton & Garrison LLP, PE Fundraising at a Glance (Q4 2025) (February 4, 2026)Lindsey L. WiersmaPaul, Weiss, Rifkind, Wharton & Garrison LLP, PE Fundraising at a Glance (Q3 2025) (November 5, 2025)Lindsey L. WiersmaPaul, Weiss, Rifkind, Wharton & Garrison LLP, PE Fundraising at a Glance (Q2 2025) (August 1, 2025)Lindsey L. WiersmaPresentation MaterialCourse Materials: AI’s Integration Into Alternative DataCourtney B. PosnerCourse Materials: Insurance and Private MarketsJamal FultonCourse Materials: New Strategies and Structures Drive Growth of Private CreditJamal FultonCourse Materials: SEC and DOL RevisitJamal Fulton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465825 465825 25 G3167 1:01:51 https://www.pli.edu/programs/private-equity-forum/465823?tCode=WTC5_RSS01 Private equity Private equity funds Equity funds Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkFund Terms and Market Trends in 2026 [01:02:32]This panel will discuss the evolving market for private equity terms, and the trends attorneys see in the market. After completing this session, participants will be able to:Better understand the private equity fund terms that attorneys frequently encounter in today’s industryIdentify challenges of fundraising in the current market environmentRecognize the current trends in fundraisingJamal Fulton, Courtney B. Posner, Kelly Phelan, Anusha SimhaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul, Weiss, Rifkind, Wharton & Garrison LLP, PE Fundraising at a Glance (Q4 2025) (February 4, 2026)Lindsey L. WiersmaPaul, Weiss, Rifkind, Wharton & Garrison LLP, PE Fundraising at a Glance (Q3 2025) (November 5, 2025)Lindsey L. WiersmaPaul, Weiss, Rifkind, Wharton & Garrison LLP, PE Fundraising at a Glance (Q2 2025) (August 1, 2025)Lindsey L. WiersmaPresentation MaterialCourse Materials: AI’s Integration Into Alternative DataCourtney B. PosnerCourse Materials: Insurance and Private MarketsJamal FultonCourse Materials: New Strategies and Structures Drive Growth of Private CreditJamal FultonCourse Materials: SEC and DOL RevisitJamal Fulton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465823 465823 163 G3167 1:02:32 https://www.pli.edu/programs/private-equity-forum/465815?tCode=WTC5_RSS01 Private equity Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkFund Finance Market Today [01:01:20]This panel will discuss the evolving fund finance market, including what products are offered and emerging terms and trends. After completing this session, participants will be able to:Better understand the scope of fund finance productsAppreciate the advantages and challenges of various productsGain insight into where the fund finance market stands todayAshley Belton Gold, Kiel Bowen, Megan Kilcourse, Daniel WinickThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul, Weiss, Rifkind, Wharton & Garrison LLP, Private Equity Digest, Planning for the Exit (April 2025)Lindsey L. WiersmaPresentation MaterialSegment PowerPoint: Fund Finance Market TodayAshley Belton Gold, Kiel Bowen, Megan Kilcourse, Daniel Winick Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465815 465815 98 G3167 1:01:20 https://www.pli.edu/programs/private-equity-forum/465814?tCode=WTC5_RSS01 Private equity Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkFund Finance Market Today [01:01:20]This panel will discuss the evolving fund finance market, including what products are offered and emerging terms and trends. After completing this session, participants will be able to:Better understand the scope of fund finance productsAppreciate the advantages and challenges of various productsGain insight into where the fund finance market stands todayAshley Belton Gold, Kiel Bowen, Megan Kilcourse, Daniel WinickThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul, Weiss, Rifkind, Wharton & Garrison LLP, Private Equity Digest, Planning for the Exit (April 2025)Lindsey L. WiersmaPresentation MaterialSegment PowerPoint: Fund Finance Market TodayAshley Belton Gold, Kiel Bowen, Megan Kilcourse, Daniel Winick Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465814 465814 163 G3167 1:01:20 https://www.pli.edu/programs/private-equity-forum/465816?tCode=WTC5_RSS01 Private equity Taken from the Web Program Recorded April 27 - 28, 2026 in New YorkFund Finance Market Today [01:01:20]This panel will discuss the evolving fund finance market, including what products are offered and emerging terms and trends. After completing this session, participants will be able to:Better understand the scope of fund finance productsAppreciate the advantages and challenges of various productsGain insight into where the fund finance market stands todayAshley Belton Gold, Kiel Bowen, Megan Kilcourse, Daniel WinickThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul, Weiss, Rifkind, Wharton & Garrison LLP, Private Equity Digest, Planning for the Exit (April 2025)Lindsey L. WiersmaPresentation MaterialSegment PowerPoint: Fund Finance Market TodayAshley Belton Gold, Kiel Bowen, Megan Kilcourse, Daniel Winick Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465816 465816 25 G3167 1:00:38 https://www.pli.edu/programs/securities-litigation/465785?tCode=WTC5_RSS01 Internal investigations (Corporate law) Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27, 2026 in New YorkThe Investigation: Recent Developments in Coordinating Requests from Government Regulators in a Securities Litigation [01:02:26]Panelists will discuss recent developments in internal investigations and related regulatory proceedings in securities matters. After completing this session, participants will be able to:Implement practices and strategies for internal investigationsConsider the effect of recent regulatory proceedings on future civil actionsDifferentiate defense and government perspectives on regulatory proceedingsManage multiple proceedingsPanel Leader: Jonathan K. YoungwoodPanelists: Adam S. Hakki, Sandra Hanna, Scott Hartman, Jonathan R. TuttlePresentation MaterialThe InvestigationAdam S. Hakki, Sandra M. Hanna, Scott Hartman, Jonathan R. Tuttle, Jonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to TrialJonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465785 465785 25 G3225 1:02:27 https://www.pli.edu/programs/securities-litigation/465786?tCode=WTC5_RSS01 Internal investigations (Corporate law) Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27, 2026 in New YorkThe Investigation: Recent Developments in Coordinating Requests from Government Regulators in a Securities Litigation [01:02:26]Panelists will discuss recent developments in internal investigations and related regulatory proceedings in securities matters. After completing this session, participants will be able to:Implement practices and strategies for internal investigationsConsider the effect of recent regulatory proceedings on future civil actionsDifferentiate defense and government perspectives on regulatory proceedingsManage multiple proceedingsPanel Leader: Jonathan K. YoungwoodPanelists: Adam S. Hakki, Sandra Hanna, Scott Hartman, Jonathan R. TuttlePresentation MaterialThe InvestigationAdam S. Hakki, Sandra M. Hanna, Scott Hartman, Jonathan R. Tuttle, Jonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to TrialJonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465786 465786 163 G3225 1:03:08 https://www.pli.edu/programs/securities-litigation/465784?tCode=WTC5_RSS01 Internal investigations (Corporate law) Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 27, 2026 in New YorkThe Investigation: Recent Developments in Coordinating Requests from Government Regulators in a Securities Litigation [01:02:26]Panelists will discuss recent developments in internal investigations and related regulatory proceedings in securities matters. After completing this session, participants will be able to:Implement practices and strategies for internal investigationsConsider the effect of recent regulatory proceedings on future civil actionsDifferentiate defense and government perspectives on regulatory proceedingsManage multiple proceedingsPanel Leader: Jonathan K. YoungwoodPanelists: Adam S. Hakki, Sandra Hanna, Scott Hartman, Jonathan R. TuttlePresentation MaterialThe InvestigationAdam S. Hakki, Sandra M. Hanna, Scott Hartman, Jonathan R. Tuttle, Jonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to TrialJonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465784 465784 98 G3225 1:03:08 https://www.pli.edu/programs/securities-litigation/465777?tCode=WTC5_RSS01 Discovery Motions (Litigation) Securities litigation Summary judgments Multidistrict litigation Taken from the Web Program Recorded April 27, 2026 in New YorkProsecuting and Defending the Civil Action: Fact Discovery and Summary Judgment in Securities Litigation [01:02:15]Panelists will discuss fact discovery and summary judgment in a civil securities matter. After completing this session, participants will be able to:Implement strategies for fact discoveryCraft an effective summary judgment motionPanel Leader: Jonathan K. YoungwoodPanelists: Brian Calandra, Brian M. Jenks, Linton Mann III, Dana SeshensPresentation MaterialProsecuting and Defending the Civil Action: Fact Discovery and Summary Judgment in Securities LitigationBrian Calandra, Brian M. Jenks, Linton Mann III, Dana M. Seshens, Jonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465777 465777 163 G3225 1:02:15 https://www.pli.edu/programs/securities-litigation/465776?tCode=WTC5_RSS01 Discovery Motions (Litigation) Securities litigation Summary judgments Multidistrict litigation Taken from the Web Program Recorded April 27, 2026 in New YorkProsecuting and Defending the Civil Action: Fact Discovery and Summary Judgment in Securities Litigation [01:02:15]Panelists will discuss fact discovery and summary judgment in a civil securities matter. After completing this session, participants will be able to:Implement strategies for fact discoveryCraft an effective summary judgment motionPanel Leader: Jonathan K. YoungwoodPanelists: Brian Calandra, Brian M. Jenks, Linton Mann III, Dana SeshensPresentation MaterialProsecuting and Defending the Civil Action: Fact Discovery and Summary Judgment in Securities LitigationBrian Calandra, Brian M. Jenks, Linton Mann III, Dana M. Seshens, Jonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465776 465776 25 G3225 1:01:34 https://www.pli.edu/programs/securities-litigation/465775?tCode=WTC5_RSS01 Discovery Motions (Litigation) Securities litigation Summary judgments Multidistrict litigation Taken from the Web Program Recorded April 27, 2026 in New YorkProsecuting and Defending the Civil Action: Fact Discovery and Summary Judgment in Securities Litigation [01:02:15]Panelists will discuss fact discovery and summary judgment in a civil securities matter. After completing this session, participants will be able to:Implement strategies for fact discoveryCraft an effective summary judgment motionPanel Leader: Jonathan K. YoungwoodPanelists: Brian Calandra, Brian M. Jenks, Linton Mann III, Dana SeshensPresentation MaterialProsecuting and Defending the Civil Action: Fact Discovery and Summary Judgment in Securities LitigationBrian Calandra, Brian M. Jenks, Linton Mann III, Dana M. Seshens, Jonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465775 465775 98 G3225 1:02:15 https://www.pli.edu/programs/securities-litigation/465782?tCode=WTC5_RSS01 Motions (Litigation) Pleadings (Litigation) Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Multidistrict litigation Taken from the Web Program Recorded April 27, 2026 in New YorkCommencement of a Civil Action: Recent Developments in Filing the Complaint, Preparing the Motion to Dismiss, and Coordinating Multiple Securities Litigation Actions [01:02:55]Panelists will discuss plaintiffs’ and defendants’ perspectives on recent developments in securities laws and explore investigating, commencing and potentially moving to dismiss a civil securities action. After completing this session, participants will be able to:See the plaintiffs’ perspective: investigating the claim and filing the complaintSee the defendants’ perspective: analyzing the potential motion to dismissFollow recent developments in the pleading of securities actionsCoordinate multiple securities litigation actionsPanel Leader: Jonathan K. YoungwoodPanelists: Aleah Borghard, Agnès Dunogué, Melinda A. Nicholson, C. Evan StewartPresentation MaterialCommencement of a Civil ActionAleah Borghard, Agnès Dunogué, Melinda A. Nicholson, C. Evan Stewart, Jonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465782 465782 25 G3225 1:02:56 https://www.pli.edu/programs/securities-litigation/465781?tCode=WTC5_RSS01 Motions (Litigation) Pleadings (Litigation) Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Multidistrict litigation Taken from the Web Program Recorded April 27, 2026 in New YorkCommencement of a Civil Action: Recent Developments in Filing the Complaint, Preparing the Motion to Dismiss, and Coordinating Multiple Securities Litigation Actions [01:02:55]Panelists will discuss plaintiffs’ and defendants’ perspectives on recent developments in securities laws and explore investigating, commencing and potentially moving to dismiss a civil securities action. After completing this session, participants will be able to:See the plaintiffs’ perspective: investigating the claim and filing the complaintSee the defendants’ perspective: analyzing the potential motion to dismissFollow recent developments in the pleading of securities actionsCoordinate multiple securities litigation actionsPanel Leader: Jonathan K. YoungwoodPanelists: Aleah Borghard, Agnès Dunogué, Melinda A. Nicholson, C. Evan StewartPresentation MaterialCommencement of a Civil ActionAleah Borghard, Agnès Dunogué, Melinda A. Nicholson, C. Evan Stewart, Jonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465781 465781 98 G3225 1:03:37 https://www.pli.edu/programs/securities-litigation/465783?tCode=WTC5_RSS01 Motions (Litigation) Pleadings (Litigation) Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Multidistrict litigation Taken from the Web Program Recorded April 27, 2026 in New YorkCommencement of a Civil Action: Recent Developments in Filing the Complaint, Preparing the Motion to Dismiss, and Coordinating Multiple Securities Litigation Actions [01:02:55]Panelists will discuss plaintiffs’ and defendants’ perspectives on recent developments in securities laws and explore investigating, commencing and potentially moving to dismiss a civil securities action. After completing this session, participants will be able to:See the plaintiffs’ perspective: investigating the claim and filing the complaintSee the defendants’ perspective: analyzing the potential motion to dismissFollow recent developments in the pleading of securities actionsCoordinate multiple securities litigation actionsPanel Leader: Jonathan K. YoungwoodPanelists: Aleah Borghard, Agnès Dunogué, Melinda A. Nicholson, C. Evan StewartPresentation MaterialCommencement of a Civil ActionAleah Borghard, Agnès Dunogué, Melinda A. Nicholson, C. Evan Stewart, Jonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465783 465783 163 G3225 1:03:37 https://www.pli.edu/programs/securities-litigation/465772?tCode=WTC5_RSS01 Motions (Litigation) Securities litigation Trial Jury trials Multidistrict litigation Taken from the Web Program Recorded April 27, 2026 in New YorkTrial of the Civil Securities Action: Presenting an Effective Case [00:58:42]Panelists will discuss trial practice in a civil securities matter. After completing this session, participants will be able to:See plaintiffs’ perspectives in amassing and presenting evidenceSee defendants’ perspectives in defending the securities caseRecognize special considerations for cases governed by Private Securities Litigation Reform ActPanel Leader: Jonathan K. YoungwoodPanelists: Karin A. DeMasi, Robert A. Fumerton, Nicholas Porritt, Jonathan ZweigPresentation MaterialTrial of the Securities ActionKarin A. DeMasi, Robert A. Fumerton, Nicholas I. Porritt, Jonathan K. Youngwood, Jonathan ZweigHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465772 465772 98 G3225 0:58:42 https://www.pli.edu/programs/securities-litigation/465773?tCode=WTC5_RSS01 Motions (Litigation) Securities litigation Trial Jury trials Multidistrict litigation Taken from the Web Program Recorded April 27, 2026 in New YorkTrial of the Civil Securities Action: Presenting an Effective Case [00:58:42]Panelists will discuss trial practice in a civil securities matter. After completing this session, participants will be able to:See plaintiffs’ perspectives in amassing and presenting evidenceSee defendants’ perspectives in defending the securities caseRecognize special considerations for cases governed by Private Securities Litigation Reform ActPanel Leader: Jonathan K. YoungwoodPanelists: Karin A. DeMasi, Robert A. Fumerton, Nicholas Porritt, Jonathan ZweigPresentation MaterialTrial of the Securities ActionKarin A. DeMasi, Robert A. Fumerton, Nicholas I. Porritt, Jonathan K. Youngwood, Jonathan ZweigHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465773 465773 25 G3225 0:58:00 https://www.pli.edu/programs/securities-litigation/465774?tCode=WTC5_RSS01 Motions (Litigation) Securities litigation Trial Jury trials Multidistrict litigation Taken from the Web Program Recorded April 27, 2026 in New YorkTrial of the Civil Securities Action: Presenting an Effective Case [00:58:42]Panelists will discuss trial practice in a civil securities matter. After completing this session, participants will be able to:See plaintiffs’ perspectives in amassing and presenting evidenceSee defendants’ perspectives in defending the securities caseRecognize special considerations for cases governed by Private Securities Litigation Reform ActPanel Leader: Jonathan K. YoungwoodPanelists: Karin A. DeMasi, Robert A. Fumerton, Nicholas Porritt, Jonathan ZweigPresentation MaterialTrial of the Securities ActionKarin A. DeMasi, Robert A. Fumerton, Nicholas I. Porritt, Jonathan K. Youngwood, Jonathan ZweigHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465774 465774 163 G3225 0:58:42 https://www.pli.edu/programs/securities-litigation/465769?tCode=WTC5_RSS01 Mediation Settlement (Dispute resolution) Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Multidistrict litigation Taken from the Web Program Recorded April 27, 2026 in New YorkSeeking Resolution: Strategies in Mediation and Settlement of the Securities Case [01:17:48]Panelists will discuss mediation and settlement of a civil securities matter. After completing this session, participants will be able to:Understand mediation techniquesImplement settlement strategiesEffectively use damages expertsRecognize D&O liability issuesPanel Leader: Jed D. MelnickPanelists: Brian Fryd, Daniella Quitt, Marjorie Truwit, Jonathan K. YoungwoodPresentation MaterialMediation and SettlementBrian Fryd, Jed Melnick, Daniella Quitt, Marjorie Truwit, Jonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465769 465769 98 G3225 1:17:48 https://www.pli.edu/programs/securities-litigation/465771?tCode=WTC5_RSS01 Mediation Settlement (Dispute resolution) Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Multidistrict litigation Taken from the Web Program Recorded April 27, 2026 in New YorkSeeking Resolution: Strategies in Mediation and Settlement of the Securities Case [01:17:48]Panelists will discuss mediation and settlement of a civil securities matter. After completing this session, participants will be able to:Understand mediation techniquesImplement settlement strategiesEffectively use damages expertsRecognize D&O liability issuesPanel Leader: Jed D. MelnickPanelists: Brian Fryd, Daniella Quitt, Marjorie Truwit, Jonathan K. YoungwoodPresentation MaterialMediation and SettlementBrian Fryd, Jed Melnick, Daniella Quitt, Marjorie Truwit, Jonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465771 465771 163 G3225 1:17:48 https://www.pli.edu/programs/securities-litigation/465770?tCode=WTC5_RSS01 Mediation Settlement (Dispute resolution) Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Multidistrict litigation Taken from the Web Program Recorded April 27, 2026 in New YorkSeeking Resolution: Strategies in Mediation and Settlement of the Securities Case [01:17:48]Panelists will discuss mediation and settlement of a civil securities matter. After completing this session, participants will be able to:Understand mediation techniquesImplement settlement strategiesEffectively use damages expertsRecognize D&O liability issuesPanel Leader: Jed D. MelnickPanelists: Brian Fryd, Daniella Quitt, Marjorie Truwit, Jonathan K. YoungwoodPresentation MaterialMediation and SettlementBrian Fryd, Jed Melnick, Daniella Quitt, Marjorie Truwit, Jonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465770 465770 25 G3225 1:17:07 https://www.pli.edu/programs/securities-litigation/465779?tCode=WTC5_RSS01 Class actions Motions (Litigation) Securities litigation Expert witnesses Multidistrict litigation Taken from the Web Program Recorded April 27, 2026 in New YorkProsecuting and Defending the Civil Action: Class Certification and Experts in Securities Litigation [01:02:00]Panelists will discuss class certification and expert discovery in a civil securities matter. After completing this session, participants will be able to:Follow recent developments in class certification standardsSelect, prepare, and present an expertPanel Leader: Jonathan K. YoungwoodPanelists: Kristina A. Bunting, Joni Jacobsen, Geoffrey J. Ritts, Carol VillegasPresentation MaterialProsecuting and Defending the Civil Action: Class Certification and Experts in Securities LitigationKristina A. Bunting, Joni Jacobsen, Geoffrey J. Ritts, Carol Villegas, Jonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465779 465779 25 G3225 1:02:00 https://www.pli.edu/programs/securities-litigation/465778?tCode=WTC5_RSS01 Class actions Motions (Litigation) Securities litigation Expert witnesses Multidistrict litigation Taken from the Web Program Recorded April 27, 2026 in New YorkProsecuting and Defending the Civil Action: Class Certification and Experts in Securities Litigation [01:02:00]Panelists will discuss class certification and expert discovery in a civil securities matter. After completing this session, participants will be able to:Follow recent developments in class certification standardsSelect, prepare, and present an expertPanel Leader: Jonathan K. YoungwoodPanelists: Kristina A. Bunting, Joni Jacobsen, Geoffrey J. Ritts, Carol VillegasPresentation MaterialProsecuting and Defending the Civil Action: Class Certification and Experts in Securities LitigationKristina A. Bunting, Joni Jacobsen, Geoffrey J. Ritts, Carol Villegas, Jonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465778 465778 98 G3225 1:02:42 https://www.pli.edu/programs/securities-litigation/465780?tCode=WTC5_RSS01 Class actions Motions (Litigation) Securities litigation Expert witnesses Multidistrict litigation Taken from the Web Program Recorded April 27, 2026 in New YorkProsecuting and Defending the Civil Action: Class Certification and Experts in Securities Litigation [01:02:00]Panelists will discuss class certification and expert discovery in a civil securities matter. After completing this session, participants will be able to:Follow recent developments in class certification standardsSelect, prepare, and present an expertPanel Leader: Jonathan K. YoungwoodPanelists: Kristina A. Bunting, Joni Jacobsen, Geoffrey J. Ritts, Carol VillegasPresentation MaterialProsecuting and Defending the Civil Action: Class Certification and Experts in Securities LitigationKristina A. Bunting, Joni Jacobsen, Geoffrey J. Ritts, Carol Villegas, Jonathan K. YoungwoodHandling a Securities Case 2026: From Investigation to Trial (Hypo Handout)Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465780 465780 163 G3225 1:02:42 https://www.pli.edu/programs/expert-witness/chb/442845?tCode=WTC5_RSS01 Practice skills (Litigation) Witness preparation Expert witnesses Daubert standard For many attorneys, searching for, retaining, using and examining expert witnesses can be a daunting experience. Don’t miss out on the critical benefits conferred by the effective use of expert witnesses in complex litigation. Our faculty of experienced litigators and expert witnesses will demystify the challenges of selecting, preparing, and using experts. You will come away with practical tools to handle the myriad of issues involved with expert witness preparation and testimony. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442845 442845 28 G3090 0:00:00 https://www.pli.edu/programs/expert-witness/chb/442846?tCode=WTC5_RSS01 Practice skills (Litigation) Witness preparation Expert witnesses Daubert standard For many attorneys, searching for, retaining, using and examining expert witnesses can be a daunting experience. Don’t miss out on the critical benefits conferred by the effective use of expert witnesses in complex litigation. Our faculty of experienced litigators and expert witnesses will demystify the challenges of selecting, preparing, and using experts. You will come away with practical tools to handle the myriad of issues involved with expert witness preparation and testimony. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442846 442846 257 G3090 0:00:00 https://www.pli.edu/programs/enforcement/chb/444134?tCode=WTC5_RSS01 Government investigations (Data breach) Litigation Regulation, compliance, and enforcement (Securities and other financial products) The current administration has brought a significant change to our economic, business and regulatory regimes in general, and in enforcement efforts in particular. This unique program now in its twelfth year brings together panels of senior staff from the various enforcement and regulatory agencies. Over the years these agencies have included the U.S. Department of Justice, including local U.S. Attorney’s Offices, U.S. Securities and Exchange Commission, U.S. Federal Trade Commission, U.S. Commodity Futures Trading Commission, U.S. Department of the Treasury, New York State Department of Financial Services, U.S. Department of State, Public Company Accounting Oversight Board, New York State Attorney General’s Office, New Jersey Attorney General’s Office, and FINRA. Moderated by law firm enforcement practitioners, many of whom previously served in senior government positions, the panels will discuss the first year of enforcement in the current administration, agency priorities, how the agencies are working together, and offer best practices for working with the government in today’s continually changing enforcement environment.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444134 444134 28 G3087 0:00:00 https://www.pli.edu/programs/enforcement/chb/444135?tCode=WTC5_RSS01 Government investigations (Data breach) Litigation Regulation, compliance, and enforcement (Securities and other financial products) The current administration has brought a significant change to our economic, business and regulatory regimes in general, and in enforcement efforts in particular. This unique program now in its twelfth year brings together panels of senior staff from the various enforcement and regulatory agencies. Over the years these agencies have included the U.S. Department of Justice, including local U.S. Attorney’s Offices, U.S. Securities and Exchange Commission, U.S. Federal Trade Commission, U.S. Commodity Futures Trading Commission, U.S. Department of the Treasury, New York State Department of Financial Services, U.S. Department of State, Public Company Accounting Oversight Board, New York State Attorney General’s Office, New Jersey Attorney General’s Office, and FINRA. Moderated by law firm enforcement practitioners, many of whom previously served in senior government positions, the panels will discuss the first year of enforcement in the current administration, agency priorities, how the agencies are working together, and offer best practices for working with the government in today’s continually changing enforcement environment.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444135 444135 257 G3087 0:00:00 https://www.pli.edu/programs/coping-with-u.s.-export-controls-and-sanctions/444174?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Export controls Regulation, compliance, and enforcement (International law) Trade sanctions Cross-border transactions Over the last year, technology and AI controls on China have continued to evolve and geopolitical events have altered sanctions policies with regard to Russia, Iran, Venezuela and Cuba. These changes make it more important than ever for institutions in all sectors of the economy to stay on top of key developments. Companies and financial institutions must be aware of their compliance and disclosure obligations, enforcement trends and priorities, and emerging risks. Implementing and strengthening compliance programs is an increasingly important priority in all industries. For over 30 years, PLI’s Coping with U.S. Export Controls and Sanctions has been the go-to program on trade control laws and regulations. The program enables attendees to “get inside” international trade controls through give-and-take among key officials from the government agencies that regulate cross-border trade and investment, experienced company managers, and top lawyers in the field.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444174 444174 3 G3073 2026-12-17T21:15:00Z 7:25:25 Washington DC USA https://www.pli.edu/programs/coping-with-u.s.-export-controls-and-sanctions/444175?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Export controls Regulation, compliance, and enforcement (International law) Trade sanctions Cross-border transactions Over the last year, technology and AI controls on China have continued to evolve and geopolitical events have altered sanctions policies with regard to Russia, Iran, Venezuela and Cuba. These changes make it more important than ever for institutions in all sectors of the economy to stay on top of key developments. Companies and financial institutions must be aware of their compliance and disclosure obligations, enforcement trends and priorities, and emerging risks. Implementing and strengthening compliance programs is an increasingly important priority in all industries. For over 30 years, PLI’s Coping with U.S. Export Controls and Sanctions has been the go-to program on trade control laws and regulations. The program enables attendees to “get inside” international trade controls through give-and-take among key officials from the government agencies that regulate cross-border trade and investment, experienced company managers, and top lawyers in the field.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444175 444175 13 G3073 2026-12-17T21:15:00Z 7:25:25 Washington DC USA https://www.pli.edu/programs/fundamentals-of-privacy-law/442228?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) It used to be that only “death and taxes” were inevitable, but for attorneys these days, add to that list, “Privacy.” This program will give general practitioners, litigators, corporate counsel, and transactional attorneys a solid grounding in how privacy rules intersect with other practice areas. We will also introduce the basics of security obligations for personal information and regulatory enforcement. At the conclusion of this fundamentals program, you will know where to start when your client asks that privacy law question, you will recognize when privacy impacts a transaction, and you will understand how “PII” definitions vary around the world. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442228 442228 3 G3007 2026-12-16T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/fundamentals-of-privacy-law/442229?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) It used to be that only “death and taxes” were inevitable, but for attorneys these days, add to that list, “Privacy.” This program will give general practitioners, litigators, corporate counsel, and transactional attorneys a solid grounding in how privacy rules intersect with other practice areas. We will also introduce the basics of security obligations for personal information and regulatory enforcement. At the conclusion of this fundamentals program, you will know where to start when your client asks that privacy law question, you will recognize when privacy impacts a transaction, and you will understand how “PII” definitions vary around the world. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442229 442229 13 G3007 2026-12-16T22:00:00Z 8:02:40 New York NY USA https://www.pli.edu/programs/generative-and-other-ai-in-criminal-investigations-and-proceedings--part-one/475618?tCode=WTC5_RSS01 Fourth Amendment Criminal litigation Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) The first of this two-part Briefing will examine the increasing use of artificial intelligence (AI) in all its “flavors,” including generative AI (Gen AI), in the investigation of crimes as well as the prosecution and defense of those crimes. The Briefing will address constitutional as well as other topics arising from the use of these technologies. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 475618 475618 83 G5885 2026-12-16T19:00:00Z 1:00:20 New York NY USA https://www.pli.edu/programs/global-ip-spotlight--south-korea/459697?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Technology Artificial intelligence The Global IP Spotlight Studio Briefing series features international intellectual property law experts sharing informative insights for experienced IP lawyers with an internationally focused IP practice. Hosted by Prof. Daryl Lim of Penn State Dickinson Law, each episode addresses IP law issues as they relate to specific regions, institutions or initiatives of note in the global IP law arena.This episode features leading South Korean IP counsel from government, the Court and private practice, addressing key IP law developments in the Republic of Korea, including the establishment of its Ministry of Intellectual Property, the AI Basic Act and how Korean IP litigation and enforcement operates, including in cross-border disputes.PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459697 459697 32 G5711 1:10:02 https://www.pli.edu/programs/family-preparedness-planning-for-immigrant-communities/458205?tCode=WTC5_RSS01 Family law Guardianship (Family law) Immigration and naturalization Litigation Public interest law and pro bono Gain insight into the current process around immigration enforcement and the challenges faced by families during the separations caused by these enforcement actions. Understand the importance of preparing families who may face sudden separation, whether caused by immigration enforcement or other circumstances. Learn how to help your client develop long-term and short-term plans for their child that are tailored to their goals and situation. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458205 458205 32 G5677 0:59:46 https://www.pli.edu/programs/where-water-law-and-policy-intersect-how-strict-limitations-on-water-agency-revenues-impact-society-and-the-environment/459215?tCode=WTC5_RSS01 Environmental law Public utilities (Municipal law) Recently, the City of San Diego was hit with nearly $100 Million in damages because a court found that their rates for water service were disproportionate to higher-volume single family residential customers. This holding is the result of a strict and at times ambiguous legal framework. This 1-hour program will provide participants with an in-depth look at the legal framework governing water rate setting, and the tension between these rules, limitations, and legal interpretations and accomplishing important statewide policy objectives such as environmental protection, water conservation, and affordable access to water. PLI’s Studio Briefings are on-demand video CLE programs that feature an intimate and engaging round table discussion format with legal and industry experts addressing a range of topics. Visit our landing page for our library of PLI Studio Briefings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459215 459215 32 G5708 1:00:19 https://www.pli.edu/programs/advocating-for-justice-involved-veterans/466835?tCode=WTC5_RSS01 Health care Veterans' health Public interest law and pro bono Veterans (Public interest law and pro bono) Combat related disability Taken from the Web Program Recorded April 24, 2026 in San FranciscoAdvocating for Justice-Involved Veterans [01:02:26]After completing this program, participants will be able to:Understand the history, population, and current state of justice-involved veterans, including the interplay of military service, trauma, and criminality, as well as a review of resentencing laws and the Veteran Treatment Court modelRecognize several legal pathways available to assist justice-involved veterans, including appropriating VA benefits to family on the outside, addressing overpayments for veterans erroneously paid VA benefits while incarcerated, and accessing VA benefits claims help while incarcerated such as Compensation & Pension exams and Board of Veterans Appeals hearingsExamine potential legal and policy changes to alleviate the barriers justice-involved veterans face under the current VA benefits systemNina Capurso, Mary Donovan, Megan O’LearyPresentation MaterialAdditional ResourceNina Capurso, Mary Donovan, Megan O'LearyBreaking the Cycle of Veteran Incarceration and Homelessness: Emerging Community PracticesNina Capurso, Mary Donovan, Megan O'LearyInformation for Veterans: VA Benefits and IncarcerationNina Capurso, Mary Donovan, Megan O'Leary Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466835 466835 163 G5737 1:02:26 https://www.pli.edu/programs/advocating-for-justice-involved-veterans/466834?tCode=WTC5_RSS01 Health care Veterans' health Public interest law and pro bono Veterans (Public interest law and pro bono) Combat related disability Taken from the Web Program Recorded April 24, 2026 in San FranciscoAdvocating for Justice-Involved Veterans [01:02:26]After completing this program, participants will be able to:Understand the history, population, and current state of justice-involved veterans, including the interplay of military service, trauma, and criminality, as well as a review of resentencing laws and the Veteran Treatment Court modelRecognize several legal pathways available to assist justice-involved veterans, including appropriating VA benefits to family on the outside, addressing overpayments for veterans erroneously paid VA benefits while incarcerated, and accessing VA benefits claims help while incarcerated such as Compensation & Pension exams and Board of Veterans Appeals hearingsExamine potential legal and policy changes to alleviate the barriers justice-involved veterans face under the current VA benefits systemNina Capurso, Mary Donovan, Megan O’LearyPresentation MaterialAdditional ResourceNina Capurso, Mary Donovan, Megan O'LearyBreaking the Cycle of Veteran Incarceration and Homelessness: Emerging Community PracticesNina Capurso, Mary Donovan, Megan O'LearyInformation for Veterans: VA Benefits and IncarcerationNina Capurso, Mary Donovan, Megan O'Leary Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 466834 466834 98 G5737 1:02:26 https://www.pli.edu/programs/the-dojs-data-security-program-post-compliance-enforcement-risks-for-life-sciences-companies/467497?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Regulation, compliance, and enforcement (Cybersecurity and data protection) Life sciences Regulation, compliance, and enforcement (Life sciences) Taken from the Web Program Recorded April 23, 2026 in San FranciscoThe DOJ’s Data Security Program: Overview and Considerations for Life Sciences Companies [01:02:43]After completing this program, participants will be able to:Describe the current framework of the DSP. Recognize key DSP exemptions for the life sciences industry. Identify common DSP compliance considerations.Megan Doyle, Amy Leiser, Tyng Loh, Julia F. PostPresentation MaterialDOJ Issues Final Rule - Executive OrderMegan Doyle, Amy Leiser, Tyng Loh, Julia F. Post Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467497 467497 163 G5779 1:02:43 https://www.pli.edu/programs/the-dojs-data-security-program-post-compliance-enforcement-risks-for-life-sciences-companies/467499?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Regulation, compliance, and enforcement (Cybersecurity and data protection) Life sciences Regulation, compliance, and enforcement (Life sciences) Taken from the Web Program Recorded April 23, 2026 in San FranciscoThe DOJ’s Data Security Program: Overview and Considerations for Life Sciences Companies [01:02:43]After completing this program, participants will be able to:Describe the current framework of the DSP. Recognize key DSP exemptions for the life sciences industry. Identify common DSP compliance considerations.Megan Doyle, Amy Leiser, Tyng Loh, Julia F. PostPresentation MaterialDOJ Issues Final Rule - Executive OrderMegan Doyle, Amy Leiser, Tyng Loh, Julia F. Post Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 467499 467499 98 G5779 1:02:43 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/465511?tCode=WTC5_RSS01 Corporate tax International tax Cross-border transactions Tax Taken from the Web Program Recorded April 23, 2026 in New YorkInternational Taxation and the Corporate Alternative Minimum Tax (CAMT) [01:03:51]Just when you think you are beginning to understand CAMT, you will find that the international rules apply in ways at once familiar and yet also entirely novel (and strange). This panel will discuss issues facing foreign-parented multinational groups (FPMGs), the application of Subpart F and GILTI, CAMT foreign tax credits, and the interaction of CAMT with Pillar 2. After completing this session, participants will be able to:Identify situations where FPMGs are subject to CAMTRecognize the novel ways CAMT rules apply in the cross-border contextAdvise CAMT entities (or clients interacting with CAMT entities) on transactions implicating the outbound and inbound CAMT rulesAlec J. Jarvis, Julia H. Skubis Weber, Brett YorkThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:KPMG LLP, TaxNewsFlash Report, CAMT Caution Advised for Applicable Corporations After “Favorable” OBBB and Notice 2025-28 Changes, No. 2025-231 (July 29, 2025)Monisha SantamariaPresentation MaterialInternational Taxation and the Corporate Alternative Minimum Tax (CAMT)Alec J. Jarvis, Julia H. Skubis Weber, Brett York Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465511 465511 98 G5316 1:03:51 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/465512?tCode=WTC5_RSS01 Corporate tax International tax Cross-border transactions Tax Taken from the Web Program Recorded April 23, 2026 in New YorkInternational Taxation and the Corporate Alternative Minimum Tax (CAMT) [01:03:51]Just when you think you are beginning to understand CAMT, you will find that the international rules apply in ways at once familiar and yet also entirely novel (and strange). This panel will discuss issues facing foreign-parented multinational groups (FPMGs), the application of Subpart F and GILTI, CAMT foreign tax credits, and the interaction of CAMT with Pillar 2. After completing this session, participants will be able to:Identify situations where FPMGs are subject to CAMTRecognize the novel ways CAMT rules apply in the cross-border contextAdvise CAMT entities (or clients interacting with CAMT entities) on transactions implicating the outbound and inbound CAMT rulesAlec J. Jarvis, Julia H. Skubis Weber, Brett YorkThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:KPMG LLP, TaxNewsFlash Report, CAMT Caution Advised for Applicable Corporations After “Favorable” OBBB and Notice 2025-28 Changes, No. 2025-231 (July 29, 2025)Monisha SantamariaPresentation MaterialInternational Taxation and the Corporate Alternative Minimum Tax (CAMT)Alec J. Jarvis, Julia H. Skubis Weber, Brett York Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465512 465512 25 G5316 1:03:10 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/465510?tCode=WTC5_RSS01 Corporate tax International tax Cross-border transactions Tax Taken from the Web Program Recorded April 23, 2026 in New YorkInternational Taxation and the Corporate Alternative Minimum Tax (CAMT) [01:03:51]Just when you think you are beginning to understand CAMT, you will find that the international rules apply in ways at once familiar and yet also entirely novel (and strange). This panel will discuss issues facing foreign-parented multinational groups (FPMGs), the application of Subpart F and GILTI, CAMT foreign tax credits, and the interaction of CAMT with Pillar 2. After completing this session, participants will be able to:Identify situations where FPMGs are subject to CAMTRecognize the novel ways CAMT rules apply in the cross-border contextAdvise CAMT entities (or clients interacting with CAMT entities) on transactions implicating the outbound and inbound CAMT rulesAlec J. Jarvis, Julia H. Skubis Weber, Brett YorkThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:KPMG LLP, TaxNewsFlash Report, CAMT Caution Advised for Applicable Corporations After “Favorable” OBBB and Notice 2025-28 Changes, No. 2025-231 (July 29, 2025)Monisha SantamariaPresentation MaterialInternational Taxation and the Corporate Alternative Minimum Tax (CAMT)Alec J. Jarvis, Julia H. Skubis Weber, Brett York Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465510 465510 163 G5316 1:03:51 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/465509?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax Tax planning and strategy Taken from the Web Program Recorded April 23, 2026 in New YorkCorporate Alternative Minimum Tax (CAMT) and M&A [01:01:22]The ground rules for corporate M&A are different under CAMT than under regular income tax rules, in surprising and unintuitive ways. This session will address the CAMT rules for taxable and tax-free corporate M&A transactions, including Section 351 transactions, reorganizations, and spin-offs. After completing this session, participants will be able to:Understand when and how corporate nonrecognition rules apply under CAMTRecognize the critical issues in transactions with CAMT entitiesAdvise CAMT entities in planning corporate M&A transactionsKevin M. Jacobs, Marie C. Milnes-Vasquez, Deborah L. PaulThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Interim Guidance Regarding the Application of the Corporate Alternative Minimum Tax to Domestic Corporations, Notice 2025-46Deborah L. PaulNew York State Bar Association, Tax Section, Report No. 1506—Report on Proposed Regulations on the Corporate Alternative Minimum Tax (January 13, 2025)Deborah L. PaulPresentation MaterialCAMT and M&AKevin M. Jacobs, Marie C. Milnes-Vasquez, Deborah L. Paul Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465509 465509 25 G5316 1:01:22 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/465507?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax Tax planning and strategy Taken from the Web Program Recorded April 23, 2026 in New YorkCorporate Alternative Minimum Tax (CAMT) and M&A [01:01:22]The ground rules for corporate M&A are different under CAMT than under regular income tax rules, in surprising and unintuitive ways. This session will address the CAMT rules for taxable and tax-free corporate M&A transactions, including Section 351 transactions, reorganizations, and spin-offs. After completing this session, participants will be able to:Understand when and how corporate nonrecognition rules apply under CAMTRecognize the critical issues in transactions with CAMT entitiesAdvise CAMT entities in planning corporate M&A transactionsKevin M. Jacobs, Marie C. Milnes-Vasquez, Deborah L. PaulThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Interim Guidance Regarding the Application of the Corporate Alternative Minimum Tax to Domestic Corporations, Notice 2025-46Deborah L. PaulNew York State Bar Association, Tax Section, Report No. 1506—Report on Proposed Regulations on the Corporate Alternative Minimum Tax (January 13, 2025)Deborah L. PaulPresentation MaterialCAMT and M&AKevin M. Jacobs, Marie C. Milnes-Vasquez, Deborah L. Paul Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465507 465507 163 G5316 1:02:04 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/465508?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax Tax planning and strategy Taken from the Web Program Recorded April 23, 2026 in New YorkCorporate Alternative Minimum Tax (CAMT) and M&A [01:01:22]The ground rules for corporate M&A are different under CAMT than under regular income tax rules, in surprising and unintuitive ways. This session will address the CAMT rules for taxable and tax-free corporate M&A transactions, including Section 351 transactions, reorganizations, and spin-offs. After completing this session, participants will be able to:Understand when and how corporate nonrecognition rules apply under CAMTRecognize the critical issues in transactions with CAMT entitiesAdvise CAMT entities in planning corporate M&A transactionsKevin M. Jacobs, Marie C. Milnes-Vasquez, Deborah L. PaulThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Interim Guidance Regarding the Application of the Corporate Alternative Minimum Tax to Domestic Corporations, Notice 2025-46Deborah L. PaulNew York State Bar Association, Tax Section, Report No. 1506—Report on Proposed Regulations on the Corporate Alternative Minimum Tax (January 13, 2025)Deborah L. PaulPresentation MaterialCAMT and M&AKevin M. Jacobs, Marie C. Milnes-Vasquez, Deborah L. Paul Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465508 465508 98 G5316 1:02:04 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/465521?tCode=WTC5_RSS01 Financial accounting Corporate tax Tax Income tax Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded April 23, 2026 in New YorkCorporate Alternative Minimum Tax (CAMT): Reconciling Tax and Financial Accounting Principles [01:01:16]CAMT is an entirely new basis for income taxation. This session will address the origins of CAMT, the critical differences between income tax and financial accounting principles (e.g., Moore and realization; General Utilities repeal; Kimbell-Diamond pre-emption; Moline Properties; principles of administrability; GAAP/IFRS principles) and how the CAMT provisions in the Code and the proposed regulations bridge (or attempt to bridge) those differences. After completing this session, participants will be able to:Understand the origins of CAMTHave a stronger intuition for CAMT’s applicationAdvise clients on new and potentially as-yet unknown CAMT issuesMatthew J. Donnelly, Timothy “Tim” PowellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:EY, IRS Issues Additional Interim Guidance That Adds Flexibility on Relying on the Corporate Alternative Minimum Tax Guidance (October 23, 2025)Timothy PowellPresentation MaterialReconciling Tax and Financial Accounting SystemsMatthew J. Donnelly, Timothy Powell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465521 465521 25 G5316 1:01:17 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/465519?tCode=WTC5_RSS01 Financial accounting Corporate tax Tax Income tax Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded April 23, 2026 in New YorkCorporate Alternative Minimum Tax (CAMT): Reconciling Tax and Financial Accounting Principles [01:01:16]CAMT is an entirely new basis for income taxation. This session will address the origins of CAMT, the critical differences between income tax and financial accounting principles (e.g., Moore and realization; General Utilities repeal; Kimbell-Diamond pre-emption; Moline Properties; principles of administrability; GAAP/IFRS principles) and how the CAMT provisions in the Code and the proposed regulations bridge (or attempt to bridge) those differences. After completing this session, participants will be able to:Understand the origins of CAMTHave a stronger intuition for CAMT’s applicationAdvise clients on new and potentially as-yet unknown CAMT issuesMatthew J. Donnelly, Timothy “Tim” PowellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:EY, IRS Issues Additional Interim Guidance That Adds Flexibility on Relying on the Corporate Alternative Minimum Tax Guidance (October 23, 2025)Timothy PowellPresentation MaterialReconciling Tax and Financial Accounting SystemsMatthew J. Donnelly, Timothy Powell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465519 465519 163 G5316 1:01:58 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/465520?tCode=WTC5_RSS01 Financial accounting Corporate tax Tax Income tax Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded April 23, 2026 in New YorkCorporate Alternative Minimum Tax (CAMT): Reconciling Tax and Financial Accounting Principles [01:01:16]CAMT is an entirely new basis for income taxation. This session will address the origins of CAMT, the critical differences between income tax and financial accounting principles (e.g., Moore and realization; General Utilities repeal; Kimbell-Diamond pre-emption; Moline Properties; principles of administrability; GAAP/IFRS principles) and how the CAMT provisions in the Code and the proposed regulations bridge (or attempt to bridge) those differences. After completing this session, participants will be able to:Understand the origins of CAMTHave a stronger intuition for CAMT’s applicationAdvise clients on new and potentially as-yet unknown CAMT issuesMatthew J. Donnelly, Timothy “Tim” PowellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:EY, IRS Issues Additional Interim Guidance That Adds Flexibility on Relying on the Corporate Alternative Minimum Tax Guidance (October 23, 2025)Timothy PowellPresentation MaterialReconciling Tax and Financial Accounting SystemsMatthew J. Donnelly, Timothy Powell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465520 465520 98 G5316 1:01:58 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/465515?tCode=WTC5_RSS01 Corporate tax Partnership tax Passthroughs (Tax) Regulation, compliance, and enforcement (Tax) Tax planning and strategy Taken from the Web Program Recorded April 23, 2026 in New YorkPartnerships under the Corporate Alternative Minimum Tax (CAMT) [01:00:56]Partnerships create numerous challenges for corporations subject to the Corporate Alternative Minimum Tax (CAMT). The complexity and flexibility inherent in a corporation’s Adjusted Financial Statement Income (AFSI) inclusion regarding partnership investments are significant. This session will center on Notice 2025-28, which offers interim guidance intended to "simplify" the application of the CAMT to partnerships and their partners. Upon completing this session, participants will be able to: Grasp the array of choices regarding the treatment of a partnership investment for CAMT purposes after Notice 2025-28 Understand the top-down election, taxable-income election, and the modified -20 method Identify some of the complex calculations, often involving the creation of parallel CAMT books, required by provisions in Notice 2025-28 Sarah R. Haradon, Monisha Santamaria, Eric B. Sloan The purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York State Bar Association, Tax Section, Report No. 1482—Report on Selected International Issues Relating to the Corporate Alternative Minimum Tax (October 12, 2023)Matthew J Donnelly,Tijana J DvornicNew York State Bar Association, Tax Section, Report No. 1506—Report on Proposed Regulations on the Corporate Alternative Minimum Tax (January 13, 2025)Deborah L. PaulPresentation MaterialPartnerships under the Corporate Alternative Minimum Tax (CAMT)Sarah R. Haradon, Monisha Santamaria, Eric B. Sloan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465515 465515 25 G5316 1:00:56 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/465513?tCode=WTC5_RSS01 Corporate tax Partnership tax Passthroughs (Tax) Regulation, compliance, and enforcement (Tax) Tax planning and strategy Taken from the Web Program Recorded April 23, 2026 in New YorkPartnerships under the Corporate Alternative Minimum Tax (CAMT) [01:00:56]Partnerships create numerous challenges for corporations subject to the Corporate Alternative Minimum Tax (CAMT). The complexity and flexibility inherent in a corporation’s Adjusted Financial Statement Income (AFSI) inclusion regarding partnership investments are significant. This session will center on Notice 2025-28, which offers interim guidance intended to "simplify" the application of the CAMT to partnerships and their partners. Upon completing this session, participants will be able to: Grasp the array of choices regarding the treatment of a partnership investment for CAMT purposes after Notice 2025-28 Understand the top-down election, taxable-income election, and the modified -20 method Identify some of the complex calculations, often involving the creation of parallel CAMT books, required by provisions in Notice 2025-28 Sarah R. Haradon, Monisha Santamaria, Eric B. Sloan The purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York State Bar Association, Tax Section, Report No. 1482—Report on Selected International Issues Relating to the Corporate Alternative Minimum Tax (October 12, 2023)Matthew J Donnelly,Tijana J DvornicNew York State Bar Association, Tax Section, Report No. 1506—Report on Proposed Regulations on the Corporate Alternative Minimum Tax (January 13, 2025)Deborah L. PaulPresentation MaterialPartnerships under the Corporate Alternative Minimum Tax (CAMT)Sarah R. Haradon, Monisha Santamaria, Eric B. Sloan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465513 465513 163 G5316 1:01:38 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/465514?tCode=WTC5_RSS01 Corporate tax Partnership tax Passthroughs (Tax) Regulation, compliance, and enforcement (Tax) Tax planning and strategy Taken from the Web Program Recorded April 23, 2026 in New YorkPartnerships under the Corporate Alternative Minimum Tax (CAMT) [01:00:56]Partnerships create numerous challenges for corporations subject to the Corporate Alternative Minimum Tax (CAMT). The complexity and flexibility inherent in a corporation’s Adjusted Financial Statement Income (AFSI) inclusion regarding partnership investments are significant. This session will center on Notice 2025-28, which offers interim guidance intended to "simplify" the application of the CAMT to partnerships and their partners. Upon completing this session, participants will be able to: Grasp the array of choices regarding the treatment of a partnership investment for CAMT purposes after Notice 2025-28 Understand the top-down election, taxable-income election, and the modified -20 method Identify some of the complex calculations, often involving the creation of parallel CAMT books, required by provisions in Notice 2025-28 Sarah R. Haradon, Monisha Santamaria, Eric B. Sloan The purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York State Bar Association, Tax Section, Report No. 1482—Report on Selected International Issues Relating to the Corporate Alternative Minimum Tax (October 12, 2023)Matthew J Donnelly,Tijana J DvornicNew York State Bar Association, Tax Section, Report No. 1506—Report on Proposed Regulations on the Corporate Alternative Minimum Tax (January 13, 2025)Deborah L. PaulPresentation MaterialPartnerships under the Corporate Alternative Minimum Tax (CAMT)Sarah R. Haradon, Monisha Santamaria, Eric B. Sloan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465514 465514 98 G5316 1:01:38 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/465517?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Accounting and financial reporting) Corporate tax Tax Regulation, compliance, and enforcement (Tax) Tax planning and strategy Taken from the Web Program Recorded April 23, 2026 in New YorkCorporate Alternative Minimum Tax (CAMT) Scope and Adjusted Financial Statement Income (AFSI) Overview [01:00:19]CAMT – in scope and application, is based on a CAMT entity’s applicable financial statement (AFS) and adjusted financial statement income (AFSI). This session will take a closer look at these concepts, addressing events and determinations that bring entities inside (and take entities outside) CAMT’s scope and material differences between AFSI and taxable income, including the absence of certain familiar deferral rules (Sections 1031, 1033, and 453), transactions among members of a consolidated group, and the treatment of certain non-ordinary course events (e.g., distressed entities). After completing this session, participants will be able to:Recite the differences between AFS and AFSIIdentify situations where a client may be subject to CAMTAdvise CAMT entities planning certain non-ordinary course transactionsAndrew T. Davis, Jameson S. Lloyd, Kara L. Mungovan, Timothy “Tim” Powell The purchase price of this Web Program segment includes the following article from the Course Handbook available online:EY, Global Tax Alert, Proposed CAMT Regulations Offer Some Clarification, but AFSI Adjustments Are Significantly ComplicatedTimothy PowellPresentation MaterialScope and Adjusted Financial Statement Income (AFSI) OverviewAndrew T. Davis, Jameson S. Lloyd, Kara L. Mungovan, Timothy Powell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465517 465517 98 G5316 1:00:19 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/465516?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Accounting and financial reporting) Corporate tax Tax Regulation, compliance, and enforcement (Tax) Tax planning and strategy Taken from the Web Program Recorded April 23, 2026 in New YorkCorporate Alternative Minimum Tax (CAMT) Scope and Adjusted Financial Statement Income (AFSI) Overview [01:00:19]CAMT – in scope and application, is based on a CAMT entity’s applicable financial statement (AFS) and adjusted financial statement income (AFSI). This session will take a closer look at these concepts, addressing events and determinations that bring entities inside (and take entities outside) CAMT’s scope and material differences between AFSI and taxable income, including the absence of certain familiar deferral rules (Sections 1031, 1033, and 453), transactions among members of a consolidated group, and the treatment of certain non-ordinary course events (e.g., distressed entities). After completing this session, participants will be able to:Recite the differences between AFS and AFSIIdentify situations where a client may be subject to CAMTAdvise CAMT entities planning certain non-ordinary course transactionsAndrew T. Davis, Jameson S. Lloyd, Kara L. Mungovan, Timothy “Tim” Powell The purchase price of this Web Program segment includes the following article from the Course Handbook available online:EY, Global Tax Alert, Proposed CAMT Regulations Offer Some Clarification, but AFSI Adjustments Are Significantly ComplicatedTimothy PowellPresentation MaterialScope and Adjusted Financial Statement Income (AFSI) OverviewAndrew T. Davis, Jameson S. Lloyd, Kara L. Mungovan, Timothy Powell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465516 465516 163 G5316 1:00:19 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/465518?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Accounting and financial reporting) Corporate tax Tax Regulation, compliance, and enforcement (Tax) Tax planning and strategy Taken from the Web Program Recorded April 23, 2026 in New YorkCorporate Alternative Minimum Tax (CAMT) Scope and Adjusted Financial Statement Income (AFSI) Overview [01:00:19]CAMT – in scope and application, is based on a CAMT entity’s applicable financial statement (AFS) and adjusted financial statement income (AFSI). This session will take a closer look at these concepts, addressing events and determinations that bring entities inside (and take entities outside) CAMT’s scope and material differences between AFSI and taxable income, including the absence of certain familiar deferral rules (Sections 1031, 1033, and 453), transactions among members of a consolidated group, and the treatment of certain non-ordinary course events (e.g., distressed entities). After completing this session, participants will be able to:Recite the differences between AFS and AFSIIdentify situations where a client may be subject to CAMTAdvise CAMT entities planning certain non-ordinary course transactionsAndrew T. Davis, Jameson S. Lloyd, Kara L. Mungovan, Timothy “Tim” Powell The purchase price of this Web Program segment includes the following article from the Course Handbook available online:EY, Global Tax Alert, Proposed CAMT Regulations Offer Some Clarification, but AFSI Adjustments Are Significantly ComplicatedTimothy PowellPresentation MaterialScope and Adjusted Financial Statement Income (AFSI) OverviewAndrew T. Davis, Jameson S. Lloyd, Kara L. Mungovan, Timothy Powell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465518 465518 25 G5316 0:59:37 https://www.pli.edu/programs/prison-law/465532?tCode=WTC5_RSS01 Litigation Civil rights litigation Prison litigation Public interest law and pro bono Taken from the Web Program Recorded April 23, 2026 in New YorkPrison Litigation Select Topics: Violence in Prisons and Officer Misconduct Transparency [01:01:14]This presentation will address violence and excessive force litigation and litigation seeking officer misconduct transparency and accountability. After this session, participants will be better able to:Focus on various means for seeking accountabilityIdentify best practices for transparency and reviewing misconduct and officer disciplinary dataConsider approaches for seeking records related to law enforcement misconductUnderstand litigation obstacles in excessive force cases and strategies to overcome themReview proving damages and use of experts in excessive force litigationMolly Biklen, Katherine RosenfeldThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Using Open Records Requests for Jail and Prisons (February 2026)Molly BiklenNew York Civil Liberties Union v. City of Rochester, 43 N.Y.3d 543 (2025)Molly BiklenProving Plaintiff’s Damages in Prison/Jail Excessive Force Cases (February 2026)Katherine RosenfeldAli v. Kipp, 891 F.3d 59 (2d Cir. 2018)Katherine RosenfeldExpert Report of Dr. Steven B. Bird, MD, FACEP, FACMT, McDay v. Eckert, et al., 20 Civ. 0233 (JLS) (JJM) (W.D.N.Y. 2025)Katherine RosenfeldExpert Report of Dr. Zhongxue Hua, M.D.- Ph.D., McDay v. Eckert, et al., 20 Civ. 0233 (JLS)(JJM) (W.D.N.Y. 2025)Katherine RosenfeldDaniel Selling, Psy.D., Forensic Psychological Asssement, Dante Taylor Evaluation, McDay v. Eckert, et al., 20 Civ. 0233 (JLS)(JJM) (W.D.N.Y. 2025)Katherine RosenfeldDr. Jesse L. Wobrock. Ph.D., Expert Report, Re: Bauer v. Iodice, et al. (December 22, 2023)Katherine RosenfeldPresentation Material2. Prison Litigation Select Topics: Violence in Prisons and Officer Misconduct Transparency (PowerPoint Slides)Molly Biklen, Katherine Rosenfeld Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465532 465532 98 G3146 1:01:14 https://www.pli.edu/programs/prison-law/465534?tCode=WTC5_RSS01 Litigation Civil rights litigation Prison litigation Public interest law and pro bono Taken from the Web Program Recorded April 23, 2026 in New YorkPrison Litigation Select Topics: Violence in Prisons and Officer Misconduct Transparency [01:01:14]This presentation will address violence and excessive force litigation and litigation seeking officer misconduct transparency and accountability. After this session, participants will be better able to:Focus on various means for seeking accountabilityIdentify best practices for transparency and reviewing misconduct and officer disciplinary dataConsider approaches for seeking records related to law enforcement misconductUnderstand litigation obstacles in excessive force cases and strategies to overcome themReview proving damages and use of experts in excessive force litigationMolly Biklen, Katherine RosenfeldThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Using Open Records Requests for Jail and Prisons (February 2026)Molly BiklenNew York Civil Liberties Union v. City of Rochester, 43 N.Y.3d 543 (2025)Molly BiklenProving Plaintiff’s Damages in Prison/Jail Excessive Force Cases (February 2026)Katherine RosenfeldAli v. Kipp, 891 F.3d 59 (2d Cir. 2018)Katherine RosenfeldExpert Report of Dr. Steven B. Bird, MD, FACEP, FACMT, McDay v. Eckert, et al., 20 Civ. 0233 (JLS) (JJM) (W.D.N.Y. 2025)Katherine RosenfeldExpert Report of Dr. Zhongxue Hua, M.D.- Ph.D., McDay v. Eckert, et al., 20 Civ. 0233 (JLS)(JJM) (W.D.N.Y. 2025)Katherine RosenfeldDaniel Selling, Psy.D., Forensic Psychological Asssement, Dante Taylor Evaluation, McDay v. Eckert, et al., 20 Civ. 0233 (JLS)(JJM) (W.D.N.Y. 2025)Katherine RosenfeldDr. Jesse L. Wobrock. Ph.D., Expert Report, Re: Bauer v. Iodice, et al. (December 22, 2023)Katherine RosenfeldPresentation Material2. Prison Litigation Select Topics: Violence in Prisons and Officer Misconduct Transparency (PowerPoint Slides)Molly Biklen, Katherine Rosenfeld Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465534 465534 163 G3146 1:01:14 https://www.pli.edu/programs/prison-law/465533?tCode=WTC5_RSS01 Litigation Civil rights litigation Prison litigation Public interest law and pro bono Taken from the Web Program Recorded April 23, 2026 in New YorkPrison Litigation Select Topics: Violence in Prisons and Officer Misconduct Transparency [01:01:14]This presentation will address violence and excessive force litigation and litigation seeking officer misconduct transparency and accountability. After this session, participants will be better able to:Focus on various means for seeking accountabilityIdentify best practices for transparency and reviewing misconduct and officer disciplinary dataConsider approaches for seeking records related to law enforcement misconductUnderstand litigation obstacles in excessive force cases and strategies to overcome themReview proving damages and use of experts in excessive force litigationMolly Biklen, Katherine RosenfeldThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Using Open Records Requests for Jail and Prisons (February 2026)Molly BiklenNew York Civil Liberties Union v. City of Rochester, 43 N.Y.3d 543 (2025)Molly BiklenProving Plaintiff’s Damages in Prison/Jail Excessive Force Cases (February 2026)Katherine RosenfeldAli v. Kipp, 891 F.3d 59 (2d Cir. 2018)Katherine RosenfeldExpert Report of Dr. Steven B. Bird, MD, FACEP, FACMT, McDay v. Eckert, et al., 20 Civ. 0233 (JLS) (JJM) (W.D.N.Y. 2025)Katherine RosenfeldExpert Report of Dr. Zhongxue Hua, M.D.- Ph.D., McDay v. Eckert, et al., 20 Civ. 0233 (JLS)(JJM) (W.D.N.Y. 2025)Katherine RosenfeldDaniel Selling, Psy.D., Forensic Psychological Asssement, Dante Taylor Evaluation, McDay v. Eckert, et al., 20 Civ. 0233 (JLS)(JJM) (W.D.N.Y. 2025)Katherine RosenfeldDr. Jesse L. Wobrock. Ph.D., Expert Report, Re: Bauer v. Iodice, et al. (December 22, 2023)Katherine RosenfeldPresentation Material2. Prison Litigation Select Topics: Violence in Prisons and Officer Misconduct Transparency (PowerPoint Slides)Molly Biklen, Katherine Rosenfeld Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465533 465533 25 G3146 1:00:33 https://www.pli.edu/programs/prison-law/465523?tCode=WTC5_RSS01 Incarcerated individuals Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Public interest law and pro bono Taken from the Web Program Recorded April 23, 2026 in New YorkEthical Considerations When Representing Incarcerated Clients [01:01:32]This presentation will review ethical issues that can arise when working with incarcerated clients. After completing this session, participants will be able to:Identify sources of ethical guidance and best practices for when potential ethical issues ariseReview fundamental confidentiality, communication, and conflict obligationsConsider best practices for protecting confidential communications when clients are incarceratedUnderstand ethical issues that can arise and best practices when family members or others communicate with counselFocus on limited scope opportunities and obligationsClaire E. James, Stephanie TaylorThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics of Working with Incarcerated Clients (February 2026)Stephanie TaylorEthics of Working with Incarcerated Clients Hypos & Answers (February 2026)Stephanie TaylorPresentation Material5. Ethical Considerations When Representing Incarcerated Clients (PowerPoint Slides)Claire E. James, Stephanie Taylor Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465523 465523 98 G3146 1:01:32 https://www.pli.edu/programs/prison-law/465525?tCode=WTC5_RSS01 Incarcerated individuals Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Public interest law and pro bono Taken from the Web Program Recorded April 23, 2026 in New YorkEthical Considerations When Representing Incarcerated Clients [01:01:32]This presentation will review ethical issues that can arise when working with incarcerated clients. After completing this session, participants will be able to:Identify sources of ethical guidance and best practices for when potential ethical issues ariseReview fundamental confidentiality, communication, and conflict obligationsConsider best practices for protecting confidential communications when clients are incarceratedUnderstand ethical issues that can arise and best practices when family members or others communicate with counselFocus on limited scope opportunities and obligationsClaire E. James, Stephanie TaylorThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics of Working with Incarcerated Clients (February 2026)Stephanie TaylorEthics of Working with Incarcerated Clients Hypos & Answers (February 2026)Stephanie TaylorPresentation Material5. Ethical Considerations When Representing Incarcerated Clients (PowerPoint Slides)Claire E. James, Stephanie Taylor Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465525 465525 163 G3146 1:01:32 https://www.pli.edu/programs/prison-law/465524?tCode=WTC5_RSS01 Incarcerated individuals Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Public interest law and pro bono Taken from the Web Program Recorded April 23, 2026 in New YorkEthical Considerations When Representing Incarcerated Clients [01:01:32]This presentation will review ethical issues that can arise when working with incarcerated clients. After completing this session, participants will be able to:Identify sources of ethical guidance and best practices for when potential ethical issues ariseReview fundamental confidentiality, communication, and conflict obligationsConsider best practices for protecting confidential communications when clients are incarceratedUnderstand ethical issues that can arise and best practices when family members or others communicate with counselFocus on limited scope opportunities and obligationsClaire E. James, Stephanie TaylorThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics of Working with Incarcerated Clients (February 2026)Stephanie TaylorEthics of Working with Incarcerated Clients Hypos & Answers (February 2026)Stephanie TaylorPresentation Material5. Ethical Considerations When Representing Incarcerated Clients (PowerPoint Slides)Claire E. James, Stephanie Taylor Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465524 465524 25 G3146 1:00:50 https://www.pli.edu/programs/prison-law/465526?tCode=WTC5_RSS01 Incarcerated individuals Litigation Civil rights litigation Public interest law and pro bono Taken from the Web Program Recorded April 23, 2026 in New YorkLitigating Religious Accommodations in Prisons [01:01:15]This presentation will address religious accommodations in prisons and protections for incarcerated persons. After this session, participants will be able to:Consider key sources of protections for religious exercise in prisonsIdentify best practices for litigating religion casesReview discovery fundamentals for such casesUnderstand settlement goals of both sidesProf. Jared A. Goldstein, Alexandra Morgan-KurtzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:United States Department of Justice, Statement of the Department of Justice on the Institutionalized Persons Provisions of the Religious Land Use and Institutionalized Persons Act (RLUIPA) (2017)Jared A. GoldsteinPresentation Material4. Religious Freedom in Prison: Litigating Claims Under the Religious Land Use and Institutionalized Persons Act (RLUIPA) (PowerPoint Slides)Jared A. Goldstein, Alexandra Morgan-Kurtz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465526 465526 98 G3146 1:01:15 https://www.pli.edu/programs/prison-law/465527?tCode=WTC5_RSS01 Incarcerated individuals Litigation Civil rights litigation Public interest law and pro bono Taken from the Web Program Recorded April 23, 2026 in New YorkLitigating Religious Accommodations in Prisons [01:01:15]This presentation will address religious accommodations in prisons and protections for incarcerated persons. After this session, participants will be able to:Consider key sources of protections for religious exercise in prisonsIdentify best practices for litigating religion casesReview discovery fundamentals for such casesUnderstand settlement goals of both sidesProf. Jared A. Goldstein, Alexandra Morgan-KurtzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:United States Department of Justice, Statement of the Department of Justice on the Institutionalized Persons Provisions of the Religious Land Use and Institutionalized Persons Act (RLUIPA) (2017)Jared A. GoldsteinPresentation Material4. Religious Freedom in Prison: Litigating Claims Under the Religious Land Use and Institutionalized Persons Act (RLUIPA) (PowerPoint Slides)Jared A. Goldstein, Alexandra Morgan-Kurtz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465527 465527 25 G3146 1:00:33 https://www.pli.edu/programs/prison-law/465528?tCode=WTC5_RSS01 Incarcerated individuals Litigation Civil rights litigation Public interest law and pro bono Taken from the Web Program Recorded April 23, 2026 in New YorkLitigating Religious Accommodations in Prisons [01:01:15]This presentation will address religious accommodations in prisons and protections for incarcerated persons. After this session, participants will be able to:Consider key sources of protections for religious exercise in prisonsIdentify best practices for litigating religion casesReview discovery fundamentals for such casesUnderstand settlement goals of both sidesProf. Jared A. Goldstein, Alexandra Morgan-KurtzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:United States Department of Justice, Statement of the Department of Justice on the Institutionalized Persons Provisions of the Religious Land Use and Institutionalized Persons Act (RLUIPA) (2017)Jared A. GoldsteinPresentation Material4. Religious Freedom in Prison: Litigating Claims Under the Religious Land Use and Institutionalized Persons Act (RLUIPA) (PowerPoint Slides)Jared A. Goldstein, Alexandra Morgan-Kurtz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465528 465528 163 G3146 1:01:15 https://www.pli.edu/programs/prison-law/465531?tCode=WTC5_RSS01 Incarcerated individuals Health care providers Litigation Practice skills (Litigation) Public interest law and pro bono Taken from the Web Program Recorded April 23, 2026 in New YorkPrison Medical Care and Compassionate Release [01:01:35]This presentation will address litigating medical care issues in prisons as well as compassionate release in the circumstance of serious medical conditions or advanced age. After completing this session, participants will be better able to:Navigate representation of incarcerated individuals and understand the following:The basics of prison medical careSituations involving complex medical needsTips for obtaining appropriate authorizations and directivesIdentify key issues and challenges for medical care cases for incarcerated clientsRecognize strategies for medical care claims on behalf of incarcerated individuals held in county, state, and federal facilitiesUnderstand an overview of federal and state compassionate release statutes and how they operateConsider common issues in representation and how to address themWorking with familiesSuggestions for local care facilitiesFocus on best practices for working with doctors and expert witnessesRupalee Rashatwar, Evangline WrightThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Amended Complaint, Cunningham v. York County, No. 3:25-cv-02163 (M.D. Pa. 2026)Evangeline WrightPetition of Ezra Bozeman for Medical Transfer Pursuant to 42 Pa.C.S.A. § 9777, Commonwealth of Pennsylvania v. Bozeman, No. CP-02-CR-0003632-1975 (Pa. 2024)Rupalee RashatwarFamilies Against Mandatory Minimums (FAMM), Compassionate Release and the First Step Act: Then and NowRupalee RashatwarFamilies Against Mandatory Minimums (FAMM), Compassionate Release State by State (April 2022)Rupalee RashatwarMary Price, Families Against Mandatory Minimums (FAMM), Everywhere and Nowhere: Compassionate Release in the States (June 2018)Rupalee RashatwarPresentation Material3. Prison Medical Care and Compassionate Release (PowerPoint Slides)Rupalee Rashatwar, Evangeline Wright Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465531 465531 163 G3146 1:01:35 https://www.pli.edu/programs/prison-law/465529?tCode=WTC5_RSS01 Incarcerated individuals Health care providers Litigation Practice skills (Litigation) Public interest law and pro bono Taken from the Web Program Recorded April 23, 2026 in New YorkPrison Medical Care and Compassionate Release [01:01:35]This presentation will address litigating medical care issues in prisons as well as compassionate release in the circumstance of serious medical conditions or advanced age. After completing this session, participants will be better able to:Navigate representation of incarcerated individuals and understand the following:The basics of prison medical careSituations involving complex medical needsTips for obtaining appropriate authorizations and directivesIdentify key issues and challenges for medical care cases for incarcerated clientsRecognize strategies for medical care claims on behalf of incarcerated individuals held in county, state, and federal facilitiesUnderstand an overview of federal and state compassionate release statutes and how they operateConsider common issues in representation and how to address themWorking with familiesSuggestions for local care facilitiesFocus on best practices for working with doctors and expert witnessesRupalee Rashatwar, Evangline WrightThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Amended Complaint, Cunningham v. York County, No. 3:25-cv-02163 (M.D. Pa. 2026)Evangeline WrightPetition of Ezra Bozeman for Medical Transfer Pursuant to 42 Pa.C.S.A. § 9777, Commonwealth of Pennsylvania v. Bozeman, No. CP-02-CR-0003632-1975 (Pa. 2024)Rupalee RashatwarFamilies Against Mandatory Minimums (FAMM), Compassionate Release and the First Step Act: Then and NowRupalee RashatwarFamilies Against Mandatory Minimums (FAMM), Compassionate Release State by State (April 2022)Rupalee RashatwarMary Price, Families Against Mandatory Minimums (FAMM), Everywhere and Nowhere: Compassionate Release in the States (June 2018)Rupalee RashatwarPresentation Material3. Prison Medical Care and Compassionate Release (PowerPoint Slides)Rupalee Rashatwar, Evangeline Wright Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465529 465529 98 G3146 1:01:35 https://www.pli.edu/programs/prison-law/465530?tCode=WTC5_RSS01 Incarcerated individuals Health care providers Litigation Practice skills (Litigation) Public interest law and pro bono Taken from the Web Program Recorded April 23, 2026 in New YorkPrison Medical Care and Compassionate Release [01:01:35]This presentation will address litigating medical care issues in prisons as well as compassionate release in the circumstance of serious medical conditions or advanced age. After completing this session, participants will be better able to:Navigate representation of incarcerated individuals and understand the following:The basics of prison medical careSituations involving complex medical needsTips for obtaining appropriate authorizations and directivesIdentify key issues and challenges for medical care cases for incarcerated clientsRecognize strategies for medical care claims on behalf of incarcerated individuals held in county, state, and federal facilitiesUnderstand an overview of federal and state compassionate release statutes and how they operateConsider common issues in representation and how to address themWorking with familiesSuggestions for local care facilitiesFocus on best practices for working with doctors and expert witnessesRupalee Rashatwar, Evangline WrightThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Amended Complaint, Cunningham v. York County, No. 3:25-cv-02163 (M.D. Pa. 2026)Evangeline WrightPetition of Ezra Bozeman for Medical Transfer Pursuant to 42 Pa.C.S.A. § 9777, Commonwealth of Pennsylvania v. Bozeman, No. CP-02-CR-0003632-1975 (Pa. 2024)Rupalee RashatwarFamilies Against Mandatory Minimums (FAMM), Compassionate Release and the First Step Act: Then and NowRupalee RashatwarFamilies Against Mandatory Minimums (FAMM), Compassionate Release State by State (April 2022)Rupalee RashatwarMary Price, Families Against Mandatory Minimums (FAMM), Everywhere and Nowhere: Compassionate Release in the States (June 2018)Rupalee RashatwarPresentation Material3. Prison Medical Care and Compassionate Release (PowerPoint Slides)Rupalee Rashatwar, Evangeline Wright Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465530 465530 25 G3146 1:00:53 https://www.pli.edu/programs/prison-law/465535?tCode=WTC5_RSS01 Litigation Discovery Prison litigation Public interest law and pro bono Taken from the Web Program Recorded April 23, 2026 in New YorkPrison and Jail Litigation and Discovery Fundamentals [02:03:50]This presentation will address prison and jail litigation basics. After this session, participants will be better able to:Consider key issues to look for at plaintiff-side intakeIdentify elements of the most common defensesUnderstand Prison Litigation Reform Act (PLRA) key limitations and requirementsDiscuss best practices for advocating for people in custodyReview discovery obstacles and strategies for handling themReview potential roles for pro bono attorneysProf. Rebecca Durden, Robert M. Quackenbush, Stefen R. ShortThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Prison and Jail Litigation and Discovery Fundamentals, Section 1983 as Procedural Vehicle, and Immunities to Suit (February 2026)Robert M. QuackenbushPrison and Jail Litigation and Discovery Fundamentals: Course Materials (February 2026)Robert M. QuackenbushPrison and Jail Litigation, 42 U.S.C. § 1983, Substantive Law (February 2026)Rebecca DurdenPrison and Jail Litigation Fundamentals—Religious Exercise and Disability Discrimination in Prisons (February 2026)Stefen R. ShortPrison and Jail Litigation and Discovery Fundamentals—The Prison Litigation Reform Act, Key Provisions (February 2026)Rebecca Durden,Robert M. Quackenbush,Stefen R. ShortPresentation Material1. Prison and Jail Litigation and Discovery Fundamentals (PowerPoint Slides)Rebecca Durden, Robert M. Quackenbush, Stefen R. ShortHandout: Suarez v. Sullivan, et al. (2d Cir. 2026)Robert M. Quackenbush Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465535 465535 98 G3146 2:03:50 https://www.pli.edu/programs/prison-law/465536?tCode=WTC5_RSS01 Litigation Discovery Prison litigation Public interest law and pro bono Taken from the Web Program Recorded April 23, 2026 in New YorkPrison and Jail Litigation and Discovery Fundamentals [02:03:50]This presentation will address prison and jail litigation basics. After this session, participants will be better able to:Consider key issues to look for at plaintiff-side intakeIdentify elements of the most common defensesUnderstand Prison Litigation Reform Act (PLRA) key limitations and requirementsDiscuss best practices for advocating for people in custodyReview discovery obstacles and strategies for handling themReview potential roles for pro bono attorneysProf. Rebecca Durden, Robert M. Quackenbush, Stefen R. ShortThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Prison and Jail Litigation and Discovery Fundamentals, Section 1983 as Procedural Vehicle, and Immunities to Suit (February 2026)Robert M. QuackenbushPrison and Jail Litigation and Discovery Fundamentals: Course Materials (February 2026)Robert M. QuackenbushPrison and Jail Litigation, 42 U.S.C. § 1983, Substantive Law (February 2026)Rebecca DurdenPrison and Jail Litigation Fundamentals—Religious Exercise and Disability Discrimination in Prisons (February 2026)Stefen R. ShortPrison and Jail Litigation and Discovery Fundamentals—The Prison Litigation Reform Act, Key Provisions (February 2026)Rebecca Durden,Robert M. Quackenbush,Stefen R. ShortPresentation Material1. Prison and Jail Litigation and Discovery Fundamentals (PowerPoint Slides)Rebecca Durden, Robert M. Quackenbush, Stefen R. ShortHandout: Suarez v. Sullivan, et al. (2d Cir. 2026)Robert M. Quackenbush Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465536 465536 25 G3146 2:03:09 https://www.pli.edu/programs/prison-law/465537?tCode=WTC5_RSS01 Litigation Discovery Prison litigation Public interest law and pro bono Taken from the Web Program Recorded April 23, 2026 in New YorkPrison and Jail Litigation and Discovery Fundamentals [02:03:50]This presentation will address prison and jail litigation basics. After this session, participants will be better able to:Consider key issues to look for at plaintiff-side intakeIdentify elements of the most common defensesUnderstand Prison Litigation Reform Act (PLRA) key limitations and requirementsDiscuss best practices for advocating for people in custodyReview discovery obstacles and strategies for handling themReview potential roles for pro bono attorneysProf. Rebecca Durden, Robert M. Quackenbush, Stefen R. ShortThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Prison and Jail Litigation and Discovery Fundamentals, Section 1983 as Procedural Vehicle, and Immunities to Suit (February 2026)Robert M. QuackenbushPrison and Jail Litigation and Discovery Fundamentals: Course Materials (February 2026)Robert M. QuackenbushPrison and Jail Litigation, 42 U.S.C. § 1983, Substantive Law (February 2026)Rebecca DurdenPrison and Jail Litigation Fundamentals—Religious Exercise and Disability Discrimination in Prisons (February 2026)Stefen R. ShortPrison and Jail Litigation and Discovery Fundamentals—The Prison Litigation Reform Act, Key Provisions (February 2026)Rebecca Durden,Robert M. Quackenbush,Stefen R. ShortPresentation Material1. Prison and Jail Litigation and Discovery Fundamentals (PowerPoint Slides)Rebecca Durden, Robert M. Quackenbush, Stefen R. ShortHandout: Suarez v. Sullivan, et al. (2d Cir. 2026)Robert M. Quackenbush Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465537 465537 163 G3146 2:03:50 https://www.pli.edu/programs/the-sec-speaks/chb/441770?tCode=WTC5_RSS01 Securities litigation Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Presented in cooperation with the U.S. Securities and Exchange Commission, The SEC Speaks program, provides an essential update on the current initiatives and priorities at the Commission. At this unique program, you will hear remarks by the Chairman and Commissioners, as well as panel discussions by senior staff at the Divisions of Investment Management, Trading and Markets, Corporation Finance, Enforcement, Examinations, and Economic and Risk Analysis, and the Offices of the Chief Accountant, General Counsel, and more. Program Level: Update, Overview  Prerequisites: An interest in the Securities and Exchange CommissionAdvanced Preparation: None. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441770 441770 257 G3130 0:00:00 https://www.pli.edu/programs/appellate-advocacy/465215?tCode=WTC5_RSS01 Appeals Appellate advocacy Oral arguments Practice skills (Litigation) Taken from the Web Program Recorded April 22, 2026 in New YorkAppellate Advocacy: Preparing for and Delivering the Oral Argument [00:59:44]This panel will help attendees prepare for and deliver the oral argument. After completing this session, participant will be able to:Prepare for oral argument using practical techniquesUnderstand their speaking style and address substantive concernsHandle specific issues with members of the CourtPanel Leader: Mark D. HarrisSpeakers: David M. Gossett, Alexandra A.E. Shapiro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465215 465215 98 G3062 0:59:44 https://www.pli.edu/programs/appellate-advocacy/465216?tCode=WTC5_RSS01 Appeals Appellate advocacy Oral arguments Practice skills (Litigation) Taken from the Web Program Recorded April 22, 2026 in New YorkAppellate Advocacy: Preparing for and Delivering the Oral Argument [00:59:44]This panel will help attendees prepare for and deliver the oral argument. After completing this session, participant will be able to:Prepare for oral argument using practical techniquesUnderstand their speaking style and address substantive concernsHandle specific issues with members of the CourtPanel Leader: Mark D. HarrisSpeakers: David M. Gossett, Alexandra A.E. Shapiro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465216 465216 25 G3062 0:59:02 https://www.pli.edu/programs/appellate-advocacy/465217?tCode=WTC5_RSS01 Appeals Appellate advocacy Oral arguments Practice skills (Litigation) Taken from the Web Program Recorded April 22, 2026 in New YorkAppellate Advocacy: Preparing for and Delivering the Oral Argument [00:59:44]This panel will help attendees prepare for and deliver the oral argument. After completing this session, participant will be able to:Prepare for oral argument using practical techniquesUnderstand their speaking style and address substantive concernsHandle specific issues with members of the CourtPanel Leader: Mark D. HarrisSpeakers: David M. Gossett, Alexandra A.E. Shapiro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465217 465217 163 G3062 0:59:44 https://www.pli.edu/programs/appellate-advocacy/465209?tCode=WTC5_RSS01 Appeals Appellate advocacy Practice skills (Litigation) Legal writing, drafting, and negotiation Taken from the Web Program Recorded April 22, 2026 in New YorkAppellate Advocacy: Effective and Persuasive Brief Writing [01:00:58]This panel will provide tips for effective and persuasive appellate brief writing. After completing this session, participants will be able to:Incorporate practical suggestions for brief-writing: question presented, introduction, statement of case, statement of facts, summary of argument and argumentIdentify key elements of a persuasive, effective briefImplement the “Golden Rules” of written argumentPanel Leader: Mark D. HarrisSpeakers: Ginger D. Anders, Rajeev Muttreja Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465209 465209 25 G3062 1:00:17 https://www.pli.edu/programs/appellate-advocacy/465208?tCode=WTC5_RSS01 Appeals Appellate advocacy Practice skills (Litigation) Legal writing, drafting, and negotiation Taken from the Web Program Recorded April 22, 2026 in New YorkAppellate Advocacy: Effective and Persuasive Brief Writing [01:00:58]This panel will provide tips for effective and persuasive appellate brief writing. After completing this session, participants will be able to:Incorporate practical suggestions for brief-writing: question presented, introduction, statement of case, statement of facts, summary of argument and argumentIdentify key elements of a persuasive, effective briefImplement the “Golden Rules” of written argumentPanel Leader: Mark D. HarrisSpeakers: Ginger D. Anders, Rajeev Muttreja Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465208 465208 98 G3062 1:00:58 https://www.pli.edu/programs/appellate-advocacy/465210?tCode=WTC5_RSS01 Appeals Appellate advocacy Practice skills (Litigation) Legal writing, drafting, and negotiation Taken from the Web Program Recorded April 22, 2026 in New YorkAppellate Advocacy: Effective and Persuasive Brief Writing [01:00:58]This panel will provide tips for effective and persuasive appellate brief writing. After completing this session, participants will be able to:Incorporate practical suggestions for brief-writing: question presented, introduction, statement of case, statement of facts, summary of argument and argumentIdentify key elements of a persuasive, effective briefImplement the “Golden Rules” of written argumentPanel Leader: Mark D. HarrisSpeakers: Ginger D. Anders, Rajeev Muttreja Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465210 465210 163 G3062 1:00:58 https://www.pli.edu/programs/appellate-advocacy/465212?tCode=WTC5_RSS01 Appeals Appellate advocacy Appellate courts Taken from the Web Program Recorded April 22, 2026 in New YorkAppellate Advocacy: Strategic Choices in Trial Courts, Discretionary Review Proceedings, and the View from the Bench [01:46:19]Strategic Choices This session will cover strategic choices. After completing this session, participants will be able to:Make strategic choices and issue preservation in the trial courtUnderstand how each type of objection is preserved.Work with trial counselSamantha ChaifetzSeeking and Opposing Discretionary Review This session will outline how to seek and oppose discretionary review. After completing this session, participants will be able to:Implement advocacy strategies for seeking and opposing discretionary review in the courts of appeals (interlocutory appeals, rehearing)Conduct certiorari practice before the U.S. Supreme Court and other courts of last resortUnderstand the role of amici curiaeLena H. Hughes, Hyland HuntThe View from the Bench: Reflections of an Appellate Judge This session will cover reflections from an Appellate Judge. After completing this session, participants will be able to:Understand what judges consider to be effective appellate advocacyComprehend how judges view your written and oral argumentsMark D. Harris, Hon. Beth RobinsonPresentation MaterialStrategic Choice: Preserving Issues for Appeal PowerPointSamantha ChaifetzSeeking and Opposing Discretionary Review PowerPointLena H. Hughes, Hyland Hunt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465212 465212 98 G3062 1:46:19 https://www.pli.edu/programs/appellate-advocacy/465213?tCode=WTC5_RSS01 Appeals Appellate advocacy Appellate courts Taken from the Web Program Recorded April 22, 2026 in New YorkAppellate Advocacy: Strategic Choices in Trial Courts, Discretionary Review Proceedings, and the View from the Bench [01:46:19]Strategic Choices This session will cover strategic choices. After completing this session, participants will be able to:Make strategic choices and issue preservation in the trial courtUnderstand how each type of objection is preserved.Work with trial counselSamantha ChaifetzSeeking and Opposing Discretionary Review This session will outline how to seek and oppose discretionary review. After completing this session, participants will be able to:Implement advocacy strategies for seeking and opposing discretionary review in the courts of appeals (interlocutory appeals, rehearing)Conduct certiorari practice before the U.S. Supreme Court and other courts of last resortUnderstand the role of amici curiaeLena H. Hughes, Hyland HuntThe View from the Bench: Reflections of an Appellate Judge This session will cover reflections from an Appellate Judge. After completing this session, participants will be able to:Understand what judges consider to be effective appellate advocacyComprehend how judges view your written and oral argumentsMark D. Harris, Hon. Beth RobinsonPresentation MaterialStrategic Choice: Preserving Issues for Appeal PowerPointSamantha ChaifetzSeeking and Opposing Discretionary Review PowerPointLena H. Hughes, Hyland Hunt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465213 465213 25 G3062 1:45:37 https://www.pli.edu/programs/appellate-advocacy/465214?tCode=WTC5_RSS01 Appeals Appellate advocacy Appellate courts Taken from the Web Program Recorded April 22, 2026 in New YorkAppellate Advocacy: Strategic Choices in Trial Courts, Discretionary Review Proceedings, and the View from the Bench [01:46:19]Strategic Choices This session will cover strategic choices. After completing this session, participants will be able to:Make strategic choices and issue preservation in the trial courtUnderstand how each type of objection is preserved.Work with trial counselSamantha ChaifetzSeeking and Opposing Discretionary Review This session will outline how to seek and oppose discretionary review. After completing this session, participants will be able to:Implement advocacy strategies for seeking and opposing discretionary review in the courts of appeals (interlocutory appeals, rehearing)Conduct certiorari practice before the U.S. Supreme Court and other courts of last resortUnderstand the role of amici curiaeLena H. Hughes, Hyland HuntThe View from the Bench: Reflections of an Appellate Judge This session will cover reflections from an Appellate Judge. After completing this session, participants will be able to:Understand what judges consider to be effective appellate advocacyComprehend how judges view your written and oral argumentsMark D. Harris, Hon. Beth RobinsonPresentation MaterialStrategic Choice: Preserving Issues for Appeal PowerPointSamantha ChaifetzSeeking and Opposing Discretionary Review PowerPointLena H. Hughes, Hyland Hunt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465214 465214 163 G3062 1:46:19 https://www.pli.edu/programs/property-and-casualty-insurance-law/465177?tCode=WTC5_RSS01 Environmental insurance Insurance Insurance claims Casualty insurance Taken from the Web Program Recorded April 22, 2026 in New YorkEnvironmental Claims and Disputes [01:00:22]This session will guide participants through complex policy provisions addressing environmental pollution claims and PFAS (forever chemicals) claims. Upon completion of this segment, participants will be able to: Track PFAS litigation and coverage updates Grasp the latest developments in coverage disputes involving government-authorized emissions Appreciate the impact of the Supreme Court’s decision in Mallory with respect to consent-by-registration statutes in the litigation of environmental insurance coverage disputes James M. Davis, Summer Craig, David M. Kroeger, Ryan WesterfieldThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Environmental Protection Agency, EPA Announces It Will Keep Maximum Contaminant Levels for PFOA, PFOS (May 14, 2025)James M. DavisNat’l Foam, Inc. v. Zurich Am. Ins. Co., 768 F. Supp. 3d 1009, No. 23-cv-03873-LB (N.D. Cal. 2025)Summer CraigOpinion, Town of Harrietstown v. Westchester Fire Ins. Co., 2025 U.S. Dist. LEXIS 159853, No. 8:24-CV-1184 (MAD/DJS) (N.D.N.Y. 2025)Summer CraigU.S. Environmental Protection Agency, Trump EPA Highlights Major Year One PFAS Actions to Combat Risks and Make America Healthy Again (February 6, 2026)James M. DavisPresentation MaterialEnvironmental Claims and DisputesSummer Craig, James M. Davis, David M. Kroeger, Ryan Westerfield Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465177 465177 25 G4611 1:00:22 https://www.pli.edu/programs/property-and-casualty-insurance-law/465188?tCode=WTC5_RSS01 Environmental insurance Insurance Insurance claims Casualty insurance Taken from the Web Program Recorded April 22, 2026 in New YorkEnvironmental Claims and Disputes [01:00:22]This session will guide participants through complex policy provisions addressing environmental pollution claims and PFAS (forever chemicals) claims. Upon completion of this segment, participants will be able to: Track PFAS litigation and coverage updates Grasp the latest developments in coverage disputes involving government-authorized emissions Appreciate the impact of the Supreme Court’s decision in Mallory with respect to consent-by-registration statutes in the litigation of environmental insurance coverage disputes James M. Davis, Summer Craig, David M. Kroeger, Ryan WesterfieldThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Environmental Protection Agency, EPA Announces It Will Keep Maximum Contaminant Levels for PFOA, PFOS (May 14, 2025)James M. DavisNat’l Foam, Inc. v. Zurich Am. Ins. Co., 768 F. Supp. 3d 1009, No. 23-cv-03873-LB (N.D. Cal. 2025)Summer CraigOpinion, Town of Harrietstown v. Westchester Fire Ins. Co., 2025 U.S. Dist. LEXIS 159853, No. 8:24-CV-1184 (MAD/DJS) (N.D.N.Y. 2025)Summer CraigU.S. Environmental Protection Agency, Trump EPA Highlights Major Year One PFAS Actions to Combat Risks and Make America Healthy Again (February 6, 2026)James M. DavisPresentation MaterialEnvironmental Claims and DisputesSummer Craig, James M. Davis, David M. Kroeger, Ryan Westerfield Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465188 465188 163 G4611 1:01:04 https://www.pli.edu/programs/property-and-casualty-insurance-law/465187?tCode=WTC5_RSS01 Environmental insurance Insurance Insurance claims Casualty insurance Taken from the Web Program Recorded April 22, 2026 in New YorkEnvironmental Claims and Disputes [01:00:22]This session will guide participants through complex policy provisions addressing environmental pollution claims and PFAS (forever chemicals) claims. Upon completion of this segment, participants will be able to: Track PFAS litigation and coverage updates Grasp the latest developments in coverage disputes involving government-authorized emissions Appreciate the impact of the Supreme Court’s decision in Mallory with respect to consent-by-registration statutes in the litigation of environmental insurance coverage disputes James M. Davis, Summer Craig, David M. Kroeger, Ryan WesterfieldThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Environmental Protection Agency, EPA Announces It Will Keep Maximum Contaminant Levels for PFOA, PFOS (May 14, 2025)James M. DavisNat’l Foam, Inc. v. Zurich Am. Ins. Co., 768 F. Supp. 3d 1009, No. 23-cv-03873-LB (N.D. Cal. 2025)Summer CraigOpinion, Town of Harrietstown v. Westchester Fire Ins. Co., 2025 U.S. Dist. LEXIS 159853, No. 8:24-CV-1184 (MAD/DJS) (N.D.N.Y. 2025)Summer CraigU.S. Environmental Protection Agency, Trump EPA Highlights Major Year One PFAS Actions to Combat Risks and Make America Healthy Again (February 6, 2026)James M. DavisPresentation MaterialEnvironmental Claims and DisputesSummer Craig, James M. Davis, David M. Kroeger, Ryan Westerfield Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465187 465187 98 G4611 1:01:04 https://www.pli.edu/programs/property-and-casualty-insurance-law/465183?tCode=WTC5_RSS01 Climate change Insurance Insurance coverage Casualty insurance Property insurance Taken from the Web Program Recorded April 22, 2026 in New YorkClimate Change, Wildfire, and Hurricanes [01:01:21]*Please note from 00:58:01 to the end of the segment, you may hear some audio distortion.*?This segment will discuss emerging insurance coverage issues in connection with climate change-related events and risks. Upon completion of this session, participants will be able to:  Understand recent developments relating to wildfires in California, Florida, and other states, including smoke damage claims, unscrupulous plaintiff/contingency claims, and class action litigation Grasp the intersection of climate change-related events and key insurance coverage issues across property insurance and liability insurance lines of coverage Evaluate first-party insurance coverage for climate change-related perils, including wildfires, sea-level rise, windstorms, and other risks Christine Haskett, Laura A. Foggan, Scott D. GreenspanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Laura A. Foggan and Gregory J. Langlois, Supreme Court of Virginia Holds That CGL Policy Does Not Cover Climate Change Suit (September 16, 2011)Laura A. FogganInsurance Coverage for Smoke Damage Claims in California (February 19, 2026)Christine HaskettRichard Lehfeldt, Laura A. Foggan and Michelle Linderman, Natural Disasters: Dealing with the New Normal, Regulatory Forecast (2018)Laura A. FogganPresentation MaterialClimate Change Wildlife HurricanesLaura A. Foggan, Scott D. Greenspan, Christine Haskett Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465183 465183 98 G4611 1:01:21 https://www.pli.edu/programs/property-and-casualty-insurance-law/465175?tCode=WTC5_RSS01 Climate change Insurance Insurance coverage Casualty insurance Property insurance Taken from the Web Program Recorded April 22, 2026 in New YorkClimate Change, Wildfire, and Hurricanes [01:01:21]*Please note from 00:58:01 to the end of the segment, you may hear some audio distortion.*?This segment will discuss emerging insurance coverage issues in connection with climate change-related events and risks. Upon completion of this session, participants will be able to:  Understand recent developments relating to wildfires in California, Florida, and other states, including smoke damage claims, unscrupulous plaintiff/contingency claims, and class action litigation Grasp the intersection of climate change-related events and key insurance coverage issues across property insurance and liability insurance lines of coverage Evaluate first-party insurance coverage for climate change-related perils, including wildfires, sea-level rise, windstorms, and other risks Christine Haskett, Laura A. Foggan, Scott D. GreenspanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Laura A. Foggan and Gregory J. Langlois, Supreme Court of Virginia Holds That CGL Policy Does Not Cover Climate Change Suit (September 16, 2011)Laura A. FogganInsurance Coverage for Smoke Damage Claims in California (February 19, 2026)Christine HaskettRichard Lehfeldt, Laura A. Foggan and Michelle Linderman, Natural Disasters: Dealing with the New Normal, Regulatory Forecast (2018)Laura A. FogganPresentation MaterialClimate Change Wildlife HurricanesLaura A. Foggan, Scott D. Greenspan, Christine Haskett Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465175 465175 25 G4611 1:00:39 https://www.pli.edu/programs/property-and-casualty-insurance-law/465184?tCode=WTC5_RSS01 Climate change Insurance Insurance coverage Casualty insurance Property insurance Taken from the Web Program Recorded April 22, 2026 in New YorkClimate Change, Wildfire, and Hurricanes [01:01:21]*Please note from 00:58:01 to the end of the segment, you may hear some audio distortion.*?This segment will discuss emerging insurance coverage issues in connection with climate change-related events and risks. Upon completion of this session, participants will be able to:  Understand recent developments relating to wildfires in California, Florida, and other states, including smoke damage claims, unscrupulous plaintiff/contingency claims, and class action litigation Grasp the intersection of climate change-related events and key insurance coverage issues across property insurance and liability insurance lines of coverage Evaluate first-party insurance coverage for climate change-related perils, including wildfires, sea-level rise, windstorms, and other risks Christine Haskett, Laura A. Foggan, Scott D. GreenspanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Laura A. Foggan and Gregory J. Langlois, Supreme Court of Virginia Holds That CGL Policy Does Not Cover Climate Change Suit (September 16, 2011)Laura A. FogganInsurance Coverage for Smoke Damage Claims in California (February 19, 2026)Christine HaskettRichard Lehfeldt, Laura A. Foggan and Michelle Linderman, Natural Disasters: Dealing with the New Normal, Regulatory Forecast (2018)Laura A. FogganPresentation MaterialClimate Change Wildlife HurricanesLaura A. Foggan, Scott D. Greenspan, Christine Haskett Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465184 465184 163 G4611 1:01:21 https://www.pli.edu/programs/property-and-casualty-insurance-law/465179?tCode=WTC5_RSS01 Insurance Casualty insurance Insurance litigation Taken from the Web Program Recorded April 22, 2026 in New YorkState of the Property Casualty Insurance Market [01:33:06]This session will provide an overview of major topics impacting the property casualty market. After completing the session, participants will be able to: Understand the current state of the P&C market including litigation trendsGrasp the regulatory outlook for the P&C market and NAIC prioritiesUnderstand the latest developments in the California property casualty market, including FAIR Plan litigation Grasp the experience of Florida in tort reform, enhanced underwriting standards, and hurricane readiness measures  Advise clients on the known and presumed causes of social inflation  Fred E. Karlinsky, Alex M. Sugzda, Michael MenapaceThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Marc Ladd and Alexander M. Sugzda, 4 Property Insurance Action Steps for LA Policyholders, Law360 (January 22, 2025)Alexander M. SugzdaFred E. Karlinsky, et al., Regulatory Developments Impacting Reciprocal Insurance ExchangesFred E. KarlinskyPresentation MaterialState of the Property Casualty Insurance MarketFred E. Karlinsky, Michael Menapace, Alexander M. Sugzda Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465179 465179 25 G4611 1:33:06 https://www.pli.edu/programs/property-and-casualty-insurance-law/465191?tCode=WTC5_RSS01 Insurance Casualty insurance Insurance litigation Taken from the Web Program Recorded April 22, 2026 in New YorkState of the Property Casualty Insurance Market [01:33:06]This session will provide an overview of major topics impacting the property casualty market. After completing the session, participants will be able to: Understand the current state of the P&C market including litigation trendsGrasp the regulatory outlook for the P&C market and NAIC prioritiesUnderstand the latest developments in the California property casualty market, including FAIR Plan litigation Grasp the experience of Florida in tort reform, enhanced underwriting standards, and hurricane readiness measures  Advise clients on the known and presumed causes of social inflation  Fred E. Karlinsky, Alex M. Sugzda, Michael MenapaceThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Marc Ladd and Alexander M. Sugzda, 4 Property Insurance Action Steps for LA Policyholders, Law360 (January 22, 2025)Alexander M. SugzdaFred E. Karlinsky, et al., Regulatory Developments Impacting Reciprocal Insurance ExchangesFred E. KarlinskyPresentation MaterialState of the Property Casualty Insurance MarketFred E. Karlinsky, Michael Menapace, Alexander M. Sugzda Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465191 465191 98 G4611 1:33:48 https://www.pli.edu/programs/property-and-casualty-insurance-law/465192?tCode=WTC5_RSS01 Insurance Casualty insurance Insurance litigation Taken from the Web Program Recorded April 22, 2026 in New YorkState of the Property Casualty Insurance Market [01:33:06]This session will provide an overview of major topics impacting the property casualty market. After completing the session, participants will be able to: Understand the current state of the P&C market including litigation trendsGrasp the regulatory outlook for the P&C market and NAIC prioritiesUnderstand the latest developments in the California property casualty market, including FAIR Plan litigation Grasp the experience of Florida in tort reform, enhanced underwriting standards, and hurricane readiness measures  Advise clients on the known and presumed causes of social inflation  Fred E. Karlinsky, Alex M. Sugzda, Michael MenapaceThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Marc Ladd and Alexander M. Sugzda, 4 Property Insurance Action Steps for LA Policyholders, Law360 (January 22, 2025)Alexander M. SugzdaFred E. Karlinsky, et al., Regulatory Developments Impacting Reciprocal Insurance ExchangesFred E. KarlinskyPresentation MaterialState of the Property Casualty Insurance MarketFred E. Karlinsky, Michael Menapace, Alexander M. Sugzda Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465192 465192 163 G4611 1:33:48 https://www.pli.edu/programs/property-and-casualty-insurance-law/465176?tCode=WTC5_RSS01 Casualty insurance Insurance litigation Jury Litigation financing Taken from the Web Program Recorded April 22, 2026 in New YorkSocial Inflation and Nuclear Verdicts [00:59:39]This session will discuss the driving factors behind oversized verdicts. Upon completion, participants will be able to:  Unpack the meaning and impact of social inflation, nuclear verdicts, nuisance settlements, and tort reform Track the latest verdict and settlement trends Benchmark the value of a case Grasp the impact of tort reforms including impacts on verdicts and settlements, ability of victims to find representation, insurance rates and availability, and defendant behavior Understand the role of litigation funding in property casualty insurance disputes  G. Andrew Lundberg, Seth Row, Robert J. Gilbert, Shari L. KlevensThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:James M. Beck, Avoiding the Snake Pit—Caging “Reptile” Tactics in Court, American Bar Association, Litigation Section, Mass Torts Litigation Committee (January 16, 2020)Seth L. RowDavid R. Kott, Natalie H. Mantell and Meghan McSkimming, Exposing and Preventing the Use of Reptile Theory During Jury Trials, American Bar Association, Litigation Section, Trial Evidence & Practice Committee (February 17, 2021)Seth L. RowWhy Legal Finance Isn’t the Villain Insurance Says It Is, New York Law Journal (June 9, 2025)G. Andrew LundbergDebra Cassens Weiss, ‘Nuclear Verdicts’ and ‘Litigation Tourism’ are Partly Why These State Courts Are Top ‘Judicial Hellholes,’ Report Says, ABA Journal (December 8, 2023)Seth L. RowLloyd Dixon, et al., What Is the Evidence for Social Inflation? Trends in Trial Awards and Insurance Claim Payments, Chs. 1–3, RAND Corporation (2024)Seth L. RowPresentation MaterialSocial Inflation and Nuclear VerdictRobert J. Gilbert, Shari L. Klevens, G. Andrew Lundberg, Seth Row Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465176 465176 25 G4611 0:59:39 https://www.pli.edu/programs/property-and-casualty-insurance-law/465185?tCode=WTC5_RSS01 Casualty insurance Insurance litigation Jury Litigation financing Taken from the Web Program Recorded April 22, 2026 in New YorkSocial Inflation and Nuclear Verdicts [00:59:39]This session will discuss the driving factors behind oversized verdicts. Upon completion, participants will be able to:  Unpack the meaning and impact of social inflation, nuclear verdicts, nuisance settlements, and tort reform Track the latest verdict and settlement trends Benchmark the value of a case Grasp the impact of tort reforms including impacts on verdicts and settlements, ability of victims to find representation, insurance rates and availability, and defendant behavior Understand the role of litigation funding in property casualty insurance disputes  G. Andrew Lundberg, Seth Row, Robert J. Gilbert, Shari L. KlevensThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:James M. Beck, Avoiding the Snake Pit—Caging “Reptile” Tactics in Court, American Bar Association, Litigation Section, Mass Torts Litigation Committee (January 16, 2020)Seth L. RowDavid R. Kott, Natalie H. Mantell and Meghan McSkimming, Exposing and Preventing the Use of Reptile Theory During Jury Trials, American Bar Association, Litigation Section, Trial Evidence & Practice Committee (February 17, 2021)Seth L. RowWhy Legal Finance Isn’t the Villain Insurance Says It Is, New York Law Journal (June 9, 2025)G. Andrew LundbergDebra Cassens Weiss, ‘Nuclear Verdicts’ and ‘Litigation Tourism’ are Partly Why These State Courts Are Top ‘Judicial Hellholes,’ Report Says, ABA Journal (December 8, 2023)Seth L. RowLloyd Dixon, et al., What Is the Evidence for Social Inflation? Trends in Trial Awards and Insurance Claim Payments, Chs. 1–3, RAND Corporation (2024)Seth L. RowPresentation MaterialSocial Inflation and Nuclear VerdictRobert J. Gilbert, Shari L. Klevens, G. Andrew Lundberg, Seth Row Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465185 465185 98 G4611 1:00:21 https://www.pli.edu/programs/property-and-casualty-insurance-law/465186?tCode=WTC5_RSS01 Casualty insurance Insurance litigation Jury Litigation financing Taken from the Web Program Recorded April 22, 2026 in New YorkSocial Inflation and Nuclear Verdicts [00:59:39]This session will discuss the driving factors behind oversized verdicts. Upon completion, participants will be able to:  Unpack the meaning and impact of social inflation, nuclear verdicts, nuisance settlements, and tort reform Track the latest verdict and settlement trends Benchmark the value of a case Grasp the impact of tort reforms including impacts on verdicts and settlements, ability of victims to find representation, insurance rates and availability, and defendant behavior Understand the role of litigation funding in property casualty insurance disputes  G. Andrew Lundberg, Seth Row, Robert J. Gilbert, Shari L. KlevensThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:James M. Beck, Avoiding the Snake Pit—Caging “Reptile” Tactics in Court, American Bar Association, Litigation Section, Mass Torts Litigation Committee (January 16, 2020)Seth L. RowDavid R. Kott, Natalie H. Mantell and Meghan McSkimming, Exposing and Preventing the Use of Reptile Theory During Jury Trials, American Bar Association, Litigation Section, Trial Evidence & Practice Committee (February 17, 2021)Seth L. RowWhy Legal Finance Isn’t the Villain Insurance Says It Is, New York Law Journal (June 9, 2025)G. Andrew LundbergDebra Cassens Weiss, ‘Nuclear Verdicts’ and ‘Litigation Tourism’ are Partly Why These State Courts Are Top ‘Judicial Hellholes,’ Report Says, ABA Journal (December 8, 2023)Seth L. RowLloyd Dixon, et al., What Is the Evidence for Social Inflation? Trends in Trial Awards and Insurance Claim Payments, Chs. 1–3, RAND Corporation (2024)Seth L. RowPresentation MaterialSocial Inflation and Nuclear VerdictRobert J. Gilbert, Shari L. Klevens, G. Andrew Lundberg, Seth Row Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465186 465186 163 G4611 1:00:21 https://www.pli.edu/programs/property-and-casualty-insurance-law/465174?tCode=WTC5_RSS01 Insurance Insurance coverage Casualty insurance Litigation Insurance litigation Taken from the Web Program Recorded April 22, 2026 in New YorkLeading Insurance Disputes Over What Constitutes an “Occurrence” [01:02:42]This segment will discuss key recurring insurance disputes over what qualifies as an “occurrence,” with examples including claims arising from ghost guns, opioid-related harms, and construction defects. After completing this session, participants will be able to: Understand how occurrence controversies continue to shape coverage battles  Engage in careful analysis of policy language to clarify what counts as an occurrence Appreciate the evolving case law on what constitutes an occurrence John N. Ellison, Jeffrey SchulmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John N. Ellison, Courtney C.T. Horrigan and Russell M. Squire, Insurers Are Taking Advantage of a Recent Legal Trend to Wriggle Out of Their Duty to Defend, New York Law Journal (October 14, 2025)John N. EllisonMichigan Court Finds “Occurrence” Definition Ambiguous in Context of School Shooting Coverage Case, Insurance Law Alert (February 3, 2025)Summer CraigKoorosh Talieh, ‘Occurrence’ Lessons From Policyholder’s COVID Ruling Win, Law360 (September 19, 2025)Michael S. LevineLatosha M. Ellis and Jae Lynn Huckaba, Toy Story: Insurance Lessons from Mattel Defect Case (May 14, 2025)Michael S. LevinePresentation MaterialLeading Insurance Disputes Over What Constitutes an OccurrenceJohn N. Ellison, Jeffrey Schulman, Charles J. Scibetta Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465174 465174 25 G4611 1:02:42 https://www.pli.edu/programs/property-and-casualty-insurance-law/465182?tCode=WTC5_RSS01 Insurance Insurance coverage Casualty insurance Litigation Insurance litigation Taken from the Web Program Recorded April 22, 2026 in New YorkLeading Insurance Disputes Over What Constitutes an “Occurrence” [01:02:42]This segment will discuss key recurring insurance disputes over what qualifies as an “occurrence,” with examples including claims arising from ghost guns, opioid-related harms, and construction defects. After completing this session, participants will be able to: Understand how occurrence controversies continue to shape coverage battles  Engage in careful analysis of policy language to clarify what counts as an occurrence Appreciate the evolving case law on what constitutes an occurrence John N. Ellison, Jeffrey SchulmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John N. Ellison, Courtney C.T. Horrigan and Russell M. Squire, Insurers Are Taking Advantage of a Recent Legal Trend to Wriggle Out of Their Duty to Defend, New York Law Journal (October 14, 2025)John N. EllisonMichigan Court Finds “Occurrence” Definition Ambiguous in Context of School Shooting Coverage Case, Insurance Law Alert (February 3, 2025)Summer CraigKoorosh Talieh, ‘Occurrence’ Lessons From Policyholder’s COVID Ruling Win, Law360 (September 19, 2025)Michael S. LevineLatosha M. Ellis and Jae Lynn Huckaba, Toy Story: Insurance Lessons from Mattel Defect Case (May 14, 2025)Michael S. LevinePresentation MaterialLeading Insurance Disputes Over What Constitutes an OccurrenceJohn N. Ellison, Jeffrey Schulman, Charles J. Scibetta Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465182 465182 163 G4611 1:03:24 https://www.pli.edu/programs/property-and-casualty-insurance-law/465181?tCode=WTC5_RSS01 Insurance Insurance coverage Casualty insurance Litigation Insurance litigation Taken from the Web Program Recorded April 22, 2026 in New YorkLeading Insurance Disputes Over What Constitutes an “Occurrence” [01:02:42]This segment will discuss key recurring insurance disputes over what qualifies as an “occurrence,” with examples including claims arising from ghost guns, opioid-related harms, and construction defects. After completing this session, participants will be able to: Understand how occurrence controversies continue to shape coverage battles  Engage in careful analysis of policy language to clarify what counts as an occurrence Appreciate the evolving case law on what constitutes an occurrence John N. Ellison, Jeffrey SchulmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John N. Ellison, Courtney C.T. Horrigan and Russell M. Squire, Insurers Are Taking Advantage of a Recent Legal Trend to Wriggle Out of Their Duty to Defend, New York Law Journal (October 14, 2025)John N. EllisonMichigan Court Finds “Occurrence” Definition Ambiguous in Context of School Shooting Coverage Case, Insurance Law Alert (February 3, 2025)Summer CraigKoorosh Talieh, ‘Occurrence’ Lessons From Policyholder’s COVID Ruling Win, Law360 (September 19, 2025)Michael S. LevineLatosha M. Ellis and Jae Lynn Huckaba, Toy Story: Insurance Lessons from Mattel Defect Case (May 14, 2025)Michael S. LevinePresentation MaterialLeading Insurance Disputes Over What Constitutes an OccurrenceJohn N. Ellison, Jeffrey Schulman, Charles J. Scibetta Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465181 465181 98 G4611 1:03:25 https://www.pli.edu/programs/property-and-casualty-insurance-law/465178?tCode=WTC5_RSS01 Insurance Insurance coverage Casualty insurance Artificial intelligence Taken from the Web Program Recorded April 22, 2026 in New YorkArtificial Intelligence (AI) in Insurance [01:36:28]This session will discuss the development of AI insurance coverage and exclusions. Upon completion of this session, participants will be able to:   Understand how insurers are using AI in claims and underwriting Grasp the controversy over specific uses of AI in insurance Appreciate the scope and effect of AI exclusions Assess claims and market conditions that might implicate AI exclusions Understand the AI regulatory landscape Kara S. Baysinger, Michael S. Levine, Marshall J. Gilinsky, Sarah D. GordonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Michael S. Levine, et al., Insuring Intellectual Property: Examining Artificial Intelligence and Fair Use, The Journal of Robotics, Artificial Intelligence & Law, Vol. 9, No. 1 (January–February 2026)Michael S. LevineGeoffrey Fehling, Michael S. Levine and Evan Bundschuh, The Hidden C-Suite Risk of AI Failures, Harvard Law School Forum on Corporate Governance (September 22, 2025)Michael S. LevineMichael S. Levine, Geoffrey Fehling and Olivia Bushman, Boardroom Bots: Is Your AI-Powered Director Covered by Insurance?, Law.com (November 6, 2025)Michael S. LevineMarshall Gilinksy and Madison Marlow, Protecting Policyholders as AI Is Developed for Insurance Claims Handling: Ensuring “Decency and Humanity” in the Digital Age, Journal of Emerging Issues in Litigation, Vol. 4, No. 2 (Spring 2024)Marshall GilinskyMichael S. Levine and Russ Fradin, A Practical Guide to Managing AI-Related Directors & Officers Liability: The AI Impact on D&O Insurance Risk Management Guide for CFOs, Larridin (December 2025)Michael S. LevineMarshall Gilinsky and Amy Weiss, Will AI Destroy the World? If Not, How Will It Affect Insurance? (February 12, 2024)Marshall GilinskyMarshall Gilinsky and Jamie O’Neill, Trends in AI Insurance Coverage and Claims Handling, Risk Management (February 19, 2025)Marshall GilinskyPresentation MaterialArtificial Intelligence in InsuranceKara S. Baysinger, Marshall Gilinsky, Sarah D. Gordon, Michael S. Levine Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465178 465178 25 G4611 1:36:28 https://www.pli.edu/programs/property-and-casualty-insurance-law/465190?tCode=WTC5_RSS01 Insurance Insurance coverage Casualty insurance Artificial intelligence Taken from the Web Program Recorded April 22, 2026 in New YorkArtificial Intelligence (AI) in Insurance [01:36:28]This session will discuss the development of AI insurance coverage and exclusions. Upon completion of this session, participants will be able to:   Understand how insurers are using AI in claims and underwriting Grasp the controversy over specific uses of AI in insurance Appreciate the scope and effect of AI exclusions Assess claims and market conditions that might implicate AI exclusions Understand the AI regulatory landscape Kara S. Baysinger, Michael S. Levine, Marshall J. Gilinsky, Sarah D. GordonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Michael S. Levine, et al., Insuring Intellectual Property: Examining Artificial Intelligence and Fair Use, The Journal of Robotics, Artificial Intelligence & Law, Vol. 9, No. 1 (January–February 2026)Michael S. LevineGeoffrey Fehling, Michael S. Levine and Evan Bundschuh, The Hidden C-Suite Risk of AI Failures, Harvard Law School Forum on Corporate Governance (September 22, 2025)Michael S. LevineMichael S. Levine, Geoffrey Fehling and Olivia Bushman, Boardroom Bots: Is Your AI-Powered Director Covered by Insurance?, Law.com (November 6, 2025)Michael S. LevineMarshall Gilinksy and Madison Marlow, Protecting Policyholders as AI Is Developed for Insurance Claims Handling: Ensuring “Decency and Humanity” in the Digital Age, Journal of Emerging Issues in Litigation, Vol. 4, No. 2 (Spring 2024)Marshall GilinskyMichael S. Levine and Russ Fradin, A Practical Guide to Managing AI-Related Directors & Officers Liability: The AI Impact on D&O Insurance Risk Management Guide for CFOs, Larridin (December 2025)Michael S. LevineMarshall Gilinsky and Amy Weiss, Will AI Destroy the World? If Not, How Will It Affect Insurance? (February 12, 2024)Marshall GilinskyMarshall Gilinsky and Jamie O’Neill, Trends in AI Insurance Coverage and Claims Handling, Risk Management (February 19, 2025)Marshall GilinskyPresentation MaterialArtificial Intelligence in InsuranceKara S. Baysinger, Marshall Gilinsky, Sarah D. Gordon, Michael S. Levine Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465190 465190 163 G4611 1:37:10 https://www.pli.edu/programs/property-and-casualty-insurance-law/465189?tCode=WTC5_RSS01 Insurance Insurance coverage Casualty insurance Artificial intelligence Taken from the Web Program Recorded April 22, 2026 in New YorkArtificial Intelligence (AI) in Insurance [01:36:28]This session will discuss the development of AI insurance coverage and exclusions. Upon completion of this session, participants will be able to:   Understand how insurers are using AI in claims and underwriting Grasp the controversy over specific uses of AI in insurance Appreciate the scope and effect of AI exclusions Assess claims and market conditions that might implicate AI exclusions Understand the AI regulatory landscape Kara S. Baysinger, Michael S. Levine, Marshall J. Gilinsky, Sarah D. GordonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Michael S. Levine, et al., Insuring Intellectual Property: Examining Artificial Intelligence and Fair Use, The Journal of Robotics, Artificial Intelligence & Law, Vol. 9, No. 1 (January–February 2026)Michael S. LevineGeoffrey Fehling, Michael S. Levine and Evan Bundschuh, The Hidden C-Suite Risk of AI Failures, Harvard Law School Forum on Corporate Governance (September 22, 2025)Michael S. LevineMichael S. Levine, Geoffrey Fehling and Olivia Bushman, Boardroom Bots: Is Your AI-Powered Director Covered by Insurance?, Law.com (November 6, 2025)Michael S. LevineMarshall Gilinksy and Madison Marlow, Protecting Policyholders as AI Is Developed for Insurance Claims Handling: Ensuring “Decency and Humanity” in the Digital Age, Journal of Emerging Issues in Litigation, Vol. 4, No. 2 (Spring 2024)Marshall GilinskyMichael S. Levine and Russ Fradin, A Practical Guide to Managing AI-Related Directors & Officers Liability: The AI Impact on D&O Insurance Risk Management Guide for CFOs, Larridin (December 2025)Michael S. LevineMarshall Gilinsky and Amy Weiss, Will AI Destroy the World? If Not, How Will It Affect Insurance? (February 12, 2024)Marshall GilinskyMarshall Gilinsky and Jamie O’Neill, Trends in AI Insurance Coverage and Claims Handling, Risk Management (February 19, 2025)Marshall GilinskyPresentation MaterialArtificial Intelligence in InsuranceKara S. Baysinger, Marshall Gilinsky, Sarah D. Gordon, Michael S. Levine Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 465189 465189 98 G4611 1:37:10 https://www.pli.edu/programs/audit-committees-and-financial-reporting/441543?tCode=WTC5_RSS01 Auditing Audit committees (Corporate governance) Special committees (Corporate governance) Internal investigations (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) This program aims to enhance professionals’ understanding of the nuances of what is required of audit committees and special committees, and those who advise them. Our faculty of experts will delve into regulatory developments and trends from the past year, the pressing legal ethics issues of the day, and will take a four-part approach to discussing internal investigations.   Attendees will investigate and gain insight into how internal investigations are approached from multiple perspectives: the board of directors, the outside counsel, the forensic accountant, and the regulators and auditors. By exploring internal investigations from each perspective, the faculty will provide a well-rounded program on what professionals need to know when dealing with audit committees, special committees, and internal investigations.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441543 441543 32 G3228 6:06:36 https://www.pli.edu/programs/basics-of-the-bank-secrecy-act-and-anti-money-laundering-regulatory-framework/458624?tCode=WTC5_RSS01 Banking and finance Financial institutions Fintech Regulation, compliance, and enforcement (Banking and finance) Anti-money laundering The BSA/AML/CFT regulatory framework presents unique challenges for financial institutions, Fintech partners, and other players in the financial industry. With growing enforcement, it is important for financial institutions and their advisors to understand the regulatory framework to develop an effective compliance program. This program provides an introduction to the essential compliance requirements of the Bank Secrecy Act (BSA)/Anti-Money Laundering (AML)/ Countering Financial Terrorism (CFT) regulatory framework. It discusses record-keeping and reporting obligations, the regulatory actors, and the potential consequences for non-compliance. This program also reviews recent updates and enforcement actions of note to industry players. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458624 458624 104 G5688 1:01:51 https://www.pli.edu/programs/basics-of-the-bank-secrecy-act-and-anti-money-laundering-regulatory-framework/462616?tCode=WTC5_RSS01 Banking and finance Financial institutions Fintech Regulation, compliance, and enforcement (Banking and finance) Anti-money laundering The BSA/AML/CFT regulatory framework presents unique challenges for financial institutions, Fintech partners, and other players in the financial industry. With growing enforcement, it is important for financial institutions and their advisors to understand the regulatory framework to develop an effective compliance program. This program provides an introduction to the essential compliance requirements of the Bank Secrecy Act (BSA)/Anti-Money Laundering (AML)/ Countering Financial Terrorism (CFT) regulatory framework. It discusses record-keeping and reporting obligations, the regulatory actors, and the potential consequences for non-compliance. This program also reviews recent updates and enforcement actions of note to industry players. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462616 462616 98 G5688 1:02:32 https://www.pli.edu/programs/basics-of-the-bank-secrecy-act-and-anti-money-laundering-regulatory-framework/462617?tCode=WTC5_RSS01 Banking and finance Financial institutions Fintech Regulation, compliance, and enforcement (Banking and finance) Anti-money laundering The BSA/AML/CFT regulatory framework presents unique challenges for financial institutions, Fintech partners, and other players in the financial industry. With growing enforcement, it is important for financial institutions and their advisors to understand the regulatory framework to develop an effective compliance program. This program provides an introduction to the essential compliance requirements of the Bank Secrecy Act (BSA)/Anti-Money Laundering (AML)/ Countering Financial Terrorism (CFT) regulatory framework. It discusses record-keeping and reporting obligations, the regulatory actors, and the potential consequences for non-compliance. This program also reviews recent updates and enforcement actions of note to industry players. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462617 462617 163 G5688 1:02:32 https://www.pli.edu/programs/representing-the-pro-bono-client-new-york-public-assistance-and-food-stamp-eligibility/442854?tCode=WTC5_RSS01 Public benefits Supplemental Nutrition Assistance Program Litigation Public interest law and pro bono This program is designed to equip attorneys with a sharper understanding of the substantive law, strategies, procedures, and best practices relevant to their representation of low-income clients who seek government benefits such as cash assistance, Supplemental Nutrition Assistance Program (SNAP) benefits, and Medicaid. These essential benefits can be difficult to access for many eligible applicants due to the complex rules governing public benefits. Attend this program to learn about public benefits, eligibility criteria, dispute resolution, recent developments, and best practices. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442854 442854 32 G3129 6:14:03 https://www.pli.edu/programs/specialized-deposition-techniques/chb/442357?tCode=WTC5_RSS01 Litigation Depositions Practice skills (Litigation) Pre-trial procedure Witness preparation Given the importance of depositions to litigation, it is important that litigation attorneys know how to identify and exploit the opportunities they present and are prepared to handle the special situations that can arise during depositions. This program covers a range of topics and scenarios that can challenge even the most seasoned litigators. Our faculty of experienced litigators and deposition experts will present approaches for handling some of the thorniest challenges. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442357 442357 28 G3081 0:00:00 https://www.pli.edu/programs/specialized-deposition-techniques/chb/442358?tCode=WTC5_RSS01 Litigation Depositions Practice skills (Litigation) Pre-trial procedure Witness preparation Given the importance of depositions to litigation, it is important that litigation attorneys know how to identify and exploit the opportunities they present and are prepared to handle the special situations that can arise during depositions. This program covers a range of topics and scenarios that can challenge even the most seasoned litigators. Our faculty of experienced litigators and deposition experts will present approaches for handling some of the thorniest challenges. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442358 442358 257 G3081 0:00:00 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464918?tCode=WTC5_RSS01 Accounting and financial reporting Capital markets Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464918 464918 25 G3226 1:04:06 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464917?tCode=WTC5_RSS01 Accounting and financial reporting Capital markets Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464917 464917 98 G3226 1:04:47 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464919?tCode=WTC5_RSS01 Accounting and financial reporting Capital markets Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464919 464919 163 G3226 1:04:47 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464925?tCode=WTC5_RSS01 Capital markets Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464925 464925 163 G3226 1:04:44 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464923?tCode=WTC5_RSS01 Capital markets Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464923 464923 98 G3226 1:04:44 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464924?tCode=WTC5_RSS01 Capital markets Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464924 464924 25 G3226 1:04:03 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464920?tCode=WTC5_RSS01 Capital markets Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464920 464920 98 G3226 1:01:03 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464921?tCode=WTC5_RSS01 Capital markets Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464921 464921 25 G3226 1:00:22 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464922?tCode=WTC5_RSS01 Capital markets Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464922 464922 163 G3226 1:01:03 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464908?tCode=WTC5_RSS01 Capital markets Gatekeepers Ethical issues (Ethics and professional responsibility) Attorney-client relations Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464908 464908 98 G3226 0:59:50 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464910?tCode=WTC5_RSS01 Capital markets Gatekeepers Ethical issues (Ethics and professional responsibility) Attorney-client relations Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464910 464910 163 G3226 0:59:50 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464909?tCode=WTC5_RSS01 Capital markets Gatekeepers Ethical issues (Ethics and professional responsibility) Attorney-client relations Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464909 464909 25 G3226 0:59:08 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464915?tCode=WTC5_RSS01 Capital markets Corporate governance Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464915 464915 25 G3226 1:00:22 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464914?tCode=WTC5_RSS01 Capital markets Corporate governance Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464914 464914 98 G3226 1:01:04 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464916?tCode=WTC5_RSS01 Capital markets Corporate governance Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464916 464916 163 G3226 1:01:04 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464913?tCode=WTC5_RSS01 Capital markets Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464913 464913 163 G3226 0:59:26 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464912?tCode=WTC5_RSS01 Capital markets Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464912 464912 25 G3226 0:58:44 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/464911?tCode=WTC5_RSS01 Capital markets Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464911 464911 98 G3226 0:59:26 https://www.pli.edu/programs/fundamentals-of-noncompetes/464904?tCode=WTC5_RSS01 Employment agreements Regulation, compliance, and enforcement (Employment and labor) Regulation, compliance, and enforcement (Intellectual property) Trade secrets Noncompetes Taken from the Web Program Recorded April 21, 2026 in New YorkWhat You Need to Know About Restrictive Covenant Law and Regulation in 2026 [01:00:49]This panel will discuss key aspects of restrictive covenants and the laws that govern them. After attending this session, attendees will be able to:Understand the differences among noncompete agreements, nonsolicitation agreements, no-recruit, nondisclosure agreements, and the other types of restrictive covenants, and what standards apply to eachRecognize the legitimate business interests each agreement can protect, including trade secrets, customer goodwill, and workforce stability, and what they may not or cannot protectKnow how to review and assess a restrictive covenant agreement to determine its likely enforceabilitySpeakers: Jonathan Crook, Sheridan L. King, S. Preston Ricardo, Elizabeth L. Sherwood, Abraham Y. SkoffThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Chart, Restrictive Covenant Wage Thresholds and Similar Criteria (Updated January 21, 2026)Russell BeckRestrictive Covenant Notice Requirements Checklist—State by State (Updated January 21, 2026)Russell BeckEmployee Noncompetes: A State-by-State Survey (January 21, 2026)Russell BeckPresentation MaterialWhat You Need to Know About Restrictive Covenant Law and Regulation in 2026Jonathan Crook, Sheridan L. King, S. Preston Ricardo, Beth L. Sherwood, Abraham Y. Skoff Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464904 464904 25 G4783 1:00:49 https://www.pli.edu/programs/fundamentals-of-noncompetes/464905?tCode=WTC5_RSS01 Employment agreements Regulation, compliance, and enforcement (Employment and labor) Regulation, compliance, and enforcement (Intellectual property) Trade secrets Noncompetes Taken from the Web Program Recorded April 21, 2026 in New YorkWhat You Need to Know About Restrictive Covenant Law and Regulation in 2026 [01:00:49]This panel will discuss key aspects of restrictive covenants and the laws that govern them. After attending this session, attendees will be able to:Understand the differences among noncompete agreements, nonsolicitation agreements, no-recruit, nondisclosure agreements, and the other types of restrictive covenants, and what standards apply to eachRecognize the legitimate business interests each agreement can protect, including trade secrets, customer goodwill, and workforce stability, and what they may not or cannot protectKnow how to review and assess a restrictive covenant agreement to determine its likely enforceabilitySpeakers: Jonathan Crook, Sheridan L. King, S. Preston Ricardo, Elizabeth L. Sherwood, Abraham Y. SkoffThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Chart, Restrictive Covenant Wage Thresholds and Similar Criteria (Updated January 21, 2026)Russell BeckRestrictive Covenant Notice Requirements Checklist—State by State (Updated January 21, 2026)Russell BeckEmployee Noncompetes: A State-by-State Survey (January 21, 2026)Russell BeckPresentation MaterialWhat You Need to Know About Restrictive Covenant Law and Regulation in 2026Jonathan Crook, Sheridan L. King, S. Preston Ricardo, Beth L. Sherwood, Abraham Y. Skoff Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464905 464905 98 G4783 1:01:31 https://www.pli.edu/programs/fundamentals-of-noncompetes/464906?tCode=WTC5_RSS01 Employment agreements Regulation, compliance, and enforcement (Employment and labor) Regulation, compliance, and enforcement (Intellectual property) Trade secrets Noncompetes Taken from the Web Program Recorded April 21, 2026 in New YorkWhat You Need to Know About Restrictive Covenant Law and Regulation in 2026 [01:00:49]This panel will discuss key aspects of restrictive covenants and the laws that govern them. After attending this session, attendees will be able to:Understand the differences among noncompete agreements, nonsolicitation agreements, no-recruit, nondisclosure agreements, and the other types of restrictive covenants, and what standards apply to eachRecognize the legitimate business interests each agreement can protect, including trade secrets, customer goodwill, and workforce stability, and what they may not or cannot protectKnow how to review and assess a restrictive covenant agreement to determine its likely enforceabilitySpeakers: Jonathan Crook, Sheridan L. King, S. Preston Ricardo, Elizabeth L. Sherwood, Abraham Y. SkoffThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Chart, Restrictive Covenant Wage Thresholds and Similar Criteria (Updated January 21, 2026)Russell BeckRestrictive Covenant Notice Requirements Checklist—State by State (Updated January 21, 2026)Russell BeckEmployee Noncompetes: A State-by-State Survey (January 21, 2026)Russell BeckPresentation MaterialWhat You Need to Know About Restrictive Covenant Law and Regulation in 2026Jonathan Crook, Sheridan L. King, S. Preston Ricardo, Beth L. Sherwood, Abraham Y. Skoff Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464906 464906 163 G4783 1:01:31 https://www.pli.edu/programs/fundamentals-of-noncompetes/464901?tCode=WTC5_RSS01 Practice skills (Employment and labor) Regulation, compliance, and enforcement (Employment and labor) Practice skills (Intellectual property) Noncompetes Taken from the Web Program Recorded April 21, 2026 in New YorkThe Essentials of Drafting Noncompete Agreements and Related Restrictive Covenants in 2026 [01:00:45]This panel will explain the fundamentals of drafting restrictive covenants. After completing this session, participants will be able to:Know when and under what circumstances employees can be asked to sign a noncompete or other restrictive covenantUnderstand the implications of using noncompetes for employees across state lines, and how to anticipate and plan for further changesExplore when and how to use forum selection and choice of law clauses, when they are required, and when they won't helpIdentify the key issues when drafting restrictions for different level employees to increase the likelihood of enforcementAnticipate common drafting traps and how to avoid themExamine the interplay between geographic breadth and business description, especially in the digital age of remote and hybrid workplacesSpeakers: Leigh Ann Buziak, Melissa L. McDonagh, C. Max Perlman, Eric Akira Tate, Sarah C. C. TishlerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Essentials of Drafting Noncompete Agreements and Related Restrictive Covenants in 2026 (Substantive Outline)Max Perlman,Melissa L. McDonagh,Leigh Ann Buziak,Eric Akira Tate,Sarah C.C. TishlerPresentation MaterialPractical Tips for Drafting Noncompete Agreements and Related Restrictive CovenantsLeigh Ann Buziak, Melissa L. McDonagh, Max Perlman, Eric Akira Tate, Sarah C.C. Tishler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464901 464901 25 G4783 1:00:46 https://www.pli.edu/programs/fundamentals-of-noncompetes/464903?tCode=WTC5_RSS01 Practice skills (Employment and labor) Regulation, compliance, and enforcement (Employment and labor) Practice skills (Intellectual property) Noncompetes Taken from the Web Program Recorded April 21, 2026 in New YorkThe Essentials of Drafting Noncompete Agreements and Related Restrictive Covenants in 2026 [01:00:45]This panel will explain the fundamentals of drafting restrictive covenants. After completing this session, participants will be able to:Know when and under what circumstances employees can be asked to sign a noncompete or other restrictive covenantUnderstand the implications of using noncompetes for employees across state lines, and how to anticipate and plan for further changesExplore when and how to use forum selection and choice of law clauses, when they are required, and when they won't helpIdentify the key issues when drafting restrictions for different level employees to increase the likelihood of enforcementAnticipate common drafting traps and how to avoid themExamine the interplay between geographic breadth and business description, especially in the digital age of remote and hybrid workplacesSpeakers: Leigh Ann Buziak, Melissa L. McDonagh, C. Max Perlman, Eric Akira Tate, Sarah C. C. TishlerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Essentials of Drafting Noncompete Agreements and Related Restrictive Covenants in 2026 (Substantive Outline)Max Perlman,Melissa L. McDonagh,Leigh Ann Buziak,Eric Akira Tate,Sarah C.C. TishlerPresentation MaterialPractical Tips for Drafting Noncompete Agreements and Related Restrictive CovenantsLeigh Ann Buziak, Melissa L. McDonagh, Max Perlman, Eric Akira Tate, Sarah C.C. Tishler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464903 464903 163 G4783 1:01:27 https://www.pli.edu/programs/fundamentals-of-noncompetes/464902?tCode=WTC5_RSS01 Practice skills (Employment and labor) Regulation, compliance, and enforcement (Employment and labor) Practice skills (Intellectual property) Noncompetes Taken from the Web Program Recorded April 21, 2026 in New YorkThe Essentials of Drafting Noncompete Agreements and Related Restrictive Covenants in 2026 [01:00:45]This panel will explain the fundamentals of drafting restrictive covenants. After completing this session, participants will be able to:Know when and under what circumstances employees can be asked to sign a noncompete or other restrictive covenantUnderstand the implications of using noncompetes for employees across state lines, and how to anticipate and plan for further changesExplore when and how to use forum selection and choice of law clauses, when they are required, and when they won't helpIdentify the key issues when drafting restrictions for different level employees to increase the likelihood of enforcementAnticipate common drafting traps and how to avoid themExamine the interplay between geographic breadth and business description, especially in the digital age of remote and hybrid workplacesSpeakers: Leigh Ann Buziak, Melissa L. McDonagh, C. Max Perlman, Eric Akira Tate, Sarah C. C. TishlerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Essentials of Drafting Noncompete Agreements and Related Restrictive Covenants in 2026 (Substantive Outline)Max Perlman,Melissa L. McDonagh,Leigh Ann Buziak,Eric Akira Tate,Sarah C.C. TishlerPresentation MaterialPractical Tips for Drafting Noncompete Agreements and Related Restrictive CovenantsLeigh Ann Buziak, Melissa L. McDonagh, Max Perlman, Eric Akira Tate, Sarah C.C. Tishler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464902 464902 98 G4783 1:01:27 https://www.pli.edu/programs/fundamentals-of-noncompetes/464898?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Trade secrets Employment litigation Trade secret dispute litigation Noncompetes Taken from the Web Program Recorded April 21, 2026 in New YorkKey Considerations in Restrictive Covenant Litigation in 2026 [01:01:52]This panel will discuss essential components and effective strategies for litigating restrictive covenant cases. After attending this session, attendees will be able to:Assess the key issues and common challenges that often arise in restrictive covenant litigationLearn how to approach and handle a case from the perspective of a plaintiff and defendantKnow when and how to take advantage of – or try to avoid – forum selection and choice of law clausesStrategize methods to maximize the likelihood of successful enforcement of restrictive covenantsRecognize how a carefully crafted preliminary injunction order can protect your company and/or client’s interests and avoid the need for protracted litigationSpeakers: Kimberly E. Carson, Nicole D. Galli, Bambo Obaro, David A. PaulThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Soup to Nuts: The Basics of Restrictive Covenant Litigation (Substantive Outline)Kimberly E. Carson,Lea C. Dearing,Nicole D. Galli,Bambo Obaro,David A. Paul Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464898 464898 25 G4783 1:01:53 https://www.pli.edu/programs/fundamentals-of-noncompetes/464899?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Trade secrets Employment litigation Trade secret dispute litigation Noncompetes Taken from the Web Program Recorded April 21, 2026 in New YorkKey Considerations in Restrictive Covenant Litigation in 2026 [01:01:52]This panel will discuss essential components and effective strategies for litigating restrictive covenant cases. After attending this session, attendees will be able to:Assess the key issues and common challenges that often arise in restrictive covenant litigationLearn how to approach and handle a case from the perspective of a plaintiff and defendantKnow when and how to take advantage of – or try to avoid – forum selection and choice of law clausesStrategize methods to maximize the likelihood of successful enforcement of restrictive covenantsRecognize how a carefully crafted preliminary injunction order can protect your company and/or client’s interests and avoid the need for protracted litigationSpeakers: Kimberly E. Carson, Nicole D. Galli, Bambo Obaro, David A. PaulThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Soup to Nuts: The Basics of Restrictive Covenant Litigation (Substantive Outline)Kimberly E. Carson,Lea C. Dearing,Nicole D. Galli,Bambo Obaro,David A. Paul Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464899 464899 98 G4783 1:02:34 https://www.pli.edu/programs/fundamentals-of-noncompetes/464900?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Trade secrets Employment litigation Trade secret dispute litigation Noncompetes Taken from the Web Program Recorded April 21, 2026 in New YorkKey Considerations in Restrictive Covenant Litigation in 2026 [01:01:52]This panel will discuss essential components and effective strategies for litigating restrictive covenant cases. After attending this session, attendees will be able to:Assess the key issues and common challenges that often arise in restrictive covenant litigationLearn how to approach and handle a case from the perspective of a plaintiff and defendantKnow when and how to take advantage of – or try to avoid – forum selection and choice of law clausesStrategize methods to maximize the likelihood of successful enforcement of restrictive covenantsRecognize how a carefully crafted preliminary injunction order can protect your company and/or client’s interests and avoid the need for protracted litigationSpeakers: Kimberly E. Carson, Nicole D. Galli, Bambo Obaro, David A. PaulThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Soup to Nuts: The Basics of Restrictive Covenant Litigation (Substantive Outline)Kimberly E. Carson,Lea C. Dearing,Nicole D. Galli,Bambo Obaro,David A. Paul Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464900 464900 163 G4783 1:02:34 https://www.pli.edu/programs/construction-management-strategies-to-protect-the-owners-budget/458780?tCode=WTC5_RSS01 Real estate litigation Real estate Real estate construction Construction contracts In the preparation and negotiation of construction management agreements there is often a tension between the owner and construction manager as to contractual provisions which may be more beneficial to one or the other. This program, presented by experienced construction attorneys and an owner’s representative, will provide practical advice for owners and their advisors in preparing and negotiating construction management agreements, with an emphasis on controlling fees and costs of the construction manager through carefully crafted contractual provisions. The discussion will examine different types of contractual delivery methods and related contract provisions.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458780 458780 104 G5693 1:01:38 https://www.pli.edu/programs/construction-management-strategies-to-protect-the-owners-budget/462533?tCode=WTC5_RSS01 Real estate litigation Real estate Real estate construction Construction contracts In the preparation and negotiation of construction management agreements there is often a tension between the owner and construction manager as to contractual provisions which may be more beneficial to one or the other. This program, presented by experienced construction attorneys and an owner’s representative, will provide practical advice for owners and their advisors in preparing and negotiating construction management agreements, with an emphasis on controlling fees and costs of the construction manager through carefully crafted contractual provisions. The discussion will examine different types of contractual delivery methods and related contract provisions.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462533 462533 98 G5693 1:02:19 https://www.pli.edu/programs/construction-management-strategies-to-protect-the-owners-budget/462534?tCode=WTC5_RSS01 Real estate litigation Real estate Real estate construction Construction contracts In the preparation and negotiation of construction management agreements there is often a tension between the owner and construction manager as to contractual provisions which may be more beneficial to one or the other. This program, presented by experienced construction attorneys and an owner’s representative, will provide practical advice for owners and their advisors in preparing and negotiating construction management agreements, with an emphasis on controlling fees and costs of the construction manager through carefully crafted contractual provisions. The discussion will examine different types of contractual delivery methods and related contract provisions.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462534 462534 163 G5693 1:02:19 https://www.pli.edu/programs/delaware-law-developments/441760?tCode=WTC5_RSS01 Corporate law Corporate governance Regulation, compliance, and enforcement (Corporate law) Litigation Delaware law continues to play a critical role in U.S. corporate and securities law, particularly in today’s challenging and changing business environment. This unique program focuses on the important Delaware corporate law developments as shaped by the courts and legislature over the past year and how they impact your corporate or legal practice. Our expert faculty from the Delaware judiciary, leading law firms, and corporations will examine the latest case law and practical trends, and will share their real-world experiences, insights and advice on the issues of greatest concern to the corporate/securities legal community.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441760 441760 32 G3227 5:15:26 https://www.pli.edu/programs/the-foreign-corrupt-practices-act-and-international-anti-corruption-developments/444099?tCode=WTC5_RSS01 Foreign corporations Regulation, compliance, and enforcement (Corporate law) Cross-border investigations International law Cross-border transactions The Foreign Corrupt Practices Act (“FCPA”) is at the top of most NY companies’ key risk areas, but the enforcement environment is uncertain given recent federal announcements. Nevertheless, other countries and international organizations continue to ramp up their anti-corruption enforcement, and effective anti-corruption programs continue to be hallmarks of good governance. This program, taught by a faculty of leading practitioners and in-house counsel will give you the knowledge and tools you need to understand the changing US enforcement landscape, spot the issues early, develop workable risk management processes, plan and manage investigations, and implement effective compliance programs. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444099 444099 32 G3084 6:35:24 https://www.pli.edu/programs/california-nonprofit-practice/444811?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Nonprofit organizations Tax This program is directed to attorneys who work with and within nonprofit organizations formed or operating in California. The faculty will provide up-to-date guidance on governance and operational issues for nonprofits, including choice of entity matters, creation and termination of nonprofit organizations, best practices for boards of directors and officers, protection of charitable assets, fundraising, and an overview of relevant business matters such as staffing, advocacy and lobbying work by nonprofits, and protection of intellectual property assets. The faculty will also discuss the use of California nonprofit organizations in social enterprise. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444811 444811 20 G5041 2026-12-17T22:20:00Z 5:21:46 San Francisco CA USA https://www.pli.edu/programs/california-nonprofit-practice/444812?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Nonprofit organizations Tax This program is directed to attorneys who work with and within nonprofit organizations formed or operating in California. The faculty will provide up-to-date guidance on governance and operational issues for nonprofits, including choice of entity matters, creation and termination of nonprofit organizations, best practices for boards of directors and officers, protection of charitable assets, fundraising, and an overview of relevant business matters such as staffing, advocacy and lobbying work by nonprofits, and protection of intellectual property assets. The faculty will also discuss the use of California nonprofit organizations in social enterprise. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444812 444812 13 G5041 2026-12-17T22:20:00Z 5:21:46 San Francisco CA USA https://www.pli.edu/programs/anti-money-laundering/chb/444115?tCode=WTC5_RSS01 Money laundering Combating the financing of terrorism Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Anti-money laundering Money laundering is a global issue. Anti-Money Laundering (“AML”) / Counter-Financing of Terrorism (“CFT”) regulation and enforcement continue to evolve and has grown dramatically in breadth and sophistication – just as illicit actors continue to find new and creative methods to launder their illegal proceeds. These issues present unique legal challenges and impact both bank and non-bank financial institutions, executives and professionals.  Regulators and prosecutors continue to focus on the misuse of shell companies, new technologies for transferring value, offshore entities, and cross-border transactions to conceal the source or control of funds used to purchase assets and make investments. Financial institutions seek compliance but stress the need to reduce regulatory burdens and provide flexibility for new technologies and industries to grow.  2026 will be another significant year in AML/CFT regulation, compliance and enforcement due to evolving technology. These changes will implicate countless issues, including the effectiveness of AML compliance programs and BSA reporting requirements.  Further, the evolving role of blockchain technology and cryptocurrency remains a key enforcement and regulatory issue. Meanwhile, significant regulatory actions, prosecutions and forfeitures will continue.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444115 444115 28 G3201 0:00:00 https://www.pli.edu/programs/anti-money-laundering/chb/444116?tCode=WTC5_RSS01 Money laundering Combating the financing of terrorism Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Anti-money laundering Money laundering is a global issue. Anti-Money Laundering (“AML”) / Counter-Financing of Terrorism (“CFT”) regulation and enforcement continue to evolve and has grown dramatically in breadth and sophistication – just as illicit actors continue to find new and creative methods to launder their illegal proceeds. These issues present unique legal challenges and impact both bank and non-bank financial institutions, executives and professionals.  Regulators and prosecutors continue to focus on the misuse of shell companies, new technologies for transferring value, offshore entities, and cross-border transactions to conceal the source or control of funds used to purchase assets and make investments. Financial institutions seek compliance but stress the need to reduce regulatory burdens and provide flexibility for new technologies and industries to grow.  2026 will be another significant year in AML/CFT regulation, compliance and enforcement due to evolving technology. These changes will implicate countless issues, including the effectiveness of AML compliance programs and BSA reporting requirements.  Further, the evolving role of blockchain technology and cryptocurrency remains a key enforcement and regulatory issue. Meanwhile, significant regulatory actions, prosecutions and forfeitures will continue.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444116 444116 257 G3201 0:00:00 https://www.pli.edu/catalog/publications/treatise/the-circular-230-deskbook-related-penalties-reportable-transactions-working-forms/9134?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Accounting and financial reporting) Tax Practice skills (Tax) Regulation, compliance, and enforcement (Tax) Tax penalties An essential compliance tool for tax professionals who practice before the IRS. Expert guidance on rules, regulations, ethical conduct provisions, and disciplinary procedures set forth in Circular 230, highlighting tax practice dos and don’ts and featuring compliance tables, flowcharts, and lists.?? Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 9134 9134 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/the-circular-230-deskbook-related-penalties-reportable-transactions-working-forms/309353?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Accounting and financial reporting) Tax Practice skills (Tax) Regulation, compliance, and enforcement (Tax) Tax penalties The Circular 230 Deskbook is an essential compliance resource for every tax professional who practices before the IRS, helping practitioners comply with complex Circular 230 amendments more easily — and avoid costly penalties and sanctions. The Circular 230 Deskbook shows you how to:• Meet mandated duties applicable to six types of covered opinions• Comply with critical requirements for written tax advice• Carry out prescribed duties when advising in preparation of tax returns• Qualify for ”safe harbors” that free you from burdensome Circular standards, and exploit proven defenses against penaltiesThe digital edition of The Circular 230 Deskbook: Related Penalties, Reportable Transactions, Working Forms now includes a CPE self-study module, offering accounting professionals a convenient way to earn Continuing Professional Education (CPE) credit.Course Overview:The chapters comprising this QAS Self-Study Program will focus on:·       IRS information requests and privilege (§ 10.20).·       Disciplinary inquiries.·       Client-related duties (§§ 10.21-10.22), including advisory obligations and due diligence.·       Prompt handling of IRS matters (§ 10.23).·       Professional restrictions (§§ 10.24-10.25).CPE Program Level: OverviewIntended Audience: CPAs, tax accountants, tax lawyers, in-house tax professionals, taxpayers, government attorneys, and others seeking the latest information on ethical issues discussed in Circular 230.Prerequisites: A basic understanding of the professional standards set forth by Circular 230.Advanced Preparation: A background in tax, accounting, economics, and/or law.Instructional Method: QAS Self-StudyUpdated: June 2026Credit Information: 1 CPE credit is available upon completion of this program’s 3 content-review questions and a minimum passing score of 70% on the 5-question final exam. The CPE exam is required in accordance with NASBA Standard 9 – 04. You have unlimited retakes and up to one year to access this exam and achieve a passing score for CPE credit.Practising Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 309353 309353 111 0:00:00 https://www.pli.edu/programs/broadband-and-cable-industry-law/chb/441666?tCode=WTC5_RSS01 Broadband and cable Technology Attend this program for a timely, practical update on the laws and policies shaping the broadband and cable industry in 2026. Hear from leading outside and in-house counsel and current government officials on Capitol Hill priorities, FCC initiatives, pole attachment and permitting disputes, the shift to all IP networks, AI use cases and privacy/compliance issues, and the rollout of BEAD and other federal and state funding programs—so you can anticipate risks, spot opportunities, and plan for what’s next. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441666 441666 28 G3083 0:00:00 https://www.pli.edu/programs/broadband-and-cable-industry-law/chb/441667?tCode=WTC5_RSS01 Broadband and cable Technology Attend this program for a timely, practical update on the laws and policies shaping the broadband and cable industry in 2026. Hear from leading outside and in-house counsel and current government officials on Capitol Hill priorities, FCC initiatives, pole attachment and permitting disputes, the shift to all IP networks, AI use cases and privacy/compliance issues, and the rollout of BEAD and other federal and state funding programs—so you can anticipate risks, spot opportunities, and plan for what’s next. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441667 441667 257 G3083 0:00:00 https://www.pli.edu/programs/hot-topics-in-child-custody-visitation--guardianship-for-new-york-practitioners/464811?tCode=WTC5_RSS01 Family law Family court Practice skills (Family law) Child custody Hearings (Litigation) Taken from the Web Program Recorded April 20, 2026 in New YorkNavigating Complex Child Custody Cases: In Camera/Lincoln Hearings [01:01:09]This session will review the role and process of conducting an in camera/Lincoln hearing in child custody, visitation, and family offense matters. You will explore how to balance the child's voice with the need to protect the child from litigation pressures. After completing this session, participants will be able to:Understand the legal foundation and purpose of an in camera/Lincoln hearingIdentify when it is appropriate and necessary to request an in camera (cases involving high conflict, allegations of abuse, or claims of parental alienation)Recognize the procedural considerations surrounding in cameras/Lincoln hearings, including when to request or oppose the hearing, what type of questions to prepare and submit to the Judge for consideration, and as the AFC prepare the child for the hearingExamine how the Court evaluates the information obtained during the hearing and determines the weight given to the child's statements within the best interest of the child standardHon. Ariel D. Chesler, Tara Diamond, Yury SakharovPresentation MaterialNavigating Complex Child Custody Cases: In Camera/Lincoln Hearings PowerPointHon. Ariel D. Chesler, Tara Diamond, Yury Sakharov Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464811 464811 163 G3054 1:01:09 https://www.pli.edu/programs/hot-topics-in-child-custody-visitation--guardianship-for-new-york-practitioners/464812?tCode=WTC5_RSS01 Family law Family court Practice skills (Family law) Child custody Hearings (Litigation) Taken from the Web Program Recorded April 20, 2026 in New YorkNavigating Complex Child Custody Cases: In Camera/Lincoln Hearings [01:01:09]This session will review the role and process of conducting an in camera/Lincoln hearing in child custody, visitation, and family offense matters. You will explore how to balance the child's voice with the need to protect the child from litigation pressures. After completing this session, participants will be able to:Understand the legal foundation and purpose of an in camera/Lincoln hearingIdentify when it is appropriate and necessary to request an in camera (cases involving high conflict, allegations of abuse, or claims of parental alienation)Recognize the procedural considerations surrounding in cameras/Lincoln hearings, including when to request or oppose the hearing, what type of questions to prepare and submit to the Judge for consideration, and as the AFC prepare the child for the hearingExamine how the Court evaluates the information obtained during the hearing and determines the weight given to the child's statements within the best interest of the child standardHon. Ariel D. Chesler, Tara Diamond, Yury SakharovPresentation MaterialNavigating Complex Child Custody Cases: In Camera/Lincoln Hearings PowerPointHon. Ariel D. Chesler, Tara Diamond, Yury Sakharov Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464812 464812 98 G3054 1:01:09 https://www.pli.edu/programs/hot-topics-in-child-custody-visitation--guardianship-for-new-york-practitioners/464813?tCode=WTC5_RSS01 Family law Family court Practice skills (Family law) Child custody Hearings (Litigation) Taken from the Web Program Recorded April 20, 2026 in New YorkNavigating Complex Child Custody Cases: In Camera/Lincoln Hearings [01:01:09]This session will review the role and process of conducting an in camera/Lincoln hearing in child custody, visitation, and family offense matters. You will explore how to balance the child's voice with the need to protect the child from litigation pressures. After completing this session, participants will be able to:Understand the legal foundation and purpose of an in camera/Lincoln hearingIdentify when it is appropriate and necessary to request an in camera (cases involving high conflict, allegations of abuse, or claims of parental alienation)Recognize the procedural considerations surrounding in cameras/Lincoln hearings, including when to request or oppose the hearing, what type of questions to prepare and submit to the Judge for consideration, and as the AFC prepare the child for the hearingExamine how the Court evaluates the information obtained during the hearing and determines the weight given to the child's statements within the best interest of the child standardHon. Ariel D. Chesler, Tara Diamond, Yury SakharovPresentation MaterialNavigating Complex Child Custody Cases: In Camera/Lincoln Hearings PowerPointHon. Ariel D. Chesler, Tara Diamond, Yury Sakharov Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464813 464813 25 G3054 1:00:27 https://www.pli.edu/programs/hot-topics-in-child-custody-visitation--guardianship-for-new-york-practitioners/464816?tCode=WTC5_RSS01 Family law Family court Practice skills (Family law) Child custody Taken from the Web Program Recorded April 20, 2026 in New YorkRecent Developments in Child Custody and Visitation Issues [01:04:38]This session will provide an overview of the recent case law trends in custody and visitation cases in New York Family Court. After completing this session, participants will be able to:Have an updated understanding of new case law in custody and visitation casesIdentify emerging issues that are unique to international custody disputes and the role of the UCCJEALearn the role that Family Court practitioners can play in assisting vulnerable populations through custody and visitation litigationHon. Gail Adams, Jennifer E. Reddin CassarPresentation MaterialRecent Developments in Child Custody and Visitation Issues PowerPointHon. Gail Adams, Jennifer E. Reddin Cassar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464816 464816 25 G3054 1:04:38 https://www.pli.edu/programs/hot-topics-in-child-custody-visitation--guardianship-for-new-york-practitioners/464814?tCode=WTC5_RSS01 Family law Family court Practice skills (Family law) Child custody Taken from the Web Program Recorded April 20, 2026 in New YorkRecent Developments in Child Custody and Visitation Issues [01:04:38]This session will provide an overview of the recent case law trends in custody and visitation cases in New York Family Court. After completing this session, participants will be able to:Have an updated understanding of new case law in custody and visitation casesIdentify emerging issues that are unique to international custody disputes and the role of the UCCJEALearn the role that Family Court practitioners can play in assisting vulnerable populations through custody and visitation litigationHon. Gail Adams, Jennifer E. Reddin CassarPresentation MaterialRecent Developments in Child Custody and Visitation Issues PowerPointHon. Gail Adams, Jennifer E. Reddin Cassar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464814 464814 163 G3054 1:05:20 https://www.pli.edu/programs/hot-topics-in-child-custody-visitation--guardianship-for-new-york-practitioners/464815?tCode=WTC5_RSS01 Family law Family court Practice skills (Family law) Child custody Taken from the Web Program Recorded April 20, 2026 in New YorkRecent Developments in Child Custody and Visitation Issues [01:04:38]This session will provide an overview of the recent case law trends in custody and visitation cases in New York Family Court. After completing this session, participants will be able to:Have an updated understanding of new case law in custody and visitation casesIdentify emerging issues that are unique to international custody disputes and the role of the UCCJEALearn the role that Family Court practitioners can play in assisting vulnerable populations through custody and visitation litigationHon. Gail Adams, Jennifer E. Reddin CassarPresentation MaterialRecent Developments in Child Custody and Visitation Issues PowerPointHon. Gail Adams, Jennifer E. Reddin Cassar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464815 464815 98 G3054 1:05:20 https://www.pli.edu/programs/hot-topics-in-child-custody-visitation--guardianship-for-new-york-practitioners/464810?tCode=WTC5_RSS01 Family law Child abuse Family court Child welfare Child custody Taken from the Web Program Recorded April 20, 2026 in New YorkThe Intersection of Child Protective and Custody Cases [01:31:13]This session will examine the intersection of Article 10 child protective proceedings at the dispositional stage and pending Article 6 custody proceedings in Family Court. After completing this session, participants will be able to: Distinguish the legal standards, parties, and burdens of proof that apply in Article 6 custody proceedings versus Article 10 child protective proceedings at the dispositional stageEvaluate when to seek combined versus separate Article 10 dispositional and Article 6 custody hearings, including the evidentiary and strategic implications of each approachApply the legal limits on issuing temporary and final custody orders while an Article 10 proceeding is pending, including how disposition outcomes can affect custody determinationsAnalyze how Family Court manages parallel custody and child protective matters when one or more parents are involved in an Article 10 case, including sequencing, scope, and collateral consequencesHon. Ilana Gruebel (Ret.), John Morgano, Aubrey WislerPresentation MaterialThe Intersection of Child Protective and Custody Cases PowerPointHon. Ilana Gruebel (Ret.), John Morgano, Aubrey Wisler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464810 464810 25 G3054 1:31:14 https://www.pli.edu/programs/hot-topics-in-child-custody-visitation--guardianship-for-new-york-practitioners/464808?tCode=WTC5_RSS01 Family law Child abuse Family court Child welfare Child custody Taken from the Web Program Recorded April 20, 2026 in New YorkThe Intersection of Child Protective and Custody Cases [01:31:13]This session will examine the intersection of Article 10 child protective proceedings at the dispositional stage and pending Article 6 custody proceedings in Family Court. After completing this session, participants will be able to: Distinguish the legal standards, parties, and burdens of proof that apply in Article 6 custody proceedings versus Article 10 child protective proceedings at the dispositional stageEvaluate when to seek combined versus separate Article 10 dispositional and Article 6 custody hearings, including the evidentiary and strategic implications of each approachApply the legal limits on issuing temporary and final custody orders while an Article 10 proceeding is pending, including how disposition outcomes can affect custody determinationsAnalyze how Family Court manages parallel custody and child protective matters when one or more parents are involved in an Article 10 case, including sequencing, scope, and collateral consequencesHon. Ilana Gruebel (Ret.), John Morgano, Aubrey WislerPresentation MaterialThe Intersection of Child Protective and Custody Cases PowerPointHon. Ilana Gruebel (Ret.), John Morgano, Aubrey Wisler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464808 464808 163 G3054 1:31:55 https://www.pli.edu/programs/hot-topics-in-child-custody-visitation--guardianship-for-new-york-practitioners/464809?tCode=WTC5_RSS01 Family law Child abuse Family court Child welfare Child custody Taken from the Web Program Recorded April 20, 2026 in New YorkThe Intersection of Child Protective and Custody Cases [01:31:13]This session will examine the intersection of Article 10 child protective proceedings at the dispositional stage and pending Article 6 custody proceedings in Family Court. After completing this session, participants will be able to: Distinguish the legal standards, parties, and burdens of proof that apply in Article 6 custody proceedings versus Article 10 child protective proceedings at the dispositional stageEvaluate when to seek combined versus separate Article 10 dispositional and Article 6 custody hearings, including the evidentiary and strategic implications of each approachApply the legal limits on issuing temporary and final custody orders while an Article 10 proceeding is pending, including how disposition outcomes can affect custody determinationsAnalyze how Family Court manages parallel custody and child protective matters when one or more parents are involved in an Article 10 case, including sequencing, scope, and collateral consequencesHon. Ilana Gruebel (Ret.), John Morgano, Aubrey WislerPresentation MaterialThe Intersection of Child Protective and Custody Cases PowerPointHon. Ilana Gruebel (Ret.), John Morgano, Aubrey Wisler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464809 464809 98 G3054 1:31:55 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/chb/444141?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Our stellar faculty of international dealmakers will analyze the latest legal and business trends in key global markets in Asia, EMEA, and Latin America. The program provides a comprehensive overview of the most pressing legal and business issues involved in international deal making. Attorneys and other professionals in the field will benefit from the insights offered by a strong, international faculty, who will draw on decades of combined experience to share the best practices and most effective strategies they have learned and successfully employed. This program will bring together dozens of leading attorneys with global expertise, providing an excellent networking opportunity in addition to an unmatched learning experience. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444141 444141 28 G3164 0:00:00 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/chb/444142?tCode=WTC5_RSS01 International law Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Our stellar faculty of international dealmakers will analyze the latest legal and business trends in key global markets in Asia, EMEA, and Latin America. The program provides a comprehensive overview of the most pressing legal and business issues involved in international deal making. Attorneys and other professionals in the field will benefit from the insights offered by a strong, international faculty, who will draw on decades of combined experience to share the best practices and most effective strategies they have learned and successfully employed. This program will bring together dozens of leading attorneys with global expertise, providing an excellent networking opportunity in addition to an unmatched learning experience. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444142 444142 257 G3164 0:00:00 https://www.pli.edu/programs/corporate-whistleblowing/chb/444525?tCode=WTC5_RSS01 Corporate ethics Corporate social responsibility Crisis management (Corporate law) Whistleblowers White collar crime This program will offer expert insights into recent whistleblower developments that have shaped the current risk landscape. Leading whistleblower law practitioners, including current and former regulators, will provide in-depth perspectives on recent regulatory and legal developments, including the current and future direction of the federal whistleblower bounty and protection programs, what to expect in regulatory enforcement developments in the coming year, and best practices in responding to whistleblower reports. The program will also review the ethical challenges of prosecuting and defending whistleblower claims and offer practical strategies for managing them. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444525 444525 28 G3260 0:00:00 https://www.pli.edu/programs/corporate-whistleblowing/chb/444526?tCode=WTC5_RSS01 Corporate ethics Corporate social responsibility Crisis management (Corporate law) Whistleblowers White collar crime This program will offer expert insights into recent whistleblower developments that have shaped the current risk landscape. Leading whistleblower law practitioners, including current and former regulators, will provide in-depth perspectives on recent regulatory and legal developments, including the current and future direction of the federal whistleblower bounty and protection programs, what to expect in regulatory enforcement developments in the coming year, and best practices in responding to whistleblower reports. The program will also review the ethical challenges of prosecuting and defending whistleblower claims and offer practical strategies for managing them. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444526 444526 257 G3260 0:00:00 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/chb/442031?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Data privacy and cybersecurity issues have become mission-critical C-Suite issues because they directly affect a company’s strategy, legal compliance obligations, financial health, and reputation. Data has become one of the most valuable assets for private and public sector organizations alike. The Internet, artificial intelligence (AI) and machine learning, biometrics, and other transformative technologies employ powerful tools to collect, combine, analyze, use, store, and dispose of personal information. Questions abound regarding the responsibility that comes with the extraordinary power of data-driven generative AI. These rapidly changing data trends create a breathtaking range of compliance and liability issues, while raising the stakes for protecting such data in challenging risk environments, whether internal vulnerabilities or criminal cyberattacks or other threats. New laws and obligations are continually emerging from legislators, regulators, and the courts to address the corresponding privacy and cybersecurity implications. This annual program focuses on the latest developments, along with strategic approaches, to keep attorneys and other privacy and cybersecurity professionals up-to-date and ready to respond effectively in this complex and dynamic area. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442031 442031 257 G3108 0:00:00 https://www.pli.edu/catalog/publications/treatise/audit-committee-deskbook/325515?tCode=WTC5_RSS01 Audit committees (Auditing) Internal investigations (Corporate law) Whistleblowers A comprehensive guide to the duties and responsibilities of audit committees, the day-to-day legal issues they deal with, and the most difficult problems they may be called upon to address. Includes extensive sample corporate policies, committee charters, guidelines, questionnaires, and more. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 325515 325515 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/master-the-proxy-statement/331397?tCode=WTC5_RSS01 Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Proxy statements Master the Proxy Statement is an easy-to-use handbook on preparing proxy solicitation materials in compliance with the Securities Exchange Act of 1934, Regulation 14A, Schedule 14A, and all applicable federal securities laws and regulations. Like its counterparts Master the 8-K and Master the 10-K and 10-Q, this step-by-step guide draws on the expertise of author Gary M. Brown to deliver clear explanations, detailed guidance, and essential practice tips. A must-have guide for securities practitioners advising companies on year-end disclosures and for financial and other personnel who are responsible for preparing portions of a company’s proxy materials. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 331397 331397 111 0:00:00 https://www.pli.edu/catalog/publications/treatise/master-the-proxy-statement/395392?tCode=WTC5_RSS01 Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Proxy statements A standalone handbook to preparing proxy solicitation materials in compliance with the Securities Exchange Act of 1934, Regulation 14A, Schedule 14A, and all applicable federal securities laws and regulations. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 395392 395392 59 0:00:00 https://www.pli.edu/catalog/publications/treatise/master-the-proxy-statement/447825?tCode=WTC5_RSS01 Securities and other financial products Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Proxy statements A standalone handbook to preparing proxy solicitation materials in compliance with the Securities Exchange Act of 1934, Regulation 14A, Schedule 14A, and all applicable federal securities laws and regulations. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447825 447825 59 0:00:00 https://www.pli.edu/programs/autonomous-systems/464633?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Trade secrets Technology Autonomous vehicles Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 17, 2026 in New YorkAutonomous Vehicles: Intellectual Property Development and Trends [01:01:27]The autonomous systems industry is built on complex, overlapping intellectual property portfolios spanning trade secrets, copyrights, patents, and data rights. This session will examine the emerging issues around AI-generated inventions trade secrets and copyrights in AI algorithms and control systems, copyright protection for training data and patent litigation trends in sensor technology,. Practical guidance in this crowded technology space and protecting proprietary algorithms while meeting regulatory transparency requirements.After this session, attendees will understand:Strategies for protecting AI/ML algorithms as trade secrets versus seeking patent protectionCopyright issues surrounding training data, including fair use arguments and licensing requirementsKey patent battles and their implications for product development and market entryOpen-source software complications in autonomous systems (GPL, Apache, etc.)IP considerations in collaborative development and data-sharing arrangementsAddressing inventorship issues when AI contributes to innovationMelody Drummond Hansen, Kristen Johns, Michael KraichThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ariel S. Wolf, et al., Venable LLP, The On-Ramp: An Autonomous, Connected, and Electric Mobility Newsletter (November 25, 2025)Ariel S. WolfPresentation MaterialSegment PPT: Autonomous Vehicles: Intellectual Property Development and TrendsMelody Drummond Hansen, Kristen Johns, Michael Kraich Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464633 464633 98 G5628 1:01:27 https://www.pli.edu/programs/autonomous-systems/464635?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Trade secrets Technology Autonomous vehicles Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 17, 2026 in New YorkAutonomous Vehicles: Intellectual Property Development and Trends [01:01:27]The autonomous systems industry is built on complex, overlapping intellectual property portfolios spanning trade secrets, copyrights, patents, and data rights. This session will examine the emerging issues around AI-generated inventions trade secrets and copyrights in AI algorithms and control systems, copyright protection for training data and patent litigation trends in sensor technology,. Practical guidance in this crowded technology space and protecting proprietary algorithms while meeting regulatory transparency requirements.After this session, attendees will understand:Strategies for protecting AI/ML algorithms as trade secrets versus seeking patent protectionCopyright issues surrounding training data, including fair use arguments and licensing requirementsKey patent battles and their implications for product development and market entryOpen-source software complications in autonomous systems (GPL, Apache, etc.)IP considerations in collaborative development and data-sharing arrangementsAddressing inventorship issues when AI contributes to innovationMelody Drummond Hansen, Kristen Johns, Michael KraichThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ariel S. Wolf, et al., Venable LLP, The On-Ramp: An Autonomous, Connected, and Electric Mobility Newsletter (November 25, 2025)Ariel S. WolfPresentation MaterialSegment PPT: Autonomous Vehicles: Intellectual Property Development and TrendsMelody Drummond Hansen, Kristen Johns, Michael Kraich Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464635 464635 163 G5628 1:01:27 https://www.pli.edu/programs/autonomous-systems/464634?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Trade secrets Technology Autonomous vehicles Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 17, 2026 in New YorkAutonomous Vehicles: Intellectual Property Development and Trends [01:01:27]The autonomous systems industry is built on complex, overlapping intellectual property portfolios spanning trade secrets, copyrights, patents, and data rights. This session will examine the emerging issues around AI-generated inventions trade secrets and copyrights in AI algorithms and control systems, copyright protection for training data and patent litigation trends in sensor technology,. Practical guidance in this crowded technology space and protecting proprietary algorithms while meeting regulatory transparency requirements.After this session, attendees will understand:Strategies for protecting AI/ML algorithms as trade secrets versus seeking patent protectionCopyright issues surrounding training data, including fair use arguments and licensing requirementsKey patent battles and their implications for product development and market entryOpen-source software complications in autonomous systems (GPL, Apache, etc.)IP considerations in collaborative development and data-sharing arrangementsAddressing inventorship issues when AI contributes to innovationMelody Drummond Hansen, Kristen Johns, Michael KraichThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ariel S. Wolf, et al., Venable LLP, The On-Ramp: An Autonomous, Connected, and Electric Mobility Newsletter (November 25, 2025)Ariel S. WolfPresentation MaterialSegment PPT: Autonomous Vehicles: Intellectual Property Development and TrendsMelody Drummond Hansen, Kristen Johns, Michael Kraich Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464634 464634 25 G5628 1:00:45 https://www.pli.edu/programs/autonomous-systems/464624?tCode=WTC5_RSS01 Sales contracts License agreements (Corporate contracts) Technology Autonomous vehicles Software Taken from the Web Program Recorded April 17, 2026 in New YorkAutonomous Vehicles: Commercial Contracting and Transactional Considerations [01:02:21]Deploying autonomous systems requires carefully drafted agreements that address unique risks and allocate responsibility among multiple parties. This session provides practical guidance on drafting and negotiating development agreements, licensing arrangements, deployment contracts, and service agreements. Key provisions include performance standards and testing protocols, software update obligations, data ownership and usage rights, warranty limitations, and liability caps. Special attention will be given to pilot program agreements, fleet management contracts, and the challenge of defining “autonomous” performance in measurable contractual terms.After completing this session, participants will understand:Essential provisions for autonomous system purchase and deployment agreementsHow to draft measurable performance standards and acceptance criteriaSoftware licensing versus SaaS models for autonomous system functionalityAllocation of liability and insurance requirements in multi-party arrangementsUpdate and upgrade obligations, including mandatory safety updatesData ownership, access, and usage rights in operational agreementsTermination provisions and transition planning for autonomous system contractsInternational contracting considerations and choice of law issuesLeonard T. Nuara (Moderator); Joshua Cohn, Judi OttesonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ariel S. Wolf, et al., Venable LLP, The On-Ramp: An Autonomous, Connected, and Electric Mobility Newsletter (September 8, 2025)Ariel S. WolfPresentation MaterialSegment PPT: Autonomous Vehicles: Commercial Contracting and Transactional ConsiderationsJoshua Cohn, Leonard T. Nuara, Judi Otteson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464624 464624 98 G5628 1:02:21 https://www.pli.edu/programs/autonomous-systems/464626?tCode=WTC5_RSS01 Sales contracts License agreements (Corporate contracts) Technology Autonomous vehicles Software Taken from the Web Program Recorded April 17, 2026 in New YorkAutonomous Vehicles: Commercial Contracting and Transactional Considerations [01:02:21]Deploying autonomous systems requires carefully drafted agreements that address unique risks and allocate responsibility among multiple parties. This session provides practical guidance on drafting and negotiating development agreements, licensing arrangements, deployment contracts, and service agreements. Key provisions include performance standards and testing protocols, software update obligations, data ownership and usage rights, warranty limitations, and liability caps. Special attention will be given to pilot program agreements, fleet management contracts, and the challenge of defining “autonomous” performance in measurable contractual terms.After completing this session, participants will understand:Essential provisions for autonomous system purchase and deployment agreementsHow to draft measurable performance standards and acceptance criteriaSoftware licensing versus SaaS models for autonomous system functionalityAllocation of liability and insurance requirements in multi-party arrangementsUpdate and upgrade obligations, including mandatory safety updatesData ownership, access, and usage rights in operational agreementsTermination provisions and transition planning for autonomous system contractsInternational contracting considerations and choice of law issuesLeonard T. Nuara (Moderator); Joshua Cohn, Judi OttesonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ariel S. Wolf, et al., Venable LLP, The On-Ramp: An Autonomous, Connected, and Electric Mobility Newsletter (September 8, 2025)Ariel S. WolfPresentation MaterialSegment PPT: Autonomous Vehicles: Commercial Contracting and Transactional ConsiderationsJoshua Cohn, Leonard T. Nuara, Judi Otteson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464626 464626 163 G5628 1:02:21 https://www.pli.edu/programs/autonomous-systems/464625?tCode=WTC5_RSS01 Sales contracts License agreements (Corporate contracts) Technology Autonomous vehicles Software Taken from the Web Program Recorded April 17, 2026 in New YorkAutonomous Vehicles: Commercial Contracting and Transactional Considerations [01:02:21]Deploying autonomous systems requires carefully drafted agreements that address unique risks and allocate responsibility among multiple parties. This session provides practical guidance on drafting and negotiating development agreements, licensing arrangements, deployment contracts, and service agreements. Key provisions include performance standards and testing protocols, software update obligations, data ownership and usage rights, warranty limitations, and liability caps. Special attention will be given to pilot program agreements, fleet management contracts, and the challenge of defining “autonomous” performance in measurable contractual terms.After completing this session, participants will understand:Essential provisions for autonomous system purchase and deployment agreementsHow to draft measurable performance standards and acceptance criteriaSoftware licensing versus SaaS models for autonomous system functionalityAllocation of liability and insurance requirements in multi-party arrangementsUpdate and upgrade obligations, including mandatory safety updatesData ownership, access, and usage rights in operational agreementsTermination provisions and transition planning for autonomous system contractsInternational contracting considerations and choice of law issuesLeonard T. Nuara (Moderator); Joshua Cohn, Judi OttesonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ariel S. Wolf, et al., Venable LLP, The On-Ramp: An Autonomous, Connected, and Electric Mobility Newsletter (September 8, 2025)Ariel S. WolfPresentation MaterialSegment PPT: Autonomous Vehicles: Commercial Contracting and Transactional ConsiderationsJoshua Cohn, Leonard T. Nuara, Judi Otteson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464625 464625 25 G5628 1:01:40 https://www.pli.edu/programs/autonomous-systems/464639?tCode=WTC5_RSS01 Technology Autonomous vehicles Regulation, compliance, and enforcement (Technology) Software Taken from the Web Program Recorded April 17, 2026 in New YorkIntroduction and Overview of Autonomous Systems [00:58:31]This foundational session provides a comprehensive introduction to the autonomous systems landscape, defining key terminology and classification systems (SAE Levels 0-5 for vehicles). The session will survey the current state of deployment across various sectors—from self-driving cars and delivery drones to warehouse robots and agricultural equipment—and identify the unique legal challenges posed by systems that operate without direct human control.After this session, attendees will understand:How to classify different types of autonomous systems and understand their varying levels of autonomyThe key stakeholders in the autonomous ecosystem (manufacturers, software developers, operators, regulators, insurers)Current deployment status and near-term trajectory of various autonomous technologiesHenry Greenridge, Mike TienThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ariel S. Wolf, et al., Venable LLP, The On-Ramp: An Autonomous, Connected, and Electric Mobility Newsletter (January 20, 2026)Ariel S. WolfPresentation MaterialSegment PPT: Introduction and Overview of Autonomous Systems Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464639 464639 98 G5628 0:58:31 https://www.pli.edu/programs/autonomous-systems/464640?tCode=WTC5_RSS01 Technology Autonomous vehicles Regulation, compliance, and enforcement (Technology) Software Taken from the Web Program Recorded April 17, 2026 in New YorkIntroduction and Overview of Autonomous Systems [00:58:31]This foundational session provides a comprehensive introduction to the autonomous systems landscape, defining key terminology and classification systems (SAE Levels 0-5 for vehicles). The session will survey the current state of deployment across various sectors—from self-driving cars and delivery drones to warehouse robots and agricultural equipment—and identify the unique legal challenges posed by systems that operate without direct human control.After this session, attendees will understand:How to classify different types of autonomous systems and understand their varying levels of autonomyThe key stakeholders in the autonomous ecosystem (manufacturers, software developers, operators, regulators, insurers)Current deployment status and near-term trajectory of various autonomous technologiesHenry Greenridge, Mike TienThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ariel S. Wolf, et al., Venable LLP, The On-Ramp: An Autonomous, Connected, and Electric Mobility Newsletter (January 20, 2026)Ariel S. WolfPresentation MaterialSegment PPT: Introduction and Overview of Autonomous Systems Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464640 464640 25 G5628 0:57:49 https://www.pli.edu/programs/autonomous-systems/464641?tCode=WTC5_RSS01 Technology Autonomous vehicles Regulation, compliance, and enforcement (Technology) Software Taken from the Web Program Recorded April 17, 2026 in New YorkIntroduction and Overview of Autonomous Systems [00:58:31]This foundational session provides a comprehensive introduction to the autonomous systems landscape, defining key terminology and classification systems (SAE Levels 0-5 for vehicles). The session will survey the current state of deployment across various sectors—from self-driving cars and delivery drones to warehouse robots and agricultural equipment—and identify the unique legal challenges posed by systems that operate without direct human control.After this session, attendees will understand:How to classify different types of autonomous systems and understand their varying levels of autonomyThe key stakeholders in the autonomous ecosystem (manufacturers, software developers, operators, regulators, insurers)Current deployment status and near-term trajectory of various autonomous technologiesHenry Greenridge, Mike TienThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ariel S. Wolf, et al., Venable LLP, The On-Ramp: An Autonomous, Connected, and Electric Mobility Newsletter (January 20, 2026)Ariel S. WolfPresentation MaterialSegment PPT: Introduction and Overview of Autonomous Systems Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464641 464641 163 G5628 0:58:31 https://www.pli.edu/programs/autonomous-systems/464630?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Intellectual property) Autonomous vehicles Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 17, 2026 in New YorkAccelerating Privacy: Data Privacy and Data Transfers for Connected Vehicles [00:59:57]Connected vehicles collect, process, and transmit vast amounts of data—from precise location data to passenger data to operational data about facilities and infrastructure. This session addresses compliance with federal requirements (including FTC Act) and state privacy laws (e.g., CCPA, comprehensive state laws), cybersecurity frameworks (NIST, ISO), and the role of sector-specific requirements. This session also addresses considerations for complying with cross-border transfer restrictions, such as the Bulk Data Rule. Coverage includes data minimization strategies, third-party vendor management, and the challenges of securing interconnected autonomous systems against hacking and manipulation.After this session, attendees will understand:What data connected vehicles collect and how to map data flows for compliance purposesPrivacy notice and consent requirements for different types of data collectionHow to comply with state privacy laws when systems operate across multiple jurisdictionsCybersecurity standards relevant to connected vehiclesContractual protections for data sharing with partners, suppliers, and customersCross-border data transfer restrictions, including their impact on partnershipsKari Rollins, Kathryn Marshall TimmonsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Transportation, Automated Vehicles: Comprehensive Plan (January 2021)Leonard T. NuaraPresentation MaterialSegment PPT: Accelerating Privacy: Data Privacy and Data Transfers for Connected VehiclesKari Rollins, Kathryn Marshall Timmons Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464630 464630 98 G5628 0:59:57 https://www.pli.edu/programs/autonomous-systems/464632?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Intellectual property) Autonomous vehicles Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 17, 2026 in New YorkAccelerating Privacy: Data Privacy and Data Transfers for Connected Vehicles [00:59:57]Connected vehicles collect, process, and transmit vast amounts of data—from precise location data to passenger data to operational data about facilities and infrastructure. This session addresses compliance with federal requirements (including FTC Act) and state privacy laws (e.g., CCPA, comprehensive state laws), cybersecurity frameworks (NIST, ISO), and the role of sector-specific requirements. This session also addresses considerations for complying with cross-border transfer restrictions, such as the Bulk Data Rule. Coverage includes data minimization strategies, third-party vendor management, and the challenges of securing interconnected autonomous systems against hacking and manipulation.After this session, attendees will understand:What data connected vehicles collect and how to map data flows for compliance purposesPrivacy notice and consent requirements for different types of data collectionHow to comply with state privacy laws when systems operate across multiple jurisdictionsCybersecurity standards relevant to connected vehiclesContractual protections for data sharing with partners, suppliers, and customersCross-border data transfer restrictions, including their impact on partnershipsKari Rollins, Kathryn Marshall TimmonsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Transportation, Automated Vehicles: Comprehensive Plan (January 2021)Leonard T. NuaraPresentation MaterialSegment PPT: Accelerating Privacy: Data Privacy and Data Transfers for Connected VehiclesKari Rollins, Kathryn Marshall Timmons Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464632 464632 163 G5628 0:59:57 https://www.pli.edu/programs/autonomous-systems/464631?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Intellectual property) Autonomous vehicles Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 17, 2026 in New YorkAccelerating Privacy: Data Privacy and Data Transfers for Connected Vehicles [00:59:57]Connected vehicles collect, process, and transmit vast amounts of data—from precise location data to passenger data to operational data about facilities and infrastructure. This session addresses compliance with federal requirements (including FTC Act) and state privacy laws (e.g., CCPA, comprehensive state laws), cybersecurity frameworks (NIST, ISO), and the role of sector-specific requirements. This session also addresses considerations for complying with cross-border transfer restrictions, such as the Bulk Data Rule. Coverage includes data minimization strategies, third-party vendor management, and the challenges of securing interconnected autonomous systems against hacking and manipulation.After this session, attendees will understand:What data connected vehicles collect and how to map data flows for compliance purposesPrivacy notice and consent requirements for different types of data collectionHow to comply with state privacy laws when systems operate across multiple jurisdictionsCybersecurity standards relevant to connected vehiclesContractual protections for data sharing with partners, suppliers, and customersCross-border data transfer restrictions, including their impact on partnershipsKari Rollins, Kathryn Marshall TimmonsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Transportation, Automated Vehicles: Comprehensive Plan (January 2021)Leonard T. NuaraPresentation MaterialSegment PPT: Accelerating Privacy: Data Privacy and Data Transfers for Connected VehiclesKari Rollins, Kathryn Marshall Timmons Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464631 464631 25 G5628 0:59:16 https://www.pli.edu/programs/autonomous-systems/464627?tCode=WTC5_RSS01 Technology litigation Technology Autonomous vehicles Regulation, compliance, and enforcement (Technology) Software Taken from the Web Program Recorded April 17, 2026 in New YorkAutonomous Vehicles: Liability, Insurance, and Litigation Trends [01:01:25]The question of “who is liable when an autonomous system causes harm” remains one of the most complex areas of law in this field. This session provides practical guidance on product liability theories (design defect, manufacturing defect, failure to warn), negligence claims, and emerging theories of liability. Coverage includes the evolving insurance landscape, including autonomous vehicle insurance products, captive insurance structures, and coverage disputes. The session will analyze recent litigation, including the first jury verdicts involving advanced driving technologies, and provide strategies for managing liability through design, documentation, and contractual allocation.After this session, attendees will understand:How traditional product liability law applies to autonomous systems and where gaps existStrategies for defending against claims that software constitutes a “defect”The role of human operators/supervisors in liability analysis and comparative faultInsurance products available for different autonomous systems and coverage limitationsHow to structure commercial agreements to allocate liability among manufacturers, software providers, and operatorsDiscovery and evidence preservation issues unique to autonomous systems (including black box data, software versions)Expert witness considerations for autonomous system litigationRegulatory liability (NHTSA recalls, state enforcement) versus civil tort liabilityEdwin Anglin, Arthur D. Spratlin, Jr.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Products Liability in the Digital Age (2025)Leonard T. NuaraPresentation MaterialSegment PPT: Autonomous Vehicles: Liability, Insurance, and Litigation TrendsEdwin Anglin, Arthur D. Spratlin, Jr Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464627 464627 98 G5628 1:01:25 https://www.pli.edu/programs/autonomous-systems/464629?tCode=WTC5_RSS01 Technology litigation Technology Autonomous vehicles Regulation, compliance, and enforcement (Technology) Software Taken from the Web Program Recorded April 17, 2026 in New YorkAutonomous Vehicles: Liability, Insurance, and Litigation Trends [01:01:25]The question of “who is liable when an autonomous system causes harm” remains one of the most complex areas of law in this field. This session provides practical guidance on product liability theories (design defect, manufacturing defect, failure to warn), negligence claims, and emerging theories of liability. Coverage includes the evolving insurance landscape, including autonomous vehicle insurance products, captive insurance structures, and coverage disputes. The session will analyze recent litigation, including the first jury verdicts involving advanced driving technologies, and provide strategies for managing liability through design, documentation, and contractual allocation.After this session, attendees will understand:How traditional product liability law applies to autonomous systems and where gaps existStrategies for defending against claims that software constitutes a “defect”The role of human operators/supervisors in liability analysis and comparative faultInsurance products available for different autonomous systems and coverage limitationsHow to structure commercial agreements to allocate liability among manufacturers, software providers, and operatorsDiscovery and evidence preservation issues unique to autonomous systems (including black box data, software versions)Expert witness considerations for autonomous system litigationRegulatory liability (NHTSA recalls, state enforcement) versus civil tort liabilityEdwin Anglin, Arthur D. Spratlin, Jr.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Products Liability in the Digital Age (2025)Leonard T. NuaraPresentation MaterialSegment PPT: Autonomous Vehicles: Liability, Insurance, and Litigation TrendsEdwin Anglin, Arthur D. Spratlin, Jr Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464629 464629 163 G5628 1:01:25 https://www.pli.edu/programs/autonomous-systems/464628?tCode=WTC5_RSS01 Technology litigation Technology Autonomous vehicles Regulation, compliance, and enforcement (Technology) Software Taken from the Web Program Recorded April 17, 2026 in New YorkAutonomous Vehicles: Liability, Insurance, and Litigation Trends [01:01:25]The question of “who is liable when an autonomous system causes harm” remains one of the most complex areas of law in this field. This session provides practical guidance on product liability theories (design defect, manufacturing defect, failure to warn), negligence claims, and emerging theories of liability. Coverage includes the evolving insurance landscape, including autonomous vehicle insurance products, captive insurance structures, and coverage disputes. The session will analyze recent litigation, including the first jury verdicts involving advanced driving technologies, and provide strategies for managing liability through design, documentation, and contractual allocation.After this session, attendees will understand:How traditional product liability law applies to autonomous systems and where gaps existStrategies for defending against claims that software constitutes a “defect”The role of human operators/supervisors in liability analysis and comparative faultInsurance products available for different autonomous systems and coverage limitationsHow to structure commercial agreements to allocate liability among manufacturers, software providers, and operatorsDiscovery and evidence preservation issues unique to autonomous systems (including black box data, software versions)Expert witness considerations for autonomous system litigationRegulatory liability (NHTSA recalls, state enforcement) versus civil tort liabilityEdwin Anglin, Arthur D. Spratlin, Jr.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Products Liability in the Digital Age (2025)Leonard T. NuaraPresentation MaterialSegment PPT: Autonomous Vehicles: Liability, Insurance, and Litigation TrendsEdwin Anglin, Arthur D. Spratlin, Jr Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464628 464628 25 G5628 1:00:43 https://www.pli.edu/programs/autonomous-systems/464637?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Intellectual property) Technology Autonomous vehicles Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 17, 2026 in New YorkFederal and State Regulatory Landscape for Autonomous Vehicles and Robots [01:31:07]Autonomous driving and delivery will play a vital role in the mobility of the future. This session provides an overview of autonomous vehicles and personal delivery devices, including how to classify such systems and the status of the technology. This session will then provide a detailed roadmap of the complex, evolving regulatory environment governing autonomous vehicles and delivery devices. Coverage includes federal agencies (NHTSA, FMCSA, FTC) and their respective jurisdictions, state-by-state variations in autonomous vehicle legislation, and the patchwork of local ordinances affecting deployment. Special attention will be given to the tension between federal and state authority, regulatory gaps, and the challenge of regulating technology that evolves faster than rulemaking processes.After this session, attendees will understand:The differences between an autonomous vehicle and a personal delivery device and the current state of the technologyWhich federal agencies regulate specific autonomous systems and their enforcement authorityHow to navigate conflicting state laws when deploying autonomous vehicles across jurisdictionsCurrent federal legislative proposals and their potential impact (including AV START Act successors)Strategies for compliance when operating in multiple regulatory environments simultaneouslyHow to monitor and anticipate regulatory changes affecting autonomous system deploymentKey differences between regulations for testing versus commercial deploymentRecent enforcement actions and regulatory guidance documents that provide practical directionAriel S. Wolf (Moderator); Allison Drutchas, Peter SimshauserThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Autonomous Vehicles, West’s F.S.A. § 319.145 (Effective July 1, 2019)Leonard T. NuaraAutonomous Vehicles, Ga. Code Ann. § 40-8-11 (Effective July 1, 2018)Leonard T. NuaraOperation of Fully Autonomous Vehicles without a Human Driver, W. Va. Code § 17H-1-5 (Effective June 10, 2022)Leonard T. NuaraOperation of Autonomous Vehicles, A.R.S. § 28-9702 (Effective September 29, 2021)Leonard T. NuaraPresentation MaterialSegment PPT: Federal and State Regulatory Landscape for Autonomous Vehicles and RobotsPeter SimshauserSegment PPT: Federal and State Regulatory Landscape for Autonomous Vehicles and RobotsAllison Drutchas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464637 464637 25 G5628 1:31:08 https://www.pli.edu/programs/autonomous-systems/464638?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Intellectual property) Technology Autonomous vehicles Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 17, 2026 in New YorkFederal and State Regulatory Landscape for Autonomous Vehicles and Robots [01:31:07]Autonomous driving and delivery will play a vital role in the mobility of the future. This session provides an overview of autonomous vehicles and personal delivery devices, including how to classify such systems and the status of the technology. This session will then provide a detailed roadmap of the complex, evolving regulatory environment governing autonomous vehicles and delivery devices. Coverage includes federal agencies (NHTSA, FMCSA, FTC) and their respective jurisdictions, state-by-state variations in autonomous vehicle legislation, and the patchwork of local ordinances affecting deployment. Special attention will be given to the tension between federal and state authority, regulatory gaps, and the challenge of regulating technology that evolves faster than rulemaking processes.After this session, attendees will understand:The differences between an autonomous vehicle and a personal delivery device and the current state of the technologyWhich federal agencies regulate specific autonomous systems and their enforcement authorityHow to navigate conflicting state laws when deploying autonomous vehicles across jurisdictionsCurrent federal legislative proposals and their potential impact (including AV START Act successors)Strategies for compliance when operating in multiple regulatory environments simultaneouslyHow to monitor and anticipate regulatory changes affecting autonomous system deploymentKey differences between regulations for testing versus commercial deploymentRecent enforcement actions and regulatory guidance documents that provide practical directionAriel S. Wolf (Moderator); Allison Drutchas, Peter SimshauserThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Autonomous Vehicles, West’s F.S.A. § 319.145 (Effective July 1, 2019)Leonard T. NuaraAutonomous Vehicles, Ga. Code Ann. § 40-8-11 (Effective July 1, 2018)Leonard T. NuaraOperation of Fully Autonomous Vehicles without a Human Driver, W. Va. Code § 17H-1-5 (Effective June 10, 2022)Leonard T. NuaraOperation of Autonomous Vehicles, A.R.S. § 28-9702 (Effective September 29, 2021)Leonard T. NuaraPresentation MaterialSegment PPT: Federal and State Regulatory Landscape for Autonomous Vehicles and RobotsPeter SimshauserSegment PPT: Federal and State Regulatory Landscape for Autonomous Vehicles and RobotsAllison Drutchas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464638 464638 163 G5628 1:31:49 https://www.pli.edu/programs/autonomous-systems/464636?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Intellectual property) Technology Autonomous vehicles Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 17, 2026 in New YorkFederal and State Regulatory Landscape for Autonomous Vehicles and Robots [01:31:07]Autonomous driving and delivery will play a vital role in the mobility of the future. This session provides an overview of autonomous vehicles and personal delivery devices, including how to classify such systems and the status of the technology. This session will then provide a detailed roadmap of the complex, evolving regulatory environment governing autonomous vehicles and delivery devices. Coverage includes federal agencies (NHTSA, FMCSA, FTC) and their respective jurisdictions, state-by-state variations in autonomous vehicle legislation, and the patchwork of local ordinances affecting deployment. Special attention will be given to the tension between federal and state authority, regulatory gaps, and the challenge of regulating technology that evolves faster than rulemaking processes.After this session, attendees will understand:The differences between an autonomous vehicle and a personal delivery device and the current state of the technologyWhich federal agencies regulate specific autonomous systems and their enforcement authorityHow to navigate conflicting state laws when deploying autonomous vehicles across jurisdictionsCurrent federal legislative proposals and their potential impact (including AV START Act successors)Strategies for compliance when operating in multiple regulatory environments simultaneouslyHow to monitor and anticipate regulatory changes affecting autonomous system deploymentKey differences between regulations for testing versus commercial deploymentRecent enforcement actions and regulatory guidance documents that provide practical directionAriel S. Wolf (Moderator); Allison Drutchas, Peter SimshauserThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Autonomous Vehicles, West’s F.S.A. § 319.145 (Effective July 1, 2019)Leonard T. NuaraAutonomous Vehicles, Ga. Code Ann. § 40-8-11 (Effective July 1, 2018)Leonard T. NuaraOperation of Fully Autonomous Vehicles without a Human Driver, W. Va. Code § 17H-1-5 (Effective June 10, 2022)Leonard T. NuaraOperation of Autonomous Vehicles, A.R.S. § 28-9702 (Effective September 29, 2021)Leonard T. NuaraPresentation MaterialSegment PPT: Federal and State Regulatory Landscape for Autonomous Vehicles and RobotsPeter SimshauserSegment PPT: Federal and State Regulatory Landscape for Autonomous Vehicles and RobotsAllison Drutchas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464636 464636 98 G5628 1:31:49 https://www.pli.edu/programs/doing-deals/464576?tCode=WTC5_RSS01 Mergers and acquisitions Hostile takeovers Takeover defenses Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464576 464576 163 G3095 1:30:23 https://www.pli.edu/programs/doing-deals/464575?tCode=WTC5_RSS01 Mergers and acquisitions Hostile takeovers Takeover defenses Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464575 464575 25 G3095 1:29:41 https://www.pli.edu/programs/doing-deals/464574?tCode=WTC5_RSS01 Mergers and acquisitions Hostile takeovers Takeover defenses Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464574 464574 98 G3095 1:30:23 https://www.pli.edu/programs/doing-deals/464584?tCode=WTC5_RSS01 Mergers and acquisitions Deal structuring Taken from the Web Program Recorded April 17, 2026 in New YorkThe Art of Deal Structuring [01:32:46]Every deal begins with a question about structuring. After completing this session, participants will be able to:Choose a structure (merger, stock purchase, asset sale)Understand the tender offer – benefits and traps for the unwaryNavigate Delaware’s new rules on controlling shareholder transactionsKnow the dos and don’ts when doing a cross-border M&A dealBeth E. Berg, Melissa A. DiVincenzo, Alec J. JarvisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley Austin Client AlertsBeth E. BergPresentation MaterialThe Art of Deal Structuring PowerPointBeth E. Berg, Melissa DiVincenzo, Alec J. Jarvis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464584 464584 25 G3095 1:32:46 https://www.pli.edu/programs/doing-deals/464583?tCode=WTC5_RSS01 Mergers and acquisitions Deal structuring Taken from the Web Program Recorded April 17, 2026 in New YorkThe Art of Deal Structuring [01:32:46]Every deal begins with a question about structuring. After completing this session, participants will be able to:Choose a structure (merger, stock purchase, asset sale)Understand the tender offer – benefits and traps for the unwaryNavigate Delaware’s new rules on controlling shareholder transactionsKnow the dos and don’ts when doing a cross-border M&A dealBeth E. Berg, Melissa A. DiVincenzo, Alec J. JarvisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley Austin Client AlertsBeth E. BergPresentation MaterialThe Art of Deal Structuring PowerPointBeth E. Berg, Melissa DiVincenzo, Alec J. Jarvis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464583 464583 98 G3095 1:33:28 https://www.pli.edu/programs/doing-deals/464585?tCode=WTC5_RSS01 Mergers and acquisitions Deal structuring Taken from the Web Program Recorded April 17, 2026 in New YorkThe Art of Deal Structuring [01:32:46]Every deal begins with a question about structuring. After completing this session, participants will be able to:Choose a structure (merger, stock purchase, asset sale)Understand the tender offer – benefits and traps for the unwaryNavigate Delaware’s new rules on controlling shareholder transactionsKnow the dos and don’ts when doing a cross-border M&A dealBeth E. Berg, Melissa A. DiVincenzo, Alec J. JarvisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley Austin Client AlertsBeth E. BergPresentation MaterialThe Art of Deal Structuring PowerPointBeth E. Berg, Melissa DiVincenzo, Alec J. Jarvis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464585 464585 163 G3095 1:33:28 https://www.pli.edu/programs/doing-deals/464577?tCode=WTC5_RSS01 Private equity Corporate contracts Confidentiality agreements (Corporate contracts) Mergers and acquisitions Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 464577 464577 98 G3095 1:31:33 https://www.pli.edu/programs/doing-deals/464578?tCode=WTC5_RSS01 Private equity Corporate contracts Confidentiality agreements (Corporate contracts) Mergers and acquisitions Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI