https://www.pli.edu/rss/ondemand-mp3 en-us 2026 Practising Law Institute Thu, 09 Apr 2026 16:06:30 Z 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/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/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/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/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/casualty-insurance-101/462369?tCode=WTC5_RSS01 Insurance Insurance coverage Casualty insurance Practice skills (Insurance) This One-Hour Briefing will provide foundational knowledge on casualty insurance: the basics of coverage, including a defense; what general liability and auto policies are intended to cover and not cover; common pitfalls when making claims and how to avoid them; and the state of the casualty insurance market.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462369 462369 98 G5697 1:02:18 https://www.pli.edu/programs/new-york-cplr-update-2026-accelerated-judgment-and-related-topics/462376?tCode=WTC5_RSS01 Litigation Civil procedure Practice skills (Litigation) Pre-trial procedure Judgment Dispositive motions - motions to dismiss and for summary judgment - are at the heart of civil practice. This session will discuss recent important cases dealing with these motions, and the related topics of defaults, dismissals for failure to prosecute and voluntary discontinuances. We will then cover recent decisions in other civil practice areas, including commencement of an action, and provisional remedies. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462376 462376 98 G5673 1:02:18 https://www.pli.edu/programs/2026-private-equity-and-ma-update-and-forecast/462328?tCode=WTC5_RSS01 Private equity Corporate law Mergers and acquisitions Private equity enters 2026 with clearer signs of an M&A rebound: deal activity improved through 2025, mega-deals returned, and easier financing conditions have increased confidence in pricing and execution. Record dry powder and an aging portfolio of assets are colliding with demands from limited partners for exits and returns of capital. As realization opportunities reopen (including IPOs, sponsor-to-sponsor sales and continuation vehicles), private equity firms enter 2026 with renewed optimism. The focus of this One-Hour Briefing will be analyzing the factors that shaped 2025 results and the prospects for 2026 and translating those themes into practical expectations for deal activity, terms and risk allocation for the rest of the year. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462328 462328 98 G5666 1:04:10 https://www.pli.edu/programs/lawyer-networking-conversations-and-connections-through-groups/462317?tCode=WTC5_RSS01 Employment and labor Professional development Career development Professional networking (Career development) Technology Many lawyers prefer root canal work to networking because they think networking is just another form of selling. It’s not. Networking is an interpersonal activity built around sharing knowledge and connections with colleagues, referral sources, clients, family and friends. It is an intentional activity in the sense that it presumes as a lawyer you have a professional growth plan with goals, target prospects, and key strategies. Within that plan, lawyer networking becomes a key tactic linking your aspirations with others. When lawyers join groups they need to decide if they want to focus on meeting other lawyers or referral sources or potential clients. This decision will impact the kind of groups they join. Groups offer a wide variety of opportunities to meet people of interest, get to know them and form authentic relationships that lead to shared opportunities for career growth, client work and professional knowledge-sharing.In this one-hour briefing we will show you how to find comfortable, lawyer-friendly, networking havens where you can communicate with others who share your interests. We will assume that you have already set your goals and strategic plan. Our focus will be on how groups and events can provide a comfortable, efficient way to network and, most importantly, how to showcase both yourself and your legal skills by building conversations that lead to professional connections and client relationships. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462317 462317 98 G5686 1:05:10 https://www.pli.edu/programs/artificial-intelligence-and-access-to-justice-what-might-we-see-in-2026/462312?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Technology Artificial intelligence Generative AI Artificial intelligence (AI) and all its “flavors,” including generative and agentic AI, hold the promise of improving the ability of the legal profession and all levels of government to expand legal services to underserved communities, streamline court processes, and reduce barriers to legal representation.Nonetheless, AI introduces ethical, procedural, and constitutional questions that must be addressed. How do we ensure transparency in algorithmic decision-making? What safeguards are needed to protect due process and prevent bias? And how can we preserve the human judgment that lies at the heart of our legal system? How do we address issues, such as hallucinations, digital divides, data privacy, and the unauthorized practice of law? Join us as we review the just-released report from the New York State Bar Association’s President’s Committee on Access to Justice and consider these and other questions. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462312 462312 98 G5654 1:03:12 https://www.pli.edu/programs/ieepa-tariffs-after-the-supreme-court-ruling-in-learning-resources-inc.-v.-trump/462276?tCode=WTC5_RSS01 Constitutional law Corporate law Regulation, compliance, and enforcement (Corporate law) International law International trade From the earliest days of the second term, the Trump Administration has deployed tariffs, or the threat of tariffs, as an essential tool to advance a range of domestic and foreign policy objectives. While multiple statutes provide authority for the President to impose tariffs, the Administration has relied heavily on the International Economic Emergency Powers Act (IEEPA) as the authority for most of its tariffs, in particular, as the basis for “reciprocal” tariffs it has imposed against countries around the world and for the negotiating leverage it has used to secure trade deals with many of those countries. On February 20, 2026, the Supreme Court ruled that IEEPA does not authorize the President to impose tariffs. This decision raises questions of what happens to the over $135 billion in IEEPA tariffs collected, what costs and obligations face importers following this decision, and what additional steps the Administration might take in response. To help guide lawyers advising clients navigating this changing trade policy landscape, this panel will discuss the Supreme Court decision in more detail and the implications of this decision for the Administration’s use of tariffs as a policy tool going forward, for the trade deals it has concluded, and for parties seeking refunds of tariffs paid on imports over the past year.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462276 462276 98 G5730 1:02:13 https://www.pli.edu/programs/new-york-cplr-update-2026-statute-of-limitations/461886?tCode=WTC5_RSS01 Litigation Civil procedure Practice skills (Litigation) Pre-trial procedure Probably the most important, and most complex, issue in civil practice is the statute of limitations. Because the Courts lack discretion to extend the time within which an action may be commenced [CPLR 201], the issue is one of law, and always potentially draconian. We will be discussing several important recent cases dealing with the statute of limitations for: professional and medical malpractice, breach of contract - particularly with respect to mortgage foreclosures, the Child Victims Act, and others. We will also talk about recent cases dealing with the ways the statute may be avoided - such as by the relation back doctrine and tolls. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461886 461886 98 G5672 1:02:49 https://www.pli.edu/programs/advertising-law-the-nuts-and-bolts-of-false-advertising-and-claim-substantiation/461656?tCode=WTC5_RSS01 Communications and telecommunications Online and traditional advertising False advertising Regulation, compliance, and enforcement (Communications and telecommunications) Regulation, compliance, and enforcement (Technology) Regardless of the product, all advertising is subject to the same legal requirement under state and federal law: all statements be truthful, not misleading, and adequately supported. Although this is a simple concept in theory, reviewing advertising entails a number of complex considerations, including consumer interpretations of the claims at issue, specifics about the product or service being tested, and translation of substantiation results to the advertising claim being made.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461656 461656 98 G5684 1:02:06 https://www.pli.edu/programs/securities-and-portfolio-issues-in-estate-tax-and-securities-practice/461560?tCode=WTC5_RSS01 Estates and trusts Securities and other financial products Investment fund management Tax This program will give lawyers in practice a deeper understanding of how investing and portfolio issues can be used to protect their clients. The program will focus on tax and estate practice and securities litigation settings. It will also address the question of what is a reasonable return on investment portfolios. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461560 461560 98 G5681 1:03:25 https://www.pli.edu/programs/new-york-cplr-update-2026-jurisdiction-and-motion-practice/461427?tCode=WTC5_RSS01 Litigation Civil procedure Practice skills (Litigation) Pre-trial procedure The past couple of years have seen some significant case law development in the area of both general and long arm jurisdiction. With respect to general jurisdiction, Courts - both federal and state - continue to wrestle with the fallout from the sea change decision of the Supreme Court in Daimler AG v. Bauman. Long arm jurisdiction has also seen some significant developments, particularly with respect to the scope of CPLR 302(a)(3), and the definition of "arising from." All of these will be discussed during this session. And then our attention will turn to recent cases - and a very significant statutory amendment - dealing with motion practice. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461427 461427 98 G5671 1:02:29 https://www.pli.edu/programs/real-behavior-change-management-strategies-to-get-employees-to-follow-records-programs/461301?tCode=WTC5_RSS01 Corporate law Employment and labor Litigation Professional development Technology Many organizations struggle with a deeply ingrained culture of employees ‘saving everything forever,’ a behavior which leads to massive over-retention of electronic information. For in-house counsel, this over-retention presents material legal and regulatory concerns. It increases privacy, security, and compliance risk, drives up storage costs and eDiscovery burden, and creates information clutter that lowers legal department and overall employee productivity, directly impacting the legal function’s ability to manage risk proactively.  Traditional attempts to change employees’ document hoarding behavior frequently fall short. Heavy-handed policies and blunt deletion rules often backfire, resulting in ‘underground archiving’ where employees move information into unmanaged and insecure locations to avoid automated disposition, stymying eDiscovery and other compliance processes. The result is less control, higher risk, and even lower trust in legal and compliance programs.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461301 461301 98 G5648 1:03:18 https://www.pli.edu/programs/health-care-alert-preparing-for-compliance-with-amended-42-c.f.r.-part-2/461269?tCode=WTC5_RSS01 Cybersecurity and data protection Regulation, compliance, and enforcement (Cybersecurity and data protection) Health care Regulation, compliance, and enforcement (Health care) Regulation, compliance, and enforcement (Technology) In February 2024, the U.S. Department of Health and Human Services issued a final rule amending 42 C.F.R. Part 2 to implement statutory changes enacted by Section 3221 of the CARES Act. The amended regulations significantly revise how substance use disorder treatment records may be used and disclosed, including for treatment, payment, and health care operations, and introduce new patient rights, notice requirements, breach notification obligations, and enforcement mechanisms. Health care organizations that create, receive, maintain, or transmit Part 2 records, including HIPAA covered entities and business associates, must understand their compliance obligations and operational impacts.The amended 42 C.F.R. Part 2 rule became effective on April 16, 2024, with a compliance date of February 16, 2026. Beginning February 16, 2026, the U.S. Department of Health and Human Services Office for Civil Rights will enforce the amended Part 2 regulations. The final rule aligns key aspects of Part 2 with the HIPAA Privacy, Security, and Breach Notification Rules, while preserving Part 2’s heightened confidentiality protections for substance use disorder records.This program provides a practical overview of the amended 42 C.F.R. Part 2 requirements, highlights key areas of regulatory change, and outlines concrete compliance steps organizations should be taking now to prepare for enforcement. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461269 461269 98 G5680 1:01:43 https://www.pli.edu/programs/hot-topics-in-ai-ai-notetakers/461177?tCode=WTC5_RSS01 Cybersecurity and data protection Technology Artificial intelligence AI notetakers use speech recognition technology and natural language processing to generate summaries of meetings, identify action items, and integrate with CRMs and other platforms to increase productivity. Their use by businesses can present privacy, cybersecurity, and legal risks. Their use in communications between attorneys and clients can raise ethical issues for attorneys that are addressed by the New York City Bar Association’s Committee on Professional Ethics in a recent Formal Opinion. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461177 461177 98 G5675 1:03:58 https://www.pli.edu/programs/portable-justice-in-protection-cases-transnational-evidence-collection-from-mexico--central-america-for-asylum--other-protection-claims-in-the-u.s/460919?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Immigration and naturalization) International law Litigation Public interest law and pro bono Building strong asylum and protection claims in the United States depends on credible facts and well-documented evidence. Yet many people fleeing persecution are forced to leave their home countries abruptly, without the time, resources, or safety needed to gather critical documents. Once in the U.S., obtaining records from abroad—specifically from Mexico and Central America—can be complex, slow, and legally challenging.This program explores the practical and legal realities of transnational evidence collection in protection cases. It is designed to equip advocates with concrete tools to obtain civil registry documents, criminal and police records, medical files, and sworn statements, as well as to arrange remote testimony from foreign witnesses. Emphasis is placed on navigating country-specific procedures, avoiding common evidentiary pitfalls, and ensuring that evidence gathered abroad is legally sound and usable in U.S. proceedings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460919 460919 98 G5664 1:02:35 https://www.pli.edu/programs/concentrated-insights-navigating-new-precedents-in-orange-book-listings/460578?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Patents Life sciences Patent litigation The presentation will provide updates related to recent scrutiny involving the propriety of listing types of patents in the FDA’s Orange Book. The Briefing will summarize results of FTC scrutiny of patents listed in the Orange Book and discuss responses from industry. The Briefing will also provide updates on related litigation arising from mis-listing of patents in the Orange Book and conclude with best practices related to Orange Book patent listings (both retrospectively and prospectively). Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460578 460578 98 G5668 1:01:31 https://www.pli.edu/programs/leadership-leverage-how-the-best-lawyers-build-high-performance-legal-teams/460524?tCode=WTC5_RSS01 Employment and labor Professional development Leadership skills (Career development) Technology Attorneys need high-performing teams that can work well under pressure. But in many organizations, attorneys are often left on their own to figure out how to build their teams, resulting in inconsistent and haphazard management that makes even the best performers feel like cogs in a machine. Many senior leaders view this as inevitable, writing off high attrition as a cost of doing business.  The best lawyers see the world differently. 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 explain how attorneys can catapult their careers by distinguishing themselves not merely through their legal work but their ability to lead. Leveraging his experience across law and business, Ben Sachs will unpack the science of great teams, point out best practices across industries, and provide a practical roadmap tailored to attorneys. No matter your tenure—from junior associates “managing up” to senior partners managing entire practice groups—these tools will help you unlock a more collaborative, more productive, higher-retention team. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460524 460524 98 G5653 1:01:49 https://www.pli.edu/programs/hot-topics-in-cybersecurity-zero-trust/460280?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Zero trust is cybersecurity framework built on the principle of "never trust, always verify". It takes the approach that users, systems and networks should not be trusted by default and focuses on continuous identity verification, access controls, and network segmentation. With the rapid adoption of AI and the new attack surfaces introduced by AI, zero trust has emerged as a key component of AI security programs. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460280 460280 98 G5557 1:02:46 https://www.pli.edu/programs/basic-accounting-and-financial-reporting-for-in-house-attorneys-part-four--goodwill-revenue-recognition-and-other-technical-areas-2026/460212?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 Using financial information is a key skill for in-house counsel. Using the tools discussed in our first three Basic Accounting and Financial Reporting for In-House Attorneys briefings, discussion will use real-life examples to explore more complex concepts encountered in financial reporting. Goodwill and post-acquisition goodwill accounting, the use of non-GAAP measures, revenue recognition, and accounting for contingencies such as pending litigation will be discussed. Please join Cheryl L. Linthicum and George M. Wilson of PLI’s SEC Institute as they explore these and other financial reporting challenges. Before or after listening to this briefing you will want to listen to:Basic Accounting and Financial Reporting for In-House Attorneys (Part One): Foundations and the Balance Sheet 2026Basic Accounting and Financial Reporting for In-House Attorneys (Part Two): The Income Statement and Statement of Cash Flows 2026Basic Accounting and Financial Reporting for In-House Attorneys (Part Three): Interpretation, Ratio Analysis, and Selected Technical Areas 2026 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460212 460212 216 G5593 1:03:39 https://www.pli.edu/programs/sixth-annual-form-20-f-tune-up/460191?tCode=WTC5_RSS01 Accounting and financial reporting Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Securities and other financial products Form 20-F The “big” news is the U.S. Congress subjecting the officers and directors of foreign private issuers (FPIs) to Section 16 of the Securities Exchange Act of 1934. As, if not more, important, however, is the SEC’s recent shift to a “back to basics” approach. Under that “new” approach, FPIs must remain up-to-date regarding their preparation and review of this year’s Form 20-F while monitoring changes in SEC disclosure priorities and rulemaking developments. Meanwhile, they must address disclosure developments in areas including for cybersecurity risk management and events, clawback policies and restatements, insider trading policies, ESG disclosures, geopolitical risks, supply chain disruptions, tariffs and other emerging company-specific risks. Companies must ensure that their disclosure controls and procedures are effective to ensure that they capture the information now required for these and other “principles-based” disclosure requirements. Join faculty as they discuss these and other key Form 20-F reporting issues.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460191 460191 216 G5658 1:02:44 https://www.pli.edu/programs/ai-in-legal-services-emerging-tools-real-world-impact-and-responsible-implementation/460151?tCode=WTC5_RSS01 Public interest law and pro bono Technology Artificial intelligence Generative AI Generative AI continues to evolve at a rapid pace, offering new opportunities—and new risks—for civil legal aid, pro bono programs, and other justice-focused organizations. Six months after our first session — August 2025's AI in Legal Services: Strategies for Responsible Adoption and Effective Implementation — this follow-up program will take a fresh look at what has changed, what is actually working in the field, and where the most promising developments are emerging.The session will explore the potential of AI to enhance intake and triage, the rise of agentic AI systems that can automate internal operations and support direct assistance, and the importance of rigorous testing and continuing evaluation to ensure AI tools produce accurate, meaningful and fair results. Faculty will also examine how AI is influencing the daily practice of poverty law—clarifying what is hype, what is real, and what is on the horizon. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460151 460151 98 G5647 0:59:34 https://www.pli.edu/programs/basic-accounting-and-financial-reporting-for-in-house-attorneys-part-three-interpretation-ratio-analysis-and-selected-technical-areas-2026/460101?tCode=WTC5_RSS01 Accounting and financial reporting Financial accounting Financial reporting (Accounting and financial reporting) Securities and other financial products Securities filings and financial statements Understanding and interpreting financial information is a key skill for in-house counsel. Successfully working in areas including preparation of annual plans and budgets, evaluation of contract or acquisition terms, and review of external reporting information, involves using and interpreting financial statements. This third briefing builds on the concepts in our first two Basic Accounting and Financial Reporting for In-House Attorneys briefings:Basic Accounting and Financial Reporting for In-House Attorneys (Part One): Foundations and the Balance Sheet 2026Basic Accounting and Financial Reporting for In-House Attorneys (Part Two): The Income Statement and Statement of Cash Flows 2026Using the tools discussed in these two briefings discussion will explore using financial statements and ratio analysis to assess a company’s liquidity position, leverage risk and profitability. In addition, more complex areas such as accounting for goodwill and revenue recognition will be briefly discussed. Please join Cheryl L. Linthicum and George M. Wilson of PLI’s SEC Institute as they build a foundational understanding to demystify financial reporting. After this briefing you will want to listen to:Basic Accounting and Financial Reporting for In-House Attorneys (Part Four): Goodwill, Revenue Recognition, and Other Technical Areas 2026 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460101 460101 216 G5592 1:03:49 https://www.pli.edu/programs/as-easy-as-abcp--understanding-commercial-paper-and-asset-backed-commercial-paper/460053?tCode=WTC5_RSS01 Banking and finance Corporate law Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Assets (Securities filings and financial statements) Commercial paper is a key funding tool, providing issuers with flexible, short-term access to liquidity. The Asset-Backed Commercial Paper (ABCP) market, in particular, is experiencing significant growth. From collateralized commercial paper vehicles to portfolio financing, the sector is highly active with new platforms and new structures coming to market at pace. This session is designed to help you understand both the basics of Commercial Paper and ABCP as well as the factors driving the growth of the market. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460053 460053 98 G5667 1:01:48 https://www.pli.edu/programs/lawyer-job-crafting-and-upskilling-for-a-generative-ai-era/460032?tCode=WTC5_RSS01 Professional development Technology in law practice Technology Generative AI This program reframes the current swirl of Generative AI (GenAI) media hype, fear, and contradictions into a pragmatic and optimistic path forward, helping members of the legal profession reclaim agency and design impactful legal careers. We will start by exploring how to cut through the “digital whiplash” of mixed GenAI messages—“GenAI will save you, GenAI will replace you, GenAI will erode thinking, GenAI will kill the billable hour, GenAI will kill the entry-level job market”—and instead craft intentional, future-ready legal careers. We will identify sources of hesitation toward integrating GenAI into our lawyering workflows, and consider strategies for embracing an experimental mindset. We will discuss how legal professionals can cultivate and preserve authentic lawyer identities while ethically engaging with GenAI tools. Drawing on the medical profession’s “See One, Do One, Teach One” training model, we will probe how to ground our GenAI usage in our foundational experience performing lawyering tasks the “traditional” way. We will examine (1) when cognitive friction is more important than streamlining lawyering tasks through GenAI tool usage, and (2) how to distinguish purposeful “grunt work” from the purposeless (i.e., potentially outsourceable to GenAI tools). Finally, we will consider potential new GenAI-infused legal roles, and demonstrate how job-crafting and upskilling can expand lawyers’ professional opportunities. Grounded in principles of professional identity formation and human flourishing, this program invites legal professionals to move beyond GenAI hype, reseize agency, and intentionally shape smart, soulful, sustainable law practices. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460032 460032 98 G5633 1:01:45 https://www.pli.edu/programs/fundamentals-of-social-media-law/459856?tCode=WTC5_RSS01 Communications and telecommunications Social media Corporate risks (Social media) Intellectual property Technology Companies are increasingly dependent on social media to engage with existing customers and target new customers. Brands increasingly seek to harness user-generated content to promote their products and services. Yet the use of social media and user-generated content is fraught with legal risks for the unwary. This program offers a background primer on three critical tools for reducing the legal risks associates with social media, user-generated content and online engagement with consumers. These tools are the Communication Decency Act’s Section 230 safe harbor; the Digital Millennium Copyright Act’s Section 512(c) safe harbor; and online terms of service. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459856 459856 98 G5687 1:02:28 https://www.pli.edu/programs/hot-safety-act-trends-for-2026/459858?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) Security threats of all types continue to evolve, and bad actors seem just as determined as ever to use both new tools and tried and true tactics to cause physical and financial harm. Combined with a never-receding flood of lawsuits blaming the success of attackers on alleged failures by providers of security technologies, services, or policies, companies should be as interested as ever in finding ways to mitigate their tort liability through the SAFETY Act. And indeed, companies should be paying particular attention to how the SAFETY Act can be used to limit or even eliminate tort liability as they deploy new and/or innovative security tools and programs.  Our panel will provide a brief overview of how the SAFETY Act works followed by a more in-depth discussion of how companies can use the law to mitigate tort liability exposure as they deploy security tools, services, and policies to protect vital sectors of the economy. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459858 459858 98 G5661 1:03:07 https://www.pli.edu/programs/basic-accounting-and-financial-reporting-for-in-house-attorneys-part-two-the-income-statement-and-statement-of-cash-flows-2026/459763?tCode=WTC5_RSS01 Accounting and financial reporting Financial accounting Financial reporting (Accounting and financial reporting) Securities and other financial products Cash flows (Securities filings and financial statements) Understanding and interpreting financial information is a key skill for in-house counsel. Successfully working in areas including preparation of annual plans and budgets, evaluation of contract or acquisition terms, and review of external reporting information, involves using and interpreting financial statements. After briefly reviewing the foundational concepts and balance sheet information from the first briefing of this four-part series, discussion will build an understanding of the income statement (frequently referred to as the profit and loss or P&L statement) and the statement of cash flows. Discussion will focus on interpreting the profitability and cash flow information communicated in these two financial statements. This briefing is the second in a series of four. Before or after this briefing you will want to listen to:Basic Accounting and Financial Reporting for In-House Attorneys (Part One): Foundations and the Balance Sheet 2026After this briefing you will want to listen to:Basic Accounting and Financial Reporting for In-House Attorneys (Part Three): Interpretation, Ratio Analysis, and Selected Technical Areas 2026Basic Accounting and Financial Reporting for In-House Attorneys (Part Four): Goodwill, Revenue Recognition, and Other Technical Areas 2026Please join Cheryl L. Linthicum and George M. Wilson of PLI’s SEC Institute as they build a foundational understanding to demystify financial reporting. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459763 459763 216 G5591 1:02:29 https://www.pli.edu/programs/basic-accounting-and-financial-reporting-for-in-house-attorneys-part-one-foundations-and-the-balance-sheet-2026/459681?tCode=WTC5_RSS01 Accounting and financial reporting Financial accounting Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Balance sheets (Securities filings and financial statements) Understanding and interpreting financial information is a key skill for in-house counsel. Successfully working in areas including preparation of annual plans and budgets, evaluation of contract or acquisition terms, and review of external reporting information, involves using and interpreting financial statements. This first of four briefings will build a foundation to understand and use the information financial statements communicate, including assessing operating efficiency, liquidity and leverage risk. Beginning with foundational concepts for financial accounting and reporting, discussion will build an understanding of the statement of financial condition or balance sheet along with the information it communicates about liquidity and leverage risk. This briefing is the first in a series of four and is followed by:Basic Accounting and Financial Reporting for In-House Attorneys (Part Two): The Income Statement and Statement of Cash Flows 2026Basic Accounting and Financial Reporting for In-House Attorneys (Part Three): Interpretation, Ratio Analysis, and Selected Technical Areas 2026Basic Accounting and Financial Reporting for In-House Attorneys (Part Four): Goodwill, Revenue Recognition, and Other Technical Areas 2026 Please join Cheryl L. Linthicum and George M. Wilson of PLI’s SEC Institute as they build a foundational understanding to demystify financial reporting. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459681 459681 216 G5590 1:03:40 https://www.pli.edu/programs/1793-2025-the-end-of-the-physical-penny/459550?tCode=WTC5_RSS01 Banking and finance Financial institutions Regulation, compliance, and enforcement (Corporate law) International law Regulation, compliance, and enforcement (International law) The United States had a one cent coin from the founding of the nation until late last year. Even though the relative value of one cent declined to the point that many would forego picking pennies up from the street, the concept of a cent remains a key part of many commercial transactions. From the pricing of retail gasoline to the calculation of interest and loan amortization, the base 10 nature of the modern financial system makes it impossible to avoid transfers involving cents.  In May 2025, the U.S. Treasury announced that the U.S. Mint would cease producing physical pennies in the near future, which occurred in November 2025. In September 2025, the Federal Reserve Banks announced that the winddown in production had caused the inventory of pennies at certain distribution points to be exhausted. Eventually, the inventory at all distribution points is expected to be fully depleted, at which point banks and credit unions will be unable to obtain pennies. In turn, companies that rely on depository institutions for the coinage required by commerce, such as to make change at points of sale, will be unable to obtain pennies. In the absence of legislation, the official, financial and commercial sectors have been left to their creativity to implement the phase-out of the penny. This panel will discuss the legal issues associated with the end of the physical penny and explore how lawyers can advise clients on adapting their businesses for this change.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459550 459550 98 G5643 1:01:56 https://www.pli.edu/programs/nonprofit-involvement-in-elections-what-to-look-for-in-2026/459226?tCode=WTC5_RSS01 Political activity law Campaign finance Corporate political activity Regulation, compliance, and enforcement (Political activity law) Nonprofit organizations Nonprofits have become vital participants in elections, praised for nonpartisanship by some and derided as vehicles for “dark money” by others. With the 2026 midterm elections rapidly approaching, nonprofit organizations will again be involved in a range of election-related activities. As a result, it is crucial that nonprofit organizations—including 501(c)(3), 501(c)(4), and 501(c)(6) groups—and corporate donors understand the laws governing participation in advocacy and politics. Federal tax laws, combined with frequently-evolving federal, state, and local campaign finance laws, present a myriad of potential compliance issues for nonprofit organizations engaging in elections, as well as for their corporate donors.   In this One-Hour Briefing, faculty will discuss key challenges that arise when nonprofits get involved in politics and share how such organizations, donors, and their corporate partners can avoid the most common pitfalls.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459226 459226 98 G5637 1:02:11 https://www.pli.edu/programs/health-care-ma-trends-risks-and-whats-ahead/459210?tCode=WTC5_RSS01 Corporate law Mergers and acquisitions Health care Regulation, compliance, and enforcement (Health care) Information technology (Health care) While 2025 saw a significant jump in healthcare M&A deal value, as buyers focused on strategic, high-quality assets, overall deal count remained steady from 2024. Key trends and drivers of activity included strong interest in healthtech and AI-enabled platforms, outpatient care models, and behavioral health. Additionally, pent-up demand kept the market active overall. On the other hand, financing costs and regulatory scrutiny continued to present challenges. Looking ahead to 2026, expectations are for a gradual rebound in volume as interest rates ease and economic conditions stabilize. We also expect that consumer-driven care models will drive the next wave of transactions. One thing is for certain, 2026 will be full of surprises and keep deal professionals on their toes. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459210 459210 98 G5627 1:03:37 https://www.pli.edu/programs/anti-terrorism-act-litigation-update-key-decisions-from-2025-and-strategic-insights-for-2026/459181?tCode=WTC5_RSS01 Corporate law International law International litigation Regulation, compliance, and enforcement (International law) Litigation The legal landscape surrounding the Anti-Terrorism Act (ATA) continues to evolve. There have been major appellate decisions which districts courts are now applying. The Trump Administration’ designations of Latin American drug cartels as Foreign Terrorist Organizations (“FTOs”) continues to fuel concerns for corporations and financial institutions. And, 2026 marks the 10th anniversary of the Justice Against Sponsors of Terrorism Act (JASTA), which may drive an increased number of new ATA cases. Against this quickly changing backdrop, this Briefing will discuss the ATA generally and then explain how the recent case law and FTO designations might impact companies doing business in high-risk jurisdictions. We will provide an update since our last Briefing of recent developments so those potentially impacted by this area of the law can stay current.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459181 459181 98 G5652 1:01:04 https://www.pli.edu/programs/ai-in-the-judicial-system-congress-has-questions/459076?tCode=WTC5_RSS01 Litigation Technology Artificial intelligence Calling on the federal judiciary to formally regulate its use of AI, on October 27, 2025, Senator Chuck Grassley stated: “The Senate confirms federal judges – not computer software – to perform the duties mandated under Article III.” Grassley’s comments were in response to two federal judges issuing orders with errors resulting from the use of AI. Grassley warned that if the federal judiciary doesn’t fix this issue, Congress will step in. After years of attorneys being called out by judges, and in some cases sanctioned, for filing pleadings with fake citations and quotes resulting from AI hallucinations, seeing similar errors by the judiciary raises concerns about the legal profession’s lack of understanding of AI and questions about what needs to be done to remedy this ongoing problem. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459076 459076 98 G5620 1:03:16 https://www.pli.edu/programs/from-generative-to-agentic-ai-in-advertising-and-marketing-the-legal-risks-and-practical-guidelines-you-need-to-know/459086?tCode=WTC5_RSS01 Communications and telecommunications Online and traditional advertising Intellectual property Technology Artificial intelligence This session will explore how agentic AI tools – systems that don’t just generate content but also act, decide, and transact – will create a new wave of legal and regulatory challenges for brands and marketers. While generative AI risks have been largely analyzed under existing regulations around IP, substantiation, privacy, and disclosures, agentic AI raises new questions: Can an AI agent bind consumers to contracts or accidental purchases? What happens when an AI tool, acting autonomously and without human input, generates misleading claims, favors paid partners without disclosure, or engages in potentially discriminatory practices? Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459086 459086 98 G5632 1:01:37 https://www.pli.edu/programs/designing-and-defending-trademark-consumer-surveys-in-2026-federal-courts-the-ttab-and-the-emerging-role-of-ai/458937?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark litigation Technology Artificial intelligence Consumer surveys remain one of the most influential—and most scrutinized—forms of evidence in trademark litigation. At the Trademark Trial and Appeal Board (TTAB), surveys are increasingly central to proving or challenging claims involving genericness, secondary meaning, and likelihood of confusion. In federal courts, judges continue to refine expectations around methodological reliability, universe selection, controls, and expert testimony under Daubert. At the same time, rapid advances in artificial intelligence are beginning to reshape how surveys are designed, tested, and evaluated. AI-driven tools are improving questionnaire design, open-ended coding, and data-quality monitoring. There is also early exploration of “synthetic respondents,” a development that, while still nascent, raises important questions about how survey evidence may evolve in the years ahead. Drawing on his 25-year career as a trademark litigator and survey expert, J. Michael Keyes will deliver practical, case-driven insights on how surveys are designed, challenged, and evaluated today. This fast-moving session highlights what practitioners need to know now. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458937 458937 98 G5634 1:03:56 https://www.pli.edu/programs/privacy-as-a-safety-measure-a-framework-for-integrating-personal-privacy-into-product-design/458858?tCode=WTC5_RSS01 Cybersecurity and data protection Data breach Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Technology) Cybersecurity and personal privacy are cornerstones of our digital world. Yet, as more personal data is generated and fed into apps and the consequences of data breaches can lead to real-world harm, the “Safety by Design Privacy Framework” offers the opportunity to integrate privacy into product development. This Briefing will introduce the Framework, and give practical, actionable strategies to integrate privacy and safety. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458858 458858 98 G5586 1:01:42 https://www.pli.edu/programs/shareholder-proposals-preparing-for-the-2026-proxy-season/458861?tCode=WTC5_RSS01 Corporate law Corporate governance Shareholders (Corporate governance) Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) In the wake of the SEC’s 2025 mid-proxy season adoption of Staff Legal Bulletin 14M and the recent announcement of the Commission’s reduced involvement in the Rule 14a-8 process for the 2025/2026 proxy season, companies must carefully navigate the shareholder proposal process this year. This One-Hour Briefing will help companies navigate the evolving landscape of shareholder proposals for the current proxy season. Discussion will address process and documentation issues and best practices for managing shareholder engagement and submissions. Please join faculty as they discuss these and other key shareholder proposal issues.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458861 458861 216 G5656 1:03:48 https://www.pli.edu/programs/the-perfectionism-trap-and-the-practice-of-law-learning-to-accept-good-enough-without-lowering-your-standards/458801?tCode=WTC5_RSS01 Health care Professional development Attorney wellness Attorney work-life balance Technology In the practice of law, perfectionism is often mistaken for professionalism. On the surface, it looks like dedication and commitment to clients, but in reality, it quietly fuels procrastination, the feeling of being overwhelmed, and people-pleasing. And if you think perfectionism isn’t your issue, it may be hiding in plain sight. From agonizing over discovery motions, redlining agreements line by line, rewriting client emails multiple times, or preparing deposition summaries and oral arguments as if every question must be anticipated, these impossibly high standards are praised, expected, and deeply ingrained. But behind the scenes, perfectionism takes a significant toll: it drains time, undermines confidence, delays progress, and threatens lawyer well-being.Here’s the reality: perfectionism isn’t the same as excellence. Excellence motivates and inspires. Perfectionism traps lawyers in cycles of second-guessing, overwork, and fear of failure. It convinces us that “good enough” is unacceptable—when, in fact, “good enough” often meets and even exceeds professional standards.The trickiest part? Many attorneys don’t recognize perfectionism as the culprit. We label it “being thorough,” “dedicated,” or “driven.” Yet it shows up in countless subtle ways: redoing time entries because billing descriptions don’t feel detailed enough, staying online late at night to be the “always available” teammate, over-preparing for client presentations, or delaying business development outreach until every detail is perfect. For litigators, it might mean stalling on drafting briefs or discovery responses out of fear they’re not airtight. For transactional lawyers, it might show up as spending hours addressing every possible “what if” in a contract. For in-house counsel, it may be over-preparing board decks or responding instantly to every business inquiry. In this Briefing, we’ll explore how perfectionism impacts both the substantive practice of law and the business of law. We’ll examine its hidden costs on client service, and professional growth. Most importantly, we’ll provide practical tools to recognize when “good enough” truly is enough, so lawyers can maintain excellence, uphold ethical obligations, and preserve their well-being in the process. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458801 458801 98 G5577 1:02:28 https://www.pli.edu/programs/bankruptcy--reorganizations/463817?tCode=WTC5_RSS01 Distressed companies Financing Bankruptcy and restructuring Corporate bankruptcy Taken from the Web Program Recorded April 7, 2026 in New YorkBankruptcy and Reorganization Market Update [01:01:05]After completing this session, participants will have a greater understanding of:Market forces influencing bankruptcies and reorganizationsCOVID era maturitiesCurrent financing optionsAviation casesBankruptcy Code vs. Political/Regulatory forcesChapter 22 casesUpdate on the impact of crypto-related cases, potential effects of tariffs and changes to SEC oversight/rulesLegislative and regulatory winds of change – updates on bankruptcy code and rules, as well as key bankruptcy reform issues in CongressRachel Ehrlich Albanese, Hon. Lisa G. Beckerman, Barbra R. ParlinPresentation MaterialCHP 1: Table: State Enactments (E) and Introductions (I) of 2022 UCC Amendments as of February 23, 2026CHP 1a: Uniform Commercial Code Amendments (2022)CHP 2: Digital Asset Market Clarity Act of 2025, H. R. 3633 (Sept. 18, 2025)CHP 3: Guiding and Establishing National Innovation for U.S. Stablecoins Act (“GENIUS Act”), Public Law 119–27 (Jul. 18, 2025) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463817 463817 98 G3102 1:01:05 https://www.pli.edu/programs/bankruptcy--reorganizations/463814?tCode=WTC5_RSS01 Bankruptcy and restructuring Corporate bankruptcy Chapter 11 Regulation, compliance, and enforcement (Bankruptcy and restructuring) Taken from the Web Program Recorded April 7, 2026 in New YorkLiability Management and other Pre-Petition Transactions [01:02:22]After completing this session, participants will have a greater understanding of:Enforceability of pre-petition liability management transactionsLitigation issues arising pre- and post-petitionImpact of LMEs on future restructurings/chapter 11 plansRole of UCC and case players in LME claims litigationCooperation agreements and LMEsWilliam Clareman, William Derrough, Theresa A. Foudy, Susheel KirpalaniPresentation MaterialCHP 4: Axos Fin., Inc. v. Reception Purchaser, LLC, 2026 NY Slip Op 50019(U), Index No. 650108/2025 (N.Y. Sup. Ct. Jan. 3, 2026)CHP 5: Wesco Aircraft Holdings, Inc. v. SSD Invs. Ltd., 2025 WL 3514358 (Dec. 8, 2025)CHP 6: In re Serta Simmons Bedding, L.L.C., 125 F.4th 555 (5th Cir. 2024), as revised (Jan. 21, 2025), as revised (Feb. 14, 2025)CHP 7: Appellate Review of Uptier Transactions: Serta and Mitel Decisions Reversed on Appeal (Jan. 10, 2025)CHP 8: Texas Bankruptcy Court Rules on Liability Management Transactions and “Required Lender” Status in In re Robertshaw US Holding Corp. (Jun. 24, 2024) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463814 463814 98 G3102 1:02:22 https://www.pli.edu/programs/bankruptcy--reorganizations/463811?tCode=WTC5_RSS01 Financing Bankruptcy and restructuring Chapter 11 Debtor-in-possession financing Equity instruments Taken from the Web Program Recorded April 7, 2026 in New YorkBankruptcy Financing Issues [01:00:55]After completing this session, participants will be able to:Understand the latest contested issues in DIP financing in chapter 11Identify the key issues and recent precedent regarding bankruptcy and non-bankruptcy financing solutions (e.g., uptier transactions, roll ups, equity conversion, DIP to exit facility, other case controls)Learn about new developments in exit financing strategies and existing lender participationRecognize the latest secured lender strategies for financing towards a sale process to monetize collateralLearn about latest court rulings on inter-creditor disputes in connection with DIP financingJasmine Ball, Michelle M. McGreal, Todd M. GorenPresentation MaterialCHP 9: Fredric Sosnick (A&O Shearman), A&O Shearman (A&O Shearman), Ch. 8: Financing in Chapter 11, Practising Law Institute, Financially Distressed Companies Answer Book (2024 Edition) (July 2024)CHP 10: Practising Law Institute, Asset-Based Lending: A Practical Guide to Secured Financing (Eighth Edition),Ch. 18: Debtor in Possession Financing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463811 463811 98 G3102 1:00:55 https://www.pli.edu/programs/bankruptcy--reorganizations/463808?tCode=WTC5_RSS01 Bankruptcy and restructuring Chapter 11 Chapter 15 International bankruptcy Taken from the Web Program Recorded April 7, 2026 in New YorkCross-Border Insolvencies and Chapter 15 [01:02:05]After completing this session, participants will be able to:Understand the intricacies of Chapters 11 and 15 in relation to cross-border filings and developmentsAnalyze the challenges and strategies involved in restructuring multi-jurisdictional corporate groupsIdentify and explain the differences between foreign main and non-main proceedings, and the latest trends in this areaEvaluate methods to challenge recognition and enforce controversial foreign plans, considering the concept of extraterritorialityStay updated on new foreign insolvency statutes and their implicationsReview and discuss current cases to apply theoretical knowledge to practical scenariosHon. Allan L. Gropper, Lisa M. Schweitzer, Craig MartinPresentation MaterialCHP 11: Current Developments in International Insolvency Law, A United States Perspective (2026)Hon. Allan L. Gropper Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463808 463808 98 G3102 1:02:05 https://www.pli.edu/programs/bankruptcy--reorganizations/463805?tCode=WTC5_RSS01 Bankruptcy and restructuring Chapter 11 Practice skills (Bankruptcy and restructuring) Regulation, compliance, and enforcement (Bankruptcy and restructuring) Taken from the Web Program Recorded April 7, 2026 in New YorkTurning It Around – Hot Issues in Chapter 11 [01:31:29]After completing this session, participants will have a greater understanding of:Key plan provisions, including third party releases, opting in or out, voting, gatekeeping provisionsConvergeOne: Intercreditor issues including exclusive backstop and equity subscription rightsCross-border issues and use of foreign jurisdictionsThe other bankruptcy code—the Uniform Commercial Real Estate Receivership Act and its expansion to non-real estate middle market cases.What is and isn’t property of the estate—true sale vs. disguised financing battles have expanded beyond merchant credit agreementsBoard matters, including dealing with proxy disputes, Delaware’s safe harbor amendments, insurance and other things to think aboutSubchapter V cases and plansPatricia Ferrari, Lisa Laukitis, John J. Monaghan, Anupama YerramalliPresentation MaterialPowerPoint - Turning It Around – Hot Issues in Chapter 11Patricia Ferrari, Lisa Laukitis, John J. Monaghan, Anupama YerramalliCHP 12a: In re Denali Constr. Servs., LLC, Findings of Fact & Conclusions of Law, No. 24-33155-MVL11 (Bankr. N.D. Tex. Mar. 20, 2026)CHP 12b. Rutledge v. Clearway Energy Group LLC, No. 248, 2025 (Del. Feb. 27, 2026)CHP 12c. In re Greenwich Retail Grp. LLC, No. 25-11295 (MEW), Adv. No. 25-01106 (MEW), slip op. (Bankr. S.D.N.Y. Feb. 20, 2026)CHP 12d. In re: Container Store Grp., 2026 WL 395898 (S.D. Tex. Feb. 12, 2026)CHP 12e. Illinois Receivership Act, 765 ILCS 1090/1–29 (effective Jan. 1, 2026)CHP 12f. In re Fossil (UK) Global Services Ltd., (Bankr. S.D. Tex. Nov. 12, 2025)CHP 12g. In re Boy Scouts of Am., 137 F.4th 126 (3d Cir. 2025)CHP 12h. In re ConvergeOne Holdings, Inc., No. 4:24 cv 02001 (S.D. Tex. Sept. 25, 2025)CHP 12i. In re J.P.R. Mech. Inc., Adv. Nos. 21-07079 (DSJ), 21-07082 (DSJ), slip op. (Bankr. S.D.N.Y. May 30, 2025)CHP 12j. In re Crédito Real S.A.B. de C.V., SOFOM, E.N.R., 670 B.R. 150 (Bankr. D, Del. 2025)CHP 12k. In re Odebrecht Engenharia e Construção S.A., 669 B.R. 457 (Bankr. S.D.N.Y. 2025)CHP 13: Houston We Have (Another) Problem: District Court Reverses Confirmation Over Unequal Treatment in ConvergeOne (Oct. 13, 2025) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 463805 463805 98 G3102 1:31:29 https://www.pli.edu/programs/sixth-annual-disclosure-committee-tune-up/458713?tCode=WTC5_RSS01 Accounting and financial reporting Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) With the SEC’s recent shift to a “back to basics” approach, Disclosure committees must remain up-to-date regarding changes in SEC disclosure priorities and rulemaking developments as well as address disclosure developments in areas including cybersecurity risk management and events, clawback policies and restatements, officer and director stock trading plans, insider trading policies, ESG disclosures, supply chain disruptions, tariffs and other emerging company-specific risks. Disclosure controls and procedures, and perhaps disclosure committee membership, must be re-confirmed or updated to ensure that they capture the information now required for these and other “principles-based” disclosure requirements – particularly in light of the Unisys, Compass Minerals, and other similar enforcement actions that found there to be a “deficient disclosure process.” Please join Gary M. Brown of Nelson Mullins Riley & Scarborough LLP and PLI’s SEC Institute Director George M. Wilson as they discuss these and other key issues for disclosure committees this year-end.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458713 458713 216 G5638 1:03:11 https://www.pli.edu/programs/audit-committees-and-financial-reporting/462641?tCode=WTC5_RSS01 Audit committees (Auditing) Audit committees (Corporate governance) Special committees (Corporate governance) Internal investigations (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded March 31, 2026 in New YorkKey Considerations at the Outset of an Audit Committee or Special Committee Investigation: The Board of Directors/Audit or Special Committee’s Perspective [01:00:25]This panel will summarize the best practices for Board members, audit committee members and special committee members in evaluating and responding to issues that may trigger the need for an internal investigation. After completing this session, participants will be able to:Identify critical situations requiring internal investigationsUnderstand the key considerations to evaluate when to use in-house counsel and when to retain independent outside counselLearn when to retain other professionals, like forensic accountants and othersKnow the expectations of outside counsel and other professionalsReview issues of independenceGain insight on audit committee reportingBrendan O'Connor, Brent Rosenthal, Rizwan A. QureshiPresentation MaterialCourse Materials: Order Granting Approval of AmendmentsCourse Materials: Spotlight: Staff Update on 2023 Inspection ActivitiesCourse Materials: Staff Guidance, Implementation of Critical Audit Matters: Staff Observations from Review of Audit MethodologiesCourse Materials: The Importance of High Quality Independent Audits and Effective Audit Committee Oversight to High Quality Financial Reporting to Investors Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462641 462641 98 G3228 1:01:07 https://www.pli.edu/programs/audit-committees-and-financial-reporting/462638?tCode=WTC5_RSS01 Practice skills (Banking and finance) Special committees (Corporate governance) Internal investigations (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Practice skills (Securities and other financial products) Taken from the Web Program Recorded March 31, 2026 in New YorkKey Considerations Regarding an Audit Committee or Special Committee Investigation: The Outside Counsel’s Perspective [01:01:07]Discuss the key factors for attorneys to conduct effective internal investigations, and how the Committee(s) should oversee this work. After completing this session, participants will be able to:Know how to structure and initiate the internal investigationDefine the nature and scope of the internal investigationPrepare for and conduct witness interviewsHandle critical privilege and confidentiality issuesUnderstand the need to retain other outside professionals (e.g., forensic accountants)Prepare reports/presentations to the Committee(s) and the BoardJennifer Achilles, Raquel Kellert, Louis J. Manzo Presentation MaterialCourse Materials: News Release, PCAOB Adopts New Requirements for Lead Auditor’s Use of Other AuditorsCourse Materials: Planning and Supervision of AuditCourse Materials: Statement on Amendments to Auditing StandardsSegment PowerPoint: Key Considerations Regarding an Audit Committee or Special Committee Investigation: The Outside Counsel’s PerspectiveJennifer Achilles, Raquel Kellert, Louis J. Manzo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462638 462638 98 G3228 1:01:07 https://www.pli.edu/programs/audit-committees-and-financial-reporting/462635?tCode=WTC5_RSS01 Accounting and financial reporting Special committees (Corporate governance) Internal investigations (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded March 31, 2026 in New YorkKey Considerations Regarding an Audit Committee or Special Committee Investigation: The Forensic Accountant’s Perspectives [01:00:25]Using a real-world case study, this presentation will discuss the roles of forensic accountants and other forensic investigators in executing the internal investigation. After completing this session, participants will be able to:Establish the initial scope and develop the appropriate workplanPreserve, collect and process email and electronic document environment for thorough reviewAssist counsel with the witness interviews of key witnesses on financial and accounting issuesPerform the detailed accounting analysis requiredPerform independent investigative procedures to identify potential recoveriesPresent work product to counsel and Audit and Special Committees, auditors and regulatorsMatthew B. Greenblatt, Zachary K. Marks, Kaylan MeazaPresentation MaterialCourse Materials: Here’s the Expert Your Company Needs to Gain the Upper HandCourse Materials: Statement on PCAOB Amendments to Strengthen Auditing Standards for Audits Involving Multiple FirmsSegment PowerPoint: Key Considerations Regarding an Audit Committee or Special Committee Investigation: The Forensic Accountant’s PerspectivesMatthew B. Greenblatt, Zachary K. Marks, Kaylan Meaza Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462635 462635 98 G3228 1:01:07 https://www.pli.edu/programs/audit-committees-and-financial-reporting/462632?tCode=WTC5_RSS01 Auditors Corporate governance Special committees (Corporate governance) Internal investigations (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded March 31, 2026 in New YorkBest Practices for Liaising with Regulators and Auditors During an Internal Investigation [00:59:24]Using a real-world case study, this presentation will discuss best practices within the internal investigation for how to liaise with regulators and outside auditors. After completing this session, participants will be able toIdentify and summarize key findings and remedial measuresDetermine all relevant parties and potential audiences for report of findingsConsider the proper format for presentations – including the pros and cons of a written reportAssess impact on current and future auditsImplement any necessary remedial measures identified through the investigationMichael E. Brodsky, Stephen Bucci, Gary Y. Leung, Rizwan A. Qureshi Presentation MaterialCourse Materials: 2025 Examination PrioritiesCourse Materials: Department of Justice ReleaseCourse Materials: Presenting Remote Investigations to the Government Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462632 462632 98 G3228 0:59:24 https://www.pli.edu/programs/audit-committees-and-financial-reporting/462644?tCode=WTC5_RSS01 Accounting and financial reporting Audit committees (Auditing) Audit committees (Corporate governance) Special committees (Corporate governance) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded March 31, 2026 in New YorkEvolving Legal Ethics Issues and Challenges for Audit Committee and Special Committee Members and Advisors [00:59:47]This panel will discuss current legal and accounting ethics issues that arise when advising audit committees. After completing this session, participants will be able to:Gain insight on SEC enforcement actionsUnderstand SEC reporting rules and conflicting ethical obligationsAnalyze ethics issues for lawyers and auditorsAvoid common pitfalls: how in-house and outside legal advisors get into troubleSarah L. Eichenberger, Lindi JarvisPresentation MaterialCourse Materials: Auditor Independence and Ethical Responsibilities: Critical Points to Consider When Contemplating an Audit Firm RestructuringCourse Materials: Current Topics in Professional Ethics Impacting Accountants and AttorneysCourse Materials:The Critical Importance of the General Standard of Auditor Independence and an Ethical Culture for the Accounting ProfessionSegment PowerPoint: Evolving Legal Ethics Issues and Challenges for Audit Committee and Special Committee Members and AdvisorsSarah L. Eichenberger, Lindi Jarvis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462644 462644 98 G3228 0:59:47 https://www.pli.edu/programs/audit-committees-and-financial-reporting/462647?tCode=WTC5_RSS01 Accounting and financial reporting Audit committees (Auditing) Special committees (Corporate governance) Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded March 31, 2026 in New YorkRegulatory and Financial Reporting Developments – What Audit Committee and Special Committee Members Need to Know [00:58:43]This panel will summarize the most recent trends and developments regarding financial reporting concerns impacting audit committees from the SEC’s perspective as well as how professionals in the auditing arena should prepare and integrate these changes from the PCAOB perspective. After completing this session, participants will be able to:Understand new accounting and PCAOB standardsDiscuss recent enforcement actions involving financial reporting issues, including non-GAAP issues and internal control mattersEvaluate developments in revenue recognitionStay ahead of other recent accounting, reporting and regulatory developmentsJohn J. Carney, Jennifer S. Leete, Martin Wilczynski, Ryan WolfePresentation MaterialCourse Materials: A Firm’s System of Quality ControlCourse Materials: Audit Focus: Critical Audit MattersCourse Materials: Spotlight: Auditor Responsibilities for Detecting, Evaluation, and Making Communications About Illegal ActsCourse Materials: Statement on Responsibilities of Lead Auditors to Conduct High Quality Audits When Involving Other AuditorsSegment PowerPoint: Regulatory and Financial Reporting Developments – What Audit Committee and Special Committee Members Need to KnowJohn J. Carney, Jennifer S. Leete, Martin Wilczynski Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462647 462647 98 G3228 0:59:25 https://www.pli.edu/programs/representing-the-pro-bono-client-new-york-public-assistance-and-food-stamp-eligibility/462628?tCode=WTC5_RSS01 Public benefits Litigation Public interest law and pro bono Taken from the Web Program Recorded March 31, 2026 in New YorkObtaining, Maintaining, and Budgeting Cash Assistance for Basic Needs: Overcoming Common Roadblocks [01:32:59]This presentation will provide an overview of the rules governing cash assistance eligibility and budgeting. After completing this session, participants will be better able to:Assist with cash assistance applicationsUnderstand financial eligibility rulesUnderstand non-citizen eligibility rulesAssist with challenges to keeping cash assistance cases openUnderstand work rulesUnderstand sanctionsNavigate HRA online applications and related systems, for NYC advocatesLynn D. Lu, Jack NewtonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Basics of Public Assistance in New York State (January 2026)Jack Newton,Lynn D. LuComplaint for Declaratory and Injunctive Relief, State of New York, et al. v. Administration for Children and Families, et al., No. 1:26-cv-00172 (S.D.N.Y. 2026)Jack Newton,Lynn D. LuTemporary Restraining Order, State of New York, et al. v. Administration for Children and Families, et al., No. 1:26-cv-00172-VSB (S.D.N.Y. 2026)Jack Newton,Lynn D. LuPresentation Material1. Basics of Cash Public Assistance in New York State (PowerPoint Slides)Lynn D. Lu, Jack Newton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462628 462628 98 G3129 1:32:59 https://www.pli.edu/programs/representing-the-pro-bono-client-new-york-public-assistance-and-food-stamp-eligibility/462619?tCode=WTC5_RSS01 Public benefits Supplemental Nutrition Assistance Program Medicaid Public interest law and pro bono Taken from the Web Program Recorded March 31, 2026 in New YorkMedicaid Basics for Cash Assistance and SNAP Advocates in New York State [01:31:27]This panel will introduce cash assistance and SNAP advocates to the basics of Medicaid eligibility in New York State. After completing this session, participants will be better able to:Understand Medicaid eligibility rulesFocus on strategies for accessing services Review recent and upcoming rule changes for non-citizen eligibility and work rulesTroubleshoot commonly encountered problemsHeidi Bramson, Kelly Ann MurrayThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Medicaid Basics for Cash Assistance and SNAP Advocates in New York StateHeidi A. Bramson,Kelly Ann MurrayPresentation Material4. Medicaid Basics for Cash Assistance and SNAP Advocates in New York State (PowerPoint Slides)Heidi A. Bramson, Kelly Ann Murray Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462619 462619 98 G3129 1:32:09 https://www.pli.edu/programs/representing-the-pro-bono-client-new-york-public-assistance-and-food-stamp-eligibility/462622?tCode=WTC5_RSS01 Public benefits Supplemental Nutrition Assistance Program Litigation Hearings (Litigation) Public interest law and pro bono Taken from the Web Program Recorded March 31, 2026 in New YorkFair Hearing Basics and Post-Hearing Compliance [01:31:08]This presentation will provide an overview of fair hearing basics and post-hearing compliance, with a focus on the skills needed for successful advocacy. After completing this session, participants will be better able to:Understand fair hearing rights and processesStrategize for issue resolution and hearing representationPrepare evidence for the hearing with a focus on specific evidence needed for an employability hearingRecognize important fair hearing compliance processes and strategiesSeek reconsideration or an appealDiana C. Proske, Camille L. ZentnerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York State SNAP and Temporary Assistance Fair HearingsDiana C. Proske,Camille L. ZentnerFair Hearings AppendixDiana C. Proske,Camille L. ZentnerPresentation Material3. Administrative Fair Hearings With OTDA (PowerPoint Slides)Diana C. Proske, Camille L. Zentner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462622 462622 98 G3129 1:31:08 https://www.pli.edu/programs/representing-the-pro-bono-client-new-york-public-assistance-and-food-stamp-eligibility/462625?tCode=WTC5_RSS01 Public benefits Supplemental Nutrition Assistance Program Litigation Public interest law and pro bono Taken from the Web Program Recorded March 31, 2026 in New YorkSupplemental Nutrition Assistance Program (SNAP) Eligibility and Update [01:31:40]This presentation will provide an overview of the rules governing Supplemental Nutrition Assistance Program (SNAP). After completing this session, participants will be better able to:Identify factors considered in SNAP eligibilityFocus on income and household composition issuesIncorporate SNAP budget skillsRecognize employment and training options in SNAPLearn about updates in federal and/or state SNAP policies and regulationsSaima Akhtar, Abby Biberman, Kathleen M. KelleherThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Supplemental Nutrition Assistance Program (SNAP)/Food Stamps Basics (January 2026)Saima Akhtar,Abby Biberman,Kathleen M. KelleherSNAP Guidance AppendixSaima Akhtar,Abby Biberman,Kathleen M. KelleherPresentation Material2. SNAP Eligibility and Updates (PowerPoint Slides)Saima Akhtar, Abby Biberman, Kathleen M. Kelleher Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462625 462625 98 G3129 1:31:40 https://www.pli.edu/programs/delaware-law-developments/462590?tCode=WTC5_RSS01 Corporate law Corporate governance Corporate litigation Regulation, compliance, and enforcement (Corporate law) Securities litigation Taken from the Web Program Recorded March 30, 2026 in New YorkDelaware Non-Fiduciary Litigation Update [01:15:49]Participants will leave this program with a greater understanding of:The increasing role of Magistrates in Chancery, including recent books and records and advancement/indemnification decisions Commercial litigation developments, including post-closing milestone/earn-out, busted deal, and alternative entity decisions Broader Chancery practice, including discovery developments and ongoing amendments to the Court of Chancery RulesPanel Leader: Blake RohrbacherSpeakers: Corinne Elise Amato, Justin C. Clarke, Andrew Ditchfield, Lakshmi A. Muthu The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Recent Developments in Delaware Corporate Law (January 30, 2026)Blake RohrbacherMorris, Nichols, Arsht & Tunnell LLP, Client Alert, 2025 Amendments to the Delaware General Corporation Law in a Nutshell (Summer 2025)Tarik HaskinsSullivan & Cromwell, S&C Memos, Delaware Supreme Court Reaffirms the Limits of the Implied Covenant of Good Faith and Fair Dealing (January 27, 2026)Melissa SawyerSullivan & Cromwell, S&C Memos, Director Data Requests—The Line Between Oversight and Management (October 15, 2025)Melissa SawyerSullivan & Cromwell, S&C Memo, Summary of Recent Changes to Delaware, Nevada, and Texas Corporate Law (June 16, 2025)Melissa Sawyer2025 Delaware Year-End Review: M&A and Stockholder Litigation (January 29, 2026)Sameer Advani,Charles Dean Cording,Todd G. Cosenza,Shaimaa M. Hussein,Jeffrey B. Korn,Richard Li,Tariq Mundiya,Vanessa C. Richardson,Antonio Yanez Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462590 462590 98 G3227 1:16:31 https://www.pli.edu/programs/delaware-law-developments/462594?tCode=WTC5_RSS01 Corporate governance Board of directors Corporate litigation Regulation, compliance, and enforcement (Corporate law) Securities litigation Taken from the Web Program Recorded March 30, 2026 in New YorkDelaware Fiduciary Litigation Update [01:15:57]Participants will leave this program with a greater understanding of:Deal litigation developments, including director independence and disclosure considerationsCaremark/oversight litigation developmentsAiding and abetting liability and related issuesCIP-CEU credit for Certified Information Professionals Panel Leader: Bradley R. AronstamSpeakers: Evert J. Christensen, Marjorie P. Duffy, Christopher M. Foulds, Charlotte K. NewellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Recent Developments in Delaware Corporate Law (January 30, 2026)Blake RohrbacherDon’t Call It a Comeback: A Decade Later, the Corwin Doctrine Still Packs a Knockout Punch (July 2025)Nick G. Borelli,Edward B. Micheletti,Faiz AhmadThe Fiduciary Exception to the Attorney-Client Privilege in Delaware and Beyond (May 2025)J. Zachary Haupt,Matthew R. Clark,Tarik Haskins2025 Delaware Year-End Review: M&A and Stockholder Litigation (January 29, 2026)Sameer Advani,Charles Dean Cording,Todd G. Cosenza,Shaimaa M. Hussein,Jeffrey B. Korn,Richard Li,Tariq Mundiya,Vanessa C. Richardson,Antonio Yanez Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462594 462594 98 G3227 1:15:57 https://www.pli.edu/programs/delaware-law-developments/462592?tCode=WTC5_RSS01 Corporate governance Shareholders (Corporate governance) Corporate litigation Regulation, compliance, and enforcement (Corporate law) Securities litigation Taken from the Web Program Recorded March 30, 2026 in New YorkFiduciary Duties of Large Stockholders and Controller Liability Considerations [01:16:31]Participants will leave this program with a greater understanding of: Fiduciary duty issues involving large stockholders, including the considerations weighed by the Delaware courts in assessing potential corporate control  Related liability issues for controllers  SPAC litigation developmentsPanel Leader: Vice Chancellor Morgan T. ZurnSpeakers: Kimberly A. Evans, Ryan A. McLeod, Richard Li, S. Michael SirkinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Recent Developments in Delaware Corporate Law (January 30, 2026)Blake RohrbacherDelaware Supreme Court Restores Musk’s 2018 Pay Package (December 24, 2025)Art Bookout,Richard H. West,Cliff C. Gardner,Paul J. Lockwood,Edward B. Micheletti,Jenness E. Parker,Faiz Ahmad,Steven J. Daniels,Joseph O. LarkinDelaware Adopts Safe Harbor Protections for Directors and Controlling Stockholders (May 13, 2025)Melissa A. DiVincenzo,James D. Honaker,Eric S. Klinger-Wilensky,Daniel D. Matthews,Kyle A. Pinder,Patricia O. Vella,Jeffrey R. Wolters,Tarik HaskinsDelaware Supreme Court Reinstates Tesla’s Performance-Based Equity Award to Elon Musk (December 22, 2025)Shaimaa M. Jeffrey,Sameer Advani,Charles Dean Cording,Todd G. Cosenza,Richard Li,Tariq Mundiya,Vanessa C. Richardson,Antonio Yanez Jr.,Shaimaa M. Hussein,Jeffrey B. Korn2025 Delaware Year-End Review: M&A and Stockholder Litigation (January 29, 2026)Sameer Advani,Charles Dean Cording,Todd G. Cosenza,Shaimaa M. Hussein,Jeffrey B. Korn,Richard Li,Tariq Mundiya,Vanessa C. Richardson,Antonio Yanez Jr.Presentation MaterialFiduciary Duties of Large Stockholders and Controller Liability ConsiderationsKimberly A. Evans, Richard Li, Ryan A. McLeod, S. Michael Sirkin, Hon. Morgan T. Zurn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462592 462592 98 G3227 1:17:13 https://www.pli.edu/programs/delaware-law-developments/462588?tCode=WTC5_RSS01 Corporate governance Corporate litigation Mergers and acquisitions Regulation, compliance, and enforcement (Corporate law) Taken from the Web Program Recorded March 30, 2026 in New YorkTransaction Planning and M&A Disputes [01:00:53]Participants will leave this program with a greater understanding of current developments regarding: Statutory changes impacting transaction planning, including when use of a special committee or other cleansing mechanism might be warrantedRecent case law addressing key terms of merger agreements, such as earn outs, as well as recent case law addressing sale processes and fiduciary dutiesPanel Leader: Stephanie NormanSpeakers: Faiz Ahmad, Tarik J. Haskins, Rebecca E. Salko, Melissa Sawyer The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Recent Developments in Delaware Corporate Law (January 30, 2026)Blake RohrbacherDelaware Rulings on Ambiguity, Materiality and Damages in M&A Indemnification Provisions Highlight the Importance of Careful Drafting (July 2025)Nick G. Borelli,Jonathan F. Garcia,Edward B. Micheletti,Faiz AhmadMergers & Acquisitions, A Delaware Checklist (December 31, 2024)Melissa A. DiVincenzo,James D. Honaker,Eric S. Klinger-Wilensky,Daniel D. Matthews,Kyle A. Pinder,Patricia O. Vella,Jeffrey R. Wolters,Tarik Haskins2025 Delaware Year-End Review: M&A and Stockholder Litigation (January 29, 2026)Sameer Advani,Charles Dean Cording,Todd G. Cosenza,Shaimaa M. Hussein,Jeffrey B. Korn,Richard Li,Tariq Mundiya,Vanessa C. Richardson,Antonio Yanez Jr.Sullivan & Cromwell, S&C Memos, When (and When Not) to Form a Special Committee in Activist Defense and M&A (September 25, 2025)Melissa SawyerPresentation MaterialTransaction Planning and M&A DisputesFaiz Ahmad, Tarik Haskins, Stephanie Norman, Rebecca E. Salko, Melissa Sawyer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462588 462588 98 G3227 1:00:53 https://www.pli.edu/programs/the-foreign-corrupt-practices-act-and-international-anti-corruption-developments/462563?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Data analysis and analytics Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded March 30, 2026 in New YorkUse of Data Analytics and AI in Investigations and Compliance [01:01:00]After this session, attendees will be able to:Consider data analytics and other tools for compliance monitoringBenchmark data analytics and AI tools for managing third-party riskEvaluate effective data analytics and AI tools for FCPA and compliance investigationsKimberly Parker (Panel Leader), Yvonne Cristovici, Carl Hahn, Bryan JudiceThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Carl T. Hahn, et al., Steptoe, STEPTECHTOE, Executive Order on AI: Federal Preemption or Federal Pressure? (December 12, 2025)Carl T. HahnMichelle Castaline, et al., Steptoe, STEPTECHTOE, Toward a National AI Framework: The Federal Strategy to Override State Regulation (December 17, 2025)Carl T. HahnPresentation MaterialSegment PPT: Use of Data Analytics and AI in Investigations and ComplianceKimberly A. Parker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462563 462563 98 G3084 1:01:00 https://www.pli.edu/programs/the-foreign-corrupt-practices-act-and-international-anti-corruption-developments/462572?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Cybersecurity and data protection Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded March 30, 2026 in New YorkCrisis Management Hypothetical: How to Handle a Real World FCPA Problem [01:06:39]After this session, attendees will be able to: Structure the investigation team: in-house or use outside resources?Determine the appropriate scope and adjusting to make real time changesUnderstand interviews and data, managing data privacy and local law riskProtecting privilege across multiple jurisdictionsAssess key disclosure issues – government, investors, business partners and employeesEvaluate interactions with the Board and auditorsUnderstand media strategyPatrick F. Stokes (panel leader), Jacquelyn M. Kasulis, Jason Linder, Jonathan Lopez, Michelle QuinnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Patrick F. Stokes, et al., Gibson Dunn, White Collar Defense & Investigations Update, June 5, 2025 Internal Guidance from DOJ’s Criminal Division Prioritizes Victim Compensation in Coordinated Corporate Resolutions (June 17, 2025)Patrick F. StrokesPatrick F. Stokes, et al., Gibson Dunn, White Collar Defense & Investigations Update, New Memoranda from Attorney General Bondi: Topics to Watch in Corporate Enforcement (February 7, 2026)Patrick F. StokesUnited States Department of Justice, 9-47.120—Criminal Division Corporate Enforcement and Voluntary Self-Disclosure Policy (May 12, 2025)Patrick F. StokesPatrick F. Stokes, et al., Webcast: Navigating DOJ’s M&A Safe Harbor: Policy, Practice, and Strategic Implications (December 11, 2025) (PowerPoint slides)Patrick F. Stokes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462572 462572 98 G3084 1:06:39 https://www.pli.edu/programs/the-foreign-corrupt-practices-act-and-international-anti-corruption-developments/462578?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Cross-border investigations Internal investigations (Corporate law) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded March 30, 2026 in New YorkThe Executive Order on the FCPA, DOJ’s FCPA Guidance on Investigations and Enforcement, and What May Happen Next [01:18:34]After this session, attendees will be able to:The scope of the FCPA Guidance, and how it has been appliedYear in review of DOJ and SEC FCPA enforcement activitiesUnderstand the latest statements and actions from DOJ on FCPA prioritiesWeigh the effect of the changing enforcement approach on pending cases and future investigationsConsider the impact of altered US priorities within the broader global anti-corruption enforcement landscapePatrick F. Stokes (Panel Leader); Charles Cain, Daniel S. Kahn, Aisling O’SheaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Patrick F. Stokes, et al., Gibson Dunn, Anti-Corruption & FCPA Update, 2025 Year-End FCPA Update (January 8, 2026)Patrick F. StokesPatrick F. Stokes, et al., Thomson Reuters, Westlaw Today, DOJ Leadership Highlights Criminal Enforcement Priorities in New FCPA Memorandum and Public Remarks (June 25, 2025)Patrick F. StokesMemorandum from the Deputy Attorney General for the Head of the Criminal Division, Subject: Guidelines for Investigations and Enforcement of the Foreign Corrupt Practices Act (FCPA) (June 9, 2025)Patrick F. StokesPatrick F. Stokes, et al., Webcast: Global Anti-Corruption New Laws and FCPA Development (November 17, 2025) (PowerPoint slides)Patrick F. Stokes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462578 462578 98 G3084 1:18:34 https://www.pli.edu/programs/the-foreign-corrupt-practices-act-and-international-anti-corruption-developments/462566?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Anti-corruption due diligence Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded March 30, 2026 in New YorkCompliance Officer Challenges -- How to Maintain Your Compliance Program and Culture in a Time of Changing Priorities [01:02:15]After this session, attendees will be able to: Build the case for compliance as a core valueAdvocate for compliance resources in a time of changing prioritiesExplain the competitive benefits of a genuine compliance-minded cultureCalibrate areas of reduced riskBenchmark their program – resources, structure, scope and operationPatrick F. Stokes (Panel Leader), Kathryn Atkinson, Jeanne Cook, Melissa FarrarThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Patrick F. Stokes, et al., Gibson Dunn, Anti-Corruption & FCPA Update, President Trump Pauses New FCPA Enforcement, Initiates Enforcement Review, and Directs Preparation of New Guidance (February 11, 2025)Patrick F. StokesMichael Diamant and Melissa L. Farrar, Gibson, Dunn & Crutcher LLP, Anti-Corruption Risk in 2026 in the Face of Recalibration of U.S. Enforcement Priorities and Global Response, Global Legal Insights, Bribery & Corruption 2026 (13th Edition)Melissa L. FarrarPatrick F. Stokes, et al., Gibson Dunn, White Collar Defense & Investigations and Anti-Corruption & FCPA Update, California Reminds Companies That Foreign Bribery Violates State Law (April 7, 2025)Patrick F. StokesBenno Schwarz, et al., Gibson Dunn, White Collar Defense & Investigations and International Trade Advisory & Enforcement Update, New German Government Plans Reforms in White Collage and International Trade Law (May 8, 2025)Patrick F. StokesAllan Neil, et al., Gibson Dunn, White Collar Defense & Investigations Update, UK Serious Fraud Office Issues New Guidance on Corporate Self-Reporting and DPAs (April 30, 2025)Patrick F. StokesMemorandum from Matthew R. Galeotti, Head of the Criminal Division, to All Criminal Division Personnel, Subject: Focus, Fairness, and Efficiency in the Fight Against White-Collar Crime (May 12, 2025)Patrick F. Stokes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462566 462566 98 G3084 1:02:15 https://www.pli.edu/programs/the-foreign-corrupt-practices-act-and-international-anti-corruption-developments/462575?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Anti-corruption due diligence Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded March 30, 2026 in New YorkAnti-Corruption Compliance Risks and Enforcement in Key Jurisdictions Outside the U.S. [01:02:38]After this session, attendees will be able to: Understand recent enforcement trends in key jurisdictions outside the U.S. and cooperation between and among non-U.S. enforcement authoritiesEvaluate self-reporting and cooperation benefits to non-U.S. authoritiesAssess anti-corruption compliance risks and compliance program expectations from non-U.S. enforcement agenciesKimberly Parker (Panel Leader); Nicola Bonucci, Matthias Gstoehl, Karla Lini Maeji, Elly ProudlockThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kimberly A. Parker, et al., Wilmer Hale, FCPA Year-in-Review: 2025 Developments and Predictions for 2026 (January 28, 2026)Kimberly A. ParkerThe Foreign Corrupt Practices Act and International Anti-Corruption Developments: Organized Crime and Operation Hidden Carbon in Brazil: From Local Enforcement to Global Exposure (January 2026)Karla Lini MaejiPresentation MaterialSegment PPT: Anti-Corruption Compliance Risks and Enforcement in Key Jurisdictions Outside the U.S.Nicola Bonucci, Matthias Gstoehl, Karla Maeji, Kimberly A. Parker, Elly Proudlock Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462575 462575 98 G3084 1:02:38 https://www.pli.edu/programs/the-foreign-corrupt-practices-act-and-international-anti-corruption-developments/462569?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Data gathering Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded March 30, 2026 in New YorkEthical Issues in Compliance and Investigations [01:00:28]After this session, attendees will be able to: Assess ethical issues in dealing with whistleblowersDetermine ethical issues in dealing with internal company witnessesEvaluate ethical issues in determining the identity of the “client”Understand ethical limits to data collection and privacyAnalyze ethical issues in cooperating with government investigationsKimberly Parker (Panel Leader), Jay Holtmeier, Laura Perkins, Kelvin SheungThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kimberly A. Parker and Jay Holtmeier, Ethical Issues in Compliance and Investigations (March 2026)Kimberly A. ParkerNew York Rules of Professional Conduct, Rule 8.4: MisconductJay HoltmeierPresentation MaterialSegment PPT: Ethical Issues in Compliance and InvestigationsJay Holtmeier Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462569 462569 98 G3084 1:00:28 https://www.pli.edu/programs/false-claims-act-2025-year-in-review/458690?tCode=WTC5_RSS01 Corporate law Government contracts Regulation, compliance, and enforcement (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Health care) The federal False Claims Act (FCA) continues to be one of the most commonly used weapons in the government’s enforcement arsenal to address various forms of fraud. The U.S. Department of Justice (DOJ) reported numerous settlements and judgments from cases involving multiple industries, and as a result the government has collected nearly $78 billion since 1986—the year the whistleblower provisions of the FCA were strengthened. This presentation will provide an overview of the FCA and its elements, recent enforcement trends, and noteworthy FCA decisions from courts across the country. For example, in 2025, the government announced its intent to use the FCA to target new enforcement areas, such as customs fraud and illegal discrimination; Congress enacted a new law that significantly expands the types of false claims federal agencies can pursue administratively; and courts issued key rulings that shed light on whether reimbursement requests for a government program administered by a private corporation constitute “claims,” what requirements the government must satisfy to move to dismiss an FCA case over a relator’s objection, and when an FCA claim “results from” a kickback violation, among other issues. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458690 458690 98 G5595 1:01:11 https://www.pli.edu/programs/three-is-the-magic-number-the-tripartite-relationship-in-insurance-litigation/458679?tCode=WTC5_RSS01 Ethics and professional responsibility Insurance Practice skills (Insurance) Insurance litigation Practice skills (Litigation) This briefing explores the “tripartite relationship” in insurance litigation, focusing on the complex interactions among the insured, insurer, and defense counsel. Participants will gain foundational knowledge of the ethical, legal, and strategic considerations that shape these relationships, including jurisdictional differences, communication protocols, and conflict resolution. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458679 458679 98 G5655 1:03:19 https://www.pli.edu/programs/advanced-trademark-law/462391?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark litigation Taken from the Web Program Recorded March 26, 2026 in New YorkHot Topics in USPTO Trademark Prosecution – Tips & Best Practices [01:00:42]After completing this session, participants will be able to: Review an in-depth analysis of dates of use in commerce to be provided to USPTO in a trademark applicationShare considerations for selection and submission of specimens of useExplore best practices for initial analysis of Office actions raising likelihood of confusion and mere descriptiveness refusalsAssess the pros and cons of seeking a coexistence agreement to overcome a likelihood of confusion refusalAllison S. RickettsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Trademark Trial and Appeal Board Manual of Procedure (TBMP) (June 2025)Kenneth D. MinUse in CommerceAllison S. RickettsPresentation MaterialPowerPoint: Hot Topics in USPTO Trademark Prosecution – Tips & Best PracticesAllison S. Ricketts Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462391 462391 98 G3099 1:01:24 https://www.pli.edu/programs/advanced-trademark-law/462385?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark registration Trademark litigation Taken from the Web Program Recorded March 26, 2026 in New YorkNavigating Challenges in TTAB Cases [00:59:45]After completing this session, participants will be able to: Learn how to craft proper pleadings for submission to the TTABApply discovery tipsFile effective pre-trial motions and responses to motions with the TTABAssess strategies for presenting a trial case to the TTABAssess strategies for presenting an appeal to the TTABTimothy J. HadachekThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Trademark Trial and Appeal Board Manual of Procedure (TBMP) (June 2025)Kenneth D. MinUse in CommerceAllison S. RickettsPresentation MaterialPowerPoint: Navigating Challenges in TTAB CasesTimothy J. Hadachek Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462385 462385 98 G3099 0:59:45 https://www.pli.edu/programs/advanced-trademark-law/462394?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark litigation Taken from the Web Program Recorded March 26, 2026 in New YorkTrademark Year in Review [01:05:34]After completing this session, participants will be able to: Review recent U.S. Supreme Court trademark casesAssess major federal court decisions of trademark casesStudy TTAB precedential decisionsProf. Christine FarleyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The IP Year in Review: Trademark LawChristine FarleyTrademark Trial and Appeal Board Manual of Procedure (TBMP) (June 2025)Kenneth D. MinUse in CommerceAllison S. RickettsComplaint for Damages and Equitable Relief, Deckers Outdoor Corp. v. CVS Pharmacy, Inc., No. 2:25-cv-04145 (C.D. Cal. 2025)Thomas AdamsDefendant CVS Pharmacy Inc.’s Answer to Plaintiff’s Compliant, Demand for Jury Trial, Deckers Outdoor Corp. v. CVS Pharmacy, Inc., No. 2:25-cv-04145-RGK-AS (C.D. Cal. 2025)Thomas AdamsComplaint Jury Trial Demanded, Lululemon Athletica Canada Inc. v. Costco Wholesale Corp., No. 2:25-cv-05864 (C.D. Cal. 2025)Thomas AdamsDefendant-Intervenor Jacques Moret Inc.’s Second Amended Answer to Complaint, Affirmative Defenses, and Counterclaims with Jury Trial Demand, Lululemon Athletica Canada Inc. v. Costco Wholesale Corp., No. 2:25-cv-05864-FLA-AJR (C.D. Cal. 2026)Thomas AdamsFirst Amended Complaint, Jury Trial Demanded, McNeil Nutritionals, LLC v. Heartland Sweeteners LLC and Heartland Packaging Corp., No. 06-cv-5336 (E.D. Pa. 2008)Thomas AdamsComplaint, Jury Trial Demanded, Novartis AG & Novartis Pharmaceuticals Corp. v. Novadoz Pharmaceuticals LLC, MSN Pharmaceuticals Inc. and MSN Laboratories Private Ltd., No. 2:25-cv-00849 (D.N.J. 2025)Thomas AdamsCardinal Motors, Inc. v H&H Sport Protection USA Inc., No. 23-7586-cv (2d Cir. 2025)Thomas AdamsComplaint and Demand for Trial by Jury, The Wonderful Co. LLC & Cal Pure Produce Inc. v. Nut Cravings Inc., No. 1:21-cv-03960 (S.D.N.Y. 2021)Thomas AdamsDefendant Nut Cravings Inc.’s Answer to Second Amended Complaint, Affirmative Defenses, and Counterclaims, The Wonderful Co. LLC v. Nut Cravings Inc., No. 1:21-cv-03960-MKV (S.D.N.Y. 2025)Thomas AdamsComplaint for Damages and Injunctive Relief, Mondelez Int’l, Inc. and Intercontinental Great Brands LLC v. Aldi, Inc., No. 1:25-cv-05905 (N.D. Ill. 2025)Thomas AdamsAnswer to Complaint, Stateside Brands LLC v. Anheuser-Busch, LLC, Anheuser-Busch Inc. and Anheuser-Busch InBev Worldwide Inc., No. 2:25-cv-06017-MAK (E.D. Pa. 2025)Thomas AdamsComplaint, Mark Anthony Int’l SRL v. Prime Hydration, LLC, No. 1:24-cv-07620 (S.D.N.Y. 2024)Thomas AdamsPrime Hydration, LLC’s Counterclaims Against Mark Anthony International SRL, Mark Anthony Brands International Unlimited Company, and Mas+ Next Generation Beverage Co., and Crossclaim Against Lionel Andres Messi, Mark Anthony Int’l SRL v. Prime Hydration, LLC, No. 1:24-cv-07620-PAE (S.D.N.Y. 2024)Thomas AdamsAnswer to Compaint, Mark Anthony Int’l SRL v. Prime Hydration, LLC, No. 1:24-cv-07620-PAE (S.D.N.Y. 2024)Thomas AdamsCo-Branding Agreement ChecklistJoel Karni SchmidtCowan, Liebowitz & Latman, P.C., On My Mind Blog, Splitting the Baby in U.S. Trademark Law: The Second Circuit Affirms Trademark Co-Ownership Verdict in Zioness Movement v. The Lawfare Project (October 21, 2025)Joel Karni SchmidtReed v. Marshall, No. 24-20198 (5th Cir. 2025)Joel Karni SchmidtJudicial Council of California, Judicial Branch Administration: Rule and Standard for Use of Generative Artificial Intelligence in Court-Related Work, Item No. 25-109 (Report for Business Meeting on July 18, 2025) (June 16, 2025)Scott J. SholderNew York State Unified Court System, Interim Policy on the Use of Artificial Intelligence (October 2025)Scott J. SholderBenjamin v. Costco Wholesale Corp., 779 F.Supp.3d 341 (E.D.N.Y. 2025)Scott J. SholderSlip Copy, Cojom v. Roblen, LLC, No. 3:23-cv-1669 (JCH), 2025 WL 3205930 (D. Conn. Nov. 17, 2025)Scott J. SholderGrymes Dev. Co. v. Fodera, —N.Y.S.3d —, 2025 N.Y. Slip Op. 25245, 2025 WL 3222950 (Sup. Ct. Richmond Cnty. Nov. 10, 2025)Scott J. SholderN.Y. Rules of Professional Conduct (Issued as 22 N.Y.C.R.R. Part 1200) (2017)Scott J. SholderAder v. Ader, No. 653917/2024, 87 Misc. 3d 1213(A), 240 N.Y.S.3d 701 (Table), 2025 N.Y. Slip Op. 51563(U) (Sup. Ct. N.Y. Cnty. 2025)Scott J. SholderAugustin v. Formula 3 Brooklyn Inc., No. 522188/2024, 86 Misc. 3d 1236(A), 236 N.Y.S.3d 586 (Table), 2025 N.Y. Slip Op. 51113(U) (Sup. Ct. Kings Cnty. 2025)Scott J. SholderHon. Brad R. Hill, Presentation to the Judicial Council, Rule and Standard for Use of Generative Artificial Intelligence in Court-Related Work (July 18, 2025)Scott J. SholderPresentation MaterialPowerPoint: Trademark Year in ReviewProf. Christine Farley Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462394 462394 98 G3099 1:06:16 https://www.pli.edu/programs/advanced-trademark-law/462382?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark litigation Taken from the Web Program Recorded March 26, 2026 in New YorkTrademark Co-Branding & Joint Ownership [01:02:22]After completing this session, participants will be able to:Review benefits and pitfalls of trademark co-branding and joint ownershipAssess key contractual provisionsReview recent cases involving trademark co-branding and joint ownershipConsider practical tipsJoel Karni SchmidtThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Co-Branding Agreement ChecklistJoel Karni SchmidtCowan, Liebowitz & Latman, P.C., On My Mind Blog, Splitting the Baby in U.S. Trademark Law: The Second Circuit Affirms Trademark Co-Ownership Verdict in Zioness Movement v. The Lawfare Project (October 21, 2025)Joel Karni SchmidtReed v. Marshall, No. 24-20198 (5th Cir. 2025)Joel Karni SchmidtPresentation MaterialPowerPoint: Trademark Co-Branding & Joint OwnershipJoel Karni Schmidt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462382 462382 98 G3099 1:02:22 https://www.pli.edu/programs/advanced-trademark-law/462379?tCode=WTC5_RSS01 Ethics and professional responsibility Trademarks Artificial intelligence Taken from the Web Program Recorded March 26, 2026 in New YorkDoes AI Raise Ethics Issues? Of Course! [01:02:54]After completing this session, participants will be able to:Spot the risks and ethical pitfalls of using AI to generate work productRecall an attorney’s duties of candor to disclose the use of AI in your work product, including to courtsIdentify the risks of using client data to “train” or “fine-tune” AI platformsUnderstand the implications for the output of an AI model that has been trained on client materialsKnow whether attorneys can use AI on their websites or to generate marketing materials or advertisingIAPP Privacy credit for Privacy Professionals  Scott J. SholderThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Judicial Council of California, Judicial Branch Administration: Rule and Standard for Use of Generative Artificial Intelligence in Court-Related Work, Item No. 25-109 (Report for Business Meeting on July 18, 2025) (June 16, 2025)Scott J. SholderNew York State Unified Court System, Interim Policy on the Use of Artificial Intelligence (October 2025)Scott J. SholderBenjamin v. Costco Wholesale Corp., 779 F.Supp.3d 341 (E.D.N.Y. 2025)Scott J. SholderSlip Copy, Cojom v. Roblen, LLC, No. 3:23-cv-1669 (JCH), 2025 WL 3205930 (D. Conn. Nov. 17, 2025)Scott J. SholderGrymes Dev. Co. v. Fodera, —N.Y.S.3d —, 2025 N.Y. Slip Op. 25245, 2025 WL 3222950 (Sup. Ct. Richmond Cnty. Nov. 10, 2025)Scott J. SholderN.Y. Rules of Professional Conduct (Issued as 22 N.Y.C.R.R. Part 1200) (2017)Scott J. SholderAder v. Ader, No. 653917/2024, 87 Misc. 3d 1213(A), 240 N.Y.S.3d 701 (Table), 2025 N.Y. Slip Op. 51563(U) (Sup. Ct. N.Y. Cnty. 2025)Scott J. SholderAugustin v. Formula 3 Brooklyn Inc., No. 522188/2024, 86 Misc. 3d 1236(A), 236 N.Y.S.3d 586 (Table), 2025 N.Y. Slip Op. 51113(U) (Sup. Ct. Kings Cnty. 2025)Scott J. SholderHon. Brad R. Hill, Presentation to the Judicial Council, Rule and Standard for Use of Generative Artificial Intelligence in Court-Related Work (July 18, 2025)Scott J. SholderPresentation MaterialPowerPoint: Does AI Raise Ethics Issues? Of Course!Scott J. Sholder Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462379 462379 98 G3099 1:02:54 https://www.pli.edu/programs/advanced-trademark-law/462388?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark litigation Trade dress Taken from the Web Program Recorded March 26, 2026 in New YorkBuilding Enduring Trade Dress and Trademark Equity [01:05:38]After completing this session, participants will be able to:Summarize recent trends in product naming, trade dress design, private label branding, and "dupe culture"Evaluate the difficulties in selecting inherently distinctive branding elements or building requisite secondary meaning in a crowded, e-commerce enabled marketplaceDiscuss recent trademark lawsuits in which the scope of the trade dress or trademark monopoly is a central issueConsider the interplay of "compare to" statements, house marks, functional elements, and current shopper understandings when determining whether a branding device is likely to cause mistake as to affiliation, connection, or associationCounsel clients as to how legal and trademark resources can be focused upon the name and design elements most likely to create and support competitive advantagesThomas AdamsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Complaint for Damages and Equitable Relief, Deckers Outdoor Corp. v. CVS Pharmacy, Inc., No. 2:25-cv-04145 (C.D. Cal. 2025)Thomas AdamsDefendant CVS Pharmacy Inc.’s Answer to Plaintiff’s Compliant, Demand for Jury Trial, Deckers Outdoor Corp. v. CVS Pharmacy, Inc., No. 2:25-cv-04145-RGK-AS (C.D. Cal. 2025)Thomas AdamsComplaint Jury Trial Demanded, Lululemon Athletica Canada Inc. v. Costco Wholesale Corp., No. 2:25-cv-05864 (C.D. Cal. 2025)Thomas AdamsDefendant-Intervenor Jacques Moret Inc.’s Second Amended Answer to Complaint, Affirmative Defenses, and Counterclaims with Jury Trial Demand, Lululemon Athletica Canada Inc. v. Costco Wholesale Corp., No. 2:25-cv-05864-FLA-AJR (C.D. Cal. 2026)Thomas AdamsFirst Amended Complaint, Jury Trial Demanded, McNeil Nutritionals, LLC v. Heartland Sweeteners LLC and Heartland Packaging Corp., No. 06-cv-5336 (E.D. Pa. 2008)Thomas AdamsComplaint, Jury Trial Demanded, Novartis AG & Novartis Pharmaceuticals Corp. v. Novadoz Pharmaceuticals LLC, MSN Pharmaceuticals Inc. and MSN Laboratories Private Ltd., No. 2:25-cv-00849 (D.N.J. 2025)Thomas AdamsCardinal Motors, Inc. v H&H Sport Protection USA Inc., No. 23-7586-cv (2d Cir. 2025)Thomas AdamsComplaint and Demand for Trial by Jury, The Wonderful Co. LLC & Cal Pure Produce Inc. v. Nut Cravings Inc., No. 1:21-cv-03960 (S.D.N.Y. 2021)Thomas AdamsDefendant Nut Cravings Inc.’s Answer to Second Amended Complaint, Affirmative Defenses, and Counterclaims, The Wonderful Co. LLC v. Nut Cravings Inc., No. 1:21-cv-03960-MKV (S.D.N.Y. 2025)Thomas AdamsComplaint for Damages and Injunctive Relief, Mondelez Int’l, Inc. and Intercontinental Great Brands LLC v. Aldi, Inc., No. 1:25-cv-05905 (N.D. Ill. 2025)Thomas AdamsAnswer to Complaint, Stateside Brands LLC v. Anheuser-Busch, LLC, Anheuser-Busch Inc. and Anheuser-Busch InBev Worldwide Inc., No. 2:25-cv-06017-MAK (E.D. Pa. 2025)Thomas AdamsComplaint, Mark Anthony Int’l SRL v. Prime Hydration, LLC, No. 1:24-cv-07620 (S.D.N.Y. 2024)Thomas AdamsPrime Hydration, LLC’s Counterclaims Against Mark Anthony International SRL, Mark Anthony Brands International Unlimited Company, and Mas+ Next Generation Beverage Co., and Crossclaim Against Lionel Andres Messi, Mark Anthony Int’l SRL v. Prime Hydration, LLC, No. 1:24-cv-07620-PAE (S.D.N.Y. 2024)Thomas AdamsAnswer to Compaint, Mark Anthony Int’l SRL v. Prime Hydration, LLC, No. 1:24-cv-07620-PAE (S.D.N.Y. 2024)Thomas AdamsPresentation MaterialPowerPoint: Building Enduring Trade Dress and Trademark EquityThomas Adams Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462388 462388 98 G3099 1:05:38 https://www.pli.edu/programs/venture-capital-nuts-and-bolts/462428?tCode=WTC5_RSS01 Financial capital Venture capital Taken from the Web Program Recorded March 26, 2026 in New YorkVenture-Backed Company Exit Strategies [01:00:48]Panelists will discuss best practices, methods, and opportunities VC exit strategies. After completing this session, participants will be able to:Prepare the venture-backed company for exitUnderstand key issues in IPOs and sales of venture-backed companiesAnalyze secondary salesRecognize the impact of staying private longerAlexander D. Lazar, Jay S. RandThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:National Venture Capital Association Model Legal DocumentsDror FutterPresentation MaterialKEY ISSUES IN FOLLOW-ON FINANCING ROUNDSAlexander D. Lazar, Jay S. Rand Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462428 462428 98 G3137 1:00:48 https://www.pli.edu/programs/venture-capital-nuts-and-bolts/462434?tCode=WTC5_RSS01 Banking and finance Financial capital Venture capital Financing Contract drafting and negotiation Taken from the Web Program Recorded March 26, 2026 in New YorkVenture Capital Term Sheet Negotiations [01:16:00]Panelists will simulate a negotiation of select terms of a seed financing round. After completing this session, participants will be able to:Understand how practice varies by regionShare insights into current market terms and rangesDror Futter, Heather Miles, Curtis L. Mo, Kelly WarrickThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Materials from DLA Piper LLP (US)Curtis L. MoNational Venture Capital Association Model Legal DocumentsDror FutterThe Exempt Offering Ecosystem: What the SEC Changed, Crowdfund Insider (November 9, 2020)Dror FutterSAFEs 2.0: YCombinator Updates the Form, Crowdfund Insider (December 2, 2018)Dror FutterSAFE—Simple Agreement for Future Equity (Updated February 2023)Dror FutterChanges to Section 5 of the NVCA IRA (December 23, 2024)Dror FutterPresentation MaterialA HYPOTHETICAL VENTURE CAPITAL INVESTMENTDror Futter, Heather Miles, Curtis L. Mo, Kelly WarrickGenerative AI, Inc. A Hypothetical Venture Capital InvestmentCurtis L. Mo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462434 462434 98 G3137 1:16:42 https://www.pli.edu/programs/venture-capital-nuts-and-bolts/462425?tCode=WTC5_RSS01 Venture capital Practice skills (Banking and finance) Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Practice skills (Securities and other financial products) Taken from the Web Program Recorded March 26, 2026 in New YorkCrisis Management, Tough Judgment Calls and Legal Ethics Considerations in Representing Emerging Growth Companies [01:00:25]Panelists will discuss crisis management and legal ethics issues arising from representation of emerging growth companies. After completing this session, participants will be able to:Navigate inevitable conflicts of interest: representing both the company and an investorUnderstand crisis management: advising the board and investorsFollow best practices for navigating potential legal ethics pitfallsDoug Bernstein, Jeffrey R. WoltersThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Materials from DLA Piper LLP (US)Curtis L. MoNational Venture Capital Association Model Legal DocumentsDror FutterCrisis Management, Tough Judgment Calls and Legal Ethics Considerations in Representing Emerging Growth Companies (Outline) (May 11, 2025)Matthew Quilter,Daniel Matthews,Jeffrey R. WoltersPresentation MaterialCrisis Management, Tough Judgment Calls and Legal Ethics Considerations in Representing Emerging Growth CompaniesDoug Bernstein, Jeffrey Wolters Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462425 462425 98 G3137 1:01:07 https://www.pli.edu/programs/venture-capital-nuts-and-bolts/462437?tCode=WTC5_RSS01 Venture capital Financing Practice skills (Securities and other financial products) Taken from the Web Program Recorded March 26, 2026 in New YorkVenture Capital Deals – Positioning Your Startup Company for VC Financing and the Anatomy of a VC Deal [01:57:02]Positioning Your Startup Company for Venture Capital FinancingPanelists will discuss best practices, methods, and opportunities in preparing a startup company for VC investment. After completing this session, participants will be able to:Spot key issues in company formationDiscuss founders’ stock arrangementsUnderstand employee equityDistinguish angel and seed financingDraft Convertible Notes/SAFEs/Series SeedAnatomy of a Startup Venture Capital DealPanelists will discuss the structure of a startup venture capital deal. After completing this session, participants will be able to:Recognize equity structures – understanding the cap tableDraft financing documentationSpot securities law issues and private placement exemptionsDoug Bernstein, Curtis L. Mo, Jeffrey LarettoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Materials from DLA Piper LLP (US)Curtis L. MoNational Venture Capital Association Model Legal DocumentsDror FutterThe Exempt Offering Ecosystem: What the SEC Changed, Crowdfund Insider (November 9, 2020)Dror FutterSAFEs 2.0: YCombinator Updates the Form, Crowdfund Insider (December 2, 2018)Dror FutterSAFE—Simple Agreement for Future Equity (Updated February 2023)Dror FutterChanges to Section 5 of the NVCA IRA (December 23, 2024)Dror FutterPresentation MaterialPositioning Your Company and Anatomy of a VC DealDoug Bernstein, Jeffrey A. Laretto, Curtis L. Mo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462437 462437 98 G3137 1:57:02 https://www.pli.edu/programs/venture-capital-nuts-and-bolts/462431?tCode=WTC5_RSS01 Venture capital Financing Taken from the Web Program Recorded March 26, 2026 in New YorkKey Issues in Venture Capital Follow-On Financing Rounds [01:16:19]Panelists will discuss best practices, methods, and opportunities in follow-on VC financing rounds. After completing this session, participants will be able to:Explain follow-on financings -- generalAnalyze new v. existing termsObtain board and stockholder approvalsUnderstand key issues in follow-on roundsDifferentiate down rounds and recapitalizationsDiscuss recent Delaware casesEric Cheung, Leia K. GalassoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:National Venture Capital Association Model Legal DocumentsDror FutterDerek Colla, Cooley Go, What You Need to Know About Down Round Financings (January 24, 2022)Jeffrey LarettoPresentation MaterialExit Strategies in Venture Capital FinancingsEric Cheung, Leia K. Galasso Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462431 462431 98 G3137 1:16:19 https://www.pli.edu/programs/understanding-tax-controversy/462227?tCode=WTC5_RSS01 Appeals Tax litigation Tax Taken from the Web Program Recorded March 23, 2026 in New YorkHandling an IRS Examination in a Resource Constrained Environment [02:05:02]At its core, an IRS examination is an exercise in exchanging information. From the initial notice of audit, through the examination to the proposed adjustments, the practitioner’s role is to act as the taxpayer’s representative for purposes of exchanging information and communicating with the IRS. Against the backdrop of significant resource and staffing cuts, this panel will explore processes such as the initial audit plan, information document requests, summonses, foreign information requests, third-party contacts, privileges, extensions of the statute of limitations and closing conferences. After completing this session, participants will be able to:Understand how the IRS gathers information and proposes adjustmentsDevelop strategies to enhance communication with the IRS while advocating for your client’s positionsProtect privileges when appropriateDevise strategies for effectively resolving an auditPosture unagreed audit adjustments for resolution in administrative appeals or litigationSharon Katz-Pearlman, Lawrence A. SannicandroThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Nuts and Bolts of Civil Tax Controversies (2026)Lawrence A. SannicandroYou Say You Want a Resolution? A Path to Certainty in an Uncertain Time (September 29, 2025)Sharon Katz-PearlmanPresentation MaterialHandling an IRS Examination in a Resource-Constrained EnvironmentSharon Katz-Pearlman, Lawrence A. Sannicandro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462227 462227 98 G4802 2:05:02 https://www.pli.edu/programs/understanding-tax-controversy/462224?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded March 23, 2026 in New YorkUnique Tax Controversy Issues Relating to Partnerships [01:01:56]Less than two years ago, the IRS announced the launch of a pass-through compliance unit within the Large Business & International Division, with the goal of bringing together teams of specialists from across the agency to more efficiently conduct audits of pass-through entities, mainly under the Bipartisan Budget Act (BBA) procedures in effect for tax years beginning in 2018. With the recent resource and staffing cuts the future of the partnership unit is uncertain but BBA audits continue apace, with a growing number reaching conclusion with unagreed adjustments. Building on sessions in prior years that provided an overview of the BBA, this panel will focus on two of the most important aspects of the BBA rules that come into play once an audit is concluded: modification of imputed underpayments and making “push-out” elections. After completing this session, participants will be able to:Assist taxpayers in understanding the unique procedures applicable to partnerships under the BBA, including navigating the modification and push out proceduresAnticipate the types of issues the IRS is likely to focus on in auditing partnershipsDevelop approaches to timely and effectively resolve audits of partnershipsJennifer M. Black, Rochelle Hodes, Kate KrausThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Partnership Terminations and the Bipartisan Budget Act (Updated November 2024)Kate KrausThe Push-Out Election and AARs Might Not Get You Back to Kansas (Updated January 2024)Kate KrausPartnership Administrative Adjustment Requests (AARs) Are Dangerous (April 2020; Updated November 2022)Kate KrausBBA Indemnities May Result in Double TaxationKate KrausPresentation MaterialUnique Tax Controversy Issues Relating to PartnershipsJennifer M. Black, Rochelle L. Hodes, Kate Kraus Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462224 462224 98 G4802 1:01:56 https://www.pli.edu/programs/understanding-tax-controversy/462215?tCode=WTC5_RSS01 Tax Regulation, compliance, and enforcement (Tax) Technology Artificial intelligence Taken from the Web Program Recorded March 23, 2026 in New YorkDeploying Technology and AI in Tax Cases [01:02:33]For years, the IRS has faced challenges in updating and deploying technology in its administration and enforcement of the tax law. Driving the current focus on funding cuts at the IRS is a belief that technology can be better harnessed to focus enforcement at a reduced cost to both the government and taxpayers. With the explosion of AI, reliance on technology will accelerate. Understanding how the IRS is using technology, and how technology can be leveraged by taxpayers in response, has become a critical skillset for practitioners. After completing this session, participants will be able to:Understand how technology is being used to streamline tax compliance and enforcementIdentify best practices in using AI in handling and resolving tax disputesIdentify strategies to use when working with clients to deploy AI and other tools in connection with IRS audits and enforcementIAPP Privacy credit for Privacy ProfessionalsJennifer E. Breen, Caitlin Tharp The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Deploying Technology and AI in Tax CasesCaitlin R. Tharp,Jennifer E. BreenPresentation MaterialDeploying Technology and AI in Tax CasesJennifer E. Breen, Caitlin Tharp Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462215 462215 98 G4802 1:02:33 https://www.pli.edu/programs/understanding-tax-controversy/462221?tCode=WTC5_RSS01 Tax litigation Tax Tax returns Taken from the Web Program Recorded March 23, 2026 in New YorkTax Refund Claims and Litigation [01:01:41]Claims for refund of federal taxes arise in a variety of contexts, ranging from errors on a return that are identified later and need to be corrected to choice of forum considerations where a taxpayer seeks a refund forum for resolution of an unsettled tax position. In certain cases, the Tax Court can also have jurisdiction over refund claims, which can be included in a petition challenging an IRS deficiency jurisdiction. The jurisdictional and procedural rules and strategic considerations for bringing and litigating refund claims can be complex and create traps for even the most sophisticated taxpayers. After completing this session, participants will be able to:Understand the procedural and jurisdictional rules governing refund claimsAnalyze strategic considerations surrounding when to pursue refund claimsAssist taxpayers in filing and securing refund claimsLauren Darwit, Stephen JoseyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:When Variance Becomes a “Gotcha”: Shleifer, Trail King, and the Case for a Non-Formalistic Substantial Variance DoctrineStephen Josey,Lauren DarwitPresentation MaterialTax Refund Claims and LitigationLauren Darwit, Stephen Josey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462221 462221 98 G4802 1:01:41 https://www.pli.edu/programs/understanding-tax-controversy/462218?tCode=WTC5_RSS01 Appeals Tax litigation Tax Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded March 23, 2026 in New YorkRecent Tax Cases and Pending Litigation [01:00:27]Recently decided and pending tax cases provide a window into the IRS’s enforcement priorities and the types of issues giving rise to disputes with taxpayers that may be difficult to resolve on audit, in appeals or through other means. This panel will review a number of pending and recently decided cases, including Moore, Loper Bright, Corner Post, Varian, 3M, Patel, Liberty Global and Otay. After completing this session, participants will be able to:Analyze developing tax issues that may affect clientsAnticipate which IRS rules and regulations may be subject to judicial challengeIdentify arguments and strategies to use when representing clients before the IRSJustin L. Campolieta, James B. KellyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Recent Tax Cases and Pending Litigation (January 2026)Tyler Jackson,Michael J. Desmond,Justin L. CampolietaPresentation MaterialRecent Tax Cases and Pending LitigationJustin L. Campolieta, James B. Kelly Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462218 462218 98 G4802 1:00:27 https://www.pli.edu/programs/building-thriving-practices-what-makes-women-succeed-in-rainmaking-and-the-role-of-grit/458604?tCode=WTC5_RSS01 Professional development Career development Attorney wellness CLE credit is not available for this program.Women lawyers across the globe are building powerful, enduring practices—yet the path to becoming a successful rainmaker is rarely straightforward. New research and real-world stories from leading women lawyers reveal how they develop business authentically, build strong networks, navigate obstacles, and create practices that thrive over time.At the same time, groundbreaking insights into grit, resilience, and mindset provide a deeper understanding of the personal qualities that support long-term success in the profession.In this One-Hour Briefing, two leaders in the field examine the intersection of business development and talent development, sharing practical guidance for women at every stage of their careers. Deborah Brightman Farone, author of Breaking Ground: How Successful Women Lawyers Build Thriving Practices (PLI, 2025), will discuss lessons drawn from more than 60 interviews with women rainmakers, including how they generate business, overcome professional challenges, and build networks that support their work. Dr. Milana L. Hogan, Chief Talent Officer at Sullivan & Cromwell LLP, will share her influential research on grit, performance, and advancement among women lawyers. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458604 458604 98 G5621 1:02:18 https://www.pli.edu/programs/ethical-issues-to-consider-when-working-with-clients-with-diminished-capacity/461888?tCode=WTC5_RSS01 Ethics and professional responsibility Diminished capacity Health care Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded March 19, 2026 in San FranciscoServing Clients With Diminished Capacity: Ethics Issues in Legal Services and Pro Bono Practice – Application of the Rules and Hypotheticals [02:12:32]The program will cover ethical issues related to the representation of clients with diminished capacity due to physical or mental disabilities, including effective communication, conflicts of interest, confidentiality, loyalty, lawyer competence, duties to third parties, and candor to the court. The faculty will address issues that arise in pro bono representation and a legal services context, but these questions and strategies are translatable to many practice areas. The discussion will emphasize strategies to address a client’s diminished capacity and best meet the lawyer’s ethical obligations. After completing this session, participants will be able to:Analyze and implement ethical rules related to the duty of loyalty, including con?icts of interest and disclosures (Rule 1.7, 1.9)Thoughtfully communicate with and represent clients with limited competence and capacity, as well as vulnerable clients (Rule 1.1, 1.2, 1.4; Model Rule of Professional Conduct 1.14 & comments)Interpret the complex ethical rules regarding client con?dentiality, including with third parties, threats against others (Rule 1.6)Manage relationships and representation of uncooperative clients, including best practices for communicating as well as consideration of when withdrawal might be necessary (Rule 1.16)Interpret and implement ethical rules to hypothetical questions based on real-world scenariosMerri A. Baldwin, Claudia Center, Bao-Tran Dang, Toby J. RothschildThe 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 No. 2021-207Merri A. Baldwin,Claudia Center,Toby J. Rothschild,Richard ZitrinViewpoint: Don’t Just Talk About Trust—Earn It, The Recorder (March 9, 2012)Richard ZitrinState of California, Evidence Code with Official Comments, California Law Revision Commission, School of Law—Stanford University (August 1965)Merri A. Baldwin,Claudia Center,Toby J. Rothschild,Richard ZitrinCalifornia Department of Developmental Services, FAQs About Supported Decision-Making for Individuals with Intellectual and Developmental Disabilities (I/DD) (June 19, 2024)Merri A. Baldwin,Claudia Center,Toby J. Rothschild,Richard ZitrinAdditional ResourcesMerri A. Baldwin,Claudia Center,Toby J. Rothschild,Richard ZitrinPamela Marx, Jo Bloomfield and Naomi Sultan, Working Effectively with Clients Who Have Mental Disabilities and Challenging Behaviors, Mental Health Advocacy Services, Inc.Toby J. RothschildPresentation MaterialServing Clients With Diminished Capacity: Ethics Issues in Legal Services and Pro Bono Practice 2026 (PowerPoint Slides)Merri A. Baldwin, Claudia Center, Bao-Tran Dang, Toby J. Rothschild Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461888 461888 98 G4257 2:12:32 https://www.pli.edu/programs/the-sec-speaks/462200?tCode=WTC5_RSS01 Financial markets Public companies Securities and other financial products Broker-dealers Investment fund management Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonDivision of Trading and Markets [01:14:16]Senior staff will share insights on, and participants will leave with a greater understanding of:CFTC-SEC harmonizationCrypto/tokenizationProgress towards overnight tradingRule-making initiativesRecent SRO rule filingsRecent exemptive, interpretive or no action reliefOther Division initiativesSpeakers: Division of Trading and MarketsJamie Selway, DirectorJon Kroeper, Deputy DirectorAndrea Orr, Associate DirectorEric Juzenas, Associate DirectorJeffrey S. Mooney, Associate DirectorCarol McGee, Associate DirectorMichael A. Macchiaroli, Associate DirectorEmily Westerberg Russell, Chief CounselAlex Jadin, Acting Associate DirectorCommentators:Hon. Daniel M. GallagherHon. Elad L. Roisman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462200 462200 98 G3130 1:14:16 https://www.pli.edu/programs/the-sec-speaks/462191?tCode=WTC5_RSS01 Public companies Securities and other financial products Broker-dealers Investment fund management Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonWorkshop B: Division of Investment Management [00:57:19]Discussions on:Current InitiativesFund disclosure and processing developmentsGuidance and exemptive relief updatesData analytics developmentsSpeakers: Division of Investment ManagementAnna Sandor, Senior Counsel, Chief Counsel Office Hae-Sung Lee, Branch Chief, Analytics OfficeMeg Ryan, Assistant Chief Accountant, Disclosure Review and Accounting OfficeJay Williamson, Branch Chief, Disclosure Review and Accounting Office Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462191 462191 98 G3130 0:57:19 https://www.pli.edu/programs/the-sec-speaks/462165?tCode=WTC5_RSS01 Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonWorkshop E: Division of Examinations [01:01:36]Attendees will:Gain a clear understanding of the new Regulation S-P compliance obligationsLearn what to expect when engaging with an SEC exam team during a regulatory examinationReceive answers to your remaining Regulation S-P compliance questions from SEC staffParticipate in an Incident Response tabletop discussionReview a sample document request list to better prepare for examinationsObserve a mock examination session to see regulatory expectations in actionSpeakers: Division of ExaminationsJoe Murphy, Senior Regulatory Counsel, Technology Controls ProgramMatthew Guthier, Acting Assistant Director, Technology Controls ProgramSteve Hagenbuch, Attorney-Adviser, Technology Controls ProgramSalvatore Montemarano, Senior Specialized Examiner, Technology Controls ProgramMichael Goode, Senior IT Security Specialist, Technology Controls ProgramPresentation MaterialPowerPoint - Workshop E - Division of ExaminationsMichael Goode, Matthew Guthier, Stephen Hagenbuch, Salvatore Montemarano, Joe Murphy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462165 462165 98 G3130 1:02:18 https://www.pli.edu/programs/the-sec-speaks/462171?tCode=WTC5_RSS01 Public companies Securities and other financial products Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonWorkshop D: Division of Enforcement [00:59:40]Discussions on:Enforcement PrioritiesProcess ChangesRemediesSpeakers: Division of Enforcement Kate Zoladz, Deputy Director, West (moderator)David Morrell, Deputy Director, NortheastPaul Tzur, Deputy Director, Central/SouthMichael Brennan, Associate Director (Home Office)Laura D’Allaird, Chief, Cyber and Emerging Technologies UnitJustin Jeffries, Associate Director (Atlanta Regional Office)?Nicholas Heinke, Associate Director (Denver Regional Office) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462171 462171 98 G3130 1:00:22 https://www.pli.edu/programs/the-sec-speaks/462206?tCode=WTC5_RSS01 Public companies Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonDivision of Economic and Risk Analysis [01:06:34]Senior staff will share insights on, and participants will leave with a greater understanding of:Overview of U.S. Capital MarketsStatistics and Data VisualizationsIPO and Exempt Offering TrendsAI and Structured DisclosureEconomics of Insider TradingSpeakers: Division of Economic and Risk Analysis Dr. Joshua T. White, Chief Economist and DirectorB. Enrique Lopez, Economist, Office of Risk AssessmentWei Liu, Assistant Director, Office of Economic StatisticsVladimir Ivanov, Senior Economist, Office of Corporate FinanceJulie Marlowe, Assistant Director, Office of Structured DisclosureBill Young, Assistant Director, Office of Litigation EconomicsCommentator: Hon. Cynthia A. Glassman Presentation MaterialPowerPoint - Division of Economic and Risk AnalysisVladimir I. Ivanov, Wei Liu, B. Enrique Lopez, Julie Marlowe, Dr. Joshua T. White, Bill Young Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462206 462206 98 G3130 1:07:16 https://www.pli.edu/programs/the-sec-speaks/462177?tCode=WTC5_RSS01 Public companies Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonJudicial and Legislative Developments [00:59:47]Senior staff will share insights on, and participants will leave with a greater understanding of:Current legislative changesRecent court rulingsSpeakers: Office of the General Counsel J. Russell McGranahan, General CounselJeffrey Finnell, Deputy General CounselDaniel Staroselsky, Assistant General CounselEmily Parise, Assistant General CounselRachel McKenzie, Senior Appellate CounselDaniel Matro, Senior Appellate CounselEzekiel Hill, Appellate CounselStephen Silverman, Appellate CounselDavid Lisitza, Senior Litigation Counsel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462177 462177 98 G3130 1:00:29 https://www.pli.edu/programs/the-sec-speaks/462268?tCode=WTC5_RSS01 Public companies Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Cryptocurrencies Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonCommissioner’s Remarks [00:23:24]Hon. Mark T. Uyeda(Please note, credit is not offered for this segment)? Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462268 462268 98 G3130 0:23:24 https://www.pli.edu/programs/the-sec-speaks/462197?tCode=WTC5_RSS01 Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonWorkshop C: Office of International Affairs [00:42:11]Discussions on:Cross-Border Enforcement CooperationCross-Border Supervisory CooperationInternational Regulatory PolicySpeakers: Office of International AffairsOwen Granke, Branch Chief, Enforcement Policy and CooperationJeremiah Roberts, Branch Chief, Supervisory CooperationSamuel Litz, Branch Chief, Regulatory Policy(Please note that credit is not available in all jurisdictions; Please check your jurisdiction for credit offered before viewing) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462197 462197 98 G3130 0:42:11 https://www.pli.edu/programs/the-sec-speaks/462188?tCode=WTC5_RSS01 Corporate governance Public companies Securities and other financial products Disclosures (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonDivision of Enforcement [01:09:03]Division of EnforcementSenior staff will share insights on, and participants will leave with a greater understanding of:Enforcement PrioritiesDivision ReorganizationLegal and Policy DevelopmentsLitigation UpdateSpeakers: Division of EnforcementSam Waldon, Acting Director (moderator)Mark Cave, Chief CounselNicholas Grippo, Chief Litigation CounselRyan Wolfe, Chief AccountantCommentator:Hon. Daniel M. Gallagher Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462188 462188 98 G3130 1:09:45 https://www.pli.edu/programs/the-sec-speaks/462270?tCode=WTC5_RSS01 Public companies Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Cryptocurrencies Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonCommissioner’s Remarks [00:20:03]Hon. Hester M. Peirce(Please note, credit is not offered for this segment) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462270 462270 98 G3130 0:20:03 https://www.pli.edu/programs/the-sec-speaks/462272?tCode=WTC5_RSS01 Public companies Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Cryptocurrencies Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonChairman’s Remarks [00:19:25]Hon. Paul S. Atkins(Please note, credit is not offered for this segment) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462272 462272 98 G3130 0:19:25 https://www.pli.edu/programs/the-sec-speaks/462168?tCode=WTC5_RSS01 Accounting and financial reporting Public companies Securities and other financial products Disclosures (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonWorkshop F: Accounting [01:01:05]Discussions on:Accounting and auditing issuesEmerging practice issuesSpeakers: Office of the Chief AccountantTaylor Pross, Associate Chief AccountantDanielle Matthews, Professional Accounting FellowSarah Cook, Associate Chief AccountantMark Jacoby, Senior Special Counsel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462168 462168 98 G3130 1:01:05 https://www.pli.edu/programs/the-sec-speaks/462264?tCode=WTC5_RSS01 Corporate finance Financial capital Public companies Securities and other financial products Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonRemarks by Office of the Advocate for Small Business Capital Formation [00:12:26]Amy Reischauer, Deputy Director, Outreach and EducationJenny Riegel, Deputy Director, Policy(Please note, credit is not offered for this segment) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462264 462264 98 G3130 0:12:26 https://www.pli.edu/programs/the-sec-speaks/462194?tCode=WTC5_RSS01 Public companies Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonWorkshop A: Division of Corporation Finance [00:59:50]Discussions on:Disclosure and processing developmentsAccounting and financial reporting issuesSpeakers: Division of Corporation Finance Gabriel Eckstein, Associate Director, Disclosure Review ProgramBrad Skinner, Associate Director, Disclosure Review ProgramJim Lopez, Chief, Office of Finance, Disclosure Review ProgramJeb Byrne, Chief, Office of Small Business PolicyMichael Coco, Chief, Office of International Corporate FinancePerry Hindin, Special Counsel, Office of Mergers and AcquisitionsKayla Roberts, Chief, Office of Structured FinanceJonathan Ingram, Deputy Chief CounselMichael Arnold, Senior Advisor Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462194 462194 98 G3130 1:00:32 https://www.pli.edu/programs/the-sec-speaks/462266?tCode=WTC5_RSS01 Financial markets Public companies Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonRemarks by the Office of the Investor Advocate [00:16:58]Senior staff will share insights on, and participants will leave with a greater understanding of:The Office of the Investor Advocate;Complex Fraud and the Interagency Securities Council; andThe Impact of Investor ResearchAdam Anicich, Senior Advisor and Investor Engagement ManagerDr. Alycia Chin, Senior Financial Economist(Please note, credit is not offered for this segment) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462266 462266 98 G3130 0:16:58 https://www.pli.edu/programs/the-sec-speaks/462203?tCode=WTC5_RSS01 Public companies Securities and other financial products Broker-dealers Investment fund management Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonDivision of Investment Management [00:58:57]Senior staff will share insights on, and participants will leave with a greater understanding of:Division Rulemakings and GuidanceDisclosure DevelopmentsOther Division InitiativesSpeakers: Division of Investment ManagementBrian Daly, DirectorChristian Sandoe, Assistant Director, Disclosure Review and Accounting OfficeRobert Holowka, Acting Assistant Director, Rulemaking OfficeRachel Loko, Senior Special Counsel Commentator: Hon. Daniel M. Gallagher Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462203 462203 98 G3130 0:59:39 https://www.pli.edu/programs/the-sec-speaks/462211?tCode=WTC5_RSS01 Public companies Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonDivision of Corporation Finance [01:07:17]Senior staff will share insights on, and participants will leave with a greater understanding of:Feedback Received from Ongoing EngagementDivision GuidanceDisclosure DevelopmentsOther Division Initiatives   Speakers: Division of Corporation Finance Jim Moloney, DirectorChristina Thomas, Deputy Director, Chief Advisor on Disclosure, Policy and RulemakingDuc Dang, Deputy Director, Disclosure OperationsSebastian Gomez Abero, Deputy Director, Legal and Regulatory PolicyLuna Bloom, Associate Director, Legal and Regulatory PolicyTed Yu, Associate Director, Specialized Policy and Disclosure Commentators:Hon. Kathleen L. CaseyHon. Elad L. Roisman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462211 462211 98 G3130 1:07:17 https://www.pli.edu/programs/the-sec-speaks/462174?tCode=WTC5_RSS01 Public companies Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonEthical Issues for Securities Attorneys [01:03:25]Senior staff will share insights on, and participants will leave with a greater understanding of:Overview of Commission’s Rule 102(e) program for attorneysRecent case developments in discipline of attorneys appearing and practicing before the SECOther ethical issues for practitioners before the CommissionSpeakers: Office of the General Counsel Thomas Karr, Assistant General Counsel Rob Berger, Senior CounselEric Reicher, Special Trial CounselKaren Shimp, Special Trial Counsel Presentation MaterialPowerPoint - Ethical Issues for Securities AttorneysRobert Berger, Thomas Karr, Eric Reicher, Karen Shimp Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462174 462174 98 G3130 1:04:07 https://www.pli.edu/programs/the-sec-speaks/462180?tCode=WTC5_RSS01 Accounting and financial reporting Public companies Securities and other financial products Disclosures (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonAccounting [01:04:34]Senior staff will share insights on, and participants will leave with a greater understanding of:Current financial disclosure issuesAccounting and auditing issuesEmerging practice issuesKurt Hohl, Chief Accountant, Office of the Chief Accountant Heather Rosenberger, Chief Accountant, Division of Corporation Finance Ryan Wolfe, Chief Accountant, Division of Enforcement Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462180 462180 98 G3130 1:04:34 https://www.pli.edu/programs/the-sec-speaks/462184?tCode=WTC5_RSS01 Public companies Securities and other financial products Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Taken from the Web Program Recorded March 19 - 20, 2026 in WashingtonDivision of Examinations [01:03:10]Senior staff will share insights on, and participants will leave with a greater understanding of:National Examination PrioritiesKeith Cassidy, Director (moderator)Alexis Hall, National Associate Director, Technology Controls Program, Division of ExaminationsVanessa Horton, National Associate Director, Investment Adviser/Investment Company Examination Program, Division of ExaminationsHane Kim, Chief Risk and Strategy Officer, Division of ExaminationsMichael Rufino, National Associate Director, Broker Dealer and Exchange Examination Program, Division of ExaminationsK. Scott Davey, Acting Director, Office of Credit RatingsAdam Wendell, Deputy Director, Office of Municipal SecuritiesCommentator:Hon. Daniel M. Gallagher Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462184 462184 98 G3130 1:03:10 https://www.pli.edu/programs/techlaw-institute/462055?tCode=WTC5_RSS01 Cyber threats Data breach Information privacy (Cybersecurity and data protection) Intellectual property Technology Taken from the Web Program Recorded March 19 - 20, 2026 in New YorkIdentifying and Mitigating Current Cyber Threats, Risks, and Vulnerabilities [01:02:05]Understanding and protecting against cyber threats is crucial for organizations to protect their systems and data. This session will explore the latest cyber threats, risks and vulnerabilities as well as effective how to prepare for and protect against these attacks. After completing this session, participants will have a greater understanding of:               The current cyber threat landscapeThe common risks and vulnerabilities organizations faceBest practices for protecting data and safeguarding systemsEffective preparation strategies to mitigate the consequences of an attackJoseph V. DeMarco (Panel Leader), Mark E. Cluse, Alina Marquez ReynoldsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Joshua Gold and Daniel J. Healy, Ch. 1: Cyber Exposure and Risk Management, Practising Law Institute, Cyber Insurance Claims, Case Law, and Risk Management (April 2025)Marc S Roth,James Snell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462055 462055 98 G3053 1:02:06 https://www.pli.edu/programs/techlaw-institute/462051?tCode=WTC5_RSS01 Ethics and professional responsibility Legal technology Technology Taken from the Web Program Recorded March 19 - 20, 2026 in New YorkThe 2025 Legal Ethics Year in Review [01:00:26]This session will explore the most important developments in ethics and lawyering in the last year. Participants will leave this session with a greater understanding of:Conflicts of interest in joint representation and arising from prospective clientsAttorney-client privilege in internal investigations, employee-employee communications, and hot documentsJudicial speech by AI avatars and YouTube dissentsNew law firm and legal-service delivery business models from ABSs to MSOsThe real-world risks of lawyer bloggingAll of the ABA’s 2025 ethics opinions, ranging from lawyer due diligence on clients to discriminatory juror strikes to withdrawal The continuing crisis in AI lawyer misconductLucian T. Pera, Trisha M. Rich The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Current AI Ethics Opinions and Other Authorities (January 26, 2026)Trisha M. Rich,Lucian T. PeraNoland v. Land of the Free, L.P., et al., B331918 (Cal. Ct. App. 2025)Trisha M. Rich,Lucian T. PeraShahid v. Essam, A25A0196 (Ga. Ct. App. 2025)Trisha M. Rich,Lucian T. PeraOrder Granting in Part and Denying in Part Plaintiffs’ Motion to Exclude Expert Testimony and Denying Defendant’s Motion for Leave to File an Amended Expert Declaration, Kohls and Franson v. Ellison and Larson, No. 24-cv-3754 (LMP/DLM) (D. Minn. 2025)Trisha M. Rich,Lucian T. PeraDamien Charlotin, AI Hallucination Cases DatabasTrisha M. Rich,Lucian T. PeraPresentation MaterialSegment PPT:The 2025 Legal Ethics Year in ReviewLucian T. Pera, Trisha M. RichSegment Handout:The 2025 Legal Ethics Year in Review - 2 Nonlawyer OwnershipLucian T. Pera, Trisha M. RichSegment Handout:The 2025 Legal Ethics Year in Review -3 PrivilegeLucian T. Pera, Trisha M. RichSegment Handout:The 2025 Legal Ethics Year in Review -4 ABA OpinionsLucian T. Pera, Trisha M. RichSegment Handout:The 2025 Legal Ethics Year in Review - 5 ConflictsLucian T. Pera, Trisha M. RichSegment Handout:The 2025 Legal Ethics Year in Review - 6 Judicial SpeechLucian T. Pera, Trisha M. RichSegment Handout:The 2025 Legal Ethics Year in Review -7 Blogging During TrialLucian T. Pera, Trisha M. RichSegment Handout:The 2025 Legal Ethics Year in Review - 8 Org Authority to Hire LawyerLucian T. Pera, Trisha M. RichSegment Handout:The 2025 Legal Ethics Year in Review -9 FeesLucian T. Pera, Trisha M. RichSegment Handout:The 2025 Legal Ethics Year in Review -10 Nondisparagement ProvisionsLucian T. Pera, Trisha M. Rich Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462051 462051 98 G3053 1:01:08 https://www.pli.edu/programs/techlaw-institute/462049?tCode=WTC5_RSS01 Risk management (Corporate governance) Technology litigation Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded March 19 - 20, 2026 in New YorkEmerging Issues in Artificial Intelligence/Generative AI [01:17:31]This session will discuss the most recent developments in artificial intelligence and machine learning. After completing this session, participants will have a greater understanding of:The main areas of legal risk with respect to AI, GenAI, and agentic AI usage and developmentThe latest US and global regulatory developmentsThe latest litigation developmentsHow to develop AI risk management, compliance, and governance strategiesDean W. Harvey, John BuyersThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:PLI Emerging Issues In AI/Gen AI 2026Dean W. Harvey,John BuyersPresentation MaterialSegment PPT: Emerging Issues in Artificial Intelligence/Generative AIJohn Buyers, Dean W. Harvey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462049 462049 98 G3053 1:17:31 https://www.pli.edu/programs/techlaw-institute/462047?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded March 19 - 20, 2026 in New YorkAI in Practice: Legal Risks and Opportunities in the Age of Artificial Intelligence [01:01:10]AI is transforming industries and raising complex legal questions around intellectual property, ownership, and risk management. This session will provide practical insights on AI vs. generative AI distinctions, recent case law impacts, and strategies for drafting AI agreements and advising clients on AI use. Attendees will leave equipped to navigate the evolving landscape of AI-driven legal challenges and opportunities. After completing this session, participants will have a greater understanding of:Navigating Ownership and Licensing Challenges with AI-Created Works: Clarify the complexities of ownership for AI-generated content, understanding what is protectable and how to structure agreements to reflect client interestsAdvising Clients on AI Use in Business Operations: Practical guidance on leveraging AI tools while managing legal risks, including licensing and liability limitationsStructuring Effective AI Agreements and Partnerships: Develop strategies for drafting and negotiating agreements with AI vendors and collaborators to ensure compliance and minimize legal and commercial risksHannah E. Taylor, Christopher Wlach The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Jeff Greenbaum, Frankfurt Kurnit Klein & Selz PC, NC and Utah AGs Launch AI Task Force (November 17, 2025)Hannah E. TaylorBrian Murphy, Frankfurt Kurnit Klein & Selz PC, The May Massacre: Firings, AI, and Constitutional Crisis at the Copyright Office (September 23, 2025)Hannah E. TaylorHolly Melton, Frankfurt Kurnit Klein & Selz PC, FTC Launches Inquiry into AI Chatbots Acting as Companions: What It Means for Advertisers and Platforms (September 12, 2025)Hannah E. TaylorHolly Melton, Frankfurt Kurnit Klein & Selz PC, FTC’s Case Against Air AI Highlights Ongoing Enforcement Trend (August 26, 2025)Hannah E. TaylorHolly Melton, Frankfurt Kurnit Klein & Selz PC, FTC Shuts Down AI-Driven Business Opportunity Scheme, Continues Sweep of Deceptive Income Claims (July 30, 2025)Hannah E. TaylorHannah E. Taylor and Kate Patton, Frankfurt Kurnit Klein & Selz PC, New York’s SFY 2025-26 Budget: A New Era of Consumer Protections (June 13, 2025)Hannah E. TaylorTerri Seligman, Frankfurt Kurnit Klein & Selz PC, Hiring Models in New York? (June 10, 2025)Hannah E. TaylorJeff Greenbaum, Frankfurt Kurnit Klein & Selz PC, Taking Aim at AI-Generated Deepfakes, the President Signs “Take It Down Act” into Law (May 20, 2025)Hannah E. TaylorJeff Greenbaum, Frankfurt Kurnit Klein & Selz PC, FTC Reaches Settlement Over Generative AI Detection Claims (May 5, 2025)Hannah E. TaylorJeremy Goldman, Frankfurt Kurnit Klein & Selz PC, Breaking: Court Rules That Developer’s Use of Copyrighted Material to Train AI Is Not Fair Use (February 11, 2025)Hannah E. TaylorTips for Business Users After 2 Key AI Copyright Decisions, Law360 (July 16, 2025)Christopher Wlach3 Mistakes to Avoid in Service Provider AI Terms, Law360 (June 4, 2025)Christopher WlachPresentation MaterialSegment PPT: AI in Practice: Legal Risks and Opportunities in the Age of Artificial IntelligenceHannah E. Taylor, Christopher Wlach Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462047 462047 98 G3053 1:01:10 https://www.pli.edu/programs/techlaw-institute/462045?tCode=WTC5_RSS01 Communications and telecommunications Cybersecurity and data protection Intellectual property Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded March 19 - 20, 2026 in New YorkThe Eerie World of Dark Patterns and Deep Fakes in Advertising [01:15:33]This session will identify and address how brands are using marketing devices commonly referred to as Dark Patterns and Deep Fakes and how regulators are reacting to these practices. After completing this session, participants will be able to:Identify and understand what Dark Patterns and Deep Fakes are and how companies are using them in advertising and marketingWhat legal issues are implicated by the use of these devicesHow regulators are viewing these practices and what they are doing about itAdvise clients on how to use technology responsibly to avoid a regulatory inquiry, competitor challenge, and bad pressMarc Roth, Tsan AbrahamsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:California Privacy Protection Agency, Enforcement Division, Avoiding Dark Patterns: Clear and Understandable Language, Symmetry in Choice, Enforcement Advisory No. 2024-02 (September 4, 2024)Marc RothInformation Commissioner’s Office, ICO and CMA: Harmful Online Design Encourages Consumers to Hand Over Personal Information (August 9, 2023)Marc RothFederal Trade Commission, Staff Report, Bureau of Consumer Protection, Bringing Dark Patterns to Light (September 2022)Marc RothDEEPFAKES Accountability Act, H.R. 5586, 118th Congress (September 2023)Marc RothPresentation MaterialSegment PPT: The Eerie World of Dark Patterns and Deep Fakes in AdvertisingTsan Abrahamson, Marc Roth Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462045 462045 98 G3053 1:15:33 https://www.pli.edu/programs/techlaw-institute/462053?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Intellectual property Legal innovation Technology in law practice Artificial intelligence Taken from the Web Program Recorded March 19 - 20, 2026 in New YorkUsing AI in the Practice of Law [01:01:11]Artificial intelligence is rapidly becoming a force in the practice of law. How are attorneys using AI tools? What tools currently exist and how can they be used effectively and safely? What risks need to be considered when implementing AI in legal practice? This session will explore various real-world use cases and best practices. After completing this session, participants will have a greater understanding of:Types of AI tools and legal use cases: litigation, contracting, general business practices, etc.How to evaluate AI tools for use in law practiceConsiderations attorneys need to be aware of when incorporating AI tools into the practice of lawBest practices for using these tools to use AI tools responsibly and well to increase efficiency and outcomesJames G. Snell (Panel Leader), Lauren Giordani, Kate Orr, Farrah PepperThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Thomson Reuters, Future of Professionals Report 2025, Strategic AI Adoption: Unlocking Innovation and Maximizing ReturnsKate Orr Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462053 462053 98 G3053 1:01:12 https://www.pli.edu/programs/techlaw-institute/462061?tCode=WTC5_RSS01 Consumer protection Information privacy (Cybersecurity and data protection) Intellectual property Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded March 19 - 20, 2026 in New YorkRegulators Roundtable: Technology’s Impact on Consumer Protection and Competition [01:03:39]In this session attendees will hear from federal and state regulators on what issues they are focusing on to protect consumers and maintain a fair, transparent, and competitive marketplace. After completing this session, participants will be able to:Identify regulatory trends and prioritiesUnderstand what laws and regulations are most impacted by technological developmentsAdvise clients on how to avoid regulatory scrutiny and competitor challengesDevelop best practices for anticipating regulatory inquiriesWhat to do upon becoming the target of a regulatory inquiryMarc Roth (Panel Leader), Gena Feist, Laura J. Protzmann, Andrew M. Smith The purchase price of this Web Program segment includes the following article from the Course Handbook available online:BBB National Programs, National Advertising Division, Press Release, BBB National Programs Watchdogs Find Certain Horizon Brands Ai Baby Monitor Claims and Privacy Practices Supported; Recommends Certain Claims Be Modified (December 22, 2025)Laura J. ProtzmannPresentation MaterialSegment Handout: Regulators Roundtable- Additional ResourcesGena FeistSegment Handout: Regulators Roundtable- Press Release AI ProLaura J. ProtzmannSegment Handout: Regulators Roundtable- Press Release AppleLaura J. ProtzmannSegment Handout: Regulators Roundtable- Press Release Google GeminiLaura J. ProtzmannSegment Handout: Regulators Roundtable- Press Release Microsoft CoPilotLaura J. ProtzmannSegment Handout: Regulators Roundtable- Press Release SamsungLaura J. ProtzmannSegment Handout: Regulators Roundtable- Press Release Tiny TravelerLaura J. Protzmann Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462061 462061 98 G3053 1:04:21 https://www.pli.edu/programs/techlaw-institute/462059?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Intellectual property Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded March 19 - 20, 2026 in New YorkCurrent Privacy Developments [00:59:10]This session will review the rapidly developing privacy landscape, including the emerging patchwork of state privacy laws, how to create and manage an in-house privacy program, risk mitigation strategies, and developments in wiretap claims, biometric privacy laws, and related areas. After completing this session, participants will be able to:Understand the overview of relevant privacy laws and enforcement of sameIssue spot privacy issues impacting companies and how to minimize riskUnderstand the enforcement area and priorities for state regulatorsUnderstand the areas of focus in privacy litigationJames G. Snell (Panel Leader), Kristin Johnston, Manas Mohapatra, Noga N. Rosenthal The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Todd M. Hinnen, David Aaron and Sarah Grant, Perkins Coie LLP, Perkins on Privacy, Privacy and Data Security Recap 2025—National Security (January 13, 2026)James G. SnellAmelia M. Gerlicher, David Aaron and Andrew S. Pak, Perkins Coie LLP, Perkins on Privacy, Preparing for the California Cyber Audit Regulations (October 30, 2025)James G. SnellAlison Watkins, et al., Perkins Coie LLP, California Governor Gavin Newsom Signs Seven New Data Privacy Laws (October 20, 2025)James G. SnellKelley P. Doran, et al., Perkins Coie LLP, Cybersecurity Enforcement Intensifies: DoD Issues Final CMMC Rule and Updates DFARS (September 24, 2025)James G. SnellAlison Watkins, et al., Perkins Coie LLP, Perkins on Privacy, Privacy in Focus: California’s Legislative Session Closes with Major Changes (September 17, 2025)James G. SnellPresentation MaterialSegment PPT:Current Privacy DevelopmentsKristin Johnston, Manas Mohapatra, Noga N. Rosenthal, James G. Snell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462059 462059 98 G3053 0:59:10 https://www.pli.edu/programs/techlaw-institute/462057?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Intellectual property Regulation, compliance, and enforcement (Intellectual property) Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded March 19 - 20, 2026 in New YorkBest Practices in Online Contracting [01:00:59]This session will discuss legal issues surrounding online contracting, such as the enforceability of an online contract, B-B v B-C agreements, browse-wrap v. clickwrap agreements, whether consumers are on inquiry notice of mandatory arbitration provisions, do privacy policies need to be agreed to by a consumer, and whether cookie notices are now needed upon entering a website given the recent increase of litigation under the California Invasion of Privacy Act and similar states wiretap laws and the federal Wiretap statute. After completing this session, participants will have a greater understanding of:What provisions of an online agreement need to be specifically highlighted in a consumer agreementWhether a checkbox or similar action is required for an agreement to be enforceableHow to advise on the use of a cookie notice to avoid claims of unauthorized tracking and electronic interception The FTC click-to-cancel rule and regulation of auto-renewing provisionsDevelopments in AI relating to e-signatures and e-consentsWhether normal “terms of use” at the bottom of a website are enforceableInternational issues in online contracts and compliance concernsOnline contract issues arising from use of contract management toolsJohn C. Yates (Panel Leader), Eric GoldmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Streamlining Success: An Analysis of the Foundations of E-Contracting (January 9, 2026)John C. YatesOnline Contracts, Internet Law: Cases & Materials (2025 Edition), Santa Clara University Legal Studies Research Paper, pp. 42–104 (August 2025)Eric GoldmanPresentation MaterialSegment PPT: Best Practices in Online ContractingEric Goldman, John C. Yates Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462057 462057 98 G3053 1:00:59 https://www.pli.edu/programs/advising-nonprofit-organizations/461741?tCode=WTC5_RSS01 Public interest law and pro bono Nonprofit organizations Tax Taken from the Web Program Recorded March 18, 2026 in New YorkNonprofit Mergers, Acquisitions, and Strategic Collaborations [01:02:20]This segment will explore legal considerations when nonprofits “join forces”, whether through formal merger or through any of the many intermediate forms of strategic collaboration. After completing this session, participants will be better able to:Understand why, when, and how nonprofits pursue combinations and collaborationsIdentify applicable requirements of state legal and regulatory frameworks and potential implications for federal tax-exempt statusConduct due diligence, navigate negotiations, and anticipate common issuesConsider the full spectrum of collaboration and combination options in pursuing organizational goalsKevin Roe, Jeremy S. SteckelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Nonprofit Mergers, Acquisitions, and Strategic Collaborations (January 2026)Kevin Roe,Jeremy S. SteckelPresentation Material2. Nonprofit Mergers, Acquisitions, and Strategic Collaborations (PowerPoint Slides)Kevin Roe, Jeremy S. Steckel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461741 461741 98 G3112 1:02:20 https://www.pli.edu/programs/advising-nonprofit-organizations/461744?tCode=WTC5_RSS01 Public interest law and pro bono Nonprofit organizations Tax Taken from the Web Program Recorded March 18, 2026 in New YorkFunding Strategies to Sustain a Nonprofit and Its Mission Long-Term [01:06:00]This presentation will provide an overview of innovative funding approaches for sustaining nonprofits, while supporting their missions long-term. The discussion will focus on the use of impact investment funds and taxable subsidiaries to scale mission impact and generate revenue. After completing this session, participants will be able to:Understand the tax and mission related implications of generating related and unrelated income from various funding strategiesIdentify the key components and requirements of an impact investment fund established by a nonprofit, how they function, and primary mission related benefits and costs of operating a fundUnderstand the advantages and costs of using taxable subsidiaries for revenue-generating activities and practical considerations when setting them upJeremy T. Coffey, Andras KosarasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Innovative Funding Strategies—Key Considerations for Impact Investing by Nonprofits (December 2025)Jeremy T. CoffeyAmerican Cancer Society BrightEdge, Catalyzing Impact, Shaping Tomorrow, Investing in the Future of Cancer-Fighting Innovation, 2024 Impact ReportJeremy T. CoffeyIssues to Consider When Creating a For-Profit Subsidiary (December 2025)Andras KosarasPresentation Material1. Funding Strategies to Sustain a Nonprofit and Its Mission Long-Term (PowerPoint Slides)Jeremy T. Coffey, Andras Kosaras Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461744 461744 98 G3112 1:06:00 https://www.pli.edu/programs/advising-nonprofit-organizations/461738?tCode=WTC5_RSS01 Lobbying (Political activity law) Public interest law and pro bono Nonprofit organizations Tax Taken from the Web Program Recorded March 18, 2026 in New YorkNonprofit Organizations: Lobbying and Political Activities [01:16:01]This presentation will address considerations that arise for nonprofit organizations when they want to engage in lobbying, political activities, or other civic engagement activities. After completing this session, participants will be able to:Understand the overall legal landscape that governs lobbying, political activities, and nonpartisan civic engagement by different types of nonprofit organizationsReview key issues for 501(c)(3) organizations and 501(c)(4) organizations, including fundersRecognize specific activities that are permitted or prohibited under federal tax laws for different types of tax-exempt organizationsDiscuss limitations, prohibitions, and reporting on certain activities at both the federal and state levelsIdentify best practices for nonprofit organizations that seek to engage in permitted activitiesAssess new developments impacting nonprofit organizationsIRS-CE for Tax ProfessionalsAbby Levine, Zoe Segal-Reichlin, Renata StrauseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Policy and Politics: Understanding the Challenges and Opportunities for 501(c)(3) Organizations in 2026 (December 2025)B. Holly SchadlerHolly Schadler and Holly Ratliff, Alliance for Justice, The Connection, Strategies for Creating and Operating 501(c)(3)s, 501(c)(4)s and Political Organizations (5th Edition) (March 11, 2024)B. Holly SchadlerPresentation Material3. Nonprofit Organizations: Lobbying and Political Activities (PowerPoint Slides)Abby Levine, Zoe Segal-Reichlin, Renata Strause Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461738 461738 98 G3112 1:16:43 https://www.pli.edu/programs/fundamentals-of-swaps-and-other-derivatives/461620?tCode=WTC5_RSS01 Derivatives Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded March 16, 2026 in New YorkDerivatives Documentation -- Overview of the ISDA Architecture; Masters, Schedules, Confirms, CSAs and collateralization; Execution and Account Agreements [02:03:06]This session will provide an overview of the ISDA documentation typically used to document derivatives transactions in the United States. After completing this session participants will be able to:Understand the ISDA Master Agreement and Schedule structure and major issuesBegin to work with confirms, CSAs and clearing documentationKnow when and how bridges and protocols are usedCCB CEU Credit for Compliance Certification Board ProfessionalsPanel Leader: Rick Grove Ilene Froom, Andrea O’Toole, Ray Shirazi, Heather R. SmithThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ray Shirazi and Nihal Patel, Basics of the ISDA Master Agreement (January 14, 2026)Ray ShiraziPresentation MaterialBasics of the ISDA Master AgreementsRay ShiraziISDA Credit Support Annexes & Related DocumentationAndrea O'TooleISDA Create and ISDA ProtocolsHeather R. SmithMandatory SWAPs ClearingIlene Froom Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461620 461620 98 G3004 2:03:06 https://www.pli.edu/programs/fundamentals-of-swaps-and-other-derivatives/461623?tCode=WTC5_RSS01 Futures contracts Derivatives Swap dealers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded March 16, 2026 in New YorkThe Regulatory Fundamentals of Swaps [01:32:10]This session will provide an overview of the federal regulation of swaps in the United States. After completing this session participants will be able to: Identify the principal regulators and their responsibilities, and spot extraterritorial issuesDescribe and understand the reason for regulated statuses: eligible contract participants, swap dealers, major swap participants and commodity poolsUnderstand the roles of regulated "utilities" and service providers: clearinghouses, futures commission merchants, swap execution facilities, swap data repositoriesCCB CEU Credit for Compliance Certification Board ProfessionalsPanel Leader: Rick GroveElizabeth Lan Davis, Curtis A. Doty, Darren Littlejohn, Jodi A. SingerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Extraterritorial Issues Affecting SwapsElizabeth Lan DavisChapman and Cutler LLP, Chapman Focused on Finance, Client Alert, CFTC Divisions Issue Tokenized Collateral Guidance (January 8, 2026)Curtis A. DotyPresentation MaterialOverview of Dodd-Frank Swap Dealer Registration and Clearing RequirementsElizabeth Lan DavisRegulatory Fundamentals – Swaps, Security-based Swaps and Case Studies in Applying the DefinitionsCurtis A. DotyThe Regulatory Fundamentals of Swaps – Extraterritorial ConsiderationsJodi A. SingerThe Regulatory Fundamentals of SwapsDarren Littlejohn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461623 461623 98 G3004 1:32:10 https://www.pli.edu/programs/fundamentals-of-swaps-and-other-derivatives/461626?tCode=WTC5_RSS01 Derivatives Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded March 16, 2026 in New YorkKnow Your Swaps: Types, Risks & More [01:17:00]This session will introduce the basic characteristics of swaps. After completing this session participants will be able to: Appreciate how the OTC derivatives markets have evolvedIdentify common types of derivatives and understand their principal structure and purposeRecognize common types of risk, and understand two-way risk issues and credit risk management toolsCCB CEU Credit for Compliance Certification Board ProfessionalsPanel Leader: Rick GroveJoseph Bauman, Seema Chandra, Gary M. Rosenblum, Ed ZabrockiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul JW Cluley, Rick Grove and Chia-Ling Hsu, Ch. 7: Basics of Derivatives Valuation and Pricing Sources, Close-Outs: The Law and Market Practice of OTC Derivative Terminations (2024)Rick GroveFundamentals of Swaps & Other Derivatives 2026: SWAP Basics Equity Derivatives (March 2026) (PowerPoint slides)Gary RosenblumPresentation MaterialOrigin and Development of DerivativesRick GroveOrigin and Development of Currency Swaps and Interest Rate SwapsJoseph BaumanCredit Default Swap BasicsSeema ChandraSWAP Basics Equity DerivativesGary M. RosenblumAn Overview of Commodity DerivativesEd Zabrocki Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461626 461626 98 G3004 1:17:42 https://www.pli.edu/programs/new-jersey-basic-cle-marathon/461707?tCode=WTC5_RSS01 Real estate Taken from the Web Program Recorded March 16 - 18, 2026 in New YorkNew Jersey Landlord/Tenant Practice [01:29:50]After completing this session, participants will have an understanding of the following:Basics of rental agreementsRights and responsibilitiesEvictionProcedureDefenses to evictionSettlementAnti-discriminationLawrence M. Centanni, Gregory G. Diebold, Hon. Keri Ann Eglentowicz, Hon. Stephen L. PetrilloThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New Jersey Tenant-Landlord Practice (Seminar Outline) (Revised January 2024)Gregory G. DieboldNew Jersey Judiciary, Superior Court of New Jersey, Law Division, Special Civil Part, Landlord Tenant Trial InformationDana A. Bennett,Tara S. Sinha,David R. Spevack Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461707 461707 98 G3119 1:30:32 https://www.pli.edu/programs/new-jersey-basic-cle-marathon/461722?tCode=WTC5_RSS01 Estate planning Taken from the Web Program Recorded March 16 - 18, 2026 in New YorkNew Jersey Basic Estate Planning [01:15:52]After completing this session, participants will have an understanding of the following:Durable power of attorneyWillsLiving WillsProbate LawsEstate TaxesTara S. Sinha, John R. ZajacThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New Jersey Basic Estate PlanningCatherine Romania,Tara S. SinhaPresentation MaterialNew Jersey Basic Estate PlanningTara S. Sinha, John R. Zajac Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461722 461722 98 G3119 1:15:52 https://www.pli.edu/programs/new-jersey-basic-cle-marathon/461719?tCode=WTC5_RSS01 Evidence Hearings (Litigation) Trial Taken from the Web Program Recorded March 16 - 18, 2026 in New YorkNew Jersey Criminal Trial Preparation [01:16:25]After completing this session, participants will have an understanding of the following:Arrest, indictment and arraignmentDiscoveryStatus conferences, pre-trial conferences and pre-trial hearingsPlea negotiations and agreementsTrial – presentment of evidence and witnessesPost-trial motionsRecent developmentsErik Daab, Nicole E. WiseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New Jersey Criminal Trial PreparationErik DaabNew Jersey Criminal Trial Preparation (PowerPoint slides)Erik DaabPresentation MaterialCriminal Trial PreparationErik Daab Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461719 461719 98 G3119 1:16:25 https://www.pli.edu/programs/new-jersey-basic-cle-marathon/461704?tCode=WTC5_RSS01 Professional development Taken from the Web Program Recorded March 16 - 18, 2026 in New YorkNew Jersey Law Office Management [01:01:52]After completing this session, participants will have an understanding of the following:Practice of lawAdmission, practice, and court appearances in New JerseyMetadata and electronic documentsAmendments to rules governing the courtsAttorney advertisingClient recordsThomas H. Andrykovitz, Thomas H. ProlThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:N.J. Law Office Management (PowerPoint slides)Thomas H. ProlSelected New Jersey Rules of Court—Law Office ManagementaDana A. Bennett,Tara S. Sinha,David R. SpevackPresentation MaterialNew Jersey Law Office ManagementThomas H. Andrykovitz, Thomas H. Prol Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461704 461704 98 G3119 1:02:34 https://www.pli.edu/programs/new-jersey-basic-cle-marathon/461698?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Taken from the Web Program Recorded March 16 - 18, 2026 in New YorkNew Jersey Ethics and Responsibility [01:18:36]This segment will address ethical issues that often arise for attorneys practicing in the state of New Jersey. Topics to be discussed include:Top 10 Pitfalls to Avoid for New Jersey AttorneysReview of Office of Attorney Ethics Annual ReportEveryday legal ethics arising in law practice for attorneys practicing in New JerseyAttorney-client privilegeEthical Dos and Don’ts surrounding the use of Social Media for attorneys admitted in New JerseyRequirements and obligations under Rule 8.4(g)Thomas H. ProlThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics & Professionalism: Top 10 Pitfalls for Lawyers (PowerPoint slides)Thomas H. ProlNew Jersey Office of Attorney Ethics: Annual Report (2024)Thomas H. ProlNew Jersey Rule of Court 1.19. Advisory Committee on Professional EthicsDana A. Bennett,Tara S. Sinha,David R. SpevackThe New Jersey Rules of Professional Conduct Are Out-of-DateThomas H. ProlLetter from Thomas H. Prol to Hon. Stuart Rabner, Chief Justice, New Jersey Supreme Court, Re: Proposed Amendment to RPC 8.4(g) (May 16, 2017)Thomas H. ProlPresentation MaterialEthics & Professionalism: Top 12 Pitfalls for LawyersThomas H. Prol Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461698 461698 98 G3119 1:19:18 https://www.pli.edu/programs/new-jersey-basic-cle-marathon/461701?tCode=WTC5_RSS01 Ethics and professional responsibility Professional development Taken from the Web Program Recorded March 16 - 18, 2026 in New YorkNew Jersey Attorney Trust and Business Accounting Fundamentals [00:56:54]This session focuses on the New Jersey attorneys’ ethical obligations regarding attorney trusts and business accounts. After completing this session, participants will have an understanding of the following:New Jersey attorney accounting rulesTrust and business accountsNew Jersey Lawyers’ Fund For Client ProtectionBest ethical practices in New Jersey Attorney Trust and Business AccountingThomas H. ProlPresentation MaterialNew Jersey Attorney Trust & Business AccountingThomas H. Prol Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461701 461701 98 G3119 0:57:36 https://www.pli.edu/programs/new-jersey-basic-cle-marathon/461728?tCode=WTC5_RSS01 Family law Spousal support Divorce Taken from the Web Program Recorded March 16 - 18, 2026 in New YorkNew Jersey Family Law Practice [01:42:54]After completing this session, participants will have an understanding of the following:Family law practice in New JerseyDissolutions matters and non-dissolution mattersDomestic violence mattersMatrimonial issues, including divorce, annulment, alimony, and equitable distributionChild support guidelines in New Jersey, including custodyJurisdiction and venueInitial intake and retainersPleadingsEvolving issues and recent developments in family lawTevis claimsMatthew S. Coleman, Angelica M. MercadoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New Jersey Family Law PracticeMatthew S. Coleman,Angelica M. MercadoPresentation MaterialNew Jersey Family Law PracticeMatthew S. Coleman, Angelica M. Mercado Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461728 461728 98 G3119 1:42:54 https://www.pli.edu/programs/new-jersey-basic-cle-marathon/461710?tCode=WTC5_RSS01 Litigation Taken from the Web Program Recorded March 16 - 18, 2026 in New YorkNew Jersey Municipal Court Practice [01:30:22]After completing this session, participants will have an understanding of the following:Addressing the wide array of matters heard in municipal courtRequesting and reviewing discoveryNegotiating with the municipal prosecutor/common plea bargainsAppearing before the Court: first appearances, entering pleas, motions, trialsHon. Dipti Vaid Dedhia, Hon. Ari LockspeiserThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New Jersey Municipal Court PracticeDipti Vaid DedhiaNew Jersey Municipal Court Practice: Major Case Laws 2024David R. SpevackPresentation MaterialNew Jersey Municipal Court PracticeHon. Dipti Vaid Dedhia Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461710 461710 98 G3119 1:31:04 https://www.pli.edu/programs/new-jersey-basic-cle-marathon/461725?tCode=WTC5_RSS01 Evidence Trial Taken from the Web Program Recorded March 16 - 18, 2026 in New YorkNew Jersey Civil Trial Preparation [01:32:13]After completing this session, participants will have an understanding of the following:Trial preparationInformation exchangeMotions in limine, evidence, stipulationsJury trial considerationsWitness preparationPreparing opening and closing statementsPost-trial motionsThe “View from the Bench”Eric I. Abraham, Hon. Travis L. Francis, A.J.S.C. (Ret.)The purchase price of this Web Program segment includes the following article from the Course Handbook available online:New Jersey Civil Trial PreparationEric Abraham,Travis L. FrancisNew Jersey Rule of Evidence 104. Preliminary QuestionsDana A. Bennett,Tara S. Sinha,David R. SpevackNew Jersey Rule of Evidence 702. Testimony by Expert WitnessDana A. Bennett,Tara S. Sinha,David R. SpevackNew Jersey Rule of Evidence 703. Bases of Opinion Testimony by ExpertsDana A. Bennett,Tara S. Sinha,David R. SpevackNew Jersey Rules of Court, 4:25—Pretrial ConferencesDana A. Bennett,Tara S. Sinha,David R. SpevackAppendix XXIII—Pretrial Information Exchange (R. 4:25-7(b))Dana A. Bennett,Tara S. Sinha,David R. Spevack Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461725 461725 98 G3119 1:32:13 https://www.pli.edu/programs/new-jersey-basic-cle-marathon/461716?tCode=WTC5_RSS01 Real estate Taken from the Web Program Recorded March 16 - 18, 2026 in New YorkNew Jersey Real Estate Closing Procedures [01:30:25]After completing this session, participants will have an understanding of the following:Overview of a purchase and sale transactionContract issues/attorney reviewDue diligence/inspection issuesPreparing for closingDocumentation issuesPost-closing issuesZaniah D. Maynor, Paula ZwirenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New Jersey Real Estate Closing Procedures (Outline)Zaniah D. Maynor,Paula M. ZwirenResidential Real Estate Transactions (PowerPoint slides)Zaniah D. Maynor,Paula M. ZwirenPresentation MaterialResidential Real Estate TransactionsZaniah D. Maynor, Paula Zwiren, JD, MBA, CTP Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461716 461716 98 G3119 1:30:25 https://www.pli.edu/programs/new-jersey-basic-cle-marathon/461713?tCode=WTC5_RSS01 Estates and trusts Estate tax Taken from the Web Program Recorded March 16 - 18, 2026 in New YorkNew Jersey Basic Estate Administration [01:30:26]After completing this session, participants will have an understanding of the following:Managing the estate from start to finishFederal Estate Tax issuesIdentifying all assetsDistributionsProbate CourtDana A. Bennett, Adam M. GrenkerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New Jersey Basic Estate AdministrationDana A. Bennett,Adam M. GrenkerPresentation MaterialNew Jersey Basic Estate AdministrationDana A. Bennett, Adam M. Grenker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461713 461713 98 G3119 1:30:26 https://www.pli.edu/programs/consumer-financial-services-fundamentals/461573?tCode=WTC5_RSS01 Consumer finance Financial services Practice skills (Banking and finance) Unfair and deceptive, or abusive acts and practices Taken from the Web Program Recorded March 12 - 13, 2026 in New YorkEvolving Priorities Under Federal and State UDAP Statutes [01:16:22]There are UDAP/UDAAP laws at the federal and state levels, and historically both private litigants and regulators invoke these laws to challenge industry conduct that is not covered by the specific provisions of consumer protection laws. After completing this session, participants will be able to:Understand the legal definitions of “unfair,” “deceptive,” and “abusive,” and how those are applied by regulators and courtsAnalyze the history of UDAP/UDAAP laws, and how their use is evolvingRecognize the sources available to help lawyers anticipate and spot UDAP/UDAAP issuesIdentify the increased importance of state regulators and their prioritiesSpeakers: Lawrence D. Brown, Paul Edger, Jehan PattersonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Complaint for Permanent Injunction, Monetary Judgments, and Other Relief, Federal Trade Commission v. Air Ai Technologies, Inc., et al., No. 2:25-cv-03068-SMB (D. Ariz. 2025)Lawrence D. BrownFTC Bureau of Consumer Protection, Staff Report, Bringing Dark Patterns to Light, An FTC Workshop (September 2022)Lawrence D. BrownLesley Fair, Federal Trade Commission, Business Blog, Full Disclosure (September 23, 2014)Lawrence D. BrownFederal Trade Commission, .com Disclosures, How to Make Effective Disclosures in Digital Advertising (March 2013)Lawrence D. BrownFederal Trade Commission, FTC Policy Statement on Deception (October 14, 1983)Lawrence D. BrownFederal Trade Commission, FTC Policy Statement on Unfairness (December 17, 1980)Lawrence D. BrownPennsylvania Unfair Trade Practices and Consumer Protection Law, 73 P.S. §§201-1–201-9.2Lawrence D. BrownPresentation MaterialCalifornia’s Unfair Competition Law and Consumers Legal Remedies ActLawrence D. Brown, Paul D. Edger, Jehan PattersonEvolving Priorities Under Federal and State UDAP StatutesLawrence D. Brown, Paul D. Edger, Jehan Patterson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461573 461573 98 G5033 1:16:22 https://www.pli.edu/programs/consumer-financial-services-fundamentals/461570?tCode=WTC5_RSS01 Consumer finance Financial services litigation Practice skills (Banking and finance) Class actions Arbitration Taken from the Web Program Recorded March 12 - 13, 2026 in New YorkFundamentals of Consumer Arbitration and Class Actions in 2026 [01:01:08]Many consumer financial laws have private rights of action, and evolving enforcement under these laws generates a large number of cases in both federal and state courts and in arbitration, because many consumer financial products require consumers to agree to arbitrate disputes. After completing this session, participants will be able to:Understand typical arguments used to support and oppose class certificationAnalyze the basic differences between arbitration and litigation, including different strategies relevant to pursuing themNavigate the world of mass arbitrations, where hundreds or thousands of claimants file parallel arbitration proceedings alleging similar conduct by the same defendantPanel Leader: Raymond A. GarciaSpeakers: F. Paul Bland, Jr., Clifford D. Bloomfield, Jonathan D. WaisnorThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:F. Paul Bland, Jr., Shareholder, Co-Chair Appeal and Complex Briefing, Speech Materials for PLI’s Consumer Financial Services Fundamentals (2026)F. Paul BlandOpinion, Jones v. Starz Entertainment, LLC, No. 24-1645 (9th Cir. 2025)Clifford D. BloomfieldAgenda for Initial Administrative Conference Under Procedure 3(c) (September 2024)Clifford D. BloomfieldJAMS, JAMS Mass Arbitration Procedures and Guidelines (Effective May 1, 2024)Clifford D. BloomfieldLabaton Keller Sucharow, The Advocate, 2025 Mid-Year ReportJonathan D. Waisnor Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461570 461570 98 G5033 1:01:50 https://www.pli.edu/programs/consumer-financial-services-fundamentals/461588?tCode=WTC5_RSS01 Consumer finance Credit cards Student loans Mortgage loans Financial services litigation Taken from the Web Program Recorded March 12 - 13, 2026 in New YorkUnderstanding Current and Emerging Consumer Financial Products in 2026 [01:01:26]This panel will analyze the basic framework of four leading types of consumer financial services products and discuss current hot topics associated with those products. After attending this panel, attendees will be better able to:Understand the state and federal regulatory and case law framework forStudent loansCredit cardsAuto financeMortgage origination and servicingAnalyze litigation risks and trends relating to each productIdentify potential claims under Washington state’s Commercial Electronic Mail Act involving misleading advertising emails and “refer a friend” programsSpeakers: Winston Berkman-Breen, Philip Bohi, Jason M. Cover, Jennifer WagnerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Jennifer Zhang, Student Borrower Protection Center, Deep Dive: House Reconciliation Bill Makes Paying for College More Expensive and Risky for Students and Working Families (May 6, 2025)Winston Berkman-BreenNew York State Private Student Loan Refinancing Task Force, Report of Findings and Recommendations to the Governor, President of the Senate, and Speaker of the Assembly (October 2023)Winston Berkman-BreenOffice of the Secretary, Department of Education, Federal Preemption and Joint Federal-State Regulation and Oversight of the Department of Education’s Federal Student Loan Programs and Federal Student Loan Servicers, 34 CFR Chapter VI, Dkt. ID ED– 2021–OS–0107, 88 Fed. Reg. 47370, No. 140 (July 24, 2023)Winston Berkman-BreenState of Maine, Chapter 357 Public Law, S.P. 530 – L.D. 1645, An Act to Establish Protections for Private Student Loan Borrowers and a Registry of Lenders (June 23, 2021)Winston Berkman-BreenCommonwealth of Pennsylvania v. Navient Corp; Navient Solutions LLC, No. 19-2116 (3d Cir. 2020)Winston Berkman-BreenStudent Loan Servicing Alliance v. District of Columbia, et al., Civil Action No. 18-cv-0640-PLF (D.D.C. 2018)Winston Berkman-BreenAuto Finance Basics (Substantive Outline) (December 16, 2025)Philip BohiSelected NCLC Links: Mortgage Origination & ServicingJennifer WagnerPresentation MaterialUnderstanding Current and Emerging Consumer Financial Products in 2026Winston Berkman-Breen, Philip Bohi, Jason M. Cover, Jennifer Wagner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461588 461588 98 G5033 1:01:26 https://www.pli.edu/programs/consumer-financial-services-fundamentals/461582?tCode=WTC5_RSS01 Consumer finance Financial products Financial services Financing Regulation, compliance, and enforcement (Banking and finance) Taken from the Web Program Recorded March 12 - 13, 2026 in New YorkBeyond Traditional Credit: Exploring Alternative Consumer Financial Products [01:01:43]This panel will discuss several of the most widely used alternative lending products, their regulatory frameworks, market impact and consumer protection implications. Buy Now, Pay Later (BNPL), Earned Wage Access (EWA), point-of-sale financing and home equity investment products are on the rise. State regulators are grappling with the appropriate guardrails to foster innovation while ensuring transparency and consumer protections, while litigators are moving quickly to enforce existing consumer protection laws. After attending this panel, participants will be able to:Recognize the features that differentiate alternative financial products from traditional onesAnalyze the laws and regulations that apply to these products and compliance considerationsUnderstand public and private enforcement actions involving these productsExamine the risks and benefits of alternative financial productsSpeakers: Kevin Abramowicz, Jason M. Cover, Thomas Scott-RailtonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Morrison & Foerster LLP, Financial Services, Client Alert, Should Earned Wage Access Products Be Considered “Credit”? (November 24, 2025)Avy MallikMorrison & Foerster LLP, Client Alert, MoFo’s State + Local Government Enforcement Newsletter (June 3, 2025)Avy MallikPresentation MaterialBeyond Traditional Credit: Exploring Alternative Consumer Financial Products LinksJason M. CoverCommonwealth of Massachusetts v. HometapettThomas Scott-RailtonMoss v. Cleo AI Inc.Kevin AbramowiczOlson v. Unison Agreement CorporationThomas Scott-RailtonOrubo v. Activehours, Inc.Kevin Abramowicz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461582 461582 98 G5033 1:01:43 https://www.pli.edu/programs/consumer-financial-services-fundamentals/461576?tCode=WTC5_RSS01 Fair lending Consumer finance Financial services Marketplace lending Regulation, compliance, and enforcement (Banking and finance) Taken from the Web Program Recorded March 12 - 13, 2026 in New YorkDiscrimination Laws That Govern Consumer Credit [01:01:10]The Federal Equal Credit Opportunity Act (and for mortgage loans, the Fair Housing Act), together with similar state laws, prohibits discrimination in connection with credit transactions. Some of the most high-profile litigation and enforcement cases in the consumer finance industry arise from these laws, and allegations of discrimination under them. At the same time, these laws are the subject of current changs in emphasis at the federal level. After completing this session, participants will be able to:Understand the different theories of liability under the fair lending laws, and their current status under federal and state law, especially with regard to disparate impact liabilityArticulate the types of fair lending claims that have been asserted in the consumer finance industry in the pastRecognize the areas in a financial services operation where discrimination risks can occurEvaluate how lending institutions are using AI tools when making lending decisions and detecting fraudAppreciate the objectives of the federal regulators’ inquiries into “debanking,” and the risks that these inquiries pose to financial institutionsSpeakers: Stephen Hayes, Shennan Kavanagh, Olivia Kelman, Christopher J. WillisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Consumer Financial Protection Bureau, Small Business Lending Under the Equal Credit Opportunity Act (Regulation B), 17 CFR Part 1002, Dkt. No. CFPB-2025-0040, 90 Fed. Reg. 50952, No. 217 (November 13, 2025)Christopher J. WillisConsumer Financial Protection Bureau, Proposed Rule Amending Provisions of the Equal Credit Opportunity Act (Regulation B) Related to Disparate Impact, 12 CFR Part 1002, Dkt. No. CFPB-2025-0039, 90 Fed. Reg. 50901, No. 217 (November 13, 2025)Christopher J. WillisU.S. Department of Housing and Urban Development, Memorandum for Office of Fair Housing and Equal Opportunity, et al., From John Gibbs, Principal Deputy Assistant Secretary for Fair Housing and Equal Opportunity, Re: Notice of the Withdrawal of FHEO Guidance Documents (September 17, 2025)Christopher J. WillisU.S. Department of Housing and Urban Development, Memorandum for Office of Fair Housing and Equal Opportunity Headquarters Staff, et al., Re: Fair Housing Act Enforcement and Prioritization of Resources (September 16, 2025)Christopher J. WillisRedlined Document Identifying Changes to FDIC Consumer Compliance Examination Manual, Section IV. Fair Lending—Fair Lending Laws and Regulations (August 2025)Christopher J. WillisPresidential Documents, Restoring Equality of Opportunity and Meritocracy, Executive Order 14281, 90 Fed. Reg. 17537, No. 80 (April 23, 2025)Christopher J. WillisMemorandum to CFPB Staff from Mark R. Paoletta, Chief Legal Officer, Re: 2025 Supervision and Enforcement Priorities (April 16, 2025)Christopher J. WillisU.S. Department of Justice, Civil Rights Division, The Justice Department’s 2023 Annual Report to Congress on Fair Lending (December 2024)Christopher J. WillisOffice of the Comptroller of the Currency, Comptroller’s Handbook, Consumer Compliance, Fair Lending Version 1.0 (January 2023)Christopher J. WillisOffice of the Comptroller of the Currency, Federal Deposit Insurance Corporation, Federal Reserve Board, Office of Thrift Supervision, National Credit Union Administration, Interagency Fair Lending Examination ProceduresChristopher J. WillisPresentation MaterialFair Lending: Fundamentals and Common Areas of ApplicationStephen F. Hayes, Shennan Kavanagh, Olivia Kelman, Christopher J. Willis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461576 461576 98 G5033 1:01:10 https://www.pli.edu/programs/consumer-financial-services-fundamentals/461591?tCode=WTC5_RSS01 Consumer finance Financial products Financial services Practice skills (Banking and finance) Regulation, compliance, and enforcement (Banking and finance) Taken from the Web Program Recorded March 12 - 13, 2026 in New YorkThe Role of State Regulators in Enforcing State Consumer Finance Laws [01:15:56]Every state in the country has consumer financial services laws, ranging from licensing and registration requirements applicable to participants in the market to substantive regulation of the terms of credit and the conduct of financial services providers. And there are state financial services regulators and state attorneys general responsible for applying these laws to the industry. After completing this session, participants will be able to:Understand the types of state laws applicable to the consumer finance industry that are regularly the subject of state enforcementRecognize activities that may trigger licensing requirements for various products and activities under state lawsArticulate the supervisory and enforcement authority of state financial services regulators and state attorneys generalSpeakers: Jane Azia, Laura K. Clinton, Martha Upton Fulford, Erin WitteThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Appeal from the United States District Court for the District of Colorado (D.C. No. 1:24CV 00812 DDD – KAS), National Association of Industrial Bankers, et al. v. Weiser, No. 24-1293 (10th Cir. 2025)Martha Upton FulfordNews from Colorado Attorney General Phil Weiser, Attorney General Weiser Secures Settlement with a Private Education Lender over Deceptive Student Loan Practices (November 7, 2025)Martha Upton FulfordNews from Colorado Attorney General Phil Weiser, Collection Company TrueAccord Settles with Colorado Attorney General’s Office over Illegally Collecting on High-Interest Debt (January 16, 2024)Martha Upton FulfordList of Recent Enforcement Actions by the New York Attorney General (December 2025)Jane M. AziaPresentation MaterialAttorney General Phil Weiser, PetSmart reach settlementMartha Upton FulfordNY AG Links to Relevant Press ReleasesJane M. AziaSecuring relief for Colorado GAP borrowersMartha Upton FulfordState of Colorado v. GreystarMartha Upton FulfordWA AG Links to Relevant Press ReleasesLaura K. Clinton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461591 461591 98 G5033 1:15:56 https://www.pli.edu/programs/consumer-financial-services-fundamentals/461594?tCode=WTC5_RSS01 Consumer finance Financial products Financial services Practice skills (Banking and finance) Regulation, compliance, and enforcement (Banking and finance) Taken from the Web Program Recorded March 12 - 13, 2026 in New YorkFederal Laws, and the Regulators Responsible for Them in 2026 [01:01:07]There are many federal laws that impact the consumer finance industry, and those laws have developed over the past 50 years into an overlapping and sometimes confusing picture. This panel will provide an overview of federal laws and regulations covering consumer financial services and the roles of the various federal regulators in enforcing them. After completing this session, participants will be able to:Identify the major federal laws that apply to consumer financial products and servicesUnderstand the authority and roles of federal regulatory agencies related to consumer financial servicesRecognize the work of the federal regulators in the industrySpeakers: Victoria Dorfman, Malini Mithal, Nefretete A. Smith, Christopher J. WillisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Library of Congress, Research Guides, This Month in Business History, Federal Deposit Insurance Corporation (FDIC) Established (Updated August 2023)Christopher J. WillisU.S. Department of the Treasury, Office of the Comptroller of the Currency (OCC) Overview (2022)Christopher J. WillisFederal Regulators Panel Materials—PLI CFS Fundamentals 2026Christopher J. Willis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461594 461594 98 G5033 1:01:49 https://www.pli.edu/programs/consumer-financial-services-fundamentals/461579?tCode=WTC5_RSS01 Consumer finance Auto loans Student loans Mortgage loans Financial services litigation Taken from the Web Program Recorded March 12 - 13, 2026 in New YorkCredit Reporting: Risks, Regulation and Litigation [01:01:39]Credit reporting is a necessary and valuable part of the consumer financial services ecosystem, but is also subject to significant litigation and criticism from regulators. After completing this session, participants will be able to:Describe the major players involved in providing information for consumer reports, assembling those reports, and then using them for credit-related purposesUnderstand the federal and state laws that apply to consumer reportingAnalyze current trends in consumer credit reporting in the student loan, credit card, auto finance and mortgage contextsSpeakers: Joe Gentilcore, Michelle Macartney, Dan SmithThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Consumer Financial Protection Bureau, Interpretive Rule, Fair Credit Reporting Act; Preemption of State Laws, 12 CFR Part 1022, 90 Fed. Reg. 48710, No. 206 (October 28, 2025)Michelle L. MacartneyBureau of Consumer Financial Protection, Interpretive Rule, The Fair Credit Reporting Act’s Limited Preemption of State Laws, 12 CFR Part 1022 (June 2022)Michelle L. MacartneyBridgeforce, A Consumer Reporting Risk Management FrameworkMichelle L. MacartneyBridgeforce, FCRA Requirements Checklist, For Credit Data Furnishers & LendersMichelle L. MacartneyFederal Trade Commission, 40 Years of Experience with the Fair Credit Reporting Act, An FTC Staff Report with Summary of Interpretations (July 2011)Michelle L. MacartneyPresentation MaterialCredit Reporting Risks, Regulation and LitigationJoseph Gentilcore, Michelle L. Macartney, Dan Smith Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461579 461579 98 G5033 1:02:21 https://www.pli.edu/programs/consumer-financial-services-fundamentals/461585?tCode=WTC5_RSS01 Cash management Consumer finance Retail banks Money markets Financial services litigation Taken from the Web Program Recorded March 12 - 13, 2026 in New YorkThe Basics of Consumer Banking 2026: Deposit Accounts and Related Bank Products [01:01:03]Deposit accounts are important products with their own unique sets of laws, rules and regulations. After completing this session, participants will be able to:Identify the laws and regulations related to deposit accounts, and what they requireUnderstand litigation and regulatory activity related to electronic funds transfers and overdraft feesUnderstand the interplay between the UCC and EFTASpeakers: Christopher L. Filburn, Christopher R. FredrichThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Memorandum and Order, People of the State of New York v. Citibank, N.A., No. 24-CV-659 (JPO) (S.D.N.Y. 2025)Christopher R. FredrichBrief of Amici Curiae The Clearning House Association L.L.C., The Bank Policy Institute, The American Bankers Association, The New York Bankers Association, America’s Credit Unions, and the New York Credit Union Association in Support of Defendant’s Motion to Certify the Court’s January 21, 2025 Order for Interlocutory Appeal, People of the State of New York v. Citibank, N.A., Civil Action No. 1:24-cv-00659-JPO (S.D.N.Y. 2025)Christopher R. FredrichOpinion and Order, People of the State of New York v. Citibank, N.A., No. 1:24-cv-00659-JPO (S.D.N.Y. 2025)Christopher R. FredrichPresentation MaterialThe Basics of Consumer Banking: Deposit Accounts and Related Bank ProductsChristopher L. Filburn, Christopher R. Fredrich, Matthew Loker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461585 461585 98 G5033 1:01:03 https://www.pli.edu/programs/advanced-copyright-law/461311?tCode=WTC5_RSS01 Intellectual property Copyright Copyright litigation Taken from the Web Program Recorded March 11, 2026 in New YorkKey Copyright Cases and Developments Update [01:01:59]After completing this session, participants will be able to:Review the most important case law of the last yearDiscuss AI’s impact on copyright lawAssess the latest legislative developments in copyrightUpdate on the Copyright Claims BoardLindsay AllenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Linda Steinman, Carl Mazurek, Jesse Feitel, Alison Schary, Claire Leonard, Meredith Santana, and Philip Golodetz, Is “Transformative Fair Use” Being Transformed? (January 1, 2026)Linda SteinmanPresentation MaterialArticle: Key Copyright Cases and Developments UpdateLindsay B. AllenPowerPoint: Key Copyright Cases and Developments UpdateLindsay B. Allen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461311 461311 98 G3101 1:02:41 https://www.pli.edu/programs/advanced-copyright-law/461326?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Technology Taken from the Web Program Recorded March 11, 2026 in New YorkInternational Copyright Law Developments [01:06:24]After completing this session, participants will be able to:Discuss key international treaties, conventions and bilateral agreementsExplain cross-border jurisdiction and choice of law (ownership, infringement); jurisdiction and recovery in the U.S. for foreign infringing actsUnderstand termination of transfers in an international context; learn the meaning of Section 203(b)(5) termination exclusion of “rights arising under any … foreign laws”Review recent developments of cross-border significanceJoshua GraubartThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vetter v. Resnik, No. 25-30108 (5th Cir. 2026)Joshua GraubartRuling, Vetter v. Resnik, No. 23-1369-SDD-EWD (M.D. La. 2024)Joshua GraubartLinda Steinman, Carl Mazurek, Jesse Feitel, Alison Schary, Claire Leonard, Meredith Santana, and Philip Golodetz, Is “Transformative Fair Use” Being Transformed? (January 1, 2026)Linda SteinmanPresentation MaterialArticle: A Multiplicity of Copyrights? Vetter v. Resnik and the Nature of Cross-Border CopyrightJoshua GraubartPowerPoint: International Copyright Law DevelopmentsJoshua Graubart Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461326 461326 98 G3101 1:06:24 https://www.pli.edu/programs/advanced-copyright-law/461317?tCode=WTC5_RSS01 Intellectual property Copyright Taken from the Web Program Recorded March 11, 2026 in New YorkDigital Millennium Copyright Act (DMCA) – Basics and Updates [01:00:59]After completing this session, participants will be able to:Summarize safe harbor eligibility qualifications: Storage vs. "mere conduit" ISPsAssess repeat infringer policiesExplain knowledge requirement standards (actual, red flag); takedown notices (effectiveness?)Identify key takeaways from Copyright Office DMCA Report: resetting the balance between owners and service providersExamine proposals for reformIdentify judicial trends in applying the statueLateef MtimaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Linda Steinman, Carl Mazurek, Jesse Feitel, Alison Schary, Claire Leonard, Meredith Santana, and Philip Golodetz, Is “Transformative Fair Use” Being Transformed? (January 1, 2026)Linda SteinmanFrom Safe Harbors to Circumventing Technology Blockades: Navigating the Digital Millennium Copyright ActLateef MtimaPresentation MaterialPowerPoint: Digital Millennium Copyright Act (DMCA) – Basics and UpdatesLateef Mtima Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461317 461317 98 G3101 1:00:59 https://www.pli.edu/programs/advanced-copyright-law/461314?tCode=WTC5_RSS01 Music Music publishing Intellectual property licensing License terms (Intellectual property) Copyright Taken from the Web Program Recorded March 11, 2026 in New YorkCopyright Law Developments in the Entertainment Industry [01:00:04]After completing this session, participants will be able to:Review the implementation of the Music Modernization ActUnderstanding Section 203 & 304 terminations recent case law Involving Recording contracts/master rights and music publishing rightsUnderstand samples/clearances in music lawUnderstand royalties in music lawJoshua G. Graubart, Lita Rosario RichardsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Linda Steinman, Carl Mazurek, Jesse Feitel, Alison Schary, Claire Leonard, Meredith Santana, and Philip Golodetz, Is “Transformative Fair Use” Being Transformed? (January 1, 2026)Linda SteinmanPresentation MaterialPowerPoint: Copyright Law Developments in the Entertainment IndustryLita Rosario Richardson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461314 461314 98 G3101 1:00:04 https://www.pli.edu/programs/advanced-copyright-law/461320?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Fair use Taken from the Web Program Recorded March 11, 2026 in New YorkCopyright Fair Use Doctrine Update [01:00:19]After completing this session, participants will be able to:Discuss the continuing evolution of the fair use doctrineUnderstanding the fair use questions with generative AI, including training and outputUnderstand other key recent fair use casesLinda SteinmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Linda Steinman, Carl Mazurek, Jesse Feitel, Alison Schary, Claire Leonard, Meredith Santana, and Philip Golodetz, Is “Transformative Fair Use” Being Transformed? (January 1, 2026)Linda SteinmanPresentation MaterialPowerPoint: Copyright Fair Use Doctrine UpdateLinda Steinman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461320 461320 98 G3101 1:01:01 https://www.pli.edu/programs/advanced-copyright-law/461323?tCode=WTC5_RSS01 Copyright Copyright litigation Copyright registration Litigation Taken from the Web Program Recorded March 11, 2026 in New YorkCopyright Registration Litigation – Practical Considerations [01:01:09]After completing this session, participants will be able to:Determine when to register copyrightsReview the benefits of copyright registrationIdentify the consequences of Inaccurate Information in Registration CertificatesOutline the scope of copyright registrationsNavigate registering AI-created worksMary MazzelloThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Linda Steinman, Carl Mazurek, Jesse Feitel, Alison Schary, Claire Leonard, Meredith Santana, and Philip Golodetz, Is “Transformative Fair Use” Being Transformed? (January 1, 2026)Linda SteinmanPresentation MaterialPowerPoint: Copyright Registration Litigation – Practical ConsiderationsMary Mazzello Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461323 461323 98 G3101 1:01:09 https://www.pli.edu/programs/hot-topics-in-state-and-local-tax/461334?tCode=WTC5_RSS01 Tax SALT Sales taxes Tax planning and strategy Taken from the Web Program Recorded March 11, 2026 in New YorkCross-Country Tour of State and Local Tax Hot Topics [01:02:14]This session will provide an overview of the key state/local developments from across the country. Some of these developments include the assertion by many states to use look-through sourcing for sales factor purposes, the new Washington sales tax on advertising, and several other key state/local tax developments. After completing this session, participants will be able to:Understand key state/local tax concepts related to multi-state hot topicsAdvise stakeholders on the state/local tax issues addressed that may be relevant to their businessMatthew A. Musano, Kathleen QuinnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:GILTI Is No Longer GILTI. How Will That Affect States? (August 4, 2025)Alysse McLoughlin,Kathleen M. QuinnPennsylvania Supreme Court Strikes Down Pittsburgh’s “Jock Tax” on Nonresident PerformersMatthew MusanoSALT Implications of the One Big, Beautiful Bill ActMatthew MusanoA Decade After Tax Reform, New York City Proposes New Business Corporation Tax RegulationsMatthew MusanoPresentation MaterialCross-Country Tour of State and Local Tax Hot TopicsMatthew A. Musano, Kathleen Quinn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461334 461334 98 G3152 1:02:56 https://www.pli.edu/programs/hot-topics-in-state-and-local-tax/461340?tCode=WTC5_RSS01 Tax Income tax SALT Tax planning and strategy Taken from the Web Program Recorded March 11, 2026 in New YorkState and Local Tax Changes – The Impact of OB3 and Future Elections [01:05:32]This panel will highlight the primary provisions of OB3 and review state tax changes since its enactment. The panel will also discuss the impacts of OB3 on state fiscal budgets and state tax policy and consider the potential impacts of future election results on these areas. Upon completing this session, participants will be able to:Identify the state/local income tax impacts of OB3Assess the potential state tax policy impacts of future electionsFerdinand Hogroian, David C. SawyerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:EY Alert, No. 2025-2032, California Updates General Date Conformity to Internal Revenue Code While Continuing to Decouple from Significant Federal Provision (October 7, 2025)David C. SawyerEY Alert, No. 2025-2403, Pennsylvania Budget Bill Decouples from Select OBBBA Provisions (December 2, 2025)David C. SawyerEY Alert, No. 2025-2021, California Governor Signs Bill to Exclude Refund Payments for Specified Federal Environmental Credits from Gross Income for 2026–2030 (October 6, 2025)David C. SawyerEY Alert, No. 2025-2365, Iowa Department of Revenue Announces Changes to Treatment of IRC Section 951A Income After OBBBA (November 25, 2025)David C. SawyerEY Alert, No. 2025-1374, Illinois Governor Signs Tax Bill That Impacts Income and Sales and Use Taxes, Sports Betting and Tax Incentives (June 27, 2025)David C. SawyerEY Alert, No. 2025-2409, District of Columbia Enacts Emergency Bill to Decouple from Select OBBBA Provisions (December 3, 2025)David C. SawyerEY Alert, No. 2025-1487, Final Federal Reconciliation Legislation Has State Income Tax Implications (July 15, 2025)David C. SawyerEY Alert, No. 2025-1788, Colorado Enacts Tax Changes Impacting Businesses and Individuals During Special Legislative Session (September 3, 2025)David C. SawyerEY Alert, No. 2025-2077, Michigan Updates IRC Conformity, Decouples from Select OBBBA Provisions (October 14, 2025)David C. SawyerPresentation MaterialState and Local Tax Changes – The Impact of OB3 and Future ElectionsFerdinand Hogroian, David C. Sawyer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461340 461340 98 G3152 1:05:32 https://www.pli.edu/programs/hot-topics-in-state-and-local-tax/461337?tCode=WTC5_RSS01 Tax Income tax SALT Tax credits Tax planning and strategy Taken from the Web Program Recorded March 11, 2026 in New YorkThe Impact of Tariffs on State/Local Tax Policy [00:59:52]This discussion will focus on the impacts that tariffs have had on supply chain and operating models and the resulting consequences and considerations for the domestic tax profile, including state income tax, sales and use tax, property tax, and credits and incentives. The state tax considerations and opportunities arising from transactions to mitigate the impact of tariffs will also be explored. After completing this session, participants will be able to:Understand the current landscape of tariff policy and the primary impact on supply chain and operating models as well as the secondary impact on a company’s state/local tax profileIdentify the challenges and opportunities that arise from the changes in tariffs and transactions designed to mitigate their impactLynlee Brown, Austin T. DailThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:EY Alert, No. 2025-2530, U.S. Court of International Trade Clarifies Refund Pathway for IEEPA Tariffs, Denies Preliminary Injunction in IEEPA-Related Refund Case (December 16, 2025)Lynee BrownPresentation MaterialTariffs and Their Impacts on State and Local TaxesLynlee Brown, Austin T. Dail, Bruce Shanks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461337 461337 98 G3152 0:59:52 https://www.pli.edu/programs/practical-guide-to-the-consolidated-tax-return-regulations/461362?tCode=WTC5_RSS01 Tax Consolidated tax returns Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded March 10 - 11, 2026 in New YorkIntercompany Transactions (Part 2) – Acceleration Rule, Member Stock, and Special Rules [01:01:00]This session will continue to explore more advanced topics in the consolidated return rules for intercompany transactions. After completing this session, participants will be able to:Apply the -13(d) acceleration ruleRecognize intercompany Section 301 distributions with respect to the stock of membersUnderstand the consequences of deferred gain or loss with respect to the stock of membersIdentify predecessor and successor persons and assets for purposes of applying the intercompany transaction rulesModerator: Matthew E. GareauJeremy N. Aron-Dine, William R. McCanless, Olivia Ley OrobonaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Intercompany Transaction Regulations: An Overview Outline (February 28, 2024)Andrew J. Dubroff,Matthew E. Gareau,Brian A. Peabody,Kristie WithrowPresentation MaterialIntercompany Transactions (Part 2)Jeremy N. Aron-Dine, Matthew E. Gareau, William R. McCanless, Olivia Ley Orobona Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461362 461362 98 G4258 1:01:00 https://www.pli.edu/programs/practical-guide-to-the-consolidated-tax-return-regulations/461353?tCode=WTC5_RSS01 Tax Consolidated tax returns Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded March 10 - 11, 2026 in New YorkConsolidated Tax Attributes (Part 2) – The Basics of Consolidated Section 382 and SRLY [00:58:50]This panel will continue to provide an overview of consolidated tax attributes. After completing this session, participants will be able to:Understand the special consolidated return rules applicable to Section 382Apply the consolidated Section 382/SRLY overlap ruleIdentify cases where SRLY remains applicable, and calculate the SRLY limitationModerator: Bryan P. CollinsRobert H. Liquerman, William R. Pauls, Todd B. ReinsteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Consolidated Section 382 Rules (February 19, 2021)Bryan P. Collins,Stuart J. Goldring,Mark R. HoffenbergPresentation MaterialConsolidated Tax Attributes: The Basics of Consolidated Section 382 and Separate Return Limitation Year PrinciplesBryan P. Collins, Robert H. Liquerman, William R. Pauls, Todd B. Reinstein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461353 461353 98 G4258 0:59:32 https://www.pli.edu/programs/practical-guide-to-the-consolidated-tax-return-regulations/461344?tCode=WTC5_RSS01 Tax Consolidated tax returns Unified loss rules Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded March 10 - 11, 2026 in New YorkOverview of Consolidated Return Issues on the Disposition of Stock of Members of a Consolidated Group – The Unified Loss Rules [01:16:03]This panel will provide an overview of the unified loss rules and explore other issues related to the disposition of stock of members of a consolidated group. After completing this session, participants will be able to:Apply the Section 1.1502-36 unified loss rules to a disposition of member stockRedetermine basis under the unified loss rulesMake a Section 1.1502-36(d)(6) electionDeduct worthless stock lossesBryan P. Collins, Matthew E. Gareau, Julie T. WangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Unified Loss Rule (January 22, 2024)Bryan P. CollinsA Survey of § 1.1502-36 (June 9, 2009)Don A. LeathermanPresentation MaterialOverview of the Unified Loss RulesBryan P. Collins, Matthew E. Gareau, Julie T. Wang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461344 461344 98 G4258 1:16:45 https://www.pli.edu/programs/practical-guide-to-the-consolidated-tax-return-regulations/461350?tCode=WTC5_RSS01 Tax Consolidated tax returns Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded March 10 - 11, 2026 in New YorkThe Investment Adjustment System – Purposes and Application [01:16:43]This presentation will explore the mechanics of consolidated return investment adjustments. After completing this session, participants will be able to:Describe the purpose of the investment adjustment rulesDetermine timing, amount, and allocation of basis adjustmentsUnderstand the anti-avoidance ruleIdentify TCJA-specific investment adjustment issuesModerator: Austin M. Diamond-JonesPetya V. Kirilova, Don A. Leatherman, Joseph M. PariThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York State Bar Association Report on Proposed Section 1502 Regulations Concerning Consolidated Return Basis Adjustments and Related Matters (cO-30-92), Report No. 770 (August 31, 1993)Austin M. Diamond-Jones,Katherine H. Zhang,Gregory A. Fairbanks,Todd B. ReinsteinPresentation MaterialThe Investment Adjustment System – Purposes and ApplicationAustin M. Diamond-Jones, Petya V. Kirilova, Don A. Leatherman, Joseph M. Pari Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461350 461350 98 G4258 1:17:25 https://www.pli.edu/programs/practical-guide-to-the-consolidated-tax-return-regulations/461371?tCode=WTC5_RSS01 Tax Consolidated tax returns Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded March 10 - 11, 2026 in New YorkIntroduction to Consolidated Principles and Definition of Affiliated Group [01:18:54]This session will provide an introduction to basic consolidated return theory and principles. After completing this session, participants will be able to:Summarize the benefits of filing a consolidated tax returnApply basic consolidated return theory and principlesDetermine eligibility to file a consolidated returnRecite the definition of an affiliated groupModerator: Julie T. WangWilliam D. Alexander, Marie C. Milnes-VasquezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Overview of Consolidated Groups—Base Requirements for an Affiliated Group and the Privilege to File a Consolidated ReturnGregory A. FairbanksPresentation MaterialIntroduction to Consolidated Principles and Definition of an Affiliated GroupWilliam D. Alexander, Marie C. Milnes-Vasquez, Julie T. Wang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461371 461371 98 G4258 1:19:36 https://www.pli.edu/programs/practical-guide-to-the-consolidated-tax-return-regulations/461356?tCode=WTC5_RSS01 Tax Consolidated tax returns Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded March 10 - 11, 2026 in New YorkConsolidated Tax Attributes (Part 1) – An Introduction to Consolidated Net Operating Losses (CNOLs) and Other Consolidated Tax Attributes, Including Section 163(j) Disallowed Interest Expense [01:01:32]This discussion will provide an overview of consolidated tax attributes. After completing this session, participants will be able to:Recognize a CNOL deductionDetermine when it is appropriate to carryback or carryforward a CNOLUnderstand the basic rules regarding consolidated return treatment of Section 163(j) disallowed interest expenseModerator: Marie C. Milnes-VasquezJohn B. Lovelace, Mark R. Hoffenberg, Brian A. PeabodyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York State Bar Association Report on Final and Proposed Section 163(j) Regulations, Report No. 1444 (November 2, 2020)Marie C. Milnes-VasquezUnited Dominion Industries, Inc. v. United States, 532 U.S. 822 (2001)Gregory A. FairbanksPresentation MaterialConsolidated Tax Attributes (Part 1) – An Introduction to Consolidated Net Operating Losses (CNOLs) and Other Consolidated Tax Attributes, Including Section 163(j) Disallowed Interest ExpenseMark R. Hoffenberg, John B. Lovelace, Marie C. Milnes-Vasquez, Brian A. Peabody Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461356 461356 98 G4258 1:01:32 https://www.pli.edu/programs/practical-guide-to-the-consolidated-tax-return-regulations/461365?tCode=WTC5_RSS01 Tax Consolidated tax returns Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded March 10 - 11, 2026 in New YorkIntercompany Transactions (Part 1) – Introduction and Matching Rule [01:01:04]This session will explore the consolidated return rules for intercompany transactions. After completing this session, participants will be able to:Identify and utilize the standard nomenclature of the intercompany transaction regulationsDistinguish between separate-entity and single-entity treatmentUnderstand the purpose of the intercompany transaction regulationsApply the -13(c) matching rule to determine the timing for taking intercompany and corresponding items into accountApply the attribute redetermination ruleModerator: Brian A. PeabodyBryan P. Collins, Alexandra West, Katherine H. ZhangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Intercompany Transaction Regulations: An Overview Outline (February 28, 2024)Andrew J. Dubroff,Matthew E. Gareau,Brian A. Peabody,Kristie WithrowPresentation MaterialIntercompany Transactions (Part I)Bryan P. Collins, Brian A. Peabody, Alexandra West, Katherine H. Zhang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461365 461365 98 G4258 1:01:04 https://www.pli.edu/programs/practical-guide-to-the-consolidated-tax-return-regulations/461347?tCode=WTC5_RSS01 Consolidated tax returns Regulation, compliance, and enforcement (Tax) Tax planning and strategy Taken from the Web Program Recorded March 10 - 11, 2026 in New YorkExcess Loss Accounts and Consolidated Earnings and Profits (E&P) Rules [00:57:41]This discussion will explore the mechanics of the excess loss account rules and consolidated E&P. After completing this session, participants will be able to:Understand how excess loss accounts are created, and their potential consequencesDescribe the circumstances that may give rise to excess loss account recapture, and how to eliminate an excess loss account without gain recognitionCalculate consolidated E&PModerator: Austin M. Diamond-JonesJustin Du Mouchel, Gregory A. Fairbanks, Mark A. SchneiderThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Excess Loss Accounts and Consolidated Earnings and Profits (E&P) Rules (March 12, 2025)Mark R. HoffenbergPresentation MaterialExcess Loss Accounts and Consolidated Earnings and Profits RulesAustin M. Diamond-Jones, Justin R. Du Mouchel, Gregory A. Fairbanks, Mark A. Schneider Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461347 461347 98 G4258 0:58:23 https://www.pli.edu/programs/practical-guide-to-the-consolidated-tax-return-regulations/461359?tCode=WTC5_RSS01 Tax returns Consolidated tax returns Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded March 10 - 11, 2026 in New YorkOverview of Consolidated Taxable Income, Including Allocation of Income Among Short Periods, End of Day and Next Day Rules, and Tax Return Due Dates [00:59:51]This panel will explore the calculation of consolidated taxable income, as well as special rules for allocating items to members entering and leaving consolidated groups. After completing this session, participants will be able to:Calculate separate taxable income and consolidated taxable incomeDistinguish between the closing of the books and ratable allocation methods for allocating the income of a member joining or leaving a consolidated groupUnderstand the difference between the end of the day and next day rulesDetermine tax return due dates for short period tax returns caused by a member joining or leaving a consolidated groupModerator: Austin M. Diamond-JonesTimothy A. Davis, Russell G. JonesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York State Bar Association Proposed Amendments to Treasury Regulations Section 1.1502-76, Report No. 1328 (August 20, 2015)Austin M. Diamond-Jones,Marie C. Milnes-VasquezPresentation MaterialOverview of Consolidated Taxable Income, Including Allocation of Income Among Short Periods, End of Day and Next Day Rules, and Tax Return Due DatesTimothy A. Davis, Austin M. Diamond-Jones, Russell G. Jones Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461359 461359 98 G4258 0:59:51 https://www.pli.edu/programs/practical-guide-to-the-consolidated-tax-return-regulations/461368?tCode=WTC5_RSS01 Tax Consolidated tax returns Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded March 10 - 11, 2026 in New YorkTransactions Affecting the Continuation of a Consolidated Group [00:59:23]This panel will analyze the different types of transactions that affect the continuation of a consolidated group. After completing this session, participants will be able to:Identify reverse acquisitions and their consequencesExplain the impact of internal restructuring transactions on the filing of a consolidated returnDiscuss the tax basis and earnings and profits (E&P) consequences of group continuation transactionsModerator: Matthew E. GareauBailey Anne Timmons, Jeffrey L. Vogel, Chengcheng ZhangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:KPMG Alert, Avoiding Late Returns When Corporations Are Acquired by a Consolidated Group (July 11, 2016)Deanna Walton Harris,Jeffrey L. VogelPresentation MaterialTransactions Affecting the Continuation of a Consolidated GroupMatthew E.. Gareau, Bailey Anne Timmons, Jeffrey L. Vogel, Chengcheng Zhang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461368 461368 98 G4258 1:00:05 https://www.pli.edu/programs/2025-circuit-court-decisions-shaping-securities-litigation/458135?tCode=WTC5_RSS01 Corporate law Litigation Class actions Securities litigation Securities and other financial products 2025 brought a series of key Circuit Court decisions that are reshaping the legal landscape for securities class actions across the country. This briefing will provide an overview of the most significant rulings, the reasoning behind them, and their potential impact on future securities class actions. Attendees will gain an understanding of the practical implications of these decisions for companies, directors and officers, and investors, including how these cases change the landscape for their disclosure duties and obligations. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458135 458135 98 G5629 1:02:16 https://www.pli.edu/programs/california-public-benefits/461135?tCode=WTC5_RSS01 Employment and labor Public benefits Litigation Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded March 6, 2026 in San FranciscoCalWORKs: Overview of Eligibility Criteria, Program Benefits, and Advocacy Strategies [01:01:42]The federal Temporary Assistance to Needy Families (TANF) program, known as CalWORKs in California, provides an essential but weakening safety net to California families with minor children. After completing this session, participants will be able to:Understand basic eligibility criteria and Welfare-to-Work requirements, and Time on Aid limits.Identify strategies to support clients receiving CalWORKs, including time extenders, child care and support services, and emergency or homeless assistance.Stephen Goldberg, Lena SilverThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Executive Summary, All County Letter (ACL) No. 21-125, Re: Revised CW 86 Agreement—Restricted Account Form to Reflect the Changes to the Property Limit Adopted in Accordance with Senate Bill (SB) 80 (Chapter 27, Statutes of 2019), State of California—Health and Human Services Agency, Department of Social Services (October 26, 2021)Stephen Goldberg,Lena SilverExecutive Summary, All County Letter No. 23-94, Re: California Work Opportunity and Responsibility to Kids (CalWORKs): Changes to Family Reunification Pursuant to Assembly Bill 135 (Chapter 85, Statutes of 2021), California Health & Human Services Agency, Department of Social Services (November 7, 2023)Stephen Goldberg,Lena SilverExecutive Summary, All County Letter No. 25-05, Re: California Work Opportunity and Responsibility to Kids: Family Reunification Frequently Asked Questions and Revised Notice of Action Message, California Health & Human Services Agency, Department of Social Services (January 7, 2025)Stephen Goldberg,Lena SilverExecutive Summary, All County Information Notice No. I-57-25, Re: Answers to Frequently Asked Questions for the California Work Opportunity and Responsibility to Kids (CalWORKs) Homeless Assistance Program, California Health & Human Services Agency, Department of Social Services (November 3, 2025)Stephen Goldberg,Lena SilverExecutive Summary, All County Letter No. 23-109, Re: Updated Guidance and Policy Reminders to Support Survivors of Domestic Abuse for the California Work Opportunity and Responsibility to Kids (CalWORKs) Program, California Health & Human Services Agency, Department of Social Services (December 29, 2023)Stephen Goldberg,Lena SilverCalWORKs: Overview of Eligibility Criteria, Program Benefits, and Advocacy Strategies (PowerPoint slides)Stephen Goldberg,Lena SilverPresentation MaterialCalWORKs: Overview of Eligibility Criteria, Program Benefits, and Advocacy Strategies (PowerPoint Slides)Stephen Goldberg, Lena Silver Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461135 461135 98 G3181 1:01:42 https://www.pli.edu/programs/california-public-benefits/461126?tCode=WTC5_RSS01 Public benefits Insurance Social Security Litigation Public interest law and pro bono Taken from the Web Program Recorded March 6, 2026 in San FranciscoSocial Security Disability Insurance, Supplemental Security Income, and CAPI [01:03:27]Social Security disability benefits, including Supplemental Security Income (SSI), help many Californians with disabilities to maintain housing stability and to access other services. California’s Cash Assistance Program for Immigrants (CAPI) provides similar benefits for immigrants who were made ineligible for SSI by the 1996 welfare reform due to their immigration status. After completing this session, participants will be able to:Identify the difference between SSI, CAPI, and SSDI programs.Grasp basic SSI and CAPI eligibility criteria.Identify post-eligibility issues that may arise.Joanna Parnes, Sarah ThompsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Appeals Council Brief, Bay Area Legal Aid (July 21, 2022)Joanna ParnesSample Social Security Disability GridsSarah Thompson,Joanna ParnesPolicy Interpretation Ruling—SSR 24-3p: Titles II and XVI: Use of Occupational Information and Vocational Specialist and Vocational Expert Evidence in Disability Determinations and Decisions, 89 Fed. Reg. 97158, No. 235 (January 6, 2025)Sarah Thompson,Joanna ParnesDisability Insurance—SSR 85-15: Titles II and XVI: Capability to Do Other Work—The Medical-Vocational Rules as a Framework for Evaluating Solely Nonexertional Impairments (January 14, 2016)Sarah Thompson,Joanna ParnesTitles II and XVI: Documenting and Evaluating Disability in Young Adults, 76 Fed. Reg. 56263, No. 176 (September 12, 2011)Sarah Thompson,Joanna ParnesPolicy Interpretation Ruling—SSR 13-1p: Titles II and XVI: Agency Processes for Addressing Allegations of Unfairness, Prejudice, Partiality, Bias, Misconduct, or Discrimination by Administrative Law Judges (ALJs), 78 Fed. Reg. 6168, No. 19 (January 29, 2013)Sarah Thompson,Joanna ParnesPolicy Interpretation Ruling—SSR 13-2p: Titles II And XVI: Evaluating Cases Involving Drug Addiction and Alcoholism (DAA), 78 Fed. Reg. 11939, No. 34 (February 20, 2013)Sarah Thompson,Joanna ParnesFact Sheet: Appointed Representative Guide to Requesting Appeals Council Review (November 2012)Sarah Thompson,Joanna ParnesSupplemental Rules for Social Security Actions Under 42 U.S.C. § 405(g)Sarah Thompson,Joanna ParnesComplaint for Judicial Review of Decision of Commissioner of Social Security (Administrative Procedure Act Case) TemplateSarah Thompson,Joanna ParnesSample Fee Agreement and Assignment of Fees Under the Equal Access to Justice Act, Bay Area Legal AidJoanna Parnes[Form] Application to Proceed in Forma Pauperis (Non-prisoner cases only)Sarah Thompson,Joanna ParnesPolicy Interpretation Ruling—SSR 11-1p: Titles II and XVI: Procedures for Handling Requests to File Subsequent Applications for Disability Benefits, 76 Fed. Reg. 45309, No. 145 (July 28, 2011)Sarah Thompson,Joanna ParnesEnsuring Program Uniformity at the Hearing and Appeals Council Levels of the Administrative Review Process, 81 Fed. Reg. 90987, No. 242 (December 16, 2016)Sarah Thompson,Joanna ParnesMedical Records Coversheet Template, Bay Area Legal AidJoanna ParnesRules of Conduct and Standards of Responsibility for Appointed Representatives, 83 Fed. Reg. 30849, No. 127 (July 2, 2018)Sarah Thompson,Joanna ParnesSample Hearing Brief 1, Homeless Action Center (January 6, 2023)Sarah ThompsonSample Hearing Brief 2, Homeless Action Center (January 6, 2023)Sarah ThompsonSample Plaintiff’s Brief in Support of Reversal of the Decision of the Commissioner and Remand Pursuant to 42 U.S.C. 405(g), Homeless Action Center (April 26, 2021)Sarah ThompsonSample Plaintiff’s Reply to Commissioner’s Brief, Homeless Action Center (July 20, 2021)Sarah ThompsonPresentation MaterialSocial Security Disability Insurance, Supplemental Security Income, and CAPI (PowerPoint Slides)Joanna Parnes, Sarah Thompson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461126 461126 98 G3181 1:03:27 https://www.pli.edu/programs/california-public-benefits/461141?tCode=WTC5_RSS01 Public benefits Supplemental Nutrition Assistance Program Health care Litigation Public interest law and pro bono Taken from the Web Program Recorded March 6, 2026 in San FranciscoCalFresh: Overview of Eligibility Criteria, Program Benefits, and Advocacy Strategies [01:04:21]The federal Supplemental Nutrition Assistance Program (SNAP), formerly known as Food Stamps, and called CalFresh in California, provides assistance to individuals and households to meet their basic nutritional needs. After completing this session, participants will be able to:Understand SNAP eligibility criteria and program benefits, the Able-Bodied Adults Without Dependents (ABAWD) rule, and immigrant eligibility.Identify common issues that result in state hearings.Kristen Dooley, Lauren HansenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:CalFresh Exemption Screening Regarding Time LimitsLauren HansenCalFresh Work Rules Screening Flow ChartLauren HansenCalFresh for Nonminor Dependents (NMDs) and Youth Exiting Foster Care: A Fact Sheet for Advocates, Youth Law Center, Public Interest Law Project (Updated January 5, 2026)Lauren HansenExecutive Summary, All County Information Notice No. I-46-25, Re: CalFresh Cost-of-Living Adjustments Effective October 1, 2025, California Health & Human Services Agency—Department of Social Services (September 3, 2025)Lauren HansenFood4All: Ending Exclusions to Food Access, California Immigrant Policy Center, Nourish CaliforniaLauren HansenJ. Anderson, County Public Benefits Phone Systems in California: Creating a More Dignified CalFresh Experience, University of California, Berkeley, Goldman School of Public Policy (May 2024)Lauren HansenCalFresh: Overview of Eligibility Criteria, Program Benefits, and Advocacy Strategies (PowerPoint slides)Kristen Dooley,Lauren HansenPresentation MaterialCalFresh: Overview of Eligibility Criteria, Program Benefits, and Advocacy Strategies (PowerPoint Slides)Kristen Dooley, Lauren Hansen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461141 461141 98 G3181 1:04:21 https://www.pli.edu/programs/california-public-benefits/461129?tCode=WTC5_RSS01 Public benefits Health care Immigration and naturalization Litigation Public interest law and pro bono Taken from the Web Program Recorded March 6, 2026 in San FranciscoImmigrant Access to Public Benefits [01:15:19]Many noncitizens are eligible for public benefits in California. This session covers issues that arise for noncitizens attempting to access public benefits in California and how new law, policies, and regulations impact eligibility and access to benefits for noncitizen Californians. After completing this session, participants will be able to:Distinguish between different types of public benefits available to noncitizens;Identify barriers to accessing public benefits noncitizens may experience; andUnderstand the way newly enacted legislation impacts immigrant access to benefits.Alexandra Gay, Lisa NewstromThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cash Assistance Program for Immigrants (CAPI) Flyer, Neighborhood Legal Services of Los Angeles CountyAlexandra GayPresentation MaterialImmigrant Access to Public Benefits (PowerPoint Slides)Alexandra Gay, Lisa Newstrom Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461129 461129 98 G3181 1:16:01 https://www.pli.edu/programs/california-public-benefits/461132?tCode=WTC5_RSS01 Public benefits Health care Health insurance Litigation Public interest law and pro bono Taken from the Web Program Recorded March 6, 2026 in San FranciscoHealth Care for Low-Income Californians: A Primer on Medi-Cal [01:00:36]Medi-Cal is a publicly funded health insurance program that covers many low-income individuals and families in California. After completing this session, participants will be able to:Understand Medi-Cal eligibility requirements, covered services, and due process rights.Issue spot common questions and problems related to Medi-Cal.Linda Nguy, Skyler RoselliniThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Skyler Rosellini and Alicia Emanuel, Medi-Cal Timeline: OBBBA and CA Budget Implementation Changes, National Health Law Program (September 19, 2025)Skyler RoselliniImmigrant Eligibility for Health Care Coverage in California Chart by Program, Health Consumer AllianceLinda Nguy,Skyler RoselliniImmigrant Eligibility for Health Care Coverage in California Chart by Status, Health Consumer AllianceLinda Nguy,Skyler RoselliniHealth Care Practice Tip: The Return of Medi-Cal Asset Limits, Western Center on Law & Poverty (December 11, 2025)Linda NguyAn Advocate’s Guide to Medi-Cal Services, National Health Law Program (December 2022)Skyler RoselliniPresentation MaterialHealth Care for Low-Income Californians: A Primer on Medi-Cal (PowerPoint Slides)Linda Nguy, Skyler Rosellini Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461132 461132 98 G3181 1:01:18 https://www.pli.edu/programs/california-public-benefits/461138?tCode=WTC5_RSS01 Indigent and low-income individuals Public benefits Litigation Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded March 6, 2026 in San FranciscoGeneral Assistance: Navigating The Patchwork of Program Rules and Common Hearing, Appeals, and Litigation Issues [01:00:14]General Assistance (GA), also known as Interim Assistance (federally) or General Relief (in some counties), provides a meager cash and/or in-kind benefit to indigent individuals in California who are not eligible for other cash benefits. GA is state mandated, but county funded and administered, resulting in a patchwork of different program rules. After completing this session, participants will be able to:Grasp common themes in GA programs.Identify common issues that result in hearings, appeals, and litigation.Jodie Berger, Palmer Buchholz, Jessica MarkThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Reported General Assistance Cases, Public Interest Law Project (Updated September 22, 2014)Palmer BuchholzCalifornia Statewide General Assistance (GA) and General Relief (GR) Advocacy (October 23, 2019)Palmer Buchholz,Jodie Berger,Jessica MarkGeneral Assistance: Navigating The Patchwork of Program Rules and Common Hearing, Appeals, and Litigation Issues (PowerPoint slides)Palmer Buchholz,Jodie Berger,Jessica MarkPresentation MaterialGeneral Assistance: Navigating The Patchwork of Program Rules and Common Hearing, Appeals, and Litigation Issues (PowerPoint Slides)Jodie Berger, Palmer Buchholz, Jessica Mark Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461138 461138 98 G3181 1:00:14 https://www.pli.edu/programs/erisa-plan-investments-in-financial-markets/461147?tCode=WTC5_RSS01 Assets (Employee benefit plans) Employer securities Regulation, compliance, and enforcement (Employee benefits) Fiduciary responsibility rules (Employee benefits) Investment fund management Taken from the Web Program Recorded March 6, 2026 in New YorkERISA Structuring Considerations for Commingled Investment Vehicles [01:32:26]This panel will review the basic ERISA rules relating to forming and operating different types of commingled funds (e.g., alternative funds, hedge funds, open-ended funds) that will have benefit plan investors. After attending this session, participants will be able to:Evaluate what ERISA “plan asset” exceptions are commonly applicable to different types of commingled vehiclesIdentify the different alternatives for structuring commingled funds to avoid ERISA “plan assets” status (e.g., VCOC, REOC), or ERISA fiduciary duties and responsibilities (e.g., hardwiring)Identify the basic VCOC and REOC requirementsDiscuss compliance considerations applicable to forming and operating “plan asset” fundsHRCI/SHRM credit for Human Resources ProfessionalsPanel Leader: Elizabeth L. DyerSpeakers: David M. Cohen, Christine S. Matott, Jennifer A. Neilsson The purchase price of this Web Program segment includes the following article from the Course Handbook available online:ERISA Investor Checklist for Investment in a Private FundElizabeth L. DyerPresentation MaterialERISA Plan Assets and ExceptionsElizabeth L. Dyer, Christine S. Matott, Jennifer A. Neilsson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461147 461147 98 G3269 1:32:26 https://www.pli.edu/programs/erisa-plan-investments-in-financial-markets/461153?tCode=WTC5_RSS01 Financial markets Futures contracts Derivatives Employee benefit plans Exemptions (Qualified professional asset manager) Taken from the Web Program Recorded March 6, 2026 in New YorkThe Basics of Derivatives and Other Financial Instruments [01:01:55]This panel will discuss ERISA considerations applicable to derivatives and other financial instruments. After attending this panel, participants will be able to:Analyze swaps, futures and forward contractsEvaluate repos, securities lending, stable value funds, treasuriesUnderstand the role of a clearing member and related considerationsExplore the impact of potential exemptions with respect to these financial instruments, such as QPAM, 408(b)(17)HRCI/SHRM credit for Human Resources ProfessionalsSpeakers: Elizabeth L. Dyer, Patricia Anne Kuhn, Steven W. RabitzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Glossary of Selected Basic Financial Institution Concepts: Relationship to ERISA and “Code” Plans (December 1, 2025)Steven W. RabitzNot Quite QPAMdemonium: DOL Issues Final Changes to the QPAM Exemption (April 8, 2024)Steven W. RabitzU.S. Department of Labor, Employee Benefits Security Administration, Amendment to Prohibited Transaction Class Exemption 84–14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption), 29 CFR Part 2550, 89 Fed. Reg. 23090, No. 65 (April 3, 2024)Steven W. RabitzU.S. Department of Labor, Advisory Opinion 2013-01A (February 7, 2013)Steven W. RabitzU.S. Department of Labor, Advisory Opinion 82-49A (September 21, 1982)Steven W. RabitzDerivatives and Other Financial Instruments: An Introduction and Selected Issues When Dealing with ERISA (PowerPoint slides)Elizabeth L. Dyer,Patricia Anne Kuhn,Steven W. RabitzPresentation MaterialThe Basics of Derivatives and Other Financial InstrumentsElizabeth L. Dyer, Patricia Anne Kuhn, Steven W. Rabitz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461153 461153 98 G3269 1:01:55 https://www.pli.edu/programs/erisa-plan-investments-in-financial-markets/461156?tCode=WTC5_RSS01 Employee benefit plans Practice skills (Employee benefits) Regulation, compliance, and enforcement (Employee benefits) Fiduciary responsibility rules (Employee benefits) Prohibited transactions (Employee benefits) Taken from the Web Program Recorded March 6, 2026 in New YorkLaying the Groundwork: Background and Application of ERISA [01:15:19]This panel will discuss fundamental ERISA terminology and principles. After participating in this panel, attendees will be able to:Understand the background and history of the ERISA’s implementationOrient oneself within ERISA’s fiduciary and “prohibited transaction” rulesEvaluate whether (or which) of the parties in a transaction are ERISA fiduciariesDiscuss the ERISA duties and responsibilities that apply to a fiduciary when investing ERISA plan assetsRecognize prohibited transactions and identify key prohibited transaction exemptionsHRCI/SHRM credit for Human Resources Professionals Speakers: Michael J. Albano, Elizabeth L. Dyer, Alan S. WilmitThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:ERISA Enacted in 1974—The Background and Application to the Financial CommunityMichael J. Albano,Elizabeth L. Dyer,Alan S. WilmitChart, ERISA 3(14)—Party in InterestMichael J. Albano,Elizabeth L. Dyer,Alan S. WilmitPresentation MaterialLaying the Groundwork: Background and Application of ERISAMichael J. Albano, Elizabeth L. Dyer, Alan S. Wilmit Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461156 461156 98 G3269 1:15:19 https://www.pli.edu/programs/erisa-plan-investments-in-financial-markets/461150?tCode=WTC5_RSS01 Employee benefit plans Practice skills (Employee benefits) Investment fund management Cryptocurrencies Bitcoin Taken from the Web Program Recorded March 6, 2026 in New YorkCase Study: Navigating Bitcoins and Other Virtual Currencies in ERISA Plan Investments In 2026 [00:59:45]This panel will use a case study to review the basics of virtual currencies and the ERISA issues raised when an ERISA plan invests in such currencies. After attending this session, participants will be able to:Describe how virtual currencies workIdentify the ERISA concerns raised by virtual currency investmentsExplain the current DOL guidance regarding ERISA plan investments in virtual currenciesHRCI/SHRM credit for Human Resources ProfessionalsIAPP Privacy credit for Privacy ProfessionalsPanel Leader: Linda J. HaynesSpeakers: Sarah Lowe, Arthur H. KohnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The White House, Fact Sheets, Fact Sheet: President Donald J. Trump Democratizes Access to Alternative Assets for 401(k) Investors (August 7, 2025)Arthur H. KohnDonald J. Trump, The White House, Executive Orders, Democratizing Access to Alternative Assets for 401(K) Investors (August 7, 2025)Sarah N. LoweU.S. Department of Labor, Employee Benefits Security Administration, Compliance Assistance Release No. 2025-01, 401(k) Plan Investments in “Cryptocurrencies” (May 28, 2025)Arthur H. KohnPresentation MaterialCase Study: Navigating Bitcoins and Other Virtual Currencies in ERISA Plan Investments In 2026Linda J. Haynes, Arthur H. Kohn, Sarah N. Lowe Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461150 461150 98 G3269 0:59:45 https://www.pli.edu/programs/erisa-plan-investments-in-financial-markets/461144?tCode=WTC5_RSS01 Employee benefit plans Assets (Employee benefit plans) Employer securities Practice skills (Employee benefits) Investment fund management Taken from the Web Program Recorded March 6, 2026 in New YorkAdditional Considerations Relating to Alternative Investment Vehicles and Recent DOL Developments Applicable to Investment Vehicles in 2026 and Recent Developments [01:30:55]This panel will review recent developments relevant for alternative investment vehicles and the basic ERISA issues raised by other types of vehicles that may have benefit plan investors. After attending this session, participants will be able to:Explore recent developments relevant for alternative investment vehiclesRecognize the potential ERISA considerations raised by investing in a variety of different investment vehicles including insurance company products (e.g., general accounts, insurance company pooled separate accounts, guaranteed benefit policy), bank collective trust funds and 81-100 group trustsIdentify the ERISA considerations when a plan purchases group annuity contractsExplore the effects of using offshore feeder funds and blockers and the ERISA considerations relating theretoHRCI/SHRM credit for Human Resources Professionals Speakers: Linda J. Haynes, Bibek Pandey, Erica L. RozowThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Jeremy I. Senderowicz, et al., Special Report: Trump Administration’s Executive Order to Facilitate Availability of Alternative Assets in Defined Contribution Plans: What Does It Mean?, Employee Benefit Plan Review, Vol. 79, No. 8 (October 2025)Bibek PandeySimpson Thacher & Bartlett LLP, Memorandum, President Orders Department of Labor and Securities and Exchange Commission to Democratize Access to Alternative Assets for 401(k) Plans (August 7, 2025)Erica L. RozowPresentation MaterialAdditional Considerations Relating to Alternative Investment Vehicles and Recent DOL Developments Applicable to Investment Vehicles in 2026 and Recent DevelopmentsBibek Pandey, Erica L. Rozow Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461144 461144 98 G3269 1:30:55 https://www.pli.edu/programs/private-placements-and-hybrid-securities-offerings/460948?tCode=WTC5_RSS01 Corporate finance Private placement Investment banks Insurance companies Securities offerings Taken from the Web Program Recorded March 5 - 6, 2026 in New YorkInstitutional Debt Private Placements (4(a)(2) Privates or “Insurance” Private Placements) [00:58:56]Law firm and investment bank professionals will discuss this distinct market. After completing this session, participants will be able to:Understand the typical role of investor’s counselUnderstand the diligence and documentation processDescribe basic covenantsDistinguish these deals from 144A dealsDiscuss the NAIC aspectsScott D. Ashton, Jamie Egbert, Nicole WindsorThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Anna T. Pinedo and James R. Tanenbaum, Ch. 18 Conducting Institutional “4(a)(2)” Private Debt Placements, Practising Law Institute, Exempt and Hybrid Securities Offerings (4th Ed.) (September 2022)Anna T. PinedoPresentation MaterialInstitutional Debt Private Placements (4(a)(2) Privates or “Insurance” Private Placements)Scott D. Ashton, Jamie Egbert, Nicole Windsor Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460948 460948 98 G3140 0:58:56 https://www.pli.edu/programs/private-placements-and-hybrid-securities-offerings/460955?tCode=WTC5_RSS01 Private placement Venture capital Securities offerings Taken from the Web Program Recorded March 5 - 6, 2026 in New YorkUndertaking a Venture Style Private Placement Transaction [01:01:41]Law firm professionals will discuss the steps in undertaking a private placement transaction. After completing this session, participants will be able to:Understand the principal negotiating considerations in these transactionsDraft securities purchase agreementsReview investors’ rights agreements, co-sale agreements, and registration rights agreementsPrepare offering materials and understand legal considerationsProvide legal opinions: matters to be covered; negotiating issuesYoichiro (Yokum) Taku, Charles E. TorresThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Anna T. Pinedo and James R. Tanenbaum, Ch. 14 Venture Private Placements, Practising Law Institute, Exempt and Hybrid Securities Offerings (4th Ed.) (September 2022)Anna T. PinedoPresentation MaterialUndertaking a Private Placement TransactionYoichiro Taku, Charles E. Torres Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460955 460955 98 G3140 1:01:41 https://www.pli.edu/programs/private-placements-and-hybrid-securities-offerings/460942?tCode=WTC5_RSS01 Equity lines of credit Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Equity instruments Securities offerings Taken from the Web Program Recorded March 5 - 6, 2026 in New YorkUnderstanding Equity Lines of Credit [01:04:00]Law firm and stock exchange legal professionals will discuss best practices for equity lines of credit. After completing this session, participants will be able to:Track market developmentsStructure an equity line of creditDifferentiate equity lines of credit from PIPE transactions and from private placementsFollow SEC guidance regarding equity lines of creditUnderstand broker-dealer status and equity lines of creditSpot Reg M issues and other compliance issuesRob Evans, Nikolai Utochkin, Drew ValentineThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Anna T. Pinedo and James R. Tanenbaum, Ch. 17:2.2 Equity Lines of Credit, Practising Law Institute, Exempt and Hybrid Securities Offerings (4th Ed.) (September 2022)Anna T. PinedoPresentation MaterialEquity Line Financings: Practical and Legal ConsiderationsRobert Evans III, Nikolai Utochkin, Drew Valentine Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460942 460942 98 G3140 1:04:00 https://www.pli.edu/programs/private-placements-and-hybrid-securities-offerings/460936?tCode=WTC5_RSS01 Private placement Placement agents (Financial services) Regulation, compliance, and enforcement (Securities and other financial products) Securities offerings Taken from the Web Program Recorded March 5 - 6, 2026 in New YorkRegistered Directs, Confidentially Marketed Public Offerings and At-the-Market Offerings [00:59:02]Law firm and in-house legal professionals will provide an overview of Registered Directs, CMPOs and ATM offerings. After completing this session, participants will be able to:Recall what a registered direct and a CMPO areDescribe wall crossing investors, confidentiality and non-disclosure issuesRecognize material nonpublic informationAddress compliance concerns for placement agents and underwritersUnderstand which issuers benefit from at-the-market offeringsMeet documentation requirements for ATMsRobert W. Downes, Michael D. Golden, Amara GossinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mayer Brown LLP, PIPE Transactions vs. Registered Direct Offerings ChartAnna T. PinedoMayer Brown LLP, What’s the Deal? Registered Direct Offerings (“RDOs”)Anna T. PinedoMayer Brown LLP, What’s the Deal? At-the-Market OfferingsAnna T. PinedoPresentation MaterialRegistered Directs, Confidentially Marketed Public Offerings and At-the-Market OfferingsRobert W. Downes, Michael D. Golden, Amara Gossin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460936 460936 98 G3140 0:59:02 https://www.pli.edu/programs/private-placements-and-hybrid-securities-offerings/460945?tCode=WTC5_RSS01 Corporate finance PIPEs Private placement Public companies Securities offerings Taken from the Web Program Recorded March 5 - 6, 2026 in New YorkPrivate Placement Transactions Undertaken by Public Companies, or PIPE Transactions [01:01:45]In-house and stock exchange legal professionals will discuss best practices for PIPE transactions. After completing this session, participants will be able to:Follow the market for these dealsKnow when a PIPE transaction makes senseUnderstand PIPE structuring issues: types of securities, registration rights, warrants, etc.Negotiate and document PIPE transactionsUnderstand the new NVCA form PIPE documents and how and when to use these formsComply with the stock exchange 20% RuleLori E. Arz, Craig Bergmann, Nikolai UtochkinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mayer Brown LLP, What’s the Deal? Private Investments in Public Equity (“PIPE”) TransactionsAnna T. PinedoAnna T. Pinedo, Brian Hirschberg and Ryan Castillo, Practical Guidance, Top 10 Practice Tips: PIPE Transactions by SPACsAnna T. PinedoAnna T. Pinedo and James R. Tanenbaum, PIPEline: Sponsor-Led PIPE Transactions in Volatile Markets, PLI Current, Vol. 4, No. 2 (2020)Anna T. PinedoPresentation MaterialPIPE TransactionsLori E. Arz, Craig Bergmann, Nikolai Utochkin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460945 460945 98 G3140 1:01:45 https://www.pli.edu/programs/private-placements-and-hybrid-securities-offerings/460964?tCode=WTC5_RSS01 Corporate finance Private placement Regulation, compliance, and enforcement (Securities and other financial products) Securities offerings Taken from the Web Program Recorded March 5 - 6, 2026 in New YorkRelying on Rule 506 and Other Private Placements Exemptions [01:16:24]Law firm professionals will provide an overview of private placements made in reliance on Section 4(a)(2), Rule 506(b), Rule 506(c), etc. After completing this session, participants will be able to:Recall when to rely on Section 4(a)(2) versus Rule 506(b)Distinguish Rule 506(b) versus Rule 506(c) offeringsUnderstand investor verification and amendments to the processComply with guidance from the SEC staff on general solicitation (C&DIs and no action letter guidance)Understand basic documentation in a Section 4(a)(2) or Reg D private placement transactionUnderstand Rule 701, review C&DIs relating to Rule 701; Amendment to Rule 701Jeb Byrne, Andrew Fabens, Andrew ThorpeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Bradley Berman, Gonzalo Go, and Anna T. Pinedo, Mayer Brown LLP, On Point, Bad Actor Disqualification Provisions of Regulation A, Regulation CF and Regulation DAnna T. PinedoMichele M. Anderson, et al., Latham & Watkins, Letter to SEC Division of Corporation Finance, Re:Request for Rule 506(c) Interpretative Guidance (March 6, 2025)Anna T. PinedoLiz Walsh, Mayer Brown LLP, Free Writings & Perspectives, Reiteration of Existing Principles-Based Guidance and Updated CDIs (March 21, 2025)Anna T. PinedoMayer Brown LLP, Legal Update, FINRA Releases Updated Guidance for Members Conducting Private Placements (May 30, 2023)Anna T. PinedoPresentation MaterialRelying on Rule 506 and Other Private Placements ExemptionsJeb Byrne, Andrew L. Fabens, Jennifer Zepralka Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460964 460964 98 G3140 1:17:06 https://www.pli.edu/programs/private-placements-and-hybrid-securities-offerings/460967?tCode=WTC5_RSS01 Corporate finance Private placement Regulation, compliance, and enforcement (Securities and other financial products) Securities offerings Taken from the Web Program Recorded March 5 - 6, 2026 in New YorkOverview of 4(a)(2) and Regulation D [01:01:12]Law firm professionals will provide an overview of Section 4(a)(2) and Regulation D. After completing this session, participants will be able to:Give a Section 4(a)(2) overviewUnderstand the basics of Regulation D and amendments to Regulation DRecognize bad actor disqualification and the consequencesTake practical steps to address bad actor disqualification diligence and certifications; obtain bad actor waiversRecall the accredited investor definition amendmentsConsider the potential changes to the accredited investor definitionJeb Byrne, David M. Lynn, Sara M. von Althann, Jennifer ZepralkaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mayer Brown LLP, Investor Status ChartAnna T. PinedoMayer Brown LLP, Deciding Among Exempt Offering AlternativesAnna T. PinedoBradley Berman, et al., Mayer Brown LLP, On Point, General Solicitation and General AdvertisingAnna T. PinedoMayer Brown LLP, Free Writings & Perspectives (2024)Anna T. PinedoPresentation MaterialOverview of 4(a)(2) and Regulation DJeb Byrne, David M. Lynn, Andrew D. Thorpe, Sara M. von AlthannWhat A Difference a Year Makes: A Review of the SEC’s Recent Public Company and Capital Raising ActionsDavid M. Lynn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460967 460967 98 G3140 1:01:12 https://www.pli.edu/programs/private-placements-and-hybrid-securities-offerings/460939?tCode=WTC5_RSS01 Corporate finance Private placement Debt securities Securities offerings Taken from the Web Program Recorded March 5 - 6, 2026 in New YorkRule 144A Offerings [01:02:20]Law firm and in-house legal professionals will provide an overview and comparison of Rule 144A offerings and 4(a)(2) debt private placements. After completing this session, participants will be able to:Recognize the conditions for safe harborDistinguish 144A for life dealsDistinguish 144A offerings for reporting issuersFollow the Amendments to QIB definitionAddress structuring and marketing considerationsDescribe documentation and settlement issuesFollow market practiceAdam Brenneman, Stuart D. Fishman, Alex M. Herman The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mayer Brown LLP, Rule 144A Debt Offering vs. 4(a)(2) Debt Placement ChartAnna T. PinedoMayer Brown LLP, What’s the Deal? Rule 144A OfferingsAnna T. PinedoPresentation MaterialRule 144A OfferingsAdam Brenneman, Stuart D. Fishman, Alex M. Herman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460939 460939 98 G3140 1:03:02 https://www.pli.edu/programs/private-placements-and-hybrid-securities-offerings/460958?tCode=WTC5_RSS01 Private placement Private companies Registration statements (Securities filings and financial statements) Securities offerings Taken from the Web Program Recorded March 5 - 6, 2026 in New YorkResales of Restricted Securities; Secondary Sales of Securities of Privately Held Companies [01:01:14]Law firm and stock exchange professionals will discuss resales of restricted securities and secondary sales. After completing this session, participants will be able to:Provide a Rule 144 overview and satisfy Rule 144 conditionsDiscuss electronic filing of Form 144 and issues posed by electronic filing requirementHandle tacking issues under Rule 144Distinguish Section 4(1-1/2) versus Section 4(a)(7)Document a Section 4(1-1/2) transactionUnderstand benefits associated with block trades or sales under Rule 144 versus sales made pursuant to a resale registration statement; discuss trade reporting issuesAddress legal opinions on lifting legends in Rule 144 sales and in PIPE transactionsUnderstand liquidity opportunities for existing security holders and the key considerations for transaction executionList disclosure and legal considerations for secondary sales of privately held company stockKevin Gsell, Raphael M. Russo, Andrew D. ThorpeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Anna T. Pinedo and Bradley Berman, Resales of Restricted and Control Securities in the U.S., Capital Markets (Equity URL) Global Guide 2021Anna T. PinedoJames A. Matarese, Ettore A. Santucci, Mark H. Burnett, Securities Act Legend Removal Requests in PIPE Transactions (July 20, 2023)Anna T. PinedoMayer Brown LLP, Recap of Rule 144 ChartAnna T. PinedoPresentation MaterialResales of Restricted Securities; Secondary Sales of Securities of Privately Held CompaniesKevin Gsell, Raphael M. Russo, Andrew D. Thorpe Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460958 460958 98 G3140 1:01:14 https://www.pli.edu/programs/private-placements-and-hybrid-securities-offerings/460952?tCode=WTC5_RSS01 Initial public offerings Private placement Financial services Securities and other financial products Securities offerings Taken from the Web Program Recorded March 5 - 6, 2026 in New YorkUndertaking a Late-Stage (or Pre-IPO) Private Placement [00:59:36]Law firm and in-house professionals will discuss the unique characteristics of late-stage and pre-IPO private placements. After completing this session, participants will be able to:Analyze the late-stage private placement marketConduct diligence and prepare offering disclosuresUnderstand documentation issues; typical terms and frequent negotiating issuesDistinguish placements to strategic investorsDistinguish placements involving secondary sharesRecognize information asymmetries and proximity to IPO, and SEC concernsSophia Hudson, Emily Ladd-Kravitz, Ricardo McKenzieThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Bradley Jacobson, Greenberg Traurig, Crossover Investors: Issues in Late-Stage and Pre-IPO Private PlacementsEmily Ladd-KravitzPresentation MaterialLate-Stage and Pre-IPO Private PlacementsSophia Hudson, Emily Ladd-Kravitz, Ricardo McKenzie Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460952 460952 98 G3140 0:59:36 https://www.pli.edu/programs/private-placements-and-hybrid-securities-offerings/460961?tCode=WTC5_RSS01 Private placement Financing Safe harbors (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Securities offerings Taken from the Web Program Recorded March 5 - 6, 2026 in New YorkFinancings in Close Proximity to One Another [01:01:31]Law firm professionals will discuss financing integration. After completing this session, participants will be able to:Recall the historic integration framework: five factors test and no action letter guidanceUnderstand the SEC’s Concept Release discussion of integrationReview the SEC’s amendments to the exempt offering framework that impact integrationFollow new integration safe harborsDiscuss areas as to which securities law integration questions remainInterpret hypothetical scenarios and integration analysisJeb Byrne, David M. Lynn, Andrew D. Thorpe, Sara M. von AlthannThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Anna T. Pinedo and James R. Tanenbaum, Ch. 27 Issues Arising in Connection with Private Placements and Public Offerings Conducted in Close Proximity, Practising Law Institute, Exempt and Hybrid Securities Offerings (4th Ed.) (September 2022)Anna T. PinedoPresentation MaterialFinancings in Close Proximity to One AnotherJeb Byrne, David M. Lynn, Andrew D. Thorpe, Sara M. von Althann Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460961 460961 98 G3140 1:01:31 https://www.pli.edu/programs/what-to-expect-in-banking-regulation-in-2026/458102?tCode=WTC5_RSS01 Banking and finance Financial institutions Securities and other financial products Technology Cryptocurrencies We saw momentous changes to banking regulation and supervision in 2025 that will resonate for years to come. Reforms affecting banks of all sizes were proposed, and in some cases, rapidly implemented by the federal banking regulators. Previously verboten activities in the realm of digital assets have not only drawn the interest of mainstream financial institutions, but are actually being encouraged by regulators as essential innovations. Please join experts as they discuss some of the key regulatory issues for banks to follow.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458102 458102 98 G5623 1:01:43 https://www.pli.edu/programs/ethics-for-financial-industry-lawyers/460931?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) In-house counsel (Ethics and professional responsibility) Taken from the Web Program Recorded March 4, 2026 in New YorkEthics for Financial Industry Lawyers Handling Transactions [01:01:29]This panel will discuss the rules of legal ethics that are frequently in play when working on transactional matters in the financial services industry. After completing this session, participants will be able to:Recognize and anticipate the complicated legal ethics issues that are unique to in-house counsel and how to handle themBetter understand the rules of legal ethics and how an attorney’s duties apply to common scenarios in the financial services industryConfidently report wrongdoing internally to the board and know when they’re obligated to report wrongdoing. What are the best practices?Implement best practices for reporting wrongdoing externally that protect the duty of confidentiality.Andrew M. Lawrence, Sabeena Ahmed Liconte, Susan LightThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Avia M. Dunn, et al., Skadden, White Collar Defense and Investigations, Key Updates to the DOJ’s Evaluation of Corporate Compliance Programs (September 27, 2024)Andrew M. LawrencePresentation MaterialSegment PowerPoint: Ethics for Financial Industry Lawyers Handling TransactionsAndrew M. Lawrence, Sabeena Liconte, Susan Light Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460931 460931 98 G3061 1:01:30 https://www.pli.edu/programs/ethics-for-financial-industry-lawyers/460933?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Regulation, compliance, and enforcement (Ethics and professional responsibility) Taken from the Web Program Recorded March 4, 2026 in New YorkEthics for Financial Industry Lawyers Handling Enforcement Issues [01:03:13]This panel will discuss the rules of legal ethics that are frequently in play when handling enforcement issues in the financial services industry. After completing this session, participants will be able to:Anticipate whether their legal ethics obligations change when they play the role of the whistleblower versus their role as a gatekeeper.Gain insight into the SEC’s increased focus on the conduct of attorneys and other gatekeepers.Better understand recent SEC cases related to professional responsibility and attorney conduct.Become more familiar with Rule 102(e) and other provisions utilized by the SEC to address alleged attorney misconduct.Andrew M. Lawrence, Mayra SuárezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Andrew M. Lawrence, Desislava K. Hamilton and Devin J. Benavidez, Appearing and Practicing Before the SEC: Ethical Considerations for Corporate Counsel (Substantive Outline)Andrew M. LawrencePresentation MaterialSegment PowerPoint: Ethics for Financial Industry Lawyers Handling Enforcement IssuesAndrew M. Lawrence, Mayra Suárez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460933 460933 98 G3061 1:03:13 https://www.pli.edu/programs/understanding-the-bba-partnership-audit-rules/460655?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Tax planning and strategy Taken from the Web Program Recorded March 4, 2026 in New YorkBBA Partnership Audit Rules – Overview, the Default Rule, and the Imputed Underpayment [01:19:14]The BBA provides a centralized audit regime under which adjustments are made to partnerships. This panel will provide an overview of the BBA and its scope, focusing on the “default rule” – i.e., what happens when the partnership and the partners do not take any special steps or make any elections, explain the types of adjustments that may be made under the BBA, the calculation of the imputed underpayment, and the treatment of adjustments that do not affect the calculation of the imputed underpayment. After completing this session, participants will be able to:Identify the types of adjustments that may result in an imputed underpaymentRecognize the difference between the imputed underpayment and the partner taxIdentify situations where an adjustment that otherwise might be viewed as “favorable” might produce an adverse tax resultDetermine whether a negative adjustment will offset a positive adjustment as part of the imputed underpayment calculationUnderstand the relationship of BBA adjustments to adjustments that are outside the scope of the BBA (e.g., estate tax, self-employment tax, payroll tax, withholding) Jennifer M. Black, Ossie Borosh, Kate Kraus, Joy E. Gerdy ZogbyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Basics of the Bipartisan Budget Act of 2015 (the “BBA”) Partnership Audit ProceduresMegan L. Brackney,Richard A. HusseiniBBA: The Regime of Partnership Choices, Part 1 (December 23, 2024)Jennifer M. BlackBBA: The Regime of Partnership Choices, Part 2 (December 24, 2024)Jennifer M. BlackThe Imputed Underpayment: Treating Adjustments as Zero Under the BBA (October 28, 2024)Jennifer M. BlackPresentation MaterialOverview, the Default Rule, and the Imputed UnderpaymentJennifer M. Black, Ossie Borosh, Joy E. Gerdy Zogby, Kate Kraus Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460655 460655 98 G5056 1:19:14 https://www.pli.edu/programs/understanding-the-bba-partnership-audit-rules/460652?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Tax planning and strategy Taken from the Web Program Recorded March 4, 2026 in New YorkOther Choices under the BBA Partnership Audit Rules – Modification and Push Out Election [01:18:13]The BBA provides a partnership with many options to resolve an adjustment. Two important options are the modification procedures under Section 6225(c) and the Section 6226 push out election. This panel will provide an in-depth discussion of the ways in which these options differ from the default rule and from each other, including procedural issues and practical considerations. After completing this session, participants will be able to:Identify potential pitfalls with the push out electionUnderstand how the IRS is implementing the modification procedures and exercising its discretionCompare the relative advantages and disadvantages of the amended return modification, pull in modification, and push out electionJennifer M. Black, Kate Kraus, Lee S. Meyercord, Joy E. Gerdy ZogbyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Challenging the Validity of a Push-Out Election Under BBA: Is the Push-Out Election a PRI? (January 27, 2025)Jennifer M. BlackChallenging the Validity of a Push-Out Election Under BBA: Forums for Review, Part 2 (January 27, 2025)Jennifer M. BlackChallenging the Validity of a Push-Out Election Under BBA: Passthrough Partners, Part 3 (January 27, 2025)Jennifer M. BlackChasing Waterfalls: Allocating Adjustments in a Push Out Election, Part 1 (May 12, 2025)Jennifer M. BlackChasing Waterfalls: Allocating Adjustments in a Push Out Election, Part 2 (May 12, 2025)Jennifer M. BlackPresentation MaterialOther BBA Choices: Modification and the Push Out ElectionJennifer M. Black, Joy E. Gerdy Zogby, Kate Kraus, Leonora "Lee" S. Meyercord Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460652 460652 98 G5056 1:18:55 https://www.pli.edu/programs/understanding-the-bba-partnership-audit-rules/460645?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Tax returns Tax planning and strategy Taken from the Web Program Recorded March 4, 2026 in New YorkAdministrative Adjustment Requests (AARs) Under the BBA [00:59:30]Under the BBA, partnerships cannot amend their income tax returns. Instead, they may file an administrative adjustment request (AAR) to adjust items on their previously filed partnership return. AARs are different from amended returns; for example, with an AAR, it is possible for tax to be paid by the partnership instead of the partners. This discussion will explore AAR procedures, the substantive rules regarding who must pay any additional tax, the treatment of negative adjustments, special issues for tiered structures, and whether a protective AAR may be filed. After completing this session, participants will be able to:Identify common pitfalls in AAR filingsDetermine whether a partnership should pay an imputed underpayment or “push out” an adjustment to its partnersRecognize adjustments that must be pushed out to the partnersDetermine the best time to file an AARUnderstand how AARs work in tiered structuresOssie Borosh, Matthew Cooper, Kate Kraus, Joy E. Gerdy ZogbyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:BBA: Adjustments to ‘Nonmoney’ Numbers (December 9, 2024)Jennifer M. BlackThe Push-Out Election and AARs Might Not Get You Back to Kansas (Updated January 2024)Kate KrausDemystifying Administrative Adjustment Requests (November 18, 2024)Jennifer M. BlackPractical Tips for Preparing an Administrative Adjustment Request (November 18, 2024)Jennifer M. BlackPartnership Administrative Adjustment Requests (AARs) Are Dangerous (April 2020; Updated November 2022)Kate KrausInconsistently Inconsistent: Open Questions on Inconsistent Treatment Under BBA, Part 1 (September 1, 2025)Jennifer M. BlackInconsistently Inconsistent: Open Questions on Inconsistent Treatment Under BBA, Part 2 (September 1, 2025)Jennifer M. BlackTo Be or Not to Be: Inconsistent Treatment Under the BBA (January 6, 2025)Jennifer M. BlackHindsight Is 20/20: JM Assets and the Blow to Tax Certainty, Part 1 (July 14, 2025)Jennifer M. BlackHindsight Is 20/20: JM Assets and the Blow to Tax Certainty, Part 2 (July 14, 2025)Jennifer M. BlackPresentation MaterialAdministrative Adjustment Requests (AARs) under the BBAOssie Borosh, Matthew Cooper, Joy E. Gerdy Zogby, Kate Kraus Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460645 460645 98 G5056 1:00:12 https://www.pli.edu/programs/understanding-the-bba-partnership-audit-rules/460648?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Tax planning and strategy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460648 460648 98 G5056 1:15:52 https://www.pli.edu/programs/understanding-the-bba-partnership-audit-rules/460642?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Tax planning and strategy Taken from the Web Program Recorded March 4, 2026 in New YorkBBA Partnership Audit Rules in the Transactional Context [01:01:54]It is crucial to take the BBA into account in the transactional context, when a partnership is formed or dissolved, when a partner joins and leaves a partnership, and in partnership mergers, divisions, and other transactions. Under the BBA, the partnership representative and designated individual are generally the only persons allowed to act on behalf of the partnership and its partners; changes to these designations are only allowed in limited situations. In addition, the BBA affects the amount at risk in the event an adjustment is made and the party who bears that risk. Moreover, it is not always advantageous, and not always possible, to make a Section 6226 push out election. Transactional planning must therefore take into account the possibility that such an election will not be made or might not be valid. 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, Richard A. Husseini, Kate KrausThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:BBA Indemnities May Result in Double TaxationKate KrausPartnership Terminations and the Bipartisan Budget Act (Updated November 2024)Kate KrausPresentation MaterialBBA Partnership Audit Rules in the Transactional ContextJennifer M. Black, Richard A. Husseini, Kate Kraus Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460642 460642 98 G5056 1:01:54 https://www.pli.edu/programs/fundamentals-of-taking-and-defending-depositions/460591?tCode=WTC5_RSS01 Depositions Practice skills (Litigation) Pre-trial procedure Witnesses Witness preparation Taken from the Web Program Recorded March 3, 2026 in New YorkPreparing the Witness and Defending the Deposition [01:00:25]This panel will cover how to prepare the witness and defend the deposition. After completing this session, participants will be able to:Prepare fact and 30(b)(6) witnessesDeal with difficult witnesses and adversariesUnderstand how and when to “cross-examine” your own witnessIdentify considerations for videotaped depositionsJustin M. Ginter, Wendy B. ReillyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tracey Salmon-Smith & Justin Gitner, So Your Adversary Is a Jerk  (January 8, 2026)Justin Gitner,Tracey Salmon-SmithPresentation MaterialPreparing the Witness and Defending the Deposition PowerPointJustin M. Ginter, Wendy B. Reilly Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460591 460591 98 G3080 1:00:25 https://www.pli.edu/programs/fundamentals-of-taking-and-defending-depositions/460597?tCode=WTC5_RSS01 Depositions Pre-trial procedure Pre-trial motions Witnesses Expert witnesses Taken from the Web Program Recorded March 3, 2026 in New YorkOverview and Application of Deposition Rules [01:01:23]This panel will provide an overview of the rules governing depositions. After completing this session, participants will be able to:Comply with the Federal and New York State rules that govern depositionsApply Federal and New York State rules to specific situationsUnderstand similarities and differences between Federal and New York State rulesComply with amendments to New York State rules on entity depositionsComply with amendments to New York State rules on duration and number of depositionsPartha P. ChattorajThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Overview of the Rules Governing Depositions in New York State and Federal Practice (January 2, 2026)Partha P. Chattoraj Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460597 460597 98 G3080 1:01:23 https://www.pli.edu/programs/fundamentals-of-taking-and-defending-depositions/460585?tCode=WTC5_RSS01 Depositions Practice skills (Litigation) Pre-trial procedure Remote legal proceedings Taken from the Web Program Recorded March 3, 2026 in New YorkStrategies for Handling Virtual Depositions [01:01:13]This panel will review strategies for handling virtual depositions. After completing this session, participants will be able to:Understand what remote depositions look like and how they are different from in-person depositionsChoose the right vendor and understanding how the remote deposition platforms work, including breakout rooms, chats, screen sharing, displaying exhibits, and technological concernsDevelop a remote deposition protocol:Issue a proper notice for remote depositionsUnderstand local and federal rules pertaining to depositions during the pandemicPrepare yourself as well as clients for remote depositionsExplore best practices and gaining practical tips to ensure a smooth remote deposition and accurate recordEric J. Marandett, Robin van der MeulenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Strategies for Handling Virtual Depositions (January 2026)Eric J. Marandett,Robin A. van der MeulenPresentation MaterialStrategies for Handling Virtual Depositions PowerPointEric J. Marandett, Robin van der Meulen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460585 460585 98 G3080 1:01:13 https://www.pli.edu/programs/fundamentals-of-taking-and-defending-depositions/460594?tCode=WTC5_RSS01 Depositions Practice skills (Litigation) Pre-trial procedure Taken from the Web Program Recorded March 3, 2026 in New YorkDeposition Preparation, Exhibit Selection and Logistics [01:02:40]This panel will provide tips on how to prepare for a deposition. After completing this session, participants will be able to:Identify pertinent facts and legal issuesPrepare an outline and select exhibitsMake and handle objectionsUtilize the court reporterControl and run a smooth depositionDenise L. Plunkett, Randi W. SingerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Fundamentals of Taking and Defending Depositions 2026 (January 1, 2026)Denise L. Plunkett,Randi W. SingerPresentation MaterialDeposition Preparation, Exhibit Selection and Logistics PowerPointDenise L. Plunkett, Randi W. Singer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460594 460594 98 G3080 1:02:40 https://www.pli.edu/programs/fundamentals-of-taking-and-defending-depositions/460582?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Social media use (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded March 3, 2026 in New YorkEthical Dilemmas Arising with Depositions [01:03:30]This panel will cover ethical issues that may arise when taking and defending depositions. After completing this session, participants will be able to:Understand obligations of lawyers when clients do not tell the truthManage tricky or abusive behavior during depositionsHandle issues arising with attorneys who implant memories or instill doubt about recollections in witnesses during preparationCoach or talk with witnesses during depositionsLimit informal discovery from potential witnesses before depositionUse social media to collect information about deponentsDavid G. KeykoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Deposition Ethics (January 2026)David G. Keyko Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460582 460582 98 G3080 1:03:30 https://www.pli.edu/programs/fundamentals-of-taking-and-defending-depositions/460588?tCode=WTC5_RSS01 Depositions Pre-trial procedure Expert witnesses Taken from the Web Program Recorded March 3, 2026 in New YorkExpert Witness Depositions [01:01:04]This panel will cover expert witness depositions. After completing this session, participants will be able to:Prepare to depose an expert witnessUnderstand how to depose an expert witnessDefend your expert witness during a depositionIdentify uses for expert witness depositionsJohn A. Hsu, Subramaniam Ramanarayanan, Ian SimmonsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Everyone Is Entitled to His Own Opinion  Reflections on the Cross-Examination of Expert Witness, Antitrust, Vol. 25, No. 3, Summer 2011Ian SimmonsIan Simmons & Patrick Jones, Expert Witness DepositionsIan SimmonsEffective Preparation for Deposing Expert (Economic) Witnesses (January 2026)Subramaniam Ramanarayanan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460588 460588 98 G3080 1:01:04 https://www.pli.edu/programs/negotiation-skills-essentials/460616?tCode=WTC5_RSS01 Negotiation (Dispute resolution) Practice skills (Litigation) Taken from the Web Program Recorded March 3, 2026 in San FranciscoStrategizing Before a Negotiation [01:01:00]Successful negotiations begin well before you sit opposite the other negotiator. This session focuses on how to prepare in advance of any negotiation. The panelists will discuss setting goals and parameters, and considering the other side’s perspectives. Identify the steps and goals prior to a negotiationUnderstand the planning process to a negotiationAnalyze the other side’s perspectives and their role in the negotiationBrendan Glackin, Jonas MarsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Strategizing Before a Negotiation (Substantive Outline)Brendan P. GlackinPresentation MaterialStrategizing Before a NegotiationBrendan P. Glackin, Jonas Marson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460616 460616 98 G3179 1:01:42 https://www.pli.edu/programs/negotiation-skills-essentials/460610?tCode=WTC5_RSS01 Negotiation (Dispute resolution) Practice skills (Litigation) Taken from the Web Program Recorded March 3, 2026 in San FranciscoBargaining – Mastering Tactics of Effective Negotiating [00:59:36]Bargaining is most effective in a negotiation if other negotiators trust what you are offering and when you know who you are really bargaining with. Each side may trade items of unequal value, but each side must trade something, otherwise a stalemate occurs. The panelists will address their strategies, using real scenarios for persuading the other side to shift its position and make a concession.Understand the basics of bargainingReview real legal scenarios illustrating the concept of bargainingAnalyze how to influence the other side to shift its positionCIP-CEU credit for Certified Information Professionals Sabiha Chunawala, Alison V. LippaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Bargaining: Mastering Tactics of Effective Negotiating (Substantive Outline) (November 18, 2025)Sabiha Chunawala,Alison V. LippaLuis Reyes, 10 Hard-Bargaining Tactics to Watch Out for in a Negotiation: The Best Hard-Bargaining Tactics Can Catch You Off Guard, Daily Blog of the Program on Negotiation, Harvard Law School (September 24, 2025)Sabiha Chunawala,Alison V. LippaPresentation MaterialBargaining – Mastering Tactics of Effective NegotiatingSabiha Chunawala, Alison V. Lippa Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460610 460610 98 G3179 1:00:18 https://www.pli.edu/programs/negotiation-skills-essentials/460619?tCode=WTC5_RSS01 Practice skills (Ethics and professional responsibility) Professional conduct Negotiation (Dispute resolution) Settlement (Dispute resolution) Taken from the Web Program Recorded March 3, 2026 in San FranciscoUnderstanding the Ethics of Negotiation [01:00:59]Ethics in negotiations involve a balance between a lawyer’s obligations of honesty and candor with zealous client advocacy, pursuant to the Model Rules of Professional Responsibility and relevant state provisions. Whether in a transactional or litigated settlement context, lawyers may often find themselves in gray areas. This session will use survey questions on common tactics to frame the discussion.Review the relevant Model Rules of Professions Responsibility and state provisionsUnderstand how the ethical rules impact your negotiationsAnalyze hypothetical scenarios in legal practiceHanifa A. Baporia, Jonathan GrossThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John Dean, Understanding the Ethics of Negotiation (Substantive Outline) (December 2022)Debra F. BogaardsCalifornia Rules of Professional Conduct, Selected Excerpts 1.0, 1.1, 1.6, 1.16, 3.3Debra F. BogaardsPresentation MaterialUnderstanding the Ethics of NegotiationHanifa A. Baporia, Jonathan Gross Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460619 460619 98 G3179 1:00:59 https://www.pli.edu/programs/negotiation-skills-essentials/460622?tCode=WTC5_RSS01 Negotiation (Dispute resolution) Legal writing, drafting, and negotiation Taken from the Web Program Recorded March 3, 2026 in San FranciscoOutlining Negotiation Types and Processes [01:03:15]This session provides an overview of the key types of negotiations most lawyers face. It details the steps of the negotiation process and provides tips for being an effective negotiator throughout the process. After completing this session, participants will be able to:Understand the key types of negotiations in legal practiceAnalyze the steps to a successful negotiationReview and effectively navigate the negotiation processDebra F. Bogaards, Juan WalkerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Negotiation Stages (Substantive Outline) (December 11, 2026)Hanifa A. Baporia,Juan WalkerInformation-Based Bargaining Plan (Worksheet) (December 11, 2026)Hanifa A. Baporia,Juan WalkerPresentation MaterialLegal Negotiations: Key Types, Steps, and Effective PracticesDebra F. Bogaards, Juan Walker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460622 460622 98 G3179 1:03:57 https://www.pli.edu/programs/negotiation-skills-essentials/460613?tCode=WTC5_RSS01 Arbitration Mediation Negotiation (Dispute resolution) Practice skills (Litigation) Taken from the Web Program Recorded March 3, 2026 in San FranciscoAdvantages and Strategies for Pre-Litigation Negotiations [01:00:40]Negotiations potentially leading up to the litigation or arbitration require a certain finesse. Understand how to set the tone of the conservation, get practical tips to prepare effectively for every stage of the dispute, and learn from real-life examples related to demand letters, arbitrations, and lawsuits. Focus on becoming a more facile and effective negotiator, especially in mediations.Understand the distinction between general negotiations and pre-litigation negotiationsReview real-life examples related to demand letters, arbitrations and lawsuitsReceive tips on how to set the tone of the conversation and effectively negotiate in pre-litigation negotiationsCIP-CEU credit for Certified Information Professionals J. Dominic Campodonico, Bryant HallThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Aldos L. Vance, Mediation Mastery: Effective Practices for Optimal Outcomes (May 2025)J. Dominic Campodonico,Bryant HallPresentation MaterialAdvantages and Strategies for Pre-Litigation NegotiationsJ. Dominic Campodonico, Bryant Hall Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460613 460613 98 G3179 1:01:22 https://www.pli.edu/programs/negotiation-skills-essentials/460607?tCode=WTC5_RSS01 Dispute resolution Arbitration Mediation Negotiation (Dispute resolution) Jury trials Taken from the Web Program Recorded March 3, 2026 in San FranciscoNegotiation in Mediation and Other Alternative Dispute Resolution (ADR) Settings [01:02:06]This program will provide an overview of ADR options, including mediation, arbitration, early neutral evaluation, and private jury trials, and will detail key strategies for effective negotiation in mediation. After completing this session, participants will be able to:Understand court-sponsored and private ADR optionsAssess mediator and arbitrator of styles and qualifications and negotiate the potential terms of a mediator’s proposalPosition themselves as a resource for the mediator while maintaining competitive advantagePropose and interpret bracketsCIP-CEU credit for Certified Information Professionals Hon. Jackson Lucky (ret.), Mattie RobertsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Negotiation in Mediation and Other ADR Settings: A Practical Guide (December 12, 2025)Jackson LuckyPresentation MaterialNegotiation in Mediation and Other Alternative Dispute Resolution (ADR) SettingsHon. Jackson Lucky (Ret.), Mattie Robertson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460607 460607 98 G3179 1:02:06 https://www.pli.edu/programs/ethics-for-corporate-lawyers-multijurisdictional-practices/460574?tCode=WTC5_RSS01 Taken from the Web Program Recorded March 3, 2026 in New YorkEthics for Corporate Lawyers: Multijurisdictional Practice and Other Current Issues [02:03:12]This session will review common ethical pitfalls arising out of multijurisdictional practice, as well as related practice issues, for corporate attorneys. After completing this session, participants will be able to:Examine recent developments concerning multijurisdictional practice, including the interaction and divergence of various state ethics rules, different enforcement regimes, and distinctions between U.S. and international regulationsAssess current issues related to conflicts of interestIdentify updates in confidentiality law, attorney-client privilege, and the attorney work-product doctrine, addressing disclosure obligations to third parties, government pressure to waive privilege, selective waiver, and inadvertent waiverEvaluate emerging considerations regarding multiple representationAnalyze risks faced by corporate counsel in civil discovery, attorneys serving as directors of public companies, and potential exposure to civil liabilityDistinguish between permissible and impermissible practices in witness preparationUnderstand the conflicting standards courts have used in evaluating the efficacy of internal investigationsSusan E. Brune, Jennifer Finnegan, C. Evan Stewart, Jonathan K. YoungwoodThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Generative Artificial Intelligence (GAI) and Attorney Conduct (October 2025)Sabrina Hassan,Berit Berger,Karen Griffin,David SarrattThe Association of the Bar of the City of New York Committee on Professional Ethics, Formal Opinion 2004-3: Government Lawyer Conflicts: Representing a Government Agency and Its Constituents (March 2, 2004)Sabrina Hassan,Berit Berger,Karen Griffin,David SarrattThe Association of the Bar of the City of New York Committee on Professional Ethics, Formal Opinion 2025-1: The Ethical Responsibilities of Lawyers Who Advise, Represent, or Act on Behalf of Government Officers and Agencies (April 4, 2025)Sabrina Hassan,Berit Berger,Karen Griffin,David Sarratt(You Make Me Feel Like) A Natural Witness: Do’s and Don’ts of Witness Coaching (February 1, 2024)C. Evan StewartMuch Ado About Nothing: Flirting with Changing the World’s Oldest Privilege (July 20, 2023)C. Evan StewartBorn Under a Bad Sign? Maybe Yes, Maybe No, NY Business Law Journal, Vol. 26, No. 2 (2022)C. Evan StewartLawyers as Rats: Part Deux, NY Business Law Journal, Vol. 26, No. 1 (2022)C. Evan StewartUSA v. Holmes: Why Lawyer-Directors Are a Bad Idea, New York State Bar Association (October 5, 2021)C. Evan StewartEthical Issues and Traps for Unwary Multijurisdictional Lawyers, PLI Chronicle: Insights and Perspectives for the Legal Community (May 2021)C. Evan StewartHow Sausage Is Made: The Latest Judicial Takes on Privilege and Work Product, NY Business Law Journal, Vol. 25, No. 1 (2021)C. Evan StewartLawyer-Directors: Just a Bad Idea (Part II), NY Business Law Journal, Vol. 25, No. 2 (2021)C. Evan StewartLawyer Liability: In the Crosshairs, Again!, NY Business Law Journal, Vol. 24, No. 1 (Summer 2020)C. Evan StewartNew York Lawyers: Be Afraid, Be Very Afraid !, NY Business Law Journal, Vol. 23, No. 1 (Summer 2019)C. Evan StewartMom (as Always) Was Right: Don’t Talk to Strangers, NY Business Law Journal, Vol. 22, No. 1 (Summer 2018)C. Evan StewartLawyers as Rats: An Evolving Paradigm?, NY Business Law Journal, Vol. 22, No. 2 (Winter 2018)C. Evan StewartExes and the Attorney-Client Privilege, NY Business Law Journal, Vol. 21, No. 1 (Summer 2017)C. Evan StewartMad Dogs and Englishmen: Part Deux, NY Business Law Journal, Vol. 21, No. 2 (Winter 2017)C. Evan StewartFinder’s Keepers, Losers Weepers?, NY Business Law Journal, Vol. 20, No. 1 (Summer 2016)C. Evan StewartThe New York Court of Appeals Takes the Wrong Fork in the Road on the Common Interest Privilege, NY Business Law Journal, Vol. 20, No. 2 (Winter 2016)C. Evan StewartThe D.C. Circuit: Wrong and Wronger!, NY Business Law Journal, Vol. 19, No. 2 (Winter 2015)C. Evan StewartPigs Get Fat, Hogs Get Slaughtered: Keeping Lawyers Out of the Slaughterhouse, NY Business Law Journal, Vol. 19, No. 1 (Summer 2015)C. Evan StewartSquaring the Circle: Can Bad Legal Precedent Just Be Wished Away?, NY Business Law Journal, Vol. 18, No. 2 (Winter 2014)C. Evan StewartPresentation MaterialEthics for Corporate Lawyers: Multijurisdictional Practice and Other Current Issues PowerPointSusan E. Brune, Jennifer Finnegan, C. Evan Stewart, Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460574 460574 98 G3172 2:03:12 https://www.pli.edu/programs/crypto-treasury-management-and-implications/458043?tCode=WTC5_RSS01 Banking and finance Regulation, compliance, and enforcement (Securities and other financial products) Technology Cryptocurrencies Regulation, compliance, and enforcement (Technology) With the GENIUS Act passed in 2025, potential congressional action on crypto market structure and more crypto-friendly policies, digital assets are becoming part of everyday corporate finance. More companies now deploy cash in dollar-based stabletokens and other digital assets for use in transactions and as part of strategic portfolio diversification. This shift, however, introduces new legal, regulatory, and financial risks.A crypto treasury can affect everything from legal and regulatory compliance and accounting to market exposure, operational risks and capital raising strategies. In-house counsel, outside attorneys, finance professionals and regulators need to understand how these changes impact corporate risk and reporting.Join our panel of experts for a clear, practical discussion on what this growing trend means for corporations, investors, and regulators. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458043 458043 98 G5619 1:01:08 https://www.pli.edu/programs/understanding-employment-law/460547?tCode=WTC5_RSS01 Employment and labor Joint employers Workplace investigations Ethics and professional responsibility Confidentiality (Ethics and professional responsibility) Taken from the Web Program Recorded March 2, 2026 in New YorkThe Ethics of Employment Investigations [01:00:34]This panel will address the professional responsibility obligations and considerations that arise in the context of employment investigations. After attending this panel, participants will be able to:Understand what Model Rule 4.3 requires with respect to disclosures and Upjohn warningsAssess the confidentiality issues under Model Rule 1.6Analyze the professional responsibility requirements related to actual and potential conflicts of interestEvaluate the risks related to lawyer participation and the requirements of Model Rule 3.7Explore the ethical impacts of joint representationIván A. Méndez, Jr., Amy E. Robinson, Gayle F. WassermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating Ethical Challenges in Workplace Employment InvestigationsAmy E. Robinson,Gayle F. Wasserman,Iván A. MéndezPresentation MaterialEthical The Ethics of Employment InvestigationsIván A. Méndez, Jr., Amy E. Robinson, Gayle F. Wasserman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460547 460547 98 G3255 1:01:17 https://www.pli.edu/programs/understanding-employment-law/460553?tCode=WTC5_RSS01 Disability discrimination (Employment discrimination) Pregnancy discrimination (Employment discrimination) Leaves of absence Practice skills (Employment and labor) Regulation, compliance, and enforcement (Employment and labor) Taken from the Web Program Recorded March 2, 2026 in New YorkLeaves of Absence Fundamentals in 2026 [01:15:30]This panel will discuss the key issues relating to workplace leaves of absence. After completing this session, participants will be able to:Identify and compare the legal principles underlying leaves of absence related to disabilities and other health-related issues, pregnancy and caregiving, religious and military leaves, and other protected leavesAssess the interplay of the Americans With Disabilities Act and Pregnant Workers Fairness Act with the Family and Medical Leave ActAnalyze key strategies for leave documentation and intermittent leave requestsEvaluate considerations relating to remote and flexible work arrangementsKatherine A. Greenberg, Maia Goodell, Devjani H. MishraThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:A Better Balance, Paid Prenatal Leave in New York: Frequently Asked Questions (November 3, 2025)Katherine A. GreenbergA Better Balance, Frequently Asked Questions: Colorado’s Paid Family and Medical Leave Insurance Program (Updated June 2025)Katherine A. GreenbergA Better Balance, The Pregnant Workers Fairness Act (PWFA): Frequently Asked Questions (June 6, 2025)Katherine A. GreenbergChelsea Thompson, et al., A Better Balance, Pregnant and Finally Protected, One Year Later, the Pregnant Workers Fairness Act Provides a Lifeline to Workers (June 2024)Katherine A. GreenbergPresentation MaterialLeaves of Absence Fundamentals in 2026Maia Goodell, Katherine A. Greenberg, Devjani H. Mishra Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460553 460553 98 G3255 1:15:31 https://www.pli.edu/programs/understanding-employment-law/460551?tCode=WTC5_RSS01 Employees Worker classification Practice skills (Employment and labor) Regulation, compliance, and enforcement (Employment and labor) Wage and hour Taken from the Web Program Recorded March 2, 2026 in New YorkTen Key Wage and Hour Issues in 2026 [01:01:20]This panel will explore the fundamentals of wage and hour law and compliance through an exploration of ten key issues. After completing this session, participants will be able to:Understand the key requirements of the Fair Labor Standards Act, including employee rights and employer obligationsIdentify the most common issues that arise with respect to wages and hoursRecognize best practices to ensure employees are paid properly and otherwise to minimize workplace disputesReena I. Desai, Ashley J. Hale, Neil RosolinskyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Fundamentals of Wage and Hour Law Update (Updated December 2024)Reena I. Desai,Ashley J. Hale,Neil S. RosolinskyPresentation MaterialTen Key Wage and Hour Issues in 2026Reena I. Desai, Ashley J. Hale, Neil S. Rosolinsky Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460551 460551 98 G3255 1:01:20 https://www.pli.edu/programs/understanding-employment-law/460557?tCode=WTC5_RSS01 Background checks Employee termination Employment agreements Practice skills (Employment and labor) Recruitment and hiring (Employment and labor) Taken from the Web Program Recorded March 2, 2026 in New YorkConsiderations and Best Practices When Hiring and Separating Employees [01:02:57]This panel will discuss the key documents, considerations, and practices that come into play when hiring and separating employees.After completing this session, participants will be able to:Understand key provisions in offer letters and employment agreementsAnalyze the universe and nuances of hiring and onboarding documentation, including pay notices, background and employment eligibility analyses, credit/criminal checks, restrictive covenant agreements, arbitration agreements, and other at-hire documents and agreementsIdentify legal requirements and best practices for employee layoffs, resignations and other separationsJonathan Ben-Asher, Dylan S. Pollack, Courtney StieberThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Negotiating Executive Employment Contracts to Anticipate Disputes (December 17, 2025)Jonathan Ben-AsherHoward M. Wexler, Seyfarth Shaw LLP, Legal Update, Update on Key Issues for New Jersey Employers in 2026 (December 8, 2025)Courtney StieberDaniel I. Small and Robert S. Whitman, Seyfarth Shaw LLP, Legal Update, 2026 Wage Updates for New York Employers (December 4, 2025)Courtney StieberCondon A. McGlothlen and Brittany N. Bermudez, Seyfarth Shaw LLP, Legal Update, Illinois Further Restricts Non-Disclosure Provisions in Employment Contracts, Separation and Settlement Agreements (November 7, 2025)Courtney StieberSeyfarth Shaw LLP, Legal Update, Branson Decision Finds That EPOA Applicants Need Not Be "Bona Fide" (September 4, 2025)Courtney StieberMartha Michael Gates, Patricia Chock and Lisa Loesel, Seyfarth Shaw LLP, Employment Law Lookout, Insights for Management, Gone But Not Forgotten: How to Handle Final Pay and Benefits When an Employee Passes Away, Part 2 (August 21, 2025)Courtney StieberMartha Michael Gates, Patricia Chock and Lisa Loesel, Seyfarth Shaw LLP, Employment Law Lookout, Insights for Management, Gone But Not Forgotten: How to Handle Final Pay and Benefits When an Employee Passes Away (August 18, 2025)Courtney StieberKyle D. Nelson and Daniel O. Culicover, Seyfarth Shaw LLP, Legal Update, Call Out to Oregon Employers: Your New-Hire Procedures Will Change in 2026 (August 13, 2025)Courtney StieberSeyfarth Shaw LLP, Legal Update, You’ve Been WARNed: Washington Enacts a mini-WARN Law (May 23, 2025)Courtney StieberDaniel O. Culicover, Seyfarth Shaw LLP, Legal Update, Washington Supreme Court Rejects Noncompete Provision Barring Employees Competitors (March 25, 2025)Courtney StieberPresentation MaterialConsiderations and Best Practices When Hiring and Separating EmployeesJonathan Ben-Asher, Dylan S. Pollack, Courtney Stieber Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460557 460557 98 G3255 1:02:58 https://www.pli.edu/programs/understanding-employment-law/460555?tCode=WTC5_RSS01 Employment discrimination Retaliation (Employment discrimination) Practice skills (Employment and labor) Arbitration Employment litigation Taken from the Web Program Recorded March 2, 2026 in New YorkWorkplace Discrimination Law in 2026 [01:01:15]This panel will explore the fundamentals of discrimination and retaliation law in the context of the modern workplace, and will discuss hot topics. After completing this session, participants will be able to:Identify the legal principles in discrimination and retaliation claimsRecognize the key facts that can support or undermine claims under the anti-discrimination lawsAnalyze federal and state limitations on the arbitrability of certain employment -related claimsUnderstand the implications of executive branch orders and other executive branch policies on workplace discrimination topicsEvandro C. Gigante, Alexander Goldenberg, Danielle GonnellaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Workplace Discrimination Law in 2026 (Compilation of Applicable Statutes and Relevant Case Law)Evandro C. Gigante,Alexander GoldenbergPresentation MaterialWorkplace Discrimination Law in 2026Evandro C. Gigante, Alexander Goldenberg, Danielle Gonnella Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460555 460555 98 G3255 1:01:16 https://www.pli.edu/programs/understanding-employment-law/460549?tCode=WTC5_RSS01 Employees Practice skills (Employment and labor) Recruitment and hiring (Employment and labor) Employment litigation Artificial intelligence Taken from the Web Program Recorded March 2, 2026 in New YorkEmployment Practice in the Age of AI [01:02:01]This panel will examine how AI is being used in hiring, performance monitoring, scheduling, and employee management — and the legal risks and rewards these uses can create. After attending this panel, participants will be able to:Explore how AI relates to the practice of employment lawRecognize the risks and benefits of AI in hiring practicesAnalyze recent court decisions and developing lawUnderstand ways in which AI can improve an attorney’s practice of lawIAPP Privacy credit for Privacy ProfessionalsChristopher M. McNerney, Christopher WilkinsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating AI in the WorkplaceChristopher M. McNerney,Lindsey Wagner,Christopher B. WilkinsonPresentation MaterialEmployment Practice in the Age of AIChristopher M. McNerney, Lindsey Wagner, Christopher B. Wilkinson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460549 460549 98 G3255 1:02:01 https://www.pli.edu/programs/advanced-licensing-agreements/460494?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property International IP transactions Intellectual property licensing License terms (Intellectual property) Taken from the Web Program Recorded February 26 - 27, 2026 in New YorkNavigating the Legal, Business and Cross-Cultural Complexities of International Licensing [01:01:54]After completing this session, participants will be able to:Understand similarities and differences between U.S., European and Asian licensingAssess common pitfalls for U.S. lawyers doing foreign dealsAnalyze local law issues Appreciate cultural issues Topics will vary by city, and may include:Understand the differences in types of IP rightsEvaluate license grant provisionsAddress foreign partnership issuesAnalyze grantback rights issuesAppreciate economic considerationsAssess governmental approvalsUnderstand registration requirementsAssess antitrust/competition law overlaysImplement dispute resolutionJessica L. Rothstein (Panel Leader); Grace L. Pan, Jeremy SchrireThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:International Considerations in Licensing (January 2026)Mark WebberInternational Property Licensing and EC Law (October 2025)Jeremy SchrireInternational Licensing: Negotiating Successful License Agreements with Japanese Companies (October 30, 2025)Ako Shimada Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460494 460494 98 G3157 1:01:54 https://www.pli.edu/programs/advanced-licensing-agreements/460491?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing Technology Artificial intelligence Taken from the Web Program Recorded February 26 - 27, 2026 in New YorkArtificial Intelligence – IP and Licensing Issues [01:01:08]This panel will discuss AI and its impact on intellectual property rights and associated licensing issues. The panelists will discuss:Intellectual property issues in training data for AILicensing AI systemsThe interplay of AI and licensing issues for digital contentIntellectual property rights in AI generated contentUpdates on current casesIAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Jessica L. Rothstein, Jonathan Rebell, Mark G. TratosThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Lisa T. Oratz and D. Sean West, Perkins Coie LLP, Copyright Office Stakes Out Position on Registration of AI-Generated Works (March 21, 2023)Marcelo HalpernJames G. Snell, et al., Perkins Coie LLP, Ten Considerations for Developing an Effective Generative AI Use Policy (June 14, 2023)Marcelo HalpernLisa T. Oratz, Perkins Coie LLP, The Latest Chapter in Copyrightability of AI-Generated Works (January 26, 2023)Marcelo HalpernLisa T. Oratz and D. Sean West, Perkins Coie LLP, Copyright Office Solidifies Stance on the Copyrightability of AI-Generated Works (March 19, 2025)Marcelo HalpernLisa T. Oratz, D. Sean West and Rhea Bhatia, Perkins Coie LLP, Copyright Office Stakes Out Position on Use of Works for AI Training (June 9, 2025)Marcelo HalpernEric B. Evans, Lisa T. Oratz and D. Sean West, Perkins Coie LLP, Court Sides with Meta on Fair Use and DMCA Questions, But Leaves Door Open for Future Challenges (July 17, 2025)Marcelo HalpernLisa T. Oratz, Perkins Coie LLP, Fair Use Defense Failed in Thomson Reuters v. Ross, Jury Still Out for Generative AI (March 27, 2025)Marcelo HalpernPresentation MaterialSegment Handout: Artificial Intelligence – IP and Licensing IssuesJonathan Rebell, Jessica L. Rothstein, Mark G. TratosSegment PPT: Artificial Intelligence – IP and Licensing IssuesJonathan Rebell, Jessica L. Rothstein, Mark G. Tratos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460491 460491 98 G3157 1:01:08 https://www.pli.edu/programs/advanced-licensing-agreements/460479?tCode=WTC5_RSS01 License agreements (Corporate contracts) Trademark litigation Patent litigation Technology litigation Trade secret dispute litigation Taken from the Web Program Recorded February 26 - 27, 2026 in New YorkParty Disputes: Litigation and Case Law Update for Licensing Lawyers [01:01:23]After completing this session, participants will be able to:Identify strategic drafting considerations to account for litigation risksRecognize pitfalls and examples of sloppy wordingAssess the impact of recent cases on drafting and negotiatingUnderstand arbitration and other dispute resolution considerationsUnderstand case law updatesCIP-CEU credit for Certified Information Professionals Ryan BrickerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Slip Copy, A.R. Thomson Group v. Harbor Seal Incorporated, 2020 WL 6436967 (C.D. Cal. Sept. 23,2020)Stephen J. RosenfeldA/S Apothekernes Laboratorium for Specialpraeparater v. I.M.C Chem. Group Inc. and Dr. M.B. Gillis, 873 F.2d 155 (7th Cir. 1989)Stephen J. RosenfeldIrwin Seating Company v. International Business Machines Corporation and J.D. Edwards World Solutions Company, 306 Fed.Appx. 239 (6th Cir. 2009)Stephen J. RosenfeldMilex Products, Inc., Inc. v. Alra Laboratories, Inc., 237 Ill.App.3d 177 (1992)Stephen J. RosenfeldSIGA Technologies, Inc. v. PharmAthene, Inc., 67 67 A. 3d 330 (Del. 2013)Stephen J. RosenfeldPresentation MaterialSegment PPT: Party Disputes: Litigation and Case Law Update for Licensing LawyersRyan Bricker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460479 460479 98 G3157 1:01:23 https://www.pli.edu/programs/advanced-licensing-agreements/460497?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing Patents Taken from the Web Program Recorded February 26 - 27, 2026 in New YorkPatent and Technology Licensing [01:02:28]After completing this session, participants will be able to:Avoid frequently made mistakesCompare technology, IP, and blended licensesAppreciate why patent licensing is differentUnderstand grant types and degrees of exclusivityAnalyze indemnification and change of control issuesAssess negotiation strategiesUnderstand licensee and licensor perspectivesJoseph YangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Best Practices for Technology & Patent Transactions: 2026 UpdateJoseph YangPresentation MaterialSegment PPT: Patent and Technology LicensingJoseph Yang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460497 460497 98 G3157 1:02:28 https://www.pli.edu/programs/advanced-licensing-agreements/460488?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property licensing Technology Regulation, compliance, and enforcement (Technology) Software licenses Taken from the Web Program Recorded February 26 - 27, 2026 in New YorkNavigating the Legal, Financial, and Technical Aspects of Software Licensing [01:00:02]After completing this session, participants will be able to:Understand source code issuesDifferentiate representations, warranties and (the dreaded) indemnificationAssess revenue sharing and auditingAnalyze software specifications: Should you care? Yes!Evaluate training and supportDetermine what lawyers should know about (so they can plan for) things that often go wrong after the deal is signedKeep the relationship on trackUnderstand regulatory ComplianceMark S. HolmesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Patent Licensing and Selling: Strategy, Negotiation, Forms (Second Edition), Ch. 16: License Negotiations, Practising Law InstituteMark S. HolmesPatent Licensing and Selling: Strategy, Negotiation, Forms (Second Edition), Ch. 17: Strategies for the New Patent Law Frontier, Practising Law InstituteMark S. HolmesPresentation MaterialSegment PPT: Navigating the Legal, Financial, and Technical Aspects of Software LicensingMark S. Holmes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460488 460488 98 G3157 1:00:44 https://www.pli.edu/programs/advanced-licensing-agreements/460503?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing Technology Cloud computing Taken from the Web Program Recorded February 26 - 27, 2026 in New YorkCloud Computing and Open Source Licensing: [01:30:06]Cloud ComputingAfter completing this session, participants will be able to:Understand what is cloud computingCompare SaaS, PaaS, and IaaSUnderstand cloud computing legal issuesReview special contract issues raised by cloud computing arrangementsOpen Source IssuesCompare and understand popular open source licensesUnderstand current developments in open source licensing lawAssess open source compliance strategiesIAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Peter J. Kinsella, Roy E. Hadley, Jr.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Closing the Loophole: Open Source Licensing & the Implied Patent License (2009)Christian H. NadanSoftware Freedom Conservancy, Inc. v. Vizio, Inc., et al., No. 8:21-cv-01943-JLS-KES (C.D. Cal. 2022)Christian H. NadanPresentation MaterialSegment PPT: Cloud Computing and Open Source LicensingPeter J. KinsellaSegment PPT: Cloud Computing and Open Source LicensingRoy E. Hadley Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460503 460503 98 G3157 1:30:06 https://www.pli.edu/programs/advanced-licensing-agreements/460506?tCode=WTC5_RSS01 License agreements (Corporate contracts) Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Intellectual property licensing Cross-border transactions Taken from the Web Program Recorded February 26 - 27, 2026 in New YorkEthical Considerations in Licensing and What Happens when a Friendly Deal turns Litigious [01:00:52]After completing this session, participants will be able to:Understand the concepts of deceit and candorAppreciate the interplay of cross-border transactions and model rulesAssess ethics and communications with adverse partiesTodd MarabellaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Apple Corps Limited v. International Collectors Society, 15 F.Supp.2d 456 (D.N.J. 1998)Emil J. AliMicrosoft Corporation v. Alcatel Business Systems, 2007 WL 4480632 (D. Del. Dec. 18, 2007)Emil J. AliMidwest Motor Sports v. Arctic Sales, Inc., 347 F.3d 693 (8th Cir. 2003)Emil J. AliEthics Issues in IP Licensing (PowerPoint slides)Emil J. AliPresentation MaterialSegment PPT: Ethical Considerations in Licensing and What Happens when a Friendly Deal turns LitigiousTodd Marabella Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460506 460506 98 G3157 1:00:52 https://www.pli.edu/programs/advanced-licensing-agreements/460485?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property licensing Technology Regulation, compliance, and enforcement (Technology) Software licenses Taken from the Web Program Recorded February 26 - 27, 2026 in New YorkRights of Publicity Licensing [01:01:37]After completing this session, participants will be able to:Differentiate “natural” v. statutory rights  Analyze lifetime v. postmortem rights  Assess rights of publicity in “identifiable objects” symbolizing a persona  Evaluate rights of publicity releases  Determine liability for violating a right of publicity  Understand differences compared to copyrights and rights of privacyMark G. TratosThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Specimen Provisions from Technology and Patent License Agreements (2025)Mark S. HolmesPresentation MaterialSegment PPT: Rights of Publicity LicensingMark G. Tratos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460485 460485 98 G3157 1:01:37 https://www.pli.edu/programs/advanced-licensing-agreements/460482?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing License terms (Intellectual property) Life sciences Taken from the Web Program Recorded February 26 - 27, 2026 in New YorkLicensing Issues in the Life Sciences Industry [01:01:04]After completing this session, participants will be able to:Research planConduct due diligenceTransition pharmaceutical products/programsAssess monetary considerations (e.g., royalties, product returns, etc.)Analyze IP rights considerations (e.g., ownership, licenses, retained rights, patent term extensions)Compare clinical stage vs. commercialized productsAddress government rights and approvals (e.g., march-in rights, clinical trials, FDA approvals)Understand deal structures and governancePatrice P. Jean, Thomas E. WilhelmThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Key Considerations in License Agreements Specific to the Life Sciences IndustryMarya A. Postner,Dawn M. Barsy,Jake Handy,Colin James,Catherine SazdanoffPresentation MaterialSegment PPT: Licensing Issues in the Life Sciences IndustryPatrice P. Jean, Thomas E. Wilhelm Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460482 460482 98 G3157 1:01:04 https://www.pli.edu/programs/advanced-licensing-agreements/460509?tCode=WTC5_RSS01 Digital and mass media License agreements (Corporate contracts) Trademarks Intellectual property licensing License terms (Intellectual property) Taken from the Web Program Recorded February 26 - 27, 2026 in New YorkCopyright, Content and Trademark Licensing [01:15:18]After completing this session, participants will be able to:Understand the impact of digital distribution and media on licensing issuesStructure the acquisition of rights in content: licenses vs. assignments and works made for hireAssess the latest developments: copyright termination of transfers and licensesDifferentiate preexisting content vs. newly created contentLicense for social media and user-generated contentAnalyze key contract issues and negotiating points in content licensesDetermine quality control considerationsAssess advanced considerations in trademark and brand licensingReview sample licensing provisionsUnderstand case law updates and licensing implicationsImplement a brand licensing programJessica L. Rothstein, Mark G. TratosThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Advanced Trademark Licensing (November 19, 2024)Laura M. FrancoMerchandise License Agreement—TemplateLaura M. FrancoPresentation MaterialSegment PPT: Copyright, Content and Trademark LicensingJessica L. RothsteinSegment PPT: Copyright, Content and Trademark LicensingMark G. Tratos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460509 460509 98 G3157 1:15:18 https://www.pli.edu/programs/advanced-licensing-agreements/460512?tCode=WTC5_RSS01 Corporate contracts License agreements (Corporate contracts) Intellectual property licensing Legal writing, drafting, and negotiation Contract drafting and negotiation Taken from the Web Program Recorded February 26 - 27, 2026 in New YorkNegotiation Skills and Tactics [01:02:08]After completing this session, participants will be able to:Prepare for license negotiationsUse psychological tools as part of your negotiation strategyDevelop consensus and bridge buildingDifferentiate between integrative ("win-win") and positional bargaining, and when to use eachMarcelo HalpernThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Licensing Negotiations: Skills and Tactics (2017)Marcelo HalpernPresentation MaterialSegment PPT: Negotiation Skills and TacticsMarcelo Halpern Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460512 460512 98 G3157 1:02:08 https://www.pli.edu/programs/advanced-licensing-agreements/460500?tCode=WTC5_RSS01 License agreements (Corporate contracts) Joint ventures (Corporate law) Intellectual property Regulation, compliance, and enforcement (Intellectual property) License terms (Intellectual property) Taken from the Web Program Recorded February 26 - 27, 2026 in New YorkStrategic Alliances and Other Joint Development Agreements [01:01:32]After completing this session, participants will be able to:Understand IP creation conflicts: Default laws vs. parties’ intentionsEvaluate IP allocation: Joint ownership vs. field-based ownership vs. separate entityAssess IP enforcement: Contractual provisions; unauthorized licensees; joinder requirementsReview IP de-allocation: Facilitating or inhibiting separation; bankruptcyUnderstand the interplay with IP asset managementAppreciate "War stories" from real-life dealsJoseph YangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Allocating & Deallocating IP Rights in Joint Ventures & Strategic Alliances (2026)Joseph YangPresentation MaterialSegment PPT: Strategic Alliances and Other Joint Development AgreementsJoseph Yang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460500 460500 98 G3157 1:01:32 https://www.pli.edu/programs/social-media/460376?tCode=WTC5_RSS01 Social media Mobile devices Intellectual property Regulation, compliance, and enforcement (Intellectual property) Technology Taken from the Web Program Recorded February 26, 2026 in San FranciscoAn Overview of Social Media Law and Best Practices: What Every Company Needs to Know [02:05:22]This session will summarize the basics of social media law and discuss best practices for companies engaging with social media. After completing this session, participants will appreciate:The transformational impact of social media on the business worldKey developments shaping social media law and best practicesRisks related to marketing, curation and other commercial uses of user-generated content The importance of the DMCA Section 512 and CDA Section 230 safe harbors, including recent developments affecting the scope and availability of these important protectionsEmerging principles regarding the enforceability of online terms of serviceJohn F. Delaney, Aaron P. Rubin Presentation MaterialSegment PPT: An Overview of Social Media Law and Best Practices: What Every Company Needs to KnowJohn F. Delaney, Aaron P. RubinSegment Handout: List of Key CasesSegment Handout: Alkutkar v. Bumble (9th Cir. 2025)Segment Handout: Wu v Uber Technologies Inc (NY Ct. App. 2024)Segment Handout: Ghazizadeh v Coursera (N.D. Cal. 2024) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460376 460376 98 G3239 2:05:22 https://www.pli.edu/programs/social-media/460373?tCode=WTC5_RSS01 Social media Corporate risks (Social media) Digital marketing (Social media) Mobile devices Intellectual property Taken from the Web Program Recorded February 26, 2026 in San FranciscoHot Issues in Social Media Marketing [01:00:50]This session will explore hot legal issues in the world of social media marketing. After completing this session, participants will better understand:Latest social media marketing trendsBiggest areas of risk when marketing on social media in today’s worldRisk mitigation strategies for brands engaged in social media marketingTsan AbrahamsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Terri Seligman, Frankfurt Kurnit Klein & Selz PC, Double Disclosures Revisited (December 2, 2025)Hannah E. TaylorTerri Seligman, Frankfurt Kurnit Klein & Selz PC, Keep Your Hands Off My Memes (November 13, 2025)Hannah E. TaylorTerri Seligman, Frankfurt Kurnit Klein & Selz PC, Does a “Closer-Than-Usual Working Relationship” Mandate a Disclosure? (August 13, 2025)Hannah E. TaylorAnother Influencer Class Action, This Time Against ALO Yoga (May 27, 2025)Hannah E. TaylorWarner Music Group Sues Crumbl Cookies Over Use of Music in Social Media Posts (May 6, 2025)Hannah E. TaylorJeff Greenbaum, Frankfurt Kurnit Klein & Selz PC, Is a Disclosure Needed When a Brand Is Paid to “Recommend” Another Brand? (April 22, 2025)Hannah E. TaylorAnother One: Revolve Hit with $50M Class Action Over Undisclosed Influencer Ads (April 18, 2025)Hannah E. TaylorBeyond the FTC: Class Actions Hit Influencer Marketing (April 14, 2025)Hannah E. TaylorTerri Seligman, Frankfurt Kurnit Klein & Selz PC, NAD Continues to Focus on Influencer Disclosures (March 28, 2025)Hannah E. TaylorPresentation MaterialSegment PPT: Hot Issues in Social Media MarketingTsan Abrahamson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460373 460373 98 G3239 1:01:32 https://www.pli.edu/programs/social-media/460370?tCode=WTC5_RSS01 Social media Mobile applications Mobile devices Information privacy (Cybersecurity and data protection) Technology Taken from the Web Program Recorded February 26, 2026 in San FranciscoPrivacy Law Considerations for Social Media and Mobile Apps [01:08:22]This session will review how privacy law impacts companies’ use of social media and mobile apps. After completing this session, participants will better understand:The impact of data privacy legislation, including the CCPA and growing number of state consumer data privacy lawsEnhanced children’s privacy protections under state laws, including laws directed to social media platformsEvolving approaches to notice and consent, including rules on “dark patterns”FTC report on social media platforms and “vast surveillance”CIP-CEU credit for Certified Information Professionals Jeewon K. Serrato The purchase price of this Web Program segment includes the following article from the Course Handbook available online:White Paper: Navigating the Data Economy—Innovation and Governance in Social Media and Mobile Apps (December 15, 2025)Jeewon K. SerratoPresentation MaterialSegment PPT: Privacy Law Considerations for Social Media and Mobile AppsJeewon K. Serrato Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460370 460370 98 G3239 1:09:04 https://www.pli.edu/programs/social-media/460367?tCode=WTC5_RSS01 Social media Mobile devices Intellectual property Artificial intelligence Generative AI Taken from the Web Program Recorded February 26, 2026 in San FranciscoArtificial Intelligence, Machine Learning, and Social Media [01:00:55]This session will explore the rise of generative AI technologies and their impact on social media. After completing this session, participants will better understand:                       The rise of generative AI and where we are todayHow generative AI is impacting social media platforms and their usersEmerging laws, court decisions, and legal issues relating to generative AI toolsKey licensing considerations relevant to the development and use of AI modelsBest practices and risk-mitigation measures in using generative AI in connection with social mediaCIP-CEU credit for Certified Information Professionals Divya Taneja The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Generative AI: Overview and Key U.S. Legal ConsiderationsAli Mirsaidi,Divya TanejaPresentation MaterialSegment PPT: Artificial Intelligence, Machine Learning, and Social MediaDivya Taneja Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460367 460367 98 G3239 1:00:55 https://www.pli.edu/programs/social-media/460364?tCode=WTC5_RSS01 Social media Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Intellectual property) Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded February 26, 2026 in San FranciscoDigital Regulation Developments in Europe: What You Should Know [01:02:35]This panel of experienced European attorneys, plus distinguished in-house counsel, will provide practical guidance and insights on what U.S. companies should know about the evolving European regulatory landscape and related considerations for both platform providers and corporate users of social media. The panelists will help you to better understand some of the most pressing topics, such as:Recent EU/UK regulatory and enforcement developments and global implications for social media and mobile apps The extraterritorial effect of European regulations on U.S. companiesOnline safety and privacy obligations relevant to both large and small providers of online platforms Guidance and practical lessons learned from these developments Catalin Cosovanu, Emily Jones, Dr. Hanna Steinbach, Dr. Kai WesterwelleThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Digital Regulation Developments in Europe: What You Should KnowHannah Perry,Felix HilgertPresentation MaterialSegment PPT: Digital Regulation Developments in Europe: What You Should KnowCatalin Cosovanu, Emily Jones, Hanna Steinbach, Dr. Kai Westerwelle Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460364 460364 98 G3239 1:03:17 https://www.pli.edu/programs/international-tax-issues/460227?tCode=WTC5_RSS01 International tax Cross-border M & A Tax Tax planning and strategy Taken from the Web Program Recorded February 25, 2026 in WashingtonCross-Border M&A Planning and Developments [01:15:57]This discussion will focus on the impact of recent U.S. tax law changes on global transaction planning. After completing this session, participants will be able to:Identify previously taxed earning & profits (PTEP) issues in M&A transactionsUnderstand issues for M&A transactions in light of Pillar Two and CAMTRecognize the numerous technical rules that can result in deemed acquisitions and inflate domestic corporation shareholder’s ownership percentage, causing Section 7874 to apply in very unintuitive waysDevon M. Bodoh, Andrew F. Gordon, Joshua D. Odintz, Laura WilliamsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mergers and Acquisitions Rules Under the Corporate AMT (February 17, 2025)Jasper L. CummingsPresentation MaterialCross-Border M&A Planning and DevelopmentsDevon M. Bodoh, Andrew F. Gordon, Joshua D. Odintz, Laura Williams Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460227 460227 98 G3150 1:18:09 https://www.pli.edu/programs/international-tax-issues/460221?tCode=WTC5_RSS01 International tax Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded February 25, 2026 in WashingtonCross-Border Partnership Planning and Developments [01:15:34]This session will present an overview of the planning considerations affecting cross-border partnerships. After completing this session, participants will be able to:Determine pro rata share for controlled foreign corporation (CFC) income purposesApply Sections 1248 and 751 in the partnership contextExplore U.S. tax considerations in choice of jurisdiction issues when forming a partnership as an investment vehicleAri Berk, Erin Cleary, Kenneth A. Jeruchim, Jennifer L. SabinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:EY, Alert, United States, Changes to GILTI, FDII and BEAT, Among Others, Included in Final Reconciliation Legislation, But Not Previously Proposed Remedy for “Unfair Foreign Taxes” (July 17, 2025)Colleen V. O’NeillPresentation MaterialCross-Border Partnership Planning and DevelopmentsAri Berk, Erin Cleary, Kenneth A. Jeruchim, Jennifer L. Sabin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460221 460221 98 G3150 1:15:34 https://www.pli.edu/programs/international-tax-issues/460234?tCode=WTC5_RSS01 Corporate tax International tax Tax Tax planning and strategy Taken from the Web Program Recorded February 25, 2026 in WashingtonInbound Planning and Developments [01:03:21]This panel will discuss the latest developments affecting inbound planning. After completing this session, participants will be able to:Describe the inbound tax provisions in recently proposed or enacted U.S. legislation, including potential retaliatory tax measures and changes to the base erosion anti-abuse tax (BEAT)Determine the applicability of the corporate alternative minimum tax (CAMT)Conduct domestically-controlled REIT analysis taking into account the latest proposed regulationsIdentify the latest developments in qualified foreign pension fund (QFPF) and Section 892 exemptionsAssess the status of U.S. income tax treatiesApply the share buyback excise tax rules to repurchases involving non-U.S. publicly traded corporationsJohn D. Bates, Mallory E. Mendrala, Oren Penn, Subin SethThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Applying Branch Profits Tax Treaty Limits to Hybrid Entities (November 21, 2011; Updated November 17, 2025)Oren Penn,Steve NauheimPresentation MaterialInbound Planning and DevelopmentsJohn D. Bates, Mallory E. Mendrala, Oren Penn, Subin Seth Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460234 460234 98 G3150 1:05:34 https://www.pli.edu/programs/international-tax-issues/460224?tCode=WTC5_RSS01 International tax Foreign tax credits Tax Tax planning and strategy Taken from the Web Program Recorded February 25, 2026 in WashingtonForeign Tax Credits (FTCs), Anti-Deferral and Intangible Income Planning and Developments [01:30:23]This panel will explore the latest changes to the foreign tax credit regulations and the latest anti-deferral developments. After completing this session, participants will be able to:Identify changes to the anti-deferral and intangible income rules in recently proposed or enacted U.S. legislationDescribe emerging questions involving the FTC, including with respect to Pillar Two taxesUnderstand key issues in recent litigation involving tax issues relevant for U.S. shareholders of controlled foreign corporationsLe Chen, Colleen V. O’Neill, Wade SuttonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:International Tax Changes in the One Big Beautiful Bill ActAmanda Pedvin Varma,Lauren AzebuPresentation MaterialForeign Tax Credits (FTCs), Anti-Deferral and Intangible Income Planning and DevelopmentsLe Chen, Colleen V. O'Neill, Wade Sutton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460224 460224 98 G3150 1:32:35 https://www.pli.edu/programs/international-tax-issues/460230?tCode=WTC5_RSS01 Corporate tax International tax Tax planning and strategy Taken from the Web Program Recorded February 25, 2026 in WashingtonDevelopments on Transfer Pricing [01:00:43]This session will explore recent transfer pricing developments, including guidance and transfer pricing controversy. After completing this session, participants will be able to:Evaluate the impact of recent guidance regarding periodic adjustments and the arm’s length standardUnderstand the significance of recent and pending U.S. transfer pricing casesInterpret recent OECD policy developments affecting transfer pricing, including with respect to Amount BUnderstand the interaction between the transfer pricing rules and customs valuation in the case of imported propertyThomas D. Bettge, Rocco V. Femia, Michelle L. NgThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Dreaming of Infallibility: Periodic Adjustments Under Reg. Section 1.482-4 (May 26, 2025)Thomas D. Bettge,Hans Gerling,Mark R. Martin,Jack O’Meara,Marissa K. RensenMiller & Chevalier, Tax Alert, 3M Wins Blocked Income Transfer Pricing Dispute at the Eighth Circuit (October 10, 2025)Rocco V. FemiaMiller & Chevalier, Tax Alert, Perrigo Opinion Upholds Economic Substance of Intercompany Assignment of Contract Rights (October 10, 2025)Rocco V. FemiaMiller & Chevalier, Tax Alert, Eight Circuit Remands Medtronic Transfer Pricing Case (Again) (September 10, 2025)Rocco V. FemiaPresentation MaterialDevelopments on Transfer PricingThomas D. Bettge, Rocco V. Femia, Michelle L. Ng Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460230 460230 98 G3150 1:00:43 https://www.pli.edu/programs/advertising-law-institute/460265?tCode=WTC5_RSS01 Online and traditional advertising Regulation, compliance, and enforcement (Communications and telecommunications) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded February 24 - 25, 2026 in ChicagoChildren’s Advertising Issues [01:00:48]Consumers – including kids and teens – are online, and advertisers today use a variety of methods to reach and engage them. But with proposed revisions to the COPPA rule, more focus on so-called “stealth” marketing to kids, updated CARU Advertising Guidelines and various “Age-Appropriate Design Code” initiatives, how do attorneys help ensure compliance when marketing to this class of customers? After completing this session, participants will be able to:Identify how key proposed changes to the COPPA rule might affect business operationsDevelop best practices for following COPPA to ensure complianceExplain the differences between COPPA versus international (UK) and state Age-Appropriate Design Code initiativesSummarize recent developments in COPPA and children’s privacyExplain how new technologies complicate COPPA compliance and take the steps needed for your client to avoid common pitfallsUnderstand the CARU Advertising Guidelines and Generative AI Risk MatrixCCB CEU Credit for Compliance Certification Board Professionals  Sheila A. Millar Presentation MaterialCourse Materials: 2023 U.S. Advertising and Privacy Trends and 2024 ForecastKeller & HeckmanCourse Materials: 2024 Children's Advertising IssuesSheila A. MillarCourse Materials: CA Court Blocks Enforcement of Controversial Children’s Online Privacy LawSheila A. MillarCourse Materials: Chapter 320Course Materials: FTC Approves NPR Updating the COPPA RuleKeller & HeckmanCourse Materials: FTC Children’s Online Privacy Protection RuleCourse Materials: Introduction to the Children's codeSegment PowerPoint: Children’s Advertising IssuesSheila A. Millar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460265 460265 98 G3031 1:01:30 https://www.pli.edu/programs/advertising-law-institute/460253?tCode=WTC5_RSS01 Online and traditional advertising Regulation, compliance, and enforcement (Communications and telecommunications) Information privacy (Cybersecurity and data protection) Taken from the Web Program Recorded February 24 - 25, 2026 in ChicagoAdvertise Online Without Getting Sued [01:00:59]E-commerce disputes abound, and more than ever, advertisers should be on high alert as they navigate associated practices. After completing this session, participants will be able to:Describe common sources of class action and regulator complaint in the digital environmentUnderstand trends in e-commerce and privacy litigationIdentify risk management strategies for using technologies like cookies and pixels and engaging in targeted advertisingAdvise on best practices for online termsRob Newman Presentation MaterialCourse Materials: 2024 E Commerce DisputesRob NewmanSegment PowerPoint: Advertise Online Without Getting SuedRob Newman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460253 460253 98 G3031 1:01:41 https://www.pli.edu/programs/advertising-law-institute/460250?tCode=WTC5_RSS01 Online and traditional advertising Sweepstakes and promotions Regulation, compliance, and enforcement (Communications and telecommunications) Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded February 24 - 25, 2026 in ChicagoDon’t Leave Promotional Compliance up to Chance [01:00:26]The Internet and social and mobile media provide companies with many opportunities to promote their products and services. But doing so can get complicated quickly because of the many federal, state, and local laws that govern each digital sweepstakes or skill contest that ask consumers to text, vote, click, comment, and follow. Learn about the hot button legal issues for sweepstakes and contests in new media. After completing this session, participants will be able to:Explain the types of federal and state laws that govern sweepstakes and contestsIdentify the key differences between the skill contests and chance-based promotionsSummarize what information must be included in a call to action for promotionsExplain special considerations that arise when conducting promotions on social media platformsAddress the issues that can arise from use of AI by participantsMitigate the inevitable risk that arise with consumer-facing promotionsCCB CEU Credit for Compliance Certification Board Professionals  Brendan Healey Presentation MaterialCourse Materials: 2024 Crisis Management for PromotionsBrendan HealeySegment PowerPoint: Don’t Leave Promotional Compliance up to ChanceBrendan Healey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460250 460250 98 G3031 1:00:26 https://www.pli.edu/programs/advertising-law-institute/460238?tCode=WTC5_RSS01 Online and traditional advertising Ethical issues (Ethics and professional responsibility) Artificial intelligence Taken from the Web Program Recorded February 24 - 25, 2026 in ChicagoEthical Issues in Advertising [01:02:26]When advising clients on advertising matters, you may encounter ethical dilemmas that require careful judgment. Through a series of hypothetical scenarios, learn how to steer clear of common ethical traps. After completing this session, participants will be able to:Outline best practices for preventing ethical problems when reviewing creative content and factual claims in ad campaignsDetermine whether you may use AI tools in representing a client in bringing or defending an advertising challengeAdvise clients about when they may destroy and when they may preserve creative files for risky ad campaignsUnderstand how far they can advise clients about impermissible advertising activity, without unethically participating in that activityAscertain whether they may ethically represent a client in challenging (or defending a challenge against) a current client, a related client, a former client, or a prospective clientDetermine whether they may ethically publicize their representation of a clientUnderstand whether they may ethically perform legal work for clients located outside the jurisdiction(s), and whether they may perform such work when they themselves physically located outside the jurisdiction(s) in which they are admitted to the barAshima A. Dayal, Paul R. Tremblay Presentation MaterialCourse Materials: 2024 Ethics HypotheticalsPaul R. TremblayCourse Materials: 2024 Ethics in AdvertisingAshima A. Dayal, Paul R. TremblayCourse Materials: COMMITTEE ON PROFESSIONAL ETHICSCourse Materials: Resource Page: Ethical Issues in AdvertisingCourse Materials: SOCIAL MEDIA ETHICS GUIDELINESSegment PowerPoint: Ethical Issues in AdvertisingAshima A. Dayal, Paul R. Tremblay Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460238 460238 98 G3031 1:02:26 https://www.pli.edu/programs/advertising-law-institute/460262?tCode=WTC5_RSS01 Online and traditional advertising False advertising Social media Intellectual property Taken from the Web Program Recorded February 24 - 25, 2026 in ChicagoEndorsements, User-Generated Content (UGC), and Social Media Marketing [01:01:28]Endorsements and testimonials continue to present tricky situations for advertisers. Considering the recent updates to FTC guidelines, and with the continued growth of influencers and reliance on social media platforms, what sorts of issues should be on your radar as you advise your clients? After completing this session, participants will be able to:Identify special considerations when brands utilize influencers and UGCDevelop best practices around crafting influencer agreementsAvoid challenges related to false advertising, misleading advertising and claim substantiation through social mediaExplain and apply the updates made to endorsement guidelinesRobert E. Hough IIPresentation MaterialCourse Materials: 2024 Endorsements, User Generated ContentRachel T. HudsonCourse Materials: Announces Updated Advertising GuidesCourse Materials: Guides Concerning the Use of Endorsements and Testimonials in AdvertisingSegment PowerPoint: Endorsements, User-Generated Content (UGC), and Social Media MarketingRobert E. Hough II Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460262 460262 98 G3031 1:01:28 https://www.pli.edu/programs/advertising-law-institute/460241?tCode=WTC5_RSS01 Online and traditional advertising Social media Regulation, compliance, and enforcement (Communications and telecommunications) Mobile devices Intellectual property Taken from the Web Program Recorded February 24 - 25, 2026 in ChicagoDirect Consumer Communication: Emails, SMS, Calling and Social Media [01:02:00]Your business teams actively communicate with consumers by phone, email, text, and social media. Given the alphabet soup of laws that apply in this area, staying up on and complying with these laws is paramount, especially when even the most minor misstep can result in regulatory investigations, expensive and distracting class actions, and negative PR. And as companies increasingly seek to reach consumers on their mobile devices via SMS text, complying with the state and federal rules governing these practices, such as the Telephone Consumer Protection Act, is no longer a "nice" but a "must." Even with the defense-favorable SCOTUS decision in Facebook v. Duguid, companies and the courts are still divided over the definition of an auto dialer for purposes of assessing whether and what consents are necessary to text consumers. After completing this session, participants will be able to:Understand and explain the laws and risks of direct marketing to consumersDescribe best practices for obtaining consent for sending text messages and tips for avoiding class actionsImplement methods for identifying and managing risksEstablish mechanisms and internal policies to educate business teamsMarc Roth Presentation MaterialCourse Materials: 2024 Direct Consumer CommunicationsMarc RothCourse Materials: Public ActCourse Materials: Resource PageSegment PowerPoint: Direct Consumer Communication: Emails, SMS, Calling and Social MediaMarc Roth Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460241 460241 98 G3031 1:02:42 https://www.pli.edu/programs/advertising-law-institute/460271?tCode=WTC5_RSS01 Online and traditional advertising Intellectual property Trademarks Taken from the Web Program Recorded February 24 - 25, 2026 in ChicagoComparative Advertising Claims [01:01:37]This session geared towards the advanced advertising practitioner will provide tips and strategies needed to responsibly make claims while minimizing risk. After completing this session, participants will be able to:Identify risky advertising claims and implement risk reduction strategiesDevelop and implement best practices for claim substantiationExplain how third-party trademarks can be used in comparative advertisingSara ChubbPresentation MaterialCourse Materials: Advertising ClaimsCaroline Hudson, Rob Newman, Randal ShaheenCourse Materials: Resource Page: Advertising Law 101 for Advanced PractitionersSegment PowerPoint: Comparative Advertising ClaimsSara Chubb Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460271 460271 98 G3031 1:01:37 https://www.pli.edu/programs/advertising-law-institute/460256?tCode=WTC5_RSS01 Online and traditional advertising Digital marketing (Social media) Taken from the Web Program Recorded February 24 - 25, 2026 in ChicagoMedia Buy Agreement Guidance for Advertisers [01:02:21]Do your media buy agreements reflect the complexities of the media market and represent your client’s best interests? After completing this session, participants will be able to:Identify key terms and common issues related to advertising media buy contractsDescribe the advantages and disadvantages of different types of media buy contractsEvaluate risks and benefits of various media channels and platforms – digital, social, media, print, etc.Apply best practices and guidelines for negotiating and drafting media buy contractsMonique N. Bhargava Presentation MaterialCourse Materials: 2024 Media Buy AgreementKeri S. BruceSegment PowerPoint: Media Buy Agreement Guidance for AdvertisersMonique N. Bhargava Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460256 460256 98 G3031 1:02:21 https://www.pli.edu/programs/advertising-law-institute/460244?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Intellectual property) Artificial intelligence Taken from the Web Program Recorded February 24 - 25, 2026 in ChicagoFrom Hype to Habit: Using Organizational Change to Embed AI Compliance in the Advertising World [01:01:34]In this session we will explore how AI is reshaping the advertising lifecycle—from ideation and audience targeting to measurement —and what that means for legal, privacy, and compliance risk management. Participants will learn how to spot the most significant AI-related issues in advertising, including transparency, substantiation, data use, and bias, and how emerging regulatory and self-regulatory expectations are likely to affect day-to-day counseling. After completing this session, participants will have practical tools to add to their toolkit and will be able to:Apply key organizational change concepts that can support AI-governanceImplement risk-mitigation methods that go beyond AI policies to documents business teams will actually use and followDevelop a framework approach to AI requirements impacting advertising, as they continue to expand and changeCCB CEU Credit for Compliance Certification Board Professionals  Liisa M. Thomas Presentation MaterialCourse Materials: When AI Clicks "Pay"SheppardSegment PowerPoint: From Hype to Habit: Using Organizational Change to Embed AI Compliance in the Advertising WorldLiisa M. Thomas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460244 460244 98 G3031 1:01:34 https://www.pli.edu/programs/advertising-law-institute/460268?tCode=WTC5_RSS01 Practice skills (Arts, entertainment, and sports) Online and traditional advertising Television (Communications and telecommunications) Legal writing, drafting, and negotiation Taken from the Web Program Recorded February 24 - 25, 2026 in ChicagoClone Wars: The Use (and Misuse) of Digital Replicas in Advertising [01:00:42]Digital replicas have the potential to reshape advertising by enabling brands to deliver scalable, personalized campaigns with unprecedented speed and efficiency. As advertisers begin to experiment with this technology, understanding the legal and contractual frameworks governing its use is critical to fostering innovation while minimizing risk. After completing this session, participants will be able to:Understand how state laws impact the enforceability of contracts governing digital replicasAnalyze the coverage of digital replicas and synthetic performers under the SAG-AFTRA Commercials ContractImplement best practices for securing consent from talent, including what qualifies as a “reasonably specific description” of uses under state law and SAG-AFTRA rulesLearn and apply tips for negotiation contracts that include digital replica creation and useBrian G. MurphyPresentation MaterialCourse Materials: Clone Wars: The Use (and Misuse) of Digital Replicas in AdvertisingBrian G. MurphyCourse Materials: Hochul Signs Legislation Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460268 460268 98 G3031 1:00:42 https://www.pli.edu/programs/advertising-law-institute/460259?tCode=WTC5_RSS01 Online and traditional advertising Taken from the Web Program Recorded February 24 - 25, 2026 in ChicagoSustainability, Climate and More: Implications for Green Claims Today [01:00:36]Green claims abound in today’s marketplace, and eco-friendly companies are attractive to consumers today. How should companies responsibly manage messaging to consumers while minimizing risk for challenges? After completing this session, participants will be able to:Explain how environmental policies are shaping the landscape for environmental claimsDescribe the current legal landscape for key environmental claimsUnderstand how to minimize risk with respect to setting environmental or sustainability goalsDevelop strategies for avoiding environmental claims substantiation challengesIdentify key trends to watch in the green claims spaceRandal Shaheen Presentation MaterialCourse Materials: 2024 Sustainability, Climate, and MoreRandal ShaheenCourse Materials: FTC Extends Public Comment PeriodCourse Materials: Guides for the Use of Environmental Marketing ClaimsSegment PowerPoint: Sustainability, Climate and More: Implications for Green Claims TodayRandal Shaheen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460259 460259 98 G3031 1:00:36 https://www.pli.edu/programs/advertising-law-institute/460247?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Information privacy (Cybersecurity and data protection) Taken from the Web Program Recorded February 24 - 25, 2026 in ChicagoConsidering Incentives – Loyalty, Pricing, and the Landscape Today [01:02:37]Advertisers today use a variety of methods to reach and entice customers, increasing and creating new risks. Marketing and business teams are exploring innovative new ways to bring in new customers and keep them coming back. When employing incentives such as discounts, offers, loyalty programs and other offers, how should attorneys advise their clients? After completing this session, participants will be able to:Understand the developments in the pricing space, including algorithmic pricing, digital discounts, and class action developmentsImplement best practices around communicating price comparisonsIncrease awareness of key requirements and risks for loyalty programs, including related state privacy law obligationsUnderstand and implement compliant methods for incentivizing reviewsCaroline Hudson Presentation MaterialCourse Materials: NAD SuggestionsLoeb & LoebSegment PowerPoint: Considering Incentives – Loyalty, Pricing, and the Landscape TodayCaroline Hudson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460247 460247 98 G3031 1:02:37 https://www.pli.edu/programs/california-eviction-defense/460204?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Housing Fair housing Eviction Taken from the Web Program Recorded February 24, 2026 in San FranciscoUsing Anti-Discrimination Laws to Protect Tenants From Eviction [01:17:45]Discriminatory conduct can be the basis for an effective defense in an unlawful detainer action. After completing this session, participants will be able to:Interpret California’s fair housing laws, which still provide robust protections despite federal rollbacksIssue spot discriminatory conductUse fair housing laws to help tenants who have experienced discrimination to avoid evictionTaylor Campion, Tiffany Hickey, Danny SternbergThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Family Violence Appellate Project, Know Your Rights: Eviction Protection for Survivors of Abuse and Violence (December 2025)Taylor CampionFamily Violence Appellate Project, Overview of Eviction Appeal Process (April 2025)Taylor CampionFamily Violence Appellate Project, Know Your Rights: Tenants’ Right to Call for Help (March 2025)Taylor CampionNational Housing Law Project, Know Your Rights: Sharing Information about Immigration Status in HUD Housing Programs (June 2025)Danny SternbergFamily Violence Appellate Project, Know Your Rights: Housing Rights for Immigrants (December 6, 2022)Danny Sternberg,Taylor CampionWestern Center on Law & Poverty, Housing Practice Tip, Protections Against Discrimination for California Tenants: Spotlight on Immigration (April 2025)Danny SternbergDisability Rights California Publications and Templates, FEHA RegulationsTiffany HickeyPresentation MaterialAn Investigation of Familial Status and National Origin Discrimination in Rental HousingDanny SternbergUsing Anti-Discrimination Laws to Protect Tenants From Eviction (PowerPoint Slides)Taylor Campion, Tiffany Hickey, Danny Sternberg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460204 460204 98 G3180 1:18:27 https://www.pli.edu/programs/california-eviction-defense/460198?tCode=WTC5_RSS01 Litigation Settlement (Dispute resolution) Public interest law and pro bono Housing Eviction Taken from the Web Program Recorded February 24, 2026 in San FranciscoNegotiating Successful Settlement Agreements in Unlawful Detainers [01:02:25]The first step to negotiating a successful settlement is go to court! You have to be ready for trial in order to be in a strong negotiating position. So, once you have done all your discovery and are prepared to try the case, you will be in a much stronger negotiating position. Don’t neglect that critical step. Showing opposing counsel you are ready to win in court will put you in a much stronger negotiating position. After completing this session, participants will be able to:Identify and lay out the basics of an effective settlement agreementCraft an agreement that protects your client’s rights and avoids pitfalls of ex parte judgmentsTracy Friedman, Christina GonzalezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Negotiating Successful Settlement Agreements in Unlawful Detainers—Outline and ExamplesTracy Friedman,Christina GonzalezPresentation MaterialNegotiating Successful Settlement Agreements in Unlawful Detainers (PowerPoint Slides)Tracy Friedman, Christina GonzalezUpdated UD Stipulated Judgment TemplateChristina Gonzalez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460198 460198 98 G3180 1:03:07 https://www.pli.edu/programs/california-eviction-defense/460201?tCode=WTC5_RSS01 Litigation Trial Public interest law and pro bono Housing Eviction Taken from the Web Program Recorded February 24, 2026 in San FranciscoGetting Ready to Take an Unlawful Detainer to Trial [01:16:30]This session discusses preparation for an unlawful detainer trial. These cases present unique challenges due to the highly compressed timeline where discovery and motions have five day timelines. After completing this session, participants will be able to:Prepare for trial on the fast-track unlawful detainer timelineImplement strategic considerations for determining when requesting a jury will benefit your clientDraft and use jury instructionsRecognize evidentiary issues including when to use motions in limineHilda Chan, Julie Lemmer, Kate WardripThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Defendant’s Opposition to Plaintiff’s Motion in Limine to Exclude any Evidence and Argument by Defendant That She Did Not Engage in Unlawful Harassment as Alleged in Restraining OrderJulie LemmerSample Defendant’s Motion to Bifurcate TrialHilda ChanSample Defendant’s Motion in Limine #7 to Exclude Any Non-Consensual Recordings of Communications Within Defendant’s HomeJulie LemmerSample Ex Parte Application for Order Continuing Trial Date; Declaration of [Attorney] in Support; Proposed OrderJulie LemmerSample Defendant’s Notice of Motion and Motion for Admissions to be Deemed Admitted, Motion to Compel Discovery Responses, and Motion to Continue Trial; Memorandum of Points and Authorities; [Attorney] Declaration ISOJulie LemmerSample Defendant’s Memorandum of Points and Authorities Regarding Preservation of Jury and Permissibility of Non-Appearance at Trial for Plaintiff’s Case in ChiefJulie LemmerSample Stipulation to Continue Discovery and Trial; [Proposed] OrderJulie LemmerSample Defendant’s Notice of Motion and Motion to Compel Discovery Responses and Motion to Continue Trial; Memorandum of Points and Authorities; Separate Statement; [Attorney] Declaration ISO; [Proposed] OrderHilda ChanSample Defendant’s Motion in Limine #3: To Exclude Evidence Concerning SmokingHilda ChanSample Defendant’s Motion in Limine #8: To Exclude Video of VanHilda ChanSample Defendant’s CACI Jury InstructionsHilda ChanSample Special Verdict Form (Nonpayment with Habitability in Subsidized Housing)Hilda ChanSample Defendant’s First Amended Special Jury InstructionsHilda ChanSample Defendant’s Ex Parte Application for an Order to Continue Trial Date and Discovery Cutoff; Memorandum of Points and Authorities; Declaration ISO Application; ExhibitsHilda ChanSample Motion to Bifurcate TrialHilda ChanSample Defendant’s Additional Motion to Bifurcate TrialHilda ChanSample Defendant’s Motion in Limine #1: Exclude Video Not Produced in DiscoveryJulie LemmerSample Special Verdict Form (Nuisance with Reasonable Accommodations Retaliation)Hilda ChanSample Defendant’s Ex Parte Application for Order to Compel Electronic Service of Discovery Responses, Request for $1800 in Sanctions under CCP § 575.2; Request to Continue Trial; Memorandum of Points and Authorities; [Attorney] Declaration ISOJulie LemmerSample Defendant’s Motion in Limine No. 2 to Exclude Evidence of Alleged Nuisance Conduct Not Specified in the Notice to Cure or QuitJulie LemmerSample Defendant’s Motion in Limine No. 2 to Exclude Evidence Not Produced in DiscoveryJulie LemmerSample Defendant’s Motion in Limine No. 6 to Exclude Hearsay “Incident Report”Julie LemmerSample Defendant’s Motion in Limine No. 7 to Exclude Evidence of “Repairs” DamagesJulie LemmerSample Defendant’s Notice of Motion and Motion for Summary JudgmentJulie LemmerSample Defendant’s Trial BriefJulie LemmerSample Notice of Defendant’s Demurrer to Plaintiff’s Complaint; Defendant’s Demurrer to Plaintiff’s Complaint; Memorandum of Points and Authorities in Support ThereofJulie LemmerPresentation MaterialGetting Ready to Take an Unlawful Detainer to Trial (PowerPoint Slides)Hilda Chan, Julie Lemmer, Kate Wardrip Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460201 460201 98 G3180 1:17:12 https://www.pli.edu/programs/california-eviction-defense/460207?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Housing Real estate Eviction Taken from the Web Program Recorded February 24, 2026 in San FranciscoIntroduction to Unlawful Detainers [01:31:20]This session will provide an overview of unlawful detainer procedures and the defenses available to tenants. After completing this session, participants will be able to:Identify fatal flaws in eviction noticesDraft an effective Answer to an Unlawful Detainer ComplaintDetermine whether to file a motion attacking the pleadings before answeringBrianna Aguet, Karina Mora, Kaimi WengerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Answer Attachment 3t (Updated August 20, 2025)Brianna AguetSample Defendant’s Notice of Motion and Motion for Summary Judgment; Memorandum of Points and Authorities; Declarations and Exhibits in Support Thereof (October 21, 2024)Brianna AguetCentro Legal De La Raza, Self-Help General Answer Packet Instructions (October 2024)Karina MoraPresentation MaterialIntroduction to Unlawful Detainers (PowerPoint Slides)Brianna Aguet, Karina Mora, Kaimi Wenger Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460207 460207 98 G3180 1:32:02 https://www.pli.edu/programs/corporate-governance/460141?tCode=WTC5_RSS01 Corporate governance Compensation committees Board of directors Disclosures (Corporate governance) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded February 23, 2026 in New YorkCompensation Committees: What are we now? [01:01:35]Participants will leave this program with a greater understanding of: Proposed SEC rule changes and interpretation Proxy advisor and passive investor policy changes and changes in the legal environment Recent mega-grant practices and outcomes Moderator: Marc R. Trevino Speakers: Blair Jones, James Killerlane, Andrew C. LiazosThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Skadden, Matters to Consider for the 2026 Annual Meeting and Reporting Season (December 15, 2025)Brian V. BrehenyRobert E. Buckholz, et al., Ch. 4A: Compensation Committee Responsibilities and Authority, Practising Law Institute, Public Company Deskbook: Complying with Federal Governance & Disclosure Requirements (Third Edition) (December 2025)Lillian Brown,Thomas J KimPresentation MaterialCompensation Committees: What are we now?Blair Jones, James Killerlane, Andrew C. Liazos, Marc R. Treviño Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460141 460141 98 G3135 1:01:35 https://www.pli.edu/programs/corporate-governance/460138?tCode=WTC5_RSS01 Accounting and financial reporting Regulation, compliance, and enforcement (Accounting and financial reporting) Corporate governance Audit committees (Corporate governance) Securities filings and financial statements Taken from the Web Program Recorded February 23, 2026 in New YorkSelected Audit Committee Priorities for 2026 [01:01:10]Participants will leave this program with a greater understanding of: Emerging risk oversight priorities – AI, cybersecurity, tax/tariffs, and supply chains Hot button SEC financial reporting focus areas – revenue recognition, segments, and non-GAAP New and forthcoming FASB developments – disaggregation of income statement expenses (DISE) and income tax disaggregation and disclosure updates Internal audit engagement PCAOB prioritiesIAPP Privacy credit for Privacy Professionals  Moderator: Alan J. Wilson Speakers: Timothy D. Brown, Lisa M. Kohl, Vanessa TeitelbaumThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Skadden, Matters to Consider for the 2026 Annual Meeting and Reporting Season (December 15, 2025)Brian V. BrehenyFostering Constructive Dialogue with the External Auditor (December 18, 2025)Vanessa TeitelbaumCenter for Audit Quality and Ideagen Audit Analytics, Audit Committee Transparency Barometer 2025 (December 2025)Vanessa TeitelbaumWilmerHale, PCAOB Survives and Continues to Share Guidance with Audit Committees (July 11, 2025)Alan J. Wilson,Noah Levin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460138 460138 98 G3135 1:01:10 https://www.pli.edu/programs/corporate-governance/460129?tCode=WTC5_RSS01 Corporate governance Board of directors Board composition Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded February 23, 2026 in New YorkFocus on the Nominating and Governance Committee – Emerging Technologies and Evolving Regulatory Landscapes [01:02:09]Participants will leave this program with a greater understanding of: Navigating the corporate governance landscape in the current administration Effective governance for supporting performance and driving improvement Building a better board to meet today’s challenges Board composition, refreshment/ tenure, and succession planning CEO succession considerations and processes Moderator: Adé Heyliger Speakers: Douglas K. Chia, Samantha Kappagoda, Carla TullyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Skadden, Matters to Consider for the 2026 Annual Meeting and Reporting Season (December 15, 2025)Brian V. BrehenyWeil, Top Ten Priorities for the Nominating and Governance CommitteeAdé HeyligerRobert E. Buckholz, et al., Ch. 1D: Nominating and Corporate Governance Committee, Practising Law Institute, Public Company Deskbook: Complying with Federal Governance & Disclosure Requirements (Third Edition) (December 2025)Lillian Brown,Thomas J Kim Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460129 460129 98 G3135 1:02:09 https://www.pli.edu/programs/corporate-governance/460126?tCode=WTC5_RSS01 Corporate governance Board of directors Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Artificial intelligence Taken from the Web Program Recorded February 23, 2026 in New YorkBoard Oversight and Management of AI Matters [01:15:57]Participants will leave this program with a greater understanding of: Board responsibilities for oversight of AI strategy and risks The role of AI in the board room Disclosure considerations related to AI governance Liability challenges and potential crisis scenario involving AI usageIAPP Privacy credit for Privacy Professionals  Moderator: Brian V. Breheny Speakers: Michael Bartels, Gautam Basak, Rani DoyleThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Skadden, Matters to Consider for the 2026 Annual Meeting and Reporting Season (December 15, 2025)Brian V. BrehenySkadden, AI Insights, White House Launches National Framework Seeking to Preempt State AI Regulation (December 15, 2025)Brian J. Egan,Shay Dvoretzky,Pramode Chiruvolu,Lisa V. Zivkovic,Dana E. Holmstrand,Matthew Urfirer,David A. Simon,Stuart D. Levi,William E. Ridgway,Ken D. Kumayama,Don L. Vieira,Joshua Silverstein,Brian V. BrehenySkadden, The Informed Board, AI Safety: The Role of the Board in Assessing and Managing AI Risk (Summer 2024)Nicola Kerr-Shaw,Susanne Werry,Jacob F. Bell,Ken D. Kumayama,Stuart D. Levi,William E. Ridgway,David A. Simon,Brian V. BrehenyPresentation MaterialBoard Oversight and Management of AI MattersMichael Bartels, Gautam Basak, Brian V. Breheny, Rani Doyle Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460126 460126 98 G3135 1:16:39 https://www.pli.edu/programs/corporate-governance/460135?tCode=WTC5_RSS01 Corporate governance Board of directors Regulation, compliance, and enforcement (Corporate law) Ethical issues (Ethics and professional responsibility) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded February 23, 2026 in New YorkEthical Issues for Governance Lawyers [01:01:40]Participants will leave this program with a greater understanding of: Obligations of in-house lawyers under the Rules of Professional Conduct Ethical considerations of lawyers as whistleblowers  Effectively managing potential conflicts of interest Moderator: Arian M. June Speakers: Eduardo A. Santiago-Acevedo, Thomas W. White, Jenny WoodsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Skadden, Matters to Consider for the 2026 Annual Meeting and Reporting Season (December 15, 2025)Brian V. BrehenyEthical Issues Facing Lawyers in Government Investigations and LitigationJames Q. Walker,Arian M. June Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460135 460135 98 G3135 1:01:40 https://www.pli.edu/programs/corporate-governance/460132?tCode=WTC5_RSS01 Corporate governance Shareholders (Corporate governance) Regulation, compliance, and enforcement (Corporate law) Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded February 23, 2026 in New YorkProxy Season Update [00:59:53]Participants will leave this program with a greater understanding of: Key trends in shareholder proposals and company proposals Regulatory developments from the SEC and what to expect going forward Annual meeting preparation and logistics Developments in proxy disclosures Shareholder engagement and changes to proxy voting policies Moderator: Beth Ising Speakers: Maia Gez, Lyndon Park, Andrew WrightThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Skadden, Matters to Consider for the 2026 Annual Meeting and Reporting Season (December 15, 2025)Brian V. BrehenyWhite & Case, Alert, Federal District Court Enforces Advance Notice Bylaws in Denying Injunctive Relief Sought by Shareholder (December 19, 2025)Glenn M. Kurtz,Camille Shepherd,Richard Brand,Maia GezWhite & Case, Alert, Public Companies in Uncharted Territory Following SEC Announcement it Will Step Back from Responses on Most Shareholder Proposal No-Action Requests (November 24, 2025)Melinda Anderson,Michelle Rutta,Patti Marks,Danielle Herrick,Maia Gez,Scott Levi,Erica HoganGibson Dunn, Securities Regulation & Corporate Governance Update, ISS and Glass Lewis Issue Proxy Voting Policy Updates for 2026 (December 16, 2025)Geoffrey Walter,Thomas Franck,Beth Ising,Sean Feller,Krista Hanvey,Julia Lapitskaya,Lori ZyskowskiGibson Dunn, Securities Regulation & Corporate Governance Update, President Trump Issues Executive Order Addressing Proxy Advisors and Shareholder Proposals (December 15, 2025)Nathan Marak,Beth Ising,Mellissa Duru,Julia Lapitskaya,Ronald Mueller,Aaron BriggsGibson Dunn, Securities Regulation & Corporate Governance Update, SEC Staff Issues Statement Revising Its Role in the Shareholder Proposal Process for the 2026 Proxy Season (November 18, 2025)Geoffrey Walter,Natalie Abshez,Aaron Briggs,Mellissa Campbell Duru,Beth Ising,Thomas J. Kim,Brian Lane,Julia Lapitskaya,Ronald Mueller,Lori ZyskowskiGibson Dunn, Securities Regulation & Corporate Governance Update, SEC Chairman Atkins Comments on Rule 14a-8 Challenges to Non-Binding Shareholder Proposals, as Well as Delaware and Texas Corporate Laws (October 13, 2025)Ronald Mueller,Beth Ising,Thomas J. Kim,Brian Lane Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460132 460132 98 G3135 1:00:35 https://www.pli.edu/programs/twelfth-annual-form-10-kproxy-tune-up/457925?tCode=WTC5_RSS01 Accounting and financial reporting Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam.Upon successful completion of this program, the participant will be able to:• Discuss Form 10-K and proxy statement planning considerations, including filing status determination, deadlines, an overview of recent changes to Form 10-K, and evolving cybersecurity disclosures. • Review challenging reporting issues, including Form 10-K disclosures for clawbacks and Rule 10b5-1 trading arrangements, and new proxy statement shareholder proposal considerations.• Utilize SEC staff focus areas, recent enforcement cases, and company examples in areas such as MD&A, non-GAAP financial measures, and artificial intelligence (AI) to improve Form 10-K disclosures and avoid comment letters and enforcement actions. Course Overview:This program will focus on:• Review of disclosures for insider trading policies• Analysis of disclosures for Rule 10b5-1 plans and “non-10b5-1 trading arrangements”• Review of disclosures for clawback policies and related clawback disclosures for listed companies• “Close in time” disclosures regarding policies and practices with respect to the grant of certain equity awards in conjunction with the release of material nonpublic information• Tailoring disclosures about supply chain disruption and other emerging risks for your company – risk factors, MD&A, and accounting considerations • Key disclosure issues and timing for proxy statements• Assuring appropriate disclosure of perks in view of continuing SEC scrutiny and enforcement actions• Shareholder proposal developments – the SEC’s suspension of no-action relief for Rule 14a-8 proposals during 2026• Virtual or in-person annual meeting considerations• Abstention and broker non-vote policies and their effects on achieving quorum requirements and approving proposals• Update on universal proxy developments and related bylaw amendments• Expected SEC staff focus areas for Form 10-Ks and proxy statements, including non-GAAP measures and MD&A• Recent accounting and auditing enforcement actions• Addressing the “little things” that always cause problems CPE Program Level: Update Intended Audience: Accountants and attorneys who deal with SEC reporting and disclosure and related accounting issues, including CFOs, controllers and their staff, internal auditors, partners of public accounting firms and their staff, in-house counsel, and outside attorneys.Prerequisites: None Advanced Preparation: NoneInstructional Method: QAS Self-StudyUpdated: March 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. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457925 457925 216 G5631 1:05:00 https://www.pli.edu/programs/global-advertising-law-year-in-review-g5594/457888?tCode=WTC5_RSS01 Communications and telecommunications Digital and mass media Online and traditional advertising International law Technology Advertising law continues to evolve at a rapid pace globally, with significant legislative, regulatory, self-regulatory, and litigation developments. Members of the Global Advertising Lawyers Alliance will provide an overview of some of the key developments in advertising law around the world over the last year.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457888 457888 98 G5594 1:02:32 https://www.pli.edu/programs/ai-adoption-in-real-estate-practice/461549?tCode=WTC5_RSS01 Legal innovation Real estate Real estate contracts Artificial intelligence Taken from the Web Program Recorded February 19, 2026 in New YorkAI Adoption in Real Estate Practice [01:00:08]After completing this program, viewers should be prepared to: Present the Theory of the Case – R&G Real Estate’s AI Methods and StrategyCurated RevolutionPlaying to our StrengthsReview Use Cases – Current and Aspirational Use CasesAd Hoc Low Hanging FruitBehind the Scene Workflow ImprovementNew Product DevelopmentPrepare for Reception Within the GroupInternal Marketing Strategy – More is MoreChallengesSuccessesConsider predictions Sally N. Davis, Peter E. Scherer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461549 461549 98 G5710 1:00:08 https://www.pli.edu/programs/family-preparedness-planning-for-immigrant-communities/461386?tCode=WTC5_RSS01 Family law Guardianship (Family law) Immigration and naturalization Litigation Public interest law and pro bono Taken from the Web Program Recorded February 19, 2026 in San FranciscoFamily Preparedness Planning for Families Facing Separation [01:00:27]After completing this session, participants will be able to:Understand the challenges faced by parents who are at risk of deportation or long-term separation from their children.Recognize that misinformation about family preparedness is common—making accurate, state-specific advice critical.Help clients create short-term plans for their children during a parent’s detention and long-term plans, such as reunification in the country of origin or placement with a guardian in the United States.Support immigrant families in reducing the risk of child welfare involvement following a parent’s deportation through careful planning and preparation.Identify when a client should be referred to a family law attorney due to disagreements between parents about caregiving plans.Understand current California guardianship law and recent legislation that expands parents’ options for choosing caregivers for their children.Sharon Balmer-Cartagena, Juan Guzman, Ylianna Perez-GuerreroPresentation MaterialCreating a Family Plan: A Workbook for Immigrant ParentsSharon Balmer Cartagena, Juan Guzman, Ylianna Perez-GuerreroEnsuring Family Connection: A Guide to Representing Parents in Probate GuardianshipsSharon Balmer Cartagena, Juan Guzman, Ylianna Perez-Guerrero Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461386 461386 98 G5677 1:00:27 https://www.pli.edu/programs/global-ip-spotlight--south-korea/462614?tCode=WTC5_RSS01 Intellectual property Trademark litigation Regulation, compliance, and enforcement (Intellectual property) Trade secret dispute litigation Artificial intelligence Taken from the Web Program Recorded February 19, 2026 in New YorkGlobal IP Spotlight – South Korea [01:10:43]After completing this program, participants will be prepared to:Understand Korea’s New IP Policy Environment and the Transition to MOIPDevelopments in IP Policy under Korea’s New GovernmentWhat does MOIP status change in practice: priorities, budget, inter-ministerial leverage, and accountability?From the practitioner side, can lawyers anticipate meaningful shifts in day-to-day practice?Review AI Basic Act and Emerging Tech Governance in KoreaWhat are the key compliance triggers under Korea’s AI Basic Act, and where is the most uncertainty in year one?How does Korea’s AI governance approach compare with the EU AI Act and emerging U.S. norms?How will transparency and labeling obligations intersect with IP strategy, especially for content, branding, and provenance claims?At a high level, how does the Korean government view the balance between trust obligations and global AI competitiveness?Consider IP Litigation, Enforcement, Evidence, and Cross-Border DisputesWhat are the most important trends at the IP High Court that foreign litigants may miss?What are the most common mistakes foreign parties make in Korean IP litigation?Where are cross-border Korea-linked disputes most likely to escalate in 2026: trade secrets, standards, platforms, or something else?If U.S. companies are doing joint development with Korean partners, what is the single highest-leverage contract/process fix one would recommend?Review IP Considerations Involving Brands, Content, Gaming, and Platform DynamicsFor a U.S. brand entering or expanding in Korea, what are the top three trademark risk zones in 2026?How are platform design, AI-generated content, and consumer perception reshaping unfair competition and brand disputes?What is the fastest enforcement tool in Korea for online infringement, and what evidence is most important on day one?How is the IP culture for K-Pop, K-drama, and K-beauty similar or different from their equivalents outside of South Korea?Closing Practical Korea IP Practice TakeawaysFor U.S. companies doing business with Korea, what would such parties benefit from doing?Jaewoo Kwak, Daryl Lim, Hyun-suk Lim, Sangchul Park, Seong-Soo Park, YoungJoo Song, Hon. Jiyoung YiPresentation MaterialHandout: King & Chang Newsletter, 2025 Issue 4 & 2026 Issue 1, Patent, Trademark, Design, Copyright & Unfair CompetitionSeong-Soo ParkHandout: KIPO News, Government Steps Forward in Overseas IP Disputes; Export Companies No Longer Fight Alone (March 13, 2026)Hyun-suk LimHandout: KIPO News, MOIP, MFDS, and KCS Hold Inter-agency Joint Briefing to Combat Counterfeit Cosmetics (March 29, 2026)Hyun-suk LimHandout: KIPO News, The Ministry of Intellectual Property Increases Budget by KRW 14.5 Billion to Support Corporate IP Dispute Resolution (March 29, 2026)Hyun-suk Lim Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 462614 462614 98 G5711 1:10:43 https://www.pli.edu/programs/negotiating-commercial-leases/460181?tCode=WTC5_RSS01 Sales contracts Life sciences Practice skills (Life sciences) Regulation, compliance, and enforcement (Real estate) Taken from the Web Program Recorded February 19 - 20, 2026 in New YorkCommercial Leases: Stayin’ Alive – Top 10 Tips for Surviving and Thriving in Life Sciences [01:00:49]This segment will discuss landlord and tenant perspectives in negotiating lease provisions specific to the life sciences industry. Upon completion of this segment, participants will be able to:Understand underwriting requirementsReview financing and models for life science leasingUnderstand the regulatory environment for life sciencesAddress build-out requirementsIdentify unique building system needsAddress access, safety, and confidentiality issuesUnderstand impacts on adjacent tenants and tenant mixConsider impacts on utilitiesReview indemnity issuesDraft surrender provisionsAllison Nelson, John Busey WoodPresentation MaterialCommercial Leases: Stayin’ Alive – Top 10 Tips for Surviving and Thriving in Life SciencesAllison R. Nelson, John Busey Wood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460181 460181 98 G3162 1:01:31 https://www.pli.edu/programs/negotiating-commercial-leases/460163?tCode=WTC5_RSS01 Real estate leasing Retail leases Office leases Commercial ground leases Real estate contracts Taken from the Web Program Recorded February 19 - 20, 2026 in New YorkHot Issues in Retail Leasing [01:01:12]This segment will instruct practitioners on negotiating retail leases. Upon completion of this session, participants will be able to:Evaluate percentage rent only deals, including how to calculate gross sales and verify the same in connection with gross sales termination rightsNegotiate exclusive use rights and prohibited uses, including in connection with conversions to office, residential, and other usesDraft opening and operating covenants, including exceptions and penalties for a violationExamine co-tenancy provisions, including conversions to other uses and enforcementReview luxury retail leasesRuth Schoenmeyer, Jennifer Yashar Presentation MaterialChapter 9: Contracts and Leases, Financially Distressed Companies Answer BookMeyer Last, Ruth A. SchoenmeyerHot Issues in Retail LeasingMeyer Last, Ruth A. Schoenmeyer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460163 460163 98 G3162 1:01:12 https://www.pli.edu/programs/negotiating-commercial-leases/460187?tCode=WTC5_RSS01 Real estate Real estate transactions Practice skills (Real estate) Real estate contracts Taken from the Web Program Recorded February 19 - 20, 2026 in New YorkOpening Remarks and 2025 Recap: Delivery Condition, Amenities, Exit Rights, and Surrender [01:00:50]This segment will provide instruction on preparing lease agreements after developments in 2025. After completing this session, participants will be able to:Understand how landlords are calculating the area of premises post-COVIDConsider premises delivery condition concernsNegotiate lease provisions relating to building amenitiesManage client expectations with respect to exit rightsDiscuss tenant and subtenant concerns with respect to subleasesExamine issues with respect to surrender obligationsMeyer Last, Ruth Schoenmeyer, Jennifer Yashar, John Busey WoodPresentation MaterialOpening Remarks and 2025 Recap: Delivery Condition, Amenities, Exit Rights, and SurrenderMeyer Last, Ruth A. Schoenmeyer, John Busey Wood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460187 460187 98 G3162 1:00:50 https://www.pli.edu/programs/negotiating-commercial-leases/460160?tCode=WTC5_RSS01 Real estate Practice skills (Real estate) Regulation, compliance, and enforcement (Real estate) Taken from the Web Program Recorded February 19 - 20, 2026 in New YorkEmerging Issues in Commercial Leases: Data Centers [01:00:30]After completing this session, participants will be able to:Discuss different types of data center leasesConsider unique aspects of data center leasesCompare colocation agreements to leasesComplete the due diligence required in connection with data centersResponsibility, liability and damages for security and energy failures of data center providersGeorge Bernhardt, Ruth Schoenmeyer, John Busey WoodPresentation MaterialCh. 11: Computers and Related High-Technology Equipment, Equipment Leasing-Leveraged LeasingGeorge P. Bernhardt, Ruth A. Schoenmeyer, John Busey WoodEmerging Issues in Commercial Leases: Data CentersGeorge P. Bernhardt, Ruth A. Schoenmeyer, John Busey Wood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460160 460160 98 G3162 1:01:12 https://www.pli.edu/programs/negotiating-commercial-leases/460157?tCode=WTC5_RSS01 Real estate Practice skills (Real estate) Rents (Real estate) Taken from the Web Program Recorded February 19 - 20, 2026 in New YorkDistressed Property Leasing Strategies [01:00:20]This session will cover emerging leasing issues with distressed properties. After completing this session, participants will be able to:Perform due diligence regarding landlord and buildingSeek security with respect to concessionsNegotiate SNDA with lender upfrontInclude protections with respect to building operationsConsider including restrictions with respect to future landlord transfersAnton N. Natsis, Ruth Schoenmeyer, John Busey WoodPresentation MaterialDecision, JJD-HOV Elk Grove, LLC v. Jo-Ann Stores, LLC, No.Anton N. Natsis, Ruth A. Schoenmeyer, John Busey WoodDistressed Property Leasing StrategiesAnton N. Natsis, Ruth A. Schoenmeyer, John Busey WoodMOAC Mall Holdings LLC v. Transform Holdco LLCAnton N. Natsis, Ruth A. Schoenmeyer, John Busey Wood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460157 460157 98 G3162 1:01:02 https://www.pli.edu/programs/negotiating-commercial-leases/460169?tCode=WTC5_RSS01 Sales contracts Tenant improvements Construction contracts Taken from the Web Program Recorded February 19 - 20, 2026 in New YorkBuilding Out Today’s Tenant Improvements—Work Orders and Other Impacts [01:00:39]This segment will instruct practitioners on negotiating tenant buildouts. Upon completion of this session, participants will be able to:Evaluate candidate leased properties attributes, including hidden costsUnderstand the interrelation of commencement date and work letterAssess the location and negotiate the buildout for new space for large tenantsSelect and price various candidate spaces for suitability and alterationsEstimate and secure the landlord's work funding and related rental credits and abatementsNegotiate today’s tenant options based on changes in services, use and age of building systemsImplement project administration participation at all phasesMeyer Last, Kelly Ryan, Ari Weisfelner, Ruth Schoenmeyer, John Busey WoodPresentation MaterialForm of Improvable, Buildable and Financeable Ground Lease with Imbedded Base Building Core and Shell Rehab Loan from Lessee to Lessor with Amortization against Rentals – Case StudyMeyer Last, Kelly Ryan, Ruth A. Schoenmeyer, Ari Weisfelner, John Busey Wood, Jennifer A. Yashar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460169 460169 98 G3162 1:00:39 https://www.pli.edu/programs/negotiating-commercial-leases/460166?tCode=WTC5_RSS01 Lease accounting Practice skills (Accounting and financial reporting) Practice skills (Banking and finance) Taken from the Web Program Recorded February 19 - 20, 2026 in New YorkStructures, Audits and Credit Support [01:02:14]This segment will discuss key financial terms for commercial leasing and provide a working overview of the recent lease accounting rules. Upon completion of this session, participants will be able to:Understand the key differences between gross, net, and modified gross leasesNavigate the tricky subject of separating operating expense exclusions from inclusionsKnow how to deal with capital improvements, replacements, and repairs in an operating expense clauseNavigate gross-up language in a limited back-to-office worldNegotiate lease audit rights and obligationsUnderstand the origins of the new lease accounting standardsKnow how to generally calculate the Right of Use Asset/Liability Value of a leaseUnderstand how companies’ offices of finance view leases under the new rulesBetter advise clients on how to prepare their leases for their financial auditsMarc E. Betesh, Meyer Last, John Busey Wood Presentation MaterialCh. 7: Financial Accounting Treatment, Net Leases and Sale-Leasebacks: A Guide to Legal, Tax and Accounting StrategiesMarc Betesh, Meyer Last, John Busey WoodStructures, Audits and Credit SupportMarc Betesh, Meyer Last, John Busey Wood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460166 460166 98 G3162 1:02:14 https://www.pli.edu/programs/negotiating-commercial-leases/460154?tCode=WTC5_RSS01 Commercial litigation Real estate litigation Taken from the Web Program Recorded February 19 - 20, 2026 in New YorkThe Litigators Speak: What Litigators Really Think of Your Leases [01:01:04]This session considers what can go wrong after the lease is signed, with a focus on practical drafting solutions to try to avoid litigation later. The panelists will focus on:Drafting rules of thumb to avoid litigation laterUnderstanding rules of construction that may surprise transactional attorneysProper drafting and use of conditional limitation clauses to accelerate the resolution of tenant defaults and obtaining possession of the space: The Ponte Gadea vs. Gap multijurisdictional case.Considering lease provisions that frequently give rise to disputesEmilie Cooper, Derek B. DomianPresentation MaterialThe Litigators Speak: What Litigators Really Think of Your LeasesEmilie Cooper, Derek B DomianThe Litigators Speak: What Litigators Really Think of Your Leases: HANDOUTEmilie Cooper, Derek B DomianWhat Litigators Think About Your LeaseEmilie Cooper, Derek B Domian Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460154 460154 98 G3162 1:01:04 https://www.pli.edu/programs/negotiating-commercial-leases/460184?tCode=WTC5_RSS01 Letters of intent Real estate Real estate development Real estate contracts Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460184 460184 98 G3162 1:02:22 https://www.pli.edu/programs/negotiating-commercial-leases/460178?tCode=WTC5_RSS01 Commercial litigation Dispute resolution Arbitration Real estate litigation Commercial real estate Taken from the Web Program Recorded February 19 - 20, 2026 in New YorkComplex Commercial Real Estate Issues: Arbitration vs. Litigation [01:02:17]This segment will compare ADR options to litigation. Upon completion of this session, participants will be able to:Draft “must have” dispute resolution clausesUtilize valuable resourcesappellate rulesclause builderrecent rule amendmentsKnow the parameters of sanctions under the commercial rulesResolve disputes between landlords and tenants on the “current market rent”Strategically negotiate appraisalsAssess risks of appraisers who are also arbitrators under the Uniform Standards of Professional Appraisal Practice (USPAP)Elsbeth Koefer, Meyer Last, Elizabeth J. Shampnoi, John Busey Wood Presentation MaterialComplex Commercial Real Estate Issues: Arbitration vs. LitigationElsbeth Koefer, Meyer Last, Elizabeth J. Shampnoi, John Busey Wood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460178 460178 98 G3162 1:02:17 https://www.pli.edu/programs/negotiating-commercial-leases/460172?tCode=WTC5_RSS01 Ethics and professional responsibility Conflicts of interest Professional conduct Commercial real estate Practice skills (Real estate) Taken from the Web Program Recorded February 19 - 20, 2026 in New YorkThe Ethical Edge: Strategies for Success in Commercial Real Estate Transactions [01:01:48]This segment will equip commercial real estate lawyers with the essential knowledge and skills to navigate the complex landscape of legal ethics and risk management in this practice setting. Through a series of interactive hypotheticals, case & claim studies, and discussion of the relevant Model Rules of Professional Conduct, participants will gain a deeper understanding of ethical principles and strategies to mitigate risks in their practice. After completing this session, participants will be able to:Identify red flags and potential pitfalls when transitioning a prospective client into a current client including the duty of due diligence under MRPC 1.16 and scope of representation under MRPC 1.2(a)Understand strategies for identifying, disclosing, and managing conflicts of interest when representing dual or multiple parties in a transactionComprehend obligations under MRPC 4.2 and 4.3 related to unrepresented parties and avoiding the “unintended client” Tracy Kepler, Ruth Schoenmeyer, Meyer Last, John Busey WoodPresentation MaterialThe Ethical Edge: Strategies for Success in Commercial Real Estate TransactionsTracy L. Kepler, Meyer Last, Ruth A. Schoenmeyer, John Busey Wood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460172 460172 98 G3162 1:01:48 https://www.pli.edu/programs/negotiating-commercial-leases/460175?tCode=WTC5_RSS01 Real estate Real estate leasing Retail leases Rents (Real estate) Taken from the Web Program Recorded February 19 - 20, 2026 in New YorkNegotiating Leases for Small Tenants [01:02:43]This segment will discuss how to manage a lease negotiation for a tenant with little leverage. Topics that will be discussed include:Educating the client about commercial leasesAvoiding malpractice claimsShort list of issues to raise in a lease, including probable success with respect to each issueRuth Schoenmeyer, John Busey Wood, Meyer LastPresentation MaterialNegotiating Leases for Small TenantsMeyer Last, Ruth A. Schoenmeyer, John Busey Wood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460175 460175 98 G3162 1:02:43 https://www.pli.edu/programs/where-water-law-and-policy-intersect-how-strict-limitations-on-water-agency-revenues-impact-society-and-the-environment/461891?tCode=WTC5_RSS01 Environmental law Public utilities (Municipal law) Taken from the Web Program Recorded February 19, 2026 in San FranciscoWhere Water Law and Policy Intersect: How Strict Limitations on Water Agency Revenues Impact Society and the Environment [01:01:00]After completing this session, participants will be able to:Understand the general legal framework governing California water rate setting, including Proposition 218Discuss the tensions between legal limitations and policy objectivesEvaluate risks and challenges to accomplishing important societal objectives Danielle N. Coats, Lutfi Kharuf, Jerrad Mills, Nicholas WhippsPresentation MaterialBBK Legal Alerts - Good News for Tiered Rates: Court Upholds LADWP's Budget-Based Tiered Water RatesDanielle N. Coats, Lutfi Kharuf, Jerrad Mills, Nicholas WhippsRancho Water Issue Brief - Addressing Household Affordability and the Rising Cost of Water: A Policy FrameworkDanielle N. Coats, Lutfi Kharuf, Jerrad Mills, Nicholas Whipps Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461891 461891 98 G5708 1:01:00 https://www.pli.edu/programs/how-to-design-effective-know-your-rights-presentations/457876?tCode=WTC5_RSS01 Public interest law and pro bono Professional development Attorney-client relations Pro bono work can take many forms, including offering the public clear and concise information about their legal rights and duties, and where they can find assistance and resources. Whether in-person or virtual, it also gives practitioners a chance to demonstrate credibility and expertise within a given practice area to a particular target audience. Yet, if not designed carefully, such content can fall flat, or worse: may create unintentional attorney-client relationships; run afoul of solicitation, advertising or other Bar rules; or spread unreliable information that can harm those relying on it. In this One-Hour Briefing, we discuss the basics of designing effective legal information presentations, from in-person workshops to social media content. Attorney Maria E. Hall shares insights gained from years of leading legal education and “know your rights” workshops for community groups and the LA Law Library. She will be joined by Attorney Alexandra Hong, who shares her own experiences training both lawyers and community groups about their legal rights.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457876 457876 98 G5618 1:01:52 https://www.pli.edu/programs/mediating-restrictive-covenant-disputes/457878?tCode=WTC5_RSS01 Employment agreements Dispute resolution Mediation Trade secret dispute litigation Noncompetes Restrictive covenant disputes – whether related to noncompetes, nonsolicitation clauses, or confidentiality agreements – are common and increasingly complex. With shifting legal landscapes and high stakes for businesses and their employees, mediation can be a crucial tool for resolving these conflicts efficiently and confidentially. This program will explore the factors to consider in deciding whether and when to mediate a restrictive covenant dispute and best practices for mediating such a dispute. You will gain practical insights from experienced restrictive covenant counselors and litigators, and an esteemed retired state court judge who presided over many dozens of restrictive covenants matters, and who now mediates and arbitrates restrictive covenant disputes.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457878 457878 98 G5580 1:01:01 https://www.pli.edu/programs/cross-border-discovery-in-a-changing-world-strategies-for-legal-and-compliance-teams/457807?tCode=WTC5_RSS01 Corporate litigation Cybersecurity and data protection International law Litigation Discovery As litigation and investigations increasingly cross international boundaries, corporate counsel face one of the most complex procedural challenges in modern legal practice: reconciling U.S. discovery obligations with non-U.S. concerns such as foreign data protection laws and sovereignty considerations. This session provides a practical framework for navigating these competing demands, such as those between U.S. courts and national blocking statutes, or confidentiality regimes in jurisdictions such as France, China, and Switzerland. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457807 457807 98 G5639 1:01:13 https://www.pli.edu/programs/californias-zero-emission-vehicles-policies/461383?tCode=WTC5_RSS01 Environmental law Greenhouse gases Air quality Green technology Regulation, compliance, and enforcement (Environmental law) Taken from the Web Program Recorded February 12, 2026 in San FranciscoCalifornia’s Zero-Emission Vehicles Policies [01:02:49]After completing this program, participants will understand:California’s history of regulating vehicle emissionsThe state’s current approach to promoting and requiring zero-emission vehiclesRecent federal actions to undermine the electric vehicle marketExisting tools and potential new options for California’s vehicle policiesWhat other states are doing and could do to follow California’s leadEthan Elkind, David Reichmuth, Gia VacinPresentation MaterialCalifornia’s Zero-Emission Vehicle PoliciesEthan Elkind, David Reichmuth, Gia Vacin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 461383 461383 98 G5707 1:02:49 https://www.pli.edu/programs/ethics-for-commercial-litigators/459436?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 12, 2026 in New YorkEthics for Commercial Litigators [02:09:08]This session will cover pertinent ethics issues for commercial litigators. After completing this session, attendees will be able to:Implement new developments in confidentiality, the attorney-client privilege and the attorney work-product doctrine (including disclosure obligations to third parties, the status of government pressure to waive, congressional legislation, selective waiver and inadvertent waiver)Avoid dangers to lawyers in the heightened regulatory environmentUnderstand current issues relating to multiple representation and conflicts of interestPrevent attorney exposure to civil liabilityIdentify whistleblower remedies for lawyersUnderstand recent developments impacting the “no-contact” rules and lawyer “dissemblance”Prepare witnesses ethicallyAvoid risks to lawyers arising from parallel investigationsBe aware of current ethical issues in electronic discoveryMinimize risks to lawyers (and clients) when lawyers become directors of public companiesC. Evan Stewart, Susan E. Brune, Michael J. Dell, Jonathan K. YoungwoodThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:(You Make Me Feel Like) A Natural Witness: Do’s and Don’ts of Witness Coaching (February 1, 2024)C. Evan StewartMuch Ado About Nothing: Flirting with Changing the World’s Oldest Privilege (July 20, 2023)C. Evan StewartBorn Under a Bad Sign? Maybe Yes, Maybe No, NY Business Law Journal, Vol. 26, No. 2 (2022)C. Evan StewartLawyers as Rats: Part Deux, NY Business Law Journal, Vol. 26, No. 1 (2022)C. Evan StewartUSA v. Holmes: Why Lawyer-Directors Are a Bad Idea, New York State Bar Association (October 5, 2021)C. Evan StewartEthical Issues and Traps for Unwary Multijurisdictional Lawyers, PLI Chronicle: Insights and Perspectives for the Legal Community (May 2021)C. Evan StewartHow Sausage Is Made: The Latest Judicial Takes on Privilege and Work Product, NY Business Law Journal, Vol. 25, No. 1 (2021)C. Evan StewartLawyer-Directors: Just a Bad Idea (Part II), NY Business Law Journal, Vol. 25, No. 2 (2021)C. Evan StewartLawyer Liability: In the Crosshairs, Again!, NY Business Law Journal, Vol. 24, No. 1 (Summer 2020)C. Evan StewartNew York Lawyers: Be Afraid, Be Very Afraid !, NY Business Law Journal, Vol. 23, No. 1 (Summer 2019)C. Evan StewartMom (as Always) Was Right: Don’t Talk to Strangers, NY Business Law Journal, Vol. 22, No. 1 (Summer 2018)C. Evan StewartLawyers as Rats: An Evolving Paradigm?, NY Business Law Journal, Vol. 22, No. 2 (Winter 2018)C. Evan StewartExes and the Attorney-Client Privilege, NY Business Law Journal, Vol. 21, No. 1 (Summer 2017)C. Evan StewartMad Dogs and Englishmen: Part Deux, NY Business Law Journal, Vol. 21, No. 2 (Winter 2017)C. Evan StewartFinder’s Keepers, Losers Weepers?, NY Business Law Journal, Vol. 20, No. 1 (Summer 2016)C. Evan StewartThe New York Court of Appeals Takes the Wrong Fork in the Road on the Common Interest Privilege, NY Business Law Journal, Vol. 20, No. 2 (Winter 2016)C. Evan StewartThe D.C. Circuit: Wrong and Wronger!, NY Business Law Journal, Vol. 19, No. 2 (Winter 2015)C. Evan StewartPigs Get Fat, Hogs Get Slaughtered: Keeping Lawyers Out of the Slaughterhouse, NY Business Law Journal, Vol. 19, No. 1 (Summer 2015)C. Evan StewartSquaring the Circle: Can Bad Legal Precedent Just Be Wished Away?, NY Business Law Journal, Vol. 18, No. 2 (Winter 2014)C. Evan StewartPositively 4th Street: Lawyers and the “Scripting” of Witnesses, NY Business Law Journal, Vol. 18, No. 1 (Summer 2014)C. Evan StewartMad Dogs and Englishmen, NY Business Law Journal, Vol. 17, No. 1 (Summer 2013)C. Evan StewartThe End of Conflicts of Interest?: Courts Warm Up to Advance Waivers, NY Business Law Journal, Vol. 17, No. 2 (Winter 2013)C. Evan StewartPresentation MaterialRule PowerPointSusan E. BruneEthical Considerations in Witness Preparation PowerPointJonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459436 459436 98 G3170 2:09:50 https://www.pli.edu/programs/ten-years-gone-charting-the-course-of-proportionality-in-discovery-under-the-federal-rules-of-civil-procedure-and-what-can-tip-the-scales/457738?tCode=WTC5_RSS01 Litigation Civil procedure Discovery Pre-trial procedure Technology The Federal Rules of Civil Procedure are intended to further the “just, speedy, and inexpensive determination” of civil actions. Since 2015, the Rules have also explicitly addressed the scope of discovery in terms of both relevance and proportionality, describing six factors to be considered by judges in deciding whether discovery requests are or are not proportional to the needs of a particular action. This Briefing will examine the evolving concept of proportionality over the past decade, the weight courts typically give the factors and suggest best practices for attorneys who argue whether or not discovery is proportional, including a discussion of the potential role of privacy in the analysis. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457738 457738 98 G5614 1:03:03 https://www.pli.edu/programs/fundamentals-of-patent-litigation/459336?tCode=WTC5_RSS01 Intellectual property Trademark litigation Patents Patent litigation Technology litigation Taken from the Web Program Recorded February 11, 2026 in New YorkNow for Something Different: Enforcing Patents at the ITC [01:01:46]After completing this session, participants will be able to:Evaluate when to consider the ITC instead of, or in addition to, district court litigationTake advantage of the unique and powerful remedies available at the ITCAppreciate key strategies and tactics for winning Section 337 casesUnderstand the nuts and bolts of litigating a patent case at the ITCEmploy key strategies and tactics for winning 337 casesAnalyze recent developments and current trends in ITC patent litigationGary M. HnathThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Section 337 Investigations (December 2025)Gary M. HnathPresentation MaterialNow for Something Different: Enforcing Patents at the ITCGary M. Hnath Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459336 459336 98 G3186 1:02:28 https://www.pli.edu/programs/fundamentals-of-patent-litigation/459327?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Conflicts of interest Intellectual property Patent litigation Technology litigation Taken from the Web Program Recorded February 11, 2026 in New YorkEthical Considerations in Patent Litigation [01:01:05]After completing this session, participants will be able to:Avoid unintended client relationships (Restatement (Third) of the Law Governing Lawyers § 14)Navigate conflicts of interests with current clients per ABA Model Rule 1.7Understand ethical duties to former clients as required by ABA Model Rule 1.9Discuss ethical issues in abiding by protective ordersLillian WallaceThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Considerations in Patent LitigationLillian WallacePresentation MaterialEthical Considerations in Patent LitigationLillian Wallace Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459327 459327 98 G3186 1:01:05 https://www.pli.edu/programs/fundamentals-of-patent-litigation/459333?tCode=WTC5_RSS01 Patents Patent litigation Post-grant proceedings Inter partes review Technology litigation Taken from the Web Program Recorded February 11, 2026 in New YorkStrategic Use of Inter Partes Review and Other Proceedings at the Patent Office to Challenge Validity [00:59:59]After completing this session, participants will be able to:Understand post-grant proceedings at the PTO for challenging patentsAssess the impact of inter partes review (IPR) and post-grant review (PGR) on a patent caseDecide when to file and when not to file an IPR or PGR petitionCompare how litigation at the PTO differs from district court patent litigationUnderstand key strategies for winning before the PTOMegan Raymond*, Michael V. Young*participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Discretionary Denial at the PTAB—Settled Expectations, Fintiv, and Strategic Implications (November 2025)Michael V. YoungExcerpts from Post-Grant Proceedings Before the Patent Trial and Appeal Board (Second Edition) (November 2025)Megan RaymondPresentation MaterialStrategic Use of Inter Partes Review and Other Proceedings at the Patent Office To Challenge ValidityMegan Raymond, Michael V. Young Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459333 459333 98 G3186 0:59:59 https://www.pli.edu/programs/fundamentals-of-patent-litigation/459330?tCode=WTC5_RSS01 Patents Patentability Practice skills (Intellectual property) Patent litigation Technology litigation Taken from the Web Program Recorded February 11, 2026 in New YorkThe In-House Perspective: Managing Patent Litigations and the Development of Patent Portfolios [01:05:15]After completing this session, participants will be able to:Discuss the challenges of overseeing complex litigation and developing patent estatesUnderstand the patent issues that keep in-house counsel up at nightEvaluate and retain outside counselManage and negotiate budgets with outside counselChristopher Clancy*, Omar Jabri*, Kirby Lee*participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The In-House Perspective: Managing Patent Litigations and the Development of Patent Portfolios (Outline)John J. MolendaPresentation MaterialThe In-House Perspective: Managing Patent Litigations and the Development of Patent PortfoliosChristopher Clancy, Omar Jabri, Kirby Lee Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459330 459330 98 G3186 1:05:15 https://www.pli.edu/programs/fundamentals-of-patent-litigation/459345?tCode=WTC5_RSS01 Intellectual property Patents Patent prosecution Patent litigation Technology litigation Taken from the Web Program Recorded February 11, 2026 in New YorkA Crash Course on Patent Prosecution for Patent Litigators [01:01:11]After completing this session, participants will be able to:Understand essential patent terminology and the key parts of a patent applicationRecognize each step of the patent prosecution processDetermine when and where to file for patent protectionRobert P. Lord**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:A Crash Course on Patent Prosecution for Patent Litigators—Overview of the AIA for LitigatorsRobert P. LordPresentation MaterialA Crash Course on Patent Prosecution for Patent LitigatorsRobert P. Lord Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459345 459345 98 G3186 1:01:53 https://www.pli.edu/programs/fundamentals-of-patent-litigation/459342?tCode=WTC5_RSS01 Intellectual property Trademark litigation Patents Practice skills (Intellectual property) Patent litigation Taken from the Web Program Recorded February 11, 2026 in New YorkAnatomy and Timeline for a District Court Patent Infringement Case [01:02:56]After completing this session, participants will be able to:Understand the timeline of events in a typical district court patent case Grasp strategic considerations in initiating and defending patent actionsAnalyze infringement, invalidity, and unenforceabilityEvaluate the best venue in which to file a patent case, including success rates and time to trialDiscuss hot topics in patent litigation at the Supreme Court and Federal CircuitJohn J. MolendaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Anatomy and Timeline for a District Court Patent Infringement Case (Substantive Outline)John J. MolendaPresentation MaterialAnatomy and Timeline for a District Court Patent Infringement CaseJohn J. Molenda, Ph.D. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459342 459342 98 G3186 1:02:56 https://www.pli.edu/programs/fundamentals-of-patent-litigation/459339?tCode=WTC5_RSS01 Patents Patent claims Patent litigation Markman hearings Technology litigation Taken from the Web Program Recorded February 11, 2026 in New YorkMarkman Hearings: What Does Your Patent Mean? [01:07:39]After completing this session, participants will be able to:Understand why a Markman hearing is so critical to a patent caseAppreciate how Markman hearings are conducted Understand how judges interpret patent claimsLearn how appealing the Markman ruling works– does the trial court’s decision matter?Krista M. Rycroft The purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Markman Process: Updated for 2025 (December 10, 2025)Krista M. RycroftPresentation MaterialThe Markman ProcessKrista M. Rycroft Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459339 459339 98 G3186 1:07:39 https://www.pli.edu/programs/the-growing-market-for-mergers-and-acquisitions-in-higher-education/457685?tCode=WTC5_RSS01 Corporate governance Chief financial officers Mergers and acquisitions Education Higher education The higher education landscape is undergoing significant transformation. As demographic shifts, financial pressures, and changing student demands reshape the market, more colleges and universities—both nonprofit and for-profit—are exploring mergers, acquisitions, and strategic partnerships as viable paths to sustainability and growth. Historically, such transactions were rare due to regulatory complexity, accreditation hurdles, and institutional differences. However, given the rapid pace of change, the sector is now entering a new era in which collaboration and consolidation are increasingly strategic, not merely reactive.This One-Hour Briefing will examine the drivers behind this emerging trend, the legal and financial frameworks shaping these transactions, and the practical considerations institutions must weigh when contemplating potential partnerships.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457685 457685 98 G5612 1:02:51 https://www.pli.edu/programs/ip-issues-in-business-transactions/459282?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 10 - 11, 2026 in San FranciscoIP Issues for In-House Counsel [01:14:49]After completing this session, participants will be able to:Manage solicited and unsolicited proposalsEvaluate non-disclosure agreements and invention assignment agreementsUnderstand independent contractors, works for hire, and other common misunderstandingsAssess compliance with licensing agreementsIAPP Privacy credit for Privacy ProfessionalsLisa Dettling, Scout Moran, Scott Weber, The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Governor of California, Press Release, Governor Newsom Signs SB 53, Advancing California’s World-Leading Artificial Intelligence Industry (September 29, 2025)Michael R. ManleyNational Conference of State Legislatures (NCSL), Summary of Artificial Intelligence 2025 Legislation (July 10, 2025)Michael R. ManleyDetermann’s Field Guide to Artificial Intelligence Law: International Corporate Compliance (January 2024)Lothar DetermannPresentation MaterialSegment PPT: IP Issues for In-House CounselLisa Byerly Dettling Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459282 459282 98 G3052 1:15:31 https://www.pli.edu/programs/ip-issues-in-business-transactions/459306?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 10 - 11, 2026 in San FranciscoDesigning, Creating, and Pruning an IP Portfolio [01:20:57]After completing this session, participants will be able to:Identify the business case for and creating an IP value chainMine IP as a strategic assetAssess special considerations for handling non-core assetsUnderstand how to acquire and sell IPEvaluate “Business” acquisitions versus “IP only” acquisitionsObtaining rights: which are absolutely essential in order to achieve your business objectives?Package assets together for saleAnalyze confidentiality issuesKaren N. Ballack, Greg T. SueokaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Designing, Creating and Pruning an IP Portfolio (October 9, 2025)Melvin C. GarnerPresentation MaterialSegment PPT: Designing, Creating, and Pruning an IP PortfolioKaren N. Ballack, Greg T. Sueoka Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459306 459306 98 G3052 1:20:57 https://www.pli.edu/programs/ip-issues-in-business-transactions/459288?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 10 - 11, 2026 in San FranciscoShared or Jointly Developed IP [01:01:35]After completing this session, participants will be able to:Creating new business opportunities or challenges through collaboration with another companyJoint venture versus strategic alliance – pros and consUsing program IP: rights of partners and/or collaboratorsWinslow TaubThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Dr. Lothar Determann and David Nimmer, Software Copyright’s Oracle from the Cloud, Berkeley Technology Law Journal, Vol. 30:1 (2015)Lothar DetermannDr. Lothar Determann and Bruce Perens, Open Cars, Berkeley Technology Law Journal, Vol. 32:915 (2017)Lothar DetermannPresentation MaterialSegment PPT: Shared or Jointly Developed IPWinslow Taub Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459288 459288 98 G3052 1:02:17 https://www.pli.edu/programs/ip-issues-in-business-transactions/459279?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 10 - 11, 2026 in San FranciscoAvoiding Ethics Issues in IP Transactions [01:03:55]After completing this session, participants will be able to:Identify, analyze and address conflicts of interest in the context of IP lawUnderstand the role of ethical walls Understand an attorney’s duties to third parties and courtsUnderstand the rules concerning communication with represented and unrepresented partiesDr. Lothar Determann, Amy L. BomseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics Issues in Intellectual Property PracticeEric A. PragerSouthern Visions, LLP v. Red Diamond, Inc., 370 F. Supp.3d 1314 (N.D. Ala. 2019)Amy L. BomseNoland v. Land of the Free, L.P., 114 Cal.App.5th 426 (Cal. Ct. App. 2025)Amy L. BomseThe State Bar of California, The Committee on Professional Responsibility and Conduct, Recommendations from Committee on Professional Responsibility and Conduct on Regulation of Use of Generative AI by Licensees (November 16, 2023)Amy L. BomsePresentation MaterialSegment PPT: Avoiding Ethics Issues in IP TransactionsAmy L. Bomse Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459279 459279 98 G3052 1:04:37 https://www.pli.edu/programs/ip-issues-in-business-transactions/459285?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 10 - 11, 2026 in San FranciscoIP Issues in Emerging Technologies [01:15:21]After this session, attendees we will understand IP issues related to new technologies, business model and market trends, including the following:Machine learning and artificial intelligenceData as an assetBlockchain and crypto currenciesMetaverse, virtual and augmented realitiesIAPP Privacy credit for Privacy ProfessionalsDr. Lothar Determann, Ian C. Ballon, Monica OrtelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Dr. Lothar Determann and Michaela Nebel, AI and Tech Regulation for the Financial Sector, The Review of Banking & Financial Services, Vol. 41, No. 3 (March 2025)Lothar DetermannUnited States Patent and Trademark Office, Public Views on Artificial Intelligence and Intellectual Property Policy (October 2020)Joseph M. CasinoUnited States Patent and Trademark Office, USPTO Releases New Artificial Intelligence Patent Dataset (July 1, 2021)Joseph M. CasinoWorld Intellectual Property Organization, WIPO Technology Trends 2019: Artificial Intelligence (2019)Joseph M. CasinoDr. Lothar Determann and Michaela Nebel, Baker McKenzie, GDPR v. AI Act & Other EU Data Regulation, Bloomberg Law (2024)Lothar DetermannSoftware and AI Patents in the United States: Getting and Keeping Patents (2018) (PowerPoint slides)Joseph M. CasinoNicholas A. Pairolero, United States Patent and Trademark Office, Artificial Intelligence (AI) Trends in U.S. Patents (June 29, 2022) (PowerPoint slides)Joseph M. CasinoPresentation MaterialSegment Handout: IP Issues in Emerging TechnologiesIan C. BallonSegment Handout: IP Issues in Emerging TechnologiesIan C. BallonSegment PPT: IP Issues in Emerging TechnologiesIan C. Ballon, Lothar Determann, Monica A. Ortel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459285 459285 98 G3052 1:16:03 https://www.pli.edu/programs/ip-issues-in-business-transactions/459309?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 10 - 11, 2026 in San FranciscoBasic IP Principles and Recent Developments [02:03:51]After completing this session, participants will be able to:Understand recent developments and analyze their impact on transactions involving copyrights, trademarks, patents, and trade secretsAdapt IP transactions to evolving business and technological landscapes David S. Almeling, Jeffrey L. Van Hoosear, Dr. Lothar Determann, Monica OrtelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Benjamin I. Fink, Neal F. Weinrich, Daniel H. Park and Ashley M. Bowcott, Berman Fink Van Horn P.C., The Defend Trade Secrets Act: Trade Secret Protection Goes FederalBenjamin I. FinkPresentation MaterialSegment PPT: Basic IP Principles and Recent DevelopmentsDavid S. AlmelingSegment PPT: Basic IP Principles and Recent DevelopmentsMonica A. OrtelSegment PPT: Basic IP Principles and Recent DevelopmentsLothar DetermannSegment PPT: Basic IP Principles and Recent DevelopmentsJeffrey L. Van Hoosear Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459309 459309 98 G3052 2:03:51 https://www.pli.edu/programs/ip-issues-in-business-transactions/459303?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 10 - 11, 2026 in San FranciscoDeveloping and Implementing an IP Licensing Program [01:00:50]After completing this session, participants will be able to:Determine which IP to licenseAssess business objectives: protection of market share, price advantage in competition, revenue generation, and moreUnderstand the process, the license, and setting appropriate goalsLeverage litigation to incentivize infringers to become licenseesLinda Mettes, Tod CohenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Allure of Licensing: Facilitating Creative Solutions to Business Challenges, PLI Current: The Journal of PLI Press, Vol. 7 (2023)Jennifer D. SilvermanPresentation MaterialSegment PPT: Developing and Implementing an IP Licensing ProgramTod CohenSegment PPT: Developing and Implementing an IP Licensing ProgramLinda Mettes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459303 459303 98 G3052 1:01:32 https://www.pli.edu/programs/ip-issues-in-business-transactions/459294?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 10 - 11, 2026 in San FranciscoNuts and Bolts of Due Diligence [01:01:17]After completing this session, participants will be able to:Develop the IP due diligence planAssess time and cost restraints for diligenceIdentify the client’s motivation behind the dealUnderstand the “must-haves” in any transactionAnalyze IP-related risksEvaluate sources of information, including company records, interviews, databases, and expertsPost-closing considerationIAPP Privacy credit for Privacy ProfessionalsVioletta Kokolus, Edison Lin, John TsaiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Dangerous Liaisons—Software Combinations as Derivative Works? Distribution, Installation, and Execution of Linked Programs Under Copyright Law, Commercial Licenses and the GPL, Berkeley Technology Law Journal, Vol. 21:4 (2006)Lothar DetermannPresentation MaterialSegment PPT: Nuts and Bolts of Due DiligenceVioletta Kokolus, Edison Lin, John Tsai Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459294 459294 98 G3052 1:01:59 https://www.pli.edu/programs/ip-issues-in-business-transactions/459291?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 10 - 11, 2026 in San FranciscoIP Issues in International Business Transactions [00:59:28]On this interactive panel, panelists will share best practices for managing a global IP portfolio and IP considerations to keep top of mind when conducting international business transactions in 2024. Topics will include:Territoriality and conflicts of lawCross-border IP licensing and transfersGlobal brandingAssignment and moral rights clauses in international agreementsNotable trends in international IP laws and transactionsIAPP Privacy credit for Privacy ProfessionalsCynthia Cole, Meg KammerudThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cynthia Cole and Rachel Ehlers, U.S. House of Representatives Energy and Commerce Committee Proposes Ban on State AI Regulation and Enforcement (May 2025)Cynthia ColeCynthia Cole, Brian Hengesbaugh, Adam Aft, Justine Phillips, Keo McKenzie, Alison Stafford Powell, Susan Eandi, Robin Samuel and Cristina Messerschmidt, U.S. AI Vision in Action: What Businesses Need to Know About the White House AI Action Plan (July 2025)Cynthia ColeCynthia Cole, Adam Aft and Avi Toltzis, Third Copyright Report on AI Explores Generative AI Training (May 2025)Cynthia ColeCynthia Cole, Brian Hengesbaugh and Justine Phillips, NIST Proposes Updates to Privacy Framework (May 2025)Cynthia ColeCynthia Cole, Justine Phillips, Helena Engfeldt, Dr. Lothar Determann, Jonathan Tam and Garrett Stallins, New California Requirements on AI, Risk Assessments, and Cybersecurity—CPPA Adopts Expanded Regulations (July 2025)Cynthia ColeCynthia Cole, Adam Aft, Rachel Ehlers and Mercedes Subhani, Lone Star State Sends Responsible Artificial Intelligence Governance Act to Governor for Signature (June 2025)Cynthia ColeCynthia Cole, Yuliana Salamanca Jaramillo and Alysha Preston, Face Value: Navigating Deepfakes in the Digital Age (July 2025)Cynthia ColeCynthia Cole, Michelle Rae Heisner and Teisha Johnson, Electronic Shelf Labels Pose Myriad Risks for Retailers (April 2025)Cynthia ColePresentation MaterialSegment PPT: IP Issues in International Business TransactionsCynthia J. Cole, Meg Kammerud Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459291 459291 98 G3052 1:00:10 https://www.pli.edu/programs/ip-issues-in-business-transactions/459300?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 10 - 11, 2026 in San FranciscoCritical Technology Transaction Terms: A Clause-by-Clause Review [01:15:55]This panel will go through the major provisions of a commercial technology agreement, including:License grantsService agreementsData privacy and securityBusiness continuityAllocation of riskEnforcement and disputesDaisuke A. Gatanaga, Christian H. NadanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:No One Owns Data, Hastings Law Journal, Vol. 70:1 (December 2018)Lothar DetermannPresentation MaterialSegment PPT: Critical Technology Transaction Terms: A Clause-by-Clause ReviewMatt Karlyn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459300 459300 98 G3052 1:16:37 https://www.pli.edu/programs/ip-issues-in-business-transactions/459297?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 10 - 11, 2026 in San FranciscoNegotiating Technology Transaction Terms [01:02:35]On this interactive panel, panelists will:Share best practices on negotiating contract clauses concerning IP in business transactionsEngage in real-time negotiations and editingShare insights on common positions, arguments, and compromisesTopics will include:License grantsService agreementsData privacy and securityBusiness continuityAllocation of risk and enforcementDisputesDennis Adams, Gina M. MarekThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Dr. Lothar Determann and Michaela Nebel, AI and Tech Regulation for the Financial Sector, The Review of Banking & Financial Services, Vol. 41, No. 3 (March 2025)Lothar DetermannPresentation MaterialSegment PPT: Negotiating Technology Transaction TermsDennis Adams, Gina Marek Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459297 459297 98 G3052 1:03:17 https://www.pli.edu/programs/mastering-challenging-environmental-risks-innovative-alternative-risk-solutions/459889?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 10, 2026 in New YorkMastering Challenging Environmental Risks: Innovative Alternative Risk Solutions [01:04:10]After completing this program, participants will be able to: Negotiate challenging environmental risks including: Known pollution conditions Products pollution Asbestos PFAS Assess alternative environmental risk management solutions including: Cost Cap  Environmental Liability Buyouts Adverse Development Cap Products Pollution Liability Innovative uses of Pollution Legal Liability Appreciate legal considerations and negotiating tactics for securing transactional coverage for challenging environmental risks Gain insight into how environmental liabilities can be confidently transferred from seller to buyer in a transaction Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459889 459889 98 G5700 1:04:10 https://www.pli.edu/programs/understanding-financial-products/459433?tCode=WTC5_RSS01 Financial products Financial services Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded February 10 - 11, 2026 in New YorkFinancial Products Unveiled: A Primer on Navigating the Complex Regulatory Landscape in the United States [01:15:28]The financial services industry in the United States operates within one of the most complex regulatory frameworks in the world. This panel will help to demystify this regulatory framework, providing an overview of the way in which the US regulatory landscape works, and the range of financial products offered by financial institutions to investors, clients/counterparties and/or other financial institutions.After completing this session, participants will be able to:Gain insight into the labyrinth of federal, state, and international regulations impacting financial products and financial trendsBetter understand the commonly used financial products, like securities, including debt and equity offerings; derivatives, including swaps, commodities, FX, futures and options; and virtual assetsLearn how the different financial services regulatory bodies interface with one anotherSabeena Ahmed Liconte, Joseph Ajibesin, Devi ShanmughamThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Adam E. Fleisher, Sophie Grais and Jonathan R. Povilonis, Ch. 1: Going Public: A Guide to U.S. IPOs for Founders, Officers, Directors, and Other Market Participants, Practising Law Institute, Financial Product Fundamentals: Law, Business, Compliance (Second Edition) (July 2024)Sabeena Liconte,Megan O’Flynn,Tamika P Bent,Sara HayesSusan C. Ervin, Ch. 13: Commodity Pools, Practising Law Institute, Financial Product Fundamentals: Law, Business, Compliance (Second Edition) (July 2024)Sabeena Liconte,Megan O’Flynn,Tamika P Bent,Sara HayesPeter M. Rosenblum and Kip Cawley, Ch. 21: Organization of Private Investment Funds: Basics Structural and Legal Issues, Practising Law Institute, Financial Product Fundamentals: Law, Business, Compliance (Second Edition) (July 2024)Sabeena Liconte,Megan O’Flynn,Tamika P Bent,Sara HayesAndre E. Owens, et al., WilmerHale, Client Alert, SEC Division of Examinations’ Fiscal Year 2026 Priorities: Focus on Speeding Tickets, Not Parking Tickets (November 25, 2025)Megan O’FlynnPresentation MaterialSegment PowerPoint: Financial Products UnveiledJoseph Ajibesin, Sabeena Ahmed Liconte, Devi Shanmugham Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459433 459433 98 G3223 1:15:29 https://www.pli.edu/programs/understanding-financial-products/459427?tCode=WTC5_RSS01 Financial products Futures contracts Derivatives Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded February 10 - 11, 2026 in New YorkDerivatives Products Fundamentals [01:31:40]This session will provide an introductory overview of derivatives, and the products underlying such derivatives. After completing this session, participants will be able to:Better understand the basics of cleared and uncleared derivatives, including the use of swaps, options, futures, and forwards to hedge risks or for speculationBecome familiar with the regulatory authority and jurisdiction of the Commodity Futures Trading Commission and the Securities and Exchange Commission, and the various regulatory requirements for registered entitiesGain insight into recent enforcement actions related to derivatives, SRO examinations and lessons learnedExplore the current state of derivatives documentation, including the evolution of ISDA documentationChristopher Bender, Tamika P. Bent, Elizabeth Lan Davis, Ilene FroomThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Further Definition of “Swap,” “Security-Based Swap,” and “Security-Based Swap Agreement”; Mixed Swaps; Security-Based Swap Agreement Recordkeeping; Final Rule, 77 Fed. Reg. 48208, No. 156, 17 CFR Parts 230, 240, and 241 (August 13, 2012)Sabeen Ahmed LiconteFurther Definition of “Swap Dealer,” “Security-Based Swap Dealer,” “Major Swap Participant,” “Major Security Based Swap Participant,” and “Eligible Contract Participant”, 77 Fed. Reg. 30596, No. 100, 17 CFR Part 240 (May 23, 2012)Sabeen Ahmed LiconteEnd-User Exception to the Clearing Requirement for Swaps, Final Rule, 77 Fed. Reg. 42560, No. 139, 17 CFR Part 39 (July 19, 2012)Sabeen Ahmed LiconteInterpretive Guidance and Policy Statement Regarding Compliance with Certain Swap Regulations. 78 Fed. Reg. 45292, No. 144, 17 CFR Chapter 1 (July 26, 2013)Sabeen Ahmed LiconteMargin Requirements for Uncleared Swaps for Swap Dealers and Major Swap Participants—Cross-Border Application of the Margin Requirements; Agency Information Collection Activities: Proposed Collection, Comment Request: Final Rule, Margin Requirements for Uncleared Swaps for Swap Dealers and Major Swap Participants—Cross-Border Application of the Margin Requirements; Final Rule and Notice, 81 Fed. Reg. 34818, No. 104, 17 CFR Part 23 (May 31, 2016)Sabeen Ahmed LiconteCross-Border Application of the Registration Thresholds and Certain Requirements Applicable to Swap Dealers and Major Swap Participants, 85 Fed. Reg. 56924, No. 178, 17 CFR Part 23 (September 14, 2020)Sabeen Ahmed LicontePresentation MaterialSegment PowerPoint: Derivatives Products FundamentalsChristopher Bender, Elizabeth Lan Davis, Ilene Froom Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459427 459427 98 G3223 1:31:41 https://www.pli.edu/programs/understanding-financial-products/459431?tCode=WTC5_RSS01 Financial products Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded February 10 - 11, 2026 in New YorkFinancial Products Offered by Banking Institutions [01:02:06]This session will explore the range of financial products offered by banking institutions and how these products fit within the broader regulatory and market landscape. This panel will discuss core offerings, including deposit accounts, lending products, liquidity and cash-management services, trade finance, and treasury solutions, along with how banks structure these products to meet the needs of clients. This session will also touch on how supervisory expectations, risk-management considerations, and technological developments continue to influence the product design and delivery. After completing this session, participants will be able to:Identify and distinguish the primary financial products offered by banking institutionsUnderstand the regulatory and compliance considerations that shape the products in which banks are involvedGain insight into how banks balance risk management and client needs, and the evolving market and technological trends shaping bank product offerings in the financial marketCCB CEU Credit for Compliance Certification Board Professionals  Jay B. Atieh, Hugh C. Conroy Jr. The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Executive Order No. 14178, Strengthening American Leadership in Digital Financial Technology, 90 Fed. Reg. 8647 (January 31, 2025)Sabeena Liconte,Megan O’Flynn,Tamika P Bent,Sara Hayes2026 FINRA Annual Regulatory Oversight ReportSabeena Liconte,Megan O’Flynn,Tamika P Bent,Sara HayesOffice of the Comptroller of the Currency, Semiannual Risk Perspective, From the National Risk Committee (Fall 2025)Sabeena Liconte,Megan O’Flynn,Tamika P Bent,Sara HayesPresentation MaterialSegment PowerPoint: Financial Products Offered by Banking InstitutionsJay B. Atieh, Hugh C. Conroy Jr., Sabeena Ahmed Liconte Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459431 459431 98 G3223 1:02:07 https://www.pli.edu/programs/understanding-financial-products/459425?tCode=WTC5_RSS01 Financial products Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded February 10 - 11, 2026 in New YorkUnderstanding Ethical Challenges when Working with Financial Products [01:01:22]This session will discuss the legal ethics rules and professional responsibility obligations attorneys frequently encounter when working with financial products. After completing this session, participants will be able to:Become more familiar with the common issues that trigger legal ethics rulesGain insight into the rules of professional responsibility and the ethical issues all attorneys must know and prepare forHave an improved understanding of the legal ethics rules commonly in play when working with novel technologies, like AIAddison Berry, Ian Forster, Sara HayesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:On Petition for Review of an Order of the Securities and Exchange Commission, John Doe v. Securities and Exchange Commission, No. 23-1044 (D.C. 2024)Sabeena Ahmed LiconteRichard Ostrander, General Counsel and Head of the Legal and Compliance Group, 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)Sabeena Ahmed LicontePresentation MaterialSegment PowerPoint: Understanding Ethical Challenges when Working with Financial ProductsAddison Berry, Ian W. Forster, Sara Hayes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459425 459425 98 G3223 1:01:22 https://www.pli.edu/programs/understanding-financial-products/459417?tCode=WTC5_RSS01 Financial products Regulation, compliance, and enforcement (Securities and other financial products) ESG (Securities and other financial products) Taken from the Web Program Recorded February 10 - 11, 2026 in New York“Hot Topics” Related to Financial Products and Emergence of Novel Financial Products [01:34:55]This session will delve into “hot topics” impacting financial products. After completing this session, participants will be able to:Better understand the events of 2025 and anticipate the trends of 2026Gain insight current trends, regulatory priorities and enforcement activities related to financial productsHave an improved understanding of novel financial products that are gaining popularity, including how AI is being used in conjunction with financial products, event contracts, ESG products and investing strategiesSusan Light, Deborah North, Megan O'FlynnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kara Baysinger, et al., Willkie, Client Alert, Data Privacy Litigation Trends Against Insurers and Financial Services Companies (October 2, 2025)Tamika P. BentVadim Mahmoudov, et al., Willkie, Client Alert, Treasury Substantially Pares Back Excise Tax on Stock Repurchases in Final Regulations (December 5, 2025)Tamika P. BentMatthew Beville and Alexandrea L. Rahill, WilmerHale, Alert, CFTC Announces Amendments to Rules of Practice and Rules Relating to Investigations (December 15, 2025)Megan O’FlynnJoshua A. Geltzer, et al., WilmerHale, Alert, White House Issues “One Rule” Executive Order to Curb State AI Regulation (December 12, 2025)Megan O’FlynnPresentation MaterialSegment PowerPoint: “Hot Topics” Related to Financial Products and Emergence of Novel Financial ProductsSusan Light, Deborah North, Megan O’Flynn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459417 459417 98 G3223 1:34:55 https://www.pli.edu/programs/understanding-financial-products/459429?tCode=WTC5_RSS01 Initial public offerings Structured finance Registration (Broker-dealers) Regulation, compliance, and enforcement (Securities and other financial products) Registration statements (Securities filings and financial statements) Taken from the Web Program Recorded February 10 - 11, 2026 in New YorkSecurities Products Fundamentals [01:30:18]This session will provide an introductory overview of structuring techniques and transaction features. After completing this session, participants will be able to:Better understand the status of traditional and new asset classes in the securities marketExplore the jurisdiction of the SEC and the role of self-regulatory organizations (SROs) over securities and securities market participants, including exemptions from registration as a broker dealerUnpack mainstream capital market transactions, from initial product offerings (IPOs) to special purpose acquisition vehicles (SPACs) and beyondGain insight into the current state of the structured finance market, including structuring techniques and transaction featuresExtrapolate lessons from recent regulatory and legislative developmentsJeffrey C. Cohen, Jeffrey T. Kern, Jamie Kocis, Hilary Sunghee SeoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Benjamin B. Allensworth, et al., Willkie, Client Alert, SEC Division of Examinations Releases Its 2026 Examination Priorities (December 8, 2025)Tamika P. BentDebra Franzese, et al., Willkie, Client Alert, Democratization by Retailization: SEC Division of Investment Management Director Shares Plans for Private Investments Oversight, Other Agenda Priorities (December 10, 2025)Tamika P. BentBrian Baltz, et al., Willkie, Client Alert, Recent Developments for Crypto Asset Exchange-Traded Products and Exchange-Traded Funds (July 15, 2025)Tamika P. BentPresentation MaterialSegment PowerPoint: Securities Products FundamentalsJeffrey C. Cohen, Jeffrey T. Kern, Jamie Kocis, Hilary Sunghee Seo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459429 459429 98 G3223 1:30:19 https://www.pli.edu/programs/understanding-financial-products/459423?tCode=WTC5_RSS01 Mutual funds Regulation, compliance, and enforcement (Corporate law) Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded February 10 - 11, 2026 in New YorkPublic Funds: Structure, Regulation, and Key Compliance [01:31:36]This session will provide an overview of registered investment companies, including mutual funds, exchange-traded funds, and closed-end funds, and organized, operated and regulated under the Investment Company Act. Panelists will discuss fund governance, disclosure requirements, liquidity and the role of advisers and service providers within the registered-fund ecosystem. After completing this session, participants will be able to:Distinguish the different types of public funds and understand key operational featuresRecognize core regulatory obligations under the Investment Company Act and related SEC rulesUnderstand the role of advisers, fund boards, and service providers in the management of registered fundsAnticipate regulatory developments and examination focus areas relevant to public fundsCCB CEU Credit for Compliance Certification Board Professionals  Deidre Downes, Steve Ganis, Jamie Gershkow, Sara Hayes, Gretchen RoinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Charles Law, Client Alert, SEC Extends Treasury Clearing Compliance Dates (February 26, 2025)Sara HayesSecurities and Exchange Commission, Division of Examinations, Risk Alert, Additional Observations Regarding Advisers’ Compliance with the Advisers Act Marketing Rule (December 16, 2025)Sabeena Liconte,Megan O’Flynn,Tamika P Bent,Sara HayesPresentation MaterialSegment PowerPoint: Public Funds: Structure, Regulation, and Key ComplianceDeidre Downes, Steve Ganis, Jamie Gershkow, Gretchen Roin, Sara Hayes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459423 459423 98 G3223 1:31:36 https://www.pli.edu/programs/understanding-financial-products/459419?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Assets (Securities filings and financial statements) Cryptocurrencies Taken from the Web Program Recorded February 10 - 11, 2026 in New YorkVirtual Asset/Cryptocurrency Product Fundamentals [01:33:44]This session will provide an overview of cryptocurrency and other financial products in the digital space. After completing this session, participants will be able to:Gain insight into the regulatory approaches to cryptocurrencies and crypto-assetsExtrapolate lessons for how the CFTC, Securities and Exchange Commission and state regulators, like the New York Department of Financial Services (NYDFS), have approached digital assetsBecome familiar with decentralized financeBetter understand distributed ledgers, cryptocurrencies, and tokensAnticipate and prepare for trends in virtual assets/cryptocurrency disputes and enforcementIAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Jason P. Gottlieb, Kari Larsen, Ryne S. Miller, Megan O'Flynn, Philip W. RaimondiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kimberly A. Parker, et al., WilmerHale, Client Alert, DOJ Signals Approach to Digital Assets—What It Means for Developers and Platforms (September 10, 2025)Megan O’FlynnTiffany J. Smith, et al., WilmerHale, Client Alert, SEC Chair Atkins Unveils “Project Crypto” to Modernize U.S. Securities Regulation (August 1, 2025)Megan O’FlynnMatthew Comstock, et al., Willkie, Client Alert, Inside the Emerging U.S. Crypto Regulatory Framework: Recent Key Developments and Takeaways (October 20, 2025)Tamika P. BentPresentation MaterialSegment PowerPoint: Virtual Asset/Cryptocurrency Product FundamentalsJason P. Gottlieb, Kari Larsen, Ryne Miller, Megan O’Flynn, Philip W. Raimondi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459419 459419 98 G3223 1:33:44 https://www.pli.edu/programs/understanding-financial-products/459421?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Assets (Securities filings and financial statements) Taken from the Web Program Recorded February 10 - 11, 2026 in New YorkPrivate Funds and Alternative Vehicles [01:30:56]This session will examine private funds such as private equity, venture capital, hedge funds, private credit funds, and other alternative investment vehicles, focusing on their typical structures, marketing strategies, and management practices. It will discuss the regulatory obligations of private fund advisers and will address SEC rulemakings, examination priorities, and market developments shaping the private-fund ecosystem. After completing this session, participants will be able to:Understand core private-fund structures and the legal frameworks governing their formation and operationIdentify key regulatory requirements applicable to advisers under the Advisers Act and related SEC rulesBetter recognize issues involving valuation, fees and expenses, conflicts of interest, governance, and investor negotiationsAssess current regulatory priorities and industry trends affecting private funds and alternative asset managersRichard L. Chen, John M. Mbiti, Shamina D. Sneed, Michael StenbringThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Zachary Goldman, et al., WilmerHale, Client Alert, Congress Set to Bring CLARITY to Digital Asset Market Structure (July 14, 2025)Megan O’FlynnElliot J. Gluck, et al., Willkie, Client Alert, Why More Alternative Asset Managers Should Embrace the 1940 Act (March 2023)Tamika P. BentLarissa R. Marcellino, Debra Franzese and Alexander P. Ryan, Willkie, Client Alert, Retail Investors’ Access to Private Markets Through 401(k)s (November 26, 2025)Tamika P. BentPresentation MaterialSegment PowerPoint: Private Funds and Alternative VehiclesRichard L. Chen, John M. Mbiti, Shamina D. Sneed, Michael A. Stenbring Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459421 459421 98 G3223 1:30:56 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/459253?tCode=WTC5_RSS01 Auditing 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 February 9 - 10, 2026 in New YorkCurrent Reports on Form 8-K [01:30:51]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 459253 459253 205 G3075 1:31:33 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/459237?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 February 9 - 10, 2026 in New YorkDisclosure Basics [01:31:13]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 459237 459237 205 G3075 1:31:55 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/459250?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 February 9 - 10, 2026 in New YorkProxy Statements and Annual Reports to Shareholders [01:27:58]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 459250 459250 205 G3075 1:27:58 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/459231?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 February 9 - 10, 2026 in New YorkRegistering Securities for Sale Under the Securities Act [01:00:42]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 459231 459231 205 G3075 1:01:24 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/459234?tCode=WTC5_RSS01 Securities and other financial products Disclosures (Securities and other financial products) Practice skills (Securities and other financial products) Form 10-K Form 10-Q Taken from the Web Program Recorded February 9 - 10, 2026 in New YorkDrafting and Reviewing 1934 Act Periodic Reports – Forms 10-K and 10-Q [02:16:09]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 459234 459234 205 G3075 2:16:09 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/459247?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 February 9 - 10, 2026 in New YorkManagement's Discussion and Analysis (MD&A) [02:00:43]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 459247 459247 205 G3075 2:01:25 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/459228?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 February 9 - 10, 2026 in New YorkEthical Dilemmas in Preparation and Review of SEC Filings [01:00:44]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 459228 459228 205 G3075 1:00:44 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/459244?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 February 9 - 10, 2026 in New YorkStock Trading – Company Buybacks; Trading by Officers and Directors [01:36:38]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 459244 459244 205 G3075 1:36:38 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/459240?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 February 9 - 10, 2026 in New YorkOverview of the SEC's Requirements [01:14:26]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 459240 459240 205 G3075 1:14:26 https://www.pli.edu/programs/advertising-for-highly-regulated-industries-whats-new-in-2026/457638?tCode=WTC5_RSS01 Communications and telecommunications Digital and mass media Online and traditional advertising Regulation, compliance, and enforcement (Communications and telecommunications) Regulation, compliance, and enforcement (Technology) While all industries are subject to the general principles of advertising law, some industries – most prominently alcohol, cannabis, gambling, and tobacco – have unique regulatory considerations for anyone advertising (or accepting advertising for) such products. With compliance already being a complicated proposition, 2025 has seen dramatic regulatory shifts, especially for gaming and cannabis, that will certainly turn 2026 on its head.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457638 457638 98 G5624 1:03:22 https://www.pli.edu/programs/are-alternative-assets-alts-right-for-your-client--or-you--in-2026/457483?tCode=WTC5_RSS01 Banking and finance Financial products Financial services Asset management Tax Most financial markets are at all-time highs with some observers expecting sudden or prolonged declines in asset values like the tech crash of 2000 or at least lower returns over the next decade. Lawyers practicing in many areas, like family law, tax, estate, and corporate practice, deal with investors and investment portfolios. Lawyers may also act as fiduciaries with responsibility for overseeing portfolios for clients. In addition to traditional asset classes like equities, fixed income, and real estate, a new category of alternative assets (“alts”) is available to individual and institutional investors, including individual retirement accounts. Please join this focused discussion on how alternative assets may – or may not – fit into client portfolios and your own investments in today’s financial environment. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457483 457483 98 G5613 1:02:50 https://www.pli.edu/programs/asylum-special-immigrant-juvenile-status-crime-victim-and-other-immigration-relief/459095?tCode=WTC5_RSS01 Immigration and naturalization SIJS Vulnerable populations Public interest law and pro bono Taken from the Web Program Recorded February 6, 2026 in New YorkSpecial Immigrant Juvenile Status (SIJS) and Relief for Victims of Crime [01:18:59]This presentation will provide an overview of SIJS and relief for victims of crime. After completing this session, participants will be able to:Understand the fundamentals of Special Immigrant Juvenile StatusRecognize the role of state courts when seeking SIJSSpot possible relief for battered immigrantsIdentify possible relief for victims of crimePooja Asnani, Marilia G. RichardsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Pooja Asnani, Carolien Hardenbol, and Sharon Katz, Representing Noncitizen Victims of Crime in Removal Proceedings (Updated May 2025)Pooja AsnaniSpecial Immigrant Juvenile Status (SIJS) Resources (Updated November 2025)Marilia G. RichardsPresentation Material2. Special Immigrant Juvenile Status (SIJS) and Relief for Victims of Crime (PowerPoint Slides)Pooja Asnani, Marilia G Richards Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459095 459095 98 G3111 1:18:59 https://www.pli.edu/programs/asylum-special-immigrant-juvenile-status-crime-victim-and-other-immigration-relief/459098?tCode=WTC5_RSS01 Domestic violence Immigration and naturalization Asylum status Vulnerable populations Public interest law and pro bono Taken from the Web Program Recorded February 6, 2026 in New YorkAsylum Overview and Latest Developments [01:23:47]This presentation will provide an overview of asylum and related relief. After completing this session, participants will be able to:Understand an overview of asylum and related reliefRecognize the importance of particular social group (PSG) and framing of imputed political opinion claims in asylum case developmentSpot issues related to domestic violence and gender under the latest frameworksAssess the nexus between persecution and asylum groundsMelissa Chua, Desireé C. Hernández SánchezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Asylum Basics Reference Sheet (December 2025)Melissa Chua,Desireé C. Hernández SánchezPresentation Material1. Asylum Law Overview and Latest Developments (PowerPoint Slides)Melissa Chua, Desireé C. Hernández Sánchez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459098 459098 98 G3111 1:23:47 https://www.pli.edu/programs/asylum-special-immigrant-juvenile-status-crime-victim-and-other-immigration-relief/459092?tCode=WTC5_RSS01 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 February 6, 2026 in New YorkImmigration Special Topic: Cancellation of Removal and Related Relief [01:18:09]This presentation will provide an overview of cancellation of removal and related relief. After completing this session, participants will be able to:Prepare to assert cancellation of removal for non-lawful permanent residentsPrepare to assert cancellation of removal for permanent residentsRecognize adjustment of status as a defenseReview other waiver options under INA 237(a) and INA 212(k) etc.Assess whether prosecutorial discretion still existsCheryl R. David, David A. IsaacsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Prosecutorial Discretion (Updated December 7, 2025)David A. IsaacsonPresentation Material3. Immigration Special Topic: Cancellation of Removal and Related Relief (PowerPoint Slides)Cheryl R. David, David A. Isaacson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459092 459092 98 G3111 1:18:09 https://www.pli.edu/programs/basic-immigration-law/459021?tCode=WTC5_RSS01 Immigration and naturalization Employment-based immigration Family-based immigration Naturalization Taken from the Web Program Recorded February 5, 2026 in New YorkImmigrant (Permanent) Visa Categories and Processes and Naturalization Overview [01:22:10]This presentation will provide an introduction to immigrant visa categories as well as an overview of naturalization. After completing this session, participants will be able to:Distinguish the basics of employment-based immigration, including extraordinary ability aliens, professionals, managers and executives, skilled and unskilled workers, and investorsUnderstand labor certification basics and national interest waiversRecognize fundamentals of family-sponsored immigration for immediate relatives of U.S. citizens and other close family members of citizens and permanent residentsIdentify the role of the diversity lottery visa programUnderstand basics of the petition process, adjustment of status, portability, consular processing section 245(k) and 245(i)Assess strategies for selecting and obtaining an immigrant visaReview outstanding issues and agency interpretationsIdentify naturalization requirements, benefits, and potential pitfallsHRCI/SHRM credit for Human Resources Professionals Neena Dutta, David Grunblatt, Poonam GuptaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Inside the U.S. Immigration Framework (December 2025)Neena Dutta,Poonam GuptaU.S. Citizenship and Naturalization (November 2025)David GrunblattPresentation Material5. Immigrant (Permanent) Visa Categories and Processes and Naturalization OverviewNeena Dutta, David Grunblatt, Poonam Gupta Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459021 459021 98 G3110 1:22:10 https://www.pli.edu/programs/basic-immigration-law/459018?tCode=WTC5_RSS01 Immigration and naturalization Inadmissibility (Immigration and naturalization) Removal proceedings (Immigration and naturalization) Immigration detention Taken from the Web Program Recorded February 5, 2026 in New YorkInadmissibility and Removability: Grounds, Consequences, Custody, and Immigration and Federal Court Proceedings [01:30:34]This presentation will provide an overview of inadmissibility and removability. After completing this session, participants will be able to:Understand the basics of removal proceedingsDistinguish inadmissibility and removabilityRecognize criminal removability groundsIdentify key issues concerning bonds, detention, and mandatory detentionUnderstand the role of judicial reviewConsider habeas corpus petitionsRandall Chamberlain, Frances Hartmann, Myriam Sanchez HildenbrandThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Inadmissibility and Removability: Grounds, Consequences, Custody, and Immigration Court Proceedings (November 2025)Randall Chamberlain,Frances Hartmann,Myriam Sanchez HildenbrandPresentation Material6. Inadmissibility and Removability: Grounds, Consequences, Custody, and Immigration and Federal Court Proceedings (PowerPoint Slides)Randall Chamberlain, Frances Hartmann, Myriam Sanchez Hildenbrand Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459018 459018 98 G3110 1:30:34 https://www.pli.edu/programs/basic-immigration-law/459024?tCode=WTC5_RSS01 Immigration and naturalization Nonimmigrant visas H-1B visas Taken from the Web Program Recorded February 5, 2026 in New YorkImmigration Practice: Overview for Representing Nonimmigrant (Temporary) Visa Applicants and Select Issues for Institutional Representation [01:22:42]This presentation will provide an introduction to nonimmigrant visa categories for the immigration practitioner. This segment will also address select issues for practitioners representing employers or other institutions. After completing this session, participants will be able to:Part A:Identify important nonimmigrant visa categoriesAssess strategies in selecting and obtaining a nonimmigrant visa, including new risk factorsEvaluate B visas for tourists and business visitors, the visa waiver program, and the Electronic System for Travel Authorization (ESTA)Understand the basics of F and J categories for foreign students and exchange visitorsAscertain the basic contours of the H-1B, E, L, O, P and TN work visa categoriesPart B:Review select issues concerning employer sanctions and compliance obligations including the following: Immigration Reform and Control Act of 1986 (IRCA)Employment eligibility verification procedures, E-VerifyAntidiscrimination provisions in hiringResponding to I-9 auditsLitigation developmentsHRCI/SHRM credit for Human Resources Professionals Kaitlyn Box, Marko Maglich, Avram E. MorellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Overview of Key Concepts in Nonimmigrant Visa Practice (December 2025)Rosanna M. Fox,Avram E. MorellPresentation Material4. Immigration Practice: Overview for Representing Nonimmigrant (Temporary) Visa Applicants and Select Issues for Institutional Representation (PowerPoint Slides)Kaitlyn Box, Marko C. Maglich, Avram E. Morell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459024 459024 98 G3110 1:22:42 https://www.pli.edu/programs/basic-immigration-law/459015?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Immigration and naturalization Public interest law and pro bono Taken from the Web Program Recorded February 5, 2026 in New YorkEthical Issues in Immigration Practice: What Attorneys Need to Consider [01:03:23]This presentation will address ethical issues. After completing this session, participants will be able to:Understand where to find sources of ethical rules and guidanceReview new developments arising in the ethics contextRecognize the significance of civilityIdentify the role of disciplinary counsel and best practices for responding to investigations by disciplinary counselAssess key ethical issues arising in immigration matters and the rules that apply including:Conflicts of interestIneffective assistance motions and LozadaJurisdictional issuesKenneth Craig Dobson, Jun H. LeeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating Conflicts of Interest in H-1B Worker Terminations (September 3, 2025) (see Chapter 3 for content)Cyrus D. MehtaPresentation Material7. Ethical Issues in Immigration Practice: What Attorneys Need to Consider (PowerPoint Slides)Kenneth Craig Dobson, Jun H. Lee Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459015 459015 98 G3110 1:03:23 https://www.pli.edu/programs/basic-immigration-law/459027?tCode=WTC5_RSS01 Immigration and naturalization Employment-based immigration Family-based immigration Immigration executive orders Public interest law and pro bono Taken from the Web Program Recorded February 5, 2026 in New YorkOverview of the U.S. Immigration System and Current Developments [01:10:23]This presentation will provide an overview of the U.S. immigration system and will review latest developments. After completing this session, participants will be able to:Understand the evolution and creation of different pathways for non-immigrants and immigrants and the significance of immigrant intentRecognize the import and impact of quotas and priority datesDistinguish the various government agencies involved in this practice areaAssess the latest developmentsCyrus D. MehtaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Immigration FAQ (Updated November 2025)Cyrus D. MehtaOverview of Employment-Based Immigration in the United States (Updated November 20, 2025)Cyrus D. MehtaNavigating Conflicts of Interest in H-1B Worker Terminations (September 3, 2025)Cyrus D. MehtaPresentation Material1. Immigration Basics (PowerPoint Slides)Cyrus D. Mehta2. Handout: Miot v. TrumpCyrus D. Mehta3. Handout: Chamber of Commerce v. TrumpCyrus D. Mehta Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459027 459027 98 G3110 1:10:23 https://www.pli.edu/programs/project-management-for-lawyers/458969?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 4, 2026 in New YorkBeyond the Deal: Leveraging LPM for Transactional Practice [01:16:36]Legal project management experts will discuss LPM tools to manage transactional matters efficiently. After completing this session, participants will be able to:Learn to optimize workflows for transactional mattersUnderstand how legal project management strategies apply to transactionsBrian Idehen, Kimberly WilliamsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Carla Landry, LawVision Industry Insights, Legal Project Management: Just the Right Dose (August 4, 2025)Susan Raridon LambrethCarla Landry, LawVision Industry Insights, LPM vs. The Simple Checklist (April 15, 2025)Susan Raridon LambrethCarla Landry, LawVision Industry Insights, Legal Project Management Is Giving More (December 14, 2024)Susan Raridon LambrethLPM Institute/LawVision WorksheetsSusan Raridon LambrethPresentation MaterialBeyond the Deal: Leveraging LPM for Transactional PracticeBrian Idehen, Kimberly Williams Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458969 458969 98 G3041 1:16:36 https://www.pli.edu/programs/project-management-for-lawyers/458966?tCode=WTC5_RSS01 Professional development Legal project and time management Taken from the Web Program Recorded February 4, 2026 in New YorkCase Studies on Using LPM Approaches on Your Matters [01:29:48]This will be an interactive session where examples of real-life law department/company legal situations will be discussed with a panel and audience discussion of which LPM tools and techniques make sense to implement. After completing this session, participants will be able to:Decide which tools in the “LPM toolkit” work best in different situationsBring structure to matters that are “off track” or disorganizedUse simple LPM approaches to reduce stress on matter teams, increase efficiency and enhance financial performancePanel Leader: Susan Raridon LambrethSpeakers: Barry Mehew, Megan V. Panchella, Kimberly WilliamsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Carla Landry, LawVision Industry Insights, Legal Project Management: Just the Right Dose (August 4, 2025)Susan Raridon LambrethCarla Landry, LawVision Industry Insights, LPM vs. The Simple Checklist (April 15, 2025)Susan Raridon LambrethCarla Landry, LawVision Industry Insights, Legal Project Management Is Giving More (December 14, 2024)Susan Raridon LambrethLPM Institute/LawVision WorksheetsSusan Raridon LambrethPresentation MaterialCase Studies on using LPM Approaches on Your MattersSusan Raridon Lambreth, Barry Mehew, Megan V. Panchella, Kimberly Williams Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458966 458966 98 G3041 1:29:48 https://www.pli.edu/programs/project-management-for-lawyers/458978?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 4, 2026 in New YorkApplying Legal Project Management to Your Matters (Part 1): Setting a Strong Foundation to Manage Your Matters [01:17:41]Legal project management experts from law firms and legal departments will explain how to lay a foundation for managing a matter. After completing this session, participants will be able to:Analyze a new matter at the outsetUse a process for defining client expectationsDevelop a scope of work documentPanel Leader: Susan Raridon LambrethSpeakers: Brian Burlew, Megan V. Panchella, Kimberly WilliamsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Connie Brenton and Susan Raridon Lambreth, Legal Project Management: A Must-Have Process to Run an Efficient Business (December 2021)Susan Raridon LambrethLPM Institute/LawVision WorksheetsSusan Raridon LambrethPresentation MaterialApplying Legal Project Management to Your Matters (Part 1): Setting a Strong Foundation to Manage Your MattersBrian Burlew, Susan Raridon Lambreth, Megan V. Panchella, Kimberly Williams Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458978 458978 98 G3041 1:18:23 https://www.pli.edu/programs/project-management-for-lawyers/458975?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 4, 2026 in New YorkApplying Legal Project Management to Your Matters (Part 2): Learning New Approaches for Budgeting and Keeping Matters on Track [01:17:08]Law firm professionals will discuss novel approaches for managing and budgeting matters. After completing this session, participants will be able to:Understand the LPM issues to build a budgetImplement processes to comply with Outside Counsel Guidelines – how to keep clients happy and get paidEnsure proactive team and client management to ensure successUse tools for resource assignment, communication and monitoring - a LACI chart and communications planPanel Leader: Susan Raridon LambrethSpeakers: Brian Burlew, Barry Mehew, Kimberly WilliamsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Carla Landry, LawVision Industry Insights, Legal Project Management: Just the Right Dose (August 4, 2025)Susan Raridon LambrethCarla Landry, LawVision Industry Insights, LPM vs. The Simple Checklist (April 15, 2025)Susan Raridon LambrethCarla Landry, LawVision Industry Insights, Legal Project Management Is Giving More (December 14, 2024)Susan Raridon LambrethLPM Institute/LawVision WorksheetsSusan Raridon LambrethPresentation MaterialLearning New Approaches for Budgeting and Keeping Matters on TrackBrian Burlew, Susan Raridon Lambreth, Barry Mehew, Kimberly Williams Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458975 458975 98 G3041 1:17:08 https://www.pli.edu/programs/project-management-for-lawyers/458972?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 4, 2026 in New YorkThree Tools for Success: Early Case Assessment, Litigation Risk Analysis, and Early Low-Cost Jury Testing to Develop the Litigation Scope, Strategy, and Planning [01:17:27]Legal project management experts will discuss LPM tools to manage litigations efficiently. After completing this session, participants will be able to:Discover practical LPM tools to manage litigation efficientlySee how risk assessments can guide strategy, allocate resources, and lower costsUnderstand options for low-cost jury testingKyle Dreyer, Stephen Rispoli, Jill WarrenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:LawVision Industry Insights, Legal Project Management and the Baylor Law’s R6 Framework (October 5, 2021)Susan Raridon LambrethLPM Institute/LawVision WorksheetsSusan Raridon LambrethPresentation MaterialThree Tools for Success: Early Case Assessment, Litigation Risk Analysis, and Early Low-Cost Jury Testing to Develop the Litigation Scope, Strategy, and PlanningKyle H. Dreyer, Stephen Rispoli, Jill Warren Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458972 458972 98 G3041 1:17:27 https://www.pli.edu/programs/mergers--acquisitions/459059?tCode=WTC5_RSS01 Mergers and acquisitions Regulation, compliance, and enforcement (Corporate law) Political activity law Regulation, compliance, and enforcement (Political activity law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded February 4 - 5, 2026 in New YorkRegulatory and Political Developments in M&A [01:01:04]This panel will discuss the current political and regulatory landscape with a focus on issues that commonly arise in the context of the roll out of and regulatory approval process for transactions. After completing this session, participants will be able to:Understand recent lobbying activities related to transactionsIdentify potential trends as midterm elections approachIdentify the sectors that are under more scrutiny and the legal and economic theories that the agencies and politicians are using to evaluate themDiscuss developments in the national security area relevant to mergersPanel Leader: Ethan Klingsberg David I. Gelfand, Justin J. SayfieThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Freshfields, Key Themes in Merger Enforcement: Early Termination and Remedies Under the Second Trump Administration (August 22, 2025)Mary Lehner,Bruce McCulloch,Jennifer Mellott,Meghan Rissmiller,Jan Rybnicek,Justin Stewart-Teitelbaum,Kevin Yingling,Sam Fulliton,Emily Abbott,Kate Applegate,Christine Wilson,Marin Boney,Ethan KlingsbergFreshfields, Five Key Takeaways from Fordham’s Annual Conference on International Antitrust Law & Policy (September 26, 2025)Justin Stewart-Teitelbaum,Elizabeth Suarez,Kara Reid,Kara King,Ethan KlingsbergPresentation MaterialCourse Materials: Clarity in antitrustDavid I. Gelfand, Ethan Klingsberg, Justin SayfieCourse Materials: Navigating the Evolving Global Antitrust LandscapeDavid I. Gelfand, Ethan Klingsberg, Justin SayfieCourse Materials: The Rule of Law Versus the Rule of LobbyistsDavid I. Gelfand, Ethan Klingsberg, Justin SayfieSegment Powerpoint: Regulatory and Political Developments in M&ADavid I. Gelfand, Ethan Klingsberg, Justin Sayfie Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459059 459059 98 G3092 1:01:46 https://www.pli.edu/programs/mergers--acquisitions/459055?tCode=WTC5_RSS01 Corporate litigation Mergers and acquisitions Securities litigation Taken from the Web Program Recorded February 4 - 5, 2026 in New YorkDelaware M&A Litigation Developments [01:00:26]This panel will discuss recent developments in M&A litigation in Delaware. After completing this session, participants will be able to:Identify potentially problematic aspects of deal processesCounsel clients on issues regarding significant or controlling stockholdersArticulate the latest thinking on the use of special committeesPanel Leader: Blake RohrbacherJohn P. DiTomo, Jeffrey M. Gorris, Hon. Lori W. WillThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John Mark Zeberkiewicz and Robert B. Greco, Not All Facial Challenges Are Ripe, The Business Lawyer, Vol. 80 (Summer 2025)Blake RohrbacherRobert B. Greco and Matthew D. Perri, Entire Fairness Litigation: The Standing Demand Committee, The Corporate Governance Advisor, Vol. 33, No. 3 (May/June 2025)Blake RohrbacherEric Klinger-Wilensky, John P. DiTomo and Kyle Pinder, Thirty Years Later—Why Corporations Continue to Choose Delaware: General Perspectives and Thoughts on 2025 DGCL Amendments, The Corporate Governance Advisor, Vol. 33, No. 4 (July/August 2025)John P. DiTomoPresentation MaterialSegment Powerpoint: Delaware M&A Litigation DevelopmentsJohn DiTomo, Jeffrey M. Gorris, Blake Rohrbacher, Hon. Lori W. Will Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459055 459055 98 G3092 1:01:08 https://www.pli.edu/programs/mergers--acquisitions/459063?tCode=WTC5_RSS01 Mergers and acquisitions Public companies Taken from the Web Program Recorded February 4 - 5, 2026 in New YorkTrends in Public Company Merger Agreements [01:15:01]This panel will discuss recent trends in public company mergers. After completing this session, participants will be able to:Understand recent negotiating trends to allocate risk between buyers and sellersAdvise clients as to the impact of recent geopolitical events on regulatory risk allocation provisions, MAEs, earn-outs, purchase price adjustments and dispute resolution proceduresConsider recent trends in M&A disclosuresUnderstand how dealmakers are using AI in executing their public company transactionsPanel Leader: Melissa SawyerDohyun Kim, Andrew Wark, Allison M. Wein The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sullivan & Cromwell LLP, S&C Memo, When (and When Not to) Form a Special Committee in Activist Defense and M&A (September 25, 2025)Melissa SawyerPresentation MaterialSegment Powerpoint: Trends in Public Company Merger AgreementsDohyun (Do) Kim, Melissa Sawyer, Andrew Wark, Allie Wein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459063 459063 98 G3092 1:15:44 https://www.pli.edu/programs/mergers--acquisitions/459069?tCode=WTC5_RSS01 Shareholders (Corporate governance) Special committees (Corporate governance) Mergers and acquisitions Taken from the Web Program Recorded February 4 - 5, 2026 in New YorkControlling Stockholder Transactions [01:02:00]This panel will discuss recent developments in structuring and executing transactions with controlling stockholders. After completing this session, participants will be able to:Understand what attributes confer “controller” status on stockholders in DelawareUnderstand when and how to use special committees and other procedural devicesUnderstand recent market trends in transactions involving controllersPanel Leaders: Stephanie Norman, Patricia O. VellaJames G. Grifiin-StancoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Morris, Nichols, Arsht & Tunnell LLP, Mergers & Acquisitions: A Delaware Checklist (December 31, 2024)Patricia O. VellaJohn Mark Zeberkiewicz and Brian Mammarella, Wolters Kluwer, Insights: The Corporate and Securities Law Advisor, Vol. 39, No. 6, The DGCL Newly Enacted Safe Harbor Procedures and Books and Records Regime (June 2025)Stephanie NormanPresentation MaterialSegment Powerpoint: Controlling Stockholder TransactionsJames G. Griffin-Stanco, Stephanie Norman, Patricia Vella Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459069 459069 98 G3092 1:02:00 https://www.pli.edu/programs/mergers--acquisitions/459067?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax Taken from the Web Program Recorded February 4 - 5, 2026 in New YorkFederal Tax Considerations in Mergers & Acquisitions [01:01:55]This panel will discuss the Federal tax rules and issues that are most relevant to structuring mergers and acquisitions. After completing this session, participants will be able to:Understand the basics of the Federal tax system as applied to mergersExplain the differences between tax-free and taxable acquisitionsDiscuss the rules that apply to tax-free spinoffs and split offsUnderstand the extent to which tax attributes survive change of control transactionsIRS-CE for Tax Professionals Adam Perry, Lewis R. Steinberg The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Federal Tax Considerations in Mergers & Acquisitions (November 2025)Adam Perry,Lewis R. SteinbergPresentation MaterialSegment Powerpoint: Federal Tax Considerations in Mergers & AcquisitionsAdam Perry, Lewis R. Steinberg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459067 459067 98 G3092 1:01:56 https://www.pli.edu/programs/mergers--acquisitions/459073?tCode=WTC5_RSS01 Corporate finance Mergers and acquisitions Taken from the Web Program Recorded February 4 - 5, 2026 in New YorkM&A Dealmaking - A Banker’s View [01:04:19]At this session, a banker will share their perspective on M&A dealmaking. After completing this session, participants will be able to:Recall 2025 deal activityKnow the outlook for M&A in 2026Identify M&A trends in different sectors of the economyUnderstand factors that impact M&A deal valuationsEdouard MetraillerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:J. P. Morgan, Global M&A Performance Snapshot: 10M 2025 (October 31, 2025)Jay HofmannPresentation MaterialSegment Powerpoint: M&A Dealmaking - A Banker’s ViewEdouard Metrailler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459073 459073 98 G3092 1:04:19 https://www.pli.edu/programs/mergers--acquisitions/459053?tCode=WTC5_RSS01 Mergers and acquisitions Ethical issues (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded February 4 - 5, 2026 in New YorkEthical Traps for the M&A Practitioner [01:00:10]This session will discuss professional responsibility and ethics issues applicable to M&A practitioners. After completing this session, participants will be able to:Recognize conflicts of interest in M&A transactionsAddress ethical issues in M&A negotiationsBetter understand issues of privilege in M&A transactionsPanel Leader: John K. Villa Professor Roy D. SimonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:SEC Actions Against LawyersJohn K. VillaPresentation MaterialSegment Powerpoint: Ethical Traps for the M&A PractitionerRoy D. Simon, John K. Villa Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459053 459053 98 G3092 1:00:53 https://www.pli.edu/programs/mergers--acquisitions/459065?tCode=WTC5_RSS01 Mergers and acquisitions Taken from the Web Program Recorded February 4 - 5, 2026 in New YorkReincorporations and Redomestications [01:00:50]This panel will discuss the pros and cons of incorporating in different jurisdictions from an M&A perspective and strategies for changing a corporation’s jurisdiction of incorporation. After completing this session, participants will be able to:Understand recent case law and statutory changes impacting reincorporation and redomestication transactionsIdentify potential pros and cons of incorporating in different jurisdictionsPanel Leader: Steven M. HaasBenjamin Edwards, Charlotte K. Newell, Robert G. RosenbergThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Reincorporations & Redomestications: Delaware Supreme Court Establishes Test for Reviewing Reincorporation DecisionsSteven M. HaasKey Takeaways from the Reincorporations and Redomestications PanelSteven M. HaasPresentation MaterialSegment Powerpoint: Reincorporations and RedomesticationsRobert Rosenberg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459065 459065 98 G3092 1:01:32 https://www.pli.edu/programs/mergers--acquisitions/459071?tCode=WTC5_RSS01 Mergers and acquisitions Intellectual property Artificial intelligence Taken from the Web Program Recorded February 4 - 5, 2026 in New YorkAI and IP Considerations in M&A Transactions [01:00:00]At this session, the panel will discuss issues to consider in transactions involving companies involved in artificial intelligence or with significant intellectual property portfolios. After completing this session, participants will be able to:Identify key issues associated with M&A involving AI and AI-adjacent companies and companies with significant intellectual property portfoliosUnderstand various transaction structures used to convey AI and IP assetsDiscuss due diligence, representation and warranty and similar issues that arise in these transactionsPanel Leader: Mehdi AnsariLori E. Lesser, Stuart D. Levi, Justin R. OrrThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sullivan & Cromwell LLP, S&C Memo, Trump Administration Issues Executive Order on Artificial Intelligence (January 24, 2025)Mehdi AnsariSullivan & Cromwell LLP, S&C Memo, Fair Use in Training AI Models (June 26, 2025)Mehdi AnsariSkadden, AI Insights, Copyright Office Weighs in on AI Training and Fair Use (May 15, 2025)Stuart D. LeviSkadden, AI Insights, White House Releases AI Action Plan: Key Legal and Strategic Takeaways for Industry (July 30, 2025)Stuart D. LeviSkadden, AI Insights, EU’s General-Purpose AI Obligations Are Now in Force, With New Guidance (August 14, 2025)Stuart D. LeviPresentation MaterialSegment Powerpoint: AI and IP Considerations in M&A TransactionsMehdi Ansari, Lori E. Lesser, Stuart D. Levi, Justin R. Orr Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459071 459071 98 G3092 1:00:01 https://www.pli.edu/programs/mergers--acquisitions/459061?tCode=WTC5_RSS01 Mergers and acquisitions Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded February 4 - 5, 2026 in New YorkSEC Developments in Mergers & Acquisitions [01:05:43]This panel will discuss developments in federal securities laws and SEC rules relating to mergers. Participants will leave this session with a greater understanding of:The SEC’s Office of Mergers and Acquisitions’ priorities and areas of focusSEC rulemaking developments and initiativesNew and revised SEC interpretive positionsPanel Leader: Michele M. AndersonTiffany Posil The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Words of Wisdom from Latham & Watkins, The U.S. Securities Laws: Commentary on the Law and the Lore, Shareholder Engagement Practices Under New SEC Guidance on Schedule 13G Eligibility: FAQs (February 13, 2025)Michele M. AndersonWords of Wisdom from Latham & Watkins, The U.S. Securities Laws: Commentary on the Law and the Lore, SEC Staff Grants No-Action Relief Allowing Retail Investors to Give Standing Voting Instructions (September 17, 2025)Michele M. Anderson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459061 459061 98 G3092 1:05:43 https://www.pli.edu/programs/mergers--acquisitions/459057?tCode=WTC5_RSS01 Mergers and acquisitions M & A agreements Executive compensation Taken from the Web Program Recorded February 4 - 5, 2026 in New YorkExecutive Compensation: Trends in M&A Transactions [01:01:08]This panel will discuss executive compensation trends in M&A agreements, including incentive-based compensation strategies and disclosure issues. After completing this session, participants will be able to:Advise clients on how to structure executive compensation arrangements to incentive and retain key personnelDraft disclosures relating to executive compensation arrangements and decisionsIdentify and learn to negotiate key compensation provisionsPanel Leader: Henrik Patel Rebecca S. Coccaro, Brian Jebb, David B. TeigmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Proskauer, Proskauer Benefits Brief: Cross-Border Asset Deals (May 18, 2022)David B. TeigmanProskauer, Proskauer Benefits Brief: Rep and Warranty Insurance and Executive Compensation and Employees Benefits (April 3, 2023)David B. TeigmanHenrik P. Patel and Kenneth R. Barr, Executive Compensation Issues in Public Company Transactions, Practical Law Employee Benefits & Executive CompensationHenrik P. PatelPresentation MaterialSegment Powerpoint: Executive Compensation: Trends in M&A TransactionsRebecca S. Coccaro, Brian Jebb, Henrik Patel, David B. Teigman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459057 459057 98 G3092 1:01:09 https://www.pli.edu/programs/cross-border-ma-tax-planning/458915?tCode=WTC5_RSS01 Corporate tax International tax Cross-border M & A Tax Tax planning and strategy Taken from the Web Program Recorded February 3, 2026 in New YorkInflation Reduction Act (IRA) Impact on Acquisitions [01:01:35]This session will explore the impact of the Inflation Reduction Act (IRA) on cross-border acquisitions. After completing this session, participants will be able to:Apply the Corporate Alternative Minimum Tax (CAMT) to an acquisitionDetermine the effects of the Section 4501 excise tax on repurchases as defined in Section 317(b)Moderator: Marc A. CountrymanJason R. Factor, Marie C. Milnes-Vasquez, Isaac J. WheelerThe 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 2025-46Marie Milnes-VasquezNew York State Bar Association Report on the Section 4501 Excise Tax on Repurchases of Corporate Stock, Report No. 1469 (November 1, 2022)Marc A. Countryman,Karen Gilbreath SowellPresentation MaterialInflation Reduction Act: Impact on AcquisitionsMarc A. Countryman, Jason R. Factor, Russell G. Jones, Marie C. Milnes-Vasquez, Isaac J. Wheeler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458915 458915 98 G4241 1:03:06 https://www.pli.edu/programs/cross-border-ma-tax-planning/458906?tCode=WTC5_RSS01 Financing Spin-offs Cross-border M & A Tax planning and strategy Taken from the Web Program Recorded February 3, 2026 in New YorkGlobal M&A – Survey of Market Activity and Trends [00:58:33]This panel will review 2025 deal activity and forecast the outlook for the year ahead. After completing this session, participants will be able to:Identify deal trends in disposition activity – spin-offs, carve-outs and salesSummarize financing challenges and debt term trendsList going public alternativesModerators: David H. Schnabel, Karen Gilbreath SowellRick Bohm, William Dixon, Darren G. Heil, Michael KaganThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:EY, Alert, Conditions Ripe for Already Resilient M&A Activity to Accelerate in 2021 and Beyond (December 2020)Konstantinos Makrygiannis,Karen Gilbreath SowellPresentation MaterialGlobal M&A – Survey of Market Activity and TrendsRick Bohm, William Dixon, Darren G. Heil, Michael Kagan, David H. Schnabel, Karen Gilbreath Sowell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458906 458906 98 G4241 0:58:33 https://www.pli.edu/programs/cross-border-ma-tax-planning/458924?tCode=WTC5_RSS01 Corporate tax International tax Cross-border M & A Tax planning and strategy Taken from the Web Program Recorded February 3, 2026 in New YorkSales by U.S. Companies of Non-U.S. Businesses [01:02:01]This session will explore the issues that arise when a U.S. company sells a non-U.S. business. After completing this session, participants will be able to:Structure a sale in the most tax-efficient mannerApply the Section 245A dividends received deduction (DRD) rules when selling a non-U.S. subsidiaryWeigh the potential benefits and burdens of making a Section 338(g) electionEvaluate the impact of E&P and PTEPModerator: David H. SchnabelErin Cleary, Michael L. SchlerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sales by U.S. Companies of Non-U.S. Businesses Background MaterialsErin Cleary,Michal L. Schler,David H. SchnabelPresentation MaterialSales by U.S. Companies of Non-U.S. BusinessesErin Cleary, Michael L. Schler, David H. Schnabel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458924 458924 98 G4241 1:04:13 https://www.pli.edu/programs/cross-border-ma-tax-planning/458912?tCode=WTC5_RSS01 Joint ventures (Corporate law) International tax Cross-border M & A Partnership tax Tax planning and strategy Taken from the Web Program Recorded February 3, 2026 in New YorkGlobal Partnership Transactions [01:01:15]This discussion will focus on organizing and selling global partnerships and joint ventures. After completing this session, participants will be able to:Recognize potential traps and opportunities in connection with the formation and disposition of cross-border partnerships, including Section 721(c), Section 864(c)(8) and related withholding, and Section 1248Appreciate the nuances of the IP-C structure for partnership IPOs, including tax receivable agreements, PTP considerations and structuring considerations for future M&A transactionsModerator: Brian KnudsonWilliam A. Curran, Pamela Lawrence EndrenyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:American Bar Association, Section of Taxation, Comments on Notice 2015-54 on Transfers of Property to Partnerships with Related Foreign Partners and Controlled Transactions Involving Partnerships (Partnership Tax Issues) (January 7, 2016)David H Schnabel,Karen Gilbreath SowellNew York State Bar Association Report on Section 864(c)(8) Proposed Regulations, Report No. 1414 (March 22, 2019)David H Schnabel,Karen Gilbreath SowellPresentation MaterialNew York State Bar Association Tax Section Report on Treatment of Foreign Partnerships Under Section 1445Pamela L. EndrenyGlobal Partnership TransactionsWilliam A. Curran, Pamela L. Endreny, Brian Knudson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458912 458912 98 G4241 1:02:45 https://www.pli.edu/programs/cross-border-ma-tax-planning/458909?tCode=WTC5_RSS01 Corporate tax International tax Cross-border M & A Tax planning and strategy Taken from the Web Program Recorded February 3, 2026 in New YorkIntegration of International Businesses Post-Acquisition [01:00:34]This session will explore the challenges and opportunities with respect to post-acquisition cross border integration. After completing this session, participants will be able to:Identify the impact of the One Big Beautiful Bill Act (OBBBA) on post-acquisition integration structuringRecognize the issues involved in certain cross-chain transactionsIdentify issues in post-acquisition integration planningModerator: Gary ScanlonEnrica Ma, Moshe SpinowitzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:KPMG Report: International Tax Provisions in “One Big Beautiful Bill”Gordon WarnkePresentation MaterialIntegration of International Businesses Post-AcquisitionEnrica Ma, Gary Scanlon, Moshe Spinowitz, Gordon E. Warnke Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458909 458909 98 G4241 1:02:04 https://www.pli.edu/programs/cross-border-ma-tax-planning/458918?tCode=WTC5_RSS01 Corporate tax Spin-offs International tax Cross-border M & A Tax planning and strategy Taken from the Web Program Recorded February 3, 2026 in New YorkCross-Border Spin Offs [00:59:57]This panel will discuss different types of spin-offs that can be used to divest of a business. After completing this session, participants will be able to:Plan for the tax-free separation of businesses owned by foreign and U.S. multinational corporationsUnderstand the evolving IRS standards for seeking a private letter ruling and the issues under consideration for published guidanceModerator: Karen Gilbreath SowellLauren Angelili, Jodi J. SchwartzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Wachtell, Lipton, Rosen & Katz, Alert, Spin-Off GuideJodi J. SchwartzIRS Revenue Procedure, 26 CFR 601.201: Rulings and Determination Letters (Also Part I, §§ 355, 1.355-1) Rev. Proc. 2018-53Karen Gilbreath SowellNew York State Bar Association Report on Procedural Guidance for Private Letter Rulings on Divisive Reorganizations: Issues Related to Section 361 Exchanges, Report No. 1491 (March 4, 2024)Karen Gilbreath SowellPresentation MaterialCross-Border Spin-offsLauren Angelilli, Jodi J. Schwartz, Karen Gilbreath Sowell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458918 458918 98 G4241 1:02:09 https://www.pli.edu/programs/cross-border-ma-tax-planning/458921?tCode=WTC5_RSS01 Corporate tax International tax Cross-border M & A Regulation, compliance, and enforcement (Tax) Tax planning and strategy Taken from the Web Program Recorded February 3, 2026 in New YorkLoper's Wake: A Bright or Dim Future for the International Tax System? [01:00:15]Loper Bright overrules the Chevron doctrine and states that regulations must adopt the best reading of the statute. This panel will discuss the extent to which Loper Bright might affect the functioning of the international tax system. After completing this session, participants will be able to:Assess the impact of Loper Bright on existing regulations affecting international taxation, such as the check-the-box regulations and the NCTI high-tax exceptionEvaluate the extent to which Treasury and the IRS will have reduced flexibility to adopt future regulations affecting international taxation and taxpayers will have increased ability to challenge such regulations as invalidModerator: Gordon E. WarnkeRonald A. Dabrowski, David M. Schizer, Michael L. Schler The purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York State Bar Association, Comment on Tax Implications of Loper Bright, Report No. 1508 (March 7, 2025)Karen Gilbreath SowellPresentation MaterialLoper Bright and Pro-Taxpayer RegulationsMichael L. SchlerThe State of the Federal Income Tax System: PoorMichael L. SchlerLoper's Wake: A Bright or Dim Future for the International Tax System?Ronald A. Dabrowski, David M. Schizer, Michael L. Schler, Gordon E. Warnke Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458921 458921 98 G4241 1:01:45 https://www.pli.edu/programs/investing-trading-and-doing-deals-in-a-dynamic-world/458585?tCode=WTC5_RSS01 Risk management (Corporate governance) Regulation, compliance, and enforcement (Corporate law) Anti-corruption due diligence Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded February 3, 2026 in New YorkDiligence for a Disrupted World [00:59:45]This panel will focus on the critical role of enhanced due diligence in mitigating risks and navigating complex supply chain networks in a disrupted global environment.Enhanced due diligence as a compliance imperative in the context of policy change and geopolitical tensions.Navigating dynamic regulatory and geopolitical challenges in supply chain management.Operationalizing risk management through integrated compliance frameworks.Strategic benefits of enhanced diligence for businesses and investors.Approaches, tools, and solutions for conducting effective due diligence.Stephen Propst (Panel leader), Charles L. Capito III, Orisia Gammell, Jeanine P. McGuinness, Jackson WoodThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Randall H. Cook, et al., Dow Jones, Risk Journal, Enhanced Due Diligence: The New Compliance Standard for Mitigating Trade Disruption Risk (May 14, 2025)Randall H. CookUnited States Department of Energy, 10 CFR Chapter III, Interpretation of Foreign Entity of Concern, 88 Fed. Reg. 84082, No. 231 (December 4, 2023)Randall H. CookRandall H. Cook, et al., Dow Jones, Risk Journal, Supply Chain Integrity and Traceability: The New Compliance Imperative (September 22, 2025)Randall H. CookSpecial Report: The Strategic Trade Control Regimes of Central Asia, Worldecr from Dow Jones, The Journal of Export Controls and Sanctions, Issue 143 (October 2025)Randall H. CookPresentation MaterialSegment PPT: Diligence for a Disrupted WorldCharles L. Capito III, Orisia Gammell, Jeanine P. McGuinness, Stephen F Propst, Jackson Wood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458585 458585 98 G3158 1:00:27 https://www.pli.edu/programs/investing-trading-and-doing-deals-in-a-dynamic-world/458591?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Technology) Software Taken from the Web Program Recorded February 3, 2026 in New YorkSecuring Information, Systems, Software, and Models [01:04:01]This panel will focus on technical risks, requirements, standards, and considerations for securing information, systems, software, and AI models in a disrupted global environment.The evolving risk and requirements environment.Analyzing and applying industry, regulatory, and procurement information security standards and expectations.Balancing security and utilityChanging expectations and solutions in context of Section 889, ICTS, and adversary technology/equipment restrictions.Practical approaches to implementing security-by-design in software and system developmentIAPP Privacy credit for Privacy Professionals  Louverture Jones (Panel leader), Kelli Andrews, Katie Arrington, Yang Guo, Edward McNicholas, Waqas ShahidThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John Kunkel, et al., The United States Studies Centre, Economic Security Dialogue Series, Aligning Security and Economic Interests in the Age of AI (September 2025)Randall H. CookUnited States Cybersecurity & Infrastructure Security Agency, Cybersecurity Advisory, Countering Chinese State-Sponsored Actors Compromise of Networks Worldwide to Feed Global Espionage System (September 3, 2025)Randall H. CookUnited Kingdom National Cyber Security Centre, United States Cybersecurity and Infrastructure Security Agency, “Guidelines for Secure AI System DevelopmentRandall H. CookYang Guo, et al., United States Department of Commerce, National Institute of Standards and Technology, NIST Special Publication 800-234, High-Performance Computing (HPC) Security Overlay (May 2025)Dr. Yang Guo,Yang GuoUnited States Cybersecurity & Infrastructure Security Agency, Secure by Design: Shifting the Balance of Cybersecurity Risk: Principles and Approaches for Secure by Design Software (October 25, 2023)Randall H. CookPresentation MaterialSegment PPT: Securing Information, Systems, Software, and ModelsKelli A. Andrews, Katherine E. Arrington, Yang Guo, Louverture Jones, Edward R. McNicholas, Waqas Shahid Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458591 458591 98 G3158 1:04:01 https://www.pli.edu/programs/investing-trading-and-doing-deals-in-a-dynamic-world/458588?tCode=WTC5_RSS01 Private equity Regulation, compliance, and enforcement (International law) International investment and securities Outbound investment Sovereign wealth funds Taken from the Web Program Recorded February 3, 2026 in New YorkInbound and Outbound Investment Reviews [00:59:37]This panel will examine the regulatory landscape for inbound and outbound investment reviews, focusing on the intersection of national security and global capital flows.Key developments and trends in CFIUS and outbound investment screening.Strategies for navigating overlapping U.S. and non-U.S. investment screening regimes.Engaging deal and implementation teams to execute successful transactions.Case studies on successful engagement with investment screening authorities.Considerations for sovereign wealth funds and private equity in navigating regulatory challenges.Heather Finstuen (Panel leader), Michael Considine, Peter Komorowski, Pierce ScrantonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The White House, America First Investment Policy (February 21, 2025)Randall H. CookRandall H. Cook, et al., Alvarez & Marsal, Investment Policy—Disruption and Opportunity (March 19, 2025)Randall H. CookRandall H. Cook, et al., Reuters Legal News, CFIUS Has Circled Its Civil Enforcement Wagons—Trump 2.0 Is Likely to Build Upon Activities Begun by Biden Administration (February 13, 2025)Randall H. CookCovington & Burling, Alert, Treasury Department Issues Final Rule to Implement Outbound Investment Executive Order (November 4, 2024)Heather FinstuenCovington & Burling, Alert, Trump Administration Issues America First Investment Policy (February 24, 2025)Heather FinstuenPresentation MaterialSegment PPT: Inbound and Outbound Investment ReviewsMichael Considine, Heather L. Finstuen, Peter Komorowski, Pierce Scranton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458588 458588 98 G3158 1:00:19 https://www.pli.edu/programs/investing-trading-and-doing-deals-in-a-dynamic-world/458600?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (International law) Technology Artificial intelligence Generative AI Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded February 3, 2026 in New YorkGlobal Trade and Global AI [00:59:28]This panel will examine developments and dynamics at the intersection of the policy agenda and enormous global market for Artificial Intelligence technology and infrastructure, including (among others):The AI supremacy raceThe White House AI Plan and Export Executive OrderBalancing deregulation and “big wins” with adversary exploitation riskExport control developments/What’s next with the AI Diffusion RuleNavigating the authorization challengeWhat successful AI global project integration looks likeIAPP Privacy credit for Privacy Professionals  Randall Cook (Panel leader), Matthew Galvin, Jigisha Patel, Opher Shweiki, Alex TraftonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The White House, Winning the Race: America’s AI Action Plan (July 2025)Randall CookDonald J. Trump, The White House, Executive Orders, Promoting the Export of the American AI Technology Stack (July 23, 2025)Randall H. CookAlvarez & Marsal, The AI Action Plan and What It Means for U.S. Governance Going Forward (August 11, 2025)Randall H. CookThe Select Committee on the CCP, Press Release, The U.S. Must Win the AI Race—Moolenaar’s Framework Puts America First (June 27, 2025)Randall H. CookRandall H. Cook, et al., Alvarez & Marsal, U.S. Commerce Seeks Public Input on the American AI Exports Plan: What U.S. Exporters and Foreign Buyers Need to Know (October 30, 2025)Randall H. CookRandall H. Cook, et al., Alvarez & Marsal, What the U.S. AI Action Plan Means for Export Controls and U.S. National Security (September 23, 2025)Randall H. CookPresentation MaterialSegment Handout: American AI Exports Program CommentsRandall CookSegment Handout: What the 2025 us national security strategy means for transnational companies, investors, and advisors: takeaways and recommendationsRandall CookSegment Handout: What the US AI Action Plan means for Export Controls and US National SecurityRandall CookSegment PPT: Global Trade and Global AIRandall Cook, Matthew Galvin, Jigisha Patel, Opher Shweiki, Alex Trafton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458600 458600 98 G3158 0:59:28 https://www.pli.edu/programs/investing-trading-and-doing-deals-in-a-dynamic-world/458594?tCode=WTC5_RSS01 Data security Data security regulators Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded February 3, 2026 in New YorkThe U.S. Sensitive Data Rule and Data Security Program [01:01:26]This panel will explore the implications of the U.S. Sensitive Data Rule and the evolving expectations for data security programs in the context of national security and regulatory compliance. Topics will include:Overview of the U.S. Sensitive Data Rule and its impact on businesses handling sensitive data.Key compliance requirements for data governance and security under the DSP.Early indications on enforcement trends and compliance expectations.Strategies for conducting DSP risk assessments and diligence Implementing risk-appropriate compliance infosec programs aligned with DSP expectationsAddressing third party and partner risks associated with bulk data storage, processing, and transferIAPP Privacy credit for Privacy Professionals  Vince Mekles (Panel leader), Giovanna Cinelli, Adam Hickey, Katherine Padgett, Ingrid L. PriceThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vincent Mekles, Alvarez & Marsal, Bulk Sensitive Data Rule: Assessing Your ObligationsIs Step One (May 30, 2025)Vincent MeklesDavid Lim, et al., White & Case, Client Alert, DOJ Issues Final Rule Prohibiting and Restricting Transfers Bulk Sensitive Personal Data (February 27, 2025)David LimDavid Lim, et al., White & Case, Client Alert, DOJ Issues Guidance on Bulk Sensitive Data Rules (April 25, 2025)David LimRandall H. Cook, et al., Alvarez & Marsal, DOJ Bulk Sensitive Data Rule: Assessing Applicability and Impact to Your Organization (March 31, 2025)Randall H. CookUnited States Department of Justice, Press Release, Justice Department Implements Critical National Security Program to Protect American’ Sensitive Data from Foreign Adversaries (Updated April 11, 2025)Randall H. CookUnited States Department of Justice, 28 CFR Part 202, Preventing Access to U.S. Sensitive Personal Data and Government-Related Data by Countries of Concern or Covered Persons, 90 Fed. Reg. 1636, No. 5 (January 8, 2025)Randall H. CookUnited States Department of Homeland Security, Notice of Availability of Security Requirements for Restricted Transactions Under Executive Order 14117, 90 Fed. Reg. 1528, No. 5 (January 8, 2025)Randall H. CookPresentation MaterialSegment PPT: The U.S. Sensitive Data Rule and Data Security ProgramGiovanna Cinelli, Adam S. Hickey, Vince Mekles, Katherine Penberthy Padgett, Ingrid L. Price Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458594 458594 98 G3158 1:01:26 https://www.pli.edu/programs/investing-trading-and-doing-deals-in-a-dynamic-world/458597?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Data security Export controls Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded February 3, 2026 in New YorkGlobal Trade and Enforcement Trends [00:59:42]This panel will provide insights into the enforcement landscape, focusing on trends, priorities, and strategies for compliance.Key enforcement trends and priorities in export controls, investment screening, and data security.Extraterritorial application of investigation and enforcement authority by U.S. agencies to shape behavior of U.S. and non-U.S. persons and organizations.Lessons learned from recent enforcement actions and consent agreements.Best practices for engaging with regulators and managing enforcement risks.Building and operationalizing compliance programs to withstand regulatory scrutiny.The role of technology in automating compliance workflows and ensuring scalable solutionsPhil Ludvigson (Panel Leader), Matthew Axelrod, Marissa Cloutier, Alan Levesque, Evan SillsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Washington Tariff & Trade Letter, Axelrod Wars Financial Institutions: Don’t Gamble on Lax Export Enforcement (May 29, 2025)Randall H. CookConsent Agreement, United States Department of State Bureau of Political-Military Affairs, In the Matter of: The Boeing Company (February 28, 2024)Randall H. CookRick Sofield, et al., Debevoise & Plimpton, Debevoise In Depth, Economic Statecraft: How the Emerging Front in National Security Impacts Cross-Border Firms (July 22, 2025)Rick SofieldUnited States Department of Commerce, Bureau of Industry and Security, Department of Commerce Expands Entity List to Cover Affiliates of Listed Entities (September 29, 2025)Randall H. CookOrder, United States Department of State Bureau of Political-Military Affairs v. The Boeing Company (February 2024)Randall CookLetter from Jae Shin, Director, Defense Trade Controls Compliance, Bureau of Political-Military Affairs to Brett C. Gerry, Chief Legal Officer, Executive Vice President, Global Compliance, The Boeing Company (February 28, 2024)Randall H. Cook Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458597 458597 98 G3158 0:59:42 https://www.pli.edu/programs/investing-trading-and-doing-deals-in-a-dynamic-world/458582?tCode=WTC5_RSS01 Communications and telecommunications Regulation, compliance, and enforcement (Communications and telecommunications) Cybersecurity and data protection Hacking (Cybersecurity and data protection) Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded February 3, 2026 in New YorkTeam Telecom and the Legacy of Salt Typhoon [01:00:46]This panel will discuss the heightened risks and expectations for telecommunications compliance and security in the context of geopolitical tensions and, most dramatically, the Salt Typhoon hack of global telecom infrastructure, including (among others):Industry and technology convergence: satellites, underwater cable, and wirelessThe telecom policy and regulatory landscapeSalt Typhoon and the risk environmentEnforcement actions and changing compliance expectationsImplementing risk appropriate controlsEric Johnson (Panel leader); Brad Brooker, Eun Young Choi, Lisa Moore, Rick SofieldThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:United States of America National Security Agency, et al., Countering Chinese State-Sponsored Actors Compromise of Networks Worldwide to Feed Global Espionage System (September 2025)Randall H. CookUnited States Library of Congress, Salt Typhoon Hacks of Telecommunications Companies and Federal Response Implications (January 23, 2025)Randall H. CookAlvarez & Marsal, Salt Typhoon: Implications and Strategies to Address Heightened Security Risks (January 22, 2025)Randall H. Cook Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458582 458582 98 G3158 1:00:46 https://www.pli.edu/programs/drafting-and-negotiating-corporate-agreements/458810?tCode=WTC5_RSS01 Corporate contracts Corporate agreements Specialty agreements License agreements (Corporate contracts) Contract drafting and negotiation Taken from the Web Program Recorded February 2, 2026 in San FranciscoDrafting and Negotiating Licensing Agreements [01:01:37]Panelists will share best practices in drafting and negotiating licensing agreements. After completing this session, participants will be able to:Distinguish types of agreements involving licensing arrangementsDifferentiate key terms and their implicationsUnderstand sublicensing and transferability issuesRachelle SoderstromThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Introduction to Drafting and Negotiating Corporate AgreementsAlyssa A. GrikscheitKey Issues in Drafting and Negotiating Acquisition AgreementsAlyssa A. GrikscheitPresentation MaterialKey Issues in Technology Deals & IP LicensesRachelle Soderstrom Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458810 458810 98 G3127 1:01:37 https://www.pli.edu/programs/drafting-and-negotiating-corporate-agreements/458813?tCode=WTC5_RSS01 Corporate contracts Specialty agreements Employment agreements Practice skills (Employment and labor) Contract drafting and negotiation Taken from the Web Program Recorded February 2, 2026 in San FranciscoDrafting and Negotiating Employment Agreements [01:01:22]Panelists will share best practices in drafting and negotiating employment agreements. After completing this session, participants will be able to:Negotiate essential terms of all employment agreementsUnderstand how to protect confidential information and inventionsDraft severance agreements and dispute resolution proceduresSarah GhulamhussainThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Introduction to Drafting and Negotiating Corporate AgreementsAlyssa A. GrikscheitKey Issues in Drafting and Negotiating Acquisition AgreementsAlyssa A. GrikscheitPresentation MaterialEmployment Agreements in the Transaction ContextSarah Ghulamhussain Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458813 458813 98 G3127 1:01:22 https://www.pli.edu/programs/drafting-and-negotiating-corporate-agreements/458804?tCode=WTC5_RSS01 Corporate agreements Corporate ethics Ethical issues (Ethics and professional responsibility) Contract drafting and negotiation Taken from the Web Program Recorded February 2, 2026 in San FranciscoEthical Issues in Drafting Corporate Agreements [01:00:00]Panelists will analyze ethical issues in drafting corporate agreements. After completing this session, participants will be able to:Identify potential ethical pitfalls in contractsUnderstand the role of the attorney in draftingIdentify who the client is and address recurring conflicts of interestJustin FieldsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Issues in Drafting Corporate Agreements (January 8, 2025)Michael TraubePresentation MaterialETHICAL ISSUES IN DRAFTING CORPORATE AGREEMENTSJustin Fields Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458804 458804 98 G3127 1:00:42 https://www.pli.edu/programs/drafting-and-negotiating-corporate-agreements/458807?tCode=WTC5_RSS01 Corporate contracts Contractual terms (Corporate contracts) Corporate agreements Corporate litigation Contract drafting and negotiation Taken from the Web Program Recorded February 2, 2026 in San FranciscoWhen the Deal Goes Wrong: Enforcing Corporate Agreements and the Importance of Boilerplate [01:01:17]Panelists will discuss the enforcement of corporate agreements and the importance of boilerplate. After completing this session, participants will be able to:Troubleshoot when drafting so as to better position the client in the event of a disputeDecide between litigation and arbitrationIdentify choice of law and jurisdictional issuesUnderstand enforcement in foreign jurisdictionsMichael D. KiblerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kibler Fowler & Cave LLP, KF&C California Law Blog, California Supreme Court Enforces Contractual Forum Selection Clause Where the Chosen Forum Would Deprive a California Resident of the Right to a Jury Trial (August 12, 2025)Michael D. KiblerKibler Fowler & Cave LLP, KF&C California Law Blog, California Court of Appel Declines to Enforce Forum Selection Clause in Consumer Warranty (October 15, 2024)Michael D. KiblerPresentation MaterialA LOT ON YOUR (BOILER)PLATE? Anticipating Litigation When Drafting Corporate AgreementsMichael D. Kibler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458807 458807 98 G3127 1:01:17 https://www.pli.edu/programs/drafting-and-negotiating-corporate-agreements/458819?tCode=WTC5_RSS01 Corporate contracts Corporate agreements Letters of intent Contract drafting and negotiation Practice skills (Securities and other financial products) Taken from the Web Program Recorded February 2, 2026 in San FranciscoUniversal Issues and Preliminary Documents in Drafting and Negotiating Corporate Agreements [00:59:53]Introduction and Universal Issues in Drafting and Negotiating Corporate AgreementsPanelists will introduce and discuss universal issues in drafting and negotiating corporate agreements. After completing this session, participants will be able to:Recognize the range of corporate agreementsControl the drafting processUnderstand the client’s goalsIdentify special issuesLetters of Intent, Confidentiality and Standstill AgreementsPanelists will share best practices in drafting and negotiating letters of intent, confidentiality, and standstill agreements. After completing this session, participants will be able to:Decide whether to use a letter of intentDistinguish binding vs. non-binding termsIdentify confidentiality terms and exceptionsUnderstand exclusivity and standstill arrangementsRob R. Carlson, Aly LoveThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Introduction to Drafting and Negotiating Corporate AgreementsAlyssa A. GrikscheitKyle Rabe, Confidentiality Agreements, Standstill Agreements, Letters of Intent and Exclusivity Agreements (January 13, 2021)Brian YangKey Issues in Drafting and Negotiating Acquisition AgreementsAlyssa A. GrikscheitPresentation MaterialUniversal Issues and Preliminary Documents in M&AAly Love Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458819 458819 98 G3127 0:59:53 https://www.pli.edu/programs/drafting-and-negotiating-corporate-agreements/458816?tCode=WTC5_RSS01 Corporate agreements M & A agreements Practice skills (Corporate law) Contract drafting and negotiation Practice skills (Securities and other financial products) Taken from the Web Program Recorded February 2, 2026 in San FranciscoDrafting and Negotiating Corporate Acquisition Agreements [01:49:47]Panelists will share best practices in drafting and negotiating corporate acquisition agreements. After completing this session, participants will be able to:Understand the role of each section of the agreementNegotiate purchase price determinations and adjustmentsDraft allocation of liabilitiesUnderstand representations, warranties, covenants, conditions, and indemnificationDistinguish certain differences between public and private dealsRob R. Carlson, Michael S. DorfThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Introduction to Drafting and Negotiating Corporate AgreementsAlyssa A. GrikscheitKyle Rabe, Confidentiality Agreements, Standstill Agreements, Letters of Intent and Exclusivity Agreements (January 13, 2021)Brian YangKey Issues in Drafting and Negotiating Acquisition AgreementsAlyssa A. GrikscheitAlyssa A. Grikscheit and Marshall Shaffer, Acquisition Agreements (PowerPoint slides)Alyssa A. GrikscheitPresentation MaterialAcquisition AgreementsRob R. Carlson, Michael S Dorf Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458816 458816 98 G3127 1:49:47 https://www.pli.edu/programs/real-estate-tax-forum/458839?tCode=WTC5_RSS01 Real estate investment trusts Partnership tax Passthroughs (Tax) Real estate taxes Tax planning and strategy Taken from the Web Program Recorded February 2, 2026 in New YorkSophisticated Partnership Structures and Issues – Moving Property to and from Partnerships and REITs [01:01:10]This session will explore common strategies and issues encountered when moving property to and from partnerships and REITs. After completing this session, participants will be able to:Select the right Section 704(c) method for contributed propertyUse non-traded REITs in common structuresTransfer property to partnerships (joint venture and UPREIT contributions and roll-ups) without current taxEmploy strategies for avoiding dealer status by identifying prohibited transactionsAdam S. Feuerstein, Sanford C. Presant, Robert D. Schachat, Andrea Macintosh WhitewayThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Partnership Tax Planning Under the New Bonus Depreciation Regulations (October 1, 2019)Blake D. Rubin,Andrea M. Whiteway,Maximilian PakalukJoint Ventures Among Tax-Exempt Entities and Taxable Operator JV Partners (Including REITs) (Updated November 2024)Sanford C. Presant,Philip CookeFinal and Proposed Regulations Regarding Partnership Noncompensatory Options (January 2014)Blake D. Rubin,Andrea M. Whiteway,Jon G. Finkelstein,Gale E. ChanNew Taxpayer Favorable PLRs Allow Gain on Sale of Partnership Assets to Be Offsetby Disallowed Loss on Earlier Sale of Partnership Interest (April 2016)Blake D. Rubin,Andrea M. WhitewayDisguised Sale Planning (October 10, 2022)Andrea M. WhitewayIs Your Transaction a Partnership Merger or Liquidation and Why You Should Care (January 2015)Andrea M. Whiteway,Jon G. Finkelstein,Blake D. RubinPartnership Equity Extraction Techniques (September 1, 2015)Blake D. Rubin,Andrea M. Whiteway,Jon G. FinkelsteinTax Provision Issues Checklist for LLC and Partnership Agreements (February 2025) (PowerPoint slides)Sanford C. PresantExtracting Equity on a Tax-Free Basis (PowerPoint slides)Andrea M. Whiteway,Blake D. RubinPartnership Liability Allocation Planning, Including the New, Newer and Newest Regulations (February 8–9, 2021) (PowerPoint slides)Andrea M. WhitewayPresentation MaterialSophisticated Partnership Structures and Issues – Moving Property to and from Partnerships and REITsAdam Feuerstein, Sanford C. Presant, Robert D. Schachat, Andrea Macintosh Whiteway Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458839 458839 98 G3149 1:01:10 https://www.pli.edu/programs/real-estate-tax-forum/458836?tCode=WTC5_RSS01 Debt restructuring Real estate Real estate taxes Tax planning and strategy Taken from the Web Program Recorded February 2, 2026 in New YorkWorkouts and Debt Restructuring in the Real Estate Context [01:00:32]This panel will explore the real estate tax issues raised by workouts and debt restructuring. After completing this session, participants will be able to:Work with lenders on forbearance and other debt modificationsDifferentiate between cancellation of debt (COD) and Section 1001 exchange gainIdentify situations where it is possible to acquire debt at a discount without taxManage the challenges of dealing with underwater propertiesBahar A. Schippel, Jonathan Stein, Lorna S. WilsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Rev. Rul. 2016-15 Holds Real Estate Dealers Cannot Exclude Cancellation of Indebtedness Income, But Is It Correct?Blake D. Rubin,Andrea M. Whiteway“Bad Boy” Nonrecourse Carve-Outs in Real Estate Loan Cause It to Be Recourse—Or Do They? (May 2016)Blake D. Rubin,Andrea M. WhitewayIs It Cancellation of Debt (COD) Income?: New IRS Chief Counsel Advice Takes the Gas out of Great Plains Gasification (September 1, 2015)Blake D. Rubin,Andrea M. Whiteway,Jon G. FinkelsteinDebt Workouts: The Partnership and the PartnersJames B. SowellPresentation MaterialWorkouts and Debt Restructuring in the Real Estate ContextBahar A. Schippel, Jon Stein, Lorna S. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458836 458836 98 G3149 1:02:02 https://www.pli.edu/programs/real-estate-tax-forum/458833?tCode=WTC5_RSS01 Cross-border transactions Real estate transactions Tax planning and strategy Taken from the Web Program Recorded February 2, 2026 in New YorkTax Planning for Non-U.S. Real Estate Investors [01:01:58]This presentation will discuss the unique issues raised by foreign investors in U.S. real estate transactions. After completing this session, participants will be able to:Manage the issues raised by having non-U.S. investors as joint venture partnersComply with relevant withholding requirementsEmploy REITs and blocker entitiesEvaluate the merits of debt vs. equity structuresAdam S. Feuerstein, David L. Friedline, Michael HirschfeldThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Treasury Proposes Repal of Controversial Look-Through Rule for Domestically Controlled REITsNickolas Gianou,Victor Hollender,Sarah Beth RizzoPresentation MaterialNon-U.S. Investors Participating in Your Real Estate DealAdam Feuerstein, David L. Friedline, Michael Hirschfeld Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458833 458833 98 G3149 1:02:40 https://www.pli.edu/programs/real-estate-tax-forum/458830?tCode=WTC5_RSS01 Real estate investment trusts Tax Real estate taxes Tax planning and strategy Taken from the Web Program Recorded February 2, 2026 in New YorkReal Estate Investment Trusts – What’s New in the REIT World [01:01:43]This discussion will present an overview of the latest developments in the use of REITs. After completing this session, participants will be able to:Advise clients on the specific challenges REITs might face when debt markets are tightConduct transactions with REITs in a tax efficient manner, identifying issues and trapsBe prepared to satisfy the REIT distribution requirements in a variety of transactionsTake advantages of green energy incentivesSarah E. Ralph, Sarah Beth RizzoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Treasury Proposes Repal of Controversial Look-Through Rule for Domestically Controlled REITsNickolas Gianou,Victor Hollender,Sarah Beth RizzoUpREIT and DownREIT Transactions: Latest Techniques and Issues (September 1, 2017)Blake D. Rubin,Andrea M. WhitewayCan Code Sec. 704(c) Be Applied to a Capital Gain Dividend Paid by a REIT? (October 1, 2017)Blake D. Rubin,Andrea M. Whiteway,Maximilian PakalukHandling UPREIT and DownREIT Transactions: Latest Techniques and Issues (PowerPoint slides)Blake D. RubinPartnerships and Disregarded Entities in Like-Kind Exchanges (PowerPoint slides)Blake D. RubinPresentation MaterialReal Estate Investment Trusts – What’s New in the REIT WorldCristina Arumi, Sarah E. Ralph, Sarah Beth Rizzo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458830 458830 98 G3149 1:01:43 https://www.pli.edu/programs/real-estate-tax-forum/458842?tCode=WTC5_RSS01 Real estate Tax Tax planning and strategy Taken from the Web Program Recorded February 2, 2026 in New YorkKey Provisions of the One Big Beautiful Bill Act (OBBBA) Affecting Commercial Real Estate [01:36:52]This panel will provide an overview of the latest regulatory and legislative developments affecting commercial real estate. After completing this session, participants will be able to:Appreciate the new opportunities for real estate owners created by the OBBBAApply the real estate exception to business interest deductibilityIdentify the changes to cost recovery and expensing of qualified improvement property Describe the latest developments in qualified opportunity zones and carried interestsAdam S. Feuerstein, Sanford C. Presant, Robert D. Schachat, Andrea Macintosh WhitewayThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The “Qualified Business Income” Deduction and Real Estate (November 19, 2025)Adam S. Feuerstein,Sarah Ritchey HaradonPwC, Tax Insights from Real Estate, Proposed Section 897 Regulations Modify Rules for Domestically Controlled Qualified Investment Entities (October 29, 2025)Adam S. FeuersteinApplication of the New Carried Interest Provision to Real Estate Owners, Investors and Developers (October 1, 2019)Blake D. Rubin,Andrea M. Whiteway,Maximilian PakalukNew Limitation on Active Losses Under the Tax Cuts and Jobs Act (October 1, 2019)Blake D. Rubin,Andrea M. Whiteway,Maximilian PakalukQualified Opportunity Zone Funds After the OBBBA (PowerPoint slides)Sanford C. Presant,James O. LangQualified Opportunity Zones (November 2025) (PowerPoint slides)Adam S. Feuerstein,Steven M. KennedyPresentation MaterialReal Estate Tax UpdateAdam Feuerstein, Sanford C. Presant, Robert D. Schachat, Andrea Macintosh Whiteway Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458842 458842 98 G3149 1:38:52 https://www.pli.edu/programs/real-estate-tax-forum/458827?tCode=WTC5_RSS01 Real estate Real estate transactions Tax Real estate taxes Tax planning and strategy Taken from the Web Program Recorded February 2, 2026 in New YorkTransactions Involving Real Estate – Practical Solutions to Everyday Problems [01:29:55]This session will provide tips on structuring, restructuring and unwinding different types of real estate transactions in today’s challenging environment. After completing this session, participants will be able to:Structure like-kind exchanges involving partnerships where some partners want cash instead of propertyExecute reverse and related party exchanges, parking transactions and build-to-suit exchangesConduct leasing transactionsManage the tax consequences of lease terminationsConvert ordinary income into capital gainsDefer gain recognitionTake small structuring steps that can have a major impact on your client’s transactionsJill E. Darrow, Glenn Johnson, Robert D. SchachatThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Defeasing Conduit Loans: Tax Issues, Premiums, Like-Kind Exchanges and “New York Style” (May 2015)Blake D. Rubin,Andrea M. Whiteway,Jon G. FinkelsteinCapital Gains PlanningJill E. DarrowMaximizing Capital Gains in Real Estate Transactions: Case StudiesBlake D. RubinCurrent Issues in Like-Kind Exchanges (PowerPoint slides)Blake D. RubinPartnerships and Disregarded Entities in Like-Kind Exchanges (PowerPoint slides)Blake D. RubinMaximizing Capital Gains in Real Estate Transactions (PowerPoint slides)Blake D. RubinHot Topics in Like-Kind Exchange Issues (PowerPoint slides)Robert D. Schachat,Glenn M. JohnsonCapital Gains Planning (PowerPoint slides)Jill E. DarrowPresentation MaterialHot Topics in Like-Kind ExchangesRobert D. SchachatLeasing TransactionsGlenn Johnson, Robert D. SchachatCapital Gains PlanningJill E. Darrow, Glenn Johnson, Robert D. Schachat Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458827 458827 98 G3149 1:29:55 https://www.pli.edu/programs/domestic-violence/458771?tCode=WTC5_RSS01 Domestic violence Litigation Practice skills (Litigation) Expert witnesses Public interest law and pro bono Taken from the Web Program Recorded January 30, 2026 in New YorkUtilizing a Domestic Violence Expert in a Custody Case [01:00:48]This panel will explore the role of a domestic violence expert witness in custody cases, using interactive role play and guided discussion. The session will demonstrate how expert testimony can support the court’s understanding of domestic violence dynamics and their impact on parenting and child safety. After completing this session, participants will be better able to:Understand best practices and considerations for crafting a direct examination of an expertAssess strategies for effectively examining an expertAnticipate and prepare for common objections to expert testimonyIdentify considerations from the expert’s positionKara M. Bellew, Dr. B.J. Cling, Jennifer Friedman, Charlotte Rubin, Jill ZuccardyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Evidence Rules and Realities in New York Family Law and Domestic Violence Cases (November 2024)Jill M. ZuccardyPresentation MaterialFact PatternJennifer C. Friedman, Rebecca Moy Mouridy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458771 458771 98 G3109 1:00:48 https://www.pli.edu/programs/domestic-violence/458774?tCode=WTC5_RSS01 Domestic violence Litigation Practice skills (Litigation) Trial Public interest law and pro bono Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458774 458774 98 G3109 1:04:52 https://www.pli.edu/programs/domestic-violence/458768?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Domestic violence Litigation Public interest law and pro bono Taken from the Web Program Recorded January 30, 2026 in New YorkEthical Issues in Domestic Violence Cases: Best Practices for Challenging Situations [01:00:03]This panel will discuss a variety of scenarios that raise ethical issues for attorneys representing clients in custody matters involving domestic violence. After completing this session, participants will be better able to:Identify and address conflicts of interest as they ariseUnderstand ethical rules governing situations where the attorney may be a witnessConsider the ethical obligations in circumstances of client misrepresentationIdentify ethical considerations when communicating with unrepresented partiesDetermine when attorney withdrawal from a matter is permissible and what ethical considerations impact the processUnderstand ethical issues that arise when calling an expert witnessModerator: Hon. Christine PerumalSpeakers: Prof. Raymond H. Brescia, Alet Haywood, Michael ScherzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Select New York State Rules of Professional ConductAlet Haywood,Christine Perumal,Michael ScherzEthics Fundamentals: Questions and Answers About the BasicsAlet Haywood,Christine Perumal,Michael ScherzMichael J. Sullivan, Definitions of the Attorney-Client Privilege, Practising Law Institute, Attorney-Client Privilege Answer Book, Ch. 1 (Twelfth Edition) (Excerpt) (August 2025)Alet Haywood,Christine Perumal,Michael ScherzB.J. Cling and Dorchen A. Leidholdt, Interviewing and Assisting Domestic Violence Survivors, The New York State Judicial Committee on Women in the Courts, Lawyer’s Manual on Domestic Violence, Representing the Victim, 6th Edition, pp. 32-45 (2015) (see Chapter 1 for content)Alet Haywood,Christine Perumal,Michael ScherzPresentation MaterialEthical Issues in Domestic Violence Cases: Best Practices for Challenging Situations (PowerPoint Slides)Raymond H. Brescia, Alet Haywood, Hon. Christine Perumal, Michael Scherz, Rebecca Moy MouridyFact PatternRebecca Moy Mouridy, Jennifer Friedman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458768 458768 98 G3109 1:00:45 https://www.pli.edu/programs/advanced-licensing-agreements/458745?tCode=WTC5_RSS01 License agreements (Corporate contracts) Joint ventures (Corporate law) Intellectual property Intellectual property licensing Patents Taken from the Web Program Recorded January 29 - 30, 2026 in San FranciscoPatent and Technology Licensing [01:02:05]After completing this session, participants will be able to:Avoid frequently made mistakesCompare technology, IP, and blended licensesAppreciate why patent licensing is differentUnderstand grant types and degrees of exclusivityAnalyze indemnification and change of control issuesAssess negotiation strategiesUnderstand licensee and licensor perspectivesJoseph YangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Best Practices for Technology & Patent Transactions: 2026 UpdateJoseph YangPresentation MaterialSegment PPT: Patent and Technology LicensingJoseph Yang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458745 458745 98 G3157 1:02:47 https://www.pli.edu/programs/advanced-licensing-agreements/458748?tCode=WTC5_RSS01 Digital and mass media License agreements (Corporate contracts) Trademarks Intellectual property licensing License terms (Intellectual property) Taken from the Web Program Recorded January 29 - 30, 2026 in San FranciscoCopyright, Content and Trademark Licensing [01:15:01]After completing this session, participants will be able to:Understand the impact of digital distribution and media on licensing issuesStructure the acquisition of rights in content: licenses vs. assignments and works made for hireAssess the latest developments: copyright termination of transfers and licensesDifferentiate preexisting content vs. newly created contentLicense for social media and user-generated contentAnalyze key contract issues and negotiating points in content licensesDetermine quality control considerationsAssess advanced considerations in trademark and brand licensingReview sample licensing provisionsUnderstand case law updates and licensing implicationsImplement a brand licensing programLaura M. Franco, Cynthia KaoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Advanced Trademark Licensing (November 19, 2024)Laura M. FrancoMerchandise License Agreement—TemplateLaura M. FrancoPresentation MaterialSegment PPT: Copyright, Content and Trademark LicensingLaura M FrancoSegment PPT: Copyright, Content and Trademark LicensingCynthia Kao Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458748 458748 98 G3157 1:15:01 https://www.pli.edu/programs/advanced-licensing-agreements/458730?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property licensing Technology Regulation, compliance, and enforcement (Technology) Software licenses Taken from the Web Program Recorded January 29 - 30, 2026 in San FranciscoNavigating the Legal, Financial, and Technical Aspects of Software Licensing [01:00:50]After completing this session, participants will be able to:Understand source code issuesDifferentiate representations, warranties and (the dreaded) indemnificationAssess revenue sharing and auditingAnalyze software specifications: Should you care? Yes!Evaluate training and supportDetermine what lawyers should know about (so they can plan for) things that often go wrong after the deal is signedKeep the relationship on trackUnderstand regulatory ComplianceMark S. HolmesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Patent Licensing and Selling: Strategy, Negotiation, Forms (Second Edition), Ch. 16: License Negotiations, Practising Law InstituteMark S. HolmesPatent Licensing and Selling: Strategy, Negotiation, Forms (Second Edition), Ch. 17: Strategies for the New Patent Law Frontier, Practising Law InstituteMark S. HolmesPresentation MaterialSegment PPT: Navigating the Legal, Financial, and Technical Aspects of Software LicensingMark S. Holmes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458730 458730 98 G3157 1:01:32 https://www.pli.edu/programs/advanced-licensing-agreements/458742?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing Technology Cloud computing Taken from the Web Program Recorded January 29 - 30, 2026 in San FranciscoCloud Computing and Open Source Licensing: [01:29:20]Cloud ComputingAfter completing this session, participants will be able to:Understand what is cloud computingCompare SaaS, PaaS, and IaaSUnderstand cloud computing legal issuesReview special contract issues raised by cloud computing arrangementsOpen Source IssuesCompare and understand popular open source licensesUnderstand current developments in open source licensing lawAssess open source compliance strategiesIAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Peter J. Kinsella, Christian H. NadanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Closing the Loophole: Open Source Licensing & the Implied Patent License (2009)Christian H. NadanSoftware Freedom Conservancy, Inc. v. Vizio, Inc., et al., No. 8:21-cv-01943-JLS-KES (C.D. Cal. 2022)Christian H. NadanPresentation MaterialSegment PPT: Cloud Computing and Open Source LicensingPeter J. KinsellaSegment PPT: Cloud Computing and Open Source LicensingChristian H. Nadan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458742 458742 98 G3157 1:30:02 https://www.pli.edu/programs/advanced-licensing-agreements/458727?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing Technology Artificial intelligence Taken from the Web Program Recorded January 29 - 30, 2026 in San FranciscoArtificial Intelligence – IP and Licensing Issues [01:00:50]This panel will discuss AI and its impact on intellectual property rights and associated licensing issues. The panelists will discuss:Intellectual property issues in training data for AILicensing AI systemsThe interplay of AI and licensing issues for digital contentIntellectual property rights in AI generated contentUpdates on current casesIAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Marcelo Halpern, David TollenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Lisa T. Oratz and D. Sean West, Perkins Coie LLP, Copyright Office Stakes Out Position on Registration of AI-Generated Works (March 21, 2023)Marcelo HalpernJames G. Snell, et al., Perkins Coie LLP, Ten Considerations for Developing an Effective Generative AI Use Policy (June 14, 2023)Marcelo HalpernLisa T. Oratz, Perkins Coie LLP, The Latest Chapter in Copyrightability of AI-Generated Works (January 26, 2023)Marcelo HalpernLisa T. Oratz and D. Sean West, Perkins Coie LLP, Copyright Office Solidifies Stance on the Copyrightability of AI-Generated Works (March 19, 2025)Marcelo HalpernLisa T. Oratz, D. Sean West and Rhea Bhatia, Perkins Coie LLP, Copyright Office Stakes Out Position on Use of Works for AI Training (June 9, 2025)Marcelo HalpernEric B. Evans, Lisa T. Oratz and D. Sean West, Perkins Coie LLP, Court Sides with Meta on Fair Use and DMCA Questions, But Leaves Door Open for Future Challenges (July 17, 2025)Marcelo HalpernLisa T. Oratz, Perkins Coie LLP, Fair Use Defense Failed in Thomson Reuters v. Ross, Jury Still Out for Generative AI (March 27, 2025)Marcelo HalpernPresentation MaterialSegment PPT: Artificial Intelligence – IP and Licensing IssuesMarcelo Halpern Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458727 458727 98 G3157 1:01:32 https://www.pli.edu/programs/advanced-licensing-agreements/458739?tCode=WTC5_RSS01 License agreements (Corporate contracts) Joint ventures (Corporate law) Intellectual property Regulation, compliance, and enforcement (Intellectual property) License terms (Intellectual property) Taken from the Web Program Recorded January 29 - 30, 2026 in San FranciscoStrategic Alliances and Other Joint Development Agreements [01:00:25]After completing this session, participants will be able to:Understand IP creation conflicts: Default laws vs. parties’ intentionsEvaluate IP allocation: Joint ownership vs. field-based ownership vs. separate entityAssess IP enforcement: Contractual provisions; unauthorized licensees; joinder requirementsReview IP de-allocation: Facilitating or inhibiting separation; bankruptcyUnderstand the interplay with IP asset managementAppreciate "War stories" from real-life dealsJoseph YangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Allocating & Deallocating IP Rights in Joint Ventures & Strategic Alliances (2026)Joseph YangPresentation MaterialSegment PPT: Strategic Alliances and Other Joint Development AgreementsJoseph Yang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458739 458739 98 G3157 1:01:07 https://www.pli.edu/programs/advanced-licensing-agreements/458736?tCode=WTC5_RSS01 License agreements (Corporate contracts) Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Intellectual property licensing Cross-border transactions Taken from the Web Program Recorded January 29 - 30, 2026 in San FranciscoEthical Considerations in Licensing and What Happens when a Friendly Deal turns Litigious [01:00:45]After completing this session, participants will be able to:Understand the concepts of deceit and candorAppreciate the interplay of cross-border transactions and model rulesAssess ethics and communications with adverse partiesEmil AmiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Apple Corps Limited v. International Collectors Society, 15 F.Supp.2d 456 (D.N.J. 1998)Emil J. AliMicrosoft Corporation v. Alcatel Business Systems, 2007 WL 4480632 (D. Del. Dec. 18, 2007)Emil J. AliMidwest Motor Sports v. Arctic Sales, Inc., 347 F.3d 693 (8th Cir. 2003)Emil J. AliEthics Issues in IP Licensing (PowerPoint slides)Emil J. AliPresentation MaterialSegment PPT: Ethical Considerations in Licensing and What Happens when a Friendly Deal turns LitigiousEmil J. Ali Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458736 458736 98 G3157 1:01:27 https://www.pli.edu/programs/advanced-licensing-agreements/458724?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing License terms (Intellectual property) Technology Taken from the Web Program Recorded January 29 - 30, 2026 in San FranciscoAnalysis of a Technology License Agreement [01:02:00]This panel will consist of a walkthrough of key technology license provisions. After completing this session, participants will be able to:Avoid common pitfallsAddress confidentiality and trade secret issuesUnderstand exclusivityDetermine restricted fields of useUnderstand specificationsAnalyze warranties and indemnificationMark S. Holmes, Marc P. Schuyler, Hsinya ShenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Specimen Provisions from Technology and Patent License Agreements (2025)Mark S. HolmesPresentation MaterialSegment Handout: 2026 Analysis of a Technology License AgreementMark S. HolmesSegment Handout: License NegotiationsMark S. HolmesSegment Handout: Strategies for the New Patent Law FrontierMark S. Holmes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458724 458724 98 G3157 1:02:42 https://www.pli.edu/programs/advanced-licensing-agreements/458721?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing License terms (Intellectual property) Life sciences Taken from the Web Program Recorded January 29 - 30, 2026 in San FranciscoLicensing Issues in the Life Sciences Industry [01:02:50]After completing this session, participants will be able to:Research planConduct due diligenceTransition pharmaceutical products/programsAssess monetary considerations (e.g., royalties, product returns, etc.)Analyze IP rights considerations (e.g., ownership, licenses, retained rights, patent term extensions)Compare clinical stage vs. commercialized productsAddress government rights and approvals (e.g., march-in rights, clinical trials, FDA approvals)Understand deal structures and governanceDawn M. Barsy, Jake Handy, Marya PostnerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Key Considerations in License Agreements Specific to the Life Sciences IndustryMarya A. Postner,Dawn M. Barsy,Jake Handy,Colin James,Catherine SazdanoffPresentation MaterialSegment PPT: Licensing Issues in the Life Sciences IndustryMarya A. Postner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458721 458721 98 G3157 1:03:32 https://www.pli.edu/programs/advanced-licensing-agreements/458718?tCode=WTC5_RSS01 Corporate contracts License agreements (Corporate contracts) Intellectual property licensing Legal writing, drafting, and negotiation Contract drafting and negotiation Taken from the Web Program Recorded January 29 - 30, 2026 in San FranciscoNegotiation Skills and Tactics [01:00:40]After completing this session, participants will be able to:Prepare for license negotiationsUse psychological tools as part of your negotiation strategyDevelop consensus and bridge buildingDifferentiate between integrative ("win-win") and positional bargaining, and when to use eachMarcelo HalpernThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Licensing Negotiations: Skills and Tactics (2017)Marcelo HalpernPresentation MaterialSegment PPT: Negotiation Skills and TacticsMarcelo Halpern Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458718 458718 98 G3157 1:01:22 https://www.pli.edu/programs/advanced-licensing-agreements/458733?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property International IP transactions Intellectual property licensing License terms (Intellectual property) Taken from the Web Program Recorded January 29 - 30, 2026 in San FranciscoNavigating the Legal, Business and Cross-Cultural Complexities of International Licensing [01:01:05]After completing this session, participants will be able to:Understand similarities and differences between U.S., European and Asian licensingAssess common pitfalls for U.S. lawyers doing foreign dealsAnalyze local law issues Appreciate cultural issues Topics will vary by city, and may include:Understand the differences in types of IP rightsEvaluate license grant provisionsAddress foreign partnership issuesAnalyze grantback rights issuesAppreciate economic considerationsAssess governmental approvalsUnderstand registration requirementsAssess antitrust/competition law overlaysImplement dispute resolutionJoseph Yang (Panel Leader); Ako S. Shimada, Mark WebberThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:International Considerations in Licensing (January 2026)Mark WebberInternational Property Licensing and EC Law (October 2025)Jeremy SchrireInternational Licensing: Negotiating Successful License Agreements with Japanese Companies (October 30, 2025)Ako ShimadaPresentation MaterialSegment PPT: Navigating the Legal, Business and Cross-Cultural Complexities of International LicensingJoseph Yang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458733 458733 98 G3157 1:01:47 https://www.pli.edu/programs/advanced-licensing-agreements/458751?tCode=WTC5_RSS01 License agreements (Corporate contracts) Trademark litigation Patent litigation Technology litigation Trade secret dispute litigation Taken from the Web Program Recorded January 29 - 30, 2026 in San FranciscoParty Disputes: Litigation and Case Law Update for Licensing Lawyers [01:01:23]After completing this session, participants will be able to:Identify strategic drafting considerations to account for litigation risksRecognize pitfalls and examples of sloppy wordingAssess the impact of recent cases on drafting and negotiatingUnderstand arbitration and other dispute resolution considerationsUnderstand case law updatesCIP-CEU credit for Certified Information Professionals Ryan BrickerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Slip Copy, A.R. Thomson Group v. Harbor Seal Incorporated, 2020 WL 6436967 (C.D. Cal. Sept. 23,2020)Stephen J. RosenfeldA/S Apothekernes Laboratorium for Specialpraeparater v. I.M.C Chem. Group Inc. and Dr. M.B. Gillis, 873 F.2d 155 (7th Cir. 1989)Stephen J. RosenfeldIrwin Seating Company v. International Business Machines Corporation and J.D. Edwards World Solutions Company, 306 Fed.Appx. 239 (6th Cir. 2009)Stephen J. RosenfeldMilex Products, Inc., Inc. v. Alra Laboratories, Inc., 237 Ill.App.3d 177 (1992)Stephen J. RosenfeldSIGA Technologies, Inc. v. PharmAthene, Inc., 67 67 A. 3d 330 (Del. 2013)Stephen J. RosenfeldPresentation MaterialSegment PPT: Party Disputes: Litigation and Case Law Update for Licensing LawyersRyan Bricker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458751 458751 98 G3157 1:01:23 https://www.pli.edu/programs/private-fund-regulatory-developments-and-compliance-challenges/458708?tCode=WTC5_RSS01 Private equity Regulation, compliance, and enforcement (Securities and other financial products) Private equity funds Equity funds Artificial intelligence Taken from the Web Program Recorded January 29, 2026 in New YorkExam Priorities and Compliance Challenges Facing Advisers to SEC-Regulated Private Funds [01:14:31]Panelists will draw upon their combined decades of expertise in securities law, regulation, and compliance to provide multidimensional and insightful perspectives to practitioners on effective strategies and tactics to navigate the SEC’s agenda and priorities under the current administration. After completing this session, participants will be able to:Track the evolution of the SEC’s regulatory and compliance approach; whether the deregulatory approach to the private fund sector is sustainableConduct a review of select private fund rules, examination deficiencies, and enforcement actionsUnderstand national and regional examination initiatives for FY 2026Follow challenges in the implementation of new or updated SEC rules or mandatesMitigate the risk of future negative examination deficiencies, and resulting enforcement activityGauge artificial intelligence compliance risks and opportunitiesUnderstand product offerings and marketing to ‘retail’ investorsConstruct and execute robust compliance program evaluation and testing protocolsFollow best practices in navigating SEC examinationsWeigh considerations for cooperation and self-reporting in examinations; andConduct effective post-exam or post-enforcement compliance program remediationPanel Leader: Ken C. JosephPanelists: H. Gregory Baker, Malvika Gupta, Arjuman Sultana, Jeff ZiesmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Order Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 203(e) and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of Meridian Financial, LLC, Investment Advisers Act Release No. 6916, Admin. Proc. File No. 3-22525 (September 4, 2025)Sanjay WadhwaOrder Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 15(b) and 21C of the Securities Exchange Act of 1934 and Sections 203(e) and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of Empower Advisory Group LLC and Empower Financial Services, Inc., Exchange Act Release No. 103809, Investment Advisers Act Release No. 6911, Admin. Proc. File No. 3-22517 (August 29, 2025)Sanjay WadhwaOrder Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 203(E) and 203(K) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of Vanguard Advisors, Inc., Investment Advisers Act Release No. 6912, Admin. Proc. File No. 3-22518 (August 29, 2025)Sanjay WadhwaOrder Instituting Cease-and-Desist Proceedings Pursuant to Section 21C of the Securities Exchange Act of 1934, Making Findings, and Imposing a Cease-and-Desist Order, In the Matter of Sourcerock Group, LLC, Exchange Act Release No. 103629, Admin. Proc. File No. 3-22502 (August 4, 2025)Sanjay WadhwaOrder Instituting Cease-and-Desist Proceedings, Pursuant to Sections 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing a Cease-and-Desist Order, In the Matter of Munakata Associates LLC, Investment Advisers Act Release No. 6901, Admin. Proc. File No. 3-22500 (August 1, 2025)Sanjay WadhwaOrder Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 203(f) and 203(k) of the Investment Advisers Act of 1940 and Section 9(b) of the Investment Company Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter Suzanne Ballek, Investment Advisers Act Release No. 6896, Investment Company Act Release No. 35678, Admin. Proc. File No. 3-22493 (July 15, 2025)Sanjay WadhwaOrder Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 203(e) and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of American Portfolios Advisors, Inc., Investment Advisers Act Release No. 6893, Admin. Proc. File No. 3-22488 (July 11, 2025)Sanjay WadhwaCorrected Order Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Section 15(b) of the Securities Exchange Act of 1934 and Sections 203(f) and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of Colin Michael Moors, Exchange Act Release No. 103437, Investment Advisers Act Release No. 6894, Admin. Proc. File No. 3-22489 (July 11, 2025)Sanjay WadhwaCorrected Order Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Section 15(b) of the Securities Exchange Act of 1934 and Sections 203(f) and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of Gary Bruce Gordon, Exchange Act Release No. 103438, Investment Advisers Act Release No. 6895, Admin. Proc. File No. 3-22490 (July 11, 2025)Sanjay WadhwaSanjay Wadhwa, et al., Weil, Gotshal & Manges LLP, Weil Alert, Recent Letter to SEC Chairman Highlights Importance of Valuation Issues for Private Fund Advisers (July 7, 2025)Sanjay WadhwaAmended Order Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 203(e) and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease- and-Desist Order, In the Matter of Transamerica Retirement Advisors, LLC, Investment Advisers Act Release No. 6876, Admin. Proc. File No. 3-22426 (April 25, 2025)Sanjay WadhwaSanjay Wadhwa, et al., Weil, Gotshal & Manges LLP, Weil Securities Litigation Alert, What the SEC’s Revocation of Delegated Authority Means for Investigations: Key Takeaways (March 12, 2025)Sanjay WadhwaOrder Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 203(e), 203(f), and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of Momentum Advisors, LLC and Allan J. Boomer, Investment Advisers Act Release No. 6890, Admin. Proc. File No. 3-22460 (March 7, 2025)Sanjay WadhwaOrder Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 203(f) and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of Tiffany L. Hawkins, Investment Advisers Act Release No. 6891, Admin. Proc. File No. 3-22461 (March 7, 2025)Sanjay WadhwaOrder Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 203(e) and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of VCP Financial LLC, Investment Advisers Act Release No. 6819, Admin. Proc. File No. 3-22409 (January 14, 2025)Sanjay WadhwaOrder Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Section 8A of the Securities Act of 1933, Section 21C of the Securities Exchange Act of 1934, Sections 203(e), 203(f) and 203(k) of the Investment Advisers Act of 1940, and Section 9(b) of the Investment Company Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of Rimar Capital USA, Inc., Securities Act Release No. 11316, Exchange Act Release No. 101297, Investment Advisers Act Release No. 6745, Investment Company Act Release No. 35357, Admin. Proc. File No. 3-22236 (October 10, 2024)Sanjay WadhwaU.S. Securities and Exchange Commission, Fiscal Year 2025 Examination Priorities, Division of ExaminationsSanjay Wadhwa Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458708 458708 98 G3038 1:15:13 https://www.pli.edu/programs/private-fund-regulatory-developments-and-compliance-challenges/458710?tCode=WTC5_RSS01 Derivatives Regulation, compliance, and enforcement (Securities and other financial products) Equity funds Practice skills (Securities and other financial products) Registration statements (Securities filings and financial statements) Taken from the Web Program Recorded January 29, 2026 in New YorkDerivatives-Related Regulatory and Compliance Developments for Private Funds [01:23:44]Panelists will explore recent developments relevant to asset managers to private funds that trade in derivatives and other relevant asset classes. After completing this session, participants will be able to:Follow current NFA examination initiatives and rule changesAddress new CFTC and SEC rules applicable to registered CPOs and other asset managers that trade in derivatives, U.S. treasury repo and other relevant asset classes, and potential CFTC proposals relating to tokenized collateral and CPO registration requirementsRecognize emerging practices in the cryptocurrency and digital asset spaceRecall recent derivatives-related CFTC enforcement initiativesAnalyze the impact of new rules and related enforcement and examination initiatives in the US and other markets on private fund managersIAPP Privacy credit for Privacy Professionals  Panel Leader: Philip T. HinklePanelists: Patricia Cushing, Edgar Ortega Barrales, Caitlin StarbuckThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Karen L. Anderberg, et al., Dechert LLP, OnPoint, Reminder: Certain U.S. Reporting and Compliance Obligations for Investment Advisers and Private Funds (January 2025)Philip T. HinklePresentation MaterialCFTC Staff Extends Relief to Certain RIAs Operating Private Commodity PoolsPhilip T. Hinkle Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458710 458710 98 G3038 1:23:44 https://www.pli.edu/programs/private-fund-regulatory-developments-and-compliance-challenges/458706?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded January 29, 2026 in New YorkEvergreen and Emerging Areas of Concern for Private Fund Managers: Enforcement in an Era of Rapid Changes [01:00:14]Panelists will explore both the status quo and the anticipated changes in Enforcement’s focus on private funds and their managers, given their increased use of artificial intelligence (AI) and other technologies whilst attracting retail investors in a pro-business regulatory environment. After completing this session, participants will be able to:Understand what private funds and their managers should plan for and worry about from an SEC Enforcement perspective as they adopt new technologies and try to attract a new class of investorsMitigate the risk of an SEC Enforcement investigation by learning how in-house compliance and legal personnel should weigh business decisions that assume a less aggressive enforcement approachIdentify through a hypothetical case study the scope of some of the biggest issues impacting private fund advisers, including post-commitment management fees, the retailization of private funds, the marketing rule, and the impact of AIIAPP Privacy credit for Privacy Professionals  Panel Leader: Sanjay WadhwaPanelists: Andrew Dean, Annie Hancock, Corey SchusterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Order Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 203(e) and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of Meridian Financial, LLC, Investment Advisers Act Release No. 6916, Admin. Proc. File No. 3-22525 (September 4, 2025)Sanjay WadhwaOrder Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 15(b) and 21C of the Securities Exchange Act of 1934 and Sections 203(e) and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of Empower Advisory Group LLC and Empower Financial Services, Inc., Exchange Act Release No. 103809, Investment Advisers Act Release No. 6911, Admin. Proc. File No. 3-22517 (August 29, 2025)Sanjay WadhwaOrder Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 203(E) and 203(K) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of Vanguard Advisors, Inc., Investment Advisers Act Release No. 6912, Admin. Proc. File No. 3-22518 (August 29, 2025)Sanjay WadhwaOrder Instituting Cease-and-Desist Proceedings Pursuant to Section 21C of the Securities Exchange Act of 1934, Making Findings, and Imposing a Cease-and-Desist Order, In the Matter of Sourcerock Group, LLC, Exchange Act Release No. 103629, Admin. Proc. File No. 3-22502 (August 4, 2025)Sanjay WadhwaOrder Instituting Cease-and-Desist Proceedings, Pursuant to Sections 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing a Cease-and-Desist Order, In the Matter of Munakata Associates LLC, Investment Advisers Act Release No. 6901, Admin. Proc. File No. 3-22500 (August 1, 2025)Sanjay WadhwaOrder Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 203(f) and 203(k) of the Investment Advisers Act of 1940 and Section 9(b) of the Investment Company Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter Suzanne Ballek, Investment Advisers Act Release No. 6896, Investment Company Act Release No. 35678, Admin. Proc. File No. 3-22493 (July 15, 2025)Sanjay WadhwaOrder Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 203(e) and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of American Portfolios Advisors, Inc., Investment Advisers Act Release No. 6893, Admin. Proc. File No. 3-22488 (July 11, 2025)Sanjay WadhwaCorrected Order Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Section 15(b) of the Securities Exchange Act of 1934 and Sections 203(f) and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of Colin Michael Moors, Exchange Act Release No. 103437, Investment Advisers Act Release No. 6894, Admin. Proc. File No. 3-22489 (July 11, 2025)Sanjay WadhwaCorrected Order Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Section 15(b) of the Securities Exchange Act of 1934 and Sections 203(f) and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of Gary Bruce Gordon, Exchange Act Release No. 103438, Investment Advisers Act Release No. 6895, Admin. Proc. File No. 3-22490 (July 11, 2025)Sanjay WadhwaSanjay Wadhwa, et al., Weil, Gotshal & Manges LLP, Weil Alert, Recent Letter to SEC Chairman Highlights Importance of Valuation Issues for Private Fund Advisers (July 7, 2025)Sanjay WadhwaAmended Order Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 203(e) and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease- and-Desist Order, In the Matter of Transamerica Retirement Advisors, LLC, Investment Advisers Act Release No. 6876, Admin. Proc. File No. 3-22426 (April 25, 2025)Sanjay WadhwaSanjay Wadhwa, et al., Weil, Gotshal & Manges LLP, Weil Securities Litigation Alert, What the SEC’s Revocation of Delegated Authority Means for Investigations: Key Takeaways (March 12, 2025)Sanjay WadhwaOrder Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 203(e), 203(f), and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of Momentum Advisors, LLC and Allan J. Boomer, Investment Advisers Act Release No. 6890, Admin. Proc. File No. 3-22460 (March 7, 2025)Sanjay WadhwaOrder Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 203(f) and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of Tiffany L. Hawkins, Investment Advisers Act Release No. 6891, Admin. Proc. File No. 3-22461 (March 7, 2025)Sanjay WadhwaOrder Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 203(e) and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of VCP Financial LLC, Investment Advisers Act Release No. 6819, Admin. Proc. File No. 3-22409 (January 14, 2025)Sanjay WadhwaOrder Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Section 8A of the Securities Act of 1933, Section 21C of the Securities Exchange Act of 1934, Sections 203(e), 203(f) and 203(k) of the Investment Advisers Act of 1940, and Section 9(b) of the Investment Company Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of Rimar Capital USA, Inc., Securities Act Release No. 11316, Exchange Act Release No. 101297, Investment Advisers Act Release No. 6745, Investment Company Act Release No. 35357, Admin. Proc. File No. 3-22236 (October 10, 2024)Sanjay WadhwaU.S. Securities and Exchange Commission, Fiscal Year 2025 Examination Priorities, Division of ExaminationsSanjay Wadhwa Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458706 458706 98 G3038 1:00:57 https://www.pli.edu/programs/a-primer-on-liability-management-transactions-and-recent-caselaw/457108?tCode=WTC5_RSS01 Bankruptcy and restructuring Bankruptcy process Debt restructuring Corporate restructurings have made popular headlines over the year, and attorneys may have noticed an uptick in the use of liability management transactions as a means of handling the challenges of today’s dynamic economy. With the increased use of such transactions, it’s become an important strategy in one’s bankruptcy toolkit. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457108 457108 98 G5640 1:03:09 https://www.pli.edu/programs/bankruptcy-issues-in-ip-transactions/457106?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Bankruptcy proceedings (Intellectual property) Intellectual property licensing Attorneys confront intellectual property issues frequently in the context of a variety of corporate, commercial, and other business transactions. By attending this Briefing, you will acquire, update or refine an in-depth understanding of IP considerations that arise in bankruptcies. This program is essential for all IP transactional attorneys and will highlight best practices and provide guidance on identifying and avoiding common pitfalls.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457106 457106 98 G5641 1:00:57 https://www.pli.edu/programs/current-legal-risks-of-online-tracking-the-case-for-cookie-notices/457102?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Technology) In recent years, creative plaintiffs and their counsel have exploited decades-old federal and state wiretapping laws to demand significant sums from companies that do not disclose the use of cookies and other tracking devices on their website, especially when they involve third parties. While many companies disclose their tracking practices in their privacy policy, consumers do not often read these policies and are typically not required to do so as a condition of accessing the site. But if the site is tracking users or allows third parties to conduct such tracking starting on the site’s homepage, an argument can be made -- and often is -- that the privacy policy is insufficient for putting users on notice of the tracking, thus violating the wiretapping laws as an unauthorized interception of an electronic communication. The result: lawsuits and threatened lawsuits seeking significant statutory damages. The answer: posting a cookie notice on the site’s home page disclosing the site’s tracking practices. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457102 457102 98 G5635 1:00:59 https://www.pli.edu/programs/leaders-in-crisis-do-insurance-for-bankruptcy/457103?tCode=WTC5_RSS01 Bankruptcy and restructuring Insurance Insurance coverage Insurance policies Directors and officers liability insurance Leading through a crisis has never been easy. Today’s economy is not making leadership any easier. Next year will mark five consecutive years of increases to reach a record high number of bankruptcies, +24% above the pre-pandemic average. If our AI bubble bursts, that expectation could more than double. Clients facing bankruptcy need more than excellent legal and financial professional help. Many corporate leaders look to their directors and officers (D&O) liability insurance for the financial protection they need to make the tough decision and lead through crisis. While most D&O insurance policies do provide some protection and many have features that improve D&O performance in the context of bankruptcy, optimal coverage typically requires critical updates tailored to fit the specific circumstances applicable to that client.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457103 457103 98 G5649 1:01:16 https://www.pli.edu/programs/recent-developments-in-distressed-debt-restructurings-and-workouts/458421?tCode=WTC5_RSS01 Financial distress Bankruptcy and restructuring Bankruptcy process Debt restructuring Corporate bankruptcy Taken from the Web Program Recorded January 26, 2026 in New YorkLiability Management Transactions: Unpacking the Playbook [01:00:16]Participants will leave this program with a greater understanding of:  Why are LMTs more prevalent in today’s market?  LMT: Goals and Objectives  Key Documentation and Structuring Issues   Litigation Scorecard   Jennifer M. Selendy, Josh Sturm, Patrick D. Walling  The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Distressed Debt GlossaryAlice Belisle EatonPaul Weiss, Client Memorandum, Appellate Review of Uptier Transactions: Serta and Mitel Decisions Reversed on Appeal (January 10, 2025)Alice Belisle EatonDavid M. Hillman, et al., Proskauer, District Court Rejects Exclusive Backstop in Chapter 11 Plan (September 29, 2025)David M. HillmanDavid M. Hillman and Patrick D. Walling, Proskauer, The End of Non-Pro Rata Uptiers? Fifth Circuit Rules That Serta Exchange Was Not an “Open Market Purchase” (January 2,2025)David M. Hillman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458421 458421 98 G3098 1:00:16 https://www.pli.edu/programs/recent-developments-in-distressed-debt-restructurings-and-workouts/458418?tCode=WTC5_RSS01 Financial distress Bankruptcy and restructuring Bankruptcy process Debt restructuring Corporate bankruptcy Taken from the Web Program Recorded January 26, 2026 in New YorkHot Topics: Lightening Round [01:00:39]Participants will leave this program with a greater understanding of:  Who Needs Bankruptcy - Understanding the Out-of-Court Toolbox and What Factors Drive SuccessGolden Shares, Golden Directors and Board Flips – What, When, Why, HowPlan v. Sale – Which Path and Why? Cross- Border Tool Box to Navigate Around Purdue & Update on Third Party ReleasesThe Nasty-Gram – When Form Trumps SubstanceNathan A. Haynes, Sean Mitchell, Deborah NewmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Distressed Debt GlossaryAlice Belisle EatonPaul Weiss, Third Circuit Rules on Allowance of Make-Whole Fees and Post-Petition Interest in Solvent-Debtor Cases in In re The Hertz Corp. (September 26, 2024)Alice Belisle EatonCollected “Hot Topic” Bankruptcy CasesAlice Belisle Eaton,David M. HillmanFredric Sosnick, A&O Shearman, Ch. 3: Out-of-Court Restructurings, Practising Law Institute, Financially Distressed Companies Answer Book (2024 Edition) (July 2024)Alice Belisle Eaton,David M. HillmanFredric Sosnic, A&O Shearman, Ch. 14: Asset Sales, Practising Law Institute, Financially Distressed Companies Answer Book (2024 Edition) (July 2024)Alice Belisle Eaton,David M. HillmanDavid M. Hillman, et al., Proskauer, Enforceability of Golden Directors with Bankruptcy Consent Right (February 27, 2025)David M. HillmanDavid M. Hillman, et al., Proskauer, Third Circuit Follows Fifth and Ninth Circuits on Treatment of Make-Whole Claims in Bankruptcy (September 18, 2024)David M. HillmanDavid M. Hillman, et al., Proskauer, Private Credit Restructuring Trends: New Delaware Law Aids Secured Creditors in Getting Deals Done Out of Court (December 20, 2023)David M. HillmanProskauer, The “Golden Share”: All That Glitters Is Not Gold (May 18, 2020)David M. Hillman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458418 458418 98 G3098 1:00:39 https://www.pli.edu/programs/recent-developments-in-distressed-debt-restructurings-and-workouts/458433?tCode=WTC5_RSS01 Financial distress Debt restructuring Corporate bankruptcy Regulation, compliance, and enforcement (Bankruptcy and restructuring) Taken from the Web Program Recorded January 26, 2026 in New YorkMarket Update: Distressed Debt and Restructurings [01:11:28]Participants will leave this program with a greater understanding of: The state of the restructuring markets Turnaround and distressed debt opportunities Current predictions and expectations for 2025 The Growth of Private Credit Alice Belisle Eaton, David M. Hillman, Swapna Deshpande, Victoria Hotchkiss The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Distressed Debt GlossaryAlice Belisle EatonGRR, Americas Restructuring Review 2026: Investment Fund Activity in US Debt Restructurings (December 2, 2025)Lauren Bilzin,Brian Bolin,Mitchell Mengden,Alice Belisle EatonCollected “Market Update” Bankruptcy CasesAlice Belisle Eaton,David M. HillmanIntroduction to Bankruptcy, Ch. 4, Practising Law Institute, Financially Distressed Companies Answer Book (2024 Edition) (July 2024)Alice Belisle Eaton,David M. HillmanPresentation MaterialMarket UpdateSwapna Deshpande, Alice Belisle Eaton, David M. Hillman, Victoria Hotchkiss Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458433 458433 98 G3098 1:12:10 https://www.pli.edu/programs/recent-developments-in-distressed-debt-restructurings-and-workouts/458424?tCode=WTC5_RSS01 Financial distress Bankruptcy and restructuring Debt restructuring Corporate bankruptcy Debtor-in-possession financing Taken from the Web Program Recorded January 26, 2026 in New YorkDIP Financing Update and Trends [01:02:15]Participants will leave this program with a greater understanding of:  Trends and Hot Topics   Roll-ups  Intercreditor Fights (99 Cents)  Equity Linked DIPs (Enviva)  Exclusive Back-Stops   Milestones – How Fast is Fast?  Shana Elberg, Stephen L. Iacovo, Keith MartoranaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Distressed Debt GlossaryAlice Belisle EatonFredric Sosnick, A&O Shearman, Ch. 8: Financing in Chapter 11, Practising Law Institute, Financially Distressed Companies Answer Book (2024 Edition) (July 2024)Alice Belisle Eaton,David M. HillmanPrivate Credit Restructuring: Priming DIPs in Focus (March 21, 2025)Jordan Sazant,David M. HillmanPresentation MaterialDIP Financing Update and TrendsShana A. Elberg, Stephen Iacovo, Keith R. Martorana Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458424 458424 98 G3098 1:02:15 https://www.pli.edu/programs/recent-developments-in-distressed-debt-restructurings-and-workouts/458430?tCode=WTC5_RSS01 Financial distress Bankruptcy and restructuring Debt restructuring Corporate bankruptcy Corporate governance Taken from the Web Program Recorded January 26, 2026 in New YorkCorporate Governance: Addressing Creditor Pressure Distressed Situations [01:01:09]Participants will leave this program with a greater understanding of:  Best practices for advising the Board and the role of independent directors  How boards and directors manage circumstances of distress, pressure from creditors, evaluating liability management  The art of the “nastygram” letter – how to write and how to respond  When substance trumps form – LLCs v. Corporations   Jill Frizzley, Andrew M. Parlen, Alexandra Schwarzman The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Distressed Debt GlossaryAlice Belisle EatonIn re Silvergate Capital Corp., No. 24-12158 (Bankr. D. Del. 2025)Alice Belisle Eaton,David M. HillmanFredric Sosnick, A&O Shearman, Ch. 6: Corporate Governance in Chapter 11, Practising Law Institute, Financially Distressed Companies Answer Book (2024 Edition) (July 2024)Alice Belisle Eaton,David M. HillmanPresentation MaterialCorporate Governance: Addressing Creditor Pressure Distressed SituationsJill Frizzley, Andrew M. Parlen, Alexandra Schwarzman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458430 458430 98 G3098 1:01:09 https://www.pli.edu/programs/recent-developments-in-distressed-debt-restructurings-and-workouts/458427?tCode=WTC5_RSS01 Financial distress Bankruptcy and restructuring Bankruptcy process Debt restructuring Corporate bankruptcy Taken from the Web Program Recorded January 26, 2026 in New YorkEvolution of Intercreditor Considerations [01:01:22]Participants will leave this program with a greater understanding of:  The evolution of intercreditor dynamics, from classic first lien/second lien agreements, to agreements among lenders, cooperation agreements and other market trends   Company and creditor perspectives of contractual devices governing distressed negotiations.  Majority v. Minority – Are Sacred Rights Truly Sacred?   James Tecce, Eugene Park, Nelly Almeida  The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Distressed Debt GlossaryAlice Belisle EatonComplaint for Violations of the Sherman Act and New York State Law, Optimum Communications, Inc. v. Apollo Capital Management, L.P., No. 25-cv-9785 (S.D.N.Y. 2025)Alice Belisle Eaton,David M. HillmanComplaint, Deltroit Directional Opportunities Master Fund Limited, et al. v. Selecta Group B.V., et al., No. 1:25-cv-08956 (S.D.N.Y. 2025)Alice Belisle Eaton,David M. HillmanThomas S. Hemmendinger, Ch. 19: Intercreditor Agreements, Practising Law Institute, Hillman on Commercial Loan Documentation (Sixth Edition) (June 2024)Alice Belisle Eaton,David M. HillmanSample Cooperation Agreement, In re: Diamond Sports Group, Case No. 23-90116, Doc. 1342-1 (November 6, 2023)Alice Belisle Eaton,David M. HillmanPresentation MaterialEvolution of Intercreditor ConsiderationsNelly C. Almeida, Eugene Y. Park, James C. Tecce Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458427 458427 98 G3098 1:02:04 https://www.pli.edu/programs/wage--hour-litigation-and-compliance/458570?tCode=WTC5_RSS01 Practice skills (Employment and labor) Regulation, compliance, and enforcement (Employment and labor) Wage and hour Practice skills (Litigation) Taken from the Web Program Recorded January 26, 2026 in New YorkU.S. Department of Labor Wage and Hour Update – What to Expect from the Trump Administration [01:03:29]This panel will discuss the Trump Administration’s policies and priorities for the DOL’s Wage and Hour Division. It will include an invited senior level government agency representative with significant knowledge of the Wage and Hour Division’s latest policies, regulatory agenda and key litigation matters. After attending this session, participants will be able to:Learn about the changes and new priorities in policies and enforcement strategies that are being implemented by the Trump AdministrationUnderstand DOL’s key regulatory developments, and the impact of the Trump Administration on the current and future regulationsStrategize and advise clients on compliance matters based on the Administration’s policiesRecognize the voluntary compliance initiatives offered by DOL to employersSpeakers: David S. Fortney, Andrew RogersThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Labor Wage and Hour Update—What to Expect from the Trump Administration (November 21, 2025)David S. FortneyThe New Legal Landscape for DOL’s Wage and Hour Activity (November 2025)Paul DeCampPresentation MaterialU.S. Department of Labor Wage and Hour Update – What to Expect from the Trump AdministrationDavid S. Fortney, Andrew B. Rogers Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458570 458570 98 G3253 1:04:11 https://www.pli.edu/programs/wage--hour-litigation-and-compliance/458555?tCode=WTC5_RSS01 Wage and hour Ethical issues (Ethics and professional responsibility) Jury consultants Jury selection Artificial intelligence Taken from the Web Program Recorded January 26, 2026 in New YorkEthical Issues Arising in the Jury Selection Context That Impact Wage and Hour Cases [01:01:29]This panel will explore the ethical issues that may arise in the context of selecting a jury in a wage and hour case. After attending this panel, participants will be able to:Learn about ABA Formal Opinion 517 regarding discrimination in the jury selection process that impact wage and hour trialsUnderstand the proper use of client advice, jury consultants, AI software, and other tools in exercising peremptory challenges so as to avoid resulting in unlawful juror discriminationRecognize how to ethically ensure that a lawyer is complying with ABA Model Rule 8.4(g), which prohibits conduct that the lawyer knows or reasonably should know is harassment or discriminationSpeakers: Theodore K. Cheng, Paula J. Frederick, David Gevertz, Harini Srinivasan The purchase price of this Web Program segment includes the following article from the Course Handbook available online:The ABA’s Most Recent OpinionsHarini Srinivasan,Theodore K. Cheng,Paula J. Frederick,David GevertzPresentation MaterialEthical Issues Arising in the Jury Selection Context That Impact Wage and Hour CasesTheodore K. Cheng, Paula J. Frederick, David Gevertz, Harini Srinivasan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458555 458555 98 G3253 1:01:29 https://www.pli.edu/programs/wage--hour-litigation-and-compliance/458561?tCode=WTC5_RSS01 Employees Practice skills (Employment and labor) Wage and hour Employment litigation Collective actions Taken from the Web Program Recorded January 26, 2026 in New YorkWage and Hour Case Law Rapid Fire Update 2026 [01:01:53]This panel will dive into the most significant case law decisions shaping wage and hour litigation from the past year. By the end of this session, participants will be equipped to:Grasp the pivotal wage and hour issues currently under scrutiny by the district courtsAnalyze critical wage and hour issues being decided by appellate courts, and identify federal circuit splits on the standard for FLSA conditional certification and the issue of personal jurisdictionUnderstand recent Supreme Court rulings that impact wage and hour mattersStrategize effectively by reviewing case law to determine which arguments prevail when presenting and defending motionsSpeakers: George A. Hanson, Lisa “Lee” A. Schreter The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Key Wage and Hour Case Law Updates and TrendsC. Jane Chambers,Caleb Wagner,George A. Hanson,Lisa “Lee” A. SchreterPresentation MaterialWage and Hour Case Law Rapid Fire Update 2026George A. Hanson, Lisa "Lee" A. Schreter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458561 458561 98 G3253 1:01:53 https://www.pli.edu/programs/wage--hour-litigation-and-compliance/458564?tCode=WTC5_RSS01 Worker classification Exempt employees Practice skills (Employment and labor) Wage and hour Artificial intelligence Taken from the Web Program Recorded January 26, 2026 in New YorkUpdates on White Collar Exemptions, Including the Impact of Artificial Intelligence on Job Duties [01:01:25]This panel will analyze important considerations for determining if employees are properly classified as exempt under the white-collar (administrative, professional, executive, and computer) exemptions. After attending this session, participants will be able to:Gain practical tips for ensuring compliance with white-collar exemption requirements, including how to conduct audits, maintain records, and implement effective policies and proceduresExplore how advancements in artificial intelligence are influencing the classification of employees as exempt or non-exempt, particularly when jobs are automated or augmented and duties are reducedIdentify common mistakes employers make when classifying employees as exempt, industries and job positions that may be at risk, and the potential legal implications for misclassificationUnderstand how to ensure that the salary requirements are met for the white-collar exemptions, such as when deductions are allowed, whether a day rate qualifies as a salary, and whether commissions can be included in the analysisIAPP Privacy credit for Privacy Professionals  Speakers: Sarah J. Arendt, Elizabeth B. Bradley, Larry WexlerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Updates on White Collar Exemptions, Including the Impact of Artificial Intelligence on Job Duties (November 14, 2025)Sarah J. Arendt,Elizabeth B. BradleyPresentation MaterialUpdates on White Collar Exemptions, Including the Impact of Artificial Intelligence on Job DutiesSarah J. Arendt, Elizabeth B. Bradley, Larry Wexler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458564 458564 98 G3253 1:02:07 https://www.pli.edu/programs/wage--hour-litigation-and-compliance/458567?tCode=WTC5_RSS01 Exempt employees Practice skills (Employment and labor) Regulation, compliance, and enforcement (Employment and labor) Wage and hour Employment litigation Taken from the Web Program Recorded January 26, 2026 in New YorkChallenges to the Administrative State/Impact on Wage & Hour Regulations [01:00:06]Following the Supreme Court’s 2024 Loper Bright Enterprises v. Raimondo decision that limited deference given by courts to agency regulations, U.S. Department of Labor wage and hour regulations have been under increased scrutiny. This panel will review how changes in the amount of judicial deference given to the regulations is impacting litigation and compliance. From this panel, participants will:Analyze the impact of judicial challenges to new and revised U.S. DOL policies and regulationsLearn the latest judicial developments in this rapidly changing legal environment and what deference, if any, that courts are giving to wage and hour regulations under Skidmore and Auer Gain practical tips for complying with new policies and regulations that are expected under the Trump Administration, such as the overtime exemption salary thresholds for executive, administrative and professional workers, tipped worker rules, prevailing wage rules, and home healthcare worker rulesSpeakers: Paul DeCamp, Michael J. ScimoneThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The New Legal Landscape for DOL’s Wage and Hour Activity (November 2025)Paul DeCampThe Post-Administrative State (November 11, 2025)Michael J. Scimone Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458567 458567 98 G3253 1:00:48 https://www.pli.edu/programs/wage--hour-litigation-and-compliance/458558?tCode=WTC5_RSS01 Pay equity Wage and hour Overtime pay Collective actions Noncompetes Taken from the Web Program Recorded January 26, 2026 in New YorkA New Frontier for Wage Claims in 2026 [01:01:20]This panel will explore the dynamic and evolving landscape of wage and pay litigation under certain state laws. After attending this session, participants will be able to:Evaluate how time that may not be compensable under the federal Portal-to-Portal Act might need to be paid under state laws that do not require the time to be “integral and indispensable” to the principal activity to be compensableGain insight into the rise in litigation under state laws that mandate pay transparencyNavigate the implications of certain practices, such as non-compete and no poach agreements, which can lead to claims for illegal wage suppressionIdentify key areas where state wage and pay laws may offer greater benefits to workers than federal laws, and/or facilitate the pursuit of class or collective actionsSpeakers: Kathleen McLeod Caminiti, Clara ColemanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Evolving Legal Landscape: State-Based Wage and Pay Litigation and Developments in Noncompete LawKathleen McLeod Caminiti,Clara ColemanPresentation MaterialA New Frontier for Wage Claims in 2026Kathleen McLeod Caminiti, Clara Coleman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458558 458558 98 G3253 1:01:20 https://www.pli.edu/programs/taxation-of-digital-assets/459852?tCode=WTC5_RSS01 Intellectual property Tax Practice skills (Tax) Technology Digital assets Taken from the Web Program Recorded January 23, 2026 in San FranciscoTaxation of Digital Assets: Tax Implications of Tokenization [01:00:47]After completing this session, participants will be able to:Define tokenization in the context of a tax analysisLearn about tax issues inherent in business models holding tokenized assetsDiscover unexpected tax outcomes and planning opportunities around tokenized assetsUnderstand practical implications of tokenized assetsThomas Geraghty, Megan L. JonesPresentation MaterialHandout 1: Rachel T. Copenhaver, et. al., Vedder Price, The Trump Administration’s Reshaping of Digital Asset Policy (April 29, 2025)Thomas Geraghty, Megan L. JonesHandout 2: Jennifer D. King, et. al., Vedder Price, The GENIUS Act: Stablecoin Regulation Enters the Federal Framework (July 25, 2025)Thomas Geraghty, Megan L. JonesHandout 3: Tom Geraghty and Megan L. Jones, Vedder Price, IRS Guidance Allows Exchange-Traded Products to Stake Digital Assets (Dec. 3, 2025)Thomas Geraghty, Megan L. JonesHandout 4: Megan L. Jones, Vedder Price, CLARITY Bill Introduced in the House to Establish Digital Assets Regulatory Framework (June 6, 2025)Thomas Geraghty, Megan L. JonesTaxation of Digital Assets: Tax Implications of Tokenization (PowerPoint slides)Thomas Geraghty, Megan L. Jones Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459852 459852 98 G5630 1:00:47 https://www.pli.edu/programs/artificial-intelligence-law/458253?tCode=WTC5_RSS01 Intellectual property Copyright Fair use Technology Artificial intelligence Taken from the Web Program Recorded January 22 - 23, 2026 in New YorkCopyright and Artificial Intelligence: Navigating an Uncertain Environment [01:30:33]The copyright landscape for AI - for both inputs and outputs - is fast-moving and uncertain going into 2026. Thomson Reuters v. ROSS Intelligence found that using copyrighted materials to create competing AI products was not fair use, while Kadrey and Bartz courts issued nuanced and contradictory decisions that ultimately found that model training was a fair use. The Copyright Office's May 2025 pre-publication report argued that training AI is not inherently transformative and argued for novel definitions of market harm, while the broader administration’s AI Action plan and executive office for AI argued that fair use of copyrighted materials was a national priority. Meanwhile, AI systems have continued to improve, making the copyright protection in AI outputs, especially code, more crucial and difficult than ever. This session equips practitioners with essential strategies for advising clients in this evolving landscape. After completing this session, participants will have a greater understanding of:Copyright issues in AI systems and AI outputsBreaking developments in the 40+ pending AI casesEmerging best practices for dataset acquisition and documentation, model training, and AI system deploymentPractical strategies for securing ownership in AI-assisted worksChad A. Rutkowski (Panel Leader), Lauren Chamblee, Amir R. Ghavi, Van Lindberg, Regan Smith The purchase price of this Web Program segment includes the following article from the Course Handbook available online:BakerHostetler, Case Tracker: Artificial Intelligence, Copyrights and Class Actions (December 3, 2025)Chad A. RutkowskiPresentation MaterialCopyright and Artificial Intelligence: Navigating an Uncertain EnvironmentLauren Chamblee, Amir R. Ghavi, Van Lindberg, Chad Rutkowski, Regan SmithHandout- Copyright and Artificial Intelligence: Navigating an Uncertain EnvironmentModel Monster's AI GlossaryVan Lindberg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458253 458253 98 G3049 1:31:15 https://www.pli.edu/programs/artificial-intelligence-law/458256?tCode=WTC5_RSS01 Intellectual property Technology Artificial intelligence Taken from the Web Program Recorded January 22 - 23, 2026 in New YorkAI Technology: From Zero to Last Week [01:00:16]The AI landscape has fundamentally shifted over the past few years, moving from algorithmic approaches to probabilistic “generative” systems. Understanding these technical evolutions is no longer optional for lawyers—it's essential for competent representation. This foundational session provides a lawyer-friendly introduction to recent AI architectures and explains how technological advances directly impact legal analysis, from copyright fair use to liability allocation. Whether you're negotiating AI contracts or litigating prompt injection cases, this session provides the technical literacy needed to navigate 2026's AI legal challenges. The written material for this session will include a glossary for easy reference over the two days of sessions. After completing this session, participants will have a greater understanding of:The major elements of an AI model and AI systemHow models are trained, fine-tuned, and deployedHow AI system architectures impact legal riskUnderstanding the difference between “AI agents” and “Agentic AI”Van Lindberg (Panel Leader), Gideon Myles, Manoj SaxenaPresentation MaterialAI Technology: From Zero to Last WeekVan Lindberg, Gideon Myles, Manoj SaxenaHandout-AI Technology: From Zero to Last WeekModel Monster's AI GlossaryVan LindbergModel Monster, AI Technology for Lawyers: A Technical FoundationVan Lindberg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458256 458256 98 G3049 1:00:58 https://www.pli.edu/programs/artificial-intelligence-law/458237?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Intellectual property Technology litigation Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded January 22 - 23, 2026 in New YorkAI Hot Topics: Update on Regulation, Litigation, Legal Practice and More [01:30:10]Artificial intelligence is a fast-moving topic, with changes on an almost-weekly basis. This session will provide a focused update on the most significant developments in artificial intelligence regulatory developments and litigation that have emerged in the months leading up to January 2026. The session will examine key changes in the rapidly evolving AI legal environment, providing practical insights for organizations across industries implementing AI technologies. After completing this session, participants will have a greater understanding of:Arguments and decisions in newly-filed or continuing litigationAI policy statements and new or proposed regulationChanges to best practicesGlynna Christian, Van Lindberg (Panel Leaders), Daniel W. Linna Jr., Shannon Yavorsky The purchase price of this Web Program segment includes the following article from the Course Handbook available online:The White House, Winning the Race, America’s AI Action Plan (July 2025)Kate DowningAI Litigation & Regulatory Update: Key Developments for 2025 (October 28, 2025)Glynna Christian,Van LindbergPresentation MaterialAI Hot Topics: Update on Regulation, Litigation, Legal Practice and MoreGlynna Christian, Daniel W. Linna Jr., Shannon YavorskyModel Monster's AI Glossary Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458237 458237 98 G3049 1:30:52 https://www.pli.edu/programs/artificial-intelligence-law/458231?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Technology Artificial intelligence Taken from the Web Program Recorded January 22 - 23, 2026 in New YorkAI Contracting and Third-Party Risk [01:58:28]Traditional IT contracts fail to address AI's unique risks, from “model drift” to complex intellectual property questions. Market leaders are developing specialized provisions addressing training data usage, output ownership, and explainability requirements. The ACC's best practices and Bonterms' standard clauses provide starting points, but customization remains essential. This session equips practitioners with cutting-edge contract language and negotiation strategies for AI procurement. After completing this session, participants will have a greater understanding of:Critical due diligence questions for potential AI vendorsKey contractual provisions for AI service agreements, including performance metrics and liability allocationStrategies for negotiating AI-specific terms and conditionsBest practices for ongoing evaluation and monitoring of AI vendor relationshipsKate Downing (Panel Leader), Glynna Christian, Katie Keitges, Amy Lauren The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Third-Party Vendor Contracting—Due Diligence, Drafting, Negotiating, and Monitoring: Best PracticesKate DowningResponsible Artificial Intelligence Institute, AI Policy Template, Version 2.0, Build Your Foundational Organizational AI Policy (2025)Kate DowningPresentation MaterialAgentic AI - Contracting ChecklistGlynna Christian, Kate DowningModel Monster's AI GlossaryThird-Party Vendor ContractingGlynna Christian, Kate Downing, Katie Keitges, Amy Lauren Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458231 458231 98 G3049 1:59:10 https://www.pli.edu/programs/artificial-intelligence-law/458244?tCode=WTC5_RSS01 Intellectual property Product liability litigation Technology litigation Technology Artificial intelligence Taken from the Web Program Recorded January 22 - 23, 2026 in New YorkAgentic AI: Liability Frameworks for Autonomous Systems [00:58:52]Agentic AI systems are designed to make decisions with minimal human oversight, creating unprecedented liability questions. The Workday employment discrimination case establishes that AI vendors can face direct liability under agency theories, while Character.AI litigation tests product liability applications. This session explores emerging frameworks for allocating responsibility when AI systems act independently. After completing this session, participants will have a greater understanding of:The application of various vicarious liability principles to AI development and deploymentContract clauses that can be used to direct and limit liabilityStrategies for counseling clients on risk mitigation and liability exposure arising from the use of autonomous AI toolsGlynna Christian, Van Lindberg (Panel Leaders), Mark GeistfeldThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Understanding Agentic AI (April 22, 2025)Glynna Christian,Van LindbergOrder Granting Preliminary Collective Certification, Mobley v. Workday, Inc., Case No. 23-cv-00770-RFL (N.D. Cal. 2025)Glynna Christian,Van LindbergPresentation MaterialAgentic AI: Liability Frameworks for Autonomous SystemsGlynna Christian, Mark Geistfeld, Van LindbergComplaint, Garcia v. Character TechnologiesComlpaint, Raine v. OpenAI Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458244 458244 98 G3049 0:59:34 https://www.pli.edu/programs/artificial-intelligence-law/458234?tCode=WTC5_RSS01 Risk governance Intellectual property Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded January 22 - 23, 2026 in New YorkAI Governance Best Practices [01:31:18]Companies know that they need “AI governance,” but many organizations struggle with practical implementation. Board oversight has become a fiduciary duty issue as AI risks expand beyond bias to include security, compliance, and reputational threats. This session discusses how to transform theoretical frameworks into actionable governance programs that satisfy regulatory requirements and business needs. After completing this session, participants will have a greater understanding of:Current governance frameworks - what they handle, and what they do notWhat data needs to be gathered and tracked to understand liability and respond to expected regulationDuties of care relating to AI risk and trendsVan Lindberg (Panel Leader), Anna R. Gressel, Gwen Ponder, Karen E. SilvermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The CORE Framework: AI Governance Beyond the EU AI ActVan LindbergPresentation MaterialAI Governance Best PracticesAnna R. Gressel, Van Lindberg, Gwen Ponder, Karen E. SilvermanModel Monster's AI Glossary Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458234 458234 98 G3049 1:32:00 https://www.pli.edu/programs/artificial-intelligence-law/458241?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology Artificial intelligence Taken from the Web Program Recorded January 22 - 23, 2026 in New YorkAI and Privacy [01:00:51]With federal AI regulation stalled, states have emerged as privacy law innovators, with some states attempting to set de-facto national standards. Meanwhile, the EU AI Act's August 2025 GPAI obligations and applications of the GDPR create complex cross-border challenges. This session provides practical strategies for multi-jurisdictional privacy compliance. After completing this session, participants will have a greater understanding of:The “common ground” for complying with state laws affecting privacy rightsManaging privacy in AI on a global scaleMaking privacy part of overall AI governanceMonique N. Bhargava (Panel Leader), Christin McMeley, Maneesha Mithal, Shruthi ReddyPresentation MaterialAI and PrivacyMonique N. Bhargava, Christin McMeley, Maneesha Mithal, Shruthi ReddyModel Monster's AI GlossaryAll Eyes on AI: Regulatory, Litigation, and Transactional Developments, White Houses Releases AI Action PlanManeesha MithalThe Data Advisor, 2026 Year in Preview: U.S. Data, Privacy, and Cybersecurity PredictionManeesha Mithal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458241 458241 98 G3049 1:01:33 https://www.pli.edu/programs/artificial-intelligence-law/458250?tCode=WTC5_RSS01 Patents Patent claims Trade secrets Technology Artificial intelligence Taken from the Web Program Recorded January 22 - 23, 2026 in New YorkPatents and Trade Secrets: AI Innovation Protection Strategies [01:01:32]AI-related patent applications continue to rise. But core parts of AI systems remain difficult to protect under patent eligibility rules, leading to an increase in trade secret-based protection strategies. But a new case, OpenEvidence v. Pathway Medical, is testing the limits of what can be considered a trade secret while still keeping an AI system available for public use via an API. This session provides cutting-edge guidance on protecting AI innovations through both patent and trade secret law. After completing this session, participants will have a greater understanding of:How the USPTO is examining AI-related claims, with concrete examples of claimable technical improvements and practical applicationsThe strengths and limits of trade secret protection for weights, prompts, and model architecturesStrategies for choosing between patent disclosure and trade secret protection based on technology type and competitive landscapeAmir R. Ghavi (Panel Leader), Vladimir Elgort, Van Lindberg, Jennifer MaiselThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Noah Robbins and Jonathan Hummel, Ch. 5: Trade Secrets and AI, Practising Law Institute, Artificial Intelligence and Intellectual Property (October 2025)Glynna Christian,Van LindbergPresentation MaterialModel Monster's AI GlossaryVan LindbergPatents and Trade Secrets: AI Innovation Protection Strategies (2026)Vladimir Elgort, Amir R. Ghavi, Van Lindberg, Jennifer Maisel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458250 458250 98 G3049 1:02:14 https://www.pli.edu/programs/artificial-intelligence-law/458247?tCode=WTC5_RSS01 Intellectual property licensing License terms (Intellectual property) Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded January 22 - 23, 2026 in New YorkAI and Licensing/Open Source [01:02:11]Both the EU AI Act and the US government’s AI action plan praise open source AI models, without clearly defining the term. The result has been a Cambrian explosion of new licenses as major providers attempt to promulgate new licenses that contradict established open source principles. Meanwhile, the application of copyright-based licensing to key AI components like models remains legally uncertain. This session provides guidance for navigating complex AI licensing decisions, evaluating legal risk, and avoiding costly compliance failures. After completing this session, participants will have a greater understanding of:The restrictions in popular AI model licenses and their impact on commercial deploymentAttempts to define what “open source” means in the context of AI, and how that affects the regulatory burdenThe limits of copyright-based licensing for models and parametersJames Gatto (Panel Leader), Kate Downing, Marc JonesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The White House, Winning the Race, America’s AI Action Plan (July 2025)Kate DowningEuropean Commission, Annex to the Communication to the Commission, Approval of the Content of the Draft Communication from the Commission—Guidelines on the Scope of the Obligations for General-Purpose AI Models Established by Regulation (EU) 2024/1689 (AI Act) (July 18, 2025)Kate DowningOpen Source Initiative, The Open Source AI Definition Version 1.0 (July 15, 2025)Kate DowningPresentation MaterialAI and Licensing/Open SourceKate Downing, James Gatto, Marc JonesBlog Post, AI Licensing Can’t Balance “Open” With “Responsible”Kate DowningModel Monster's AI Glossary Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458247 458247 98 G3049 1:02:53 https://www.pli.edu/programs/artificial-intelligence-law/458228?tCode=WTC5_RSS01 Ethics and professional responsibility Technology Artificial intelligence Taken from the Web Program Recorded January 22 - 23, 2026 in New YorkAI and Legal Ethics [01:02:08]The ABA's landmark Formal Opinion 512 establishes comprehensive ethical obligations for AI use by lawyers, from competence requirements to fee transparency. State bars from Texas to California have added their own interpretations, creating a complex patchwork of requirements. With malpractice insurers developing AI-specific exclusions and courts sanctioning lawyers for AI hallucinations, understanding ethical obligations is critical. This session provides practical compliance strategies for integrating AI into your practice. After completing this session, participants will have a greater understanding of:Satisfying the "reasonable understanding" standard set forth in Opinion 512Complying with Model Rules and court rules for AI-generated work productFee arrangements that capture AI value while meeting Opinion 512 efficiency requirementsApril Dawson, Jennifer Finnegan, Trisha M. RichThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating the Ethical Landscape of Generative AI: Insights from ABA Formal Ethics Opinion 512, Practical Ethics, Chicago Bar Association (September/October 2024)Trisha M. RichNoland v. Land of the Free, B331918 (Cal. Ct. App. 2025)Trisha M. RichThe 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 (August 7, 2024)Jennifer FinneganPresentation MaterialAI and Legal EthicsApril Dawson, Jennifer Finnegan, Daniel W. Linna Jr., Trisha M. RichDuty of Competence & Candor ResourcesApril DawsonModel Monster's AI Glossary Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458228 458228 98 G3049 1:02:50 https://www.pli.edu/programs/advanced-data-privacy-cybersecurity-and-tcpa-class-action-litigation/458170?tCode=WTC5_RSS01 Cybersecurity and data protection Class actions Cybersecurity and data protection litigation Technology litigation Technology Taken from the Web Program Recorded January 22, 2026 in San Francisco2026 Case Law and Strategy Year in Review [01:06:22]This session will cover the major new cases and trends from the past year in the law of data privacy, cybersecurity breach and TCPA class action suits and mass arbitration claims. After completing this session with more than 200+ pages of case law analysis, participants will be able to:Manage multiple simultaneous putative class action suits and mass arbitration proceedings and what strategies to employ when confronted by bothAdopt effective strategies for both troll cases and major class action litigationEvaluate the latest data pixel, Genetic Information Act, Illinois Biometric Information Act, IoT and other state law cases and trendsUnderstand recent CCPA/CPRA litigation – lessons learned and how to win or settle these casesAssess data breach case law, circuit splits and settlement trendsEvaluate TCPA and state texting and Do Not Call cases considering the U.S. Supreme Court overturning ChevronHandle the potentially complicated interplay between simultaneous class action litigation and mass arbitration suitsKnow when to file a motion with the Judicial Panel on Multi-District LitigationUnderstand best practices and potential pitfalls in online and mobile contract formation and the challenges of effectively amending Terms of Use to enforce arbitration clausesLearn when to defend and when to settle mass arbitration claims, including wire fraud and pixel casesUnderstand common mistakes that companies should avoidIan C. BallonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Litigation Risks and Compliance Obligations Under the California Privacy Rights ActIan C. BallonDefending Data Privacy Class Action LitigationIan C. BallonDefending Cybersecurity Breach Class Action LitigationIan C. BallonPresentation Material2026 Case Law and Strategy Year in ReviewIan C. Ballon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458170 458170 98 G3185 1:07:04 https://www.pli.edu/programs/advanced-data-privacy-cybersecurity-and-tcpa-class-action-litigation/458164?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Class actions Technology litigation Technology Taken from the Web Program Recorded January 22, 2026 in San FranciscoHearing from the Judges: Practice Tips and Strategies in Litigating Data Privacy, Security Breach, and TCPA Class Action Suits [01:03:29]A panel of distinguished judges will address the manner in which they would like parties to litigate data privacy, security breach and TCPA class action suits. After completing this session, participants will be able to:Learn how technology issues should be presented to judges and juries.Understand Motions to Dismiss: getting it right (lessons from the bench)Discover class certifications dos and don’tsDiscuss case management preferences in class action and technology casesLearn about pet peeves – what lawyers should avoid doing when in courtHon. Roger T. BenitezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Litigation Risks and Compliance Obligations Under the California Privacy Rights ActIan C. BallonDefending Data Privacy Class Action LitigationIan C. BallonDefending Cybersecurity Breach Class Action LitigationIan C. Ballon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458164 458164 98 G3185 1:03:29 https://www.pli.edu/programs/advanced-data-privacy-cybersecurity-and-tcpa-class-action-litigation/458161?tCode=WTC5_RSS01 Cybersecurity and data protection Technology litigation Trade secret dispute litigation Technology Practice skills (Technology) Taken from the Web Program Recorded January 22, 2026 in San FranciscoPractical Strategies for Resolving Pixel Claims in Litigation, Arbitration, and Letter Writing Campaigns [00:58:30]After completing this session, participants will be able to:Distinguish troll cases from more substantial mass arbitration and litigation claimsLearn the state of the law and practice for pixel and other wire fraud claimsDiscover centralization issues in state and federal litigationUnderstand whether to revise or even delete arbitration clauses in light of the threat of mass arbitrations – and the strategies to employ themAssess banners and other preventive strategies and whether they in fact deter claimsRebekah S. Guyon, Robert TaulerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Defending Data Privacy Class Action LitigationIan C. BallonPresentation MaterialPractical Strategies for Resolving Pixel Claims in Litigation, Arbitration, and Letter Writing Campaigns (PowerPoint slides)Rebekah Guyon, Robert TaulerHandout: Camplisson v. Adidas America, Inc., - F. Supp. 3d -, 2025 WL 3228949 (S.D. Cal. Nov. 18, 2025)Rebekah Guyon, Robert TaulerHandout: Wright v. Truecare Prop. Holdings, LLC, No. 3:25-cv-00786-JES-BLM, 2025 WL 3248749 (S.D. Cal. Nov. 21, 2025)Rebekah Guyon, Robert TaulerHandout: Pemberton v. Restaurant Brands Int’l, Inc., No. 25-cv-03647-JSC, 2025 WL 3268404 (N.D. Cal. Nov. 24, 2025)Rebekah Guyon, Robert Tauler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458161 458161 98 G3185 0:58:30 https://www.pli.edu/programs/advanced-data-privacy-cybersecurity-and-tcpa-class-action-litigation/458173?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology litigation Technology Artificial intelligence Taken from the Web Program Recorded January 22, 2026 in San FranciscoAdvanced Data Breach and Privacy Forensic Tutorial: Understanding the Who, What, Where and Why for Attorneys [01:02:40]The technology challenges facing companies in 2026 and beyond are different and more complex than ever before. The leading example is AI. AI is an amazing technology promising new operational efficiencies for every type of business. Unfortunately, cybersecurity criminals also have access to AI, and they are using it to confound, attack, penetrate, access and extract data from both enterprises and individuals, causing even more havoc and data losses. To successfully litigate cybersecurity breach and data privacy cases, lawyers need to be conversant in the underlying technology and understand past, current and emerging threats. After completing this session, participants will be able to:“Look under the hood” at what happened in major recent data privacy and security breach casesProvide essential guidance on what lawyers need to look for and understand from technologists and expert witnesses to litigate data privacy and security cases successfullyLeonard T. NuaraThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Leonard T. Nuara and Richard A. Guida, Third-Party Risk ManagementLeonard T. NuaraLeonard T. Nuara and Richard A. Guida, Identity and Access ManagementLeonard T. NuaraLeonard T. Nuara and Richard A. Guida, Information Security Risk ManagementLeonard T. NuaraLeonard T. Nuara and Richard A. Guida, User AuthenticationLeonard T. NuaraLeonard T. Nuara and Richard A. Guida, Glossary of TermsLeonard T. NuaraPresentation Material2026 Advanced Data Breach and Privacy - Forensic TutorialLeonard T. Nuara Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458173 458173 98 G3185 1:03:22 https://www.pli.edu/programs/advanced-data-privacy-cybersecurity-and-tcpa-class-action-litigation/458158?tCode=WTC5_RSS01 Cybersecurity and data protection Trademark litigation Cybersecurity and data protection litigation Technology litigation Technology Taken from the Web Program Recorded January 22, 2026 in San FranciscoIn-House Counsel Panel: Strategies for Defending a Company and Partnering with Outside Counsel [01:02:52]After completing this session, participants will be able to:Learn strategies for balancing business and litigation needsUnderstand how to manage data privacy and cybersecurity class action suits from an in-house perspectiveHear practice tips for outside counselReview litigation avoidance strategiesAssess how to handle both troll and major litigation or mass arbitration claimsImplement practical strategies to deter, resolve or settle litigation and arbitration claimsIan C. Ballon, Douglas B. Smith, Ann StaggsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Litigation Risks and Compliance Obligations Under the California Privacy Rights ActIan C. BallonDefending Data Privacy Class Action LitigationIan C. BallonDefending Cybersecurity Breach Class Action LitigationIan C. Ballon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458158 458158 98 G3185 1:02:52 https://www.pli.edu/programs/advanced-data-privacy-cybersecurity-and-tcpa-class-action-litigation/458167?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Class actions Technology litigation Technology Taken from the Web Program Recorded January 22, 2026 in San FranciscoHot Issues for 2026 in Class Certification, Decertification and Administration [01:03:07]This segment will discuss the latest issues in class certification in data privacy, cybersecurity and TCPA class action suits. After completing this session, participants will be able to:Explain standing challenges in removed class actions and certification and decertification issuesNavigate procedural hurdles in putative class action litigationReview settlement classes and trendsUnderstand how to value putative privacy, security breach, and TCPA class action suitsLaurel Beeler, Moderator; Scott A. Kamber, Travis LeBlancThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Issues in Class Certification, Decertification, and Administration (November 28, 2025)Laurel BeelerOrder Dismissing Case in Part and Otherwise Denying Motion for Class Certification, Lineberry v. Adshoppers, Inc., No. 23-cv-01996-VC, 2025 WL 1533136 (N.D. Cal. May 29, 2025)Travis LeBlancOrder Granting Class Certification, Torres v. Prudential Financial, Inc., No. 22-cv-7465-CRB, 2024 WL 4894289 (N.D. Cal. Nov. 26, 2024)Travis LeBlancOrder Granting Motion for Summary Judgment, Torres v. Prudential Financial, Inc., No. 22-cv-07465 (CRB), 2025 WL 1135088 (N.D. Cal. Apr. 17, 2025)Travis LeBlancMemorandum Opinion and Order, Howe v. Speedway, LLC, No. 1:19-CV-01374, 2024 U.S. Dist. LEXIS 176263 (N.D. Ill. Sept. 29, 2024)Travis LeBlancOrder Granting Eating Recovery Center’s Motion for Summary Judgment on Doe’s CIPA Claim, Jane Doe v. Eating Recovery Center LLC, No. 23-cv-05561-VC (N.D. Cal. 2025)Travis LeBlancDavis v. Capital One N.A., No. 24-1507 (4th Cir. 2025)Travis LeBlancDavid O. Fisher, American Antitrust Institute, Class Action Issues Update Fall 2025 (October 30, 2025)Travis LeBlanc Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458167 458167 98 G3185 1:03:07 https://www.pli.edu/programs/ethical-dilemmas-of-the-paralegal/459671?tCode=WTC5_RSS01 Taken from the Web Program Recorded January 21, 2026 in New YorkThe Ethical Dilemmas of the Paralegal [01:06:34]Presentation MaterialThe Ethical Dilemmas of the ParalegalCarlos Cepeda-Ojo, MBA Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459671 459671 98 G5607 1:06:34 https://www.pli.edu/programs/fundamentals-of-broker-dealer-regulation/458114?tCode=WTC5_RSS01 Financial services Securities litigation Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded January 21, 2026 in New YorkBroker-Dealer Regulation Under the Securities Exchange Act of 1934 [01:03:09]The Securities Exchange Act of 1934 imposes a comprehensive regulation on broker-dealers. After completing this session, participants will be able to:Understand the core concepts under the 1934 Act Applicable to Broker-DealersExplain the Net Capital and Customer Protection RulesRecite current SEC initiativesW. Hardy Callcott, Brijesh P. Dave, Mark QuinnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Fiscal Year 2026 Congressional Budget Justification Annual Performance Plan; Fiscal Year 2024 Annual Performance Report (May 30, 2025)Clifford E. KirschPresentation MaterialBroker-Dealer Regulation Under the Securities Exchange Act of 1934W. Hardy Callcott, Brijesh P. Dave, Mark Quinn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458114 458114 98 G3001 1:03:09 https://www.pli.edu/programs/fundamentals-of-broker-dealer-regulation/458105?tCode=WTC5_RSS01 Financial services Regulation, compliance, and enforcement (Banking and finance) Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded January 21, 2026 in New YorkBroker-Dealer Regulation Hot Topics [01:15:28]Legal and compliance professionals at broker-dealers are dealing with a host of dynamic and transformative issues including AI and Alts for their retail customers. At the same time, legal and compliance professionals. After completing this session, participants will be able to:Discuss the issues regarding making Alts available to retail investorsThe SEC’s rules applicable to AI useRecognize SEC and FINRA 2026 Exam prioritiesLearn from recent enforcement casesRenee Barnett, Meredith Cordisco, Gina Petrocelli, Mark QuinnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:17 CFR 240.17a-3, Preservation of Records and Reports of Certain Stabilizing Activities: Records to Be Made by Certain Exchange Members, Brokers and Dealers (September 29, 2025)Andrew T. Mount17 CFR 240.17a-4, Preservation of Records and Reports of Certain Stabilizing Activities: Records to be Preserved by Certain Exchange Members, Brokers and Dealers (September 29, 2025)Andrew T. Mount17 CFR 275.204-2, Books and Records to be Maintained by Investment Advisers (September 29, 2025)Andrew T. MountFINRA, Regulatory Notice 24-09, Artificial Intelligence and Large Language Models, FINRA Reminds Members of Regulatory Obligations When Using Generative Artificial Intelligence and Large Language Models (June 27, 2024)Andrew T. MountFINRA, Artificial Intelligence (AI) in the Securities Industry, A Report from the Financial Industry Regulatory Authority (June 2020)Andrew T. MountFINRA, Rule 2210 Frequently Asked Questions About Advertising Regulation (May 10, 2024)Andrew T. MountDonald J. Trump, The White House, Executive Orders, Democratizing Access to Alternative Assets for 401(K) Investors (August 7, 2025)Andrew T. MountFINRA, Regulatory Notice 10-22, Regulation D Offerings, Obligation of Broker-Dealers to Conduct Reasonable Investigations in Regulation D Offerings (April 2010)Andrew T. MountFINRA, Regulatory Notice 20-21, Communications with the Public, FINRA Provides Guidance on Retail Communications Concerning Private Placement Offerings (July 1, 2020)Andrew T. MountFINRA, Regulatory Notice 22-08, Complex Products and Options, FINRA Reminds Members of Their Sales Practice Obligations for Complex Products and Options and Solicits Comment on Effective Practices and Rule Enhancements (March 8, 2022)Meredith Cordisco,Mark QuinnFINRA, Regulatory Notice 23-08, Private Placements, FINRA Reminds Members of Their Obligations When Selling Private Placements (May 9, 2023)Andrew T. MountFINRA, Regulatory Notice 25-06, Supporting Capital Formation, FINRA Requests Comments on Modernizing FINRA Rules, Guidance and Processes to Facilitate Capital Formation (March 20, 2025)Andrew T. MountU.S. Securities and Exchange Commission, Office of Compliance Inspections and Examinations, National Exam Program Risk Alert, Vol. IV, Issue 1, Investment Adviser Due Diligence Processes for Selecting Alternative Investments and Their Respective Managers (January 28, 2014)Andrew T. MountResponse of the Office of Small Business Policy, Division of Corporation Finance, U.S. Securities and Exchange Commission to the No Action Letter from Latham & Watkins LLP, Re: Request for Rule 506(c) Interpretative Guidance (Incoming Letter Dated March 6, 2025) (March 12, 2025)Andrew T. MountFINRA, 2025 FINRA Annual Regulatory Oversight Report (January 2025)Andrew T. MountU.S. Securities and Exchange Commission, Fiscal Year 2025 Examination Priorities Divisions of ExaminationsAndrew T. MountU.S. Securities and Exchange Commission, Fiscal Year 2026 Examination Priorities, Division of ExaminationsAndrew T. MountFINRA, Broker-Dealer Registration WebpageMeredith Cordisco,Mark Quinn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458105 458105 98 G3001 1:15:28 https://www.pli.edu/programs/fundamentals-of-broker-dealer-regulation/458120?tCode=WTC5_RSS01 Financial services Regulation, compliance, and enforcement (Banking and finance) Securities litigation Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded January 21, 2026 in New YorkAn Overview of Broker-Dealer Regulation [01:04:15]Broker-dealers are subject to comprehensive regulations under the Securities Exchange Act of 1934, state securities laws, and FINRA. Practitioners are often called upon to navigate multiple regimes and regulators when facing an issue. After completing this session, participants will be able to:Identify who is a broker-dealerLearn how the SEC administers the Securities Exchange Act of 1934Explain the interplay between the SEC, the SROs and the statesDiscuss the different types of broker dealersRosalynn Hsu Cormier, Marlon Paz The purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Guide to Broker-Dealer Registration (December 12, 2016)Clifford E. KirschDiana Knyazeva and Daniel Bresler, Broker-Dealer Activity in the United States (June 2025)Clifford E. KirschPresentation MaterialAn Overview of Broker-Dealer RegulationRosalynn Hsu Cormier, Marlon Paz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458120 458120 98 G3001 1:04:15 https://www.pli.edu/programs/fundamentals-of-broker-dealer-regulation/458111?tCode=WTC5_RSS01 Financial services Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded January 21, 2026 in New YorkState Regulation of Broker-Dealers [01:00:18]State securities regulators play a critical role with respect to the regulation of broker-dealers. Broker-dealer practitioners are also called upon to navigate when and how state regulation comes into play. After completing this session, participants will be able to:Better explain registration requirementsRecognize exam and enforcement authorityDiscuss NASAA’s 2025 agenda for state broker-dealersPatrick Costello, Ronak V. Patel, Dylan White The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Recent Developments in State Securities Regulation Pertaining to Broker-Dealers and Broker-Dealer Agents; North American Securities Administrators Association (NASAA) Enforcement Report and Top Threats 2025 Edition (November 19, 2025)Dylan WhitePresentation MaterialState Regulation of Broker-DealersPatrick M. Costello, Ronak V Patel, Dylan White Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458111 458111 98 G3001 1:01:00 https://www.pli.edu/programs/fundamentals-of-broker-dealer-regulation/458117?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Banking and finance) Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded January 21, 2026 in New YorkBroker-Dealer Registration & FINRA Membership [01:00:36]Broker-Dealers are required to register under the Securities Exchange Act of 1934 and the states. In addition, they are required to become a FINRA member and maintain that registration. After completing this session, participants will be able to:Explain how to register with the SECDiscuss the Form BDNavigate the FINRA membership processAndrew T. Mount, Jante Turner, Zachary J. ZweihornThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:FINRA, Regulatory Notice 20-15, Membership Application Program, FINRA Amends Rules Governing Its Membership Application Program to Incentivize Payment of Arbitration Awards (May 21, 2020)Andrew T. MountFINRA, Regulatory Notice 21-09, Protecting Investors from Misconduct, FINRA Adopts Rules to Address Brokers with a Significant History of Misconduct (March 10, 2021)Andrew T. MountFINRA, 1011. Definitions (September 1, 2021)Andrew T. MountFINRA, 1012. General Provisions (August 22, 2022)Andrew T. MountFINRA, 1013. New Member Application and Interview (September 14, 2020)Andrew T. MountFINRA, 1017. Application for Approval of Change in Ownership, Control, or Business Operations (September 1, 2021)Andrew T. MountFINRA, IM-1011-1. Safe Harbor for Business Expansions (July 6, 2021)Andrew T. MountFINRA, Membership Application Program Group (MAP) Frequently Asked Questions (November 12, 2025)Andrew T. MountNASD Notice to Members 00-73, Membership Rules, SEC Approves Amendments to NASD Membership Rules (October 2000)Andrew T. MountPresentation MaterialBroker-Dealer Registration & FINRA MembershipAndrew T. Mount, Jante Turner, Zachary J. Zweihorn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458117 458117 98 G3001 1:00:36 https://www.pli.edu/programs/fundamentals-of-broker-dealer-regulation/458108?tCode=WTC5_RSS01 Financial services Regulation, compliance, and enforcement (Banking and finance) Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded January 21, 2026 in New YorkFINRA Regulation of Broker-Dealers [01:00:38]In addition to the SEC and the states, FINRA performs wide-reaching functions with respect to broker-dealer regulation. After completing this session, participants will be able to:Understand FINRA’s membership processComprehend the structure of the FINRA RulebookDiscuss FINRA’s 2023 exam and enforcement programMeredith CordiscoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:FINRA, A Report from the Financial Industry Regulatory Authority, 2025 FINRA Industry Snapshot (September 2025)Clifford E. Kirsch Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458108 458108 98 G3001 1:00:38 https://www.pli.edu/programs/ethics-for-government-lawyers/458138?tCode=WTC5_RSS01 Ethics and professional responsibility Conflicts of interest Professional conduct Government lawyers Public interest law and pro bono Taken from the Web Program Recorded January 21, 2026 in New YorkEthics for Government Lawyers [02:01:04]This presentation will address the application of professional conduct rules to government lawyers. After completing this session participants will be able to:Identify key professional conduct rulesEvaluate attorney conduct by applying professional conduct rules and other ethical guidanceAnalyze issues concerning conflicts of interest, client confidences, misconduct, supervisory responsibilities, remote work issues, use of AI, and moreUnderstand best practices for government lawyersBerit Berger, Karen Griffin, Sabrina Hassan, Douglas S. ZolkindThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Generative Artificial Intelligence (GAI) and Attorney Conduct (October 2025)Sabrina Hassan,Berit Berger,Karen Griffin,David SarrattThe Association of the Bar of the City of New York Committee on Professional Ethics, Formal Opinion 2004-3: Government Lawyer Conflicts: Representing a Government Agency and Its Constituents (March 2, 2004)Sabrina Hassan,Berit Berger,Karen Griffin,David SarrattThe Association of the Bar of the City of New York Committee on Professional Ethics, Formal Opinion 2025-1: The Ethical Responsibilities of Lawyers Who Advise, Represent, or Act on Behalf of Government Officers and Agencies (April 4, 2025)Sabrina Hassan,Berit Berger,Karen Griffin,David SarrattPresentation MaterialEthics for Government Lawyers 2026Berit Berger, Karen Griffin, Sabrina Hassan, Douglas S. Zolkind Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458138 458138 98 G3116 2:01:46 https://www.pli.edu/programs/executive-order-on-ai-federal-preemption-or-federal-pressure/460921?tCode=WTC5_RSS01 Cybersecurity and data protection Technology litigation Trade secret dispute litigation Technology Artificial intelligence Taken from the Web Program Recorded January 20, 2026 in San FranciscoExecutive Order on AI: Federal Preemption or Federal Pressure? [01:04:50]After completing this session, participants will be able to:Understand the nature of federal preemptionLearn about the status of corporate compliance programsDiscover expectations for the AI Litigation Task ForceUnderstand the potential of state AI laws with a focus on CaliforniaEvelyn Hudson, Ryan M. LapinePresentation MaterialHandout: Michelle Kallen, et. al., Steptoe LLP, Executive Order on AI: Federal Preemption or Federal Pressure? (Dec. 12, 2025)Evelyn Hudson, Ryan M. LapineHandout: Ensuring a National Policy Framework for Artificial Intelligence, Exec. Order No. 14365, 90 FR 58499 (Dec. 11, 2025)Evelyn Hudson, Ryan M. LapineExecutive Order on AI: Federal Preemption or Federal Pressure? (PowerPoint slides)Evelyn Hudson, Ryan M. Lapine Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460921 460921 98 G5659 1:04:50 https://www.pli.edu/programs/securities-law-and-practice/457939?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Registration statements (Securities filings and financial statements) Taken from the Web Program Recorded January 16, 2026 in New YorkPractice Skills: A Deeper Dive on Exams and Enforcement (Hypo) [01:01:30]By working through an animated hypothetical scenario, participants will develop a clearer understanding of the following key areas:How to respond to an SEC Exam InquiryThe process of making referrals to SEC EnforcementThe steps involved in the Wells ProcessSpeakers: H. Gregory Baker, Marietou Diouf, Alison Levine  The purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, SEC—Mission (August 29, 2023)Clifford E. KirschU.S. Securities and Exchange Commission, The Laws That Govern the Securities Industry (October 1, 2013)Clifford E. KirschU.S. Securities and Exchange Commission, SEC—What We Do (June 10, 2013)Clifford E. KirschU.S. Securities and Exchange Commission, Researching the Federal Securities Laws Through the SEC Website (December 4, 2012)Clifford E. Kirsch Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457939 457939 98 G3233 1:01:30 https://www.pli.edu/programs/securities-law-and-practice/457942?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Registration statements (Securities filings and financial statements) Taken from the Web Program Recorded January 16, 2026 in New YorkSEC Practice: How SEC Practitioners Interact with the SEC [01:17:39]This panel will focus on the hands-on experience of SEC practitioners as they engage with the SEC and its staff in real-world scenarios. Participants will explore the practical steps involved in advancing a registration statement with the SEC’s Division of Corporation Finance and learn how to effectively contribute comments during the SEC rulemaking process. Using two interactive practice skills sessions, participants will: Advance a registration statement at the SEC’s Division of Corporation Finance [45 minutes]Provide comments as part of an SEC rulemaking [30 minutes] Speakers: Jennifer Porter, Julie F. RizzoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, SEC—Mission (August 29, 2023)Clifford E. KirschU.S. Securities and Exchange Commission, The Laws That Govern the Securities Industry (October 1, 2013)Clifford E. KirschU.S. Securities and Exchange Commission, SEC—What We Do (June 10, 2013)Clifford E. KirschU.S. Securities and Exchange Commission, Researching the Federal Securities Laws Through the SEC Website (December 4, 2012)Clifford E. KirschPresentation MaterialSEC Practice: How SEC Practitioners Interact with the SECJennifer Porter, Julie F. Rizzo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457942 457942 98 G3233 1:17:39 https://www.pli.edu/programs/securities-law-and-practice/457945?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Registration statements (Securities filings and financial statements) Taken from the Web Program Recorded January 16, 2026 in New YorkInside the SEC – How the SEC Works [01:02:11]During this session, participants will explore how the SEC is structured and operates. By the end, they will gain a clearer understanding of how to:Identify the distinct responsibilities of the SEC Chair, Commissioners, and staffUnderstand the specific functions of the SEC’s various operating divisionsRecognize the differences between the work performed at the SEC’s regional offices and its headquartersEvaluate how the SEC collaborates with other regulatory agenciesExplain the role of congressional oversight of the SECDescribe the different methods the SEC uses to communicateSpeakers: Jennifer Porter, Tejal ShahThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, SEC—Mission (August 29, 2023)Clifford E. KirschU.S. Securities and Exchange Commission, The Laws That Govern the Securities Industry (October 1, 2013)Clifford E. KirschU.S. Securities and Exchange Commission, SEC—What We Do (June 10, 2013)Clifford E. KirschU.S. Securities and Exchange Commission, Researching the Federal Securities Laws Through the SEC Website (December 4, 2012)Clifford E. KirschPresentation MaterialInside the SEC – How the SEC WorksJennifer Porter, Tejal Shah Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457945 457945 98 G3233 1:02:11 https://www.pli.edu/programs/california-employee-mobility-law-update-what-employers-need-to-know-in-2026/460218?tCode=WTC5_RSS01 Taken from the Web Program Recorded January 15, 2026 in San FranciscoCalifornia Employee Mobility Law Update: What Employers Need to Know in 2026 [01:02:26]After completing this session, participants will be able to:Understand best practices when hiring new employeesAvoid common hiring pitfallsImplement effective strategies and minimize risk in today’s evolving legal landscapeJessica Mendelson, Sarah L. Reeves, Daniel Joshua SalinasPresentation MaterialCalifornia's AB 692 Introduces Restrictions on Employment Contract Repayment TermsJessica Mendelson, Sarah L. Reeves, D. Joshua SalinasDevelopments In Employee Mobility: California's SB 699, New York's 203-f and FTC/DOL CollaborationJessica Mendelson, Sarah L. Reeves, D. Joshua Salinas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460218 460218 98 G5660 1:02:26 https://www.pli.edu/programs/the-ai-work-that-defined-2025-for-product-and-privacy-lawyers-and-whats-coming-in-2026/460215?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded January 15, 2026 in San FranciscoThe AI Work That Defined 2025 for Product and Privacy Lawyers and What’s Coming in 2026 [01:04:13]What participants will learn:Practical tips for addressing five AI issues driving the day-to-day AI work of many product and privacy lawyers and the businesses they support right now:AI terms in commercial contractsUser interface design for AI products and featuresCompany AI governance, version 1.0AI guardrails for HR teams Protecting attorney-client privilege when using AI toolsNew issues atop the panel’s to-do lists for 2026Adam Connolly, Kristin Marshall, Alex MurchisonPresentation MaterialThe AI Work that Defined 2025 for Product and Privacy Lawyers and What’s Coming in 2026Adam Connolly, Kristin Marshall, Alex Murchison Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 460215 460215 98 G5674 1:04:13 https://www.pli.edu/programs/the-third-stage-of-your-legal-career/459179?tCode=WTC5_RSS01 Professional development Law practice management Leadership skills (Career development) Attorney wellness Taken from the Web Program Recorded January 15, 2026 in New YorkThe Third Stage of Your Legal Career [01:00:43]After completing this program, viewers should be prepared to: Define what the “Third Stage” of a legal career is and develop a path toward itApply legal matter and firm management skills to demonstrate expertise and leadershipDevelop and maintain a professional networkProtect financial, health and wellnessEstablish career purpose and legacy, pick up the mantle, but also plan for successionP. Douglas Barr, Pattie Dale Tye Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459179 459179 98 G5657 1:00:43 https://www.pli.edu/programs/writing-an-effective-legal-brief/458715?tCode=WTC5_RSS01 Practice skills (Litigation) Legal writing, drafting, and negotiation Taken from the Web Program Recorded January 15, 2026 in New YorkWriting an Effective Legal Brief [01:05:27]After completing this program, viewers should be prepared to: Skip the legalisms. Minimize if not ban Latin phrases and don't use words such as "aforesaid", "hereto", "hereof" and hereinbefore"Write in a conversational but not casual tone.Write in an active voice.Write like a judge. Don't get strident or aggressive. Make it easy for the court to use your brief as a template for the order or opinion. Keep the language clean and straightforward. Minimize use of unnecessary adjectives and adverbs.Avoid using artificial emphasis. You shouldn't need underlining, bold face or exclamation marks to indicate the importance of a point. The paragraph and sentence structures should make your point, not contrivances.Review drafts out loud. If the brief is awkward or uncomfortable to read out loud, it lacks the right tempo or rhythm. Minimize footnotes, especially ones that qualify points in the main body of the brief. Tell a story so that the reader comes to the conclusion you want. Compare drafts with good expository, non-legal writing and try to figure out why they read well. Avoid being a prisoner of style guides or writing manuals. Scrupulously characterize evidence and case law. Christopher K. Hu, Christina Manfredi McKinleyPresentation MaterialHow to Write an Effective Legal BriefChristopher K. Hu, Christina Manfredi McKinley Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458715 458715 98 G5669 1:05:27 https://www.pli.edu/programs/intellectual-property-rights-enforcement/457898?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Intellectual property Trademark litigation Regulation, compliance, and enforcement (Intellectual property) Technology litigation Taken from the Web Program Recorded January 14, 2026 in New YorkManaging Risks Associated with Cyber and Data Privacy Breaches [01:00:14]Cyber and privacy breaches are only increasing in the age of AI. What does IP counsel need to know?Threat landscape overview and the impact of AIOverview of relevant regulations and liability triggersRecent litigation by government regulatorsThe class action landscapeLitigation between corporate victims and information security providersPreventive measures and toolkits to minimize risks  IAPP Privacy credit for Privacy Professionals Keara M. Gordon, Erez LiebermannThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Avi Gesser, et al., Debevoise & Plimpton, Data Blog, Cyber Whistleblower Leads to DOJ Civil Settlement (November 4, 2024)Erez LiebermannErez Liebermann, et al., Debevoise & Plimpton, Data Blog, FTC’s Consent Order Against Marriott: Expectations for Reasonable Security (January 30, 2025)Erez LiebermannLuke Dembosky, et al., Debevoise & Plimpton, Data Blog, Protecting Privilege in Incident Response: Litigation Lessons (September 15, 2025)Erez LiebermannErez Liebermann, et al., Debevoise & Plimpton, Debevoise In Depth, SEC Charges Four Companies for Misleading Cyber Disclosures (October 28, 2024)Erez LiebermannCarol A. F. Umhoefer, DLA Piper, Data Privacy Basics—International compliance (March 15, 2025)Keara M. GordonJohn Magee, et al., DLA Piper, Privacy Matters, DLA Piper’s Global Privacy and Data Protection Resource, EU-U.S. Data Privacy Framework Survives First Challenge (September 4, 2025)Keara M. GordonAndrew Serwin, et al., DLA Piper, FTC’s “Click-to-Cancel” Rule Voided (July 16, 2025)Keara M. GordonKate Lucente and Lea Lurquin, DLA Piper, Privacy Matters, DLA Piper’s Global Privacy and Data Protection Resource, FTC Reiterates That Hashed and Pseudonymized Data Is Still Identifiable Data (July 26, 2024)Keara M. GordonRoss McKean and Henry Pelling, DLA Piper, Privacy Matters, DLA Piper’s Global Privacy and Data Protection Resource, Key Insights from the CrowdStrike 2025 Threat Hunting Report (August 11, 2025)Keara M. GordonJohn Gilluly III, et al., DLA Piper, Insights, Settlement Reached in Meta Investors Suit Over Privacy Violations: Key Takeaways (August 8, 2025)Keara M. GordonJohn Gevertz, James Duchesne and Kieran de Terra, DLA Piper, Privacy Matters, DLA Piper’s Global Privacy and Data Protection Resource, US: CFPB Finalizes Open Banking Rule Under Section 1033: Key Takeaways for Accessing Consumer Financial Data (November 1, 2024)Keara M. GordonMorven Henderson, Hayley Curry and Rachel de Souza¸ DLA Piper, Privacy Matters, DLA Piper’s Global Privacy and Data Protection Resource, US: Department of Justice Issues Final Rule Restricting the Transfer of Sensitive Personal Data and United States Government-Related Data to “Countries of Concern” (April 16, 2025)Keara M. GordonEra Anagnosti, et al., DLA Piper, Privacy Matters, DLA Piper’s Global Privacy and Data Protection Resource, US: Executive Order on Federal Agencies (February 27, 2025)Keara M. GordonKate Lucente, et al., DLA Piper, Insights, US: Maryland Online Data Privacy Act Summary and Comparative Analysis (July 2, 2024)Keara M. GordonPresentation MaterialSegment PPT: Managing Risks Associated with Cyber and Data Privacy BreachesKeara M. Gordon, Erez Liebermann Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457898 457898 98 G3160 1:00:14 https://www.pli.edu/programs/intellectual-property-rights-enforcement/457895?tCode=WTC5_RSS01 Trademark counterfeiting Trademark litigation Regulation, compliance, and enforcement (Intellectual property) Product liability litigation Taken from the Web Program Recorded January 14, 2026 in New YorkAnti-Counterfeiting Update [01:00:23]During this session, the speakers will analyze key decisions involving trademark counterfeiting from the past year and provide strategies to protect against the online sale of counterfeit products.  During this session, the speakers will:Highlight recent headlines including the Labubu/Lafufu craze and the dupe dilemma and discuss how brands are responding from an enforcement perspective.Review trending cases and litigation strategies including:Schedule A Litigation: Learn about the most recent developments as the courts are pushing back on plaintiffsCustomization: A discussion about recent cases involving customization including Nike v. The Shoe SurgeonUnderstand the Legal Issues Surrounding Authentication & False Advertising Claims as seen in Nike v. StockX and Chanel v. WCAGAContributory Liability: Recent cases brought against e-commerce platforms including the recent lawsuits brought by Brandy Melville against Temu and SheinIAPP Privacy credit for Privacy Professionals Jana Checa Chong, Maja SzumarskaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Anti-Counterfeiting Enforcement: Recent Developments in the Case Law (2025)Maja SzumarskaPresentation MaterialSegment Handout: Anti-Counterfeiting UpdateMaja SzumarskaSegment PPT: Anti-Counterfeiting UpdateMaja Szumarska Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457895 457895 98 G3160 1:01:05 https://www.pli.edu/programs/intellectual-property-rights-enforcement/457892?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Social media use (Ethics and professional responsibility) Intellectual property Regulation, compliance, and enforcement (Intellectual property) Taken from the Web Program Recorded January 14, 2026 in New YorkEthical Issues in IP Rights Enforcement [01:01:52]IP rights enforcement often requires investigation of the defendant’s use. This session provides guidelines for avoiding ethical issues in investigations, as well as ethical issues arising in connection with attorneys’ use of AI, social media, and other technology tools.After completing this session, participants will be able to:Summarize the ethical considerations when conducting IP investigationsUnderstand disciplinary rules and working with investigators, making test purchases and using surveillance to collect evidenceAssess social media platforms: what lawyers need to know about ethics & social networkingAnalyze recent decisions involving ethical violations that every IP attorney should be aware ofAnalyze attorney-client privilege in different context: PR firms, litigation funders, and providing advice on use to maintain registrationsIAPP Privacy credit for Privacy ProfessionalsKathleen E. McCarthy, Jessica Copeland, Maja SzumarskaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Jessica L. Copeland, Maja Szumarska, Kathleen E. McCarthy and Mario F. Ayoub, Ethics Issues Arising in IP Enforcement (November 26, 2024)Jessica L. CopelandPresentation MaterialSegment Handout: Ethical Issues in IP Rights EnforcementJessica L. CopelandSegment PPT: Ethical Issues in IP Rights EnforcementJessica L. Copeland, Kathleen E. McCarthy, Maja Szumarska Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457892 457892 98 G3160 1:01:52 https://www.pli.edu/programs/intellectual-property-rights-enforcement/457907?tCode=WTC5_RSS01 Unfair and deceptive, or abusive acts and practices Intellectual property Regulation, compliance, and enforcement (Intellectual property) Technology litigation Technology Taken from the Web Program Recorded January 14, 2026 in New YorkCurrent Government IP Enforcement Programs [01:04:48]A yearly round-up of IP related cases and actions which cover both criminal enforcement by DOJ in the first part. The second portion focuses on FTC enforcement actions which address consumer matters and updates related to current trends at the agency. Topics that will be covered include:Types of IP crimes DOJ prosecutes: Criminal vs. CivilEmerging trends and technology in crimes with a year-to-year comparisonProsecutions over the last year and what to look forward toThe emergence of mainstream AI in crimes and deceptionsLegislative EffortsRecent FTC Enforcement Actions relating to unfair acts in advertising and offersEvolving Trends in deceptive practices affecting commerce and consumersAngelo Mazza (Panel Leader); Lesley Fair, John H. ZachariaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:What’s Up at the FTC: 2025 in Review (October 2025)Lesley FairEuropean Union Intellectual Property Office, Intellectual Property Owner Guide to Criminal Referrals in Intellectual Property Crime Cases (2024)John H. ZachariaPresentation MaterialSegment PPT: Current Government IP Enforcement ProgramsLesley Fair Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457907 457907 98 G3160 1:04:48 https://www.pli.edu/programs/intellectual-property-rights-enforcement/457904?tCode=WTC5_RSS01 Trademarks Trademark litigation Regulation, compliance, and enforcement (Intellectual property) Copyright Technology litigation Taken from the Web Program Recorded January 14, 2026 in New YorkCopyright and Trademark Enforcement Update [01:14:48]2025 brought a Supreme Court decision addressing monetary remedies under the Lanham Act and the grant of a certiorari petition in a blockbuster case regarding contributory copyright infringement, the first decisions addressing important copyright and DMCA issues relating to generative AI, continued circuit court and district court decisions fleshing out the fair use doctrine after Goldsmith v. Warhol, and a circuit court decision addressing NFTs. This session will discuss these decisions and petitions and other trademark and copyright cases and issues of note.Deep Dive into Trademark and Copyright Supreme Court Docket Key Trademark Circuit Court Cases from 2025 Key Copyright Circuit Court Cases from 2025 Trademark and Copyright Enforcement Issues Percolating in the Lower CourtsKathleen E. McCarthy, Bruce W. BaberThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:PLI Intellectual Property Enforcement Update 2026: Trademark Enforcement Update (November 18, 2025)Kathleen E. McCarthyCopyright Enforcement Update 2026 (2025)Bruce W. BaberPresentation MaterialSegment PPT: Copyright and Trademark Enforcement UpdateBruce Baber, Kathleen E. McCarthy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457904 457904 98 G3160 1:14:48 https://www.pli.edu/programs/intellectual-property-rights-enforcement/457901?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) International IP transactions Customs (International law) Technology litigation Taken from the Web Program Recorded January 14, 2026 in New YorkUS Customs IPR Enforcement and the Interplay with Multiple Priorities [01:01:54]The panel which explores the importance of working with US Customs and Border Protection and the legal framework for engagement options open to rights holders. Included will be a deep dive into US Customs enforcement issues including recordations, exclusions, abandonment. In addition, current and evolving tariff issues and other priorities which impact IP will be discussed. Topics that will be covered include:Understanding the powers of CBP at the borderHow to enhance brand efforts using Customs based enforcement strategies to protect your IPPilot programs and the facilitation of fair tradeExamination of current tariffs issues and the impact on counterfeiting and IPIAPP Privacy credit for Privacy Professionals Angelo Mazza, Alaina Van HornThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:19 C.F.R. § 133, Ch. I: U.S. Customs and Border Protection, Department of Homeland Security; Department of the Treasury, Part 133 Trademarks, Trade Names, and Copyrights (2025)Alaina van HornU.S. Department of Homeland Security, U.S. Border Customs and Protection, What Every Member of the Trade Community Should Know About: CBP Enforcement of Intellectual Property Rights (August 2012)Alaina van HornU.S. Department of Homeland Security, Customs Directive, Detention and Seizure Authority for Copyright and Trademark Violations (December 11, 2000)Alaina van HornJ. Thomas McCarthy, Chs. 25 and 29, Various Sections, McCarthy on Trademarks and Unfair Competition (5th Ed.)Alaina van Horn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457901 457901 98 G3160 1:01:54 https://www.pli.edu/programs/ai-in-the-law--quarterly-briefing/457873?tCode=WTC5_RSS01 Legal technology Technology in law practice Technology Artificial intelligence Taken from the Web Program Recorded January 13, 2026 in New YorkThe Innovator’s Edge: AI and the Future of the Profession Quarterly Briefing [01:02:48]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)Presentation MaterialThe Innovator’s Edge: AI and the Future of the Profession Quarterly Briefing Winter 2026 PowerPoint slidesJen Leonard, Bridget M. McCormack Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457873 457873 98 G5538 1:03:30 https://www.pli.edu/programs/real-estate-ma-and-reit-transactions/457869?tCode=WTC5_RSS01 Real estate Real estate mergers and acquisitions Real estate investment trusts Regulation, compliance, and enforcement (Real estate) Taken from the Web Program Recorded January 13, 2026 in New YorkThe REIT Landscape – The View from Wall Street [00:59:34]This panel will provide an overview of the REIT markets and economic drivers. By attending this session, participants will gain insight into:The current state of the market, including the impact of interest rates and technological developments on real estate investment  Where in the REIT and private real estate cycles we are, from a valuation perspective and relative to one another Trends and developments in real estate M&A: what has driven the market over the past year and what to expect by way of public-to-public and public-to-private activity The IPO market for REITs The impact of activists Panel Leader: Robin Panovka Panelists: Andrew J. Jonas, Jeffrey D. Horowitz, Matthew J. Lustig, Seth Weintrob, Thomas GrierThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Adam O. Emmerich, et al., Wachtell, Lipton, Rosen & Katz, REIT M&A in 2025 (December 19, 2024)John T. Haggerty,Robin PanovkaPresentation MaterialThe REIT Landscape – The View from Wall StreetThomas Grier, Jeffrey D. Horowitz, Andrew J. Jonas, Robin Panovka, Seth Weintrob Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457869 457869 98 G3205 0:59:34 https://www.pli.edu/programs/real-estate-ma-and-reit-transactions/457863?tCode=WTC5_RSS01 Shareholders (Corporate governance) Real estate investment trusts UPREITs Taken from the Web Program Recorded January 13, 2026 in New YorkREIT M&A and Strategic Transactions [01:01:11]This presentation will discuss the latest trends and developments in M&A transactions, and implications for deals. By attending this session, participants will gain insight into: Recent innovations in deal implementation – Mergers, Tender Offers and other mechanics The key drives for strategic M&A and UPREIT combinations Controlling shareholder complications How to manage conflict transactions in REIT M&A, including a special committee process Evolutions in deal protection provisions Panel Leader:  Benjamin R. Weber Panelists: Samantha Sacks Gallagher, David P. Slotkin, Darren GuttenbergThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Adam O. Emmerich, Robin Panovka and Jodi J. Schwartz, REITs Come of Age, 79 Bus. Law. 107 (Winter 2023–2024)John T. Haggerty,Robin PanovkaPresentation MaterialREIT M&A and Strategic TransactionsDavid W. Bonser, Samantha Sacks Gallagher, Matthew B. Rogers, David P. Slotkin, Benjamin R. Weber Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457863 457863 98 G3205 1:01:11 https://www.pli.edu/programs/real-estate-ma-and-reit-transactions/457866?tCode=WTC5_RSS01 Shareholders (Corporate governance) Activist shareholders Real estate Real estate investment trusts Taken from the Web Program Recorded January 13, 2026 in New YorkREIT Activism and Governance [01:02:46]This segment will analyze trends in REIT governance. By attending this session, participants will gain insight into:The key drivers in activism in public REITs today Strategies for responding to activists The importance of proactive shareholder engagement The risks and opportunities REITs face with ESG implementation and reporting   Trends in governance and areas of Board focus Panel Leader: John T. Haggerty Panelists: Hirsh Ament, Christopher Couvelier, Amy Lissauer, Andrew B. SiegelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:James J. Hanks, Jr., et al., Venable LLP, Maryland Remains the Favored Jurisdiction for REITs (July 24, 2025)John T. Haggerty,Robin PanovkaJames J. Hanks, Jr., et al., Venable LLP, Maryland Law and Retail Voting Programs (October 1, 2025)John T. Haggerty,Robin PanovkaPresentation MaterialREIT Activism and GovernanceHirsh Ament, Christopher K Couvelier, John T. Haggerty, Amy Lissauer, Andrew Siegel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457866 457866 98 G3205 1:03:28 https://www.pli.edu/programs/real-estate-ma-and-reit-transactions/457857?tCode=WTC5_RSS01 Real estate Real estate investment trusts Regulation, compliance, and enforcement (Real estate) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded January 13, 2026 in New YorkSEC Developments Affecting REITs [01:01:22]The session will discuss recent SEC regulations of REIT transactions. By attending this session, participants will gain insight into: Evaluate the slew of new SEC rules on REIT disclosures Analyze proxy access rules and how they impact activism Apply other SEC practice points and comments Panel Leader: Kathleen L. Werner Panelists: Sonia Gupta Barros, Christopher GreenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sidley Austin LLP, Public Company Advisory, 2026 Calendar of SEC Filing Deadlines and Financial Statement Staleness Dates (2025)John T. Haggerty,Robin PanovkaSidley Austin LLP, Updates, EDGAR Next Is Now Live: What Should You Do Now? (October 7, 2025)John T. Haggerty,Robin PanovkaVinson & Elkins LLP, Insight, V&E REIT Update, IRS Proposes to Withdraw Look-Through Rule for Domestically Controlled REITs (October 21, 2025)John T. Haggerty,Robin PanovkaVinson & Elkins LLP, Capital Raising in a Changing Market: How Real Estate Companies and REITs are Raising Capital in Private and Public Markets (September 30, 2025)John T. Haggerty,Robin PanovkaSidley Austin LLP, Updates, SEC Grants No-Action Relief for Retail Voting Program (September 17, 2025)John T. Haggerty,Robin PanovkaVinson & Elkins LLP, Insight, V&E SEC Update, SEC Grants No-Action Relief for ExxonMobil’s Retail Voting Program—Key Takeaways for Public Issuers (September 18, 2025)John T. Haggerty,Robin PanovkaVinson & Elkins LLP, Insight, V&E REIT Update, Update: OBBBA Tax Provisions Impacting REITs and Foreign Investors (July 7, 2025)John T. Haggerty,Robin PanovkaPresentation MaterialSEC Developments Affecting REITsSonia Gupta Barros, Chris Green, Kathleen L. Werner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457857 457857 98 G3205 1:01:22 https://www.pli.edu/programs/real-estate-ma-and-reit-transactions/457860?tCode=WTC5_RSS01 Real estate Real estate mergers and acquisitions Real estate investment trusts Regulation, compliance, and enforcement (Real estate) Tax Taken from the Web Program Recorded January 13, 2026 in New YorkREIT Tax: Cutting Through the Issues in a Changing Tax Landscape [01:16:05]This session will explain the tax framework for REITs. By attending this session, participants will gain insight into: The continuing impact of the Inflation Reduction Act on real estate Tax Trends in REIT TransactionsMergers Joint Ventures Preferred Equity How to manage the REIT distribution requirement Loss Utilization Taxable Stock Distributions Gain Harvesting Taxable and tax-free spin-offs by REITs Gain and basis consequencesREIT considerationsRelated Operating Partnership divisionsThe 2024 Guidance and What to Expect in 2025 Panel Leader: Cristina Arumi Panelists: Julanne Allen, Sarah Beth Rizzo, Jodi J. Schwartz, Kendal A. Sibley The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Adam O. Emmerich, et al., Wachtell, Lipton, Rosen & Katz, REITs in the Age of AI (October 2025)John T. Haggerty,Robin PanovkaPresentation MaterialREIT Tax: Cutting Through the Issues in a Changing Tax LandscapeJulanne Allen, Cristina Arumi, Sarah Beth Rizzo, Jodi J. Schwartz, Kendal A. Sibley Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457860 457860 98 G3205 1:16:05 https://www.pli.edu/programs/real-estate-ma-and-reit-transactions/457854?tCode=WTC5_RSS01 Shareholders (Corporate governance) Real estate Real estate investment trusts Disclosures (Securities and other financial products) Taken from the Web Program Recorded January 13, 2026 in New YorkGeneral Counsel Roundtable: REIT Management and M&A Transactions [01:00:48]This segment will provide guidance to general counsel and those who work with the general counsel in managing or overseeing various REIT matters, including M&A transactions and disclosure issues. By attending this session, participants will gain insight into: Recent changes in areas of focus on the governance front Managing the C-suite in connection with an M&A transaction Rules of engagement for dealing with shareholders, including activists, and tenants Disclosure matters that appear regularly in connection with periodic SEC filings How to think about AI And cybersecurityPanel Leader: Brandon J. MoorePanelists: Michelle Bushore, Steven E. Fivel, Eric G. Kevorkian, Geoff Goldschein. The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Adam O. Emmerich, et al., Real Estate M&A and Private Equity, Lexology In-Depth, Edition 10 (July 7, 2025)John T. Haggerty,Robin PanovkaPresentation MaterialGeneral Counsel Roundtable: REIT Management and M&A TransactionsMichelle Bushore, Steven E. Fivel, Geoffrey Goldschein, Eric Kevorkian, Brandon J. Moore Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457854 457854 98 G3205 1:00:48 https://www.pli.edu/programs/taxation-of-financial-products-and-transactions/457726?tCode=WTC5_RSS01 Hedge accounting Financial products Tax Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded January 12, 2026 in New YorkAdvanced Issues in Hedging [01:01:12]This discussion will focus on various aspects of the different hedging rules in the Internal Revenue Code. After completing this session, participants will be able to:Explain the consequences of failing to identify a hedging transactionDiscuss different aspects of applying the hedge timing rulesAnalyze differences between different sets of hedging rulesIdentify opportunities to reduce compliance burdens by drafting comprehensive hedging identification statementsJeff Borghino, Elizabeth B. Corry, Lena Y. Hines, Helen YanchisinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Overview of Ordinary Course Tax Hedging TransactionsJeff BorghinoPresentation MaterialAdvanced Issues in HedgingJeff Borghino, Elizabeth B. Corry, Lena Y. Hines, Helen Yanchisin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457726 457726 98 G3148 1:02:42 https://www.pli.edu/programs/taxation-of-financial-products-and-transactions/457720?tCode=WTC5_RSS01 Financial products Tax Tax planning and strategy Cryptocurrencies Taken from the Web Program Recorded January 12, 2026 in New YorkCryptocurrency Update [01:01:31]This session will explore recent developments in the cryptocurrency space, including any proposed or enacted tax legislation and administrative guidance. This session will also address the application of the new basis tracking rules for crypto, including how to cure impermissible methods of basis allocation and the interplay of these rules with financial products, and examine the tax treatment of stablecoins and their use in financial product transactions. After completing this session, participants will be able to:Describe recent cryptocurrency tax legislation and administrative guidanceUnderstand the new basis tracking rules for cryptocurrencyUnderstand the tax consequences of stablecoins and their use in financial product transactionsRyan R. Au, Robert Massey, Erika W. Nijenhuis, Sarah ReillyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Digital Chamber, Re: GENIUS Act Implementation Comments—ANPRM (November 4, 2025)Ryan R. Au,Robert Massey,Lisa M. ZarlengaCoinbase, Testimony of Lawrence Zlatkin, Vice President, Tax, Coinbase Global, Inc. Before the United States Senate Committee on Finance (October 1, 2025)Ryan R. Au,Robert Massey,Lisa M. ZarlengaCoinbase, Re: Recommendation for the 2025–2026 Priority Guidance Plan Pursuant to Notice 2025-19 (May 30, 2025)Ryan R. Au,Robert Massey,Lisa M. ZarlengaCoinbase, Re: Comments on Notice of Proposed Rulemaking, Corporate Alternative Minimum Tax Applicable After 2022, REG-112129-23, 89 Fed. Reg. 75,062 (Sept. 13, 2024) (January 2, 2025)Ryan R. Au,Robert Massey,Lisa M. ZarlengaPresentation MaterialTaxation of CryptoRyan R. Au, Robert Massey, Erika W. Nijenhuis, Sarah Reilly Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457720 457720 98 G3148 1:03:01 https://www.pli.edu/programs/taxation-of-financial-products-and-transactions/457735?tCode=WTC5_RSS01 Financial products Securitization Collateralized loan obligations Asset-backed securities Tax Taken from the Web Program Recorded January 12, 2026 in New YorkIntroduction to Securitizations [01:07:28]This panel will provide a primer on the issues that tax advisors must deal with in the world of securitizations. After completing this session, participants will be able to:Describe the primary considerations and organizational features of collateralized loan obligation structuresRecognize the common tax concerns of asset backed securities (ABS)Identify the issues and structures specific to mortgage-backed securitiesMariya Khvatskaya, Russell E. Nance, Eschi Rahimi-Laridjani, Zuza G. Savoff The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Introduction to SecuritizationsMariya Khvatskaya,Eschi Rahimi-Laridjani,Zuza G. Savoff,Russell E. NancePresentation MaterialIntroduction to SecuritizationsMariya Khvatskaya, Russell E. Nance, Eschrat Rahimi-Laridjani, Zuza G. Savoff Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457735 457735 98 G3148 1:08:58 https://www.pli.edu/programs/taxation-of-financial-products-and-transactions/457729?tCode=WTC5_RSS01 Financial products Tax Taken from the Web Program Recorded January 12, 2026 in New YorkAbbVie vs. Commissioner and the Future of Section 1234A [01:00:36]This panel will focus on the potential impact of the recently-decided Tax Court case AbbVie vs. Commissioner on the application of Section 1234A across a wide range of financial transactions. After completing this session, participants will be able to:Explain the analysis and holding of the Tax Court’s decision in AbbVieIdentify a framework for applying AbbVie to a variety of financial transactionsAnalyze whether the reasoning in the case would support a different treatment than under prior case lawHeta Desai, Mark H. Leeds, Matthew A. Stevens, Mirt Zwitter-TehovnikThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Should I Stay or Should I Go: AbbVie Highlights Tax Considerations to Termination Agreement PaymentsMark H. Leeds,Heta DesaiPresentation MaterialAbbVie v. Comm’r and the Future of Section 1234AHeta Desai, Mark H. Leeds, Matthew A. Stevens, Mirt Zwitter-Tehovnik Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457729 457729 98 G3148 1:02:48 https://www.pli.edu/programs/taxation-of-financial-products-and-transactions/457723?tCode=WTC5_RSS01 Financial products Financing Tax Tax planning and strategy Taken from the Web Program Recorded January 12, 2026 in New YorkRevisiting the Choice between Debt and Equity in the Startup Context [00:58:56]This session examines tax considerations for startup corporations and their investors in deciding whether to raise capital through debt or redeemable preferred shares. After completing this session, participants will be able to:Understand how recent developments in the private credit market impact tax considerations for issuers and investorsIdentify the relevant tax considerations for start-up issuers and different classes of investorsAnalyze the unique tax considerations that arise in liability management and restructuring transactions and how the increase in such transactions may impact the choice of capital financing for tax purposesMarcy G. Geller, Craig J. Gibian, Jeffrey D. Hochberg, William L. McRaeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Capital Choices and Tax Consequences: Rethinking Debt and Preferred Equity in Startup FinancingJeffrey D. HochbergPresentation MaterialCapital Choices and Tax Consequences: Rethinking Debt and Preferred Equity in Corporate Startup FinancingMarcy G. Geller, Craig J. Gibian, Jeffrey D. Hochberg, William L. McRae Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457723 457723 98 G3148 1:00:27 https://www.pli.edu/programs/taxation-of-financial-products-and-transactions/457732?tCode=WTC5_RSS01 Financial products Financing Cross-border transactions Tax Taken from the Web Program Recorded January 12, 2026 in New YorkOverview of the Anti-Conduit Regulations [00:59:39]This session will explore the sometimes-overlooked anti-conduit regulations contained in Treas. Reg. §1.881-3 and will highlight potential traps for the unwary. After completing this session, participants will be able to:Explain how the anti-conduit regulations may impact cross-border financing structuresDescribe the key substantive anti-conduit rules, with illustrative examplesIdentify ambiguities, contemporary market practice, and traps for the unwaryMeredith J. Bettencourt, Y. Bora Bozkurt, Vadim Novik, Robert H. Scarborough IIIThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:A Lonely Sojourn Through the Conduit RegulationsVadim NovikPresentation MaterialThe Conduit RegulationsMeredith J. Bettencourt, Y. Bora Bozkurt, Vadim Novik, Robert H. Scarborough Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457732 457732 98 G3148 1:01:51 https://www.pli.edu/programs/effective-use-of-adr-in-complex-commercial-litigation/456616?tCode=WTC5_RSS01 Commercial litigation Dispute resolution Arbitration Mediation Complex litigation Complex commercial litigation demands thoughtful planning and strategic decision-making. NAM Hearing Officers Hon. John P. DiBlasi (Ret.) and Hon. Alan D. Scheinkman (Ret.) will provide a comprehensive, practical overview of how to effectively leverage Alternative Dispute Resolution (ADR) in complicated commercial disputes.The program will explore emerging trends in ADR, highlight key benefits such as cost savings and confidentiality, as well as provide guidance on drafting enforceable and balanced arbitration clauses. Attendees will also gain insights into ethical considerations affecting dispute resolution, as well as strategies for managing arbitration from initiation through final award. Additional topics include best practices for handling mass arbitration filings, and how the use of court-appointed neutrals can streamline litigation. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456616 456616 98 G5551 1:01:33 https://www.pli.edu/programs/attorney-client-privilege-and-work-product-when-and-how-to-protect-or-overcome-in-investigations-and-litigation/456529?tCode=WTC5_RSS01 Ethics and professional responsibility Attorney-client privilege Litigation Artificial intelligence Generative AI 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, who the recipients of legal advice are, and the technologies used during an investigation. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456529 456529 98 G5531 1:02:03 https://www.pli.edu/programs/beyond-the-compliance-checkbox--a-practical-guide-for-legal-professionals-to-assess-vendor-ai-tools/456505?tCode=WTC5_RSS01 Corporate governance Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) For in-house counsel, conducting AI assessments while managing legal, ethical, and operational risks has become essential. Legal teams are becoming strategic partners to business functions, ensuring that new AI technologies are deployed responsibly, ethically, and in alignment with corporate strategy. To date, global frameworks such as the OECD Principles, NIST AI RMF, the EU AI Act, along with evolving best practices, have guided how organizations approach AI governance. However, business partners, executives, and boards now expect documented proof of compliance, measurable operational efficiency, and demonstrable cost savings. This session will show legal professionals how to translate those expectations into a defensible AI risk assessment and management program embedded in business workflows and goals. It covers the full lifecycle: from intake with product owners, through evidence-based diligence, security and privacy controls, and best-practice contract provisions, to operational oversight tied to KPIs.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456505 456505 98 G5599 1:02:51 https://www.pli.edu/programs/protecting-public-transit-workers-passenger-bans-due-process-and-workplace-violence-restraining-orders-in-california/459848?tCode=WTC5_RSS01 Workplace health and safety Workplace violence Public utilities (Municipal law) Taken from the Web Program Recorded January 8, 2026 in San FranciscoProtecting Public Transit Workers: Passenger Bans, Due Process, and Workplace Violence Restraining Orders in California [01:02:13]What participants will learn:How to distinguish between statutory passenger ban authority and court-issued workplace violence restraining orders under California lawWhich transit agencies have express authority to impose passenger bans under Public Utilities Code section 99171—and the limits of that authorityThe due process and constitutional risks associated with unilateral or informal passenger bansHow and when to seek workplace violence restraining orders to protect individual employees or entire categories of transit workersPractical best practices for evidence collection, timing, and policy development following violent or threatening passenger incidentsDavid C. Casarrubias-González, Artak PaskevichyanPresentation MaterialCalifornia Penal Code Section 640David C. Casarrubias-González, Artak PaskevichyanCode of Civil Procedure, Part 2, Title 7, Chapter 3 (527.8)David C. Casarrubias-González, Artak PaskevichyanCode of Civil Procedure, Part 3, Title 1, Chapter 2 (1094.5)David C. Casarrubias-González, Artak PaskevichyanProtecting Public Transit Workers: Passenger Bans, Due Process, and Workplace Violence Restraining Orders in California (Outline)David C. Casarrubias-González, Artak PaskevichyanPublic Utilities Code, Division 10, Part 11, Chapter 3 (99171)David C. Casarrubias-González, Artak PaskevichyanSample Supplemental BriefingDavid C. Casarrubias-González, Artak Paskevichyan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 459848 459848 98 G5665 1:02:13 https://www.pli.edu/programs/ip-issues-in-business-transactions/457748?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Trademarks Intellectual property licensing Taken from the Web Program Recorded January 8 - 9, 2026 in New YorkIP Issues for In-House Counsel [01:18:04]After completing this session, participants will be able to:Develop, implement, and manage AI policies and proceduresAI input and output – navigating challenges without being too cautiousDeal with plaintiff trollsAssess Trademark and Copyright Fair Use in a digital worldAnalyze Sovereign immunity and FOIAIAPP Privacy credit for Privacy Professionals  Kim Youngberg (panel leader), Carolyn H. Blankenship, Michael Manley, Joel WolfsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Governor of California, Press Release, Governor Newsom Signs SB 53, Advancing California’s World-Leading Artificial Intelligence Industry (September 29, 2025)Michael R. ManleyNational Conference of State Legislatures (NCSL), Summary of Artificial Intelligence 2025 Legislation (July 10, 2025)Michael R. ManleyDetermann’s Field Guide to Artificial Intelligence Law: International Corporate Compliance (January 2024)Lothar DetermannPresentation MaterialSegment Handout: IP Issues for In-House CounselMichael R. ManleySegment Handout: IP Issues for In-House CounselJoel WolfsonSegment PPT: IP Issues for In-House CounselJoel Wolfson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457748 457748 98 G3052 1:18:04 https://www.pli.edu/programs/ip-issues-in-business-transactions/457766?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing License terms (Intellectual property) Contract drafting and negotiation Taken from the Web Program Recorded January 8 - 9, 2026 in New YorkNegotiating Critical License Terms: A Clause-by-Clause Review [01:17:38]After completing this session, participants will be able to:Dissect the terms of a license and understanding the business caseUnderstand in-depth review of terms and clauses. Topics will vary by city and may include:Payment termsTerm of the licenseGrant back provisionsCross licensesFirst sale issuesSublicensing and assignabilityQuality controlSpecial issues raised by e-commerce and social mediaSaas TermsOpen-Source TermsAmy Benjamin (panel leader), Jose A. Duthil, Richard GreenbergThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:No One Owns Data, Hastings Law Journal, Vol. 70:1 (December 2018)Lothar DetermannPresentation MaterialSegment PPT: Negotiating Critical License Terms: A Clause-by-Clause ReviewAmy Benjamin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457766 457766 98 G3052 1:17:38 https://www.pli.edu/programs/ip-issues-in-business-transactions/457772?tCode=WTC5_RSS01 Mergers and acquisitions Intellectual property Trademarks Intellectual property licensing IP monetization Taken from the Web Program Recorded January 8 - 9, 2026 in New YorkDesigning, Creating, and Pruning an IP Portfolio [01:16:16]After completing this session, participants will be able to:Identify the business case for and creating an IP value chainMine IP as a strategic assetAssess special considerations for handling non-core assetsUnderstand how to acquire and sell IPEvaluate “Business” acquisitions versus “IP only” acquisitionsObtaining rights: which are absolutely essential in order to achieve your business objectives?Package assets together for saleAnalyze confidentiality issuesMelvin C. Garner, Gail H. ZarickThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Designing, Creating and Pruning an IP Portfolio (October 9, 2025)Melvin C. GarnerPresentation MaterialSegment Handout: esigning, Creating, and Pruning an IP PortfolioMelvin C. GarnerSegment PPT: Designing, Creating, and Pruning an IP PortfolioGail H. ZarickSegment PPT: Designing, Creating, and Pruning an IP PortfolioMelvin C. Garner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457772 457772 98 G3052 1:16:58 https://www.pli.edu/programs/ip-issues-in-business-transactions/457757?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Intellectual property Regulation, compliance, and enforcement (Intellectual property) International IP transactions Cross-border transactions Taken from the Web Program Recorded January 8 - 9, 2026 in New YorkIP Issues in International Business Transactions [01:16:16]After completing this session, participants will be able to:Assess the Interdependent Global Supply ChainAnalyze when international IP laws matter. Territoriality, conflicts of law, and enforcement of IP rights across bordersUnderstand an overview of international IP laws in selected countries – commonalities and differencesAssess opportunities and pitfalls in international business practices with IPProtect your client’s interests in cross-border business transactionsIAPP Privacy credit for Privacy ProfessionalsKenneth K. Cho, Zhun Lu, Kevin Scott, Robert WellsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cynthia Cole and Rachel Ehlers, U.S. House of Representatives Energy and Commerce Committee Proposes Ban on State AI Regulation and Enforcement (May 2025)Cynthia ColeCynthia Cole, Brian Hengesbaugh, Adam Aft, Justine Phillips, Keo McKenzie, Alison Stafford Powell, Susan Eandi, Robin Samuel and Cristina Messerschmidt, U.S. AI Vision in Action: What Businesses Need to Know About the White House AI Action Plan (July 2025)Cynthia ColeCynthia Cole, Adam Aft and Avi Toltzis, Third Copyright Report on AI Explores Generative AI Training (May 2025)Cynthia ColeCynthia Cole, Brian Hengesbaugh and Justine Phillips, NIST Proposes Updates to Privacy Framework (May 2025)Cynthia ColeCynthia Cole, Justine Phillips, Helena Engfeldt, Dr. Lothar Determann, Jonathan Tam and Garrett Stallins, New California Requirements on AI, Risk Assessments, and Cybersecurity—CPPA Adopts Expanded Regulations (July 2025)Cynthia ColeCynthia Cole, Adam Aft, Rachel Ehlers and Mercedes Subhani, Lone Star State Sends Responsible Artificial Intelligence Governance Act to Governor for Signature (June 2025)Cynthia ColeCynthia Cole, Yuliana Salamanca Jaramillo and Alysha Preston, Face Value: Navigating Deepfakes in the Digital Age (July 2025)Cynthia ColeCynthia Cole, Michelle Rae Heisner and Teisha Johnson, Electronic Shelf Labels Pose Myriad Risks for Retailers (April 2025)Cynthia Cole Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457757 457757 98 G3052 1:16:58 https://www.pli.edu/programs/ip-issues-in-business-transactions/457763?tCode=WTC5_RSS01 License agreements (Corporate contracts) Mergers and acquisitions Intellectual property licensing License terms (Intellectual property) Life sciences Taken from the Web Program Recorded January 8 - 9, 2026 in New YorkLife Sciences and IP Transactions [01:04:15]After completing this session, participants will be able provide support to licensing transactions in the pharmaceutical industry, and in particular should be able to:Conduct IP due diligence in support of the licensing transactionDraft key IP provisions for research collaborationsDetermine the appropriate scope of license grantStructure patent royalties and milestone paymentsUnderstand deal structures and governance considerationsScott Carter, Jenny Lee, John C. Todaro, Zhenghui (Alan) WangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Dr. Lothar Determann and Michaela Nebel, AI and Tech Regulation for the Financial Sector, The Review of Banking & Financial Services, Vol. 41, No. 3 (March 2025)Lothar DetermannPresentation MaterialSegment PPT: Life Sciences and IP TransactionsJohn C.. Todaro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457763 457763 98 G3052 1:04:15 https://www.pli.edu/programs/ip-issues-in-business-transactions/457775?tCode=WTC5_RSS01 Intellectual property Trademarks Patents Trade secrets Copyright Taken from the Web Program Recorded January 8 - 9, 2026 in New YorkBasic IP Principles and Recent Developments [02:02:24]After completing this session, participants will be able to:Understand recent developments and analyze their impact on transactions involving copyrights, trademarks, patents, and trade secretsAdapt IP transactions to evolving business and technological landscapes Kenneth K. Cho, Benjamin Fink, Nancy Mertzel, Maria A. ScungioThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Benjamin I. Fink, Neal F. Weinrich, Daniel H. Park and Ashley M. Bowcott, Berman Fink Van Horn P.C., The Defend Trade Secrets Act: Trade Secret Protection Goes FederalBenjamin I. FinkPresentation MaterialSegment PPT: Basic IP Principles and Recent DevelopmentsKenneth K. ChoSegment PPT: Basic IP Principles and Recent DevelopmentsBenjamin I. FinkSegment PPT: Basic IP Principles and Recent DevelopmentsNancy J. MertzelSegment PPT: Basic IP Principles and Recent DevelopmentsMaria A. Scungio Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457775 457775 98 G3052 2:02:24 https://www.pli.edu/programs/ip-issues-in-business-transactions/457751?tCode=WTC5_RSS01 License agreements (Corporate contracts) Information privacy (Cybersecurity and data protection) Intellectual property Intellectual property licensing IP due diligence Taken from the Web Program Recorded January 8 - 9, 2026 in New YorkNuts and Bolts of Due Diligence [01:00:40]After completing this session, participants will be able to:Develop the IP due diligence planAssess time and cost restraints for diligenceIdentify the client’s motivation behind the dealUnderstand the “must-haves” in any transactionAnalyze IP-related risksEvaluate sources of information, including company records, interviews, databases, and expertsPost-closing considerationIAPP Privacy credit for Privacy Professionals  Gayle Denman, Caroline Geiger, Tigist KassahunThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Dangerous Liaisons—Software Combinations as Derivative Works? Distribution, Installation, and Execution of Linked Programs Under Copyright Law, Commercial Licenses and the GPL, Berkeley Technology Law Journal, Vol. 21:4 (2006)Lothar DetermannPresentation MaterialSegment PPT: Nuts and Bolts of Due DiligenceCaroline Geiger Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457751 457751 98 G3052 1:00:40 https://www.pli.edu/programs/ip-issues-in-business-transactions/457745?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Intellectual property Intellectual property licensing Cross-border transactions Taken from the Web Program Recorded January 8 - 9, 2026 in New YorkAvoiding Ethics Issues in IP Transactions [00:59:48]After completing this session, participants will be able to:Understand deceit and candorEvaluate cross-border transactions and model rulesAnalyze ethics and communications with adverse partiesEric PraegerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics Issues in Intellectual Property PracticeEric A. PragerSouthern Visions, LLP v. Red Diamond, Inc., 370 F. Supp.3d 1314 (N.D. Ala. 2019)Amy L. BomseNoland v. Land of the Free, L.P., 114 Cal.App.5th 426 (Cal. Ct. App. 2025)Amy L. BomseThe State Bar of California, The Committee on Professional Responsibility and Conduct, Recommendations from Committee on Professional Responsibility and Conduct on Regulation of Use of Generative AI by Licensees (November 16, 2023)Amy L. BomsePresentation MaterialSegment PPT: Avoiding Ethics Issues in IP TransactionsEric A. Prager Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457745 457745 98 G3052 1:00:30 https://www.pli.edu/programs/ip-issues-in-business-transactions/457760?tCode=WTC5_RSS01 Intellectual property Artificial intelligence Blockchain Cryptocurrencies Metaverse Taken from the Web Program Recorded January 8 - 9, 2026 in New YorkIP Issues in Emerging Technologies [01:01:11]After this session, attendees we will understand IP issues related to new technologies, business model and market trends, including the following:Machine learning and artificial intelligenceData as an assetBlockchain and crypto currenciesMetaverse, virtual and augmented realitiesIAPP Privacy credit for Privacy Professionals  Joseph Casino, Ali Mirsaidi, Raffi TeperdjianThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:European Commission, Good AdministrationJoseph M. CasinoUnited States Patent and Trademark Office, Public Views on Artificial Intelligence and Intellectual Property Policy (October 2020)Joseph M. CasinoUnited States Patent and Trademark Office, USPTO Releases New Artificial Intelligence Patent Dataset (July 1, 2021)Joseph M. CasinoWorld Intellectual Property Organization, WIPO Technology Trends 2019: Artificial Intelligence (2019)Joseph M. CasinoDr. Lothar Determann and Michaela Nebel, Baker McKenzie, GDPR v. AI Act & Other EU Data Regulation, Bloomberg Law (2024)Lothar DetermannSoftware and AI Patents in the United States: Getting and Keeping Patents (2018) (PowerPoint slides)Joseph M. CasinoNicholas A. Pairolero, United States Patent and Trademark Office, Artificial Intelligence (AI) Trends in U.S. Patents (June 29, 2022) (PowerPoint slides)Joseph M. CasinoPresentation MaterialSegment PPT: IP Issues in Emerging TechnologiesJoseph M. CasinoSegment PPT: IP Issues in Emerging TechnologiesRaffi TeperdjianSegment PPT: IP Issues in Emerging TechnologiesAli Mirsaidi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457760 457760 98 G3052 1:01:11 https://www.pli.edu/programs/ip-issues-in-business-transactions/457754?tCode=WTC5_RSS01 License agreements (Corporate contracts) Joint ventures (Corporate law) Intellectual property Intellectual property licensing Taken from the Web Program Recorded January 8 - 9, 2026 in New YorkShared or Jointly Developed IP [01:00:32]After completing this session, participants will be able to:Creating new business opportunities or challenges through collaboration with another companyJoint venture versus strategic alliance – pros and consUsing program IP: rights of partners and/or collaboratorsTermination and dissolution: IP ownership issues following the collaborationDaryl FairbairnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Dr. Lothar Determann and David Nimmer, Software Copyright’s Oracle from the Cloud, Berkeley Technology Law Journal, Vol. 30:1 (2015)Lothar DetermannDr. Lothar Determann and Bruce Perens, Open Cars, Berkeley Technology Law Journal, Vol. 32:915 (2017)Lothar DetermannPresentation MaterialSegment PPT: Shared or Jointly Developed IPDaryl Fairbairn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457754 457754 98 G3052 1:01:14 https://www.pli.edu/programs/ip-issues-in-business-transactions/457769?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark litigation Intellectual property licensing Trade secret dispute litigation Taken from the Web Program Recorded January 8 - 9, 2026 in New YorkDeveloping and Implementing an IP Licensing Program [00:59:59]After completing this session, participants will be able to:Determine which IP to licenseAssess business objectives: protection of market share, price advantage in competition, revenue generation, and moreUnderstand the process, the license, and setting appropriate goalsLeverage litigation to incentivize infringers to become licenseesKenneth K. Cho (Panel Leader), Kimberly Chotkowski, Jennifer SilvermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Allure of Licensing: Facilitating Creative Solutions to Business Challenges, PLI Current: The Journal of PLI Press, Vol. 7 (2023)Jennifer D. SilvermanPresentation MaterialSegment PPT: Developing and Implementing an IP Licensing ProgramJennifer D.. Silverman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457769 457769 98 G3052 0:59:59 https://www.pli.edu/programs/drafting-and-negotiating-corporate-agreements/457147?tCode=WTC5_RSS01 Corporate agreements Mergers and acquisitions M & A agreements Practice skills (Corporate law) Practice skills (Securities and other financial products) Taken from the Web Program Recorded January 7, 2026 in New YorkDrafting and Negotiating Corporate Acquisition Agreements [01:43:50]Panelists will share best practices in drafting and negotiating corporate acquisition agreements. After completing this session, participants will be able to:Understand the role of each section of the agreementNegotiate purchase price determinations and adjustmentsDraft allocation of liabilitiesUnderstand representations, warranties, covenants, conditions and indemnificationDistinguish certain differences between public and private dealsAlyssa A. Grikscheit, Carlo ZenknerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Introduction to Drafting and Negotiating Corporate AgreementsAlyssa A. GrikscheitKyle Rabe, Confidentiality Agreements, Standstill Agreements, Letters of Intent and Exclusivity Agreements (January 13, 2021)Brian YangKey Issues in Drafting and Negotiating Acquisition AgreementsAlyssa A. GrikscheitAlyssa A. Grikscheit and Marshall Shaffer, Acquisition Agreements (PowerPoint slides)Alyssa A. GrikscheitPresentation MaterialAcquisition AgreementsAlyssa A. Grikscheit, Carlo Zenkner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457147 457147 98 G3127 1:44:33 https://www.pli.edu/programs/drafting-and-negotiating-corporate-agreements/457150?tCode=WTC5_RSS01 Practice skills (Banking and finance) Corporate contracts Corporate agreements Letters of intent Practice skills (Securities and other financial products) Taken from the Web Program Recorded January 7, 2026 in New YorkUniversal Issues and Preliminary Documents in Drafting and Negotiating Corporate Agreements [01:00:43]Introduction and Universal Issues in Drafting and Negotiating Corporate AgreementsPanelists will introduce and discuss universal issues in drafting and negotiating corporate agreements. After completing this session, participants will be able to:Recognize the range of corporate agreementsControl the drafting processUnderstand the client’s goalsIdentify special issuesLetters of Intent, Confidentiality and Standstill AgreementsPanelists will share best practices in drafting and negotiating letters of intent, confidentiality, and standstill agreements. After completing this session, participants will be able to:Decide whether to use a letter of intentDistinguish binding vs. non-binding termsIdentify confidentiality terms and exceptionsUnderstand exclusivity and standstill arrangementsAlyssa A. Grikscheit, Brian YangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Introduction to Drafting and Negotiating Corporate AgreementsAlyssa A. GrikscheitKyle Rabe, Confidentiality Agreements, Standstill Agreements, Letters of Intent and Exclusivity Agreements (January 13, 2021)Brian YangKey Issues in Drafting and Negotiating Acquisition AgreementsAlyssa A. GrikscheitPresentation MaterialConfidentiality Agreements, Standstill Agreements, Letters of Intent and Exclusivity AgreementsAlyssa A. Grikscheit, Brian J. Yang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457150 457150 98 G3127 1:00:43 https://www.pli.edu/programs/drafting-and-negotiating-corporate-agreements/457141?tCode=WTC5_RSS01 Lines of credit Corporate contracts Corporate agreements Specialty agreements Practice skills (Corporate law) Taken from the Web Program Recorded January 7, 2026 in New YorkSpecialty Agreements – Credit Agreements and Indentures (NYC) [01:01:05]Panelists will share best practices in drafting and negotiating corporate agreements. After completing this session, participants will be able to:Differentiate types of debt agreementsDefine payment featuresDistinguish incurrence and maintenance covenantsKristen V. CampanaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Introduction to Drafting and Negotiating Corporate AgreementsAlyssa A. GrikscheitDrafting and Negotiating Debt DocumentationKristen V. CampanaPresentation Material2026 Drafting and Negotiating Debt DocumentsKristen V. Campana Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457141 457141 98 G3127 1:01:05 https://www.pli.edu/programs/drafting-and-negotiating-corporate-agreements/457144?tCode=WTC5_RSS01 Corporate agreements Specialty agreements Regulation, compliance, and enforcement (Securities and other financial products) Equity instruments Practice skills (Securities and other financial products) Taken from the Web Program Recorded January 7, 2026 in New YorkSpecialty Agreements – Equity Agreements [00:59:42]Panelists will share best practices in drafting and negotiating equity agreements. After completing this session, participants will be able to:Understand shareholder agreements and other equity arrangementsDifferentiate minority rightsDraft transfer provisionsAckneil M. Muldrow IIIThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Introduction to Drafting and Negotiating Corporate AgreementsAlyssa A. GrikscheitKyle Rabe, Confidentiality Agreements, Standstill Agreements, Letters of Intent and Exclusivity Agreements (January 13, 2021)Brian YangKey Issues in Drafting and Negotiating Acquisition AgreementsAlyssa A. GrikscheitAlyssa A. Grikscheit and Marshall Shaffer, Acquisition Agreements (PowerPoint slides)Alyssa A. GrikscheitPresentation MaterialSpecialty Agreements - Equity Agreements?Ackneil (Trey) M. Muldrow, III Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457144 457144 98 G3127 0:59:42 https://www.pli.edu/programs/drafting-and-negotiating-corporate-agreements/457135?tCode=WTC5_RSS01 Corporate agreements Corporate ethics Ethical issues (Ethics and professional responsibility) Taken from the Web Program Recorded January 7, 2026 in New YorkEthical Issues in Drafting Corporate Agreements [00:59:29]Panelists will analyze ethical issues in negotiating and drafting corporate agreements. After completing this session, participants will be able to:Identify potential ethical pitfalls in contractsUnderstand the role of the attorney in negotiating and drafting corporate agreementsIdentify who the client is and address recurring conflicts of interestJanis M. Meyer, Michael J. TraubeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Issues in Drafting Corporate Agreements (January 8, 2025)Michael TraubePresentation MaterialEthical Issues in Drafting Corporate Agreements?Janis M. Meyer, Michael J. Traube Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457135 457135 98 G3127 1:00:11 https://www.pli.edu/programs/drafting-and-negotiating-corporate-agreements/457138?tCode=WTC5_RSS01 Corporate contracts Contractual terms (Corporate contracts) Corporate agreements Corporate litigation Taken from the Web Program Recorded January 7, 2026 in New YorkWhen the Deal Goes Wrong: Enforcing Corporate Agreements and the Importance of Boilerplate [00:59:29]Panelists will discuss the enforcement of corporate agreements and the importance of boilerplate. After completing this session, participants will be able to:Troubleshoot when drafting so as to better position the client in the event of a disputeDecide between litigation and arbitrationIdentify choice of law and jurisdictional issuesMallory Tosch HoggattThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kibler Fowler & Cave LLP, KF&C California Law Blog, California Supreme Court Enforces Contractual Forum Selection Clause Where the Chosen Forum Would Deprive a California Resident of the Right to a Jury Trial (August 12, 2025)Michael D. KiblerKibler Fowler & Cave LLP, KF&C California Law Blog, California Court of Appel Declines to Enforce Forum Selection Clause in Consumer Warranty (October 15, 2024)Michael D. KiblerPresentation MaterialWhen the deal goes wrong: Enforcing corporate agreements and the importance of “Boilerplate"Mallory Tosch Hoggatt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457138 457138 98 G3127 1:00:11 https://www.pli.edu/programs/global-ip-spotlight--latin-america/458577?tCode=WTC5_RSS01 Taken from the Web Program Recorded January 6, 2026 in New YorkGlobal IP Spotlight – Latin America [01:11:02]After completing this program, participants will be prepared to discuss and assess:IP in Latin America: Something Most People Don’t KnowShare one thing most people outside the region don’t appreciate about Latin America’s IP systems or legal culture, and why does it matter for global practitioners?IP in Latin America: Artificial intelligenceHow are Latin American jurisdictions approaching AI-generated inventions, including the implications of the DABUS case?How are Latin American copyright regimes addressing AI training on protected works, including fair dealing exceptions, licensing expectations, and enforcement challenges?What emerging issues are national trademark offices facing with AI-generated branding, filing surges, and the risk of consumer confusion in algorithmically mediated marketplaces?Standard Essential Patents (SEPs) in Latin AmericaKey developments in Brazilian SEP jurisprudence and how courts are treating FRAND-related disputesThe current state of preliminary injunctions for SEPs across Latin AmericaDistinguishing productive scale from exclusionary conduct – how agencies and courts are reasoning through market power in SEP enforcementCross-border considerations for licensors and implementers operating in multiple LATAM jurisdictionsPharmaceuticals in Latin AmericaTrends in pharmaceutical PI practice in Latin AmericaIncreasing challenges to the validity of core monoclonal antibody patents – scientific, procedural, and strategic implicationsComparative observations for U.S. practitioners litigating in LATAM foraPatent Prosecution and OppositionsArgentina as a non-PCT member: practical consequences for foreign applicants. Prospects for eventual PCT adoption amid political shiftsCommon pitfalls and best practices when filingTrademark IssuesRecent changes to Argentina’s trademark opposition frameworkWhat early litigation under the new system reveals and what to expect going forwardKey Takeaways for U.S. StakeholdersActionable insights or trends for U.S. stakeholdersActionable insights or trends for U.S. stakeholdersVictoria Garcia, Laura Angel Jaramillo, Daryl Lim, Hector Ariel Manoff, Carlos R. Olarte, Rob Rodrigues, Caroline Somesom TaukPresentation MaterialArtificial Intelligence Meeting Assistants In Court: Litigation In The Us And Implications For Brazilian LawRob RodriguesSEP Litigation in Brazil: Five Big Developments in 2025Rob Rodrigues Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458577 458577 98 G5642 1:11:02 https://www.pli.edu/programs/innovating-into-the-future-the-next-chapter-of-pro-bono/456357?tCode=WTC5_RSS01 Public interest law and pro bono Technology Pro bono is always adapting to meet urgent needs. Addressing access to justice calls for innovation and expansion of pro bono across many dimensions, including who does pro bono work, what types of pro bono services are offered, where pro bono is growing, and why it matters. Attendees of this special Pro Bono Instititute/Practising Law Institute briefing will learn about the new tools, initiatives, and ideas for pro bono engagement, inspiring hope for the upcoming year and beyond. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456357 456357 98 G5611 1:01:59 https://www.pli.edu/programs/the-attorneys-guide-to-high-stakes-listening--part-ii-advanced-communication-strategies-for-challenging-legal-environments/456329?tCode=WTC5_RSS01 Professional development Attorney-client relations Technology In the legal profession, the ability to listen effectively under pressure is not just a soft skill—it’s a critical professional competency. This advanced CLE program builds on The Attorney’s Guide to High-Stakes Listening and features a multidisciplinary panel including a retired FBI agent with deep expertise in investigative interviewing, a clinical psychologist, and an executive coach and former attorney.Together, they will address real-world challenges submitted by attorneys, including how to stay emotionally regulated, handle aggressive or adversarial conversations, and manage distractions in remote and fast-paced environments. Attendees will gain actionable tools for restoring trust after difficult interactions, reading non-verbal cues while multitasking, and improving communication with aging or cognitively challenged clients and colleagues. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456329 456329 98 G5560 1:03:04 https://www.pli.edu/programs/hot-topics-in-ai-takeaways-from-ibms-cost-of-a-data-breach-report-2025/456061?tCode=WTC5_RSS01 Corporate governance Cybersecurity and data protection Data breach Information privacy (Cybersecurity and data protection) Technology In its Cost of a Data Breach Report 2025, IBM quantifies risks associated with AI. According to the report, their research shows that “organizations are skipping over security and governance for AI in favor of do-it-now AI adoption” and that “those ungoverned systems are more likely to be breached and are most costly when they are.” They also found that “most breached organizations reported they have no governance policies in place to manage AI or prevent Shadow AI.” Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456061 456061 98 G5556 1:03:53 https://www.pli.edu/programs/now-that-we-have-a-records-policy-and-schedule-how-the-heck-do-we-implement-it/455925?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Professional development Law practice management Technology Regulation, compliance, and enforcement (Technology) Developing and executing a comprehensive records management strategy is vital for law firms and legal professionals to uphold regulatory compliance and bolster legal defensibility. With the escalating volume of electronic records in legal operations, establishing precise policies and procedures for managing documents, emails, and structured data is imperative.Legal firms and practitioners often face challenges with managing large volumes of records, posing critical questions: How can automation alleviate the workload while ensuring regulatory compliance? Once protocols, systems, and tools are in place, how can we effectively encourage legal departments and individual attorneys to let go of their habit of hoarding documents? Moreover, how can we sustain a consistent and compliant approach across the law firm, especially when dealing with limited resources? By adopting the right strategies, adhering to your records policies and schedules becomes not only feasible but also adds value to the legal practice. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455925 455925 98 G5445 1:02:18 https://www.pli.edu/programs/beyond-compliance-hot-topics-in-health-and-welfare-plans/455588?tCode=WTC5_RSS01 Employee benefits Regulation, compliance, and enforcement (Employee benefits) Health care Insurance Litigation Join us for a fast-paced update on key developments impacting employer-sponsored health and welfare plans. This program highlights litigation trends, regulatory changes, and practical strategies to manage risk and stay compliant. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455588 455588 98 G5600 1:05:30 https://www.pli.edu/programs/the-future-of-hud-and-federal-housing-programs/457935?tCode=WTC5_RSS01 Public interest law and pro bono Housing Subsidized housing Public housing Real estate Taken from the Web Program Recorded December 19, 2025 in San FranciscoThe Future of HUD and Federal Housing Programs [01:01:52]After attending this briefing, participants will be able to: Understand the underlying factors creating the affordable housing crisisInterpret the federal budget and proposed cuts to housingIdentify the impacts of budget shortfalls for housing authorities which administer public housing and vouchersUnderstand the effects of proposed regulations to impose work requirements and time limits on HUD tenants Recognize proposed changes at HUD and other agencies limiting immigrant accessibility to housing benefitsUnderstand community efforts to preserve HUD housing and tenants’ rightsWill Fischer, Tushar Gurjal, Deborah Thrope, Marie Claire Tran-LeungPresentation MaterialCongress Must Act to Prevent Cuts That Would Leave Hundreds of Thousands at High Risk of HomelessnessDeborah ThropeImmigration Requirements: Assistance Programs for Housing and Homelessness, Energy, Disaster, and WaterDeborah ThropeSecure Homes, Strong Communities: A 360 Degree View of America’s Housing and Community Development ProgramsTushar Gurjal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457935 457935 98 G5583 1:01:52 https://www.pli.edu/programs/legal-advocacy-in-the-wake-of-disaster-20-years-since-katrina/457040?tCode=WTC5_RSS01 Environmental law Disaster assistance Insurance Litigation Public interest law and pro bono Taken from the Web Program Recorded December 18, 2025 in San FranciscoNavigating FEMA’s Legal Landscape: Two Decades of Change and What Lies Ahead [01:05:13]Over the past two decades, FEMA’s legal framework has undergone significant transformation. This session will examine key changes since Hurricane Katrina, highlight their impact on survivors, and explore the legal challenges that have arisen in disaster recovery. Presenters will also discuss current developments and anticipated trends in FEMA assistance, equipping practitioners with the tools to effectively navigate today’s legal landscape and prepare for the future of disaster relief. After completing this session, participants will be able to:Identify key changes in FEMA regulations, policies, and guidance since Hurricane KatrinaEvaluate how shifts in FEMA’s approach to assistance have impacted access to relief and equity in disaster responseApply lessons learned from past legal challenges to current and future advocacy on behalf of disaster-affected clientsAnticipate emerging developments in FEMA policy and legal frameworks, preparing practitioners to navigate future disaster assistance landscapesAmanda Bosley, Stephanie Duke, Brittanny Perrigue GomezPresentation MaterialIndividual Assistance Program and Policy Guide (IAPPG)Amanda Bosley, Stephanie Duke, Brittanny Perrigue GomezLegal Help for Disaster Survivors Information for Disaster Recovery Centers (DRCs)Amanda Bosley, Stephanie Duke, Brittanny Perrigue GomezNavigating FEMA’s Legal Landscape: Two Decades of Change and What Lies Ahead (PowerPoint Slides)Amanda Bosley, Stephanie Duke, Brittanny Perrigue Gomez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457040 457040 98 G5601 1:05:13 https://www.pli.edu/programs/legal-advocacy-in-the-wake-of-disaster-20-years-since-katrina/457034?tCode=WTC5_RSS01 Environmental law Disaster assistance Litigation Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded December 18, 2025 in San FranciscoBuilding The Future of Disaster Legal Services [01:01:12]The legal community has built significant momentum for stronger, more equitable responses to disasters for years to come. Drawing on insights from a national Disaster Legal Services Town Hall Series and a groundbreaking white paper, Strengthening Local Impact: Best Practices and Challenges in Disaster Legal Services Outreach, this segment will highlight key findings, field-tested practices, and collective action opportunities for practitioners and stakeholders to strengthen state/local impact and advance the next phase of disaster legal preparedness and response. After completing this session, participants will be able to:Identify key findings from the Strengthening Local Impact white paper and their implications for disaster legal response planningRecognize effective outreach strategies and partnership models that strengthen legal support to disaster-affected communitiesImplement practical steps to build stronger, clearer collaboration structures for disaster legal servicesIntegrate Collective Action priorities with local, regional, and national preparedness and response initiativesAmanda Brown, Shrushti KothariPresentation MaterialBuilding The Future of Disaster Legal Services (PowerPoint Slides)Amanda Brown, Shrushti KothariStrengthening Local Impact: Best Practices and Challenges in Disaster Legal Services OutreachAmanda Brown, Shrushti Kothari Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457034 457034 98 G5601 1:01:12 https://www.pli.edu/programs/legal-advocacy-in-the-wake-of-disaster-20-years-since-katrina/457037?tCode=WTC5_RSS01 Environmental law Disaster assistance Litigation Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded December 18, 2025 in San FranciscoBuilding Blocks for Disaster Preparedness and Response: Timeless Tools and Emerging Strategies [01:01:50]This session will highlight how several states have built on their extensive disaster response experience to create lasting collaboratives, online resource hubs, and training strategies that strengthen preparedness and response. Presenters will also share data-driven approaches that help advocates track recovery efforts, identify service gaps, and inform advocacy to ensure aid reaches those most in need. Emphasis will be placed on practical, forward-looking methods to improve coordination, expand access to critical information, and enhance legal service delivery, grounded in two decades of community expertise. After completing this session, participants will be able to:Develop effective models for building and sustaining disaster legal response collaborativesApply practical strategies for developing and maintaining resource hubs, networking tools and training approaches that strengthen disaster preparednessIdentify data-driven methods for tracking recovery efforts, assessing gaps, and informing targeted advocacyEmploy proven coordination and communication approaches to enhance legal service delivery and advocacy for disaster-impacted communitiesKathy Grunewald, Liz Keith, John LaycockPresentation Material2025 Texas Floods Data Dashboard MethodologyKathy N. Grunewald, Liz Keith, John LaycockBuilding Blocks for Disaster Preparedness and Response: Timeless Tools and Emerging Strategies (PowerPoint Slides)Kathy N. Grunewald, Liz Keith, John LaycockResource List: Building Blocks for Disaster Preparedness and ResponseKathy N. Grunewald, Liz Keith, John Laycock Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457037 457037 98 G5601 1:02:32 https://www.pli.edu/programs/fundamentals-of-privacy-law/456585?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 17, 2025 in New YorkPrivacy Law Hot Topics [01:02:31]This discussion will delve into the latest issues and developments being discussed by every privacy practitioner. After completing this session, participants will be able to:Comprehend how FTC will look at privacy when examining competition issuesUnderstand impacts from advances in state privacy law (and – maybe – comprehensive federal privacy legislation)Recognize how the EU Digital Market Act will impact privacy complianceIdentify liability and privacy issues and deciding to insure or not insurePeter F. McLaughlin, Ken Mortensen, Pedro Pavón The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Court of Justice of the European Union, Press Release, Judgment of the General Court in Case T-553/23, Latombe v. Commission (September 3, 2025)Peter F. McLaughlinEuropean Data Protection Board, Opinion of the Board (Art. 64): Opinion 28/2024 on Certain Data Protection Aspects Related to the Processing of Personal Data in the Context of AI Models (December 17, 2024)Peter F. McLaughlin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456585 456585 98 G3007 1:02:31 https://www.pli.edu/programs/fundamentals-of-privacy-law/456591?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 17, 2025 in New YorkGlobal Privacy Overview [00:59:47]Any business that operates in the global environment must address not only U.S. federal and state privacy laws, but also legal and regulatory schemes from the countries in which that business operates, transacts with consumers, or interacts with business partners. After completing this session, participants will be able to:Identify when non-US privacy laws applyDevelop basic understanding of data transfer rules and mechanismsFind cross over with GDPR and U.S. lawRita S. Heimes, Peter F. McLaughlin The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Official Journal of the European Union, Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016, on the Protection of Natural Persons with Regard to the Processing of Personal Data and on the Free Movement of Such Data, and Repealing Directive 95/46/EC (General Data Protection Regulation) (April 27, 2016)Rita S. HeimesEuropean Data Protection Board, Information Note on Data Transfers Under the GDPR to the United States After the Adoption of the Adequacy Decision on 10 July 2023Rita S. HeimesJoe Jones and Kayla Bushey, IAPP, New Developments in Global Adequacy Capabilities (April 17, 2025)Rita S. HeimesCanada PIPEDA: Personal Information Protection and Electronic Documents Act (September 15, 2025)Rita S. HeimesPresentation MaterialGlobal Privacy OverviewRita Heimes, Peter F. McLaughlin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456591 456591 98 G3007 1:00:29 https://www.pli.edu/programs/fundamentals-of-privacy-law/456594?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 17, 2025 in New YorkHealth Privacy Foundations [00:59:36]This discussion will introduce the key concepts and highlight the core laws to understand the connection between privacy law and rights to health and healthcare law. After completing this session, participants will be able to:Recognize when HIPAA regulations applyIdentify regulations on privacy and security for healthcareRecall state legislation addressing health information (going beyond PHI)Understand health information outside HIPAA, such as health apps and smartwatchesLee Kim, Elaine C. Zacharakis The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Health Privacy Foundations: HIPAA OutlineElaine C. ZacharakisPresentation MaterialHealth Privacy FoundationsLee Kim, Elaine C. Zacharakis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456594 456594 98 G3007 0:59:36 https://www.pli.edu/programs/fundamentals-of-privacy-law/456600?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 17, 2025 in New YorkPrivacy Law: The Big Picture Overview [01:01:03]This opening panel presents the big picture of U.S. and international privacy. This is the “forest” view, while subsequent panels are closer to “tree” level. There will be an overview of different privacy regulation paradigms, and most importantly the panel will survey the key definitions and abbreviations that will be used throughout the day. After completing this session, participants will be able to:Understand how the U.S. and Europe approach privacy differently and what the similarities areRecognize key terms and definitions and how they vary across jurisdictions and sectorsIdentify state and national laws by name and, importantly, the ubiquitous abbreviations and help categorize those lawsKirk J. Nahra The purchase price of this Web Program segment includes the following article from the Course Handbook available online:WilmerHale Client AlertsKirk J. NahraPresentation MaterialPrivacy Law: The Big Picture OverviewKirk J. Nahra Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456600 456600 98 G3007 1:01:03 https://www.pli.edu/programs/fundamentals-of-privacy-law/456588?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 17, 2025 in New YorkVendor Security and Information Security Program Basics [01:03:04]Privacy cannot be effectively protected without a strong foundation in security. Information security law is fundamental to understanding the obligations and requirements surrounding the confidentiality, integrity and availability of personal information. At the same time, every organization will have vendors and suppliers providing services and supporting their operations. How should an organization approach data security within their network and their multitude of vendors? After completing this session, participants will be able to:Recall the legal and regulatory basis of data securityIdentify specific contracting issues for security in the cloud and where responsibilities may overlapUnderstand the basics of contracting and legal agreements with third partiesUnderstand difference in certifications and auditing for vendorsRestate data security workplace policiesBetter understand how to handle a data security breachKen Mortensen, Linnea Solem The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vendor Security and Information Security Program Basics Course MaterialsKen Mortensen,Linnea SolemPresentation MaterialVendor Security and Information Security Program BasicsKen Mortensen, Linnea Solem Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456588 456588 98 G3007 1:03:04 https://www.pli.edu/programs/fundamentals-of-privacy-law/456597?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 17, 2025 in New YorkU.S. Consumer Privacy Landscape [01:16:13]This session will examine the rapidly evolving U.S. consumer privacy landscape, focusing on the dual role of federal and state regulation. At the federal level, we will highlight the Federal Trade Commission’s (FTC) central role in shaping privacy and data security through enforcement under Section 5 of the FTC Act and sector-specific rules. At the state level, we will provide an overview of the nearly 20 comprehensive consumer privacy laws enacted since 2018, outlining common frameworks, notable divergences, and practical compliance implications for businesses operating nationally. The discussion will equip attendees with a practical understanding of how these overlapping regimes function and where the regulatory trajectory is headed. After completing this session, participants will be able to:Understand the FTC’s Role: How the FTC enforces consumer privacy at the federal level, including its evolving use of Section 5 authority, rulemakings, and recent consent ordersNavigate State Laws: A roadmap of the 19 state consumer privacy statutes, highlighting key similarities (e.g., rights of access, deletion, opt-out of targeted advertising) and important differences (e.g., applicability thresholds, enforcement mechanisms, private rights of action)Prepare for Compliance: Concrete strategies for harmonizing compliance programs across multiple jurisdictions, anticipating future developments, and managing enforcement risks in a fragmented U.S. privacy regimeMarc Groman, Odia Kagan The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Federal Trade Commission, Organization Chart (September 8, 2025)Peter F. McLaughlinFederal Trade Commission, Concurring and Dissenting Statement of Commissioner Andrew N. Ferguson, Regarding the Social Media and Video Streaming Services Report, Commission File No. P205402 (September 19, 2024)Peter F. McLaughlinFederal Trade Commission, Compendium of Recent FTC Policy Statements, AdvisoryOpinions, and Final Rules (January 17, 2025)Peter F. McLaughlinFederal Trade Commission, Status of FTC Online Services During 2025 Lapse in Funding (October 1, 2025)Peter F. McLaughlinFederal Trade Commission, COPPA Frequently Asked Questions (2025)Peter F. McLaughlinUsing a Third Party’s Software in Your App? Make Sure You’re (All) Complying with COPPAPeter F. McLaughlinCalifornia Consumer Privacy Act of 2018 (January 2025)Peter F. McLaughlinCalifornia Privacy Protection Agency: California Consumer Privacy Act Regulations: Text of RegulationsPeter F. McLaughlinColorado Privacy ActPeter F. McLaughlinPresentation MaterialHandout : U.S. Consumer Privacy LandscapeOdia KaganPowerPoint Segment 1: U.S. Consumer Privacy LandscapeMarc M. GromanPowerPoint Segment 2: U.S. Consumer Privacy LandscapeOdia Kagan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456597 456597 98 G3007 1:16:13 https://www.pli.edu/programs/attorney-wellness/456527?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Attorney wellness Attorney mindfulness Attorney work-life balance Taken from the Web Program Recorded December 16, 2025 in New YorkThe Pernicious P’s: Taming Perfectionism, Procrastination & People-Pleasing with the 8 Pillars of Well-Being [01:18:02]This interactive session will explore how lawyers can integrate the Eight Pillars of Wellness into their legal practice to foster holistic well-being, resilience, and attorney competence. After completing this session, participants will be able to:Understand how lawyers can enhance their well-being and attorney competence by using the Eight Pillars of Wellness—Occupational, Physical, Financial, Environmental, Social, Intellectual, Emotional, and Spiritual—as a framework for holistic well-being.Discover how lawyers can strengthen their competence and well-being through self-reflection, self-assessments, and regular check-ins to set realistic goals, track progress, and build resilience.Explore how neurodivergent lawyers experience the Eight Pillars differently and the need for inclusive well-being strategies that foster well-being and attorney competence.Gain practical strategies to reframe perfectionism, procrastination, and people-pleasing to lead to attorney competence and well-being.Panel Leader: Diane M. CostiganSpeakers: Renee Branson, Libby Clark, Dr. Kerry Murray O’HaraThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:LiKeWell, Beyond Perfectionism: A Habit Worksheet for Resilient Lawyers (2025)Libby Clark,Kerry Murray O’HaraLiKeWell, Beyond Perfectionism: A Habit Framework for Resilient Lawyers, Why Habit-Building Is Hard for Lawyers and Why It MattersLibby Clark,Kerry Murray O’HaraAttorney Wellness: The Science of Stress and the Road to Well-Being, New York State Bar Association (July 3, 2019)Libby Clark,Kerry Murray O’HaraBrandon Vogel, Vicarious Trauma Is Real  and Really, Really Common with Lawyers, New York State Bar Association (October 15, 2020)Libby ClarkNew York State Bar Association, Report and Recommendations of the NYSBA Task Force on Attorney Well-Being, This Is Us: From Striving Alone to Thriving Together (October 2021)Libby ClarkHow to Disrupt Negative Thoughts, RB Consulting (2025)Renee BransonTrauma, Mental Health and the Lawyer (December 14, 2022)Libby ClarkWhen Altruism Is Not Enough: The Economics of Well-Being in the Legal Profession, Business of Law (March 12, 2020)Renee BransonBrandon Vogel, Why Burnout Is So Pertinent in Lawyers and How to Recognize It, New York State Bar Association (October 15, 2020)Kerry Murray O’HaraPresentation MaterialThe Pernicious P’s: Taming Perfectionism, Procrastination & People-Pleasing with the 8 Pillars of Well-Being PowerPointRenee Branson, Libby Clark, Diane M. Costigan, Dr. Kerry Murray O'Hara Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456527 456527 98 G4177 1:18:02 https://www.pli.edu/programs/attorney-wellness/456525?tCode=WTC5_RSS01 Work-life balance Ethical issues (Ethics and professional responsibility) Attorney wellness Attorney mindfulness Taken from the Web Program Recorded December 16, 2025 in New YorkProtecting Your Peace: Safeguarding Well-Being and Setting Boundaries in the Modern Legal Workplace & Fireside Chat with Featured Speaker Jen Fisher: Developing Your Well-Being Intelligence [01:45:43]Protecting Your Peace: Safeguarding Well-Being and Setting Boundaries in the Modern Legal Workplace & Fireside Chat with Featured Speaker Jen Fisher: Developing Your Well-Being Intelligence·       Protecting Your Peace: Safeguarding Well-Being and Setting Boundaries in the Modern Legal WorkplaceUnderstand how setting and communicating boundaries supports attorney competence, focus, and long-term career sustainability—while fostering collaboration and professionalism.Recognize how generational norms and flexible work policies influence professional expectations, inclusion, and well-being—without compromising high standards of accountability.Explore mindfulness-based tools and practical strategies that enhance attorney well-being, strengthen legal competence, and support sustainable performance.Identify ways AI tools can support neurodivergent attorneys by enhancing communication, reducing cognitive load, and enabling personalized workflows.Evaluate the importance of flexible boundaries and individualized support in workplace environments for neurodivergent team members.·       Fireside Chat with Featured Speaker Jen Fisher: Developing Your Well-Being IntelligenceUnderstand what well-being intelligence is and why it’s essential for long-term success and competence in legal practice—not just a “nice to have.”Navigate the unique stressors of the legal profession with greater agility and purpose.Discover how cultivating hope as a skill in legal work can strengthen resilience, fuel creativity, and build the agency needed to navigate challenges and sustain engagement in high-pressure environments.Apply cognitive load management strategies to enhance attorney competence by reducing mental overload, improving task prioritization, and fostering sustainable, burnout-resistant work environments.Challenge assumptions, gain new tools, and leave with a renewed sense of what’s possible for your well-being and your attorney competence.Panel Leaders: Diane M. Costigan, Kara DodsonSpeakers: Jen Fisher, Jon Krop, Manar Morales, Dr. Ariane ThomasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mindfulness for Lawyers, Flourish (August 2025)Jon KropHolistic Flexibility: Humanizing the Workplace for Productivity, Profitability, and Possibility (Book Excerpt), Georgetown University Press (2025)Manar Sweillam MoralesNew York State Bar Association, Find Your Balance: Checking In (2025)Diane M. CostiganPresentation Material“TIPP” Skills for Emotional RegulationJon KropCalming The Nervous SystemJon KropCheat Sheet: Dealing with ConflictJon KropCheat Sheet: How to MeditateJon KropHow to Deepen Understanding and Empathy in ConversationJon KropUsing the Response Resource Loop to Lead through UncertaintyManar Morales Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456525 456525 98 G4177 1:45:43 https://www.pli.edu/programs/california-nonprofit-practice/456760?tCode=WTC5_RSS01 Corporate governance Fiduciary responsibilities (Board of directors) Public interest law and pro bono Nonprofit organizations Tax Taken from the Web Program Recorded December 16, 2025 in San FranciscoThe California Nonprofit Landscape: Choice of Entity Issues & Essentials of Nonprofit Corporate Governance [01:03:37]This session will provide a high level overview of the nonprofit sector in California, including a review of key federal and state regulators overseeing nonprofit organizations. The presentation will describe and compare the many forms of nonprofit organizations in California, including nonprofit public benefit corporations, nonprofit mutual benefit corporations, nonprofit religious corporations, charitable trusts, and nonprofit unincorporated associations, addressing common use cases for each. The faculty will also compare California nonprofit public benefit corporations and Delaware nonprofit nonstock corporations, addressing choice of entity matters that affect the decision to incorporate in California, Delaware, or elsewhere. The faculty will also explain essentials of nonprofit governance in California, including fiduciary duties of nonprofit directors and officers, how to identify and manage regulated conflicts of interest, and best practices for common governance issues. After completing this session, participants will be able to:Identify the key federal and state agencies that regulate California nonprofit organizationsDistinguish the types of nonprofit organizations in California and understand the purpose and unique features of eachAnalyze choice of jurisdiction for formation of a nonprofit organizationUnderstand laws governing director and officer fiduciary duties and conflicts of interestWilliam C. Choi, William Kell, Shirley J. McLaughlin, Carol Bradford WorleyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:California Nonprofit LandscapeShirley J. McLaughlin,Carol Bradford WorleyChoice of Entity—Types of Nonprofits in CaliforniaShirley J. McLaughlin,Carol Bradford WorleyChoice of Entity—California v. DelawareShirley J. McLaughlin,Carol Bradford WorleyGovernance for Nonprofit Corporations and Their DirectorsShirley J. McLaughlin,Carol Bradford WorleyCalifornia Department of Justice, Charitable Trusts Section, Attorney General’s Guide for Charities: Best Practices for Nonprofits That Operate or Fundraise in California (September 2024)Shirley J. McLaughlin,Carol Bradford WorleyPresentation MaterialUnderstanding California Nonprofit Organizations 2025 (PowerPoint Slides)William C. Choi, William Kell, Shirley J. McLaughlin, Carol Bradford Worley Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456760 456760 98 G5041 1:03:37 https://www.pli.edu/programs/california-nonprofit-practice/456751?tCode=WTC5_RSS01 Corporate law Public interest law and pro bono Nonprofit organizations Tax Taken from the Web Program Recorded December 16, 2025 in San FranciscoBeyond Charitable: California Nonprofit Organizations and Social Enterprise [01:00:55]Nonprofit organizations increasingly work alongside for-profit and hybrid vehicles to house and grow “social enterprises” that apply market-based approaches to solving social problems, including the pursuit of earned revenue strategies to achieve financial, social welfare, and sustainability objectives. This session will address several legal aspects of social enterprise in California and the use of California nonprofit organizations in social enterprise, providing an overview of: (1) existing and emerging social purpose legal forms and “hybrid” entities; and (2) legal issues that arise from affiliation between nonprofit organizations and for-profit or hybrid entities. After completing this session, participants will be able to:Identify hybrid entity types codified in California statutesUnderstand the opportunities and limitations of the use of California nonprofit organizations in social enterpriseIdentify effective multi-entity structures for accomplishing financial, social benefit, and sustainability objectivesWilliam C. Choi, William Kell, Shirley J. McLaughlin, Carol Bradford WorleyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Social EnterprisesShirley J. McLaughlin,Carol Bradford WorleyNon-Profit/For-Profit CollaborationsShirley J. McLaughlin,Carol Bradford WorleyPresentation MaterialFlowchart of Paths to RevocationShirley J. McLaughlin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456751 456751 98 G5041 1:01:37 https://www.pli.edu/programs/california-nonprofit-practice/456757?tCode=WTC5_RSS01 Public interest law and pro bono Nonprofit organizations Tax Taken from the Web Program Recorded December 16, 2025 in San FranciscoLife Cycle of a California Nonprofit Organization [01:04:17]This session will open with an overview of the requirements for forming, registering, and securing tax exemption for charitable nonprofit organizations in California. The faculty will address the unique regulatory framework that applies to organizations engaged in fundraising in California, including relatively recent developments in California laws governing online fundraising platforms. In addition to reviewing certain laws specific to operating a charitable organization in California, the faculty will also discuss how California governs use of charitable assets, distinguishes unrestricted and restricted assets, and regulates management and investment of assets held by charitable institutions. The session includes an overview of the California Nonprofit Integrity Act of 2004 and its impact on the financial management and disclosure obligations of California nonprofit organizations. The faculty will also address how California regulates major milestones in the life cycle of a nonprofit organization, including mergers, dispositions of assets, and dissolutions. After completing this session, participants will be able to:Understand the process for forming a California nonprofit corporationDetermine required California filings at various stages in a nonprofit organization’s life cycle and understand key drafting issuesDistinguish different types of fundraising in California and the regulatory requirements for eachUnderstand and apply key elements of the California Nonprofit Integrity Act of 2004William C. Choi, William Kell, Shirley J. McLaughlin, Carol Bradford WorleyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Fundraising in CaliforniaShirley J. McLaughlin,Carol Bradford WorleyCalifornia Nonprofit Integrity Act of 2004Shirley J. McLaughlin,Carol Bradford WorleySources, Use, and Investment of Charitable AssetsShirley J. McLaughlin,Carol Bradford WorleyEnd of Life and Transition IssuesShirley J. McLaughlin,Carol Bradford WorleyRosemary E. Fei, Adler & Colvin, California’s Nonprofit Integrity Act of 2004 (April 2006)Shirley J. McLaughlin,Carol Bradford WorleySample Attorney General Registration Forms (CT-1, CT-TR-1, RRF-1)Shirley J. McLaughlin,Carol Bradford WorleySecretary of State Sample FormsShirley J. McLaughlin,Carol Bradford WorleyFundraising Sample Documents (CT-NRP-1, CT-NRP-2)Shirley J. McLaughlin,Carol Bradford WorleyAttorney General’s Office, California Department of Justice, General Guide for Dissolving a California Nonprofit CorporationShirley J. McLaughlin,Carol Bradford WorleyAttorney General’s Office, California Department of Justice, Nonprofit Transactions Requiring Notice or Attorney General ApprovalShirley J. McLaughlin,Carol Bradford Worley Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456757 456757 98 G5041 1:04:17 https://www.pli.edu/programs/california-nonprofit-practice/456754?tCode=WTC5_RSS01 Labor law Lobbying (Political activity law) Public interest law and pro bono Nonprofit organizations Tax Taken from the Web Program Recorded December 16, 2025 in San FranciscoGetting Practical: Employment Matters, Advocacy, and Intellectual Property Issues for Nonprofit Organizations [01:02:22]Nonprofit organizations have many of the same legal issues as business entities, but often with additional legal constraints. This session will address several areas of law impacting operation of California nonprofits, including: (1) employment issues, including compensation matters, personnel classification, risk management for volunteers, and other labor law issues; (2) federal and state law constraints on advocacy by nonprofit organizations, including political activity and legislative lobbying; and (3) common intellectual property and data privacy concerns. After completing this session, participants will be able to:Understand employment law issues affecting California nonprofit organizations and their personnelApply federal and state laws governing advocacy by nonprofit and tax-exempt organizationsUnderstand common intellectual property and data privacy issues affecting nonprofit organizations in CaliforniaWilliam C. Choi, William Kell, Shirley J. McLaughlin, Carol Bradford WorleyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Employment and Staffing IssuesShirley J. McLaughlin,Carol Bradford WorleyPolitical Activities and Governmental LobbyingShirley J. McLaughlin,Carol Bradford WorleyCopyright and Trademark Issues for NonprofitsShirley J. McLaughlin,Carol Bradford Worley Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456754 456754 98 G5041 1:02:22 https://www.pli.edu/programs/ethical-issues-in-pro-bono-representation/456513?tCode=WTC5_RSS01 Ethics and professional responsibility Limited scope representation Public interest law and pro bono Nonprofit organizations Taken from the Web Program Recorded December 15, 2025 in New YorkEthical Issues in Pro Bono and Legal Services Representation: Part One [01:01:30]By completing this program segment participants will be able to:Identify the potential ethics issues concerning “who is the client”?Better understand confidentiality and conflictsAddress the ethical issues related to representing clients with diminished capacityApply best practices to respond to everyday ethics challenges in limited scope programs, including limiting the scope of the representation, screening, communication, and trainingIdentify and address language access issuesRecognize the emerging ethical issues in the use of generative artificial intelligenceSidney Cherubin, Randal S. Jeffrey, Stacey E. Kushlefsky, Cyrus D. Mehta, Maurice Segall, Stephanie TaylorPresentation MaterialEthical Issues in Pro Bono and Legal Services Representation 2025Sidney Cherubin, Randal S. Jeffrey, Stacey E. Kushlefsky, Cyrus D. Mehta, Maurice Segall, Stephanie TaylorHypothetical Scenarios: Ethical Issues in Pro Bono and Legal Services Representation 2025Sidney Cherubin, Randal S. Jeffrey, Stacey E. Kushlefsky, Cyrus D. Mehta, Maurice Segall, Stephanie Taylor Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456513 456513 98 G3020 1:01:30 https://www.pli.edu/programs/ethical-issues-in-pro-bono-representation/456510?tCode=WTC5_RSS01 Ethics and professional responsibility Limited scope representation Public interest law and pro bono Nonprofit organizations Taken from the Web Program Recorded December 15, 2025 in New YorkEthical Issues in Pro Bono and Legal Services Representation: Part Two [01:01:54]By completing this program segment participants will be able to:Identify the potential ethics issues concerning “who is the client”?Better understand confidentiality and conflictsAddress the ethical issues related to representing clients with diminished capacityApply best practices to respond to everyday ethics challenges in limited scope programs, including limiting the scope of the representation, screening, communication, and trainingIdentify and address language access issuesRecognize the emerging ethical issues in the use of generative artificial intelligenceSidney Cherubin, Randal S. Jeffrey, Stacey E. Kushlefsky, Cyrus D. Mehta, Maurice Segall, Stephanie Taylor Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456510 456510 98 G3020 1:02:36 https://www.pli.edu/programs/mapping-the-new-generation-of-arbitration-laws/458208?tCode=WTC5_RSS01 Arbitration Taken from the Web Program Recorded December 15, 2025 in New YorkMapping the New Generation of Arbitration Laws: From China to the UK to France – and Beyond [01:19:12]After completing this session, participants will be prepared to:Understand changes of the arbitration laws in the UK, France, and ChinaIdentify the scope of changes in these arbitration laws and their potential impact on arbitral proceedingsDraft arbitration clauses more effectivelyMake informed strategic decisions as to the choice of the seat of the arbitrationGain comparative insight into how major jurisdictions tackle common problems in international arbitrationAmal Bouchenaki, Myrna Barakat Friedman, Xin Liu, Thomas R. SniderPresentation MaterialHandout: Draft Saudi Arbitration LawAmal BouchenakiHandout: French Arbitration Act 2025Amal BouchenakiHandout: Tom’s Top Ten: Key Developments in International Arbitration Globally in 2025Thomas R. SniderHandout: UK Arbitration Act 2025Myrna Barakat FriedmanPowerPoint: China’s New Arbitration Law 2025 – Overview of Key ChangesXin LiuPowerPoint: English Arbitration Act 2025Thomas R. SniderPowerPoint: Reforms of Arbitration Legislations: Takeaways from the French Draft ReformAmal Bouchenaki Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 458208 458208 98 G5636 1:19:12 https://www.pli.edu/programs/nuts-and-bolts-of-corporate-bankruptcy/456545?tCode=WTC5_RSS01 Bankruptcy and restructuring Bankruptcy process Debt restructuring Corporate bankruptcy Practice skills (Bankruptcy and restructuring) Taken from the Web Program Recorded December 15 - 16, 2025 in New York“Avoiding Powers”— Augmentation of the Estate in Corporate Bankruptcy [01:17:52]Participants will leave this program with a greater understanding of:PreferencesFraudulent conveyancesStrong-arm powers of the trusteeLimitations on avoidance actionsTreatment of swap agreements, commodity contracts, forward contracts, repurchase agreements and repurchase agreements in bankruptcyHow to protect against clawback of payments received by creditors before the Chapter 11 filingAlan D. Halperin, Evan C. HollanderThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Margaret M. Crouch, Steven J. Brujic and William C. Hillman, Ch. 6: Avoidance Powers, Practising Law Institute, Bankruptcy Deskbook (Fifth Edition) (May 2025)Evan C. Hollander,David B. Shemano Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456545 456545 98 G3234 1:17:52 https://www.pli.edu/programs/nuts-and-bolts-of-corporate-bankruptcy/456536?tCode=WTC5_RSS01 Bankruptcy and restructuring Bankruptcy process Corporate bankruptcy Practice skills (Bankruptcy and restructuring) Ethics and professional responsibility Taken from the Web Program Recorded December 15 - 16, 2025 in New YorkBasic Ethical Considerations in Corporate Bankruptcy [01:16:14]Participants will leave this program with a greater understanding of:Trustees – Professional and legal ethics obligations (MRPC 1.15, 1.7, 3.3)Requirements to qualify as a trusteeDisqualification of a trusteeCompensation of trusteesProfessionals for the estate - Professional and legal ethics obligations (MRPC 1.5, 1.7, 3.3)Definition of “Professionals”Requirements for court approval of employment and compensationOrdinary course and in-house professionalsProfessionals for creditors’ committees - Professional and legal ethics obligations (MRPC 1.5, 1.7, 3.3)Professionals for creditors - Professional and legal ethics obligations (MRPC 1.5)Role of the U.S. Trustee - Professional and legal ethics obligationsHon. Lisa G. Beckerman, Gabriel Sasson, David B. ShemanoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Margaret M. Crouch, Steven J. Brujic and William C. Hillman, Ch.10: Ethical Considerations and the Employment and Compensation of Professionals, Practising Law Institute, Bankruptcy Deskbook (Fifth Edition) (May 2025)Evan C. Hollander,David B. ShemanoPresentation MaterialBasic Ethical Considerations in Corporate BankruptcyHon. Lisa G. Beckerman, Gabe Sasson, David B. Shemano Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456536 456536 98 G3234 1:16:56 https://www.pli.edu/programs/nuts-and-bolts-of-corporate-bankruptcy/456557?tCode=WTC5_RSS01 Bankruptcy and restructuring Bankruptcy process Corporate bankruptcy Practice skills (Bankruptcy and restructuring) Taken from the Web Program Recorded December 15 - 16, 2025 in New YorkThe Corporate Bankruptcy Estate and Claims Against the Estate [01:21:19]Participants will leave this program with a greater understanding of:What is a claimClaims in bankruptcyAdministrative expenseSecured, priority and general unsecuredSubordination of claimsProperty of the estateSubstantive ConsolidationAutomatic stay/adequate protectionBrett H. Miller, Barbra R. ParlinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Margaret M. Crouch, Steven J. Brujic and William C. Hillman, Ch. 8: Claims and Interests, Practising Law Institute, Bankruptcy Deskbook (Fifth Edition) (May 2025)Evan C. Hollander,David B. ShemanoThe Corporate Bankruptcy Estate and Claims Against the Estate (December 15, 2025)Barbra R. Parlin,Brett H. MillerPresentation MaterialThe Corporate Bankruptcy Estate and Claims Against the EstateBrett H. Miller, Barbra R. Parlin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456557 456557 98 G3234 1:21:19 https://www.pli.edu/programs/nuts-and-bolts-of-corporate-bankruptcy/456548?tCode=WTC5_RSS01 Bankruptcy and restructuring Bankruptcy process Corporate bankruptcy Practice skills (Bankruptcy and restructuring) Taken from the Web Program Recorded December 15 - 16, 2025 in New YorkLitigating in Bankruptcy [01:01:12]Participants will leave this program with a greater understanding of:Determining jurisdiction and venue of the caseThe allocation of judicial power in bankruptcy casesReferralCore mattersStern v. MarshallAbstentionMotion practice/adversary proceedingAppeals Hon. Martin Glenn, Howard S. SteelCIP-CEU credit for Certified Information Professionals The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Margaret M. Crouch, Steven J. Brujic and William C. Hillman, Ch. 14: Litigation and Appeals, Practising Law Institute, Bankruptcy Deskbook (Fifth Edition) (May 2025)Evan C. Hollander,David B. ShemanoGoodwin, Litigating in Bankruptcy (December 15, 2025) (PowerPoint slides)Hon. Sean Lane,Howard S. SteelPresentation MaterialLitigating in BankruptcyHon. Martin Glenn, Howard S. Steel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456548 456548 98 G3234 1:01:12 https://www.pli.edu/programs/nuts-and-bolts-of-corporate-bankruptcy/456539?tCode=WTC5_RSS01 Bankruptcy and restructuring Bankruptcy process Debt restructuring Corporate bankruptcy Practice skills (Bankruptcy and restructuring) Taken from the Web Program Recorded December 15 - 16, 2025 in New YorkDisposition of Estate Assets and Post-Confirmation Matters [01:15:56]Participants will leave this program with a greater understanding of:363 SalesMarketing processStalking HorsesCreditor inputSale of substantially all assetsStructured dismissal of case post saleSales of assets under a PlanChapter 11 liquidating plans vs. conversion to Chapter 7Post-confirmation MattersThird-party releases and injunctionsExemption from securities lawsSpecial tax provisionsConclusion of the caseHon. Lisa G. Beckerman, Paul J. Pascuzzi, Lisa M. SchweitzerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Goodwin, Insight, Six Considerations for Directors Navigating Distressed M&A (March 6, 2025)Barry Z. Bazain,Michael H. Goldstein,Debora Hoehne,Howard S. SteelGoodwin, Alert, Stalking Horse Bidders: What Bid Protections Can You Expect in a Section 363 Sale? (February 11, 2025)Meredith Mitnick,Robert J. Lemons,Howard S. SteelGoodwin, Insight, Credit Bidding: Converting Secured Loans to Winning Bids (January 13, 2025)James Lathrop,Alec Weinberg,Michael H. Goldstein,Howard S. SteelGoodwin, Insight, Seven Success Factors for Winning Section 363 Acquisitions (January 3, 2025)Michael H. Goldstein,Howard S. SteelGoodwin, Top 10 Questions About Bankruptcy Sales—A Primer on Sales Under Section 363 of the Bankruptcy Code (May 2024)Michael Goldstein,Robert Lemons,Howard S. Steel,Debora Hoehne,Kizzy Jarashow,Barry Bazian,Stacy Dasaro,Alexander NicasPaul Hastings, The Purdue Decision on Third Party Releases and Its Practical ImplicationsKris Hansen,Ken Pasquale,Dan Fliman,Ryan Montefusco,Isaac Sasson,Leonie KochPresentation MaterialDisposition of Estate Assets and Post-Confirmation MattersHon. Lisa G. Beckerman, Paul J. Pascuzzi, Lisa M. Schweitzer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456539 456539 98 G3234 1:15:56 https://www.pli.edu/programs/nuts-and-bolts-of-corporate-bankruptcy/456551?tCode=WTC5_RSS01 Bankruptcy and restructuring Bankruptcy process Corporate bankruptcy Practice skills (Bankruptcy and restructuring) Taken from the Web Program Recorded December 15 - 16, 2025 in New YorkCorporate Bankruptcy: Assumption or Rejection of Executory Contracts and Unexpired Leases [01:16:16]Participants will leave this program with a greater understanding of:The definition of executory contractsOptions: assumption, assignment, rejection and ride-throughRights and remedies of the non-debtor partiesSpecial treatment of landlord bankruptcySpecial treatment of i/p licensesHon. Martin Glenn, David B. ShemanoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Margaret M. Crouch, Steven J. Brujic and William C. Hillman, Ch. 7: Collection, Disposition, and Distribution of Property of the Estate, Practising Law Institute, Bankruptcy Deskbook (Fifth Edition) (May 2025)Evan C. Hollander,David B. ShemanoPresentation MaterialCorporate Bankruptcy: Assumption or Rejection of Executory Contracts and Unexpired LeasesHon. Martin Glenn, David B. Shemano Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456551 456551 98 G3234 1:16:16 https://www.pli.edu/programs/nuts-and-bolts-of-corporate-bankruptcy/456560?tCode=WTC5_RSS01 Bankruptcy and restructuring Bankruptcy process Corporate bankruptcy Practice skills (Bankruptcy and restructuring) Taken from the Web Program Recorded December 15 - 16, 2025 in New YorkOverview of the U.S. Bankruptcy System & Procedures [01:31:09]Participants will leave this program with a greater understanding of:What Congress had in mind:for business 7 casesfor business 11 casesfor cases ancillary to a foreign proceeding (Chapter 15)Why businesses file for bankruptcyHow a business files for bankruptcyPrepetition actionsPetition processEvan C. Hollander, Hon. Thomas M. HoranThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Margaret M. Crouch, Steven J. Brujic and William C. Hillman, Ch. 3: Initiating, Converting, or Dismissing Chapter 7 and Chapter 11 Cases, Practising Law Institute, Bankruptcy Deskbook (Fifth Edition) (May 2025)Evan C. Hollander,David B. ShemanoMargaret M. Crouch, Steven J. Brujic and William C. Hillman, Ch. 11: Chapter 11, Practising Law Institute, Bankruptcy Deskbook (Fifth Edition) (May 2025)Evan C. Hollander,David B. Shemano Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456560 456560 98 G3234 1:31:51 https://www.pli.edu/programs/nuts-and-bolts-of-corporate-bankruptcy/456542?tCode=WTC5_RSS01 Bankruptcy and restructuring Bankruptcy process Corporate bankruptcy Practice skills (Bankruptcy and restructuring) Taken from the Web Program Recorded December 15 - 16, 2025 in New YorkChapter 11 Plans [01:15:57]Participants will leave this program with a greater understanding of:Prepackaged Plans, Prearranged Plans, free-fall bankruptciesExclusivityDisclosure statementsSolicitation of votesClassification of claimsContents of planImpairment of claimsAcceptance of PlanCramdownMandatory and permissive plan provisionsSmall Business Debtor Reorganization (Chapter 11, Subchapter V)Blaire A. Cahn, Lorraine S. McGowenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Margaret M. Crouch, Steven J. Brujic and William C. Hillman, Ch. 11: Chapter 11, Practising Law Institute, Bankruptcy Deskbook (Fifth Edition) (May 2025)Evan C. Hollander,David B. ShemanoGoodwin, Alert, Bankruptcy Court Rejects Settlement “Lockup” Provision (July 12, 2024)Debora Hoehne,Michael H. Goldstein,Kimberly PageauPresentation MaterialChapter 11 PlansBlaire A. Cahn, Lorraine S. McGowen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456542 456542 98 G3234 1:16:39 https://www.pli.edu/programs/nuts-and-bolts-of-corporate-bankruptcy/456554?tCode=WTC5_RSS01 Bankruptcy and restructuring Bankruptcy process Corporate bankruptcy Practice skills (Bankruptcy and restructuring) Taken from the Web Program Recorded December 15 - 16, 2025 in New YorkStrategic Powers in Corporate Bankruptcy and Operating a Business in a Chapter 11 Case [01:01:35]Use, Sale or Lease of Property Participants will leave this program with a greater understanding of:Use of cash collateralSales and use of property in the ordinary course of businessSales free and clear of liens, claims, encumbrances and other interestsFinancing Bankruptcy CasesParticipants will leave this program with a greater understanding of:Credit in the ordinary course of businessDIP financingPriming liensAndrew Zatz, David ZylberbergThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Margaret M. Crouch, Steven J. Brujic and William C. Hillman, Ch. 7: Collection, Disposition, and Distribution of Property of the Estate, Practising Law Institute, Bankruptcy Deskbook (Fifth Edition) (May 2025)Evan C. Hollander,David B. Shemano Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456554 456554 98 G3234 1:01:35 https://www.pli.edu/programs/building-better-construction-contracts/456492?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 12, 2025 in New YorkFirst Principles of Construction Legal Risk [01:00:45]This session will cover keystone concepts regarding providing legal advice with respect to different risks in any construction project. After completing this session, participants will be able to:  Define “Risk” concepts and risk allocation strategies Utilize common tools for identifying and managing known and unknown risks Draft and interpret different contract provisions for identified risks Matthew Neuringer, David Varoli, John FedunPresentation MaterialFirst Principles of Construction Legal RiskJohn A. Fedun, Matthew Neuringer, David J. VaroliFirst Principles of Construction Legal Risk   Handout 1John A. Fedun, Matthew Neuringer, David J. VaroliFirst Principles of Construction Legal Risk   Handout 2John A. Fedun, Matthew Neuringer, David J. Varoli Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456492 456492 98 G3169 1:00:45 https://www.pli.edu/programs/building-better-construction-contracts/456498?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 12, 2025 in New YorkContracting for Guaranteed Outcomes: Developments in Performance Contracting, Public-Private Partnerships, and As-a-Service Project Models [01:19:57]This segment will cover risk management strategies and procurement considerations essential for drafting and negotiating energy savings, lifecycle, and public sector infrastructure contracts, including public-private partnerships. After completing this session, participants will be able to: Understand basic structures for guaranteed energy savings and EaaS contracts Understand basic procurement structures and considerations for public sector DBOM infrastructure projects and P3’s Review key risks and contracting solutions for long-term operations and maintenance, lifecycle and KPI-performance-based contracts Patrick Miller, Lincoln LoehrkePresentation MaterialContracting for Guaranteed Outcomes: Developments in Performance Contracting, Public-Private Partnerships, and As-a-Service Project ModelsLincoln Loehrke, Patrick MillerContracting for Guaranteed Outcomes: Developments in Performance Contracting, Public-Private Partnerships, and As-a-Service Project Models HandoutLincoln Loehrke, Patrick Miller Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456498 456498 98 G3169 1:19:57 https://www.pli.edu/programs/building-better-construction-contracts/456495?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 12, 2025 in New YorkRecent trends in Dispute Resolution clauses [01:17:45]This session will analyze how dispute resolution clauses in construction contracts are being interpreted and applied and the process for navigating the result. After completing this session, participants will be able to:  To advise clients on the benefits and risk of choosing litigation vs. arbitration Determine if ad hoc or professionally administered arbitration is the best course of action in a given matter Analyze the deal team’s ideal role in the dispute-resolution process Jim Hartnett?, Morgan HyltonPresentation MaterialRecent trends in Dispute Resolution clausesJames Hartnett, Morgan HyltonRecent trends in Dispute Resolution clauses  HandoutJames Hartnett, Morgan Hylton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456495 456495 98 G3169 1:18:27 https://www.pli.edu/programs/building-better-construction-contracts/456489?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 12, 2025 in New YorkEthics in Construction Law: From Joint Ventures to Generative AI [00:57:37]This session will cover key ethical considerations in all aspects of construction contracts and litigation which results thereafter. After completing this session, participants will be able to:  Navigate Conflicts of Interest in the JV context Clarify the scope of representation Understand ethical rules in the negotiation context Understand the tripartite relationship in the context of insurance Determine when the A-C relationship is terminated Understand ethical attorney use of AI and social media David Suchar Presentation MaterialEthics in Construction Law: From Joint Ventures to Generative AIDavid E. SucharEthics in Construction Law: From Joint Ventures to Generative AI  Handout 1David E. Suchar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456489 456489 98 G3169 0:58:19 https://www.pli.edu/programs/building-better-construction-contracts/456501?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 12, 2025 in New YorkBeyond the Standard Forms: AIA Contract Documents that Target Specific Risks [01:18:29]This segment will provide an experienced perspective on how to use and adapt AIA’s contract modules. After completing this session, participants will be able to:Review and analyze AIA’s updated C101 Joint Venture Agreement and C102 Teaming Agreement, and new Design-Build specific Teaming Agreement Discover how new AIA Owner financing documents can provide security to Contractors Explore how AIA lien releases can help protect an Owner and the Project Robin Banks & Peter Comitale Presentation MaterialBeyond the Standard Forms: AIA Contract Documents that Target Specific RisksRobin G. Banks, Peter ComitaleBeyond the Standard Forms: AIA Contract Documents that Target Specific Risks  Handout 1Robin G. Banks, Peter ComitaleBeyond the Standard Forms: AIA Contract Documents that Target Specific Risks  Handout 2Robin G. Banks, Peter Comitale Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456501 456501 98 G3169 1:18:29 https://www.pli.edu/programs/elder-financial-exploitation/456453?tCode=WTC5_RSS01 Banking and finance Consumer protection Elder abuse Litigation Public interest law and pro bono Taken from the Web Program Recorded December 12, 2025 in San FranciscoRecognizing Criminal Elder Abuse and Protecting Victims [01:02:00]Proving Criminal Elder Abuse beyond a reasonable doubt can be difficult but is appropriate in many instances. For civil practitioners, it can be very frustrating not knowing what thresholds and criteria prosecutors are focused on when evaluating cases. In addition, whether or not a criminal case is filed, the community has an abundant amount of resources to support and assist elder and dependent adults when they fall victim to any kind of abuse. In this presentation you will hear from two seasoned criminal prosecutors from San Diego who have worked within these dynamics for decades and can help you understand everything you need to know to support your clients in these cases. After completing this session, participants will be able to:Define criminal elder abuse in CaliforniaUnderstand the challenges and dynamics of adapting civil cases into criminal casesUnderstand the state of affairs in law enforcement’s fight against elder scamsIdentify resources in the community to assist elder and dependent adult victimsKnow what programs exist in our community to help victims work through their traumaDiane Doherty, Scott PirrelloThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Your Safe Place: The San Diego Family Justice Center, Menu of Services (English Version)Diane DohertyYour Safe Place: The San Diego Family Justice Center, Menu of Services (Spanish Version)Diane DohertyYour Safe Place: The San Diego Family Justice Center, Protecting Our Elders: Know the Signs of Abuse & FraudDiane DohertyYour Safe Place: The San Diego Family Justice Center, Brochure (English Version)Diane DohertyYour Safe Place: The San Diego Family Justice Center, Brochure (Spanish Version)Diane DohertyYour Safe Place: The San Diego Family Justice Center, Free Support and Resources for Older and Dependent Adult Abuse SurvivorsDiane DohertySan Diego County District Attorney’s Office, San Diego County Elder and Dependent Adult Abuse Blueprint (2018)Scott PirrelloPresentation MaterialNavigating Criminal Elder Financial Abuse (PowerPoint Slides)Scott PirrelloYour Safe Place: Serving Older and Dependent Adults (PowerPoint Slides)Diane Doherty Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456453 456453 98 G3840 1:02:00 https://www.pli.edu/programs/elder-financial-exploitation/456447?tCode=WTC5_RSS01 Banking and finance Ethics and professional responsibility Elder abuse Litigation Public interest law and pro bono Taken from the Web Program Recorded December 12, 2025 in San FranciscoProviding Ethical and Zealous Advocacy to Clients with Diminished Capacity [01:31:12]Some of the worst financial abuse happens to older adults with impaired capacity. Compounding the issue, attorneys often find it difficult to represent such people’s interests. These clients also raise unique ethical conflicts and might require the support of family members and social workers to provide comprehensive relief. After completing this session, participants will be able to:Understand the difference between capacity and competency and the implications thereof on client-focused legal representationUnderstand cases involving “subclinical” cognitive issues, e.g., the diminishment of executive functioning and how this can lead to elder financial abuseExplain the considerations in working with clients with impaired capacity, including the ethical obligations to provide accommodations as needed and zealous advocacyDetermine when to enlist family members or social workers/case managers to help clients with diminished capacity, in order to link the clients to crucial public benefits and social servicesTony Chicotel, Shawna Reeves, Deena ZacharinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Legal Terms for Social Workers, Older Adults Edition and Social Work Terms for Lawyers, Older Adults EditionShawna ReevesCalifornia Advocates for Nursing Home Reform, Determining Capacity and Representing Clients with Diminished Capacity, An Advocate’s Guide (May 1, 2013)Tony ChicotelDue Process in Competency Determinations Act, Prob. Code, Div. 2, Part 17. Legal Mental Capacity §§810–813Tony ChicotelThe State Bar of California, Standing Committee on Professional Responsibility and Conduct, Formal Opinion Interim No. 13-0002Tony ChicotelRule 1.14 Client with Diminished Capacity—CommentTony ChicotelProb. Code, Div. 4, Pt.1, Chapter 4. Appointment of Legal Counsel §1471Tony ChicotelPresentation MaterialProviding Ethical and Zealous Advocacy to Clients with Diminished Capacity (PowerPoint Slides)Tony Chicotel, Shawna Reeves, Deena Zacharin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456447 456447 98 G3840 1:31:12 https://www.pli.edu/programs/elder-financial-exploitation/456450?tCode=WTC5_RSS01 Banking and finance Consumer protection Elder abuse Litigation Public interest law and pro bono Taken from the Web Program Recorded December 12, 2025 in San FranciscoCombating Civil Elder Financial Exploitation [01:31:30]Elder financial exploitation threatens the safety of our retired elders, especially because older adults can rarely recover their losses from their obvious scammer. By adapting to new technologies, fraudsters outpace our legislators, compounding legal hurdles which must be overcome to right the wrongs through civil remedies. Further, the families of older adults experiencing cognitive decline often feel helpless as they witness their loved ones decline and experience suffering as a direct and insidious result of being exploited. This panel will review the potential civil causes of action available to recover what has been taken through elder financial abuse, modern scam tactics, and related legislation. It will also unveil how protective proceedings including conservatorships may be used to recover damages and protect older adults who lack capacity or are substantially unable to resist fraud or undue influence. After completing this session, participants will be able to:Identify causes of action to consider alleging against banks or financial institutionsAnalyze “Know Your Customer” and “Red Flag” regulations governing banksUnderstand how scammers currently approach potential victimsDescribe topics for potential legislation efforts to curb elder financial abuseConsider probate remedies to protect elders from and deter future abuseLiza de Vries, Kirsten M. Fish, Caleb E. LoganThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Elder Law & Advocacy, Outline: Australia Scams Prevention Framework (SPF) Act (2025)Caleb E. LoganCryptocurrency’s Use in Scams (April 11, 2025)Caleb E. LoganDigital Asset Estate Planning (April 17, 2025)Caleb E. LoganU.S. Department of Justice, Federal Bureau of Investigation, Internet Crime Report (2024)Kirsten M. FishConsumer Financial Protection Bureau, Recovering from Elder Financial Exploitation: A Framework for Policy and Research (September 2022)Kirsten M. FishSample Plaintiff’s Notice of Motion and Motion for Order Remanding Removed Action to State Court; Memorandum of Points and Authorities in Support Thereof, Chan-Hie Kim v. Wells Fargo, No. 3:21-cv-05405-JD (N.D. Cal. 2021)Kirsten M. FishSample Declaration of Kirsten M. Fish in Support of Plaintiff’s Motion for Order Remanding Removed Action to State Court, Chan-Hie Kim v. Wells Fargo, No. 3:21-cv-05405-JD (N.D. Cal. 2021)Kirsten M. FishSample Order Re Remand, Chan-Hie Kim v. Wells Fargo, Re: Dkt. No. 25, No. 21-cv-05405-JD (N.D. Cal. 2021)Kirsten M. FishDepartment of the Treasury Financial Crimes Enforcement Network, Advisory, Re: Advisory to Financial Institutions on Filing Suspicious Activity Reports Regarding Elder Financial Exploitation, FIN-2011-A003 (February 22, 2011)Kirsten M. FishU.S. Treasury Financial Crimes Enforcement Network, Advisory on Elder Financial Exploitation, FIN-2022-A002 (June 15, 2022)Kirsten M. FishLauren Sanders, National Consumer Law Center, Getting Money Back for Scammed Consumers (December 15, 2020)Kirsten M. FishConservatorship Concepts Relevant to Financial Elder Abuse Civil Litigation AttorneysLiza de VriesPresentation MaterialCombating Civil Elder Financial Exploitation (PowerPoint Slides)Liza de Vries, Kirsten M. Fish, Caleb E. LoganDuties of Conservator and Acknowledgment of Receipt of Handbook for Conservators FormLiza de Vries, Kirsten M. Fish, Caleb E. Logan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456450 456450 98 G3840 1:32:12 https://www.pli.edu/programs/coping-with-u.s.-export-controls-and-sanctions/456428?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 11 - 12, 2025 in WashingtonIn-Depth Export Control Conversations [01:03:51]The Policy Context for China Export Controls and Sanctions - Economic, Business, Military and Diplomatic Issues After completing this session, attendees will understand:    Current actions on China’s development of AI and other advanced technologies Possible linkages between trade policy and trade control agendas China’s support for Russia’s military production Taiwan, the Philippines, and the South China Sea Economic environment and barriers to doing business in China Emerging Tech/AIAfter completing this session, attendees will understand:AI diffusion rule – what’s next?Effectiveness of BIS advanced computing regulationsImpact of emerging technology regulation on US semiconductor industryChina’s development of advanced semiconductor technology and AI Sean Stein, Chris McGuireThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:White House Office of Science and Technology Policy, Michael Kratsios, Director, Speech, “Unpacking the White House AI Action Plan with OSTP Director Michael Kratsios” (June 30, 2025)Peter L Flanagan,Christopher R WallThe White House, White House Unveils America’s AI Action Plan (July 23, 2025), available at: https://www.whitehouse.gov/articles/2025/07/white-house-unveils-americas-ai-action-plan/Peter L Flanagan,Christopher R WallThe White House, Winning the Race: America’s AI Action Plan (July 2025)Peter L Flanagan,Christopher R WallU.S. Department of the Treasury, Treasury Sanctions Global Bulletproof Hosting Service Enabling Cybercriminals and Technology Theft (July 1, 2025)Peter L Flanagan,Christopher R WallU.S. Department of the Treasury, Treasury Sanctions Cryptocurrency Exchange and Network Enabling Sanctions Evasion and Cyber Criminals (August 14, 2025)Peter L Flanagan,Christopher R WallPresentation MaterialSegment Handout: In-Depth Export Control ConversationsChris McGuireSegment Handout: In-Depth Export Control ConversationsSean SteinSegment Handout: In-Depth Export Control ConversationsSean SteinSegment Handout: In-Depth Export Control ConversationsKevin J. Wolf Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456428 456428 98 G3073 1:03:51 https://www.pli.edu/programs/coping-with-u.s.-export-controls-and-sanctions/456425?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 11 - 12, 2025 in WashingtonCompliance Best Practices – Industry Perspectives [01:18:59]After completing this session, attendees will understand:  Common structural features of and implementation strategies for high-performing compliance programs in light of agency expectations  Role of risk/compliance assessments in designing and updating compliance programs Industry-specific challenges to managing trade controls risk Managing multilateral sanctions and export control requirements Role of IT tools in supporting trade control compliance Approaches to training and knowledge management across complex regulatory programs Bruno Carbone, Kay C. Georgi, Peter Gundersen, Julie Walker, Rita WarfieldThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Julie Walker, It’s All About Trust (September 21, 2025)Peter L Flanagan,Christopher R WallU.S. Department of Commerce, Bureau of Industry and Security, Guidance on Application of General Prohibition 10 (GP10) to People’s Republic of China (PRC) Advanced-Computing Integrated Circuits (ICs) (May 13, 2025)Peter L Flanagan,Christopher R WallThea Kendler, Tamer A. Soliman, Aiysha Hussain and Nicholas T. Jackson, Mayer Brown LLP, U.S. Commerce Department Announces New Export Compliance Expectations Related to Artificial Intelligence (May 16, 2025)Peter L Flanagan,Christopher R WallPresentation MaterialSegment PPT: Compliance Best Practices – Industry PerspectivesBruno Carbone, Kay C. Georgi, Peter C. Gundersen, Julie Walker, Rita Warfield Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456425 456425 98 G3073 1:19:41 https://www.pli.edu/programs/coping-with-u.s.-export-controls-and-sanctions/456437?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 11 - 12, 2025 in WashingtonRussia and Iran Sanctions: US and non-US Perspectives [01:14:53]After completing this session, attendees will understand: Developments and prospects in U.S. sanctions in light of shifting geopolitical pressures  UK sanctions and export controls, including near-term prospects  EU measures and Member State implementation and enforcement Russian countermeasures on withdrawing companies and expropriation decrees Status of UN sanctions on Iran and “snapback” issues Key differences between and among multilateral sanctions and export controls  David Mortlock, Stephan Müller, Stephen Rademaker, Sara ThannhauserThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of the Treasury, Treasury Targets Iranian Network Evading Sanctions and Enabling Oppression (August 7, 2025)Peter L Flanagan,Christopher R WallU.S. Department of the Treasury, Treasury Intensifies Pressure on Iranian Oil Smuggling and Sanctions Evasion Schemes in Iraq (September 2, 2025)Peter L Flanagan,Christopher R WallU.S. Department of the Treasury, Treasury Takes Massive Action Against High-Profile Iranian Network (July 30, 2025)Peter L Flanagan,Christopher R WallDavis Polk & Wardwell LLP, Client Update, United States Expands Sanctions Targeting Russia’s Energy Sector (January 14, 2025)Peter L Flanagan,Christopher R WallThe White House, Fact Sheet: President Donald J. Trump Addresses Threats to the United States by the Government of the Russian Federation (August 6, 2025), available at: https://www.whitehouse.gov/fact-sheets/2025/08/fact-sheet-president-donald-j-trump-addresses-threats-to-the-united-states-by-the-government-of-the-russian-federation/Peter L Flanagan,Christopher R WallNancy A. Fischer, et al., Pillsbury, Trump Administration Imposes Secondary Tariffs on India Over Russian Oil Imports (August 7, 2025), available at: https://www.globaltradeandsanctionslaw.com/trump-administration-imposes-secondary-tariffs-on-india-over-russian-oil-imports/Peter L Flanagan,Christopher R WallCovington & Burling LLP, Recent EU and UK Russia-Related Sanctions Developments (May 28, 2025)Peter L Flanagan,Christopher R WallCovington & Burling LLP, New UK Sanctions Targeting Russia (April 28, 2025)Peter L Flanagan,Christopher R WallCovington & Burling LLP, New U.S. and UK Sanctions, Including Related to Russia’s Energy Sector (January 15, 2025)Peter L Flanagan,Christopher R WallCovington & Burling LLP, New EU and UK Sanctions Targeting Russia and Belarus (February 28, 2025)Peter L Flanagan,Christopher R WallCovington & Burling LLP, EU Imposes Additional Sanctions Against Russia and Belarus; EU and UK Agree to Tightening of Russian Oil Price Cap (July 22, 2025)Peter L Flanagan,Christopher R WallAlexandra Melia and Ellito Letts, Steptoe LLP, International Compliance Blog, UK Issues Red Alert on Russian Oil Shadow Fleet Sanctions Evasion Network (July 10, 2025)Peter L Flanagan,Christopher R Wall Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456437 456437 98 G3073 1:14:53 https://www.pli.edu/programs/coping-with-u.s.-export-controls-and-sanctions/456434?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 11 - 12, 2025 in WashingtonSanctions Landscape: Looking Beyond Russia and Iran [01:00:54]After completing this session, attendees will understand:  Venezuela sanctions developments Lifting Syria sanctions North Korea Information Technology Worker guidance National Security Policy Memorandum on Cuba International Criminal Court and other sanctions programs  Paul Marquardt, Greta L. Nightingale, Lisa PalluconiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Steptoe LLP, Steptoe’s Economic Sanctions Practice, International Compliance Blog, More Relief for Syria: Commerce and Treasury Ease Export Controls and Revoke Sanctions (September 12, 2025)Peter L Flanagan,Christopher R WallCovington & Burling LLP, Alert, Reimposition of UN-Mandated Sanctions Against Iran and Additional EU and UK Sanctions (October 7, 2025)Peter L Flanagan,Christopher R WallDavis Polk & Wardwell LLP, Client Update, New Terrorist Organization Designations: Implications for U.S. and Global Companies (February 28, 2025)Peter L Flanagan,Christopher R WallDavis Polk & Wardwell LLP, Client Update, U.S. Broadly Relaxes Sanctions, but Not Export Controls, on Syria (June 4, 2025)Peter L Flanagan,Christopher R WallU.S. Department of the Treasury, Treasury Sanctions Clandestine IT Worker Network Funding the DPRK’s Weapons Programs (July 24, 2025)Peter L Flanagan,Christopher R WallU.S. Department of the Treasury, Office of Foreign Assets Control, Publication of Final Rule to Remove the Syria Sanctions Regulations (August 25, 2025), available at: https://ofac.treasury.gov/recent-actions/20250825Peter L Flanagan,Christopher R WallU.S. Department of the Treasury, Office of Foreign Assets Control, 31 CFR Part 542, Syrian Sanctions Regulations, 90 Fed. Reg. 41505, No. 163 (August 26, 2025)Peter L Flanagan,Christopher R WallCovington & Burling LLP, U.S. Commerce Department Eases Export Control Restrictions for Syria (September 8, 2025)Peter L Flanagan,Christopher R WallCovington & Burling LLP, U.S. Substantially Eases Sanctions on Syria; EU and UK Authorities Pursue Similar Actions (May 29, 2025)Peter L Flanagan,Christopher R WallCovington & Burling LLP, U.S. Lifts Comprehensive Sanctions Against Syria and Paves the Way for Modifications to Applicable Export Controls (July 3, 2025)Peter L Flanagan,Christopher R WallGreta L. Nightingale, David J. Ribner and David N. Kelley, O’Melveny & Myers LLP, Alerts & Publications, A New Paradigm for CFIUS: Considerations for Parties Seeking CFIUS Clearance (October 3, 2025)Peter L Flanagan,Christopher R WallPresentation MaterialSegment PPT: Sanctions Landscape: Looking Beyond Russia and IranPaul Marquardt, Greta L. Nightingale, Lisa Palluconi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456434 456434 98 G3073 1:00:54 https://www.pli.edu/programs/coping-with-u.s.-export-controls-and-sanctions/456419?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 11 - 12, 2025 in WashingtonEthics Considerations in Trade Controls Practice [01:03:47]After completing this session, attendees will understand:  Ethical issues in representing parties that are the target of sanctions Permissible compliance advice vs. impermissible restructuring. How far can you go without raising ethics and conflicts issues? Compliance best practices for law firms: handling export-sensitive data, supporting commercial transactions with a sanctions nexus – avoiding the legal pitfalls that can undermine the interests of your client Ethical considerations regarding the scope of general licenses for legal services: scope and variation across sanctions programs Disclosure, waiver and candor issues and the role of FARA in trade controls practice Jeanine McGuinness, Matthew T. West The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Matthew T. West, Rules of Professional Responsibility in an Export Controls/Sanctions Practice (October 2025)Peter L Flanagan,Christopher R WallJeanine P. McGuinness and Matthew T. West, Ethics and Compliance Considerations for Trade Controls Lawyers (2025)Peter L Flanagan,Christopher R WallPresentation MaterialSegment PPT: Ethics Considerations in Trade Controls PracticeJeanine P. McGuinness Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456419 456419 98 G3073 1:03:47 https://www.pli.edu/programs/coping-with-u.s.-export-controls-and-sanctions/456443?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 11 - 12, 2025 in WashingtonYear in Review: New Developments and Initiatives in Sanctions and Export Controls [01:22:06]After completing this session, attendees will understand:  Evolving perspectives on sanctions threats and export control risks   Deployment of new sanctions and export controls tools Future of multilateral export control arrangements  View from the Hill and prospects for new sanctions legislation  Matthew Borman, Karthik Raja, Bradley T. Smith, Erik WoodhouseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Matthew R. Rabinowitz, et al., Pillsbury, Global Trade & Sanctions Law, Breaking News and Insights, Key Takeaways from the CFIUS 2024 Annual Report (August 30, 2025), available at: https://www.globaltradeandsanctionslaw.com/key-takeaways-cfius-2024-annual-report/Peter L Flanagan,Christopher R WallCovington & Burling LLP, Alert, International Trade Controls, U.S. Department of Commerce Establishes Export Control Framework Limiting the Diffusion of Advanced Artificial Intelligence and Expands and Clarifies Advanced Computing Controls (January 21, 2025)Peter L Flanagan,Christopher R WallEvan T. Abrams, et al., Steptoe LLP, International Compliance Blog, National Security and the AI Action Plan: A Deep Dive (July 29, 2025)Peter L Flanagan,Christopher R WallAnjali Belur, et al., Steptoe LLP, International Compliance Blog, Update on ICTS Rules: Recent Actions and Path Ahead in 2025 (February 27, 2025)Peter L Flanagan,Christopher R WallDavis Polk & Wardwell LLP, U.S. Sanctions and Anti-Money Laundering Developments (July 2025) (PowerPoint slides)Peter L Flanagan,Christopher R WallPresentation MaterialSegment PPT: Year in Review: New Developments and Initiatives in Sanctions and Export ControlsMatthew S. Borman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456443 456443 98 G3073 1:22:48 https://www.pli.edu/programs/coping-with-u.s.-export-controls-and-sanctions/456431?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 11 - 12, 2025 in WashingtonCurrent Topics in ITAR Compliance [01:02:14]After completing this session, attendees will understand:  Regulatory updates including defense services rule AUKUS treaty implementation Ukraine and Israel licensing update Prospects for broadening other treaty cooperation arrangements DDTC focus on universities and research centers John P. Barker, Nancy Fischer, Stephen Migala, David A. RingThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Commerce, Bureau of Industry and Security, Department of Commerce Rescinds Biden-Era Firearms Rule, Restoring Common Sense to Export Controls on Civilian Firearms (September 29, 2025)Peter L Flanagan,Christopher R WallJack R. Hayes and Brian J. Fleming, Steptoe LLP, International Compliance Blog, BIS Removes Significant Export Control License Requirements for Australia and the UK Under the Strategic AUKUS Partnership (May 8, 2025)Peter L Flanagan,Christopher R Wall Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456431 456431 98 G3073 1:02:14 https://www.pli.edu/programs/coping-with-u.s.-export-controls-and-sanctions/456440?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 11 - 12, 2025 in WashingtonTightening Controls on China: Developments and Prospects [01:17:55]After completing this session, attendees will understand:  Status of BIS advanced computing and semiconductor manufacturing equipment controls,  Entity List criteria and designations as well as related controls Emerging controls on AI and access to computing capabilities Current licensing and compliance issues/challenges IAPP Privacy credit for Privacy Professionals  Peter Lichtenbaum, Meredith Rathbone, Thea KendlerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Stephen E. Becker, et al., Pillsbury, Trump Administration Rescinds Biden’s AI Diffusion Rule (June 3, 2025), available at: https://www.globaltradeandsanctionslaw.com/trump-administration-rescinds-biden-ai-diffusion-rule/Peter L Flanagan,Christopher R WallU.S. Department of Commerce, Bureau of Industry and Security, Department of Commerce Announces Rescission of Biden-Era Artificial Intelligence Diffusion Rule, Strengthens Chip-Related Export Controls (May 12, 2025)Peter L Flanagan,Christopher R WallU.S. Department of Commerce, Bureau of Industry and Security, 15 CFR Parts 732, 734, 736, 744, and 748, Expansion of End-User Controls to Cover Affiliates of Certain Listed Entities, 90 Fed. Reg. 47201, No. 187 (September 30, 2025)Peter L Flanagan,Christopher R WallU.S. Department of Commerce, Bureau of Industry and Security, 15 CFR Part 748, Revocation of Validated End-User Authorizations in People’s Republic of China, 90 Fed. Reg. 42321, No. 167 (September 2, 2025)Peter L Flanagan,Christopher R WallPresentation MaterialSegment Handout: Tightening Controls on China: Developments and ProspectsPeter LichtenbaumSegment PPT: Tightening Controls on China: Developments and ProspectsPeter Lichtenbaum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456440 456440 98 G3073 1:17:55 https://www.pli.edu/programs/coping-with-u.s.-export-controls-and-sanctions/456422?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 11 - 12, 2025 in WashingtonSpecial Issues in Export Controls [01:02:48]Outbound Investment ControlsAfter completing this session, attendees will understand:Status and scope of outbound investment restrictionsSector and technology priorities Strategies for compliance and parallels to sanctionsLessons learned from early implementationPolicy Tools to Supplement and Reinforce Traditional Export ControlsAfter completing this session, attendees will understand:Coordinating outbound investment restrictions with export controls and targeted sanctionsRole of Section 232 or other national security tariffs in support of export controlsExport controls in Southeast Asian trade agreements – is this a new paradigm?Damara Chambers, Dave Shogren, Alan EstevezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Alexandra Melia, Steptoe LLP, International Compliance Blog, UK Launches Consultation on Changes to Mandatory Notification Requirements Under the National Security and Investment Acts Inbound Investment Regime (August 27, 2025)Peter L Flanagan,Christopher R WallU.S. Department of Commerce, Bureau of Industry and Security, BIS Policy Statement on Controls That May Apply to Advanced Computing Integrated Circuits and Other Commodities Used to Train AI Models (May 13, 2025)Peter L Flanagan,Christopher R WallU.S. Department of Commerce, Bureau of Industry and Security, Industry Guidance to Prevent Diversion of Advanced Computing Integrated Circuits (May 13, 2025)Peter L Flanagan,Christopher R WallSteptoe LLP, Steptoe’s Export Controls and AI Practices, International Compliance Blog, Trump Administration Charts New Path on AI Export Controls with Significant New Guidance and Rescission of Diffusion Rule (May 19, 2025)Peter L Flanagan,Christopher R WallCovington & Burling LLP, U.S. Department of Commerce Establishes Export Control Framework Limiting the Diffusion of Advanced Artificial Intelligence and Expands and Clarifies Advanced Computing Controls (January 21, 2025)Peter L Flanagan,Christopher R WallCovington & Burling LLP, Trump Administrations Issues America First Investment Policy (February 24, 2025)Peter L Flanagan,Christopher R WallCovington & Burling LLP, Reflections on CFIUS and U.S. National Security and Foreign Investment Regulation in the First Four Months of the Trump Administration (June 4, 2025)Peter L Flanagan,Christopher R Wall Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456422 456422 98 G3073 1:02:48 https://www.pli.edu/programs/hot-topics-in-health-care-law/456393?tCode=WTC5_RSS01 Health care Information technology (Health care) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded December 11, 2025 in New YorkTechnology Updates Inside and Outside of Government: Modernization and Use of AI [01:01:10]This panel will explore the new paradigm for modernization including use of AI in healthcare treatment, and the changing legislative and regulatory framework governing AI in the healthcare sector. The session will address the new and expanded federal expansion of AI, the risks and benefits of using AI in the healthcare sector, and some of the innovations driving AI offerings. At the conclusion of this session, participants will have a greater understanding of:Modernization trends at HHS and practical implications for stakeholdersHow the federal government is approaching (and expanding) the use of AI, both within HHS and across the sectorHow industry players are expanding their use of AI in patient careThe risks and benefits of using AI in treating patientsThe possibilities in the coming years as AI use expandsMaura Calsyn, Adam C. Solander The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hogan Lovells, 2025 Horizons Life Sciences and Health CareMaura CalsynUnited States Government Accountability Office, Report to Congressional Requesters, Artificial Intelligence, Generative AI Use and Management at Federal Agencies, GAO-25-107653 (July 2025), available at: https://www.gao.gov/products/gao-25-107653Maura CalsynThe White House, Executive Order on Advancing United States Leadership in Artificial Intelligence Infrastructure (January 14, 2025), available at: https://bidenwhitehouse.archives.gov/briefing-room/presidential-actions/2025/01/14/executive-orderon-advancing-united-states-leadership-in-artificial-intelligence-infrastructure/Maura CalsynU.S. Department of Health and Human Services: Strategic Plan for the Use of Artificial Intelligence in Health, Human Services, and Public Health (Overview Version) (January 2025)Maura CaslynThe White House, Winning the Race, America’s AI Action Plan (July 2025), available at: : https://www.whitehouse.gov/wp-content/uploads/2025/07/Americas-AI-Action-Plan.pdf:David J Farber,Kristen C. GurleyPresentation MaterialAI in Health CareMaura Calsyn, Adam C. Solander Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456393 456393 98 G3251 1:01:10 https://www.pli.edu/programs/hot-topics-in-health-care-law/456387?tCode=WTC5_RSS01 Health care Health care providers International trade Pricing (Pharmaceuticals) Technology Taken from the Web Program Recorded December 11, 2025 in New YorkInternational Trade and Tariffs – Impacts on Drug Pricing, Hospital Prices, Supply Chain Etc. [01:01:45]The past months have brought numerous shifts in trade policy and the imposition of tariffs across numerous industries, including the healthcare sector. Many drugs, biologics, device, medical equipment and other medical products are manufactured overseas and are at of being subject to tariffs. This session will explore how increased tariffs will affect providers and the costs of providing care. After completing this session, participants will have a greater understanding of:How tariffs work, and recent changes tariffs in the health care sectorWhat products are, and could be, subject to increased tariffsHow increased tariffs could affect providing care, and the costs of care, across the countryDeanna Okun The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Pharma Tariffs Are Coming—Are You Ready? (September 2025)Deanna Okun,Lydia PardiniPresentation MaterialInternational Trade and Tariffs Impacts on Drug Pricing, Hospital Prices, and Supply Chain Etc.Deanna Okun Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456387 456387 98 G3251 1:01:45 https://www.pli.edu/programs/hot-topics-in-health-care-law/456378?tCode=WTC5_RSS01 Health care Health care providers Information technology (Health care) Taken from the Web Program Recorded December 11, 2025 in New YorkHospital and Provider Payment Systems [01:00:06]This panel will explore emerging changes in the inpatient, outpatient and physicians’ office payment systems. The panel will address broad trends in the provider setting and key updates from recent payment rulemaking at HHS. At the conclusion of this session, participants will have a greater understanding of:How inpatient payment systems are shiftingHow hospital outpatient payment systems are tightening, including the increase in packaged paymentChanges in the physician fee schedule and in increased auditing of physicians and the treatments they chooseNew trends including hospital transparency and 340B pricing for injectable epinephrin and insulinAmy L. Hunsberger, Preeya Noronha PintoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Manatt, Manatt on Health: Insights You Trust, Medicare Outpatient Hospital Payment Proposed Rule Revives 340B Payment Policies (July 21, 2025)Amy L. HunsbergerManatt, Manatt on Health: Insights, CMS Finalizes Inpatient Payment Rules for 2026 (August 7, 2025)Amy L. HunsbergerLetter to the Honorable Mehmet Oz, M.D., Administrator, Centers for Medicare & Medicaid Services, U.S. Department of Health and Human Services from Preeya Noronha Pinto, Partner, DLA Piper US, Re: Medicare and Medicaid Programs; CY 2026 Payment Policies Under the Physician Fee Schedule and Other Changes to Part B Payment and Coverage Policies; Medicare Shared Savings Program Requirements; and Medicare Prescription Drug Inflation Rebate Program (CMS-1832-P)—Medicare Reimbursement for Skin Substitutes (September 12, 2025)Preeya Noronha PintoPresentation MaterialHospital and Health Care Provider Payment SystemsAmy L. Hunsberger, Preeya Noronha Pinto Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456378 456378 98 G3251 1:00:06 https://www.pli.edu/programs/hot-topics-in-health-care-law/456381?tCode=WTC5_RSS01 Health care Medicare Pharmaceuticals Pricing (Pharmaceuticals) Taken from the Web Program Recorded December 11, 2025 in New YorkDrug Pricing, Supply Chain, PBMs [01:02:16]This session will explore the unfolding experiment in drug price negotiation, and what to expect as negotiated prices take effect in 2026. The session will also address updates related to the 340B Program and PBM reforms. After completing this session, participants will have a greater understanding of:Drug Pricing Executive Orders and the push to implement “most-favored-nation” (MFN) pricingThe Medicare Drug Price Negotiation Program How the Inflation Reduction Act is affecting drug prices and beneficiary access to prescription drugs Updates related to the 340B Program including rebate guidance PBM scrutiny and possible reforms Kristie Gurley (Panel Leader), Victoria M. Corke, Kassandra MaldonadoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Covington & Burling LLP, Alert, Road Map to Trump Administration Drug Pricing Executive Order (April 23, 2025)Victoria M. CorkeCovington & Burling LLP, Alert, Trump Administration Issues Executive Order on “Most-Favored-Nation” Prescription Drug Pricing (May 12, 2025)Victoria M. CorkeCovington & Burling LLP, Alert, CMS Issues Final IPAY 2028 Guidance for the IRA Medicare Drug Price “Negotiation” Program (October 3, 2025)Victoria M. CorkePresentation MaterialDrug Pricing, Supply Chain, PBMsVictoria M. Corke, Kristie Gurley, Kassandra Maldonado Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456381 456381 98 G3251 1:02:16 https://www.pli.edu/programs/hot-topics-in-health-care-law/456390?tCode=WTC5_RSS01 Health care Medicare Medicaid Regulation, compliance, and enforcement (Health care) Taken from the Web Program Recorded December 11, 2025 in New YorkCenters for Medicare and Medicaid Services (CMS) Updates [01:01:42]This panel will explore the changes in priorities, regulations, and enforcement within the Department of Health & Human Services, particularly in CMS. At the conclusion of this session, participants will have a greater understanding of:How HHS’s new priorities are translating into changes in policy related to major CMS programs and initiativesReview of major CMS announcements from 2025 and outlook for 2026How the CMS is implementing and coordinating with other agencies such as DOJ, FTC, and DOL on Executive Orders related to health careRujul Desai, Elizabeth C. KelleyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The White House, Presidential Actions, Executive Order, Lowering Drug Prices by Once Again Putting Americans First (April 15, 2025), available at: https://www.whitehouse.gov/presidentialactions/2025/04/lowering-drug-prices-by-onceagain-putting-americans-first/David J. FarberPresentation MaterialCenters for Medicare and Medicaid Services (CMS) UpdatesRujul H. Desai, Elizabeth C. Kelley Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456390 456390 98 G3251 1:01:42 https://www.pli.edu/programs/hot-topics-in-health-care-law/456384?tCode=WTC5_RSS01 Health care Regulation, compliance, and enforcement (Health care) Taken from the Web Program Recorded December 11, 2025 in New YorkEnforcement Trends in Health Care Law – Lessons Learned in 2025 [01:01:19]This presentation will explain the recent changes in the health care enforcement landscape. After completing this session, participants will have a greater understanding of: Health care enforcement statisticsDOJ health care enforcement trends in 2025Developments in False Claims Act case lawRecent HHS-OIG guidanceLaura F. Laemmle-Weidenfeld, T. Reed Stephens The purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Justice, Office of Public Affairs, Press Release, False Claims Act Settlements and Judgments Exceed $2.9B in Fiscal Year 2024 (January 15, 2025), available at: https://www.justice.gov/archives/opa/pr/false-claims-act-settlements-and-judgments-exceed-29b-fiscal-year-2024Laura F. Laemmle-WeidenfeldU.S. Department of Health and Human Services and U.S. Department of Justice, Health Care Fraud and Abuse Control Program, Annual Report for Fiscal Year 2023 (December 2024), available at: https://oig.hhs.gov/reports/all/2024/health-care-fraud-andabuse-control-program-report-fiscal-year-2023/Laura F. Laemmle-WeidenfeldU.S. Department of Justice, Criminal Division, 2025 National Health Care Fraud Takedown (Updated July 2, 2025), available at: https://www.justice.gov/criminal/criminal-fraud/2025-national-health-carefraud-takedownLaura F. Laemmle-WeidenfeldPresentation MaterialHealthcare Enforcement Trends: Lessons Learned 2025Laura F. Laemmle-Weidenfeld, T. Reed Stephens Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456384 456384 98 G3251 1:02:01 https://www.pli.edu/programs/trade-secrets/456360?tCode=WTC5_RSS01 Ethics and professional responsibility Confidentiality (Ethics and professional responsibility) Intellectual property Trade secrets Trade secret dispute litigation Taken from the Web Program Recorded December 11, 2025 in San FranciscoEthical Issues in Trade Secrets Disputes: Addressing the Three C’s – Conflicts, Confidentiality and Candor [01:06:02]From onboarding potential new clients to issues arising during litigation and after the representation has concluded, the trade secret lawyer must abide by the “Three C’s”: their obligation to protect confidential information, avoid conflicts and abide by their duty of candor to the courts. Attorneys have obligations to maintain the confidentiality of information they acquire when meeting prospective clients (ABA Model Rule 1.18), throughout the course of that representation (ABA Model Rule 1.6), and following that representation (ABA Model Rule 1.9). At the same time, the trade secret lawyer must evaluate the case at every stage to avoid conflicts under Model Rules1.18(c) and 1.9(a). As facts quickly develop and evolve in discovery, including the use of Ediscovery and the use of AI tools to assess litigation evidence and materials to be produced, trade secret lawyers must balance their duty of loyalty to their client with their duty of candor to the court. Cases involving “hallucinated” authority are increasing, not decreasing, and courts are responding with sanctions decisions and new rules and orders advocates must follow. This session will work through several practical hypotheticals to illustrate and resolve ethics issues routine to litigating trade secret cases. After completing this session, participants will be able to:Understand Confidentiality in different phases including:Before Engagement: Formal Opinion 492: when meeting with a prospective client, what duties of confidentiality are owed even if the lawyer is not retained and are there any exceptions?During Litigation: How do lawyers maintain privilege and meet their duty of confidentiality to existing clients under Model Rule 1.6 with the rising use ofThird party e-discovery vendors (Rule 502(d) orders)Litigation funders (CA State Bar Formal Opinion 2020-204)Generative AI tools (ABA Formal Opinion 512)After Representation Concludes: Formal Opinion 479: under Model Rule 1.9(c) what is the “generally known” exception to the duty of former-client confidentiality?Learning about different phases of conflictsFormal Opinion 510: when meeting with a prospective client that does not lead to an engagement, what reasonable measures are required to avoid inputting a lawyer’s conflict of interest to the firm under Model Rule 1.18?Formal Opinion 497: Under Model Rule 1.9(a) and Rule 1.18(c) how do attorneys identify material adversity in the context of conflicts between existing clients on the one hand and former or prospective clients on the other?Discover best practices around candor:The Ediscovery process raises ethical issues related to the duty of candor under ABA Model Rule 3.3. How can counsel ensure they accurately represent to both opposing counsel and the court: (1) the client’s capabilities related to locating and producing ESI in the agreed-upon format; (2) the thoroughness of the searches and review performed; and (3) the contents of the production of electronic discovery?Under Model Rules 3.3, 1.2(d), and 8.4(b) what are the lawyer’s obligations if a client testifies falsely in a deposition or in court or testifies in a manner that conflicts with sworn pleadings in the case?Jennifer A. Kenedy, Kenneth R. LandisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Jennfer A. Kenedy and Matthew J. Kalas, Troutman Pepper Locke LLP, Ethical Issues in Trade Secrets Disputes: Addressing the Three C’s—Confidentiality, Conflicts and CandorJennifer A. KenedyPresentation MaterialEthics, Trade Secrets and The Three C’sJennifer A. Kenedy, Kenneth R. Landis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456360 456360 98 G3197 1:06:02 https://www.pli.edu/programs/trade-secrets/456366?tCode=WTC5_RSS01 Intellectual property Trademark litigation Trade secrets Trade secret dispute litigation Artificial intelligence Taken from the Web Program Recorded December 11, 2025 in San FranciscoArtificial Intelligence: Challenges and Opportunity [01:01:22]Generative AI has already assisted in the development of new drugs, helped develop new treatments and drugs for exploration, and scored in the top 90th percentile of the Uniform Bar Exam. AI Platforms “ingest” enormous amounts of data continuously scraped from the internet and other data sources to “train” the generative AI program. But will AI platforms make more information “readily ascertainable” or “generally known”—leading to fewer protectable trade secrets? What if the “inputs” into an AI platform include a user’s or even a third party’s trade secrets? Who owns the tools for integrating and analyzing data? What can platform owners claim as their own trade secrets, and how can they protect these secrets? Is the use of “injection attacks” that force platforms to reveal their own internal logic and operations lawful reverse engineering or acquisition of trade secrets through improper means? New “answers” to these provocative questions are being generated daily, along with new questions. After completing this session, participants will be able to:Discover AI’s impact on trade secret status (is everything more “readily ascertainable?”) and defenses (does AI provide new paths to “independent development”?)Learn about risks and opportunities of using AI in trade secret litigationConsider how can trade secret owners protect their trade secrets against ingestion by AI toolsLearn how AI platform developers protect their own platforms and dataFind out what are “improper means” of using AI or of learning how AI platforms workLearn about establishing institutional guidelines for using AIConsider future challenges and trends, including agentic AI’s impact on trade secretsIAPP Privacy credit for Privacy Professionals  Victoria A. Cundiff, Cynthia H. Cwik, Matthew D'Amore, Dean A. Pelletier**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cynthia H. Cwik, Christiopher A. Suarez and Lucy L. Thompson, Ch. 10 and Ch. 11, Artificial Intelligence: Legal Issues, Policy, and Practical Strategies, American Bar Association (2024)Cynthia H. CwikResponses to Prompt Re: AI Tools and Trade SecretsCynthia H. CwikAI Regulation & Trade Secrets Protection—Do They Conflict?, AIPLA Innovate (June 30, 2025), available at: https://www.aipla.org/list/innovate-articles/airegulation-trade-secrets-protection-do-they-conflictMatthew D’AmoreStrategic IP Protection for Biotech-Related GenAI, Life Sciences Intellectual Property Review (April 24, 2025), available at: https://www.lifesciencesipreview.com/americas/strategic-ip-protection-for-biotechrelated-genaiDean A. Pelletier Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456366 456366 98 G3197 1:01:22 https://www.pli.edu/programs/trade-secrets/456369?tCode=WTC5_RSS01 Trademark litigation Trade secrets Pleadings (Litigation) Trade secret dispute litigation Technology Taken from the Web Program Recorded December 11, 2025 in San FranciscoLitigating Trade Secret Disputes in the U.S. [01:01:05]The Defend Trade Secrets Act is now 9 years old. It has brought a reliable federal forum for civil trade secret cases. But has it brought a uniform approach to trade secret litigation? After completing this session, participants will be able to:Consider how different courts are applying different pleading requirements on key issues in trade secret disputesUnderstand what “identification” of trade secrets with “particularity” meansAssess when “retention” of documents constitutes “misappropriation” of trade secrets, and how to prevent troubleLearn whether other federal laws, state law, including the UTSA, non-compete law, contract law or law relating to fiduciary duties are relevant to particular disputes that also involve trade secretsTest circumstantial evidence and draw appropriate inferencesDavid S. Almeling, Russell Beck, Benjamin I. Fink, Mindy M. MortonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Russell Beck and Erika Hahn, Beck Reed Riden LLP, The Changing Landscape of Trade Secrets Laws and Noncompete Laws Around the Country (September 10, 2025)Russell BeckBenjamin I. Fink, Neal F. Weinrich, Daniel H. Park and Ashley M. Bowcott, Berman Fink Van Horn P.C., The Defend Trade Secrets Act: Trade Secret Protection Goes FederalBenjamin I. FinkGuest Post: Quintara Clarifies—and Complicates—Trade Secret Identification Under the DTSA, Patently-O (August 20, 2025), available at: https://patentlyo.com/patent/2025/08/damore-trade-secretparticularity.htmlMatthew D’Amore Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456369 456369 98 G3197 1:01:47 https://www.pli.edu/programs/trade-secrets/456363?tCode=WTC5_RSS01 Trademark litigation Trade secrets Damages (Litigation) Trade secret dispute litigation Technology Taken from the Web Program Recorded December 11, 2025 in San FranciscoMonetary Remedies for Misappropriation: Lessons from Recent Verdicts and Appeals [01:03:47]Large damages awards have become part of the landscape of trade secret litigation. So are defense verdicts, reversals, remands, and retrials. What do new decisions tell us about what damages are available in trade secret litigation and how damages theories should be presented and tested? What is the impact of new rules and cases relating to the admissibility of expert opinions? What damages are available in nascent industries in which neither party has yet made material sales? How does injunctive relief impact available damages, and vice versa? How are courts looking at “avoided development costs” and “unjust enrichment” nationally? How closely must damages be “apportioned” to the misappropriated secrets? After completing this session, participants will be able to:Consider the economic impact of alleged misappropriation from the outset of the dispute and refine damages theories in the face of new evidence and rulingsGather relevant economic facts from the client and the adverse partyWork with experts to develop admissible opinionsDetermine appropriate ways of calculating profits and lost profitsDevelop and test appropriate damages theories for specific casesEvaluate the relationship between economic and equitable remediesAmy H. Candido, Hong QiaoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating the Evolving Landscape of Unjust Enrichment Damages in Trade Secret LitigationAmy H. CandidoPresentation MaterialTrade Secret Damages: Lessons from Recent Verdicts and AppealsAmy H. Candido, Hong Qiao Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456363 456363 98 G3197 1:03:47 https://www.pli.edu/programs/trade-secrets/456372?tCode=WTC5_RSS01 Trademark litigation Trade secrets International trade Trade secret dispute litigation Technology Taken from the Web Program Recorded December 11, 2025 in San FranciscoThinking Globally: Sharing Trade Secrets and Litigating Trade Secret Disputes Across Borders [01:00:53]Virtually every business needs to consider cross border issues when managing their trade secrets, particularly in an era increasingly focused on international trade and potential movement of technologies and business relationships across borders. How can businesses prepare? After completing this session, participants will be able to:Understand litigating the extraterritorial reach of the DTSA—what does Motorola v. Hytera mean for future cross border disputes?The impact of venue provisionsWhat connections are required between “acts in furtherance in the U.S.” and damages?Extraterritorial discoveryWill the U.S. become an international forum of choice in trade secret disputes?Discover litigating trade secret disputes in the ITCRecent outcomes and trendsGauging “the public interest”Learn about proposed legislation, in the U.S. and abroadUnderstand how arbitrating international trade secret disputes workDavid H. Herrington, Randy Kay, Jeffrey A. PadeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:David H. Herrington and Euni E. Lee, Cleary Gottlieb Steen & Hamilton LLP, Can the Defend Trade Secrets Act’s Extraterritorial Reach Be Curbed by Forum Non Conveniens?David H. HerringtonJeffrey A. Pade, David M. Valente and Josh Lopez, Paul Hastings LLP, Consequences of the Extraterritorial Application of the Defend Trade Secrets ActJeffrey A. Pade Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456372 456372 98 G3197 1:01:35 https://www.pli.edu/programs/trade-secrets/456375?tCode=WTC5_RSS01 Intellectual property Trademark litigation Trade secrets Trade secret dispute litigation Technology Taken from the Web Program Recorded December 11, 2025 in San FranciscoA Trade Secrets Crash Course: Why Do Trade Secrets Matter and What Should We Be Doing About Them? [01:05:03]Businesses globally of all sizes consistently rank trade secrets as among their most valuable assets. Taking stock of core assets, managing and sharing them to increase value and litigating and defending against claims of misappropriation has become more important than ever. Courts and legislatures are offering detailed guidance that should become part of every lawyer and organization’s “tool kit.” After completing this session, participants will get the latest updates from the courts and will be able to:Understand what information can be protected as a trade secret, and howManage and share trade secretsLearn about drafting errors that can lose cases—and trade secretsUnderstand how combinations and compilations can be protected as trade secrets in the era of big dataLearn how damages and injunctive relief impact each otherIAPP Privacy credit for Privacy Professionals  Victoria A. Cundiff, James PooleyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:A Trade Secret Update 2025: More Nuanced Than Ever (August 15, 2025)Victoria A. CundiffAmicus Brief Submitted by James Pooley in Support of Appellant in Zunum Aero, Inc. v. The Boeing Company (9th Cir. 2024)James PooleyPresentation MaterialA Trade Secrets Crash Course: Why Do Trade Secrets Matter and What Should We Be Doing About Them?Victoria A. Cundiff, James Pooley Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456375 456375 98 G3197 1:05:45 https://www.pli.edu/programs/basics-of-export-controls-and-sanctions-2025/454701?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Banking and finance) International trade Export controls Regulation, compliance, and enforcement (International law) Technology During this period of geopolitical competition and conflict, dynamic regulatory changes, and aggressive enforcement, the rules of international trade are affecting U.S. and multinational corporations in all industries, financial institutions, investors, and other organizations as never before. The Commerce Department's Bureau of Industry and Security (BIS), the State Department's Directorate of Defense Trade Controls (DDTC), and the Treasury Department's Office of Foreign Assets Control (OFAC) each play a critical role in developing, administering, and enforcing the intricate web of export controls and sanctions restrictions governing global trade and investment. Understanding the potential scope of these laws and regulations – and how they can impact your business – is increasingly important as the rules continue to become more complex and more aggressively enforced.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454701 454701 98 G5587 1:03:58 https://www.pli.edu/programs/fair-housing-law-and-practice/456350?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Housing Fair housing Taken from the Web Program Recorded December 10, 2025 in New YorkSource of Income Housing Discrimination [01:00:09]This presentation will describe source of income discrimination laws and latest developments, recent case outcomes, and the role that state attorneys general can play in enforcement. After completing this session, participants will be better able to:Learn the scope and theories of liability of source of income housing discrimination lawsFocus on recent court decisions and settlements in source of income casesUnderstand the impact of source of income discrimination statutesIdentify ways that state attorneys general can enforce and defend state source of income lawsDiane L. Houk, Sandra S. ParkThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Source of Income Housing Discrimination Outline (October 2025)Diane L. Houk,Sandra S. ParkSource of Income Housing Discrimination, Minimum Income Requirements That Exclude Applicants with Rental Subsides, Select MaterialsDiane L. HoukSource of Income Housing Discrimination, Recent Settlements, Remedial Orders and Fees, Select MaterialsDiane L. HoukSource of Income Housing Discrimination, Role of State Attorney General to Enforce and Defend State Source of Income Laws, Select MaterialsSandra S. Park Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456350 456350 98 G3751 1:00:51 https://www.pli.edu/programs/fair-housing-law-and-practice/456354?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Housing Fair housing Regulation, compliance, and enforcement (Real estate) Taken from the Web Program Recorded December 10, 2025 in New YorkFair Housing Fundamentals [01:06:24]This presentation will summarize the Fair Housing Act, focusing first on principles of the federal law and also addressing other related laws. After completing this session, participants will be better able to:Recognize what type of housing is coveredIdentify protected characteristics and what conduct is prohibitedAssess possible remedies for violation of the Fair Housing Act and related lawsUnderstand how to maximize compliance with federal housing lawsEllen Blain, Alice ReiterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Fair Housing Act Fundamentals (Outline) (October 2025)Ellen Blain,Alice ReiterPresentation Material1. Fair Housing Act Fundamentals (PowerPoint Slides)Ellen Blain, Alice Reiter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456354 456354 98 G3751 1:07:06 https://www.pli.edu/programs/fair-housing-law-and-practice/456352?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Fair housing Eviction Taken from the Web Program Recorded December 10, 2025 in New YorkFair Housing Special Topics [01:02:56]Part A. This presentation will review special topics including the intersection between fair housing and eviction defense. After completing this session, participants will be better able to:Recognize the general ways in which fair housing laws can be used in the context of eviction proceedingsAssess contexts in which judges may rely upon fair housing laws to require the modification of procedures normally used in summary eviction proceedingsIdentify how fair housing laws might be used as substantive defenses to evictionPart B. Participants will also be better able to:Understand the overlap between the ADA and the FDAReview design and construction cases including the following topics: Issue spotting in design and construction cases under the FHATypical resolution of a design and construction caseRecent design and construction cases in the SDNYAndrew Darcy, David J. KennedyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Intersection of Fair Housing and Landlord-Tenant LawAndrew DarcyDecision and Order, New York University v. L.M. (N.Y. Civ. Ct. 2025)Andrew DarcyU.S. Department of Justice, Letter to Judge Berman, Re: United States v. L&M 93rd Street LLC, 10 Civ. 7495 (RMB) (October 29, 2010)David J. KennedyConsent Decree, United States v. The Durst Organization, Inc., 14 Civ. 2698 (RA) (S.D.N.Y. 2015)David J. KennedyConsent Decree, United States v. The Durst Organization, Inc., No. 14 Civ. 2698 (RA) (S.D.N.Y. 2016)David J. KennedyStipulated Settlement Agreement and Order, United States v. Atlantic Development Group, LLC, Nos. 17 Civ. 332 (LJL) (RWL), 19 Civ. 9551 (LJL) (RWL) (S.D.N.Y. 2020)David J. KennedyConsent Decree as to Lendlease (US) Construction LMB Inc. F/K/A Bovis Lend Lease LMB, Inc., United States v. Toll Brothers, Inc., 24 Civ. 4632 (S.D.N.Y. 2024)David J. KennedyJoint Report Regarding Compliance with Stipulated Settlement Agreement and Order, United States v. Atlantic Development Group, LLC, Nos. 17 Civ. 332 (LJL) (RWL), 19 Civ. 9551 (LJL) (RWL) (S.D.N.Y. 2025)David J. KennedyMemorandum of Law in Support of the United States of America’s Motion to Enter the Proposed Settlement Agreement with Provost Square I Urban Renewal LLC, United States v. Toll Brothers, Inc., 24 Civ. 4632 (GHW) (S.D.N.Y. 2025)David J. KennedySettlement Agreement Regarding Retrofits at the Morgan, United States v. Toll Brothers, Inc., 24 Civ. 4632 (GHW) (S.D.N.Y. 2025)David J. KennedyPresentation Material2. Part A: The Intersection of Fair Housing and Landlord-Tenant Law (PowerPoint Slides)Andrew Darcy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456352 456352 98 G3751 1:02:56 https://www.pli.edu/programs/staying-out-of-trouble/456342?tCode=WTC5_RSS01 Free speech Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded December 10, 2025 in New YorkLawyers, Judges and the Legal Profession - How Do the Rules of Professional Conduct Apply to “Private” Speech and Conduct? [01:32:29]After this session, attendees will understand:What Conduct Is Covered by the Rules of Professional Conduct and the Judicial Code?Do Lawyers and Judges Have Free Speech Protections?Is Private Conduct Exempt from Bar Regulation?Are Lawyers and Judges Required to be Civil?Is Public Protest Protected Conduct? What Happens When a Lawyer is Arrested?What Happens to Lawyers Who Have Meltdowns?Should the Bar Punish Conduct Unrelated to Clients or Legal Matters?Sarah Diane McShea, Ronald C. Minkoff, James Q. WalkerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Establishing an Effective Cybersecurity Program Consistent with a Lawyer’s Ethical Obligations (2025)James Q. WalkerPresentation MaterialSegment Handout: Lawyers, Judges and the Legal Profession - How Do the Rules of Professional Conduct Apply to “Private” Speech and Conduct?Sarah D. McSheaSegment PPT: Lawyers, Judges and the Legal Profession - How Do the Rules of Professional Conduct Apply to “Private” Speech and Conduct?Sarah D. McShea Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456342 456342 98 G3177 1:33:11 https://www.pli.edu/programs/staying-out-of-trouble/456344?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Taken from the Web Program Recorded December 10, 2025 in New YorkCybersecurity in the Age of Chaos and Confusion - What Should Lawyers Think About in 2025 and Beyond [01:32:52]After this session, attendees will understand:What is a lawyer’s ethical duty with respect to cybersecurity?Duty of competence in exercising appropriate cyber hygiene pre- and post-cyber attackCybersecurity and ethics implications for hybrid workforcesPractical considerations to mitigate cybersecurity riskShould lawyers who are not tech-savvy be required to become techies? What Are “Know-Your-Client” Regulations and How Do They Relate to Cybersecurity, Fraud Prevention and Money-Laundering?Sarah Diane McShea, Ronald C. Minkoff, James Q. WalkerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Establishing an Effective Cybersecurity Program Consistent with a Lawyer’s Ethical Obligations (2025)James Q. WalkerPresentation MaterialSegment PPT: Cybersecurity in the Age of Chaos and Confusion - What Should Lawyers Think About in 2025 and BeyondSarah D. McShea Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456344 456344 98 G3177 1:33:34 https://www.pli.edu/programs/online-platforms/456322?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Legal technology Technology Online platforms Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded December 10, 2025 in San FranciscoUnited States Developments in Online Services: Proposed Legislation and Anticipated Supreme Court Rulings and the Latest Data About Controversies Over Section 230 and AI Concerns [01:50:32]After completing this session, participants will be able to:Discover latest trends in AI/LLM litigationRecognize and understand the recent turmoil in the U.S Copyright Office and how it impacts online platformsLearn about state efforts to regulate internet services and technologiesCathy Gellis, Zach Harned, Corynne McSherryThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Daphne Keller, Regulated Democracy and Regulated Speech, Regulating Social Media Platforms: Government, Speech, and the Law (April 2, 2025)Andrew P. BridgesComplaint for Declaratory and Injunctive Relief and Emergency Temporary Restraining Order Sought, Perlmutter v. Blanche, No. 1:25-cv-01659 (D.D.C. 2025)Andrew P. BridgesOrder, Perlmutter v. Blanche, No. 25-5285 (D.C. Cir. 2025)Andrew P. BridgesOrder on Fair Use, Bartz v. Anthropic PBC, No. C 24-05417 WHA (N.D. Cal. 2025)Andrew P. BridgesOrder Denying the Plaintiffs’ Motion for Partial Summary Judgment and Granting Meta’s Cross-Motion for Partial Summary Judgment, Kadrey v. Meta, No. 23-cv-03417-VC (N.D. Cal. 2025)Andrew P. BridgesBrief for the United States as Amicus Curiae Supporting Petitioners, Cox Communications v. Sony Music Entertainment, No. 24-171 (2025)Andrew P. BridgesThe White House, Winning the Race: America’s AI Action Plan (July 2025)Andrew P. BridgesThe White House, Strengthening American Leadership in Digital Financial TechnologyAndrew P. BridgesThe White House, Establishment of the Strategic Bitcoin Reserve and United States Digital Asset Stockpile (March 6, 2025)Andrew P. BridgesJedediah Wakefield, et al., Fenwick & West LLP, Two Federal Courts Rule That Reproduction of Books to Train LLMs Is Fair Use—But with Caveats and Strikingly Different Views (July 1, 2025)Andrew P. BridgesKimberly Culp, Zach Harned and Kristen Rovai, Fenwick & West LLP, FTC Outlines Five Don’ts for AI Chatbots (July 11, 2024)Andrew P. BridgesStuart P. Meyer, et al., Trump Administration Releases Sweeping Al Action Plan (August 1, 2025)Andrew P. BridgesPresentation MaterialSelect US State AI LegislationZach HarnedList of CasesCathy Gellis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456322 456322 98 G3195 1:50:32 https://www.pli.edu/programs/online-platforms/456325?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Technology Online platforms Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded December 10, 2025 in San FranciscoGlobal Developments in Regulatory Enforcement, Platform Operation, and Online Media [01:47:39]After completing this session, participants will be able to:Discover European regulatory developments: competition, privacy, speech regulationLearn about the U.K. Safety Act and other online legislative laws in the United KingdomKnow the role online platforms can play in international conflictsUnderstand geopolitical shifts and their effect on the American technology sectorProf. Anupam Chander*, Remy Chavannes*, Daphne Keller, Graham Smith**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Remy Chavannes and Arlette Meiring, Brinkhof, The End of the Beginning? Why Europe’s Regulatory Techlash Started, How It’s Been Going, and Where It May Be Headed Next (May 1, 2025)Andrew P. BridgesGraham Smith and Heather Catchpole, Bird & Bird LLP, EU & UK Online Safety Legislation—A Stocktake (October 2024)Andrew P. BridgesGraham Smith, Cyberleagle, Ofcom’s Proactive Technology Measures: Principles-Based or Vague? (August 4, 2025), available at: https://www.cyberleagle.com/2025/08/ofcoms-proactivetechnology-measures.htmlAndrew P. BridgesAnupam Chander, The National Security Internet, 114 GEO. L.J. (Forthcoming 2025)Andrew P. BridgesDaphne Keller, A Primer on Cross-Border Speech Regulation and the EU’s Digital Services Act, Stanford Center for Internet and Society (September 2, 2025), available at: https://cyberlaw.stanford.edu/blog/2025/09/a-primer-on-cross-border-speechregulation-and-the-eus-digital-services-act/Andrew P. BridgesDaphne Keller, The Rise of the Compliant Speech Platform, Lawfare (October 16, 2024), available at: https://www.lawfaremedia.org/article/the-rise-of-thecompliant-speech-platformAndrew P. BridgesPresentation MaterialPlatforms, Speech, and Other Countries’ LawsDaphne KellerEU tech regulation updateRemy ChavannesThe UK Online Safety ActGraham SmithBanning or Taxing Social MediaProf. Anupam Chander Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456325 456325 98 G3195 1:47:39 https://www.pli.edu/programs/online-platforms/456319?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Antitrust) Legal technology Technology Online platforms Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded December 10, 2025 in San FranciscoDiscussions with Leading Lights in the Intersection of Law, Markets, and Justice in the Digital World [01:24:02]After completing this session, participants will be able to:Discover European reactions to U.S online developmentsLearn about the federal administration's technology and antitrust prioritiesUnderstand evolving public and policy perceptions of online platforms and popular technologiesChristopher Jon Sprigman*, Berin Szóka*participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Abigail Slater, U.S. Assistant Attorney General for Antitrust, “The Conservative Roots of America First Antitrust Enforcement,” Prepared Remarks for Delivery at University of Notre Dame Law School (April 28, 2025), available at: https://www.justice.gov/opa/speech/assistant-attorney-general-gailslater-delivers-first-antitrust-address-university-notreAndrew P. BridgesU.S. Federal Trade Commission, Chairman Andrew N. Ferguson, Competition in the 21st Century: Heeding the Rallying Cry for Deregulation, Prepared Remarks Before the International Competition Network Annual Conference 2025, Edinburgh, UK (May 7, 2025)Andrew P. BridgesU.S. Federal Trade Commission, Chairman Andrew N. Ferguson, Keynote Speech, The Attention Economy: How Big Tech Firms Exploit Children and Hurt Families (June 4, 2025)Andrew P. BridgesBerin Szóka, Advertiser Boycotts, Ad Agencies & Political Bias: A Case Study in Politicization of Competition LawAndrew P. BridgesDean Jackson and Berin Szóka, The Far Right’s War on Content Moderation Comes to Europe, Tech Policy Press, (February 11, 2025), available at: https://www.techpolicy.press/the-far-rights-war-oncontent-moderation-comes-to-europe/Andrew P. Bridges Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456319 456319 98 G3195 1:24:02 https://www.pli.edu/programs/online-platforms/456316?tCode=WTC5_RSS01 Antitrust Legal technology Technology Online platforms Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded December 10, 2025 in San FranciscoRoundtable Discussion with Online Platform Experts: Where We Are, and What Lies Ahead [01:29:57]After completing this session, participants will be able to:Understand the long view around online platforms from the past to the present, and the future of Internet and technology policy and regulationLearn about how speech and online platforms play a critical role in today’s polarized societyUnderstand the role of artificial intelligence around online platforms: is it just media panic or a real existential threat?Discover recent trends around Congress and the courts in the shadow of the Executive branchNora Benavidez, Rich JaroslovskyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Selections from Project 2025 Mandate for Leadership, as Relevant to Online PlatformsAndrew P. BridgesThe White House, Presidential Actions, Restoring Freedom of Speech and Ending Federal Censorship (January 20, 2025), available at: https://www.whitehouse.gov/presidential-actions/2025/01/restoring-freedom-of-speech-and-ending-federal-censorship/Andrew P. Bridges Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456316 456316 98 G3195 1:29:57 https://www.pli.edu/programs/construction-risk-mitigation-and-damages-recovery/454607?tCode=WTC5_RSS01 Insurance Real estate Real estate construction Construction contracts The construction of any project is rife with risks, whether they affect cost, quality of the work, timely completion, personal injury or property damage. This program examines those and other risks and offers strategies available to an owner to transfer and mitigate risk and recover damages, ranging from contractual protection to insurance coverage. Faculty consisting of experienced construction attorneys and an insurance consultant with in-depth knowledge of the construction industry will address risk mitigation factors and recompense for losses sustained.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454607 454607 98 G5571 1:02:49 https://www.pli.edu/programs/consumer-financial-services-2023-highlights/456150?tCode=WTC5_RSS01 Consumer finance Financial services Practice skills (Banking and finance) Regulation, compliance, and enforcement (Banking and finance) Taken from the Web Program Recorded December 9, 2025 in San Francisco2025 State Regulatory Year-End Update [01:15:10]This panel will provide a comprehensive overview of key regulatory developments across states over the past year, including initiatives to bridge the gap in federal rulemaking. After attending this panel, attendees will be able to:Identify key regulatory changes in various statesUnderstand state regulatory priorities and trendsConsider the impact of state regulatory initiatives in light of the reduction of federal rulemakingSpeakers: Fanilla Cheng, Patrick Gavin, Shennan A. Kavanagh, Yael Shavit, Julia B. Strickland, Michael WeissThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Massachusetts Office of the Attorney General, Selected MaterialsShennan Kavanagh,Julia B. StricklandNew York State Attorney General and Department of Financial Services, Selected Press ReleasesShennan Kavanagh,Julia B. StricklandCalifornia Department of Financial Protection & Innovation, Selected Press ReleasesShennan Kavanagh,Julia B. Strickland Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456150 456150 98 G4674 1:15:10 https://www.pli.edu/programs/consumer-financial-services-2023-highlights/456147?tCode=WTC5_RSS01 Consumer finance Financial services litigation Regulation, compliance, and enforcement (Banking and finance) Unfair and deceptive, or abusive acts and practices Elder abuse Taken from the Web Program Recorded December 9, 2025 in San Francisco2025 Year-End Litigation Update [01:33:27]This panel will cover private litigation at the state and federal levels, including evolving trial court and appellate trends. We will discuss the key cases and opinions from 2025 and what to expect in 2026, including at the U.S. Supreme Court. After completing this session, participants will be able to:Understand the evolving law regarding fraud and scam claims, including under EFTA and state consumer protection and elder abuse statutesConsider the trends in the use of arbitration to pursue claims individually as well as in mass arbitration.Appreciate the evolving approach to actual and statutory damages claims and other theories extending liability, including under the FCRA, TCPA and EFTAAnticipate an increasing focus on state UDAP claims as federal regulatory efforts are increasingly impacted by changing enforcement prioritiesDiscuss notable court decisionsExplore preemption and visitorial powers litigation issuesAnalyze private litigation trendsSpeakers: Shennan Kavanagh, Thomas Scott-Railton, Julia B. Strickland, Beth E. Terrell, Christopher J. WillisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:McLaughlin Chiropractic Associates, Inc. v. McKesson Corp., 606 U.S. 146 (2024)Beth E. TerrellHeckman, et al. v. Live Nation Entertainment, Inc., No. 23-55770 (9th Cir. 2024)Beth E. TerrellJones v. Starz Entertainment, LLC., No. 24-1645 (9th Cir. 2025)Beth E. TerrellPresentation MaterialBank of America, N.A. v. RiffardShennan Kavanagh, Julia B. Strickland, Beth E. Terrell, Christopher J. WillisBoerner v. LVNV Funding LLCShennan Kavanagh, Julia B. Strickland, Beth E. Terrell, Christopher J. WillisChai v. Velocity Investments, LLCShennan Kavanagh, Julia B. Strickland, Beth E. Terrell, Christopher J. WillisConti v. Citizens Bank, N.A.Shennan Kavanagh, Julia B. Strickland, Beth E. Terrell, Christopher J. WillisEpps v. JP Morgan Chase Bank, N.A.Shennan Kavanagh, Julia B. Strickland, Beth E. Terrell, Christopher J. WillisFausett v. Walgreen CompanyShennan Kavanagh, Julia B. Strickland, Beth E. Terrell, Christopher J. WillisGudex v. Franklin Collection Service, Inc.Shennan Kavanagh, Julia B. Strickland, Beth E. Terrell, Christopher J. WillisKashanian v. National Enterprise Systems, Inc.Shennan Kavanagh, Julia B. Strickland, Beth E. Terrell, Christopher J. WillisKivett v. Flagstar Bank, FSBShennan Kavanagh, Julia B. Strickland, Beth E. Terrell, Christopher J. WillisLako v. Portfolio Recovery AssociatesShennan Kavanagh, Julia B. Strickland, Beth E. Terrell, Christopher J. WillisLimon v. Circle K Stores Inc.Shennan Kavanagh, Julia B. Strickland, Beth E. Terrell, Christopher J. WillisMuha v. Experian Information Solutions, Inc.Shennan Kavanagh, Julia B. Strickland, Beth E. Terrell, Christopher J. WillisVoss v. Quicken Loans, LLCShennan Kavanagh, Julia B. Strickland, Beth E. Terrell, Christopher J. Willis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456147 456147 98 G4674 1:34:09 https://www.pli.edu/programs/consumer-financial-services-2023-highlights/456153?tCode=WTC5_RSS01 Consumer finance Financial services Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Taken from the Web Program Recorded December 9, 2025 in San FranciscoThe Federal Regulatory Landscape: Rulemaking, Enforcement and Supervision [01:12:53]This panel will recap the major developments of 2025 involving the federal financial regulators, including the CFPB, FTC, DOJ and the prudential regulators. We will discuss the rollbacks and modifications of numerous CFPB rules and guidance documents by the agency's new leadership, and the prospect of further rulemaking efforts. In addition, we will survey the enforcement and supervisory activities of the federal regulators, highlighting the areas of priority under the current administration. After attending this panel, participants will be able to:Appreciate the changes in CFPB rulemaking and guidance, and the implications of those changes for industry, state regulators and consumer advocatesUnderstand the enforcement and supervision activities and priorities of the federal financial regulatorsComprehend the regulatory environment for bank-fintech partnershipsAnticipate the impact of a future administration change on federal regulation, and on the industrySpeakers: Shennan Kavanagh, Christopher J. WillisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Stefanie Jackman, Lori Sommerfield, Glen Trudel, Christopher J. Willis and Ethan G. Ostroff, Troutman Pepper Locke LLP, Consumer Financial Services Law Monitor, House Passes Two CRA Resolutions Rolling Back CFPB’s Overdraft and Digital Payment Rules (April 11, 2025), available at: https://www.consumerfinancialserviceslawmonitor.com/2025/04/house-passes-two-cra-resolutions-rolling-backcfpbs-overdraft-and-digital-payment-rules/Christopher J. WillisStefanie Jackman, Jesse Silverman, Christopher J. Willis and Lori Sommerfield, Troutman Pepper Locke LLP, Consumer Financial Services Law Monitor, CFPB Announces 2025 Supervision and Enforcement Priorities (April 17, 2025), available at: https://www.consumerfinancialserviceslawmonitor.com/2025/04/cfpb-announces-2025-supervision-and-enforcement-priorities/Christopher J. WillisStefanie Jackman, Jesse Silverman, Glen Trudel, Christopher J. Willis and Lori Sommerfield, Troutman Pepper Locke LLP, Consumer Financial Services Law Monitor, CFPB Abandons Credit Card Late Fee Rule (April 15, 2025), available at: https://www.consumerfinancialserviceslawmonitor.com/2025/04/cfpb-abandons-credit-card-late-fee-rule/Christopher J. WillisPresident Donald J. Trump, Executive Order, Restoring Equality of Opportunity and Meritocracy (April 23, 2025), available at: https://www.whitehouse.gov/presidential-actions/2025/04/restoring-equality-of-opportunity-and-meritocracy/Christopher J. WillisLori Sommerfield and Christopher J. Willis, Troutman Pepper Locke LLP, Consumer Financial Services Law Monitor, Fifth Circuit Agrees to Dismiss CFPB’s UDAAP Examination Manual Appeal, Aligning with Bureau’s New Regulatory Priorities (May 6, 2025), available at: https://www.consumerfinancialserviceslawmonitor.com/2025/05/fifth-circuit-agrees-to-dismiss-cfpbs-udaapexamination-manual-appeal-aligning-with-bureaus-new-regulatory-priorities/Christopher J. WillisDavid N. Anthony, David M. Gettings, Cindy D. Hanson, Stefanie Jackman, Lori Sommerfield, Christopher J. Willis and Noah DiPasquale, Troutman Pepper Locke LLP, Consumer Financial Services Law Monitor, CFPB Rescinds Dozens of Regulatory Guidance Documents in Major Regulatory Shift (May 9, 2025), available at: https://www.consumerfinancialserviceslawmonitor.com/2025/05/cfpb-rescinds-dozens-of-regulatoryguidance-documents-in-major-regulatory-shift/Christopher J. WillisDavid N. Anthony, Stefanie Jackman, Christopher J. Willis, Chris Capurso and Carlin McCrory, Troutman Pepper Locke LLP, Consumer Financial Services Law Monitor, CFPB Proposes Rules Re-Defining Larger Participants in Multiple Markets (August 21, 2025), available at: https://www.consumerfinancialserviceslawmonitor.com/2025/08/cfpb-proposes-rules-re-defining-larger-participantsin-multiple-markets/Christopher J. WillisKim Phan, Jesse Silverman and Lori Sommerfield, Troutman Pepper Locke LLP, Consumer Financial Services Law Monitor, CFPB Releases New Advance Notice of Proposed Rulemaking on Section 1033 Open Banking Rule (August 22, 2025), available at: https://www.consumerfinancialserviceslawmonitor.com/2025/08/cfpb-releases-new-advance-notice-of-proposedrulemaking-on-section-1033-open-banking-rule/Christopher J. WillisJoseph Reilly, Lori Sommerfield and Christopher J. Willis, Troutman Pepper Locke LLP, Consumer Financial Services Law Monitor, CFPB Officially Extends Compliance Dates for Section 1071 Rule; New Rulemaking Expected Soon (October 6, 2025), available at: https://www.consumerfinancialserviceslawmonitor.com/2025/10/cfpb-officially-extends-compliance-dates-for-section1071-rule-new-rulemaking-expected-soon/Christopher J. WillisLori Sommerfield and Christopher J. Willis, Troutman Pepper Locke LLP, Consumer Financial Services Law Monitor, HUD’s New Direction in Fair Housing Act Enforcement and Rescission of Certain Office of Fair Housing and Equal Opportunity Guidance (September 29, 2025), available at: https://www.consumerfinancialserviceslawmonitor.com/2025/09/huds-new-direction-in-fair-housing-actenforcement-and-rescission-of-certain-office-of-fair-housing-and-equal-opportunity-guidance/Christopher J. Willis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456153 456153 98 G4674 1:13:35 https://www.pli.edu/programs/doing-business-in-and-with-china/456127?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Antitrust) Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded December 9, 2025 in New YorkChina: Cybersecurity, Compliance & Investigations [00:59:41]Law firm, and in-house professionals will share current trends in various compliance fields in China. After completing this session, participants will be able to:Follow best practices in data privacy and cybersecurity in ChinaUpdate on FCPA, antitrust and export control compliance in ChinaLearn about government and internal investigations in ChinaHannah Ji-Otto, Leon Liu, Amelia SchmidtThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:JunHe LLP, JunHe Bulletin, ESG Special Series (No. 34): Top 10 ESG and Sustainability Topics for Chinese Companies in 2025 (June 19, 2025)Josh WangJunHe LLP, JunHe Bulletin, Dispute Resolution, Conflict of Interest Causing Criminal Liability (September 5, 2025)Josh WangJunHe LLP, JunHe Bulletin, Personal Information Protection, Key Highlights of the Administrative Measures for Personal Information Protection Compliance Audits (February 19, 2025)Josh WangJunHe LLP, JunHe Bulletin, Business Gifts: Compliance Boundaries Under Chinese Anti-Bribery Laws (April 7, 2025)Josh WangJunHe LLP, JunHe Special Report, Navigating the DOJ’s New Data Transfer Rule: Implications and Compliance Requirements (May 8, 2025)Josh WangJunHe LLP, QuickHits, DOJ’s New FCPA Guidance and the China Effect (June 2025)Josh (Qiang) WangJunHe Law LLP, JunHe Bulletin, China’s Evolving Data Security Regulatory Framework for Financial Institutions (August 5, 2025)Josh WangJunHe Law LLP, JunHe Bulletin, Financial, A Foreign Broker’s Policy Shift Regarding Chinese Client Onboarding—Takeaways for Compliance Risk Management (September 16, 2025)Josh WangPresentation MaterialNew Challenges for Conducting Cross-Border Internal Investigations--Recap of Year 2025 and What Lies aheadLeon Liu Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456127 456127 98 G4445 0:59:41 https://www.pli.edu/programs/doing-business-in-and-with-china/456130?tCode=WTC5_RSS01 Margins Trademark litigation Regulation, compliance, and enforcement (Intellectual property) Patent litigation Trade secret dispute litigation Taken from the Web Program Recorded December 9, 2025 in New YorkChina: Litigation, Arbitration & IP Protection [00:59:22]Law firm professionals will share best practices in dispute resolution and IP protection, both in China involving a US party and in the US involving a Chinese party. After completing this session, participants will be able to:Learn practical tips in US-China litigation and arbitrationUnderstand cross-border enforcement of court judgments and arbitral awardsIdentify effective strategies for IP protection and enforcement in ChinaJason Kang, Leo (Rundong) Liu, Mevelyn OngThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:JunHe LLP, JunHe Bulletin, Financial, A Look at the Evolution of China’s Virtual Currency Regulation Through a Shanghai Court Case (January 27, 2025)Josh WangJunHe LLP, JunHe Bulletin, Dispute Resolution, Conflict of Interest Causing Criminal Liability (September 5, 2025)Josh WangJunHe LLP, JunHe Special Report, A Chinese Litigation Tool Worth for Patent Holder’s Notice: Introduction of China’s Patent Administrative Infringement Procedure (October 14, 2025)Josh Wang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456130 456130 98 G4445 0:59:22 https://www.pli.edu/programs/doing-business-in-and-with-china/456133?tCode=WTC5_RSS01 Initial public offerings Private equity Capital markets Foreign direct investment Taken from the Web Program Recorded December 9, 2025 in New YorkChina: M&A, Capital Markets & Private Equity [01:04:04]Law firm and in-house professionals will share current trends in M&A, capital markets and private equity in China. After completing this session, participants will be able to:Recognize developments in foreign direct investments made into and exited from ChinaTrack the latest trends in Chinese IPOs and capital marketsUnderstand Chinese private equity developmentsFollow the latest in Chinese outbound investmentsKe Geng, Larry Miao, Jie ZhuThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:JunHe LLP, JunHe Bulletin, Highlights of the New Strategic Investment Rules for Foreign Investors (November 4, 2024)Josh WangJunHe LLP, JunHe Bulletin, Financial, Implementation of the Beneficial Owner Information Management Measures—Regulatory Authorities Clarify Several Requirements (January 3, 2025)Josh WangJunHe LLP, JunHe Bulletin, Financial, A Look at the Evolution of China’s Virtual Currency Regulation Through a Shanghai Court Case (January 27, 2025)Josh WangJunHe LLP, JunHe Bulletin, Financial, More Futures and Options Accessed by QFIs (March 6, 2025)Josh WangJunHe LLP, JunHe Bulletin, Financial, Key Points of the Exchanges’ Implementation Rules for Program Trading (April 22, 2025)Josh WangJunHe LLP, JunHe Bulletin, Financial, Brief Commentary on the Draft Administrative Measures for the Suitability Management of Financial Institution Products (April 24, 2025)Josh WangJunHe LLP, JunHe Bulletin, Financial, Three Measures Introduced to Support the QDLP Pilot Program in Shanghai (April 25, 2025)Josh WangJunHe LLP, JunHe Bulletin, ESG Special Series (No. 34): Top 10 ESG and Sustainability Topics for Chinese Companies in 2025 (June 19, 2025)Josh WangJunHe LLP, JunHe Bulletin, Financial, CSRC Issued the Futures Program Trading Administrative Provisions (June 19, 2025)Josh WangJunHe LLP, JunHe Special Report, Regulatory Regime of China Outbound Investment (July 7, 2025)Josh WangJunHe LLP, JunHe Bulletin, Financial, The SSE and the SZSE Issued Program Trading Reporting Guidelines Under Stock Connect (July 24, 2025)Josh Wang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456133 456133 98 G4445 1:04:04 https://www.pli.edu/programs/energy-law-and-practice/456181?tCode=WTC5_RSS01 Energy Regulation, compliance, and enforcement (Energy) Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded December 9, 2025 in New YorkNuclear Energy Updates [01:00:48]This session will discuss emerging legal issues in the nuclear energy sector. After completing this session, participants will be able to:Identify key legal frameworks and regulatory and oversight bodiesEvaluate compliance and enforcement mechanismsRecognize emerging legal challenges and opportunitiesCCB CEU Credit for Compliance Certification Board Professionals  Stephanie Fishman, Joe McManusPresentation Material1. Hogan Lovells, Amy C. Roma, Stewart Forbes and Stephanie Fishman, How Federal Agencies Are Exercising Reactor Authority Without the NRC (Oct. 16, 2025)Stephanie Fishman2. Hogan Lovells, Amy C. Roma, Stephanie Fishman and Cameron Hughes, What’s Really Going on With Data Centers and Nuclear? (Nov. 6, 2024)Stephanie Fishman3. Reinvigorating the Nuclear Industrial Base, Exec. Order No. 14302, Vol. 90, No. 102, Fed. Reg. 22595-22599 (May 29, 2025)Joe McManus4. ADVANCE Act of 2024, Pub. L. No. 118-67, § 101, 138 Stat. 1450 (2024)Joe McManus5. Ordering the Reform of the Nuclear Regulatory Commission, Exec. Order No. 14300, Vol. 90, No. 102, Fed. Reg. 22587-22590 (May 29, 2025)Joe McManus6. Reforming Nuclear Reactor Testing at the Department of Energy, Exec. Order No. 14301, Vol. 90, No. 102, Fed. Reg. 22591-22593 (May 29, 2025)Joe McManus7. Deploying Advanced Nuclear Reactor Technologies for National Security, Exec. Order No. 14299, Vol. 90, No. 102, Fed. Reg. 22581-22586 (May 29, 2025)Joe McManusPowerPoint: Nuclear Energy UpdatesStephanie Fishman, Joe McManus Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456181 456181 98 G4355 1:00:48 https://www.pli.edu/programs/energy-law-and-practice/456178?tCode=WTC5_RSS01 Energy Energy investment Renewable energy Green technology Commercial litigation Taken from the Web Program Recorded December 9, 2025 in New YorkLegal and Commercial Trends in Renewable Energy Development: 2025-26 [01:01:54]This session will discuss emerging legal actions regarding renewable energy efforts as well as growing commercial green energy endeavors. After completing this session, participants will be able to:Review the impact of cutting-edge technology on energy demandsKnow the growing areas of investment by the private sectorUnderstand litigation trends and outcomesAndrea Lucan, Jessie RobbinsPresentation Material8. Sidley Austin, Energy Update, The Beginning of the End: IRS Guidance Issued on Beginning of Construction Exception for Wind and Solar Tax Credit Repeal (Aug. 25, 2025)Andrea Lucan9. Sidley Austin, Energy Update, The “One Big Beautiful Bill” Act – Navigating the New Energy Landscape (July 15, 2025)Andrea LucanPowerPoint: Legal and Commercial Trends in Renewable Energy Development: 2025-26Andrea Lucan, Jessie Robbins Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456178 456178 98 G4355 1:01:54 https://www.pli.edu/programs/energy-law-and-practice/456166?tCode=WTC5_RSS01 Energy Clean energy Regulation, compliance, and enforcement (Energy) Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded December 9, 2025 in New YorkEnergy Landscape 2025: Where Does Clean Energy Fit Within Skyrocketing Demand and Affordability Challenges? [01:02:02]This session will discuss current legal and regulatory developments across the U.S. energy sector and evolving state and federal policy responses. After completing this session, participants will be able to:Analyze the current state of key U.S. energy resourcesEvaluate the status and trends in permitting regulations and legislationAssess legal and regulatory implications of wildfire liabilityUnderstand the impact of energy-intensive data centers on fossil fuel demandCritically assess ongoing concerns and dissatisfaction with PJM’s capacity marketIdentify the legal challenges arising from increased demand for affordable electricityInterpret how states are responding to current energy challenges, particularly in the wake of the "One Big Beautiful Bill Act," and analyze the legal tools they are using to meet climate and energy goalsSuedeen G. Kelly, Timothy J. Lucey Presentation Material18. Cal. Exec. Order No. N-34-25 (Sept. 30, 2025)Timothy J. Lucey19. Environmental Protection Agency, Texas Underground Injection Control (UIC) Program; Class VI Primacy Application, 40 CFR Part 147, Vol. 90, No. 218, Fed. Reg. 51021-51027 (Nov. 14, 2025)Suedeen G. Kelly20. - 34. Selected Handouts on CoalSuedeen G. Kelly35. - 40. Selected Handouts on Energy EfficiencySuedeen G. Kelly41. H.R.3657 - Hydropower Licensing Transparency ActSuedeen G. Kelly42. - 49. Selected Handouts on Legal ChallengesSuedeen G. Kelly50. Exec. Order No. 14299, 90 Fed. Reg. No. 102, 22581 (May 29, 2025)Suedeen G. Kelly51. Exec. Order No. 14300, 90 Fed. Reg. No. 102, 22587 (May 29, 2025)Suedeen G. Kelly52. Exec. Order No. 14301, 90 Fed. Reg. No. 102, 22591 (May 29, 2025)Suedeen G. Kelly53. Exec. Order No. 14302, 90 Fed. Reg. No. 102, 22595 (May 29, 2025)Suedeen G. Kelly54. - 56. Selected Handouts on PJM Capacity Backlash ResourcesSuedeen G. Kelly57. Part III – Administrative, Procedural, and Miscellaneous, Beginning of Construction Requirements...Suedeen G. Kelly58. - 69. Selected Handouts on State ReponsesSuedeen G. Kelly70. - 73. Selected Handouts on Wind ResourcesSuedeen G. KellyPowerPoint: Energy Landscape 2025: Where Does Clean Energy Fit Within Skyrocketing Demand and Affordability Challenges?Suedeen G. Kelly, Timothy J. Lucey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456166 456166 98 G4355 1:02:44 https://www.pli.edu/programs/energy-law-and-practice/456172?tCode=WTC5_RSS01 Corporate contracts Energy Sustainable energy Practice skills (Energy) Green technology Taken from the Web Program Recorded December 9, 2025 in New YorkStructuring Power Offtake Agreements [01:00:12]This session will discuss the financial and legal aspects of traditional power purchase agreements, community solar, and merchant power sales. After completing this session, participants will be able to:Weigh the pros and cons of differing structuresIdentify the best funding strategyEnsure contract performance and regulatory complianceAdvise clients on power hedgesDiscuss community solar arrangementsCCB CEU Credit for Compliance Certification Board Professionals  Daniel LynchPresentation Material16. Selected Handouts on Structuring Power Offtake AgreementsDaniel W. LynchPowerPoint: Structuring Power Offtake AgreementsDaniel W. Lynch Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456172 456172 98 G4355 1:00:54 https://www.pli.edu/programs/energy-law-and-practice/456175?tCode=WTC5_RSS01 Energy investment Energy efficiency Clean energy Regulation, compliance, and enforcement (Energy) Public utilities (Municipal law) Taken from the Web Program Recorded December 9, 2025 in New YorkThe Critical Role for Transmission for Clean Energy Projects [01:00:32]After completing this session, participants will be able to:Understand the FERC regulatory rules impacting the transmission industry.Gain insight into the generator interconnection processDiscuss how integrating regional planning and generator interconnection might ensure a more reliable system overallReview cost control methods for transmission investment, such as competition, regulatory reform and advanced planning proceduresKaris Anne Parnham, Justin A. SwaimPresentation Material10. 16 U.S.C. § 824 Declaration of Policy; Application of SubchapterKaris Parnham11. Midcontinent Independent System Operator, Inc., 192 FERC ¶ 61,064 (2025) (Docket No. ER25-2454-000)Karis Parnham12. Reliability Standards for Frequency and Voltage Protection Settings and Ride-Through for Inverter-Based Resources, Order No. 909, 192 FERC ¶ 61,076 (July 24, 2025) (to be codified at 18 C.F.R. pt. 40)Karis Parnham13. Building for the Future Through Electric Regional Transmission Planning and Cost Allocation, Order No. 1920-B, 191 FERC ¶ 61,026 (Apr. 11, 2025) (Docket No. RM21-17-003)Karis Parnham14. Secretary of Energy’s Direction that the Federal Energy Regulatory Commission Initiate Rulemaking Procedures...Karis Parnham15. Order Accepting Tariff Revisions, Subject to Condition, Southwest Power Pool, Inc., Docket No. ER25-2296-000, 192 FERC ¶ 61,062 (July 21, 2025)Karis ParnhamPowerPoint: The Critical Role for Transmission for Clean Energy ProjectsKaris Parnham, Justin A. Swaim Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456175 456175 98 G4355 1:01:14 https://www.pli.edu/programs/energy-law-and-practice/456169?tCode=WTC5_RSS01 Energy Sustainable energy Clean energy Regulation, compliance, and enforcement (Energy) Taken from the Web Program Recorded December 9, 2025 in New YorkThe Recent Proliferation of Data Centers: A Legal Overview [00:59:48]This session will address the challenges for data center growth and clean energy goals. After completing this session, participants will be able to:Learn the fundamentals of data centersAssess the impact of increasing data center development on the grid, andReview power supply options for data centersAddress regulatory and market issues associated with data centers co-located with generationArjita Bhan, George “Chip” Cannon, Jr., Filippo LodesaniPresentation Material17. Hogan Lovells, The DOE Proposes a Standardized FERC Interconnection Process for Data Centers and Other Large Industrial Load (Oct. 27, 2025)George (Chip) Cannon, Jr.PowerPoint: The Recent Proliferation of Data Centers: A Legal OverviewArjita Bhan, Filippo Lodesani Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456169 456169 98 G4355 1:00:30 https://www.pli.edu/programs/white-collar-crime/456194?tCode=WTC5_RSS01 White collar crime Practice skills (Litigation) Taken from the Web Program Recorded December 9, 2025 in New YorkLessons Learned from Recent White Collar Trials [01:00:13]Panelists will share lessons learned from recent white collar trials. After completing this session, participants will be able to:Use tried and true techniques to try a high profile white collar caseUnderstand challenges confronting defense counselUse defense strategies that have worked and others that resulted in the “silver medal”Panel Leader: Hon. Hector GonzalezSpeakers: Kiersten A. Fletcher, Brian KleinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Opinion and Order, United States v. Eisenberg, . No. 23-cr-10 (AS) (S.D.N.Y. 2025)James J. Benjamin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456194 456194 98 G3011 1:00:55 https://www.pli.edu/programs/white-collar-crime/456200?tCode=WTC5_RSS01 White collar crime International trade Export controls Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded December 9, 2025 in New YorkSanctions, Export Controls and Tariffs: National Security and International Trade [01:16:14]This panel will address the evolving enforcement landscape in offenses implicating national security and U.S. foreign policy, including current trends in compliance and self-reporting. After completing this session, participants will be able to:Appreciate the current enforcement priorities for sanctions and export controls in the new Administration.Spot potential issues for clients involved in international trade and the national security spaceProvide practical advice to clients operating in the current environmentPanel Leader: Neil H. MacBrideSpeakers: Rachel Alpert, Matthew S. Axelrod, Peter HarrellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gibson Dunn, Sanctions & Export Enforcement and International Trade Advisory & Enforcement Update, BIS Update Conference Takeaways: Expect “Dramatic Increase” in Export Controls Enforcement Against U.S. Adversaries (March 26, 2025)Matthew S. AxelrodGibson Dunn, Sanctions & Export Enforcement and International Trade Advisory & Enforcement Update, DOJ Declines Prosecution of Company for Export Control Offenses by Former Employee: Analysis and Key Takeaways (May 7, 2025)Matthew S. AxelrodGibson Dunn, Sanctions & Export Enforcement, National Security, International Trade Advisory & Enforcement Update, First-Ever DOJ Application of M&A Voluntary Self Disclosures Policy Leads to Declination for Private Equity Firm (June 26, 2025)Matthew S. Axelrod Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456200 456200 98 G3011 1:16:14 https://www.pli.edu/programs/white-collar-crime/456197?tCode=WTC5_RSS01 White collar crime Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded December 9, 2025 in New YorkThe Role of State and Local Government Agencies in White Collar Enforcement [01:13:21]This panel will cover the expanding role of state Attorneys General and local prosecutors in traditional and emerging white collar enforcement areas. After completing this session, participants will be able to:Gain an understanding of the jurisdiction and legal framework for key state agenciesBecome familiar with enforcement priorities for state and local prosecutorsNavigate among sometimes conflicting priorities of federal and state government agenciesPanel Leader: Martine CicconiSpeakers: Shamiso Maswoswe, Judy SalwenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ryan Strasser, Amy Pritchard and Ashley Taylor, How Approaches in State Attorney General Actions Differ from Typical Litigation, West Law Today (February 8, 2023)Brandon J. SmithNational Association of Attorneys General, Interjurisdictional CollaborationBrandon J. SmithPresentation MaterialManhattan District Attorney’s Office ArticlesMartine E. Cicconi & Mark R. Herring, State attorneys general flex new muscle with deceptive trade practices laws, Thomson Reuters (February 23, 2023)Martine E. CicconiMotion For a Preliminary Injunction, Mayor and City Council of Baltimore v. Consumer Financial Protection Bureau (No. 25-cv-00458) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456197 456197 98 G3011 1:13:21 https://www.pli.edu/programs/white-collar-crime/456206?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) White collar crime Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded December 9, 2025 in New YorkReview of Trends and Developments in White Collar Enforcement [01:17:24]This panel will cover developments in white collar enforcement. After completing this session, participants will be able to:Identify current priorities for federal prosecutors and regulators in this period of change.Understand how are the major enforcement agencies are coordinating their effortsEffectively defend their clients in the current enforcement environmentPanel Leader: Jenna M. DabbsSpeakers: Antonia M. Apps, Amanda Houle, Alixandra E. SmithThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Justice, Office of the Deputy Attorney General, Memorandum for All Department Employees, Ending Regulation by Prosecution (April 7, 2025)Jenna M. DabbsU.S. Department of Justice, Office of the Deputy Attorney General, Memorandum for the Criminal Division, Guidelines for Investigations and Enforcement of the Foreign Corrupt Practices Act (FCPA) (June 9, 2025)Jenna M. DabbsU.S. Department of Justice, Office of the Attorney General, Memorandum for All Department Employees, General Policy Regarding Charging, Plea Negotiations, and Sentencing (February 5, 2025)Jenna M. DabbsU.S. Department of Justice, Office of the Attorney General, Memorandum for All Department Employees, Reinstating the Prohibition on Improper Third-Party Settlements (February 5, 2025)Jenna M. DabbsU.S. Department of Justice, Office of the Attorney General, Memorandum for All Department Employees, Restoring The Integrity and Credibility of the Department of Justice (February 5, 2025)Jenna M. DabbsGibson Dunn, Derivatives Update, The CFTC’s New 30-Day Compliance and Enforcement “Sprint” Provides Derivatives Market Participants with a Unique Opportunity (March 17, 2025)Jenna M. DabbsDeborah Connor, et al., Morrison & Foerster LLP, Client Alert, The Department of Justice Announces New Enforcement Policy for Digital Assets (April 10, 2025)Jenna M. DabbsU.S. Securities and Exchange Commission, Chairman Paul S. Atkins, Speech, Keynote Address at the Inaugural OECD Roundtable on Global Financial Markets (September 10, 2025)Jenna M. DabbsU.S. Securities and Exchange Commission, Chairman Paul S. Atkins, Statement on the Spring 2025 Regulatory Agenda (September 4, 2025)Jenna M. DabbsU.S. Securities and Exchange Commission, Chairman Paul S. Atkins, Statement, Harmonization: A New Era of Collaboration Between the SEC and CFTC (September 29, 2025)Jenna M. DabbsU.S. Attorney’s Office, Southern District of New York, Press Release, Startup CEO Charlie Javice Sentenced to 85 Months in Prison for $175 Million Fraud (September 29, 2025)Jenna M. DabbsReview of Trends and Developments in White Collar Enforcement Resource Links (October 14, 2025)Jenna M. DabbsU.S. Department of Justice, Office of the Deputy Attorney General, Memorandum for All Department Employees, Ending Regulation by Prosecution (April 7, 2025)James J. BenjaminJoel M. Cohen, et al., White & Case LLP, Alert, SEC Targeting Cross-Border Fraud, with a Focus on Chinese Companies & Gatekeepers (September 16, 2025)Jenna M. DabbsPresentation MaterialCleary Gottlieb, DOJ Criminal Division Announces White Collar Enforcement Plan and Revisions to Three Key Policies (May 15, 2025)Paul, Weiss, SEC Developments (May 14, 2025)Skadden, Arps, Slate, Meagher & Flom LLP., SEC Leadership Change Results in Key Policy Developments (February 25, 2025)Sullivan & Cromwell LLP, Memo, Final , DOJ Resumes FCPA EnforcementWillkie Farr & Gallagher LLP, Show Me the Money: SEC Eases Path to Publicly Offer Private Placements (March 20, 2025) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456206 456206 98 G3011 1:18:06 https://www.pli.edu/programs/white-collar-crime/456203?tCode=WTC5_RSS01 White collar crime Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Securities fraud Insider trading Taken from the Web Program Recorded December 9, 2025 in New YorkPolicing the Markets: Updates on Securities Investigations and Enforcement [01:15:35]This panel will provide updates on securities investigations and enforcement. After completing this session, participants will be able to:Understand current focus areas in securities and finance-related investigations and enforcementNavigate through current issues such as open-market manipulation and cryptocurrencyStay current on traditional enforcement areas such as insider trading, accounting fraud, and valuationPanel Leader: Steven R. PeikinSpeakers: Sarah M. Evans, Gurbir S. Grewal, Paul G. Hayeck, Sheldon L. Pollock, Andrew ThomasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Justice, Office of the Deputy Attorney General, Memorandum for All Department Employees, Ending Regulation by Prosecution (April 7, 2025)Jenna M. DabbsU.S. Securities and Exchange Commission, Press Release, SEC Crypto 2.0: Acting Chairman Uyeda Announces Formation of New Crypto Task Force (January 21, 2025)James J. BenjaminThe White House, Presidential Actions, Executive Order, Strengthening American Leadership in Digital Financial Technology (January 23, 2025)James J. BenjaminU.S. Securities and Exchange Commission, Staff Accounting Bulletin No. 122 (January 30, 2025)James J. BenjaminU.S. Securities and Exchange Commission, Press Release, SEC Announces Cyber and Emerging Technologies Unit to Protect Retail Investors (February 20, 2025)James J. BenjaminU.S. Securities and Exchange Commission, Press Release, SEC Extends Compliance Dates and Provides Temporary Exemption for Rule Related to Clearing of U.S. Treasury Securities (February 25, 2025)James J. BenjaminU.S. Securities and Exchange Commission, Press Release, SEC Charges Three Arizona Individuals with Defrauding Investors in $284 Million Municipal Bond Offering That Financed Sports Complex (April 1, 2025)James J. BenjaminU.S. Department of Justice, Office of the Deputy Attorney General, Memorandum for All Department Employees, Ending Regulation by Prosecution (April 7, 2025)James J. BenjaminU.S. Securities and Exchange Commission, Press Release, SEC Charges PGI Global Founder with $198 Million Crypto Asset and Foreign Exchange Fraud Scheme (April 22, 2025)James J. BenjaminThe White House, Presidential Actions, Executive Order, Fighting Overcriminalization in Federal Regulations (May 9, 2025)James J. BenjaminU.S. Department of Justice, 9-47.120—Criminal Division Corporate Enforcement and Voluntary Self-Disclosure Policy (May 12, 2025)James J. BenjaminU.S. Securities and Exchange Commission, Commissioner Mark T. Uyeda, Speech, Remarks at the “SEC Speaks” Conference 2025 (May 19, 2025)James J. BenjaminU.S. Securities and Exchange Commission, Chairman Paul S. Atkins, Speech, Prepared Remarks Before SEC Speaks (May 19, 2025)James J. BenjaminU.S. Securities and Exchange Commission, Press Release, Unicoin, Top Executives Charged in Offering Fraud That Raised More Than $100 Million from Thousands of Investors (May 20, 2025)James J. BenjaminU.S. Securities and Exchange Commission, Press Release, Further Extension of Form PF Amendments Compliance Date (June 11, 2025)James J. BenjaminU.S. Securities and Exchange Commission, Withdrawal of Proposed Regulatory Actions (June 12, 2025)James J. BenjaminU.S. Securities and Exchange Commission, Press Release, SEC Extends Compliance Date to Help Broker-Dealers Fully Test and Implement Daily Reserve Computation Requirement (June 25, 2025)James J. BenjaminSlip Opinion, Johnson v. United States, No. 24-1221 (2d Cir. 2025)James J. BenjaminU.S. Department of Justice, Department of Justice Corporate Whistleblower Awards Pilot Program (August 1, 2024; Updated May 12, 2025)James J. BenjaminU.S. Department of Justice, Criminal Division, Memorandum to All Criminal Division Personnel, Matthew R. Galeotti, Head of Criminal Division, Focus, Fairness, and Efficiency in the Fight Against White Collar Crime (May 12, 2025)James J. BenjaminU.S. Securities and Exchange Commission, Chairman Paul S. Atkins, Speech, American Leadership in the Digital Finance Revolution (July 31, 2025)James J. BenjaminOpinion, United States v. Chastain, No. 23-7038 (2d Cir. 2025)James J. BenjaminU.S. Securities and Exchange Commission, Press Release, SEC Creates Task Force to Tap Artificial Intelligence for Enhanced Innovation and Efficiency Across the Agency (August 1, 2025)James J. BenjaminU.S. Securities and Exchange Commission, Press Release, SEC Names Judge Margaret Ryan as Director of the Division of Enforcement (August 21, 2025)James J. BenjaminOpinion, Securities and Exchange Commission v. Sripetch, No. 24-3830, D.C. No. 3:20-cv-01864-H-DTF (9th Cir. 2025)James J. BenjaminUnited States v. Phillips, No. 24-1908-cr (2d Cir. 2025)James J. BenjaminU.S. Securities and Exchange Commission, Commissioner Caroline A. Crenshaw, Statement, ‘Tis the Season for Dismissals: Statement on Ending “Dealer” Lawsuits (May 22, 2025)Gurbir S. Grewal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456203 456203 98 G3011 1:15:35 https://www.pli.edu/programs/eleventh-annual-dealing-with-mda-hot-topics/454500?tCode=WTC5_RSS01 Accounting and financial reporting Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Corporate law Regulation, compliance, and enforcement (International law) CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam.Upon the successful completion of this program, the participant will be able to:• Recall overall considerations for preparing or reviewing MD&A, including the principles-based objectives and three most frequent comment areas, quantitative and qualitative disclosures about material changes, a robust liquidity and capital resources discussion, and meaningful critical accounting estimate disclosures. • Use lessons from the SEC known trends and uncertainties disclosure requirements, enforcement cases, and SEC comments to improve MD&A. • Review several ways to improve MD&A, including overall process steps and focusing on disclosures for inflation, cybersecurity risks, non-GAAP financial measures, and other emerging risks.Course Overview:This program will focus on:• Reviewing the SEC’s principles-based focus on the objective of MD&A• Discussing the requirements for quantitative and qualitative disclosures surrounding material changes and reviewing example disclosures and related comments• Reviewing the requirements for, and example comments about, critical accounting estimate disclosures• Analyzing the requirements for both short- and long-term liquidity and capital resources discussion and reviewing example disclosures• Exploring when to address inflation, cybersecurity, and other emerging risks• Reviewing frequent SEC comments on MD&A• Discussing recent enforcement cases – focusing on known trends• Identifying the latest issues in using non-GAAP measures in MD&A• Enumerating the five ways to improve MD&A• Providing example drafting and review processesCPE Program Level: Update Intended Audience: Accountants and attorneys who deal with SEC reporting and disclosure and related accounting issues, including CFOs, controllers and their staff, internal auditors, partners of public accounting firms and their staff, in-house counsel, and outside attorneysPrerequisites: None Advanced Preparation: NoneInstructional Method: QAS Self-StudyUpdated: Jan 2025Credit 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. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454500 454500 216 G5579 1:04:28 https://www.pli.edu/programs/annual-disclosure-documents/456068?tCode=WTC5_RSS01 Whistleblowers Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Disclosures (Securities and other financial products) Practice skills (Securities and other financial products) Taken from the Web Program Recorded December 8, 2025 in New YorkEthics and Whistleblower Developments: Challenges Related to Preparing and Reviewing Disclosure Documents [01:01:20]This panel will discuss the legal ethics issues related to disclosures and best practices attorneys have developed as a result. After completing this session, attendees will be able to:Better anticipate legal ethics issues that may arise when preparing disclosure documentsGain insight into attorneys’ liabilities as gatekeepersLearn more about appearing and practicing before the Commission: Rule 102(e) proceedingsAnalyze whistleblower developments under Section 21F of the Securities Exchange Act of 1934Better understand SOX 307: the SEC’s up-the-ladder attorney reporting requirementsLearn about the additional impact of these issues and challenges on lawyer’s obligations with respect to ethical behavior, competence, conflicts of interest and other professional responsibilitiesAndrew M. Lawrence, Sarah L. LevineThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Andrew M. Lawrence, Desislava K. Hamilton and Devin J. Benavidez, Appearing and Practicing Before the SEC: Ethical Considerations for Corporate Counsel (Substantive Outline)Andrew M. LawrenceU.S. Securities and Exchange Commission, Commissioner Hester M. Pierce and Commissioner Mark T. Uyeda, Statement, Nothing to See; Nothing to Say: Statement on Recent Whistleblower Awards (September 19, 2024)Scott LesmesPresentation MaterialSegment PowerPoint: Ethics and Whistleblower Developments: Challenges Related to Preparing and Reviewing Disclosure DocumentsAndrew M. Lawrence, Sarah L. Levine Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456068 456068 98 G3070 1:01:20 https://www.pli.edu/programs/annual-disclosure-documents/456080?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Disclosures (Securities and other financial products) ESG (Securities and other financial products) Taken from the Web Program Recorded December 8, 2025 in New YorkOther Significant Disclosure Developments [01:01:03]This panel will discuss the trending issues with ESG disclosures seen in 2025 and other disclosure developments. After completing this session, attendees will be able to:Improve your understanding of ESG disclosures trendsAnalyze cybersecurity risk disclosures & trends, including proposed SEC rules.Gain insight on other emerging disclosure trends.Ryan J. Adams, David M. Lynn, Arden Phillips, Andra TroyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Morrison Foerster LLP, Client Alert, SEC’s Corporation Finance Staff Says the Offer and Sale of “Meme Coins” Does Not Fall Under the Securities Act—The Meming of It All (March 5, 2025)Scott LesmesU.S. Securities and Exchange Commission, Division of Corporation Finance, Statement, Staff Statement on Meme Coins (February 27, 2025)Scott LesmesU.S. Securities and Exchange Commission, Division of Corporation Finance, Statement, Offerings and Registrations of Securities in the Crypto Asset Markets (April 10, 2025)Scott LesmesRyan J. Adams and Scott Lesmes, Morrison Foerster LLP, MoFo Tech, AI Trends for 2025: Advising Boards on AI-Related Disclosure and Governance Obligations (March 3, 2025)Scott LesmesPresentation MaterialSegment PowerPoint: Other Significant Disclosure DevelopmentsRyan J. Adams, David M. Lynn, Arden Phillips, Andra Troy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456080 456080 98 G3070 1:01:03 https://www.pli.edu/programs/annual-disclosure-documents/456074?tCode=WTC5_RSS01 Compensation committees Executive compensation Disclosures (Securities and other financial products) Practice skills (Securities and other financial products) Taken from the Web Program Recorded December 8, 2025 in New YorkDevelopments and Best Practices in Executive Compensation [01:00:38]This panel will discuss the executive compensation developments of 2025 and best practices attorneys have developed as a result. After completing this session, attendees will be able to:Better understand the most common executive compensation trendsReview the trends in independent compensation committee advisersAnticipate and prepare for client questions related to executive compensation in the coming yearMelisa Brower, Edward HauderThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Chairman Paul S. Atkins, Statement, Remarks at the Executive Compensation Roundtable (June 26, 2025)Scott LesmesU.S. Securities and Exchange Commission, Commissioner Hester M. Peirce, Statement, Spare the Trees So Investors Can See the Forest: Remarks Before the Executive Compensation Roundtable (June 26, 2025)Scott LesmesU.S. Securities and Exchange Commission, Commissioner Caroline A. Crenshaw, Statement at the Executive Compensation Roundtable (June 26, 2025)Scott LesmesJones Day, Insights, Could the SEC’s Enforcement Spotlight Return to Executive Perks? (June 2025)Sarah L. LevinePresentation MaterialCourse Materials: 2025 Corporate Governance & Incentive Design SurveyEdward HauderCourse Materials: Federal Trade Commission non-compete action and enforcementMelisa BrowerCourse Materials: Florida Strengthens Non-Compete RestrictionsEdward HauderCourse Materials: Glass Lewis Revises its Pay-for-Performance Evaluation MethodologyEdward HauderCourse Materials: Glass Lewis to End Benchmark Vote Recommendations in 2027Edward HauderCourse Materials: ISS Issues Proposed Policy Updates for 2026Edward HauderCourse Materials: SEC Chair Questions Legality of Non-Binding Shareholder ProposalsEdward HauderCourse Materials: Texas Enacts Landmark Law Targeting Proxy Advisory FirmsEdward HauderSegment PowerPoint: Developments and Best Practices in Executive CompensationMelisa Brower, Edward Hauder Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456074 456074 98 G3070 1:01:20 https://www.pli.edu/programs/annual-disclosure-documents/456083?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 December 8, 2025 in New YorkSEC Division of Corporation Finance Developments’ Impact on Annual Disclosure Requirements [01:07:46]This panel will discuss the SEC developments of 2025 and best practices attorneys have developed as a result. After completing this session, attendees will be able to:Gain insight on the recent SEC rule changes and proposalsBetter understand the areas of SEC staff focusExamine MD&A disclosures of emerging trends such as:InflationArtificial intelligenceEconomic pressuresRyan J. Adams, David M. Lynn, Arden Phillips, Andra TroyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Morrison Foerster LLP, Client Alert, Reminders for the 2025 Reporting Season (February 6, 2025)Scott LesmesMorrison Foerster LLP, Client Alert, Back to the Future: SEC Staff Issues Sweeping New Guidance on Shareholder Proposals Mid-Season (February 13, 2025)Scott LesmesMorrison Foerster LLP, Client Alert, U.S. SEC Expands Accommodations for Confidential Draft Registration Statements (March 5, 2025)Scott LesmesMorrison Foerster LLP, Client Alert, U.S. SEC Reverses Prohibition on Mandatory Arbitration Provisions (September 18, 2025)Scott LesmesPresentation MaterialSegment PowerPoint: SEC Division of Corporation Finance Developments’ Impact on Annual Disclosure RequirementsRyan J. Adams, David M. Lynn, Arden Phillips, Andra Troy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456083 456083 98 G3070 1:08:28 https://www.pli.edu/programs/annual-disclosure-documents/456071?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) 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 December 8, 2025 in New YorkLearnings from Enforcement and the Impact on Disclosure Practices [01:00:09]This panel will discuss the enforcement developments of 2025 and best practices attorneys have developed as a result. After completing this session, attendees will be able to:Identify enforcement priorities and their impact on disclosure practices.Analyze insider trading enforcement cases.Extrapolate lessons from current financial reporting casesReview recent FCPA developments.William F. Johnson, Sarah L. LevineThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Chairman Paul S. Atkins, Statement on the Spring 2025 Regulatory Agenda (September 4, 2025)Scott LesmesJones Day LLP, Insights, SEC Says It’s a “New Day”: A New Agenda and New Leadership (September 2025)Sarah L. LevineJones Day LLP, Insights, SEC Reauthorizes Defendants to Condition Enforcement Settlement Offers on Receiving Waivers of Statutory Disqualifications (October 2025)Sarah L. LevineMorrison Foerster LLP, Client Alert, Sec Lit IQ: MoFo’s Quarterly Federal Securities Litigation and Delaware Corporate Litigation Newsletter (Q2 2025) (July 31, 2025)Scott LesmesPresentation MaterialSegment PowerPoint: Learnings from Enforcement and the Impact on Disclosure PracticesWilliam F. Johnson, Sarah L. Levine Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456071 456071 98 G3070 1:00:51 https://www.pli.edu/programs/annual-disclosure-documents/456077?tCode=WTC5_RSS01 Shareholders (Corporate governance) Securities and other financial products Disclosures (Securities and other financial products) Taken from the Web Program Recorded December 8, 2025 in New YorkAnalysis of the 2025 Proxy Season and Shareholder Proposals [00:59:30]This panel will discuss the proxy season developments of 2024 and best practices attorneys have developed as a result. After completing this session, attendees will be able to:Better understand the 2025 shareholder proposal season and their expectations for 2026.Review SEC Staff legal bulletins on shareholder proposals.Learn about proxy advisory firm developments.Ryan J. Adams, Zally AhmadiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Jonathan Burr, David M. Lynn and Lauren Visek, Goodwin Procter, Public Company Advisory Blog, Early Takeaways from the 2025 Reporting Season (February 13, 2025)David M. LynnMorrison Foerster LLP, Client Alert, A Season of Change: Shareholder Proposals During the 2025 Proxy Season (September 22, 2025)Scott LesmesGoodwin Procter LLP, Newsletters, Public Company Advisory News Roundup, SEC Guidance on Operations During the U.S. Federal Government Shutdown (September 19, 2025–October 2, 2025)David M. LynnMorrison Foerster LLP, Client Alert, SEC Chairman Atkins Casts Doubt on the Validity of Precatory Shareholder Proposals (October 10, 2025)Scott LesmesPresentation MaterialSegment PowerPoint: Analysis of the 2025 Proxy Season and Shareholder ProposalsRyan J. Adams, Zally Ahmadi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456077 456077 98 G3070 0:59:30 https://www.pli.edu/programs/advanced-internet-of-things---beyond-issue-spotting/456119?tCode=WTC5_RSS01 Intellectual property Internet of things Regulation, compliance, and enforcement (Technology) Software Open source software Taken from the Web Program Recorded December 8, 2025 in San FranciscoOpen Source for IoT – Essential and Potentially Risky if Used Incorrectly [01:01:42]IoT devices all contain embedded software, and much of this software is open source software. This session will focus on the particular challenges that arise from the combination of open source licensing and IoT:IoT falls in the highest risk category for open source compliance: distributed consumer electronics productsIssues particular to IoT arising from GPL, including derivative works, and dynamic and static linkingStrategies for compliance with the license notice requirements of open source licenses for embedded softwareSecurity concerns and open source softwareKate DowningThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kate Downing and Aaron Williamson, IoT and the Special Challenges of Open Source Software Licensing (March 23, 2022)Kate DowningU.S. Department of Health and Human Services, Food and Drug Administration, Center for Devices and Radiological Health, Off-the-Shelf Software Use in Medical Devices: Guidance for Industry and Food and Drug Administration Staff (August 11, 2023)Kate DowningU.S. Department of Homeland Security, Cybersecurity and Infrastructure Security Agency, 2025 Minimum Elements for a Software Bill of Materials (SBOM) (August 2025)Kate DowningU.S. Department of Health and Human Services, Food and Drug Administration, Cybersecurity in Medical Devices: Quality Systems Considerations and Content of Premarket Submissions, Guidance for Industry and Food and Drug Administration Staff (Excerpt), pp. 15–17 (June 27, 2025)Kate DowningPresentation MaterialSegment PPT: Open Source for IoT – Essential and Potentially Risky if Used IncorrectlyKate Downing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456119 456119 98 G5084 1:01:42 https://www.pli.edu/programs/advanced-internet-of-things---beyond-issue-spotting/456122?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Contract drafting and negotiation Technology Internet of things Taken from the Web Program Recorded December 8, 2025 in San FranciscoNavigating IoT Agreements: Practical Considerations for IP, Cybersecurity, Compliance, and Liability [01:02:35]This session takes a practical analysis of IoT agreements. In the industrial age, the traditional model for organizing economic activity had been linear value chains running from component suppliers to original equipment manufacturers (OEMs) and finally to end customers. The Internet of Things (IoT) presents a new opportunity for value creation: more components, more data and more service providers. Thus, more contracts! We’ll take a deep dive into select provisions:IP & DataOwnership of IP & Data generated, collected or communicated, processed by services providers, and used by customers/ licensees Scope of Use: all, some, none – and are the rights & benefits sole, shared/joint (with accounting obligations)Cybersecurity: How will the data be stored, secured, transmittedResponsibility for breachesResponsibility for monitoring, patching replacing componentCompliance with Regulations:PrivacyFTC, FDA, FCC, NHTSA, Product Liability & Indemnity:Malfunctions or defectsConsequences for components or dataWarranties, Termination & End-of-life provisions: Addressing obsolescenceLeonard T. NuaraThe 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: Navigating IoT Agreements: Practical Considerations for IP, Cybersecurity, Compliance, and LiabilityLeonard T. Nuara Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456122 456122 98 G5084 1:03:17 https://www.pli.edu/programs/advanced-internet-of-things---beyond-issue-spotting/456107?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Technology Artificial intelligence Internet of things Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded December 8, 2025 in San FranciscoIoT and AI - Smart or Dangerous? [01:30:50]We all know that computers make mistakes. They are programmed by humans, and we humans are imperfect. AI is merely software; it is extremely complex software, but like all other software, is imperfect.This panel will address:Imperfection of Computers and AI: Acknowledging that computers, programmed by fallible humans, are prone to errors, and AI, as complex software, is no exception.AI “Hallucinations”: the phenomenon where AI can “hallucinate,” or in simpler terms, make mistakes.IoT Devices Operating Autonomously: IoT devices often work independently without human oversight, lacking immediate checks on their output.AI Integration in Various Sectors: the infusion of AI into autonomous vehicles, drones, robots, and even everyday appliances.Risks and Responsibilities: the unclear areas of risk and responsibility associated with AI-driven IoT devices in the absence of human control.Impact on Technology Development: how these concerns might influence the development and uptake of AI technologies.Safe Delivery of AI Technologies: how creators can ensure the safe implementation of AI in technology.Leonard T. Nuara (Panel Leader); Kate Downing, John YatesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ben Nassi, Stav Cohen and Or Yahir, Invitation Is All You Need! Promptware Attacks Against LLM-Powered Assistants in Production Are Practical and Dangerous (August 16, 2025)Kate DowningPresentation MaterialSegment PPT: IoT and AI - Smart or Dangerous?Leonard T. Nuara Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456107 456107 98 G5084 1:31:32 https://www.pli.edu/programs/advanced-internet-of-things---beyond-issue-spotting/456110?tCode=WTC5_RSS01 Contractual terms (Corporate contracts) Information privacy (Cybersecurity and data protection) Product liability litigation Technology Internet of things Taken from the Web Program Recorded December 8, 2025 in San FranciscoIoT Litigation—Identifying and Mitigating Risk [01:03:35]IoT devices raise potentially novel issues of direct and secondary liability and implicating doctrines of preemption and immunity. This session will address: Product liabilityPrivacyContractual and other liability issues that arise when IoT devices cause harm or operate in ways not intendedThis presentation will also cover practical things companies can and should do to reduce their exposure.Ian BallonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Artificial Intelligence, Automated Decision-Making, and Data Privacy (2025)Ian C. BallonCalifornia’s IoT Law on the Security of Connected Devices (2025)Ian C. BallonMobile and Internet Contract Formation and Enforcement (2025)Ian C. BallonDefending Cybersecurity Breach Class Action Litigation (2025)Ian C. BallonThe Good Samaritan Exemption—Section 230 of the CDA (2025)Ian C. BallonDefending Data Privacy Class Action Litigation (2025)Ian C. BallonPresentation MaterialSegment PPT: IoT Litigation—Identifying and Mitigating RiskIan C. Ballon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456110 456110 98 G5084 1:04:17 https://www.pli.edu/programs/advanced-internet-of-things---beyond-issue-spotting/456116?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property licensing License terms (Intellectual property) Internet of things Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded December 8, 2025 in San FranciscoData Law and IoT: The Relevance of Specialized Agreements and Policies for Leveraging Data as a Business Asset [01:00:45]Data Law is a new field of law that treats data as a business asset and not just a privacy risk. Data is not technology. Data does not manage itself. Companies use data internally to develop business strategies and improve operations, externally to commercialize data, and in joint ventures where data is the currency of the arrangement. Because IoT is data-driven and often involves AI, it requires specialized agreements and policies. When IoT and data are used as a change agent, including as part of digital transformation, a company must combine its data operations with its IT operations and often with agreements with outside vendors. This session will address these key legal issues as well as:Data agreementsCreating company policies for external transactionsCreating internal company policies for intra-company data transfers and useSpecial agreements required when a company uses specialized data products and services companiesData licenses using the paradigm of “Decision Rights” to define the scope of the license in terms of the decisions that can be made using the data.Data ownership and co-ownership issues and US/international considerationsJohn YatesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New Developments in Data Law & IoT—Ten Key Questions & Answers (September 9, 2025)John C. YatesPresentation MaterialSegment Handout: Data Law and IoT: The Relevance of Specialized Agreements and Policies for Leveraging Data as a Business AssetJohn C. YatesSegment PPT: Data Law and IoT: The Relevance of Specialized Agreements and Policies for Leveraging Data as a Business AssetJohn C. Yates Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456116 456116 98 G5084 1:01:27 https://www.pli.edu/programs/advanced-internet-of-things---beyond-issue-spotting/456113?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Technology Internet of things Taken from the Web Program Recorded December 8, 2025 in San FranciscoEssential Elements of a Privacy Notice for Connected Devices [00:57:30]For all the complexity of building, updating, and securing IoT products, one of the biggest challenges is providing meaningful transparency to consumers. Unlike mobile apps, many IoT devices lack traditional user interfaces, which makes it difficult to deliver clear, complete, and compliant privacy notices. The real question becomes not only what must be disclosed — data types collected, purposes of use, sharing practices, retention periods, and consumer rights — but also how these disclosures can be delivered effectively across constrained interfaces.This challenge is especially pressing for IoT products that integrate machine learning, SDKs, or cloud-based services. In these contexts, layered notices, just-in-time disclosures, and privacy-by-design safeguards become critical to ensuring users understand how their data is being collected, profiled, or shared. Privacy frameworks across jurisdictions (e.g., GDPR, CCPA/CPRA, state-specific requirements) increasingly demand not only formal compliance, but also practical, user-centric approaches that regulators view as fair and trustworthy.Our panel will cover these topics so that attendees should leave with the ability to:Translate mobile privacy guidance (layered notices, just-in-time disclosures, privacy-by-design) into IoT contexts that lack traditional user interfaces.Identify essential elements that every IoT privacy notice must contain and assess when notices are insufficient versus fit for purpose.Distinguish between meaningful transparency and overreaching claims in light of regulatory, consumer, and litigation scrutiny.Recommend practical approaches for tailoring notices and disclosures to product type and data use (including AI/ML features and third-party integrations), while maintaining consistency across jurisdictions.Apply checklists and best practices to operationalize compliance in ways that also build consumer trust.Lydia F. de la Torre, Alan L. Friel, Paola Zeni, Matthew JunodThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Golden Data Law, Turning Mobile Privacy Guidance into IoT Best Practices (September 19, 2025)Lydia F. de la TorreLina M. Khan, Rebecca Kelly Slaughter and Alvaro Bedoya, Federal Trade Commission, Policy Statement of the Federal Trade Commission on Biometric Information and Section 5 of the Federal Trade Commission Act (May 18, 2023), available at: https://www.ftc.gov/legal-library/browse/policystatement-federal-trade-commission-biometric-information-section-5-federal-trade-commissionLydia F. de la TorreElisa Jillson, Federal Trade Commission, Hey Alexa! What Are You Doing with My Data? (June 13, 2023), available at: https://www.ftc.gov/business-guidance/blog/2023/06/hey-alexa-what-are-you-doing-my-dataAlan L. Friel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456113 456113 98 G5084 0:58:12 https://www.pli.edu/programs/ethics-for-corporate-lawyers/456214?tCode=WTC5_RSS01 Corporate law Ethics and professional responsibility Litigation Taken from the Web Program Recorded December 8, 2025 in New YorkEthics for Corporate Lawyers – Part I [01:02:58]After completing this program participants will be able to: Ensure that when using generative AI you do not run afoul of the ethics rulesAvoid potential ethics issues with agreements governing the retention of lawyersUnderstand to what extent a client can deprive you of the discretion afforded to you by the rules of professional conductAppreciate the impact of the new amendments to the Washington, DC ethics rulesDecide if the “hot potato” rule appliesUnderstand when outside counsel may resignRecognize your obligations when advising an organization about conduct that may create legal risks for its constituentsHon. James C. Francis IV (Ret.), David G. Keyko, Jennifer A. Paradise, James Q. WalkerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics for Corporate Counsel—“A New Beginning: The Woman From A.U.N.T.—The First Day Affair” (Outline) (September 2025)David G. Keyko Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456214 456214 98 G3021 1:02:58 https://www.pli.edu/programs/ethics-for-corporate-lawyers/456211?tCode=WTC5_RSS01 Corporate law Ethics and professional responsibility Litigation Taken from the Web Program Recorded December 8, 2025 in New YorkEthics for Corporate Lawyers – Part II [01:09:29]After completing this program participants will be able to:Recognize your obligations when advising an organization about conduct that may create legal risks for its constituents (continued)Be able to draw the line between what is legitimate advocacy and what is notIdentify potential problems with lawyer employment agreementsUnderstand how retaining liens and charging liens work Know what to do if you are the victim of criminal conductDetermine if working remotely is still an issueHon. James C. Francis IV (Ret.), David G. Keyko, Jennifer A. Paradise, James Q. WalkerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics for Corporate Counsel—“A New Beginning: The Woman From A.U.N.T.—The First Day Affair” (Outline) (September 2025)David G. Keyko Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456211 456211 98 G3021 1:09:29 https://www.pli.edu/programs/fintech/455976?tCode=WTC5_RSS01 Fintech Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Securities and other financial products) Digital assets Taken from the Web Program Recorded December 5, 2025 in New YorkFinTech Regulatory Enforcement Updates [01:00:23]Leading industry regulators will discuss the most significant enforcement actions of 2025 and what to expect in 2026. After completing this session, participants will have a greater understanding of:What happened in 2025Takeaways from recent enforcement actionsConsiderations for 2026Deborah L. Connor (Panel Leader), Alessio Evangelista, Yoon Hi Greene, Ladan F. StewartPresentation MaterialMorrison & Foerster LLP, The Department of Justice Announces New Enforcement Policy for Digital AssetsU.S. Department of Justice, Memorandum For All Department Employees, Ending Regulation by ProsecutionThe White House, Strengthening American Leadership in Digital Financial Technology Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455976 455976 98 G3244 1:01:05 https://www.pli.edu/programs/fintech/455964?tCode=WTC5_RSS01 Information technology (Financial services) Fintech Data security Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded December 5, 2025 in New YorkThe Department of Justice’s Data Security Program: Where Things Stand and What Comes Next [01:00:30]This session will explore the Department of Justice’s new Data Security Program (DSP) which went into effect earlier this year and address the U.S. national-security risks posed by the continued efforts of U.S. adversaries to use commercial activities and agreements to access and exploit Americans’ bulk sensitive personal data. After completing this session, participants will have a greater understanding of:        The DSP requirements that companies to institute significant new compliance programs to restrict and in some cases outright prohibit making certain categories of “covered data” accessible to China, Russia, Iran, and other countries of concern.A better understanding of the DSP regulations that are broad, complex, and carry civil and criminal penalties.The views of the U.S. national security concerns that animate them.A review of the developments since the regulatory requirements took effect and strategies to institute an effective programDavid A. Newman (Panel Leader), Paul M. Abbate, Kenn KernPresentation MaterialU.S. Department of Justice, Data Security Program: Compliance GuideU.S. Department of Justice, Keynote Speech at the American Bar Association's 39th National Institute on White Collar CrimeBloomberg Law, DOJ Offers Narrow Window to Comply With New Data Security RulesMorrison & Foerster LLP, NIH Follows in FDA's Footsteps and Adopts "Bulk Sensitive Data" Policy That Goes Beyond DOJ Rule RequirementsThe Department of Justice’s Data Security Program: Where Things Stand and What Comes NextPaul M. Abbate, Kenn Kern, David A. Newman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455964 455964 98 G3244 1:00:30 https://www.pli.edu/programs/fintech/455970?tCode=WTC5_RSS01 Investment advisers Regulation, compliance, and enforcement (Securities and other financial products) Cryptocurrencies Digital assets Taken from the Web Program Recorded December 5, 2025 in New YorkInvestment Funds: A Focus on Digital Assets [01:00:13]With this past year’s change in administration and the creation of the SEC’s Crypto Task Force and Project Crypto, the SEC has been rethinking and potentially revamping its regulatory approach to digital assets. This session will explore digital asset topics that impact investment funds and investment advisers. We’ll examine SEC staff guidance, SEC Crypto Task Force roundtables, industry contributions to the Crypto Task Force, SEC rulemaking, and Congressional efforts. After completing this session, participants will have a greater understanding of:        Custody of digital assets by investment funds and investment advisersTokenization of investment fund securities“Stablecoins” that are investment fund securities and how they differ from non-security stablecoinsInvestment fund and investment adviser participation in DeFiWhat to expect in 2026 Susan Gault-Brown (Panel Leader), Ryan Louvar, Bernard Nolan, Jeremy I. SenderowiczPresentation MaterialGoodwin Procter LLP, Crypto and Commodity-Based ETPs Poised to Boom Following SEC's Approval of Generic Listing StandardsSEC Release, Order Granting Accelerated Approval of Proposed Rule Changes; as Modified by Amendments Thereto, to Adopt Generic Listing Standards for Commodity-Based Trust Shares Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455970 455970 98 G3244 1:00:13 https://www.pli.edu/programs/fintech/455967?tCode=WTC5_RSS01 Financial services Fintech Regulation, compliance, and enforcement (Banking and finance) Technology Digital assets Taken from the Web Program Recorded December 5, 2025 in New YorkBanking, Payments, and FinTech: Blurring the Lines [00:59:28]This session will explore how new technologies, partnerships and regulations are reshaping traditional banking, payments and fintechs. After completing this session, participants will have a greater understanding of:        Recent legislation and evolving regulations in stablecoins, digital currencies and payment applicationsGenerative AI adopted by banks/fintechs and the attendant risks of fraud, bias and regulatory scrutiny.Hottest issues around custody and safekeeping best practices, op and cyber riskJoan Hon (Panel Leader), Ilya Glinchenko, Kristin S. Teager, Corey ThenPresentation MaterialThe Banking Law Journal, The GENIUS Act: A Framework for U.S. Stablecoin Issuance Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455967 455967 98 G3244 0:59:28 https://www.pli.edu/programs/fintech/455973?tCode=WTC5_RSS01 Fintech Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Cryptocurrencies Taken from the Web Program Recorded December 5, 2025 in New YorkTrading and Markets: The Year of Crypto – Evolving Technology, Emerging Challenges [01:00:54]Developments in crypto continue to make headlines. The year has been marked by a significant regulatory shift. That shift is particularly noticeable on the part of the SEC. Among other things, we have seen significant developments on areas such as broker-dealer custody, the use of stablecoins, recordkeeping on the blockchain, and staking and liquid staking, among others. The SEC has also signaled a willingness to consider ways in which the trading of tokenized NMS securities could become a reality — which would be a sea change in the national securities markets. This session will examine recent developments in crypto, areas of major regulatory change, and the implications of these developments for trading, markets and market participants. After completing this session, participants will have a greater understanding of:        Where we are now with crypto, including the latest developments at the SEC and Congress, and what to expect in 2026Developments in crypto-based exchange traded products.Broker-dealer custody and trading of crypto assets, staking and liquid staking by brokers and other intermediaries.Tokenization and the changes it could bring to the national market system and Regulation NMSNeel Maitra (Panel Leader), Ji Hun Kim, Katrina Paglia, Barbara A. StettnerPresentation MaterialU.S. Securities and Exchange Commision, The SEC's Approach to Digital Assets: Inside "Project Crypto" Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455973 455973 98 G3244 1:00:54 https://www.pli.edu/programs/want-to-win-1-cle-credit-attend-this-briefing-on-sweepstakes-contests-and-gaming-law/454176?tCode=WTC5_RSS01 Arts, entertainment, and sports Communications and telecommunications Online and traditional advertising Sweepstakes and promotions Digital marketing (Social media) Everyone loves a prize. Whether it be a lottery jackpot, a sweepstakes prize, or winnings from a successful sports bet, people love the thrill of winning. And marketers love to be associated with that thrill. Brands have long leveraged sweepstakes and contests as part of their marketing strategy, giving away free products, merchandise, event tickets, trips, and everyone’s favorite: cold hard cash. And now that sports betting has become a multibillion-dollar industry, brands are eager to partner with sports betting providers. But the regulatory scheme for these types of promotions (often referred to as “prize promotions”) is complicated and often lags behind modern advancements. This Briefing will provide actionable insights to brands, marketers, agencies, and media platforms on how to appropriately execute prize promotions and partner with sports betting providers.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454176 454176 98 G5578 1:03:01 https://www.pli.edu/programs/immigration--naturalization-institute/456016?tCode=WTC5_RSS01 Immigration and naturalization Taken from the Web Program Recorded December 3 - 4, 2025 in New YorkWashington Update for Immigration Practitioners [01:02:35]This panel will review the state of immigration policy in the nation, focusing on the administration’s impact in their first year in office and anticipating the next 12 months. After this session, participants will be able to:Review priorities of the current administration during its first 10 monthsFocus on how agencies administering immigration matters have been impactedConsider what to expect over the next 12 monthsCynthia Juarez Lange, Jennie Murray, Patrick ShenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:National Immigration Forum, Temporary Protected Status (TPS): Fact Sheet (Updated September 5, 2025)Jennie MurrayNational Immigration Forum, Explainer: Immigration Removal Proceedings and Expanded Mandatory Detention in the U.S. (July 28, 2025)Jennie MurrayNational Immigration Forum, Family Detention Under the Second Trump Administration (July 11, 2025)Jennie MurrayNational Immigration Forum, One Big Beautiful Bill Act: Immigration Provisions (Updated July 2025)Jennie MurrayNational Immigration Forum, Over 2 Million Work Authorizations in Jeopardy Following Immigration Actions (May 9, 2025)Jennie MurrayU.S. Chamber of Commerce, Letter to the Office of Regulatory Affairs and Policy, U.S. Immigration and Customs Enforcement, Re: Establishing a Fixed Time Period of Admission and an Extension of Stay Procedure for Nonimmigrant Academic Students, Exchange Visitors, and Representatives of Foreign Information Media (September 26, 2025)Patrick ShenPresentation MaterialImmigration Context & The Future (PowerPoint Slides)Jennie Murray, Patrick ShenU.S. Chamber of Commerce, Comments Re: Removal of the Automatic Extension of Employment Authorization Documents (Handout)Patrick ShenU.S. Chamber of Commerce, Comment Re: Weighted Selection Process for Registrants and Petitioners Seeking to File Cap-Subject HJ-JB Petitions (Handout)Patrick Shen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456016 456016 98 G3147 1:02:35 https://www.pli.edu/programs/immigration--naturalization-institute/456002?tCode=WTC5_RSS01 Immigration and naturalization SIJS Vulnerable populations Taken from the Web Program Recorded December 3 - 4, 2025 in New YorkVulnerable Populations and Immigration Relief [01:02:05]This panel will discuss relief for displaced populations. After this session, participants will be better able to:Recognize characteristics of individuals who have certain humanitarian relief availableNavigate current Special Immigrant Juvenile Status (SIJS) processesEvaluate key attributes which contribute to U/T visas successDiscover additional immigration strategies for vulnerable populationsDetect and mitigate pitfalls in various immigration strategies for vulnerable populationsDeborah Lee, Cristina RomeroThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:References for SIJS Practitioners (Updated September 18, 2025)Cristina RomeroGuardianship & SIJS Filing Checklist (Updated September 2025)Cristina RomeroPresentation Material6. Vulnerable Populations and Immigration Relief (PowerPoint Slides)Deborah Lee, Cristina Romero Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456002 456002 98 G3147 1:02:05 https://www.pli.edu/programs/immigration--naturalization-institute/455996?tCode=WTC5_RSS01 Immigration and naturalization Taken from the Web Program Recorded December 3 - 4, 2025 in New YorkFederal Court Litigation [01:04:09]This panel will discuss practical pointers about bringing immigration cases to federal court. After completing this session, participants will be able to:Identify the types of litigation that is availableUnderstand how to best use litigation as a tactic for case adjudicationSpot when mass or class actions might be a best optionAppreciate what prerequisites to follow before litigating an immigration caseUnderstand when and when not to bring litigation in a caseCharles H. Kuck, Cyrus D. MehtaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mandamus, When All Else Fails (2019)Charles H. KuckPresentation Material8. Immigration and Federal Court Litigation: When and How (PowerPoint Slides)Charles H. Kuck, Cyrus D. Mehta Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455996 455996 98 G3147 1:04:51 https://www.pli.edu/programs/immigration--naturalization-institute/456006?tCode=WTC5_RSS01 Immigration and naturalization Taken from the Web Program Recorded December 3 - 4, 2025 in New YorkSupreme Court Update and Analysis: Immigration [01:03:32]This panel will analyze Supreme Court and other court decisions impacting immigration practice. After completing this session, participants will be able to:Understand key developments regarding immigration in the federal courts and assess the implicationsUnderstand how these decisions impact the judiciary, the agency, practitioners' day to day cases, and other stakeholdersSpot cases or issues in the pipeline that are significant to watch in the futureProf. Lucas Guttentag, Ira J. KurzbanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Supreme Court and the Prerogative State (September 2025)Ira J. KurzbanPresentation Material4. Supreme Court Update - December 2025 (PowerPoint Slides)Lucas Guttentag, Ira J. Kurzban Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456006 456006 98 G3147 1:03:32 https://www.pli.edu/programs/immigration--naturalization-institute/456012?tCode=WTC5_RSS01 Immigration and naturalization Taken from the Web Program Recorded December 3 - 4, 2025 in New YorkState Department/Consular Affairs Update [01:00:50]This panel will provide updates regarding State Department and Consular issues. After completing this session, participants will be able to:Understand the impact of recent changes and reductions in force at the Department of State and impact to the adjudication of visasReview the current landscape for obtaining NIV (nonimmigrant visa) consular appointmentsRecognize adjudication trends for immigrant and nonimmigrant visasIdentify ways to dislodge pending casesStephen R. Pattison, Kathleen Campbell WalkerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Consular Processing in the Second Trump Administration (August 2025)Stephen R. PattisonDepartment of State Consular Adjudications—The Extreme Vetting Era (September 2025)Kathleen Campbell WalkerPresentation Material3. State Department/Consular Affairs Update (PowerPoint Slides)Kathleen Campbell Walker, Stephen R. Pattison Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456012 456012 98 G3147 1:01:32 https://www.pli.edu/programs/immigration--naturalization-institute/456000?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Immigration and naturalization Taken from the Web Program Recorded December 3 - 4, 2025 in New YorkEthical Issues for the Immigration Practitioner [01:16:29]This panel will address evolving ethical challenges in immigration practice, from shifting policies to emerging technologies. Experts will offer practical guidance on navigating complex duties to clients in a rapidly changing legal landscape. After completing this session, participants will be able to:Recognize unique ethical issues raised by the current immigration landscapeEffectively communicate risks and set realistic expectations with clientsUnderstand the scope and application of the duty of confidentiality and the duty of competence, as well as best practices for handling conflict of interest issues, including when to decline or limit representationSpot and manage ethical concerns related to the use of artificial intelligenceKenneth Craig Dobson, Cyrus D. Mehta, Lauren MigliaccioThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kenneth Craig Dobson, Susan Church and Byron M. Large, Practical and Ethical Considerations in Detention Cases (November 16, 2020)Kenneth Craig DobsonPresentation Material7. Ethical Issues for the Immigration Practitioner (PowerPoint Slides)Kenneth Craig Dobson, Cyrus D. Mehta, Lauren MigliaccioAdditional Resource: Navigating Conflicts Of Interest In H-1B Worker Terminations (Handout)Cyrus D. Mehta Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456000 456000 98 G3147 1:17:11 https://www.pli.edu/programs/immigration--naturalization-institute/456004?tCode=WTC5_RSS01 Immigration and naturalization Family-based immigration Taken from the Web Program Recorded December 3 - 4, 2025 in New YorkFamily-Based Issues in Immigration [01:00:31]This panel will provide practical guidance on navigating the complexities of family-based immigration. Panelists will discuss common challenges and offer strategies to strengthen petitions, respond to procedural hurdles, and protect clients’ eligibility. After attending this session, participants will be better able to:Identify common processing pitfalls in family-based immigration, including adjustment of status vs. consular processing, and managing the National Visa Center (NVC)Understand waiver requirements for inadmissibility and the standards for demonstrating hardshipAssess and respond to the impact of divorce, death, or abuse on family-based immigration casesEstablish the bona fides of a relationship and address marriage fraud presumptionsApply strategies to prevent aging-out of derivative beneficiaries Ally Bolour, Lance ConklinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Family-Based Issues in Immigration Law (Outline) (September 2025)Lance Conklin,Ally BolourFamily-Based Issues in Immigration Law (September 2025) (PowerPoint slides)Lance Conklin,Ally BolourPresentation Material5. Family-Based Issues in Immigration (PowerPoint Slides)Ally Bolour, Lance Conklin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456004 456004 98 G3147 1:00:31 https://www.pli.edu/programs/immigration--naturalization-institute/455998?tCode=WTC5_RSS01 Immigration and naturalization Immigration court Taken from the Web Program Recorded December 3 - 4, 2025 in New YorkDeportation Defense: Practical Strategies in a Time of Significant Change [01:15:58]This panel will provide practical guidance on removal defense in today’s rapidly evolving legal landscape. Panelists will offer insights and tools to help practitioners effectively navigate complex and shifting removal proceedings. After attending this session, participants will be able to:Understand key strategies for trial preparation in the current environment, including how to address Notices to Appear (NTAs), bond proceedings, and pretrial motionsAnalyze a judge’s preferences and courtroom expectations to tailor and strengthen trial strategyAssess criminal removability and explore strategies for relief, including recent legal developments and trendsDevelop effective practices for building the record and presenting a persuasive caseAdvocate for clients amid ongoing and significant changes in immigration law and practiceSkills credit for NY Attorneys Cheryl R. David, Paul SchmidtThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Deportation Defense: Practical Strategies in a Time of Significant Change (September 2025)Paul Wickham (Retired),Cheryl R. David,Paul Wickham Schmidt (Retired) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455998 455998 98 G3147 1:15:59 https://www.pli.edu/programs/immigration--naturalization-institute/456014?tCode=WTC5_RSS01 Immigration and naturalization Taken from the Web Program Recorded December 3 - 4, 2025 in New YorkTrends in Processing and Policy at USCIS – Practical Tips [01:00:45]This panel will address the latest USCIS developments and processing trends. After completing this session, participants will be able to:Understand key changes to USCIS adjudication of casesIdentify adjudication trends, including focus of denials and RFEs (Requests for Evidence)Understand how to identify changes to fees, filing and processingAppreciate timing of adjudicationAlexis S. Axelrad, Anastasia TonelloThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:USCIS Processing Trends—Digital Modernization (September 2025)Anastasia TonelloPresentation Material2. USCIS Processing and Policy Trends (PowerPoint Slides)Alexis S. Axelrad, Anastasia Tonello Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456014 456014 98 G3147 1:01:27 https://www.pli.edu/programs/immigration--naturalization-institute/455994?tCode=WTC5_RSS01 Immigration and naturalization Asylum status Taken from the Web Program Recorded December 3 - 4, 2025 in New YorkAsylum Adjudication Trends and Tips for Success [01:01:16]This panel will explore current trends in asylum adjudication and offer practical strategies for navigating common challenges in today’s complex landscape. Panelists will discuss recent legal developments and share tools to strengthen asylum cases. After attending this session, participants will be able to:Navigate recent procedural changes affecting asylum adjudicationsAnalyze the evolving interpretation of particular social group (PSG) and effectively craft persuasive argumentsEvaluate claims involving domestic violence and gender-based persecutionProperly document and support asylum applications to increase the likelihood of successIdentify and address emerging issues and evolving standards in asylum law and practiceSkills credit for NY Attorneys Prof. Claire R. Thomas, Prof. Paulina VeraThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Matter of C-A-R-R-, 29 I&N Dec. 13 (BIA 2025)Paulina Vera,Claire R. ThomasExecutive Office for Immigration Review (EOIR) Office of the Director, PM 25-28, Pretermission of Legally Insufficient Applications for Asylum (Effective April 11, 2025)Paulina Vera,Claire R. ThomasU.S. Department of Homeland Security, Redacted Letter of I-589 Dismissal (2025)Paulina Vera,Claire R. ThomasMatter of K-E-S-G-, 29 I&N Dec. 145 (BIA 2025)Paulina Vera,Claire R. ThomasMatter of G-C-I-, 29 I&N Dec. 176 (BIA 2025)Paulina Vera,Claire R. ThomasNational Immigration Project and Center for Gender & Refugee Studies (CGRS), Practice Advisory, Fighting for a Day in Court: Understanding and Responding to Pretermission of Asylum Applications (Updated August 27, 2025)Paulina Vera,Claire R. ThomasMatter of R-E-R-M- & J-D-R-M-, 29 I&N Dec. 202 (A.G. 2025)Paulina Vera,Claire R. ThomasMatter of S-S-F-M-, 29 I&N Dec. 207 (A.G. 2025)Paulina Vera,Claire R. ThomasMatter of H-A-A-V-, 29 I&N Dec. 233 (BIA 2025)Paulina Vera,Claire R. ThomasPresentation Material9. Asylum Adjudication Trends and Tips for Success (PowerPoint Slides)Claire R. Thomas, Paulina Vera Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455994 455994 98 G3147 1:01:16 https://www.pli.edu/programs/immigration--naturalization-institute/456010?tCode=WTC5_RSS01 Immigration and naturalization Labor certification Taken from the Web Program Recorded December 3 - 4, 2025 in New YorkPermanent Labor Certification Program (PERM) – Current Adjudication Trends [01:01:16]This panel will analyze current trends in PERM adjudications. After completing this session, participants will be able to:Prepare PERM cases in scenarios involving remote work arrangements and/or no physical presence requirements, and third-party worksites including addressing issues such as how to advertise, notify the candidates, and frame the requirementsDifferentiate travel and work locations for ETA 9141 and ETA 9089 purposes to avoid RFIs (Requests for Information) and denialsAnalyze job duties, job requirements, and job-related factors to anticipate prevailing wage determinationsEnsure qualifications of the employee – education, training, and even work experience with the same employer – are properly entered to avoid summary detailsNavigate PERM labor market testing and Equal Pay Transparency (EPT) LawsHRCI and SHRM Credit for Human Resources ProfessionalsVincent W. Lau, Bob WhiteThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:PERM and the Disappearing Office (May 2023)Vincent W. Lau Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456010 456010 98 G3147 1:01:17 https://www.pli.edu/programs/immigration--naturalization-institute/456008?tCode=WTC5_RSS01 Immigration and naturalization Regulation, compliance, and enforcement (Immigration and naturalization) Government investigations (Immigration and naturalization) Taken from the Web Program Recorded December 3 - 4, 2025 in New YorkPreparing Employers for Government Investigations [01:01:43]This panel will explore how practitioners can represent employers in the face of government investigations. After completing this session, participants will be able to:Understand and prepare for ICE, DOJ, IER, and other enforcement efforts related to immigrationUnderstand government initiatives targeting employersAppreciate what constitutes “Harboring”Identify what factors lead to criminal investigationsHRCI and SHRM Credit for Human Resources ProfessionalsMarketa Lindt, Allen Orr, Jr.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Worksite Investigation and Harboring: What Practitioners Need to Know (September 2025)Allen Orr Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456008 456008 98 G3147 1:01:43 https://www.pli.edu/programs/telecommunications-policy--regulation/455884?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded December 3, 2025 in WashingtonSpace and Satellite Hot Topics [01:02:22]This panel will examine the evolving policy and regulatory landscape of the satellite industry. The discussion will explore recent and anticipated developments on key issues including the Federal Communications Commission’s (FCC) efforts to streamline satellite licensing and authorization processes; initiatives to expand and refine spectrum sharing among spectrum users; the current role of FCC/NTIA coordination; industry structure and its implications for competition and innovation; the future of direct-to-device and hybrid networks; the role of the International Telecommunication Union (ITU) in global spectrum coordination and management; and emerging concerns related to orbital debris and environmental impacts. After completing this session, participants will be able to:Understand recent regulatory and market trends shaping the satellite industryGrasp the import of the FCC’s current and future satellite streamlining and spectrum-sharing initiativesRecognize the role of the ITU in international satellite policy and spectrum coordinationIdentify key challenges and policy debates surrounding industry consolidation and sustainability in space operationsJonathan Bair (Panel Leader), Kara Leibin Azocar, Michael Carlson, Brooke Donilon, Daniel Mah, Jay Schwarz, Merissa VelezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Communications Law 2025 (September 2025)Kathleen A. Kirby,Ari S. Meltzer,Tawanna D. LeeFederal Communications Commission, Press Release, Chairman Carr Launches FCC’s ‘Space Month’ Agenda (October 6, 2025)Michele C. Farquhar,Diane Griffin Holland,Bryan N. TramontNational Telecommunications and Information Administration, NTIA, NASA Recommend 18 GHz Band Allocation to Bolster Commercial Space Activities (May 1, 2025)Michele C. Farquhar,Diane Griffin Holland,Bryan N. TramontThe National Telecommunications and Information Administration and The National Aeronautics and Space Administration, 18 GHz Band Report, NTIA Report 25-01 (March 2025)Michele C. Farquhar,Diane Griffin Holland,Bryan N. Tramont Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455884 455884 98 G3037 1:03:04 https://www.pli.edu/programs/telecommunications-policy--regulation/455894?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded December 3, 2025 in WashingtonDevelopments in Deployment Issues: Spectrum, Wireline, Wireless, NEPA and More [01:01:48]With the passage of the One Big Beautiful Bill Act and implementation of the FCC Chairman’s Build America Agenda, policymakers and regulators are focused on increasing access to spectrum resources to unleash innovation, remove barriers to infrastructure deployment, and spur investment in ways designed to increase access to technology and secure the Nation’s networks. Armed with restored auction authority, the FCC will play a key role in achieving the Administration’s spectrum policy goals, in collaboration with other Federal Government partners and industry stakeholders. What tools are available to policymakers and regulators to achieve these infrastructure deployment goals, and what challenges will they face? After completing this session, participants will be able to:Understand the Administration’s strategy to achieve its deployment goals, including through deregulationEvaluate competing policy goals including federal vs. commercial use, sharing vs. exclusive-use, and licensed vs. unlicensed useUnderstand the role of satellite technology, 5G and beyond in meeting deployment policy goalsIdentify what process reforms are needed to support deployment and innovationAdvise clients regarding near-term and long-term spectrum opportunitiesStephen J. Conley (Panel Leader), Allison Baker, Edyael Casaperalta Diana Eisner, Mike Saperstein, Arpan SuraThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Communications Law 2025 (September 2025)Kathleen A. Kirby,Ari S. Meltzer,Tawanna D. LeeNational Telecommunications and Information Administration, Remarks of Assistant Secretary Arielle Roth at the 2025 NTIA Spectrum Policy Symposium (September 10, 2025)Michele C. Farquhar,Diane Griffin Holland,Bryan N. TramontNational Telecommunications and Information Administration, “Benefit of the Bargain” Reforms Turbocharge Speed and Savings (September 5, 2025)Michele C. Farquhar,Diane Griffin Holland,Bryan N. TramontNational Telecommunications and Information Administration, Broadband Equity, Access, and Deployment (BEAD) Program: BEAD Restructuring Policy NoticeMichele C. Farquhar,Diane Griffin Holland,Bryan N. Tramont Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455894 455894 98 G3037 1:01:48 https://www.pli.edu/programs/telecommunications-policy--regulation/455891?tCode=WTC5_RSS01 Sports Communications and telecommunications Multichannel video programming distributors Regulation, compliance, and enforcement (Communications and telecommunications) Taken from the Web Program Recorded December 3, 2025 in WashingtonRecent Developments in Media [01:00:30]Please join experienced experts and observers in Washington for a discussion of key issues impacting the rapidly changing media landscape. Topics will include broadcasting, the role of virtual Multichannel Video Programming Distributors (“vMVPDs”), cable developments, sports streaming, content and carriage concerns, and recent and upcoming corporate transactions. After completing this session, participants will be able to:Identify issues for clients related to the quadrennial broadcast ownership proceeding, ATSC 3.0, and network affiliation agreements, and their potential impacts on broadcast operationsUnderstand policy debates about whether and how to regulate vMVPDs and the role of the FCCEvaluate issues related to local sports and other carriage concernsUnpack regulatory and legal principles applied to different media and the FCC’s authority to regulate in the public interestWarren A. Kessler (Panel Leader), Brian Hurley, Rick Kaplan, Matt WoodThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Communications Law 2025 (September 2025)Kathleen A. Kirby,Ari S. Meltzer,Tawanna D. LeeFederal Communications Commission, Press Release, FCC Advances the 2022 Quadrennial Review of Broadcast Ownership Rules (September 30, 2025)Michele C. Farquhar,Diane Griffin Holland,Bryan N. TramontNotice of Proposed Rulemaking, In the Matter of 2022 Quadrennial Regulatory Review – Review of the Commission’s Broadcast Ownership Rules and Other Rules Adopted Pursuant to Section 202 of the Telecommunications Act of 1996, MB Docket No. 22-459 (F.C.C. 2025)Michele C. Farquhar,Diane Griffin Holland,Bryan N. TramontFederal Communications Commission, Press Release, FCC Takes Action to Accelerate Transition to Next Gen TV (September 2, 2025)Michele C. Farquhar,Diane Griffin Holland,Bryan N. TramontFederal Communications Commission, Press Release, FCC Continues Efforts to Remove Unnecessary Rules (August 21, 2025)Michele C. Farquhar,Diane Griffin Holland,Bryan N. TramontOrder, In the Matter of Delete, Delete, Delete, GN Docket No. 25-133 (F.C.C. 2025)Michele C. Farquhar,Diane Griffin Holland,Bryan N. Tramont Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455891 455891 98 G3037 1:00:30 https://www.pli.edu/programs/telecommunications-policy--regulation/455881?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded December 3, 2025 in WashingtonCommunications and Emerging Threats: Hot Topics in Cybersecurity and National Security [01:04:49]This panel will explore legal and policy developments at the intersection of communications, cybersecurity, and national security. An array of experts will share perspectives on these issues, including how the FCC and other agencies are seeking to protect the public and the responsibilities being imposed on the private sector. Topics will include: threats from foreign adversaries; the Commerce Department’s ICTS Transaction Review process; new FCC restrictions on equipment authorization and submarine cable licensing; opportunities to enhance ecosystem wide security through the U.S. Cyber Trust Mark; and the importance of U.S. leadership in strategic technologies like artificial intelligence. After completing this session, participants will be able to:Understand the main policy considerations driving new security obligations for communications services and products.Identify legal considerations that may be relevant for companies subject to security laws and regulations in this area.Hone advocacy strategies for practicing before government agencies imposing security regulations.Recognize emerging issues in security policy and how these issues are being handled by government agencies and private actors.Advise clients on pending and emerging cybersecurity and national security issues that could have broader impact.IAPP Privacy credit for Privacy Professionals  Savannah P. Schaefer (Panel Leader), Adam Chan, Grace Koh, Umair Javaid, Melissa NewmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Communications Law 2025 (September 2025)Kathleen A. Kirby,Ari S. Meltzer,Tawanna D. LeePresidential Documents, Executive Order No. 14306, Sustaining Select Efforts to Strengthen the Nations’s Cybersecurity and Amending Executive Order 13694 and Executive Order 14144, 90 Fed. Reg. 24723, No. 111 (June 11, 2025)Michele C. Farquhar,Diane Griffin Holland,Bryan N. TramontFederal Communications Commission, Press Release, Chairman Carr Establishes New Council on National Security Within Agency (March 13, 2025)Michele C. Farquhar,Diane Griffin Holland,Bryan N. TramontDeclaratory Ruling and Notice of Proposed Rulemaking, In the Matter of Protecting the Nation’s Communications Systems from Cybersecurity Threats, PS Docket No. 22-329 (F.C.C. 2025)Michele C. Farquhar,Diane Griffin Holland,Bryan N. Tramont Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455881 455881 98 G3037 1:05:31 https://www.pli.edu/programs/telecommunications-policy--regulation/455898?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Taken from the Web Program Recorded December 3, 2025 in WashingtonFCC Priorities of the New Administration [01:00:50]Nearly one year into the new Administration, what are the FCC Chairman’s key priorities and areas of focus? After completing this session, participants will be able to:Understand how Administration priorities are driving the FCC's regulatory agendaLearn about policy priorities for 2026 and the challenges of navigating themExamine how the FCC is seeking to adapt regulations to meet the challenges of emerging technologies and IP transitionsAssess the continuing impact of recent Supreme Court decisions on the FCC's agendaDevelop approaches for advocating before CommissionRecognize hot topics that will shape policymaking in the coming yearsKathleen Kirby (Panel Leader), Joseph Calascione, Scott Delacourt, Zenji Nakazawa, Joel Taubenblatt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455898 455898 98 G3037 1:00:50 https://www.pli.edu/programs/telecommunications-policy--regulation/455887?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Mergers and acquisitions Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded December 3, 2025 in WashingtonWhat’s Driving Market Trends and Transactions in Media and Telecommunications [00:56:25]This panel will explore the latest industry trends and dealmaking across the media and telecom world. Topics will include the factors contributing to many of the transactions that have been announced or closed over the past year, and how these trends and the relevant players impact the broader industry landscape. Discussion will also address the omnipresent role of domestic politics, geopolitics, and AI; the role of government regulators and policy issues surrounding different types of transactions; and how industry leaders are using M&A to leverage opportunities associated with convergence and tech innovations. After completing this session, participants will be able to:Understand the current landscape of media and telecom M&A, and the tech, consumer and policy trends underlying the rapid changesIdentify public policy issues that will likely be important in different transactions, including spectrum, competition, consumer and national security issuesEvaluate the evolving role and impact of convergence for the wireless, satellite, fiber, cable, broadcast, streaming, and other industry segments Advise clients regarding potential conditions and strategies for regulatory approvalMichele C. Farquhar (Panel Leader), Matthew Brill, David Gibber, Armand Musey, Ric Prentiss, Scott SodenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Communications Law 2025 (September 2025)Kathleen A. Kirby,Ari S. Meltzer,Tawanna D. LeeU.S. Department of Justice, Office of Public Affairs, Speech, Assistant Attorney General Gail Slater Delivers Keynote Address at the 2025 Georgetown Law Global Antitrust Enforcement Symposium (September 16, 2025)Michele C. Farquhar,Diane Griffin Holland,Bryan N. TramontU.S. Department of Justice, Office of Public Affairs, Press Release, Statement of the Department of Justice Antitrust Division on the Closing of Its Investigation of the Merger of T-Mobile and UScellular (July 10, 2025)Michele C. Farquhar,Diane Griffin Holland,Bryan N. Tramont Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455887 455887 98 G3037 0:57:07 https://www.pli.edu/programs/spinning-in-the-new-world-implications-of-proposed-regulations/455765?tCode=WTC5_RSS01 Corporate tax Spin-offs Tax Regulation, compliance, and enforcement (Tax) Tax planning and strategy Taken from the Web Program Recorded December 3, 2025 in New YorkSpinning Back to the Future 2025: Understanding the Implications of the Withdrawal of the 2024 Guidance and Proposed Regulations [01:54:43]This discussion will provide an overview of spin-off transaction components, plan of reorganization, debt allocations, retention considerations and other key issues raised by spin-off transactions. After completing this program, participants will be able to:Understand the current state of play for the tax implications of a spin-off transactionGain important insight into the administration of the PLR programIdentify the possible types of creditors and liabilities that may be allocated between Distributing and Controlled, and the parameters for such allocationDissect the mechanics for debt-for-equity and debt-for-debt exchanges and the commercial and legal considerationsExplore the rationale for considerations related to post-spin payments and continuing relationshipsGain an understanding of the Government’s priorities for providing guidance for spin-offsModerators: Karen Gilbreath Sowell, Jodi J. SchwartzSpeakers: William Dixon, David Dubner, Darren G. Heil, Robert H. Liquerman, Jonathan R. Neuville, David M. Rievman, David H. SchnabelPresentation MaterialWachtell, Lipton, Rosen & Katz Alert: Spin-Off GuideJodi J. Schwartz, Karen Gilbreath Sowell, William Dixon, David Dubner, Darren G. Heil, David M. Rievman, David H. SchnabelRev. Proc. 2025-30 - 26 CFR 601.201: Rulings and determination letters.Karen Gilbreath Sowell, Jodi J. Schwartz, William Dixon, David Dubner, Darren G. Heil, David M. Rievman, David H. Schnabel3. New York State Bar Association Tax Section Report No. 1454 – Report on the Section 355 Device Prohibition and Section 367(a)Spinning Back to the Future 2025: Understanding the Implications of the Withdrawal of the 2024 Guidance and Proposed RegulationsJodi J. Schwartz, Karen Gilbreath Sowell, William Dixon, David Dubner, Darren G. Heil, David M. Rievman, David H. Schnabel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455765 455765 98 G5177 1:54:43 https://www.pli.edu/programs/hot-topics-in-ai-online-age-authentication/453896?tCode=WTC5_RSS01 Digital and mass media Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Online age authentication has evolved for retailers, social media platforms, streaming services, B2B resources, and adult content providers. The privacy legislation corresponding to age authentication is complex and changing across the United States. This session will explore the current technology, including the use of AI, in attempting to verify and authenticate a user's age online, and the ways in which states and the federal government have and have proposed regulating related privacy, fraud, and discrimination concerns.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453896 453896 98 G5566 1:02:29 https://www.pli.edu/programs/new-developments-in-securitization/455643?tCode=WTC5_RSS01 Credit cards Student loans Securitization Securities and other financial products Securities filings and financial statements Taken from the Web Program Recorded December 2, 2025 in New YorkConsumer Securitization Markets [01:14:07]After completing this panel, participants will be able to: Analyze auto securitization Assess credit card securitization Evaluate Student Loans securitization Understand Timeshare Loans securitization Examine Unsecured and Secured consumer loans securitization The rise of capital relief transactions involving consumer assets Tara Castillo, Stuart M. Litwin, Orion MountainspringThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Alston & Bird, Structured Finance Spectrum (Winter 2025)Tara E. CastilloCatherine Young Hagerty and Stuart M. Litwin, Ch. 16: Securitization of Equipment and Auto Leases, Practising Law Institute, Equipment Leasing-Leveraged Leasing (Sixth Edition) (March 2020)Stuart M. LitwinPresentation MaterialSegment PPT: Consumer Securitization MarketsTara E. Castillo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455643 455643 98 G3175 1:14:49 https://www.pli.edu/programs/new-developments-in-securitization/455650?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Banking and finance) Securitization Mortgage-backed securities Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded December 2, 2025 in New YorkMarket Update: Residential Mortgage-Backed Securities [01:00:24]RMBS is a key aspect of Securitization Markets. After completing this panel, participants will be able to: Evaluate recent RMBS market trends  Assess regulatory developments in the RMBS market Understand RMBS market outlook  Stephen Kudenholdt, Ian Sterling The purchase price of this Web Program segment includes the following article from the Course Handbook available online:United States Department of the Treasury, Office of the Comptroller of the Currency, 89 Fed. Reg. 64538, No. 152 (August 7, 2024)Stephen S. KudenholdtSecurities and Exchange Commission, 17 CFR Parts 229, 230, 239, 240, and 249, Concept Release on Residential Mortgage-Backed Securities Disclosures and Enhancements to Asset-Backed Securities Registration (October 1, 2025)Stephen S. Kudenholdt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455650 455650 98 G3175 1:00:24 https://www.pli.edu/programs/new-developments-in-securitization/455640?tCode=WTC5_RSS01 Securitization Renewable energy Securities and other financial products Securities filings and financial statements Assets (Securities filings and financial statements) Taken from the Web Program Recorded December 2, 2025 in New YorkEsoteric Securitization Markets [01:00:57]This panel will address key aspects of Esoteric Consumer Securitization Markets. After completing this panel, participants will be able to: Examine equipment securitization Understand renewable Energy securitization Evaluate music/film royalty securitizations Assess timeshare securitization Analyze other Esoteric Assets—WBS, Telecom, etc. Jamie Kocis, Ryan D. McNaughtonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Structured Finance Association, Letter to Board of Governors of the Federal Reserve System, Re: Regulatory Capital Rule: Amendments Applicable to Large Banking Organizations and to Banking Organizations with Significant Trading Activity, 88 Fed. Reg. 64028 (Sept. 18, 2023) (the “NPR”) (January 16, 2024)Ryan D. McNaughton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455640 455640 98 G3175 1:00:57 https://www.pli.edu/programs/new-developments-in-securitization/455653?tCode=WTC5_RSS01 Risk management Regulation, compliance, and enforcement (Banking and finance) Securitization Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded December 2, 2025 in New YorkSecuritization Markets: Regulatory Update [01:01:18]This panel will address key regulations regarding Securitization Markets. After completing this panel, participants will be able to understand and assess: How the Trump Administration is re-shaping the CFPB and other agencies State AG and Regulatory Authority Activism Intensifying regulatory scrutiny over concentration risk Regulatory guidance on banks’ risk management practices over third-party relationships Changing capital requirements and capital relief trades Mark Chorazak, Howard Schickler The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Katten, Financial Markets and Funds Advisory, Banking Agencies Begin Publishing Updated Crypto Guidance (April 2, 2025)Howard SchicklerKatten, Corporate and Artificial Intelligence Advisory, Financial Products and Services and Bot-to-Bot Communications: What the Future Holds for Customers and Providers (November 1, 2024)Howard SchicklerKatten, Advisory, Payment Stablecoins Get “Smart” (or GENIUS-like) (July 31, 2025)Howard SchicklerPresentation MaterialSegment PPT: Securitization Markets: Regulatory UpdateMark Chorazak Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455653 455653 98 G3175 1:01:18 https://www.pli.edu/programs/new-developments-in-securitization/455646?tCode=WTC5_RSS01 Financial services Financing Securitization Public companies Securities and other financial products Taken from the Web Program Recorded December 2, 2025 in New YorkIntersection of Private Credit, ABL and Securitization [01:00:07]This panel will analyze and discuss: Overview of 2025 market data Structuring considerations/developments Choosing the right deal structure and the best investor/counterparty market(s) Harmonizing structured debt with other forms of financing, including in the context of public companies, funds and asset managers Structured Bridge Financing Sophie K. Cuthbertson, Ryan D. McNaughton, Thomas PrommerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cadwalader, Clients & Friends Memo, Making Way for Stablecoin—Genius Act Would Amend Bankruptcy Code to Accommodate Certain Crypto Assets (June 30, 2025)Sophie K. CuthbertsonCadwalader, Clients & Friends Memo, Are Payment Stablecoins Like Onions? (June 25, 2025)Sophie K. CuthbertsonCadwalader, Clients & Friends Memo, Operation and Structure of a GENIUS Act of 2025 on Payment Stablecoins (June 24, 2025)Sophie K. CuthbertsonCadwalader, Clients & Friends Memo, Final Proposal for Revisions to the EU Securitisation Regulation and the Capital Requirements Regulation (June 19, 2025)Sophie K. CuthbertsonCadwalader, Clients & Friends Alert, Digital Assets-Focused UCC Amendments Pass New York Legislation (June 16, 2025)Sophie K. CuthbertsonCadwalader, Clients & Friends Memo, European Supervisory Authorities Make Recommendations for the EU Sercuritisation Market (April 23, 2025)Sophie K. CuthbertsonCadwalader, Clients & Friends Memo, Trusts Holding Loans Need Licensing, Says Maryland Office of Financial Regulation (January 23, 2025)Sophie K. CuthbertsonCadwalader, Clients & Friends Memo, The SEC Announces New Filer Access Procedures for EDGAR (November 12, 2024)Sophie K. Cuthbertson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455646 455646 98 G3175 1:00:07 https://www.pli.edu/programs/new-developments-in-securitization/455656?tCode=WTC5_RSS01 Student loans Structured finance Securitization Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded December 2, 2025 in New YorkSecuritization: Recent Developments in Structured Finance [01:05:23]This panel will summarize recent developments in structured finance. After completing this session, participants will be able to: Contextualize marketplace developmentsAppreciate the impact of changing rates and inflation on the market Analyze SEC Rule 192 re Conflicts of Interest Recognize key aspects of the proposed amendments to the European securitization frameworkUnderstand potential CFPB enforcement in light of the National Collegiate Student Loan Trust cases Assess other recent legal and regulatory updates Discuss hot topics for 2025 and beyond  Rolaine Bancroft, David B. Dwyer, Christopher J. HaasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Letter from SIFMA, et al., to Kayla M. Roberts, Acting Chief, Office of Structured Finance, Securities and Exchange Commission (May 9, 2025)David B. DwyerLetter from Kayla M. Roberts, Acting Chief, Office of Structured Finance, Securities and Exchange Commission, to SIFMA, et al. (May 16, 2025)David B. DwyerU.S. General Services Administration, Securities and Exchange Commission, Asset Backed Securities Registration and Disclosure Enhancements (Spring 2025)David B. DwyerPresentation MaterialSegment PPT: Securitization: Recent Developments in Structured FinanceDavid B. Dwyer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455656 455656 98 G3175 1:06:05 https://www.pli.edu/programs/the-ethics-of-electronic-information/455609?tCode=WTC5_RSS01 Electronic information (Ethics and professional responsibility) Ethical issues (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded December 2, 2025 in New YorkProtection of Client Information, Ethical Communication and Consent with Clients in the Selection and Use of AI Tools [01:02:27]This panel will cover ethical rules governing protection of client information and communication with clients when using AI. After completing this session, participants will be able to:Understand and comply with Model Rule of Professional Conduct 1.6(a) regarding protection of client informationUnderstand and comply with Model Rule of Professional Conduct 1.4 regarding communication with clientsFollow the ethical guidance set forth in ABA Formal Opinion 512, state ethics rules and case lawPanel Leader: Anthony J. Diana Speakers: Hon. James C. Francis IV (Ret.), Dera Nevin, Farrah Pepper Cybersecurity, Privacy and Data Protection - Ethics credit in NY The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Brian Oten, Artificial Intelligence, Real Practice, North Carolina State Bar Journal (Fall 2023)Florence YeePresentation MaterialProtection of Client Information, Ethical Communication and Consent with Clients in the Selection and Use of AI Tools PowerPointAnthony J. Diana, Hon. James C. Francis IV (Ret.), Dera Nevin, Farrah Pepper Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455609 455609 98 G3012 1:02:27 https://www.pli.edu/programs/the-ethics-of-electronic-information/455603?tCode=WTC5_RSS01 Electronic information (Ethics and professional responsibility) Ethical issues (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded December 2, 2025 in New YorkAI Ethical Issues on the Horizon [01:00:51]This panel will cover cutting-edge ethical issues that have begun to arise regarding the use of AI. After completing this session, participants will be able to:Appreciate the impact of Federal Rules of Civil Procedure 11(b) and 26(b) on the ethical duties of counselUnderstand best practices for using AI in civil discoveryUnderstand best practices for using AI in criminal discovery by prosecutors and defense counselIdentify when AI experts are required in litigation and ethically manage the work of AI expertsPanel Leader: Ashish PrasadSpeakers: Stacey Blaustein, Anthony J. Diana, Hon. Young B. Kim, Farrah PepperCybersecurity, Privacy and Data Protection - Ethics credit in NY The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ashish S. Prasad, Giel Stein and Anjali Prasad, AI For Prosecutors (August 12, 2025)Ashish S. PrasadPresentation MaterialAI Ethical Issues on the Horizon PowerPointStacey Blaustein, Laura M. Kibbe, Hon. Young B. Kim, Ashish Prasad Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455603 455603 98 G3012 1:00:51 https://www.pli.edu/programs/the-ethics-of-electronic-information/455606?tCode=WTC5_RSS01 Electronic information (Ethics and professional responsibility) Ethical issues (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded December 2, 2025 in New YorkCompetent Representation, Supervision and Independent Professional Judgment in the Ethical Use of AI Tools [00:57:49]This panel will cover ethical rules governing competent representation, supervision and independent professional judgment when using AI. After completing this session, participants will be able to:Understand and comply with Model Rule of Professional Conduct 1.1 regarding competent representation and technology knowledgeUnderstand and comply with Model Rule of Professional Conduct 5.3(b) regarding supervisionUnderstand and comply with Model Rule of Professional Conduct 2.1 regarding independent professional judgmentFollow the ethical guidance set forth in ABA Formal Opinion 512, state ethics rules and case lawPanel Leader: Jason P. Kairella Speakers: Kiriaki Tourikis, Florence YeeCybersecurity, Privacy and Data Protection - Ethics credit in NY The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paula Schaefer, Attorneys, Document Discovery, and Discipline, 30 Geo. J. Legal Ethics 1 (Winter 2017)Ashish S. PrasadLauren Katz, A Balancing Act: Ethical Dilemmas in Retaining E-Discovery Consultants, 22 Geo. J. Legal Ethics 929 (Summer 2009)Ashish S. PrasadRobin M. Hulshizer, Legal Ethics in E-Discovery: The Keys Are Competency, Supervision, and Zealous Advocacy, American Law Institute, 22 No. 2 Prac. Litigator 7 (2011)Ashish S. PrasadPresentation MaterialCompetent Representation, Supervision and Independent Professional Judgment in the Ethical Use of AI Tools PowerPointJason P. Kairalla, Kiriaki Tourikis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455606 455606 98 G3012 0:57:49 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/455628?tCode=WTC5_RSS01 Disclosures (Securities and other financial products) Practice skills (Securities and other financial products) Form 10-K Form 10-Q Taken from the Web Program Recorded December 1 - 2, 2025 in San FranciscoDrafting and Reviewing 1934 Act Periodic Reports – Forms 10-K and 10-Q [02:15:06]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 plansAppreciate 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 areasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Codification of Staff Accounting BulletinsGary M. Brown, Ch. 9: Registration and Periodic Reporting Under the Exchange Act, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (September 2024)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 455628 455628 205 G3075 2:15:48 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/455616?tCode=WTC5_RSS01 Accounting and financial reporting 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 December 1 - 2, 2025 in San FranciscoManagement's Discussion and Analysis (MD&A) [02:01:20]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:SEC Institute, SEC Guidance for Non-GAAP Measures (Updated October 2024)Gary M. Brown,George M WilsonOrder 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 Under Armour, Inc., Securities Act Release No. 10940, Exchange Act Release No. 91741, AAER No. 4220, Admin. Proc. File No. 3-20278 (May 3, 2021)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 455616 455616 205 G3075 2:02:02 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/455637?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 December 1 - 2, 2025 in San FranciscoOverview of the SEC's Requirements [01:14:07]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:Exchange Act Forms (selected)Regulation S-KGary M. Brown, Ch. 1: Approaching Securities Law, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (September 2024)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 455637 455637 205 G3075 1:14:07 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/455613?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 December 1 - 2, 2025 in San FranciscoStock Trading – Company Buybacks; Trading by Officers and Directors [01:31:50]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 repurchasesRule 10b-18, Regulation M, and issuer tender offersUnderstand “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: Resales of Securities Under the Securities Act, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (September 2024)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: Resales of Securities Under the Securities Act, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (September 2024)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 455613 455613 205 G3075 1:32:32 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/455631?tCode=WTC5_RSS01 Communications and telecommunications Regulation, compliance, and enforcement (Communications and telecommunications) Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Registration statements (Securities filings and financial statements) Taken from the Web Program Recorded December 1 - 2, 2025 in San FranciscoRegistering Securities for Sale Under the Securities Act [01:01:59]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:Regulation S-XGary M. Brown, Ch. 3: Regulatory Framework of Securities Act Registration, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (September 2024)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 455631 455631 205 G3075 1:02:41 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/455634?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 December 1 - 2, 2025 in San FranciscoDisclosure Basics [01:32:07]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 be able to 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:Industry GuidesGary M. Brown, Regulation FD Template: Policy on Communicating with Analysts, Securityholders 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 455634 455634 205 G3075 1:32:07 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/455619?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 December 1 - 2, 2025 in San FranciscoProxy Statements and Annual Reports to Shareholders [01:31:35]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:Exchange Act Rules (selected)Securities Act Forms (selected)Financial Releases (selected)Gary M. Brown, Ch.10: Regulation of Proxy Solicitations, Practising Law Institute, Securities Law and Practice Deskbook (Sixth Edition) (September 2024)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 455619 455619 205 G3075 1:32:17 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/455625?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 December 1 - 2, 2025 in San FranciscoEthical Dilemmas in Preparation and Review of SEC Filings [01:01:22]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 “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:Staff Legal Bulletins (selected)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 455625 455625 205 G3075 1:01:22 https://www.pli.edu/programs/sec-reporting-and-practice-skills-workshop-for-lawyers/455622?tCode=WTC5_RSS01 Auditing 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 December 1 - 2, 2025 in San FranciscoCurrent Reports on Form 8-K [01:31:55]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 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:Regulation S-TProxy RulesSEC Institute, Form 8-K: General Filing Requirements (Updated September 2024)Gary M. Brown,George M WilsonNelson 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 455622 455622 205 G3075 1:32:37 https://www.pli.edu/programs/bleeding-edge-technology-ai-and-future-technologies/456570?tCode=WTC5_RSS01 Intellectual property Patents Technology Artificial intelligence Practice skills (Technology) Taken from the Web Program Recorded November 25, 2025 in San FranciscoBleeding Edge Technology: AI and Future Technologies [00:59:37]After completing this session, participants will be able to:Learn about AI and which semiconductor technologies the AI sector relies on heavilyUnderstand distinct types of semiconductor technologies including processor graphic processors, AI-optimized processors, wafer-scale engine (WSE) chips, intelligence processing units (IPUs), and other technologies Discover what fabrication technology isLearn about patent drafting applications related to these technologies Brent Hunsaker, Roberta A. YoungPresentation MaterialHandout: A Human Wrote This Article – AI and Future TechnologiesRoberta A. YoungThe Bleeding Edge: AI, Cybersecurity, and Future Technologies (PowerPoint slides)Roberta A. Young Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456570 456570 98 G5602 0:59:37 https://www.pli.edu/programs/bleeding-edge-technology-semiconductor-trends-and-developments/457268?tCode=WTC5_RSS01 Intellectual property Patents Technology Practice skills (Technology) Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded November 25, 2025 in San FranciscoBleeding Edge Technology: Semiconductor Trends and Developments [01:01:41]After completing this session, participants will be able to:Hear about the state of US semiconductor and manufacturing and how the CHIPS Act is impacting the industryUnderstand current trends in semiconductors such as advanced logic, advanced substrates, packaging, and emerging technologiesDiscover the link between semiconductor capabilities as a driver of new developmentsLearn about patent drafting applications related to these technologies Brent Hunsaker, Roberta A. YoungPresentation MaterialHandout: Are We Due for an Upgrade?Roberta A. YoungThe Bleeding Edge: Semiconductor Trends & Developments (PowerPoint slides)Roberta A. Young Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 457268 457268 98 G5603 1:01:41 https://www.pli.edu/programs/bleeding-edge-technology-basics-of-quantum-computing/456572?tCode=WTC5_RSS01 Intellectual property Legal technology Technology Practice skills (Technology) Quantum computing Taken from the Web Program Recorded November 25, 2025 in San FranciscoBleeding Edge Technology: Basics of Quantum Computing [01:02:23]After completing this session, participants will be able to:Hear about the advances in quantum computers and which industries are maximizing this technologyUnderstand key quantum mechanics topics like qubits, superposition, entanglement, quantum gates, quantum algorithms, quantum circuits, and quantum processing units (QPUs) Discover challenges for hardware development around quantum computersLearn how to draft a quantum computing patentBrent Hunsaker, Roberta A. YoungPresentation MaterialHandout: Emerging Technologies & Patent Law – Competition or ConvergenceRoberta A. YoungThe Bleeding Edge: Basics of Quantum Computing (PowerPoint slides)Roberta A. Young Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456572 456572 98 G5604 1:02:23 https://www.pli.edu/programs/tax-planning-for-taking-the-startup-through-boom-or-bust-and-the-obbba/453188?tCode=WTC5_RSS01 Tax Regulation, compliance, and enforcement (Tax) Tax planning and strategy Whether an entrepreneur is developing a new technology or a local cleaning service, there are important choices that affect the taxation of the business and its stakeholders today, tomorrow, and into the future. These choices can help to maximize opportunity in the case of success and/or minimize risks resulting from disappointment. Whether considering the needs of the entrepreneur or those of the key stakeholders who are contributing funds or services, thinking ahead and having clear, focused discussions with clients about the tax issues is an important responsibility. The presentation will also address changes resulting from the One Big Beautiful Bill Act. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453188 453188 98 G5568 1:04:14 https://www.pli.edu/programs/how-to-save-money-on-your-records-management-program/452961?tCode=WTC5_RSS01 Cybersecurity and data protection Professional development Law practice management Technology Regulation, compliance, and enforcement (Technology) Is your law firm managing its records program in a cost-effective manner, or are there hidden or unnecessary costs draining your budget? Taking a comprehensive look at all aspects of your records program can result in significant cost savings. Explore practical strategies tailored to the legal industry that can help you reduce expenses while maintaining compliance and effectiveness. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452961 452961 98 G5444 1:02:05 https://www.pli.edu/programs/how-innovators-can-operationalize-the-genius-act/452968?tCode=WTC5_RSS01 Banking and finance Fintech Securities and other financial products Technology Cryptocurrencies The enactment of the GENIUS Act was a watershed moment for the digital assets sector as stablecoins became the first digital asset to have a comprehensive federal regulatory framework. Over the next 18 months, we will see a veritable alphabet soup of federal regulators implement the GENIUS Act through notice-and-comment rulemakings. During that time, banks, fintechs, and other entrepreneurs will be building and expanding stablecoin businesses across the crypto ecosystem. They will need new policies, procedures, and processes to manage the risks of these businesses. Some will be mostly legal in nature, others accounting-focused, and still others that support effective and competitive workflows. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452968 452968 98 G5576 1:05:11 https://www.pli.edu/programs/developments-in-pharmaceutical-and-biotech-patent-law/455125?tCode=WTC5_RSS01 Intellectual property Patents Biotechnology Pharmaceuticals Taken from the Web Program Recorded November 21, 2025 in New YorkU.S. IP Policy and Its Impact on Pharmaceutical and Biotech Patent Law [01:04:03]This session will discuss the pending legislation in Congress on IP policy as well as changes in the USPTO and its impact on pharmaceutical and biotech patent law. After completing this session, participants will have a greater understanding of:What changes are being proposed to patent lawWhy those changes are being proposed by CongressHow those changes would affect patents and patent laws for the pharmaceutical and biotechnology industriesJennifer H. Wu (Panel Leader), Arlene Lee Chow, Michael Scerbo, Eileen WooThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. IP Policy and Its Impact on Pharmaceutical and Biotech Patent LawJennifer H. WuPresentation MaterialU.S. IP Policy and Its Impact on Pharmaceutical and Biotech Patent LawArlene Lee Chow, Michael Scerbo, Eileen Woo, Jennifer H. Wu Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455125 455125 98 G3196 1:04:45 https://www.pli.edu/programs/developments-in-pharmaceutical-and-biotech-patent-law/455122?tCode=WTC5_RSS01 Patents Patent infringement Biotechnology Pharmaceuticals Patent litigation Taken from the Web Program Recorded November 21, 2025 in New YorkYear in Review: Patent Caselaw Developments Over the Past 12 Months [00:58:58]This session will review precedential decisions from the CAFC over the past 12 months that impact pharma and biotech patents. After completing this session, participants will have a greater understanding of how the following recent decisions advance the law:Regeneron Pharm. v. Amgen Inc.: claim construction of separate claimed elementsGalderma v. Lupin: literal infringement and infringement under the doctrine of equivalents inf. in ANDA litigationTeva Branded Pharm. Products R&D, Inc. v. Amneal Pharm: Orange Book ListingRecentive Analytics v. Fox: subject matter eligibility of a machine learning patentAzurity v. Alkem: disavowal of claim scope in an ANDA infringement caseIn re Forest provisional rights of a patent that issued after expirationEcoFactor v. Google: damages based on comparable licensesJazz Pharm. v. Avadel CNS Pharm.: scope of injunctive relief in an ANDA caseThe Regents of the University of California v. The Broad Institute, Inc.: conception and written descriptionDaniel L. ReisnerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:2025 Year in Review: Patent Caselaw Developments Over the Past 12 Months (September 2025)Daniel L. ReisnerPresentation MaterialYear in Review: Patent Caselaw Developments Over the Past 12 MonthsDaniel L. Reisner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455122 455122 98 G3196 0:59:40 https://www.pli.edu/programs/developments-in-pharmaceutical-and-biotech-patent-law/455113?tCode=WTC5_RSS01 Intellectual property Patents Biotechnology Patent litigation Taken from the Web Program Recorded November 21, 2025 in New YorkNavigating the Ever-Evolving CRISPR IP Landscape [00:59:35]This session will discuss the complicated, ongoing CRISPR patent fight and the evolving CRISPR IP landscape. After completing this session, participants will have a greater understanding of:The current state of the complex CRISPR IP landscapeThe players in the CRISPR patent fight Strategies for minimizing exposure IP management best practicesAlicia A. RussoPresentation MaterialNavigating the Ever-Evolving CRISPR IP LandscapeAlicia A. RussoNavigating the Ever-Evolving CRISPR IP Landscape- OutlineAlicia A. RussoMay 12th Fed. Cir. decision in Regents of the University of California v. Broad Institute, Inc.,Alicia A. Russo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455113 455113 98 G3196 0:59:35 https://www.pli.edu/programs/developments-in-pharmaceutical-and-biotech-patent-law/455110?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Patents Patent litigation Taken from the Web Program Recorded November 21, 2025 in New YorkEthical Issues Confronting Patent Lawyers [01:00:22]This session will review recent caselaw from various jurisdictions and tribunals involving various legal ethics issues for both outside and in-house counsel. After completing this session, participants will be able to: Spot ethical issues arising in patent practice through an exploration of caselawIdentify and ameliorate the potential risks associated with ethical issuesProactively avoid potential conflict of interest problemsUnderstand the USPTO/PTAB’s most recent jurisprudence on ethical issuesSanjay K. Murthy The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Critical Ethics Issues Impacting Modern Patent PracticeSanjay K. MurthyPresentation MaterialEthical Issues Confronting Patent LawyersSanjay K. Murthy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455110 455110 98 G3196 1:00:22 https://www.pli.edu/programs/developments-in-pharmaceutical-and-biotech-patent-law/455116?tCode=WTC5_RSS01 Patents Patent claims Pharmaceuticals Patent litigation Taken from the Web Program Recorded November 21, 2025 in New YorkUpdates in the Validity of Small Molecule Patents—Drug Substance, Crystalline Form, Salt, Method of Treatment, and Formulation [01:00:49]This session will review developments impacting the validity of small molecule patent claims. After completing this session, participants will have a greater understanding of:Enablement and adequate written description for small molecule patent claims in view of Amgen v. SanofiObviousness of crystalline form patents after Salix v. NorwichPotential impact of Pfizer v. Sanofi on claims with numerical range limitations subject to optimization, e.g., particle size, and beyondJeremy CobbThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Updates in the Validity of Small Molecule Patents—Drug Substance, Crystalline Form, Salt, Method of Treatment, and FormulationJeremy CobbPresentation MaterialUpdates in the Validity of Small Molecule Patents- Drug Substance, Crystalline Form, Salt, Method of Treatment, and FormulationJeremy Cobb Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455116 455116 98 G3196 1:00:49 https://www.pli.edu/programs/developments-in-pharmaceutical-and-biotech-patent-law/455119?tCode=WTC5_RSS01 Patents Pharmaceuticals Biologics Patent litigation Taken from the Web Program Recorded November 21, 2025 in New YorkBiologics, Cell and Gene Therapies: Patent Developments [01:00:56]This session will review patent developments impacting biologic drugs and cell and gene therapies. After completing this session, participants will have a greater understanding of: Case law developments relating to biologic drug productsThe patent issues impacting the growing field of cell and gene therapy productsRecent developments on BPCIA litigationSignificant transactions relating to biologic drugsThe impact of the Inflation Reduction Act on biologic drug productsDavid K. BarrThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Biologic and Biosimilar Drug Products, Ch. 13, Practising Law Institute, Pharmaceutical and Biotech Patent Law (July 2025)David K. BarrPatent Issues Confronting Cell and Gene Therapy Products, Ch. 14, Practising Law Institute, Pharmaceutical and Biotech Patent Law (July 2025)David K. BarrPresentation MaterialBiologic & Biosimilar Drugs: 2024-2025 UpdateDavid K. Barr Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455119 455119 98 G3196 1:01:38 https://www.pli.edu/programs/section-1983-civil-rights-litigation/455141?tCode=WTC5_RSS01 Constitutional law Litigation Section 1983 litigation (Civil rights litigation) Municipal law Public interest law and pro bono Taken from the Web Program Recorded November 20, 2025 in New YorkQualified Immunity Update [01:15:25]Led by one of the nation’s leading authorities on qualified immunity, this panel will examine the present legal landscape and recent U.S. Supreme Court and circuit court developments. After completing this session, participants will be better able to:Analyze recent circuit court developments on qualified immunityApply qualified immunity in First, Fourth and Eighth Amendment casesUnderstand emerging issues in qualified immunity doctrineSpeaker: Professor Emerita Karen M. BlumPanelists: Frederick K. Brewington, Elissa B. Jacobs, Professor Alex Reinert, Hon. Brenda K. Sannes, Professor Emeritus Martin A. SchwartzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Qualified Immunity: Current Landscape and Recent Developments (September 15, 2025)Karen M. BlumPresentation MaterialQualified Immunity UpdateKaren M. Blum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455141 455141 98 G3018 1:16:07 https://www.pli.edu/programs/section-1983-civil-rights-litigation/455137?tCode=WTC5_RSS01 Constitutional law Litigation Section 1983 litigation (Civil rights litigation) Discovery Public interest law and pro bono Taken from the Web Program Recorded November 20, 2025 in New YorkSection 1983: Judges’ Roundtable [00:57:12]This session will address Section 1983 from the perspective of experienced district court judges. After completing this session, participants will be better able to:Understand how judges manage the pre-discovery phase of litigation, including screening of in forma pauperis complaints, motions to dismiss, and initial case conferencesAppreciate how judges manage discovery in Section 1983 litigation, including application of Rule 26’s proportionality requirementsUnderstand how judges manage the post-discovery phase of litigation, including motions for summary judgment and trialModerator: Professor Alex ReinertPanelists: Hon. Sarah L. Cave, Hon. Pamela K. Chen, Hon. Brenda K. SannesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Section 1983: Judges’ Roundtable—Relevant CasesAlexander A. Reinert Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455137 455137 98 G3018 0:57:54 https://www.pli.edu/programs/section-1983-civil-rights-litigation/455143?tCode=WTC5_RSS01 Constitutional law Litigation Section 1983 litigation (Civil rights litigation) Municipal law Public interest law and pro bono Taken from the Web Program Recorded November 20, 2025 in New YorkSupreme Court Update [01:24:31]This session will provide analysis of recent Section 1983 decisions from the Supreme Court and a look ahead to pending cases. After completing this session, participants will better understand:Supreme Court decisions regarding substantive issues such as equal protection, Fourth Amendment excessive force, free speech, and religious exerciseSupreme Court decisions regarding transsubstantive issues such as exhaustion of administrative remedies, fee shifting, and Article III standingSignificant pending Supreme Court cases concerning the First and Fourth AmendmentsSpeakers: Dean Erwin Chemerinsky, Professor Emeritus Martin A. SchwartzPanelists: Professor Emerita Karen M. Blum, Professor Alex ReinertThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Fundamentals of Section 1983 Litigation, Ch. 2, Practising Law Institute, Schwartz on Section 1983: Law and Commentary (January 2021)Martin A. SchwartzU.S. Supreme Court Review: Section 1983 Litigation—October 2024 Term (October 2024–June 2025)Martin A. Schwartz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455143 455143 98 G3018 1:25:13 https://www.pli.edu/programs/section-1983-civil-rights-litigation/455135?tCode=WTC5_RSS01 Constitutional law Ethics and professional responsibility Litigation Section 1983 litigation (Civil rights litigation) Public interest law and pro bono Taken from the Web Program Recorded November 20, 2025 in New YorkEthical Issues in Section 1983 Litigation [01:01:26]This section will address ethical issues that arise for plaintiff and defense counsel in Section 1983 claims. Led by an ethics expert, panelists will discuss ethical issues through discrete hypotheticals. After completing this session, participants will be better able to:Recognize ethical issues that arise in representing multiple clientsIdentify common ethical issues that arise in class action litigationUnderstand ethical issues and settlementModerator: Professor Alex ReinertPanelists: Frederick K. Brewington, Philip Desgranges, Elissa B. Jacobs, Professor Rebecca Roiphe, Michael C. WaltersThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics in Section 1983 LitigationAlexander A. ReinertAlegretti-Freeman v. Baltis, 205 A.D.2d 859 (N.Y. App. Div. 1994)Alexander A Reinert,Martin A SchwartzDunton v. Suffolk County, 729 F.2d 903 (2d Cir. 1984)Alexander A Reinert,Martin A SchwartzPetition for Review of Opinion 552 of the Advisory Committee on Professional Ethics, 507 A.2d 233 (N.J. 1986)Alexander A Reinert,Martin A SchwartzEvans v. Jeff D., 475 U.S. 717 (1986)Alexander A Reinert,Martin A SchwartzSettlement of Merits and Fees, Ch. 27, §27:8.3, Practising Law Institute, Schwartz on Section 1983: Law and Commentary (January 2021)Martin A. SchwartzGulf Oil Company v. Bernard, 452 U.S. 89 (1981)Alexander A Reinert,Martin A SchwartzRelevant State Bar Ethics OpinionsAlexander A Reinert,Martin A SchwartzPresentation MaterialEthical Issues in Section 1983 LitigationAlexander A. Reinert Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455135 455135 98 G3018 1:01:27 https://www.pli.edu/programs/section-1983-civil-rights-litigation/455139?tCode=WTC5_RSS01 Constitutional law Litigation Section 1983 litigation (Civil rights litigation) Public interest law and pro bono Taken from the Web Program Recorded November 20, 2025 in New YorkSection 1983 and the Right to Protest [01:00:44]This session will cover recurring issues that arise when litigants bring cases involving political demonstrations and other protest activities. After completing this session, participants will be better able to:Understand the application of the First and Fourth Amendments to specific contexts involving state and local responses to protests, demonstrations, and other forms of advocacyAnalyze procedural issues that arise in seeking and defending against claims brought regarding the right to protestSpeaker: Corey StoughtonPanelists: Professor Emerita Karen M. Blum, Dean Erwin Chemerinsky, Elissa B. Jacobs, Professor Alex ReinertThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Litigating Protest PolicingCorey L. Stoughton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455139 455139 98 G3018 1:00:44 https://www.pli.edu/programs/cryptocurrency-and-the-genius-act/456700?tCode=WTC5_RSS01 Insurance policies Regulation, compliance, and enforcement (Insurance) Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Cryptocurrencies Taken from the Web Program Recorded November 19, 2025 in New YorkCryptocurrency and the GENIUS Act: Impacts on the Underwriting of D&O Insurance Policies [01:06:59]After completing this program, participants will be able to: Chart the rise of Bitcoin and other cryptocurrencies, including Stablecoins Grasp the impacts of the GENIUS Act and federal regulations  Appreciate the importance of SEC filings involving cryptocurrencies Understand the historical role of cryptocurrency in cybercrime and its impacts on insurers Convey the implications of cryptocurrencies on the underwriting of D&O insurance policies Sarah M. Abrams  Presentation MaterialCrypto D&O 25Sarah AbramsCrypto VerseSarah AbramsIs There Stability in StablecoinSarah AbramsMixed Crypto MessagesSarah AbramsRewarding StablecoinsSarah Abrams Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456700 456700 98 G5588 1:06:59 https://www.pli.edu/programs/fund-finance/454704?tCode=WTC5_RSS01 Private equity Financing Equity instruments Taken from the Web Program Recorded November 19, 2025 in New YorkOverview and Critical Concepts of NAV Financing [01:01:49]This panel will explore financings secured or supported by the net asset value of private equity and other investment portfolios. After completing this session, participants will be able to:Distinguish between terms and structures for NAV facilities and preferred equity financingsIdentify challenges related to collateral and security arrangements in NAV financingsUnderstand key negotiation points when structuring a NAV facilityElizabeth Tabas Carson, Robert C. Emerson, Dave Philipp, Sherri SnelsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Elizabeth R. Tabas Carson, Ram Burshtine, Cindy M. Lovering, Michele A. Nudelman, Daniel M. Philion, Dennis M. Twomey, Annie C. Wallis and Anna Gumport, Enforcing ECLs: Competing Policies and Conflicting Case Law Governing Equity Commitment LettersElizabeth R. Tabas CarsonCrestline Portfolio Finance: Is NAV Lending Good or Bad for GPs and LPs (Q3 2025)Dave PhilippCrestline, Are the Demands for NAV Lending Here to Stay: Explore Key Market InsightsDave PhilippPresentation MaterialOverview and Critical Concepts of NAV FinancingRobert C. Emerson, Dave Philip, CFA, Sherri Snelson, Elizabeth Tabas Carson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454704 454704 98 G3731 1:03:19 https://www.pli.edu/programs/fund-finance/454719?tCode=WTC5_RSS01 Private equity Venture capital Financing Taken from the Web Program Recorded November 19, 2025 in New YorkSubscription Lines and Capital Call Facilities [00:55:44]This panel will explore the structuring and application of subscription lines and capital call facilities. After completing this session, participants will be able to:Discuss emerging trends in subscription lines, including the adoption of rated note structuresExplain common transaction structures, such as cascading pledgesIdentify critical legal considerations for sponsors and lenders in this area of fund financeLeah Edelboim, Flora Go, Brent Shultz The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Subscription LinesLeah Edelboim,Flora Go,Brent ShultzPresentation MaterialSubscription Lines and Capital Call FacilitiesLeah Edelboim, Flora Go, Brent Shultz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454719 454719 98 G3731 0:57:56 https://www.pli.edu/programs/fund-finance/454713?tCode=WTC5_RSS01 Financing Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 19, 2025 in New YorkCollateralized Fund Obligations (CFOs) and Rated Note Feeders (RNFs) [01:00:11]This panel will examine the next phase of fund finance evolution, with insurance companies playing a pivotal role alongside banks and direct lenders. After completing this session, participants will be able to:Differentiate between GP-led and LP-led collateralized fund obligation structures and their respective use casesAddress general regulatory concerns surrounding rated feeder structures and collateralized fund obligationsUnderstand how sponsors can design transactions to attract insurance capitalKelsey Baumberger, Lawrence R. Hamilton, Adam Z. Risell, Ramya S. TillerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:NAIC Initiatives Affecting Fund Finance (September 11, 2025)Lawrence R. HamiltonPresentation MaterialHandout: Collateralized Fund Obligations (CFOs) and Rated Note Feeders (RNFs)Ramya S. TillerPowerPoint Segment 1: Collateralized Fund Obligations (CFOs) and Rated Note Feeders (RNFs)Kelsey Baumberger, Adam Z. Risell, Ramya S. TillerPowerPoint Segment 2: Collateralized Fund Obligations (CFOs) and Rated Note Feeders (RNFs)Lawrence R. Hamilton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454713 454713 98 G3731 1:02:24 https://www.pli.edu/programs/fund-finance/454710?tCode=WTC5_RSS01 Financing Lines of credit Securitization Taken from the Web Program Recorded November 19, 2025 in New YorkPrivate Credit/CLOs/ABLs in Fund Finance [01:00:59]This panel will focus on how investment funds secure financing for private credit assets, including broadly syndicated loans, middle market loans, and other private credit investments. After completing this session, participants will be able to:Identify key considerations in structuring traditional syndicated credit facilities and collateralized loan obligationsUnderstand the distinctions between fund-level and SPV-level financings and their structural implicationsExplain the range of financing options available to private credit fund managersJoe Carden, Christopher Gilbert, Daniel Oshinsky, Nick RobinsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Private Credit/CLOs/ABLs in Fund FinanceJoseph Carden,Jennifer Johnson,Daniel Oshinsky,Nick Robinson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454710 454710 98 G3731 1:02:29 https://www.pli.edu/programs/fund-finance/454716?tCode=WTC5_RSS01 Private equity Financing Partnership interests Taken from the Web Program Recorded November 19, 2025 in New YorkSecondaries Financing in Fund Finance [00:58:41]This panel will address financings secured by portfolios of limited partnership interests and other investments in private equity and investment funds. After completing this session, participants will be able to:Understand the core structure and key negotiation points of NAV secondaries financingsExplain why secondaries sponsors leverage NAV financings for portfolio acquisitions and structural leverageIdentify challenges lenders face when structuring financings collateralized by limited partnership portfoliosDavid J. Kennedy, Joel S. Kress, Abraham Rudy, Steven StarrThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Bill Sturman, et al., USA: Trends and Developments, Chambers Global Practice Guide: Investment Funds (2025)Steven StarrPresentation Material11-19-2025_1015_200534_Kennedy_Kress_Rudy_StarrDavid Kennedy, Joel Kress, Abraham Rudy, Steven Starr Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454716 454716 98 G3731 1:00:54 https://www.pli.edu/programs/fund-finance/454707?tCode=WTC5_RSS01 Financing Taken from the Web Program Recorded November 19, 2025 in New YorkGeneral Partner (GP) Financing in Fund Finance [00:59:19]This panel will provide an overview of the structure and negotiation of financings for general partners (GPs). After completing this session, participants will be able to:Understand the financing needs of general partnersIdentify the critical terms of GP financingsDifferentiate between GP financings structured as debt versus preferred equityAdam Dobson, Jocelyn A. Hirsch, Philip A. KaminskiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Qapita, Who Are General Partners in Private Equity?Lauren E. NochtaPresentation MaterialGeneral Partner (GP) Financing in Fund FinanceAdam Dobson, Jocelyn A. Hirsch, P.C., Philip Kaminski Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454707 454707 98 G3731 1:00:49 https://www.pli.edu/programs/financial-services-regtech-and-regulatory-compliance-forum/454725?tCode=WTC5_RSS01 Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Artificial intelligence Generative AI Taken from the Web Program Recorded November 19, 2025 in New YorkArtificial Intelligence Use by Broker-Dealers and Advisers [01:02:44]Broker-dealers and advisers are deploying AI across a vast variety of different functions in their organizations including customer interactions, investment and operations. After completing this session, participants will be able to:Understand the various types of AI and ways broker-dealers and advisers are using AIDiscuss AI NotetakingExplain how AI may be used as a compliance toolAmber M. Allen, Norman L. Ashkenas, Jason Habermeyer, Gina PetrocelliThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Artificial Intelligence Use by Broker-Dealers and Advisers (September 2025)Amber M. Allen,Clifford E. KirschAmber M. Allen and Craig Watanabe, NSCP Currents, Preparing for Regulation S-P: Considerations for Drafting Policies and Procedures (August 21, 2025)Amber M. AllenAmber M. Allen and Carolyn A. Garcia, Eversheds Sutherland, Asset Managers Should be Aware of the Recent U.S. Government Accountability Office (“GAO”) Report on Artificial Intelligence—Use and Oversight in Financial Services (July 1, 2023)Amber M. AllenPresentation MaterialArtificial Intelligence Use by Broker-Dealers and AdvisersAmber M. Allen, Norman L. Ashkenas, Jason Habermeyer, Clifford E. Kirsch, Gina Petrocelli Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454725 454725 98 G3006 1:03:26 https://www.pli.edu/programs/financial-services-regtech-and-regulatory-compliance-forum/454728?tCode=WTC5_RSS01 Information technology (Financial services) Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (Securities and other financial products) Digital assets Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded November 19, 2025 in New YorkDigital Assets: Broker-Dealer and Adviser Engagement in Digital Assets: The New Regulatory Landscape [01:02:34]Broker-dealers and advisers engaging in crypto activities must navigate a host of regulatory requirements and uncertainties. After completing this session, participants will be able to:Discuss what is a digital assetUnderstand the role of a crypto custodianExplain the different ways in which broker-dealers and advisers make digital assets available to customersDavid G. Adams, Vanessa M. SavinoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:David G. Adams, Frank L. Gerratana and Samuel Asher Effron, Mintz, Viewpoint, A New Era for Crypto Regulation & Innovation? The Crypto Executive Order, a Rebooted SEC Crypto Task Force and the Journey Ahead (February 18, 2025)David G. AdamsPresentation MaterialCurrent Issues for Crypto Broker-Dealers and Investment AdvisersDavid G. Adams, Vanessa M. Savino Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454728 454728 98 G3006 1:03:16 https://www.pli.edu/programs/financial-services-regtech-and-regulatory-compliance-forum/454722?tCode=WTC5_RSS01 Fintech Regulation, compliance, and enforcement (Securities and other financial products) Practice skills (Securities and other financial products) RegTech Taken from the Web Program Recorded November 19, 2025 in New YorkRegulatory Round-Up—SEC, FINRA and Related Rulemaking [01:00:39]Legislative, guidance and related rulemaking targeting Fintech and Regtech by Broker-Dealers and Advisers is evolving rapidly. In particular, senior officials at the SEC have stated their commitment to providing workable guardrails to allow broker-dealers and advisers to engage in fintech and regtech related activities. After completing this session, participants will be able to:Predict which SEC rules will likely be proposed and finalizedAnalyze how the various rules may overlay and interact with one anotherUnderstand the likely focus on the SEC’s exam and enforcement program in this areaJustin Browder, Aaron Friedman, Saumya Manohar, Tiffany J. SmithThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, SEC-CFTC Joint Staff Statement (Project Crypto-Crypto Sprint) (September 2, 2025)Clifford E. KirschU.S. Securities and Exchange Commission, Division of Corporate Finance, Crypto Asset Exchange-Traded Products (July 1, 2025)Clifford E. KirschU.S. Securities and Exchange Commission, Paul S. Atkins, Chairman, Speech, American Leadership in the Digital Finance Revolution, Washington, D.C. (July 31, 2025)Clifford E. KirschPresentation MaterialRegulatory Round-Up: SEC, FINRA and Related RulemakingJustin L. Browder, Aaron Friedman, Saumya Manohar, Tiffany J. Smith Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454722 454722 98 G3006 1:00:39 https://www.pli.edu/programs/retail-pricing-discounts-hidden-fees-and-tariff-surcharges/452839?tCode=WTC5_RSS01 Communications and telecommunications Online and traditional advertising Sweepstakes and promotions Digital marketing (Social media) Regulation, compliance, and enforcement (Communications and telecommunications) Everybody loves a deal. For retailers, the price of a product is more than just what the customer pays – it is a promotional strategy. Sales, discounts, and markdowns convey to consumers that they are saving money and paying a uniquely low price. Meanwhile, charging added fees – often at the end of the transaction – makes the price seem lower, increasing initial consumer interest. Both of these practices have been under constant legal scrutiny, and with the imposition of significant tariffs on imported goods or components, brands are desperate for ways to pass through costs to consumers without increasing the price of a product. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452839 452839 98 G5573 1:02:09 https://www.pli.edu/programs/the-law-of-litigation-misconduct--attorney-deceit-or-collusion/452842?tCode=WTC5_RSS01 Litigation Professional development Many lawyers are not aware of this fact, but more than ten states—including New York and California—have statutes that specifically penalize lawyer misconduct, especially lawyer misconduct that deceives courts or other parties to litigations.The American progenitor of these statutes—New York’s Judiciary Law § 487—criminalizes attorney deceit and creates a private cause of action for treble damages. Other states’ laws, like California’s, create criminal liability only. The statutes of Iowa, New Mexico, and Wyoming create civil liability only. But any statute that gives rise to criminal liability or to treble damages deserves careful attention from those to whom it applies. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452842 452842 98 G5569 1:02:13 https://www.pli.edu/programs/consumer-bankruptcy-cases/454647?tCode=WTC5_RSS01 Consumer bankruptcy Practice skills (Bankruptcy and restructuring) Litigation Public interest law and pro bono Taken from the Web Program Recorded November 18, 2025 in New YorkConsumer Bankruptcy: Select Debtor Issues; Tips and Traps When Representing Consumer Debtors [01:01:27]Bankruptcy judges and experienced consumer debtor lawyers will discuss select issues and provide practical tips for representing parties in Chapter 7 and Chapter 13 cases. After completing this session, participants will:Gain insights into conducting an effective client intake in a consumer caseUnderstand the pros and cons of whether and when to file a bankruptcy petition and the differences between Chapter 7 and Chapter 13 casesLearn practical tips on identifying and avoiding common pitfalls when representing clients in consumer casesLearn how to prepare clients for a successful 341 examinationUnderstand the basics of Chapter 13 filings including benefits, eligibility, and mechanics of the Chapter 13 processRachel S. Blumenfeld, Lorna J. LaMotteThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tips and Traps for Attorneys Representing Consumer Debtors (August 2025)Rachel S. BlumenfeldOverview of a Chapter 13 Case and Practice Tips (August 2025)Lorna J. LaMotte Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454647 454647 98 G3034 1:01:27 https://www.pli.edu/programs/consumer-bankruptcy-cases/454653?tCode=WTC5_RSS01 Bankruptcy and restructuring Consumer bankruptcy Chapter 7 Litigation Public interest law and pro bono Taken from the Web Program Recorded November 18, 2025 in New YorkCreditor Issues in Chapter 7 Cases and the Procedural Nuts and Bolts of Practicing in the Bankruptcy Court [01:06:33]This presentation will cover key creditor issues such as non-dischargeability and objection to discharge complaints and filing proofs of claims. The presentation will also cover the nuts and bolts of procedural issues when practicing in the bankruptcy court including eligibility to practice, ECF privileges, signing documents, and virtual appearances. After completing this session participants will:Understand key issues when considering filing a non-dischargeability or objection to discharge complaint including timing, procedure, and burden of proofBe aware of proof of claim filing requirements and gain knowledge on common tips and trapsUnderstand the nuts and bolts of practicing in the Bankruptcy Court including eligibility requirements, signing documents by lawyers and clients, ECF privileges and passwords, and virtual appearancesSusan D. Golden, Lori Lapin JonesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Lori Lapin Jones and Daniel LeBrun, Select Creditor Issues in Chapter 7 Cases (August 2025)Lori Lapin Jones Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454653 454653 98 G3034 1:06:33 https://www.pli.edu/programs/consumer-bankruptcy-cases/454650?tCode=WTC5_RSS01 Bankruptcy and restructuring Consumer bankruptcy Litigation Public interest law and pro bono Taken from the Web Program Recorded November 18, 2025 in New YorkConsumer Bankruptcy: Case Law Update and Views From the Bench [01:19:41]This presentation will cover recent U.S. Supreme Court, appellate, and bankruptcy court decisions with insights from U.S. Bankruptcy Court judges and panel trustees. The session will also include practitioners providing insights and tips based on recent case law and trends. After completing this session, participants will:Be current on recent U.S. Supreme Court and key appellate decisions as well as recent bankruptcy decisions of interest on consumer bankruptcy issuesUnderstand how recent decisions may impact advising debtor and creditor clientsGain practice tips for representing debtors and creditors in consumer bankruptcy casesBe aware of recent trends and emerging issuesHon. Lisa G. Beckerman, Salvatore LaMonica, Hon. Kyu Y. (Mike) PaekThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Case Law Update 2025 (September 2025)Salvatore LaMonica Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454650 454650 98 G3034 1:20:23 https://www.pli.edu/programs/california-privacy-law/454613?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Taken from the Web Program Recorded November 18, 2025 in San FranciscoThe Outside Counsel Perspective [01:03:25]After completing this session, participants will be able to: Learn the key litigation risks companies face.Understand the plaintiff perspective – what are you looking for regarding companies as likely targets?Analyze what steps a company should take to minimize risk.David Rudolph, Jeffrey TsaiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Illustrative Decisions on California Privacy Law (Nov. 2024–Sept. 2025) (September 26, 2025)Randall W. EdwardsOrder Re: Class Certification, Frasco v. Flo Health, No. 21-cv-00757-JD (N.D. Cal. 2025)David RudolphAmended Order Re: Post-Trial Motions, Frasco v. Flo Health, No. 21-cv-00757-JD (N.D. Cal. 2025)David RudolphOrder Denying Google’s Motion for Summary Judgment, Rodriguez v. Google, LLC, No. 20-cv-04688-RS (N.D. Cal. 2025)David RudolphGutierrez v. Converse Inc., et al., No. 2:23-cv-06547-KK-MAR (C.D. Cal. 2024)David RudolphMemorandum, Gutierrez v. Converse Inc., et al., No. 24-4797 (9th Cir. 2025)David RudolphCal. Senate Committee on Public Safety, Proposed Amendment to CIPA, SB 690 (April 29, 2025)David RudolphRecent Notable Decisions in California Privacy Law (2025) (September 25, 2025)David RudolphPresentation MaterialThe Outside Counsel PerspectiveDavid Rudolph, Jeffrey Tsai Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454613 454613 98 G3890 1:04:07 https://www.pli.edu/programs/california-privacy-law/454619?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded November 18, 2025 in San FranciscoThe In-House Perspective [00:59:08]After completing this session, participants will be able to: Understand the nuts and bolts of the CCPA and receive an overview of the requirements.Analyze the differences between the CCPA and existing California privacy laws and GDPRUnderstand significant internal steps for CCPA compliance and answer pressing questions: What are the critical unanswered questions at this time? What is the process to operationalize compliance? What is the role of the in-house attorney versus a non-attorney compliance officer?Scott Pink, Jennifer GraceThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Planning a CCPA-Compliant Privacy Program, Ch. 11 Practising Law Institute, California Consumer Privacy Act Annotated (April 2025)Scott PinkPresentation MaterialThe In-House PerspectiveJennifer Grace, Scott W. Pink Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454619 454619 98 G3890 0:59:50 https://www.pli.edu/programs/california-privacy-law/454616?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Education Taken from the Web Program Recorded November 18, 2025 in San FranciscoThe Regulator Perspective [01:00:44]After completing this session, participants will be able to: Analyze the priorities from the California Attorney General’s (AG’s) office regarding enforcement and timeline issues, as we enter year three.Understand what steps and education the AG’s office considers essential for company compliance.Randall W. Edwards, Michael S. Macko, Stacey D. SchesserThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Office of the Attorney General of California, Frequently Asked Questions, California Consumer Privacy Act (CCPA) (Updated March 13, 2024)Stacey D. SchesserOffice of the Attorney General of California, CCPA Enforcement Case Examples (Updated August 24, 2022)Stacey D. SchesserOffice of the Attorney General of California, Press Release, Following Data Privacy Day, Attorney General Bonta Reminds Consumers of Their Right to Opt-Out of the Sale of Their Personal Information (January 29, 2025)Stacey D. SchesserOffice of the Attorney General of California, Press Release, Attorney General Bonta Announces Investigative Sweep of Location Data Industry, Compliance with California Consumer Privacy Act (March 10, 2025)Stacey D. SchesserOffice of the Attorney General of California, Press Release, State Privacy Regulators Assemble: Attorney General Bonta Announces Bipartisan Consortium of Privacy Regulators (April 16, 2025)Stacey D. SchesserOffice of the Attorney General of California, Press Release, Attorney General Bonta Announces Largest CCPA Settlement to Date, Secures $1.55 Million from Healthline.com (July 1, 2025)Stacey D. SchesserOffice of the Attorney General of California, Press Release, Attorney General Bonta Announces Joint Investigative Privacy Sweep: CO, CT, and CA Investigate Businesses Refusing to Honor Consumers’ Right to Opt-Out of the Sale of Their Personal Information (September 9, 2025)Stacey D. SchesserCalifornia Privacy Protection Agency, Resources for Business, Does My Business Need to Comply with the CCPA? (September 2025)Michael S. MackoCalifornia Privacy Protection Agency, Resources for Business, What Is “Personal Information”? (September 2025)Michael S. MackoCalifornia Privacy Protection Agency, Resources for Business, What General Notices are Required by the CCPA? (September 2025)Michael S. MackoCalifornia Privacy Protection Agency, Resources for Business, What Is OOPS and How Does a Business Respond? (September 2025)Michael S. MackoCalifornia Privacy Protection Agency, Applying Data Minimization to Consumer Requests, Enforcement Advisory No. 2024-01 (April 2, 2024)Michael S. MackoCalifornia Privacy Protection Agency, Avoiding Dark Patterns: Clear and Understandable Language, Symmetry in Choice, Enforcement Advisory No. 2024-02 (September 4, 2024)Michael S. MackoPresentation MaterialThe Regulator PerspectiveRandall W. Edwards, Michael S. Macko, Stacey D. Schesser Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454616 454616 98 G3890 1:00:44 https://www.pli.edu/programs/pension-plan-investments/454660?tCode=WTC5_RSS01 Employee benefit plans Defined contribution plans Employee benefits litigation Pleadings (Litigation) ESG (Securities and other financial products) Taken from the Web Program Recorded November 18, 2025 in New York2025 ERISA Litigation Update [01:29:54]During this panel, a plaintiff-side litigator, a defense-side litigator and an in-house financial institution attorney will discuss procedural and substantive trends and developments in ERISA litigation. After attending this session, participants will be able to:Assess the economic environment, strategic considerations, pleading standards and other factors that drive ERISA litigationReview of status of ESG investing litigationReview the current status of litigation regarding DOL guidanceSummarize litigation developments in the defined contribution plan litigationEvaluate how defined benefit litigation developments, including pension actuarial assumption litigation and annuity purchase litigation, will affect the plans they represent.Speakers: Shannon Barrett, Arthur H. Kohn, Michelle C. Yau The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Robert N. Eccles and Shannon M. Barrett, Fiduciary Litigation Under ERISA (December 31, 2023)Shannon M. Barrett Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454660 454660 98 G3138 1:30:36 https://www.pli.edu/programs/pension-plan-investments/454666?tCode=WTC5_RSS01 Employee benefit plans Qualified professional asset manager Exemptions (Qualified professional asset manager) Regulation, compliance, and enforcement (Employee benefits) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 18, 2025 in New YorkCase Study: Manager-Side Plan Investment Issues in 2025 [01:01:17]This panel will use a case study to review manager-side issues relating to ERISA plan investors. The panel will analyze the impact of the evolving ERISA regulatory landscape on managers. After attending this session, participants will be able to:Identify certain fund/IMA terms that should be updated and/or that should be reviewed carefullyDiscuss trends relating to side letter requests etc.Explore the current landscape of ESG considerations under ERISA and for state plans – understand tension with EU trendsEvaluate the status of amended QPAM exemption and lessons learned after 1-yearAnalyze developments related to retail investorsSpeakers: Erin K. Cho, Beth J. Dickstein, Patrick S. Menasco, David C. OlsteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Elizabeth L. Dyer, et al., Cleary Gottlieb Steen & Hamilton LLP, Alert Memorandum, Feathering the Nest Egg: Executive Order Promotes 401(k) Access to Alternative Assets (August 8, 2025)Elizabeth L. DyerU.S. Department of Labor, Employee Benefits Security Administration, 29 CFR Part 2550, Proposed Amendment to Prohibited Transaction Class Exemption 84–14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (July 18, 2022)Elizabeth L. DyerErin K. Cho, et al., Mayer Brown LLP, President Trump Signs Executive Order Seeking to Expand Availability of Alternative Assets in 401(k) Plans (August 12, 2025)Erin K. Cho,Richard E. NowakJeremy I. Senderowicz, et al., Goodwin, Alert, Trump Administration’s Executive Order to Facilitate Availability of Alternative Assets in Defined Contribution Plans: What Does It Mean? (August 8, 2025)Patrick S. MenascoPatrick S. Menasco, et al., Goodwin, Alert, DOL Abandons ESG Rule in Investment Duties Regulation; Rescinds Cryptocurrency Guidance (June 23, 2025)Patrick S. MenascoMemorandum Opinion and Order, Utah v. Micone, No. 2:23-cv-016-Z (N.D. Tex. 2025)Elizabeth L. DyerDetailed Chart, Individual Exemptions Allowing Continued Reliance on PTE 84-14 Where Section I(g) Is Not SatisfiedElizabeth L. DyerPresentation MaterialCase Study: Manager-Side Plan Investment Issues in 2025Erin K. Cho, Beth J.. Dickstein, Patrick S. Menasco, David C. Olstein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454666 454666 98 G3138 1:01:17 https://www.pli.edu/programs/pension-plan-investments/454663?tCode=WTC5_RSS01 Employee benefits Employee benefit plans 401(k) plans Retirement benefits Investment fund management Taken from the Web Program Recorded November 18, 2025 in New YorkCase Study: Specific Considerations Raised by Different Types of Plan Investors [01:15:58]This panel will use a case study to review specific considerations raised by different types of plan investors (e.g., union plan investors, governmental plan investors, retail investors (IRAs, 401(k))). After attending this session, participants will be able to:Identify unique considerations raised by union plan investorsIdentify specific considerations for state plan investorsDiscuss trends relating to retail investorsSpeakers: David M. Cohen, James S. Frazier, Janet M. Lee, Alan S. Wilmit The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Elizabeth L. Dyer, et al., Cleary Gottlieb Steen & Hamilton LLP, Alert Memorandum, Feathering the Nest Egg: Executive Order Promotes 401(k) Access to Alternative Assets (August 8, 2025)Elizabeth L. DyerThe White House, Presidential Actions, Executive Orders, Democratizing Access to Alternative Assets for 401(k) Investors (August 7, 2025)Elizabeth L. DyerU.S. Department of Labor, Employee Benefits Security Administration, Compliance Assistance Release No. 2025-01 (May 28, 2025)Elizabeth L. DyerU.S. Department of Labor, Employee Benefits Security Administration, Supplemental Statement on Private Equity in Defined Contribution Plan Designated Investment Alternatives (December 21, 2021)Elizabeth L. DyerU.S. Department of Labor, News Release, U.S. Department of Labor Rescinds 2021 Supplemental Statement on Alternative Assets in 401(k) Plans (August 12, 2025)Elizabeth L. DyerU.S. Department of Labor, News Release, U.S. Department of Labor Rescinds 2022 Guidance on Cryptocurrency in 401(k) Plans (May 28, 2025)Elizabeth L. DyerU.S. Department of Labor, Employee Benefits Security Administration, Information Letter to Pantheon and Partners Group (USA) Inc. (June 3, 2020)Elizabeth L. DyerU.S. Department of Labor, Employee Benefits Security Administration, Information Letter 03-21-1996 (March 21, 1996)Elizabeth L. Dyer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454663 454663 98 G3138 1:15:58 https://www.pli.edu/programs/pension-plan-investments/454657?tCode=WTC5_RSS01 Employee benefits Employee benefit plans Qualified plans (Employee benefit plans) Qualified professional asset manager Exemptions (Qualified professional asset manager) Taken from the Web Program Recorded November 18, 2025 in New York2025 Current Issues in Plan Investments: Plan-Side Issues [01:01:42]During this panel leading plan advisor experts will discuss current issues and trends affecting how plans make investment decisions. After attending this session, participants will be able to:Discuss consideration of “ESG” factors when fiduciaries are making investment decisionsEvaluate ERISA issues raised by offering plan sponsor products and services in a planDiscuss potential impact of recent guidance when making investment decisionsSpeakers: Jennifer A. Neilsson, Erica L. Rozow, Matthew T. RutchikThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Current Issues in Plan Investments: Plan-Side Issues (Outline)Erika L. RozowSimpson Thacher, Memorandum, President Orders Department of Labor and Securities and Exchange Commission to Democratize Access to Alternative Assets for 401(k) Plans (August 7, 2025)Erika L. RozowPresentation MaterialCurrent Issues in Plan Investments: Plan-Side IssuesJennifer A. Neilsson, Erica L. Rozow, Matthew T. Rutchik Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454657 454657 98 G3138 1:01:42 https://www.pli.edu/programs/pension-plan-investments/454669?tCode=WTC5_RSS01 Employee benefit plans Qualified professional asset manager Exemptions (Qualified professional asset manager) Regulation, compliance, and enforcement (Employee benefits) Retirement benefits Taken from the Web Program Recorded November 18, 2025 in New YorkTaking Stock of DOL Developments Leading up to the Present [01:06:23]During this panel, practitioners will discuss the DOL’s guidance over the last couple of years including the amendments to the QPAM exemption and the Retirement Security Rule guidance package. After attending this session, participants will be able to:Understand the impact of the changes ushered in by the QPAM exemption amendments and the final Retirement Security Rule guidance packageDiscuss current DOL initiativesAnalyze how things have changed over the years?Speakers: Elizabeth L. Dyer, Linda J. Haynes, Melanie NussdorfThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Elizabeth L. Dyer, et al., Cleary Gottlieb Steen & Hamilton LLP, Alert Memorandum, Feathering the Nest Egg: Executive Order Promotes 401(k) Access to Alternative Assets (August 8, 2025)Elizabeth L. DyerThe White House, Presidential Actions, Executive Orders, Democratizing Access to Alternative Assets for 401(k) Investors (August 7, 2025)Elizabeth L. DyerNews Release, U.S. Department of Labor, U.S. Department of Labor Applauds President Trump’s Action to Expand Retirement Investment Options (August 7, 2025)Elizabeth L. DyerU.S. Department of Labor, Employee Benefits Security Administration, Advisory Opinion 2025-01A (July 21, 2025)Elizabeth L. DyerU.S. Department of Labor, Employee Benefits Security Administration, Compliance Assistance Release No. 2025-01 (May 28, 2025)Elizabeth L. DyerMelanie Nussdorf, Eric G. Serron and Raisa M. Daigneault, Steptoe LLP, Client Alerts, The Department of Labor Provides Final Changes to QPAM Exemption (April 10, 2024)Melanie NussdorfU.S. Department of Labor, Agency Rule List (Spring 2025)Elizabeth L. DyerU.S. Department of Labor, Employee Benefits Security Administration, 29 CFR Parts 2560 and 2570, Voluntary Fiduciary Correction Program, 90 Fed. Reg. 4192, No. 9 (January 15, 2025)Elizabeth L. DyerCleary Gottlieb Steen & Hamilton LLP, How to Lose (or not Lose) the QPAM Exemption in 75 Days—The DOL’s Final QPAM Amendments (April 12, 2024)Elizabeth L. DyerU.S. Department of Labor, Employee Benefits Security Administration, 29 CFR Part 2550, Proposed Amendment to Prohibited Transaction Class Exemption 84–14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (July 18, 2022)Elizabeth L. Dyer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454669 454669 98 G3138 1:06:23 https://www.pli.edu/programs/insider-trading-law/454743?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Government investigations (Data breach) Regulation, compliance, and enforcement (Securities and other financial products) Insider trading Digital assets Taken from the Web Program Recorded November 18, 2025 in New YorkAdvising Clients with Insider Trading Issues [00:56:13]This panel will demonstrate how to advise clients on insider trading issues. After completing this session, participants will be able to:Analyze critical insider trading issues for clientsAddress practical concerns with insider trading issues, including in the digital asset spaceUnderstand whether recent legal developments and enforcement actions impact the advice we should giveDevelop an effective insider trading compliance programRepresent clients in a government investigation: avoid pitfallsPanel Leader: Ryan P. PoscabloSpeakers: Andrew Bauer, Harris Fischman, David I. Miller, Nicholas Sloey The purchase price of this Web Program segment includes the following article from the Course Handbook available online:David I. Miller, Robert A. Horowitz and Charles J. Berk, ‘Shadow Trading’ and ‘SEC v. Panuwat’: An Expansive Trend in Insider Trading Enforcement?, New York Law Journal (March 2, 2022)David I. Miller Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454743 454743 98 G3010 0:56:55 https://www.pli.edu/programs/insider-trading-law/454745?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Securities fraud Insider trading Technology Taken from the Web Program Recorded November 18, 2025 in New YorkWhat Is Insider Trading Law, Recent Enforcement Focus, and Applications to New Technology and Industries [01:00:36]This panel will cover recent developments in insider trading law. After completing this session, participants will be able to:Understand insider trading and learn how the law has developedCompare Title 15 versus Title 18 securities fraud charges: the Blaszczak decisions and Kelly v. United StatesUnderstand the impact of recent high-profile DOJ/SEC/CFTC enforcement actionsUnderstand how recent Supreme Court decisions could affect insider trading enforcementIdentify the intersection of insider trading and the blockchain worldPanel Leader: David I. MillerSpeakers: Katherine R. Goldstein, Joanna Hendon, Brian A. Jacobs, Alexandra A.E. Shapiro The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Brian A. Jacobs, Thomas A. McKay and Jessica Salley, Shadow Trading Theory and Congress, The Review of Securities & Commodities Regulation, An Analysis of Current Laws and Regulations Affecting the Securities and Futures Industries, Vol. 58, No. 4 (February 19, 2025)Brian A. JacobsIndictment, United States v. Chastain, 22 CRIM 305 (S.D.N.Y. 2022)David I. MillerOral Argument Requested, Memorandum of Law in Support of Nathaniel Chastain’s Motion to Dismiss the Indictment, United States v. Chastain, No. 22-cr-305 (JMF) (S.D.N.Y. 2022)David I. MillerMemorandum 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)David I. MillerMemorandum of Law in Support of Nathaniel Chastain’s Motion In Limine to Preclude Questioning, Testimony, Exhibits, or Jury Addresses Using “Insider Trading,” “Front Running,” or Similar Terms, United States v. Chastain, No. 22-cr-305 (JMF) (S.D.N.Y. 2023)David I. MillerOpinion, United States v. Chastain, No. 23-7038 (2d Cir. 2025)David I. MillerDefendants Ishan and Nikhil Wahi’s Motion to Dismiss, Securities and Exchange Commission v. Wahi, et al., No. 2:22-cv-01009 (W.D. Wash. 2023)David I. MillerIndictment, United States v. Wahi, et al., No. 22 CRIM 392 (S.D.N.Y. 2022)David I. MillerComplaint, Jury Trial Demanded, Securities and Exchange Commission v. Wahi, et al., No. 2:22-cv-01009 (W.D. Wash. 2022)David I. MillerDavid I. Miller and Grant MacQueen, Martoma—The Latest Critical Insider Trading Decision, Law360 (June 27, 2018)David I. MillerPresentation MaterialWhat Is Insider Trading Law, Recent Enforcement Focus, and Applications to New Technology and IndustriesAlexandra A.E. Shapiro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454745 454745 98 G3010 1:00:37 https://www.pli.edu/programs/insider-trading-law/454741?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Insider trading Technology Taken from the Web Program Recorded November 18, 2025 in New YorkEnforcement Priorities: Now and the Future [01:01:36]This panel will cover government enforcement priorities related to insider trading law. After completing this session, participants will be able to:Understand the government’s enforcement focus in recent yearsDiscuss recent DOJ/SEC/CFTC insider trading actionsRecognize how recent court decisions may affect the government’s efforts and prioritiesDiscuss how new technology may affect the government’s enforcement decisionsAnticipate what’s coming down the pikePanel Leader: David I. MillerSpeakers: Amanda Houle, James McDonald, Charles D. RielyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Court-Appointed Amicus Curiae’s Letter Brief, United States v. Blaszczak, et al., Nos. 18-2811, 18-2825, 18-2867, 18-2878 (December 27, 2022)David I. Miller Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454741 454741 98 G3010 1:01:37 https://www.pli.edu/programs/understanding-sports-betting-regulation/456678?tCode=WTC5_RSS01 Sports Taken from the Web Program Recorded November 18, 2025 in New YorkUnderstanding Sports Betting Regulation [01:05:01]After completing this program, viewers should be prepared to: Discuss Pre-2018 Sports BettingGambling in the USOrganized crime concernsIP issues and emergence of fantasy sportsAdam Silver’s op-ed and changing sports league attitudesReview Murphy v. NCAABrief trip through the Murphy decisionWhat Murphy did and did not doState models of sports betting role outUnderstand Regulatory Design on Market ImpactMonopoly statesFree-market statesTribal gaming statesExplain Why California and Texas Do Not Have Online Sports BettingBallot initiativesLegislative Initiatives entrenched stakeholdersTurning tides of Public OpinionsUnderstand Corruption ScandalsIs legal gambling to blameWhat are leagues wanting doneWhat are states looking at doingAssess Potential for Federal LegislationSAFE Bet ActOther DiscussionsRecognize Non-State Regulated CompetitorsSweepstakesOffshore MarketsPrediction MarketsMarc Edelman, John T. HoldenPresentation MaterialJoint Public Hearing, Mobile Sports Betting in New York: A First Year Review & Its Budget ImpactMarc Edelman, John T. Holden Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 456678 456678 98 G5616 1:05:01 https://www.pli.edu/programs/trends-in-crypto-enforcement/452749?tCode=WTC5_RSS01 Banking and finance Regulation, compliance, and enforcement (Securities and other financial products) Technology Cryptocurrencies Regulation, compliance, and enforcement (Technology) Across the U.S., crypto enforcement is in flux: at the federal level the SEC has pivoted in 2025 from aggressive enforcement toward rulemaking, while still signaling it will pursue fraud involving digital assets. The DOJ likewise recalibrated this spring by disbanding its crypto enforcement team and refocusing resources on crypto-facilitated crime (such as terrorism, narcotics, and hacking). Meanwhile, states are increasing enforcement efforts, led by the New York Office of the Attorney General. Other states are stepping up as well, with California’s DFPI bringing its first enforcement under the new Digital Financial Assets Law in June 2025, and state securities regulators continuing to conduct investigations and bring enforcement actions against crypto entities—underscoring that state consumer-protection and securities enforcement will continue even as federal priorities shift.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452749 452749 98 G5572 1:02:41 https://www.pli.edu/programs/directors-institute-on-corporate-governance/454507?tCode=WTC5_RSS01 Corporate governance Board of directors Board composition Risk management (Corporate governance) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 17, 2025 in New YorkHot Topics for Boards [01:01:03]Participants will leave this program with a greater understanding of: Risk oversight – what keeps directors up at nightAdapting to (de)regulatory changeShareholder engagement trends and developmentsSustainability – navigating conflicting stakeholder expectationsBoard composition and refreshmentCEO succession planning and effectively managing board relationshipsModerator: Ning S. Chiu Speakers: Carolyn Cross, Ravi Ramchandani, Beth Sasfai, Kimberly SimpsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:DavisPolk, Implementation by Other Companies of the Retail Investor Voting Program Developed by ExxonMobil (September 22, 2025)Ning Chiu,Louis Goldberg,Michael KaplanDavisPolk, New ExxonMobil Program for Retail Shareholders Aims to Promote Greater Participation in Proxy Voting (September 15, 2025)Ning Chiu,Louis Goldberg,Michael KaplanVanguard Investor Choice 2025, Investor Participation and Preferences (September 2025)Carolyn Cross Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454507 454507 98 G3030 1:01:03 https://www.pli.edu/programs/directors-institute-on-corporate-governance/454510?tCode=WTC5_RSS01 Corporate governance Board of directors Regulation, compliance, and enforcement (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 17, 2025 in New YorkCriminal and Regulatory Enforcement Concerns for Corporate Directors [01:16:01]Participants will leave this program with a greater understanding of: Government enforcement priorities and trends relevant to corporate directors Changes in the enforcement environment under the new administration Advising and managing boards in connection with criminal and regulatory enforcement Proper handling of corporate crises stemming from whistleblower allegations and investigations Moderator: Preet Bharara Speakers: Amanda Houle, Joon H. Kim, Joan M. LoughnaneThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cleary Gottlieb, Alert Memorandum, SEC Announces Formation of Cross-Border Task Force to Combat Fraud (September 9, 2025)Thomas A. Bednar,Samuel Levander,Robin M. Bergen,Matthew C. Solomon,Joon H. Kim,Victor L. Hou,Breon S. PeaceCleary Gottlieb, Alert Memorandum, A Tale of Two Investigations: The Value of Voluntary Disclosure (August 13, 2025)Christopher R. Kavanaugh,Elsbeth Bennett,Breon S. Peace,Lev L. Dassin,Jennifer Kennedy Park,David A. Last,Joon H. KimCleary Gottlieb, Alert Memorandum, DOJ Issues Revised FCPA Guidelines: A Strategic Focus on U.S. National Interests and High-Impact Enforcement (June 11, 2025)Christopher R. Kavanaugh,Jackson Adams,David A. Last,Lisa Vicens,Rahul Mukhi,Joon H. Kim,Andres Saenz,Jennifer Kennedy ParkCleary Gottlieb, Alert Memorandum, DOJ Criminal Division Announces White Collar Enforcement Plan and Revisions to Three Key Policies (May 15, 2025)Chris Kavanaugh,Jackie M. Brune,Ye Eun (Charlotte) Chun,David A. Last,Rahul Mukhi,Lisa Vicens,Jennifer Kennedy Park,Matthew M. Yelovich,Joon H. KimCleary Gottlieb, Alert Memorandum, Department of Justice Reverses Course on Media Policy (April 28, 2025)Joon H. Kim,Rahul MukhiCleary Gottlieb, Alert Memorandum, Trump Administration Targets International Cartels and Transnational Criminal Organizations, Shifting Enforcement Focus for Businesses (February 10, 2025)Katherine Lynch,Jordan McMeans,Samuel Chang,Joon H. Kim,Lisa Vicens,Rahul Mukhi,David A. Last Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454510 454510 98 G3030 1:16:01 https://www.pli.edu/programs/directors-institute-on-corporate-governance/454516?tCode=WTC5_RSS01 Corporate law Corporate governance Board of directors Shareholders (Corporate governance) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 17, 2025 in New YorkCorp Law Spotlight: What Boards Need to Know [01:16:14]Participants will leave this program with a greater understanding of recent corporate governance developments and controversies in corporate law, including: Recent amendments to the Delaware General Corporation LawInterstate competition in corporate lawLimits on corporate private orderingDirector independence and oversightManaging conflicts in control transactionsTrends in shareholder litigationModerator: Srinivas M. RajuSpeakers: Prof. Lawrence Cunningham, Shannon E. German, Ryan A. McCleodThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Harvard Law School Forum on Corporate Governance, The Big Picture on a Small State: The Charter Competition Debate (July 31, 2025)Lawrence A. CunninghamProMarket, What Is the Furor Behind Delaware SB 21? (April 9, 2025)Lawrence A. CunninghamDelaware Aptly Balances Certainty and Scrutiny in Corporate Law (February 24, 2025)Lawrence A. CunninghamDelaware Corporate Law Still Gold Standard Amid ESG Blowback (November 21, 2024)Lawrence A. CunninghamRecent Developments in Delaware Corporate Law (February 21, 2025)Catherine G. Dearlove,Blake RohrbacherPresentation MaterialCorp Law Spotlight: What Boards Need to Know Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454516 454516 98 G3030 1:16:14 https://www.pli.edu/programs/directors-institute-on-corporate-governance/454519?tCode=WTC5_RSS01 Corporate governance Board of directors Shareholders (Corporate governance) Activist shareholders Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 17, 2025 in New YorkGovernance and Shareholder Activism [01:00:37]Participants will leave this program with a greater understanding of: Practices and pitfalls from the 2025 proxy season Current trends in shareholder activism Risks and benefits of board-level engagement with activist investors Off-season activist engagements What’s next: the 2026 proxy season and beyond Moderator: Elizabeth R. Gonzalez-Sussman Speakers: Amy Shih-Hua Feng, Amy Lissauer, Scott S. WinterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Skadden, SEC Reporting & Compliance Alert, SEC Grants No-Action Relief for Retail Voting Program (September 18, 2025)Elizabeth R. Gonzalez-SussmanSkadden, Activists Say ‘Yes’ to ‘Vote No’ Campaigns in 2025 (Summer 2025)Elizabeth R. Gonzalez-Sussman,Louis Davis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454519 454519 98 G3030 1:01:19 https://www.pli.edu/programs/directors-institute-on-corporate-governance/454513?tCode=WTC5_RSS01 Corporate governance Board of directors Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded November 17, 2025 in New YorkPrivacy, Cyber & AI: The Board’s Oversight Role [01:00:26]Participants will leave this program with a greater understanding of: Authenticity of Users and Data -- identity access management: verifying users, overcoming deepfakes, pervasive North Korean initiative to place virtual employees in IT departments, the Signal fiasco, etc.National Security and Safety -- vulnerable critical infrastructure, attacks on the defense sector, threats to undersea cablesPersonal Security of corporate officers and board members, and their families; impact of AI and cyber vulnerabilities in targeting executivesGuardrails risk and opportunity of AI; security and privacy implications/ considerationsCybersecurity, Privacy and Data Protection - General credit in NYCFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Moderator: Miriam H. Wugmeister  Speakers: Deneen L. Donnley, Prof. Judith H. Germano, Allison HoffmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Privacy and Cybersecurity: Governance, Oversight, and Third-Party Risk (September 12, 2025)Katherine Wang,Miriam H. Wugmeister,Whitney Lee Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454513 454513 98 G3030 1:00:26 https://www.pli.edu/programs/best-practices-in-equitable-legal-supervision/454496?tCode=WTC5_RSS01 Employment and labor Practice skills (Public interest law and pro bono) Professional development Career development Taken from the Web Program Recorded November 17, 2025 in San FranciscoSupervision Basics – Building a Comprehensive Supervision Strategy [01:04:03]Creating a successful supervision program within an organization or firm requires thoughtful planning, communication, and candid reflection. The speakers will discuss the basics of building and implementing a comprehensive supervision strategy. After completing this session, participants will be able to: Understand why robust supervision is importantRecognize what makes a good supervisorAssess different roles of a supervisor Create a culture of feedbackJenna Collins, Tyler PressThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Dennis L. Rockway, Some Thoughts on Giving Supervisory Feedback, Management Information Exchange Journal (2005)Jenna Collins,Tyler PressPresentation MaterialBest Practices in Equitable Legal Supervision 2025 (PowerPoint Slides)Jenna Collins, Tyler Press Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454496 454496 98 G4901 1:04:03 https://www.pli.edu/programs/best-practices-in-equitable-legal-supervision/454493?tCode=WTC5_RSS01 Employment and labor Practice skills (Public interest law and pro bono) Professional development Diversity, inclusion, and elimination of bias in law practice Career development Taken from the Web Program Recorded November 17, 2025 in San FranciscoEquity in Supervision Basics [01:00:55]Ensuring equity, inclusivity, and belonging in supervision requires all attorneys, management, and staff have a firm understanding of what equity actually means in legal supervision and are able to put that understanding into practice to foster staff growth and excellent supervision. After completing this session, participants will:Understand and be able to explain why is equity in supervision important?Importance of managing attorneys/executive directors recognizing and communicating how their positions/backgrounds may relate to or differ from attorneys, staff, clientsDefine and Understand equity terms in legal supervision (including supervision across difference/privilege; implicit bias; racial/identity anxiety; stereotype threat)Illustrate how these concepts may also interplay with discussions of clients, case planning, legal strategies, and outcomesJenna Collins, Tyler PressThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mitigating Implicit Bias WorksheetJenna Collins,Tyler PressKara Baskin, Rapport: The Hidden Advantage That Women Managers Bring to Teams, Harvard Business School Working KnowledgeJenna Collins,Tyler Press Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454493 454493 98 G4901 1:01:37 https://www.pli.edu/programs/best-practices-in-equitable-legal-supervision/454490?tCode=WTC5_RSS01 Employment and labor Diversity, inclusion, and elimination of bias Practice skills (Public interest law and pro bono) Professional development Career development Taken from the Web Program Recorded November 17, 2025 in San FranciscoSupervising Across Privilege in Both Directions [01:01:35]Privilege and differences in identity are not a one-way street in supervision and can create both challenges and opportunities in the legal supervision relationship. In order to ensure robust and excellent supervision for all staff, law firms and legal services organizations must thoughtfully consider those challenges and opportunities. After attending this session, program participants will:Understand some of the unique challenges supervising across privilege poses (challenges for both supervisors & supervisees)Have a number of actionable solutions, strategies, and tools for supervising privilegeCreating supervision systemsHaving difficult conversationsHiring, retaining, and promoting diverse staffFacilitating inclusive meetingsJenna Collins, Tyler Press The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Quiet Revolution, Inclusive Meetings Checklist (2018)Jenna Collins,Tyler Press Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454490 454490 98 G4901 1:02:17 https://www.pli.edu/programs/ai-regulation-and-litigation-update-the-changing-legal-landscape-since-june-2025/452578?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology litigation Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) This one-hour briefing delivers a focused update on the most significant artificial intelligence regulatory developments and litigation outcomes that have emerged since June 2025. The session will examine key changes in the rapidly evolving AI legal environment, providing practical insights for organizations across industries implementing AI technologies. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452578 452578 98 G5565 1:02:20 https://www.pli.edu/programs/fear-based-leadership-in-law-firms-impact-and-solutions-for-future-proofing-in-the-age-of-ai-and-generational-change/452337?tCode=WTC5_RSS01 Health care Professional development Attorney wellness Technology Artificial intelligence Fear-based leadership—often tolerated in high performers—may appear effective on the surface, but it carries hidden costs: stalled innovation, rising attrition (especially among Gen Z and Millennial lawyers), and a shrinking leadership pipeline for law firms. As (and when) AI takes over routine legal tasks, what will set firms apart is not just technical tradecraft, but human strengths: emotional intelligence, trust, and sound judgment. Research confirms these capabilities can’t thrive in fear-based environments.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452337 452337 98 G5555 1:03:06 https://www.pli.edu/programs/pocket-mba/454434?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Taken from the Web Program Recorded November 13 - 14, 2025 in New YorkUnderstanding Accounting Fundamentals and Reporting Concepts [01:15:10]This panel will introduce attorneys to accounting concepts and principles. After completing this session, participants will be able to:Better understand core accounting and financial reporting concepts, including measurement and valuation issues associated with financial statement componentsIdentify the main differences among a financial statement audit, a “review” of financial statements engagement, and a compilation of engagementAssess how accounting fundamentals play a role in their practiceCharles K. Blank, Sandra M. Hanna, Elene KaranicolasPresentation MaterialAccounting FundamentalsCourse Materials: Understanding Accounting Fundamentals and Reporting ConceptsCourse Materials: Understanding Accounting Fundamentals and Reporting ConceptsCourse Materials: Understanding Accounting Fundamentals and Reporting ConceptsLeasesPrivate entities: Preparing for 2021 calendar year-end financial reportingRevenue from Contracts with CustomersSegment PowerPoint: Understanding Accounting Fundamentals and Reporting ConceptsCharles K. Blank, Sandra M. Hanna, Elene Karanicolas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454434 454434 98 G3217 1:15:52 https://www.pli.edu/programs/pocket-mba/454430?tCode=WTC5_RSS01 Accounting and financial reporting Practice skills (Accounting and financial reporting) Taken from the Web Program Recorded November 13 - 14, 2025 in New YorkFinancial Information Analysis [01:15:42]This panel will address how financial information is used in business strategies. After completing this session, participants will be able to:Properly evaluate common financial metrics such as:Earnings before interest, tax, depreciation, and amortization (EBITDA)Return on investment (ROI)Discounted cash flow (DCF)Net present value (NPV)Internal rate of return (IRR)Discount rateUnderstand why there is an increased focus on non-GAAP metricsAssess the effect of financial metrics on capital structureJaclyn Moyer, Brad SmithPresentation MaterialCourse Materials: Financial Information AnalysisCourse Materials: Financial Information AnalysisCourse Materials: Financial Information AnalysisFinancial Reporting ManualSEC Charges The Kraft Heinz CompanySEC vs KHCSegment PowerPoint: Financial Information AnalysisJaclyn Moyer, Brad Smith Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454430 454430 98 G3217 1:15:42 https://www.pli.edu/programs/pocket-mba/454422?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 13 - 14, 2025 in New YorkRegulatory and Legal Compliance in International Business and Trade [01:15:00]This panel will discuss the common and most prevalent compliance issues encountered by companies today. After completing this session, participants will be able to:Gain insight into the prevalent regulatory hurdles in international trade for companies of the day, including conflicting laws and regulatory regimes and their challengesBetter understand how economic sanctions, export controls, and emerging technologies like AI, and anti-bribery/Foreign Corrupt Practices Act compliance affects current cross-border economic opportunities. What are the emerging issues to be aware of?Prioritize compliance resources, including through risk-based approachesLearn about the impact that Foreign Direct Investment has on international business and how to comply with regulations enforced by the Committee on Foreign Investment in the United States (CFIUS)IAPP Privacy credit for Privacy Professionals CCB CEU Credit for Compliance Certification Board Professionals Sandra M. Hanna, Zachary Goldman, Claire RajanPresentation MaterialInternational Corporate ComplianceCourse Materials: Regulatory and Legal Compliance in International Business and TradeSegment Materials: Regulatory and Legal Compliance in International Business and TradeZachary Goldman, Sandra M. Hanna, Claire RajanSegment PowerPoint: Regulatory and Legal Compliance in International Business and TradeZachary Goldman, Sandra M. Hanna, Claire Rajan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454422 454422 98 G3217 1:15:00 https://www.pli.edu/programs/pocket-mba/454418?tCode=WTC5_RSS01 Mergers and acquisitions Practice skills (Corporate law) Taken from the Web Program Recorded November 13 - 14, 2025 in New YorkClosing the Transaction: Practical Legal Considerations [01:14:11]This panel will provide an introduction to transaction timing, the third party financing process, and common closing conditions. After completing this session, participants will be able to:Prepare for due diligence challenges, including commercial, legal, and tax considerationsAssess effective negotiation strategiesBetter understand common financing considerations, such as the marketing period, financing commitments, and financing cooperationGain insight into deal types with unique considerations, like RWI insurance, public deals, and carve-out transactionsCharles K. Blank, William R. MyerPresentation MaterialCourse Materials: Closing the Transaction: Practical Legal ConsiderationsCourse Materials: Closing the Transaction: Practical Legal ConsiderationsCourse Materials: Closing the Transaction: Practical Legal ConsiderationsCourse Materials: Closing the Transaction: Practical Legal ConsiderationsCourse Materials: Ethical Considerations for Counsel in the Business WorldEarnouts Back on the Rise in M&A TransactionsSecurities Law Implications of Mergers and AcquisitionsSegment PowerPoint: Closing the Transaction: Practical Legal ConsiderationsCharles K. Blank, William R. Myer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454418 454418 98 G3217 1:14:12 https://www.pli.edu/programs/pocket-mba/454416?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Taken from the Web Program Recorded November 13 - 14, 2025 in New YorkEthical Considerations for Counsel in the Business World [01:15:23]This panel will address the legal ethics rules and challenges that arise when advising clients in the financial industry, such as when representing organizations as clients, interacting with external auditors and the internal audit team, and when handling other financial information. After completing this session, participants will be able to:Determine which legal ethics rules are triggered when handling client financial informationBalance client advocacy with the attorney’s ethical dutiesAnticipate whether there is gatekeeper liability and familiarize themselves with the relevant states’ rulesIdentify whether there has been improper influence over an audit or reviewBetter understand the internal audit function and the audit committee, and what potential legal ethical conundrums present themselvesSandra M. Hanna, Jaclyn Moyer, James Q. WalkerPresentation MaterialEthical Issues Facing Lawyers in the Financial IndustrySegment PowerPoint: Ethical Considerations for Counsel in the Business WorldSandra M. Hanna, Jaclyn Moyer, James Q. Walker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454416 454416 98 G3217 1:16:05 https://www.pli.edu/programs/pocket-mba/454426?tCode=WTC5_RSS01 Capital structure Financial distress Bankruptcy and restructuring Debt restructuring Taken from the Web Program Recorded November 13 - 14, 2025 in New YorkBankruptcy and Evaluating the Financial Health of an Entity [01:15:38]This panel will discuss how to identify a company in distress and assess capital structure concerns. After completing this session, participants will be able to:Analyze the indicators and causes of financial distress, including solvency, liquidity, and financingEvaluate the restructuring process and alternatives, such as Chapter 11 reorganization and assignments for benefit of creditors (ABCs)Identify the stakeholders and determine the impact on constituents, such as employers, creditors, and customersCandace M. Arthur, Isabel AranaPresentation MaterialIntroduction to the Bankruptcy SystemCourse Materials: Bankruptcy and Evaluating the Financial Health of an EntitySegment PowerPoint: Bankruptcy and Evaluating the Financial Health of an EntityIsabel Arana, Candace M. ArthurSerta’s UnSurprising Take on Equitable Mootness Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454426 454426 98 G3217 1:15:39 https://www.pli.edu/programs/pocket-mba/454432?tCode=WTC5_RSS01 Accounting and financial reporting Securities filings and financial statements Taken from the Web Program Recorded November 13 - 14, 2025 in New YorkFinancial Statements in Practice [01:16:56]This panel will discuss the purposes of a entity’s financial statements and how they benefit the various users of the financial information. After completing this session, participants will be able to:Assess different financial statements, how they correlate with each other, and their usefulness in the analysis of a corporation’s operations:Income statementBalance sheetStatement of cash flowsStatement of shareholders’ equityIdentify common differences in financial reporting and accounting between publicly held companies and privately held or smaller companiesUnderstand how attorneys use financial statements in litigation and transactional mattersPeter A. Lennon, Andrew SotakPresentation MaterialCourse Materials: Financial Statements in PracticeCourse Materials: Financial Statements in PracticeCourse Materials: Financial Statements in PracticeSegment PowerPoint: Financial Statements in PracticePeter A. Lennon, Andrew SotakThe Lawyer’s Guide to Understanding Financial Statements –Part OneThe Lawyer’s Guide to Understanding Financial Statements –Part ThreeThe Lawyer’s Guide to Understanding Financial Statements –Part Two Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454432 454432 98 G3217 1:16:56 https://www.pli.edu/programs/pocket-mba/454428?tCode=WTC5_RSS01 Accounting and financial reporting Fairness opinions Practice skills (Corporate law) Taken from the Web Program Recorded November 13 - 14, 2025 in New YorkWhat is it Worth? Valuations [01:13:44]This panel will introduce the concept of “value” and what to look for in a valuation. After completing this session, participants will be able to:Improve their understanding of historical financial analysisIdentify differing valuation approachesApply valuation methodologies in the context of M&A, fairness opinions, disputes, commercial damages, and debt capacitySandra M. Hanna, Chris Gregory, Amanda StephensPresentation MaterialCourse Materials: What is it Worth? ValuationsSegment PowerPoint: What is it Worth? ValuationsChris Gregory, Sandra M. Hanna, Amanda StephensWhat is it worth? ValuationsWhat is it worth? Valuations Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454428 454428 98 G3217 1:13:44 https://www.pli.edu/programs/pocket-mba/454424?tCode=WTC5_RSS01 Capital structure Investment banks Capital markets Financing Equity instruments Taken from the Web Program Recorded November 13 - 14, 2025 in New YorkInvestment Banking Basics: Fundamentals of Capital Structures [01:11:58]This panel will discuss common financing alternatives, such as debt, equity, and hybrid offerings. After completing this session, participants will be able to:Assess current marketplace developmentsFind the optimal capital structureExamine the sources of and options for funding for both private and public marketsBetter understand current trends in the capital markets and M&A activity from an investment banking professionalEdward S. Best, Peter GnatowskiPresentation MaterialBe Prepared for CFIUSSegment PowerPoint: Investment Banking Basics: Fundamentals of Capital StructuresEdward S.. Best, Peter Gnatowski Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454424 454424 98 G3217 1:11:59 https://www.pli.edu/programs/pocket-mba/454420?tCode=WTC5_RSS01 Litigation Damages (Litigation) Securities litigation Expert witnesses Taken from the Web Program Recorded November 13 - 14, 2025 in New YorkEconomic Concepts in the Litigation Context [01:14:58]This panel will discuss the practical application of economic concepts in disputes. After completing this session, participants will be able to:Better understand how financial experts analyze and evaluate economic data to prove economic damagesBecome familiar with how economics is relevant to certain financial disputesExtrapolate lessons from case studies addressing estimating commercial damages using economic tools and quantitative techniquesJeffrey Goldfine, Ozgur B. KanPresentation MaterialEconomic Concepts in the Litigation ContextSegment PowerPoint: Economic Concepts in the Litigation ContextJeffrey Goldfine, Ozgur B. Kan, PhD, LLM, CFA, FRM Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454420 454420 98 G3217 1:15:40 https://www.pli.edu/programs/the-convergence-of-artificial-intelligence-and-intellectual-property-in-california-and-beyond/454205?tCode=WTC5_RSS01 Intellectual property Patent litigation Technology litigation Trade secret dispute litigation Artificial intelligence Taken from the Web Program Recorded November 13, 2025 in San FranciscoPatents, Copyrights, and Trade Secrets: Oh My! Surveying the Artificial Intelligence and Intellectual Property Landscape in California and Beyond [01:03:18]This panel will provide an overview of the main IP litigation and legal issues that have been brewing in the AI field in the California market, including inventorship disputes, battles over fair use of copyrighted data, patent eligibility issues, and other relevant issues across the AI litigation and regulatory landscape. After completing this session, participants will be able to:Understand the new rules and guidance relating to AI inventorship under patent law and AI authorship under copyright lawUnderstand the landscape of litigation over fair use of data and other copyrighted materials used in AI models and algorithms, including in several litigations pending in Federal Courts in CaliforniaUnderstand the importance and ways you can safeguard trade secrets in the context of an AI world, as well as California-specific trade secret issuesAppreciate unique issues for litigating AI-related inventions and patents in the California Federal Courts, and the relevant local rulesProf. Edward Lee, Laura D. Smolowe, Christopher A. SuarezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The 50 Copyright Lawsuits Against AI CompaniesEdward LeeTrade Secrets and Artificial Intelligence: How Generative AI Might Affect Trade Secret Protection, and Considerations for PractitionersLaura D. SmoloweCynthia H. Cwik, Christiopher A. Suarez and Lucy L. Thompson, Artificial Intelligence: Legal Issues, Policy, and Practical Strategies, American Bar Association (2024)Christopher A. SuarezPresentation MaterialAI and Copyright LawsuitsProf. Edward LeeAI and Patent Law IssuesChristopher A. SuarezTrade Secrets and Artificial IntelligenceLaura D. Smolowe Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454205 454205 98 G5094 1:03:18 https://www.pli.edu/programs/the-convergence-of-artificial-intelligence-and-intellectual-property-in-california-and-beyond/454202?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing License terms (Intellectual property) Technology Artificial intelligence Taken from the Web Program Recorded November 13, 2025 in San FranciscoIP Management and Licensing Considerations in an AI World [00:56:56]This session will discuss various IP management and licensing considerations that in-house practitioners in California and around the country will want to consider when working with AI, using AI to manage your IP portfolio and litigation, and considerations you will want to think about when either receiving or granting licenses to data or technologies that will be used in AI, including issues of warranties and indemnification. After completing this session, participants will be able to:Understand new issues pertaining to licensing in the age of AI, including issues of obtaining licenses for training data and licenses for the use of products and softwareConsider the strengths and weaknesses of different types of intellectual property that one may want to have in the context of AIConsider different licensing models and terms and conditions that might be relevant to licensing AI-related technologies and inventions across patents, copyrights, and trade secretsUnderstand the role proprietary and open source AI models must play in the context of licensing and portfolio managementConsider the role that standards essential patents might play in AI licensingConsider the role that indemnification and warranties will play in the context of developing an IP portfolio that leverages or uses AIMichael J. Allan, Jialing Dailey, Alex HaskellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Order on Fair Use, Bartz v. Anthropic, PBC, No. 3:24-cv-05417-WHA (N.D. Cal. 2025)Jialing Dailey,Christopher A. SuarezUnopposed Motion for Preliminary Approval of Class Settlement, Bartz v. Anthropic, PBC, No. 3:24-cv-05417-WHA (N.D. Cal. 2025)Jialing Dailey,Christopher A. SuarezComplaint, Reddit, Inc. v. Anthropic, PBC, No. CGC-25-625892 (Super. Ct. Cal. 2025)Jialing Dailey,Christopher A. SuarezOrder Denying the Plaintiffs’ Motion for Partial Summary Judgment and Granting Meta’s Cross-Motion for Partial Summary Judgment, Kadrey v. Meta Platforms, Inc., No. 3:23-cv-03417-VC (N.D. Cal. 2025)Jialing Dailey,Christopher A. SuarezRajan Patel, Vice President, Google, An Expanded Partnership with Reddit (February 22, 2024), available at: https://blog.google/inside-google/companyannouncements/expanded-reddit-partnership/Jialing Dailey,Christopher A. SuarezPress Release, The New York Times Company and Amazon Announce Licensing Agreement (May 29, 2025)Jialing Dailey,Christopher A. SuarezReddit, Upvoted, Reddit and OpenAI Build Partnership (May 16, 2024), available at: https://redditinc.com/blog/reddit-and-oai-partnerJialing Dailey,Christopher A. SuarezReddit, Reddit User Agreement (September 19, 2025), available at: https://redditinc.com/policies/user-agreementJialing Dailey,Christopher A. SuarezPresentation MaterialAI Licensing: Legal, Strategic, and Practical ConsiderationsMichael J. AllanHandout: What Questions to Ask? --- Licensing AI Technologies: Key IP ConsiderationsJialing Dailey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454202 454202 98 G5094 0:56:56 https://www.pli.edu/programs/the-convergence-of-artificial-intelligence-and-intellectual-property-in-california-and-beyond/454199?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Technology Artificial intelligence Software Taken from the Web Program Recorded November 13, 2025 in San FranciscoNavigating “Open Source” Artificial Intelligence, Software, and IP [01:01:37]This session will expand on the preceding licensing discussion with a broader focus on “open source” issues in the age of AI. To work at the intersection of AI and IP, it is vital to have an understanding of concepts relating to “open source.” Traditionally, “open source” has been focused on software and an understanding of the thicket of open-source software licenses, including both permissive and copyleft licensing regimes, remains critically important as certain AI technologies and tools will inevitably feature open-source software. AI practitioners will need to understand why the “open sourcing” of software, data and other aspects of AI matters from an IP perspective, and also why and how open source can be used as part of an IP and business strategy to incentivize growth of particular products. After completing this session, participants will be able to:Understand the various “open source” software license options, including permissive licenses such as the BSD and MIT licenses and copyleft licenses such as GPL, LGPL, and othersLearn about the concept of “open source” artificial intelligence and how “open source” AI can include not just open-source components of software, but also “open source” training data, model weights, and other aspects of AI models and systemsDiscover techniques for identifying “open source” licenses in AI products and services, and how to navigate the associated licensing thicketsDerive techniques for how to make aspects of your own AI products “open source” and the opportunities and risks that doing so representsGain an understanding of different “open source” approaches that are undertaken by AI model developers and deployers, and how those different approaches might bear on their own IP and data strategies or approaches to these issuesHeather J. Meeker, Carla Sereny, Christopher A. SuarezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Copyleft Currents, AI Could Be Your Next Team for Clean Room Development (March 28, 2025), available at: http://heathermeeker.com/2025/03/28/ai-could-be-yournext-team-for-clean-room-development/Heather J. MeekerGitHub, Definition for Open Weights Licensing (August 15, 2025), available at: https://github.com/Open-Weights/Heather J. MeekerOpen Source Initiative, To Trust AI, It Must Be Open and Transparent. Period. (September 14, 2023), available at: https://opensource.org/blog/to-trust-ai-itmust-be-open-and-transparent-periodHeather J. MeekerChristopher A. Suarez and Bill Toth, The Future of “Open Source” in the Age of AI, Landslide (March 26, 2025)Christopher A. SuarezPresentation Material"Open Source" + AI In-House PerspectiveCarla SerenyOpen Source and LLM LicensingHeather J. MeekerThe Future of AI and Open SourceChristopher A. Suarez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454199 454199 98 G5094 1:01:37 https://www.pli.edu/programs/the-convergence-of-artificial-intelligence-and-intellectual-property-in-california-and-beyond/454190?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Intellectual property Technology Artificial intelligence Taken from the Web Program Recorded November 13, 2025 in San FranciscoBig Data, Agentic AI, and Looking at the Future California and Global Landscape: What IP Attorneys Should Know [01:03:05]AI technologies will only further evolve and become more robust, raising more challenges and opportunities. Some of these emerging technological trends require knowledge of additional issues that will continue to become important for all practitioners, including issues at the intersection of IP, privacy, cybersecurity, and antitrust. This panel will explore the important interdisciplinary needs and considerations for all lawyers interested in AI in the California market and reflect on national and global trends as well. It will also include a discussion on Agentic AI, which continues to be of profound importance as it adds increased complexity to the landscape pertaining to AI, IP, and data issues. After completing this session, participants will be able to:Understand cybersecurity and privacy issues that IP attorneys should be aware of in the Age of AI, including issues implicated by the California Consumer Privacy Act (CCPA), Illinois Biometric Privacy Act, and Texas Biometric Privacy LawGain a basic understanding of global and international AI laws that will implicate best practices for the management and use of data, including the EU Data Act and the EU AI ActDiscover an understanding of AI laws that regulate “high risk” and other forms of AI at the state level, including state-level laws such as Colorado AI Act and California state laws, such as California SB 942, as well as the potential preemption of state laws if applicableLearn the FTC Act as well as California unfair competition and other relevant laws that implicate the use of AI, data, and related IP issues in California and beyondUnderstand how agentic AI will implicate new areas of law, including issues of chain of custody, liability, and competition law, and how agentic AI will make the IP-related issues discussed throughout the day more complexRoss Barbash, Jay Donde, Matt Samuels, Greg VaisbergThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Big Data, Agentic AI, and Looking at the Future Legal Landscape: What IP Attorneys Should Know (Substantive Outline)Christopher A. SuarezChristopher A. Suarez, et al., Agentic AI: Future Issues at the Intersection of Technology, Innovation, and Competition Policy, Competition Policy International (CPI) TechREG Chronicle (June 2025)Christopher A. Suarez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454190 454190 98 G5094 1:03:47 https://www.pli.edu/programs/the-convergence-of-artificial-intelligence-and-intellectual-property-in-california-and-beyond/454193?tCode=WTC5_RSS01 Intellectual property Trade secrets Technology Artificial intelligence Generative AI Taken from the Web Program Recorded November 13, 2025 in San FranciscoDeveloping AI Policy and Governance for IP and Data [00:59:25]Companies are ever fearful of both internal and external risks that come from AI—internal risks from employees and contractors who might improperly use generative AI to benefit the business, and external risks from those who might take your data and exploit it to enhance their own AI systems, foundation models, and algorithms. This discussion will provide some tips on developing internal AI policies and procedures for employers that could mitigate risk and strengthen IP protections, including what language employers should consider, with a specific focus on California employment, competition, and trade secret law nuances. After completing this session, participants will be able to:Work with your organization to establish principles that should guide your company’s AI governance philosophyUnderstand AI governance policies and procedures that mitigate risks associated with losing IP rights or leaving such rights on the table because of employees’ use or reliance on generative AI, including IP rights spanning trade secrets, trademarks, patents, and copyrightsLearn how to mitigate risks associated with employee turnover and retention, both in California and other states and considering the recent FTC ban on noncompetesMaría José Cordero, Scout Moran, Ken Priore, Christopher A. SuarezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Developing AI Policy and Governance for IP: Outline of Key PointsChristopher A. Suarez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454193 454193 98 G5094 1:00:07 https://www.pli.edu/programs/the-convergence-of-artificial-intelligence-and-intellectual-property-in-california-and-beyond/454196?tCode=WTC5_RSS01 Ethics and professional responsibility Intellectual property Patent litigation Technology litigation Artificial intelligence Taken from the Web Program Recorded November 13, 2025 in San FranciscoEthical Use of AI Tools as an IP Practitioner: Risks and Opportunities [01:01:11]With the advent of AI have come opportunities to leverage AI as an intellectual property lawyer—both in the context of litigation and in the context of activities such as patent prosecution. The use of these tools presents tremendous opportunities for streamlining workflows, enhancing efficiency, and increasing value both among in-house and outside counsel. At the same time, the use of AI presents risks. There have been numerous reported instances of using AI that incorporates “hallucinated” cases in briefs, and there are risks that the use of AI can undermine intellectual property rights, including patent, trade secret, and other rights. After completing this session, participants will be able to:Understand the risks and opportunities in using AI tools in connection with applying for patents and copyrights, and how to strike a balance between using AI and ensuring humans make contributionsLearn how the use of AI tools within an organization can—and cannot—be used to bolster trade secret protections within an organizationDiscover how to negotiate vendor agreements with third parties to ensure that the services provided are consistent with organizational needsKnow how AI tools can be used at every stage of IP and patent litigation, including but not limited to pre-litigation complaint workup, invalidity diligence, discovery, claim construction, summary judgment, trial, and appealLearn state and local rules and how they bear on the ethical use of AI in both IP prosecution and litigationUnderstand proposed Federal Rule of Evidence 707 and how that law will bear on the future admissibility of AI-based evidence in litigation, as well as best practices for procuring such evidenceThomas H. Chia, Ed Khalili, John LaBarreThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Artificial Intelligence Tools for Patent LicensingThomas H. ChiaThe Case for LLMs in LawYuri EliezerThe Model AI Attorney (PowerPoint slides)Yuri EliezerPresentation MaterialAI Tools For Patent LicensingThomas H. ChiaThe Model AI AttorneyEd Khalili Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454196 454196 98 G5094 1:01:53 https://www.pli.edu/programs/fundamentals-of-investment-adviser-regulation/454161?tCode=WTC5_RSS01 Investment advisers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 12, 2025 in New YorkAdvisers to Private Funds [01:03:29]The Investment Advisers Act has targeted rules for advisers to private funds. After completing this session, participants will be able to:Explain the current treatment under the Advisers Act for Investment Advisers to private fundsDiscuss evolution of the private fund industry since 2002Understand industry trends relating to the distribution of alternative investmentsGenna Garver, Jeffrey O. Himstreet, Anthony J. TuthsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Regulation of Private Fund Advisers (September 10, 2025)Genna GarverPresentation MaterialAdvisers to Private FundsGenna Garver, Jeffrey O. Himstreet, Anthony J. Tuths Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454161 454161 98 G3106 1:03:29 https://www.pli.edu/programs/fundamentals-of-investment-adviser-regulation/454167?tCode=WTC5_RSS01 Investment advisers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 12, 2025 in New YorkRules of the Road: SEC Rulemaking and the Adviser Act Rulebook [01:01:53]The Advisers Act is accompanied by several fundamental rules that shape the everyday conduct of Advisers. After completing this session, participants will:Understand the SEC rulemaking process under the Advisers ActKnow some of the key provisions in the rules that shape the everyday conduct of Advisers.Appreciate the difference between rules established pursuant to the Advisers Act anti-fraud provisions and other rulesJennifer R. PorterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Paul S. Atkins, Chairman, Statement on the Spring 2025 Regulatory Agenda (September 4, 2025)Clifford E. KirschU.S. Securities and Exchange Commission, Unified Agenda of Regulatory and Deregulatory Actions List (Spring 2025)Clifford E. KirschPresentation MaterialHandout 1: Rules of the Road: SEC Rulemaking and the Adviser Act RulebookJennifer PorterHandout 2: Rules of the Road: SEC Rulemaking and the Adviser Act RulebookJennifer PorterPowerPoint: Rules of the Road: SEC Rulemaking and the Adviser Act RulebookJennifer Porter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454167 454167 98 G3106 1:02:35 https://www.pli.edu/programs/fundamentals-of-investment-adviser-regulation/454164?tCode=WTC5_RSS01 Portfolio management Investment advisers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 12, 2025 in New YorkManaged Advisory Accounts [01:01:11]Financial advisers and portfolio managers work together to provide clients with individualized portfolio management services through managed advisory accounts. Today, these accounts represent a significant part of the advisory industry. After completing this session, participants will be able to:The various types of managed advisory account programsThe role of the sponsor, financial advisor and portfolio managerCrypto, Alts and other new types of investmentsScott M. Kirwin, Jennifer Klass, Steve JohnsonThe 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, Risk Alert, Observations from Examinations of Investment Advisers Managing Client Accounts That Participate in Wrap Free Programs (July 21, 2021)Clifford E. KirschPresentation MaterialManaged Advisory AccountsSteve Johnson, Scott Kirwin, Jennifer Klass Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454164 454164 98 G3106 1:01:11 https://www.pli.edu/programs/fundamentals-of-investment-adviser-regulation/454173?tCode=WTC5_RSS01 Investment advisers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 12, 2025 in New YorkApproaching the Regulation of Investment Advisers: The Regulatory Framework; The Advisory Business; The Role of Legal and Compliance Professionals [01:02:47]Investment advisers are subject to comprehensive regulations under the Investment Advisers Act of 1940 and state securities laws. Practitioners are often called upon to deal directly with the SEC and its staff on a wide variety of matters on behalf of their advisory clients. After completing this session, participants will be able to:Identify who is an Investment AdviserLearn how the SEC administers the Advisers ActThe different types of activities engaged in by investment advisersAmber M. Allen, Meghan Irmler, Clifford E. KirschThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Approaching the Regulation of Investment Advisers: The Regulatory Framework; The Advisory Business; The Role of Legal and Compliance ProfessionalsClifford E. Kirsch,Amber M. AllenEversheds Sutherland, Asset Managers Should be Aware of the Recent U.S. Government Accountability Office (“GAO”) Report on Artificial Intelligence—Use and Oversight in Financial Services (July 1, 2025)Clifford E. Kirsch,Amber M. AllenEversheds Sutherland, Investment Adviser Anti-Money Laundering Rule Postponed and Reopened for Further Review (July 23, 2025)Clifford E. Kirsch,Amber M. AllenEversheds Sutherland, White House Issues Executive Order: “Democratizing Access for Alternative Assets for 401(k) Investors” (August 12, 2025)Clifford E. Kirsch,Amber M. AllenPresentation MaterialApproaching the Regulation of Investment Advisers: The Regulatory Framework; The Advisory Business; The Role of Legal and Compliance ProfessionalsAmber M. Allen, Meghan Irmler, Clifford E. Kirsch Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454173 454173 98 G3106 1:02:47 https://www.pli.edu/programs/fundamentals-of-investment-adviser-regulation/454170?tCode=WTC5_RSS01 Investment advisers 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 November 12, 2025 in New YorkThe Advisers Act Fiduciary Duty; Disclosure; Form ADV/Disclosure and Regulatory Filings; The Anti-Fraud Rules [01:00:57]Investment Adviser Act practitioners need to be familiar with certain fundamental requirements that shape the advisory relationship and to which advisers are subject. After completing this session, participants will be able to:Understand how to satisfy the adviser’s fiduciary dutyDraft and maintain an Adviser’s Form ADV and related disclosure requirementsUnderstand key filings for investment adviser representativesUnderstand thresholds for making key filings, including 13F, 13G, 13D, Form 3, Form 4, Form 5, Form D, Form PFUnderstand concepts of key filings made by investment advisersWhat is entailed with respect to the Advisers Act anti-fraud rulesAmber M. Allen, Kathleen DeNicholasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Advisers Act Fiduciary Duty; Disclosure; Form ADV/Disclosure and Regulatory Filings; The Anti-Fraud RulesAmber M. Allen,Kathleen DeNicholasFilings Overview ChartAmber M. AllenU.S. Securities and Exchange Commission, 17 CFR Part 276, Release No. IA-5248; File No. S7-07-18, Commission Interpretation Regarding Standard of Conduct for Investment Advisers (June 5, 2019)Amber M. AllenPresentation MaterialThe Advisers Act Fiduciary Duty; Disclosure; Form ADV/Disclosure and Regulatory Filings; The Anti-Fraud RulesAmber M. Allen, Kathleen DeNicholas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454170 454170 98 G3106 1:01:39 https://www.pli.edu/programs/fundamentals-of-investment-adviser-regulation/454158?tCode=WTC5_RSS01 Investment advisers Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 12, 2025 in New YorkCurrent Issues: AI: The Challenges of ESG in 2025; Getting Ready for Reg SP and the FINCEN AML Rules; the 2025 Investment Adviser Exam and Enforcement Programs [01:16:06]2025 is proving to be a dynamic period for adviser regulation. After this panel, participants will be able to understand:The challenges of ESG in 2025The migration of Alternative Investments to the retail advisory spaceCompliance challenges regarding new rules including amendments to Reg SP and the FINCEN AML Rule and practical solutions to prepare for complianceJennifer Hillman, Meghan Irmler, William NelsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Stradley Ronon, Client Alert, D.C. Circuit Decision Limits SEC Regulatory Reach Over Proxy Advisory Firms (July 2, 2025)Jennifer HillmanNavigating State Data Privacy Laws: A Guide for SEC-Registered Investment Advisers, Journal of Financial Compliance, Vol. 6, No. 3 (October 11, 2022)William NelsonThe Crypto Frontier: How US Policymakers and Investment Advisers Can Address Digital Assets, Journal of Financial Compliance, Vol. 7, No. 1 (May 13, 2023)William NelsonFrom Data to Decisions: How Emerging Technologies Can Enhance ESG Assessments and Reporting, Journal of Financial Compliance, Vol. 8, No. 1 (March 13, 2024)William NelsonBridging the Gap: Policymakers, Innovation and Privacy in Financial Services AI, Journal of Financial Compliance, Vol. 8, No. 4 (January 27, 2025)William NelsonPresentation MaterialCurrent Issues: AI: The Challenges of ESG in 2025; Getting Ready for Reg SP and the FINCEN AML Rules; the 2025 Investment Adviser Exam and Enforcement ProgramsJennifer Hillman, Meghan Irmler, William Nelson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454158 454158 98 G3106 1:16:06 https://www.pli.edu/programs/plis-california-mcle-marathon/453868?tCode=WTC5_RSS01 Workplace diversity Ethics and professional responsibility Diversity, inclusion, and elimination of bias Taken from the Web Program Recorded November 12, 2025 in San FranciscoEnhancing Justice: Reducing Implicit Bias [01:00:54]An important, engaging hour introducing you to the concept of implicit bias, a critical topic for understanding diversity and inclusion issues individually and systematically within the legal system.Implicit bias has been in the spotlight like never before—learn the science behind the term and its potential impact on the practice law and administration of justice.Become bias literate—understand the manifestations implicit bias and why it matters to us as legal professionals.Disrupt bias—learn specific takeaway sample strategies to interrupt implicit bias and ensure a more fair legal profession.HRCI and SHRM Credit for Human Resources Professionals   Hon. Rhonda Hunter, Sarah E. RedfieldThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Ethical Lawyer and Bias-Aware Decision Making (September 16, 2025)Sarah E. Redfield,Rhonda HunterProfessor Redfield Strategies Summary: Take Charge of Your Decision-MakingSarah E. RedfieldProfessor Redfield’s Quick Reference: Selected Vocabulary of Bias (2022)Sarah E. RedfieldPresentation MaterialThe Ethical Lawyer and Bias-Aware Decision MakingHon. Rhonda Hunter, Sarah E. Redfield Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453868 453868 98 G3198 1:00:54 https://www.pli.edu/programs/plis-california-mcle-marathon/453865?tCode=WTC5_RSS01 Ethics and professional responsibility Attorney substance use disorder Taken from the Web Program Recorded November 12, 2025 in San FranciscoSubstance Abuse and Competence Issues in the Legal Profession [00:59:10]After completing this session, participants will be able to:Identify the causes of substance abuse and the nature of addiction especially as they relate to the attorney population.Learn why attorneys are particularly high risk for mental health and substance disorders.Discuss how addiction impairs an attorney’s ability to practice law with competence.Discuss prevention and detection of substance abuse among attorneys.Danielle N. HartThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Competence Begins with Well-Being (September 5, 2025)Danielle N. HartPresentation MaterialMindful Lawyering: Addressing Mental Health, Substance Abuse, and Competence in the Legal ProfessionDanielle N. Hart Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453865 453865 98 G3198 0:59:52 https://www.pli.edu/programs/plis-california-mcle-marathon/453874?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Ethics and professional responsibility Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded November 12, 2025 in San FranciscoStaying Ahead of the Curve: Ethical Use of AI in Legal Practice [01:31:12]Lawyers increasingly use AI tools as part of their legal practice. As the uses of AI evolve, the ethical implications become even more important for lawyers, their clients, courts, and lawyer regulators. After completing this session, participants will be able to:Understand specific ways lawyers are integrating AI into their practice, including some of the misuses of AI by lawyers and court decisions addressing such misuse (and imposing sanctions).Analyze how the ethics rules apply to the use of AI, including newer AI tools.Discuss ethical obligations lawyers have with regard to using AI, including the duty to supervise; the duty of confidentiality; duties of client communication and candor to the court; and the duty to report misconduct by other lawyers.IAPP Privacy credit for Privacy ProfessionalsEmil J. Ali, Sean M. SeLegueThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Use of Generative AI (September 10, 2025)Emil J. AliPresentation MaterialStay Ahead of the Curve: Ethical AI Use for Modern LawyersEmil J. Ali, Sean M. SeLegue Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453874 453874 98 G3198 1:31:12 https://www.pli.edu/programs/plis-california-mcle-marathon/453871?tCode=WTC5_RSS01 Ethics and professional responsibility Conflicts of interest Attorneys' fees Taken from the Web Program Recorded November 12, 2025 in San FranciscoRecent Updates in the Law Governing Lawyers [01:02:22]This review covers the latest California State Bar and ABA ethics opinions, highlighting key updates in areas such as conflicts of interest, fee disputes, and disqualification. After completing this session, participants will be able to:Review recent updates in the law of lawyering with significance for lawyers practicing in California.Examine the latest California State Bar and ABA ethics opinions.Understand significant changes and updates in the areas of conflicts, fee disputes, disqualification, and other legal areas.Merri A. Baldwin, Alison P. BuchananThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Recent Updates in the Law Governing Lawyers: Resources and Authorities (November 12, 2025)Alison P. BuchananLatest Developments in the Law Governing Lawyers (August 28, 2023)Allison P. Buchanan,John SteelePresentation MaterialRecent Updates in the Law Governing LawyersAlison P.. Buchanan, John Steele Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453871 453871 98 G3198 1:02:22 https://www.pli.edu/programs/plis-california-mcle-marathon/453877?tCode=WTC5_RSS01 Fiduciary responsibilities (Board of directors) Ethics and professional responsibility Professional conduct Taken from the Web Program Recorded November 12, 2025 in San FranciscoGone But Not Forgotten: Duties to Former Clients [01:32:36]This panel will analyze the duties lawyers owe former clients, exploring the extent of such duties in the context of detailed hypotheticals. After completing this session, participants will be able to:Discuss the obligations lawyers owe former clients as set forth in California Rule of Professional Conduct 1.9 (duties to former clients) and 1.10 (imputation) and related case law. Explore the differences between the duty of loyalty owed to current clients and the more limited duty of loyalty owed to former clientsAnalyze the application of the rules to specific hypothetical situations to determine when and under what circumstances lawyers may be adverse to former clients, and when they cannot take on such representations. Merri A. Baldwin, Mark TuftThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gone But Not Forgotten: Examining Duties Owed to Former Clients (September 9, 2025)Mark L. TuftThe State Bar of California Relevant RulesMark L. TuftPresentation MaterialGone But Not Forgotten: Duties Owed to Former ClientsMerri A. Baldwin, Mark L. Tuft Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453877 453877 98 G3198 1:32:26 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454383?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoBalancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Corporate Tax Advisor Should Know [00:59:35]This panel will focus on the various judicial doctrines and ethical issues that arise in the corporate tax planning process. After completing this session, participants will be able to:Identify the ethical rules related to advising clients on corporate transactions, including standards derived from 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 positionsAvoid civil and criminal penalties potentially applicable to taxpayers and practitionersJennifer E. Breen, Guinevere M. MooreThe 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 Corporate Tax Advisor Should KnowWilliam D Alexander,Eric Solomon,Karen Gilbreath SowellPresentation MaterialBalancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should KnowJennifer E. Breen, Guinevere M. Moore Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454383 454383 98 G3156 1:00:17 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454371?tCode=WTC5_RSS01 Tax accounting Mergers and acquisitions Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoTax Accounting Issues in Mergers and Acquisitions & Understanding and Managing Stock Basis and Earnings And Profits (“E&P”) [01:45:39]This discussion will focus on the tax accounting issues arising in taxable and tax-free acquisitions, dispositions and recapitalizations. After completing this session, participants will be able to:List additional due diligence questions to include in transactions involving the transfer of in process R&D, including the capitalized but unamortized costs associated with such assetsAdvise both buyers and sellers on accounting methods considerations in transactions, including deferred compensation, transaction costs, deferred revenue, and assumed liabilitiesConsider the possibilities for recovery of previously capitalized transaction costs, and determine if such deductions are capital or ordinary deductionsCarol Conjura, George A. Manousos, Amy J. SargentThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tax Accounting Issues in Mergers and Acquisitions (July 2025) 2-Mary Duffy,Annette Ahlers,Bryan KeithManaging Tax Attributes from a Tax Accounting Perspective in M&A Transactions (July 23, 2025)George A. HaniPresentation MaterialTax Accounting Issues in Mergers and AcquisitionsCarol Conjura, George Manousos, Amy J. Sargent Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454371 454371 98 G3156 1:46:21 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454389?tCode=WTC5_RSS01 Corporate tax Tax-free spin-offs Spin-offs Tax Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoCurrent Issues in Divisive Strategies & De-Leveraging Strategies in Divisive Transactions Current Issues in Divisive StrategiesSection 355 offers a vehicle for separating businesses through tax-free spin-offs and split-offs. This session will explore recent developments in this area, including guidance issued by the government as to the qualification of transactions under the various relevant requirements and as to the availability of private letter rulings in this area. After completing this session, participants will be able to:Identify the requirements for a tax-free transaction under Section 355Understand the effects of recent guidance impacting divisive transactionsEvaluate the considerations that weigh for and against seeking a private letter rulingMonetization Strategies in Divisive TransactionsDivisive transactions generally require the division of the distributing corporation’s obligations between the two resulting corporations and offer an opportunity for the distributing corporation to use some of the distributed corporation’s stock or securities to satisfy its own obligations. This session will explore the ways in which these goals are facilitated or limited by the applicable rules, and recent guidance issued by the government in this area. After completing this session, participants will be able to:Understand the operation of Sections 355, 357 and 361Employ the techniques used to allocate debt between the two corporationsUnderstand the effects of recent guidance that impact these strategiesCHI & WEB: Joshua J. Micelotta, Joseph M. Pari, Jodi J. Schwartz, Robert H. Wellen, Thomas F. Wessel, Thomas F. WoodThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Contingent Consideration, Contingent Liabilities, and Indemnities in Acquisitions and Corporate Divisions (May 23, 2025)Robert H. WellenContingent Consideration, Contingent Liabilities, and Indemnities in Acquisitions and Corporate Divisions (May 23, 2025)Robert H. WellenPresentation MaterialCurrent Issues in Divisive StrategiesJoshua J. Micelotta, Joseph M. Pari, Eric Solomon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454389 454389 98 G3156 1:31:11 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454368?tCode=WTC5_RSS01 International tax Cross-border M & A Tax Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoCross-Border Acquisitions and Divestitures [01:17:23]This panel will explore the key corporate and shareholder tax issues that arise in cross-border acquisitions and divestitures, including the impact of new and changing rules on some of the negotiating dynamics between buyers and sellers. After completing this session, participants will be able to:Structure and negotiate cross border deals in light of the implementation of Pillar 2 and the corporate alternative minimum tax (CAMT)Identify planning opportunities when selling the stock of a foreign subsidiary of a U.S. corporationRecognize Section 367 and Section 245A issues in cross-border transactionsJulie G. Baumeister, Greg Featherman, Moshe SpinowitzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:KPMG Alert, International Tax Provisions in “One Big Beautiful Bill”Ronald A. DabrowskiPresentation MaterialCross-Border AcquisitionsJulie G. Baumeister, Greg Featherman, Moshe Spinowitz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454368 454368 98 G3156 1:17:23 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454401?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoOverview of Tax Strategies in M&A [01:08:33]This discussion will focus on the effects of recent legislative proposals, and market developments, on deal structures. After completing this session, participants will be able to:Devise stock and asset sale strategies in light of recent legislative proposalsStructure deals in response to rate changesReact to recent IRS rule and no-rule policiesSuresh T. AdvaniThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Excerpts From: Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations, and Restructurings–2022, General Overview and Strategies in Representing Sellers (June 8, 2022)Louis S. FreemanExcerpts From: Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations, and Restructurings–2022, General Overview and Strategies in Representing Sellers (June 8, 2022)Louis S. FreemanGibson Dunn, Tax Update, Tax Highlights on the One Big Beautiful Bill Act (July 4, 2025)Eric B. SloanGibson Dunn, Tax Update, Tax Highlights on the One Big Beautiful Bill Act (July 4, 2025)Eric B. SloanPresentation MaterialOverview and Strategies in Corporate TransactionsSuresh T. Advani Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454401 454401 98 G3156 1:08:33 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454353?tCode=WTC5_RSS01 Corporate tax Tax SALT Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoState and Local Tax Issues in Corporate M&A Transactions & Tax Strategies for Financially Troubled Businesses and Other Loss Companies [01:45:22]This panel will examine the state and local tax issues that arise in corporate transactions and tax-free reorganizations. After completing this session, participants will be able to:Avoid common traps when evaluating whether a transaction is income “tax free” for state and local tax purposesReview stock and asset transactions to determine transfer tax liabilityList common state tax due diligence issuesJohn A. Biek, David A. HughesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:State and Local Tax Issues in Corporate M&A Transactions (November 14, 2025)John A. Biek,David A. HughesPresentation MaterialSection 338(h)(10) and 336(e)Transactions and? Tax-free Reorganizations and Spin-offsJohn A. Biek, David A. Hughes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454353 454353 98 G3156 1:45:22 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454392?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoCurrent Issues in M&A [00:59:40]This session will examine emerging issues and current trends in M&A transactions, including recent tax legislation. After completing this session, participants will be able to:Understand the significance of recent developmentsApply insights about these developments to their practiceCounsel clients about recent changes that could affect themBryan P. Collins, Jasper L. Cummings, Jr., Kelly RubinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gibson Dunn, Tax Update, Tax Highlights on the One Big Beautiful Bill Act (July 4, 2025)Eric B. SloanGibson Dunn, Tax Update, Tax Highlights on the One Big Beautiful Bill Act (July 4, 2025)Eric B. SloanComplicating Clean Energy: How the OBBBA’s New Foreign Entity Rules Might Affect M&A (July 2025)Maureen E. LinchComplicating Clean Energy: How the OBBBA’s New Foreign Entity Rules Might Affect M&A (July 2025)Maureen E. LinchGibson Dunn, Tax Update, Focus on Clean Energy Tax Provisions in the One Big Beautiful Bill Act (July 14, 2025)Eric B. SloanGibson Dunn, Tax Update, Focus on Clean Energy Tax Provisions in the One Big Beautiful Bill Act (July 14, 2025)Eric B. SloanRegs Stretch the Buyback Tax (July 15, 2024)Jasper L. CummingsRegs Stretch the Buyback Tax (July 15, 2024)Jasper L. CummingsPresentation MaterialCurrent Issues in M&ABryan P. Collins, Jasper L. Cummings, Jr., Kelly Rubin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454392 454392 98 G3156 1:00:22 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454386?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax Regulation, compliance, and enforcement (Tax) Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoTax Controversy Issues in M&A Transactions [01:00:17]This session will consider how the evolution in IRS enforcement activity may impact transactional planning by examining recent litigated cases and administrative enforcement activities. After completing this session, participants will be able to:Identify issues on the front end of transactional planning that could come under audit scrutiny laterDocument and substantiate key facts and considerations in order to prepare a transaction for auditUnderstand where the IRS is deploying its enforcement resourcesAppreciate how courts evaluate transactional planning in litigated casesGeorge A. Hani, Brian W. KittleThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Litigation Update: Recent Cases Involving Application of Anti-Abuse Rules and Doctrines (August 2025)G. Michelle Ferrerira,Brian Kittle,Michael Desmond,David Foster,Pamela Grewal,George HaniPresentation MaterialTax Controversy Issues in M&A TransactionsGeorge A. Hani, Brian W. Kittle Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454386 454386 98 G3156 1:00:59 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454362?tCode=WTC5_RSS01 Private equity Corporate partnerships Tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoPrivate Equity: Buying and Selling Partnerships [01:14:28]This discussion will highlight common issues in passthrough deals that are important to private equity buyers and sellers (as well as their lawyers and accountants). After completing this session, participants will be able to:Structure rollovers, redemptions and leveraged distributionsIdentify the common issues to consider when evaluating a tax receivable agreementUnderstand the structural framework of exit transactions, including UP-C exitsRachel L. Cantor, Eric B. SloanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gibson Dunn, Tax Update, Focus on QSBS Provisions in the One Big Beautiful Bill Act (July 15, 2025)Eric B. SloanGibson Dunn, Tax Update, The Retaliatory Tax Provision Included in the One Big Beautiful Bill Act Could Have Potentially Sweeping Consequences (June 18, 2025)Eric B. SloanPresentation MaterialPrivate Equity: Passthrough DealsRachel L. Cantor, Eric B. Sloan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454362 454362 98 G3156 1:15:10 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454380?tCode=WTC5_RSS01 Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoHow Judicial Doctrines Shape Subchapter C and Transaction Planning [01:14:49]This session will examine significant cases and rulings that have shaped the law and that everyone should understand. After completing this session, participants will be able to:Consult key step transaction authorities that address step integration, circular flows, transitory ownership, transitory entities and their limitationsUnderstand the role of substance over form authorities – resequencing and recharacterizing transaction stepsIdentify the policy considerations driving guidance decisionsEvaluate the role of the economic substance doctrine and recent cases when approaching transaction planningWilliam D. Alexander, Marc A. Countryman, Eric Solomon, Karen Gilbreath SowellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Economic Substance Doctrine (December 2024)Eric SolomonApplication of the Step Transaction Doctrine in the Corporate Setting (August 2024)Eric SolomonPresentation MaterialHow Judicial Doctrines Shape Subchapter C and Transaction PlanningWilliam D. Alexander, Marc A. Countryman, Eric Solomon, Karen Gilbreath Sowell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454380 454380 98 G3156 1:14:49 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454398?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoSelected Seller and Buyer Issues, Including Negotiating and Drafting Tax Provisions in Acquisition Agreements [01:15:19]This panel will explore the tax issues which should be addressed in acquisition agreements, including key risk allocation issues, indemnification issues, target’s tax elections and representation and warranty insurance. After completing this session, participants will be able to:Identify key risk allocation issuesNegotiate and draft provisions in acquisition agreementsRecommend the appropriate tax insurance, including representation and warranty insuranceJames R. Barry, Diana S. Doyle, Scott PollockThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Shifting Tax Risks: Transactional Insurance Trends and RationaleDiana S. Doyle,Michael B. ZuckerShifting Tax Risks: Transactional Insurance Trends and RationaleDiana S. Doyle,Michael B. ZuckerPresentation MaterialSelected Seller and Buyer Issues, Including Negotiating and Drafting Tax Provisions in Acquisition AgreementsJames R. Barry, Diana S. Doyle, Scott Pollock Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454398 454398 98 G3156 1:16:01 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454350?tCode=WTC5_RSS01 Tax Consolidated tax returns Regulation, compliance, and enforcement (Tax) Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoConsolidated Return Planning and Strategies [02:00:00]This session will discuss current issues in applying the consolidated return regulations, including those arising from statutory uncertainties, any recently adopted or pending legislation, recent regulatory and administrative guidance, and informal guidance issued by the IRS. After completing this session, participants will be able to:Assess the impact of the IRS priority guidance plan on consolidated groupsIdentify uncertainties and complexities under recent guidance on the application to consolidated groups of certain international tax provisions and of the corporate alternative minimum tax (CAMT)Better understand how the IRS approaches administration of the consolidated return regulations, including through non-regulatory guidanceBryan P. Collins, Marie C. Milnes-Vasquez, Olivia Ley Orobona, Jeffrey L. VogelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Group Continuation Rules/Continued Filing Requirement (PowerPoint slides)Thomas F. Wessel,Jeffrey L. VogelConsolidated Attribute Reduction Regulations (June 20, 2025)Linda Z. Swartz,Stuart J. GoldringApplication of Cancellation of Debt Rules to Consolidated Groups (June 20, 2025) (PowerPoint slides)Stuart J. GoldringIntercompany Transaction Regulations: An Overview OutlineAndrew J. DubroffConsolidated Return Issues for Buyers and Sellers in M&A Transactions (June 1, 2025)Michael L. SchlerPresentation MaterialConsolidated ReturnsBryan P. Collins, Marie C. Milnes-Vasquez, Olivia Ley Orobona, Jeffrey L. Vogel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454350 454350 98 G3156 2:00:42 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454377?tCode=WTC5_RSS01 Mergers and acquisitions Tax Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoInteresting Corporate Transactions of the Past Year [00:59:49]This panel will review recent M&A transactions. After completing this session, participants will be able to:Assess the impact of recent legislative changes and related regulatory guidance on acquisition trends and structuresExplain creative transactional planning techniques used in recent transactionsEvaluate the potential impact of U.S. and international tax law and policy changes on transactional planning and acquisition structuresSwift Edgar, Andrew M. Eisenberg, David B. StrongThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Interesting Transactions of the Year (2025): Tax Considerations in Structuring Acquisitions (August 12, 2025)Andrew M. EisenbergPresentation MaterialInteresting Corporate Transactions of the Past YearSwift Edgar, Andrew M. Eisenberg, David B. Strong Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454377 454377 98 G3156 1:00:31 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454374?tCode=WTC5_RSS01 Corporate tax Tax-free acquisitions Mergers and acquisitions Spin-offs Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoImpact of the Corporate Alternative Minimum Tax (CAMT) on M&A Transactions [01:15:48]This panel will explore the CAMT rules and consequences for taxable and tax-free acquisitions and dispositions, including spin-offs. After completing this session, participants will be able to:Identify which corporations may be subject to CAMTUnderstand the calculation of alternative minimum taxable income (AMTI) and the differences between financial statement income and AMTIAssess the impact of the CAMT rules on M&A transactionsAdvise regarding key issues addressed or unaddressed by IRS guidanceKevin M. Jacobs, Marie C. Milnes-Vasquez, Brett YorkThe 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. 1506—Report on Proposed Regulations on the Corporate Alternative Minimum Tax (January 13, 2025)William D Alexander,Eric Solomon,Karen Gilbreath SowellPresentation MaterialImpact of the Corporate Alternative Minimum Tax on M&A TransactionsKevin M. Jacobs, Marie C. Milnes-Vasquez, Brett York Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454374 454374 98 G3156 1:16:30 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454365?tCode=WTC5_RSS01 Corporate restructuring Multinational corporations International tax Tax Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoRestructuring Multinational Groups [01:14:25]This session will discuss cross-border structuring issues and the impact of the global intangible low-taxed income (GILTI), foreign-derived intangible income (FDII), base erosion anti-abuse tax (BEAT), Section 163(j) and anti-hybrid rules, as well as pending legislative and international proposals, the location of third-party and intercompany financing arrangements, tangible and intangible asset ownership, and intercompany service and contract arrangements. After completing this session, participants will be able to:Create a foreign entity and financing structure that facilitates repatriation and use of tax attributesApply the international tax provisions, such as GILTI, FDII, BEAT, and 163(j), to compute U.S. taxable incomeUnderstand the impact of new legislation, regulations, and other guidance on group restructurings and other internal transactionsWilliam A. Curran, Daniel M. McCall, Wade Sutton, Julia H. Skubis WeberThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:163(j) ExcerptDaniel M. McCallSec. 951 Amounts Included in Gross Income of United States ShareholdersDaniel M. McCallSec. 59A Tax on Base Erosion Payments of Taxpayers with Substantial Gross ReceiptsDaniel M. McCallSec. 951B Amounts Included in Gross Income of Foreign Controlled United States ShareholdersDaniel M. McCallPresentation MaterialRestructuring Multinational GroupsWilliam A. Curran, Daniel M. McCall, Julia H. Skubis Weber, Wade Sutton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454365 454365 98 G3156 1:14:25 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454356?tCode=WTC5_RSS01 Debt restructuring Mergers and acquisitions Tax Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoCurrent Issues in Debt Structuring (and Restructuring) [01:00:33]This session will explore select current tax issues arising from liability management transactions — transactions that restructure an entity's outstanding indebtedness. After completing this session participants will be able to:Understand the competing tax characterizations of partial debt cancellation transactionsIdentify the types of deal term changes that can impact a characterization changeRecognize the ways cancellation of debt (COD) income interacts with the limitation on business interest expense of Section 163(j)Eileen Marshall, William L. McRae, Samuel PollackThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Modifying Debt and Its Consequences (June 20, 2025)Stuart J. Goldring,Chayim D. NeubortPresentation MaterialIssues Related to Equity-Flavored Debt and to Debt WorkoutsEileen Marshall, William L. McRae, Samuel Pollack Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454356 454356 98 G3156 1:00:33 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454359?tCode=WTC5_RSS01 Corporate partnerships Corporate tax Tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoPartnership Alternatives to Corporate M&A [00:59:25]This session will explore the use of partnerships and other passthrough entities in a joint venture or as the acquiring entity in a transaction. After completing this session, participants will be able to:Preserve contributing partners’ historic tax positionStructure a transaction using a partnership as the acquisition vehicleEmploy leveraged partnership strategiesExplain the benefits of mixing bowl partnership structuresRichard G. Blumenreich, Pamela Lawrence Endreny, Michael A. ScaramellaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Organizing the Corporate Venture (June 10, 2025)Jeffrey T. Sheffield,Christian E. Kimball,Geoffrey M. DavisPresentation MaterialPartnership Alternatives to Corporate M&ARichard G. Blumenreich, Pamela L. Endreny, Michael A. Scaramella Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454359 454359 98 G3156 1:00:07 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/454395?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax Tax planning and strategy Taken from the Web Program Recorded November 12 - 14, 2025 in ChicagoStructuring Leveraged Buyouts (LBOs) [01:00:24]This session will examine the lifecycle of an LBO transaction. After completing this session, participants will be able to:Distinguish between stepped-up asset basis vs. carryover basis for buyer, and single versus double taxation for seller, in the context of a taxable asset purchase, stock purchase (with and without Section 338(h)(10) election or Section 336(e) election), or mergerStructure multi-layer debt and equity financingExecute leveraged recapitalizations and other forms of partial or complete exitRachel B. Reisberg, R. David WheatThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Section 338(h)(10)Mark L. Yecies,Karen Gilbreath Sowell,Shane J. KiggenSection 338(h)(10)Mark L. Yecies,Karen Gilbreath Sowell,Shane J. KiggenSection 336(e) Regulations (July 11, 2014)Donald W. Bakke,Leila E. VaughanSection 336(e) Regulations (July 11, 2014)Donald W. Bakke,Leila E. VaughanPresentation MaterialPrivate Equity, Venture Capital and LBOsRachel B. Reisberg, R. David Wheat Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454395 454395 98 G3156 1:00:24 https://www.pli.edu/programs/under-review-with-alex-su---episode-three/455834?tCode=WTC5_RSS01 Legal operations Legal technology Professional development Artificial intelligence Practice skills (Technology) Taken from the Web Program Recorded November 12, 2025 in New YorkUnder Review with Alex Su – Episode Three: AI Strategy, Legal Services, Lawyers in Leadership [01:23:26]After completing this session, attorneys and legal professionals will be prepared to:Employ AI tools in legal work to align expectations with capabilitiesUnderstand that AI technology is probabilistic in nature, not deterministic: the same prompt can yield different results so current AI tools may not be most effective for routine legal workReview AI-generated work, namely with citations and sources. AI-generated drafts require substantial revision and verificationExplain how legal services were rendered by non-attorneys decades ago, through automobile club associations, for exampleUnderstand why and how bar associations responded by developing restrictions on who and how the public could access legal services Examine how such restrictions led to the current state of access to legal services and the reforms underway to address itRecognize how legal training can translate to effective leadershipPractice civility as lawyers – a civil, respectful approach to practice goes a long way Wei Chen, Nora Freeman Engstrom, Adam Sterling, Alex Su, Amy WeavePresentation MaterialNora Freeman Engstrom and David Freeman Engstrom, The Making of the A2J Crisis (May 4, 2024). Stanford Law Review Online, Vol. 75, No. 146, 2024Nora Freeman Engstrom Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455834 455834 98 G5617 1:23:26 https://www.pli.edu/programs/workplace-accommodation-and-leave-challenges/453883?tCode=WTC5_RSS01 Employee benefits Workplace accommodations Leaves of absence Practice skills (Employment and labor) Regulation, compliance, and enforcement (Employment and labor) Foundational Principles, Legal Nuances and Updates Related to Addressing Leaves and AccommodationsThis panel will discuss the basic statutory foundations impacting leave and accommodation in today’s workplace. They will also provide updates on recent cases as well as regulatory actions and nuances.A. Foundational PrinciplesAfter attending this portion of the panel, participants will be able to:·        Become familiar with the provisions of the ADA, FMLA and PWFA that are relevant when addressing leave and accommodation·        Discuss current trends in leave requests·        Analyze common methods for accommodating requests for leave in different types of workplaces B. 2025 Leave and Accommodation Legal Nuances and UpdatesAfter completing this portion of the panel, participants will be able to:                             ·        Address the effect of leave laws and recent interpretations, including:o   The impact of state paid leave laws on pay and other practiceso   The honest belief defenseo   Coverage based on in loco parentis status·        Understand legal risks, pitfalls and trends relating to the Pregnant Workers Fairness Act (PWFA)·        Analyze elements of a qualifying disabilityPanel Leader: Amy L. BessSpeakers: Sara E. Elder, Miriam Cohen, Michelle T. Olson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453883 453883 98 G3839 2:00:56 https://www.pli.edu/programs/workplace-accommodation-and-leave-challenges/453880?tCode=WTC5_RSS01 Employee benefits Employment and labor Workplace accommodations Leaves of absence Regulation, compliance, and enforcement (Employment and labor) Taken from the Web Program Recorded November 12, 2025 in New York2025 Strategies for Leave and Accommodation Management [01:30:50]This panel will address considerations relating to reconciling legal requirements with practical realities of leave and accommodations management. After completing this session, participants will be able to:Address recertification processes and pitfalls under the FMLA and ADAManage return-to-work and fitness-for-duty considerationsAddress challenges relating to the interplay between FMLA, ADA, WC and PWFA and practical considerationsDevelop practical approaches for facilitating compliance by managers and HR representativesPanel Leader: Sara E. ElderSpeakers: Marti Cardi, Matt Hoffer Morris, Jeffrey S. NowakThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Interplay Between the Family and Medical Leave ACT, the Americans with Disabilities Act and the Pregnant Workers Fairness Act (August 2025)Marti Cardi,Michelle T. OlsonIntermittent Leave Challenges: Mitigating Legal Risk and Combating Abuse of Intermittent Leave (August 2025)Matt Hoffer MorrisMedical Inquiries/Fitness for Duty Exams (November 2025)Jeff NowakPresentation Material2025 Strategies for Leave and Accommodation ManagementMarti Cardi, Sara E. Elder, Matt Hoffer Morris, Jeff Nowak Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453880 453880 98 G3839 1:30:50 https://www.pli.edu/programs/overview-of-sec-rules-related-to-share-repurchase-activity-and-omr-asr-and-eomr-transactions/452153?tCode=WTC5_RSS01 Banking and finance Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Many publicly traded companies use share repurchases as a tool to return capital to shareholders. Per a recent article in the Wall Street Journal, publicly traded companies are repurchasing shares at a record pace. This Briefing will discuss Rule 10b-18 and Rule 10b5-1, which are SEC Rules relevant to share repurchase activity. This Briefing will also discuss certain types of transactions used to accomplish share repurchases, including open-market transactions via Rule 10b5-1 plans, accelerated share repurchase transactions and eOMR transactions. Finally, the briefing will highlight certain enforcement actions related to share repurchases.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452153 452153 98 G5564 1:00:51 https://www.pli.edu/programs/banking-law-institute/453742?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Banking and finance) Mergers and acquisitions Deal structuring Regulation, compliance, and enforcement (Corporate law) Taken from the Web Program Recorded November 10, 2025 in New YorkU.S. Bank M&A: Consolidation in a More Favorable Regulatory Climate [01:02:36]After a period of regulatory uncertainty and slower deal flow, 2025 appears to be a turning point for U.S. bank mergers and acquisitions. This panel will explore the current landscape for U.S. bank M&A activity, including key legal supervisory, and policy developments that are shaping deal strategy, regulatory reviews, and execution risks.After completing this session, participants will be able to:Understand the regulatory expectations and review processes for bank mergers, including recent guidance from the OCC, FDIC, and Federal ReserveAnalyze the impact of emerging frameworks around competition, systemic risk, and community benefits on deal structuring and approval likelihoodEvaluate market trends influencing deal flow, including credit quality, deposit franchise value, and the role of fintech and digital capabilities in driving transaction rationaleAmanda Allexon, Jared M. Fishman, Eric McLaughlin, Michael P. ReedThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Banking Update: Selected Issues (Summer 2025)Mark ChorazakMark Chorazak, Adam Cohen and Jeffrey Brill, How 2025 Is Shaping the Future of Bank Mergers So Far (March 19, 2025)Mark ChorazakStatement of Amanda K. Allexon Before the Subcommittee on Financial Institutions of the House Committee on Financial Services, United States House of Representatives, Washington, D.C. (May 14, 2025)Mark Chorazak Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453742 453742 98 G3202 1:03:18 https://www.pli.edu/programs/banking-law-institute/453733?tCode=WTC5_RSS01 Financial services Fintech Regulation, compliance, and enforcement (Banking and finance) Cryptocurrencies Taken from the Web Program Recorded November 10, 2025 in New YorkForeign Banks and Cross-Border Regulatory Issues [01:00:32]Foreign banks play an essential role in the U.S. financial system. Recent foreign bank entrants the U.S. market look different from foreign banks with longstanding operations. This panel will explore the changing face of foreign banks in the U.S. and discuss other cross-border regulatory issues:Better understand the current regulatory approach to foreign bank entry to the United StatesAssess recent changes in the supervision of the U.S. operations of foreign banksGain insight into the expectations for federal-state coordination in examination and enforcementUnderstand the rise of fintech banks entering the U.S. marketBecome more familiar with the impact of stablecoin regulation on U.S. operations of foreign banksAnalyze the prospects for legacy foreign banks doing business in the United StatesCFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  Derek M. Bush, Alison M. Hashmall, Lena Kiely, Stephanie E. Webster, Michael Tselnik The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cleary Gottlieb, FinCEN Eliminates CTA Requirements for All U.S. Companies and U.S. Individuals (March 24, 2025)Derek M. BushCleary Gottlieb, DOJ Issues Final Rule Targeting Bulk Sensitive Personal and U.S. Government-Related Data Transactions Involving Countries of Concern (February 17, 2025)Derek M. BushPresentation MaterialSegment PowerPoint: Foreign Banks and Cross-Border Regulatory IssuesDerek M. Bush, Alison M. Hashmall, Lena Kiely, Michael Tselnik, Stephanie E. Webster Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453733 453733 98 G3202 1:00:32 https://www.pli.edu/programs/banking-law-institute/453730?tCode=WTC5_RSS01 Risk management Financial services Fintech Regulation, compliance, and enforcement (Banking and finance) Taken from the Web Program Recorded November 10, 2025 in New YorkBank Partnerships and Banking-as-a-Service: New Pressure and New Opportunities [01:02:51]As Banking-as-a-Service (BaaS) models continue to evolve, the relationship between banks and their fintech partners face increased regulatory scrutiny and strategic complexity. This panel will explore the state of play for bank-fintech partnerships in light of recent enforcement actions, supervisory expectations, and evolving third-party risk management frameworks. Panelists will also examine the practical realities of integrating fintech offerings into core banking infrastructure, aligning compliance programs, and sustaining long-term value in a rapidly shifting competitive and regulatory environment.After completing this session, participants will be able to:Understand the current regulatory expectations around BaaS and bank-fintech partnerships, including recent guidance, exam priorities, and supervisory trendAnalyze the risks and opportunities associated with different partnership models, including sponsor bank arrangements, middleware providers, and embedded finance strategiesIdentify practical tools, governance structures, and operational controls banks and fintechs can use to build resilient, compliant, and scalable partnershipsCFE Field of Study: Fraud David L. Beam, Matthew Bornfreund, Leel Sinai, James StevensThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Skadden, U.S. Banking Agencies Are Ramping Up Scrutiny of Bank-Fintech Partnerships (August 21, 2024)Mark ChorazakSkadden, Executive Briefing, Latest Updates on the Trump Administration, Executive Order Targets Debanking and Calls for Review of Financial Institution Practices (August 13, 2025)Mark Chorazak Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453730 453730 98 G3202 1:02:51 https://www.pli.edu/programs/banking-law-institute/453736?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Banking and finance) Cryptocurrencies Digital assets Taken from the Web Program Recorded November 10, 2025 in New YorkDevelopments in Digital Asset and Stablecoin Regulation [01:01:21]The regulatory landscape for digital assets and stablecoins continues to evolve rapidly in the U.S. and globally. This panel will examine the most recent legal, regulatory, and policy developments affecting digital assets and stablecoins, with a particular focus on payment stablecoins, nonbank arrangements, and cross-border use cases. Panelists will also address how enforcement trends, new regulations, and interpretive guidance will shape market behavior and compliance strategies.After completing this session, participants will be able to:Identify the key regulatory authorities and frameworks governing digital assets and stablecoins in the U.S., including developments at the federal and state banking agencies, the SEC, and the CFTCUnderstand licensing requirements for payment stablecoin issuers, and emerging competitive dynamics between bank and nonbank issuersEvaluate the compliance and legal risks associated with various digital asset business models, and asses best practices for banks and fintechs navigating the evolving spaceCFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  James Bergin, Mark Chorazak, Chris Daniel, Polly Klyce PennoyerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Skadden, The Distributed Ledger: Blockchain, Digital Assets and Smart Contracts, U.S. Establishes First Federal Regulatory Framework for Stablecoins: The GENIUS Act Passes Congress and Awaits President Trump’s Signature (July 17, 2025)Mark ChorazakSkadden, The Distributed Ledger: Blockchain, Digital Assets and Smart Contracts, A Closer Look at the Trump Administration’s Comprehensive Report on Digital Assets (August 8, 2025)Mark ChorazakSkadden, The Informed Board, Bitcoin on Balance Sheet: What Public Company Boards Need to Know (Summer 2025)Mark ChorazakPresentation MaterialSegment PowerPoint: Developments in Digital Asset and Stablecoin RegulationJames Bergin, Mark Chorazak, Chris Daniel, Polly Klyce Pennoyer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453736 453736 98 G3202 1:01:21 https://www.pli.edu/programs/banking-law-institute/453739?tCode=WTC5_RSS01 Financial services Fintech Regulation, compliance, and enforcement (Banking and finance) Cryptocurrencies Digital assets Taken from the Web Program Recorded November 10, 2025 in New YorkBank Charters: De Novo Formations and FinTech Acquisitions [01:00:47]Interest in bank charters for fintech, stablecoin issuers, digital asset providers, and other firms has been reinvigorated by the return of the Trump appointees to the federal banking regulators. Today, many fintechs and others are in the process of forming or acquiring novel and traditional bank charters. This panel will discuss developments in charter choice and tips for those acquiring existing banks.After completing this session, participants will be able to:Better understand why people seek bank chartersGain insight into what bank charters offerAssess the difference between de novo chartering vs acquisitionBecome more familiar with recent changes to acquisition processApply techniques for integrating smaller acquisitionsUnderstand Master Account and payment network accessPrepare for the future of bank chartersMatthew G. Bisanz, Michele Alt, Sara Weed, Samantha Kirby The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Matthew Bisanz, et al., Mayer Brown, Illinois Adopts Regulatory Regime for Digital Assets (September 3,2025)Matthew BisanzMatthew Bisanz, Andrew Olmem and Jeffrey P. Taft, Mayer Brown, U.S. FDIC Requests Comment on Industrial Loan Company Framework (July 28, 2025)Matthew BisanzMatthew Bizanz and Jeffrey P. Taft, Mayer Brown, Novel Banking Charters: Options in Fintechs (September 2025)Matthew Bisanz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453739 453739 98 G3202 1:00:47 https://www.pli.edu/programs/banking-law-institute/453727?tCode=WTC5_RSS01 Banking and finance Financial services Regulation, compliance, and enforcement (Banking and finance) Taken from the Web Program Recorded November 10, 2025 in New YorkLarge Bank Capital Rule Revisions and Renewed Regulatory Tailoring [01:00:45]Large banks have spent much of the last 15 years accepting new regulation after new regulation as part of the implementation of the Dodd-Frank Act. The current crop of regulators is committed to changing that state of affairs and already have proposed and implemented numerous measure to make the U.S. banks more competitive. This panel will explore these issues and where banks should look (and push further) for reform.After completing this session, participants will be able to:Understand what eSLR reform means for Treasury intermediationDiscover how the current regulators will tackle Basel III endgameGain insight into whether the long-term debt rule will be implemented for banks with $100-250 billion in assetsExamine what the regulators can do on tailoring absent legislative changes to thresholdsAssess whether the $100 billion threshold for enhanced supervision will remain in placeAnticipate what changes we should expect on CAMELS and supervisory evaluation of bank managementBetter understand the future of resolution planningJarryd E. Anderson, Young Kim, Sarah Flowers, Gregory J. LyonsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mayer Brown, Developments in Bank Regulation: 2025 Issues for ClientsMatthew BisanzAndrew Olmem, Jeffrey P. Taft and Matthew Bisanz, Mayer Brown, Federal Reserve Proposes Changes to Rating System for Large Financial Institutions (July 21, 2025)Matthew Bisanz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453727 453727 98 G3202 1:00:45 https://www.pli.edu/programs/securities-offerings/453723?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Registration statements (Securities filings and financial statements) Securities offerings Taken from the Web Program Recorded November 10, 2025 in New YorkIntroduction to the Law of Securities Offerings [01:02:43]Panelists will discuss the basic legal framework for registered public securities offerings. After completing this session, participants will be able to:Understand the legal framework for securities offerings under the Securities Act, including definitions and regulations of “offers” and “sales” of “securities”Compare the different types of issuers recognized under the Securities Act for public offerings and how issuer status plays out under the Securities ActAnalyze the scope of permitted communications during the SEC registration processC. Daniel Haaren, Roshni Banker CarielloThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cravath, Swaine & Moore, The Statutory Arrangement for Public and Private Securities Offerings Under the Securities Act of 1933 (Updated June 30, 2025)C. Daniel HaarenCravath, Swaine & Moore, Finance & Capital Markets, Quarterly Report (Q2 2025)C. Daniel HaarenHui Lin, et al., Simpson Thacher & Bartlett, IPO Success Lies in Risk Assessment and a Clear Equity Story (January 8, 2025)Hui LinSimpson Thacher & Bartlett, Memorandum, President Orders Department of Labor and Securities and Exchange Commission to Democratize Access to Alternative Assets for 401(k) Plans (August 7, 2025)Hui LinSimpson Thacher & Bartlett, Memorandum, SEC Expands Accommodations for Draft Registration Statements (March 6, 2025)Hui LinSimpson Thacher & Bartlett, Memorandum, EDGAR Next is Approaching: What to Do Now (February 14, 2025)Hui LinPresentation MaterialIntroduction to the Law of Securities OfferingsRoshni Banker Cariello, D. Scott Bennett, C. Daniel Haaren Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453723 453723 98 G3224 1:02:43 https://www.pli.edu/programs/securities-offerings/453714?tCode=WTC5_RSS01 Financial services Regulation, compliance, and enforcement (Securities and other financial products) Practice skills (Securities and other financial products) Securities filings and financial statements Securities offerings Taken from the Web Program Recorded November 10, 2025 in New YorkUnderwriting Arrangements, Listing Process and FINRA Review [01:00:18]Panelists will discuss the underwriting and exchange listing processes. After completing this session, participants will be able to:Understand preparation of the Underwriting Agreement, including an analysis of the key provisionsGo behind the scenes: the agreement among underwriters — what is it and how does it work?Work with FINRA, including obtaining a “no objections” letter in a timely mannerManage NYSE/NASDAQ listing mechanicsC. Daniel Haaren, Danielle ScalzoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cravath, Swaine & Moore, The Statutory Arrangement for Public and Private Securities Offerings Under the Securities Act of 1933 (Updated June 30, 2025)C. Daniel HaarenCravath, Swaine & Moore, Finance & Capital Markets, Quarterly Report (Q2 2025)C. Daniel HaarenHui Lin, et al., Simpson Thacher & Bartlett, IPO Success Lies in Risk Assessment and a Clear Equity Story (January 8, 2025)Hui LinSimpson Thacher & Bartlett, Memorandum, President Orders Department of Labor and Securities and Exchange Commission to Democratize Access to Alternative Assets for 401(k) Plans (August 7, 2025)Hui LinSimpson Thacher & Bartlett, Memorandum, SEC Expands Accommodations for Draft Registration Statements (March 6, 2025)Hui LinSimpson Thacher & Bartlett, Memorandum, EDGAR Next is Approaching: What to Do Now (February 14, 2025)Hui LinUnderwriting Arrangements and DocumentsDanielle ScalzoPresentation MaterialUnderwriting and Distribution ArrangementsC. Daniel Haaren, Danielle Scalzo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453714 453714 98 G3224 1:01:00 https://www.pli.edu/programs/securities-offerings/453711?tCode=WTC5_RSS01 Gatekeepers Ethical issues (Ethics and professional responsibility) In-house counsel (Ethics and professional responsibility) Securities offerings Taken from the Web Program Recorded November 10, 2025 in New YorkEthics, Due Diligence and the Offering Process [01:44:55]Panelists will discuss the ethical issues arising in the due diligence and offering processes. After completing this session, participants will be able to:Recall professional liability provisions and remedies under the Securities Act (MRPC 1.13)Recognize the importance of ethics in due diligence in the offering process, including comfort letters, 10b-5 statements and in-house counsel considerations (MRPC 4.1)Understand the role of participants in the offering process, including avoiding ethical pitfalls (MRPC 4.1)Spot ethical issues in the underwriting process: Lawyers as gatekeepers (MRPC 1.6)C. Daniel Haaren, James A. Harrod, Jennifer L. Lee, Danielle ScalzoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sophia Hudson, Kirkland & Ellis LLP, Lawyers as Gatekeepers in the Underwriting Process (September 2025)Jennifer L. LeePresentation MaterialEthics, Due Diligence & the Offering ProcessC. Daniel Haaren, James A. Harrod, Jennifer L. Lee, Danielle Scalzo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453711 453711 98 G3224 1:45:37 https://www.pli.edu/programs/securities-offerings/453720?tCode=WTC5_RSS01 Securities and other financial products Disclosures (Securities and other financial products) Securities filings and financial statements Registration statements (Securities filings and financial statements) Securities offerings Taken from the Web Program Recorded November 10, 2025 in New YorkWorking Effectively with the SEC: Preparing Your Registration Statement [01:29:28]Panelists will discuss the registration statement preparation and SEC review processes. After completing this session, participants will be able to:Prepare the registration statementDiscuss the registration process, including SEC review and comment process (including the public posting of those comments and processes for requesting confidential treatment of materials sent to the SEC)Understand substantive disclosure and other problem areas relevant to securities offeringsRecognize current SEC areas of focus and impact on the registration processC. Daniel Haaren, Roshni Banker Cariello, Lisa M. Kohl, Hui LinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cravath, Swaine & Moore, The Statutory Arrangement for Public and Private Securities Offerings Under the Securities Act of 1933 (Updated June 30, 2025)C. Daniel HaarenCravath, Swaine & Moore, Finance & Capital Markets, Quarterly Report (Q2 2025)C. Daniel HaarenHui Lin, et al., Simpson Thacher & Bartlett, IPO Success Lies in Risk Assessment and a Clear Equity Story (January 8, 2025)Hui LinSimpson Thacher & Bartlett, Memorandum, President Orders Department of Labor and Securities and Exchange Commission to Democratize Access to Alternative Assets for 401(k) Plans (August 7, 2025)Hui LinSimpson Thacher & Bartlett, Memorandum, SEC Expands Accommodations for Draft Registration Statements (March 6, 2025)Hui LinSimpson Thacher & Bartlett, Memorandum, EDGAR Next is Approaching: What to Do Now (February 14, 2025)Hui LinPresentation MaterialPreparing Your Registration Statement and Working Effectively with the SECRoshni Banker Cariello, C. Daniel Haaren, Lisa M. Kohl, Hui Lin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453720 453720 98 G3224 1:30:10 https://www.pli.edu/programs/securities-offerings/453717?tCode=WTC5_RSS01 Accounting and financial reporting Disclosures (Securities and other financial products) Securities filings and financial statements Securities offerings Taken from the Web Program Recorded November 10, 2025 in New YorkFinancial and Accounting Disclosures in Offering Documents and Related Considerations [01:19:29]Panelists will discuss the financial disclosure and other offering documentation processes. After completing this session, participants will be able to:Discuss the critical financial information that forms the backbone of disclosures in securities offerings, including annual financial statements, interim financial statements, acquired business financial statements, management’s discussion & analysis and pro forma financial informationAssess substantive financial disclosure and accounting problem areas relevant to securities offeringsDiscuss rules on use of non-GAAP measures such as EBITDASpot ethical issues in working with accountants and other "experts” and understand the role of the auditor’s “comfort letter”C. Daniel Haaren, Lisa M. Kohl, Hui Lin, Samantha ZytkoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cravath, Swaine & Moore, The Statutory Arrangement for Public and Private Securities Offerings Under the Securities Act of 1933 (Updated June 30, 2025)C. Daniel HaarenCravath, Swaine & Moore, Finance & Capital Markets, Quarterly Report (Q2 2025)C. Daniel HaarenHui Lin, et al., Simpson Thacher & Bartlett, IPO Success Lies in Risk Assessment and a Clear Equity Story (January 8, 2025)Hui LinSimpson Thacher & Bartlett, Memorandum, President Orders Department of Labor and Securities and Exchange Commission to Democratize Access to Alternative Assets for 401(k) Plans (August 7, 2025)Hui LinSimpson Thacher & Bartlett, Memorandum, SEC Expands Accommodations for Draft Registration Statements (March 6, 2025)Hui LinSimpson Thacher & Bartlett, Memorandum, EDGAR Next is Approaching: What to Do Now (February 14, 2025)Hui LinUnderwriting Arrangements and DocumentsDanielle ScalzoPresentation MaterialImportant Financial Statements and Accounting DisclosuresC. Daniel Haaren, Lisa M. Kohl, Hui Lin, Samantha Zytko Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453717 453717 98 G3224 1:19:29 https://www.pli.edu/programs/the-ethical-edge-staying-ethical-in-the-age-of-ai-and-legal-tech/454610?tCode=WTC5_RSS01 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454610 454610 98 G5609 1:01:46 https://www.pli.edu/programs/ethical-issues-in-working-with-pro-bono-clients-in-2025/451899?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 451899 451899 98 G5554 1:01:49 https://www.pli.edu/programs/advising-the-modern-microentrepreneur-what-lawyers-need-to-know-in-2025/451782?tCode=WTC5_RSS01 Corporate law Information privacy (Cybersecurity and data protection) Intellectual property Public interest law and pro bono Real estate Five years after the pandemic, microentrepreneurs still face persistent and evolving challenges. Faculty will explore what microentrepreneurship looks like today, and how pro bono lawyers and legal service providers can meet clients where they are, whether they’re gig workers, content creators, or small business owners focused more on survival than long-term planning. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451782 451782 98 G5553 1:01:53 https://www.pli.edu/programs/communications-law-in-the-digital-age/453842?tCode=WTC5_RSS01 Communications and telecommunications Libel Defamation Taken from the Web Program Recorded November 6 - 7, 2025 in New YorkDefamation and Related Claims: Current Issues for Media Lawyers [01:01:25]After completing this session, participants will be able to answer the following questions:The importance of geography: Is Florida the new venue for libel tourism?Two steps forward, one step back: While state SLAPP laws multiply, has use in federal courts declined? Is there an emerging consensus on defenses to (or remedies for) AI-generated libel suits? A rose by any other name: Are creative plaintiffs succeeding in bringing claims other than defamation to challenge content they dislike? Immunity or impunity: Does the Westfall Act create an unfair double standard for federal government officials to be defamation plaintiffs while claiming immunity for their own speech? Speaker: Jonathan R. Donnellan Panel Leader: Kelli L. SagerPanel: Michael Gottlieb, Thomas G. Hentoff, David McCraw, Laura Prather The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ten Defamation Decisions of Interest This Year (September 2024–August 2025)Corby Burger,Malka Herman,Chloe Houdre,Thomas G. Hentoff,Nick Gamse,Alexandra Gutierrez,Anna Hrom,Tiffany KeungRecent Developments in Anti-SLAPP LawMichael Lambert,Laura Lee PratherPresentation MaterialDefamation and Related Claims: Current Issues for Media LawyersJonathan R. Donnellan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453842 453842 98 G3033 1:01:25 https://www.pli.edu/programs/communications-law-in-the-digital-age/453827?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Prior restraint Retaliation (Employment discrimination) Taken from the Web Program Recorded November 6 - 7, 2025 in New YorkPlaying Defense: Defending Against Prior Restraints, Subpoenas, and Punitive Government Action [00:58:58]After completing this session, participants will be able to answer the following questions:When does government regulation become unconstitutional retaliation?: Scrutinizing Trump v. CBS, Media Matters v. FTC, and USNWR v. Chiu  Dollars and censorship: Is the use of funding (or defunding) or taxation implicate the First Amendment? Is the journalists’ privilege being threatened?: Looking at the impact of the DOJ’s new subpoena rules and recent decisions in high-profile casesThe rise in Section 1983 lawsuits by journalists: Is the best defense a good offense?Are prior restraints against the media back on the table?  Panel Leader: Kelli L. SagerPanel: George Freeman, Jean-Paul Jassy, Mary-Rose Papandrea, Katie TownsendThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Playing Defense: Defending Against Prior Restraints, Subpoenas and Punitive Government ActionAmanda Harris,Jean-Paul JassyPunitive Government Action in Violation of the First Amendment: Unlawful Retaliation Against the MediaKatie TownsendRecent Developments in Media Law: Reporter’s Privilege (August 2025)Mary-Rose Papandrea Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453827 453827 98 G3033 0:59:40 https://www.pli.edu/programs/communications-law-in-the-digital-age/453859?tCode=WTC5_RSS01 Communications and telecommunications Media ownership Regulation, compliance, and enforcement (Communications and telecommunications) Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded November 6 - 7, 2025 in New YorkDevelopments in Electronic Media Regulation [00:57:42]After completing this session, participants will be able to answer the following questions: What are the key priorities and initiatives of the FCC under Chairman Brendan Carr's leadership?How has the FCC's approach to media ownership evolved, and what are the implications of the 2022 quadrennial review still pending?What are the recent developments in the FCC's enforcement actions, and how has the agency's approach changed under the new administration?What are the significant legal and regulatory changes affecting the communications sector, particularly in relation to the Supreme Court's recent decisions?How is the FCC managing the balance between promoting innovation and ensuring consumer protection in the rapidly evolving media and communications landscape?Panel Leader: Cristina Chou Panel: Pam Arluk, Brad C. Deutsch, Gigi Sohn The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Communications Law 2025 (September 2025)Tawanna D. Lee,Kathleen A. Kirby,Ari S. Meltzer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453859 453859 98 G3033 0:57:42 https://www.pli.edu/programs/communications-law-in-the-digital-age/453824?tCode=WTC5_RSS01 Communications and telecommunications Digital and mass media Online and traditional advertising Online platforms Taken from the Web Program Recorded November 6 - 7, 2025 in New YorkHot Topics in Communications Law: Issues Involving Section 230 and Digital Media [01:02:00]After completing this session, participants will be able to answer the following questions:How have recent court decisions, such as Moody v. Netchoice and Anderson v. TikTok, impacted the interpretation and application of Section 230 of the Communications Decency Act?  What are the implications of the evolving legal landscape on the responsibilities and liabilities of tech platforms under Section 230, particularly in relation to content curation and moderation?  How have courts addressed Section 230 immunity in cases involving algorithmic content recommendations and user-generated content?What are the legal challenges and outcomes related to Section 230 in cases involving online platforms and the distribution of harmful or illegal content?What are the implications of Section 230 in cases challenging advertising provisions aimed at protecting minors?What are the recent developments in Section 230 immunity concerning defamation and breach of contract claims?Speaker: Erik Bierbauer Panel Leader: Jeremy FeigelsonPanel: Maryanne Franks, Ambika Kumar, Andy MarThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Developments in the Law Concerning § 230 of the Communications Decency Act, 47 U.S.C. § 230 (July 1, 2024–July 11, 2025)Ambika KumarCurating Cyberspace: Rights, Responsibilities, and Opportunities, Just Security (May 14, 2025), available at: https://www.justsecurity.org/110703/platform-curation-right-responsibility-opportunity/#Mary Anne FranksPresentation MaterialHot Topics in Communications Law: Section 230 and Digital MediaErik Bierbauer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453824 453824 98 G3033 1:02:00 https://www.pli.edu/programs/communications-law-in-the-digital-age/453848?tCode=WTC5_RSS01 Right of publicity Trademarks Copyright Taken from the Web Program Recorded November 6 - 7, 2025 in New YorkIP, Lanham Act, and Right of Publicity Updates [01:16:21]After completing this session, participants will be able to answer the following questions: How are the courts ruling on the use of copyrighted works to train AI models?What are the implications of the D.C. Circuit's decision in Thaler v. Perlmutter on AI-generated works and copyright registration?  How is the legal landscape evolving around internet scraping and copyright infringement?  What are the latest developments in secondary and platform liability for copyright infringement?  How are courts addressing the issue of copyright registration and the timing of infringement suits?  What are the recent trends in trademark disputes involving NFTs and keyword advertising?  Speaker: Megan Bannigan Panel Leader: Jeremy FeigelsonPanel: Stephanie Abrutyn, Robert Brauneis, Jennifer L. Pariser, Joseph C. Gratz The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Intellectual Property 2025: Select DevelopmentsMegan K. Bannigan,Jared I. Kagan,Alessandra G. MasciandaroPresentation MaterialIP, Lanham Act, and Right of Publicity UpdatesMegan K. Bannigan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453848 453848 98 G3033 1:16:21 https://www.pli.edu/programs/communications-law-in-the-digital-age/453835?tCode=WTC5_RSS01 Communications and telecommunications Taken from the Web Program Recorded November 6 - 7, 2025 in New YorkThe Media On Offense: Current Issues In Access and Newsgathering [00:59:37]After completing this session, participants will be able to answer the following questions:AP, Dow Jones, and the White House: Does the Constitution preclude content-based discrimination in providing access to restricted spaces?Covering nationwide protests: What has changed for reporters since the Black Lives Matter protests? From P. Diddy to Karen Read and Bryan Kohberger: Is social media causing courts to restrict media access in high-profile cases?FOIA and DOGE: What happens to public records requests if the lights aren’t on and no one is home at government agencies? In reporting about mass deportations, what rights of access do journalists have to immigration courts, ICE records, and border crossings?Speaker: Leita Walker Panel Leader: Kelli L. SagerPanel: Karen Kaiser, James A. McLaughlin, Lisa Zycherman The purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Law of Access: An OverviewLeita WalkerPresentation MaterialCurrent Issues in Access and Newsgathering: Hot Topics and Key Cases Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453835 453835 98 G3033 1:00:19 https://www.pli.edu/programs/communications-law-in-the-digital-age/453831?tCode=WTC5_RSS01 News media Defamation Cross-border investigations Government investigations (Data breach) Taken from the Web Program Recorded November 6 - 7, 2025 in New YorkHot Topics in International Media Law [01:15:57]After completing this session, participants will be able to answer the following questions:How can international journalists effectively navigate the growing legal restrictions and anti-journalist legislation in authoritarian regimes?As data protection laws evolve, how can journalists balance their need for investigative reporting and source protection with compliance to global privacy standards?What impact will the European Union's new Whistleblower Protection Directive have on investigative journalism and the legal protection of sources?How will enhanced legal safeguards for whistleblowers under EU law affect journalists who rely on leaks for public interest stories, and what legal risks might they still face in different jurisdictions?How can international media outlets protect themselves from defamation lawsuits across different legal systems, particularly with the rise of global "fake news" and reputation protection laws?How can the proposed UN protections for foreign correspondents and media workers in high-risk areas be strengthened and implemented on a global scale to prevent violence and harassment?As social media becomes a central tool for journalism, how can media lawyers advise journalists to avoid legal pitfalls related to defamation, hate speech, or content moderation on digital platforms?Panel Leader: Mark StephensPanel: Frank LoMonte, Caoilfhionn Gallagher, David Kaye, Katharine Larsen, Randy L. ShapiroThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Human Rights Council, Freedom of Expression and Elections in the Digital Age, Report of the Special Rapporteur on the Promotion and Protection of the Right to Freedom of Opinion and Expression, Irene Khan, A/HRC/59/50 (June 11, 2025)Jeremy Feigelson,Kelli L. SagerHuman Rights Council, Journalists in Exile, Report of the Special Rapporteur on the Promotion and Protection of the Right to Freedom of Opinion and Expression, Irene Khan, A/HRC/56/53 (April 26, 2024)Jeremy Feigelson,Kelli L. SagerPresentation MaterialCouncil of Europe, Opinion on the Law on the Registration of Foreign AgentsCouncil of Europe, Press Release, Venice Commission publishes Opinion on the Law of Georgia Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453831 453831 98 G3033 1:16:39 https://www.pli.edu/programs/communications-law-in-the-digital-age/453820?tCode=WTC5_RSS01 Communications and telecommunications Ethics and professional responsibility Taken from the Web Program Recorded November 6 - 7, 2025 in New YorkLegal Ethics for Media Lawyers: Current Issues [01:02:57]After completing this session, participants will be able to answer the following questions:What are the responsibilities of an attorney who represents an entity and who concludes that one or more of its constituents are not acting in its best interest?What are the ethical implications if a client commits a crime against their legal counsel? Does it void the privilege?What do the ethics rules have to say about using forbidden criteria, like race, in attempting to strike jurors?Some lawyers use "speaking objections" in defending their clients, for example at depositions. What do the rules of ethics and procedure have to say about the practice?Problems with lawyers relying on AI in preparing legal documents persist. Why? What can be done about it? Does it matter if AI gets the principle right but the citations wrong? How should we think about AI in our own practices?Panel Leader: Leonard Niehoff Panel: Lucy A. Dalglish, Marcus Delgado, Rachel Fugate, Jeffrey Glasser The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics HypotheticalLeonard NiehoffResource Materials: Legal Ethics for Media Lawyers: Current IssuesLeonard NiehoffD.C. Bar, Ethics Opinion 388: Attorneys’ Use of Generative Artificial Intelligence in Client MattersLeonard NiehoffThe State Bar of California Standing Committee on Professional Responsibility and Conduct, Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of LawLeonard Niehoff Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453820 453820 98 G3033 1:02:57 https://www.pli.edu/programs/communications-law-in-the-digital-age/453845?tCode=WTC5_RSS01 Communications and telecommunications Taken from the Web Program Recorded November 6 - 7, 2025 in New YorkThe Media Business is Changing—How is the Law Keeping Up? [01:00:42]After completing this session, participants will be able to answer the following questions:“Digital native” newsrooms: What are the key legal challenges they face?The second Trump Administration: With media organizations on the Administration’s radar, how is the work of lawyers changing - for their public-media clients and for others?From for-profit to nonprofit: What have we learned so far as news organizations continue to convert?The creator economy: How do the legal concerns change when journalists and commentators become independent podcasters, TikTokkers or Substackers?Panel Leader: Jeremy FeigelsonPanel: Cynthia Photos Abbott, Dick Tofel, Matt WoodThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Where Nonprofit Journalism Funding Stands Now, Second Rough Draft (August 21, 2025), available at: https://dicktofel.substack.com/p/where-nonprofit-journalism-fundingDick TofelFour Harder Questions About Nonprofit Boards and CEOs, Second Rough Draft (August 14, 2025), available at: https://dicktofel.substack.com/p/four-harder-questions-about-nonprofitDick TofelWhat to Do Now About Public Broadcasting, Second Rough Draft (July 17, 2025), available at: https://dicktofel.substack.com/p/what-to-do-now-about-public-broadcastingDick Tofel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453845 453845 98 G3033 1:01:24 https://www.pli.edu/programs/communications-law-in-the-digital-age/453855?tCode=WTC5_RSS01 Communications and telecommunications First Amendment Taken from the Web Program Recorded November 6 - 7, 2025 in New YorkThe Supreme Court and the First Amendment: Developments Impacting Communications Law [01:20:27]After completing this session, participants will be able to answer the following questions:Separation of Powers and the Rule of Law: Is the United States in a Constitutional Crisis?What do Free Speech Coalition v. Paxton and TikTok v. Garland mean for the future of online speech?How will the Supreme Court respond to attacks on judges, lawyers, colleges, and the press?Looking at the Supreme Court’s religion-clause docket: what do Mahmoud v. Taylor and other recent religion cases signal about the Court’s approach to free speech? Revisiting NRA v. Vullo: what happened to the Court’s unanimous slapdown of government coercion?Speaker: RonNell Andersen Jones Panel Leader: Kelli L. SagerPanel: Floyd Abrams, David A. Kaplan, Paul M. Smith, Sonja WestThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Notable United States Supreme Court Cases, October Term 2024RonNell Andersen Jones Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453855 453855 98 G3033 1:20:27 https://www.pli.edu/programs/communications-law-in-the-digital-age/453838?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology litigation Taken from the Web Program Recorded November 6 - 7, 2025 in New YorkPrivacy and Data Protection: Current Issues for Media Lawyers [01:00:57]After completing this session, participants will be able to answer the following questions:How have recent enforcement actions by the FTC and other federal agencies impacted TikTok's operations and compliance strategies regarding COPPA and the FTC Act? What are the latest regulatory actions taken by the FTC and other agencies, and how are tech companies responding to these regulatory challenges? What are the key legal arguments and outcomes in recent California class actions involving third-party software and chat bots under wiretapping laws? How are media companies defending against class action lawsuits under the Video Privacy Protection Act (VPPA), and what implications do these cases have for the broader media industry? What are the recent developments in Biometric Information Privacy Act (BIPA) litigation, and how have business-friendly changes to the statute and settlements like the Clearview AI case influenced class actions? How are states responding to the lack of comprehensive federal privacy legislation, and what new state-level privacy laws have been enacted to address this gap? Cybersecurity, Privacy and Data Protection - General credit in NY Speaker: Jane E. KirtleyPanel Leader: Jeremy FeigelsonPanel: Justin Brookman, Nur-ul-Haq, Kathleen McGee The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Privacy and Data Protection—2025 (September 2, 2025)Jane E. Kirtley Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453838 453838 98 G3033 1:00:57 https://www.pli.edu/programs/communications-law-in-the-digital-age/453852?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded November 6 - 7, 2025 in New YorkAI and the Media [01:00:28]After completing this session, participants will be able to answer the following questions:Special presentation: Global news leaders share current examples of how they are using AI to transform journalism How can other media organizations using AI to enhance reporting, streamline workflows, and reach audiences in new ways?  What do these use cases tell us about the legal challenges and future directions for AI in the media industry? How might regulatory efforts impact how newsrooms and other media organizations use AI?Panel Leader: Joseph C. GratzPanel: Patty Michalski, Celia Muller, Tom Rubin, Vince TripodiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:AI, Search and the Future of News, Second Rough Draft (June 19, 2025), available at: https://dicktofel.substack.com/p/ai-search-and-the-future-of-newsDick TofelTexas Responsible Artificial Intelligence Governance Act, H.B. 149, 89th Leg., Reg. Sess. (Tex. 2025)Jeremy Feigelson,Kelli L. SagerConcerning Consumer Protections in Interactions with Artificial Intelligence Systems, CO S.B. 24-205 (2024)Jeremy Feigelson,Kelli L. SagerPresentation MaterialHow Hearst Newsrooms Succeed with AIPatty Michalski Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453852 453852 98 G3033 1:00:28 https://www.pli.edu/programs/international-investment-law--investor-state-dispute-settlement/453525?tCode=WTC5_RSS01 International arbitration International trade International investment and securities Settlement (Dispute resolution) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453525 453525 98 G4444 1:06:48 https://www.pli.edu/programs/international-investment-law--investor-state-dispute-settlement/453531?tCode=WTC5_RSS01 International arbitration International trade International investment and securities Settlement (Dispute resolution) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453531 453531 98 G4444 1:05:25 https://www.pli.edu/programs/international-investment-law--investor-state-dispute-settlement/453528?tCode=WTC5_RSS01 International arbitration International trade International investment and securities Artificial intelligence Generative AI Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453528 453528 98 G4444 0:59:16 https://www.pli.edu/programs/strategies-and-tactics-for-successful-immigration-appeals/453559?tCode=WTC5_RSS01 Immigration and naturalization Litigation Appeals Appellate advocacy Public interest law and pro bono Taken from the Web Program Recorded November 6, 2025 in San FranciscoAnatomy of an Immigration Judge’s Decision [01:01:26]Immigration Judge decisions can be either oral or written and can cover various issues, including credibility, pretermission of applications, due process concerns, and denial of relief on the merits. This presentation will provide practical strategies for attorneys who are preparing to write a written brief on appeal to the Board of Immigration Appeals. After completing this session, participants will be able to:Analyze the issues on appealOutline, structure, and write a BIA briefPreserve arguments for possible Circuit Court reviewNeela Chakravartula, Anne PetersonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Center for Gender & Refugee Studies, Tips for Writing an Effective Appellate Brief for Fear-of-Return Claims Before the Board of Immigration AppealsNeela Chakravartula,Anne PetersonUnited States Department of Justice, Executive Office for Immigration Review, United States Immigration Court, Sample Oral Decision of the Immigration JudgeNeela Chakravartula,Anne PetersonSample IntroductionNeela Chakravartula,Anne PetersonSample Table of ContentsNeela Chakravartula,Anne PetersonPresentation MaterialAnatomy of an Immigration Judge’s Decision (PowerPoint Slides)Neela Chakravartula, Anne Peterson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453559 453559 98 G4269 1:01:26 https://www.pli.edu/programs/strategies-and-tactics-for-successful-immigration-appeals/453562?tCode=WTC5_RSS01 Immigration and naturalization Litigation Appeals Appellate advocacy Public interest law and pro bono Taken from the Web Program Recorded November 6, 2025 in San FranciscoThe BIA Appeal [01:03:05]This presentation will provide an overview of what attorneys should expect from the BIA appeal process, including forms, filings, briefing schedules, motions, and timelines. After completing this session, participants will be able to:Create a record before the trial court that will set up a successful appealFile the BIA Notice of Appeal Organize a brief, including the various required components, such as statement of facts, standard of review, and relief soughtUnderstand other filings before the BIA, such as interlocutory appeals, motions to reopen, and motions for reconsiderationBrynna Bolt, Bradley JenkinsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Aruna Sury, Identifying Issues for A BIA Appeal, Practice Advisory, Immigrant Legal Resource Center (June 2022)Bradley JenkinsPresentation MaterialThe BIA Appeal (PowerPoint Slides)Brynna Bolt, Bradley Jenkins Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453562 453562 98 G4269 1:03:47 https://www.pli.edu/programs/strategies-and-tactics-for-successful-immigration-appeals/453556?tCode=WTC5_RSS01 Immigration and naturalization Litigation Appeals Appellate advocacy Public interest law and pro bono Taken from the Web Program Recorded November 6, 2025 in San FranciscoCircuit Court Appeals [01:02:20]Following a dismissal from the Board of Immigration Appeals, the next step for noncitizens is to file a petition for review with the Circuit Court. This panel will offer a framework for the Circuit Court appeal. After completing this session, participants will be able to:Identify and preserve arguments before the agencyAdvise clients about the circuit court appeal processFile a Petition for ReviewFile a Motion for Stay of Removal (as necessary)Evaluate alternative resolutions (mediation; administrative closure; abeyance)Prepare a compelling opening briefRespond to government argumentsPresent oral argument before the circuit courtGenna Beier, Kelsey MoralesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Court of Appeals for the Ninth Circuit, Submitting an Immigration Petition for Review (March 2022)Genna BeierUnited States Court of Appeals for The Ninth Circuit, Petition for Review of Order of a Federal Agency, Board, Commission, or Officer, Form 3 (December 2018)Genna BeierUnited States Court of Appeals for The Ninth Circuit, Motion and Affidavit for Permission to Proceed in Forma Pauperis, Form 4 (December 2018)Genna BeierNational Immigration Litigation Alliance, Practice Advisory, Riley v. Bondi: Impact on Petitions for Review (July 3, 2025)Kelsey MoralesUnited States Court of Appeals for the Ninth Circuit, Sample Petitioner’s Opposition to Respondent’s Motion for Summary Dismissal and Motion for Transfer of Venue; Petitioner’s Motion to Hold Petition in Abeyance (August 2025)Genna BeierU.S. Court of Appeals for the Ninth Circuit, Filing a Streamlined Request to Extend Time to File a Brief in an Immigration Petition (November 2021)Genna BeierU.S. Court of Appeals for the Ninth Circuit, Sample Petitioner’s Unopposed Motion for a 90-Day Extension to File Opening Brief (June 2025)Genna BeierU.S. Court of Appeals for the Ninth Circuit, Sample Petitioner’s Unopposed Motion to Hold Proceedings in Abeyance Pending the Resolution of His Motion to Reopen (October 2022)Kelsey MoralesSan Francisco Office of the Public Defender, Sample FRAP 28(j) Letter (May 2021)Genna BeierAlameda County Public Defender’s Office, Sample Redacted Excerpt from Petitioner’s Motion to Stay the Mandate, Ninth Circuit (May 2025)Kelsey MoralesPresentation MaterialCircuit Court Appeals (PowerPoint Slides)Genna Beier, Kelsey Morales Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453556 453556 98 G4269 1:03:02 https://www.pli.edu/programs/cybersecurity/453252?tCode=WTC5_RSS01 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 November 5, 2025 in San FranciscoCybersecurity: CISOs Speak [01:01:10]CISOs stand between businesses and cyber attackers. They also work hand-in-hand with cybersecurity lawyers. In this session, we will hear from those on the front lines. After completing this session, participants will be able to:Extrapolate strategies for global companies facing persistent threatsRecite industry standards and best practicesUnderstand the actions of those who are key to defending the regulated community and the publicReview prevention strategiesJason Manar, Phil Malatras, Hanan SzwarcbordThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Christian Vasquez, Fortune, Former FBI Agent Thought He Had Seen It All in Cybercrime. Then He Became a Corporate Executive in Charge of Information Security (March 11, 2025)Jason Manar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453252 453252 98 G3171 1:01:52 https://www.pli.edu/programs/cybersecurity/453267?tCode=WTC5_RSS01 Cybersecurity and data protection Cyber threats Information privacy (Cybersecurity and data protection) Taken from the Web Program Recorded November 5, 2025 in San FranciscoThe Cyber Threat Landscape [01:04:00]The panelists in this session will provide details about the current cyber threat environment. They will describe the key threat actors, exploits used to compromise systems, and the data most coveted by cyber criminals. After completing this session, participants will be able to:Identify today’s most significant cybersecurity threatsKnow what the attackers are seekingProtect their companiesList what industry sectors and data are most at riskScott Hellman, Rachel James, Bob Lord, Nick Pelletier The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mandiant, M-Trends 2025 ReportDavid WongPresentation MaterialThe Cyber Threat LandscapeScott Hellman, Bob Lord, David Wong Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453267 453267 98 G3171 1:04:42 https://www.pli.edu/programs/cybersecurity/453258?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 November 5, 2025 in San FranciscoCybersecurity: Regulators Speak [01:05:35]Federal and state regulators are laser-focused on cybersecurity. In this session, we will hear from regulators who are steeped in cyber-related investigations, enforcement and regulation. After completing this session, participants will be able to:Understand relevant regulatory frameworksOutline regulatory priorities in data securityList enforcement trendsDiscuss how regulators prefer organizations to respond to cybersecurity incidentsKristen G. Hilton, John Neumon, Yen P. (TiTi) NguyenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Panoramic Data Protection & Privacy 2025 (July 3, 2024)Lisa J. Sotto,Aaron P. Simpson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453258 453258 98 G3171 1:06:17 https://www.pli.edu/programs/cybersecurity/453261?tCode=WTC5_RSS01 Cybersecurity and data protection Data breach Government investigations (Data breach) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded November 5, 2025 in San FranciscoCyber Attack Tabletop [01:18:42]The panelists on this session will walk the audience through a cyber tabletop exercise, breaking down each step in the response process. After completing this session, participants will be able to:Recall a mock cybersecurity event with experts who will walk through each aspect of the incidentIdentify the anomalies that suggest the occurrence of a cyber eventManage a forensic investigationEvaluate the legal implicationsLearn follow-up remediation techniquesManage the regulators and ensuing lawsuitsSiobhan Gorman, Lisa J. Sotto, Heidi Wachs The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Adam Solomon, Responding to Cyber Extortion: Understanding Cybercriminal Networks and Negotiating with Cybercriminals (February 27, 2025)Lisa J. Sotto,Aaron P. SimpsonPresentation MaterialCyber Attack TabletopSiobhan Gorman, Nada Noaman, Lisa J. Sotto, Heidi Wachs Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453261 453261 98 G3171 1:18:42 https://www.pli.edu/programs/cybersecurity/453264?tCode=WTC5_RSS01 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 November 5, 2025 in San FranciscoCybersecurity: U.S. and Global Legal Landscape [01:00:30]In this session, we will learn about the myriad laws and proposed rules in the U.S., EU and beyond concerning cybersecurity protections and response. After completing this session, participants will be able to:Hear an overview of the cybersecurity legal landscape in the U.S. and other jurisdictionsAnalyze U.S. data security lawsUnderstand U.S. breach notification lawsSummarize recent SEC activityAnalyze FTC enforcement actionsRestate EU developments on data security and breach notification in the GDPR and NIS2 DirectiveComply with global breach notification requirements and guidanceMelissa Parisi, Aaron P. SimpsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:David Dumont, Hunton, Lawyer Insights, Flexible but Robust Cybersecurity Compliance Programs Are Essential to Comply with New EU Digital Laws (June 3, 2025)Lisa J. Sotto,Aaron P. SimpsonPresentation MaterialCybersecurity: U.S. and Global Legal LandscapeMelissa Parisi, Aaron P. Simpson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453264 453264 98 G3171 1:01:12 https://www.pli.edu/programs/cybersecurity/453255?tCode=WTC5_RSS01 Cybersecurity and data protection Cyber attacks Information privacy (Cybersecurity and data protection) Taken from the Web Program Recorded November 5, 2025 in San FranciscoCybersecurity Readiness: Best Practices [01:00:25]Cyber attacks are not inevitable—but readiness and proactive governance are essential. After completing this session, participants will be able to:Achieve best practices in incident preparedness, including those most relevant to counselEvaluate GenAI risks and readiness, including governance, compliance, and threat actor considerationsUnderstand the evolving role of cybersecurity insuranceExplain effective approaches to vendor risk managementAnalyze the board’s role in overseeing cybersecurity and GenAI risksGwenn E. Cujdik, Justin Okun, Gerasimos (Gerry) J. Stellatos, Sean Zadig The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hunton, Privacy and Information Security Law Blog, Global Privacy and Cybersecurity Law Updates and AnalysisLisa J. Sotto,Aaron P. SimpsonPresentation MaterialCybersecurity Readiness: Best PracticesGwenn E. Cujdik, Justin Okun, Gerasimos (Gerry) J. Stellatos, Sean Zadig Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453255 453255 98 G3171 1:01:07 https://www.pli.edu/programs/institute-on-securities-regulation/453664?tCode=WTC5_RSS01 Shareholders (Corporate governance) Mergers and acquisitions Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 5 - 7, 2025 in New YorkLatest Developments in M&A for the Securities Professional [01:00:28]Participants will leave this program with a greater understanding of:the priorities and focus areas of the SEC's Office of Mergers & Acquisitionsusing voting agreements and written consents in stock-for-stock dealstrends in conflicts of interest disclosurestrading considerations for issuers and insiders in relation to M&A activityModerator: Melissa Sawyer Speakers: Ting Chen, Sebastian Fain, Ian Nussbaum The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sullivan & Cromwell, 2025 Proxy Season Review: Part 1, Rule 14a-8 Shareholder Proposals (August 11, 2025)Melissa SawyerPresentation MaterialLatest Developments in M&A for the Securities ProfessionalTing S. Chen, Sebastian L. Fain, Ian Nussbaum, Melissa Sawyer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453664 453664 98 G3238 1:01:10 https://www.pli.edu/programs/institute-on-securities-regulation/453646?tCode=WTC5_RSS01 Shareholders (Corporate governance) Securities litigation Shareholder litigation Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 5 - 7, 2025 in New YorkPrivate Securities Litigation [01:03:29]Participants will leave this program with a greater understanding of:Trends and themes in securities class action filings and resolutionsState vs. Federal jurisdiction battles, disclosure standards, rebutting the Basic presumption at class certification and other current topics Recent development in Delaware and shareholder derivative actionsEvent driven litigation in 2025: what to expect and how to prepareThe influence of new SEC enforcement priorities on civil litigationCFE Field of Study: Fraud CIP-CEU credit for Certified Information Professionals Moderator: Sharon L. Nelles Speakers: Salvatore J. Graziano, Mary Eaton, Meredith Karp, Mei Lin Kwan-GettThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Bernstein Litowitz Berger & Grossmann LLP, Client Alert, Macquarie Infrastructure Corp. v. Moab Partners, L.P., Supreme Court Leaves the Door Open to §10(b) Claims Based on Item 303 Omissions (April 12, 2024)Salvatore GrazianoSullivan & Cromwell, S&C Memo, Sixth Circuit Reverses Class Certification in Major Securities Fraud Case (August 20, 2025)Sharon L. NellesSecurities Enforcement and Litigation Update (July 29, 2025)Christopher M. Viapiano,Jeffrey T. Scott,Steven R. Peikin,Julia A. Malkina,Sharon L. NellesSecurities Class Action: Challenging Standing (February 12, 2025)Emily R. Grasso,Ann-Elizabeth Ostrager,Sharon L. NellesSullivan & Cromwell, S&C Memo, Supreme Court: SEC Fraud Actions for Civil Penalties Must Be Brought in Federal Court (June 28, 2024)Sharon L. NellesSullivan & Cromwell, S&C Memo, U.S. Supreme Court Rules on Liability for Item 303 Omissions in Shareholder Suits (April 12, 2024)Sharon L. NellesSimpson Thacher, Securities Law Alert, Second Circuit: Reaffirms Donoghue Holding That Short-Swing Trading Inflicts Injury Sufficient for Constitutional Standing (July 30, 2024)Jonathan K. YoungwoodSimpson Thacher, Memorandum, Supreme Court Issues Long-Awaited Regulatory Decisions (July 2, 2024)Jonathan K. YoungwoodSimpson Thacher, Securities Law Alert, Seventh Circuit: Raises the Possibility of Sanctions Against Class Counsel Seeking Mootness Fees (April 30, 2024)Jonathan K. YoungwoodSimpson Thacher, Securities Law Alert, Ninth Circuit: Writing and Disseminating Favorable Articles Is Solicitation Within the Meaning of a Securities Purchase Agreement (April 25, 2024)Jonathan K. YoungwoodPresentation Material2024 Review & Analysis - Securities Class Action SettlementsPrivate Securities LitigationMary Eaton, Salvatore Graziano, Mei Lin Kwan-Gett, Sharon L. Nelles, Jonathan K. Youngwood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453646 453646 98 G3238 1:03:29 https://www.pli.edu/programs/institute-on-securities-regulation/453640?tCode=WTC5_RSS01 Ethics and professional responsibility Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 5 - 7, 2025 in New YorkPlaying by the Rules: Ethics in the Investigation and Litigation Contexts - Hypothetical Scenarios [01:01:29]Participants will leave this program with a greater understanding of:Who is the client and who holds the privilege in multiple party representationsSuccessful strategies for protecting privilege during in-house investigations.Guidelines for contacting employees of represented companies and recognizing when it is ethically prohibitedNavigating misconduct investigations and understanding SOX reporting requirementsModerator: James Q. Walker Speakers: Sandra M. Hanna, Elizabeth Johnson, Eduardo A. Santiago-AcevedoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Issues Facing Lawyers in Government Investigations and LitigationJames Q. WalkerPresentation MaterialPlaying by the Rules: Ethics in the Investigation and Litigation Contexts - Hypothetical ScenariosSandra M. Hanna, Elizabeth M. Johnson, Eduardo A. Santiago-Acevedo, James Q. Walker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453640 453640 98 G3238 1:01:29 https://www.pli.edu/programs/institute-on-securities-regulation/453643?tCode=WTC5_RSS01 Shareholders (Corporate governance) Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 5 - 7, 2025 in New YorkSignificant Issues in Internal Investigations [01:00:30]Participants will leave this program with a greater understanding of:Starting, conducting and concluding an investigation: beyond the fundamentalsSelf-reporting considerationsRepresentation considerationsHow to manage the various constituents: the board, Senior management, auditors, shareholders, and the governmentEffective cooperation while preserving privilegeCFE Field of Study: Fraud Moderator: Arian M. JuneSpeakers: Dixie L. Johnson, Charlita Mays, Nader H. SalehiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:General Counsel’s Desk Book for Internal Investigations (September 2025)Dixie L. Johnson,Grant W. Nichols,Brandt LeibePresentation MaterialSignificant Issues in Internal InvestigationsDixie L. Johnson, Arian M. June, Charlita Mays, Nader H. Salehi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453643 453643 98 G3238 1:01:12 https://www.pli.edu/programs/institute-on-securities-regulation/453679?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 5 - 7, 2025 in New YorkCorp Fin Hot Topics: What’s on the Agenda for the Division of Corporation Finance? [01:03:53]Participants will leave this program with a greater understanding of:Division prioritiesRulemaking developments and initiativesNew and revised interpretive positionsBest practices for working with the Corp Fin staffModerators: Brian V. Breheny, Keir D. Gumbs  Speakers: Meredith B. Cross, John W. WhiteThe 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, Current Developments (September 2025)David M. Lynn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453679 453679 98 G3238 1:03:53 https://www.pli.edu/programs/institute-on-securities-regulation/453682?tCode=WTC5_RSS01 Shareholders (Corporate governance) Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Proxy statements Taken from the Web Program Recorded November 5 - 7, 2025 in New YorkProxy Season: Hot Topics [01:15:13]Participants will leave this program with a greater understanding of:Developments from the 2025 proxy season and what to expect for 2026Shareholder proposals – impact of SLB 14M, key topics and voting trendsProxy and annual meeting preparation – tips and takeaways for a smooth proxy seasonShareholder engagement considerations – impact of new SEC staff guidanceVoting trends – directors, say on pay, and moreHot topics for boardsModerator: Lillian Brown Speaker: Hagen Ganem, Tiffany King, Ryan J. Adams, Allie Rutherford The purchase price of this Web Program segment includes the following article from the Course Handbook available online:WilmerHale, SEC Staff Issues New Guidance on Shareholder Proposals and Rescinds Staff Legal Bulletin No. 14L (February 14, 2025)C. Alex Bahn,Jenna El-Fakih,Lillian Brown,Meredith B. Cross,Jonathan WolfmanPJT Partners 2025 Proxy Season Review (PowerPoint slides)Allie M. RutherfordPresentation MaterialProxy Season: Hot TopicsRyan J. Adams, Lillian Brown, Hagen J. Ganem, Tiffany King, Allie M. Rutherford Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453682 453682 98 G3238 1:15:13 https://www.pli.edu/programs/institute-on-securities-regulation/453685?tCode=WTC5_RSS01 Taken from the Web Program Recorded November 5 - 7, 2025 in New YorkKeynote Address: Bill St. Louis, Executive Vice President and Head of Enforcement, FINRA [00:27:15](Please note: credit is not offered for this segment)  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453685 453685 98 G3238 0:27:16 https://www.pli.edu/programs/institute-on-securities-regulation/453694?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 5 - 7, 2025 in New YorkFireside Chat: Eun Ah Choi, SVP, Global Head of Regulatory Operations, Nasdaq [00:33:18](Please note: credit is not offered for this segment) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453694 453694 98 G3238 0:33:18 https://www.pli.edu/programs/institute-on-securities-regulation/453673?tCode=WTC5_RSS01 Shareholders (Corporate governance) Securities litigation Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Cryptocurrencies Taken from the Web Program Recorded November 5 - 7, 2025 in New YorkThe Past and Future of Crypto Law [00:58:45]Current state of play with crypto legislationThe SEC has a new approach to crypto - what will that mean for the crypto industry?How will non crypto companies take advantage of the digital asset technologies ?What is the future of digital asset disclosures - what are digital asset firms and other players doing now with disclosures?Global digital asset developmentsCFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  Moderator: Chris BrummerSpeakers: Dave Lynn, Cory Then, Annemarie Tierney   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 Corporation Finance, Current Developments: Crypto Assets (September 2025)David M. LynnPresentation MaterialThe Past and Future of Crypto LawChris Brummer, David M. Lynn, Corey Then, Annemarie Tierney Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453673 453673 98 G3238 0:59:27 https://www.pli.edu/programs/institute-on-securities-regulation/453670?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 5 - 7, 2025 in New YorkFeatured Q&A: Hon. Hester M. Peirce, Commissioner, U.S. Securities and Exchange Commission (Remote) [00:31:29](Please note: credit is not offered for this segment) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453670 453670 98 G3238 0:31:09 https://www.pli.edu/programs/institute-on-securities-regulation/453655?tCode=WTC5_RSS01 Taken from the Web Program Recorded November 5 - 7, 2025 in New YorkQ&A with Hon. Jay Clayton, U.S. Attorney, S.D.N.Y. and Former Chair, U.S. Securities and Exchange Commission [00:34:10](Please note: credit is not offered for this segment) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453655 453655 98 G3238 0:34:10 https://www.pli.edu/programs/institute-on-securities-regulation/453649?tCode=WTC5_RSS01 Securities litigation Shareholder litigation Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 5 - 7, 2025 in New YorkThe Defense Perspective on Securities Enforcement [01:16:23]Participants will leave this program with a greater understanding of:Civil and criminal enforcement priorities and trends Key judicial and policy developments – takeaways from SEC dismissals of litigated actions and courts setting boundariesAdvocacy before the government – what to expect and how to prepareCooperation: what to expect with corporate penalties and how to achieve creditHow to manage multi-agency and cross-border investigations in the era of increasing executive powers and new DOJ prioritiesCFE Field of Study: Fraud Moderator: Anita B. Bandy Speakers: Marc P. Berger, Robert A. Cohen, Katherine R. Goldstein, Sarah L. LevineThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Benjamin Neaderland, Paul W. Connell and Swain Wood, WilmerHale, Howey vs. Risk Capital: Differences in Securities Law Tests Take on Greater Importance in a Period of Potential Growth in State-Level Securities Enforcement (September 9, 2025)Anita B. BandyMichael G. Bongiorno and Sonia Sujanani, WilmerHale, Preparing for Securities Litigation: Strategic Coordination with Crisis Response (June 11, 2025)Anita B. BandySkadden, Inside the Courts, A Quarterly Update from Skadden Securities Litigators (May 2025)Anita B. BandyPresentation MaterialThe Defense Perspective on Securities EnforcementAnita B. Bandy, Marc P. Berger, Robert A. Cohen, Katherine R. Goldstein, Sarah L. LevineTrends in SEC Enforcement & Internal Investigations Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453649 453649 98 G3238 1:16:23 https://www.pli.edu/programs/institute-on-securities-regulation/453667?tCode=WTC5_RSS01 Banking and finance Corporate finance Shareholders (Corporate governance) Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 5 - 7, 2025 in New YorkDevelopments in the Capital Markets [01:02:19]Participants will leave this program with a greater understanding of:market conditions and opportunities for companies seeking to go publiccapital raising in volatile markets, with a focus on the equity-linked marketsector trends driving market activity, with a focus on AI, security, defense tech and fintechcapital markets considerations for sponsor-backed companies top 5 gold stars and top 5 pitfalls for companies tapping the capital marketsCFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  Moderator: Sarah K. Solum Speakers: Jonie Kondracki, Edwin M. O'Connor, Greg P. Rodgers, Blair SeidemanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Trends and Updates from the 2025 Proxy Season (June 2025)Sarah K. SolumPresentation MaterialDevelopments in the Capital MarketsJonie Kondracki, Edwin M. O'Connor, Greg P. Rodgers, Blair Seideman, Sarah K. Solum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453667 453667 98 G3238 1:02:19 https://www.pli.edu/programs/institute-on-securities-regulation/453688?tCode=WTC5_RSS01 Accounting and financial reporting Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 5 - 7, 2025 in New YorkAccounting and Auditing Developments [01:02:07]Participants will leave this program with a greater understanding of:Accounting Standards UpdateDISEIncome Tax Disclosures implementationPCAOB updateSEC Comment Letter TrendsTop 5 trends with focus on non-GAAP and Segment ReportingBest practices for interacting with the SEC staff on accounting mattersCPE Field of Study: Accounting CFE Field of Study: Fraud Moderator: Lindsay McCord Speakers: Chris Hatto, Mark Kronforst, John W. White The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Current Accounting and Financial Reporting Trends and Hot TopicsLindsay McCordPCAOB Areas of FocusLindsay McCordWhat’s New at FASBLindsay McCordPresentation MaterialAccounting and Auditing DevelopmentsChris Hatto, Mark Kronforst, Lindsay McCord, John W. White Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453688 453688 98 G3238 1:02:07 https://www.pli.edu/programs/institute-on-securities-regulation/453658?tCode=WTC5_RSS01 Shareholders (Corporate governance) Ethics and professional responsibility Securities litigation Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded November 5 - 7, 2025 in New YorkEthical Issues for Public Company Counseling [00:59:27]Participants will leave this program with a greater understanding of:Managing privilege and work product in the context of shareholder disputesDetermining when you can act and whom you can adviseSuccessfully managing conflicts of interestModerator: Jennifer A. ParadiseSpeakers: Jason Halper, Maura Stanton, John K. VillaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Selected New York Rules of Professional ConductJennifer A. ParadiseCollective Scienter: An Unrecognized Danger in Legal Malpractice CasesJohn K. VillaRecent SEC Actions Against Lawyers (November 2024)John K. VillaPresentation MaterialEthical Issues for Public Company CounselingJason Halper, Jennifer A. Paradise, Maura Stanton, John K. Villa Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453658 453658 98 G3238 1:00:09 https://www.pli.edu/programs/outsourcing/453230?tCode=WTC5_RSS01 Data security Information privacy (Cybersecurity and data protection) Artificial intelligence Information technology outsourcing Taken from the Web Program Recorded November 5, 2025 in New YorkPrivacy, Data Security, and AI Regulatory Issues in Outsourcing Deals [00:59:47]This session will explore the latest developments in data privacy and security risks and best practices related to outsourcing. After completing this session, participants will have a greater understanding of:         The latest developments in data privacy, security, and AI laws, and how they may affect your agreementsSpecific considerations for new state lawsTechnical, operational, scoping and legal compliance approaches used in outsourcing and services agreementsPractical tips for resolving contentious privacy, security, and AI regulatory issues between suppliers and customersCFE Field of Study: Fraud IAPP Privacy credit for Privacy ProfessionalsCybersecurity, Privacy and Data Protection - General credit in NY  Arsen Kourinian The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Incorporating Artificial Intelligence Regulatory Requirements in ContractsArsen KourinianPresentation MaterialPrivacy, Data Security, and AI Regulatory Issues in Outsourcing DealsArsen Kourinian Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453230 453230 98 G3245 1:00:29 https://www.pli.edu/programs/outsourcing/453224?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Contract drafting and negotiation Technology Information technology outsourcing Taken from the Web Program Recorded November 5, 2025 in New YorkEthical Issues in Negotiating Sourcing Deals [01:01:17]This session will explore the critical legal ethics issues that can arise during the negotiation of sourcing deals, providing participants with knowledge and tools needed to navigate these situations effectively. Participants will leave this session with a greater understanding how to analyze select ethical issues, including:Duty of confidentialityInadvertent disclosure and metadataPuffery, candor and truthfulness in deal negotiations“No contact” rule and dealing with unrepresented personsUse of AI tools to assist in drafting and revising agreementsNegotiating agreements governed by another state’s lawsMark DavisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:District of Columbia Bar, Ethics Opinion 388: Attorneys’ Use of Generative Artificial Intelligence in Client Matters (April 2024)Mark DavisPresentation MaterialEthical Issues in Negotiating Sourcing DealsMark Davis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453224 453224 98 G3245 1:01:17 https://www.pli.edu/programs/outsourcing/453236?tCode=WTC5_RSS01 Risk allocation Contractual terms (Corporate contracts) Intellectual property licensing Contract drafting and negotiation Information technology outsourcing Taken from the Web Program Recorded November 5, 2025 in New YorkKey Legal Terms and Risk Allocation in Outsourcing Deals [01:03:03]This session will explore those provisions of an outsourcing agreement focused on addressing and allocating deal-related risks. After completing this session, participants will have a greater understanding of:Mitigating risks and liability exposure in today’s sourcing transactionsImportant considerations in drafting and negotiating indemnities, limitation of liability, and other risk management provisionsLow caps, medium caps, super caps: Emerging trends and creative solutions relating to damages capsRepresentations vs. warranties: Is there a difference?Strategies for reaching consensus on key risk management issuesDrafting tips and traps for the unwarySarvesh Mahajan The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Risk Allocation in OutsourcingSarvesh MahajanPresentation MaterialRisk Allocation in OutsourcingSarvesh Mahajan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453236 453236 98 G3245 1:03:03 https://www.pli.edu/programs/outsourcing/453227?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Contract drafting and negotiation Artificial intelligence Information technology outsourcing Taken from the Web Program Recorded November 5, 2025 in New YorkMock Negotiation of an Outsourcing Deal for an AI System [01:01:48]This session will bring together counsel from the seller and customer sides of an outsourcing deal for an AI system. The session will focus on certain outstanding issues to be negotiated. After completing this session, participants will have a greater understanding of how to negotiate:Issues arising around data use on the vendor and customer sideIP ownership of the systemObligations for ongoing compliance with lawsLaura Hillman, Philip R. Lauderdale, Judy Philips, Jim Rogers The purchase price of this Web Program segment includes the following article from the Course Handbook available online:IP Frameworks in Contracts for Emerging Technologies (August 11, 2025)Spencer Glende,Brad L. PetersonRichard M. Assmus, Paul A. Chandler, Alasdair Maher, Mayer Brown LLP, Owning Your AI: The State of the Law (September 2024)Brad L. PetersonPresentation MaterialMock Negotiation of an Outsourcing Deal for an AI SystemLaura Hillman, Philip R. Lauderdale, Judy Philips, Jim Rogers Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453227 453227 98 G3245 1:02:30 https://www.pli.edu/programs/outsourcing/453233?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Technology Information technology outsourcing Taken from the Web Program Recorded November 5, 2025 in New YorkIP Considerations in Outsourcing Deals [01:01:55]This session will review IP provisions in the agreement, provider and customer goals, etc. At the conclusion of the session, participants will have a greater understanding of the following:Key IP issues to be addressed in sourcing agreementsNavigating common areas of disagreement between providers and customersIP representations, warranties and indemnities in sourcing dealsIP traps for the unwary and how to avoid themIP considerations raised by AI usage in outsourced servicesCFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  John F. DelaneyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Intellectual Property and Licensing Issues in Complex Technology TransactionsJohn F. DelaneyPresentation MaterialIntellectual Property and Licensing Issues in ComplexJohn F. Delaney Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453233 453233 98 G3245 1:02:37 https://www.pli.edu/programs/outsourcing/453239?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Technology Information technology outsourcing Taken from the Web Program Recorded November 5, 2025 in New YorkSetting the Stage: Structure of a Deal [01:06:39]This session will review the structure of outsourcing deals today. After completing this session, participants will have a greater understanding of:Primary value drivers and risks in today’s outsourcing dealsFundamentals of the outsourcing business modelStrengths and weaknesses of common deal structuresEssential contract elements for each deal structureKey commitments for AI and transformative changeBrad L. PetersonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Today’s Win-Win Approaches for Outsourcing Contracts (August 11, 2025)Brad L. Peterson,Corina CercelaruPresentation MaterialSetting the Stage: Structure of a DealBrad L. Peterson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453239 453239 98 G3245 1:06:39 https://www.pli.edu/programs/the-role-of-private-court-appointed-neutrals-cans-a-modern-approach-to-complex-case-management/451591?tCode=WTC5_RSS01 Litigation Dispute resolution Arbitration Mediation Our esteemed speaker will explore the evolving role of private Court-Appointed Neutrals (CANs), tracing their development from traditional special masters to their modern applications in complex litigation. Attendees will gain insight into when and why courts and parties turn to CANs, the procedures governing their appointment, and how party autonomy is preserved throughout the process. This program will also examine the strategic advantages of using private CANs, including efficiency, expertise, and case management benefits, while addressing cost considerations and the allocation of expenses. Judicial perspectives, practical challenges, and emerging trends will round out this comprehensive look at a powerful tool in contemporary dispute resolution. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451591 451591 98 G5552 1:02:31 https://www.pli.edu/programs/an-insiders-perspective-on-crypto-regulation/451563?tCode=WTC5_RSS01 Banking and finance Regulation, compliance, and enforcement (Securities and other financial products) Technology Cryptocurrencies Regulation, compliance, and enforcement (Technology) This Briefing will delve into the hot topics in U.S. crypto regulation from the perspective of senior legal and compliance professionals in the crypto industry. Our panelists include industry veterans who are at the front lines of their firms’ regulatory programs, as well as former federal crypto regulators who have a unique understanding of the competing perspectives on enforcement issues facing the industry. We will discuss the many important developments from the first months of the Trump administration and offer perspectives of what’s to come as crypto takes center stage in the U.S. financial markets. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451563 451563 98 G5561 1:01:48 https://www.pli.edu/programs/commercial-real-estate-institute/453007?tCode=WTC5_RSS01 Ethics and professional responsibility Professional conduct Commercial real estate Technology Artificial intelligence Taken from the Web Program Recorded November 3 - 4, 2025 in New YorkHot Topics in Legal Ethics in Commercial Real Estate [01:02:01]This session will discuss the Rules of Professional Conduct with instruction on how they apply in the practice of commercial real estate. Upon completion, participants will be able to:Understand their obligations to be competent in the use of technology, including the use of AI toolsPrepare engagement letters that clearly define the scope of the attorney-client relationship in transactions and affirmatively bring representations to an endIdentify and address potential conflicts of interest, knowing when waivers are needed or when not allowed, and the use of advanced waiversUse of (and dangers of) transactional common interest agreementsIAPP Privacy credit for Privacy ProfessionalsChristopher M. FarellaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The 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)Christopher M. FarellaThe Association of the Bar of the City of New York, Committee on Professional Ethics, Formal Opinion 2024-1: Ethical Issues Arising from the Representation of Two or More Bidders Competing for the Same AssetChristopher M. FarellaAmerican Bar Association, Standing Committee on Ethics and Professional Responsibility, Formal Opinion 512: Generative Artificial Intelligence Tools (July 29, 2024)Christopher M. FarellaFrances M. Green, Law.com, AI in the Courtroom: Judicial Scrutiny and Evidentiary Tripwires (April 10, 2025)Christopher M. FarellaThe State Bar of California, Standing Committee on Professional Responsibility and Conduct, Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of Law, Executive SummaryChristopher M. FarellaFlorida Bar Ethics Opinion, Opinion 24-1 (January 19, 2024)Christopher M. FarellaSupreme Court of New Jersey, Notice to the Bar, Legal Practice: Preliminary Guidelines on the Use of Artificial Intelligence by New Jersey Lawyers (January 24, 2024)Christopher M. FarellaPennsylvania Bar Association, Committee on Legal Ethics and Professional Responsibility and Philadelphia Bar Association Professional Guidance Committee, Joint Formal Opinion 2024-200, Ethical Issues Regarding the Use of Artificial IntelligenceChristopher M. FarellaPresentation MaterialHot Topics in Legal Ethics in Commercial Real EstateChristopher M. FarellaHot Topics in Legal Ethics in Commercial Real Estate HandoutChristopher M. Farella Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453007 453007 98 G3220 1:02:43 https://www.pli.edu/programs/commercial-real-estate-institute/453034?tCode=WTC5_RSS01 Real estate financing Real estate transactions Commercial real estate Real estate development Real estate construction Taken from the Web Program Recorded November 3 - 4, 2025 in New YorkState of the Commercial Real Estate Market: Resiliency of the Built Environment [01:03:58]This segment will provide the framework for attendees to understand current commercial real market drivers and future projections to better advise clients on transaction, leasing, financing, and development plans. Completion of this session will enable participants to:            Follow the economic trajectory of commercial real estate, and understand where commercial real estate is currently on the road to recoveryDetermine which changes in real estate might be temporary and which might be permanent due to the pandemicAssess the concern with new construction under supply-side policiesForecast how the next few years might lookSkills credit for NY Attorneys Sandy RomeroThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cushman & Wakefield, 2025 Bright Insight, National Legal Sector Benchmark Survey ResultsSandy RomeroAbby Corbett and Adrian Ponsen, Cushman & Wakefield, Tide Is Turning: Conviction Points for Entry into U.S. Commercial Real Estate (July 29, 2025)Sandy RomeroRebecca Rockey, et al., Cushman & Wakefield, Midpoint 2025: Uncertainty Looms, U.S.Economic & CRE Outlook (June 2025)Sandy RomeroRebecca Rockey, Cushman & Wakefield, Reimagining Urban Real Estate Portfolios (2025)Sandy RomeroDespina Katsikakis, et al., Cushman & Wakefield, What Occupiers Want (2025)Sandy RomeroPresentation MaterialState of the Commercial Real Estate Market: Resiliency of the Built EnvironmentSandy Romero Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453034 453034 98 G3220 1:03:58 https://www.pli.edu/programs/commercial-real-estate-institute/453013?tCode=WTC5_RSS01 Mortgage loans Bankruptcy and restructuring Fraudulent transfers Landlord-tenant law Commercial real estate Taken from the Web Program Recorded November 3 - 4, 2025 in New YorkManaging Commercial Real Estate Loan Workouts and the Bankruptcy Process [01:01:28]This session will discuss the key areas of structuring commercial real estate transactions to address bankruptcy risk, as well as considerations in dealing with a distressed borrower. After completing this session, participants will be able to:Structure real estate transactions to reduce the risk of a borrower bankruptcyKnow whether your borrower is “bankruptcy remote”Advise clients regarding best practices in dealing with defaulting borrowers Advise clients on possible options for commercial landlords and insolvent tenants, i.e. workouts v. defaultsSkills credit for NY Attorneys CFE Field of Study: Fraud Suzzanne UhlandThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Suzzanne Uhland and Alex McKenzie, Real Estate Workouts and BankruptciesSuzzanne UhlandPresentation MaterialManaging Commercial Real Estate Loan Workouts and the Bankruptcy ProcessSuzzanne Uhland Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453013 453013 98 G3220 1:01:28 https://www.pli.edu/programs/commercial-real-estate-institute/453019?tCode=WTC5_RSS01 Risk allocation Joint ventures (Corporate law) Dispute resolution Real estate litigation Commercial real estate Taken from the Web Program Recorded November 3 - 4, 2025 in New YorkJoint Ventures and Other Structures [01:16:04]This session will guide practitioners through creating joint ventures and other vehicles for commercial real estate transactions, including negotiating and drafting the necessary agreements. After completing this session, participants will be able to:       Rethink seemingly boilerplate language and commonly used terms in light of recent case lawUnderstand how events of default occur when addressing relevant provisionsClarify ambiguous terms and definitionsAdapt document management and retention procedures to changing work conditions, e.g. data security, remote work Know the difference between “choice of law” and “forum selection” provisionsHear about recent federal and state cases impacting commercial real estate practiceSkills credit for NY Attorneys Joseph LanzkronThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John A. Kupiec, Mathew P. Salerno and Brandon Welcome, Cleary M&A and Corporate Governance Watch, Raw Deal: Seller Ordered to Pay Buyer Over Twice the Purchase Price in Post-Closing Purchase Price Adjustment Dispute (March 25, 2024)Joseph LanzkronPresentation MaterialJoint Ventures and Other StructuresJoseph Lanzkron Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453019 453019 98 G3220 1:16:46 https://www.pli.edu/programs/commercial-real-estate-institute/453028?tCode=WTC5_RSS01 Insurance coverage Legal writing, drafting, and negotiation Real estate Commercial ground leases Real estate contracts Taken from the Web Program Recorded November 3 - 4, 2025 in New YorkBuilding Commercial Leases [01:16:52]This segment will provide instruction on building a commercial lease with a focus on critical provisions. After completing this session, participants will be able to:                     Assess the current leasing marketWeigh the landlord’s and tenant’s respective negotiation goalsNegotiate primary work letter issues, including:Shifting the liability risks Fairly determining the date of substantial completion in a landlord-build leaseAddressing delays by the landlord in a tenant-build leaseWho bears which construction costs and when payments should be madeNegotiate certain tenant option provisions such as expansion and contraction optionsSkills credit for NY Attorneys Mark E. MaltzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Building Commercial Leases: Essential Negotiation Checklist (2025)Mark E. MaltzPresentation MaterialBuilding Commercial LeasesMark E. Maltz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453028 453028 98 G3220 1:16:52 https://www.pli.edu/programs/commercial-real-estate-institute/453016?tCode=WTC5_RSS01 Commercial litigation Real estate litigation Commercial real estate Real estate contracts Taken from the Web Program Recorded November 3 - 4, 2025 in New YorkReal Estate Litigation: A Toolkit for Transactional Lawyers [01:17:30]This session will discuss courts’ interpretation of key contract provisions and litigation triggers that all transactional lawyers should know. By completing this session, participants will be able to:Rethink seemingly boilerplate language and commonly used terms in light of recent case lawUnderstand how events of default occur when addressing relevant provisionsClarify ambiguous terms and definitionsAdapt document management and retention procedures to changing work conditions, e.g. data security, remote work Know the difference between “choice of law” and “forum selection” provisionsHear about recent federal and state cases impacting commercial real estate practiceSkills credit for NY Attorneys CFE Field of Study: Fraud Mitchell D. Haddad, Steven ShoreThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Real Estate Litigation Primer for the Transactional Lawyer (August 2025)Mitchell D. HaddadReal Estate Transactions—Spotting Litigation Issues (August 13, 2025)Menachem J. KastnerPresentation MaterialReal Estate Litigation: A Toolkit for Transactional LawyersMitchell D. Haddad, Steven Shore Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453016 453016 98 G3220 1:17:30 https://www.pli.edu/programs/commercial-real-estate-institute/453031?tCode=WTC5_RSS01 Mortgage loans Real estate transactions Commercial real estate Real estate zoning Real estate leasing Taken from the Web Program Recorded November 3 - 4, 2025 in New YorkMastering the Commercial Real Estate Purchase, Sale, and Closing Process [01:14:33]This segment will provide practical instruction on the purchase and sale process for commercial real estate. Upon completion, participants will be able to:                  Understand the nature of the deal and know the unique considerations of each type, e.g. ground lease v. fee simple interestEffectively draft, respond, and utilize letters of intentConduct thorough due diligence based on the specifics of the transaction and property Understand the importance of reviewing titleVerify ownership of buyer or seller entitiesEnsure selling entity has right to sellKnow the condition and permitted uses of the propertyReview leases and mortgage terms of any existing loansPrepare for and handle arising issues such as property value fluctuations, environmental concerns, or zoning changesImplement steps for a well-organized deal closingSkills credit for NY Attorneys Jonathan L. Mechanic, Cyril TouchardThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Purchases, Sales and Closing (Outline, Chart, Checklists, Case Law) (August 2025)Cyril Touchard,Jonathan L. MechanicPresentation MaterialMastering the Commercial Real Estate Purchase, Sale, and Closing ProcessJonathan L. Mechanic, Cyril Touchard Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453031 453031 98 G3220 1:15:15 https://www.pli.edu/programs/commercial-real-estate-institute/453025?tCode=WTC5_RSS01 Mortgage loans Financing Real estate transactions Commercial real estate Real estate contracts Taken from the Web Program Recorded November 3 - 4, 2025 in New YorkKey Steps in Mortgage Financing [01:15:40]This segment will provide instruction on conducting a commercial real estate financing transaction from loan application to closing and beyond. Upon completion, participants will be able to:                    Critically review or prepare the loan applicationChoose the right lender and funding structure for your clientNegotiate key deal terms in transaction documentsBalance lender security with borrower flexibility, including the appropriate form of securityManage the closing processAddress lender and borrower concerns in post-closing loan modificationsSkills credit for NY Attorneys Simon Burce, Lauren A. ScarantinoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Nanci Weissgold and Morey Barnes Yost, Alston & Bird LLP, Key Steps in Mortgage Financing Segment (September 2025)Lauren A. ScarantinoPresentation MaterialKey Steps in Mortgage FinancingSimon Burce, Lauren A. Scarantino Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453025 453025 98 G3220 1:15:40 https://www.pli.edu/programs/commercial-real-estate-institute/453022?tCode=WTC5_RSS01 Mortgage loans Insurance Insurance coverage Commercial real estate Taken from the Web Program Recorded November 3 - 4, 2025 in New YorkInsurance Due Diligence for Commercial Mortgages [01:17:19]This segment will provide an introduction to commercial mortgage insurance as well as updates on key points of borrower/property owner insurance, including current market requirements, trends and issues. Upon completion, participants will be able to:Know the types of insurance required in Commercial MortgagesReview lender requirements and insurance clausesUnderstand key policy elements:Special form versus basic/broad form coverageReplacement cost versus actual cash valueCoinsurance/agreed amountAnalyze risk assessment and underwriting considerationsDiscuss common coverage gaps and pitfallsExplore case studies of real-world examples of uncovered or underinsured lossesCompare trends, such as premium trends and parametric insuranceLearn best practices for lendersSkills credit for NY Attorneys Daniel C. Reynolds, Amy Lehman Sawransky, Phyllis S. WalshThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Continuing Education Session for Legal Professionals, Insurance Due Diligence for Commercial Mortgages (Handout) (2025)Phyllis S. Walsh,Amy Lehman SawranskyPresentation MaterialHot Topics in Legal Ethics in Commercial Real EstateDaniel C. Reynolds, Amy Lehman Sawransky, Phyllis S. Walsh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453022 453022 98 G3220 1:17:19 https://www.pli.edu/programs/commercial-real-estate-institute/453010?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Commercial real estate Regulation, compliance, and enforcement (Real estate) Taken from the Web Program Recorded November 3 - 4, 2025 in New YorkCybersecurity & Data Privacy Concerns in Commercial Real Estate Matters [01:01:05]This session will help real estate attorneys understand how technology and digital might be compromised in commercial real estate transactions and how to minimize the risk of liability associated with cyberbreaches and data leaks. After completing this session, participants will be able to:      Benchmark compliance with data privacy regulations applicable to your commercial real estate transactionsManage how information is shared with third party vendorsKnow how to properly and securely utilize and exchange personal informationReduce the risk of data breaches and improper access of sensitive informationUnderstand your ethical obligations under the Rules of Professional Conduct, e.g. confidentiality, competence, and supervision, in the context of cybersecurity and data privacy protectionCybersecurity, Privacy and Data Protection - General credit in NY CCB CEU Credit for Compliance Certification Board ProfessionalsIAPP Privacy credit for Privacy ProfessionalsCFE Field of Study: FraudKathleen A. McGeeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Federal Bureau of Investigation, Internet Crime Complaint Center, Internet Crime Report 2024, IC3 Annual ReportKathleen A. McGeePresentation MaterialCybersecurity & Data Privacy Concerns in Commercial Real Estate MattersKathleen A. McGee Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453010 453010 98 G3220 1:01:05 https://www.pli.edu/programs/knowledge-management--innovation-attorney-summit/452953?tCode=WTC5_RSS01 Technology in law practice Data use, management, and security (Technology in law practice) Generative AI Taken from the Web Program Recorded November 3, 2025 in New YorkHow Attorneys Can Effectively Evaluate and Use GenAI Output for Attorney Work-Product [01:01:54]Until now, there’s been a huge focus on training lawyers how to prompt GenAI, but limited attention on how to effectively train them on how to evaluate and use the GenAI outputs generated from these prompts to complete their work. Panelists will provide a general framework for use as a starting point to advise attorneys on how to effectively evaluate GenAI output to prepare attorney work-product. They will examine how it applies under common GenAI functions and what are the benefits, risks and limitations of using a specific GenAI function for a specific task. Philosophical discussions will also take place on how GenAI output can re-shape attorney workflows and the impact on how junior associates gain legal experience. After completing this program, participants will be able to:Prepare attorneys to use a general framework to evaluate GenAI output and adapt it to their specific use case through experimentation and testingDevelop attorney training and resource materialsDevelop testing and data analysis strategies to evaluate the completeness and accuracy of GenAI output based on specific GenAI functionsUnderstand how to use GenAI output and its limitations in preparing attorney work-productSkills credit for NY AttorneysPanel Leader: Horace WuPanelists: Andrew Boulay, Sarah Hirebet, Colin LevyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Crafting Effective Prompts: A Practical Guide to Getting Better AI OutputsColin LevyArtificial Intelligence in Legal Practice: An AI FAQ for LawyersColin LevyLegal Tech ResourcesColin LevyD.R.I.V.E. Framework—Assess Gen AI’s Additive ValueSarah HirebetPresentation MaterialTwo Years of Fake Cases and the Courts are Ratcheting Up the Sanctions Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452953 452953 98 G4752 1:01:55 https://www.pli.edu/programs/knowledge-management--innovation-attorney-summit/452955?tCode=WTC5_RSS01 Information, data, and knowledge management (Legal operations) Knowledge management (Legal operations) Technology in law practice Generative AI Taken from the Web Program Recorded November 3, 2025 in New YorkGenAI & KM Hacks to Work Smarter and Faster: FOMO or reality? [01:01:38]Do KM&I Attorneys practice what they preach when they tell attorneys that GenAI, KM and legal tech will help them to work smarter and faster? Panelists will share their most helpful GenAI & KM Hacks in “A Day in the Life” format from law firm and in-house perspectives. They will walk through real-world examples and share benefits and limitations of GenAI and KM hacks to complete their daily tasks and projects. They will also confirm if the fear of missing out (“FOMO”) by not using these tools is real and dispel the myths and realities for using GenAI on certain tasks. After completing this program, participants will be able to:Understand how KM&I Attorneys are using GenAI & other KM Hacks to work smarter and faster and what are the myths and realities of using GenAISpark ideas on how GenAI and other KM hacks can apply to attorney work while understanding its limitationsPanel Leader: Christian LangPanelists: Amy Monaghan, Lydia Petrakis, Debbie TingThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:GenAI Hacks Tip & Exercises Guide for K&I Attorneys (Updated September 12, 2025)Debbie TingSanctions Order, Johnson v. Dunn, No. 2:21-cv-1701-AMM (N.D. Ala. 2025)Debbie TingCrafting Effective Prompts: A Practical Guide to Getting Better AI OutputsColin LevyPresentation MaterialGenAI & KM Hacks to Work Smarter and Faster: FOMO or reality?Christian Lang, Amy Monaghan, Lydia B. Petrakis, Debbie Ting Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452955 452955 98 G4752 1:02:21 https://www.pli.edu/programs/knowledge-management--innovation-attorney-summit/452951?tCode=WTC5_RSS01 Legal technology Career development Professional networking (Career development) Technology in law practice Generative AI Taken from the Web Program Recorded November 3, 2025 in New YorkGenAI’s Impact on KM&I Attorney Roles and How to Future Proof Your Career [01:03:21]This popular program is back to provide career advice to KM&I attorneys other KM&I professionals and practicing attorneys who are interested in transitioning to a KM&I attorney role. Hear from experts provide general career advice and how GenAI is re-shaping KM&I attorney roles from both the KM&I attorney and hiring manager perspectives. After completing this program, participants will be able to:Explain the impact of GenAI on KM&I Attorney rolesUnderstand what hiring managers are now looking for in these rolesApply lessons learned by KM&I Attorneys on how to shape and future-proof your careerLearn how practicing attorneys can transition to KM&I rolesPanel Leader: Debbie TingPanelists: Oz Benamram, Colin Levy, Alexandra P. PropheteThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:D.R.I.V.E. Framework—Assess Gen AI’s Additive ValueSarah HirebetPresentation MaterialGenAI’s Impact on KM&I Attorney Roles and How to Future Proof Your CareerOz Benamram, Colin Levy, Alexandra P. Prophete, Debbie Ting Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452951 452951 98 G4752 1:03:22 https://www.pli.edu/programs/understanding-the-intellectual-property-license/452980?tCode=WTC5_RSS01 Taken from the Web Program Recorded November 3 - 4, 2025 in San FranciscoBankruptcy Issues in Licensing [01:00:12]After completing this session, participants will be able to: Recognize the treatment of IP and IP licenses under bankruptcy lawUnderstand the consequences of your licensor, or licensee, going bankruptStructure IP transactions to take into account bankruptcy riskApply negotiating tips to address the bankruptcy contingencyPreserve IP rights in the face of bankruptcyLillian StenfeldtThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Intellectual Property Licenses: The Impact of BankruptcyStuart M. RibackPresentation MaterialSegment PowerPoint: Bankruptcy Issues in LicensingLillian G. Stenfeldt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452980 452980 98 G3209 1:00:54 https://www.pli.edu/programs/understanding-the-intellectual-property-license/453001?tCode=WTC5_RSS01 Taken from the Web Program Recorded November 3 - 4, 2025 in San FranciscoCopyright Issues in Licensing [01:01:11]After completing this session, participants will be able to: Explain rationale for licensingRecall fundamentals of a copyright licenseUnderstand key provisions and practical considerationsExplain Creative Commons licensesDeirdre MerrillThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Understanding the Basics of Intellectual Property Licensing: Copyright Issues in LicensingDeirdre MerrillUnited States Copyright Office, Works Made for HireDeirdre MerrillUnited States Copyright Office, Copyright BasicsDeirdre MerrillDrafting for Litigation: Six Common Legal Issues That Can Complicate a Licensing RelationshipBruce R. EwingPresentation MaterialSegment PowerPoint: Copyright Issues in LicensingDeirdre Merrill Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453001 453001 98 G3209 1:01:53 https://www.pli.edu/programs/understanding-the-intellectual-property-license/452998?tCode=WTC5_RSS01 Taken from the Web Program Recorded November 3 - 4, 2025 in San FranciscoRights of Publicity and Entertainment Licensing [01:01:10]After completing this session, participants will be able to:Understand rights of publicityUnderstand celebrity licensingExplain television and movie licensingBryan ThompsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Brand Extension: Engaging Your Target Audience with Memorable StorytellingAdriana KierszenbaumPresentation MaterialSegment PowerPoint: Rights of Publicity and Entertainment LicensingBryan Thompson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452998 452998 98 G3209 1:01:52 https://www.pli.edu/programs/understanding-the-intellectual-property-license/452995?tCode=WTC5_RSS01 Taken from the Web Program Recorded November 3 - 4, 2025 in San FranciscoPatent and Technology Licensing [01:01:02]After completing this session, participants will be able to:Review standard clauses and variationsDistinguish important differences between patent and other technology licensesDefine the license scope (including fields of use and territorial limits)Negotiate compensation (royalties, milestone payments, license fees, etc.)Review representations, warranties, and indemnitiesUnderstand sub-licensing rightsUnderstand how to handle patent licensing issues in the context of joint development and software integration projects, including rights to improvementsReview rights and responsibilities for filing, prosecution, maintenance, defense and enforcement of patent rightsJoseph YangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Patent and Technology LicensingJoseph YangPresentation MaterialSegment PowerPoint: Patent and Technology LicensingJoseph Yang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452995 452995 98 G3209 1:01:44 https://www.pli.edu/programs/understanding-the-intellectual-property-license/453004?tCode=WTC5_RSS01 Taken from the Web Program Recorded November 3 - 4, 2025 in San FranciscoTrademark Issues in Licensing [01:04:47]After completing this session, participants will be able to:Explain rationale for licensingRecall fundamentals of a trademark licenseUnderstand key provisions and practical considerationsRosaleen H. ChouThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Drafting for Litigation: Six Common Legal Issues That Can Complicate a Licensing RelationshipBruce R. EwingPresentation MaterialSegment PowerPoint: Trademark Issues in LicensingRosaleen H. Chou Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453004 453004 98 G3209 1:05:29 https://www.pli.edu/programs/understanding-the-intellectual-property-license/452974?tCode=WTC5_RSS01 Taken from the Web Program Recorded November 3 - 4, 2025 in San FranciscoRegulatory and Government Issues in IP Licensing [01:02:00]After completing this session, participants will be able to: Understand licensing IP from the government: required clauses, enforcement, march-in rights, and traps for the unwaryUnderstand licensing to the government: Marking, monitoring, minimum rights, open source issues and remedies for infringementPrepare for the impact of government preferences on licensing: Domestic manufacture, offshore R&D, and open-source requirements at the state and federal levelsDavid S. BlochThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Greenberg Traurig LLP, Understanding the IP License 2025 Government Issues in IP LicensingDavid S. BlochPresentation MaterialSegment PowerPoint: Regulatory and Government Issues in IP LicensingDavid S. Bloch Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452974 452974 98 G3209 1:02:42 https://www.pli.edu/programs/understanding-the-intellectual-property-license/452971?tCode=WTC5_RSS01 Taken from the Web Program Recorded November 3 - 4, 2025 in San FranciscoMock Negotiation of a License Agreement [01:00:56]After completing this session, participants will be able to:Putting it all together; Participate in a simulated negotiation of a license agreementLearn drafting techniques and suggestions for specific clausesRelay an explanation of the “real world” relevance of license provisionsApply pointers on negotiation techniques to develop compromisesIdentify typical business termsSkills credit for NY AttorneysDuo Chen, Naomi Obinata The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Patent and Technology LicensingJoseph YangSoftware License AgreementJoseph Yang,Duo Chen,Naomi ObinataPresentation MaterialHandout: Mock Negotiation of a License AgreementNaomi Obinata Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452971 452971 98 G3209 1:01:38 https://www.pli.edu/programs/understanding-the-intellectual-property-license/452986?tCode=WTC5_RSS01 Taken from the Web Program Recorded November 3 - 4, 2025 in San FranciscoInternational Considerations in Licensing [01:01:31]After completing this session, participants will be able to: Know how to approach the cross-border licensing of IPAddress issues that specifically impact licenses with foreign entitiesApply drafting considerations related to protection and enforcement of rightsAnne S. JordanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Avoiding the Pitfalls in International LicensingAnne S. JordanPresentation MaterialSegment PowerPoint: International Considerations in LicensingAnne S. Jordan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452986 452986 98 G3209 1:02:13 https://www.pli.edu/programs/understanding-the-intellectual-property-license/452992?tCode=WTC5_RSS01 Taken from the Web Program Recorded November 3 - 4, 2025 in San FranciscoSoftware Issues in Licensing [01:00:36]After completing this session, participants will be able to: Distinguish source code versus object code licensesReview representations, warranties, indemnities and audit rightsUnderstand key open-source licensing concepts and termsApply license and open-source compliance strategiesKen KumayamaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ken D. Kumayama and Pramode Chiruvolu, Reuters, Commentary, Litigation, Legal Primer on Open GenAI ModelsKen D. KumayamaKen D. Kumayama, Pramode Chiruvolu and Daniel Weiss, Reuters, Commentary, Litigation, AI Agents: Greater Capabilities and Enhanced RisksKen D. KumayamaSoftware License AgreementJoseph Yang,Duo Chen,Naomi ObinataPresentation MaterialSegment PowerPoint: Software Issues in LicensingKen D. Kumayama Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452992 452992 98 G3209 1:01:18 https://www.pli.edu/programs/understanding-the-intellectual-property-license/452989?tCode=WTC5_RSS01 Taken from the Web Program Recorded November 3 - 4, 2025 in San FranciscoEthical Issues in Licensing [01:01:25]After completing this session, participants will be able to:Understand the legal ethics obligations regarding candor and deceitReview the legal ethics obligations regarding communicating with an adverse partyDiscuss the legal ethics obligations regarding out-of-state practice and the unauthorized practice of lawRecall the legal ethics obligations regarding competence to handle negotiationAddress the legal ethics obligations regarding application of rules in actual casesCassidy E. ChiversThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Basic Ethics for the Negotiating LawyerDavid M. RabinowitzPresentation MaterialSegment PowerPoint: Ethical Issues in LicensingCassidy E. Chivers Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452989 452989 98 G3209 1:02:07 https://www.pli.edu/programs/understanding-the-intellectual-property-license/452983?tCode=WTC5_RSS01 Taken from the Web Program Recorded November 3 - 4, 2025 in San FranciscoLicense Drafting for Litigation [00:59:50]After completing this session, participants will be able to:Recall practical takeaways after hearing from a litigator about what happens when the agreement has to be enforcedDraft boilerplate language for litigatorsUnderstand a litigator's perspective on negotiating several common license provisionsSkills credit for NY Attorneys Joseph YangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Drafting for Litigation: Six Common Legal Issues That Can Complicate a Licensing RelationshipBruce R. EwingLessons for Licensing Attorneys from Tech/IP License Agreements Going to LitigationJoseph YangPresentation MaterialSegment PowerPoint: License Drafting for LitigationJoseph Yang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452983 452983 98 G3209 1:00:32 https://www.pli.edu/programs/understanding-the-intellectual-property-license/452977?tCode=WTC5_RSS01 Taken from the Web Program Recorded November 3 - 4, 2025 in San FranciscoAntitrust Issues in Licensing [01:02:15]After completing this session, participants will be able to:Apply the applicable antitrust standard: Per se violations versus rule of reasonDistinguish between horizontal and vertical licensesSpot particular restrictions in IP licensesRecognize differences between the application of U.S. and EU antitrust law to IP licensesMichael J. LawrenceThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Antitrust Guidelines for the Licensing of Intellectual Property, Issued by the U.S. Department of Justice and the Federal Trade Commission (January 17, 2017)Sasha Rosenthal-LarreaPresentation MaterialSegment PowerPoint: Antitrust Issues in LicensingMichael J. Lawrence Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452977 452977 98 G3209 1:02:57 https://www.pli.edu/programs/authorization-and-documentation-for-corporate-and-alternative-entity-transactions/451369?tCode=WTC5_RSS01 Corporate law Corporate governance Mergers and acquisitions Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) This program provides an overview of the legal and procedural requirements for authorizing and documenting corporate and alternative entity transactions involving Delaware entities. Participants will learn best practices for drafting authorizing resolutions and for authorizing and recording key actions, such as mergers, asset sales, stock issuances and amendments to governing documents. The program will cover the approval process and related filings, if any, required to be made with the State of Delaware for both corporations and alternative entities.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451369 451369 98 G5558 1:03:20 https://www.pli.edu/programs/ptab-discretionary-denial-motions-what-works-what-doesnt-and-strategic-considerations/451257?tCode=WTC5_RSS01 Antitrust Intellectual property Patents International law Patent litigation Since February of this year, the PTAB has discretionarily denied IPR petitions with increasing frequency, granting more than 60% of such motions. These decisions have generated new strategic considerations and an evolving set of factors that petitioners and patent owners must carefully assess, not only in IPR and PGR proceedings, but also in related district court and ITC litigations.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451257 451257 98 G5574 1:01:27 https://www.pli.edu/programs/class-action-litigation/452899?tCode=WTC5_RSS01 Class actions Commercial litigation Discovery Practice skills (Litigation) Securities litigation Taken from the Web Program Recorded October 31, 2025 in New YorkBest Practices in Litigation and Discovery [01:31:16]This panel will discuss best practices in class action strategy and discovery, including how to effectively manage class action cases and sort through the complex discovery issues that often arise in the class action setting. After attending this panel, participants will be able to:Understand how litigation strategies have evolved based on recent Supreme Court and appellate class action rulings.Build off “lessons learned” by lawyers prosecuting and defending major class actions over the last few years.Assess considerations of discovery proportionality of in class action cases, including how litigants and Courts approach the issue of proportionalityNegotiate discovery protocols, including ESI, expert stipulations, privilege protocols and protective orders.Develop strategies for discovery from cell phones, social media, and other nontraditional sources.Better work with opposing counsel, third parties, and experts regarding the collection and analysis of transactional and other data.Evaluate the interplay between discovery and engaging in the efficient and productive settlement and mediation of class action cases.Alexander E. Barnett, Rebecca Chang, Melissa A. Chuderewicz, Adam C. HemlockThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Trump v. CASA, Inc., 606 U.S., 145 S.Ct. 2540 (2025)Alexander E. BarnettStipulated Protective Order, In Re: Passenger Vehicle Replacement Tires Antitrust Litigation, No. 5:24-md-3107-SL (N.D. Ohio 2024)Adam C. HemlockPretrial Order No. 95 (ESI Protocol), In Re: Generic Pharmaceuticals Pricing Antitrust Litigation, MDL No. 2724, 16-MD-2724 (E.D. Pa. 2019)Adam C. HemlockPretrial Order No. 7 (Protective Order), In Re: Generic Digoxin and Doxycycline Antitrust Litigation, MDL No. 2724, 16-MD-2724 (E.D. Pa. 2017)Adam C. HemlockStipulation and [Proposed] Order on Electronically Stored Information and Documents, Dhamala v. Elsevier B.V., No. 1:24-cv-06409-HG (E.D.N.Y. 2025)Adam C. Hemlock[Proposed] Joint Stipulated Protective Order, Dhamala v. Elsevier B.V., No. 1:24-cv-06409-HG (E.D.N.Y. 2025)Adam C. Hemlock Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452899 452899 98 G3091 1:31:16 https://www.pli.edu/programs/class-action-litigation/452896?tCode=WTC5_RSS01 Class actions Commercial litigation Practice skills (Litigation) Securities litigation Taken from the Web Program Recorded October 31, 2025 in New YorkClass Action Certification [01:30:01]This interactive panel will demonstrate effective opening and closing arguments to obtain class action certification. After completing this session, participants will be able to:Formulate strategies to argue class certification requirements, including numerosity, predominance, and ascertainability strategiesPresent complex expert evidenceAssess the intersection of class action and merits issues at the certification stageHon. Laurel Beeler, Stacey Anne Mahoney, Julia R. McGrathThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Noohi v. Johnson & Johnson Consumer, Inc., No. 2:20-cv-03575-TJH-JEM (C.D. Cal. 2022)Sharon RobertsonPlaintiff’s Reply Brief in Support of Plaintiffs’ Motion for Class Certification Pursuant to Fed. R. Civ. P. 23(B)(2) and (B)(3) and to Be Appointed Class Counsel, Noohi v. Johnson & Johnson Consumer, Inc., No. 2:20-cv-03575-TJH-JEM (C.D. Cal. 2022)Sharon RobertsonDefendant Johnson & Johnson Consumer Inc.’s Opposition to Plaintiff’s Motion for Class Certification, Noohi v. Johnson & Johnson Consumer, Inc., No. 2:20-cv-03575-TJH-JEM (C.D. Cal. 2022)Sharon RobertsonExpert Report of Leslie Baumann, M.D., Opinions and Basis for Opinions, Noohi v. Johnson & Johnson Consumer, Inc., No. 2:20-cv-03575-TJH-SSC (C.D. Cal. 2022)Sharon RobertsonExpert Report of Sarah Parker, Ph.D., In the Matter of Noohi v. Johnson & Johnson Consumer, Inc., No. 2:20-cv-03575-TJH-SSC (C.D. Cal. 2022)Sharon RobertsonRebuttal Expert Report of David Reibstein, Ph.D., Noohi v. Johnson & Johnson Consumer, Inc., No. 2:20-cv-03575-TJH-SSC (C.D. Cal. 2022)Sharon RobertsonExpert Rebuttal Report of Melissa Pittaoulis, Ph.D., Noohi v. Johnson & Johnson Consumer, Inc., No. 2:20-cv-03575-TJH-SSC (C.D. Cal. 2022)Sharon RobertsonStipulated Protocol for Discovery of Electronically Stored Information (“ESI”), In Re: Passenger Vehicle Replacement Tires Antitrust Litigation, No. 5:24-md-03107-SL (N.D. Ohio 2024)Adam C. Hemlock Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452896 452896 98 G3091 1:30:43 https://www.pli.edu/programs/class-action-litigation/452893?tCode=WTC5_RSS01 Class actions Commercial litigation Securities litigation Taken from the Web Program Recorded October 31, 2025 in New YorkRecent Developments in Class Action Litigation [01:33:25]This panel will cover recent developments in procedural and substantive issues in class action cases. After completing this session, participants will be able to:Understand Supreme Court developmentsComply with legislative and rules amendment developmentsRecognize emerging and hot class certification issuesAssess choice of forum considerations and subject matter jurisdiction in federal courtUnderstand the latest developments in class actions and arbitrationRecognize government and nonprofit class action issuesUnderstand personal jurisdiction requirements for class action certificationAdam S. ZimmermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Major Class Action Developments (January 10, 2025)Adam S. ZimmermanPresentation MaterialRecent Developments in Class Action Litigation PowerPointAdam S. Zimmerman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452893 452893 98 G3091 1:33:25 https://www.pli.edu/programs/class-action-litigation/452902?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Taken from the Web Program Recorded October 31, 2025 in New YorkEthical Issues in Class Action Litigation [01:21:12]This panel will cover the ethical considerations often present in class action cases. After attending this panel, participants will be able to:Comply with the ethical issues related to the solicitation of class membersIdentify who plaintiffs’ counsel represents for purposes of the no-contact rule.Manage ethical considerations regarding the use of informal discovery tools, including investigators, social media and the internet.Prioritize ethical issues related to funding of expenses.Avoid conflicts of interest in class representation.Understand ethical issues relating to cooperation agreements among litigants – defense and plaintiffs’ sides.Recognize ethical obligations when conducting settlement negotiations.David G. Keyko The purchase price of this Web Program segment includes the following article from the Course Handbook available online:David G. Keyko and Andrew J. Kim, Class Action Ethics Issues (December 2024)David G. KeykoPresentation MaterialDavid Keyko and Andrew Kim, Class Action Ethics IssuesDavid G. KeykoEthical Issues in Class Action Litigation PowerPointDavid G. Keyko Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452902 452902 98 G3091 1:21:12 https://www.pli.edu/programs/advocating-for-veterans/452796?tCode=WTC5_RSS01 Health care Veterans' health Litigation Veterans (Public interest law and pro bono) Combat related disability Taken from the Web Program Recorded October 30, 2025 in San FranciscoMilitary Discharge Upgrade and Review II [01:02:36]Many veterans are discharged from the military for reasons that are unjust or inaccurate, and assistance is needed to remove stigmatizing information from their discharge documents. This session covers everything you need to know about putting together a winning discharge upgrade application – from obtaining and evaluating evidence to developing persuasive arguments to best practices when filing. After completing this session, participants will have a foundation in:Obtaining and evaluating military records and other evidence; developing the caseChanging the reason for dischargeCrafting persuasive argumentsGeneral practice pointersSkills credit for NY Attorneys Margaret KuzmaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Secretary of Defense, Memorandum for Senior Pentagon Leadership, Commanders of the Combatant Commands, Defense Agency and DOD Field Activity Directors (Hegseth Memo), Re: Implementing Policy on Prioritizing Military Excellence and Readiness (May 8, 2025)Margaret KuzmaDepartment of Defense Headquarters, United States Military Entrance Processing Command, Gender Dysphoria Processing, J-3, Operations Directorate, USMEPCOM Manual (May 15, 2025)Margaret KuzmaOffice of the Under Secretary of Defense, Memorandum for Secretaries of the Military Departments (Selnick Memo), Re: Correction of Military Records for Service Members Involuntarily Separated for Refusal to Comply with Coronavirus Disease 2019 Vaccination Requirements (February 7, 2025)Margaret KuzmaSecretary of Defense, Memorandum for Senior Pentagon Leadership, Commanders of the Combatant Commands, Defense Agency and DOD Field Activity Directors (Hegseth Memo), Re: Providing Supplemental Remedies for Service Members and Veterans Negatively Impacted by the Department of Defense Defunct Coronavirus Disease 2019 Vaccination Mandate (April 23, 2025)Margaret KuzmaOffice of the Under Secretary of Defense, Memorandum for Secretaries of the Military Departments (Hurst Memo), Re: Supplemental Guidance to the Military Department Discharge Review Boards and Boards for Correction of Military/ Naval Records Considering Requests from Service Members Adversely Impacted by Coronavirus Disease 2019 Vaccination Requirements (May 7, 2025)Margaret KuzmaOffice of the Under Secretary of Defense, Memorandum for All Department of Defense Civilian Employees (Selnick Memo), Re: Department of Defense Implementation of Executive Order 14168, "Defending Women from Gender Ideology Extremism and Restoring Biological Truth to the Federal Government" (January 31, 2025)Margaret KuzmaDepartment of the Air Force, Memorandum for SAF/MRB, AF/A1, AF/JA, AF/S1, AF/RE (DeFilippi Memo), Re: Updated Guidance to Air Force Manpower and Personnel Policy–DD Form 214 Name Change (April 13, 2025)Margaret KuzmaUnder Secretary of Defense, Memorandum for Secretaries of the Military Departments (Vazirani Memo), Re: Clarifying Guidance to Boards for Correction of Military/Naval Records Considering Cases Involving Both Liberal Consideration Discharge Relief Requests and Fitness Determinations (April 4, 2024)Margaret KuzmaSecretary of Defense, Memorandum for the Secretaries of the Military Departments (Hegseth Memo), Re: Combat Arms Standards (March 30, 2025)Margaret KuzmaOffice of the Under Secretary of Defense, Memorandum for Senior Pentagon Leadership, Commanders of the Combatant Commands, Defense Agency and DOD Field Activity Directors (Selnick Memo), Re: Additional Guidance on Prioritizing Military Excellence and Readiness (February 26, 2025)Margaret KuzmaDepartment of the Air Force, Air Force Discharge Review Board Summary Template (2018)Margaret KuzmaBoard for Correction of Naval Records Summary Sheet Template (2018)Margaret KuzmaPrincipal Deputy Under Secretary of Defense, Memorandum for Secretaries of the Military Departments (Carson Memo), Re: Consideration of Discharge Upgrade Requests Pursuant to Supplemental Guidance to Military Boards for Correction of Military/Naval Records (BCMRs/BCNR) by Veterans Claiming Post Traumatic Stress Disorder (PTSD) or Traumatic Brain Injury (TBI) (February 24, 2016)Margaret KuzmaMargaret Kuzma, et al., Ch. 2: Law of Discharge Upgrades, in Military Discharge Upgrade Legal Practice Manual 45, 127 (August 2021)Margaret KuzmaUnder Secretary of Defense, Memorandum for Secretaries of the Military Departments (DADT Repeal Memo, Stanley Memo), Re: Correction of Military Records Following Repeal of Section 654 of Title 10, United States Code (September 20, 2011)Margaret KuzmaUnites States Government Accountability Office, Report to Congressional Committees, Miliary to Civilian Transition: Actions Needed to Ensure Effective Mental Health Screening at Separation, GAO-25-107205 (June 2025)Margaret KuzmaSecretary of Defense, Memorandum for Secretaries of the Military Departments (Hagel Memo), Re: Supplemental Guidance to Military Boards for Correction of Military/Naval Records Considering Discharge Upgrade Requests by Veterans Claiming Post Traumatic Stress Disorder (September 3, 2014)Margaret KuzmaOffice of the Under Secretary of Defense, Memorandum for Secretaries of the Military Departments (Kurta Memo), Re: Clarifying Guidance to Military Discharge Review Boards and Boards for Correction of Military/Naval Records Considering Requests by Veterans for Modification of their Discharge Due to Mental Health Conditions, Sexual Assault, or Sexual Harassment (August 25, 2017)Margaret KuzmaUnder Secretary of Defense, Memorandum for Secretaries of the Military Departments (Penrod Memo), Re: Administrative Name Changes on DD Form 214 (August 2, 2021)Margaret KuzmaConnecticut Veterans Legal Center, Sample Naval Discharge Review Board DD Form 293 PTSD Based Cover LetterMargaret Kuzma,Alden PinkhamVeterans Legal Clinic at the Legal Services Center of Harvard Law School, Veterans Legal Services and OUTVETS, Turned Away: How VA Unlawfully Denies Health Care to Veterans with Bad Paper Discharges (2020)Margaret KuzmaPresentation MaterialMilitary Discharge Upgrade and Review II (PowerPoint Slides)Margaret Kuzma Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452796 452796 98 G3048 1:02:36 https://www.pli.edu/programs/advocating-for-veterans/452793?tCode=WTC5_RSS01 Health care Veterans' health Litigation Veterans (Public interest law and pro bono) Professional development Taken from the Web Program Recorded October 30, 2025 in San FranciscoCombat to Community: Veteran Cultural Competency and Working with Pro Bono Clients [01:01:27]In order to assist you in developing a positive and sensitive relationship with your clients, we will discuss military culture and the challenges that veterans face in transitioning from combat back into their communities. We will also provide tips for interviewing veteran clients and building rapport and trust. After completing this session, participants will be able to:Effectively work with veterans transitioning from combat to the communityRecognize challenges veterans faceUnderstand services and supports for veteransImplement trauma informed legal interviewing and client-centered approachesSkills credit for NY Attorneys Deepa Arora, Victor InzunzaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Providing Empowering and Trauma-informed Pro Bono Legal Services—Resource ListDeepa Arora,Victor InzunzaPresentation MaterialCombat to Community: Veteran Cultural Competency and Working with Pro Bono Clients (PowerPoint Slides)Deepa Arora, Victor Inzunza Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452793 452793 98 G3048 1:01:27 https://www.pli.edu/programs/advocating-for-veterans/452787?tCode=WTC5_RSS01 Health care Veterans' health Litigation Veterans (Public interest law and pro bono) Combat related disability Taken from the Web Program Recorded October 30, 2025 in San FranciscoVA Service-Connected Disability Compensation, Wartime Pension, and Survivors Benefits [00:59:08]In this hour, we will discuss the three elements of VA Service-Connection. We will also cover claims for Special Monthly Compensation available to veterans with certain severely disabling service-connected injuries. Next, we will cover the monetary benefits available to low-income, wartime, and elderly veterans. We will end the hour with information on benefits for surviving family members. After completing this session, participants will be able to:Understand Service-Connected disability compensationExplain Special Monthly CompensationDescribe Dependency and Indemnity Compensation (DIC)Compare VA Pension, Special Monthly Pension, and Death PensionNina Capurso, Megan O’LearyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Swords to Plowshares, Compensation and Pension Examinations (2012)Nina Capurso,Megan O’LearyU.S. Department of Veterans Affairs, Veterans Benefits Administration, Dependency and Indemnity Compensation Fact Sheet (May 2022)Nina Capurso,Megan O’LearyU.S. Department of Veterans Affairs, What Veterans and their Families Should Know When Applying for Department of Veterans Affairs (VA) Pensions Benefits Fact SheetNina Capurso,Megan O’LearySchedule of Ratings—Mental Disorders, 38 CFR § 4.130 (August 7, 2025)Nina Capurso,Megan O’LearyU.S. Department of Veterans Affairs, Intent to File a Claim for Compensation and/or Pension, or Survivors Pension and/or DIC Application, VA Form 21-0966 (February 2023)Nina Capurso,Megan O’LearyU.S. Department of Veterans Affairs, Notice to Veteran/Service Member of Evidence Necessary to Substantiate a Claim for Veterans Disability Compensation and Related Compensation Benefits Application, VA Form 21-526EZ (November 2022)Nina Capurso,Megan O’LearyPresentation MaterialVA Service-Connected Disability Compensation, Wartime Pension, and Survivors Benefits (PowerPoint Slides)Nina Capurso, Megan O'Leary Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452787 452787 98 G3048 0:59:50 https://www.pli.edu/programs/advocating-for-veterans/452799?tCode=WTC5_RSS01 Health care Veterans' health Litigation Veterans (Public interest law and pro bono) Combat related disability Taken from the Web Program Recorded October 30, 2025 in San FranciscoMilitary Discharge Upgrade and Review I [01:00:22]A less than fully Honorable discharge has many consequences: it disqualifies the veteran from many VA benefits; it can impact a veteran’s employment opportunities; and it may cause feelings of shame, inadequacy, and anger. We will explain how you can help a veteran upgrade his or her discharge by applying to the Discharge Review Boards and Boards for Correction of Military Records. After completing this session, participants will be able to:Interpret the Uniform Code of Military Justice (UCMJ) and Character of Military ServiceRecognize post-military service problems for those with less than fully honorable dischargesReview and understand Military Discharge Review Boards and Boards for Correction of Military/Naval RecordsExplain and advocate for reasons for upgrade: equity or propriety; correcting errors or injustices; clemencyAlden Pinkham, Maureen SiedorThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Swords to Plowshares, Veterans and Bad Paper: The FactsMaureen SiedorCancelmo, C., Brown, D., Pinkham, A., & Weir, A. (2025). Black Veterans’ Insight on Racial Disparities in Military Administrative Separations. Journal of Veterans Studies, 11(1), pp. 1–15. DOI: https://doi.org/10.21061/jvs.v11i1.614Alden PinkhamVeterans Inclusion Project and Connecticut Veterans Legal Center, Discretionary Injustice: How Racial Disparities in the Military’s Administrative Separation System Harm Black Veterans (November 2022)Alden PinkhamUnited States Government Accountability Office, Report to Congressional Committees, Military Discharge: Actions Needed to Help Ensure Consistent and Timely Upgrade Decisions, GAO-25-107354 (July 2025)Alden Pinkham,Maureen SiedorDischarge Upgrade ResourcesAlden Pinkham,Maureen SiedorProtect Our Defenders, Racial Disparities in Military Justice: Findings of Substantial and Persistent Racial Disparities Within the United States Military Justice System (May 5, 2017)Alden Pinkham,Maureen SiedorSwords to Plowshares, Upgrading Your Military Discharge and Changing the Reason for Your Discharge (2012)Maureen SiedorPresentation MaterialMilitary Discharge Upgrade and Review I (PowerPoint Slides)Alden Pinkham, Maureen Siedor Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452799 452799 98 G3048 1:01:04 https://www.pli.edu/programs/advocating-for-veterans/452790?tCode=WTC5_RSS01 Health care Veterans' health Litigation Veterans (Public interest law and pro bono) Combat related disability Taken from the Web Program Recorded October 30, 2025 in San FranciscoIntroduction to Benefits for Veterans with Disabilities [01:02:38]To introduce the topic, we will define the term “veteran”, provide an overview of the benefits that veterans can receive from the VA, and discuss the VA attorney accreditation process for those interested in practicing in this field. We will discuss basic veteran eligibility, including the new regulations regarding those discharged with less-than-honorable discharges. After completing this session, participants will be able to:Represent a veteran before the VAApply an overview of VA BenefitsDefine basic eligibility for VA BenefitsInterpret VA Character of Discharge DeterminationsOlivia Cole, Amy RoseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Veterans Affairs, Veterans Benefits Administration, Annual Benefits Report: Fiscal Year 2024 (2024)Olivia Cole Stanwyck,Amy RoseSwords to Plowshares, Back-to-Back and Conditional Discharges (2012)Olivia Cole Stanwyck,Amy RoseNational Veterans Legal Services Program, Swords to Plowshares and Minority Veterans of America, Comparison: Old vs. New Rule 38 C.F.R. § 3.12 (October 2024)Olivia Cole Stanwyck,Amy RoseU.S. Department of Veteran Affairs, 38 CFR Part 3, RIN 2900–AQ95, Update and Clarify Regulatory Bars to Benefits Based on Character of Discharge, 89 Fed. Reg. 32361, No. 82 (April 26, 2024)Olivia Cole Stanwyck,Amy RoseU.S. Department of Veteran Affairs, VA Accreditation Program, How to Apply for VA Accreditation as an Attorney or Claims Agent (VA Accreditation FAQs)Olivia Cole Stanwyck,Amy RoseU.S. Department of Veteran Affairs, Veterans Health Administration, Eligibility Determination, VHA Directive 1601A.02(6), Transmittal Sheet (Amended on March 6, 2024)Olivia Cole Stanwyck,Amy RosePresentation MaterialIntroduction to Benefits for Veterans with Disabilities (PowerPoint Slides)Amy Rose, Olivia Cole Stanwyck Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452790 452790 98 G3048 1:03:20 https://www.pli.edu/programs/advocating-for-veterans/452784?tCode=WTC5_RSS01 Health care Veterans' health Litigation Veterans (Public interest law and pro bono) Combat related disability Taken from the Web Program Recorded October 30, 2025 in San FranciscoService Connection Claims for PTSD, MST, and TBI, and VA Claims Procedure [01:01:18]During this hour, we will discuss some rules specific to Service Connection claims for PTSD, Military Sexual Trauma (MST) and Traumatic Brain Injury (TBI). We end the program by reviewing VA Claims Procedure, starting with assessing a client’s claim, requesting and reviewing their records, and navigating the claims processes from initial application to appeal. After completing this session, participants will be able to:Prepare successful PTSD, MST, and TBI Service-Connection claimsEvaluate and develop the claimImplement VA Claims ProcedureUnderstand Right to Appeal & HearingsSkills credit for NY Attorneys Deepa Arora, Karen KadishThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Veterans Affairs, Office of Inspector General, Office of Audits and Evaluations, Veterans Benefits Administration, Implementation of a Military Sexual Trauma Operations Center Resulted in Minimal Change Despite Planned Intent to Improve Claims-Processing Accuracy, Review 24-01429-145 (July 30, 2025)Deepa Arora,Karen KadishU.S. Department of Veterans Affairs, Office of Inspector General, Office of Audits and Evaluations, Veterans Benefits Administration, Improvements Still Needed in Processing Military Sexual Trauma Claims, Report #20-00041-163 (August 5, 2021)Deepa Arora,Karen KadishAMA Decision Review Selection FlowchartDeepa Arora,Karen KadishU.S. Department of Veterans Affairs, VA Appeals ModernizationDeepa Arora,Karen KadishU.S. Department of Veterans Affairs, Office of Inspector General, Office of Audits and Evaluations, Veterans Benefits Administration, Denied Posttraumatic Stress Disorder Claims Related to Military Sexual Trauma, Report #17-05248-241 (August 21, 2018)Deepa Arora,Karen KadishU.S. Department of Veterans Affairs, Mental Illness Research, Education and Clinical Center, Quick Guide—Patient/Family: Traumatic Brain InjuryDeepa Arora,Karen KadishSwords to Plowshares, Post-Traumatic Stress Disorder: Statements from Friends and Family Members (2012)Deepa Arora,Karen KadishSwords to Plowshares, Guidelines for a PTSD Mental Health Evaluation (2012)Deepa Arora,Karen KadishU.S. Department of Veterans Affairs, PTSD: National Center for PTSD, Traumatic Brain Injury and PTSDDeepa Arora,Karen KadishNational Institute of Mental Health, Traumatic Events and Post-Traumatic Stress Disorder (PTSD) (December 2024)Deepa Arora,Karen KadishNational Center for PTSD, Understanding PTSD and PTSD Treatment (August 2023)Deepa Arora,Karen KadishSwords to Plowshares, Writing Your PTSD Stressor Statement (2012)Deepa Arora,Karen KadishPresentation MaterialService Connection Claims for PTSD, MST, and TBI, and VA Claims Procedure (PowerPoint Slides)Deepa Arora, Karen Kadish Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452784 452784 98 G3048 1:02:00 https://www.pli.edu/programs/legal-operations/453082?tCode=WTC5_RSS01 Legal operations Contract management (Legal technology) Technology Artificial intelligence Generative AI Taken from the Web Program Recorded October 30, 2025 in New YorkThinking Outside the AI Box – Process Optimizations With or Without GenAI [01:02:40]There’s no denying that AI is hot right now, but when it comes to improving process a broad range of tools are available, and Gen AI is not always the best option. This panel explores a range of options for simplifying intake, workflow processes, approvals, and knowledge management. Learn how to optimize processes based on your department’s needs and resources. Participants will:Discover process improvements that reduce friction and ministerial work through practical examplesLearn to evaluate when GenAI adds value—and when it doesn’tGain strategies for balancing speed, oversight, and business needsPanel Leader: An TrotterPanelists: Jamal Brown, Michael Ferdinand, Stacy LettieThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:ContractPodAi, A Practical Guide to GenAI Solutions for Legal TeamsMeredith GordonThomson Reuters Institute, 2025 Generative AI in Professional Services Report: Ready for the Next Step of Strategic ApplicationsMeredith GordonThomson Reuters, Generative AI for In-House Lawyers: Delivering Maximum Impact in Small Law Departments, available at: https://legal.thomsonreuters.com/en/insights/white-papers/ generative-ai-for-in-house-lawyersMeredith GordonRunning Legal Like a Business, Ch. 7, Metrics, Ops in a Box, available at: https://opsinaboxlegal.com/blogs/the-ops-spot/running-legal-like-a-business-ch-7-metricsAn TrotterPresentation MaterialThinking Outside the AI Box – Process Optimizations With or Without GenAIJamal Brown, Michael Ferdinand, Stacy Lettie, An Trotter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453082 453082 98 G3976 1:02:40 https://www.pli.edu/programs/legal-operations/453071?tCode=WTC5_RSS01 Legal operations Contract management (Legal technology) Technology Artificial intelligence Generative AI Taken from the Web Program Recorded October 30, 2025 in New YorkCreating a Metrics Program – Leveraging Data and Operations to Add Value [01:00:36]Legal departments and firms have valuable business data at their fingertips and can demonstrate their impact through operational metrics. This panel explores how to capture and analyze the commercial, risk, compliance and organizational data embedded in our workstreams, contracts, and technologies. Attendees will learn how to design a metrics program that translates legal work into insights business leaders can use. Participants will:Learn to identify key data points in both contracts and legal team workflowsGain skills in extracting, structuring, and analyzing dataDiscover how to design dashboards and KPIs that show legal’s business valueUnderstand how to use data storytelling to influence decision-makingPanel Leader: Yesenia Santiago EgnerPanelists: Tayo Kinnane, Melissa Muscat, Alma Rosa MontanezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:ContractPodAi, A Practical Guide to GenAI Solutions for Legal TeamsMeredith GordonThomson Reuters Institute, 2025 Generative AI in Professional Services Report: Ready for the Next Step of Strategic ApplicationsMeredith GordonRunning Legal Like a Business, Ch. 7, Metrics, Ops in a Box, available at: https://opsinaboxlegal.com/blogs/the-ops-spot/running-legal-like-a-business-ch-7-metricsAn TrotterPresentation MaterialCreating a Metrics Program – Leveraging Data and Operations to Add ValueTayo Kinnane, Alma Rosa Montanez, Melissa Muscat, Yesenia Santiago Egner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453071 453071 98 G3976 1:00:36 https://www.pli.edu/programs/legal-operations/453085?tCode=WTC5_RSS01 Legal operations Contract management (Legal technology) Technology Artificial intelligence Generative AI Taken from the Web Program Recorded October 30, 2025 in New YorkReal Life Use Cases for Generative AI – Stories from Legal Professionals Using GenAI in Everyday Practice [01:03:07]Generative AI is already part of legal practice, and the opportunities to use it are growing fast. You don’t need to be a coder to start experimenting—whether with legal-specific platforms or general AI tools. This panel highlights real examples from legal professionals who are applying GenAI to everyday challenges at both the department level and for their own work, showing how these tools can save time, reduce friction, and unlock new ways of working. It’s a practical, example-driven conversation designed to spark ideas you can bring back to your own team. Participants will:See real use cases of GenAI in contracts, matter management, and workflowsLearn how to get started with both legal-specific and general-purpose AI tools, and what to look forGain insights into practical challenges and how to overcome themLeave with concrete ideas for how to apply GenAI in your own legal departmentPanel Leader: Meredith GordonPanelists: Megan McMillin, Ashley A. Miller, Jessica Williams, Penny WilliamsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:ContractPodAi, A Practical Guide to GenAI Solutions for Legal TeamsMeredith GordonThomson Reuters Institute, 2025 Generative AI in Professional Services Report: Ready for the Next Step of Strategic ApplicationsMeredith GordonThomson Reuters, Generative AI for In-House Lawyers: Delivering Maximum Impact in Small Law Departments, available at: https://legal.thomsonreuters.com/en/insights/white-papers/ generative-ai-for-in-house-lawyersMeredith GordonPresentation MaterialReal Life Use Cases for Generative AI – Stories from Legal Professionals Using GenAI in Everyday PracticeMeredith Gordon, Megan McMillin, Ashley A. Miller, Jessica Williams, Penny Williams Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453085 453085 98 G3976 1:03:07 https://www.pli.edu/programs/patent-law-institute/452832?tCode=WTC5_RSS01 Trademark litigation Patents Patent litigation Patent damages Trade secret dispute litigation Taken from the Web Program Recorded October 29 - 30, 2025 in New YorkRecent Court Decisions That Are Shaping Up Patent Law [00:59:46]After completing this session, participants will be able to:Catch up with Supreme Court watch: recent decisions and certiorari grantsFind out about the major Federal Circuit opinions and en banc petitionUnpack patent damages under EcoFactor v. GoogleUnderstand the recent changes in USPTO proceedingsSharonmoyee Goswami**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Recent Court Decisions That Are Shaping Up Patent Law (February 18, 2025) Sasha G. RaoPatent Law—A Year in Review: 2025Sharonmoyee GoswamiPresentation MaterialPatent Law – A Year in ReviewSharonmoyee Goswami Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452832 452832 98 G3187 0:59:46 https://www.pli.edu/programs/patent-law-institute/452811?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Patents Inventors Practice skills (Intellectual property) Taken from the Web Program Recorded October 29 - 30, 2025 in New YorkStrategic Considerations for Protecting Inventive Assets: An In-House Perspective [00:59:42]After completing this session, participants will be able to:Understand inventor incentives and other considerations for gathering inventionsLearn about assessing metricsDiscover enhancing patent quality in an efficient mannerGabriel Azar, Brian Dorini, Debera Hepburn*, Parashos T. Kalaitzis, Lisa K. Schroeder*participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Strategic Considerations for Protecting Inventive Assets: An In-House PerspectiveScott M. Alter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452811 452811 98 G3187 1:00:24 https://www.pli.edu/programs/patent-law-institute/452802?tCode=WTC5_RSS01 Ethics and professional responsibility Conflicts of interest Intellectual property Regulation, compliance, and enforcement (Intellectual property) Patents Taken from the Web Program Recorded October 29 - 30, 2025 in New YorkActing Ethically When Lawyers Make Mistakes [01:00:25]After completing this session, participants will be able to:Identify when a duty to disclose a mistake arises under the Model RulesWeigh the best means to comply with that duty, including the duty to communicate under Model Rule 1.6Understand the need to communicate with others, such as insurers and firm counselProf. David Hricik**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:When Lawyers Make Mistakes (July 2025)David HricikPresentation MaterialWhen Lawyers Make MistakesProf. David Hricik Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452802 452802 98 G3187 1:00:25 https://www.pli.edu/programs/patent-law-institute/452826?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Patents Technology Artificial intelligence Taken from the Web Program Recorded October 29 - 30, 2025 in New YorkEmerging Technologies and Patent Law [01:01:08]After completing this session, participants will be able to:Discover patent issues regarding AI (generative and agentic) and IoTLearn key considerations when advising clients on patents and emerging technologiesHear about what lies ahead around patents and AIChristopher A. SuarezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Evolution of Willfulness, Waiver, Privilege and Enhanced Damages Post-Halo Scott M. Alter, Jon R. TrembathEmerging Technologies and Patent LawChristopher A. SuarezPresentation MaterialThe Emerging Technologies and Patent LawChristopher A. Suarez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452826 452826 98 G3187 1:01:08 https://www.pli.edu/programs/patent-law-institute/452829?tCode=WTC5_RSS01 Intellectual property Trademark litigation Patents Practice skills (Intellectual property) Evidence Taken from the Web Program Recorded October 29 - 30, 2025 in New YorkInfringement Damages: Practical Lessons from EcoFactor (Fed. Cir. 2025) [01:02:45]After completing this session, participants will be able to:Understand the importance of comparable licenses in determining infringement damagesRecognize pitfalls and opportunities in using comparable licenses in the wake of the Federal Circuit’s landmark EcoFactor decisionPlan to turn favorable real-world evidence into admissible expert testimonyMaximize the utility of expert witnessesPaul J. Kremer, Jocelyn SumThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Arianna Scott, Wesley Derrick and Leslie Demers, PTAB: Behind the Scenes of Patent Trials Wesley DerrickPaul J. Kremer, et al., Updates and Trends in Patent Damages and Remedies (October 2025)Dawn Rice Hall,Paul J. KremerPresentation MaterialInfringement Damages: Real-World Evidence After EcoFactorPaul J. Kremer, Jocelyn Sum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452829 452829 98 G3187 1:03:27 https://www.pli.edu/programs/patent-law-institute/452808?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Patents Non-practicing entities Inter partes review Taken from the Web Program Recorded October 29 - 30, 2025 in New YorkEvolving Strategies for IPRs and NPEs in View of a Changing PTAB [01:02:12]After completing this session, participants will be able to:Hear about the evolving trends at the PTAB around IPRs and NPEsUnderstand key considerations of the PTAB when dealing with NPEsHear practical considerations around IPRsScott M. Alter, Jon R. TrembathThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Evolving Strategies for IPRs and NPEs in View of a Changing PTABScott M. Alter,Jon R. TrembathPresentation MaterialEvolving Strategies for IPRs and Other Contested Matters in View of a Changing PTABScott M. Alter, Jon R. Trembath Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452808 452808 98 G3187 1:02:12 https://www.pli.edu/programs/patent-law-institute/452820?tCode=WTC5_RSS01 Intellectual property Patents Trade secrets Practice skills (Intellectual property) Trade secret dispute litigation Taken from the Web Program Recorded October 29 - 30, 2025 in New YorkLitigating the Border of Patents and Trade Secrets [01:00:51]After completing this session, participants will be able to:Understand best practices on preparing yourself to be a patent and trade secret plaintiffDiscover best practices for attacking intellectual property claims that double dip into patents and trade secrets as a defendantHear about recent court trends on patents and trade secret grey spacePaul Coletti, Edward TulinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Litigating the Border of Patents and Trade SecretsPaul Coletti,Edward TulinIn-House Perspective on Pressing Legal IssuesScott M. Alter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452820 452820 98 G3187 1:00:51 https://www.pli.edu/programs/patent-law-institute/452817?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Patents Patentability Patent claims Taken from the Web Program Recorded October 29 - 30, 2025 in New YorkThe Bio and Chemical Practice World at the USPTO [01:01:09]After completing this session, participants will be able to:Know the 35 USC 112 hurdles still in place in this practice areaUnderstand PTAB and CAFC decisions that affect daily practiceLearn successful specification inclusions and claim stylesChad M. RinkThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Atomic Bomb of Patent Law—Avoiding Inequitable Conduct Emil J. AliThe Bio and Chemical Practice World at the USPTOChad M. RinkPresentation MaterialThe Bio and Chemical Practice World at the USPTOChad M. Rink Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452817 452817 98 G3187 1:01:09 https://www.pli.edu/programs/patent-law-institute/452823?tCode=WTC5_RSS01 Intellectual property Trademarks Regulation, compliance, and enforcement (Intellectual property) Patents Taken from the Web Program Recorded October 29 - 30, 2025 in New YorkUSPTO Rules and Procedures [01:00:08]After completing this session, participants will be able to:Learn about the 2025 patent fee changesDiscover current expedited examination programs at the USPTOLearn about recent revisions to the Manual of Patent Examining ProcedureSusy Tsang-Foster**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:USPTO Rules and Procedures John M. WhitePatent Litigation: A Conversation with the Bench Bijal V. VakilJulia Hammond, Irene Yang and Leslie Demers, Leveraging AI and Legal Technology in Patent Litigation: Looking Ahead to Opportunities in the Pipeline (February 10, 2025) Irene YangEmerging Technologies & Patent Law—Competition or Convergence Roberta A. Young2025 Patent Fee ChangesSusy Tsang-FosterUnited States Patent and Trademark Office, Statutory Penalties for False Assertions or Certifications of Small and Micro Entity Status, 1536 OG 204 (July 8, 2025), available at: https://www.uspto.gov/web/offices/com/sol/og/2025/week27/TOC.htm#ref10Susy Tsang-FosterAI Search ToolsSusy Tsang-FosterCurrent Expedited Examination Programs at the USPTOSusy Tsang-FosterDepartment of Commerce, Patent and Trademark Office, Manual of Patent Examining Procedure, Ninth Edition, Revision January 2024, 89 Fed. Reg. 88737, No. 217 (November 8, 2024)Susy Tsang-FosterThe Bio and Chemical Practice World at the USPTOChad M. RinkStrategic Considerations for Protecting Inventive Assets: An In-House PerspectiveScott M. AlterPresentation MaterialUSPTO Patents UpdatesSusy Tsang-Foster Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452823 452823 98 G3187 1:00:08 https://www.pli.edu/programs/patent-law-institute/452805?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing Patents Patent litigation Taken from the Web Program Recorded October 29 - 30, 2025 in New YorkIn-House Perspective on Pressing Legal Issues [00:58:07]After completing this session, participants will be able to:Understand concerns regarding newly enacted and pending legislationLearn about the current economyIdentify defensive patent strategiesLaurence J. Bromberg, Steven P. Klocinski, Troy S. Prince, David M. ShofiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:In-House Perspective on Pressing Legal IssuesScott M. Alter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452805 452805 98 G3187 0:58:49 https://www.pli.edu/programs/patent-law-institute/452835?tCode=WTC5_RSS01 Intellectual property Trademarks Regulation, compliance, and enforcement (Intellectual property) Patents Taken from the Web Program Recorded October 29 - 30, 2025 in New YorkView of the USPTO [01:00:56]After completing this session, participants will be able to:Learn what is new at the USPTO under the current directorshipUnderstand what to expect from USPTO in the near- and long-term futureEugene R. Quinn, Jr.*, John M. White*participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:View from the USPTOJohn M. White Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452835 452835 98 G3187 1:00:56 https://www.pli.edu/programs/patent-law-institute/452814?tCode=WTC5_RSS01 Intellectual property Trademark litigation Patents Patent litigation Trade secret dispute litigation Taken from the Web Program Recorded October 29 - 30, 2025 in New YorkA Conversation with the Bench [01:00:42]After completing this session, participants will be able to:Hear practical advice from the bench on common pitfalls and myths about litigating patent casesLearn how to present your case in a compelling way to judges and juriesDiscover best practices for litigating discovery disputesKnow the unique issues and challenges that arise in NPE casesHon. Gregory M. Sleet (Ret.)**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Leslie A. Demers and Laura Rann, A Conversation with the BenchLeslie A. Demers Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452814 452814 98 G3187 1:00:42 https://www.pli.edu/programs/representing-clients-struggling-with-mental-health/452757?tCode=WTC5_RSS01 Ethics and professional responsibility Health care Mental health Practice skills (Public interest law and pro bono) Professional development Taken from the Web Program Recorded October 29, 2025 in San FranciscoStruggling with Mental Health: How Different Diagnoses Impact Communication [01:01:52]Chelsea will explore different diagnoses and symptoms, including Post-Traumatic Stress Disorder, Schizophrenia, Depression, and Bipolar Disorder, and how these different diagnoses can turn into completely different conversations. The conversation will include strategies on how to communicate with people who may have had a bad experience with asking for help or are vulnerable to different trauma responses. After completing this session, participants will be able to:Identify an individual who may be in crisis.Conduct effective attorney-client interviews without sacrificing a sensitive approach.Build trust with clients who may be rightfully suspicious or mistrustful of accepting legal help.Chelsea M. DonaldsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Department for Veterans Affairs, Relationships & PTSD (March 2025)Chelsea M. DonaldsonStruggling with Mental Health: How Different Diagnoses Impact Communication—Additional ResourcesChelsea M. DonaldsonStruggling with Mental Health: How Different Diagnoses Impact Communication (PowerPoint slides)Chelsea M. DonaldsonPresentation MaterialStruggling with Mental Health: How Different Diagnoses Impact Communication (PowerPoint Slides)Chelsea M. Donaldson, Esq., L.M.S.W. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452757 452757 98 G4917 1:01:52 https://www.pli.edu/programs/representing-clients-struggling-with-mental-health/452751?tCode=WTC5_RSS01 Ethics and professional responsibility Health care Mental health Practice skills (Public interest law and pro bono) Professional development Taken from the Web Program Recorded October 29, 2025 in San FranciscoThe Whole Family: Navigating Complex Systems With Clientele [01:01:01]Frequently, people with severe mental illness have an entire care network available to them – family, friends, clinicians, or even conservators. In the last hour, Chelsea will offer strategies to effectively communicate concerns with individuals who struggle with severe mental illness, in addition to her own experience in working with clinicians and the conserved. After completing this session, participants will be able to:Prioritize their attorney-client relationship over the relationship with the support system.Integrate the support system into your legal advocacy and communication with your client.Manage the complex relationship between conservators, clients, clinicians, and caretakers, to include a conversation about attorney-client privilege.Chelsea M. DonaldsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Department of Justice, Elder Justice Initiative, Elder Justice Decision-Making Capacity Resource GuideChelsea M. DonaldsonThe Whole Family: Navigating Complex Systems with Clientele—Additional ResourcesChelsea M. DonaldsonThe Whole Family: Navigating Complex Systems with Clientele (PowerPoint slides)Chelsea M. DonaldsonPresentation MaterialThe Whole Family: Navigating Complex Systems With Clientele (PowerPoint Slides)Chelsea M. Donaldson, Esq., L.M.S.W. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452751 452751 98 G4917 1:01:01 https://www.pli.edu/programs/representing-clients-struggling-with-mental-health/452754?tCode=WTC5_RSS01 Ethics and professional responsibility Health care Mental health Practice skills (Public interest law and pro bono) Professional development Taken from the Web Program Recorded October 29, 2025 in San FranciscoEffective Communication While In Crisis: De-Escalation & Suicidality [01:00:13]Sometimes, conversations go horribly wrong even with the best of intentions. In this hour, Chelsea will walk through several scenarios and provide communication strategies when speaking with clients who require de-escalation. In addition, Chelsea will touch on the topic of suicidality and provide resources to utilize if someone is in crisis. After completing this session, participants will be able to:Create a safe environment for someone who is experiencing a crisis.Relate to individuals who are experiencing a crisis, including those who require de-escalation.Validate an individual’s feelings without sacrificing the need to protect your own safety and space.Chelsea M. DonaldsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Centers for Disease Control and Prevention, Risk and Protective Factors for Suicide (April 2024)Chelsea M. DonaldsonEffective Communication While in Crisis: De-Escalation & Suicidality—Additional ResourcesChelsea M. DonaldsonEffective Communication While in Crisis: De-Escalation & Suicidality (PowerPoint slides)Chelsea M. DonaldsonPresentation MaterialEffective Communication While In Crisis: De-Escalation & Suicidality (PowerPoint Slides)Chelsea M. Donaldson, Esq., L.M.S.W. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452754 452754 98 G4917 1:00:55 https://www.pli.edu/programs/new-york-housing-law-for-the-low-income-client/452764?tCode=WTC5_RSS01 Public interest law and pro bono Housing Subsidized housing Eviction Taken from the Web Program Recorded October 29, 2025 in New YorkNew Developments for Low-Income Tenants in New York City: Select Issues [01:30:24]This presentation will address select issues including new developments concerning evictions and also recent changes regarding subsidies for low-income clients. After completing this session, participants will be better able to:Understand latest developments regarding New York State’s good cause eviction lawLearn about recent case lawFocus on open questions that remain regarding the good cause eviction lawBe aware of updates on NYCHA’s Section 8 programNavigate the Section 8 program, including issue spotting and resolving common problemsEllen Davidson, Melissa RenwickThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Nakeeb Siddique and Ellen Davidson, Introduction to New York State’s Good Cause Eviction Law (August 14, 2025)Ellen DavidsonRent Subsidies for Tenants in New York City (August 2025)Melissa RenwickPresentation Material2. Housing Choice Voucher Program Overview and NYCHA’s Section 8 Program (PowerPoint Slides)Melissa R. Renwick3. Good Cause Eviction: 2025 Updates (PowerPoint Slides)Ellen Davidson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452764 452764 98 G3142 1:30:24 https://www.pli.edu/programs/new-york-housing-law-for-the-low-income-client/452767?tCode=WTC5_RSS01 Public interest law and pro bono Housing Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded October 29, 2025 in New YorkOverview of Housing for Low-Income Tenants and Occupants in New York City [01:01:40]This presentation will provide an overview of housing for low-income tenants and occupants in New York City. After completing this session, participants will be better able to:Understand what types of housing are available and can arise in a housing caseIdentify how to approach a housing caseAssess the importance of whether the housing in your case is regulated and whether that regulation is through subsidiesRecognize the most common federal, state, and city subsidiesRecognize best practices for working with client communitiesUnderstand the forums in which housing issues are resolvedIdentify pro bono opportunities in New York City housing cases (direct representation/clinic hours/impact litigation)Aissatou Barry, Amber MarshallThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:A Brief Introduction to the Landscape of New York City Rental Housing (July 2025)Aissatou Barry,Amber MarshallPresentation Material1. Overview of Housing for Low-Income Tenants and Occupants in New York City (PowerPoint Slides)Aissatou Barry, Amber Marshall Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452767 452767 98 G3142 1:01:40 https://www.pli.edu/programs/new-york-housing-law-for-the-low-income-client/452761?tCode=WTC5_RSS01 Settlement (Dispute resolution) Practice skills (Litigation) Housing Taken from the Web Program Recorded October 29, 2025 in New YorkHousing Court: Practice Tips for Representing Tenants and Occupants [01:17:41]This presentation will address practice tips for representing tenants and occupants. After completing this session, participants will be better able to:Use practical strategies for representing tenants and occupantsRecognize bias in housing courtPrepare for client interviewsAssess procedural issues that impact representationEngage in case preparation and improve motion practiceReview defenses and their applicationEvaluate and handle settlement and post-settlement considerationsLubaba Ahmed, Matthew TroppThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Housing Court: Practice Tips for Representing Tenants and Occupants (August 15, 2025)Matthew TroppPresentation Material4. Housing Court: Practice Tips for Representing Tenants and Occupants (PowerPoint Slides)Lubaba Ahmed, Matthew Tropp Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452761 452761 98 G3142 1:17:41 https://www.pli.edu/programs/advanced-venture-capital/452601?tCode=WTC5_RSS01 Venture capital Corporate governance Artificial intelligence Generative AI Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded October 28, 2025 in San FranciscoArtificial Intelligence’s Consequences for Venture Capital [01:04:33]Law firm and investment professionals will discuss the rise and dominance of AI in Venture Capital and how it is changing legal practice. After completing this session, participants will be able to:Understand the current AI landscapeGive a general overview of regulatory initiatives underwayConduct due diligence and handle investment issuesCFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Daniel Berrick, Coran DarlingPresentation MaterialConsequences of Artificial Intelligence for Venture CapitalDaniel Berrick, Coran Darling Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452601 452601 98 G3029 1:04:33 https://www.pli.edu/programs/advanced-venture-capital/452598?tCode=WTC5_RSS01 Banking and finance Financial capital Venture capital Financial services Internal investigations (Corporate law) Taken from the Web Program Recorded October 28, 2025 in San FranciscoSpecial Venture Capital Situations [00:59:27]Law firm and investment professionals will discuss unusually challenging situations that arise in Venture Capital practice. After completing this session, participants will be able to:Manage founder departuresNavigate board dynamicsConduct special internal investigationsAdvise on foreign expansionCFE Field of Study: Fraud John Demeter, Curtis L. MoPresentation MaterialSpecial Venture Capital SituationsJohn J. Demeter, Curtis L. Mo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452598 452598 98 G3029 1:00:09 https://www.pli.edu/programs/advanced-venture-capital/452607?tCode=WTC5_RSS01 Banking and finance Financial capital Venture capital Financial services Equity instruments Taken from the Web Program Recorded October 28, 2025 in San FranciscoVC Industry Roundtable and Early-Stage VC Investment Trends [01:45:03]VC Industry Roundtable (9:05-9:35)Industry experts will share data and analyses on current VC trends. After completing this session, participants will be able to:Understand the current market environment and market factors driving deal trendsTrack the shifting competitive landscapeIdentify hot investment spacesCurtis L. Mo, Peter WalkerEarly-Stage VC Investment Trends (9:35-10:45)Law firm professionals will discuss best practices, methods, and opportunities in early-stage VC investment. After completing this session, participants will be able to:Evaluate startup structuringUnderstand convertible notes, SAFEs and priced seed financingsDiscuss emerging trendsJonathan Chan, Anita VasudevanPresentation MaterialState of VentureCurtis L. Mo, Peter WalkerEarly-Stage VC Investment TrendsJonathan Chan, Anita Vasudevan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452607 452607 98 G3029 1:45:03 https://www.pli.edu/programs/advanced-venture-capital/452595?tCode=WTC5_RSS01 Banking and finance Initial public offerings Venture capital Mergers and acquisitions Securities offerings Taken from the Web Program Recorded October 28, 2025 in San FranciscoVC Exit Strategies [01:48:18]Law firm professionals will discuss unique issues and best practices in VC exits. After completing this session, participants will be able to:Understand initial public offerings of VC-backed companiesEvaluate mergers & acquisitions involving VC-backed companiesCompare rep and warranty insurance vs. escrows and holdbacksManage corporate governance issuesCalise Cheng, Nate P. GallonPresentation MaterialMergers and Acquisitions of Venture-Backed Companies in 2025Nate P. GallonVC Exit StrategiesCalise Cheng Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452595 452595 98 G3029 1:49:00 https://www.pli.edu/programs/advanced-venture-capital/452604?tCode=WTC5_RSS01 Banking and finance Financial capital Venture capital Financial services Equity instruments Taken from the Web Program Recorded October 28, 2025 in San FranciscoLate-Stage VC Investment Trends [01:01:48]Law firm professionals will discuss best practices, methods and opportunities in late-stage VC investment. After completing this session, participants will be able to:Follow the new trendsCompare growth equity and later stage follow-on termsStructure pay-to-playsDistinguish mezzanine and “unicorn” termsChristopher McKinnon, David SikesPresentation MaterialTrends in Late-Stage Venture CapitalChristopher C. McKinnon, David Sikes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452604 452604 98 G3029 1:01:48 https://www.pli.edu/programs/pli-global-ip-spotlight--australia/455591?tCode=WTC5_RSS01 Intellectual property Trademark litigation Patent litigation Technology litigation Trade secret dispute litigation Taken from the Web Program Recorded October 28, 2025 in New YorkGlobal IP Spotlight – Australia [01:16:16]After completing this program, participants will be able to:Review Patent Litigation - For Clients Considering IP Litigation Across Multiple Jurisdictions, Why Include Australia?Interlocutory injunctionsPreliminary discoverySpecialist IP JudgesReasoned judgments useful internationallyStudy Key Trends in Australian Patent Litigation, Particularly in High-Tech Sectors, and Differences from U.S. LitigationDiscovery/depositionsSpecialist IP Judges / no juryFederal Court Practice Note on procedureRemediesAssess Patentability of Computer-Implemented Inventions and AI-Generated InnovationAristocrat casePayPal AI patent rejection (Dec 2023, Aust Patent Office)Thaler case (patentability of AI-created innovation)Examine Trends in Trade Secrets and Confidential Information LitigationIs there a resurgence of trade secrets/confidential information litigation in Australia?Review Trademark & Copyright Case Law DevelopmentsHigh Court clarifies tax treatment of IP embedded royalties for multinational groups (PepsiCo Case)Lessons from recent High Court cases for multinationals: Eg Killer Queen, Cantarella, Bed Bath N tableSource code copyright infringement in Motorola Revocation based on false suggestion (Mercato case)Review Litigation Processes and VenuesResolving IP disputes in Australia: pre-grant oppositions, revocation, infringement actionsUse of concurrent evidence (“hot tubs”)Timelines and procedural insightsCrown copyright and the Isentia case Understand Generative AI, Licensing, and Data Mining ExceptionsGenerative AI – is licensing the answer?Landscape for copyright exceptions in Australia (fair dealing vs. US fair use)Recent developments: Australian Productivity Interim Report on data mining of copyright-protected materials; reception and next stepsLicensing models relevant in AustraliaImpact of moral rights relative to the U.S.Cross-border IP commercialization opportunitiesLearn Key Takeaways for U.S. StakeholdersActionable insights or trends for U.S. stakeholders to considerPhoebe Arcus, John Collins, Sue Gilchrist, Ian Horak, Daryl Lim, Hannah Yee-Fen Lim, Rebecca Smith Presentation MaterialAustralian Productivity Commission proposes text & data mining exception to copyright infringement for AI training by Amalia Stone, Aaron Hayward, Sarah Henkes-Younger and Joshua CooleySue GilchristHerbert Smith Freehills Kramer, Insights - Protecting what matters: How to secure and monitor your trade secretsSue GilchristHerbert Smith Freehills Kramer, Where is the balance now? Preliminary injunctions in pharmaceutical patent proceedings in 2020 and beyondSue GilchristIt’s just human nature: AI cannot be a patent inventor in Australia by Shaun McVicar, Steve Wong and Sarah Henkes-YoungerSue GilchristLandmark PepsiCo decision on AustralianRoyalty Withholding and Diverted ProfitsTax by Ryan Leslie, Jay Prasad, Tess Mierendorff, Hugh Paynter, NaisonSeery and Toby EgglestonSue GilchristUnlocking competitive advantage: The strategic role of trade secrets in IP protection by Lisa Kobialka, Monika Klajn, Giulia Maienza and Anna VandervlietSue Gilchrist Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455591 455591 98 G5610 1:16:16 https://www.pli.edu/programs/advanced-compliance-and-ethics-workshop/452552?tCode=WTC5_RSS01 Corporate law Corporate ethics Regulation, compliance, and enforcement (Corporate law) Taken from the Web Program Recorded October 27 - 28, 2025 in New YorkAnti-Corruption Compliance: Strategies and Insights [00:59:22]This panel will analyze different compliance protocols to identify the risk of and prevent potential corruption. After completing this session, participants will be able to:Identify and assess your organization’s corruption risksPrepare and effectuate necessary policies, training, and communicationsPerform thorough due diligence and work with other third-party controlsPaula Anderson, Jennifer LanePresentation MaterialAnti-corruption Compliance-Strategies and InsightsPaula Howell Anderson, Jennifer LaneDOJ Releases New FCPA Enforcement GuidelinesPaula Howell Anderson, Jennifer LaneKey White Collar Crime and Investigations Challenges for in-house Counsel in 2025Paula Howell Anderson, Jennifer Lane Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452552 452552 98 G3222 0:59:22 https://www.pli.edu/programs/advanced-compliance-and-ethics-workshop/452564?tCode=WTC5_RSS01 Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Regulation, compliance, and enforcement (Ethics and professional responsibility) Taken from the Web Program Recorded October 27 - 28, 2025 in New YorkCompliance and Ethics Risk Assessments: The Foundation of Effective Programs [00:59:51]This segment will provide practical instruction on conducting effective compliance risk assessments and utilizing the results of those assessments to improve a compliance program. After completing this session, participants will be able to:Implement effective methodologies for identifying and assessing legal and compliance risks.Use risk assessment to achieve program enhancementReport on your risk assessmentAvoid risks related to compliance risk assessment: avoiding those things that can go wrongNo legal ethics credit for this panelSeth Cohen, Karen MoorePresentation MaterialCompliance & Ethics Risk Assessments The Foundation of Effective ProgramsSeth M. Cohen, Karen MooreRisk Assessment for Small CompaniesSeth M. Cohen, Karen MooreThe Four-Dimensional Compliance Risk AssessmentSeth M. Cohen, Karen Moore Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452564 452564 98 G3222 1:00:33 https://www.pli.edu/programs/advanced-compliance-and-ethics-workshop/452574?tCode=WTC5_RSS01 Corporate law Corporate ethics Corporate governance Chief compliance officers Risk management (Corporate governance) Taken from the Web Program Recorded October 27 - 28, 2025 in New YorkProgram Structure and Reporting to the Board: Program Authority and Independence [01:01:28]This segment will explore the key elements of an effective compliance program structure. Upon completing this session, participants will be able to:Effectively position the Chief Compliance & Ethics OfficerEmpower compliance professionals throughout the organizationFacilitate relationships with law, HR, internal audit and other functionsDetermine the appropriate scope of the programStrengthen the relationship between the Chief Compliance & Ethics Officer and the BoardFacilitate robust Board oversight of the compliance programRebecca Walker, Andy DunbarPresentation MaterialBoard Oversight of Compliance ProgramsAndrew Dunbar, Rebecca WalkerEvaluation of Corporate Compliance ProgramsAndrew Dunbar, Rebecca WalkerProgram Authority and IndependenceAndrew Dunbar, Rebecca WalkerProgram Authority and Independence HandoutAndrew Dunbar, Rebecca WalkerSwipe Right for Compliance: Finding the Perfect CCOAndrew Dunbar, Rebecca WalkerThe Evolution of the Law of Corporate Compliance in the United StatesAndrew Dunbar, Rebecca Walker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452574 452574 98 G3222 1:02:10 https://www.pli.edu/programs/advanced-compliance-and-ethics-workshop/452561?tCode=WTC5_RSS01 Ethics and professional responsibility Conflicts of interest Multijurisdictional practice (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Regulation, compliance, and enforcement (Ethics and professional responsibility) Taken from the Web Program Recorded October 27 - 28, 2025 in New YorkConflicts of Law in Compliance [01:00:34]This segment will explain the need for the Chief Compliance Officer to navigate multi-jurisdictional regulations and mitigating legal risks in a global landscape. After completing this session, participants will be able to:Consider how to address common challenges and obstacles that compliance officers faceIdentify the risks created by conflicts of lawIdentify appropriate ways to navigate multi-jurisdictional regulationsConsider how compliance officers can be effective across functions and throughout the enterpriseMary McCann, Shamina SneedPresentation MaterialCompliance Program AssessmentMary McCann, Shamina D. SneedConflicts of Law in ComplianceMary McCann, Shamina D. SneedNavigate Conflicting Laws Driven by National Security and GeopoliticsMary McCann, Shamina D. Sneed Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452561 452561 98 G3222 1:01:16 https://www.pli.edu/programs/advanced-compliance-and-ethics-workshop/452558?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Securities and other financial products) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded October 27 - 28, 2025 in New YorkHot Topics in Compliance & Ethics: AI & Cybersecurity [01:01:39]This session will cover the risks of AI and effective controls to bolster cybersecurity and protect private data. After completing this session, participants will be able to:Assess the risk of AI at your organizationLearn about effective tools to safeguard private data and mitigate high-tech fraud risksDraft and implement workable AI policies, procedures, and training to strengthen cybersecurityNo legal ethics credit for this panelIAPP Privacy credit for Privacy ProfessionalsCybersecurity, Privacy and Data Protection - General credit in NY   Francesca Lulguraj, Asha MuldroPresentation MaterialCybersecurity in miningFrancesca Lulgjuraj, Asha MuldroHot Topics in Compliance & Ethics AI & CybersecurityFrancesca Lulgjuraj, Asha MuldroZooming in on AI-5Francesca Lulgjuraj, Asha MuldroZooming in on AI-6Francesca Lulgjuraj, Asha MuldroZooming in on AI-7Francesca Lulgjuraj, Asha Muldro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452558 452558 98 G3222 1:02:21 https://www.pli.edu/programs/advanced-compliance-and-ethics-workshop/452571?tCode=WTC5_RSS01 Corporate ethics Crisis management (Corporate law) Regulation, compliance, and enforcement (Corporate law) Taken from the Web Program Recorded October 27 - 28, 2025 in New YorkCompliance Codes and Policies [01:01:40]This panel will explore best practices in compliance codes and policies. After completing this session, participants will be able to:Implement best practice codes of conductDevelop compliance policy governance procedures and practicesConsider how to make compliance policies accessible and understandableKimberly White, Jennifer KuglerPresentation MaterialCompliance Codes and PoliciesJennifer Kugler, Kimberly W. WhitePeer Benchmarking on Codes and Policy ManagementJennifer Kugler, Kimberly W. White Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452571 452571 98 G3222 1:01:40 https://www.pli.edu/programs/advanced-compliance-and-ethics-workshop/452568?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Taken from the Web Program Recorded October 27 - 28, 2025 in New YorkCompliance Training & Communications Best Practices [01:01:46]This panel will explore best practices in training and communications, including discussing creating a risk-based compliance training and communications plan. After completing this session, participants will be able to:Create risk-based compliance training and communications plansConduct effective and efficient compliance trainingImpact corporate culture with C&E training and communicationsTest the efficacy of compliance trainingMichael Koenig, Andrea De ShazoPresentation MaterialCompliance Training & Communications Best PracticesAndrea DeShazo, Michael KoenigLearning about Learning TogetherAndrea DeShazo, Michael Koenig Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452568 452568 98 G3222 1:02:28 https://www.pli.edu/programs/advanced-compliance-and-ethics-workshop/452549?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Ethics and professional responsibility Conflicts of interest Professional conduct Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded October 27 - 28, 2025 in New YorkEthics for Compliance Lawyers and Compliance Officers [01:01:44]This segment will explore the ethical obligations of compliance lawyers and compliance professionals. After completing this session, participants will be able to:Understand Model Rule of Professional Conduct 1.6 regarding an attorney’s duty of confidentiality and Rule 1.13 regarding organizations as clientsKnow the boundaries of attorney-client privilege in risk assessments, program assessments, and auditsEnsure compliance with both legal ethics and business ethicsIdentify which compliance program communications can (and should) be privilegedAvoid conflicts of interest in compliance workEthics Credit Joellen Valentine, Heena Arora, Jaclyn HelmsPresentation MaterialCode of Personal Ethics for ProfessionalsHeena Arora, Jaclyn Helms, Joellen ValentineEthics for Compliance Lawyers and Compliance OfficersHeena Arora, Jaclyn Helms, Joellen ValentineOrganization as ClientHeena Arora, Jaclyn Helms, Joellen Valentine Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452549 452549 98 G3222 1:01:44 https://www.pli.edu/programs/advanced-compliance-and-ethics-workshop/452555?tCode=WTC5_RSS01 Internal investigations (Corporate law) Whistleblowers Retaliation (Employment discrimination) Practice skills (Employment and labor) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded October 27 - 28, 2025 in New YorkHelplines, Investigations, and Responding to Misconduct [01:00:00]This segment will provide practical instruction on reducing employee misconduct and encouraging ethical standards. After completing this session, participants will be able to:Manage helplines and effectively respond to reportsCombat the fear of retaliation and futility in reportingImplement best practices in conducting internal investigationsProtect whistleblowers and maintain confidentialityJoe Mack, Randi Roberts, Ed FergusonPresentation MaterialDriving Continuous ImprovementEdward T. Ferguson, Joe Mack, Randi RobertsHelplines, Investigations, and Responding to MisconductEdward T. Ferguson, Joe Mack, Randi RobertsWhistleblowingEdward T. Ferguson, Joe Mack, Randi Roberts Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452555 452555 98 G3222 1:00:00 https://www.pli.edu/programs/hedge-fund-and-private-equity-enforcement--regulatory-developments/452429?tCode=WTC5_RSS01 Private equity Regulation, compliance, and enforcement (Securities and other financial products) Hedge funds Taken from the Web Program Recorded October 27, 2025 in New YorkThe Defense Perspective: Emerging Issues in Private Fund Regulatory Enforcement [00:59:27]This panel will address current government enforcement priorities in the private fund sector through the lens of defense practitioners and in-house counsel. After completing this session, participants will be able to:Better understand the industry perspective on regulatory priorities and proactive ways to manage risk in enforcement investigationsApply lessons learned from recent and ongoing investigations and enforcement actionsUnderstand and implement best practices when defending private fund advisers in enforcement investigationsBrooke E. Cucinella, Kelly L. Gibson, Noah Goldberg, Courtney E. Kapes Lewis, Michael J. Osnato, Jr.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Simpson Thacher, Regulatory and Enforcement Alert, SEC and CFTC Further Extend Compliance Date for Form PF Amendments (June 12, 2025)Michael J. OsnatoSimpson Thacher, Memorandum, New Guidance From the SEC’s Division of Trading and Markets Signals a Welcome Shift on the SEC’S Approach to Crypto Asset Activities and Distributer Ledger Technology (May 20, 2025)Michael J. OsnatoSimpson Thacher, Regulatory and Enforcement Alert, SEC Drops First Ever Liquidity Rule Suit Against Mutual Fund Adviser and Officers and Trustees (July 15, 2025)Michael J. Osnato Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452429 452429 98 G3200 0:59:27 https://www.pli.edu/programs/hedge-fund-and-private-equity-enforcement--regulatory-developments/452427?tCode=WTC5_RSS01 Private equity Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded October 27, 2025 in New YorkEmerging Technology Risks for Private Funds [01:00:07]In the current administration, the SEC has shifted its enforcement focus away from the scale of crypto assets and has refocused on issues involving emerging technologies. This panel will discuss the SEC’s emerging priorities in this area, and the implications for private fund advisers. After completing this session, participants will be able to:Better understand risk of fraud through the use of emerging technologies, such as AI and machine learning, as well as online platforms and websitesPrepare for risk of exposure or misappropriation of material nonpublic information through cyber hackingGain insight into the risk of takeovers of investor accountsIAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Charu A. Chandrasekhar, Robert A. Cohen, Daniel Michael, Ladan F. StewartThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Future of Crypto Enforcement in the U.S., CoinDesk (May 20, 2024)Robert A. CohenGibson Dunn, Client Alert, The GENIUS Act: A New Era of Stablecoin Regulation (July 18, 2025)Mark K. SchonfeldU.S. Securities and Exchange Commission, Paul S. Atkins, Chairman, Statement on President Trump Signing the GENIUS Act into Law (July 18, 2025)Mark K. SchonfeldU.S. Securities and Exchange Commission, Division of Corporation Finance, Statement, Crypto Asset Exchange-Traded Products (July 1, 2025)Mark K. Schonfeld Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452427 452427 98 G3200 1:00:49 https://www.pli.edu/programs/hedge-fund-and-private-equity-enforcement--regulatory-developments/452425?tCode=WTC5_RSS01 Private equity Regulation, compliance, and enforcement (Securities and other financial products) Equity instruments Hedge funds Private equity funds Taken from the Web Program Recorded October 27, 2025 in New YorkSEC Inspections and Examinations of Private Fund Advisers [01:00:44]This panel will address the challenging issues that commonly arise in SEC inspections and examinations of advisers to hedge funds and private equity funds. After completing this session, participants will be able to:Better plan and prepare for regulatory examinationsUnderstand examiners’ expectations for document production and interviewsAnticipate the highest risk areas during examinationsNavigate the boundaries of the attorney-client privilegeBrian Caravello, Jen Conwell, Marc E. Elovitz, Stefanie J. SundelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Schulte Roth & Zabel, Alerts, Exchange Act Rule 13f-2 and Related Form SHO Update: SEC Provides a One-Year Exemption from Rule 13f-2 Compliance (February 8, 2025)Marc E. ElovitzGibson Dunn, Client Alert, Private Fund Advisers and Universities Should Assess Valuation Protocols and Disclosures in Case the SEC Comes Knocking (July 9, 2025)Mark K. SchonfeldU.S. Securities and Exchange Commission, Division of Examinations, Risk Alert, Registered Investment Companies: Review of Certain Core Focus Areas and Associated Documents Requested (November 4, 2024)Mark K. SchonfeldU.S. Securities and Exchange Commission, Division of Examinations, Risk Alert, Broker-Dealers: Staff Assessment of Risks, Scoping of Examinations, and Requesting of Documents (June 5, 2024)Mark K. Schonfeld Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452425 452425 98 G3200 1:00:44 https://www.pli.edu/programs/hedge-fund-and-private-equity-enforcement--regulatory-developments/452421?tCode=WTC5_RSS01 Private equity Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Hedge funds Taken from the Web Program Recorded October 27, 2025 in New YorkEthical Issues in Representing Private Fund Advisers [01:01:27]This panel will address the legal ethics rules and issues that arise for attorneys when representing private fund advisers and their investment professionals in regulatory investigations. After completing this session, participants will be able to:Identify triggers for ethical conflict that can arise when advising clients in responding to regulatory inquiriesAssess practical considerations and ethical pitfalls that arise in dual representations of entities and individuals in regulatory investigationsNavigate potential disclosure obligations and options during regulatory investigationsSusan E. Brune, Stephen J. Crimmins, Andrew B. David, Mark K. SchonfeldThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:“Shadow Trading” Becomes Insider Trading, The CLS Blue Sky Blog, Columbia Law School’s Blog on Corporations and the Capital Markets (March 28, 2022), available at: https://clsbluesky.law.columbia.edu/2022/03/28/shadowtrading-becomes-insider-trading/Stephen J. CrimminsEthics Issues Relating to Securities Lawyers—All Signs Point to More Enforcement Actions Against Lawyers (April 14, 2023)Ellen M. Wheeler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452421 452421 98 G3200 1:02:09 https://www.pli.edu/programs/hedge-fund-and-private-equity-enforcement--regulatory-developments/452423?tCode=WTC5_RSS01 Private equity Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Hedge funds Taken from the Web Program Recorded October 27, 2025 in New YorkRunning an Effective Private Fund Compliance Program in Today’s Environment [00:59:13]This panel will address common compliance issues, and the best practices attorneys should implement when establishing and maintaining a compliance program. After completing this session, participants will be able to:Leverage the insights from lessons learned by those on the front line of complianceMitigate the risks private funds confront given recent SEC examinations and enforcement prioritiesMake sure the basics are covered in an evolving regulatory landscape: fees, expenses, liquidity, disclosures, conflict management, record-keeping, enhanced reporting, and other basicsWilliam Edwards, Israel Friedman, Annie Hancock, Osman Nawaz, Igor RozenblitThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gibson Dunn, Client Alert, Recent SEC Enforcement Action Potential Harbinger of More Regulation Best Interest Enforcement Against Broker-Dealers (June 7, 2024)Mark K. SchonfeldGibson Dunn, Client Alert, Securities Enforcement 2024 Year-End Update (January 30, 2025)Mark K. Schonfeld Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452423 452423 98 G3200 0:59:14 https://www.pli.edu/programs/hedge-fund-and-private-equity-enforcement--regulatory-developments/452431?tCode=WTC5_RSS01 Private equity 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 October 27, 2025 in New YorkThe Enforcer’s Perspective: Current Hedge and Private Fund Enforcement Priorities [01:00:15]This panel will address the enforcement actions and regulatory priorities of the SEC and CFTC. After completing this session, participants will be able to:Better understand the SEC’s focus on trading, valuation, disclosure, fees, and conflicts of interestUnderstand the implications of recent enforcement actions in areas of shadow insider trading and block tradingGain insight into the heightened prosecutorial emphasis on private fundsPrepare strategies for navigating the enhanced risk of government investigations of private fundsMark K. Schonfeld, Tejal Shah, Andrew Thomas, Brian YoungThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Commodity Futures Trading Commission, 2022 2022–2026 Strategic PlanMark K. SchonfeldU.S. Securities and Exchange Commission, Division of Examinations, 2025 Examination Priorities Report (2025)Mark K. SchonfeldU.S. Securities and Exchange Commission, Office of the Investor Advocate, Fiscal Year 2026 Report on Objectives (2025)Mark K. Schonfeld Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452431 452431 98 G3200 1:00:15 https://www.pli.edu/programs/hot-topics-in-ai-ai-data-centers/451045?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Artificial intelligence As the rapid and widespread adoption of AI and generative AI continues, so does the need for high-capacity data centers. In a July 2025 report, McKinsey & Company projects that by 2030, data centers will need $6.7 trillion of worldwide investment to meet the demand for compute power. Around 70% of that demand will come from AI workloads, with approximately 40% of the total demand coming from generative AI usage. On July 23, 2025, President Trump issued an Executive Order accelerating federal permitting and environmental review processes for large-scale AI data centers and the infrastructure that powers them, describing the rapid and efficient buildout of this infrastructure as a priority of his administration. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451045 451045 98 G5562 1:02:57 https://www.pli.edu/programs/youve-just-been-handed-ownership-of-the-records-program-now-what/450541?tCode=WTC5_RSS01 Information technology (Financial services) Cybersecurity and data protection Professional development Law practice management Technology You have just been appointed as the head of your law firm's records management or broader information governance program with a clear mandate: update it to ensure compliance and modernize it to effectively manage electronic information. But where should you start? How do you differentiate between essential record program components and those that are merely "nice to have?" Who are the key internal groups within your law firm that you need to collaborate with, and how do you estimate timelines and budgets, particularly in a scenario with limited resources and budget constraints? Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450541 450541 98 G5443 1:02:43 https://www.pli.edu/programs/representing-unaccompanied-children-in-california-legal-updates-practice-considerations--strategies-for-pursuing-relief/452259?tCode=WTC5_RSS01 Immigration and naturalization Asylum status Unaccompanied children Litigation Public interest law and pro bono Taken from the Web Program Recorded October 24, 2025 in San FranciscoPreparing Your Client for an Asylum Office Interview [01:11:28]This session identifies tools available to attorneys representing unaccompanied children and youth throughout the asylum process, with a focus on trauma-informed advocacy at the United States Citizenship and Immigration Services asylum offices. This presentation will identify how asylum offices are treating asylum claims for unaccompanied children and youth after the J.O.P. settlement went into effect. Panelists will also discuss strategies for effectively preparing for and attending asylum office interviews with clients – particularly for claims that have not been set for an interview for several years. Further, this presentation will explore how advocates can communicate to their clients what will occur if their case is referred to immigration court in various culturally responsive and trauma informed approaches. After completing this session, participants will be able to:Understand how the J.O.P. settlement affects how unaccompanied children and youth claims are treated at the asylum office and identify ways to enforce the settlement’s protections;Consider different trauma-informed and culturally responsive approaches to explain a case’s posture to a client; andPrepare a client’s case for an asylum office interview with emphasis on claims that have been waiting for an interview for years.Panelists: Stephany Arzaga, Jacqueline Judson-Griffin, Yliana Johansen-MendezModerator: Amanda MayaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Asylum Office Closing BriefStephany ArzagaSample Asylum Office Cover Letter BriefStephany ArzagaSample Asylum Office Interview Template with NotesStephany Arzaga,Jacqueline Judson-Griffin,Yliana Johansen-Méndez,Amanda MayaPreparing Your Client for an Asylum Office Interview—Additional ResourcesStephany Arzaga,Jacqueline Judson-Griffin,Yliana Johansen-Méndez,Amanda MayaPresentation MaterialPreparing Your Client for an Asylum Office Interview (PowerPoint Slides)Stephany Arzaga, Yliana Johansen-Méndez, Jacqueline Judson-Griffin, Amanda Maya Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452259 452259 98 G3658 1:12:10 https://www.pli.edu/programs/representing-unaccompanied-children-in-california-legal-updates-practice-considerations--strategies-for-pursuing-relief/452253?tCode=WTC5_RSS01 Immigration and naturalization Immigration court Unaccompanied children Litigation Public interest law and pro bono Taken from the Web Program Recorded October 24, 2025 in San FranciscoAdvocating for Unaccompanied Children and Youth in Immigration Court [01:22:30]This session will identify trauma-informed and child-centered strategies advocates can implement when representing unaccompanied children and youth in immigration court. Panelists will discuss how the J.O.P. Settlement and Matter of M-A-C-O decision affect the ways in which immigration courts assess initial jurisdiction for asylum claims. Panelists will also provide a background on motions to reopen and explore how advocates can use motions to reopen to protect their clients from removal and strategies to consider when filing such motions in immigration court. Additionally, the panel will highlight trends advocates are observing when moving to dismiss, terminate, or seek administrative closure in immigration court and factors advocates should consider when filing such motions. After completing this session, participants will be able to:Understand how to effectively use motions to reopen to protect unaccompanied children and youth from removal;Consider various factors when engaging in motion practice to dismiss, terminate, or administratively close a matter in immigration court;Discuss how the J.O.P. Settlement and Matter of M-A-C-O decision influence jurisdiction for both USCIS and California immigration courts; andIntegrate trauma-informed and client-centered strategies when representing unaccompanied children and youth before the immigration court.Panelists: Cecilia Candia, Sarah Domenick, Jesse Imbriano Moderator: Amanda MayaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Respondent’s Motion to Administratively Close Removal Proceedings (May 2025)Sarah DomenickSample Motion to Terminate Removal Proceedings (May 2025)Sarah DomenickSample Motion to Rescind in Absentia Removal Order and to Reopen Removal Proceedings (May 2024)Amanda MayaSample Respondent’s Motion to Continue Master Calendar Hearing (June 2025)Sarah DomenickSample Respondent’s Motion to Continue Master Calendar Hearing (January 2024)Sarah DomenickSample Motion to Terminate Removal ProceedingsSarah DomenickAdvocating for Unaccompanied Children in Immigration Court—Additional ResourcesSarah Domenick,Cecilia Candia,Jesse Imbriano,Amanda MayaPresentation MaterialAdvocating for Unaccompanied Children and Youth in Immigration Court (PowerPoint Slides)Cecilia Candia, Sarah Domenick, Jesse Imbriano, Amanda Maya Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452253 452253 98 G3658 1:22:30 https://www.pli.edu/programs/representing-unaccompanied-children-in-california-legal-updates-practice-considerations--strategies-for-pursuing-relief/452250?tCode=WTC5_RSS01 Immigration and naturalization Unaccompanied children Litigation Practice skills (Public interest law and pro bono) Professional development Taken from the Web Program Recorded October 24, 2025 in San FranciscoTrauma Informed Approaches to Discussing Immigration Changes and Updates When Working With Unaccompanied Children and Youth [01:12:32]Immigration law is complex and there is no right to a government attorney, including for children. In recent months, there has been a rapid uptick in changes to immigration law and practice, coupled with national and local news stories about changing laws and their impact on immigrant families and children. Now more than ever, it is critical that legal advocates utilize a holistic approach to lawyering in immigration matters: understanding that there are many factors impacting their young clients’ immigration cases all at once. This panel will discuss trauma-informed, child-centered approaches to navigating the changes in immigration policy, procedure, and the law as they pertain to unaccompanied children and youth. Panelists will identify strategies, tools, and resources available to advocates representing children and youth throughout the immigration process. After completing this session, participants will be able to:Discuss and address changes and updates to policy, procedure, and the law in a child-centered, trauma-informed manner throughout the pendency of a matter;Provide support and prepare unaccompanied children and youth for potential increase in interviews and hearings in immigration court and before USCIS; andLearn and apply strategies for mental health resilience for unaccompanied children and youth.Panelists: Katie Annand, America Hernandez, Christine Lin, Miosotti TenecoraModerator: Janely MendozaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kids in Need of Defense (KIND), CARE: A Toolkit for Professionals Serving Unaccompanied and Separated Children (July 2025)America Hernandez-Lemus,Janely MendozaSample Client Check-In Outline (August 2025)Katie AnnandTrauma Informed Approaches to Discussing Immigration Changes and Updates When Working with Unaccompanied Children and Youth—Additional ResourcesAmerica Hernandez-Lemus,Katie Annand,Christine LinPresentation MaterialTrauma Informed Approaches to Discussing Immigration Changes and Updates When Working With Unaccompanied Children and Youth (PowerPoint Slides)Katie Annand, America Hernandez-Lemus, Christine Lin, Janely Mendoza, Miosotti H. Tenecora Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452250 452250 98 G3658 1:12:32 https://www.pli.edu/programs/representing-unaccompanied-children-in-california-legal-updates-practice-considerations--strategies-for-pursuing-relief/452262?tCode=WTC5_RSS01 Family law Immigration and naturalization SIJS Litigation Public interest law and pro bono Taken from the Web Program Recorded October 24, 2025 in San FranciscoNavigating the Impact of Ongoing Changes and Trends for Unaccompanied Children Seeking Special Immigrant Juvenile Status [01:11:49]Special Immigrant Juvenile Status (SIJS) is a vital immigration humanitarian protection that provides eligible youth under the age of 21 years old a path to legal permanent residency (“LPR”) and, eventually, U.S. citizenship. The growing visa backlog has significantly impacted the future of this immigration relief for eligible youth. This panel will explore the impact of some of the ongoing changes and trends for SIJ-eligible youth and their cases pending before the United States Citizenship and Immigration Services (USCIS), including the visa backlog, deferred action, federal wellness checks, and requests for evidence (RFEs) and Notices of Intent to Deny petitions (NOIDs). The panelists will share trauma-informed and child-centered best practices, legal strategies, and case examples for navigating these changes and advocating for SIJ-eligible youth. After completing this session, participants will be able to:Analyze and explain challenges for pending SIJS and Adjustment of Status Petitions, including the unavailability of visas per the visa bulletin and changes to Deferred Action and employment authorizations;Address the impact of federal wellness checks on SIJ-eligible youth and their families; andIdentify and address recent trends in requests for evidence (RFEs) and Notices of Intent to Deny petitions (NOIDs).Panelists: Alexander Cooper, Karla Cruz, Edith JimenezModerator: Janely MendozaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kids in Need of Defense (KIND), Practice Guidance: Responding to RFEs and NOIDs (September 2024)Alexander Cooper,Janely MendozaSample Client Follow-Up ChecklistAlexander Cooper,Edith Jimenez Jaimes,Karla Cruz,Janely MendozaNavigating the Impact of Ongoing Changes and Trends for Unaccompanied Children Seeking Special Immigrant Juvenile Status—Additional ResourcesAlexander Cooper,Edith Jimenez Jaimes,Karla Cruz,Janely MendozaPresentation MaterialNavigating the Impact of Ongoing Changes and Trends for Unaccompanied Children Seeking Special Immigrant Juvenile Status (PowerPoint Slides)Alexander Cooper, Karla Cruz, Edith Jimenez, Janely Mendoza Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452262 452262 98 G3658 1:11:49 https://www.pli.edu/programs/representing-unaccompanied-children-in-california-legal-updates-practice-considerations--strategies-for-pursuing-relief/452256?tCode=WTC5_RSS01 Family law Immigration and naturalization Unaccompanied children Litigation Public interest law and pro bono Taken from the Web Program Recorded October 24, 2025 in San FranciscoBest Practices for Screening for Other Humanitarian Forms of Relief for Unaccompanied Children and Youth: T visas, U Visas, and VAWAs [01:32:16]Unaccompanied children and youth are under the age of 18 years old and entered the U.S. alone, or without a parent or legal guardian, who have been designated as such by the Department of Homeland Security (DHS). While practitioners often screen for Asylum and Special Immigrant Juvenile Status, other forms of relief (such as T-visas, U visas, and VAWA) may be underutilized and overlooked due to assumptions or lack of early disclosure of experiences lived by unaccompanied children and youth. It is crucial for practitioners to learn to effectively screen their clients in an initial consultation and throughout representation. Timely identification of eligibility for these forms of relief is of high importance given the increased wait time for pending applications before USCIS. This panel will emphasize trauma-informed screening practices, explore eligibility requirements for these forms of relief, share strategies for identifying key indicators over time, and identify ways that practitioners and advocates can provide ongoing support. After completing this session, participants will be able to:Screen unaccompanied children and youth for U visa, T visa, and VAWA in a trauma-informed, child-centered manner throughout representation;Identify and analyze often overlooked factors or scenarios that can indicate an unaccompanied child or youth is a survivor of harm, crime, or trafficking;Integrate new strategies and tools to provide ongoing support for clients throughout the process; andUnderstand the benefits of filing for U visas, T visas, and VAWAsPanelists: Marili Iturbe Guadarrama, Tony Marino, Aradhana TiwariModerator: Janely MendozaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tahirih Justice Center, U Visa Declaration Drafting GuideTony MarinoTahirih Justice Center, U Visa Document ChecklistTony MarinoTahirih Justice Center, T Visa Declaration Drafting GuideTony MarinoTahirih Justice Center, T Visa Document ChecklistTony MarinoBest Practices for Screening for Other Humanitarian Forms of Relief for Unaccompanied Children and Youth: T Visas, U Visas, and VAWAs—Additional ResourcesMarili Iturbe Guadarrama,Tony Marino,Aradhana Tiwari,Janely MendozaCommunity Legal Services in East Palo Alto (CLESPA), Declaration for U Visa: General Information GuideMarili Iturbe Guadarrama,Tony Marino,Aradhana Tiwari,Janely MendozaPresentation MaterialBest Practices for Screening for Other Humanitarian Forms of Relief for Unaccompanied Children and Youth: T visas, U Visas, and VAWAs (PowerPoint Slides)Marili Iturbe Guadarrama, Tony Marino, Janely Mendoza, Aradhana Tiwari Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452256 452256 98 G3658 1:32:16 https://www.pli.edu/programs/emotional-intelligence-for-attorneys-a-competitive-advantage/455568?tCode=WTC5_RSS01 Professionalism in law practice Attorney wellness Taken from the Web Program Recorded October 23, 2025 in New YorkEmotional Intelligence for Attorneys: A Competitive Advantage [01:03:58]After completing this program, viewers will be prepared to:Define emotional intelligence (EQ) and understand its five core components (self-awareness, self-regulation, motivation, empathy, and social skills).Recognize why EQ is vital professional success, client satisfaction and team collaboration.Explore how EQ impacts attorney well-being, decision-making, and the ability to navigate conflict.Learn how tools such as EQ-i 2.0® can help assess strengths and development areas.Learn practical techniques to:Improve self-awareness and emotional regulation under pressure.Build empathy and trust with colleagues, clients, and adversaries.Enhance listening skills to reduce misunderstandings and increase influence.Identify common EQ pitfalls for attorneys (perfectionism, reactivity, over-detachment) and strategies to mitigate them.Concrete strategies attorneys can use immediately to:Navigate difficult conversations more effectively.Enhance trust by noticing opportunities for supporting others during turbulent timesStrengthen relationships across practice groups and with clients.Reduce burnout by managing stress responses.Access to follow-up resources for continued EQ development, including recommended readings and assessment options.Natalie Loeb, David SarnoffPresentation MaterialPLI Chronicle, Coach’s Counsel: "Why Do I Have to? Nobody Did It for Me" – Addressing Generational Diversity in Law Firms, (Aug. 2024)Natalie Loeb, David B. Sarnoff, Esq., ACCPLI Chronicle, Coach’s Counsel: Am I a Change Embracer or Change Resister?, (May 2023)Natalie Loeb, David B. Sarnoff, Esq., ACCPLI Chronicle, Coach’s Counsel: Coach’s Counsel: Great Leaders Are Made, Not Born from Promotion, (June 2025)Natalie Loeb, David B. Sarnoff, Esq., ACCPLI Chronicle, Coach’s Counsel: Coach’s Counsel: What’s Next for Law? EQ, Wellness, and Technological Change, (Jan. 2025)Natalie Loeb, David B. Sarnoff, Esq., ACCPLI Chronicle, Coach’s Counsel: It’s Not Lawyering, It’s Leading, (Sep. 2022)Natalie Loeb, David B. Sarnoff, Esq., ACC Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455568 455568 98 G5606 1:03:58 https://www.pli.edu/programs/leadership-why-now-practical-tools-for-effective-leadership/455566?tCode=WTC5_RSS01 Law practice management Communication skills (Career development) Leadership skills (Career development) Performance and work-product quality Professionalism in law practice Taken from the Web Program Recorded October 23, 2025 in New YorkLeadership: Why Now? Practical Tools for Effective Leadership in Law [01:02:58]After completing this program, viewers will be prepared to:Assess their own appetite for leadership and understand the benefits to actively lean into leadership roles in law.Gain confidence in their potential to lead, regardless of title or tenure.Explore their personal leadership style and understand how it impacts their ability to inspire and motivate others.Learn how to use research-based tools to provide insights into one’s leadership style.Intergenerational impact on leadership in lawPreview insights from the book, Beyond the Courtroom, to apply to your practice or firm.Natalie Loeb, David SarnoffPresentation MaterialPLI Chronicle, Coach’s Counsel: "Why Do I Have to? Nobody Did It for Me" – Addressing Generational Diversity in Law Firms, (Aug. 2024)Natalie Loeb, David B. Sarnoff, Esq., ACCPLI Chronicle, Coach’s Counsel: Am I a Change Embracer or Change Resister?, (May 2023)Natalie Loeb, David B. Sarnoff, Esq., ACCPLI Chronicle, Coach’s Counsel: Coach’s Counsel: Great Leaders Are Made, Not Born from Promotion, (June 2025)Natalie Loeb, David B. Sarnoff, Esq., ACCPLI Chronicle, Coach’s Counsel: Coach’s Counsel: What’s Next for Law? EQ, Wellness, and Technological Change, (Jan. 2025)Natalie Loeb, David B. Sarnoff, Esq., ACCPLI Chronicle, Coach’s Counsel: It’s Not Lawyering, It’s Leading, (Sep. 2022)Natalie Loeb, David B. Sarnoff, Esq., ACC Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455566 455566 98 G5605 1:02:58 https://www.pli.edu/programs/taxation-of-digital-assets-the-intersection-of-artificial-intelligence-and-digital-assets-in-the-startup-world/453632?tCode=WTC5_RSS01 Tax Technology Artificial intelligence Digital assets Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded October 23, 2025 in San FranciscoTaxation of Digital Assets: The Intersection of Artificial Intelligence and Digital Assets in the Startup World [01:02:02]After completing this session, participants will be able to:Understand the intersection between structuring for startups and other companies in the artificial intelligence and digital asset spacesLearn about the emerging legal, regulatory, and transactional considerations in the industryDiscover best practices around financial models, along with insight into how tokens can be used creatively in fund raisingUnderstand tax issues inherent in start-up business models, including for both federal and California tax codes Megan L. Jones, Riaz A. KaramaliPresentation MaterialHandout: The Intersection of Artificial Intelligence and Digital Assets in the Startup World (Oct. 23, 2025)Megan L Jones, Riaz A. KaramaliPowerPoint slides: The Intersection of Artificial Intelligence and Digital Assets in the Startup WorldMegan L Jones, Riaz A. Karamali Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453632 453632 98 G5581 1:02:02 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452320?tCode=WTC5_RSS01 Corporate tax Tax-free spin-offs Spin-offs Tax Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkCurrent Issues in Divisive Strategies & De-Leveraging Strategies in Divisive Transactions [01:33:26]Current Issues in Divisive StrategiesSection 355 offers a vehicle for separating businesses through tax-free spin-offs and split-offs. This session will explore recent developments in this area, including guidance issued by the government as to the qualification of transactions under the various relevant requirements and as to the availability of private letter rulings in this area. After completing this session, participants will be able to:·       Identify the requirements for a tax-free transaction under Section 355·       Understand the effects of recent guidance impacting divisive transactions·       Evaluate the considerations that weigh for and against seeking a private letter rulingMonetization Strategies in Divisive TransactionsDivisive transactions generally require the division of the distributing corporation’s obligations between the two resulting corporations and offer an opportunity for the distributing corporation to use some of the distributed corporation’s stock or securities to satisfy its own obligations. This session will explore the ways in which these goals are facilitated or limited by the applicable rules, and recent guidance issued by the government in this area. After completing this session, participants will be able to:·       Understand the operation of Sections 355, 357 and 361·       Employ the techniques used to allocate debt between the two corporations·       Understand the effects of recent guidance that impact these strategiesNY & WEB: Nicole Field, Kara L. Mungovan, Deborah L. Paul, Eric Solomon, Lewis R. Steinberg, Thomas F. WesselThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Contingent Consideration, Contingent Liabilities, and Indemnities in Acquisitions and Corporate Divisions (May 23, 2025)Robert H. WellenContingent Consideration, Contingent Liabilities, and Indemnities in Acquisitions and Corporate Divisions (May 23, 2025)Robert H. WellenPresentation MaterialCurrent Issues in Divisive StrategiesNicole P. Field, Kara L. Mungovan, Robert H. Wellen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452320 452320 98 G3156 1:34:56 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452326?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkStructuring Leveraged Buyouts (LBOs) [01:00:25]This session will examine the lifecycle of an LBO transaction. After completing this session, participants will be able to:Distinguish between stepped-up asset basis vs. carryover basis for buyer, and single versus double taxation for seller, in the context of a taxable asset purchase, stock purchase (with and without Section 338(h)(10) election or Section 336(e) election), or mergerStructure multi-layer debt and equity financingExecute leveraged recapitalizations and other forms of partial or complete exitAndrew B. Purcell, Sara B. Zablotney The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Section 338(h)(10)Mark L. Yecies,Karen Gilbreath Sowell,Shane J. KiggenSection 338(h)(10)Mark L. Yecies,Karen Gilbreath Sowell,Shane J. KiggenSection 336(e) Regulations (July 11, 2014)Donald W. Bakke,Leila E. VaughanSection 336(e) Regulations (July 11, 2014)Donald W. Bakke,Leila E. VaughanPresentation MaterialPrivate Equity, Venture Capital and LBOsAndrew B. Purcell, Sara B. Zablotney Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452326 452326 98 G3156 1:02:37 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452305?tCode=WTC5_RSS01 Corporate tax Tax-free acquisitions Mergers and acquisitions Spin-offs Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkImpact of the Corporate Alternative Minimum Tax (CAMT) on M&A Transactions [01:15:54]This panel will explore the CAMT rules and consequences for taxable and tax-free acquisitions and dispositions, including spin-offs. After completing this session, participants will be able to:Identify which corporations may be subject to CAMTUnderstand the calculation of alternative minimum taxable income (“AMTI”) and the differences between financial statement income and AMTIAssess the impact of the CAMT rules on M&A transactionsAdvise regarding key issues addressed or unaddressed by IRS guidanceErin Cleary, Marie C. Milnes-Vasquez, Alexander J. SaffiThe 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. 1506—Report on Proposed Regulations on the Corporate Alternative Minimum Tax (January 13, 2025)William D Alexander,Eric Solomon,Karen Gilbreath SowellPresentation MaterialImpact of the Corporate Alternative Minimum Tax on M&A TransactionsErin Cleary, Marie C. Milnes-Vasquez, Alexander J. Saffi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452305 452305 98 G3156 1:17:24 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452311?tCode=WTC5_RSS01 Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkHow Judicial Doctrines Shape Subchapter C and Transaction Planning [01:14:44]This session will examine significant cases and rulings that have shaped the law and that everyone should understand. After completing this session, participants will be able to:Consult key step transaction authorities that address step integration, circular flows, transitory ownership, transitory entities and their limitationsUnderstand the role of substance over form authorities – resequencing and recharacterizing transaction stepsIdentify the policy considerations driving guidance decisionsEvaluate the role of the economic substance doctrine and recent cases when approaching transaction planningWilliam D. Alexander, Marc A. Countryman, Eric Solomon, Karen Gilbreath SowellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Economic Substance Doctrine (December 2024)Eric SolomonApplication of the Step Transaction Doctrine in the Corporate Setting (August 2024)Eric SolomonPresentation MaterialHow Judicial Doctrines Shape Subchapter C and Transaction PlanningWilliam D. Alexander, Marc A. Countryman, Eric Solomon, Karen Gilbreath Sowell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452311 452311 98 G3156 1:16:56 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452299?tCode=WTC5_RSS01 International tax Cross-border M & A Tax Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkCross-Border Acquisitions and Divestitures [01:15:51]This panel will explore the key corporate and shareholder tax issues that arise in cross-border acquisitions and divestitures, including the impact of new and changing rules on some of the negotiating dynamics between buyers and sellers. After completing this session, participants will be able to:Structure and negotiate cross border deals in light of the implementation of Pillar 2 and the corporate alternative minimum tax (CAMT)Identify planning opportunities when selling the stock of a foreign subsidiary of a U.S. corporationRecognize Section 367 and Section 245A issues in cross-border transactionsRonald A. Dabrowski, Nicholas J. DeNovio, Michael A. DiFronzoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:KPMG Alert, International Tax Provisions in “One Big Beautiful Bill”Ronald A. DabrowskiPresentation MaterialCross-Border AcquisitionsRonald A. Dabrowski, Nicholas J DeNovio, Michael DiFronzo, Teisha M. Ruggiero Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452299 452299 98 G3156 1:17:21 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452290?tCode=WTC5_RSS01 Corporate partnerships Corporate tax Tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkPartnership Alternatives to Corporate M&A [01:00:10]This session will explore the use of partnerships and other passthrough entities in a joint venture or as the acquiring entity in a transaction. After completing this session, participants will be able to:Preserve contributing partners’ historic tax positionStructure a transaction using a partnership as the acquisition vehicleEmploy leveraged partnership strategiesExplain the benefits of mixing bowl partnership structuresJennifer Ray, Eric B. Sloan, Clifford M. WarrenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Organizing the Corporate Venture (June 10, 2025)Jeffrey T. Sheffield,Christian E. Kimball,Geoffrey M. DavisPresentation MaterialPartnership Alternatives to Corporate M&AJennifer Ray, 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 452290 452290 98 G3156 1:01:40 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452317?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax Regulation, compliance, and enforcement (Tax) Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkTax Controversy Issues in M&A Transactions [01:00:51]This session will consider how the evolution in IRS enforcement activity may impact transactional planning by examining recent litigated cases and administrative enforcement activities. After completing this session, participants will be able to:Identify issues on the front end of transactional planning that could come under audit scrutiny laterDocument and substantiate key facts and considerations in order to prepare a transaction for auditUnderstand where the IRS is deploying its enforcement resourcesAppreciate how courts evaluate transactional planning in litigated casesMichael J. Desmond, David W. FosterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Litigation Update: Recent Cases Involving Application of Anti-Abuse Rules and Doctrines (August 2025)G. Michelle Ferrerira,Brian Kittle,Michael Desmond,David Foster,Pamela Grewal,George HaniPresentation MaterialTax Controversy Issues in M&A TransactionsMichael J. Desmond, David W. Foster Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452317 452317 98 G3156 1:03:03 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452314?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkBalancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Corporate Tax Advisor Should Know [01:00:22]This panel will focus on the various judicial doctrines and ethical issues that arise in the corporate tax planning process. After completing this session, participants will be able to:Identify the ethical rules related to advising clients on corporate transactions, including standards derived from 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 positionsAvoid civil and criminal penalties potentially applicable to taxpayers and practitionersS. Starling Marshall, Michael SardarThe 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 Corporate Tax Advisor Should KnowWilliam D Alexander,Eric Solomon,Karen Gilbreath SowellPresentation MaterialBalancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should KnowS. Starling Marshall, Michael Sardar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452314 452314 98 G3156 1:01:53 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452281?tCode=WTC5_RSS01 Tax Consolidated tax returns Regulation, compliance, and enforcement (Tax) Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkConsolidated Return Planning and Strategies [02:01:53]This session will discuss current issues in applying the consolidated return regulations, including those arising from statutory uncertainties, any recently adopted or pending legislation, recent regulatory and administrative guidance, and informal guidance issued by the IRS. After completing this session, participants will be able to:Assess the impact of the IRS priority guidance plan on consolidated groupsIdentify uncertainties and complexities under recent guidance on the application to consolidated groups of certain international tax provisions and of the corporate alternative minimum tax (CAMT)Better understand how the IRS approaches administration of the consolidated return regulations, including through non-regulatory guidanceWilliam D. Alexander, Andrew J. Dubroff, William R. Pauls, Michael L. SchlerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Group Continuation Rules/Continued Filing Requirement (PowerPoint slides)Thomas F. Wessel,Jeffrey L. VogelConsolidated Attribute Reduction Regulations (June 20, 2025)Linda Z. Swartz,Stuart J. GoldringApplication of Cancellation of Debt Rules to Consolidated Groups (June 20, 2025) (PowerPoint slides)Stuart J. GoldringIntercompany Transaction Regulations: An Overview OutlineAndrew J. DubroffConsolidated Return Issues for Buyers and Sellers in M&A Transactions (June 1, 2025)Michael L. SchlerPresentation MaterialConsolidated ReturnsWilliam D. Alexander, Andrew J. Dubroff, William R. Pauls, Michael L. Schler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452281 452281 98 G3156 2:04:23 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452293?tCode=WTC5_RSS01 Private equity Corporate partnerships Tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkPrivate Equity: Buying and Selling Partnerships [01:15:10]This discussion will highlight common issues in passthrough deals that are important to private equity buyers and sellers (as well as their lawyers and accountants). After completing this session, participants will be able to:Structure rollovers, redemptions and leveraged distributionsIdentify the common issues to consider when evaluating a tax receivable agreementUnderstand the structural framework of exit transactions, including UP-C exitsDavid H. Schnabel, Eric B. SloanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gibson Dunn, Tax Update, Focus on QSBS Provisions in the One Big Beautiful Bill Act (July 15, 2025)Eric B. SloanGibson Dunn, Tax Update, The Retaliatory Tax Provision Included in the One Big Beautiful Bill Act Could Have Potentially Sweeping Consequences (June 18, 2025)Eric B. SloanPresentation MaterialPrivate Equity: Passthrough DealsDavid H. Schnabel, Eric B. Sloan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452293 452293 98 G3156 1:16:40 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452329?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkSelected Seller and Buyer Issues, Including Negotiating and Drafting Tax Provisions in Acquisition Agreements [01:15:35]This panel will explore the tax issues which should be addressed in acquisition agreements, including key risk allocation issues, indemnification issues, target’s tax elections and representation and warranty insurance. After completing this session, participants will be able to:Identify key risk allocation issuesNegotiate and draft provisions in acquisition agreementsRecommend the appropriate tax insurance, including representation and warranty insuranceKenneth H. Heitner, Jameson S. Lloyd, Kiran Sheffrin The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Shifting Tax Risks: Transactional Insurance Trends and RationaleDiana S. Doyle,Michael B. ZuckerShifting Tax Risks: Transactional Insurance Trends and RationaleDiana S. Doyle,Michael B. ZuckerPresentation MaterialSelected Seller and Buyer Issues, Including Negotiating and Drafting Tax Provisions in Acquisition AgreementsKenneth H. Heitner, Jameson S. Lloyd, Kiran Sheffrin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452329 452329 98 G3156 1:17:05 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452308?tCode=WTC5_RSS01 Mergers and acquisitions Tax Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkInteresting Corporate Transactions of the Past Year [01:02:17]This panel will review recent M&A transactions. After completing this session, participants will be able to:Assess the impact of recent legislative changes and related regulatory guidance on acquisition trends and structuresExplain creative transactional planning techniques used in recent transactionsEvaluate the potential impact of U.S. and international tax law and policy changes on transactional planning and acquisition structuresAndrew M. Eisenberg, Thomas A. Humphreys, Jennifer L. SabinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Interesting Transactions of the Year (2025): Tax Considerations in Structuring Acquisitions (August 12, 2025)Andrew M. EisenbergPresentation MaterialInteresting Corporate Transactions of the Past YearAndrew M. Eisenberg, Thomas A. Humphreys, Jennifer L. Sabin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452308 452308 98 G3156 1:03:47 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452296?tCode=WTC5_RSS01 Corporate restructuring Multinational corporations International tax Tax Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkRestructuring Multinational Groups [01:17:12]This session will discuss cross-border structuring issues and the impact of the global intangible low-taxed income (GILTI), foreign-derived intangible income (FDII), base erosion anti-abuse tax (BEAT), Section 163(j) and anti-hybrid rules, as well as pending legislative and international proposals, the location of third-party and intercompany financing arrangements, tangible and intangible asset ownership, and intercompany service and contract arrangements. After completing this session, participants will be able to:Create a foreign entity and financing structure that facilitates repatriation and use of tax attributesApply the international tax provisions, such as GILTI, FDII, BEAT, and 163(j), to compute U.S. taxable incomeUnderstand the impact of new legislation, regulations, and other guidance on group restructurings and other internal transactionsScott M. Levine, Caroline H. Ngo, Gary Scanlon, Eric B. SensenbrennerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:163(j) ExcerptDaniel M. McCallSec. 951 Amounts Included in Gross Income of United States ShareholdersDaniel M. McCallSec. 59A Tax on Base Erosion Payments of Taxpayers with Substantial Gross ReceiptsDaniel M. McCallSec. 951B Amounts Included in Gross Income of Foreign Controlled United States ShareholdersDaniel M. McCallPresentation MaterialRestructuring Multinational GroupsScott M. Levine, Mallory E. Mendrala, Caroline H. Ngo, Gary Scanlon, Eric B. Sensenbrenner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452296 452296 98 G3156 1:18:42 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452287?tCode=WTC5_RSS01 Debt restructuring Mergers and acquisitions Tax Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkCurrent Issues in Debt Structuring (and Restructuring) [01:00:49]This session will explore select current tax issues arising from liability management transactions — transactions that restructure an entity's outstanding indebtedness. After completing this session participants will be able to:Understand the competing tax characterizations of partial debt cancellation transactionsIdentify the types of deal term changes that can impact a characterization changeRecognize the ways cancellation of debt (COD) income interacts with the limitation on business interest expense of Section 163(j)Vadim Novik, Peter F.G. Schuur, Matthew A. Stevens The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Modifying Debt and Its Consequences (June 20, 2025)Stuart J. Goldring,Chayim D. NeubortPresentation MaterialIssues Related to Equity-Flavored Debt and to Debt WorkoutsVadim Novik, Peter F.G. Schuur, Matthew A. Stevens Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452287 452287 98 G3156 1:02:20 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452332?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkOverview of Tax Strategies in M&A [01:09:49]This discussion will focus on the effects of recent legislative proposals, and market developments, on deal structures. After completing this session, participants will be able to:Devise stock and asset sale strategies in light of recent legislative proposalsStructure deals in response to rate changesReact to recent IRS rule and no-rule policiesJessica A. HoughThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Excerpts From: Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations, and Restructurings–2022, General Overview and Strategies in Representing Sellers (June 8, 2022)Louis S. FreemanExcerpts From: Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations, and Restructurings–2022, General Overview and Strategies in Representing Sellers (June 8, 2022)Louis S. FreemanGibson Dunn, Tax Update, Tax Highlights on the One Big Beautiful Bill Act (July 4, 2025)Eric B. SloanGibson Dunn, Tax Update, Tax Highlights on the One Big Beautiful Bill Act (July 4, 2025)Eric B. SloanPresentation MaterialOverview and Strategies in Corporate TransactionsJessica A. Hough Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452332 452332 98 G3156 1:11:19 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452284?tCode=WTC5_RSS01 Corporate tax Tax SALT Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkState and Local Tax Issues in Corporate M&A Transactions & Tax Strategies for Financially Troubled Businesses and Other Loss Companies [01:47:25]State and Local Tax Issues in Corporate M&A Transactions This panel will examine the state and local tax issues that arise in corporate transactions and tax-free reorganizations. After completing this session, participants will be able to:Avoid common traps when evaluating whether a transaction is income “tax free” for state and local tax purposesReview stock and asset transactions to determine transfer tax liabilityList common state tax due diligence issuesTax Strategies for Financially Troubled Businesses and Other Loss Companies This session will explore the tax planning strategies available to troubled businesses and loss companies. After completing this session, participants will be able to:Understand the impact of section 382 on the treatment of net operating losses (“NOLs”), built-in gains/losses and income items/deductionsSummarize the impact of the CAMT on cancellation of debt (“COD”) income, bankrupt companies and workouts outside of bankruptcyExplain the three principal areas in which the recourse/nonrecourse distinction arises within the context of workoutsNY & WEB: Richard C. Call, Stuart J. Goldring, Jared L. Malman, Linda Z. SwartzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:State and Local Tax Issues in Corporate M&A Transactions (November 14, 2025)John A. Biek,David A. HughesPresentation MaterialState and Local Tax Issues in Corporate M&A TransactionsRichard C. Call, Jared L. Malman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452284 452284 98 G3156 1:50:08 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452323?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkCurrent Issues in M&A [01:00:30]This session will examine emerging issues and current trends in M&A transactions, including recent tax legislation. After completing this session, participants will be able to:Understand the significance of recent developmentsApply insights about these developments to their practiceCounsel clients about recent changes that could affect themWilliam D. Alexander, Peter C. Canellos, William DixonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gibson Dunn, Tax Update, Tax Highlights on the One Big Beautiful Bill Act (July 4, 2025)Eric B. SloanGibson Dunn, Tax Update, Tax Highlights on the One Big Beautiful Bill Act (July 4, 2025)Eric B. SloanComplicating Clean Energy: How the OBBBA’s New Foreign Entity Rules Might Affect M&A (July 2025)Maureen E. LinchComplicating Clean Energy: How the OBBBA’s New Foreign Entity Rules Might Affect M&A (July 2025)Maureen E. LinchGibson Dunn, Tax Update, Focus on Clean Energy Tax Provisions in the One Big Beautiful Bill Act (July 14, 2025)Eric B. SloanGibson Dunn, Tax Update, Focus on Clean Energy Tax Provisions in the One Big Beautiful Bill Act (July 14, 2025)Eric B. SloanRegs Stretch the Buyback Tax (July 15, 2024)Jasper L. CummingsRegs Stretch the Buyback Tax (July 15, 2024)Jasper L. CummingsPresentation MaterialCurrent Issues in M&AWilliam D. Alexander, Peter C. Canellos, William Dixon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452323 452323 98 G3156 1:02:01 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/452302?tCode=WTC5_RSS01 Tax accounting Mergers and acquisitions Tax planning and strategy Taken from the Web Program Recorded October 22 - 24, 2025 in New YorkTax Accounting Issues in Mergers and Acquisitions & Understanding and Managing Stock Basis and Earnings And Profits (“E&P”) [01:44:53]Tax Accounting Issues in Mergers and AcquisitionsThis discussion will focus on the tax accounting issues arising in taxable and tax-free acquisitions, dispositions and recapitalizations. After completing this session, participants will be able to:List additional due diligence questions to include in transactions involving the transfer of in process R&D, including the capitalized but unamortized costs associated with such assetsAdvise both buyers and sellers on accounting methods considerations in transactions, including deferred compensation, transaction costs, deferred revenue, and assumed liabilities.Consider the possibilities for recovery of previously capitalized transaction costs, and determine if such deductions are capital or ordinary deductionsUnderstanding and Managing Stock Basis and Earnings And Profits (“E&P”)This panel will review the evolving law related to stock basis and E&P of U.S. and foreign corporations in light of significant changes made by the 2017 Tax Act, the Inflation Reduction Act of 2022 (“IRA”) and potential further tax reform. After completing this session, participants will be able to:Calculate the value of basis and E&P in a post-IRA, post-2017 Tax Act worldEmploy planning techniques for optimizing attributes and avoiding pitfalls in business transactionsAssess the impact of the corporate alternative minimum tax (“CAMT”) on stock basis and E&P determinationsNY & WEB: Marc A. Countryman, Megan R. Fitzsimmons, Bryan Keith, Karen Gilbreath Sowell, Christine Turgeon, Gordon E. Warnke, Brady Plastaras (Invited) [Attorney, Office of the Associate Chief Counsel (International), Branch 4, Internal Revenue Service]The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tax Accounting Issues in Mergers and Acquisitions (July 2025) 2-Mary Duffy,Annette Ahlers,Bryan KeithManaging Tax Attributes from a Tax Accounting Perspective in M&A Transactions (July 23, 2025)George A. HaniPresentation MaterialTax Accounting Issues in Mergers and AcquisitionsMegan R. Fitzsimmons, Bryan D. Keith, Christine Turgeon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452302 452302 98 G3156 1:47:36 https://www.pli.edu/programs/hot-topics-in-electronic-discovery/451824?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Cybersecurity and data protection litigation Electronic discovery Taken from the Web Program Recorded October 21, 2025 in New YorkCritical Data Privacy and Cybersecurity Issues in eDiscovery [01:01:12]This panel will explore the evolving landscape of data privacy and cybersecurity laws, including how compressed notification timelines are driving change in incident response and data impact assessments. After completing this session, participants will be able to:Understand basic requirements of the leading statutes and regulations, and new proposed legislation governing data privacy and security for personally identifiable information, personal health information and other informationApply best practices for collection, processing, search, review and analysis of data from corporate employees in the EU and other jurisdictions with heightened data privacy protectionsGain insights from lessons learned from recent, high profile cybersecurity incidents at large companiesPanel Leader: Denise E. BackhouseSpeakers: Andrea L. D’Ambra, Seth Eichenholtz, Anya Korolyov Presentation MaterialCritical Data Privacy and Cybersecurity Issues in eDiscovery PowerPointDenise E. Backhouse, Andrea L. D'Ambra, Seth Eichenholtz, Anya KorolyovPaul Weiner, States with Most Robust or Recently Updated Data Breach Notification Statutes as of 2025 (July 2025) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451824 451824 98 G3009 1:01:12 https://www.pli.edu/programs/hot-topics-in-electronic-discovery/451830?tCode=WTC5_RSS01 Electronic discovery Electronic evidence Pre-trial procedure Generative AI Taken from the Web Program Recorded October 21, 2025 in New YorkEvidentiary Issues Presented by Generative AI [01:03:04]This panel will discuss the practical evidentiary issues around electronically stored information that is stored within and generated from Generative AI applications, including authenticity, admissibility and safeguarding against AI-generated deepfakes. After completing this session, participants will be able to:Identify evidentiary issues that are likely to arise more frequently in the coming years as use of Generative AI growsUnderstand emerging best practices for addressing evidentiary issuesImplement proactive strategies for minimizing evidentiary issues by laying the groundwork for admission during discoveryPanel Leader: Florence M. YeeSpeakers: Robert D. Keeling, Matthew Kelly, Judge Xavier RodriguezPresentation MaterialEvidentiary Issues Presented by Generative AI PowerPointFlorence M. YeeMaura R. Grossman & Hon. Paul W. Grimm (ret.), Judicial Approaches to Acknowledged and Unacknowledged AI- Generated Evidence, 26 Colum. Sci. & Tech. L. Rev. 110 (2025) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451830 451830 98 G3009 1:03:04 https://www.pli.edu/programs/hot-topics-in-electronic-discovery/451836?tCode=WTC5_RSS01 Electronic discovery Generative AI Taken from the Web Program Recorded October 21, 2025 in New YorkUsing Generative AI in eDiscovery [01:02:11]This panel will focus on the use of Generative AI in eDiscovery, including for relevancy determination, identification of privileged information and fact development. After completing this session, participants will be able to:Understand the potential use cases of Generative AI for eDiscovery, including early case assessment, relevancy determination, privilege identification and fact development.Gain a general familiarity with the available Generative AI tools and how to evaluate and select toolsWorkflows that can be implemented to improve efficiencies and reduce costs with Generative AIPanel Leader: John J. RosenthalSpeakers: Jessica Escalera, Alison A. Grounds, Tracey VinsonPresentation MaterialAshish Prasad, Generative Artificial Intelligence in Litigation (September 13, 2024)Using Generative AI in eDiscovery PowerPointJessica Escalera, Alison A. Grounds, John J. Rosenthal, Tracey Vinson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451836 451836 98 G3009 1:02:53 https://www.pli.edu/programs/hot-topics-in-electronic-discovery/451827?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Taken from the Web Program Recorded October 21, 2025 in New YorkEthics of Client Perspectives on eDiscovery [00:56:41]This panel will focus on ethical dimensions of meeting client expectations for achieving efficiencies, cost reduction and legal defensibility in eDiscovery. After completing this session, participants will be able to:Understand the ethical rules for protection of client information and how to comply with them in eDiscoveryUnderstand the ethical rules for cooperation and supervision of nonlawyers and how to comply with them in eDiscoveryImplement practical, collaborative strategies to avoid ethical issues and document compliance with ethical rulesCybersecurity, Privacy and Data Protection - Ethics credit in NY Panel Leader: Ashish Prasad Speakers: Laura Kibbe, Nicole Langston, Owen RussellPresentation MaterialAshish Prasad, Michael Sarlo, Anya Korolyov and Giel Stein, Data Mining and Breach Notification in Cyber Incident Responses (August 12, 2025)Ashish PrasadEthics of Client Perspectives on eDiscovery PowerPointAshish PrasadEthics of Client Perspectives on eDiscovery PowerPointAshish PrasadLauren Katz, A Balancing Act: Ethical Dilemmas In Retaining E-Discovery Consultants, 22 Geo. J. Legal Ethics 929 (Summer 2009)Paula Schaefer, Attorneys, Document Discovery, and Discipline, 30 Geo. J. Legal Ethics 1 (Winter 2017)Robin M. Hulshizer, Legal Ethics in E-Discovery: The Keys are Competency, Supervision, and Zealous Advocacy, American Law Institute, 22 No. 2 Prac. Litigator 7 (2011) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451827 451827 98 G3009 0:56:41 https://www.pli.edu/programs/hot-topics-in-electronic-discovery/451839?tCode=WTC5_RSS01 Corporate litigation Electronic discovery Technology-assisted review (Discovery) Technology litigation Generative AI Taken from the Web Program Recorded October 21, 2025 in New York2025 Case Law Update: Important Cases You Must Know About [01:03:19]This panel will discuss the developments in eDiscovery case law from 2025 that are of most importance to practitioners, with special reference to preservation, sanctions, technology assisted review (“TAR”), the adoption of Generative AI and privilege protection. After completing this session, participants will be able to:Understand legal requirements for counsel regarding preservation and sanctionsComprehend significant developments regarding TAR and Generative AIStay current on developments around the assertion of privilege, including logging practicesPanel Leader: Philip FavroSpeakers: Judge Andrew Peck, Hon. Michelle L. Peterson, Hon. Xavier RodriguezPresentation Material2025 Case Law Update: Important Cases You Must Know About PowerPointPhilip Favro, Judge Andrew J. Peck, Hon. Michelle L. Peterson, Hon. Xavier Rodriguez2025 ESI & eDiscovery Case Law (October 2025)Philip Favro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451839 451839 98 G3009 1:04:01 https://www.pli.edu/programs/hot-topics-in-electronic-discovery/451833?tCode=WTC5_RSS01 Data preservation and storage Electronic discovery Technology-assisted review (Discovery) Pre-trial procedure Technology in law practice Taken from the Web Program Recorded October 21, 2025 in New YorkeDiscovery Challenges Presented by Newer Data Sources [01:00:34]This panel will focus on significant technical issues in eDiscovery that present challenges to clients, including the preservation, collection, review and production from cloud-based sources; the ever-expanding use of collaboration platforms and applications; and mobile data and off-channel communications. After completing this session, participants will be able to:Implement best practices for the preservation and collection of data from Microsoft Office 365 and Google SuiteUnderstand basic technical features of Slack and Google Chat and address them in eDiscoveryApply strategies to limit scope and production of data from WhatsAPP and SignalPanel Leader: Daniel L. Regard Speakers: Corey Lee, Paul McVoyPresentation MaterialeDiscovery Challenges Presented by Newer Data Sources PowerPointEthan Hastert, Anthony Pastore & Johnson Tyler, The Next Generation of ESI: Social Media, Web-based Collaboration Applications, Cloud Computing, and Mobile Technologies, Practising Law Institute, Electronic Discovery Desktop (June 2024) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451833 451833 98 G3009 1:01:16 https://www.pli.edu/programs/think-like-a-lawyer-talk-like-a-geek-get-fluent-in-technology/451846?tCode=WTC5_RSS01 Cybersecurity and data protection Intellectual property Technology Taken from the Web Program Recorded October 21, 2025 in New YorkWhat Are Dark Patterns and How Are They Being Used to Manipulate On-line Consumer Behavior [00:59:36]Companies seeking a competitive advantage for their businesses online may be using "Dark Patterns" (deliberately deceptive design that trick users) and deepfakes (AI-generated video, audio or images that impersonate a person) to influence user behavior without full consideration of their reputational, regulatory and legal risks. Regulators have warned against exploiting cognitive and psychological triggers to create a deceptive online environment for consumers. This session will explore how Dark Patterns and deepfakes have been used and applicable regulatory and legal landscape governing that use. After completing this session, participants will have a greater understanding of:            What are Deepfakes and Dark Patterns and how are they being used to influence consumers?How have US and foreign legislation, such as the EU’s Digital Services Act, attempted to address these uses?What harm, if any, can result from such uses, both to users and companies?Practical considerations for counseling clients in this areaAnna Mercado Clark, Marc Roth The purchase price of this Web Program segment includes the following article from the Course Handbook available online:California Privacy Protection Agency, Enforcement Division, Enforcement Advisory No. 2024-02, Avoiding Dark Patterns: Clear and Understandable Language, Symmetry in Choice (September 4, 2024), available at: https://cppa.ca.gov/pdf/enfadvisory202402.pdfAnna Mercado Clark,Marc RothInformation Commissioner’s Office, ICO and CMA: Harmful Online Design Encourages Consumers to Hand Over Personal Information (August 9, 2023), available at: https://ico.org.uk/about-the-ico/media-centre/news-and-blogs/2023/08/ico-and-cmaharmful-online-design-encourages-consumers-tohand-over-personal-information/Anna Mercado Clark,Marc RothFederal Trade Commission, Bureau of Consumer Protection, Staff Report, Bringing Dark Patterns to Light (September 2022), available at: https://www.ftc.gov/reports/bringing-dark-patterns-lightAnna Mercado Clark,Marc RothDEEPFAKES Accountability Act, H.R. 5586, 118th Cong. (September 2023)Anna Mercado Clark,Marc RothPresentation MaterialDark Patterns and DeepfakesAnna Mercado Clark, Marc RothA Comparative Study of Dark Patterns Across Mobile and Wed ModalitiesMarc Roth Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451846 451846 98 G3246 0:59:36 https://www.pli.edu/programs/think-like-a-lawyer-talk-like-a-geek-get-fluent-in-technology/451843?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Legal technology Artificial intelligence Taken from the Web Program Recorded October 21, 2025 in New YorkLegal Ethics in the Age of Artificial Intelligence [01:02:00]This session will discuss why AI applications are creating new ethical issues for lawyers and law firms. After completing this session, participants will have a greater understanding of the legal ethics rules and issues implicated by the following:What are the ethical risks in relying on AI to conduct legal research?Should you trust AI to draft a brief?Who is responsible if the AI application makes a mistake?What are the most recent ethics opinions regarding the use of AI applications?Can I charge a client standard hourly rates even if AI makes my actual work time shorter?Must I tell a judge that I used AI in preparing motion papers?Do I have an increased ethical duty to supervise associates who are using AI tools?Peter Brown (Panel Leader), Steven A. Delchin, Hilary P. Gerzhoy The purchase price of this Web Program segment includes the following article from the Course Handbook available online:AI Ethics: What Lawyers Need to Know (August 2025)Steven A. Delchin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451843 451843 98 G3246 1:02:00 https://www.pli.edu/programs/think-like-a-lawyer-talk-like-a-geek-get-fluent-in-technology/451849?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology Taken from the Web Program Recorded October 21, 2025 in New YorkIn-House Counsel Discuss the Impact of Privacy Legislation on Domestic and International Businesses [01:01:31]As individuals recognize the increasing risks to their personal privacy from data collected on the Internet, state legislatures have aggressively filled the void left by the lack of federal legislation. State laws attempt to protect individuals from the collection of personal, financial, biometric, health and children’s data. Compliance with this constantly changing landscape of rules and regulations is a constant concern of in-house counsel. International corporations face a myriad of additional challenges in compliance with the often stricter foreign privacy standards. After completing this session, participants will have a greater understanding of:How is protection of children driving state privacy legislation?What are the trends in facial recognition and biometric legislation?What were the developments in state privacy legislation?How has California worked to define privacy rights?How to build a globally compliant programWhat are the trends in EU enforcement of the GDPR and types of companies are at greatest risk?CCB CEU Credit for Compliance Certification Board Professionals  Tracy Pulito (Panel Leader), Diana Balan, Tiffany Hartkemeyer, Joe Rosner Presentation MaterialIn-House Counsel Discuss the Impact of Privacy Legislation on Domestic and International BusinessesDiana Balan, Tiffany Hartkemeyer, Tracy Pulito, Joe RosnerAdditional ResourcesTracy PulitoNIST Privacy Framework 1.1 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451849 451849 98 G3246 1:01:31 https://www.pli.edu/programs/think-like-a-lawyer-talk-like-a-geek-get-fluent-in-technology/451855?tCode=WTC5_RSS01 Intellectual property Contract drafting and negotiation Technology Artificial intelligence Taken from the Web Program Recorded October 21, 2025 in New YorkCritical Issues in Contracting for AI Services [01:02:56]This session will provide practical guidance in identifying the key issues in negotiating contracts for AI applications for your clients and your legal practice. After completing this session, participants will have a greater understanding of:What are the most common types of AI business applications clients are implementing?How does the contracting for AI services process fit into the AI governance process?What critical contract terms should be in every AI services contract?Ellen Goldberg, Benjamin Kabak, Sonal MehtaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample AI Contract ProvisionsBenjamin KabakPresentation MaterialCritical Issues in Contracting for AI ServicesEllen Goldberg, Benjamin Kabak, Sonal Mehta Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451855 451855 98 G3246 1:03:38 https://www.pli.edu/programs/think-like-a-lawyer-talk-like-a-geek-get-fluent-in-technology/451852?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Intellectual property Technology Taken from the Web Program Recorded October 21, 2025 in New YorkThe Human Brain: The Last Frontier of Privacy [01:00:54]Neurotechnology is rapidly moving from the lab into everyday life, creating a new and highly sensitive category of data: “neural data.” But how should this category of data be defined? With states like Colorado, California, and Montana enacting new laws, and more on the way, the legal landscape is changing fast. This forward-thinking session will review the current state of neurotechnology, the nascent body of laws, perspectives on the definitions of “neural data” under these laws, and the potential legal avenues of protecting every individual’s most personal information and thoughts. After completing this session, participants will have a greater understanding of:              Neurotechnologies that read data from the human brain, and related devices that detect downstream muscle signalsPotential use cases of this technologyWhat do current laws require?What would pending legislation require?What kinds of legal requirements are on the horizon?Kristen J. Mathews, Daniel NadelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cooley LLP, Montana on the Brain: A Bold Step for Neural Privacy (May 13, 2025)Kristen J. MathewsCooley LLP, Wave of State Legislation Targets Mental Privacy and Neural Data (May 13, 2025)Kristen J. MathewsCooley LLP, Unlocking Neural Privacy: The Legal and Ethical Frontiers of Neural Data (March 13, 2025)Kristen J. MathewsPresentation MaterialThe Human Brain: The Last Frontier of PrivacyKristen J. Mathews, Daniel NadelComparing New Neural Data Privacy Laws in 4 StatesKristen J. MathewsMind matters: Shaping the future of privacy in the age of neurotechnologyKristen J. Mathews Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451852 451852 98 G3246 1:01:36 https://www.pli.edu/programs/think-like-a-lawyer-talk-like-a-geek-get-fluent-in-technology/451858?tCode=WTC5_RSS01 Legal technology Legal services outsourcing and management Technology in law practice Artificial intelligence Taken from the Web Program Recorded October 21, 2025 in New YorkEnhancing Your Legal Practice by Implementing AI [01:01:13]This session will explore the ever-increasing array of AI tools that can aid lawyers in their daily practice while making them more effective. After completing this session, participants will have a greater understanding of:What are the AI tools being offered to lawyers, law firms, and corporate legal departments?What are the standards to evaluate emerging legal AI tools?How to determine which AI applications are best for you and your practice group?Are there professional risks in using AI applications?Wendy Butler Curtis, Christine H. Dauchez, John B. Koss The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Thomson Reuters, Future of Professionals Report 2025, Strategic AI Adoption: Unlocking Innovation and Maximizing ReturnsWendy Butler CurtisPresentation MaterialEnhancing Your Legal Practice by Implementing AIWendy Butler Curtis, Christine H. Dauchez, John B. KossThe Sedona Canada Primer on Artificial Intelligence and the Practice of LawJohn B. Koss Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451858 451858 98 G3246 1:01:55 https://www.pli.edu/programs/hedge-fund-management/451773?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Hedge funds Taken from the Web Program Recorded October 20, 2025 in New YorkRecent SEC Rulemaking and Impact on Hedge Funds – Predictions for the Coming Term [01:17:21]This panel will provide an overview of newly implemented rules by the SEC and how they apply to hedge funds. After completing this session, participants will be able to:Understand predictions for expected rulemaking and enforcement trends in the coming termAddress the impact of SEC’s repeal of certain proposed rules and rules yet to take effectUnderstand the SEC’s proposed rules on predictive data analyticsUnderstand the impact of new SEC leadership changes on advisers’ approach to complianceDiscuss recent SEC enforcement actions impacting hedge fund managers Jeffrey O. Himstreet, Ira Kustin, Suzan Rose, Jackie YeciesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Managed Funds Association, Blog Post, 2025 Fed Stress Test: Private Credit and Hedge Funds Are Not a Systemic Risk (July 16, 2025)Jeffrey O. HimstreetU.S. Securities and Exchange Commission, Final Rule: Conflicts of Interest Associated with the Use of Predictive Data Analytics by Broker-Dealers and Investment Advisers, 90 Fed. Reg. 25531, No. 115 (June 17, 2025)Ira KustinAkin, Alert, SEC and CFTC Again Extend Compliance Deadline for Form PF Amendments (June 12, 2025)Ira KustinPresentation MaterialCourse Materials: FinCENAkinCourse Materials: “Under the Wire” E-Comms SettlementsAkinCourse Materials: Atkins-Led SEC Brings First Enforcement ActionAkinCourse Materials: Atkins-Led SEC Recognizes That Conflicts of Interest Must Be 'Material' in Complaint Alleging Fraud and Breaches of Fiduciary Duties by Investment AdviserAkinCourse Materials: FinCENAkinCourse Materials: FinCENAkinCourse Materials: SEC Again Extends Compliance DeadlineAkinCourse Materials: SEC Allows State-Chartered Trust Companies to Serve as Crypto CustodiansAkinSegment PowerPoint: SEC Rulemaking and Impact on Hedge FundsJeffrey O. Himstreet, Ira Kustin, Suzan Rose, Jackie Yecies Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451773 451773 98 G3069 1:17:21 https://www.pli.edu/programs/hedge-fund-management/451777?tCode=WTC5_RSS01 Investment fund management Hedge funds Taken from the Web Program Recorded October 20, 2025 in New YorkTrends in Hedge Fund Structuring and Terms [01:16:38]This panel will provide a basic overview of terms for hedge funds. After completing this session, participants will be able to:Identify common domestic and offshore structuresAssess trends in hedge fund terms, such as hybrid structures, and accommodating illiquid assetsPrepare for common investor requests, like side letters and special accommodationsBetter understand tax structuring as it relates to hedge fundsIra Kustin, Neal Lomax, John Schrier, Jaydip SenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mutual Funds in the Cayman Islands (September 2024)Neal LomaxGuide on CFTC Exemption 4.13(a)(3)Ira KustinPresentation MaterialCourse Materials: Comparison of Hedge Fund and Private Equity Fund TermsAkinCourse Materials: Exemption 4.13aIra KustinCourse Materials: Master Feeder ChartIra KustinSegment PowerPoint: Trends in Hedge Fund Structuring and TermsIra Kustin, Neal Lomax, John Schrier, Jaydip Sen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451777 451777 98 G3069 1:16:39 https://www.pli.edu/programs/hedge-fund-management/451775?tCode=WTC5_RSS01 Investment advisers Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Hedge funds Taken from the Web Program Recorded October 20, 2025 in New York2025 Regulatory Overview: Regulatory and Compliance Topics for Hedge Fund Managers [01:16:14]This panel will discuss the regulatory developments of the past year and the most common issues encountered by hedge fund managers. After completing this session, participants will be able to:Better understand the Adviser Act registration requirements and exemptionsGain insight into the Cayman Islands regulatory issues of importanceAssess UK and EU issues such asArticle 8 and 9 SFDR complianceAIFMD updatesLocal trading requirements in EU jurisdictionsUnderstand challenges to fund administration in the current regulatory environmentNavigate labor and employment issues, like enforceability of non-compete provisionsRobert Ansell, Wendy Beer, Catriona Cole, Pete Galloway, Alex Howard, Ira KustinThe 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, 2025 Examination Priorities Report (2025)Ira KustinMatheson, Developments Impacting the Supervision of Investment Funds (April 2025)Catriona ColeAkin, Alert, SEC Withdraws Several Gensler-Era Rule Proposals Impacting Investment Managers (June 13, 2025)Ira KustinPresentation MaterialCourse Materials: Cayman Regulatory UpdateMourantCourse Materials: Developments Impacting the Supervision of Investment FundsMathesonCourse Materials: Regulatory Update Cayman Q3 2025MourantCourse Materials:Ireland AIF RegimeCatriona Cole, MathesonSegment PowerPoint: Regulatory and Compliance Topics for Hedge Fund ManagersRobert Ansell, Wendy Beer, Catriona Cole, Pete Galloway, Alex Howard, Ira Kustin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451775 451775 98 G3069 1:16:15 https://www.pli.edu/programs/hedge-fund-management/451769?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Hedge funds Taken from the Web Program Recorded October 20, 2025 in New YorkHedge Fund In-House Counsel Round Table [01:16:13]This panel will address issues of day-to-day concern for hedge fund in-house counsel. After completing this session, participants will be able to:Identify key issues that in-house counsel wishes their outside counsel were aware ofExtrapolate lessons to prepare for an SEC examinationAssess recent compliance and regulatory concerns from the insideBetter understand risk management issues for hedge fundsAnticipate ethical and conflict issues when dealing with the business teamBenefit from in-house counsel’s “war stories” in order to avoid similar issues in the futureCFE Field of Study: Fraud Dominick Cromartie, Leon Hirth, Ira Kustin, Tara McCarthy The purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Chairman Paul S. Atkins, Speech, American Leadership in the Digital Financial Revolution, Washington, D.C. (July 31, 2025)Ira KustinAkin, Alert, SEC Staff Announces Reversal of Policy Limiting Retail Access to Registered Funds of Funds (August 19, 2025)Ira KustinPresentation MaterialSegment PowerPoint: Hedge Fund In-House Counsel Round TableDominick Cromartie, Leon Hirth, Ira Kustin, Tara McCarthy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451769 451769 98 G3069 1:16:13 https://www.pli.edu/programs/hedge-fund-management/451771?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias Diversity, inclusion, and elimination of bias in law practice Hedge funds Taken from the Web Program Recorded October 20, 2025 in New YorkDemographics, Inclusion and Performance in the Alternative Asset Industry [01:14:19]This panel will discuss the shifting focus on diversity and inclusion in the alternative investment profession. After completing this session, participants will be able to:Understand the increasingly complicated and potentially conflicting views of diversity in the alternative asset spaceHave a grasp of key facts and figures regarding the demographics of our industryDiscuss the impact of structural and institutional biases in the legal profession as it pertains to the investment fund industryGain familiarity with shifting views of institutional investors in private fundsBetter understand the importance of recognizing perceived bias by reviewing data on diversity and inclusion in alternative asset managementImprove their communications, whether speaking to clients or colleagues, within the investment funds industry so as to be more inclusive and serve as better alliesPete Galloway, Hallie Label, Ira Kustin, Laura T. Schnaidt, Jenna Bussman-WiseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Theories on How to Outperform the Historical Lack of Diversity in Funds (August 12, 2022)Laura T. SchnaidtU.S. Securities and Exchange Commission, Asset Management Advisory Committee, Report and Recommendations on Diversity and Inclusion in the Asset Management Industry (July 7, 2021)Ira KustinPresentation MaterialCourse Materials: Lawyers’ Committee Sues TrumpLawyers' CommitteeSegment PowerPoint: Demographics, Inclusion and Performance in the Alternative Asset IndustryJenna Bussman-Wise, Pete Galloway, Ira Kustin, Hallie Label, Laura T. Schnaidt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451771 451771 98 G3069 1:14:19 https://www.pli.edu/programs/intellectual-property-law-institute/451800?tCode=WTC5_RSS01 Intellectual property Trade secrets Damages (Litigation) Trade secret dispute litigation Artificial intelligence Taken from the Web Program Recorded October 20 - 21, 2025 in San FranciscoHow the Latest Developments in Trade Secrets Law Will Affect Your Business [01:00:35]After completing this session, attendees will be able to:Identify and manage trade secrets as strategic assets—in and out of litigationDesign reasonable measures and better contracts to protect and share trade secrets Understand risks and opportunities artificial intelligence can present to your organization Learn from damages awards and do over (and overs).Find the solutions your dispute needs and frame tailored remedies for misappropriation James Pooley  The purchase price of this Web Program segment includes the following article from the Course Handbook available online:A Trade Secret Update 2025: More Than Ever, Details Matter (July 1, 2025)Victoria A. CundiffPresentation MaterialSegment PPT: How the Latest Developments in Trade Secrets Law Will Affect Your BusinessJames Pooley Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451800 451800 98 G3057 1:01:17 https://www.pli.edu/programs/intellectual-property-law-institute/451788?tCode=WTC5_RSS01 Cybersecurity and data protection Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Conflicts of interest Intellectual property Taken from the Web Program Recorded October 20 - 21, 2025 in San FranciscoEthics Update for the IP Lawyer [01:02:39]After completing this session, attendees will be able to:Analyze conflicts and the need for robust conflict checking systems regarding present and former clients and prosecution subject matter as well as risks of joint representation Describe waivers, waivers of future conflicts in engagement letters and client guidelines and their impact on opinion practice Appreciate the duty of candor issues in filings and testimony and the possible interplay with inequitable conduct Diagnose ethics and discovery pitfalls, electronic or otherwise  Appreciate the effect of mistakes by lawyers, mistaken assumptions by lawyers and the risk of malpractice or other liability encountered in IP practice, including firm policy on opinions Understand the cyber world and practicing remotely in the age of COVID-19 and its aftermath – ethical considerationsUnderstand the importance of client identity issues in IP practiceEmil J. AliThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:James B. Kobak, Jr., James Klaiber and Jeanine Cryan, Current Ethics Issues for Intellectual Property Lawyers (2025)James B. KobakPresentation MaterialSegment PPT: Ethics Update for the IP LawyerEmil J. Ali Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451788 451788 98 G3057 1:03:21 https://www.pli.edu/programs/intellectual-property-law-institute/451809?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) International IP transactions Intellectual property licensing License terms (Intellectual property) Taken from the Web Program Recorded October 20 - 21, 2025 in San FranciscoIP Licensing in the U.S, E.U, and India [01:29:10]Licensing in IndiaAssess comparative review of (and recent developments in) IP laws of India and how differences affect specific license provisionsDetermine common "gotchas" in cross-border licensing arrangementsReview governing law, arbitration and other similar enforcement issues in the context of cross-border licensing arrangementsAnalyze specific issues that arise in licensing to joint ventures in IndiaUnderstand practical measures to protect your IP in IndiaLicensing in the U.S.Appreciate the biggest mistake in licensing and how to avoid itUnderstand the risks of big data licensingMaximize revenue in licensingDetermine how to limit the risks from indemnificationLicensing in the EUUnderstand how to approach cross-border licensing of IPHow is the business culture different between the U.S. and Europe?US v EU differences in IP rightsDeal with specific issues that impact licenses with foreign entitiesLanguage requirementsRegistration or notSublicensingCompetition issuesAssess drafting considerations related to protection and enforcementWarrantiesGoverning lawEnforceabilityCharan J. Sandhu, Mark S. Holmes, Laura BertonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Current Issues in India IP LicensingSarah Schwarz,Sneha Jain,Victor Vaibhav Tandon,Charan J. SandhuLicense Negotiations, Ch. 16, Practising Law Institute, Patent Licensing and Selling: Strategy, Negotiation, Forms (2nd Edition) (January 2025)Mark S. HolmesTechnology License Agreements, Ch. 20, Practising Law Institute, Patent Licensing and Selling: Strategy, Negotiation, Forms (2nd Edition) (January 2025)Mark S. HolmesLegal Issues for Data Professionals: A New Data Licensing Model (December 20, 2023)William A. TanenbaumLegal Issues for Data Professionals: AI Creates Hidden Data and IP Legal Problems (March 20, 2024)William A. TanenbaumLegal Issues for Data Professionals: Current Leading U.S. AI Laws (September 18, 2024)William A. TanenbaumLegal Issues for Data Professionals: Pros and Cons of AI in Healthcare (Part 1) (June 19, 2024)William A. TanenbaumPresentation MaterialSegment PPT: IP Licensing in the U.S, E.U, and IndiaLaura BertonSegment PPT: IP Licensing in the U.S, E.U, and IndiaMark S. HolmesSegment PPT: IP Licensing in the U.S, E.U, and IndiaCharan J. Sandhu Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451809 451809 98 G3057 1:29:52 https://www.pli.edu/programs/intellectual-property-law-institute/451806?tCode=WTC5_RSS01 Music Intellectual property Copyright Fair use Taken from the Web Program Recorded October 20 - 21, 2025 in San FranciscoCopyright Law – New Developments and Trends [01:30:37]After completing this session, attendees will gain insight into and be able to:Music Rights Deep DiveMusic rights 101 — who owns what?How are music streaming royalty rates determined?Recent developments, including:Streaming service royalty rate-setting updatesUS Copyright Office Notice of Inquiry to PROsFair Use DevelopmentsChanges in the fair use analysis after WarholIs fair use for the judge or the jury?Recent casesFair use arguments in the context of AICopyright UpdateMore Music Copyright IssuesEmbedded IdentifiersJurisdictional issuesDamages issuesBritt Lovejoy, Jon Moskin, William Sloan CoatsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:A Luddite’s Dilemma: Will Artificial Intelligence Transform or Overwhelm Copyright Fair Use, Already the Most Troublesome Copyright DoctrineJonathan E. MoskinWilliam Sloan Coats and Devin R. Coats, Copyright Update 2025William Sloan CoatsPresentation MaterialSegment PPT: Copyright Law – New Developments and TrendsWilliam Sloan CoatsSegment PPT: Copyright Law – New Developments and TrendsJonathan E. MoskinSegment PPT: Copyright Law – New Developments and TrendsBritt Lovejoy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451806 451806 98 G3057 1:31:19 https://www.pli.edu/programs/intellectual-property-law-institute/451812?tCode=WTC5_RSS01 Intellectual property Trademarks Patents Appeals Appellate courts Taken from the Web Program Recorded October 20 - 21, 2025 in San FranciscoHot Topics in Patent Law [01:32:00]Unified Patent Court One Year In – How To Optimize An EU/USA StrategySecond Year UPC Update --First Instance Court and Central Division Key DevelopmentsSecond Instance Court HighlightsValidity Challenges in the UPCRole of EPO Oppositions and National Validity ChallengesLeveraging USPTO PTAB and CRU Proceedings in the UPCCross Border Validity Challenge Predictions for 2026Patent DamagesEn banc decision in EcoFactor v. GoogleAbuse of discretion or legal error – what import?Scope of case – majority versus dissent perspectiveImportance of licenses to third parties as comparableFederal Circuit damages trends and tea leavesCAFC Patent Law Developments and UpdatesAnalyze major developments in appeals from district court casesAnalyze major developments in appeals from the USPTORecognize and address trends in CAFC precedent, procedure, and process over 2024-25Robert Greene Sterne, Meredith Addy, Kenneth AdamoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hot Topics in Patent Law: CAFC Patent Law Developments and UpdatesKenneth R. AdamoRobert Greene Sterne, et al., Hot Topics in Patent Law (July 2025)David Bender,Robert P. TaylorPresentation MaterialSegment PPT: Hot Topics in Patent LawKenneth R. AdamoSegment PPT: Hot Topics in Patent LawRobert Greene SterneSegment PPT: Hot Topics in Patent LawMeredith Martin Addy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451812 451812 98 G3057 1:32:42 https://www.pli.edu/programs/intellectual-property-law-institute/451791?tCode=WTC5_RSS01 Intellectual property Patents Obviousness Patent claims Patent litigation Taken from the Web Program Recorded October 20 - 21, 2025 in San FranciscoObviousness: Legal Outcomes That Are Formed in the Eye of the Beholder [01:00:50]Attendees will learn about:Fundamental basis for Section 103 and the need for boundariesHindsight tendencies are difficult to counter without the T-S-M testPTAB's expansion of obviousness as the basis for cancellation of patent claims                                                   KSR and the abandonment of boundariesRobert P. Taylor The purchase price of this Web Program segment includes the following article from the Course Handbook available online:KSR, Hindsight, and Judges Skilled in the Prior Art: The “Flexible” Approach to Section 103 ObviousnessRobert P. TaylorPresentation MaterialSegment PPT: Obviousness: Legal Outcomes That Are Formed in the Eye of the BeholderRobert P. Taylor Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451791 451791 98 G3057 1:01:32 https://www.pli.edu/programs/intellectual-property-law-institute/451794?tCode=WTC5_RSS01 In-house counsel (Ethics and professional responsibility) Intellectual property Intellectual property licensing IP monetization Life sciences Taken from the Web Program Recorded October 20 - 21, 2025 in San FranciscoThe Implications of Intellectual Property Issues for Corporate Counsel [01:29:04]Attendees will hear about:IP issues facing pharma, biotech and medical device developmentIP contribution to enterprise value: matching the scope and cost of IP protection to actual commercial valueRecent changes to IP (and related) legislation and ramifications, especially for university and industry collaborationsShifts in government’s approach to IP policy in the new Administration and how these may impact IP strategies in multiple industriesIP protection strategies for a newly emerging private space industryImportance of patents to venture capital investing in strategically important industriesShifts in PTO management of PTABRobert P. Taylor (Panel Leader); Eb Bright, Laura Peter, Bridget Smith, Suzanne Harrison, Gregory ZinklThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Impact of Google v. Oracle on the Financial Services Industry, Wall Street Lawyer, Vol. 25, Issue 8 (August 2021)Joel WolfsonSuzanne Harrison and Bowman Heiden, Improving Diversity and Inclusivity Measurements: A Competitiveness Perspective (September 1, 2024)Suzanne HarrisonJeanne Suchodolski, Suzanne Harrison and Bowman Heiden, Innovation Warfare,  22 N.C.J.L. & Tech. 175, Vol. 22, Issue 2, Article 4 (December 1, 2020)Jeanne Suchodolski,Bowman Heiden,Suzanne HarrisonPresentation MaterialSegment PPT: The Implications of Intellectual Property Issues for Corporate CounselSuzanne Harrison Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451794 451794 98 G3057 1:29:46 https://www.pli.edu/programs/intellectual-property-law-institute/451803?tCode=WTC5_RSS01 Communications and telecommunications Internet service providers Intellectual property Regulation, compliance, and enforcement (Intellectual property) Online platforms Taken from the Web Program Recorded October 20 - 21, 2025 in San FranciscoCommunications Decency Act Section 230: Judicial & Legislative Developments [01:00:10]After completing this session, attendees will be able to: Understand Online Platform Regulation of and Responsibility for Third Party ContentDifferentiate between Content Publication vs. Content Distribution under Compuserve and Stratton OakmountAssess the Effect of Subscriber Content Moderation Policies on ISP ImmunityBalance First Amendment Rights and Subscriber Disinformation InterestsAnalyze SESTA, FOSTA, and other “Exceptions” to Section 230 ProtectionConsider the impact of the Supreme Court decisions in Gonzalez v. Google and NetChoice v. PaxtonCompare the CDA with Article 14 of the EU e-Commerce DirectiveLateef Mtima The purchase price of this Web Program segment includes the following article from the Course Handbook available online:ISP Immunity for Third Party Content: Section 230 of the Community Decency ActLateef MtimaPresentation MaterialSegment PPT: Communications Decency Act Section 230: Judicial & Legislative DevelopmentsLateef Mtima Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451803 451803 98 G3057 1:00:52 https://www.pli.edu/programs/intellectual-property-law-institute/451797?tCode=WTC5_RSS01 First Amendment Trademarks Likelihood of confusion Trademark litigation Artificial intelligence Taken from the Web Program Recorded October 20 - 21, 2025 in San FranciscoTrademark Overview – Hot Topics and Current Trends [01:30:24]Challenges with “Likelihood of Confusion”Is there a split in the circuits regarding courts’ analysis of the confusion factors? [Petitions for Cert. [RiseandShine Corp. v. PepsiCo, Inc. and Relish Labs LLC v. Grubhub Inc.]Summary of Litigation addressing “Dupes”Intent & PresumptionsUpdate on Parody / First Amendment Cases Post-Jack Daniels SCOTUS DecisionJack Daniels Remand – Where are we now that the district court found dilution but not infringementOther decisions addressing First Amendment / Lanham Act Interaction such as Metabirkins 2d Circuit Decision [or review the argument/briefing if still no decision]How AI is affecting the practice of TM lawAI used to create fake cease and desist lettersAI assisting with TM clearanceAI as evidence: surveys, similarity, confusion, relatedness, secondary meaning, and fame?Kathleen McCarthy, Bobby Ghajar, Mark SommersThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Trademark Breakout Session: Challenges with Proving “Likelihood of Confusion” (July 20, 2025)Kathleen E. McCarthyPresentation MaterialSegment PPT: Trademark Overview – Hot Topics and Current TrendsBobby GhajarSegment PPT: Trademark Overview – Hot Topics and Current TrendsKathleen E. McCarthySegment PPT: Trademark Overview – Hot Topics and Current TrendsMark S. Sommers Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451797 451797 98 G3057 1:31:06 https://www.pli.edu/programs/intellectual-property-law-institute/451815?tCode=WTC5_RSS01 Intellectual property Patents Patentability Patent litigation Taken from the Web Program Recorded October 20 - 21, 2025 in San FranciscoSection 101 Developments – Patentable Inventions [01:00:51]This session will provide answers to pressing eligibility questions, including: Understanding of the historical language and interpretation Section 101 as indicative of the current state of Section 101 jurisprudenceDetailed review of the application of patent subject matter eligibility in the US based on Supreme Court precedence (Alice/Mayo)Detailed review of the current state of Section 101 application at the USPTO based on the 2019 Revised Patent Subject Matter Eligibility GuidanceUnderstanding the proposed Patent Eligibility Restoration Act of 2025Touch on issues at the intersection of Section 101 and emerging technologiesMauricio UribeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Section 101 Developments and Legislative Activity: An Opportunity for Certainty in an Uncertain WorldMauricio A. UribePresentation MaterialSegment PPT: Section 101 Developments – Patentable InventionsMauricio A. Uribe Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451815 451815 98 G3057 1:01:33 https://www.pli.edu/programs/intellectual-property-law-institute/451821?tCode=WTC5_RSS01 Targeted advertising Digital privacy (Constitutional law) Information privacy (Cybersecurity and data protection) Intellectual property Artificial intelligence Taken from the Web Program Recorded October 20 - 21, 2025 in San FranciscoPrivacy 2025 What’s All the Noise About? [01:01:21]Attendees will gain insight into:New federal restrictions on export of personal data from the USPrivacy aspects of AI developmentsThe California universal data deletion mechanism requirementRecent FTC efforts to protect geolocation dataThe recently enacted federal “Take It Down Act,” which defines new crimes for posting nonconsensual intimate visual depictions of identifiable individuals, and establishes procedures for their removalThe ongoing saga of the EU’s “Consent or Pay” approach to targeted advertisingPush-back against the EU’s prevailing “zero-risk” approach to privacyThe EU trend toward permitting US-style class actions in the privacy arenaDavid Bender  The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Privacy 2025—What’s All the Noise About?David BenderPresentation MaterialSegment PPT: Privacy 2025 What’s All the Noise About?David Bender Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451821 451821 98 G3057 1:02:03 https://www.pli.edu/programs/intellectual-property-law-institute/451818?tCode=WTC5_RSS01 Intellectual property licensing Copyright Patent litigation Artificial intelligence Taken from the Web Program Recorded October 20 - 21, 2025 in San FranciscoIntellectual Property Aspects of Artificial Intelligence [00:59:54]Attendees will be able to learn updated information about the following topics:Copyright and AI, including the status of the fair use defense and an update on significant litigation (including the New York Times lawsuit against OpenAI and Microsoft) and licensing activities Patent and AI, including the potential strategic importance of patents on innovations that address the challenges of AI power, water and pollution costs Trade Secrets and AI – recognizing the value of high-quality or otherwise specialized data and content (including off-line content) that can be used for pre-processing, pre-training and training AI as well as for quality control due to systemic AI errors Sayoko Blodgett-FordThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:From Myth to Metrics: Communities Can Leverage the Real Costs of Generative AI When Negotiating for Data Centres, Organisation for Economic Co-Operation and Development (OECD) (May 7, 2025), available at: https://oecd.ai/en/wonk/from-myth-to-metrics-real-costs-of-generative-aiSayoko Blodgett-FordUnited States Copyright Office, Copyright and Artificial Intelligence, Part 3: Generative AI Training (May 2025)Sayoko Blodgett-FordThe New York Times Co. v. Microsoft Corp., No. 1:23-cv-11195-SHS-OTW (S.D.N.Y. 2025)Sayoko Blodgett-FordSecond Amended Complaint, The New York Times Co. v. Microsoft Corp.,No. 1:23-cv-11195-SHS-OTW (S.D.N.Y. 2025)Sayoko Blodgett-FordWoodrow Barfield, Research Handbook on the Law of Artificial Intelligence: Current and Future Directions, Flyer (2nd Edition)Sayoko Blodgett-FordCopyright, Fair Use, and AI Technology Development: Time to Sunset the “Transformative Purpose” Test, Ch. 30, Research Handbook on the Law of Artificial Intelligence: Current and Future Directions (Excerpt) (2nd Edition)Sayoko Blodgett-FordPresentation MaterialSegment PPT: Intellectual Property Aspects of Artificial IntelligenceSayoko Blodgett-Ford Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451818 451818 98 G3057 1:00:36 https://www.pli.edu/programs/mastering-litigation-workflows-strategy-efficiency-and-leadership-for-paralegals-and-attorneys/452618?tCode=WTC5_RSS01 Taken from the Web Program Recorded October 20, 2025 in New YorkMastering Litigation Workflows: Strategy, Efficiency, and Leadership for Paralegals and Attorneys [01:13:24]Presentation MaterialMastering Litigation Workflows: Strategy, Efficiency, and Leadership for Paralegals and AttorneysTracey N. Perkins Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452618 452618 98 G5582 1:13:24 https://www.pli.edu/programs/sec-reporting-obligations-under-section-16-of-the-exchange-act/455477?tCode=WTC5_RSS01 Taken from the Web Program Recorded October 20, 2025 in New YorkSEC Reporting Obligations Under Section 16 of the Exchange Act [01:08:47]After completing this session, participants will be able to: Prepare Forms 3, 4 and 5 Identify issues related to the short-swing profit disgorgement tule Understand Section 16 reporting issues involving common stock, restricted stock units and stock appreciation rights Evaluate Section 16 issues that often arise in public companies and provide practical advice related to such topics Erica Hogan, Scott Levi, Joanna Jia Presentation MaterialInsider trading policies: A survey of public company policy termsErica Hogan, Joanna Jia, Scott J. LeviPrepare Now for Edgar NextErica Hogan, Joanna Jia, Scott J. LeviSEC Adopts Amendments to Rule 10b5-1Erica Hogan, Joanna Jia, Scott J. LeviSEC Reporting Obligations Under Section 16 of the Exchange ActErica Hogan, Joanna Jia, Scott J. LeviSection 13 and 16 Developments: Lessons Learned from Recent SEC Enforcement ActionsErica Hogan, Joanna Jia, Scott J. Levi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 455477 455477 98 G5598 1:08:47 https://www.pli.edu/programs/wrongful-conviction-litigating-exoneration-cases/451875?tCode=WTC5_RSS01 Litigation Criminal litigation Public interest law and pro bono Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451875 451875 98 G3579 1:40:23 https://www.pli.edu/programs/wrongful-conviction-litigating-exoneration-cases/451872?tCode=WTC5_RSS01 Litigation Criminal litigation Public interest law and pro bono Technology Artificial intelligence Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451872 451872 98 G3579 1:31:43 https://www.pli.edu/programs/cutting-edge-employment-law-issues/451640?tCode=WTC5_RSS01 Employment and labor Wage and hour Class actions Taken from the Web Program Recorded October 17, 2025 in San FranciscoKey Wage & Hour and Class Actions Updates in 2025 [01:00:13]This session examines the critical new court cases concerning class, collective, and PAGA actions, along with reviewing recent statutes and regulations pertaining to wage & hour and class action claims. After completing this session, participants will be able to:Examine the most critical new court cases on class, collective and PAGA actionsReview new statutes and regulations relating to wage & hour and class action claimsUnderstand the future of PAGA actionsMatthew C. Helland, Samuel S. HydeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Matthew C. Helland and Caitlin L. Opperman, Ch. 11: Class Actions, Practising Law Institute, California Employment Law (October 2022; Supp. October 2024)Matthew C. HellandPresentation MaterialKey Wage & Hour and Class Actions Updates in 2025Matthew C. Helland, Samuel S. Hyde Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451640 451640 98 G3261 1:00:13 https://www.pli.edu/programs/cutting-edge-employment-law-issues/451643?tCode=WTC5_RSS01 Employment and labor Taken from the Web Program Recorded October 17, 2025 in San FranciscoAnatomy of a Layoff [01:05:07]This session addresses layoffs and reductions in force from an employment lawyer’s perspective, including identifying potential bias, WARN Act compliance, and approaches to severance. After completing this session, participants will be able to:Understand primary legal issues to consider in a layoffUnderstand pitfalls that can create liability for employers, and claims for employeesReview some best practices from expertsHillary Benham-Baker, Jaimi Kerr, Walter M. StellaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Severance Agreement ConsiderationsJaimi Kerr,Walter M. Stella,Hillary Benham-BakerAssembly Bill (AB) 1076, Contracts in Restraint of Trade: Noncompete Agreements, Ch. 828, 2023 Cal. Stat. (Codified at Cal. Bus. & Prof. Code §§ 16600, 16600.1)Jaimi Kerr,Walter M. Stella,Hillary Benham-BakerSenate Bill (SB) 699, Contracts in Restraint of Trade, Ch. 157, 2023 Cal. Stat. (Codified at Cal. Bus. & Prof. Code § 16600.5)Jaimi Kerr,Walter M. Stella,Hillary Benham-BakerPresentation MaterialAnatomy of a LayoffHillary Benham-Baker, Jaimi Kerr, Walter M. Stella Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451643 451643 98 G3261 1:05:49 https://www.pli.edu/programs/cutting-edge-employment-law-issues/451631?tCode=WTC5_RSS01 Employment and labor Technology litigation Artificial intelligence Taken from the Web Program Recorded October 17, 2025 in San FranciscoArtificial Intelligence in the Workplace [01:01:17]This segment explores the use of AI in hiring, promotion, and performance management. After completing this session, participants will be able to:Understand legal issues arising when using AI for employment decisionsAnalyze current trends regarding litigation arising from the use of AI tools in the workplaceCFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Elizabeth Arnold, Annette Bernhardt, Alexandra StathopoulosThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Julie Totten, et al., Orrick, Automated Hiring Tools: Are My Hiring Practices Subject to AI Regulation? (April 18, 2025)Alexandra StathopoulosPresentation MaterialArtificial Intelligence in the WorkplaceElizabeth Arnold, Annette Bernhardt, Alexandra Stathopoulos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451631 451631 98 G3261 1:01:17 https://www.pli.edu/programs/cutting-edge-employment-law-issues/451628?tCode=WTC5_RSS01 Employment and labor Workplace diversity Diversity, inclusion, and elimination of bias Taken from the Web Program Recorded October 17, 2025 in San FranciscoDiversity, Equity & Inclusion/Elimination of Bias in Legal Practice [00:59:04]This segment examines methods for assessing and mitigating bias in both workplace and legal practice, while also addressing specific diversity, equity, and inclusion obstacles including recent challenges to DEI programs. It proposes actionable strategies for employers and legal firms to combat unconscious bias. After completing this session, participants will be able to:Discuss ways to measure and eliminate bias in the workplace and legal practiceExamine particular diversity, equity and inclusion challenges facing law firmsFormulate strategies for employers and law firms to counter unconscious bias in the workplaceMatthew J. Cahill, Rebecca StephensThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:DEI Evolution: Challenges, Backlash and the Need for Inclusive Leadership, Percipio Company (January 10, 2025), available at: https://percipiocompany.com/dei-evolution-challengesbacklash-and-the-need-for-inclusive-leadership/Matthew J. CahillNavigating the Shifting Tides: Federal Anti-DEI Directives and Their Ripple Effect on American Business and Academia, Percipio Company (June 2, 2025), available at: https://percipiocompany.com/navigating-the-shifting-tides-federal-anti-deidirectives-and-their-ripple-effect-on-americanbusiness-and-academia/Matthew J. CahillPresentation MaterialDiversity, Equity & Inclusion/Elimination of Bias in Legal PracticeMatthew Cahill, Rebecca Stephens Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451628 451628 98 G3261 0:59:04 https://www.pli.edu/programs/cutting-edge-employment-law-issues/451637?tCode=WTC5_RSS01 Employment and labor Leaves of absence Taken from the Web Program Recorded October 17, 2025 in San FranciscoLeave Laws: Beyond the FMLA and CFRA [01:01:53]This session provides an overview of California leave laws, including bereavement leave, reproductive loss leave, accommodations for victims of crime, and other leave laws under California’s ever-expanding statutes. Additionally, it will examine how to address disability accommodations and mental health issues. After completing this session, participants will be able to:Review leave laws and recent casesUnderstand laws regarding various leave laws and disability accommodations under California and federal lawEllen M. Bandel, Zoë DeGeer The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ellen M. Bandel and Taylor Hall, Ch. 9: Paid Sick Leave and Leaves of Absence, Practising Law Institute, California Employment Law (October 2022; Supp. October 2024)Ellen M. BandelPresentation MaterialLeave Laws: Beyond the FMLA and CFRAEllen M. Bandel, Zoë DeGeer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451637 451637 98 G3261 1:02:35 https://www.pli.edu/programs/cutting-edge-employment-law-issues/451634?tCode=WTC5_RSS01 Employment and labor Appeals Taken from the Web Program Recorded October 17, 2025 in San FranciscoYear in Review/Hot Topics Panel [01:01:52]This session examines key legal case developments in 2025 and looks forward to 2026. After completing this session, participants will be able to:Review important SCOTUS and appellate case law developmentsExamine new statutory and regulatory challengesReview and analyze trends for employment practitionersUnderstand hot topics on the horizon in 2026Lindsay Hutner, Michelle LeeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Year in Review and Hot Topics for California Employment Law PractitionersLindsay E. Hutner,Michelle G. LeePresentation MaterialYear in Review/Hot Topics PanelLindsay Hutner, Michelle G. Lee Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451634 451634 98 G3261 1:01:52 https://www.pli.edu/programs/financial-services-technology/451583?tCode=WTC5_RSS01 Financial services Regulation, compliance, and enforcement (Banking and finance) Cyber threats Technology Taken from the Web Program Recorded October 17, 2025 in New YorkThe Cyber Threat Landscape Within the Financial Services Sector [01:01:35]This session will review the current cyber threat environment and identify various cyber risks within the financial services sector. After completing this session, participants will have a greater understanding of:Cybercriminals’ tactics, techniques, and procedures currently being used against financial institutionsThe current cyber threat environment and evolving cyber risksCommon issues and concerns in incident response and ransomware negotiationsCurrent cyber risks associated with third-party service providers and supply chain vulnerabilitiesShardul Desai (Panel Leader), Mike Driscoll, Jay KramerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Caitlin F. Saladrigas and William F. Farley, Holland & Knight LLP, Up Next in Privacy Litigation: Class Actions Begin to Target Consumer-Facing Companies Using Generative AI Tools (July 15, 2025)Shardul DesaiThe White House, Executive Order, Sustaining Select Efforts to Strengthen the Nation’s Cybersecurity and Amending Executive Order 13694 and Executive Order 14144 (June 6, 2025), available at: https://www.whitehouse.gov/presidentialactions/2025/06/sustaining-selectefforts-to-strengthenthe-nations-cybersecurity-andamending-executive-order-13694-and-executiveorder-14144/Shardul DesaiSettlement Agreement, U.S. ex rel. Doe v. Raytheon Co., et al., No. 21-cv-2343 (D.D.C. 2025), available at: https://www.justice.gov/opa/media/1398786/dlMaria T. VulloSettlement Agreement, U.S. ex rel. Berich v. MORSECORP, Inc., et al., No. 23-cv-10130-GAO (D. Mass. 2025), available at: https://www.justice.gov/d9/2025-03/usa_v._morse_-_settlement_agreement.pdfMaria T. VulloCybersecurity Compliance Program and Risk Management Strategies in Today’s Landscape—Additional Resource LinksMaria T. Vullo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451583 451583 98 G3242 1:03:05 https://www.pli.edu/programs/financial-services-technology/451580?tCode=WTC5_RSS01 Risk management Financial services Regulation, compliance, and enforcement (Banking and finance) Cybersecurity and data protection Taken from the Web Program Recorded October 17, 2025 in New YorkCybersecurity Compliance Program and Risk Management Strategies in Today’s Landscape [01:01:27]This session will provide practical strategies for legal, compliance and risk managers responsible for addressing the current cyber threat landscape and related regulatory expectations for the financial services sector, with an emphasis on risk reduction strategies for managing and maintaining strong cybersecurity compliance programs and related risk management processes. After completing this session, participants will have a greater understanding of:The current regulatory landscape for cybersecurity requirements and corporate compliance and risk management programs, including as relevant the status ofNYDFS amendments to Part 500 cybersecurity regulationSEC cybersecurity rulesFTC’s Safeguards ruleFederal Banking Agencies’ cybersecurity requirements and guidanceCorporate best practices for managing a cybersecurity compliance program that addresses the current threats landscape and regulatory environmentMitigation strategies for addressing cybersecurity incidentsRisk management strategies within third-party vendor management programsRisks of artificial intelligence models within a corporate compliance program and risk management systemThe current landscape for purchasing cyber insurance and the role of compliance program elements in the pricing of cyber insuranceMaria T. Vullo (Panel Leader), Katherine A. Lemire, Desiree Murnane, Eric T. Young The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Settlement Agreement, U.S. ex rel. Doe v. Raytheon Co., et al., No. 21-cv-2343 (D.D.C. 2025), available at: https://www.justice.gov/opa/media/1398786/dlMaria T. VulloSettlement Agreement, U.S. ex rel. Berich v. MORSECORP, Inc., et al., No. 23-cv-10130-GAO (D. Mass. 2025), available at: https://www.justice.gov/d9/2025-03/usa_v._morse_-_settlement_agreement.pdfMaria T. VulloCybersecurity Compliance Program and Risk Management Strategies in Today’s Landscape—Additional Resource LinksMaria T. Vullo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451580 451580 98 G3242 1:02:57 https://www.pli.edu/programs/financial-services-technology/451577?tCode=WTC5_RSS01 Financial services Cybersecurity and data protection Technology Artificial intelligence Taken from the Web Program Recorded October 17, 2025 in New YorkThe AI Paradox: Opportunity and Vulnerability in Financial Services Cybersecurity [01:02:25]As institutions across the financial sector deploy AI solutions, cybersecurity professionals face a complex reality: the same technologies that strengthen defenses also create novel attack vectors and incentives for creation of large stores of potentially sensitive data. This session will explore this paradox. After completing this session, participants will have a greater understanding of:Enhanced Defense Capabilities: How AI is revolutionizing threat detection, anomaly identification, and incident response timeframesNew Attack Surfaces: Legal implications when AI systems become targets themselves through data poisoning, model manipulation, or adversarial attacksGovernance Challenges: Establishing frameworks that maximize AI's defensive potential while minimizing associated risksThird-Party Risk Management: Crafting vendor agreements that address the unique security concerns of AI-powered solutionsLiability Considerations: Preparing for scenarios where AI security tools fail or create unintended vulnerabilitiesRachel Marmor (Panel Leader), Andy Cavo, Manoj SaxenaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of the Treasury, Financial Crimes Enforcement Network (FinCEN), FIN-2024-Alert004, FinCEN Alert on Fraud Schemes Involving Deepfake Media Targeting Financial Institutions  (November 13, 2024)Rachel MarmorGov.UK, Department for Science, Innovation & Technology, Research and Analysis, Cyber Security Risks to Artificial Intelligence (May 15, 2024), available at: https://www.gov.uk/government/publications/research-onthe-cyber-security-of-ai/cyber-security-risks-to-artificialintelligenceRachel MarmorPresentation MaterialThe AI Paradox: Opportunity and Vulnerability in Financial Services CybersecurityAndy Cavo, Rachel Marmor, Manoj Saxena Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451577 451577 98 G3242 1:02:25 https://www.pli.edu/programs/ip-discussions---ai-risk-management/453767?tCode=WTC5_RSS01 Taken from the Web Program Recorded October 17, 2025 in New YorkIP Discussions – AI Risk Management [01:02:40]After viewing this program, viewers will be able to assess and consider:How different U.S. and foreign jurisdictions are approaching regulation of AI useWhat to do to clear the use of AI outputsHow to mitigate the risks of using your own and others’ data in AIKatherine B. Forrest, Andrew Gass, Avi Gesser, Joshua L. SimmonsPresentation MaterialSelected Materials on "AI Risk Management"Katherine B. Forrest, Andrew Gass, Avi Gesser, Joshua L. Simmons Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453767 453767 98 G5549 1:02:40 https://www.pli.edu/programs/shareholder-activism-the-old-the-new-and-the-unexpected/451599?tCode=WTC5_RSS01 Corporate governance Shareholders (Corporate governance) Activist shareholders Taken from the Web Program Recorded October 17, 2025 in New York2025 Proxy Season and M&A Activism Trends and Takeaways [01:06:39]After completing this session, participants will have a greater understanding of:Activism trends from the 2025 proxy seasonRecent M&A activism trendsHow these trends may impact and influence the 2026 proxy seasonRandall Adams, Elizabeth R. Gonzalez-Sussman, J.T. Ho, Garrett Muzikowski, Kyle A. Pinder, Francis J. Stapleton The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Evercore Quarterly Review, Second Quarter 2025Francis J. StapletonPresentation MaterialCourse Materials: 4th Annual Shareholder Activism State of the MarketGarrett Muzikowski Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451599 451599 98 G5453 1:07:21 https://www.pli.edu/programs/shareholder-activism-the-old-the-new-and-the-unexpected/451596?tCode=WTC5_RSS01 Corporate governance Shareholders (Corporate governance) Activist shareholders Taken from the Web Program Recorded October 17, 2025 in New YorkActivism Preparedness 101: What to Do if You are a Target [00:58:57]After completing this session, participants will have a greater understanding of:Strategies to mitigate the risk activist attentionPotential responses to threatened or pending activist activityHow recent Delaware case law can influence these decision pointsCFE Field of Study: Fraud Amanda M. Burke, J.T. Ho, Kyle A. Pinder, Dan Scorpio, Gregory P. Taxin, Scott S. Winter The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cleary Gottlieb, Activism PreparednessJ.T. HoPresentation MaterialSegment PowerPoint: Activism Preparedness 101: What to Do if You are a TargetAmanda M. Burke, J.T. Ho, Kyle A. Pinder, Dan Scorpio, Gregory P. Taxin, Scott S. Winter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451596 451596 98 G5453 0:58:57 https://www.pli.edu/programs/shareholder-activism-the-old-the-new-and-the-unexpected/451593?tCode=WTC5_RSS01 Corporate governance Shareholders (Corporate governance) Activist shareholders Taken from the Web Program Recorded October 17, 2025 in New YorkEmerging Trends in Activism: Short Attacks, Zero Slate Campaigns, and Investor Days [01:01:45]After completing this session, participants will have a greater understanding of:Emerging and non-traditional activist tacticsStrategies to help identify and respond to these tacticsHow these non-traditional tactics may continue to developCFE Field of Study: Fraud Dan McDermott, J.T. Ho, Michael Levin, Kyle A. Pinder, George Rubis, Margaret WilliamsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Short Attacks—The Hidden Costs for CompaniesDan McDermottThe Activist Investor, Final Update: A Clever Way to Pursue Shareholder Proposals (April 30, 2024)Michael LevinPresentation MaterialCourse Materials: The Non-Binding BindKyle A. Pinder Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451593 451593 98 G5453 1:01:45 https://www.pli.edu/programs/gdpr-boot-camp/451499?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Cybersecurity and data protection) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded October 16, 2025 in San FranciscoIntroduction and Legislative Developments in AI and Data Protection Laws [01:01:10]Professor Daniel Solove and others will summarize current legislative developments in the US and abroad on AI and global data protection laws. After completing this session, participants will be able to:Have a foundational understanding of the intersection between AI and privacyIdentify the gaps and flaws in existing privacy laws in the age of AIReady themselves for AI laws in the US and elsewherePrepare for legislative developments unfolding in EuropeProf. Karen Eltis, Anne Josephine Flanagan, Prof. Daniel J. Solove, Harry A. Valetk, John VerdiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Martin Felsky and Karen Eltis, Guidelines for the Use of Artificial Intelligence in Canadian Courts, Canadian Judicial Council, First Edition (September 2024)Karen EltisThe Canadian Bar Association Releases an AI Ethics Toolkit Led by Karen Eltis, Canadian Bar Association (November 28, 2024)Karen EltisThink Easy, Think Hard: When to Let AI Make Business Decisions, The Globe and Mail (August 5, 2019)Karen EltisDominic Paulger, Future of Privacy Forum, Navigating Governance Frameworks for Generative AI Systems in the Asia-Pacific (May 2024)John VerdiAndreea Serban, Vasileios Rovilos and Katerina Demetzou, Future of Privacy Forum and OneTrust LLC, Conformity Assessments Under the EU AI Act: A Step-by-Step Guide (April 2025)John VerdiPresentation MaterialHandout 1: Introduction and Legislative Developments in AI and Data Protection LawsKaren EltisHandout 2: Introduction and Legislative Developments in AI and Data Protection LawsHarry A. ValetkIntroduction and Legislative Developments in AI and Data Protection LawsKaren Eltis, Anne Josephine Flanagan, Daniel J. Solove, Harry A. Valetk, John Verdi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451499 451499 98 G3003 1:01:52 https://www.pli.edu/programs/gdpr-boot-camp/451493?tCode=WTC5_RSS01 Artificial intelligence Augmented reality Taken from the Web Program Recorded October 16, 2025 in San FranciscoDeep Fake Incident Response [01:00:41]“Deep Fakes” are on the rise as an attack vector thanks to affordable AI marketplace tools that threat actors readily use for audio and video misinformation. This panel will discuss how AI is transforming security incidents. After completing this session, participants will be able to:Define what a deep fake is to internal stakeholdersClarify the role of the Board of DirectorsIdentify deep fakesPrepare for and build deep fakes into security incident response planHart Brown, Douglas Mirell, Harry A. ValetkThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ofcom, Deepfake Defences 2: The Attribution Toolkit (July 11, 2025)Karen EltisPresentation MaterialDeep Fake Incident ResponseHart Brown, Douglas E. Mirell, Harry A. Valetk Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451493 451493 98 G3003 1:00:41 https://www.pli.edu/programs/gdpr-boot-camp/451496?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Cybersecurity and data protection) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded October 16, 2025 in San FranciscoAI and Data Protection in AI Agents [01:04:08]This panel will lay out the legal considerations when deploying AI Agents in a commercial context. These systems are designed to exercise greater autonomy over how to perform complex tasks traditionally performed by humans. After completing this session, participants will be able to:Summarize AI and data protection issues behind AI AgentsIdentify key privacy considerations when deploying AI AgentsList the organizational challenges to successful and repeatable deploymentEvaluate marketplace opportunitiesReview what lies ahead with regulatory trendsRyan Carrier, Lothar Determann, Bianca M. Lansdown, Janel Thamkul, Harry A. ValetkThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Daniel J. Solove, Artificial Intelligence and Privacy, 77 FLA. L. REV. 1 (2025)Harry A. ValetkPresentation MaterialAI and Data Protection in AI AgentsRyan Carrier, Lothar Determann, Bianca M. Lansdown, Janel Thamkul, Harry A. ValetkHandout 1: AI and Data Protection in AI AgentsLothar DetermannHandout 2: AI and Data Protection in AI AgentsHarry A. Valetk Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451496 451496 98 G3003 1:04:08 https://www.pli.edu/programs/gdpr-boot-camp/451490?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Cybersecurity and data protection) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded October 16, 2025 in San FranciscoImplementing Responsible AI Governance for Global Companies [01:01:04]This panel will lay out the key elements of a responsible AI global governance program. After completing this session, participants will be able to:Discuss the key considerations of a global AI and data protection planEvaluate governance and accountability frameworksList the organizational challenges to implementationEvaluate marketplace opportunities and legal risksStay ahead of forthcoming legislative developmentsJo Ann Davaris, Kristie Chon Flynn, Sabrina Khandwalla, Shoshana E. Rosenberg, Harry A. ValetkThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Buchanan Ingersoll & Rooney, Articles & Advisories, Emotional AI Company Fined for Privacy Violations (May 29, 2025)Harry A ValetkElectronic Privacy Information Center, Generating Harms: Generative AI’s Impact & Paths Forward (May 2023)Harry A. ValetkOECD, OECD Legal instruments, Recommendation of the Council on Artificial Intelligence (March 5, 2024)Harry A. ValetkPresentation MaterialImplementing Responsible AI Governance for Global CompaniesJo Ann Davaris, Kristie Chon Flynn, Sabrina Khandwalla, Shoshana E. Rosenberg, Harry A. Valetk Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451490 451490 98 G3003 1:01:04 https://www.pli.edu/programs/global-ip-spotlight--united-kingdom/453818?tCode=WTC5_RSS01 Intellectual property Trademark litigation Patent litigation Technology litigation Trade secret dispute litigation Taken from the Web Program Recorded October 16, 2025 in New YorkGlobal IP Spotlight – United Kingdom [01:16:11]After completing this program, participants will be able to review and address:UK and UPC IP Litigation: Judicial Perspectives and Multi-Jurisdictional ChallengesHow has the UPC’s arrival changed the strategic role of the UK courts?How is the balance evolving between harmonization with Europe and the UK’s own doctrinal development?How will the workload of the Business & Property Courts, particularly in IP and AI-related disputes, be balanced with reforms to meet the challenges of emerging technologies?For patentees, what are the advantages of choosing the UK forum? For challengers, what are the pitfalls? How does UK litigation compare with other European options in speed, cost, and remedies?How are UK courts coordinating or competing with the UPC?In multi-jurisdictional disputes, what challenges emerge when attempting to harmonize UK and UPC/EU approaches to interim relief and injunctions?IP, Politics, and Diversity: Lessons from the UK for Global PracticeIs IP increasingly politicized? How does this affect outcomes for clients, and what lessons should U.S. lawyers draw from the UK experience when disputes spill across borders?Are UK stakeholders aligning more closely with U.S. or EU approaches in the current geopolitical climate?What advancements in diversity, including advocating for junior lawyer participation in hearings, are taking hold? Has there been any impact on case outcomes or access to justice? AI and SEP Litigation: UK Perspectives and Cross-Border Implications How does the UK’s fair dealing approach differ from U.S. fair use in AI training? How does the UK position align with or diverge from the EU’s frameworkWhat lessons should U.S. stakeholders draw from the UKIPO’s consultation and the Getty v. Stability AI case? How might the outcome of that case shape the UK’s future approach to AI training datasets — both for creators and AI developers?How is AI/SEP litigation driving cross-border coordination between UK and European courts?Nokia has been central to SEP litigation in the UK and abroad. How does the UK remain a strategic forum for FRAND disputes post-Brexit, given the UPC’s launch?What challenges and opportunities do SEP holders and implementers face when navigating proceedings across the UK, UPC, and other jurisdictions? Lightning Round: Final ThoughtsWhat is one area where the UK is ahead of the curve, and one where the U.S. is ahead?What is the single most practical piece of advice for U.S. clients considering UK litigation today?What key insights were gathered on international convergence and divergence at recent conferences such as the 2025 AIPPI World Congress or the Fordham IP Conference?What is the biggest misconception U.S. practitioners have about the UK IP system?Sir Colin Ian Birss, James Horgan, Adrian Howes, Daryl Lim, Christopher Stothers, Sarah Wright Presentation MaterialBSH Hausgeräte GmbH v Electrolux ABChristopher StothersRules of Procedure of the Unified Patent CourtChristopher StothersThe Patents Court GuideChristopher Stothers Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453818 453818 98 G5596 1:16:11 https://www.pli.edu/programs/preparing-for-your-first-court-appearance/453770?tCode=WTC5_RSS01 Litigation Practice skills (Litigation) Taken from the Web Program Recorded October 16, 2025 in New YorkPreparing for Your First Court Appearance [01:06:28]After completing this program, viewers will be able to apply the following guidance when preparing for their first appearance in court: Be yourself. You are not Atticus Finch. There are many ways to be good in court. Don’t copy from others that impress you but learn from them. Know the court’s customs and practices. If you aren’t in your home court, be sure to attend one or more hearings in that court before your appearance if you can.Learn about the judge. Try to see her on the bench before your argument to get a sense of her demeanor.Prepare flexibly. Don't commit to a rigid outline or script. There is no such thing as being over-prepared, but you can be improperly prepared.Start with the most important issue or issues, the one or ones you think the court will be focused on. Answer questions directly and immediately. Don't hedge or evade. Speak and act naturally. Prepare alternatives in case you need to salvage something when it is clear you aren't going to get what you want.Never address opposing counsel directly.Never say “with all due respect” to the Judge, who is entitled to ALL respect. Watch as many hearings as you can to learn good courtroom manners such as how to address the court, asking permission to approach, how to hand up exhibits and asking permission to move from the lectern. Know what pages in your brief contain the main arguments so you don’t have to be flipping through it while you are arguing.Do pro bono work to get experience.Your objective is to win, not show off your advocacy skills. If the court tells you it is inclined to side with you, reserve time for rebuttal and sit down. Know what you have to concede. You lose credibility and appear unreasonable when you won't concede a position that is indefensible.Learn to write great briefs so you are winning when you show up in court.Learn how to relax and channel the stress productively. There is no one way to do this.Keep visual aids and demonstrative exhibits simple. Don't use too many and don’t just read your slides. Slides are not cue cards.Christopher K. Hu, Eric LobenfeldPresentation MaterialHow to Prepare for Your First Court Appearance by PLI, Edited by Christopher K. Hu, Eric Lobenfeld, Kenneth D. MinChristopher K. Hu, Eric J. Lobenfeld Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 453770 453770 98 G5597 1:06:28 https://www.pli.edu/programs/lawyering-from-a-trauma-informed-perspective/451559?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias Public interest law and pro bono Attorney-client relations Taken from the Web Program Recorded October 16, 2025 in New YorkLanguage Access Obligations, New Developments, and Language Justice Practices [01:20:08]This panel will discuss language access obligations, new developments, and language justice barriers. After completing this session, participants will be better able to:Identify federal, state, and select local laws and policies regarding language accessReview recent developments regarding language justice obligationsIdentify creative approaches to effective advocacy for linguistically marginalized communitiesAssess practical tools for helping clients when interacting with government agencies, institutions, and adversaries, and in proceedingsExplore language justice approaches taken by a variety of organizations that provide legal servicesJoann H. Lee, Abja MidhaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Language Justice Resources (August 2025)Joann H. Lee,Abja MidhaJoann Lee, Marisa Christensen Lundin, Ana Paula Noguez Mercado and Alena Uliasz, Language Justice in Legal Services (Winter 2019)Joann Lee,Abja MidhaJoann Lee and Julianna Lee, Unequal by Design: How the Pandemic Response Exacerbated America’s Two-Tiered System of Justice (Winter 2020)Joann Lee,Abja MidhaOrganizational Language Justice Protocols Assessment, Internal + Systemic AdvocacyJoann Lee,Abja MidhaBrief of Amici Curiae American Civil Liberties Union, American Civil Liberties Union of Washington, Asian Law Caucus, The Center for Gender and Refugee Studies, The Florence Immigrant and Refugee Rights Project, and Legal Aid Foundation of Los Angeles in Support of Petitioner, No. 24-7660 (9th Cir. 2025)Joann Lee,Abja MidhaCRLA, Tips for Working with Interpreters (Updated January 2022)Joann Lee,Abja MidhaAsian Law Caucus, California Rural Legal Assistance (CRLA) and Legal Aid Foundation of Los Angeles, Know Your Rights: Executive Order Threatens Access to Federal Programs (March 18, 2025)Joann Lee,Abja MidhaPresentation Material1. Language Access Obligations, New Developments, & Language Justice Practices (PowerPoint Slides)Joann H. Lee, Abja Midha Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451559 451559 98 G4557 1:20:50 https://www.pli.edu/programs/lawyering-from-a-trauma-informed-perspective/451553?tCode=WTC5_RSS01 Ethics and professional responsibility Confidentiality (Ethics and professional responsibility) Public interest law and pro bono Taken from the Web Program Recorded October 16, 2025 in New YorkEthical Obligations When Working With Clients With Language Differences Including Considerations With Respect to the Use of AI [01:02:09]This panel will discuss ethical issues that can arise when attorneys and their clients do not share a language. After completing this session, participants will be better able to:Review the importance of the duty to communicate in the client-lawyer relationshipEvaluate the confidentiality obligation and related attorney-client privilege considerationsConsider ethical questions that arise in connection with the use of AIPrepare for ethical issues that can arise in exigent situationsModerator: Hamra AhmadProf. Raymond H. Brescia, Anna Maria DiamantiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics in Pandemics: The Lawyer for the (Crisis) Situation, The Georgetown Journal of Legal Ethics, Vol. 34:295 (2021)Raymond H. BresciaEthical Obligations When Working with Clients with Language Differences Including Considerations with Respect to the Use of Generative Artificial Intelligence (GAI) (August 1, 2025)Anna Maria DiamantiPresentation Material3. Ethical Obligations When Working With Clients With Language Differences Including Considerations With Respect to the Use of GAI (PowerPoint Slides)Raymond H. Brescia, Anna Maria Diamanti Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451553 451553 98 G4557 1:02:09 https://www.pli.edu/programs/lawyering-from-a-trauma-informed-perspective/451556?tCode=WTC5_RSS01 Public interest law and pro bono Practice skills (Public interest law and pro bono) Attorney-client relations Taken from the Web Program Recorded October 16, 2025 in New YorkTrauma-Informed Language Interpretation: Best Practices for Lawyers and Interpreters [01:01:43]This panel will discuss best practices for trauma-informed language interpretation when working with clients. After completing this session, participants will be better able to:Understand how manifestations of trauma can affect client interpretationsIdentify best practices for building trust even when communicating through an interpreterReview tips for preparing client interviews and meetings with an interpreterFocus on considerations for discussing sensitive topics with clients through an interpreterReview effective methods for ongoing communications and maintaining a strong and trusting relationshipIncorporating best practices for using an interpreter in proceedingsSkills credit for NY Attorneys Moderator: Nicole FidlerSpeakers: Amy Hsieh, Jean Marie MirandaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sanctuary for Families, Tips for Interpreting for Survivors of Domestic Violence, Sex Trafficking, and Related Forms of Gender-Based ViolenceAmy Hsieh,Jean Marie Miranda,Nicole FidlerWorking with Interpreters in Legal Settings, Program Summary, available at: https://www.pli.edu/programs/working-with-interpreters/436276Amy Hsieh,Jean Marie Miranda,Nicole FidlerPresentation Material2. Trauma-Informed Language Interpretation: Best Practices for Lawyers and Interpreters (PowerPoint Slides)Nicole Fidler, Amy Hsieh, Jean Marie Miranda Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451556 451556 98 G4557 1:01:43 https://www.pli.edu/programs/trial-by-jury/451514?tCode=WTC5_RSS01 Opening statements Jury Practice skills (Litigation) Trial Jury trials Taken from the Web Program Recorded October 16, 2025 in New YorkFirst Impressions: Why Your Opening Statement Is So Important [00:58:40]This panel will provide techniques to deliver effective opening statements. After completing this session participants will be able to:Grab and keep the jury’s attentionDevelop a theme and tell their storyMake the most of the primacy principleGet the jury on your side while avoiding argumentHandle damaging evidenceExecute winning approaches and avoid common mistakesPanel Leader: Morgan ChuSpeakers: Hon. Cathy Seibel, Hon. Richard J. Sullivan, Theodore V. Wells, Jr.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Opening Statement: Charting a Path to VictoryRichard J. Sullivan,David R. Marriott,Alison B. MillerDouglass F. Noland, Noland Law Firm, LLC, Opening Statements: “Ten Points in Making an Effective Opening Statement”David R. MarriottPresentation MaterialGerald Reading Powell, Opening Statements: The Art of Storytelling Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451514 451514 98 G3068 0:59:22 https://www.pli.edu/programs/trial-by-jury/451508?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Social media use (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Taken from the Web Program Recorded October 16, 2025 in New YorkEthical Considerations in Jury Trials [01:01:33]This panel will explore ethical consideration in jury trials. After completing this session participants will be able to:Avoid ethical pitfalls in the voir direEthically investigate jurors using social mediaUnderstand ethical issues involved with using jury consultants and investigating jurorsPanel Leader: Anirudh BansalSpeakers: Hon. Stewart D. Aaron, Andrew B. Clubok, Hon. Robyn F. TarnofskyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Paul W. Grimm, Maura R. Grossman, Sabine Gless and Mireille Hildebrandt, Artificial Justice: The Quandary of AI in the Courtroom, Judicature International, The Bolch Judicial Institute at Duke Law (September 2022)David R. MarriottOpinion, United States v. Parse, 789 F.3d 83, No. 13-3880 (2d Cir. 2015)Antonia M. AppsJanine Cerny, Steve Delchin and Huu Nguyen, Legal Ethics in the Use of Artificial IntelligenceDavid R. MarriottNew York City Bar Association, Formal Opinion 2012-2: Jury Research and Social MediaAntonia M. AppsRobert Holtzman, Mark Berman, Ignatius Grande and Ronald Hedges, Social Media Ethics Guidelines of the Commercial and Federal Litigation Section of the New York State Bar Association, New York State Bar Association (June 20, 2019)Antonia M. AppsPresentation MaterialEthical Considerations in Jury Trials PowerPointAndrew B. Clubok Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451508 451508 98 G3068 1:01:33 https://www.pli.edu/programs/trial-by-jury/451511?tCode=WTC5_RSS01 Jury Practice skills (Litigation) Trial Jury trials Direct examination Taken from the Web Program Recorded October 16, 2025 in New YorkWhat’s Your Story: Conducting an Effective Direct Examination [01:01:17]This panel will provide techniques to conduct an effective direct examination. After completing this session participants will be able to:Clearly and forcefully present their case on directBe in on secrets to effectively preparing and organizingInvolve the jury in the storyArgue their case through the witnessKnow when – and when not – to ask questions on redirectPanel Leader: Hon. Richard M. Berman Speakers: Helam Gebremariam, Ronald C. Machen, Hon. Edgardo RamosThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hon. Mark T. Cumba, Direct Examination: A Conversation, Not an Interrogation, San Diego InnDavid R Marriott Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451511 451511 98 G3068 1:01:17 https://www.pli.edu/programs/trial-by-jury/451502?tCode=WTC5_RSS01 Closing arguments Demonstrative evidence Practice skills (Litigation) Jury trials Taken from the Web Program Recorded October 16, 2025 in New YorkClosing Big: Delivering a Compelling Closing Argument [01:00:21]This panel will provide techniques to conduct a compelling closing argument. After completing this session participants will be able to:Use your evidence powerfully and effectively; show, don’t tell, the juryAnticipate their adversary’s responsesWeave in the lawPrepare and deliver a winning summationPanel Leader: Sharon L. McCarthySpeakers: Hon. Vernon S. Broderick, Hon. Eric R. Komitee, Richard M. StrassbergThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hon. Raymond J, Dearie and David R. Marriott, Closing to Win: Ten Tips for Making an Effective Closing Argument (August 2020)David R. MarriottHon. Robert Trentacosta, Checklist for Closing Argument, San Diego Inn of Court (2024)David R. MarriottPresentation MaterialFederal Rules of Evidence Rule 107, 28 U.S.C.A., Rule 107. Illustrative Aids Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451502 451502 98 G3068 1:01:03 https://www.pli.edu/programs/trial-by-jury/451505?tCode=WTC5_RSS01 Practice skills (Litigation) Jury trials Witnesses Witness impeachment Cross-examination Taken from the Web Program Recorded October 16, 2025 in New YorkYour Witness: Conducting a Killer Cross-Examination [00:57:31]This panel will provide techniques to conduct an effective cross-examination. After completing this session participants will be able to:Control the courtroom, the witness, and the testimonyMaster the art of impeachmentArgue and reinforce their case through crossAvoid common mistakesUse cross examination techniques that workDeal with difficult witnessesPanel Leader: Bart H. WilliamsSpeakers: Allon Lifshitz, Craig C. Martin, Hon. Kiyo A. MatsumotoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:David R. Marriot and Hon. Loretta A. Preska, The Art of Cross Examination: Eight Tips for Conducting an Effective Cross Examination (August 2019)David R. MarriottPresentation MaterialLitigation: Closing Argument- Make it Memorable and Credible, The American Lawyer (February 9, 2011)Craig C. MartinLitigation: Communicating with the Media During Trial, The American Lawyer (March 9, 2011)Craig C. MartinLitigation: Cross Examination- When the Truth is Told (Part 2), The American Lawyer (January 26, 2011)Craig C. MartinLitigation: Cross Examination- When the Truth is Told (Part One), The American Lawyer (January 12, 2011)Craig C. MartinLitigation: Defending a Deposition, The American Lawyer (September 1, 2010)Craig C. MartinLitigation: Effectively Communicating With Your Client, The American Lawyer (March 23, 2011)Craig C. MartinLitigation: Means for Reducing Litigation Costs That Increase Your Likelihood of Success, The American Lawyer (September 29, 2010)Craig C. MartinLitigation: Opening Statement- Establish Credibility Immediately, The American Lawyer (November 17, 2010)Craig C. MartinLitigation: Talking to the Jury, The American Lawyer (February 23, 2011)Craig C. MartinLitigation: The Art of Storytelling, The American Lawyer (December 1, 2010)Craig C. Martin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451505 451505 98 G3068 0:57:31 https://www.pli.edu/programs/trial-by-jury/451517?tCode=WTC5_RSS01 Voir dire Jury selection Practice skills (Litigation) Jury trials Taken from the Web Program Recorded October 16, 2025 in New YorkChoosing the Best Possible Jury [01:04:03]This panel will provide techniques to choose an effective jury. After completing this session participants will be able to:Choose jurors likely to sympathize with your caseAsk informative questionsAvoid impermissible topicsExercise challenges wiselyEstablish rapport and credibilityPanel Leader: Hon. Jeffrey K. Oing Speakers: Deborah A. Colson, Sean Hecker, Lynn NeunerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Picking a Winner: Ten Tips for Selecting the Best Possible Jury, New York State Bar Association, NYSBA Inside, Vol. 29, No. 2 (Fall 2011)Richard M. Berman,David R. MarriottJonathan S. Tam, Dechert LLP, Jury Selection in Federal Court, Practical Law (2020)David R. Marriott Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451517 451517 98 G3068 1:04:03 https://www.pli.edu/programs/reps--warranties-and-transactional-insurance/451366?tCode=WTC5_RSS01 Mergers and acquisitions Practice skills (Corporate law) R & W insurance Taken from the Web Program Recorded October 15, 2025 in New YorkMergers & Acquisition Reps and Warranties Insurance [01:21:55]This segment will discuss representations and warranties insurance (RWI), including what it covers and how it is structured. After completing this session, participants will be able to: Understand the different types of representations and warranties insurance policies available, and the specific risks they can help mitigate Explain how representations and warranties insurance can benefit buyers, sellers, and other parties involved in M&A transactions and other deals Describe the current underwriting, pricing, retention, and coverage trends for RWI Appreciate current underwriting trends and processes for RWI, including the types of due diligence required and key factors that underwriters consider when evaluating risk Recognize claims handling and resolution trends, including the types of claims being asserted and the steps and timing involved in resolving disputes Joseph Ehrlich, Hilary Weiss, Jeralin Cardoso, Brett Rawlings Presentation MaterialHandout 1Jeralin R. Cardoso, Joseph Ehrlich, Brett Rawlings, Hilary WeissMergers & Acquisition Reps and Warranties InsuranceJeralin R. Cardoso, Joseph Ehrlich, Brett Rawlings, Hilary Weiss Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451366 451366 98 G4850 1:21:55 https://www.pli.edu/programs/reps--warranties-and-transactional-insurance/451363?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Insurance SALT Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded October 15, 2025 in New YorkManaging Tax Liabilities in Corporate Transactions [01:03:33]This segment will cover the different types of tax insurance policies available, including those covering tax risks associated with mergers and acquisitions, cross-border transactions, and other types of deals After completing this session, participants will be able to: Grasp the basics of tax insurance, including what it covers, how it is structured and where tax insurance can be applicable Identify the latest trends in the tax insurance market (e.g., pricing, retention, exclusions, and scope of coverage) Appreciate the impact of recent tax legislation and its effect on the tax insurance market (i.e., the "Big Beautiful Bill") Explore the role of tax insurance in the due diligence process, and how it can help identify and manage tax risks in a deal, including cross border M&A transactions, transfer pricing issues, and state and local tax exposures Understand the current state of the tax controversy insurance market Ilan Peress, Jason Tomitz, Kevin Adler Presentation MaterialHandout 2Kevin Adler, David Holmberg, Ilan Peress, Jason TomitzUnderstanding & Deploying Tax InsuranceKevin Adler, David Holmberg, Ilan Peress, Jason Tomitz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451363 451363 98 G4850 1:03:33 https://www.pli.edu/programs/reps--warranties-and-transactional-insurance/451360?tCode=WTC5_RSS01 Mergers and acquisitions Deal structuring Insurance Taken from the Web Program Recorded October 15, 2025 in New YorkCurrent State of RWI Claims [01:03:58]This segment will walk through the claims process, highlighting how advisers and clients can drive efficiency and achieve better – and quicker – outcomes by effectively managing notice, documentation, and insurer engagement. It will also explore the practical implications of claims experience for deal structuring, focusing on how claims data can inform negotiation of the purchase agreements. After completing this session, participants will be able to:  Analyze claims trends using a data-driven review of current claim activity, frequency, severity, and breach types Navigate the claims process, aligning advisers and clients to streamline notice, investigation, and insurer engagement and improve outcomes. Grasp the deal-negotiation implications in purchasing agreements Provide practical takeaways for strategies and preparation for claims Appreciate the current claims outlook  Joseph Ehrlich, Brittany Zimmer, Nicholas Horsmon, Laurel Brewer, Matt Flug Presentation MaterialCurrent State of RWI ClaimsLaurel Brewer, Joseph Ehrlich, Matthew Flug, Nick Horsmon, Brittany S. ZimmerHandout 3Laurel Brewer, Joseph Ehrlich, Matthew Flug, Nick Horsmon, Brittany S. ZimmerHandout 4Laurel Brewer, Joseph Ehrlich, Matthew Flug, Nick Horsmon, Brittany S. Zimmer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451360 451360 98 G4850 1:03:58 https://www.pli.edu/programs/pocket-mba/451536?tCode=WTC5_RSS01 Capital structure Financial distress Bankruptcy and restructuring Debt restructuring Taken from the Web Program Recorded October 15 - 16, 2025 in ChicagoBankruptcy and Evaluating the Financial Health of an Entity [01:19:42]This panel will discuss how to identify a company in distress and assess capital structure concerns. After completing this session, participants will be able to:Analyze the indicators and causes of financial distress, including solvency, liquidity, and financingEvaluate the restructuring process and alternatives, such as Chapter 11 reorganization and assignments for benefit of creditors (ABCs)Identify the stakeholders and determine the impact on constituents, such as employers, creditors, and customersSkills credit for NY Attorneys Brian Lohan, Rob VanderbeekPresentation MaterialCourse Materials: Introduction to the Bankruptcy SystemSegment PowerPoint: Bankruptcy and Evaluating the Financial Health of an EntityBrian Lohan, Rob Vanderbeek Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451536 451536 98 G3217 1:19:42 https://www.pli.edu/programs/pocket-mba/451548?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Taken from the Web Program Recorded October 15 - 16, 2025 in ChicagoUnderstanding Accounting Fundamentals and Reporting Concepts [01:20:45]This panel will introduce attorneys to accounting concepts and principles. After completing this session, participants will be able to:Better understand core accounting and financial reporting concepts, including measurement and valuation issues associated with financial statement componentsIdentify the main differences among a financial statement audit, a “review” of financial statements engagement, and a compilation of engagementAssess how accounting fundamentals play a role in their practiceCPE Field of Study: Accounting CFE Field of Study: Fraud Brooke E. Conner, David Hilton, Michael K. SullivanPresentation MaterialCourse Materials: Accounting FundamentalsBrooke E. ConnerCourse Materials: Accounting FundamentalsCourse Materials: Private entities: Preparing for 2021Michael K. SullivanSegment PowerPoint: Understanding Accounting Fundamentals and Reporting ConceptsBrooke E. Conner, David Hilton, Michael K. Sullivan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451548 451548 98 G3217 1:20:45 https://www.pli.edu/programs/pocket-mba/451527?tCode=WTC5_RSS01 Litigation Damages (Litigation) Expert witnesses Taken from the Web Program Recorded October 15 - 16, 2025 in ChicagoEconomic Concepts in the Litigation Context [01:15:46]This panel will discuss the practical application of economic concepts in disputes. After completing this session, participants will be able to:Better understand how financial experts analyze and evaluate economic data to prove economic damagesBecome familiar with how economics is relevant to certain financial disputesExtrapolate lessons from case studies addressing estimating commercial damages using economic tools and quantitative techniquesCFE Field of Study: Fraud Brooke E. Conner, Russell MolterPresentation MaterialSegment PowerPoint: Economic Concepts in the Litigation ContextBrooke E. Conner, Russell Molter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451527 451527 98 G3217 1:15:46 https://www.pli.edu/programs/pocket-mba/451545?tCode=WTC5_RSS01 Accounting and financial reporting Securities filings and financial statements Taken from the Web Program Recorded October 15 - 16, 2025 in ChicagoFinancial Statements in Practice [01:15:31]This panel will discuss the purposes of a entity’s financial statements and how they benefit the various users of the financial information. After completing this session, participants will be able to:Assess different financial statements, how they correlate with each other, and their usefulness in the analysis of a corporation’s operations:Income statementBalance sheetStatement of cash flowsStatement of shareholders’ equityIdentify common differences in financial reporting and accounting between publicly held companies and privately held or smaller companiesUnderstand how attorneys use financial statements in litigation and transactional mattersCPE Field of Study: Accounting CFE Field of Study: Fraud Brooke E. Conner, David Hilton, Rex HommePresentation MaterialCourse Materials: Lawyers Guide 1George WilsonCourse Materials: Lawyers Guide 2George WilsonCourse Materials: Lawyers Guide 3George WilsonSegment PowerPoint: Financial Statements in PracticeBrooke E. Conner, David Hilton, Rex Homme Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451545 451545 98 G3217 1:16:13 https://www.pli.edu/programs/pocket-mba/451524?tCode=WTC5_RSS01 Mergers and acquisitions Practice skills (Corporate law) Taken from the Web Program Recorded October 15 - 16, 2025 in ChicagoClosing the Transaction: Practical Legal Considerations [01:16:40]This panel will provide an introduction to transaction timing, the third party financing process, and common closing conditions. After completing this session, participants will be able to:Prepare for due diligence challenges, including commercial, legal, and tax considerationsAssess effective negotiation strategiesBetter understand common financing considerations, such as the marketing period, financing commitments, and financing cooperationGain insight into deal types with unique considerations, like RWI insurance, public deals, and carve-out transactionsSkills credit for NY Attorneys Zachary Moskowitz, Max MitchellPresentation MaterialCourse Materials: Best practices for mitigatingCourse Materials: Earnouts Back on the RiseCourse Materials: Mergers and AcquisitionsGary M. BrownSegment PowerPoint: Closing the Transaction: Practical Legal ConsiderationsMax Mitchell, Zachary Moskowitz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451524 451524 98 G3217 1:16:40 https://www.pli.edu/programs/pocket-mba/451530?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded October 15 - 16, 2025 in ChicagoRegulatory and Legal Compliance in International Business and Trade [01:18:49]This panel will discuss the common and most prevalent compliance issues encountered by companies today. After completing this session, participants will be able to:Gain insight into the prevalent regulatory hurdles in international trade for companies of the day, including conflicting laws and regulatory regimes and their challengesBetter understand how economic sanctions, export controls, and emerging technologies like AI, and anti-bribery/Foreign Corrupt Practices Act compliance affects current cross-border economic opportunities. What are the emerging issues to be aware of?Prioritize compliance resources, including through risk-based approachesLearn about the impact that Foreign Direct Investment has on international business and how to comply with regulations enforced by the Committee on Foreign Investment in the United States (CFIUS)CFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals CCB CEU Credit for Compliance Certification Board Professionals Brent Connor, David HolleyPresentation MaterialCourse Materials: Be Prepared for CFIUSSegment PowerPoint:Regulatory and Legal Compliance in International Business and TradeBrent Connor, David Holley Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451530 451530 98 G3217 1:18:49 https://www.pli.edu/programs/pocket-mba/451542?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Securities filings and financial statements Taken from the Web Program Recorded October 15 - 16, 2025 in ChicagoFinancial Information Analysis [01:15:07]This panel will address how financial information is used in business strategies. After completing this session, participants will be able to:Properly evaluate common financial metrics such as:Earnings before interest, tax, depreciation, and amortization (EBITDA)Return on investment (ROI)Discounted cash flow (DCF)Net present value (NPV)Internal rate of return (IRR)Discount rateUnderstand why there is an increased focus on non-GAAP metricsAssess the effect of financial metrics on capital structurePatrick Foos, Katie LaVoyPresentation MaterialCourse Materials: Financial Reporting ManualCourse Materials: SEC Charges Kraft HeinzCourse Materials: SEC v HOFFMANSegment PowerPoint: Financial Information AnalysisPatrick Foos, Katie LaVoy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451542 451542 98 G3217 1:15:49 https://www.pli.edu/programs/pocket-mba/451539?tCode=WTC5_RSS01 Accounting and financial reporting Fairness opinions Practice skills (Corporate law) Taken from the Web Program Recorded October 15 - 16, 2025 in ChicagoWhat is it Worth? Valuations [01:14:31]This panel will introduce the concept of “value” and what to look for in a valuation. After completing this session, participants will be able to:Improve their understanding of historical financial analysisIdentify differing valuation approachesApply valuation methodologies in the context of M&A, fairness opinions, disputes, commercial damages, and debt capacityJorge A. Amador, Sylvia ChoPresentation MaterialCourse Materials: What Is It Worth? ValuationsSegment PowerPoint: What is it Worth? ValuationsJorge A. Amador, Sylvia Cho Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451539 451539 98 G3217 1:15:13 https://www.pli.edu/programs/pocket-mba/451533?tCode=WTC5_RSS01 Capital structure Investment banks Capital markets Financing Equity instruments Taken from the Web Program Recorded October 15 - 16, 2025 in ChicagoInvestment Banking Basics: Fundamentals of Capital Structures [01:17:03]This panel will discuss common financing alternatives, such as debt, equity, and hybrid offerings. After completing this session, participants will be able to:Assess current marketplace developmentsFind the optimal capital structureExamine the sources of and options for funding for both private and public marketsBetter understand current trends in the capital markets and M&A activity from an investment banking professionalSusan Rabinowitz, Andrew RomerPresentation MaterialSegment PowerPoint:Investment Banking Basics: Fundamentals of Capital StructuresSusan M. RabinowitzSegment PowerPoint:Investment Banking Basics: Fundamentals of Capital StructuresAndrew Romer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451533 451533 98 G3217 1:17:03 https://www.pli.edu/programs/pocket-mba/451521?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Taken from the Web Program Recorded October 15 - 16, 2025 in ChicagoEthical Considerations for Counsel in the Business World [01:17:02]This panel will address the legal ethics rules and challenges that arise when advising clients in the financial industry, such as when representing organizations as clients, interacting with external auditors and the internal audit team, and when handling other financial information. After completing this session, participants will be able to:Determine which legal ethics rules are triggered when handling client financial informationBalance client advocacy with the attorney’s ethical dutiesAnticipate whether there is gatekeeper liability and familiarize themselves with the relevant states’ rulesIdentify whether there has been improper influence over an audit or reviewBetter understand the internal audit function and the audit committee, and what potential legal ethical conundrums present themselvesLauren L. ValientePresentation MaterialCourse Materials: Ethical IssuesEllen WheelerSegment PowerPoint: Ethical Considerations for Counsel in the Business WorldLauren L. Valiente Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451521 451521 98 G3217 1:17:02 https://www.pli.edu/programs/psychological-issues-in-the-workplace/451378?tCode=WTC5_RSS01 Workplace accommodations Harassment (Employment discrimination) Employees Remote work Employment litigation Taken from the Web Program Recorded October 15, 2025 in New York2025 In Perspective: Update On Employment Claims And Psychological Factors In Litigation [01:16:09]Counsel from the EEOC, employee rights and defense counsel, and a clinical and forensic psychologist will discuss the latest trends, claims and defenses in employment litigation. After completing this session, participants will be able to:Understand the perspectives of the EEOC, and members of the defense and plaintiffs’ bar on current discrimination, harassment and retaliation claimsIdentify recent trends regarding reasonable accommodations for employees struggling with mental disabilities (including remote work) and the practical meaning of “undue hardship”Learn about recent developments in the law concerning the rights of LGBTQ+ peopleRecognize the role of claims for emotional trauma, including posttraumatic stress disorder, in workplace harassment litigationPanel Leader: Stephen P. SonnenbergSpeakers: Maia Goodell, Dawn M. Hughes, Ph.D., ABPP, Cardelle B. Spangler The purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Equal Employment Opportunity Commission, Mental Health Conditions: Resources for Job Seekers, Employees, and EmployersKimberly A. CruzEEOC, Psychological Issues in the Workplace 2025 (July 2025) (PowerPoint slides)Kimberly A. CruzPsychological Damages in Workplace Harassment Litigation (July 2025) (PowerPoint slides)Dawn M. HughesPresentation Material2025 In Perspective: Update on Employment Claims and Psychological Factors in LitigationMaia Goodell, Dawn M. Hughes, Ph.D., ABPP, Stephen P. Sonnenberg, Cardelle B. Spangler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451378 451378 98 G3256 1:16:09 https://www.pli.edu/programs/psychological-issues-in-the-workplace/451375?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias Mental health Nonprofit organizations Taken from the Web Program Recorded October 15, 2025 in New YorkUpdate on the Status of DEI and Elimination of Bias Programs in the Legal Profession, including Lawyers With Neurodiversity, Mental Disabilities, and Secondary Trauma [01:16:03]Panelists from a corporate law firm and a non-profit organization, together with a licensed clinical social worker who specializes in working with lawyers, discuss the current status of DEI programs in the legal profession, as well as the challenges facing lawyers with neurodiversity, mental disabilities, and secondary trauma. After completing this session, participants will be able to:Understand the current status of DEI programs in the legal professionIdentify the challenges facing lawyers who are neurodivergent or who struggle with mental health conditions, including anxiety, depressive and bi-polar disorderConsider the impact of secondary trauma on some lawyers as a result of their practice areasRecognize the resources that remain available to organizations and lawyers interested in DEI programs in the legal professionBias/Diversity credit where applicable Panel Leader: Zoe A. SalzmanSpeakers: Niki Irish, LICSW, Nada M. Llewellyn, Shaun C. MunroeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John Murph, Combatting Secondary Trauma, Attorney Wellness in High-Stress Practice, Washington Lawyer (January/February 2020)Niki Irish LICSWBonnie Prober, We Cannot Pour from an Empty Cup, Washington Lawyer (November/December 2021)Niki IrishU.S. Public Health Service, The U.S. Surgeon General’s Framework for Workplace Mental Health & Well-Being (2022)Nada M. LlewellynCourse Materials List for PLI’s Psychological Issues in the Workplace 2025 (July 2025)Shaun C. MunroePresentation MaterialDEI and Elimination of Bias in the Legal Profession, including Lawyers With Neurodiversity, Mental Disabilities, and Secondary TraumaNiki Irish, LICSW, Nada M. Llewellyn, Shaun C. Munroe, Zoe A. Salzman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451375 451375 98 G3256 1:16:03 https://www.pli.edu/programs/psychological-issues-in-the-workplace/451372?tCode=WTC5_RSS01 Workplace health and safety Ethical issues (Ethics and professional responsibility) Mental health Medical records Employment litigation Taken from the Web Program Recorded October 15, 2025 in New YorkEthical Tips and Traps When Lawyers Work with Forensic and Treating Mental Health Professionals [01:00:31]Psychologists and psychiatrists, whether treating, forensic or expert, often play a key role in the litigation and resolution of employment disputes. Attorneys should understand the ethical boundaries and ethical issues that arise. After completing this session, participants will be able to:Understand the different roles of forensic v. treating mental health professionals and thorny ethical issues that may arise in litigationUnderstand the evidentiary bases for “garden variety” vs substantial emotional distress damages and the clinical and legal factors that distinguish themIdentify ethical traps for lawyers and mental health professionals when adverse or working togetherDiscuss ethical issues that may arise when conducting discovery of sensitive medical records, forensic psychiatric examinations, and depositions of treating therapistsConsider conflicts and ethical challenges: balancing the clinical needs of a patient, on the one hand, with litigation strategy, on the otherPanel Leader: Kenneth W. Gage Speakers: Hon. Steven M. Gold (Ret.), Debbie Greenberger, Lisa M. Rocchio, Ph.D. The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Issues to Consider in Working with Mental Health Professionals (July 2025)Kenneth W. GageDebbie Greenberger, Taylor Foster and Sara Bobok, Implications of Asserting Emotional Damages on Psychotherapist-Patient Privilege (July 2025)Debbie GreenbergerSwan v. Miss Beau Monde, Inc., 566 F.Supp.3d 1048, No. 3:21-cv-111-SI (D. Or. 2021)Debbie GreenbergerNew York State Unified Court System, Rules of Professional Conduct, Part 1200, Rules 1.1–1.5 (January 1, 2017)Debbie GreenbergerPresentation MaterialEthical Tips and Traps: Working with Forensic and Treating Mental Health ProfessionalsKenneth W. Gage, Hon. Steven M. Gold (ret.), Debbie Greenberger, Lisa M. Rocchio, Ph.D. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451372 451372 98 G3256 1:00:31 https://www.pli.edu/programs/antitrust-enforcement-in-the-first-year-of-trump-2.0/449610?tCode=WTC5_RSS01 Antitrust Antitrust litigation Merger review Regulation, compliance, and enforcement (Antitrust) Mergers and acquisitions What does the antitrust enforcement landscape look like after President Trump’s return to office in 2025? This program discusses the U.S. antitrust enforcers’ priorities and enforcement record, with a focus on merger review, and the role of states in merger enforcement.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449610 449610 98 G5528 1:02:57 https://www.pli.edu/programs/everything-an-environmental-lawyer-should-know-about-insurance/449608?tCode=WTC5_RSS01 Climate change Environmental risk Insurance Insurance coverage Insurance products For any lawyer, insurance coverage can be an inscrutable (if unavoidable) aspect of practicing law. This is doubly true for environmental lawyers, who struggle to reconcile two specialized, and sometimes misaligned, areas of law in the shadow of often staggering potential liabilities. In this One-Hour Briefing, our expert panel will first explain the basic concepts that every lawyer should know about insurance. Next, they will go into the specific coverage issues that plague environmental lawyers’ clients including dealing with issues of known contamination, product-pollution risk, coverage issues for CERCLA liabilities, and those relevant to many of today’s most worrying risks, like PFAS, climate change, and plastics. Finally, the panel will explain some of the bespoke insurance products designed to address both unknown and known environmental risks, including Environmental Liability Buyout and Contractors Pollution Liability.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449608 449608 98 G5527 1:01:08 https://www.pli.edu/programs/ccc-refreshers--accounting-and-financial-reporting-building-blocks/454022?tCode=WTC5_RSS01 Accounting and financial reporting Generally Accepted Accounting Principles Financial accounting Practice skills (Accounting and financial reporting) Balance sheets (Securities filings and financial statements) Taken from the Web Program Recorded October 10, 2025 in New YorkThe Three Basic Financial Statements [00:03:34]A review of the three key financial statements—balance sheet, income statement, and statement of cash flows—and explanation of their role in business decision-making. Viewers will review how each statement provides insight into a company's financial health, including liquidity, leverage risk, and profitability. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454022 454022 98 G5407 0:03:34 https://www.pli.edu/programs/ccc-refreshers--accounting-and-financial-reporting-building-blocks/454020?tCode=WTC5_RSS01 Accounting and financial reporting Generally Accepted Accounting Principles Financial accounting Practice skills (Accounting and financial reporting) Balance sheets (Securities filings and financial statements) Taken from the Web Program Recorded October 10, 2025 in New YorkThe Basic Accounting Equation [00:06:15]A review of the basic accounting equation—Assets = Liabilities + Owner’s Equity—and its three key components. Through clear examples, viewers will review how assets, liabilities, and owner’s equity interact within a business, discover how transactions affect financial statements, and understand the concept of owner’s equity in different business structures. The clip also touches on the importance of separating business and personal transactions, ensuring viewers grasp the foundational principles behind financial reporting. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454020 454020 98 G5407 0:06:15 https://www.pli.edu/programs/ccc-refreshers--accounting-and-financial-reporting-building-blocks/454018?tCode=WTC5_RSS01 Accounting and financial reporting Generally Accepted Accounting Principles Financial accounting Practice skills (Accounting and financial reporting) Balance sheets (Securities filings and financial statements) Taken from the Web Program Recorded October 10, 2025 in New YorkAssets and Liabilities [00:08:43]A review of the key concepts in asset accounting, including the processes of depreciation and amortization for tangible and intangible assets, valuation issues such as impairment and write-offs, and the complexities of self-created assets like patents and research and development expenditures. It also includes an explanation of liabilities, distinguishing between current and non-current liabilities, and provides examples such as accounts payable, notes payable, bonds, mortgages, and accrued liabilities.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454018 454018 98 G5407 0:08:43 https://www.pli.edu/programs/ccc-refreshers--accounting-and-financial-reporting-building-blocks/454016?tCode=WTC5_RSS01 Accounting and financial reporting Generally Accepted Accounting Principles Financial accounting Practice skills (Accounting and financial reporting) Balance sheets (Securities filings and financial statements) Taken from the Web Program Recorded October 10, 2025 in New YorkThe Balance Sheet [00:05:22]A review of the fundamentals of the balance sheet, explaining its role in assessing a company’s financial position. Viewers will review how assets, liabilities, and owner’s equity are categorized, the distinction between current and non-current items, and how the basic accounting equation ensures that the financial statement balances. Key terms and examples will be illustrated to help viewers understand how to read and interpret a balance sheet for informed business decisions. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454016 454016 98 G5407 0:05:22 https://www.pli.edu/programs/ccc-refreshers--accounting-and-financial-reporting-building-blocks/454014?tCode=WTC5_RSS01 Accounting and financial reporting Generally Accepted Accounting Principles Financial accounting Practice skills (Accounting and financial reporting) Balance sheets (Securities filings and financial statements) Taken from the Web Program Recorded October 10, 2025 in New YorkThe Income Statement [00:07:11]A review of the income statement, explaining its purpose, alternate names, and how it differs from the balance sheet. Viewers will review revenues, expenses, and net income, as well as how these elements impact owner’s equity over a period of time. The clip also clarifies the relationship between the income statement and the basic accounting equation, using engaging visuals and analogies to connect financial concepts in business decision-making. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454014 454014 98 G5407 0:07:11 https://www.pli.edu/programs/ccc-refreshers--accounting-and-financial-reporting-building-blocks/454012?tCode=WTC5_RSS01 Accounting and financial reporting Generally Accepted Accounting Principles Financial accounting Practice skills (Accounting and financial reporting) Balance sheets (Securities filings and financial statements) Taken from the Web Program Recorded October 10, 2025 in New YorkThe Statement of Cash Flows [00:04:31]An overview of the statement of cash flows, explaining how it tracks the movement of cash within a company over a given period . It breaks down cash flows into three main categories—operating, investing, and financing—highlighting how each section reveals the sources and uses of cash. The clip also reviews the importance of understanding these categories for assessing a company’s financial health. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454012 454012 98 G5407 0:04:31 https://www.pli.edu/programs/ccc-refreshers--accounting-and-financial-reporting-building-blocks/454010?tCode=WTC5_RSS01 Accounting and financial reporting Generally Accepted Accounting Principles Financial accounting Practice skills (Accounting and financial reporting) Balance sheets (Securities filings and financial statements) Taken from the Web Program Recorded October 10, 2025 in New YorkAccounting for Goodwill [00:06:02]A review of the concept of goodwill in accounting, explaining how it represents the value of a business beyond its assets and liabilities. Using real-world examples, it clarifies why goodwill is only recorded on the balance sheet when purchased during an acquisition, and discusses the importance of evaluating goodwill for impairment to ensure accurate financial reporting. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454010 454010 98 G5407 0:06:02 https://www.pli.edu/programs/ccc-refreshers--accounting-and-financial-reporting-building-blocks/454008?tCode=WTC5_RSS01 Accounting and financial reporting Generally Accepted Accounting Principles Financial accounting Practice skills (Accounting and financial reporting) Balance sheets (Securities filings and financial statements) Taken from the Web Program Recorded October 10, 2025 in New YorkDepreciation Expense [00:06:44]An overview of depreciation expense, explaining how businesses allocate the cost of long-term assets, such as equipment, over their useful life. It covers the basics of the accounting equation, the role of accumulated depreciation on the balance sheet, and distinguishes depreciation from amortization, another type of allocation expense. Viewers will review how these accounting practices involve estimates and judgments in financial reporting. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 454008 454008 98 G5407 0:06:44 https://www.pli.edu/programs/sports-law-g4178/451267?tCode=WTC5_RSS01 Sports Higher education Taken from the Web Program Recorded October 10, 2025 in New YorkHer Time, Her Terms: The Legal Evolution of Women’s Sports [01:01:21]After completing this session, participants will be able to:Review Title IX’s impact on funding, access, and legal precedent in college sportsExamine NIL trends and disparities affecting female athletesUnderstand the legal structure and media dynamics of emerging women’s pro leaguesIdentify legal tools to support equitable growth and investment in women’s sportsMarissa R. Borschke, Luke A. Fedlam, Dr. Melita MooreThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Intellectual Property, Ch. 10, Practising Law Institute, Sports Law: A Practical Guide to Protecting the Interests of Athletes (April 2024)Luke A. FedlamName, Image, and Likeness, Ch. 11, Practising Law Institute, Sports Law: A Practical Guide to Protecting the Interests of Athletes (April 2024)Luke A. FedlamMarketing Agreements, Ch. 6, Practising Law Institute, Sports Law: A Practical Guide to Protecting the Interests of Athletes (April 2024)Luke A. Fedlam Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451267 451267 98 G4178 1:01:21 https://www.pli.edu/programs/sports-law-g4178/451273?tCode=WTC5_RSS01 Sports Higher education Intellectual property Regulation, compliance, and enforcement (Intellectual property) Taken from the Web Program Recorded October 10, 2025 in New YorkBreaking the Pay Wall: The New Economics of College Sports [00:59:57]After completing this session, participants will be able to:Understand the legal background and implications of the House v. NCAA settlementAnalyze the evolving regulatory and compliance landscape related to NIL at the state, school, and federal levelExplore how collectives, athletic departments, and families can mitigate legal riskExamine future models for college athlete compensation, including employment classification issuesLuke A. FedlamThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Intellectual Property, Ch. 10, Practising Law Institute, Sports Law: A Practical Guide to Protecting the Interests of Athletes (April 2024)Luke A. FedlamName, Image, and Likeness, Ch. 11, Practising Law Institute, Sports Law: A Practical Guide to Protecting the Interests of Athletes (April 2024)Luke A. FedlamMarketing Agreements, Ch. 6, Practising Law Institute, Sports Law: A Practical Guide to Protecting the Interests of Athletes (April 2024)Luke A. Fedlam Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451273 451273 98 G4178 1:00:39 https://www.pli.edu/programs/sports-law-g4178/451264?tCode=WTC5_RSS01 Sports Intellectual property Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (International law) Taken from the Web Program Recorded October 10, 2025 in New YorkThe Esports Arena: Game-Changing Legal Issues in a Digital Global Sport [01:02:00]After completing this session, participants will be able to:Understand how esports leagues are organized and governed globallyExplore legal issues around IP, sponsorship, team/player contracts, and streaming rightsAnalyze labor considerations in the esports ecosystem, including contracts for minors and international playersEvaluate regulatory trends and what Olympic recognition could mean for the industryLuke A. Fedlam, Dr. Melita MooreThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Marketing Agreements, Ch. 6, Practising Law Institute, Sports Law: A Practical Guide to Protecting the Interests of Athletes (April 2024)Luke A. FedlamThe World of Esports, Ch. 15, Practising Law Institute, Sports Law: A Practical Guide to Protecting the Interests of Athletes (April 2024)Luke A. Fedlam Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451264 451264 98 G4178 1:02:00 https://www.pli.edu/programs/sports-law-g4178/451270?tCode=WTC5_RSS01 Sports Intellectual property Taken from the Web Program Recorded October 10, 2025 in New YorkDeals, Dollars & DMs: Mastering NIL Contracts in a Rapidly Changing Environment [01:01:07]After completing this session, participants will be able to:Identify key contract terms, deal structures, and red flags in NIL and endorsement agreementsUnderstand eligibility rules and consent requirements for minors in NIL dealsExplore protections for image rights, termination clauses, and exclusivity issuesLearn negotiation strategies that align with client goals and market valueMarissa R. Borschke, Luke A. FedlamThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Intellectual Property, Ch. 10, Practising Law Institute, Sports Law: A Practical Guide to Protecting the Interests of Athletes (April 2024)Luke A. FedlamName, Image, and Likeness, Ch. 11, Practising Law Institute, Sports Law: A Practical Guide to Protecting the Interests of Athletes (April 2024)Luke A. FedlamMarketing Agreements, Ch. 6, Practising Law Institute, Sports Law: A Practical Guide to Protecting the Interests of Athletes (April 2024)Luke A. Fedlam Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451270 451270 98 G4178 1:01:07 https://www.pli.edu/programs/brokerdealer-regulation-and-enforcement/451176?tCode=WTC5_RSS01 Securities and other financial products Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded October 9, 2025 in New YorkBroker/Dealer Lawyer and Compliance Officer Roundtable [01:01:56]Senior in-house regulatory lawyers and compliance Officers will share challenges they face managing regulatory, enforcement and compliance issues affecting their firms. Participants will leave this program with a greater understanding of the current regulatory issues and priorities facing in-house lawyers and compliance officers, and lessons to be learned from recent examinations and/or enforcement actions, including:Decision-making throughout the enforcement process, including self-reporting, cooperation and remediationAdvising supervisors and employeesHandling whistleblower complaintsApproaches for assessing compliance program effectiveness and maintaining a robust programStrategies for mitigating compliance in the regulatory cross-hairs Moderator: Ghillaine ReidSpeakers: Jason Habermeyer, Cece Baute Mavico, Gina Petrocelli, Lara C. ThyagarajanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:King & Spalding, General Counsel’s Decision TreeAlec Koch,Andrew Michaelson,David Willingham,Eric Hirsch,Dixie L. Johnson,Carmen J. LawrenceTroutman Pepper Locke, LLP, Conviction in Insider Trading Case Brings New Attention to 10b5-1 Plans (June 27, 2025)Eugene W. McDermott,David I. Meyers,Jay A. Dubow,Rob Evans,Stanley Keller,Ghillaine A. ReidTroutman Pepper Locke, LLP, New DOJ National Security Division Data Security Rules Take Effect on April 8: Is Your Organization Exposed? (April 3, 2025)Peter E. Jeydel,James Koenig,David J. Navetta,Laura Hamady,Ghillaine A. ReidFINRA, 2025 FINRA Industry Snapshot (July 2025)Carmen J. Lawrence,Andre E OwensU.S. Securities and Exchange Commission, Division of Examinations, 2025 Examination PrioritiesCarmen J. Lawrence,Andre E Owens Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451176 451176 98 G3025 1:02:38 https://www.pli.edu/programs/brokerdealer-regulation-and-enforcement/451186?tCode=WTC5_RSS01 Securities and other financial products Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Cryptocurrencies Taken from the Web Program Recorded October 9, 2025 in New YorkExaminations and Rulemaking Developments: Broker/Dealer Regulatory Update [01:16:31]Panel will discuss recent regulatory developments that have been receiving examination and rulemaking attention. Participants will leave this program with a greater understanding of:Digital Assets (SEC Crypto Roundtable; legislative proposals)Firm readiness for Rule 605 amendments (order execution disclosures)Minimum pricing increments/market access feesArtificial IntelligenceFINRA rule modernization: Outside Activities proposalFINRA rule modernization: Request for comments re research rules and corporation finance rulesExtended trading hoursModerator: Andre E. OwensSpeakers: Mahlet Ayalew, Joseph Corcoran, Racquel Russell, Krista RyanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:WilmerHale, SEC Chair Atkins Unveils “Project Crypto” to Modernize U.S. Securities Regulation (August 1, 2025)Matthew Beville,Daniel LaMagna,Tiffany J. Smith,Zachary Goldman,Benjamin Neaderland,Jeremy Moorehouse,Andre E. OwensWilmerHale, Congress Set to Bring CLARITY to Digital Asset Market Structure (July 14, 2025)Matthew B. Kulkin,Jeffrey Wieand,Daniel LaMagna,Zachary Goldman,Tiffany J. Smith,Jeremy Moorehouse,Andre E. OwensSidley, Updates, The GENIUS Act: A Framework for U.S. Stablecoin Issuance (July 21,2025)Lara C. Thyagarajan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451186 451186 98 G3025 1:16:31 https://www.pli.edu/programs/brokerdealer-regulation-and-enforcement/451179?tCode=WTC5_RSS01 Ethics and professional responsibility Securities and other financial products Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded October 9, 2025 in New YorkEthical Issues Facing Lawyers in the Financial Services Industry [01:01:57]Participants will leave this program with a greater understanding ofIdentifying, managing or eliminating conflicts of interestProperly protecting, asserting and waiving privilegeHandling multiple party/joint representationsModerator: James Q. WalkerSpeakers: H. Gregory Baker, Erika Engelson, Ilene Marquardt, Christopher K. Williams The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Issues Facing Lawyers in Government Investigations and LitigationJames Q. WalkerPresentation MaterialEthical Issues Facing Lawyers in the Financial Services IndustryH. Gregory Baker, Erika Engelson, Ilene B. Marquardt, James Q. Walker, Christopher K. Williams Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451179 451179 98 G3025 1:01:57 https://www.pli.edu/programs/brokerdealer-regulation-and-enforcement/451182?tCode=WTC5_RSS01 Securities and other financial products Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Cryptocurrencies Taken from the Web Program Recorded October 9, 2025 in New YorkBroker/Dealer: State Enforcement Initiatives, Developments and Priorities State regulators will review regulatory initiatives, developments and priorities [01:16:13]State regulators will review regulatory initiatives, developments and priorities. Participants will leave this program with a greater understanding of how to avoid and respond to state regulators regarding:Filling the void left by federal enforcement priority shiftsInvestment fraud involving traditional and non-traditional securities to retail investorsSenior fraud, Ponzi schemes, Affinity fraud, and social media/internet fraud/metaverseCryptocurrency and digital asset issuesThe role of artificial intelligence, including algorithmsModerator: Lauren Cook Jackson Speakers: Amber Crouch, Marni Gibson, Anthony Leone, Shamiso MaswosweThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:NASAA Enforcement Report 2024Lauren Cook JacksonPress Release, NASAA Announces Multimillion Settlement with Five Firms (June 9, 2025)Lauren Cook JacksonSidley, Updates, State Securities Regulators Stake a Claim in Crypto Asset Markets (August 14, 2025)Lara C. Thyagarajan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451182 451182 98 G3025 1:16:55 https://www.pli.edu/programs/brokerdealer-regulation-and-enforcement/451189?tCode=WTC5_RSS01 Securities and other financial products Broker-dealers Regulation, compliance, and enforcement (Securities and other financial products) Cryptocurrencies Taken from the Web Program Recorded October 9, 2025 in New YorkSEC, CFTC, DOJ and SRO Enforcement of Brokers/Dealers [01:29:29]Senior regulators will discuss their enforcement initiatives, developments and priorities. Participants will leave this program with a greater understanding of regulators’ expectations around the following issues:Federal Enforcement under the new administration:Organizational, policy, and staffing changesSEC’s return to its “core mission: the retail investor, insider trading, fraud, accounting and disclosureDOJ’s “Focus, Fairness, and Efficiency in the Fight Against White-Collar Crime”FINRA priorities: third party risk management, outside business activities, investment fraud, sales practices and Reg BI compliance, market manipulation and AMLContinued priorities: individual accountability, artificial intelligence, cyber related misconduct, crypto/digital assets fraudOn the cutting room floor-FCPA, Crypto/digital assets registration cases, ESGThe Government’s Remedies Toolbox- current view on penalties, O & D bars, independent consultants/receivers/monitors and other remedies.Moderator: Carmen J. LawrenceSpeakers: Stephanie Avakian, Julie Glynn, Osman NawazThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:King & Spalding, Client Alert, Fewer Cases So Far, with a Focus on Retail Investor Fraud—A Look at the First Six Months of SEC Enforcement Under the New Administration (August 21, 2025)Clarissa Moliterno,Tiara Galvez,Alec Koch,Carmen J. Lawrence,William Johnson,Matthew B. Hanson,Dixie L. Johnson,Brian P. Miller,Aaron W. Lipson,Andrew Michaelson,Emily P. GordyKing & Spalding, Client Alert, FINRA Proposes Amendments to The Gifts Rule (June 24, 2025)Patrick Sean Kelly (Sean),Steven Robert Blau,Emily P. Gordy,Aaron W. Lipson,Russell D. Sacks,Carmen J. LawrenceKing & Spalding, Client Alert, A New Era of FCPA Enforcement (June 12, 2025)Andrew C. Hruska,Barry Kamar,Yelena Kotlarsky,Victoria Panettiere,Alec Koch,Carmen J. LawrenceKing & Spalding, Client Alert, Anti-Bribery and Anti-Corruption Enforcement in the U.S., UK, and Europe Post-FCPA Pause (April 28, 2025)Richard Sharpe,Margaret Nettesheim,Alex Tivey,Aaron Stephens,Brandt Leibe,Alec Koch,Jonathan Green,Carmen J. Lawrence,Grant W. NicholsKing & Spalding, Client Alert, Rebranding of SEC Cyber Unit Reflects Shift in Enforcement Priorities (February 25, 2025)William Johnson (Bill),Jackson Grubbe,Nadia Doherty,Alec Koch,Carmen J. Lawrence,Aaron LipsonWilmerHale, CFTC Update: The First 30 Days (February 27, 2025)Matthew B. Kulkin,Matthew Beville,Megan O’Flynn,Andre E. Owens Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451189 451189 98 G3025 1:29:29 https://www.pli.edu/programs/antitrust-counseling--compliance/451083?tCode=WTC5_RSS01 Taken from the Web Program Recorded October 9, 2025 in New YorkIP Licensing and Antitrust Considerations [01:04:16]After completing this session, participants will be able to answer the following questions:Are there antitrust limitations on an IP owner’s right to refuse to license?In what situations do restrictions in licensing agreements raise antitrust concern?Is patent hold-up a real problem and, if so, are FRAND commitments an effective remedy?When, if ever, does a request for injunctive relief or exclusion orders for FRAND-encumbered patents give rise to an antitrust claim?What do the lower court decisions after FTC v. Actavis teach us about what is lawful in pharmaceutical patent settlements? What is the impact of California Assembly Bill 824, the “Pay for Delay” law?Under what circumstances can enforcement of IP rights in court lead to antitrust liability?What do the current investigations of Facebook, Amazon, Google and Apple suggest about the future of antitrust enforcement?Are the rules governing IP/antitrust different in Europe, China and the rest of the world?Michael J. LawrencePresentation MaterialIP Licensing and Antitrust ConsiderationsMichael J. LawrenceIP Licensing and Antitrust Considerations HandoutMichael J. Lawrence Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451083 451083 98 G3058 1:04:58 https://www.pli.edu/programs/antitrust-counseling--compliance/451074?tCode=WTC5_RSS01 Taken from the Web Program Recorded October 9, 2025 in New YorkCompetition Law Compliance from an In-House Perspective [01:01:54]This session will provide in-house counsel with an overview of how to design, construct and implement a successful competition law compliance program. After completing this session, participants will be able to: Spot hot issues in competition law enforcement around the worldAppreciate the goals and elements of a successful competition law compliance programNavigate and consider how to design a global program for global operationsLearn tips and takeaways for developing an effective in-house antitrust compliance programJessica M. Hoke VanDerMillerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Justice, Antitrust Division, Evaluation of Corporate Compliance Programs in Criminal Antitrust Investigations (July 2019)Megan BrowdiePresentation MaterialCompetition Law Compliance from an In-House PerspectiveJessica M. Hoke VanDerMiller Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451074 451074 98 G3058 1:02:36 https://www.pli.edu/programs/antitrust-counseling--compliance/451089?tCode=WTC5_RSS01 Taken from the Web Program Recorded October 9, 2025 in New YorkInteractions with Customers and Suppliers: Marketing and Distribution Issues in Antitrust Law [00:56:11]This session will provide an overview of the antitrust laws applying to marketing and distribution relationships. After completing this session, participants will be able to:Understand the antitrust laws applying to price and non-price restraints imposed by suppliers on distributors (or vice versa)Identify the potential antitrust concerns arising in common practices, including customer and territorial restrictions, exclusivity, dual distribution, tying and bundling, resale price maintenance and minimum advertised price (MAP) programs, price discrimination and discriminatory provisions of promotional funds and servicesUnderstand the antitrust treatment of vertical restraints under the new EU Vertical Block Exemption RegulationReview recent US and EU developments in vertical restrain enforcementDifferentiate antitrust treatment of vertical restraints in UK, China, Japan, Brazil and IndiaLisl J. DunlopThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Lisl Dunlop, Matthew Gorski and Jonathan Krone, Interactions with Customers and Suppliers: Marketing and Distribution Issues in Antitrust Law—2025 DevelopmentsLisl DunlopPresentation MaterialInteractions with Customers and Suppliers: Marketing and Distribution Issues in Antitrust LawLisl J.. Dunlop Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451089 451089 98 G3058 0:56:53 https://www.pli.edu/programs/antitrust-counseling--compliance/451077?tCode=WTC5_RSS01 Taken from the Web Program Recorded October 9, 2025 in New YorkEthics for Antitrust Attorneys [01:03:01]This session will review ethical obligations and practical scenarios for the antitrust practitioner. After completing this session, participants will be able to:Understand how to avoid ethical problems as an antitrust lawyer when serving as an in-house lawyer responsible for business counseling and antitrust compliance or when representing organizational clients and their executives, conducting an antitrust audit or an internal investigation, contacting former employees, or dealing with the ethics of employing former government enforcers and regulators.Pinpoint special ethical considerations in litigation and government investigations, including ethical issues that can arise regarding parallel proceedings, e-discovery witness coaching, remote testimony, and the use of artificial intelligence.Patricia A. Conners, Hon. Dolores DorsainvilThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Considerations for Antitrust Lawyers (Substantive Outline)Patricia A. Conners,Dolores DorsainvilPresentation MaterialEthics for Antitrust AttorneysPatricia A. Conners, Hon. Dolores Dorsainvil Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451077 451077 98 G3058 1:03:01 https://www.pli.edu/programs/antitrust-counseling--compliance/451080?tCode=WTC5_RSS01 Taken from the Web Program Recorded October 9, 2025 in New YorkAntitrust Issues in Mergers and Acquisitions [01:02:06]This session will explain the merger review process and merger guidelines and provide an overview of the latest developments in merger enforcement. After completing this session, participants will be able to:Understand the merger review process and changes implemented by the Biden AdministrationMaking sense of complicated HSR rulesProcedural changes by the Biden Administration, from terminating early termination to ongoing investigation lettersCoordinating global competition filingsAntitrust risk shifting provisions in merger agreementsAvoiding “gun jumping” while preparing to integrateWhat we can learn from the HSR statisticsChanges to the HSR rules and formBetter understand the legal and economic theories that the DOJ and FTC are using to evaluate transactionsThe headlines and the enforcement recordKey take-aways from the new DOJ/FTC Merger GuidelinesHorizontal and vertical merger analysisAcquisitions of “nascent” or “potential” competitorsPartial acquisitions, roll-ups, and acquisitions by private equity firmsThe new focus on labor competitionMegan BrowdieThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Megan Browdie and Nicollette Kirby, Introduction to Merger Enforcement: The Merger Review Process and Merger Guidelines and Enforcement Trends (August 2025)Megan BrowdiePresentation MaterialAntitrust Issues in Mergers and AcquisitionsMegan Browdie Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451080 451080 98 G3058 1:02:06 https://www.pli.edu/programs/antitrust-counseling--compliance/451086?tCode=WTC5_RSS01 Taken from the Web Program Recorded October 9, 2025 in New YorkInteractions with Competitors: Collaboration and Exclusion [01:04:07]This session will provide an overview of considerations that companies should keep in mind when interacting with competitors, whether it be trade associations, partnerships, or other interactions. After completing this session, participants will be able to: Issue spot practices that are “hard core” violations of the antitrust lawsUnderstand issues raised by participation in trade associationsIdentify enforcement trends in non-competes, no poach and wage fixingDescribe the DOJ/FTC Competitor Collaboration Guidelines and the basic framework for thinking about joint ventures and other competitor collaborations Provide strategies for minimizing risk when exchanging information with competitors Margaret T. SegallPresentation MaterialInteractions with Competitors: Collaboration and ExclusionMargaret T. Segall Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451086 451086 98 G3058 1:04:07 https://www.pli.edu/programs/technotainment/451062?tCode=WTC5_RSS01 Sweepstakes and promotions Regulation, compliance, and enforcement (Communications and telecommunications) Intellectual property Online platforms Technotainment Taken from the Web Program Recorded October 9, 2025 in San FranciscoThe Use of Technology and Entertainment on Consumer-Facing Platforms [01:00:41]As with many other sectors, the convergence of technology and entertainment continues to accelerate in consumer-facing platforms that combine e-commerce, content creation, sweepstakes, and immersive gamified experiences. From influencer-led shopping streams to immersive worlds like Roblox and Fortnite, the lines between content, commerce, and community are increasingly blurred. This session will explore the latest legal and commercial trends at the intersection of consumer engagement and emerging technologies. We will also address the growing regulatory landscape affecting youth participation and brand partnerships, particularly in light of NIL rights and increasing involvement of minors as content creators, influencers, and brand ambassadors. After completing this session, participants will be able to:Identify cutting-edge technologies shaping consumer platforms, including AI-driven personalization, live-stream shopping integrations, augmented reality, and gamified loyalty programs.Evaluate legal and reputational risks related to user-generated content, including issues of content ownership, moderation obligations, copyright enforcement, and platform liability.Understand evolving rules from regulatory bodies concerning sweepstakes, skill-based contests, FTC endorsement rules, privacy, COPPA compliance, and platform responsibility.Assess NIL implications, including key contract considerations and enforcement risks, especially where influencers are minors.Recognize challenges and opportunities presented by the growing participation of minors in commercial content, including legal protections, consent requirements, and best practices for brands and platforms targeting or featuring youth.CFE Field of Study: Fraud Alex LockeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Use of Technology and Entertainment on Consumer-Facing Platforms (Substantive Outline)Alex LockePresentation MaterialThe Use of "Technotainment" on Consumer-Facing PlatformsAlex Locke Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451062 451062 98 G3193 1:01:23 https://www.pli.edu/programs/technotainment/451059?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Technology Cryptocurrencies Technotainment Taken from the Web Program Recorded October 9, 2025 in San FranciscoThe Price You Pay: Consumer Protection Enforcement Across Jurisdictions [01:00:04]This panel will discuss consumer protection trends in the U.S and EU as it relates to virtual currencies and virtual items sold to consumers. The panelists will discuss recent trends in each jurisdiction and then discuss how to evaluate product development to minimize risk to the business. After completing this session, participants will be able to:Understand the current legal framework in the US and the EU for implementing the sale of virtual currencies and items; andMake informed decisions about whether to harmonize product development across jurisdictions or take a multi-jurisdictional approach to complianceCFE Field of Study: Fraud Kimberly Culp, Felix HilgertThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Molly Melcher, Kimberly Culp and Kara Grandin, Fenwick & West LLP, That’s a Wrap: Ninth Circuit Signals Tougher Standards for Enforceability of Online Agreements (March 27, 2025)Kimberely CulpMolly Melcher, Kimberly Culp and Caroline Simeon-Rose, Fenwick & West LLP, CLE Takeaways: The Risks and Rewards of Recurring Subscriptions (January 31, 2025)Kimberely CulpEric Ball and Kimberly Culp, Fenwick & West LLP, California’s New Digital Goods Law Targets Misleading Media Licenses (December 3, 2024)Kimberely CulpJedediah Wakefield and Kimberly Culp, Fenwick & West LLP, California Tightens Requirements for Automatically Renewing Subscriptions (October 10, 2024)Kimberely CulpPresentation MaterialThe Price You Pay: Consumer Protection Enforcement Across JurisdictionsKimberly Culp, Felix Hilgert Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451059 451059 98 G3193 1:00:46 https://www.pli.edu/programs/technotainment/451068?tCode=WTC5_RSS01 Arts, entertainment, and sports Intellectual property Regulation, compliance, and enforcement (Intellectual property) Technology Technotainment Taken from the Web Program Recorded October 9, 2025 in San FranciscoWhen Entertainment Becomes Advocacy: The Legal and Social Power of Technotainment [01:02:06]As entertainment and technology continue to evolve in tandem, their intersection “Technotainment"—has reshaped the landscape of advocacy, political messaging, and the public's perception of legal cases. This segment will explore how filmmakers, musicians, writers, podcasters, influencers, and other creatives leverage these tools to champion viewpoints, challenge narratives, and amplify social movements. Additionally, we will examine how entertainers utilize Technotainment to shape public discourse, disseminate specific viewpoints, and frame legal narratives that redefine our collective understanding of key issues. Through legal analysis, case studies, and key examples, this discussion will highlight the power, influence, and legal implications of advocacy in the digital age. After completing this session, participants will be able to:Understand the evolving relationship and intersection between technology, entertainment, and advocacy.Analyze how shifts in "Technotainment" have impacted advocacy by entertainers.Explore legal frameworks that have shaped, regulated, and occasionally constrained advocacy over time.Learn about various legal elements and platforms that apply, including First Amendment Issues, IP Law, consumer protection laws, government oversight, Section 230 of the CDA and prominent state lawsNatasha S. CheeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:When Entertainment Becomes Advocacy—The Legal and Social Power of Technotainment (Substantive Outline) (July 14, 2025)Natasha S. CheePresentation MaterialWhen Entertainment Becomes Advocacy: The Legal and Social Power of TechnotainmentNatasha S. Chee Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451068 451068 98 G3193 1:02:48 https://www.pli.edu/programs/technotainment/451065?tCode=WTC5_RSS01 Intellectual property Copyright infringement Technology Artificial intelligence Technotainment Taken from the Web Program Recorded October 9, 2025 in San FranciscoIntellectual Property Implications of Artificial Intelligence in Content Creation and the Arts [01:04:24]Governments around the world are still grappling with how to approach the intellectual property rights implications of artificial intelligence in content creation and the arts. As we see increasing use of AI technology especially in entertainment, growing concerns around copyright infringement are rising. This 1-hour segment will present an overview of emerging trends in the use of AI in content creation and the arts and what regulatory frameworks are being put in place to protect content creators. After completing this session, participants will be able to:Identify the different kinds of AI technologies being used in content creation and the arts industryLearn about some of the issues such as copyright infringement that are raised by the growing use of AI in the arts industryDiscover the regulatory landscape on the Global, Federal and State level and learn how different governments and other bodies are approaching the regulation of AI in content creation including guidelines on what constitutes original AI generated contentCFE Field of Study: Fraud Ryan M. LapineThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Intellectual Property Implications of Artificial Intelligence in Content Creation and the Arts (Substantive Outline)Ryan M. LapinePresentation Material2025 Update on the Application of Copyright Law to Artificial IntelligenceRyan M. Lapine Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451065 451065 98 G3193 1:05:06 https://www.pli.edu/programs/technotainment/451071?tCode=WTC5_RSS01 Cybersecurity and data protection Intellectual property Technology Artificial intelligence Technotainment Taken from the Web Program Recorded October 9, 2025 in San FranciscoEthics and Corporate Responsibility for Executives in Privacy, Cybersecurity and AI [01:07:35]New and emerging laws are increasingly requiring businesses and corporate executives to conduct assessments and file reports relating to risks that come with the collection, use and sharing of data. This session will give an overview of the legal requirements for reporting and the ethical obligations for executives to oversee and manage modern consumer protection risks. After completing this session, participants will be able to:Identify new and emerging laws for risk assessments around data privacyDescribe the legal reporting obligations for managing modern day consumer protection risksIdentify the ethical obligations for managing modern day consumer protection risksCybersecurity, Privacy and Data Protection - Ethics credit (NY)Jeewon K. SerratoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics and Corporate Responsibility for Executives in Privacy, Cybersecurity and AIJeewon K. SerratoPresentation MaterialEthics and Corporate Responsibility for Executives in Privacy, Cybersecurity and AIJeewon K. Serrato Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451071 451071 98 G3193 1:08:17 https://www.pli.edu/programs/technotainment/451056?tCode=WTC5_RSS01 Music Television (Communications and telecommunications) Intellectual property Intellectual property licensing Technotainment Taken from the Web Program Recorded October 9, 2025 in San FranciscoMusic Licensing in an Audio-Visual World [01:00:40]Whether you’re representing a movie studio, a television production company, a major audio-visual streaming service, an advertising agency or any type of business that uses pre-existing songs in audio-visual products- or if you own or control that music, it is essential that you understand the licensing process that allows you to use copyrighted musical compositions. This type of negotiated license for visual media is known as a synchronization license and must be obtained prior to the release of any product. Absent such a license, a copyright infringement claim will soon follow. After completing this session, participants will be able to:Understand and be able to negotiate the many variations being presented in today’s audio visual “synch” environment including in network and cable television series, audio-visual streaming services, dramatic versus music- centric shows and video games among other areas.Learn the short term as well as long term financial rewards resulting from successful synch negotiations.Jeff Brabec*, Todd Brabec**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Music Licensing for Audio Visual ProductionsJeff Brabec,Todd Brabec Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451056 451056 98 G3193 1:01:22 https://www.pli.edu/programs/estate-planning-institute/451032?tCode=WTC5_RSS01 Estates and trusts Estate planning Tax Taken from the Web Program Recorded October 8, 2025 in New YorkTrust Decanting – A Detailed Review [01:00:08]This session will review the mechanics and pitfalls of trust decanting, reexamining in detail a tool widely used by practitioners. The session will include a discussion of:Drafting decanting provisions for trust agreementsIncome tax reporting for decanted assetsOverview of cases involving decanted trustsDecanting GST grandfathered trustsDecanting trusts with withdrawal rightsNathaniel W. BirdsallPresentation MaterialTrust Decanting – A Detailed ReviewNathaniel BirdsallTrust Decanting – A Detailed ReviewNathaniel Birdsall Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451032 451032 98 G3216 1:01:38 https://www.pli.edu/programs/estate-planning-institute/451026?tCode=WTC5_RSS01 Estate planning Divorce Taken from the Web Program Recorded October 8, 2025 in New YorkTrusts and Estates Aspects of Matrimonial Issues [01:00:27]This session will discuss the interplay, and sometimes contradictions, between trust and estate law and matrimonial law. After completing this session, participants will be able to:Identify the three pillars of protection when contemplating marriageLearn about the effective use of trusts in marriage planningAnticipate unexpected and common problems in divorce planning with trustsUnderstand issues that arise from divorce and deathChristen K. DouglasPresentation MaterialTrusts and estates aspects of matrimonial issuesChristen DouglasAccess Denied: Spousal Lifetime Access Trusts in DivorceChristen Douglas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451026 451026 98 G3216 1:01:57 https://www.pli.edu/programs/estate-planning-institute/451038?tCode=WTC5_RSS01 Estate planning Supplemental needs trusts Elder law Medicaid Taken from the Web Program Recorded October 8, 2025 in New YorkElder Law and Special Needs Planning [01:02:46]This session will provide a comprehensive overview of trust planning strategies for addressing long-term care needs and supporting individuals with disabilities. By the end of the session, participants will be able to understand:Planning options for covering long-term care costs with a particular focus on the use of trusts in Medicaid planning; andThe fundamentals of the uses, criteria and implementation of third party SNTs including practical tips and traps for the unwary that must be considered in drafting and administering third party SNTsAmy C. O’HaraPresentation MaterialElder Law and Special Needs PlanningAmy C. O’HaraElder Law and Special Needs PlanningAmy C. O’Hara Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451038 451038 98 G3216 1:04:58 https://www.pli.edu/programs/estate-planning-institute/451029?tCode=WTC5_RSS01 Estate planning Estate tax Tax Taken from the Web Program Recorded October 8, 2025 in New YorkState Estate Taxation of Nonresidents [01:01:11]After completing this session, participants will be able to:Provide an overview of state rules on residency for estate tax purposesDescribe state rules on calculation of nonresident estate tax, including apportionment of state exemptionEvaluate the use of LLCs or entities to change resultsAndrew S. AuchinclossPresentation MaterialState Estate Tax Considerations for Non-DomiciliariesAndrew S. AuchinclossState Estate Tax Considerations for Non-DomiciliariesAndrew S. Auchincloss Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451029 451029 98 G3216 1:02:42 https://www.pli.edu/programs/estate-planning-institute/451035?tCode=WTC5_RSS01 Administration of estates and trusts Estate planning Grantor trusts Supplemental needs trusts Life insurance Taken from the Web Program Recorded October 8, 2025 in New YorkEthical Issues and Conflicts Associated with Trust Owned-Life Insurance: Managing Policies and Fulfilling Fiduciary Obligations [01:01:39]This session will cover attorney obligations in connection with trust-owned life insurance. After completing this session, participants will be able to:Understand attorneys’ ethical responsibilities pursuant to the ABA Model Rules of Professional Conduct, State Rules of Professional Conduct, and the Prudent Investor RuleAnalyze obligations outlined in case law regarding trust-owned life insuranceReview latest judicial and legislative developmentsManage inherent conflicts within the context of utilizing life insuranceReduce potential litigation riskSharon L. KleinPresentation MaterialEthical Issues and Conflicts Associated with Trust Owned-LifeSharon L. KleinEthical Issues and Conflicts Associated with Trust Owned-Life Insurance: Managing Policies and Fulfilling Fiduciary ObligationsSharon L. Klein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451035 451035 98 G3216 1:03:09 https://www.pli.edu/programs/estate-planning-institute/451041?tCode=WTC5_RSS01 Estate planning Tax Taken from the Web Program Recorded October 8, 2025 in New YorkHeads I Win, Tails You Lose: Advising High Net Worth Clients in Times of Unprecedented Change [00:57:00]This session will discuss how to advise high net worth clients in times of protracted and unprecedented political, economic, cultural, and scientific change. We will explore which changes are likely in transition, which will return to “normal”, and which are here to stay. After completing this session, participants will be able to:Review tax amendments in the U.S. and abroadUnderstand shifts in enforcement leading to new reporting requirementsPrepare for changes in access to informationDiscuss changes in family structures and the frequency of intra-family litigationAdapt estate planning and wealth preservation strategies for clients despite changing rulesJoshua S. RubensteinPresentation MaterialHeads I win, Tails you Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific ChangeJoshua S Rubenstein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451041 451041 98 G3216 0:57:00 https://www.pli.edu/programs/international-tax-issues-update/451016?tCode=WTC5_RSS01 International tax Cross-border M & A Tax Tax planning and strategy Taken from the Web Program Recorded October 8, 2025 in New YorkCross-Border M&A Planning and Developments [01:17:48]This discussion will focus on the impact of recent U.S. tax law changes on global transaction planning. After completing this session, participants will be able to:Identify previously taxed earning & profits (PTEP) issues in M&A transactionsUnderstand issues for M&A transactions in light of Pillar Two and CAMTRecognize the numerous technical rules that can result in deemed acquisitions and inflate domestic corporation shareholder’s ownership percentage, causing Section 7874 to apply in very unintuitive waysDevon M. Bodoh, Daniel M. McCall, Laura WilliamsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The One, Big, Beautiful Bill Act: The Future of Tax Policy?Devon M. BodohPresentation MaterialCross-Border AcquisitionsDevon M. Bodoh, Daniel M. McCall, Teisha M. Ruggiero, Laura Williams Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451016 451016 98 G5218 1:19:18 https://www.pli.edu/programs/international-tax-issues-update/451022?tCode=WTC5_RSS01 Corporate tax International tax Tax Tax planning and strategy Taken from the Web Program Recorded October 8, 2025 in New YorkInbound Planning and Developments [01:07:48]This panel will discuss the latest developments affecting inbound planning. After completing this session, participants will be able to:Describe the inbound tax provisions in recently proposed or enacted U.S. legislation, including potential retaliatory tax measures and changes to the base erosion anti-abuse tax (BEAT)Determine the applicability of the corporate alternative minimum tax (CAMT)Conduct domestically-controlled REIT analysis taking into account the latest proposed regulationsIdentify the latest developments in qualified foreign pension fund (QFPF) and Section 892 exemptionsAssess the status of U.S. income tax treatiesApply the share buyback excise tax rules to repurchases involving non-U.S. publicly traded corporationsQuyen P. Huynh, Jennifer Lee, Amanda Pedvin VarmaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davies, Major U.S. Tax Legislation Enacted Without Retaliatory Tax Provision (July 18, 2025)Peter A. Glicklich,Jennifer Lee,Jonathan M. Rhein,Zaira Cortes RiveroDavies, Retaliatory Taxes: Pending Legislation in U.S. Congress May Adversely Impact Returns on Inbound Investment (June 20, 2025)Peter A. Glicklich,Jennifer Lee,Jonathan M. Rhein,Zaira Cortes RiveroSelected U.S. Tax Developments: Canadian Residents Who Are U.S. Citizens May Be Able to Credit Canadian Taxes Against the U.S. Net Investment Income TaxJonathan Rhein,Peter A. Glicklich,Michael J. Miller,Jennifer LeeInternational Tax Changes in the One Big Beautiful Bill ActAmanda Pedvin Varma,Lauren AzebuPresentation MaterialInbound Planning and DevelopmentsQuyen P. Huynh, Jennifer Lee, Amanda Pedvin Varma, Robert H. Scarborough Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451022 451022 98 G5218 1:09:19 https://www.pli.edu/programs/international-tax-issues-update/451019?tCode=WTC5_RSS01 Corporate tax International tax Tax planning and strategy Taken from the Web Program Recorded October 8, 2025 in New YorkDevelopments on Transfer Pricing [01:01:27]This session will explore recent transfer pricing developments, including guidance and transfer pricing controversy. After completing this session, participants will be able to:Evaluate the impact of recent guidance regarding periodic adjustments and the arm's length standardUnderstand the significance of recent and pending U.S. transfer pricing casesInterpret recent OECD policy developments affecting transfer pricing, including with respect to Amount BUnderstand the interaction between the transfer pricing rules and customs valuation in the case of imported propertyRocco V. Femia, Marissa K. RensenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Dreaming of Infallibility: Periodic Adjustments Under Treas. Reg. §1.482-4Jack O’Meara,Mark Martin,Thomas Bettge,Hans Gerling,Marissa K. RensenPresentation MaterialDevelopments on Transfer PricingRocco V. Femia, Michelle L. Ng, Marissa K. Rensen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451019 451019 98 G5218 1:03:39 https://www.pli.edu/programs/international-tax-issues-update/451013?tCode=WTC5_RSS01 International tax Foreign tax credits Tax Tax planning and strategy Taken from the Web Program Recorded October 8, 2025 in New YorkForeign Tax Credits (FTCs), Anti-Deferral and Intangible Income Planning and Developments [01:30:13]This panel will explore the latest changes to the foreign tax credit regulations and the latest anti-deferral developments. After completing this session, participants will be able to:Identify changes to the anti-deferral and intangible income rules in recently proposed or enacted U.S. legislationDescribe emerging questions involving the FTC, including with respect to Pillar Two taxesUnderstand key issues in recent litigation involving tax issues relevant for U.S. shareholders of controlled foreign corporations (CFCs)Stephen R.A. Bates, Elizabeth Sani Nelson, William R. SkinnerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:International Tax Changes in the One Big Beautiful Bill ActAmanda Pedvin Varma,Lauren AzebuPresentation MaterialForeign Tax Credits and Subpart F Planning and DevelopmentsStephen R.A. Bates, Mallory E. Mendrala, Elizabeth Sani Nelson, William R. Skinner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451013 451013 98 G5218 1:31:43 https://www.pli.edu/programs/international-tax-issues-update/451010?tCode=WTC5_RSS01 International tax Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded October 8, 2025 in New YorkCross-Border Partnership Planning and Developments [01:15:36]This session will present an overview of the planning considerations affecting cross-border partnerships. After completing this session, participants will be able to:Determine pro rata share for controlled foreign corporation (CFC) income purposesApply Sections 1248 and 751 in the partnership contextExplore U.S. tax considerations in choice of jurisdiction issues when forming a partnership as an investment vehicleAri Berk, Erin Cleary, Eric B. SloanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gibson Dunn, Tax Update, Focus on QSBS Provisions in the One Big Beautiful Bill Act (July 15, 2025)Eric B. SloanGibson Dunn, Tax Update, Focus on Clean Energy Tax Provisions in the One Big Beautiful Bill Act (July 14, 2025)Eric B. SloanGibson Dunn, Tax Update, Tax Highlights on the One Big Beautiful Bill Act (July 4, 2025)Eric B. SloanGibson Dunn, Tax Update, The Retaliatory Tax Provision Included in the One Big Beautiful Bill Act Could Have Potentially Sweeping Consequences (June 18, 2025)Eric B. SloanPresentation MaterialCross-Border Partnership Planning and DevelopmentsAri Berk, Erin Cleary, Robert H. Scarborough, Eric B. Sloan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451010 451010 98 G5218 1:17:06 https://www.pli.edu/programs/the-law-of-newlaw/450873?tCode=WTC5_RSS01 Multijurisdictional practice (Ethics and professional responsibility) In-house counsel (Ethics and professional responsibility) Professional conduct Regulation, compliance, and enforcement (Ethics and professional responsibility) Artificial intelligence Taken from the Web Program Recorded October 7, 2025 in San FranciscoEthics of Multi-Jurisdictional Practice [00:59:52]In this new remote-work world, the borders around jurisdictions can be unclear. This session explores licensing and jurisdictional issues, and the intersection with ABA Model Rule 5.5. After completing this session, participants will be able to:Understand the basics: Where can lawyers practice? Driven by the pandemic and lawyer demand, and exacerbated by a tight lawyer market, more and more lawyers in all practice settings, including in-house counsel, are working from home or remotely all over the country and in foreign jurisdictions – bringing issues of multi-jurisdictional practice (MJP) and unauthorized practice of law (“UPL”) by lawyers to the fore. Where are they practicing? How can AI impact this?Understand the basics of ABA Model Rule of Professional Conduct 5.5, the law governing UPL, and other law that governs the activities of lawyers “in” jurisdictions where they are not licensed. And what does “in” mean, anyway?Identify how best to navigate the complex maze of laws and rules, including versions of ABA Model Rule 5.5, UPL law, and other law that regulates the activities of lawyers not licensed in a jurisdiction.Analyze how legal-service providers working across multiple jurisdictions, with varying adoptions of ABA Model Rule 5.5, may effectively navigate MJP regulation.Brian S. Faughnan, Mark L. TuftThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:AI, UPL, and the Justice Gap, Bench & Bar Minn., Vol. 81, No. 3 (April 2024)Damien RiehlThe State Bar of California, Rules of Professional ConductKevin ChernPresentation MaterialEthics of Multi-Jurisdictional PracticeBrian S. Faughnan, Mark L. Tuft Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450873 450873 98 G3924 1:00:34 https://www.pli.edu/programs/the-law-of-newlaw/450867?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Attorney advertising Professional conduct Regulation, compliance, and enforcement (Ethics and professional responsibility) Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded October 7, 2025 in San FranciscoThe Ethics of Advertising and Marketing [01:02:14]This session discusses the recent updates in lawyer advertising and marketing regulations, particularly focusing on the varied rules across U.S. jurisdictions (ABA Rules of Professional Conduct 7.1-7.3). It also explores strategies for lead generation and risk management, and the implications of AI. After completing this session, participants will be able to:Review the latest developments in the regulation of lawyer advertising and marketing, including several jurisdictions’ updated rules (ABA Rules of Professional Conduct 7.1-7.3). Offer practical strategies to deal with the wildly varying advertising ethics rules of U.S. jurisdictions and issues relating to AI..Review how the prohibitions on lawyers paying for referrals and the business of lead generation for lawyers (ABA Model Rule 7.2(b)) and sharing fees with those who are not lawyers (ABA Model Rule 5.4(a)) affect marketing efforts.Consider strategies for lead generation, including across state boundaries, as well as law firm marketing of law-related products and services to attract clients.Review the emerging law and regulation of online lawyer referral and matching services, including the Florida “qualifying provider” rule (Florida Bar Rule 4-7.22), Cal. Bus. and Prof. Code § 6155 (at issue in the California LegalMatch.com litigation), and other similar rules.Offer practical risk management tips for using outsourced advertising and marketing services.Trisha M. Rich, Allen Rodriguez, Mark L. TuftThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Ethics of Advertising & Marketing: The Lay of the Land (October 10, 2023)Art LachmanAdvertising & Marketing: Regulatory Developments (July 30, 2023)Art LachmanLucian T. Pera, Avoiding Prohibited Lawyer Solicitation (January/February 2023)Lucian T. Pera,Art LachmanLucian T. Pera, Referral Fees Done Right (July/August 2023)Lucian T. Pera,Art LachmanLucian T. Pera, William Hornsby and Peter Jarvis, 7 Ethics Considerations for Lawyers Using Lead Generators, Law360 (March 2020)Trisha M. RichPresentation MaterialThe Ethics of Advertising and MarketingTrisha M. Rich, Allen Rodriguez, Mark L. Tuft Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450867 450867 98 G3924 1:02:56 https://www.pli.edu/programs/the-law-of-newlaw/450876?tCode=WTC5_RSS01 Conflicts of interest Professional conduct Legal services outsourcing and management Artificial intelligence Taken from the Web Program Recorded October 7, 2025 in San FranciscoProfessional Responsibility and the Activities of Non-Lawyers: Unauthorized Practice of Law (“UPL”) by Non-Lawyers and Supervision of Non-Lawyers [00:59:07]This session delves into how laws governing the unauthorized practice of law (UPL) and ethical rules regarding lawyer involvement (ABA Model Rule 5.5) shape the operations of legal service providers beyond traditional law firms. It also analyzes the increasing involvement of non-lawyers in delivering legal services and the intersection of AI with these practices. After completing this session, participants will be able to:Understand how laws banning the “practice of law” by those who are not lawyers – UPL law – and the ethics ban on lawyers assisting in UPL (ABA Model Rule 5.5) inform and limit the activities of legal service providers other than law firms, including ancillary businesses and alternative legal service providers (ALSPs).Explore the increasing use of AI-powered tools to provide direct-to-consumer legal help. Does this violate the ban on UPL? Can nonlawyer companies sell this type of legal help and refer out consumers who want help from lawyers?Describe how AI might intersect with the fact that more and more non-lawyers are involved, in various ways, in delivering legal services – from newly-licensed non-lawyer professionals, to call centers staffed by non-lawyers handling client intake, to extension of lawyer delivery of legal services by further use of paralegals and other non-lawyers, to apps sold by non-lawyers to assist self-represented persons.Explore how these non-lawyer UPL issues affect online document providers, how these legal services providers can (and cannot) work with lawyers, and how and whether conflicts of interest exist for such providers.IAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Lucian T. Pera, Damien A. RiehlThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:“Troubling and Counterproductive”–Yep, Faughnan on Ethics (September 7, 2016), available at:Brian S. Faughnan“Gee, AI Isn’t Getting Any Better,” Faughnan on Ethics (July 8, 2025), available at:Brian S. FaughnanOffice of Legal Ethics Counsel and Advisory Committee of the Supreme Court of Missouri, Informal Op. No. 2024-03 (Adopted January 23, 2024)Brian S. FaughnanIllinois State Bar Association, Advisory Op. 25-01 (February 2025)Brian S. Faughnan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450876 450876 98 G3924 0:59:49 https://www.pli.edu/programs/the-law-of-newlaw/450879?tCode=WTC5_RSS01 Professional conduct Legal operations Attorneys' fees Taken from the Web Program Recorded October 7, 2025 in San FranciscoPerils of Fee Sharing with Non-Lawyers [01:02:10]This session examines basic principles of fee sharing, takes a closer look at ABA Model Rule 5.4(a) and explores legal concerns. After completing this session, participants will be able to:Outline basic principles of fee-sharing that have taken on new relevance, especially as lawyers and service providers explore new fees and financial relationships. Understand the basics of ABA Model Rule of Professional Conduct 5.4(a) and other prohibitions on fee-sharing with non-lawyers.Explore the law prohibiting fee-sharing with those who are not lawyers (ABA Model Rule 5.4(a) and numerous state statutes and rules), the gray areas around them, and their limits.Explore increased concerns about what constitutes fee-sharing by lawyers with non-lawyers prohibited by the ethics rules and other law, including concerns raised by relationships with non-lawyer providers of services to law firms and with litigation funders.Merri A. Baldwin, Anthony SebokThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Selling Attorneys’ Fees, 2018 U. Ill. L. Rev. 1207 (2018)Anthony J. SebokIn the Matter of a Licensed Alternative Business Structure, Legal Help Partners, PLLC, No. 23-0806-ABS (D. Ariz. 2024)Merri A. BaldwinPresentation MaterialPerils of Fee Sharing with Non-LawyersMerri A. Baldwin, Anthony Sebok Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450879 450879 98 G3924 1:02:52 https://www.pli.edu/programs/the-law-of-newlaw/450882?tCode=WTC5_RSS01 Legal operations Legal services outsourcing and management Artificial intelligence Taken from the Web Program Recorded October 7, 2025 in San FranciscoThe Current Landscape of NewLaw [01:04:11]This session will provide an overview of the key current players, innovations, financial trends and developments in the NewLaw landscape. After completing this session, participants will be able to:Tour the innovations and new developments in the market for legal and law-related services and their regulation – what we’re calling NewLaw. Keen observers of this dynamic marketplace will give us the big picture about what has changed, what’s changing, and what will be changing very soon.Understand key stops on the tour: Who are the participants? Who does the market serve? Is there more than one market? Where is the market headed? What will be the impact of artificial intelligence (“AI”)? How is the growing trend of licensing paraprofessionals of various kinds, including community justice workers affecting the marketplace?Examine some of the financial trends behind the legal paradigm shift: Where is the capital for market players coming from? How much capital is coming into the market?No legal ethics credit for this panel  IAPP Privacy credit for Privacy Professionals  Lucian T. Pera, Gregory H. SiskindThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:We Need to Talk About ChatGPT, Bench & Bar Minn., Vol. 80, No. 4 (May/June 2023)Damien RiehlPresentation MaterialThe Current Landscape of NewLawLucian T. Pera, Gregory Siskind Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450882 450882 98 G3924 1:04:53 https://www.pli.edu/programs/the-law-of-newlaw/450870?tCode=WTC5_RSS01 Legal operations Knowledge management (Legal operations) Alternative fee arrangements Taken from the Web Program Recorded October 7, 2025 in San FranciscoExploring the ethical options for nonlawyer investment in the work of law firms [01:00:30]The practice of law has recently become a much more capital-intense business, with increased competition from the other legal service and law-related-service providers, increased marketing costs, and the need for lawyers to explore, develop, and deploy generative AI and other technology tools. This session examines the ways in which lawyers and law firms can access needed capital, and the ways in which investors who are not lawyers can put money to work in the legal space, especially including the Manages Service Organization (MSO) model. After completing this session, participants will be able to:Discuss what models and tools can be used based on non-lawyer-owned law firms now permitted in D.C., Utah (in their “sandbox”), Arizona, and soon to be permitted in Puerto Rico.. Plus, Arizona has repealed the ban on fee-sharing with non-lawyers (ABA Model Rule 5.4) and payments for recommendations (ABA Model Rule 7.2(b)). How can entrepreneurs – lawyers and non-lawyers – lawfully extend the reach of these firms beyond these jurisdictions to jurisdictions that still have these rules?What’s an MSO? Can law firms use it in ordinary US jurisdictions? If so, what are the requirements for ethical compliance and the risks. Review existing and approved businesses and business models, and discuss the strengths and weaknesses of these models under current law.Explore examples of what’s being done now, including business models that are accepted, possible, or might be possible under existing law.No legal ethics credit for this panel  Crispin Passmore, Lucian T. PeraThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Arizona: ABS Law Firms and Sharing Legal Fees with Nonlawyers (July 2025)Lynda C. ShelyU.S. Regulatory Reform and Innovation, Passmore Consulting (September 11, 2023), available at:Crispin PassmorePresentation MaterialExploring the ethical options for nonlawyer investment in the work of law firmsCrispin Passmore, Lucian T. Pera Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450870 450870 98 G3924 1:01:12 https://www.pli.edu/programs/employment-law-institute/450799?tCode=WTC5_RSS01 Employment and labor Employees Practice skills (Employment and labor) Workplace investigations Witnesses Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkConducting Effective Workplace Investigations in 2025 [01:35:34]This panel will explore a number of unique challenges and sophisticated strategies for planning and conducting workplace investigations. After attending this panel, participants will be able to:Determine how best to define the scope of an investigation, including which and how many witnesses should be interviewed and in what order, whether to interview former employees, whether to cloak the investigation in the attorney-client privilege, and the pros and cons of doing soUnderstand special considerations for public sector investigationsAnalyze unique and challenging issues that pop up in some investigations such as a witness or target who demands to have counsel or another representative present, investigating an anonymous complaint, dealing with a target who is talking to potential witnesses, and whether to admonish witnesses not to discuss the investigation with other colleaguesAssess when to place an employee on an administrative leave during the pendency of the investigationEvaluate the pros and cons of creating a detailed written reportSkills credit for NY Attorneys CFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals Anne L. Clark, Eric Eichenholz, Keisha-Ann G. Gray The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Best Practices for Effective Workplace Investigations (July 2025)Anne L. Clark,Eric Eichenholtz,Keisha-Ann G. GrayPresentation MaterialWorkplace InvestigationsAnne L. Clark, Eric Eichenholtz, Keisha-Ann G. Gray Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450799 450799 98 G3262 1:36:16 https://www.pli.edu/programs/employment-law-institute/450781?tCode=WTC5_RSS01 Worker classification Exempt employees Practice skills (Employment and labor) Wage and hour Employment litigation Taken from the Web Program Recorded October 6 - 7, 2025 in New York“Need to Know” 2025 Wage and Hour Developments [00:59:48]This panel will explore the current landscape of wage and hour compliance and litigation. After attending this panel, participants will be able to:Navigate industry trends in wage and hour litigation and enforcementUnderstand USDOL and State DOL/AG enforcement initiativesAnalyze notable recent federal district and appellate court wage and hour decisionsApply best practices for auditing wage/hour practices and mitigating exposure Reena I. Desai, Joseph K. Mulherin The purchase price of this Web Program segment includes the following article from the Course Handbook available online:The USDOL’s Oscillating Independent Contractor Rule and What It Means for Workers and Hiring Entities, Especially Those in the “Gig” EconomyReena I. Desai,Joseph K. MulherinPresentation MaterialNeed to Know Wage & Hour Developments 2025Reena I. Desai, Joseph K. Mulherin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450781 450781 98 G3262 1:00:30 https://www.pli.edu/programs/employment-law-institute/450769?tCode=WTC5_RSS01 Employment and labor Ethical issues (Ethics and professional responsibility) In-house counsel (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkSituational Ethics for Labor and Employment Lawyers in 2025 [01:02:40]This session will explore some common and challenging ethics issues faced by labor and employment attorneys in their day-to-day practice. After attending this session, participants will be able to:Navigate ethical considerations when withdrawing from a representationUnderstand how information learned in one representation may ethically be used in a second representationAssess the ethics of attorney lateral movesAnalyze the ethical issues when your client is an attorneyRecognize the ethical issues when an attorney communicates with a person known to be represented by counselEvaluate the ethical boundaries of attorney conduct in depositionsUnderstand the ethical implications of the advice of counsel defenseCara E. Greene, Tyler Maulsby, Dylan S. PollackThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating Ethical Issues in Practicing Employment Law (July 2025)Cara E. GreenePresentation MaterialSituational Ethics for Labor and Employment Lawyers in 2025Cara E. Greene, Tyler Maulsby, Dylan S. Pollack Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450769 450769 98 G3262 1:03:22 https://www.pli.edu/programs/employment-law-institute/450790?tCode=WTC5_RSS01 Whistleblowers Employee termination Retaliation (Employment discrimination) Employees Practice skills (Employment and labor) Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkRetaliation and Whistleblower Claims in 2025 [01:00:43]This panel will utilize a role play format to illustrate real life whistleblower challenges and explore best practices for preventing and managing retaliation and whistleblower claims in 2025. After attending this panel, participants will be able to:Explore legal developments regarding elements of retaliation claims: What is “protected activity” and when do employees lose protection? What constitutes an “adverse action”?Identify best practices to avoid retaliation claimsSummarize recent developments in corporate whistleblower lawDiscuss state law developmentsCFE Field of Study: Fraud Katrina Baker, Jonathan Ben-Asher, Cheryl A. Sabnis The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Whistleblowing Law Developments 2025 (July 21, 2025)Jonathan Ben-AsherPresentation MaterialManaging Whistleblowers & Preventing Retaliation ClaimsKatrina Baker, Jonathan Ben-Asher, Cheryl A. Sabnis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450790 450790 98 G3262 1:01:25 https://www.pli.edu/programs/employment-law-institute/450784?tCode=WTC5_RSS01 Workplace use (Social media) Free speech Commercial speech Employees Practice skills (Employment and labor) Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkEmployee Speech and Protest: What is Protected and What is Not? [01:00:34]This panel will explore the protections for different types of employee speech in the private and public sector workplaces and discuss the nuances surrounding when employers may regulate employee speech and protest. After attending this session, participants will be able to:Compare protections in public sector vs. private sector workplacesUnderstand different protections for on duty vs. off duty conductAnalyze the impact of state legal activities lawsAssess the impact of social media on employee speechUnderstand how to respond to employee social activism and recent events, including political and religious expression at workDennis P. Duffy, Valdi Licul, Jill L. Rosenberg The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Public Employee Free Speech Rights: Balancing the Employer’s and Employee’s Competing Interests (Updated July 2025)Dennis P. DuffyPresentation MaterialEmployee Speech: What’s Protected; What’s Not?Dennis P. Duffy, Valdi Licul, Jill L. RosenbergFree Speech in Private EmploymentValdi Licul Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450784 450784 98 G3262 1:01:16 https://www.pli.edu/programs/employment-law-institute/450775?tCode=WTC5_RSS01 Pay equity Gender-identity discrimination (Employment discrimination) Regulation, compliance, and enforcement (Employment and labor) Class actions Employment litigation Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkThe Role of Gender in the 2025 Workplace [01:17:39]This panel will address the variety of challenging and unique issues that involve consideration of gender equity, identity and expression, equal pay, and related issues that are currently impacting workplaces in 2025. After attending this session, participants will be able to:Analyze the Administration’s and EEOC’s position regarding the continued application of the Supreme Court’s Bostock precedentAssess the scope and impact of the Administration’s Executive Order regarding “Defending Women from Gender Ideology” and other executive orders/actions impacting gender in the workplaceConsider and apply developments in pay equity litigation, including class actions, as well as state legislative developmentsDiscuss the EEOC’s potential actions and/or enforcement strategies surrounding the PWFA and its final regulationsJessica Golden Cortes, Marci Frankenthaler, Jessica A. Moldovan The purchase price of this Web Program segment includes the following article from the Course Handbook available online:The White House, Presidential Action, Defending Women from Gender Ideology Extremism and Restoring Biological Truth to the Federal Government (January 20, 2025)Jessica Golden CortesU.S. Equal Employment Opportunity Commission, Press Release, Removing Gender Ideology and Restoring the EEOC’s Role of Protecting Women in the Workplace (January 28, 2025)Jessica Golden CortesU.S. Equal Employment Opportunity Commission, Press Release, Federal Court Vacates Portions of EEOC Harassment Guidance (May 20, 2025)Jessica Golden CortesRhode Island House Bill 6161: An Act Relating to Labor and Labor Relations (Updating and Expanding the Current Law to Include Menopause and Menopause Related Conditions in the Fair Employment Practices Pertaining to Pregnancy and Pregnancy Related Conditions)Jessica Golden CortesPresentation MaterialThe Role of Gender in the 2025 WorkplaceJessica Golden Cortes, Marci Frankenthaler, Jessica A. Moldovan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450775 450775 98 G3262 1:18:21 https://www.pli.edu/programs/employment-law-institute/450787?tCode=WTC5_RSS01 Workplace use (Social media) Information privacy (Cybersecurity and data protection) Employee privacy Background checks Practice skills (Employment and labor) Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkNavigating Employee Privacy in the 2025 Workplace [01:02:06]This panel will explore employee privacy rights and protections in the private and public sector workplaces. After attending this session, participants will be able to:Understand how employers may use employee surveillance and monitoringAnalyze employee data privacy rightsEvaluate the legal limitations on employee background and social media checksAssess the permissibility of employee drug and alcohol testingIAPP Privacy credit for Privacy ProfessionalsAbby Devine, Robert S. Whitman The purchase price of this Web Program segment includes the following article from the Course Handbook available online:McKinney’s Labor Law § 201-d, Discrimination Against the Engagement in Certain ActivitiesRobert S. WhitmanMcCavitt v. Swiss Reinsurance America Corp., 237 F.3d 166, No. 00-7391 (2d Cir. 2001)Robert S. WhitmanPasch v. Katz Media Corp., No. 94 CIV. 855 (RPP), 1995 WL 469710 (S.D.N.Y. Aug. 8, 1995)Robert S. WhitmanMatter of Moran-Ruiz v. Ontario County, 193 N.Y.S.3d 829 (N.Y. App. Div. 2023)Robert S. WhitmanFishman v. County of Nassau, No. 10-CV-3231 (MKB), 2013 WL 139466 (E.D.N.Y. Apr. 1, 2013)Robert S. WhitmanSander v. Westchester Reform Temple, 210 N.Y.S.3d (N.Y. App. Div. 2024Robert S. WhitmanNorth Dakota Century Code § 14-02.4-03, Employer’s Discriminatory PracticesRobert S. WhitmanNew Jersey Statutes Annotated 24:6I-6.1, Adverse Employment Actions Unlawful; Registration as a Qualifying PatientRobert S. WhitmanO’Connor v. Ortega, 107 S.Ct. 1492 (1987)Robert S. WhitmanIn re Asia Global Crossing, Ltd., et al., 322 B.R. 247 (Bankr. S.D.N.Y. 2005)Robert S. WhitmanUnited States v. Basinski, 226 F.3d 829 (7th Cir. 2000)Robert S. WhitmanWest’s Alaska Statues Annotated § 42.20.310, EavesdroppingRobert S. WhitmanNew Jersey Statues Annotated Title 2A:156A-4, ExceptionsRobert S. WhitmanWest’s Annotated California Penal Code § 632, Eavesdropping on or Recording Confidential CommunicationsRobert S. WhitmanMcKinney’s Civil Rights Law § 52-c, Employers Engaged in Electronic Monitoring; Prior Notice RequiredRobert S. WhitmanPresentation MaterialPrivacy Law UpdateAbby Devine, Robert S. Whitman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450787 450787 98 G3262 1:02:48 https://www.pli.edu/programs/employment-law-institute/450778?tCode=WTC5_RSS01 Disability discrimination (Employment discrimination) Workplace accommodations Leaves of absence Employees Practice skills (Employment and labor) Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkUnique Leaves of Absence and Workplace Accommodation Challenges in 2025 [01:31:14]This session will explore a variety of challenging leave and disability accommodation issues, using real-life fact patterns to illustrate lawful and practical solutions and strategies. After attending this session, participants will be able to:Explore considerations relating to temporary vs. permanent accommodation requestsAssess potential workplace accommodation options for employees whose performance is impacted by mental health challenges, including when the ability to request an accommodation may be impacted by a disabilityEffectively address challenges presented by the substitution of paid leave under state law, employer policies and the interplay of short-term disability benefitsConsider legal and appropriate options when an employee fails to cooperate with certification and paperwork requirements to support leave or accommodation requestsSara E. Elder, Gillian Murphy, Laura S. Schnell The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Unique Leaves of Absence and Workplace Accommodation Challenges in 2025Gillian Murphy,Sara E. Elder,Laura S. SchnellPresentation MaterialUnique Leaves of Absence and Workplace Accommodation Challenges in 2025Sara E. Elder, Gillian Murphy, Laura S. Schnell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450778 450778 98 G3262 1:31:56 https://www.pli.edu/programs/employment-law-institute/450796?tCode=WTC5_RSS01 Labor law Labor unions Independent contractors Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkLabor Law Update in the Trump Administration 2.0 [01:03:40]This session will discuss recent and potential changes to federal labor law impacting union and non-union workplaces. After attending this session, participants will be able to:Learn about leadership and organizational changes at the NLRBExplore new General Counsel initiativesDiscuss Board standards on hot button issues such as independent contractors, remedies, and revised election proceduresAnalyze the law regarding captive audience meetingsUnderstand the revised 10(j) injunction standard following the Supreme Court’s Starbucks decisionDiscuss the status of Section 7 rights in the union and non-union workplaceSandi F. Dubin, Karen P. Fernbach, Kimberly Lehmann The purchase price of this Web Program segment includes the following article from the Course Handbook available online:National Labor Relations Board, Office of the General Counsel, Memorandum GC 25-05, Recission of Certain General Counsel Memoranda (February 14, 2025)Sandi F. DubinNational Labor Relations Board, Office of the General Counsel, Memorandum GC 25-06, Seeking Remedial Relief in Settlement Agreements (May 16, 2025)Sandi F. DubinNational Labor Relations Board, Office of the General Counsel, Memorandum 25-07, Surreptitious Recordings of Collective-Bargaining Sessions as aSandi F. DubinPresentation MaterialLabor Law Update in the Second Trump Administration: Recent DevelopmentsSandi F. Dubin, Karen P. Fernbach, Kimberly LehmannLabor Law Update in the Trump Administration 2.0Sandi F. Dubin, Karen P. Fernbach, Kimberly Lehmann Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450796 450796 98 G3262 1:04:22 https://www.pli.edu/programs/employment-law-institute/450772?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Practice skills (Employment and labor) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkLegal and Practical Considerations for Using AI in the Workplace [01:02:09]As employers increasingly deploy artificial intelligence tools to make employment-related decisions, lawyers must understand the evolving legal landscape governing workplace automation. This session examines how AI is being used in hiring, performance monitoring, scheduling, and employee management — and the legal risks these uses create. After attending this session, participants will be able to:Understand AI applications in the workplaceIdentify legal and regulatory risksSpot algorithmic bias and discrimination concernsNavigate data privacy and disclosure obligationsImplement practical governance and compliance strategiesCFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  Stephen J. Malone, Damien A. Riehl, Christopher B. Wilkinson The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating AI in the Workplace (July 2025)Christopher B. Wilkinson,Damien Riehl,Stephen J. MalonePresentation MaterialAI in the Workplace: Risks and Rewards for EmployersStephen J. Malone, Damien A. Riehl, Christopher B. Wilkinson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450772 450772 98 G3262 1:02:51 https://www.pli.edu/programs/employment-law-institute/450793?tCode=WTC5_RSS01 Employment and labor Workplace diversity Affirmative action Diversity, inclusion, and elimination of bias in law practice Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkThe Status and Future of Workplace Diversity, Equity and Inclusion Initiatives [01:31:03]This segment does not offer Bias/Diversity credit in most jurisdictions.  Since the Trump Administration took office earlier this year, employer DEI programs have faced increased scrutiny and legal challenge. After attending this panel, participants will be able to:Understand the Trump Administration's Executive Orders impacting workplace DEI and resulting litigationExplore recent developments in "reverse" discrimination litigationAssess the approach of the EEOC and other federal agencies to workplace DEILearn about government contractor, certification, and state issuesConsider how employers can continue to advance DEI initiatives in the current environmentLisa Lupion, Karen Rosenfield, Rita A. Sethi The purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Status and Future of Workplace Diversity, Equity and Inclusion InitiativesLisa Lupion,Rita A. SethiPresentation MaterialThe Status and Future of Workplace Diversity, Equity and Inclusion InitiativesLisa Lupion, Karen Rosenfield, Rita A. SethiThe Status and Future of Workplace Diversity, Equity and Inclusion InitiativesLisa Lupion, Karen Rosenfield, Rita A. SethiThe Status and Future of Workplace Diversity, Equity and Inclusion InitiativesLisa Lupion, Karen Rosenfield, Rita A. Sethi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450793 450793 98 G3262 1:31:45 https://www.pli.edu/programs/understanding-the-intellectual-property-license/450593?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Trademarks Intellectual property licensing Copyright Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkMock Negotiation of a License Agreement – Copyright and Trademark [00:59:50]After completing this session, participants will be able to:Apply lessons from a simulated negotiation of copyright and trademark licensing agreement termsApply lessons from a review of negotiating tipsApply drafting pointers for key provisionsOliver Herzfeld, Lisa Keith, Sarah RobertsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Patent and Technology LicensingJoseph YangSoftware License AgreementJoseph Yang,Duo Chen,Naomi Obinata Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450593 450593 98 G3209 1:00:32 https://www.pli.edu/programs/understanding-the-intellectual-property-license/450584?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing Technology Practice skills (Technology) Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkInternational Considerations in Licensing [01:01:39]After completing this session, participants will be able to:Know how to approach the cross-border licensing of IPAddress issues that specifically impact licenses with foreign entitiesApply drafting considerations related to protection and enforcement of rightsAnne S. JordanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Avoiding the Pitfalls in International LicensingAnne S. JordanPresentation MaterialSegment PowerPoint: International Considerations in LicensingAnne S. Jordan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450584 450584 98 G3209 1:01:39 https://www.pli.edu/programs/understanding-the-intellectual-property-license/450581?tCode=WTC5_RSS01 Antitrust Intellectual property Intellectual property licensing Technology Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkAntitrust Issues in Licensing [01:00:02]After completing this session, participants will be able to:Apply the applicable antitrust standard: Per se violations versus rule of reasonDistinguish between horizontal and vertical licensesSpot particular restrictions in IP licensesRecognize differences between the application of U.S. and EU antitrust law to IP licensesSasha Rosenthal-LarreaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Antitrust Guidelines for the Licensing of Intellectual Property, Issued by the U.S. Department of Justice and the Federal Trade Commission (January 17, 2017)Sasha Rosenthal-LarreaPresentation MaterialSegment PowerPoint: Antitrust Issues in LicensingSasha Rosenthal-Larrea Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450581 450581 98 G3209 1:00:02 https://www.pli.edu/programs/understanding-the-intellectual-property-license/450590?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing License terms (Intellectual property) Technology Software Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkSoftware Issues in Licensing [01:00:18]After completing this session, participants will be able to:Understand the anatomy of a software license agreementDistinguish source code versus object code licensesUnderstand the key IP issues in a software licenseReview representations, warranties, indemnities and audit rightsJoshua R. BresslerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ken D. Kumayama and Pramode Chiruvolu, Reuters, Commentary, Litigation, Legal Primer on Open GenAI ModelsKen D. KumayamaKen D. Kumayama, Pramode Chiruvolu and Daniel Weiss, Reuters, Commentary, Litigation, AI Agents: Greater Capabilities and Enhanced RisksKen D. KumayamaSoftware License AgreementJoseph Yang,Duo Chen,Naomi ObinataPresentation MaterialSegment PowerPoint: Software Issues in LicensingJamie Talbot Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450590 450590 98 G3209 1:01:00 https://www.pli.edu/programs/understanding-the-intellectual-property-license/450578?tCode=WTC5_RSS01 Intellectual property Trademarks Intellectual property licensing License terms (Intellectual property) Technology Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkTrademark Issues in Licensing [01:01:13]After completing this session, participants will be able to:Explain rationale for licensingRecall fundamentals of a trademark licenseUnderstand key provisions and practical considerationsSarah RobertsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Drafting for Litigation: Six Common Legal Issues That Can Complicate a Licensing RelationshipBruce R. EwingPresentation MaterialTrademark Issues in LicensingSarah Robertson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450578 450578 98 G3209 1:01:13 https://www.pli.edu/programs/understanding-the-intellectual-property-license/450575?tCode=WTC5_RSS01 Intellectual property Trademark litigation Intellectual property licensing Technology litigation Trade secret dispute litigation Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkLicense Drafting for Litigation [01:01:52]After completing this session, participants will be able to:Recall practical takeaways after hearing from a litigator about what happens when the agreement has to be enforcedDraft boilerplate language for litigatorsUnderstand a litigator's perspective on negotiating several common license provisionsBruce R. EwingThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Drafting for Litigation: Six Common Legal Issues That Can Complicate a Licensing RelationshipBruce R. EwingLessons for Licensing Attorneys from Tech/IP License Agreements Going to LitigationJoseph YangPresentation MaterialSegment PowerPoint: License Drafting for LitigationBruce R. Ewing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450575 450575 98 G3209 1:01:52 https://www.pli.edu/programs/understanding-the-intellectual-property-license/450569?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property licensing License terms (Intellectual property) Patents Technology Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkPatent and Technology Licensing [01:02:43]After completing this session, participants will be able to:Review standard clauses and variationsDistinguish important differences between patent and other technology licensesDefine the license scope (including fields of use and territorial limits)Negotiate compensation (royalties, milestone payments, license fees, etc.)Review representations, warranties, and indemnitiesUnderstand sub-licensing rightsUnderstand how to handle patent licensing issues in the context of joint development and software integration projects, including rights to improvementsReview rights and responsibilities for filing, prosecution, maintenance, defense and enforcement of patent rightsThomas D. PeaseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Patent and Technology LicensingJoseph YangPresentation MaterialSegment PowerPoint: Patent and Technology LicensingThomas D. Pease Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450569 450569 98 G3209 1:02:43 https://www.pli.edu/programs/understanding-the-intellectual-property-license/450572?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing Technology Software Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkMock Negotiation of a License Agreement – Software [00:59:53]After completing this session, participants will be able to:Putting it all together; Participate in a simulated negotiation of a license agreementLearn drafting techniques and suggestions for specific clausesRelay an explanation of the “real world” relevance of license provisionsApply pointers on negotiation techniques to develop compromisesIdentify typical business termsRyan T. Colgan, Nicholas VogtThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Patent and Technology LicensingJoseph YangPresentation MaterialHandout: Software License and Services Agreement (Annotated)Ryan T. Colgan, Nicholas VogtSegment PowerPoint: Mock Negotiation of a License Agreement – SoftwareRyan T. Colgan, Nicholas Vogt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450572 450572 98 G3209 1:00:35 https://www.pli.edu/programs/understanding-the-intellectual-property-license/450587?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Intellectual property Intellectual property licensing Technology Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkEthical Issues in Licensing [01:03:27]After completing this session, participants will be able to:Understand the legal ethics obligations regarding candor and deceitReview the legal ethics obligations regarding communicating with an adverse partyDiscuss the legal ethics obligations regarding out-of-state practice and the unauthorized practice of lawRecall the legal ethics obligations regarding competence to handle negotiationAddress the legal ethics obligations regarding application of rules in actual casesDavid RabinowitzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Basic Ethics for the Negotiating LawyerDavid M. RabinowitzPresentation MaterialSegment PowerPoint: Ethical Issues in LicensingDavid M. Rabinowitz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450587 450587 98 G3209 1:03:27 https://www.pli.edu/programs/understanding-the-intellectual-property-license/450596?tCode=WTC5_RSS01 Film Right of publicity Television (Communications and telecommunications) Intellectual property Intellectual property licensing Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkRights of Publicity and Entertainment Licensing [01:00:17]After completing this session, participants will be able to:Understand rights of publicityUnderstand celebrity licensingExplain television and movie licensingAdriana KierszenbaumThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Brand Extension: Engaging Your Target Audience with Memorable StorytellingAdriana Kierszenbaum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450596 450596 98 G3209 1:00:17 https://www.pli.edu/programs/understanding-the-intellectual-property-license/450602?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing License terms (Intellectual property) Copyright Technology Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkCopyright Issues in Licensing [01:04:53]After completing this session, participants will be able to:Explain rationale for licensingRecall fundamentals of a copyright licenseUnderstand key provisions and practical considerationsJoshua R. BresslerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Understanding the Basics of Intellectual Property Licensing: Copyright Issues in LicensingDeirdre MerrillUnited States Copyright Office, Works Made for HireDeirdre MerrillUnited States Copyright Office, Copyright BasicsDeirdre MerrillDrafting for Litigation: Six Common Legal Issues That Can Complicate a Licensing RelationshipBruce R. EwingPresentation MaterialHandout: Copyright BasicsJoshua R. BresslerHandout: Extension of Copyright TermsJoshua R. BresslerHandout: How to Investigate the Copyright Status of a WorkJoshua R. BresslerHandout: How to Obtain PermissionJoshua R. BresslerHandout: Works Not Protected by CopyrightJoshua R. BresslerSegment PowerPoint: Copyright Issues in LicensingJoshua R. Bressler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450602 450602 98 G3209 1:05:35 https://www.pli.edu/programs/understanding-the-intellectual-property-license/450599?tCode=WTC5_RSS01 Bankruptcy and restructuring Practice skills (Bankruptcy and restructuring) Intellectual property Intellectual property licensing Technology Taken from the Web Program Recorded October 6 - 7, 2025 in New YorkBankruptcy Issues in Licensing [01:01:41]After completing this session, participants will be able to:Recognize the treatment of IP and IP licenses under bankruptcy lawUnderstand the consequences of your licensor, or licensee, going bankruptStructure IP transactions to take into account bankruptcy riskApply negotiating tips to address the bankruptcy contingencyPreserve IP rights in the face of bankruptcyStuart M. RibackThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Intellectual Property Licenses: The Impact of BankruptcyStuart M. RibackPresentation MaterialSegment PowerPoint: Bankruptcy Issues in LicensingStuart M. Riback Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 450599 450599 98 G3209 1:01:41 https://www.pli.edu/programs/negotiating-private-investments-structuring-strategies-using-preferred-stock-convertibles-and-warrants/448429?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Preferred stock Investment fund management Join us for a capital solutions session on structuring strategies for negotiating private investments using preferred stock, convertibles and warrants.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448429 448429 98 G5545 1:02:02 https://www.pli.edu/programs/islamic-finance/448381?tCode=WTC5_RSS01 Banking and finance Capital markets Regulation, compliance, and enforcement (Banking and finance) International law Regulation, compliance, and enforcement (Securities and other financial products) This session will provide an overview of the Middle East Capital Markets, with a particular focus on the growing global significance of Islamic Finance. The session will provide an accessible overview of Islamic Finance, outlining the core principles and ethical frameworks that distinguish it from conventional finance. Attendees will gain insight into the most widely used Sukuk structures, including Sukuk-Al-Ijara, Sukuk-Al-Murabaha, and Sukuk-Al-Wakala, with practical examples illustrating how these instruments are structured to comply with Shari'a law. The session will also examine key regulatory developments shaping the future of Islamic Finance, including anticipated reforms and standardization efforts aimed at enhancing transparency, investor protection, and cross-border compatibility.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448381 448381 98 G5536 1:03:26 https://www.pli.edu/programs/navigating-the-new-student-loan-landscape-obbb-budget-changes-rap-and-key-deadlines-for-borrowers-and-advocates/448327?tCode=WTC5_RSS01 Student loans Education Public interest law and pro bono Congress’s One Big Beautiful Bill (OBBB) and ongoing SAVE litigation are remaking federal student loan repayment. RAP launches July 1, 2026; legacy IDR plans (SAVE, PAYE, ICR) close to new enrollments by July 1, 2028; and Standard repayment is redesigned for new borrowers. Meanwhile, millions in SAVE administrative forbearance face interest accrual starting Aug. 1, 2025 and uncertain repayment timelines. Legal aid attorneys and consumer advocates must quickly master who can stay in IBR, who will be forced into RAP, what happens if a borrower takes out any new loan after July 1, 2026, and how to time plan changes to preserve PSLF and IDR progress. This One Hour Briefing delivers practical guidance to navigate the transitions, deadlines, and strategy tradeoffs for diverse borrower profiles. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448327 448327 98 G5559 1:01:55 https://www.pli.edu/programs/emerging-technologies-in-public-transit--micro-mobility-partnerships-legal-issues-and-risk-mitigation/448034?tCode=WTC5_RSS01 Insurance Municipal law Technology Regulation, compliance, and enforcement (Technology) As transit agencies increasingly integrate micro-mobility options, such as shared bikes and scooters, to support first- and last-mile connectivity, they face a range of legal and regulatory challenges. These services, while offering exciting opportunities for expanding access and improving convenience, raise new questions about safety, accessibility, service to transit deserts (low-income and underserved communities), as well as liability, especially as agencies begin to provide or subsidize these services directly.This Briefing offers practical legal guidance to help government agencies and private sector stakeholders navigate this evolving space. Topics will include inter-governmental regulation, risk management, and how to design compliant micro-mobility programs. Attendees will gain a better understanding of how to align new service models with existing and evolving legal frameworks, while protecting their agencies/companies while serving the riding public.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448034 448034 98 G5535 1:02:35 https://www.pli.edu/programs/intellectual-property-law-institute/449886?tCode=WTC5_RSS01 Communications and telecommunications Internet service providers Intellectual property Regulation, compliance, and enforcement (Intellectual property) Online platforms Taken from the Web Program Recorded September 29 - 30, 2025 in New YorkCommunications Decency Act Section 230: Judicial & Legislative Developments [01:01:57]After completing this session, attendees will be able to:Understand Online Platform Regulation of and Responsibility for Third Party ContentDifferentiate between Content Publication vs. Content Distribution under Compuserve and Stratton OakmountAssess the Effect of Subscriber Content Moderation Policies on ISP ImmunityBalance First Amendment Rights and Subscriber Disinformation InterestsAnalyze SESTA, FOSTA, and other “Exceptions” to Section 230 ProtectionConsider the impact of the Supreme Court decisions in Gonzalez v. Google and NetChoice v. PaxtonCompare the CDA with Article 14 of the EU e-Commerce DirectiveLateef MtimaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:ISP Immunity for Third Party Content: Section 230 of the Community Decency ActLateef MtimaPresentation MaterialSegment PPT: Communications Decency Act Section 230: Judicial & Legislative DevelopmentsLateef Mtima Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449886 449886 98 G3057 1:01:57 https://www.pli.edu/programs/intellectual-property-law-institute/449895?tCode=WTC5_RSS01 Intellectual property Trademarks Patents Appeals Appellate courts Taken from the Web Program Recorded September 29 - 30, 2025 in New YorkHot Topics in Patent Law [01:29:42]Unified Patent Court One Year In – How To Optimize An EU/USA StrategySecond Year UPC UpdateFirst Instance Court and Central Division Key DevelopmentsSecond Instance Court HighlightsValidity Challenges in the UPCRole of EPO Oppositions and National Validity ChallengesLeveraging USPTO PTAB and CRU Proceedings in the UPCCross Border Validity Challenge Predictions for 2026Patent DamagesEn banc decision in EcoFactor v. GoogleAbuse of discretion or legal error – what import?Scope of case – majority versus dissent perspectiveImportance of licenses to third parties as comparableFederal Circuit damages trends and tea leavesCAFC Patent Law Developments and UpdatesAnalyze major developments in appeals from district court casesAnalyze major developments in appeals from the USPTORecognize and address trends in CAFC precedent, procedure, and process over 2024-25Robert Greene Sterne, Meredith Addy, Kenneth AdamoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hot Topics in Patent Law: CAFC Patent Law Developments and UpdatesKenneth R. AdamoRobert Greene Sterne, et al., Hot Topics in Patent Law (July 2025)David Bender,Robert P. TaylorPresentation MaterialSegment PPT: Hot Topics in Patent LawKenneth R. AdamoSegment PPT: Hot Topics in Patent LawMeredith Martin AddySegment PPT: Hot Topics in Patent LawRobert Greene Sterne Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449895 449895 98 G3057 1:29:42 https://www.pli.edu/programs/intellectual-property-law-institute/449874?tCode=WTC5_RSS01 Intellectual property Patents Obviousness Patent claims Patent litigation Taken from the Web Program Recorded September 29 - 30, 2025 in New YorkObviousness: Legal Outcomes That Are Formed in the Eye of the Beholder [01:01:24]Attendees will learn about: Fundamental basis for Section 103 and the need for boundariesHindsight tendencies are difficult to counter without the T-S-M testPTAB's expansion of obviousness as the basis for cancellation of patent claims                                                   KSR and the abandonment of boundariesRobert P. Taylor The purchase price of this Web Program segment includes the following article from the Course Handbook available online:KSR, Hindsight, and Judges Skilled in the Prior Art: The “Flexible” Approach to Section 103 ObviousnessRobert P. TaylorPresentation MaterialSegment PPT: Obviousness: Legal Outcomes That Are Formed in the Eye of the BeholderRobert P. Taylor Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449874 449874 98 G3057 1:01:24 https://www.pli.edu/programs/intellectual-property-law-institute/449892?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) International IP transactions Intellectual property licensing License terms (Intellectual property) Taken from the Web Program Recorded September 29 - 30, 2025 in New YorkIP Licensing in the U.S, E.U, and India [01:30:38]Licensing in IndiaAssess comparative review of (and recent developments in) IP laws of India and how differences affect specific license provisionsDetermine common "gotchas" in cross-border licensing arrangementsReview governing law, arbitration and other similar enforcement issues in the context of cross-border licensing arrangementsAnalyze specific issues that arise in licensing to joint ventures in IndiaUnderstand practical measures to protect your IP in IndiaLicensing in the U.S.Appreciate the biggest mistake in licensing and how to avoid itUnderstand the risks of big data licensingMaximize revenue in licensingDetermine how to limit the risks from indemnificationLicensing in the EUUnderstand how to approach cross-border licensing of IPHow is the business culture different between the U.S. and Europe?US v EU differences in IP rightsDeal with specific issues that impact licenses with foreign entitiesLanguage requirementsRegistration or notSublicensingCompetition issuesAssess drafting considerations related to protection and enforcementWarrantiesGoverning lawEnforceability Charan J. Sandhu, William Tanenbaum, Laura BertonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Current Issues in India IP LicensingSarah Schwarz,Sneha Jain,Victor Vaibhav Tandon,Charan J. SandhuLicense Negotiations, Ch. 16, Practising Law Institute, Patent Licensing and Selling: Strategy, Negotiation, Forms (2nd Edition) (January 2025)Mark S. HolmesTechnology License Agreements, Ch. 20, Practising Law Institute, Patent Licensing and Selling: Strategy, Negotiation, Forms (2nd Edition) (January 2025)Mark S. HolmesLegal Issues for Data Professionals: A New Data Licensing Model (December 20, 2023)William A. TanenbaumLegal Issues for Data Professionals: AI Creates Hidden Data and IP Legal Problems (March 20, 2024)William A. TanenbaumLegal Issues for Data Professionals: Current Leading U.S. AI Laws (September 18, 2024)William A. TanenbaumLegal Issues for Data Professionals: Pros and Cons of AI in Healthcare (Part 1) (June 19, 2024)William A. TanenbaumPresentation MaterialSegment PPT: IP Licensing in the U.S, E.U, and IndiaLaura BertonSegment PPT: IP Licensing in the U.S, E.U, and IndiaCharan J. SandhuSegment PPT: IP Licensing in the U.S, E.U, and IndiaWilliam A. Tanenbaum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449892 449892 98 G3057 1:30:38 https://www.pli.edu/programs/intellectual-property-law-institute/449880?tCode=WTC5_RSS01 First Amendment Trademarks Likelihood of confusion Trademark litigation Artificial intelligence Taken from the Web Program Recorded September 29 - 30, 2025 in New YorkTrademark Overview – Hot Topics and Current Trends [01:33:46]Challenges with “Likelihood of Confusion”Is there a split in the circuits regarding courts’ analysis of the confusion factors? [Petitions for Cert. [RiseandShine Corp. v. PepsiCo, Inc. and Relish Labs LLC v. Grubhub Inc.]Summary of Litigation addressing “Dupes”Intent & PresumptionsUpdate on Parody / First Amendment Cases Post-Jack Daniels SCOTUS DecisionJack Daniels Remand – Where are we now that the district court found dilution but not infringementOther decisions addressing First Amendment / Lanham Act Interaction such as Metabirkins 2d Circuit Decision [or review the argument/briefing if still no decision]How AI is affecting the practice of TM lawAI in law firmsAI assisting with trademark clearance, prosecution, and portfolio managementAI in trademark enforcement and litigationCFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Kathleen McCarthy, John P. Oleksiuk, Mark SommersThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Trademark Breakout Session: Challenges with Proving “Likelihood of Confusion” (July 20, 2025)Kathleen E. McCarthyPresentation MaterialSegment PPT: Trademark Overview – Hot Topics and Current TrendsKathleen E. McCarthySegment PPT: Trademark Overview – Hot Topics and Current TrendsJohn P. OleksiukSegment PPT: Trademark Overview – Hot Topics and Current TrendsMark S. Sommers Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449880 449880 98 G3057 1:33:46 https://www.pli.edu/programs/intellectual-property-law-institute/449883?tCode=WTC5_RSS01 Intellectual property Trade secrets Damages (Litigation) Trade secret dispute litigation Artificial intelligence Taken from the Web Program Recorded September 29 - 30, 2025 in New YorkHow the Latest Developments in Trade Secrets Law Will Affect Your Business [01:01:06]After completing this session, attendees will be able to:Identify and manage trade secrets as strategic assets—in and out of litigationDesign reasonable measures and better contracts to protect and share trade secretsUnderstand risks and opportunities artificial intelligence can present to your organizationLearn from damages awards and do over (and overs).Find the solutions your dispute needs and frame tailored remedies for misappropriationCFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Victoria A. CundiffThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:A Trade Secret Update 2025: More Than Ever, Details Matter (July 1, 2025)Victoria A. CundiffPresentation MaterialSegment PPT: How the Latest Developments in Trade Secrets Law Will Affect Your BusinessVictoria A. Cundiff Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449883 449883 98 G3057 1:01:48 https://www.pli.edu/programs/intellectual-property-law-institute/449871?tCode=WTC5_RSS01 Cybersecurity and data protection Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Conflicts of interest Intellectual property Taken from the Web Program Recorded September 29 - 30, 2025 in New YorkEthics Update for the IP Lawyer [01:03:20]After completing this session, attendees will be able to:Analyze conflicts and the need for robust conflict checking systems regarding present and former clients and prosecution subject matter as well as risks of joint representation Describe waivers, waivers of future conflicts in engagement letters and client guidelines and their impact on opinion practice Appreciate the duty of candor issues in filings and testimony and the possible interplay with inequitable conduct Diagnose ethics and discovery pitfalls, electronic or otherwise  Appreciate the effect of mistakes by lawyers, mistaken assumptions by lawyers and the risk of malpractice or other liability encountered in IP practice, including firm policy on opinions Understand the cyber world and practicing remotely in the age of COVID-19 and its aftermath – ethical considerationsUnderstand the importance of client identity issues in IP practiceUnderstand the ethical considerations of using AI as part of IP practiceJames Klaiber, James B. Kobak, Jr.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:James B. Kobak, Jr., James Klaiber and Jeanine Cryan, Current Ethics Issues for Intellectual Property Lawyers (2025)James B. KobakPresentation MaterialSegment PPT: Ethics Update for the IP LawyerJim Klaiber, James B. Kobak, Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449871 449871 98 G3057 1:04:02 https://www.pli.edu/programs/intellectual-property-law-institute/449898?tCode=WTC5_RSS01 Intellectual property Patents Patentability Patent litigation Taken from the Web Program Recorded September 29 - 30, 2025 in New YorkSection 101 Developments – Patentable Inventions [01:00:17]This session will provide answers to pressing eligibility questions, including: Understanding of the historical language and interpretation Section 101 as indicative of the current state of Section 101 jurisprudenceDetailed review of the application of patent subject matter eligibility in the US based on Supreme Court precedence (Alice/Mayo)Detailed review of the current state of Section 101 application at the USPTO based on the 2019 Revised Patent Subject Matter Eligibility GuidanceUnderstanding the proposed Patent Eligibility Restoration Act of 2025Touch on issues at the intersection of Section 101 and emerging technologiesMauricio UribeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Section 101 Developments and Legislative Activity: An Opportunity for Certainty in an Uncertain WorldMauricio A. UribePresentation MaterialSegment PPT: Section 101 Developments – Patentable InventionsMauricio A. Uribe Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449898 449898 98 G3057 1:00:59 https://www.pli.edu/programs/intellectual-property-law-institute/449904?tCode=WTC5_RSS01 Targeted advertising Digital privacy (Constitutional law) Information privacy (Cybersecurity and data protection) Intellectual property Artificial intelligence Taken from the Web Program Recorded September 29 - 30, 2025 in New YorkPrivacy 2025 What’s All the Noise About? [01:03:27]Attendees will gain insight into:New federal restrictions on export of personal data from the USPrivacy aspects of AI developmentsThe California universal data deletion mechanism requirementRecent FTC efforts to protect geolocation dataThe recently enacted federal “Take It Down Act,” which defines new crimes for posting nonconsensual intimate visual depictions of identifiable individuals, and establishes procedures for their removalThe ongoing saga of the EU’s “Consent or Pay” approach to targeted advertisingPush-back against the EU’s prevailing “zero-risk” approach to privacyThe EU trend toward permitting US-style class actions in the privacy arenaCFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  David BenderThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Privacy 2025—What’s All the Noise About?David BenderPresentation MaterialSegment PPT: Privacy 2025 What’s All the Noise About?David Bender Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449904 449904 98 G3057 1:03:27 https://www.pli.edu/programs/intellectual-property-law-institute/449901?tCode=WTC5_RSS01 Intellectual property licensing Copyright Patent litigation Artificial intelligence Taken from the Web Program Recorded September 29 - 30, 2025 in New YorkIntellectual Property Aspects of Artificial Intelligence [01:04:31]Attendees will be able to learn updated information about the following topics:Copyright and AI, including the status of the fair use defense and an update on significant litigation (including the New York Times lawsuit against OpenAI and Microsoft) and licensing activities Patent and AI, including the potential strategic importance of patents on innovations that address the challenges of AI power, water and pollution costs Trade Secrets and AI – recognizing the value of high-quality or otherwise specialized data and content (including off-line content) that can be used for pre-processing, pre-training and training AI as well as for quality control due to systemic AI errors CFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals CIP-CEU credit for Certified Information Professionals Sayoko Blodgett-FordThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:From Myth to Metrics: Communities Can Leverage the Real Costs of Generative AI When Negotiating for Data Centres, Organisation for Economic Co-Operation and Development (OECD) (May 7, 2025), available at:Sayoko Blodgett-FordUnited States Copyright Office, Copyright and Artificial Intelligence, Part 3: Generative AI Training (May 2025)Sayoko Blodgett-FordThe New York Times Co. v. Microsoft Corp., No. 1:23-cv-11195-SHS-OTW (S.D.N.Y. 2025)Sayoko Blodgett-FordSecond Amended Complaint,Sayoko Blodgett-FordWoodrow Barfield, Research Handbook on the Law of Artificial Intelligence: Current and Future Directions, Flyer (2nd Edition)Sayoko Blodgett-FordCopyright, Fair Use, and AI Technology Development: Time to Sunset the “Transformative Purpose” Test, Ch. 30, Research Handbook on the Law of Artificial Intelligence: Current and Future Directions (Excerpt) (2nd Edition)Sayoko Blodgett-FordPresentation MaterialSegment PPT: Intellectual Property Aspects of Artificial IntelligenceSayoko Blodgett-Ford Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449901 449901 98 G3057 1:04:31 https://www.pli.edu/programs/intellectual-property-law-institute/449877?tCode=WTC5_RSS01 In-house counsel (Ethics and professional responsibility) Intellectual property Patents IP monetization Artificial intelligence Taken from the Web Program Recorded September 29 - 30, 2025 in New YorkThe Implications of Intellectual Property Issues for Corporate Counsel [01:29:24]After completing this session, attendees will gain insight into: Artificial Intelligence and Intellectual Property: An In-House ViewPractical applications of AI for In-House Patent PractitionersRecent changes and introductions to IP (and related) legislation and ramifications, especially for university and industry collaborationsCreating a Coherent View of Copyright Fair Use - An In-House PerspectiveDavid Bender (Panel Leader); Carolyn Blankenship, Idris McKelvey, Laura Peter, Joel WolfsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Impact ofJoel WolfsonSuzanne Harrison and Bowman Heiden, Improving Diversity and Inclusivity Measurements: A Competitiveness Perspective (September 1, 2024)Suzanne HarrisonJeanne Suchodolski, Suzanne Harrison and Bowman Heiden, Innovation Warfare,  22 N.C.J.L. & Tech. 175, Vol. 22, Issue 2, Article 4 (December 1, 2020)Jeanne Suchodolski,Bowman Heiden,Suzanne HarrisonPresentation MaterialSegment PPT: The Implications of Intellectual Property Issues for Corporate CounselJoel Wolfson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449877 449877 98 G3057 1:30:06 https://www.pli.edu/programs/intellectual-property-law-institute/449889?tCode=WTC5_RSS01 Music Sports Intellectual property Copyright Fair use Taken from the Web Program Recorded September 29 - 30, 2025 in New YorkCopyright Law – New Developments and Trends [01:31:12]After completing this session, attendees will gain insight into and be able to:Music Rights Deep DiveMusic rights 101 — who owns what?How are music streaming royalty rates determined?Recent developments, including:Streaming service royalty rate-setting updatesUS Copyright Office Notice of Inquiry to PROsFair Use DevelopmentsChanges in the fair use analysis after WarholIs fair use for the judge or the jury?Recent casesFair use arguments in the context of AICopyright UpdateMore Music Copyright IssuesEmbedded IdentifiersJurisdictional issuesDamages issuesCFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  Britt Lovejoy, Jonathan Moskin, William Sloan CoatsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:A Luddite’s Dilemma: Will Artificial Intelligence Transform or Overwhelm Copyright Fair Use, Already the Most Troublesome Copyright DoctrineJonathan E. MoskinWilliam Sloan Coats and Devin R. Coats, Copyright Update 2025William Sloan CoatsPresentation MaterialSegment PPT: Copyright Law – New Developments and TrendsWilliam Sloan CoatsSegment PPT: Copyright Law – New Developments and TrendsJonathan E. MoskinSegment PPT: Copyright Law – New Developments and TrendsBritt Lovejoy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449889 449889 98 G3057 1:31:54 https://www.pli.edu/programs/ethical-issues-in-california-pro-bono-representation/449775?tCode=WTC5_RSS01 Ethics and professional responsibility Litigation Public interest law and pro bono Practice skills (Public interest law and pro bono) Professional development Taken from the Web Program Recorded September 29, 2025 in San FranciscoPro Bono Rules; Commencing and Conducting the Representation [01:09:01]In this session, the panel will discuss the need for pro bono, the ethical rules regarding a lawyer’s duty to provide pro bono, and the initial steps for commencing and conducting a pro bono engagement. After completing this session, participants will be able to:Understand the historical background of pro bono in the legal profession, the need for pro bono, and duties that apply to attorneys (RPC 1.0, Comment 5)Recognize the 8 C’s of a successful and ethical representation, beginning with commencing and conducting the representation, clients, and conflictsUnderstand the ethical rules regarding unauthorized practice and attorneys admitted in other statesSelect and vet potential pro bono clientsDefine, understand, and balance the roles of the various players in a pro bono engagement, including who is the client and working with nonprofit organizations and third partiesIdentify conflicts of interest and how to check for potential conflictsRenee Glover Chantler, Elizabeth A. Hom, Toby J. Rothschild, Christopher M. Tirrell, Jonathan Wong, Phong S. WongThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Resources on Ethics of Remote WorkRenee Glover Chantler,Elizabeth A. Hom,Toby J. Rothschild,Christopher M. Tirrell,Jonathan Wong,Phong S. WongEthics of Pro Bono, LA County Bar Update, Los Angeles Country Bar Association (LACBA) (March 2021)Toby J. RothschildState of California, Business and Professions Code Sections 6068, 6073–6073.2Renee Glover Chantler,Elizabeth A. Hom,Toby J. Rothschild,Christopher M. Tirrell,Jonathan Wong,Phong S. WongConference of Chief Justices and Conference of State Court Administrators, Resolution 5, Reaffirming the Commitment to Meaningful Access to Justice for AllToby J. RothschildHow to Get Started with Pro Bono Service, Barrister Tips, Los Angeles Lawyer (March 2013)Laura Riley,Phong S. WongPresentation MaterialButler Snow Lawyers Sanction Order HandoutRenee Glover ChantlerEthical Issues in California Pro Bono and Legal Services Representation 2025 (PowerPoint Slides)Renee Glover Chantler, Elizabeth A. Hom, Toby J. Rothschild, Christopher M. Tirrell, Jonathan Wong, Phong S. Wong Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449775 449775 98 G3044 1:09:01 https://www.pli.edu/programs/ethical-issues-in-california-pro-bono-representation/449772?tCode=WTC5_RSS01 Ethics and professional responsibility Litigation Public interest law and pro bono Practice skills (Public interest law and pro bono) Professional development Taken from the Web Program Recorded September 29, 2025 in San FranciscoConducting the Representation Continued – Conflicts, Competence and Professionalism [01:02:54]In this session, the panel will delve deeper into the various conflicts of interest issues that can arise during pro bono representation and provide guidance on how to check for and mitigate conflicts issues. The panel will also continue to review the 8 C’s of successful and ethical pro bono representation with a discussion of the importance of the duty of competence. After completing this session, participants will be able to:Recognize conflicts of interest issues that arise in various settings and relationships, including:Conflicts between clientsConflicts between attorney and clientConflict imputation and screeningConflict waiversConflicts in clinicsParticular pro bono conflicts issuesIdentify and understand the ethical duties of competence and, ways that pro bono attorneys can gain competence and supportLegal learningAbility to act diligentlyMental, emotional, and physical ability to performLaw firm/In house partnershipsCultural differencesProfessionalism and competenceRenee Glover Chantler, Elizabeth A. Hom, Toby J. Rothschild, Christopher M. Tirrell, Jonathan Wong, Phong S. WongThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:California Rules of Court, Rule 9.46: Registered In-House Counsel (Revised January 1, 2024)Renee Glover Chantler,Elizabeth A. Hom,Toby J. Rothschild,Christopher M. Tirrell,Phong S. Wong,Jonathan WongCalifornia Rules of Court, Rule 9.45: Registered Legal Aid Attorneys (Revised January 1, 2024)Renee Glover Chantler,Elizabeth A. Hom,Toby J. Rothschild,Christopher M. Tirrell,Jonathan Wong,Phong S. WongSegal v. State Bar of California, 44 Cal.3d 1077 (Cal. 1988)Toby J. RothschildNichols v. Keller, 15 Cal.App.4th 1672 (1993)Toby J. RothschildLegal Aid Foundation of Los Angeles, Interpreter/Translator Confidentiality Rules and Rules of Professional Conduct AgreementPhong S. WongLegal Aid Foundation of Los Angeles, Release of Information for Pro Bono PlacementPhong S. WongLanguage Challenges for Effective and Ethical Client Representation, LA County Bar Update, Los Angeles Country Bar Association (LACBA) (April 2022)Toby J. Rothschild Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449772 449772 98 G3044 1:02:54 https://www.pli.edu/programs/ethical-issues-in-california-pro-bono-representation/449769?tCode=WTC5_RSS01 Ethics and professional responsibility Litigation Public interest law and pro bono Practice skills (Public interest law and pro bono) Professional development Taken from the Web Program Recorded September 29, 2025 in San FranciscoConducting the Representation Continued – Clarity, Confidentiality, Communication and Closing [01:01:45]In this session, the panel will complete their review of the 8 C’s of successful and ethical pro bono representation with a detailed discussion of the duties of clarity, confidentiality, communication, and closing. After attending this session, participants will be able to:Create clarity in the lawyer/client relationship by clearly documenting and defining the pro bono representationUnderstand the importance of defining and documenting the scope of representationFull scope, Limited scope, Self-HelpSpecific ethical rules for limited scope representationDefine, understand, and implement the ethical rules surrounding confidentiality in various contextsWith legal services/nonprofit staffWith volunteer mentorsWhen using technology - emailing, Google Drive, DropBox, etc.Define, understand, and implement the ethical rules surrounding communication in various contextsKeeping client informedSettlement offersRemote service deliveryDefine, understand, and implement the ethical rules surrounding closing the representationHanding off or ending the representation  Closing lettersClient access to filesNotifying the court/filingsProviding case outcomes and volunteer hours to nonprofit organizationsRenee Glover Chantler, Elizabeth A. Hom, Toby J. Rothschild, Christopher M. Tirrell, Jonathan Wong, Phong S. WongThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Shriver Housing Project, Los Angeles Firm Full Scope Retainer AgreementPhong S. WongShriver Housing Project, LA Eviction Assistance Center Limited Scope AgreementPhong S. WongSample Written Fee Agreements (May 17, 2019)Elizabeth A. HomThe State Bar of California, Sample Written Fee Agreements Forms, Instructions and Comments (May 17, 2019)Elizabeth A. HomIssues with Remote WorkingToby J. RothschildFrequently Asked Questions: Ethical Obligations in Remote Working & Remote Legal Services, OneJustice (June 2020)Toby J. RothschildThe State Bar of California, Standing Committee on Professional Responsibility and Conduct, Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of Law, Executive SummaryJonathan Wong Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449769 449769 98 G3044 1:01:45 https://www.pli.edu/programs/cybersecurity/449828?tCode=WTC5_RSS01 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 September 29, 2025 in New YorkCybersecurity: U.S. and Global Legal Landscape [01:02:03]In this session, we will learn about the myriad laws and proposed rules in the U.S., EU and beyond concerning cybersecurity protections and response. After completing this session, participants will be able to:Hear an overview of the cybersecurity legal landscape in the U.S. and other jurisdictionsAnalyze U.S. data security lawsUnderstand U.S. breach notification lawsSummarize recent SEC activityAnalyze FTC enforcement actionsRestate EU developments on data security and breach notification in the GDPR and NIS2 DirectiveComply with global breach notification requirements and guidanceShee Shee Jin, Aaron P. SimpsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:David Dumont, Hunton, Lawyer Insights, Flexible but Robust Cybersecurity Compliance Programs Are Essential to Comply with New EU Digital Laws (June 3, 2025)Lisa J. Sotto,Aaron P. SimpsonPresentation MaterialCybersecurity: U.S. and Global Legal LandscapeShee Shee Jin, Aaron P. Simpson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449828 449828 98 G3171 1:02:03 https://www.pli.edu/programs/cybersecurity/449831?tCode=WTC5_RSS01 Cybersecurity and data protection Cyber threats Information privacy (Cybersecurity and data protection) Taken from the Web Program Recorded September 29, 2025 in New YorkThe Cyber Threat Landscape [01:03:52]The panelists in this session will provide details about the current cyber threat environment. They will describe the key threat actors, exploits used to compromise systems, and the data most coveted by cyber criminals. After completing this session, participants will be able to:Identify today’s most significant cybersecurity threatsKnow what the attackers are seekingProtect their companiesList what industry sectors and data are most at riskBob Lord, Kyriakos Vassilakos, David Wong The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mandiant, M-Trends 2025 ReportDavid Wong Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449831 449831 98 G3171 1:04:34 https://www.pli.edu/programs/cybersecurity/449819?tCode=WTC5_RSS01 Cybersecurity and data protection Cyber attacks Information privacy (Cybersecurity and data protection) Taken from the Web Program Recorded September 29, 2025 in New YorkCybersecurity Readiness: Best Practices [00:58:18]Cyber attacks are not inevitable—but readiness and proactive governance are essential. After completing this session, participants will be able to:Achieve best practices in incident preparedness, including those most relevant to counselEvaluate GenAI risks and readiness, including governance, compliance, and threat actor considerationsUnderstand the evolving role of cybersecurity insuranceExplain effective approaches to vendor risk managementAnalyze the board’s role in overseeing cybersecurity and GenAI risksChristine Flammer, Alejandro Mosquera, Gerasimos (Gerry) J. StellatosThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hunton, Privacy and Information Security Law Blog, Global Privacy and Cybersecurity Law Updates and AnalysisLisa J. Sotto,Aaron P. SimpsonPresentation MaterialCybersecurity Readiness: Best PracticesChristine Flammer, Alejandro Mosquera, Gerasimos (Gerry) J. Stellatos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449819 449819 98 G3171 0:59:00 https://www.pli.edu/programs/cybersecurity/449825?tCode=WTC5_RSS01 Cybersecurity and data protection Government investigations (Data breach) Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded September 29, 2025 in New YorkCyber Attack Tabletop [01:16:23]The panelists on this session will walk the audience through a cyber tabletop exercise, breaking down each step in the response process. After completing this session, participants will be able to:Recall a mock cybersecurity event with experts who will walk through each aspect of the incidentIdentify the anomalies that suggest the occurrence of a cyber eventManage a forensic investigationEvaluate the legal implicationsLearn follow-up remediation techniquesManage the regulators and ensuing lawsuitsSiobhan Gorman, Brian Lichter, Lisa J. Sotto, Kevin Wood The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Adam Solomon, Responding to Cyber Extortion: Understanding Cybercriminal Networks and Negotiating with Cybercriminals (February 27, 2025)Lisa J. Sotto,Aaron P. SimpsonPresentation MaterialCyber Attack TabletopSiobhan Gorman, Brian Lichter, Lisa J. Sotto, Kevin Wood Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449825 449825 98 G3171 1:16:23 https://www.pli.edu/programs/cybersecurity/449816?tCode=WTC5_RSS01 Chief information security officers Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded September 29, 2025 in New YorkCybersecurity: CISOs Speak [01:01:08]CISOs stand between businesses and cyber attackers. They also work hand-in-hand with cybersecurity lawyers. In this session, we will hear from those on the front lines. After completing this session, participants will be able to:Extrapolate strategies for global companies facing persistent threatsRecite industry standards and best practicesUnderstand the actions of those who are key to defending the regulated community and the publicReview prevention strategiesJames Forrest, Lauren Heyndrickx, Jeremy Koppen, Tiberiu StanescuThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Christian Vasquez, Fortune, Former FBI Agent Thought He Had Seen It All in Cybercrime. Then He Became a Corporate Executive in Charge of Information Security (March 11, 2025)Jason Manar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449816 449816 98 G3171 1:01:08 https://www.pli.edu/programs/cybersecurity/449822?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 September 29, 2025 in New YorkCybersecurity: Regulators Speak [01:00:29]Federal and state regulators are laser-focused on cybersecurity. In this session, we will hear from regulators who are steeped in cyber-related investigations, enforcement and regulation. After completing this session, participants will be able to:Understand relevant regulatory frameworksOutline regulatory priorities in data securityList enforcement trendsDiscuss how regulators prefer organizations to respond to cybersecurity incidentsLaura D'Allaird, Kashif T. Chand, John NeumonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Panoramic Data Protection & Privacy 2025 (July 3, 2024)Lisa J. Sotto,Aaron P. Simpson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449822 449822 98 G3171 1:00:29 https://www.pli.edu/programs/basics-of-the-federal-election-campaign-act-2025/447960?tCode=WTC5_RSS01 Political activity law Campaign finance Corporate political activity Political action committees Regulation, compliance, and enforcement (Political activity law) 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 447960 447960 98 G5537 1:01:45 https://www.pli.edu/programs/hot-topics-in-the-negotiation-of-ownerarchitect-agreements/447899?tCode=WTC5_RSS01 Legal writing, drafting, and negotiation Contract drafting and negotiation Real estate Construction contracts The typical architectural services agreement (ASA) between owner and architect sets forth, among other things, the services of the architect, the rights of the parties to the drawings and specifications, the compensation for the services and various legal liability issues such as indemnification and default and termination. Lurking below the surface are, however, several points of friction which may give rise to extended negotiations. This program will highlight some of those points of friction and offer common sense solutions to their resolution. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447899 447899 98 G5371 1:03:20 https://www.pli.edu/programs/under-review-with-alex-su--episode-two/449328?tCode=WTC5_RSS01 Recruitment and hiring (Employment and labor) Legal innovation Legal operations Litigation Taken from the Web Program Recorded September 26, 2025 in New YorkUnder Review with Alex Su – Episode Two: Managerial Civil Courts, Law Firm Practice Management Developments: OCI and Legal Recruiting Changes and Innovation in Legal Operations [01:31:39]After completing this session, attorneys and legal professionals will be able to:Analyze changes in law firm hiring policies and their impacts on OCI, summer programs, judicial clerkships and how law schools are being forced to adaptUnderstand how changes in law firm hiring needs are redefining what skills and professional experiences law firms are looking for from their new associates Assess how some civil courts are taking a more active role in managing the pathways for cases that appear before them, and the potential role AI may play in a managerial civil court systemConsider how law firms are embracing legal innovation in several areas of their practiceUnderstand how law firm leadership and internal agents of change can drive legal operations innovation in the face of resistance to ultimately improve firm performance and client serviceProf. David Freeman Engstrom, Mary Shen O’Carroll, Susan Robinson, Adam Sterling, Alex SuPresentation MaterialStanford Law School, A Blueprint for Expanding Access to Justice in Los Angeles Superior Court’s Eviction Docket Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449328 449328 98 G5585 1:32:21 https://www.pli.edu/programs/trial-evidence/449711?tCode=WTC5_RSS01 Litigation Evidence Trial Professional development Artificial intelligence Taken from the Web Program Recorded September 26, 2025 in New YorkEmerging Evidentiary Issues in the Digital Age [01:01:13]After completing this session, participants will be able to:Understand and evaluate Artificial Intelligence (AI) and Generative AI (Gen AI) as evidenceHow it arises in litigationChallenges to admissibilityValidity and reliabilityBiasTransparencyAssess the authentication of social media, evidence from internet sites, and generative AIEvaluate body camera evidence and emerging sources of informationCFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  Moderator: James A. ShererSpeakers: Yohance Bowden, Maura R. Grossman, Julia P. KuanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Emerging Evidentiary Issues in the Digital Age (Outline) (July 2025)Yohance BowdenBystander Video and Police Body-Camera Evidence (2025)Julia P. KuanMaura R. Grossman and Hon. Paul W. Grimm, Judicial Approaches to Acknowledged and Unacknowledged AI-Generated Evidence, Columbia Science and Technology Law Review, Vol. 26, No. 2 (2025)Maura R. GrossmanPresentation MaterialAI-Generated Evidence: Your 2025 UpdateMaura R. GrossmanEmerging Evidentiary Issues in the Digital Age: Bystander Videos and Police Body CamerasJulia P. Kuan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449711 449711 98 G3063 1:01:13 https://www.pli.edu/programs/trial-evidence/449714?tCode=WTC5_RSS01 Litigation Evidence Practice skills (Litigation) Trial Witness impeachment Taken from the Web Program Recorded September 26, 2025 in New York“J’accuse!”: The Evidentiary Implications of Accusations [01:06:30]This discussion will focus on how the Rules of Evidence treat statements that take the form of accusations.After completing this session participants will understand:How to handle under Rules 803(3) and 403 statements that include an embedded accusationWhether prior false accusations by a witness can be used as impeachment under Rules 404, 412, and 608(b)Moderator: Berit BergerSpeakers: Ashley M. Burrell, Debra L. Raskin, Rich TuckerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Relevant Case Summaries—AccusationsBerit BergerRelevant Federal Rules of EvidenceBerit BergerBrief ofJames C Francis IV (Ret.)Erin Murphy, Impeaching with an Alleged Prior False Accusation, Fordham Law Review, Vol. 92, Issue 6 (2024)Berit BergerAdditional ResourcesJames C Francis IV (Ret.)Presentation Material“J’accuse!”: The Evidentiary Implications of Accusations - HypotheticalsBerit Berger Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449714 449714 98 G3063 1:06:30 https://www.pli.edu/programs/trial-evidence/449708?tCode=WTC5_RSS01 Litigation Evidence Practice skills (Litigation) Trial Professional development Taken from the Web Program Recorded September 26, 2025 in New YorkLightning Round: Test Your Knowledge of Evidence [01:01:57]A panel of experts will pose hypothetical evidentiary questions and invite the audience to vote on the “correct” answer, after which the panel will analyze the problem. After completing this session participants will better understand these selected Federal Rules of Evidence:Relevance (Rules 401 & 402)Unfair prejudice (Rule 403)Other bad acts and propensity (Rule 404)Hearsay (Rules 801-806)Multiple hearsayResidual exception (Rule 807)Memory refreshed v. past recollection recorded (Rules 612, 803(5))Moderator: Hon. James C. Francis IV (Ret.)Speakers: Steven D. Feldman, Hon. Sarah Netburn, Jessica OrtizThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Selected Case Law on Evidence (July 18, 2025)James C. Francis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449708 449708 98 G3063 1:01:57 https://www.pli.edu/programs/recent-developments-in-anti-terrorism-act-litigation/447887?tCode=WTC5_RSS01 Corporate law International law Regulation, compliance, and enforcement (International law) Litigation Recently, the Trump Administration designated a number of Latin American drug cartels as Foreign Terrorist Organizations (“FTOs”). These new FTO designations may expose companies operating in Mexico and other Latin American countries to significant legal risk. Many FTO-designated cartels have embedded themselves in the local economy, so much so that they are difficult for legitimate businesses to avoid. And if businesses do engage with FTOs, they run the risk of being sued in the United States. For example, the Anti-Terrorism Act (ATA) creates a private right of action allowing U.S. nationals injured by an act of international terrorism to sue those allegedly responsible for their injuries. When an act of terrorism is committed, planned, or authorized by an FTO, liability can extend to entities who aided and abetted or conspired with the FTO to commit terroristic acts. Defendants in ATA cases face treble damages and attorneys’ fees, in addition to litigation costs and potential reputational damage.This Briefing will discuss the ATA generally and then explain how the recent FTO designations might impact companies doing business in Latin America. We will share lessons learned from cases arising from Middle Eastern terrorism, which might help those with Latin American risk manage or mitigate that risk. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447887 447887 98 G5532 1:01:23 https://www.pli.edu/programs/securities-law-in-asia/449811?tCode=WTC5_RSS01 Financial capital Financial markets Capital markets International trade 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 449811 449811 98 G3125 1:00:59 https://www.pli.edu/programs/securities-law-in-asia/449796?tCode=WTC5_RSS01 Corporate finance Financial capital Financial markets Capital markets Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded September 25 - 26, 2025 in Hong KongHong Kong Capital Markets [01:01:06]This session will give an update on developments in Hong Kong capital markets. After completing this session, participants will be able to:Provide a market roundupUnderstand the recent Hong Kong Stock Exchange initiatives and their impact on the marketUnderstand the latest focus areas by the CSRC and the CSRC approval processDiscuss other developments the market would like to seeModerator: Grace HuangSpeakers: Lan Jie, Johnson Ngie, Kelvin TeoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Freshfields, HKEX to Implement Enhanced Corporate Governance Requirements from 1 July 2025 (January 3, 2025)Grace HuangFreshfields, SFC’s Guidelines for Market Soundings (November 2024)Grace HuangFreshfields Bruckhaus Deringer, HKEX Consults to Further Expand the Paperless Listing Regime (August 2024)Grace HuangFreshfields Bruckhaus Deringer, Sustainability Horizon Scanning on the Latest Trends and What You Need to Know—Key Themes and Takeaways (April 24, 2024)Grace Huang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449796 449796 98 G3125 1:01:48 https://www.pli.edu/programs/securities-law-in-asia/449802?tCode=WTC5_RSS01 In-house counsel (Ethics and professional responsibility) Career development Professional networking (Career development) Attorney-client relations Securities and other financial products Taken from the Web Program Recorded September 25 - 26, 2025 in Hong KongIn-House Counsel Roundtable: A Transactional Lawyer’s Perspective [01:00:39]This session will give an inside look at the current key issues for in-house transactional lawyers in Asia. After completing this session, participants will be able to:Spot key issues for banks and bank counsel in 2025 and beyondIdentify Dos and Don’ts for external counselUnderstand life on the other side: going in-house as a career optionModerator: Yvette RodriguezSpeakers: Alice Gu, Vincent Ng, Frances Wong The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Freshfields, HKEX to Implement Enhanced Corporate Governance Requirements from 1 July 2025 (January 3, 2025)Grace HuangFreshfields Bruckhaus Deringer, Sustainability Horizon Scanning on the Latest Trends and What You Need to Know—Key Themes and Takeaways (April 24, 2024)Grace HuangMindForge Consortium, Emerging Risks and Opportunities of Generative AI for Banks: A Singapore Perspective SGX, Algorithmic Trading Regulatory Guide (July 7, 2024)Yeong Zee KinThe Association of Banks in Singapore, Handbook on Generative AI Guardrails in Banking (May 2025)Yeong Zee KinMonetary Authority of Singapore, Artificial Intelligence Model Risk Management—Observations from a Thematic Review (December 2024)Yeong Zee Kin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449802 449802 98 G3125 1:00:39 https://www.pli.edu/programs/securities-law-in-asia/449781?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 25 - 26, 2025 in Hong KongArtificial Intelligence and its Impact on Corporate and Securities Law in Asia [01:01:22]This session will explore the growing impact of AI on corporate and securities practice in Asia. After completing this session, participants will be able to:Reconcile overlapping layers of regulation -- how extant general personal data regulation and impending horizontal AI regulations might already extend to financial servicesUnderstand that IT risk management obligations still apply – e.g. outsourcing, operational resilience, governancePrioritize data literacy among employeesPredict how risk-based reviews for AI can be incorporated within existing governance reviewsDecide whether you need an AI review board as part of the governance structureBe aware of deployment, capabilities and risk management relating to the AI as AI becomes more embedded in day-to-day operationsEvaluate risks relating to algorithmic trading, including ensuring orderly markets and preventing market distortionsCFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Moderator: Yeong Zee KinSpeakers: Prof. Emily Lee, Sandra Liu, Alex Toh, Mandy ZhuThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:MindForge Consortium, Emerging Risks and Opportunities of Generative AI for Banks: A Singapore Perspective SGX, Algorithmic Trading Regulatory Guide (July 7, 2024)Yeong Zee KinThe Association of Banks in Singapore, Handbook on Generative AI Guardrails in Banking (May 2025)Yeong Zee KinMonetary Authority of Singapore, Artificial Intelligence Model Risk Management—Observations from a Thematic Review (December 2024)Yeong Zee KinSGX Group, Proposed Changes to the Futures Trading Rules and Other Rulebooks, Consultation Paper R23-1 (September 21, 2023)Yeong Zee KinMonetary Authority of Singapore, Information Paper, Implementation of Fairness Principles in Financial Institutions’ Use of Artificial Intelligence/Machine Learning—Observations from a Thematic Review (June 2022)Yeong Zee KinSGX, Algorithmic Trading Regulatory Guide (October 2020)Yeong Zee KinMonetary Authority of Singapore, Principles to Promote Fairness, Ethics, Accountability and Transparency (FEAT) in the Use of Artificial Intelligence and Data Analytics in Singapore’s Financial Sector (February 7, 2019)Yeong Zee KinMonetary Authority of Singapore, Securities and Futures Act (CAP. 289) and Financial Advisers Act (CAP. 110), Guidelines on Provision of Digital Advisory Services, Guidelines No. CMG-G02 (October 8, 2018)Yeong Zee KinVeritas Consortium DocumentsYeong Zee KinPresentation MaterialArtificial Intelligence and its Impact on Corporate and Securities Law in AsiaYeong Zee Kin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449781 449781 98 G3125 1:01:22 https://www.pli.edu/programs/securities-law-in-asia/449805?tCode=WTC5_RSS01 Financing Mergers and acquisitions Acquisition financing Deal structuring Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded September 25 - 26, 2025 in Hong KongFinancing Mergers & Acquisitions in Asia [01:02:09]This session will discuss current trends in financing mergers & acquisitions in Asia. After completing this session, participants will be able to:Identify the key trends in LBO financingsExplain holdco financings and back leverage more generallyUnderstand the significance of US liquidity for Asian buyoutsRecognize the impact of new players in the Asian LBO market (both sponsors and financiers)Set expectations and make predictions for the future of acquisition finance in AsiaModerator: Davide MencacciSpeakers: Vikram Lamba, Sunny Leung, Pramath VermaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Milbank Insights, Earn-Outs in Asian M&A: Bridging Valuation Gaps in a Volatile Deal Environment (June 5, 2025)Davide MencacciMilbank, AI: Acquiring Intelligence—APAC M&A Legal Playbook 2025 (May 22, 2025)Davide Mencacci Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449805 449805 98 G3125 1:02:09 https://www.pli.edu/programs/securities-law-in-asia/449790?tCode=WTC5_RSS01 Private equity Mergers and acquisitions Deal structuring M & A agreements Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded September 25 - 26, 2025 in Hong KongPrivate Equity Trends in Asia [01:02:50]This session will discuss recent trends and key drivers for private equity in Asia. After completing this session, participants will be able to:Understand trends in private equity in AsiaTrack M&A activitiesIdentify diversified exit opportunitiesAddress challenges facing the private equity sector in AsiaModerator: Judie Ng ShortellSpeakers: Andrew Crook, Sayak Maity, Ivy TangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Asia Private Equity Trends (July 2025)Judie Ng Shortell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449790 449790 98 G3125 1:02:50 https://www.pli.edu/programs/securities-law-in-asia/449808?tCode=WTC5_RSS01 Mergers and acquisitions Acquisition financing Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded September 25 - 26, 2025 in Hong KongM&A Trends in Asia [01:01:34]This session will discuss the key drivers for the current M&A market in Asia. After completing this session, participants will be able to:Follow recent developments and tactics in M&A structuresUnderstand the role of private equityTrack key regulatory changesRecall recent deal activityModerator: Alex BidlakeSpeakers: Edwin Chan, Natalie YeungThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Milbank Insights, Earn-Outs in Asian M&A: Bridging Valuation Gaps in a Volatile Deal Environment (June 5, 2025)Davide MencacciMilbank, AI: Acquiring Intelligence—APAC M&A Legal Playbook 2025 (May 22, 2025)Davide Mencacci Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449808 449808 98 G3125 1:01:34 https://www.pli.edu/programs/securities-law-in-asia/449784?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Outbound investment Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded September 25 - 26, 2025 in Hong KongU.S. Regulatory Developments Impacting Asia [01:05:53]This session will explore recent U.S. regulatory and enforcement developments affecting international securities practice in Asia. After completing this session, participants will be able to:Evaluate the potential impact of the SEC’s Concept Release on foreign private issuersAssess the significance of the SEC’s formal withdrawal of numerous rule proposalsDiscuss the US Treasury’s new Outbound Investment rulesUnderstand enforcement priorities of the US Foreign Corrupt Practices ActModerator: James GrandolfoSpeaker: Paul M. DudekThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Adam Brenneman, et al., Milbank Insights, SEC Concept Release on Foreign Private Issuer Eligibility (July 8, 2025)James Grandolfo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449784 449784 98 G3125 1:05:53 https://www.pli.edu/programs/securities-law-in-asia/449799?tCode=WTC5_RSS01 Insolvency Bankruptcy and restructuring Debt restructuring International bankruptcy Cross-border transactions Taken from the Web Program Recorded September 25 - 26, 2025 in Hong KongRestructuring and Insolvency Issues in Asia [01:02:35]This session will explore restructuring and insolvency issues in Asia. After completing this session, participants will be able to:Understand the various forms and structures of liability management exercises (LMEs)Identify key commercial objectives and legal considerations underpinning LMEsAnalyze recent case law on how courts across different jurisdictions have addressed contentious LME issuesDevelop effective strategies to execute LMEs from the company’s perspective or to challenge coercive LMEs as a creditorModerator: Anthony WijayaSpeakers: Robert Sandes, Bryant Stone, Joshua TaylorThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kirkland & Ellis, LLP, Petrofac: Court of Appeal Overturns Restructuring Plans—Critical Guidance for Future Cases Involving New Money (July 1, 2025)Anthony WijayaShaun J. Mathew, Evan Johnson and Daniel E. Wolf, Kirkland & Ellis, LLP, Kirkland Governance Update, Bridge Over Troubled Waters: Five Ways Public Companies Can Prepare for Shareholder Activism in Times of Turbulence (April 29, 2025)Anthony Wijaya Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449799 449799 98 G3125 1:02:35 https://www.pli.edu/programs/securities-law-in-asia/449787?tCode=WTC5_RSS01 Corporate finance Equity lines of credit Lines of credit Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded September 25 - 26, 2025 in Hong KongPrivate Credit and Direct Lending in Asia [01:00:09]This session will discuss current trends in private credit and direct lending in Asia. After completing this session, participants will be able to:Follow current trends in private credit in AsiaUnderstand the regulatory environment and its impact on private creditRecognize innovation in private credit instruments and structuresIncorporate ESG considerations in private creditModerator: Ben BurgerSpeakers: Jon Davies, Richard McDade, William Pan, Richard WoodworthThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tor Investment Management, Private Credit in Asia Pacific—Trends, Challenges, and Opportunities (April 2024)Ben Burger Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449787 449787 98 G3125 1:00:51 https://www.pli.edu/programs/securities-law-in-asia/449778?tCode=WTC5_RSS01 Confidentiality (Ethics and professional responsibility) Ethical issues (Ethics and professional responsibility) Conflicts of interest Practice skills (Ethics and professional responsibility) Cross-border transactions Taken from the Web Program Recorded September 25 - 26, 2025 in Hong KongWhat Every Global Securities Lawyer Needs to Know About Ethics [01:01:38]This session will discuss the ethical issues arising in global securities practice. After completing this session, participants will be able to:Follow recent developmentsIdentify which ethics rules apply to lawyers in global firmsRecognize responsibilities to prospective clients and “pre-deal” adviceManage conflicts of interest for global firms – best practicesHandle communications with persons represented by counselComply with duties of confidentiality and treatment of client informationModerator: Thomas KollarSpeakers: Daniel M. Shapiro, Anna Xu, Alan Yeung The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics: Professional Practice & Risks (Substantive Outline) (March 14, 2024)James Hsiao,Sharon LauPresentation MaterialConflicts of Interest: A Challenge for Global Law FirmsThomas KollarWhat Every Global Securities Lawyer Needs to Know About Ethics HypotheticalThomas Kollar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449778 449778 98 G3125 1:01:38 https://www.pli.edu/programs/securities-law-in-asia/449793?tCode=WTC5_RSS01 Corporate litigation International litigation Dispute resolution Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded September 25 - 26, 2025 in Hong KongTrends in Disputes across Asia [01:01:48]This session will compare recent developments in corporate and securities disputes across Asia. After completing this session, participants will be able to:Analyse the current trends in corporate disputes within various Asian jurisdictions, identifying key factors influencing these trendsEvaluate the litigation landscape impacting corporate disputes, emphasising litigation strategies and the interplay between litigation and alternative dispute resolution methodsUnderstand the role of arbitration as a mechanism for resolving corporate disputes, particularly in cross-border contexts, and the implications for corporate governanceExplore the nuances of exit disputes in private capital investments, focusing on strategies for effective resolution and risk mitigationExamine pre-closing disputes related to private capital transactions, including common issues that arise during due diligence and contract negotiationsCIP-CEU credit for Certified Information Professionals Moderator: Kyle WomboltSpeakers: John Choong, Edward Taylor, Thomas Walsh, Yan ZhangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Herbert Smith Freehills, Global Perspectives: Construction & Infrastructure Disputes (2024)Kyle Wombolt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449793 449793 98 G3125 1:01:48 https://www.pli.edu/programs/patent-fundamentals-bootcamp/449762?tCode=WTC5_RSS01 Intellectual property Patents Patent prosecution Practice skills (Intellectual property) Patent litigation Taken from the Web Program Recorded September 25, 2025 in San FranciscoAn Overview of Patent Prosecution [01:16:49]After completing this session, participants will be able to:Understand Key Milestones in patent prosecution process includingTypes of actions such as:Restriction RequirementsOffice Actions – Non-final and FinalAdvice for responding to eachDifferences between objections/rejectionsLearn about common mistakes made responding to Office ActionsAnalyzing referencesAddressing double-patenting issuesFormalitiesAmending the specification, claims, and drawingsKnow the options available at the USPTOAppealsReexaminationsReissuesThird-party submissionsSupplemental examinationContested administrative proceedingsPractice Proactive ProsecutionStart with the end in mindRemember to check-inSara Halton, Heidi E. LunasinPresentation MaterialChapter 2: An Overview of Patent Prosecution (Substantive Outline)Sara Halton, Heidi E. LunasinAn Overview of Patent ProsecutionSara Halton, Heidi E. Lunasin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449762 449762 98 G3189 1:16:49 https://www.pli.edu/programs/patent-fundamentals-bootcamp/449756?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Patents Patent claims Practice skills (Intellectual property) Patent litigation Taken from the Web Program Recorded September 25, 2025 in San FranciscoPatent Prosecution Ethics [01:02:22]After completing this session, participants will be able to:Attain an overview of ethical issues specific to the practice of patent prosecutionDiscover how to determine inventorshipLearn how to “zealously represent” a client, address potential subject-matter or client conflicts, and participate in pro bono opportunities in patent prosecutionUnderstand ethical issues, including duty of disclosureEmil J. Ali, Thomas J. KowalskiPresentation MaterialChapter 4: Patent Prosecution Ethics MaterialsEmil J. Ali, Thomas J. KowalskiPLI Bootcamp: Ethics, Conflicts, and Candor: Essential Lessons for IP Practitioners (PowerPoint slides)Emil J. Ali, Thomas J. Kowalski Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449756 449756 98 G3189 1:02:22 https://www.pli.edu/programs/patent-fundamentals-bootcamp/449765?tCode=WTC5_RSS01 Patents Patent applications Patent claims Practice skills (Intellectual property) Practice skills (Litigation) Taken from the Web Program Recorded September 25, 2025 in San FranciscoPreparation of a Patent Application [01:17:18]After completing this session, participants will be able to:Learn how to analyze an invention disclosureUnderstand how to choose embodiments Find the best subject matter for claimsPrepare the drawings, background, description and claims, and file a patent applicationJon E. GordonPresentation MaterialChapter 1: An Introduction to Patent DraftingJon E. GordonClaim Drafting & Preparation of the Patent ApplicationJon E. Gordon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449765 449765 98 G3189 1:17:18 https://www.pli.edu/programs/patent-fundamentals-bootcamp/449753?tCode=WTC5_RSS01 Intellectual property Patents Patent claims Practice skills (Intellectual property) Patent litigation Taken from the Web Program Recorded September 25, 2025 in San FranciscoClinic I: Patent Claim Drafting [01:01:28]After completing this session, participants will be able to:Analyze and draft claims to a sample inventionMeghan McLean Poon, Anna YuanPresentation MaterialChapter 5: Clinic I: Patent Claim Drafting – Problem & Answer SetClinic I: Claim Drafting Exercise (PowerPoint slides)Meghan McLean Poon, Ph.D., Anna Yuan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449753 449753 98 G3189 1:01:28 https://www.pli.edu/programs/patent-fundamentals-bootcamp/449759?tCode=WTC5_RSS01 Intellectual property Patents Patentability Practice skills (Intellectual property) Patent litigation Taken from the Web Program Recorded September 25, 2025 in San FranciscoPatent Enforcement Issues [01:03:10]After completing this session, participants will be able to:Learn about how patent preparation and prosecution decisions impact subsequent patent enforcement (litigation and licensing)Recognize patentable subject matter in the wake of the Supreme Court’s Alice decision, inequitable conduct, and non-infringement and invalidity analyses and opinionsJudy Jarecki-Black, Thomas J. KowalskiPresentation MaterialChapter 3: Patent Enforcement: Prosecution Considerations (Substantive Outline)Judy Jarecki-Black, Ph.D., Thomas J. KowalskiPatent Enforcement: Prosecution Considerations (PowerPoint slides)Judy Jarecki-Black, Ph.D., Thomas J. Kowalski Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449759 449759 98 G3189 1:03:52 https://www.pli.edu/programs/patent-fundamentals-bootcamp/449747?tCode=WTC5_RSS01 Intellectual property Trademark litigation Patents Patent infringement Patent litigation Taken from the Web Program Recorded September 25, 2025 in San FranciscoClinic III: Infringement Analysis [01:03:14]After completing this session, participants will be able to:Review and work on a potential infringement fact pattern relating to the sample inventionJudy Jarecki-Black, Thomas J. KowalskiPresentation MaterialChapter 7: Clinic III: Infringement Analysis – Problem & Answer SetClinic III: Patent Infringement Problem (PowerPoint slides)Judy Jarecki-Black, Ph.D., Thomas J. Kowalski Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449747 449747 98 G3189 1:03:56 https://www.pli.edu/programs/patent-fundamentals-bootcamp/449750?tCode=WTC5_RSS01 Intellectual property Trademark litigation Patents Practice skills (Intellectual property) Patent litigation Taken from the Web Program Recorded September 25, 2025 in San FranciscoClinic II: Patent Amendment Writing [01:01:54]After completing this session, participants will be able to:Review and work on an amendment writing problem relating to the sample inventionJon E. Gordon, Roberta A. YoungPresentation MaterialChapter 6: Clinic II: Patent Amendment Writing – Problem & Answer Set Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449750 449750 98 G3189 1:02:36 https://www.pli.edu/programs/how-lawyers-can-build-resilience-without-burning-out/447844?tCode=WTC5_RSS01 Mental health Professional development Attorney wellness Lawyers are trained to manage complexity, advocate under pressure, and find clarity in chaos. But few are ever taught how to manage themselves—especially when setbacks strike. From burnout and self-doubt to imposter syndrome and the relentless pressure to perform, the legal profession tests more than just intellect; it tests identity.In this presentation, faculty will share personal stories, evidence-based tools, and original mental fitness frameworks to help lawyers navigate adversity and build sustainable well-being. Participants will learn how to reframe stress, reconnect with purpose, and cultivate self-leadership in high-pressure environments. Whether you’re a solo practitioner, government lawyer, or firm associate, this session equips you with practical strategies to build resilience—not as a buzzword, but as a daily practice.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447844 447844 98 G5500 1:00:58 https://www.pli.edu/programs/when-worlds-collide-how-lawyers-are-impacted-by-the-foreign-agents-registration-act--and-how-they-can-navigate-fara-compliance/447733?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Political activity law Regulation, compliance, and enforcement (Political activity law) Registration statements (Securities filings and financial statements) Criminal enforcement of the Foreign Agents Registration Act (FARA) by the U.S. Department of Justice (DOJ) may now be in flux. But administrative enforcement remains robust, and lawyers must understand not only how their clients may become subject to FARA, but how they, too, could be required to register under FARA and meet associated disclosure requirements. For while FARA includes an exemption for legal representation, that exemption extends only to certain actions lawyers take on behalf of clients.David H. Laufman previously oversaw FARA enforcement at DOJ as Chief of the Counterintelligence and Export Control Section in the National Security Division. He also served as Co-Chair of the ABA Task Force on FARA, which recommended several reforms of FARA. Mr. Laufman currently advises law firms and other organizations on FARA compliance and represents parties in FARA enforcement investigations. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447733 447733 98 G5533 1:02:20 https://www.pli.edu/programs/ai-for-junior-associates/452277?tCode=WTC5_RSS01 Technology in law practice Artificial intelligence Taken from the Web Program Recorded September 19, 2025 in New YorkAI for Junior Associates: A Practical Approach [01:01:39]After completing this program, viewers should be prepared to effectively use AI tools in legal practice by learning how to:Start using AI tools in the firmSpot legal ethics considerationsUnderstand how AI can enhance legal workflow Understand the role AI technology can play as corporate/transactional toolsSee how AI can be employed as writing and litigation toolsRecognize how AI can be a teacher to newer lawyersHow AI will impact the career of a junior associate over the long termJennifer L. Bluestein, Marlene GebauerPresentation MaterialChapter 2 from PLI Publication “An Associate's First Year: A Guide to Thriving at a Law Firm (Second Edition)”Jennifer L. Bluestein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 452277 452277 98 G5575 1:01:39 https://www.pli.edu/programs/mental-health-issues--the-new-york-state-courts/449185?tCode=WTC5_RSS01 Mental health Taken from the Web Program Recorded September 19, 2025 in New YorkThe Application of the Adult Treatment Court Best Practice Standards to Co-Occurring and Mental Health Courts [01:31:22]The Adult Treatment Court Best Practice Standards, which provide definitive guidance for treatment court practitioners nationwide, apply to all adult treatment courts. Treatment court practitioners must look to the standards to sustain and enhance these lifesaving programs. This session will provide an overview of the standards, highlight key takeaways, and address specific issues related to co-occurring and mental health courtsAfter completing this session, participants will be able to:Understand how to implement the Standards in your treatment court.Discuss the most frequently asked questions from the field.Identify some of the important implementation issues that co-occurring and mental health courts will need to address under the revised Standards.Aaron Arnold, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Applying the Adult Treatment Court Best Practice Standards to Mental Health Courts (PowerPoint slides)Aaron ArnoldAll Rise and Center for Justice Innovation, A Practitioner’s Guide to Constitutional and Legal Issues in Adult Drug CourtsAaron ArnoldResourcesChristine Edwards,Steven Helfont,Kimberly VanCampPresentation MaterialApplying the Adult Treatment Court Best Practice Standards to Mental Health CourtsAaron Arnold Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449185 449185 98 G3065 1:31:22 https://www.pli.edu/programs/mental-health-issues--the-new-york-state-courts/449182?tCode=WTC5_RSS01 Mental health Taken from the Web Program Recorded September 19, 2025 in New YorkImproving Participant Outcomes & Influencing Systemic Change through Best Practice Standards [02:01:02]This session will provide attendees with a brief overview of each Best Practice Standard introduced by a content expert. The emphasis of the discussion will be on how fidelity to the Standard will inform and improve Mental Health Court and Co-occurring Court participant outcomes and influence systemic change in mental health court operations. After completing this session, participants will be able to:Describe three Mental Health Court Best Practice Standards.Identify a Best Practice Standard that is well positioned to improve participant outcomes.Discuss how the introduction of one of the Best Practice Standards will influence positive systemic change.Moderator: Kimberly VanCamp, MAPanelists: Aaron Arnold, Esq., Steve Hanson, M.S. Ed., Hon. Marcia Hirsch (Ret.)The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Implementing Best Practice Standards in New York’s Mental Health Courts and Co-Occurring CourtsKimberly VanCampAll Rise, Critical Issues for Defense Attorneys in Drug Courts (Revised Edition, February 2025)Aaron ArnoldHow the Judge Works with the Multidisciplinary Team to Achieve Participant Success in a Mental Health or Co-Occurring Court Through the Coordinated Use of Sanctions, Incentives and Service AdjustmentsMarcia P. HirschAll Rise, Substance Use, Mental Health, and Trauma Treatment and Recovery Management (from Adult Treatment Court Best Practice Standards), available at:Steve HansonAll Rise, Reference Guide for Treatment Court Defense AttorneysAaron ArnoldResourcesChristine Edwards,Steven Helfont,Kimberly VanCampPresentation MaterialSubstance Use, Mental Health, and Trauma Treatment and Recovery ManagementSteve Hanson, M.S. Ed. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449182 449182 98 G3065 2:01:02 https://www.pli.edu/programs/mental-health-issues--the-new-york-state-courts/449176?tCode=WTC5_RSS01 Mental health Taken from the Web Program Recorded September 19, 2025 in New YorkLooking Ahead: Improving Responses to Justice-Involved Individuals with Mental Illness [01:07:36]In this session, the panelists will discuss innovative strategies and emerging best practices for improving how the criminal justice system responds to individuals with mental illness. Panelists will discuss multi-agency collaboration, legal and ethical considerations, and opportunities for continued reform to promote more effective and person-centered outcomes.After completing this session, participants will be able to:Recognize and better understand the innovative practices being utilized to assist justice-involved individuals with mental illness.Identify key challenges and opportunities in addressing the needs of justice-involved individuals.Identify strategies for effective collaboration between the courts and behavioral health providers.Moderator: Steven Helfont, Esq.Panelists: Tricia George, Hon. John Zhou Wang, Hon. Debra J. YoungThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Looking Ahead: Improving Responses to Justice-Involved Individuals with Mental IllnessSteven Helfont,Christine Edwards,Kimberly VanCampTreatment Courts Offer a Second Chance Instead of JailDebra J. YoungResourcesChristine Edwards,Steven Helfont,Kimberly VanCamp Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449176 449176 98 G3065 1:07:36 https://www.pli.edu/programs/mental-health-issues--the-new-york-state-courts/449179?tCode=WTC5_RSS01 Mental health Litigation Public interest law and pro bono Taken from the Web Program Recorded September 19, 2025 in New YorkEquity & Inclusion: Is It a Best Practice? [01:30:29]The following mission statement of the New York State Unified Court System addresses the universal issues surrounding access to justice head on: “We affirm our responsibility to promote a court system free from any and all forms of bias and discrimination and to promote a judiciary and workforce that reflect the rich diversity of New York State.” This session explores the application of these principles to New York’s treatment courts, with particular emphasis on evidence-based practices that promote equitable access to treatment court programs, equitable treatment and availability of services within treatment court programs, and equitable outcomes for participants.After completing this session, participants will be able to:Understand the extent and cause of racial, ethnic and other disparities, especially among people experiencing mental illness, in treatment court admissions, access to services, and outcomes.Understand how treatment court teams can use evidence-based tools to identify court programming areas where any disparities may exist.Identify strategies that treatment court teams can implement to reduce or eliminate disparities in access to court programs, access to treatment and services within the court programs, and participant outcomes.Bias/Diversity credit where applicableHRCI / SHRM Credit for Human Resources Professionals Moderator: Carol Fisler, Esq.Panelists: Erica Boyce, Ph.D., Matt Collinson, MHS, Nicole Hylton, MA, MSThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Equity and Inclusion: A Best Practice for Mental Health Courts (June 2025)Carol FislerRacial and Ethnic Disparities in New York Mental Health Courts: Outcomes, Obstacles, and Culturally Responsive SolutionsNicole HyltonAddressing Racial Disparities in Mental Health CourtsMatt CollinsonResourcesChristine Edwards,Steven Helfont,Kimberly VanCampPresentation MaterialImplementing Best Practice Standards in Mental Health Courts: Is “Equity & Inclusion” a Best Practice?Carol FislerRacial Equity in NY Mental Health Courts - What Do We Know and What Must We Do?Erica J. Boyce, Ph.D., Matt Collinson, MHSRacial & Ethnic Disparities in New York Mental Health Courts: Outcomes, Obstacles, and Culturally Responsive SolutionsNicole Hylton, MA, MS Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449179 449179 98 G3065 1:31:12 https://www.pli.edu/programs/corporate-political-activities/449141?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 18 - 19, 2025 in WashingtonPay-to-Play and Anticorruption Laws [01:02:06]After completing this session, participants will be able to:Survey anti-corruption, linkage and conflict of interest lawsIdentify examples of federal, state, local pay-to-play provisionsDescribe recent high profiles cases and examplesImplement compliance strategies and practical approachesCFE Field of Study: Fraud Ki P. Hong, Madison Eggert-CroweThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Pay-to-Play and Anticorruption (July 2025)Lucy Kalar,Ki P. Hong,Theodore GrodekPay-to-Play Laws: An Introduction and OverviewJason D. Kaune,Elli Abdoli,Kira SimonPresentation MaterialPay-to-Play and Anticorruption in Political ActivityMadison E. Eggert-Crowe, Ki P. Hong Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449141 449141 98 G3035 1:02:48 https://www.pli.edu/programs/corporate-political-activities/449138?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 18 - 19, 2025 in WashingtonRoundtable Discussion: Hot Topics in Political and Election Law [01:15:26]After completing this session, participants will be able to:Keep up with new federal actions regarding election administration and voting rightsExplore the interaction of political activity with your organization’s DEI, ESG and CSR stancesReflect on the rise of the modern lobbying industry and its strategies Consider how to address policy issues and challenges in the current environmentKenneth A. Gross (Panel Leader), Jason Kaune (Panel Leader), David Becker, Wesley D. Bizzell, Melissa Laurenza, Brody Mullins, Jill Holtzman VogelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Center for Election Innovation & Research, CEIR Focus Brief: Restrictions on Private Funding for Elections (January 2025)David BeckerAkin, Ethics Changes for Trump Administration Appointees (February 10, 2025)Melissa L. Laurenza,Kenneth A. Gross,Kevin M. Paulsen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449138 449138 98 G3035 1:15:26 https://www.pli.edu/programs/corporate-political-activities/449165?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 18 - 19, 2025 in WashingtonState and Local Campaign Finance Laws [01:01:28]After completing this session, participants will be able to:Outline a comprehensive overview of state and local laws relating to political contributions and optionsExplain how to utilize state and federal PACs nationally and to make corporate expenditures across jurisdictionsIdentify new areas of oversight by state regulators and changes in the law since the last conferenceUnderstand a multi-jurisdictional compliance approach to compliance that recognizes local areas of concernJason Kaune, Elli AbdoliThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:State and Local Campaign Finance LawsJason D. Kaune,Evann WhitelamOverview of Federal Campaign Finance: Contributions and ExpendituresJason D. Kaune,David LazarusPresentation MaterialState and Local Campaign Finance LawsElli Abdoli, Jason D. Kaune Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449165 449165 98 G3035 1:01:28 https://www.pli.edu/programs/corporate-political-activities/449171?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 18 - 19, 2025 in WashingtonCorporate Political Activities: What You Can Do Without a PAC [01:18:47]After completing this session participants will be able to:Explain the prohibition against corporate contributions and options for what corporations can do post-Citizens UnitedFrame the purpose of political donations and related issues of corporate social responsibilityUnderstand fundraising at the office, bundling, and political visits in the office and activities at homeKnow how to working with trade associations and make protective representations when contributing to others to avoid unwanted enforcement and errorsKenneth A. Gross The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Corporate Political Activities: What You Can Do Without a PAC (Updated July 13, 2025)Kenneth A. Gross,Kevin M. PaulsenPresentation MaterialCorporate Political ActivitiesKenneth A. Gross Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449171 449171 98 G3035 1:18:47 https://www.pli.edu/programs/corporate-political-activities/449168?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 18 - 19, 2025 in WashingtonCorporate Political Activities: What You Can Do With a PAC [00:59:54]After completing this session, participants will be able to:Differentiate between contributions, expenditures and understand the basic rules for federal PACs Describe the ins and outs of forming, maintaining, soliciting for, and governing corporate PACs, SuperPACs and Hybrid PACsUnderstand disclosure, dark money, special prohibitions for corporations and different options for spending on election-related activitiesImplement best practices and internal controls to avoid errors, audits and enforcements under various lawsJason Kaune The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Political Action Committees (August 2023)Jan Witold BaranPresentation MaterialWhat You Can Do With A PACJason D. Kaune Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449168 449168 98 G3035 0:59:54 https://www.pli.edu/programs/corporate-political-activities/449159?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 18 - 19, 2025 in WashingtonFEC Regulation of Foreign Political Activity and the Foreign Agents Registration Act (FARA) [01:12:47]After completing this session, participants will be able to:Define key components of the FARAExplain how PACs work with U.S. subsidiaries of foreign companiesExplain the FEC ban on foreign nationals domesticallyIdentify relevant guidance regarding foreign nationalsKenneth A. Gross (Panel Leader), Rebecca Gordon, Melissa LaurenzaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Foreign Agents Registration Act (Updated July 13, 2025)Melissa L. Laurenza,Kevin M. PaulsenForeign National Electoral Activity (July 2025)Rebecca H. GordonPresentation MaterialForeign Agents Registration ActMelissa LaurenzaForeign National Campaign Finance ActivityRebecca H. Gordon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449159 449159 98 G3035 1:13:29 https://www.pli.edu/programs/corporate-political-activities/449162?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 18 - 19, 2025 in WashingtonLatest Developments at the Federal Election Commission and Federal and State Lobbying Disclosure Laws [01:46:07]After completing this session, participants will be able to:Describe developments in rulemakingExplore Advisory Opinions of noteUnderstand enforcement prioritiesKenneth A. Gross, Jason KauneThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Federal Election Commission, Weekly Digest (June 30–July 4, 2025)Jason D. Kaune,Kenneth A. GrossFederal Election Commission, Weekly Digest (Week of July 7–11, 2025)Jason D. Kaune,Kenneth A. GrossFederal Election Commission, Summary, National Republican Senatorial Committee v. Federal Election Commission, et al. (22-639/24-3051/24-621)Jason D. Kaune,Kenneth A. Gross Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449162 449162 98 G3035 1:46:07 https://www.pli.edu/programs/corporate-political-activities/449147?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 18 - 19, 2025 in WashingtonPolitical Activity by Nonprofits and Advocacy Organizations [01:03:11]After completing this session, participants will be able to answer the following questions:What types of tax-exempt organizations can be politically active?Can they engage in independent campaign expenditures and other political activities?What is the difference between “dark money” and super PACs?What questions should a donor ask when partnering with nonprofits?How can trade associations and social welfare organization cope with differences in the law? Eric Gorovitz, Jason KauneThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Political Tax ConsiderationsJason D. Kaune,James W. CarsonPresentation MaterialPolitical Activity by Nonprofits and Advocacy OrganizationsEric Gorovitz, Jason D. Kaune Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449147 449147 98 G3035 1:03:11 https://www.pli.edu/programs/corporate-political-activities/449150?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 18 - 19, 2025 in WashingtonOversight and Enforcement of Election and Ethics Laws [00:58:30]After completing this session, participants will be able to:Identify enforcement conducted by different branches, entities and levels of governmentDraw the line between civil and criminal enforcementExplore Congressional investigations and recent changes in enforcement prioritiesUnderstand prominent enforcement casesCFE Field of Study: Fraud Caleb Burns (Panel Leader), Reginald J. Brown, Robert Heberle, Lisa J. StevensonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Excerpt, United States v. Householder, Nos. 23-3565/3566 (6th Cir. 2025)Robert HeberleExcerpt, United States v. Sittenfeld, 128 F.4th 752 (6th Cir. 2025)Robert HeberleFederal Election Commission, Rules of Procedure of the Federal Election Commission Pursuant to 2 U.S.C. 437c(e)Lisa J. StevensonExecutive Order 14215: Ensuring Accountability for All Agencies, 90 Fed. Reg. 10447, No. 35 (February 24, 2025)Lisa J. StevensonFederal Communications Commission, Comment Sought on GlobalVRS Request for Exogenous VRS DeafBlind Costs, 88 Fed. Reg. 24986, No. 79 (April 25, 2023)Lisa J. StevensonFederal Prosecution of Election Offenses, Eighth Edition (December 2017)Jason D. Kaune,Kenneth A. GrossPresentation MaterialOversight and Enforcement of Election and Ethics LawsReginald J. Brown, Caleb P. Burns, Robert J. Heberle, Lisa J. Stevenson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449150 449150 98 G3035 0:59:12 https://www.pli.edu/programs/corporate-political-activities/449144?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 18 - 19, 2025 in WashingtonGovernment Contracts and Political Activity [01:01:21]After completing this session, participants will be able to:Understand how government contracting can impact – and even impair – government affairs and political activities and vice versa Navigate today’s political climate, from novel executive orders and ESG and anti-ESG provisions to conflicting federal and state mandatesDescribe the impacts of the changing political landscape on current and prospective government contractors and beyond Coordinate government affairs with other relevant internal departments to avoid potential loss of business and other political ramifications in the current political climate Elli AbdoliThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:State and Local Government ContractsElli Abdoli,Evann WhitelamPresentation MaterialNavigating a Challenging Political Climate as a Government ContractorElli Abdoli Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449144 449144 98 G3035 1:02:03 https://www.pli.edu/programs/corporate-political-activities/449156?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 18 - 19, 2025 in WashingtonFederal, State, and Local Ethics Rules [01:13:35]After completing this session, participants will be able to:Define Executive Branch, and House and Senate gift rules Explain post-government employment restrictionsDescribe state and local gift rules and latest related developmentsIdentify other government ethics and conflict of interest lawsFocus on common situations, unusual laws and practical solutionsChristina Hymer, Jason Kaune, John SassamanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:State and Local Government Ethics LawsSharon Spivak,Jason D. Kaune,Elli Abdoli,Kira SimonPresentation MaterialFederal Executive Branch Ethics Rules & State and Local Gifts and Ethics LawChristina (Tina) J Hymer, Jason D. KauneFederal Legislative Ethics Rules & Post-Government Employment RestrictionsJohn C. Sassaman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449156 449156 98 G3035 1:13:35 https://www.pli.edu/programs/corporate-political-activities/449153?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 18 - 19, 2025 in WashingtonCorporate Political Compliance and Ethics Programs [01:17:37]The panel focuses on best practices and common challenges for compliance and ethics programs. After completing this session, participants will be able to:Identify elements of an organization’s political compliance and ethics programDiscuss cross-industry best practices, benchmarking and comparisonsReview approaches to clearing political contributions, lobbying activity and conflicts of interestConsider unique compliance issues surrounding Corporate Social Responsibility, DEI and ESGDevelop programs in high growth environments with limited resourcesJason Kaune (Panel Leader), Lisa Fine, Jennifer Lane, Terri J. Lee, Adrienne MarksThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Corporate Social Responsibility, Political Activity and Compliance: A Changing LandscapeEvann Whitelam,Jason D. KauneOverview of the Political Law Compliance Program for Altria Group, Inc. and Its Companies (September 2025)Wesley D. BizzellAltria, Lobbying and Political Activity: Transparency & Integrity, Annual Report (2024)Wesley D. BizzellPresentation MaterialCorporate Compliance and Ethics ProgramsLisa Fine, Jason D. Kaune, Jennifer Lane, Terri J. Lee, Adrienne Marks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449153 449153 98 G3035 1:17:37 https://www.pli.edu/programs/noncompetes-and-restrictive-covenants-2020-what-every-lawyer-human-resources-professional-and-key-strategic-decisionmaker-should-know/449090?tCode=WTC5_RSS01 Employment agreements Practice skills (Employment and labor) Recruitment and hiring (Employment and labor) Taken from the Web Program Recorded September 18, 2025 in New YorkProtecting Your Business’s Local or National Workforce in a Quickly Changing Legislative Landscape [01:02:09]This panel will explore the current national landscape surrounding noncompetes, and what companies need to do to protect their business interests. After completing this session, participants will be able to:Understand the current status and goals of state and federal regulation of noncompetes and other restrictive covenants, including the latest wage thresholds, the various types of advance notice requirements, and how to implement Colorado’s unique “summary” notice documentAnticipate how ever-changing state laws could affect your business and your existing employment contracts with employeesLearn how to protect your legitimate business interests with a geographically diverse workforceDiscover how California’s new extraterritorial ban on restrictive covenants has affected the analysisStrategize what to do if noncompetes are removed from your arsenal of toolsEvaluate whether and how to update your company's protection programsReview and advise on company communication and compliance strategiesJames Gale, Steven M. Kayman, Jeanah Park, Stephen Riden, Angela SnyderThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Russell Beck and Erika Hahn, The Changing Landscape of Trade Secrets Laws and Noncompete Laws Around the Country (July 9, 2025)Russell BeckPaid Noncompetes Offer a Better Solution Than FTC’s Ban, Law360 (June 20, 2024)Steven M. KaymanSteven M. Kayman and Lauren Rayner Davis, In a Virtual World, Should Courts Still Require Geographical Limitations for Restrictive Covenants?, New Jersey Law Journal (March 13, 2023), available at:Steven M. KaymanSteven M. Kayman and Brian Kim, Can Mere Confidential Information Be Legally Protected?, New York Law Journal, Vol. 260, No. 116 (December 17, 2018)Steven M. KaymanSteven M. Kayman and Lauren Davis, A Call for Nationwide Consistency on Noncompetes, Law360 (November 27, 2018)Steven M. KaymanNavigating Employee Lift-Outs, Corporate Counsel (April 1, 2015)Steven M. KaymanPresentation MaterialSegment PowerPoint: Protecting Your Business’s Local or National Workforce in a Quickly Changing Legislative LandscapeJames A. Gale, Steven M. Kayman, Jeanah Park, Stephen Riden, Angela Snyder Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449090 449090 98 G3954 1:02:09 https://www.pli.edu/programs/noncompetes-and-restrictive-covenants-2020-what-every-lawyer-human-resources-professional-and-key-strategic-decisionmaker-should-know/449088?tCode=WTC5_RSS01 Practice skills (Employment and labor) Regulation, compliance, and enforcement (Employment and labor) Employment litigation Trade secret dispute litigation Noncompetes Taken from the Web Program Recorded September 18, 2025 in New YorkWhat Can Go Wrong, Will: Risks and Damages in Using, Enforcing, and Defending Against Restrictive Covenants [01:01:00]This panel will explore the risks for companies failing to adhere to state requirements or otherwise misusing restrictive covenants, and the potential damages employees and their new employers face if they breach. After completing this session, participants will be able to:Understand how state laws impact which restrictive covenants can and should be usedLearn the potential fines and penalties to which companies are exposed when using restrictive covenants in violation of state law, and how that is impacted when employees move from one state to anotherEffectively evaluate the potential damages from the perspective of the former employer, the employee, and the new employerMolly DiBianca, Benjamin I. Fink, Peter Resnick, Lauren C. Schaefer, John SiegalThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Benjamin I. Fink, Lauren Solomiany, Lauren C. Schaefer and Dennis McPeck, An Overview of State Law Penalties for the Misuse of Restrictive CovenantsBenjamin I. Fink,Lauren C. SchaeferPresentation MaterialSegment PowerPoint: What Can Go Wrong, Will: Risks and Damages in Using, Enforcing, and Defending Against Restrictive CovenantsMargaret DiBianca, Benjamin I. Fink, Peter Resnick, Lauren C. Schaefer, John Siegal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449088 449088 98 G3954 1:01:00 https://www.pli.edu/programs/noncompetes-and-restrictive-covenants-2020-what-every-lawyer-human-resources-professional-and-key-strategic-decisionmaker-should-know/449084?tCode=WTC5_RSS01 Practice skills (Employment and labor) Regulation, compliance, and enforcement (Intellectual property) Trade secrets Noncompetes Taken from the Web Program Recorded September 18, 2025 in New YorkThe Beginning and the End: Managing the Movement of Employees at the Key Stages of the Employment Lifecycle In 2025 [01:16:59]This panel will examine critical scenarios involving the onboarding and offboarding of key leadership, sales, and technology-focused employees. After completing this session, participants will be able to:Assess and understand the risks posed to all parties when an employee leaves for a competitorUnderstand how careful off-boarding processes and thoughtful restrictive covenant drafting and enforcement will impact the risks created by employee departuresLearn about the risks to new employers from cross-contamination of trade secrets and other confidential business information from prior employersDiscover when injunctive relief is the best option or should be avoidedEvaluate your company’s offboarding and onboarding proceduresExplore how to enhance offboarding and onboarding proceduresImplement a step-by-step checklist to limit the risk of trade secret exfiltration and infiltrationOutline an early plan to avoid a lawsuit - how to keep an open dialogueDetermine when to engage outside counselManage the additional issues created by group lift-outsKatheryn Bradley, Jonathan Cooper, Katherine E. Perrelli, Danielle Y. Vanderzanden, Erik J. WintonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Two Sides of the Same Coin: Managing the Critical Hire and Departure of Restricted Employees (July 7, 2025)Katherine E. Perrelli Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449084 449084 98 G3954 1:17:00 https://www.pli.edu/programs/noncompetes-and-restrictive-covenants-2020-what-every-lawyer-human-resources-professional-and-key-strategic-decisionmaker-should-know/449080?tCode=WTC5_RSS01 Practice skills (Employment and labor) Ethical issues (Ethics and professional responsibility) Practice skills (Litigation) Witness preparation Noncompetes Taken from the Web Program Recorded September 18, 2025 in New YorkEthical Issues in Noncompete Matters? If You Don’t Think There are Any, You’ve Discovered the First Trap for the Unwary [01:02:49]This panel will explore key ethical considerations related to employee restrictive covenants. After completing this session, participants will be able to:Understand how and where things can go horribly awry under ABA Model Rules 1.7 and 1.8 when you take on representation of both the employee and the new employer and risk representing both, as the facts, issues, and interests evolve during the course of litigationLearn how to comply with ABA Model Rules 1.1, 3.3, and 3.4 and otherwise understand the technological risks and prevent spoliation from undermining your case before it starts and during the discovery phaseLearn the do’s and don’ts of witness preparation under Rules 3.3. and 3.4, with guidance from ABA Opinion 508Know when and how to raise the ABA Model Rule 1.13 red flag when actions violate legal obligations of the organizationAssess your responsibilities regarding non-lawyer assistance under ABA Model Rule 5.3, including as it applies to the use of third parties for e-discoveryReview the impact of ABA Opinion 498 on “Virtual Practice” on these and other ethical obligationsAstor Heaven, Jennifer A. Kenedy, Maria L. Kreiter, Steven J. PearlmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating the Ethical Potholes on the Road to a Noncompete Trial (June 28, 2022)Jennifer A. KenedyEthical Issues in Noncompete Matters: Fulfilling Obligations to Clients and the Court While Avoiding Traps for the Unwary (2023 Supplement)Maria L. KreiterEthical Issues in Noncompete Matters (2024 Supplement)Maria L. KreiterEthical Issues in Noncompete Matters (2025 Supplement)Maria L. KreiterVirtual Office, Virtual Litigation and Real Ethics (March 18, 2025)Jennifer A. KenedyPresentation MaterialSegment PowerPoint: Ethical Issues in Noncompete Matters? If You Don’t Think There are Any, You’ve Discovered the First Trap for the UnwaryAstor Heaven, Jennifer A. Kenedy, Maria L. Kreiter, Steven J. Pearlman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449080 449080 98 G3954 1:02:50 https://www.pli.edu/programs/noncompetes-and-restrictive-covenants-2020-what-every-lawyer-human-resources-professional-and-key-strategic-decisionmaker-should-know/449086?tCode=WTC5_RSS01 Employment agreements Practice skills (Employment and labor) Practice skills (Intellectual property) Contract drafting and negotiation Taken from the Web Program Recorded September 18, 2025 in New YorkDrafting Enforceable Noncompete Agreements and Related Restrictive Covenants in a Changing Legal Landscape [01:03:25]Building on the patchwork of changing state requirements, this panel will explore advanced tips for drafting restrictive covenants. After completing this session, participants will be able to:Understand how to draft around the interstate implications of noncompetes and other restrictive covenants for employees across state linesLearn how to plan for the potential invalidation of restrictive covenants in your agreementsEvaluate the different options available to address employees working in or moving to or from California and other states, whether during employment or afterExplore when and how to use forum selection and choice of law clauses, when they won't help, and when they will create liabilityDiscover common drafting traps and how to avoid themJennifer S. Baldocchi, Laura E. O'Donnell, Christopher Pardo, Max Perlman, Craig W. TrepanierThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Jack FitzGerald and David S. Sanders, Tips for Drafting Non-Compete Agreements and Related Restrictive Covenants (June 2024)David S. SandersDrafting Enforceable Non-Compete Agreements (September 16, 2024) (PowerPoint Slides)David S. SandersPresentation MaterialSegment PowerPoint: Drafting Enforceable Noncompete Agreements and Related Restrictive Covenants in a Changing Legal LandscapeJennifer S. Baldocchi, Laura E. O'Donnell, Christopher Pardo, Max Perlman, Craig W. TrepanierSegment PowerPoint: Drafting Enforceable Noncompete Agreements and Related Restrictive Covenants in a Changing Legal LandscapeJennifer S. Baldocchi, Laura E. O'Donnell, Christopher Pardo, Max Perlman, Craig W. Trepanier Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449086 449086 98 G3954 1:03:25 https://www.pli.edu/programs/noncompetes-and-restrictive-covenants-2020-what-every-lawyer-human-resources-professional-and-key-strategic-decisionmaker-should-know/449082?tCode=WTC5_RSS01 Employment agreements Injunctive relief Practice skills (Litigation) Trade secret dispute litigation Taken from the Web Program Recorded September 18, 2025 in New YorkManaging the Key Stage of the Case: Seeking or Defending Against TROs and Preliminary Injunctions [01:00:10]This panel will explore advanced strategies for moving for a temporary restraining order or preliminary injunction related to an employee restrictive covenant. After completing this session, participants will be able to:Understand perspectives from outside counsel and in-house counsel on what to evaluate when deciding whether to sue a former employee or competitorDecide whether an employee should file a declaratory judgment action, and how that analysis has been impacted by new California laws and developments in other statesLearn how to use local counsel to help select the best forumUnderstand when and how to use forensic reviews and how the intersection with your preservation obligationsEvaluate whether and when to appeal a TRO or preliminary injunction order when you are not the prevailing partyDiscover key strategies for ensuring that a party complies with a preliminary injunctionKimberly E. Carson, Miguel A. Lopez, Eric Ostroff, James D. Vaughn, Liza M. VelazquezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Liza M. Velasquez, Kaelin Bush, Christina Grochowski and Sera Idoko, Enforcing Noncompete Agreements Through Preliminary Injunctions and Temporary Restraining Orders (June 2025)Liza M. VelazquezPresentation MaterialSegment PowerPoint: Managing the Key Stage of the Case: Seeking or Defending Against TROs and Preliminary InjunctionsKimberly E. Carson, Miguel A. Lopez, Eric Ostroff, James D. Vaughn, Liza M. Velazquez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449082 449082 98 G3954 1:00:52 https://www.pli.edu/programs/life-sciences/449114?tCode=WTC5_RSS01 Health care Life sciences Regulation, compliance, and enforcement (Life sciences) Technology Taken from the Web Program Recorded September 18, 2025 in New YorkFDA Update: Priorities, Compliance, and Enforcement [01:05:03]This session will explore the transformation of FDA under the Trump Administration, and how this is affecting the regulatory process, compliance expectations, and agency enforcement. It will also address areas receiving greater flexibility and greater scrutiny. After completing this session, participants will have a greater understanding of:            How changes in FDA staffing and policy affect companies’ premarket and postmarket regulatory strategiesFDA inspection and enforcement trends and prioritiesThe legal underpinnings of FDA’s benefit/risk and product approval determinationsRecent case law developments concerning FDA authorityNathan A. Brown (Panel Leader), Elizabeth Jungman, Patricia J. Zettler The purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Food & Drug Administration, FAQs: Commissioner’s National Priority Voucher Program (July 22, 2025), available at:Nathan A. BrownFinal Judgment,Nathan A. BrownWhite House, Executive Order, Restoring Gold Standard Science (May 23, 2025), available at:Nathan A. BrownAnna K. Abram, Nathan A. Brown and Caroline D. Kessler, Akin Gump Strauss Hauer & Feld LLP, District Court Vacates FDA LDT Rule; What’s Next for Regulation of Lab Testing? (April 2, 2025)Nathan A. BrownAnna K. Abram and Nathan A. Brown, Akin Gump Strauss Hauer & Feld LLP, The Trump Administration Seeks to Spur Domestic Drug Manufacturing with Regulatory Relief EO (May 7, 2025)Nathan A. BrownPresentation MaterialFDA Review of Novavax’s COVID-19 Vaccine—Regulatory Integrity and Deviations From Standard Practice LinkPatricia J. Zettler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449114 449114 98 G3248 1:05:03 https://www.pli.edu/programs/life-sciences/449111?tCode=WTC5_RSS01 International trade Life sciences Medical devices Pharmaceuticals Technology Taken from the Web Program Recorded September 18, 2025 in New YorkTariffs and Onshoring: How Changes to International Trade Are Impacting Life Sciences Companies [01:01:16]This session will review the impact of tariffs and other barriers to international trade are affecting life sciences companies, as well as the opportunities presented by policies encouraging domestic manufacturing. Participants will leave this session with a greater understanding of:How US tariffs apply to pharmaceutical and medical device companiesHow companies should apply country of origin and supply chain considerationsUS incentives and expectations for on-shoring and near-shoringCompliance considerations relating to international trade lawsNathan A. Brown, Lynn Fischer Fox, Damon V. PikeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Country of Origin and Marking Requirements for Imported Pharmaceutical Products (July 11, 2025)Lynn Fischer FoxArchana Rao Vasa, Lynn Fischer Fox and Murad Hussain, Arnold & Porter Kaye Scholer LLP, Trump Administration Trade Actions Risk Tariff and Other Disruptions for Multiple Sectors and Trade Partners (January 31, 2025)Lynn Fischer Fox19 U.S.C.A. § 1862, Safeguarding National SecurityLynn Fischer FoxPresentation MaterialTariffs and Onshoring: How Changes to International Trade Are Impacting Life Sciences CompaniesNathan A. Brown, Lynn Fischer Fox, Damon V. PikeINSIGHT: The Classic Whip-Saw Effect of Customs and Transfer PricingDamon V. Pike Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449111 449111 98 G3248 1:01:16 https://www.pli.edu/programs/life-sciences/449099?tCode=WTC5_RSS01 Health care Life sciences Regulation, compliance, and enforcement (Life sciences) Taken from the Web Program Recorded September 18, 2025 in New YorkEffective Life Sciences Compliance Programs and Investigations [01:02:10]This session will review how to establish an effective compliance program and conduct internal investigations. After completing this session, participants will have a greater understanding of:U.S. government compliance expectations and best practicesCompliance program evolution and resource allocation through the product development life cycleWays to assess compliance program effectivenessHow to conduct effective investigations into potential issues identified through the compliance programLaura F. Laemmle-Weidenfeld, T. Reed Stephens The 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)Jacob T. ElbergPresentation MaterialEffective Life Sciences Compliance Programs and InvestigationsLaura F. Laemmle-Weidenfeld, T. Reed Stephens Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449099 449099 98 G3248 1:02:10 https://www.pli.edu/programs/life-sciences/449102?tCode=WTC5_RSS01 Medicare Medical devices Pharmaceuticals Pricing (Pharmaceuticals) Technology Taken from the Web Program Recorded September 18, 2025 in New YorkPharmaceutical and Medical Device Coverage and Reimbursement [00:58:44]This session will review the latest developments in pricing and reimbursement issues for pharmaceuticals and medical devices. After completing this session, participants will have a greater understanding of:                                     Developments in Medicare coverage and reimbursementMedicare coverage pathways for drugs and devicesEmerging policies on coverage of innovative technologiesCMS’s ongoing implementation of the Inflation Reduction Act and the President’s “Most Favored Nation” Executive OrderKelly M. Cleary (Panel Leader), Erin Estey Hertzog, Stefanie McNamaraThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Pharmaceutical and Medical Device Coverage & ReimbursementErin Estey Hertzog,Stefanie McNamara,Kelly M. ClearyPresentation MaterialPharmaceutical and Medical Device Coverage & ReimbursementKelly M. Cleary, Erin Estey Hertzog, Stefanie McNamara Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449102 449102 98 G3248 0:58:44 https://www.pli.edu/programs/life-sciences/449105?tCode=WTC5_RSS01 Sales contracts Life sciences Regulation, compliance, and enforcement (Life sciences) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded September 18, 2025 in New YorkContracting With Business Partners on Artificial Intelligence: Commercial Priorities and Risk Mitigation Strategies for Life Sciences Companies [01:00:52]Artificial intelligence (AI), including Generative AI, has already been transformative for the Life Sciences industry and promises to continue driving innovation and technological efficiencies at an increasing pace. To stay competitive, Life Sciences organizations must stay nimble and implement efficient processes for evaluating and entering new commercial arrangements with partners, collaborators, and vendors offering AI tools and solutions. This session will provide a practical roadmap for securing organizational priorities while mitigating legal, regulatory, and commercial risks inherent in transactions involving AI. After completing this session, participants will have a greater understanding of:           What makes AI transactions unique, with a focus on how AI-centric collaborations, licenses and services arrangements differ from traditional software arrangements.Approaches for avoiding pitfalls and securing commercial priorities, including IP and data rights, in AI contracts.How AI can introduce risks to an organization’s proprietary assets and competitive positioning, and practical ways to manage those risks.When privacy and regulatory considerations need to be taken into account, and approaches for allocating related risks and responsibilities.How other Life Sciences companies are approaching diligence and governance of AI transactions and emerging best practices.CFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Kristin Davenport (Panel Leader), Benjamin Fuller, David WildmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Contracting with Business Partners on Artificial Intelligence: Commercial Priorities and Risk Mitigation Strategies for Life Sciences CompaniesDavid Wildman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449105 449105 98 G3248 1:00:52 https://www.pli.edu/programs/life-sciences/449108?tCode=WTC5_RSS01 Health care Life sciences Regulation, compliance, and enforcement (Life sciences) Taken from the Web Program Recorded September 18, 2025 in New YorkEnforcement Trends Impacting the Drug and Device Industries [00:59:23]This session will review current enforcement trends in the drug and device industries. At the conclusion of this session, participants will be able to spot enforcement issues and understand current developments in the following areas:       False Claims ActAnti-Kickback StatuteDOJ compliance and resolution guidanceIndividual liabilityCFE Field of Study: Fraud Jacob T. Elberg (Panel Leader), Ari B. Fontecchio, Geoffrey R. Kaiser The 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)Jacob T. Elberg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449108 449108 98 G3248 1:00:05 https://www.pli.edu/programs/women-lawyers-in-leadership/448454?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias Diversity, inclusion, and elimination of bias in law practice Gender roles and stereotypes in law practice Women in law practice Leadership skills (Career development) Taken from the Web Program Recorded September 17, 2025 in New YorkStrategies For Women Lawyers to Thrive in Uncertain Times [01:00:34]The panel will explore how legal professionals are adapting to shifts in institutional support for DEI initiatives, while remaining grounded in their values, highlighting creative strategies and courageous leadership approaches that preserve progress and build momentum. After completing this session, participants will be able to:Understand how recent legal and organizational shifts affecting DEI in the legal workplace are impacting the professional landscape for women lawyers in leadership roles.Explore practical strategies women leaders in the legal profession can use to navigate change, uncertainty, and evolving workplace dynamics to overcome bias in the legal workplace.Identify ways to maintain influence, connection, and collaboration—even as formal DEI initiatives are scaled back or eliminated.Understand how senior women lawyers are adapting their leadership approaches to continue to support and elevate other legal professionals amid shifting attitudes towards the elimination of bias in the profession.Develop creative approaches to lead with clarity and confidence in environments that may feel less supportive or more complex as support for bias initiatives is being diminished.Explore how women lawyers are sustaining momentum, visibility, and impact despite shifting institutional priorities regarding the elimination of bias in the legal workplace.Strengthen their leadership presence, advocacy skills, and voice to challenge bias and promote equitable practices during times of disruption, transition, or institutional resistance within the legal industry.Bias/Diversity credit where applicableHRCI and SHRM Credit for Human Resources Professionals  Panel Leader: Paula T. EdgarSpeakers: Miguelina Camilo, Jeanine Conley Daves, Cynthia PongThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Strategies for Women Lawyers to Thrive in Uncertain Times: Creative Leadership, Grounded Values, and the Path Forward (July 18, 2025)Paula T. EdgarPresentation MaterialBuilding Career Insurance: 4 Strategies for Women LeadersCynthia Pong JDStrategies for Women Lawyers to Thrive in Uncertain Times PowerPointMiguelina Camilo, Jeanine Conley Daves, Paula T. Edgar, Cynthia Pong JD Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448454 448454 98 G3074 1:00:34 https://www.pli.edu/programs/women-lawyers-in-leadership/448448?tCode=WTC5_RSS01 Gender roles and stereotypes in law practice Women in law practice Leadership skills (Career development) Taken from the Web Program Recorded September 17, 2025 in New YorkBest Leadership Practices for Women Lawyers [01:28:53]This panel will cover best leadership practices for women lawyers. After completing this session, participants will be able to navigate the following leadership skills including how to:Develop their leadership style as women in the legal profession.Build and stay in touch with their network for increased success in the legal workplace.Communicate effectively in the legal workplace.Gain and keep respect as women leaders in the legal profession.Panel Leader: Paula T. Edgar Speakers: Nicole L. Arrindell, Maria Fernandez, Rippi K. Karda Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448448 448448 98 G3074 1:29:35 https://www.pli.edu/programs/women-lawyers-in-leadership/448451?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias Diversity, inclusion, and elimination of bias in law practice Gender roles and stereotypes in law practice Underrepresented racial and ethnic groups in law practice Women in law practice Taken from the Web Program Recorded September 17, 2025 in New YorkNavigating Past Single Stories [01:00:46]This focused panel will explore how women lawyers navigate professional success while managing layered identities and life experiences. From motherhood and caregiving to racial and ethnic identity, disability, aging, menopause, and singlehood, women face assumptions that can limit opportunity and recognition. This session will dissect these nuanced realities and share strategies for thriving beyond the confines of narrow narratives. After completing this session, participants will be able to:Recognize the complex experiences women lawyers navigate across professional and personal identities.Advocate for themselves by mastering self-advocacy, managing their professional reputations, and challenging limiting assumptions. Build resilience against imposter syndrome, especially when navigating environments shaped by bias or incomplete narratives. Identify and mitigate the emotional tax associated with heightened vigilance and identity-based pressures.Develop approaches to foster inclusive environments that value the full spectrum of women's experiences.  Panel Leader: Paula T. EdgarSpeakers: Sonia K. Bain, Tina Luongo, Rhonda Joy McLean, Morenike Williams The purchase price of this Web Program segment includes the following article from the Course Handbook available online:3 Critical Ways to Help Your DEI Leadership Transition Succeed (2023)Paula T. EdgarEmbracing Intersectionality and Multiple Dimensions of Diversity for Women Lawyers in Leadership (July 24, 2024)Paula T. EdgarResources for Women Lawyers in LeadershipTina LoungoFive Problems with Allyship (and Why They Shouldn’t Stop Your Allyship Journey) (October 13, 2022)Paula T. Edgar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448451 448451 98 G3074 1:00:46 https://www.pli.edu/programs/women-lawyers-in-leadership/448457?tCode=WTC5_RSS01 Gender roles and stereotypes in law practice Women in law practice Communication skills (Career development) Leadership skills (Career development) Taken from the Web Program Recorded September 17, 2025 in New YorkExude an Executive Presence: Tips for Women Lawyers to Speak with Confidence [01:00:42]This panel will provide tips on how best to exude executive presence. After completing this session, participants will be able to:Better understand their audience (court, clients, business partners)Harness the “deliberate practice” technique to effectively prepare for presentations.Provide guidance on how attorneys can use opportunities to effectively communicate to courts, clients, business partners, and opposing counsel. Understand how attorneys can effectively use presence when presenting. Panel Leader: Alexandra S. Bernay Speakers: Taa R. Grays, Sindhu S. Daniel, Stephanie SilvermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Exude an Executive Presence: Tips for Women Lawyers to Speak with Confidence (July 17, 2025)Sindhu S. DanielStrategies for Communication with the Four Styles (July 2024)Stephanie SilvermanPresentation MaterialExude an Executive Presence: Tips for Women Lawyers to Speak with Confidence PowerPointAlexandra S. Bernay, Sindhu S. Daniel, Taa R. Grays, Stephanie SilvermanNALP, Do Not Steal My Pause: How to Get the Floor Back When You Are Interrupted Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448457 448457 98 G3074 1:00:42 https://www.pli.edu/programs/women-lawyers-in-leadership/448460?tCode=WTC5_RSS01 Gender roles and stereotypes in law practice Women in law practice Leadership skills (Career development) Taken from the Web Program Recorded September 17, 2025 in New YorkNavigating the Double Bind: Getting a Seat at the Table [01:35:00]This panel will guide attorneys on how to get desired responsibilities. After completing this session, attendees will be able to:Explore recent research regarding statistics related to the appointment of women as lead counsel in multi-district litigation.Learn to create a “deep bench” so that you are ready when opportunity knocks. Limit assignment on non-promotable tasks.Understand how issues related to gender affect performance reviews and craft assessments that get you where you want to be.Develop strategies to promote yourself and others – including how to get mentors, sponsors, and coaches.Get recognized as potential leaders.Panel Leader: Alexandra S. BernaySpeakers: Prof. Alissa DelRiego, Jacquelyn Kasulis, Elaine H. MandelbaumPresentation MaterialNavigating the Double Bind: Getting a Seat at the Table PowerPointAlexandra S. Bernay, Prof. Alissa Del Riego, Jacquelyn Kasulis, Elaine H. Mandelbaum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448460 448460 98 G3074 1:35:00 https://www.pli.edu/programs/nonprofit-organizations/449049?tCode=WTC5_RSS01 Public interest law and pro bono Nonprofit organizations Form 990 reporting Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded September 16, 2025 in New YorkNonprofit Reporting Basics and Developments [01:03:28]This presentation will discuss nonprofit reporting basics and developments. After completing this session, participants will be able to:Understand charitable solicitation regulation and reportingUnderstand how nonprofits use their financial statements to tell their financial and programmatic stories to constituentsFocus on recent IRS changes and activitiesIdentify Form 990 developments and key issuesDahlia Doumar, Dennis J. Morrone, CPA, Seth PerlmanPresentation Material2. Nonprofit Reporting Basics and Developments (PowerPoint Slides)Dennis J. Morrone, CPA3. Form 990 Reporting Issues (PowerPoint Slides)Dahlia Doumar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449049 449049 98 G3144 1:03:29 https://www.pli.edu/programs/nonprofit-organizations/449047?tCode=WTC5_RSS01 Ethics and professional responsibility Professional conduct Public interest law and pro bono Nonprofit organizations Taken from the Web Program Recorded September 16, 2025 in New YorkEthical Considerations for Attorneys Working With Nonprofit Organizations [01:00:16]This presentation will review ethical considerations for attorneys working with nonprofit organizations. After completing this session, participants will be able to:Identify ethical challenges that can arise and best practices for handling themReview select fundamental professional conduct rules and issues including the following: Nonprofit organizations as client: Rule 1.13Conflicts of interest: Rule 1.7Confidentiality obligations: Rule 1.6Ciarra A. Chavarria, David G. SamuelsPresentation Material4. Ethics for Nonprofit Attorneys (PowerPoint Slides)Ciarra A. Chavarria, David G. Samuels Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449047 449047 98 G3144 1:00:16 https://www.pli.edu/programs/nonprofit-organizations/449051?tCode=WTC5_RSS01 Public interest law and pro bono Nonprofit organizations Taken from the Web Program Recorded September 16, 2025 in New YorkNonprofit Governance Basics, Best Practices, and Sector Trends [01:22:37]This presentation will summarize nonprofit governance basics, best practices, and sector trends. After completing this session, participants will be able to:Focus on key governance elements for nonprofitsDual state and federal regimesDuties of directorsConflicts of interestReview nonprofit and for-profit entity intersection and trendsUnderstand who is watching nonprofits: regulators, watchdogs, media, and stakeholdersRecognize governance best practicesIdentify recent regulatory and policy changes, decisions, and enforcement actionsFarah N. Ansari, Prof. Dana Brakman Reiser, Seth PerlmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Nonprofit Governance Basics (June 17, 2025)Dana Brakman ReiserPresentation Material1. Nonprofit Governance Basics, Best Practices, and Sector Trends (PowerPoint Slides)Farah N. Ansari, Dana Brakman Reiser, Seth Perlman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449051 449051 98 G3144 1:22:38 https://www.pli.edu/programs/consumer-financial-services-institute/448387?tCode=WTC5_RSS01 Consumer finance Financial services Ethical issues (Ethics and professional responsibility) Class actions Artificial intelligence Taken from the Web Program Recorded September 15 - 16, 2025 in ChicagoEthical Issues Unique to the 2025 Consumer Space [00:58:21]This panel will discuss emerging trends and cutting-edge approaches to traditional ethical issues, with an emphasis on the impacts of adoption of AI throughout the industry. This session strives to provide attendees with the tools to:Identify the intersection between AI and the Rules of Professional ConductAppreciate the developing guidance by courts and bar associations about the use of AI in the practice of lawUnderstand the distinction between ethical duties that arise in class actions as compared to individual representationStrike a professional balance between individual ethical beliefs and permissible conduct under the canons of ethicsSpeakers: Joshua P. Davis, Judith Fox (Emerita)Presentation MaterialEthical Issues Unique to the 2025 Consumer SpaceJoshua P. Davis, Judith Fox (Emerita) Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448387 448387 98 G3254 0:58:21 https://www.pli.edu/programs/consumer-financial-services-institute/448408?tCode=WTC5_RSS01 Consumer finance Mortgage loans Financial services litigation Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded September 15 - 16, 2025 in ChicagoConsumer Advocates and Consumer Protection Enforcers Speak [01:17:11]This panel will explore emerging issues and trends through the lens of consumer advocates and federal consumer protection enforcers who protect consumers from unfair and deceptive conduct. After attending this session, participants will be able to:Understand the Supreme Court’s recent opinions, explore how the current term might impact consumers, and discuss key circuit level rulingsAppreciate the CFPB’s 2025 enforcement, rulemaking and supervision priorities, including mortgages, credit reporting and debt collectionReceive an update on FTC’s recent law enforcement work involving auto finance, fintech, and moreEvaluate continuing and developing trends in private litigation involving alternative loan products, junk fees, and deposit accountsAnticipate the trends in private bar priorities based on shifts in the regulatory landscapeSpeakers: Shelmun Dashan, Johanna Hickman, Malini Mithal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448408 448408 98 G3254 1:17:53 https://www.pli.edu/programs/consumer-financial-services-institute/448405?tCode=WTC5_RSS01 Consumer finance Mortgage loans Financial services Regulation, compliance, and enforcement (Banking and finance) Housing Taken from the Web Program Recorded September 15 - 16, 2025 in Chicago2025 State Regulatory Actions Update [01:31:16]This panel will analyze the financial services initiatives and priorities of the most active and influential state regulators. After attending this session, participants will be able to:Appreciate the enhanced role of state regulators in response to federal pullbackAnalyze the impact of the state regulatory focus on alternative financing products including earned wage access, income share agreements, and home equity advance productsUnderstand the issues driving state regulators’ approaches to deposit account fraud and scamsLearn about state regulators’ initiatives on junk feesEvaluate how to address the regulators’ ongoing attention to debt collection and credit reportingExplore the regulators’ renewed focus on housing issues including tenant rights and fair housingSpeakers: Matthew Davies, Paul D. Edger, Christopher L. Filburn, Matthew Lashof-Sullivan, Jon F. Worm Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448405 448405 98 G3254 1:31:16 https://www.pli.edu/programs/consumer-financial-services-institute/448396?tCode=WTC5_RSS01 Consumer finance Regulation, compliance, and enforcement (Securities and other financial products) Assets (Securities filings and financial statements) Cryptocurrencies Digital assets Taken from the Web Program Recorded September 15 - 16, 2025 in ChicagoCryptocurrency in 2025: New Opportunities and Consumer Protection Implications [01:01:48]This panel will discuss recent developments in the evolving landscape of digital asset regulation, highlighting key considerations for companies' digital asset strategies. Participants will gain valuable insights into navigating the current regulatory environment and be able to strategically position their companies and clients for future developments. Specifically, after attending the panel, attendees will be able to:Identify the specific laws that potentially apply to cryptocurrency and digital assetsUnderstand regulatory trends in the context of the Trump administration’s industry-friendly approach to digital assets, as evidenced by executive actions, the appointments of pro-industry personnel to key positions, and agency-level shifts in regulatory strategiesGrasp the direction and potential outcomes of efforts to develop comprehensive federal digital asset legislationComprehend the roles that states will play in digital asset regulation and enforcementCybersecurity, Privacy and Data Protection - General credit in NY Speaker: Kevin K. Batteh, Katherine Kirkpatrick Bos, Lindsay Fraser, Trey Smith Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448396 448396 98 G3254 1:01:48 https://www.pli.edu/programs/consumer-financial-services-institute/448402?tCode=WTC5_RSS01 Consumer finance Financial services litigation Arbitration Settlement (Dispute resolution) Taken from the Web Program Recorded September 15 - 16, 2025 in ChicagoEvolving Arbitration Issues and Class Action Updates [01:01:21]This panel will address challenges to individual and mass arbitration and evolving uses of arbitration, as well as important developments in class actions. After attending this panel, participants will be able to:Assess evolving challenges to enforceability of arbitration agreements, including potential implications of recent Supreme Court decisionsDifferentiate mass arbitration and the wave of individual arbitrations as compared to class actions, including law and practical considerationsUnderstand class certification and settlement updates, including standing post-RamirezSpeakers: Neil B. Currie, Sophia Goren Gold, Danielle N. Morris Presentation MaterialEvolving Arbitration Issues and Class Action UpdatesNeil B. Currie, Sophia Goren Gold, Danielle N. Morris Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448402 448402 98 G3254 1:01:21 https://www.pli.edu/programs/consumer-financial-services-institute/448393?tCode=WTC5_RSS01 Fair lending Consumer finance Regulation, compliance, and enforcement (Banking and finance) Targeted advertising Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded September 15 - 16, 2025 in ChicagoFair Lending and Discrimination Litigation and Regulatory Update [01:17:22]This panel will discuss fair lending issues of importance to the entire consumer finance industry. After partaking in this session,participants will be able to:Understand how the administration change has altered fair lending priorities and guidance at the federal levelAppreciate the opportunities for state regulators and legislators to exercise influence in this important areaAssess the current state of the law with respect to targeted advertisingDescribe the fair lending issues associated with machine learning models, both under fair lending laws and state artificial intelligence laws, and understand how to address those issues through sound model development and testingUnderstand the status of special purpose credit programs under both the Equal Credit Opportunity Act and Fair Housing ActSpeakers: Brad Blower, Andrea K. Mitchell, Anand S. Raman Presentation MaterialFair Lending and Discrimination Litigation and Regulatory UpdateBrad Blower, Andrea K. Mitchell, Anand S. Raman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448393 448393 98 G3254 1:17:22 https://www.pli.edu/programs/consumer-financial-services-institute/448390?tCode=WTC5_RSS01 Bank loans Consumer finance Mortgage loans Financial services litigation Regulation, compliance, and enforcement (Banking and finance) Taken from the Web Program Recorded September 15 - 16, 2025 in ChicagoElectronic Transfer, Payment Processing, and Deposit Account 2025 Update [01:17:27]This panel will address current hot topics, including regulatory activity and litigation, relating to electronic payment processing and transfers as well as the related surge in fraud and scam issues affecting deposit accounts. After attending this panel, participants will be able to:Analyze the implications of regulatory initiatives and litigation under the Electronic Fund Transfer ActEvaluate existing and evolving approaches to wire transfer fraud claimsUnderstand the claims and defenses commonly pursued in fraud or scam cases involving electronic payments, debit cards, checks and wire transfersDiscuss updates in financial elder abuse litigation and related legislative effortsSpeakers: Christopher R. Fredrich, Noah A. Levine, Matthew Loker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448390 448390 98 G3254 1:17:27 https://www.pli.edu/programs/consumer-financial-services-institute/448399?tCode=WTC5_RSS01 Distressed companies Financial services Regulation, compliance, and enforcement (Banking and finance) Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded September 15 - 16, 2025 in ChicagoData Security and Privacy Issues in 2025 [01:16:41]This panel will explore and analyze the emerging trends in data privacy and security issues unique to the consumer financial services space. The panel will dive into the current challenges, cutting edge theories, and expanding protections for sensitive financial data. After attending this panel, participants will be able to:Discuss the FTC’s priorities and enforcement actions involving data securityEvaluate the CFPB’s recent rulemaking, including under section 1033Appreciate state legislative and regulatory developments aimed at protecting consumer dataUnderstand the current private litigation landscape and cutting-edge theories against Big TechAnalyze the evolution of private litigation under BIPA and the California Consumer Privacy ActCybersecurity, Privacy and Data Protection - General credit in NY Speakers: David Curtis, John Davisson, Ryan Tack-HooperPresentation MaterialData Security and Privacy Issues in 2025David Curtis, John Davisson, Ryan Tack-Hooper Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448399 448399 98 G3254 1:16:41 https://www.pli.edu/programs/ai-in-legal-services-strategies-for-responsible-adoption-and-effective-implementation/447327?tCode=WTC5_RSS01 Public interest law and pro bono Technology Artificial intelligence Generative AI Generative AI—which enables creative, content-generating applications—is reshaping legal aid and civil justice work. At the same time, legal aid advocates are learning how government and agency use of predictive AI, which relies on historical data patterns, can harm clients due to potential biases. The session will cover promising use cases for generative AI in legal advocacy, operations, provision of legal self-help, and more – highlighting opportunities to improve workflow efficiency while maintaining confidentiality and ethical standards. Faculty will also describe strategies for responsible AI adoption (including the use of secure, trusted platforms rather than free public models), prompt engineering, and building an AI-forward mindset to expand access to justice and enhance legal service delivery.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447327 447327 98 G5525 1:03:28 https://www.pli.edu/programs/the-basics-of-idea-and-school-advocacy-advocating-effectively-for-a-child-in-need-of-specialized-instruction-and-related-services-in-public-school/447308?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 447308 447308 98 G5476 1:03:44 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/447060?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 Cheryl L. Linthicum and George M. Wilson of PLI’s SEC Institute 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 447060 447060 216 G5487 1:03:25 https://www.pli.edu/programs/blockchain-2.0/448049?tCode=WTC5_RSS01 Banking and finance Securities and other financial products Technology Taken from the Web Program Recorded September 12, 2025 in New YorkIntroduction to Decentralized Finance for Lawyers [01:04:38]This session will review evolving trends related to decentralized finance (DeFi). After completing this session, participants will have a greater understanding of DeFi fundamentals including:DeFi under the hood: The “nuts and bolts”Participating in a DeFi communityBusiness developmentProduct developmentMarketingLaws that apply to DeFi projectsBeth Haddock (Panel Leader), Olta Andoni, Tiffany J. Smith, Amanda TuminelliThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Introduction to Decentralized Finance for LawyersCasey D. Grant,Tiffany J. SmithDeFi 101, Curated by the DeFi Education Fund, available at: https://www.defieducationfund.org/resourcesAmanda TuminelliPresentation MaterialIntroduction to Decentralized Finance for LawyersOlta Andoni, Beth Haddock, Tiffany J. Smith, Amanda TuminelliAdditional ResourcesAmanda Tuminelli Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448049 448049 98 G3145 1:04:38 https://www.pli.edu/programs/blockchain-2.0/448043?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Ethics and professional responsibility Confidentiality (Ethics and professional responsibility) Technology Taken from the Web Program Recorded September 12, 2025 in New YorkLegal Ethics and DeFi: Case Studies [01:00:45]This session will review the legal ethics rules implicated for lawyers practicing in various DeFi scenarios. After completing this session, participants will have a greater understanding of:Legal ethics issues arising in the context of DeFi scenarios including cybersecurity breach, white hat contributors, user risk appetites and expectationsLawyers’ ethical obligations, including duty to understand technology, competence, client confidentiality, effective communication, etc.Cybersecurity, Privacy and Data Protection - Ethics credit in NYBeth Haddock (Panel Leader), Sarah W. Chen, Hector Ivan Velez, Jason P. GottliebThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Association of the Bar of the City of New York, Committee on Professional Ethics, Formal Opinion 2024-1: Ethical Issues Arising from the Representation of Two or More Bidders Competing for the Same Asset (January 3, 2024), available at: https://www.nycbar.org/wp-content/uploads/2024/01/20221241_EthicsOpinionCompetingBidders.pdfBeth HaddockThe Association of the Bar of the City of New York, Committee on Professional Ethics, Formal Opinion 2024-2: Ethical Issues Arising from Advice to Clients on Client-Funder Litigation Funding Agreements (April 11, 2024; Updated June 2024), available at: https://www.nycbar.org/wp-content/uploads/2024/04/20221252_EthicsOpinionLitigationFunding-1.pdfBeth HaddockPresentation MaterialLegal Ethics and DeFi: Case StudiesSarah W. Chen, Jason P. Gottlieb, Beth Haddock, Hector Ivan Velez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448043 448043 98 G3145 1:00:45 https://www.pli.edu/programs/blockchain-2.0/448046?tCode=WTC5_RSS01 Banking and finance Corporate law Corporate governance Securities and other financial products Technology Taken from the Web Program Recorded September 12, 2025 in New YorkDeFi: Legal Wrappers and Structuring [00:59:32]This session will explore how to address corporate governance, DAO governance and other liability management in a challenging and evolving environment. After completing this session, participants will have a greater understanding of:Current state of legal structuring options to manage legal and reputational risks Proposed innovations in structuring options A proposed process for inventorying, assessing, recommending and implementing structuring options  Lewis Rinaudo Cohen (Panel Leader), Lindsay Danas Cohen, Jason SchwartzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Squaring the Circle: Smart Contracts and DAOs as Tax Entities, Decentralized Autonomous Organizations, Decentralized Law, Bankless DAO, Taxation (July 29, 2022)https://www.defieducationfund.org/resourcesJason SchwartzMiles Jennings, a16zcrypto, The End of the Foundation Era in Crypto (June 2, 2025), available at: https://www.defieducationfund.org/resourcesJason SchwartzMiles Jennings, a16zcrypto, FAQ: The End of the Foundation Era in Crypto (June 16, 2025), available at: https://a16zcrypto.com/posts/article/faq-end-foundation-era-crypto/Jason SchwartzPresentation MaterialDeFi: Legal Wrappers and StructuringLewis Rinaudo Cohen, Lindsay Danas Cohen, Jason Schwartz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448046 448046 98 G3145 0:59:32 https://www.pli.edu/programs/blockchain-2.0/448040?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Securities and other financial products) Technology Taken from the Web Program Recorded September 12, 2025 in New YorkDeFi: Strategy and Expectations for Regulatory Developments [00:58:09]This session will review US developments of current and proposed regulations impacting DeFi projects. After completing this session, participants will have a greater understanding of:Current regulatory accepted obligations and debates about proposed obligationsProgrammatic approach for meeting expectations in the US and abroad Developments to watch for the coming yearLewis Rinaudo Cohen (Panel Leader), Jane Khodarkovsky, Jason Rozovsky The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Alexander Lipton and Lewis Rinaudo Cohen, DeFi: A Pathway Forward, IFLR (September 9, 2021)https://www.nycbar.org/wp-content/uploads/2024/04/20221252_EthicsOpinionLitigationFunding-1.pdfLewis Rinaudo CohenPresentation MaterialClarity Act of 2025 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448040 448040 98 G3145 0:58:51 https://www.pli.edu/programs/hot-issues-in-executive-compensation/448170?tCode=WTC5_RSS01 Mergers and acquisitions Deal structuring Due diligence (Mergers and acquisitions) Executive compensation Taken from the Web Program Recorded September 12, 2025 in New YorkHot Executive Compensation Issues in M&A and other Transactions [01:16:20]Panelists will discuss the latest issues in executive compensation in the context of M&A and other transactions. After completing this session, participants will be able to:Evaluate takeover preparedness, including in connection with activist situationsUnderstand key compensation issues in M&A transactionsTreatment of equity awardsRetentionFlexibility on compensation matters in in the interim periodUnderstand Section 280G, including mitigation strategies and private company exceptionsRebecca Coccaro, Jeannemarie O’Brien, Marc R. TreviñoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Change-of-Control Protections in 2025 (July 2025)Jeannemarie O’BrienPresentation MaterialHot Executive Compensation Issues in M&A and other TransactionsRebecca Coccaro, Jeannemarie O'Brien, Marc R. Treviño Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448170 448170 98 G3023 1:16:20 https://www.pli.edu/programs/hot-issues-in-executive-compensation/448173?tCode=WTC5_RSS01 Clawback provisions Corporate governance Compensation committees Executive compensation Disclosures (Securities and other financial products) Taken from the Web Program Recorded September 12, 2025 in New YorkTrends in Executive Compensation: What are the Latest Trends in Executive Arrangements? [01:10:36]Panelists will discuss the current trends in executive compensation arrangements. After completing this session, participants will be able to:Understand equity and incentive plan design trendsRecap PvP disclosureDiscuss the impact of Dodd Frank clawback rules on executive compensation practicesIdentify recent ISS and Glass Lewis hot buttonsErica Schohn, Bindu M. Culas, John TrentacosteThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:FW Cook, 2024 Aggregate Share-Based Compensation (September 2024)Bindu M. CulasFW Cook, Global Top 250 Compensation Survey 2024 (December 2024)Bindu M. CulasFW Cook, 2024 Top 250 Report (October 2024)Bindu M. CulasFW Cook, 2024 Top 250 Annual Incentive Plan Report (September 2024)Bindu M. CulasPresentation MaterialTrends in Executive Compensation: What are the Latest Trends in Executive Arrangements?Bindu M. Culas, Erica Schohn, John Trentacoste Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448173 448173 98 G3023 1:10:36 https://www.pli.edu/programs/hot-issues-in-executive-compensation/448167?tCode=WTC5_RSS01 Business judgment rule Internal investigations (Corporate law) Executive compensation Employee benefits litigation Securities litigation Taken from the Web Program Recorded September 12, 2025 in New YorkAvoiding Compensation-Related Legal Actions [00:59:28]Panelists will discuss ways to avoid compensation-related lawsuits. After completing this session, participants will be able to:Review the business judgment rule and the role of process mattersGive an overview of selected recent compensation-related litigation topicsFollow practical steps for avoiding compensation-related legal actionsErica E. Aho, Elena C. NormanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Opinion Awarding Attorney’s Fees and Denying Motion to Revise the Post-Trial Opinion,Elena C. NormanPresentation MaterialAvoiding Compensation-Related Legal ActionsErica E. Aho, Elena C. Norman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448167 448167 98 G3023 1:00:10 https://www.pli.edu/programs/hot-issues-in-executive-compensation/448161?tCode=WTC5_RSS01 Executive compensation Contract drafting and negotiation Disclosures (Securities and other financial products) Taken from the Web Program Recorded September 12, 2025 in New YorkExecutive Officer Representations in Compensation Matters [01:01:33]Panelists will discuss the latest issues in executive representations. After completing this session, participants will be able to:Understand issues regarding the structure and disclosure of executive transitionsIncorporate design considerations for executive incentives during turbulent economic timesFollow current considerations regarding restrictive covenants for senior executives and their enforceabilityDistinguish the differences in approaches and negotiations for public and private equity executive compensation arrangementsAvoid traps for executives in employment contractsColleen M. Hart, Joshua M. Miller, Julia PettyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cleary Gottlieb, Focus on SEC Executive Compensation Disclosure Obligations in 2025: Security Costs and New Item 402(x) (January 16, 2025)Julia L. PettyMichael Albano, Mary E. Alcock and Julia M. Rozenblit, Cleary Gottlieb, Cleary M&A and Corporate Governance Watch, Recent SEC Enforcement Actions on Inadequate Perquisite Disclosure (July 24, 2018)Julia L. PettyPresentation MaterialExecutive Officer Representations in Compensation MattersColleen M. Hart, Joshua M. Miller, Julia L. PettyNegotiating Executive AgreementsJoshua M. Miller Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448161 448161 98 G3023 1:02:15 https://www.pli.edu/programs/hot-issues-in-executive-compensation/448158?tCode=WTC5_RSS01 Compensation committees Executive compensation Attorney-client privilege Ethical issues (Ethics and professional responsibility) Conflicts of interest Taken from the Web Program Recorded September 12, 2025 in New YorkEthical Considerations When Counseling Boards, Compensation Committees, Companies and Executives [01:00:12]Panelists will discuss ethical issues arising from counseling clients on executive compensation matters. After completing this session, participants will be able to:Understand who the client is and related ethical dilemmasRecognize adviser independence as an ethical considerationIdentify attorney-client privilege issues and concernsFollow the dynamics of inside/outside counsel regarding ethical mattersAndrew L. Oringer, Martha SteinmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Navigating Murky Waters: Ethics for the ERISA Lawyer (May 2018)Andrew L. OringerJames D. Wing and Andrew L. Oringer, Discipline Involving Multiple Disciplines—Protecting Innocent Executives in the Age of “Cooperation,” The Business Lawyer, Vol. 70 (Fall 2015)Andrew L. OringerJohn W. McConnell, New York State Unified Court System, Memorandum, Re: Request for Public Comment on the Proposed Amendment of Attorney Civility Standards (June 27, 2019)Andrew L. OringerPresentation MaterialEthical Considerations When Counseling Boards, Compensation Committees, Companies and ExecutivesAndrew L. Oringer, Martha N. SteinmanReport and Recommendations of the New York State Bar Association Committee on Attorney ProfessionalismAndrew L. OringerNYSBA Report Looks at Challenges for Lawyers Who Want To Serve in Public OfficeAndrew L. OringerBest Practices in Legal PracticeAndrew L. OringerRe: Request for Public Comment on the Proposed Amendment of Attorney Civility StandardsAndrew L. Oringer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448158 448158 98 G3023 1:00:12 https://www.pli.edu/programs/hot-issues-in-executive-compensation/448164?tCode=WTC5_RSS01 Corporate tax Executive compensation Regulation, compliance, and enforcement (Securities and other financial products) Tax Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded September 12, 2025 in New YorkTax and Regulatory Developments in Executive Compensation [00:59:23]Panelists will discuss tax and regulatory developments in executive compensation. After completing this session, participants will be able to:Clarify tax developments under the new administrationIdentify other latest developmentsUnderstand 10b5-1 plans and equity grant practice disclosureEvaluate noncompetesCPE Field of Study: Taxes IRS Continuing Education credit for Tax Professionals  Jennifer S. Conway, Shalom D. HuberThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk, SEC Files Two More Actions Alleging Employee Severance Agreements Violated Whistleblower Protections (September 27, 2023)Jennifer S. ConwayPresentation MaterialTax and Regulatory Developments in Executive CompensationJennifer S. Conway, Shalom D. Huber Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448164 448164 98 G3023 1:00:05 https://www.pli.edu/programs/applied-accounting-and-financial-reporting-practice-for-in-house-attorneys-part-two--understanding-revenue-recognition-in-financial-reporting/447038?tCode=WTC5_RSS01 Accounting and financial reporting Revenue recognition Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Securities and other financial products 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 Cheryl L Linthicum and George M. Wilson of PLI’s SEC Institute as they 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 447038 447038 216 G5486 1:03:42 https://www.pli.edu/programs/advanced-patent-licensing/447989?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property licensing License terms (Intellectual property) Patents Practice skills (Intellectual property) Taken from the Web Program Recorded September 11, 2025 in San FranciscoCommencing Negotiations: Key Strategic and Business Considerations in Structuring Patent License Agreement Grants [01:04:34]After completing this session, participants will be able to:Learn how to invite the other side to negotiateDiscover how to avoid declaratory judgmentsKnow the difference between land mines v. safe harborsDiscover licensed rights: list vs. capture period; patents vs. claimsLearn about setting the license term: life of patents vs. the guillotine, etc.Recognize the license grant: broad vs. narrowUnderstand the license fee structures and other financial considerationsLearn about the interplay between license fees and license scopeThomas H. Chia, Christopher A. Suarez**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Entering into Patent License Negotiations and Avoiding PitfallsChristopher A. SuarezStructuring a Patent License Agreement: Strategic & Business ConsiderationsThomas H. Chia Ph.D.Presentation MaterialOpening the NegotiationChristopher A. SuarezStrategic & Business Aspects of Structuring a Patent License AgreementThomas H. Chia Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447989 447989 98 G3192 1:05:16 https://www.pli.edu/programs/advanced-patent-licensing/447980?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property licensing License terms (Intellectual property) Patents Technology Taken from the Web Program Recorded September 11, 2025 in San FranciscoThe Latest Developments in Licensing/Litigating Standards-Essential Patents: Major Implications for Smartphones, Connected Cars, and IoT [01:16:13]After completing this session, participants will be able to:Learn about recent major legal decisions from around the worldUnderstand negotiation behavior: process/dynamics/obligationsIdentify RAND license terms: structure & royalty rate issuesDiscover what is reasonable and what is non-discriminatoryCompare U.S., European and Asian perspectivesThomas H. Chia, Joseph YangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Europe: Latest Developments in Licensing and Litigating Standard-Essential PatentsThomas H. Chia Ph.D.Presentation MaterialLatest Developments in Europe: Standard-Essential Patent (SEP) Licensing/LitigationThomas H. ChiaThe Latest Developments In Licensing / Litigating Standards-Essential Patents in the U.S. and Japan: 2025 UpdateJoseph Yang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447980 447980 98 G3192 1:16:13 https://www.pli.edu/programs/advanced-patent-licensing/447986?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property licensing License terms (Intellectual property) Patents Trade secrets Taken from the Web Program Recorded September 11, 2025 in San FranciscoA Deeper Look at Real Deal Terms: Analysis of a Technology License Agreement [02:00:25]After completing this session, participants will be able to:Learn about landmine issues from national expertsUnderstand when being a deal killer can be advantageousDiscover how to protect trade secrets that are often involved in license agreementsSee how the force majeure clause can cover youRecognize when to sublicense and how to protect oneself from wayward sublicenseesLearn how to get the upper hand when creating licensesDiscover that not all indemnifications are equal and learn about which ones your client should useUnderstand when arbitration works, when it fails, and how to tell the differenceDiscover how territorial and use restrictions can maximize revenuesRecognize why negotiating licenses are different from M&A and other dealsMark S. Holmes, Panel Leader; John S. Ferrell, Melvin C. Garner**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:2025 Analysis of a Technology License Agreement: Specimen Provisions from Technology License Agreements, Excerpts Reprinted from Practising Law Institute, Patent Licensing and Selling: Strategy, Negotiation, Forms (2nd Edition)Mark S. HolmesSelect Chapters from Practising Law Institute, Patent Licensing and Selling: Strategy, Negotiation, Forms (2nd Edition) (January 2025)Mark S. Holmes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447986 447986 98 G3192 2:01:07 https://www.pli.edu/programs/advanced-patent-licensing/447983?tCode=WTC5_RSS01 Intellectual property Trademark litigation Intellectual property licensing Litigation Patent litigation Taken from the Web Program Recorded September 11, 2025 in San FranciscoThe Latest Developments from IP Licenses Going to Litigation: How to Avoid and/or Win Litigation [01:01:06]After completing this session, participants will be able to:Recognize the importance of drafting with expertise and precisionUnderstand that judges are not IP specialistsLearn the interplay among District Courts, the Federal Circuit and Supreme CourtRecognize decisions affecting licensable subject matter, license grants/scope, payments, exclusivity, venue, damages, and moreKnow about new restrictions on employee IP agreements in CaliforniaUnderstand major clarifications to non-competes in CaliforniaLearn takeaways and everyday practice tipsJoseph YangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Latest Developments from IP Licenses Going to Litigation: How to Avoid and/or Win Litigation (2025 Update–Cases from 2024)Joseph YangThe Latest Developments from IP Licenses Going to Litigation: How to Avoid and/or Win Litigation (2025 Update–Cases from 2024) (PowerPoint slides)Joseph YangPresentation MaterialThe Latest Developments From IP Licenses Going To Litigation: How to Avoid and/or Win Litigation (2025 Update – Cases From 2024)Joseph Yang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447983 447983 98 G3192 1:01:48 https://www.pli.edu/programs/advanced-patent-licensing/447977?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing Patents Dispute resolution Taken from the Web Program Recorded September 11, 2025 in San FranciscoPutting it Together: Issue Spotting and Mock Negotiation of a Complex Patent License [01:17:08]After completing this session, participants will be able to:Understand how to structure the license grantLearn what happens when licensed products are made in one country and sold elsewhere (patent coverage, royalty base, tracking, etc.)Learn about royalty, reporting, and other economic considerationsIdentify reps and warranties and/or indemnityRecognize dispute resolution issues (choice of law, arbitration, etc.)Learn about statutory restrictions (competition law, misuse, grantbacks)Understand industry-specific contrasts and pointers (e.g., electronics v. biopharma)Jake Handy*, Nader A. Mousavi**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mock Negotiation of a Patent License AgreementJake Handy,Nader A. Mousavi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447977 447977 98 G3192 1:17:50 https://www.pli.edu/programs/securities-arbitration/448056?tCode=WTC5_RSS01 Arbitration Securities litigation Securities arbitration Taken from the Web Program Recorded September 11, 2025 in New YorkStaying Ahead of The Curve: Hot Topics and Future Trends [01:02:32]This panel will cover future trends in securities arbitration. After completing this session, participants will be able to:Analyze recent court cases impacting FINRA arbitration, including those discussing the constitutionality of FINRA’s regulatory authority, such as Alpine litigation and othersRecognize revisions to FINRA’s Discovery GuideUnderstand new developments in cryptocurrency and predict what might come nextAppreciate how generative AI might affect arbitrations in the futureCFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  Moderator: Sandra D. GrannumPanelists: Hugh D. Berkson, Richard W. Berry, Adam Gana, Elissa Germaine, Jamie UdinsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Risks to the Financial Markets from AI-Use and Misuse (June 30, 2025)Clint A. CorrieSecurities Arbitration Case Law Update 2024–2025 (July 2025)Elissa GermaineFINRA, News Release, FINRA Publishes 2025 Regulatory Oversight Report (January 28, 2025)Sandra D. Grannum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448056 448056 98 G3231 1:02:32 https://www.pli.edu/programs/securities-arbitration/448059?tCode=WTC5_RSS01 Securities arbitration Technology Practice skills (Technology) Taken from the Web Program Recorded September 11, 2025 in New YorkAdvances in Technology Impacting FINRA Arbitration [00:59:24]This panel will discuss changing technology in the FINRA forum. After completing this session participants will be able to:Understand what FINRA technology is now capable of doingDiscover how the new FINRA technology can change how you can try your casesRecognize when it may be more appropriate to conduct the full hearing remotelyAppreciate when remote testimony of distant witnesses or senior representatives is effective and appropriateRealize when there is a benefit to separating closing arguments from an in person hearing and conducting them remotely with the use of demonstrative exhibitsExplore how to incorporate artificial intelligence into your hearingsModerator: James Schroder Panelists: Clint A. Corrie, Courtney M. Werning, Dr. Veronica Ann WilliamsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Technological Advancements in FINRA Arbitration: Electronic Exhibit Presentation and Modern Arbitration PracticeCourtney M. Werning,Veronica Ann Williams,Clint A. Corrie,James SchroderFINRA DR Portal, User Guide for Arbitration and Mediation Case Participants (July 2025)Sandra D. GrannumFINRA DR Portal, User Guide for Arbitrators and Mediators (July 2025)Sandra D. GrannumFINRA, Regulatory Notice 24-09: FINRA Reminds Members of Regulatory Obligations When Using Generative Artificial Intelligence and Large Language Models (June 27, 2024)Sandra D. Grannum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448059 448059 98 G3231 0:59:24 https://www.pli.edu/programs/securities-arbitration/448071?tCode=WTC5_RSS01 Discovery Arbitration Mediation Securities arbitration Technology Taken from the Web Program Recorded September 11, 2025 in New YorkRecent and Upcoming Developments in FINRA Arbitrations and Mediations [01:06:32]This panel will review developments in FINRA arbitration and mediation. After completing this session participants will be able to:Understand statistics and trends in FINRA arbitration and mediationKnow what’s new at FINRARecognize proposed and recently approved rule filingsAppreciate upcoming improvements to the discovery processStay current on technology updates to the DR PortalFollow best practice tipsModerator: Katherine M. BayerPanelists: Cassandra Bartlett, Tracy L. Gerber, Brian Gallagher, Barry R. Lax, Darlene D. Pasieczny Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448071 448071 98 G3231 1:06:32 https://www.pli.edu/programs/securities-arbitration/448068?tCode=WTC5_RSS01 Mediation Expert witnesses Securities arbitration Taken from the Web Program Recorded September 11, 2025 in New YorkThe Best Use of Experts in the FINRA Forum [00:58:35]This panel will discuss when a case needs an expert and how best to utilize that asset when arbitrating or mediating a case. After completing this session participants will be able to:Use experts at the start of the case to assess damages and the viability of claimsEmploy experts as consultants in preparing for a mediation or arbitrationUtilize experts in preparing witnessesDecide to designate an expert as a testifying expertSkills credit for NY Attorneys Moderator: Sandra GrannumPanelists: Hugh D. Berkson, Jerry DeNigris, Scott A. Eichhorn, Thomas B. Lewis, Eric SiberThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:A Practitioner’s Guide to the Best Use of Experts in the FINRA Forum (June 2025)Thomas B. Lewis,Jerry DeNigris,Eric Siber,Sandra D. Grannum,Hugh D. Berkson,Scott Eichhorn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448068 448068 98 G3231 0:58:35 https://www.pli.edu/programs/securities-arbitration/448065?tCode=WTC5_RSS01 Ethics and professional responsibility Conflicts of interest Practice skills (Ethics and professional responsibility) Taken from the Web Program Recorded September 11, 2025 in New YorkAvoiding Ethical Mine Fields in the FINRA Forum [01:00:10]This panel will explore ethical considerations for advocates and neutrals. After completing this session, participants will be able to:Manage arbitrator disclosures and disclosure updatesAddress joint representation and conflictsIdentify late emerging conflictsDeal with lying witnessesModerator: Tracey Salmon-SmithPanelists: Esther Cho, Christine M. Lazaro, Leslie Leutwiler, Jenice L. Malecki, Edward W. Morris, Jr.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Arbitrator’s Ethical Duty to DiscloseEdward W. MorrisCAVEAT: The AI Lies—Tales of AI Hallucinations and Attorney SanctionsSandra D. GrannumFINRA Dispute Resolution, Civility in Arbitration (September 2015)Leslie LeutwilerFINRA Dispute Resolution Your Duty to Disclose (September 2016)Leslie LeutwilerHelpful Resource LinksLeslie LeutwilerPresentation MaterialAvoiding Ethical Mine Fields in the FINRA Forum PowerPointEthical Considerations When Using Social Media in Securities Arbitration Cases Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448065 448065 98 G3231 1:00:52 https://www.pli.edu/programs/securities-arbitration/448062?tCode=WTC5_RSS01 Opening statements Mediation Practice skills (Litigation) Pre-trial procedure Securities arbitration Taken from the Web Program Recorded September 11, 2025 in New YorkConducting Strategic Securities Mediations [01:02:05]This session will cover securities mediation. After completing this session participants will be able to:Decide with clients whether mediation is appropriatePrepare for the mediationDetermine what to say in the mediation statement and understand what the mediator wants to hearRecognize whether there should be opening statements or any joint sessionsDetermine whether there are solutions other than, or in addition to, money resolutions and when they would be appropriateSkills credit for NY Attorneys Moderator: Tracy L. Gerber Panelists: David S. Richan, Jorge L. Riera, Joan Stearns Johnsen, Mara WeinsteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Sun- Not the Wind: The Persuasive Power of an Indirect Approach to MediationJoan Stearns JohnsenPresentation MaterialConducting Strategic Securities Mediation PowerPointTracy L. Gerber, David S. Richan, Jorge L. Riera, Joan Stearns Johnsen, Mara Weinstein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448062 448062 98 G3231 1:02:05 https://www.pli.edu/programs/representing-children-in-immigration-matters/448006?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Juvenile immigration Public interest law and pro bono Taken from the Web Program Recorded September 11, 2025 in New YorkEthics for Immigration Practitioners Representing Children [01:00:57]This presentation will use hypotheticals to explore the application of essential ethics principles in representing the child client. After completing this session, participants will be better able to:Offer child-centered representation guided by professional duties to the child clientCounsel and communicate with child clients in keeping with the child’s changing capacitiesFoster understanding of the roles of client, attorney, adjudicator, and others involved in the child’s matter and how they impact the advocate’s ethical dutiesAnticipate and avoid conflicts of interest and other dilemmas presented in youth-centered casesTatiana Hernandez, Wendy Wylegala The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kids in Need of Defense (KIND), Practice Guidance, Working with Unaccompanied Children: Ethical and Effective Representation (April 2025)Wendy WylegalaPresentation Material4. Ethics for Immigration Practitioners Representing Children (PowerPoint Slides)Tatiana Hernandez, Wendy Wylegala Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448006 448006 98 G3143 1:00:57 https://www.pli.edu/programs/representing-children-in-immigration-matters/448008?tCode=WTC5_RSS01 Juvenile immigration Practice skills (Immigration and naturalization) Vulnerable populations Public interest law and pro bono Interviewing, soliciting, and retaining clients Taken from the Web Program Recorded September 11, 2025 in New YorkTrauma-Informed Lawyering: Best Practices for Working With Young Clients [01:03:25]This presentation will provide a foundation for implementing effective trauma-informed lawyering. After completing this session, participants will be better able to:Recognize various types of trauma responses in young clients, including the physiological and emotional impacts of complex traumaImplement intentional interviewing practicesBuild capacity to provide quality referrals for services to support traumatized youthReframe traumatic experiences to affirm and support young clientsBrenda Punsky, Cristina Romero The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Millerlandy Acevedo, LCSW, Trauma Based Resources for Support in Working with Immigrant YouthCristina RomeroPresentation Material3. Trauma-Informed Lawyering: Best Practices for Working With Young Clients (PowerPoint Slides)Brenda Punsky, LCSW, LLM, Cristina Romero Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448008 448008 98 G3143 1:03:26 https://www.pli.edu/programs/representing-children-in-immigration-matters/448010?tCode=WTC5_RSS01 Asylum status Juvenile immigration Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded September 11, 2025 in New YorkAsylum Claims for Children and Youth: Best Practices for Building Successful Claims [01:02:08]This presentation will focus on how to build successful asylum claims on behalf of young clients. After completing this session, participants will be better able to:Assess asylum eligibility for the child clientBuild evidentiary and case law support for each element of asylum eligibility, including nexus to a protected ground in children’s casesNavigate issues related to asylum office initial jurisdiction, including class members’ rights under the J.O.P. v. DHS class action settlementAna Guillcatanda, David WilkinsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Asylum Claims for Children and Youth: Best Practices for Building Successful Claims (June 27, 2025)Ana C. Guillcatanda Paguay,David WilkinsPresentation Material2. Asylum Claims for Children and Youth: Best Practices for Building Successful Claims (PowerPoint Slides)Ana C. Guillcatanda Paguay, David B. Wilkins Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448010 448010 98 G3143 1:02:08 https://www.pli.edu/programs/representing-children-in-immigration-matters/448012?tCode=WTC5_RSS01 Juvenile immigration SIJS Public interest law and pro bono Taken from the Web Program Recorded September 11, 2025 in New YorkSpecial Immigrant Juvenile Status (SIJS): Problem-Solving and Special Issues [01:06:51]This presentation will discuss current issues around Special Immigrant Juvenile Status (SIJS). After completing this session, participants will be better able to:Identify factors supporting eligibility for SIJS in a variety of circumstancesAnalyze significant case law and USCIS policy changes related to SIJS and deferred actionUnderstand SIJ visa allocation and implications for SIJ clientsNavigate removal proceedings and adjustment of status for SIJ clientsSupport the particular needs of clients in the 18-21 age rangeMeena ShahThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Door, Roadmap for SIJS Guardianship Cases (2025)Meena ShahThe Door, SIJS Guardianship Next Steps (2025)Meena ShahU.S. Department of Homeland Security, U.S. Citizenship and Immigration Services (USCIS), Policy Alert, Special Immigrant Juvenile Classification and Deferred Action (June 6, 2025)Meena ShahPresentation Material1. Special Immigrant Juvenile Status (SIJS): Problem-Solving and Special Issues (PowerPoint Slides)Meena Shah Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448012 448012 98 G3143 1:07:33 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/447034?tCode=WTC5_RSS01 Accounting and financial reporting Financial reporting (Accounting and financial reporting) Practice skills (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Securities and other financial products 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 Cheryl L. Linthicum and George M. Wilson of PLI’s SEC Institute 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 447034 447034 216 G5485 1:03:29 https://www.pli.edu/programs/racial-justice-in-education/447948?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias Family law Education Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded September 10, 2025 in San FranciscoOver- and Under-Representation of Children of Color, Children with Disabilities, and Children in the Child Welfare and Juvenile Criminal Systems in Special Education and School Discipline Systems, Part 2 [01:42:25]This session will continue the discussion of the significant over-representation of children of color and those with disabilities, in the child welfare, juvenile criminal legal, special education, and school discipline systems. After completing this session, participants will be able to:Discern how children of color, with disabilities, and systems involvement, are over-represented in school disciplineExplore alternative education settings that children of color, children in the child welfare system and children with systems involvement are disproportionately enrolled in, and understand how those alternative schools can impact children’s educational opportunitiesRecognize best practices from school district staff implementing anti-racism strategiesIdentify when implicit bias is impacting your client and how to address it in school discipline meetings including manifestation determination IEPs and expulsion hearingsUtilize trauma knowledge to defend students in MD IEPs and expulsion hearings, and build trauma informed post discipline/re-entry plansIdentify what Adultification is and how it impacts Black girlsExplore the intersectionality of race and gender for Black girls in the education, mental health, and juvenile criminal legal systemsUnderstand youth perspectives and how to engage students in crafting policy and outcomesSherrie Bradford, Cesar Casarrubias, Kaya McRuer, Alexus Ramsey, Jill RowlandThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:East Bay Community Law Center, Using School Data to Spot DiscriminationKaya McRuerEast Bay Community Law Center, School Discipline and Special EducationKaya McRuerEast Bay Community Law Center, School Discipline in California: Frequently Asked QuestionsKaya McRuerEast Bay Community Law Center, Suspension and Expulsion Process TimelineKaya McRuerDelinquency System Involved Student Education RightsKaya McRuerEast Bay Community Law Center, Defending Students in Expulsion Proceedings: A Toolkit for Non-Lawyer Advocates in California (July 2024)Kaya McRuerPomona Unified School District, Student Support Matrix: Student Success Is Our SuccessCesar CasarrubiusPomona Unified School District, Department of Pupil Resources, Educational Services, Secondary Discipline Matrix (2021)Cesar CasarrubiasDecoding Alternative Education: Student Demographics, Coursework and Budgeting in the Five Largest California County Offices of Education & Tools for Transparency (2023)Cesar Casarrubius,Kaya McRuer,Jill Rowland,Alexus Ramsey,Sherrie BradfordMonica David, Brenna Gaffney, Kaho Maeda and Jill Rowland, Dress Code Research MemoMonica David,Brenna Gaffney,Kaho Maeda,Jill RowlandFurther Reading ListAlexus Ramsey,Jill RowlandPresentation MaterialFurther Readings, Video Links, and Slide CitationsSherrie Bradford, Cesar Casarrubias, Kaya McRuer, Alexus Ramsey, Jill Rowland Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447948 447948 98 G4448 1:42:25 https://www.pli.edu/programs/racial-justice-in-education/447957?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias Family law Education Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded September 10, 2025 in San FranciscoIntroduction of Critical Race Theory and Intersectionality; Legal/Structural, Historical, and Economic Underpinnings of our Education System [01:35:20]This session will cover an introduction to the concepts of privilege, Critical Race Theory, and Intersectionality, that will be used as a framework for discussing the topics throughout the program. The panel will also cover the legal and historical background of our education system, from 1619 to the present. After completing this session, participants will be able to:Understand privilegeRecognize and utilize legal theories found in Critical Race Theory and Intersectionality to analyze inequitable situations faced by education clientsIdentify why our education system remains segregated by race, including the employment, income/wealth accumulation, and housing legal policies that created such discriminationDiscern how past and current local and federal laws and policies, and their implementation (or lack thereof) perpetuate our unequally resourced education system and the continued existence of segregated settings for certain students, such as alternative and nonpublic schoolsAnalyze how current and past legal, historical, and structural inequalities contribute to disproportionate education outcomes by race, disabilityKaya McRuer, Alexus Ramsey, Jill RowlandThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Understanding PrivilegeAlexus Ramsey,Jill RowlandAdditional Notes on HousingAlexus Ramsey,Jill RowlandPresentation MaterialFurther Readings, Video Links, and Slide CitationsKaya McRuer, Alexus Ramsey, Jill RowlandThe Intersection of Race, Systems Involvement, and Children With Disabilities: Creating a More Equitable Education System 2025 (PowerPoint Slides)Kaya McRuer, Alexus Ramsey, Jill Rowland Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447957 447957 98 G4448 1:35:20 https://www.pli.edu/programs/racial-justice-in-education/447954?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias Family law Education Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded September 10, 2025 in San FranciscoHow Implicit Bias and Trauma Impact our Education System [01:41:52]This session will cover what implicit bias is and how it shows up in our institutions, including our education system. It will also cover how trauma impacts the brain and body, including its impact on learning. There will be a special focus on racialized trauma. After completing this section, participants will be able to:Identify what implicit bias is and how it worksAnalyze the work implicit bias does within ‘neutral’ policies to create disparate impactDiscern how implicit bias works within teaching and understand recent psychology research on how to reduce implicit bias in the classroomDetermine when and how trauma is impacting a child’s learning and behaviorIdentify how racialized trauma shows up differently in White vs. Black bodiesKaya McRuer, Alexus Ramsey, Jill RowlandThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample ED/OHI Trauma Eligibility ArgumentAlexus Ramsey,Jill RowlandJill Rowland and Kelsey White, White Paper, The Intersection of Race, Foster Care Status, and Children with Disabilities: Creating More Equitable Education SystemsAlexus Ramsey,Jill RowlandPresentation MaterialFurther Readings, Video Links, and Slide CitationsKaya McRuer, Alexus Ramsey, Jill Rowland Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447954 447954 98 G4448 1:41:52 https://www.pli.edu/programs/racial-justice-in-education/447951?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias Family law Education Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded September 10, 2025 in San FranciscoOver- and Under-Representation of Children of Color, Children with Disabilities, and Children in the Child Welfare and Juvenile Criminal Systems in Special Education and School Discipline Systems, Part 1 [01:27:02]This session will use data to demonstrate significant over-representation of children of color and those with disabilities, in the child welfare, juvenile criminal legal, special education, and school discipline systems. A historical perspective will allow attendees to draw parallels between past and current trends. After completing this session, participants will be able to:Demonstrate knowledge of the data supporting and causes of (including implicit bias) over-representation of children of color in our child welfare systemIdentify how children of color and those who are systems involved are both over- and under-represented in our special education system including client storiesUnderstand how test bias (including implicit bias of assessors), eligibility determinations, and classroom placement recreate segregation and disparate outcomesUnderstand recent and proposed federal updates, including impacts on federal/state special education funding, the status of changes to the Department of Education, and the availability and enforcement of Office of Civil Rights ComplaintsIdentify when implicit bias is occurring against your client and how to address it within an IEP meetingRecognize when your client is impacted by trauma and how to build a trauma informed IEP, including a trauma informed behavior support planKaya McRuer, Alexus Ramsey, Jill RowlandThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Path to Racial Equity in Child Welfare: Valuing Family and Community, 2021 Policy Summit ReportAlexus Ramsey,Jill RowlandAlliance for Children‘s Rights, Steps on the Path to Racial Justice and Equity in Child Welfare: Activities and Advocacy Update, 2023 Report UpdateAlexus Ramsey,Jill RowlandEast Bay Community Law Center, Who‘s Who at an IEP Meeting? Identifying Key Players at an IEP MeetingKaya McRuerEast Bay Community Law Center, Academic Services & Pre-Disciplinary Rights for Students with DisabilitiesKaya McRuerNeighborhood Legal Services of Los Angeles County, NLSLA Education Rights Practice, Education Advocacy Manual (February 2025)Kaya McRuer,Jill Rowland,Alexus RamseyAlliance for Children‘s Rights, Education ManualAlexus Ramsey,Jill RowlandAlliance for Children‘s Rights, Special Education Eligibility ChecklistAlexus Ramsey,Jill RowlandThe Importance of Appropriate Special Education AssessmentsAlexus Ramsey,Jill RowlandPresentation MaterialFurther Readings, Video Links, and Slide CitationsKaya McRuer, Alexus Ramsey, Jill Rowland Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447951 447951 98 G4448 1:27:02 https://www.pli.edu/programs/hot-topics-for-in-house-counsel/447920?tCode=WTC5_RSS01 Corporate governance Activist shareholders Corporate social responsibility Regulation, compliance, and enforcement (Securities and other financial products) ESG (Securities and other financial products) Taken from the Web Program Recorded September 9, 2025 in New YorkThe New Age of Corporate Governance [01:01:58]Panelists will discuss developments in corporate governance. After completing this program, participants will be able to:Follow ESG developmentsAssess Say on Pay developments, e.g., GE, AT&TTrack long term changes in governance as affected by the crisisAppraise new activist strategiesPredict key governance challenges going forwardPanel Leader: David A. KatzSpeakers: Lauren Boehmke, Julia Lapitskaya, Leo E. Strine, Jr.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sullivan & Cromwell LLP, S&C Memo, Summary of Recent Changes to Delaware, Nevada, and Texas Corporate Law (June 16, 2025)Lauren S. BoehmkePresentation MaterialThe New Age of Corporate GovernanceDavid A. Katz, Leo E. Strine, Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447920 447920 98 G3036 1:01:58 https://www.pli.edu/programs/hot-topics-for-in-house-counsel/447932?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) White collar crime Criminal litigation Securities litigation Taken from the Web Program Recorded September 9, 2025 in New YorkHot Topics in Internal Investigations and White Collar [01:00:11]Panelists will discuss developments in internal investigations and white collar. After completing this program, participants will be able to:Provide DOJ and SEC enforcement updates and follow trendsPredict DOJ-wide incentives and expectations relating to voluntary disclosure of criminal activityAssess the DOJ M&A diligence expectations overlayAnalyze the DOJ pilot project and SEC guidance on executive compensation incentives and clawbacksUnderstand investigations, remediation, and compliance issuesCFE Field of Study: Fraud IAPP Privacy credit for Privacy ProfessionalsPanel Leader: Alice S. FisherSpeakers: Natalie Furney, Amanda Houle, Victor J. Miller, David A. O’Neil, Sam WaldonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Latham & Watkins LLP, Client Alert, Key Insights on President Trump’s Executive Order Limiting Criminal Enforcement of Regulatory Offenses (June 9, 2025)Alice S. FisherLatham & Watkins LLP, Beyond the First 100 Days, SEC Revokes Enforcement Division’s Authority to Issue Formal Orders of Investigation (March 13, 2025)Alice S. FisherLatham & Watkins LLP, Client Alert, No. 3347, U.S. Supreme Court Justices Continue to Question Constitutionality of FCA Qui Tam Provision (February 27, 2025)Alice S. Fisher Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447932 447932 98 G3036 1:00:53 https://www.pli.edu/programs/hot-topics-for-in-house-counsel/447929?tCode=WTC5_RSS01 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) Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded September 9, 2025 in New YorkAI and Cyber and Data, Oh My! Is There a Yellow Brick Road for Navigating an Onslaught of New Global Regulation? [01:01:54]Panelists will discuss developments in generative AI, cybersecurity, data privacy and data localization issues relating to the delivery of legal services. After completing this program, participants will be able to:Understand the potential impacts of pending AI regulationDiscuss approaches for maintaining compliance with cyber regulationsConsider whether and how existing privacy compliance programs can be expanded to include new and growing regulatory dimensionsCybersecurity, Privacy and Data Protection - General credit in NY IAPP Privacy credit for Privacy ProfessionalsCFE Field of Study: Fraud   Panel Leader: Una A. DeanSpeakers: Joanna Baltes, Erez Liebermann, Seth RosenbloomThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Debevoise & Plimpton LLP, Five Reasons to Use Generative AI (and Five Reasons Not To) (May 2025)Una A. DeanLuke Dembosky, et al., Debevoise & Plimpton LLP, Data Blog, Maturing Compliance with the Bulk Sensitive Data Rule (Data Security Program) Before the July 8, 2025 Safe Harbor Expires (May 28, 2025)Una A. DeanCharu A. Chandrasekhar, et al., Debevoise & Plimpton LLP, Data Blog, Lessons for AI Risk Management from Ten Years of Cybersecurity Implementation (May 14, 2025)Una A. DeanAndrew J. Ceresney, et al., Debevoise & Plimpton LLP, Data Blog, The SEC and DOJ Signal Continued Focus on AI Washing Under Trump Administration (April 17, 2025)Una A. DeanAvi Gesser, et al., Debevoise & Plimpton LLP, Data Blog, GDPR Considerations When Developing and Deploying AI Models: The EDPB’s Opinion on Compliance (April 14, 2025)Una A. DeanAndrew J. Ceresney, et al., Debevoise & Plimpton LLP, Data Blog, SEC’s Focus on Cyber and AI to Continue Under Trump Administration (February 21, 2025)Una A. DeanDebevoise & Plimpton LLP, Debevoise in Depth, Lessons Learned: One Year of Form 8-K Material Cybersecurity Incident Reporting (February 11, 2025)Una A. DeanDebevoise & Plimpton LLP, Debevoise in Depth, FINRA’s 2025 Regulatory Oversight Report: Focus on Artificial Intelligence (February 5, 2025)Una A. Dean Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447929 447929 98 G3036 1:01:54 https://www.pli.edu/programs/hot-topics-for-in-house-counsel/447926?tCode=WTC5_RSS01 Financial services litigation Corporate litigation Commercial litigation Product liability litigation Securities litigation Taken from the Web Program Recorded September 9, 2025 in New YorkSupreme Court Review: OT 2025 [01:02:07]Panelists will review the key business cases decided in the last Supreme Court term and important cases in the present term. After completing this program, participants will be able to:Analyze the key business cases decided in the 2024-25 termRecognize which cases will have the biggest impact on Corporate AmericaIdentify important cases in the present termAssemble practical takeaways for in-house counselPanel Leader: Jaime A. SantosSpeakers: Lindsay Harrison, Erin Murphy, Ben Snyder, Zack TrippThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Michael K. Isenman, et al., Goodwin, Alert, Supreme Court to Resolve Circuit Split Over Existence of Implied Private Right of Action Under Section 47(b) of the Investment Company Act of 1940 (July 14, 2025)Jaime A. SantosSupreme Court Statpack, October Term 2024–2025 (June 29, 2025)Jaime A. SantosMark A. Perry, et al., Weil’s SCOTUS Term in Review, Supreme Court Ends “Universal” Injunctions (June 27, 2025)Jaime A. SantosMark A. Perry, et al., Weil’s SCOTUS Term in Review, Supreme Court Upholds FCC Universal Service Fund Against Nondelegation Challenge (June 27, 2025)Jaime A. SantosZack Tripp, et al., Weil’s SCOTUS Term in Review, Supreme Court Resolves Two Circuit Splits Concerning Federal Courts’ Jurisdiction to Review Certain Board of Immigration Decisions (June 26, 2025)Jaime A. SantosJosh Wesneski and Marina Masterson, Weil’s SCOTUS Term in Review, Supreme Court Holds That the Hobbs Act Does Not Bar District Courts from Considering Challenges to Agency Statutory Interpretations in Enforcement Proceedings (June 20, 2025)Jaime A. SantosJosh Wesneski and Laurel Zigerelli, Weil’s SCOTUS Term in Review, Supreme Court Clarifies Personal Jurisdiction Requirements in Suits Under the Foreign Sovereign Immunities Act (June 6, 2025)Jaime A. SantosRobert Niles-Weed, et al., Weil’s SCOTUS Term in Review, Supreme Court Holds That Members of Majority Groups Do Not Face a Heightened Standard for Proving Employment Discrimination (June 6, 2025)Jaime A. SantosZack Tripp and Marina Masterson, Weil’s SCOTUS Term in Review, Supreme Court Rejects Mexico’s Effort to Hold American Gun Manufacturers Liable for Cartel Violence in Mexico (June 6, 2025)Jaime A. SantosChantale Fiebig, et al., Weil’s SCOTUS Term in Review, Supreme Court Unanimously Rejects Fifth Circuit’s “Moment of the Threat” Doctrine, Resolving Circuit Split (May 16, 2025)Jaime A. SantosSierra Perez-Sparks, Jonathan Everett Rankin and Daniel Farraye, Goodwin, Goodwin Prevails on Behalf of Immigration Petitioner at U.S. Supreme Court in Monsalvo Velázquez v. Bondi (April 25, 2025)Jaime A. SantosJames O. Fleckner, et al., Goodwin, Alert, Supreme Court Decides Pleading Standard to Allege ERISA Prohibited-Transaction Claims, Favoring Plaintiffs (April 18, 2025)Jaime A. SantosAnand Viswanathan, et al., Jenner & Block LLP, Client Alert: Independent Agencies Under a Microscope—What Are the Implications for FERC? (February 25, 2025)Jaime A. SantosHoward Dicker, et al., Weil Alert, Further Update: Supreme Court Stays Corporate Transparency Act Injunction but Separate Injunction Remains Effective (January 27, 2025)Jaime A. Santos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447926 447926 98 G3036 1:02:07 https://www.pli.edu/programs/hot-topics-for-in-house-counsel/447923?tCode=WTC5_RSS01 Shareholders (Corporate governance) Corporate litigation Commercial litigation Securities litigation Shareholder litigation Taken from the Web Program Recorded September 9, 2025 in New YorkRecent Litigation Developments Affecting In-House Counsel [00:57:15]Panelists will discuss recent litigation developments affecting in-house counsel. After completing this program, participants will be able to:Assess the future of ESG litigation, enforcement, and activismExtrapolate trends in class actionsFollow shareholder activism litigationAppraise product liability developmentsPanel Leader: Brad S. KarpSpeakers: Anastasia Danias Schmidt, Mei Lin Kwan-Gett, Tonja De SlooverThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Martin Flumenbaum and Brad S. Karp, United States v. Sterkaj: Sentencing and the Lack of Cooperation, New York Law Journal (June 24, 2025)Brad S. KarpH. Christopher Boehning and Daniel J. Toal, Court Reminds That Proportionality Is Central to Modern Discovery, New York Law Journal (June 2, 2025)Brad S. KarpAndrew Ehrlich, Audra Soloway and Daniel Sinnreich, Using Federal Forum Provisions to Nix State Securities Cases (May 23, 2025)Brad S. KarpMartin Flumenbaum and Brad S. Karp, Second Circuit Affirms Hearsay Exception for Later-in-Time Generated Business Records, New York Law Journal (April 25, 2025)Brad S. KarpH. Christopher Boehning and Daniel J. Toal, Second Circuit Sets State of Mind and Burden of Proof Requirements for Sanctions Under FRCP 37(e)(2), New York Law Journal (April 9, 2025)Brad S. KarpMartin Flumenbaum and Brad S. Karp, The Second Circuit in the Supreme Court, New York Law Journal (September 26, 2024)Brad S. Karp Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447923 447923 98 G3036 0:57:57 https://www.pli.edu/programs/hot-topics-for-in-house-counsel/447935?tCode=WTC5_RSS01 Antitrust Regulation, compliance, and enforcement (Antitrust) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded September 9, 2025 in New YorkGlobal Antitrust Issues for In-House Counsel [01:02:41]Panelists will discuss developments in the international and domestic antitrust landscape affecting in-house counsel. After completing this program, participants will be able to:Follow trends and developments in global antitrust law, including in the EU and UKTrack changes and evolution of US antitrust landscape (new approaches to mergers, conduct cases, remedies, and potential legislative changes)Understand coordination among agencies in this new antitrust eraImplement practical tips and strategies for in-house counselPanel Leader: Sharis A. PozenSpeakers: Jamillia P. Ferris, Stacy Frazier, Margaret T. SegallThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Clifford Chance, U.S. Federal Trade Commission Announces Annual Adjustments to Merger Filing Thresholds and Interlocking Directorate Thresholds (January 2025)Sharis A. PozenClifford Chance, The Gig Is Up: Understanding the Implications of the DOJ and the FTC’s Guidance on the Labor Market (January 2025)Sharis A. PozenClifford Chance, Federal Trade Commission Announces Record US$5.68 Million Fine for Gun-Jumping Violations in Acquisition of Oil Company (January 2025)Sharis A. PozenClifford Chance, U.S. Department of Justice’s Antitrust Division Announces Whistleblower Rewards Program, Raising the Potential of Increased Cartel Enforcement (July 2025)Sharis A. PozenClifford Chance, Drug Pricing Check-Up: A Debrief of the FTC and DOJ’s First Joint Listening Session on Lowering Americans’ Drug Prices Through Competition (July 2025)Sharis A. PozenWilson Sonsini, Is a Hart-Scott-Rodino (HSR) Filing Required?Jamillia P. Ferris Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447935 447935 98 G3036 1:02:41 https://www.pli.edu/programs/open-source-software/447911?tCode=WTC5_RSS01 Mobile applications Regulation, compliance, and enforcement (Intellectual property) Technology Regulation, compliance, and enforcement (Technology) Open source software Taken from the Web Program Recorded September 9, 2025 in San FranciscoOpen Source Issues in the Real World [01:00:32]This program concludes by examining open source issues, risks and challenges in the real world. After completing this session, participants will be able to:Understand the legal issues—what is still unclear? What sectors have the highest risk? What violations are most risky?Examine problems in packages and dependencies.Review build instructions and corresponding source.Understand copyright notices.Examine challenges for mobile apps, SaaS.Heather MeekerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:GNU Operating System, GNU Affero General Public License 3.0 (November 19, 2007), available at: https://www.gnu.org/licenses/agpl-3.0.txtHeather MeekerOSS License Compliance Expert Heather Meeker on the AGPL, FOSSA, Inc. (January 25, 2022), available at: https://fossa.com/blog/oss-license-compliance-expert-heather-meeker-agpl/Heather MeekerThe GPL 2 Border Dispute, Open Source for Business: A Practical Guide to Open Source Software Licensing, Fourth Edition Kindle Direct, pp. 113–144 (2025)Heather MeekerPresentation MaterialManaging Open Source Licensing – Licensing Risk in the Real WorldHeather J. Meeker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447911 447911 98 G3232 1:00:32 https://www.pli.edu/programs/open-source-software/447905?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded September 9, 2025 in San FranciscoOpen Source and Artificial Intelligence (“AI”) – Practical Licensing Issues [01:01:02]This session will review the licensing landscape and its intersection with AI. After completing this session, participants will be able to:Examine the AI licensing landscapeUnderstand data licenses and the intersection with AI.Analyze the EU AI Act.Review sample policies for AI use.Fine tune AI models and licensingKate DowningThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Open Source Initiative, Open Source AI Definition Version 1.0 (July 15, 2025), available at: https://opensource.org/ai/open-source-ai-definitionHeather MeekerFuture of Life Institute, High-Level Summary of the AI Act (February 27, 2024), available at: https://artificialintelligenceact.eu/high-level-summary/Heather MeekerPresentation MaterialOpen Source and Artificial Intelligence - Practical Licensing IssuesKate Downing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447905 447905 98 G3232 1:01:44 https://www.pli.edu/programs/open-source-software/447902?tCode=WTC5_RSS01 Trademarks Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded September 9, 2025 in San FranciscoBranding and Export [00:59:40]This session examines branding and project management in open source projects. After completing this session, participants will be able to:Understand open source projects names, branding and trademark rights.Examine trademark policies for open source projectsSpot export and trade regulation issues in open source licensing and development.Brandon Graves, Daniel NazerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Trademarks, Open Source for Business: A Practical Guide to Open Source Software Licensing, Fourth Edition Kindle Direct, pp. 208–212 (2025)Heather MeekerWho Owns the Project Name?, International Free and Open Source Software Law Review, Vol. 5, Issue 2, pp. 105–120Pamela S. Chestek,Heather MeekerSteve Winslow, Mike Dolan and Jason Perlow, The Linux Foundation, Understanding U.S. Export Controls with Open Source Projects (July 2021), available at: https://www.linuxfoundation.org/resources/publications/understanding-us-export-controls-with-open-source-projectsHeather MeekerPresentation Material15 CFR 734.7, Scope of Export Administration RegulationsBrandon Graves15 CFR 742.15, Control Policy--CCL Based ControlsBrandon Graves15 CFR 772, Definition of TermsBrandon GravesBernstein v. USDOJBrandon GravesFlow Chart 1: Items Designed to Use CryptographyBrandon GravesFlow Chart 2: Classified in Category 5, Part 2 of the EarBrandon GravesIssue Spotting Export ConcernsBrandon GravesIssue Spotting Export Control Issues with Open SourceBrandon GravesJunger v. DaleyBrandon GravesOpen Source & TrademarksDaniel NazerQuick Reference Guide, Category 5, Part 2 - Information Security: ECCN 5XBrandon GravesResponse to Request for Advisory Opinion (05-02-2007)Brandon GravesResponse to Request for Advisory Opinion (09-11-2009)Brandon GravesThe Open Source DefinitionBrandon Graves Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447902 447902 98 G3232 1:00:22 https://www.pli.edu/programs/open-source-software/447914?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Technology Regulation, compliance, and enforcement (Technology) Open source software Enforcement (Software licenses) Taken from the Web Program Recorded September 9, 2025 in San FranciscoCompliance and Enforcement [01:01:32]This session will be an update on new issues in enforcement. After completing this session, participants will be able to:Understand the GitHub class action and similar AI-related enforcementReview best practices for handling compliance actionsExamine new enforcement theories.Marc Jones, Van E. LindbergThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Complaint, Software Freedom Conservancy, Inc. v. Vizio, Inc., et al., No. 30-2021-01226723-CU-BC-CJC (Cal. Super. Ct., Orange Cty. 2021)Kate Downing,Heather MeekerNotice of Motion and Motion for Summary Adjudication, Software Freedom Conservancy, Inc. v. Vizio, Inc., et al., No. 30-2021-01226723-CU-BC-CJC (Cal. Super. Ct., Orange Cty. 2023)Kate Downing,Heather MeekerMemorandum in Opposition to Motion for Summary Adjudication, Software Freedom Conservancy, Inc. v. Vizio, Inc., et al., No. 30-2021-01226723-CU-BC-CJC (Cal. Super. Ct., Orange Cty. 2024)Kate Downing,Heather MeekerPresentation MaterialOpen Source Compliance and EnforcementMarc Jones, Van Lindberg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447914 447914 98 G3232 1:01:32 https://www.pli.edu/programs/open-source-software/447908?tCode=WTC5_RSS01 Professional conduct Regulation, compliance, and enforcement (Intellectual property) Technology Regulation, compliance, and enforcement (Technology) Software Taken from the Web Program Recorded September 9, 2025 in San FranciscoManaging an In-House Open Source Compliance Program [01:02:05]This session will provide an overview of open source compliance programs and how to manage them. After completing this session, participants will be able to: Understand scanning tools and SBOM tracking, line and package level scanning, and integration with security reviewCreate use cases for policies and integrate them in scanning toolsReview business practices (stakeholders and their roles)Manage exceptions to policiesCreate an open source committee or OSPOKate Downing, Max Fei, Sue XiaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Blue Oak Council, Inc., Blue Oak Council Board, Starter Open Software Policy (July 15, 2025), available at: https://blueoakcouncil.org/starter-policyHeather MeekerInternational Organization for Standardization, Information Technology—OpenChain Specification, ISO/IEC 5230:2020 (December 2020)Heather MeekerConsiderations When Open Sourcing a Project, Kate Downing Law Blog (May 12, 2021), available at: https://katedowninglaw.com/2021/05/12/considerations-when-open-sourcing-a-project/Kate DowningPresentation MaterialManaging an In-House Open Source Compliance ProgramMaximilian Fei, Sue Xia Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447908 447908 98 G3232 1:02:47 https://www.pli.edu/programs/open-source-software/447917?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing Technology Regulation, compliance, and enforcement (Technology) Open source software Taken from the Web Program Recorded September 9, 2025 in San FranciscoThe Basics of Open Source – Licenses, Compliance Rules, and Compliance Tools [01:31:09]This session will explore the unique legal issues facing the open source and free software community. After completing this session, participants will be able to:Understand the basics—what is an open source license? What are the major license and compliance rules? What are remedies for non-compliance? Assess risk for non-compliance based on licensor (community, corporate, academic, etc.)Review typical open source policies for different kinds of businessesAnalyze license notice practices for different kinds of products Gideon Myles, Patrick Nack-LehmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Blue Oak Council, Inc., Blue Oak Council Board, Open Software Licensing Primer (July 15, 2025), available at: https://blueoakcouncil.org/primerHeather MeekerBlue Oak Council, Inc., Blue Oak Council Board, The Blue Oak Guide to Copyleft (July 15, 2025), available at: https://blueoakcouncil.org/copyleftHeather MeekerPresentation MaterialThe Basics of Open Source 2025Gideon Myles, Patrick Nack-Lehman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447917 447917 98 G3232 1:31:09 https://www.pli.edu/programs/what-it-takes-to-be-effective-lead-counsel-in-litigation/451048?tCode=WTC5_RSS01 Litigation Practice skills (Litigation) Taken from the Web Program Recorded September 9, 2025 in New YorkWhat it Takes to Be Effective Lead Counsel in Litigation [01:11:25]After completing this program, viewers will be able to address the following points and better prepare for their role as lead counsel in litigation:What is lead counsel in litigation?Can anyone do this well?o  Does every litigator want to be lead counsel?What does it take to be effective lead counsel?Litigation skillsDecisivenessManagement skillsAbility to delegateClient management skillsCreativityBudgeting skills Good courtroom mannersSecure personalityDo’s and Don’ts as Lead CounselCompartmentalizationMicromanagingBeing the bottleneck in decision makingThe opposite of micromanaging (not involved enough)Effective game planInvolving everyoneKeep everyone educatedEffective but loose chain of commandEffective second in commandNo favoritismCreate the right mood in the clubhouseClient Relations and Lawyer Professional DevelopmentDevelopment of newer attorneysBuilding relationships with clients at all levelsChristopher K. Hu, Eric LobenfeldPresentation MaterialWhat it Takes to Be Effective Lead Counsel in Litigation Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 451048 451048 98 G5570 1:11:25 https://www.pli.edu/programs/drafting-security-agreements-under-ucc-article-9/447897?tCode=WTC5_RSS01 Secured transactions Security agreements (Secured transactions) Taken from the Web Program Recorded September 8, 2025 in New YorkThe Basics of Drafting the Security Agreement [01:06:30]This panel will introduce the basic elements of the security agreement, and then will address drafting definitions, descriptions, and provisions. After completing this session, participants will be able to:Identify and better understand the elements of a security agreement, including scope, controllable electronic records, controllable accounts and payment intangibles, attachment, perfection, priority, and categorizing collateralDraft the security agreement with improved understanding of grant clauses, obligations secured, and typical representations, warranties, and covenantsDescribe the collateral accuratelyDefine default, cross-reference to credit agreements and remediesAssess choice of law and governing state provisionsSteven O. Weise, Edwin E. SmithThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:UCC Article 9: Basic Building BlocksSteven O. WeisePresentation MaterialSegment PowerPoint: The Basics of Drafting the Security AgreementEdwin Smith, Steven O. Weise Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447897 447897 98 G4670 1:06:30 https://www.pli.edu/programs/drafting-security-agreements-under-ucc-article-9/447895?tCode=WTC5_RSS01 Financing Perfection (Secured transactions) Security agreements (Secured transactions) Taken from the Web Program Recorded September 8, 2025 in New YorkPerfection by Filing Under UCC Article 9 [01:04:40]This panel will provide an introduction to perfection by filing. After completing this session, participants will be able to:Prepare the financing statementFile the correct boxesIdentify the name of the debtor and know what to look for in organization documentsKnow how to indicate collateralAssess where to file and examine issues related to choice of law, location of debtor, jurisdiction of organization, foreign debtors, and moreConduct post-filing searchesProcess post-filing charges such as changes related to names, jurisdictions, and releases and terminationsKenneth Chin, Janet M. NadileThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:A Summary of the Provisions of Article 9 of the Uniform Commercial Code (June 2023)Edwin E. SmithSample Form of UCC Article 9 Security Agreement and Perfection Certificate (All Personal Property Assets) (January 2023)Edwin E. SmithPresentation MaterialSegment PowerPoint: Perfection by Filing Under UCC Article 9Kenneth Chin, Janet M. NadileSegment PowerPoint: Perfection by Filing Under UCC Article 9Kenneth Chin, Janet M. Nadile Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447895 447895 98 G4670 1:04:41 https://www.pli.edu/programs/drafting-security-agreements-under-ucc-article-9/447893?tCode=WTC5_RSS01 Financing Perfection (Secured transactions) Priority (Secured transactions) Security agreements (Secured transactions) Taken from the Web Program Recorded September 8, 2025 in New YorkPerfection by Control Under UCC Article and Priority [01:03:01]This presentation will address perfection by control. It will also provide an introduction to priority and the issues related to priority when drafting the security agreement. After completing this session, participants will be able to:Draft security agreements with an improved understanding of perfection by control issues, such as:Identifying the correct choice of lawPerfection by possessionExamine other methods of control, such as 9-104 methods and 8-106 methodsGain insight into control agreements and issues related to different variations, typical provisions, and the subordination of liensBetter understand priority and learn about issues related to first to file, and other liens taking priority over previously filed financing statements such as:Control for certain types of collateralPurchase money security interestsTax liens and judgement liens in certain instancesNon-UCC laws – mechanic liens, PACA, PSAPenelope Christophorou, Janet M. NadileThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Common Assets/Uncommon Collateral and Special Collateral Types (January 7, 2019)Kenneth ChinPresentation MaterialSegment PowerPoint: Perfection by Control Under UCC Article and PriorityPenelope Christophorou, Janet M. NadileSegment PowerPoint: Perfection by Control Under UCC Article and PriorityPenelope Christophorou, Janet M. Nadile Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447893 447893 98 G4670 1:03:02 https://www.pli.edu/programs/californias-ai-governance-after-sb-1047-navigating-sb-53-and-the-evolving-regulatory-landscape/449739?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded September 8, 2025 in San FranciscoCalifornia’s AI Governance After SB 1047: Navigating SB 53 and the Evolving Regulatory Landscape [01:01:38]After completing this session, participants will be able to:Trace the legislative progression from SB 1047 to SB 53, and evaluate how SB 53 addresses select aspects of AI safety through mechanisms such as transparency reporting and capability-based triggers, while omitting others.Understand current California law regarding AI and its impact on corporate compliance and contracts.Identify vulnerabilities and gaps in the bills.Identify potential interoperability and friction across jurisdictions, including federal actions under the Trump Administration, the EU AI Act, and Colorado’s AI Act.Learn strategies to engage in the policy-making process to help ensure that future AI regulation reflects practical considerations for implementation, including areas not addressed by current legislative proposals.Andrew Byrnes, Soody Tronson, Emily YuPresentation MaterialHandout: California AI Bills Comparison: SB 1047 vs SB 53 (As Passed by the Legislature)Andrew Byrnes, Soody Tronson, Emily Yu Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449739 449739 98 G5550 1:01:38 https://www.pli.edu/programs/hot-topics-in-mergers--acquisitions/447868?tCode=WTC5_RSS01 Corporate law Mergers and acquisitions Public companies Regulation, compliance, and enforcement (Corporate law) Ethics and professional responsibility Taken from the Web Program Recorded September 8, 2025 in New YorkSome Ethical Issues Arising in Mergers and Acquisitions [01:03:01]Participants will leave this program with a greater understanding of:how to identify what a conflict is, and when and how to use waivers effectivelythe obligations of confidentiality and other ethical responsibilitiesthe issues of candor in negotiations, and whether there can be ethical liesJanis M. MeyerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Golden Parachute Payments, 26 CFR Part 1, 68 Fed. Reg. 45745, No. 149 (August 4, 2003)Stephanie B. VasconcellosPresentation MaterialSome Ethical Issues Arising in Mergers and AcquisitionsJanis M. Meyer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447868 447868 98 G3024 1:03:43 https://www.pli.edu/programs/hot-topics-in-mergers--acquisitions/447880?tCode=WTC5_RSS01 Corporate law Corporate governance Mergers and acquisitions Public companies Regulation, compliance, and enforcement (Corporate law) Taken from the Web Program Recorded September 8, 2025 in New YorkRegulatory Issues for the M&A Lawyer [01:03:13]Participants will leave this program with a greater understanding of:the U.S. regulatory environment and its focus on merger controlthe current administration’s priorities under CFIUS and other foreign policy mattersapproaches to regulatory covenants and related provisions to allocate risk between the parties to transaction agreementsKyle A. Harris, Catherine Hein, Christina C. MaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Latham & Watkins LLP, Committee on Foreign Investment in the United States, Key Questions Answered (2025)Catherine HeinNew Administration Open to Antitrust Merger Remedies (June 6, 2025)Itai Y. Thaler,Christina C. MaWashington State Adopts General Premerger Notification Law (April 10, 2025)Emily E. Samra,Christina C. MaAntitrust Merger Review in the Year Ahead (February 6, 2025)Emily E. Samra,Ilene Knable Gotts,Nelson O. Fitts,Damian G. Didden,Christina C. Ma,Franco CastelliPresentation MaterialPowerpoint - Regulatory Issues for the M&A LawyerKyle A. Harris, Catherine Hein, Christina C. Ma Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447880 447880 98 G3024 1:03:13 https://www.pli.edu/programs/hot-topics-in-mergers--acquisitions/447871?tCode=WTC5_RSS01 Corporate law Mergers and acquisitions Public companies Regulation, compliance, and enforcement (Corporate law) Executive compensation Taken from the Web Program Recorded September 8, 2025 in New YorkPanel Employment & Executive Compensation Issues in M&A [01:00:23]Participants will leave this program with a greater understanding of:the tactical use of retention agreements and restrictive covenantshow to ensure compliance with disclosure requirements and required approvals (e.g., 280G)best practices for the treatment of equity awards in transactionsJosephine Gartrell, Gillian Emmett Moldowan, Stephanie B. VasconcellosHRCI and SHRM Credit for Human Resources ProfessionalsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Josephine Gartrell, Gillian Emmett Moldowan and Stephanie Vasconcellos, Key Employment & Executive Compensation Issues in M&A (PowerPoint slides)Josephine GartrellSimpson Thacher, Memorandum, Texas Federal Court Blocks the FTC Non-Compete Ban (August 21, 2024)Gillian Emmett MoldowanSimpson Thacher, Memorandum, FTC Finalizes Rule Barring Non-Compete Clauses Between Employers and Workers, Court to Issue Merits Decision Before Rule’s Effective Date (April 29, 2024)Gillian Emmett MoldowanPresentation MaterialPanel Employment & Executive Compensation Issues in M&AJosephine Gartrell, Gillian Emmett Moldowan, Stephanie B. Vasconcellos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447871 447871 98 G3024 1:01:05 https://www.pli.edu/programs/hot-topics-in-mergers--acquisitions/447877?tCode=WTC5_RSS01 Antitrust Corporate law Mergers and acquisitions Public companies Regulation, compliance, and enforcement (Corporate law) Taken from the Web Program Recorded September 8, 2025 in New YorkInside the Boardroom: Advising Directors Reviewing Strategic Alternatives [01:02:24]Participants will leave this program with a greater understanding of:fiduciary duties and DE law framework (including recent DE law updates)how M&A advisors can assist the board in achieving best outcomesdefense tactics against hostile M&A and how to best-position boards through a review of strategic alternativesDamien Fisher, Kyle A. Pinder, Ann Beth StebbinsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mergers & Acquisitions: A Delaware Checklist (December 31, 2024)Melissa A. DiVincenzo,James D. Honaker,Eric S. Klinger-Wilensky,Daniel D. Matthews,Kyle A. Pinder,Patricia O. Vella,Jeffrey R. WoltersPresentation MaterialInside the Boardroom: Advising Directors Reviewing Strategic AlternativesDamien Fisher, Kyle A. Pinder, Ann Beth Stebbins Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447877 447877 98 G3024 1:02:24 https://www.pli.edu/programs/hot-topics-in-mergers--acquisitions/447874?tCode=WTC5_RSS01 Corporate finance Corporate law Mergers and acquisitions Public companies Regulation, compliance, and enforcement (Corporate law) Taken from the Web Program Recorded September 8, 2025 in New YorkPrivate Equity M&A: In-House Perspectives [01:00:16]Participants will leave this program with a greater understanding of:trends and recent drivers and trends in private equity M&ALP focus areas, including return of capital, alternative capital solutions and structureskey transaction issues and real-world advice on how to address themDavid Becker, Xanthe RangerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Liquidity Solutions and Continuation Funds Overview (July 2025)Maggie D. FloresContinuation Funds (July 2025) (PowerPoint slides)Maggie D. FloresPresentation MaterialPrivate Equity M&A: In-House PerspectivesDavid Becker, Xanthe Ranger Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447874 447874 98 G3024 1:00:16 https://www.pli.edu/programs/hot-topics-in-mergers--acquisitions/447883?tCode=WTC5_RSS01 Corporate law Mergers and acquisitions Public companies Regulation, compliance, and enforcement (Corporate law) Taken from the Web Program Recorded September 8, 2025 in New YorkCurrent Landscape of the M&A Market [01:01:20]Participants will leave this program with a greater understanding of:the participants, deal types and financing engine driving the current M&A marketwhat dealmakers are focused on and what you (and your clients) need (you) to focus onDavid B. Feirstein, Maggie D. Flores, Rodney M. Miller, Dusty PhilipThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Overview of the Current M&A Landscape (July 2025)David B. Feirstein,Maggie D. Flores,Rodney M. Miller,Dusty PhilipPresentation MaterialCurrent Landscape of the M&A MarketDavid B. Feirstein, Maggie D. Flores, Rodney M. Miller, Dusty Philip Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447883 447883 98 G3024 1:01:20 https://www.pli.edu/programs/nuts-and-bolts-of-medicare-and-medicaid/447804?tCode=WTC5_RSS01 Health care Medicare Medicaid Taken from the Web Program Recorded September 5, 2025 in New YorkMedicare and Medicaid: Practical Scenarios [01:01:26]This session will explore practical Medicaid and Medicare scenarios. After completing this session, participants will have a greater understanding of:         How Medicare and Medicaid are used in practical, real-world use casesDual-eligibility scenarios and other common types of coverageIssues related to reform, access, and value-based careApplicability of Medicare and Medicaid in long-term care scenariosEdo Banach, Caroline L. Farrell, Beth Shyken-Rothbart The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Edo Banach and Carol Raphael, Manatt Health, Medicare’s Reboot in Middle AgePresentation MaterialMedicare and Medicaid in the Real WorldEdo Banach, Caroline L. Farrell, Beth Shyken-Rothbart Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447804 447804 98 G3250 1:01:26 https://www.pli.edu/programs/nuts-and-bolts-of-medicare-and-medicaid/447810?tCode=WTC5_RSS01 Health care Medicare Taken from the Web Program Recorded September 5, 2025 in New YorkMedicare: The Basics [01:01:38]This session will review the basics of Medicare. After completing this session, participants will have a greater understanding of:A brief history of the federal Medicare programMedicare is not Medicaid: What is the difference?Who qualifies for Medicare and what does it cover?The ABC’s of Medicare A, B, C and DMedicare Managed Care, Fee-For-Service, and Alternative Payment ModelsMedicare claims, payments, and reimbursement in a nutshellMedicare program integrity and fraud and abuse prevention effortsBeth Shyken-Rothbart The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sarah Murdoch, Julie Carter and Lindsey Copeland, Medicare Rights Center, Medicare Trends and Recommendations, An Analysis of 2023 Call Data from the Medicare Rights Center’s National Helpline (January 2025)Medicare Rights Center, Protect and Strengthen Medicare, Medicare & Medicaid in New YorkMedicare Basics: Medicare Advocacy ToolkitsMedicare Basics: Medicare ResourcesMedicare Basics: Medicare Rights Policy WorkPresentation MaterialMedicare BasicsBeth Shyken-Rothbart Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447810 447810 98 G3250 1:01:38 https://www.pli.edu/programs/nuts-and-bolts-of-medicare-and-medicaid/447807?tCode=WTC5_RSS01 Health care Medicaid Taken from the Web Program Recorded September 5, 2025 in New YorkMedicaid: Nuts and Bolts [01:01:05]This session will review the basics of Medicaid. After completing this session, participants will have a greater understanding of:Who qualifies for Medicaid?Medicaid administration – key differences among the StatesMedicaid and long-term and nursing facility careQuality of care requirementsMedicaid claims, payments, and reimbursement in a nutshellMedicaid program integrity and fraud and abuse prevention effortsCaroline L. Farrell The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Medicaid and CHIP Payment and Access Commission, Issue Brief, State Reported Medicaid Unwinding Data (November 2024), available at: http://www.macpac.gov/publication/state-reported-medicaid-unwinding-data/Centers for Medicare & Medicaid Services, SHO No. 24-005, Re: Best Practices for Adhering to Early and Periodic Screening, Diagnostic, and Treatment (EPSDT) Requirements (September 26, 2024), available at: https://www.medicaid.gov/federal-policy-guidance/downloads/sho24005.pdfU.S. Department of Health and Human Services, Fact Sheet: Medicaid Work Requirements Would Jeopardize Health Coverage and Access to Care for 21 Million Americans (April 21, 2023), available at: www.hhs.gov/sites/default/files/national-work-requirements-fact-sheet.pdfMedina v. Planned Parenthood South Atlantic, No. 23–1275, 606 U.S. __ (2025)Presentation MaterialMedicaid Nuts and BoltsCaroline L. FarrellAdditional ResourcesCaroline L. Farrell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447807 447807 98 G3250 1:01:05 https://www.pli.edu/programs/electronic-discovery-nuts--bolts/447789?tCode=WTC5_RSS01 Electronic discovery Technology-assisted review (Discovery) Pre-trial procedure Taken from the Web Program Recorded September 4, 2025 in New YorkE-Discovery: Data Review Process [01:01:07]This session will cover the data review process. After completing this panel participants will be able to:Identify the potential methods employed to search for responsive documents.Understand the mechanics of review.Overcome the challenges of reviewing unusual media including the problems of review of unusual media (such as photographs) that cannot be searched through conventional methods.Identify and segregate potentially privileged documents from production.Conduct Technology Assisted Review (TAR) and identify technological solutions to the search of large collections of electronic data.Marla S.K. CrawfordThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Sedona Conference TAR Case Law Primer, Second Edition (2023)Lauri W. SawyerJames A. Sherer, David Choi and Csilla Boga-Lofaro, Baker Hostetler LLP, Court Guideposts for the Path to TAR Adoption (September 24, 2017)Lauri W. SawyerRio Tinto PLC v. Vales S.A., 306 F.R.D. 125 (S.D.N.Y. 2015)Lauri W SawyerHyles v. New York City, No. 10 Civ. 3119 (AT)(AJP), 2016 WL 4077114 (S.D.N.Y. Aug. 1, 2016)Lauri W SawyerCimplifi, Walking the Tightrope Between Privacy, Information Governance, Discovery, and Litigation by Leveraging Technology and Expertise (October 6, 2021)Marla S.K. CrawfordCimplifi, Chess, Not Checkers: Navigating Complex Litigation with AI and Tech Solutions (November 26, 2024)Marla S.K. CrawfordOrder Granting in Part and Denying in Part Plaintiffs Motion to Compel, Equal Employment Opportunity Commission v. M1 5100 Corp., d/b/a Jumbo Supermarket Inc., No. 19-cv-81320 (S.D. Fla. 2020)Marla S.K. CrawfordOrder Re Motion to Modify the ESI Order, Motion to Strike, and Motion for Sanctions, In Re: Stubhub Refund Litigation, No. 20-md-02951-HSG (TSH) (N.D. Cal. 2024)Marla S.K. CrawfordPresentation MaterialE-Discovery: Data Review Process PowerPointMarla S.K. Crawford Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447789 447789 98 G3008 1:01:07 https://www.pli.edu/programs/electronic-discovery-nuts--bolts/447787?tCode=WTC5_RSS01 Clawback provisions Electronic discovery Protective orders (Discovery) Taken from the Web Program Recorded September 4, 2025 in New YorkE-Discovery: Data Production Process [01:00:49]This session will cover the data production process. After completing this panel participants will be able to:Comply with the norms of protective orders (aimed at confidentiality protection), and the related question of agreements/court orders that permit return (“clawback”) of privileged documents that may be inadvertently produced.Respond to the unique questions of metadata, including when metadata must be produced, and the problem of production of documents in wholly electronic form.Answer the question of when electronic information may be considered inaccessible (such that it need not be produced), and whether, in some circumstances, the costs of search and production of data may be shifted to the requesting party.Lauri SawyerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ariana J. Tadler, Kevin F. Brady and Karin Scholz Jenson, The Sedona Conference, The Sedona Conference “Jumpstart Outline”: Questions to Ask Your Client and Your Adversary to Prepare for Preservation, Rule Obligations, Court Conferences and Requests for Production (March 2016)Lauri W. SawyerWilliam A. Gross Constr. Assoc., Inc. v. American Manufacturers Mutual Ins. Co., 256 F.R.D. 134 (S.D.N.Y. 2009)Lauri W SawyerVictor Stanley, Inc. v. Creative Pipe, Inc., 250 F.R.D. 251 (D. Md. 2008)Lauri W SawyerMoore, et al. v. Publicis Groupe, et al., 287 F.R.D. 182 (S.D.N.Y. 2012)Lauri W SawyerFederal Housing Finance Agency v. HSBC North America Holdings Inc., 2014 WL 584300 (S.D.N.Y. Feb. 14, 2014)Lauri W SawyerIndependent Living Center, et al. v. City of Los Angeles, et al., No. 2:12-cv-00551, Minute Order at 1, ECF 375 (C.D. Cal. 2014)Lauri W SawyerIn re: Broiler Chicken Antitrust Litigation, No. 1:16-cv-08637, 2018 WL 1146371 (N.D. Ill. Jan. 3, 2018)Lauri W SawyerPresentation MaterialE-Discovery: Data Production Process PowerPointLauri W. Sawyer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447787 447787 98 G3008 1:00:49 https://www.pli.edu/programs/electronic-discovery-nuts--bolts/447791?tCode=WTC5_RSS01 Duty to preserve Electronic discovery Litigation holds Taken from the Web Program Recorded September 4, 2025 in New YorkE-Discovery: Data Preservation Process [00:59:36]This session will cover the data preservation process. After completing this panel participants will be able to:Understand the scope of preservation obligations, when the duty to preserve arises, and learn the period for preservation.Identify custodians and location and determine who the “key players” in the litigation may be and where essential information resides.Identify forms of litigation holds and recognize the variety of acceptable litigation holds, including “hold in place” and selective searching/retention, as well as the written forms of notice for a litigation hold.Jennifer L. Del MedicoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Model Protocol for Discovery of Electronically Stored Information in Civil LitigationLauri W. SawyerUnited States District Court, Northern District of California, Checklist for Rule 26(f) Meet and Confer Regarding Electronically Stored Information (Updated December 1, 2015)Lauri W. SawyerAriana J. Tadler, Kevin F. Brady and Karin Scholz Jenson, The Sedona Conference, The Sedona Conference “Jumpstart Outline”: Questions to Ask Your Client and Your Adversary to Prepare for Preservation, Rule Obligations, Court Conferences and Requests for Production (March 2016)Lauri W. SawyerThe Sedona Conference Practical In-House Approaches for Cross-Border Discovery and Data Protection (June 2016)Lauri W. SawyerJones Day, White Paper, Current Trends: Discovery of Electronically Stored Information on Mobile Devices and Social Media (June 2019)Lauri W. SawyerPresentation MaterialE-Discovery: Data Preservation Process PowerPointJennifer L. Del Medico Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447791 447791 98 G3008 1:00:18 https://www.pli.edu/programs/tech-enabled-legal-teams-and-the-evolving-paralegal-role/447963?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 4, 2025 in New YorkTech-Enabled Legal Teams and the Evolving Paralegal Role [01:00:45]Presentation MaterialTech-Enabled Legal Teams and the Evolving Paralegal RoleHarvey Zeytuntsyan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447963 447963 98 G5563 1:00:45 https://www.pli.edu/programs/alternative-finance-summit/447569?tCode=WTC5_RSS01 Crowdfunding Fintech Marketplace lending Regulation, compliance, and enforcement (Securities and other financial products) Blockchain Taken from the Web Program Recorded September 3, 2025 in New YorkHot (Legal and Regulatory) Topics in Online Lending and Fintech [01:02:41]Panelists will discuss the latest developments in online lending and fintech. After completing this program, participants will be able to:Understand federal and state regulator priorities for fintech and online lending in the new administrationFollow developments in lender licensing, rate exportation and usury lawsRecall the latest on “true lender” casesRecognize the latest on state attorneys general mattersPredict the future of bank-fintech partnershipsUnderstand money transmitter licensing and money services businesses, and latest trends and developmentsCompare commercial lending disclosures across states and evaluate new requirementsJason J. Cabral, Kevin D. Leitão, Michael NonakaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Covington&Burling LLP, Covington Alert, CFPB Rules Under Trump 2.0—Pathways to Nullification (February 21, 2025)Michael NonakaPresentation MaterialHot (Legal and Regulatory) Topics in Online Lending and FintechJason J. Cabral, Kevin D. Leitão, Michael Nonaka Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447569 447569 98 G3022 1:02:41 https://www.pli.edu/programs/alternative-finance-summit/447575?tCode=WTC5_RSS01 Private placement Fintech Securities litigation Securities offerings Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded September 3, 2025 in New YorkSecurities Offering and Private Placement Developments: A Prolific, Controversial Year of Rulemaking [01:00:11]Panelists will discuss developments in securities offerings and private placements. After completing this program, participants will be able to:Understand the SEC’s position regarding the Climate-Related Disclosure rulesFollow the SEC Staff’s Guidance on Section 13Learn about the SEC Staff Guidance on Facilitating Capital Formation through Extending Confidential SubmissionsAppreciate other potential developments that may affect Capital FormationTrack the Staff guidance relating to exempt offerings including Rule 506 offerings in CDIs and a no-action letterUnderstand some of the potential changes to the accredited investor definitionUnderstand the recent Staff CDIs on other offering related and Exchange Act topicsAppreciate the SEC’s actions to provide clarity regarding digital assetsLearn about market developments affecting the pre-IPO private placement market given the growing importance of new investors in the market, such as private credit funds and sovereign wealth fundsFollow the latest developments in the IPO marketZachary Fallon, Sebastian Gomez Abero, Anna T. PinedoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mayer Brown, At a Glance, PIPE Transactions (2024)Anna T. PinedoAndrew Olmem, et al., Mayer Brown, Congress Moves Forward on Stablecoin Legislation: The U.S. Senate Banking Committee Approves the Genius Act (March 17, 2025)Anna T. PinedoMayer Brown, SEC Division of Corporation Finance Statement on Certain Protocol Staking Activities (June 5, 2025)Anna T. PinedoMayer Brown, SEC Expands Accommodations for Issuers Submitting Draft Registration Statements (March 7, 2025)Anna T. PinedoPresentation MaterialSecurities Offering and Private Placement Developments: A Prolific, Controversial Year of RulemakingZachary Fallon, Sebastian Gomez Abero, Anna T. Pinedo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447575 447575 98 G3022 1:00:11 https://www.pli.edu/programs/alternative-finance-summit/447572?tCode=WTC5_RSS01 Crowdfunding Fintech Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Securities and other financial products) Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded September 3, 2025 in New YorkWashington and State House Developments in Crowdfunding and Alternative Finance [01:00:29]Panelists will discuss state and federal developments in the regulation of crowdfunding and alternative finance. After completing this program, participants will be able to:Appraise Regulation CF – is it working and what changes might be made?Understand FINRA Funding Portals and SupervisionDistinguish intrastate crowdfunding exemptions – are they used?Clarify Regulation A+ – Tier 1 and 2Understand NASAA Coordinated ReviewComply with Regulation A+ Periodic ReportsPredict possible legislative developmentsFollow regulatory enforcement prioritiesUnderstand states as the enforcement vanguardFaith L. Anderson, Nick Bhargava, Joseph P. BorgThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Angela Huang and Vladimir Ivanov, Division of Economic and Risk Analysis, Washington Department of Financial Institutions, Analysis of Crowdfunding Under the JOBS Act (May 2025)Faith L. AndersonAngela Huang, Division of Economic and Risk Analysis, Washington Department of Financial Institutions, Analysis of the Regulation A Market: A Decade of Regulation A (May 2025)Faith L. AndersonApplication for Coordinated Review of Regulation A Offering, Form CR-3(b)Faith L. AndersonNorth American Securities Administrators Association, NASAA Enforcement Report (2024 Edition)Faith L. AndersonNorth American Securities Administrators Association, NASAA Multi-State Coordinated Review ProgramFaith L. AndersonNorth American Securities Administrators Association, NASAA Coordinated Review of Regulation A Offerings, Review Protocol (Adopted March 7, 2014)Faith L. AndersonNorth American Securities Administrators Association, NASAA Federal Policy Agenda (Updated February 12, 2025)Faith L. AndersonEntry of Findings of Fact and Conclusions of Law and Final Order to Cease and Desist, to Impose Fines, to Charge Costs, and to Deny Effectiveness of Application for Registration, In the Matter of James Katzaroff, et al., Order No. S-23-3528-24-FO01 (Wash. 2024)Faith L. AndersonPresentation MaterialRegulation A+, Finder Exemption, and Market Trends: 2025 UpdateJoseph P. BorgWashington and State House Developments in Crowdfunding and Alternative FinanceFaith L. Anderson, Nick Bhargava, Joseph P. Borg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447572 447572 98 G3022 1:00:29 https://www.pli.edu/programs/alternative-finance-summit/447557?tCode=WTC5_RSS01 Fintech Ethical issues (Ethics and professional responsibility) Regulation, compliance, and enforcement (Securities and other financial products) Blockchain Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded September 3, 2025 in New YorkEthical Issues in Representing Blockchain Clients [01:01:10]Panelists will discuss the ethical issues that arise in representing blockchain clients. After completing this program, participants will be able to:Comply with ethics rules regarding competencyKnow when to admit, when to stand patEvaluate taking controversial and novel legal points of viewAvoid settlements that result in bad law; is that the parties’ problem or yours?Display ethics and honesty in dealing with government agenciesBrian S. Korn, N. Adele HoganThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Association of the Bar of the City of New York, Committee on Professional Ethics, Formal Opinion 2024-1: Ethical Issues Arising from the Representation of Two or More Bidders Competing for the Same AssetN. Adele HoganThe Association of the Bar of the City of New York, Committee on Professional Ethics, Formal Opinion 2024-2: Ethical Issues Arising from Advice to Clients on Client-Funder Litigation Funding AgreementsN. Adele HoganThe Association of the Bar of the City of New York, Committee on Professional Ethics, Formal Opinion 2023-1: Ethical Obligations of Lawyers and Law Firms Relating to Attorney Departures (June 30, 2023)N. Adele HoganPresentation MaterialEthical Issues in Representing Blockchain ClientsN. Adele Hogan, Brian S. Korn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447557 447557 98 G3022 1:01:10 https://www.pli.edu/programs/alternative-finance-summit/447566?tCode=WTC5_RSS01 Fintech Marketplace lending Regulation, compliance, and enforcement (Securities and other financial products) Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded September 3, 2025 in New YorkDevelopments in Fintech Warehouse Facilities, Loan Purchase Facilities and Small Business Lending [01:00:22]Panelists will discuss the latest developments in fintech warehouse facilities, loan purchase facilities and small business lending. After completing this program, participants will be able to:Identify issues in commercial lending, including licensing, custody, and servicingConduct due diligence in commercial lendingEvaluate the personal guaranty- what’s it really worth and is it enforceable?Compare warehouse lines, forward flow agreements and other marketplace lending finance structuresAssess SPV issues and the true sale and non-consolidation opinions; are they correct?Judge guaranties in platform lending: performance or bad actor?Choose servicing firms: what is their proper role and risk allocation?Appraise backup servicersUnderstand Deposit Account Control AgreementsFrank R. Borchert III, Rory Cohen, Patrick D. Dolan, Brian Foley, Eamonn MoranThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Christa L. Bieker, Barbara M. Goodstein and Steven M. Kaplan, Mayer Brown, In Another Reversal, The CFPB Dismisses Case Against National Collegiate Student Loan Trusts (May 15, 2025)Eamonn K. MoranEamonn K. Moran and Ashley Feighery, Holland&Knight, CFPB Plans to Reopen Section 1071 Small Business Lending Rule (April 9, 2025)Eamonn K. MoranEamonn K. Moran and Ashley Feighery, Holland&Knight, CFPB Provides Supervision and Enforcement Reprieve on Small Business Lending Rule (May 1, 2025)Eamonn K. MoranDaniel B. Pearson and Eric T. Mizenmacher, Mayer Brown, New York Enacts First-of-Its-Kind Law to License Buy-Now-Pay-Later Lenders (June 6, 2025)Eamonn K. Moran Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447566 447566 98 G3022 1:01:04 https://www.pli.edu/programs/alternative-finance-summit/447560?tCode=WTC5_RSS01 Fintech Regulation, compliance, and enforcement (Securities and other financial products) Blockchain Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded September 3, 2025 in New YorkDevelopments in Cryptocurrency and Blockchain Enforcement [01:01:24]Panelists will discuss the latest developments in cryptocurrency and blockchain enforcement. After completing this program, participants will be able to:Follow how the legal status of tokens evolves: Ripple and Telegram, what’s next?Understand proposals to crack down on money laundering and illegal activity through the blockchainConsider exchange issues and listings; are decentralized exchanges in trouble?Argue whether crypto exchanges need to be registered broker-dealers. And alternative trading systems? Coinbase and Binance casesEvaluate staking issues: Kraken and Paxos cases and emerging Howey interpretationsJason P. Gottlieb, Karen Ubell, Christopher L. WangerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Goodwin, Digital Currency&Blockchain Quarterly Litigation Update (April 22, 2025)Karen Ubell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447560 447560 98 G3022 1:01:24 https://www.pli.edu/programs/alternative-finance-summit/447563?tCode=WTC5_RSS01 Information technology (Financial services) Regulation, compliance, and enforcement (Securities and other financial products) Blockchain Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded September 3, 2025 in New YorkBlockchain Tokenomics and Cryptocurrencies: Latest Developments [01:01:01]Panelists will discuss the latest regulatory developments involving cryptoassets. After completing this program, participants will be able to:Understand the implications of the January 23 White House Executive Order “Strengthening American Leadership in Digital Financial Technology”Delineate the various priorities of the SEC’s Crypto Task Force and what it will mean for blockchain policyDifferentiate the regulatory implications for the many forms of cryptoassets, including:Native assets (e.g., ETH)App coins (e.g., COIN)Stablecoins (e.g., USDC)Nonfungible tokens, or NFTs (e.g., CryptoPunk)Compare the various Congressional, SEC and CFTC initiatives: the quest for legal clarityContrast the state law initiatives such as New York and California lawsUnderstand whether US policy can catch up to more transparent and less litigious crypto regulatory regimes globallyLewis Rinaudo Cohen, Joshua Klayman, Nancy WojtasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cahill Gordon&Reindel LLP, CahillNXT Crypto Update, Practical Implications of the SEC Staff’s New Staking Guidance (June 3, 2025)Lewis Rinaudo CohenJoint Stipulation to Dismiss and Releases, Securities and Exchange Commission v. Coinbase, Inc. and Coinbase Global, Inc., 23 Civ. 4738 (KPF) (S.D.N.Y. 2025)Nancy Wojtas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447563 447563 98 G3022 1:01:43 https://www.pli.edu/programs/environmental-regulation/447553?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Environmental law) Environmental litigation Product liability litigation Taken from the Web Program Recorded September 3, 2025 in New YorkPFAS Regulation and Litigation [01:00:34]This session will examine recent developments in PFAS litigation and federal and state regulatory efforts. After completing this session, participants will be able to:Convey recent developments in PFAS MDL litigationUnderstand challenges to EPA’s designation of certain PFAS as CERCLA hazardous substancesGrasp proposed partial rollback of Biden’s final rule establishing Safe Drinking Water Act MCLs for certain PFAS chemicalsTrack state regulatory initiatives on PFASStephanie R. Feingold, Jason StephensonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:PFAS National Primary Drinking Water Regulation, Codified at 40 C.F.R. pts. 141 & 142, 89 Fed. Reg. 32532, No. 82 (April 26, 2024), available at: https://www.govinfo.gov/content/pkg/FR-2024-04-26/pdf/2024-07773.pdfPhilip E. KarmelDesignation of Perfluorooctanoic Acid (PFOA) and Perfluorooctanesulfonic Acid (PFOS) as CERCLA Hazardous Substances, 89 Fed. Reg. 39124, No. 90 (May 8, 2024), available at: https://www.govinfo.gov/content/pkg/FR-2024-05-08/pdf/2024-08547.pdfPhilip E. KarmelOrder Granting in Part and Denying in Part Motion to Dismiss Claims Related to Cannon Air Force Base, In Re: Aqueous Film-Forming Foams Products Liability Litigation, No. 2:18-mn-2873-RMG (D.S.C. 2025)Philip E. KarmelBryan Cave Leighton Paisner LLP, PFAS Summary (March 27, 2025)Philip E. KarmelBryan Cave Leighton Paisner LLP, PFAS Air Emissions Restrictions (April 17, 2025)Philip E. KarmelGoverning Second Bellwether Program for Initial Personal Injury Claims, In Re: Aqueous Film-Forming Foams Products Liability Litigation, No. 2:18-mn-2873-RMG, Case Management Order No. 26 (D.S.C. 2023)Philip E. KarmelSecond Amended Case Management Order, In Re: Aqueous Film-Forming Foams Products Liability Litigation, No. 2:18-mn-2873-RMG, Second Amended Case Management Order No. 28 (D.S.C. 2024)Philip E. KarmelOrder, In Re: Aqueous Film-Forming Foams Products Liability Litigation, No. 2:18-mn-2873-RMG, Case Management Order No. 33 (D.S.C. 2025)Philip E. KarmelOrder, Science Day Scheduling, In Re: Aqueous Film-Forming Foams Products Liability Litigation, No. 2:18-mn-2873-RMG (D.S.C. 2019)Philip E. KarmelOrder, Setting Science Day, In Re: Aqueous Film-Forming Foams Products Liability Litigation, No. 2:18-mn-2873-RMG (D.S.C. 2025)Philip E. KarmelStephanie R. Feingold and Drew Cleary Jordan, Morgan, Lewis & Bockius LLP, Insight, Emerging Trends in State-Level PFAS Regulation and Litigation (June 2, 2025)Stephanie R. FeingoldStephanie R. Feingold, Jeremy Esterkin and Mark Donatiello, Morgan, Lewis & Bockius LLP, LawFlash, EPA Delays Start of Toxic Substances Control Act Reporting Period for PFAS Data (September 6, 2024)Stephanie R. FeingoldU.S. Environmental Protection Agency, EPA Announces It Will Keep Maximum Contaminant Levels for PFOA, PFOS (Updated May 14, 2025)Philip E. KarmelOrder Regarding Scope of Oral Argument on Government’s Motions to Dismiss, In Re: Aqueous Film-Forming Foams Products Liability Litigation, No. 2:18-mn-2873-RMG (D.S.C. 2025)Philip E. KarmelJoint Status Report for April 4, 2025 Case Management Conference, In Re: Aqueous Film-Forming Foams Products Liability Litigation, No. 2:18-mn-2873-RMG (D.S.C. 2025)Philip E. KarmelU.S. Environmental Protection Agency, Office of Ground Water and Drinking Water, Memorandum, PFAS National Primary Drinking Water Regulation Monitoring and Reporting (November 21, 2024)Philip E. KarmelStephanie R. Feingold, et al., Morgan, Lewis & Bockius LLP, LawFlash, U.S. EPA Announces Ambitious PFAS Agenda (May 2, 2025; Updated May 16, 2025)Stephanie R. FeingoldPresentation MaterialPFAS Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447553 447553 98 G3133 1:01:16 https://www.pli.edu/programs/environmental-regulation/447550?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Environmental law) Environmental litigation Product liability litigation Taken from the Web Program Recorded September 3, 2025 in New YorkPlastic Pollution, Waste and Recycling [01:01:38]This session will cover federal plastic pollution regulation and litigation over historical pollution. After completing this session, participants will be able to:Convey the details of EPA’s National Strategy to Prevent Plastic PollutionInterpret risk evaluations underway under TSCAFollow developments in Clean Water Act Hazardous Substance Facility Response Plan rulemakingAppreciate the impact of People of California v. Exxon Mobil (and Exxon Mobil v. Bonta, et al.)Lynn L. Bergeson, Jonathan Kalmuss-KatzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Bergeson & Campbell, P.C., Handouts for Regulatory Update: Plastic Pollution, Waste, and RecyclingLynn L. BergesonU.S. Environmental Protection Agency, Draft Risk Evaluation for 1,3-Butadiene, EPA Doc. No. EPA-740-D-24-016 (November 2024), available at: https://www.epa.gov/system/files/documents/2024-12/01.-1-3-butadiene-.-draft-risk-evaluation-.-public-release-.-hero-.-november-2024.pdfPhilip E. KarmelU.S. Environmental Protection Agency, Draft Risk Evaluation for Dicyclohexyl Phthalate (DCHP), EPA Doc. No. EPA-740-D-24-020 (December 2024), available at: https://www.epa.gov/system/files/documents/2025-01/1.-dchp-.-draft-risk-evaluation-.-public-release-.-hero-.-dec-2024.pdfPhilip E. KarmelU.S. Environmental Protection Agency, Draft Scope of the Risk Evaluation for Vinyl Chloride (Ethene, chloro-), EPA Doc. No. EPA-740-D-25-001 (January 2025), available at: https://www.epa.gov/system/files/documents/2025-01/1-.-vinyl-chloride-.-draft-scope-.-public-release-.-hero-.-jan-2025.pdfPhilip E. KarmelEarthjustice, et al., Comments on Significant New Use Rules on Certain Chemical Substances (23-2.5e), Docket No. EPA-HQ-OPPT-2023-2045 (August 18, 2023)Lynn L. Bergeson,Jonathan Kalmuss-KatzEarthjustice, et al., Comments on Significant New Use Rules on Certain Chemical Substances (23-2.5e), Docket No. EPA-HQ-OPPT-2023-2045 (August 18, 2023)Lynn L. Bergeson,Jonathan Kalmuss-KatzEarthjustice, et al., Comments on Di-isononyl Phthalate (DINP); Draft Risk Evaluation Under the Toxic Substances Control Act (TSCA); Notice of Availability, Webinar and Request for Comment, Docket No. EPA-HQ-OPPT-2018-0436 (November 4, 2024)Lynn L. Bergeson,Jonathan Kalmuss-KatzClean Water Act Hazardous Substance Facility Response Plans, Codified at 40 C.F.R. pts. 118 & 300, 89 Fed. Reg. 21924, No. 61 (March 28, 2024), available at: https://www.govinfo.gov/content/pkg/FR-2024-03-28/pdf/2024-05870.pdfPhilip E. KarmelComplaint for Abatement, Equitable Relief, and Civil Penalties; Preliminary and Permanent Injunction, The People of the State of California, ex rel. Rob Bonta, Attorney General of California v. Exxon Mobil Corporation, No. CGC24618323 (Cal. Super. Ct. 2023)Philip E. KarmelU.S. Environmental Protection Agency, Dibutyl Phthalate (DBP) and Diethylhexyl Phthalate (DEHP); Draft Risk Evaluations Under the Toxic Substances Control Act (TSCA); Notice of Availability and Request for Comment, 90 Fed. Reg. 23931, No. 107 (June 5, 2025)Philip E. KarmelComplaint, Exxon Mobil Corporation v. Bonta, No. 1:25-cv-00011 (E.D. Tex. 2025)Philip E. KarmelU.S. Environmental Protection Agency, National Strategy to Prevent Plastic Pollution, EPA 530-R-24-006 (November 2024), available at: https://www.epa.gov/circulareconomy/national-strategy-prevent-plastic-pollutionPhilip E. KarmelNatural Resources Defense Council, Microplastic Deluge: How These Small Plastic Particles Harm Our Health and the Environment (June 2025), available at: https://www.nrdc.org/sites/default/files/2025-06/microplastic_deluge_how_these_small_plastic_particles_harm_our_health_and_the_environment.pdfLynn L. BergesonNatural Resources Defense Council, More Recycling Lies: What the Plastics Industry Isn’t Telling You About “Chemical Recycling” (March 2025), available at: https://www.nrdc.org/sites/default/files/2025-03/More_Recycling_Lies_IB_25-02-A_07_locked.pdfLynn L. BergesonPetitioner’s Proof Opening Brief, Cherokee Concerned Citizens v. U.S. Environmental Protection Agency, No. 23-1096 (D.C. Cir. 2024)Lynn L. Bergeson,Jonathan Kalmuss-KatzPresentation MaterialPlastic Pollution... Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447550 447550 98 G3133 1:01:38 https://www.pli.edu/programs/environmental-regulation/447547?tCode=WTC5_RSS01 Energy Regulation, compliance, and enforcement (Environmental law) Disclosures (Securities and other financial products) Taken from the Web Program Recorded September 3, 2025 in New YorkEnvironmental Disclosures, Environmental Risk Management and Sustainability Reporting [01:01:18]This session will look at recent changes to and future prospect for environmental risk and sustainability reporting. After completing this session, participants will be able to:Track the demise of the SEC rulemaking on climate disclosuresUnderstand the California rulemaking on climate disclosuresFollow New York’s potential climate disclosure initiativeComprehend the future of sustainability reportingBetty Moy Huber, Kevin J. KleshThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Order Issuing Stay, In the Matter of the Enhancement and Standardization of Climate-Related Disclosures for Investors, Securities Act Release No. 11280, Exchange Act Release No. 99908, File No. S7-10-22 (April 4, 2024)Philip E. KarmelBryan Cave Leighton Paisner LLP, California Climate Reporting Mandates Still on Track Following Limited Amendments  (October 8, 2024)Philip E. KarmelCalifornia Air Resources Board, Workshop on SB 261 and SB 253, Summary & FAQs (May 30, 2025)Philip E. KarmelU.S. Environmental Protection Agency, Basics of an EMS Under ISO 14001 (Updated March 14, 2025)Philip E. KarmelExecutive Order No. 14030, Climate-Related Financial Risk, 86 Fed. Reg. 27967 (May 25, 2021)Philip E. KarmelBetty M. Huber, et al., Latham & Watkins LLP, Legal Battle Over California’s Climate Disclosure Laws Continues as Plaintiffs File a Motion for Preliminary Injunction (March 7, 2025)Betty Moy HuberU.S. Securities and Exchange Commission, SEC Votes to End Defense of Climate Disclosure Rules (Updated March 27, 2025)Philip E. Karmel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447547 447547 98 G3133 1:01:18 https://www.pli.edu/programs/environmental-regulation/447541?tCode=WTC5_RSS01 Energy Regulation, compliance, and enforcement (Environmental law) Environmental litigation Taken from the Web Program Recorded September 3, 2025 in New YorkFederal Deregulation Initiatives [01:00:57]This session will cover federal efforts at environmental deregulation and reactions at the state level and among environmental litigants. After completing this session, participants will be able to:Grasp the details of EPA’s deregulatory initiativeAppreciate the scope of EPA FY26 budget cutsExplain anticipated legal challenges to federal deregulationUnderstand the import of federal deregulation for state environmental regulationDuke K. McCall, III, Heather GovernThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:John K. Gisleson, Duke K. McCall, III and Rick R. Rothman, Lewis & Bockius LLP, Insight, Environmental Regulation Under the New Administration: Key Shifts and Implications for Industry (June 4, 2025)Duke K. McCallDuke K. McCall, III, et al., Morgan, Lewis & Bockius LLP, LawFlash, EPA Proposes Repeal of Greenhouse Gas Standards for Power Plants (June 17, 2025)Duke K. McCallApril R. Knight, Douglas A. Hastings, and Duke K. McCall, III, Morgan, Lewis & Bockius LLP, LawFlash, Executive Actions Signal Support for Fossil Energy and Scaling Back of Environmental Regulations (January 23, 2025)Duke K. McCallDuke K. McCall, III, Douglas A. Hastings and April R. Knight, Morgan, Lewis & Bockius LLP, LawFlash, Executive Actions Substantially Revise Environmental Justice Policies and Practices (February 6, 2025)Duke K. McCallDuke K. McCall, III, et al., Morgan, Lewis & Bockius LLP, LawFlash, Executive Order Seeks to Limit State Role in Energy Regulation (April 14, 2025)Duke K. McCallLoper Bright Enterprises v. Raimondo, 603 U.S. ___ (2024)Duke K. McCallDuke K. McCall, III, et al., Morgan, Lewis & Bockius LLP, LawFlash, Recent U.S. Administration Actions Promote Coal Energy (April 10, 2025)Duke K. McCallCity and County of San Francisco v. U.S. Environmental Protection Agency, 604 U.S. ___ (2025)Duke K. McCallWest Virginia v. U.S. Environmental Protection Agency, 597 U.S. ___ (2022)Duke K. McCallPresentation MaterialDeregulation... Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447541 447541 98 G3133 1:01:39 https://www.pli.edu/programs/environmental-regulation/447544?tCode=WTC5_RSS01 Energy Regulation, compliance, and enforcement (Environmental law) Taken from the Web Program Recorded September 3, 2025 in New YorkNEPA, Permitting Reform, and Trump’s Energy Dominance Agenda [01:29:47]This session will look at changes to environmental permitting rules and the impact of Trump’s Energy Dominance Agenda. After completing this session, participants will be able to:Grasp NEPA implementation after removal of the CEQ NEPA regulationsAppreciate the impact of the Supreme Court’s decision in Seven County InfrastructureInterpret the impact of Trump Executive Orders on the power sectorInform on administration initiatives to roll back regulation of coal-fired power plants and require their continued useDiscern administrative initiatives to preempt state and local regulationRecognize the elimination of energy efficiency requirements and programsBe aware of initiatives to put the brakes on new renewable energy facilitiesPhilip E. KarmelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Executive Order No. 14148, Initial Rescissions of Harmful Executive Orders and Actions, 90 Fed. Reg. 8237, No. 17 (January 28, 2025)Philip E. KarmelExecutive Order No. 14154, Unleashing American Energy, 90 Fed. Reg. 8353, No. 18 (January 29, 2025)Philip E. KarmelPresidential Memorandum, Temporary Withdrawal of All Areas on the Outer Continental Shelf from Offshore Wind Leasing and Review of the Federal Government’s Leasing and Permitting Practices for Wind Projects, 90 Fed. Reg. 8363, No. 18 (January 29, 2025)Philip E. KarmelExecutive Order No. 14173, Ending Illegal Discrimination and Restoring Merit-Based Opportunity, 90 Fed. Reg. 8633, No. 20 (January 31, 2025)Philip E. KarmelExecutive Order No. 14192, Unleashing Prosperity Through Deregulation, 90 Fed. Reg. 9065, No. 24 (February 6, 2025)Philip E. KarmelCouncil of Environmental Quality, Removal of National Environmental Policy Act Implementing Regulations, 90 Fed. Reg. 10610, No. 36 (February 25, 2025)Philip E. KarmelExecutive Order No. 14260, Protecting American Energy from State Overreach, 90 Fed. Reg. 15513, No. 70 (April 14, 2025)Philip E. KarmelExecutive Order No. 14261, Reinvigorating America’s Beautiful Clean Coal Industry and Amending Executive Order 14241, 90 Fed. Reg. 15517, No. 70 (April 14, 2025)Philip E. KarmelSeven County Infrastructure Coalition v. Eagle County, 605 U.S. ___ (2025)Philip E. KarmelNational Environmental Policy Act of 1969, 42 U.S.C. §§ 4321–4347 (2023)Philip E. KarmelU.S. Department of Energy, Order No. 202-25-4 (May 30, 2025)Philip E. KarmelU.S. Department of Energy, Order No. 202-25-3 (May 23, 2025)Philip E. KarmelPresidential Actions, Regulatory Relief for Certain Stationary Sources to Promote American Energy (April 8, 2025)Philip E. KarmelPresentation MaterialDisclosures...NEPA... Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447544 447544 98 G3133 1:29:47 https://www.pli.edu/programs/environmental-regulation/447538?tCode=WTC5_RSS01 Energy Regulation, compliance, and enforcement (Environmental law) Environmental litigation Taken from the Web Program Recorded September 3, 2025 in New YorkLitigating Environmental Citizens Suits [00:59:13]This session will look at state attorneys general and citizen suit litigation in the environmental context. After completing this session, participants will be able to:Establish Article III standing to bring suit Understand the constitutionality controversy Deploy litigation strategies for plaintiffs and defendants Engage in settlement procedures and tactics David A. Nicholas, Allison RumseyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Environment Texas Citizen Lobby, Inc. v. ExxonMobil Corporation, No. 17-20545 (5th Cir. 2024)Philip E. KarmelMotion to Intervene by the State of California, et al., Valero Renewable Fuels v. U.S. Environmental Protection Agency, No. 25-1078 (D.C. Cir. 2025)Philip E. KarmelComplaint for Declaratory and Injunctive Relief, State of New York v. Trump, No. 1:25-cv-11221 (D. Mass. 2025)Philip E. KarmelComplaint, State of Washington v. U.S. Department of Transportation, No. 2:25-cv-00848 (W.D. Wash. 2025)Philip E. KarmelComplaint for Declaratory and Injunctive Relief, State of Washington v. Trump, No. 2:25- cv-00869 (W.D. Wash. 2025)Philip E. KarmelMotion to Intervene by the State of California, et al., American Free Enterprise Chamber of Commerce v. U.S. Environmental Protection Agency, No. 25-106 (9th Cir. 2025)Philip E. KarmelPetition for a Writ of Certiorari, ExxonMobil Corp. v. Environment Texas Citizen Lobby, Inc., No. 24-___ (2025)Philip E. KarmelBrief in Opposition for Respondents, ExxonMobil Corp. v. Environment Texas Citizen Lobby, Inc., No. 24-982 (2025)David A. NicholasPresentation MaterialLitigation... Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447538 447538 98 G3133 0:59:13 https://www.pli.edu/programs/legal-ethics-in-bankruptcy-practice-hot-disclosure-topics-connections-conflicts-independent-directors-and-the-ethical-uses-of-social-media--ai/446770?tCode=WTC5_RSS01 Bankruptcy and restructuring Independent directors Ethics and professional responsibility Professional conduct 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 446770 446770 98 G5513 1:02:29 https://www.pli.edu/programs/quantum-computing-what-is-reasonable-cybersecurity-in-the-age-of-ai-and-quantum/446738?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Technology Artificial intelligence Quantum computing Quantum Computers are poised to revolutionize industries from pharmaceuticals to finance to materials science and beyond. A mature quantum computer will be able to crack public key encryption in the future, while quantum-leveraged technologies promise the next generation of secure communications. As this emerging technology is commercialized and we fully enter the age of quantum computers and AI, lawyers will have to consider what is considered "reasonable cybersecurity" given this exponential increase in computing power. This Briefing will provide an overview of quantum computers, detail the state of the art for the technology, discuss the NIST Post-Quantum (PQC) standards that were released in 2024, and provide best practices for companies and government agencies to begin the arduous process of protecting data from future quantum and AI-leveraged cyberattacks while also investing in quantum technologies for positive use cases and more secure communications over the coming years and decades. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 446738 446738 98 G5463 1:02:59 https://www.pli.edu/programs/digital-tokenized-bonds-what-to-know-about-a-growing-asset-class/446712?tCode=WTC5_RSS01 Financial crimes Regulation, compliance, and enforcement (Securities and other financial products) Regulation, compliance, and enforcement (Tax) Technology Digital assets Tokenized bonds are one asset class that is quickly emerging from the amorphous pool of digital asset projects. This briefing will provide an overview of the fundamentals of tokenized bonds, how they are structured, and how they have evolved from conventional debt instruments. Attendees will gain an understanding of the legal, operational, and technological issues that must be overcome to structure a successful tokenized bond issuance, including ownership recordation, custodial arrangements, and servicing mechanisms.By blending traditional fixed income instruments with cutting-edge blockchain technology, tokenized bonds can accelerate transactions, deepen liquidity, and reduce issuance costs. Associated with these benefits are potential challenges, including financial crime compliance, interoperability issues, and evolving legal and regulatory standards. This presentation will equip attendees with the knowledge needed to understand the role of tokenized bonds in capital markets and how to navigate the opportunities and complexities they present.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 446712 446712 98 G5520 1:01:56 https://www.pli.edu/programs/a-review-of-paga-2.0--one-year-later/449135?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Employment and labor) Wage and hour Employment litigation Taken from the Web Program Recorded August 26, 2025 in San FranciscoThe Ghosts of PAGA Past, Present, and Future [01:01:15]After completing this session, participants will be able to: Understand the historical framework of PAGA  Analyze the key changes introduced by the 2024 PAGA reform  Identify and interpret recent appellate decisions and understand their implications on standing, statute of limitations, and the viability of “headless” PAGA claims  Evaluate the role of Early Neutral Evaluations (ENEs) under the reformed statute  Assess the ongoing impact of arbitration agreements on PAGA claims  Apply best practices for compliance and litigation mitigation  Anticipate current and emerging litigation trends in post-reform PAGA practice Phillip Ebsworth, Par Vafaeenia Presentation MaterialThe Ghosts of PAGA Past, Present, and FuturePhillip Ebsworth, Par Vafaeenia Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449135 449135 98 G5548 1:01:15 https://www.pli.edu/programs/fda-regulation-of-diagnostics/449741?tCode=WTC5_RSS01 Life sciences Medical devices Regulation, compliance, and enforcement (Life sciences) Taken from the Web Program Recorded August 26, 2025 in San FranciscoFDA Regulation of Diagnostics: Evolving Policies and Practical Implications [00:59:57]After completing this session, participants will be able to: Understand how different legal frameworks apply to the regulation of IVDs as devices (Food, Drug & Cosmetic Act) and LDTs as services (Clinical Laboratory Improvement Amendments)  Clarify the role of CLIA and state authorities in regulating laboratories that perform IVDs and LDTs  Evaluate risks and uncertainties in the diagnostics legal landscape  Strategize next steps for diagnostics developers and stakeholders to promote innovation while ensuring regulatory resilience Megan Doyle, Amy Leiser, Brandon C. Martin Presentation MaterialFDA’s LDT Rule Struck Down by Federal District CourtMegan Doyle, Amy Leiser, Brandon Martin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449741 449741 98 G5516 0:59:57 https://www.pli.edu/programs/2025-china-trademark-litigation--enforcement-update-landmark-cases-legal-shifts-and-trade-war-implications/446608?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark litigation Regulation, compliance, and enforcement (Intellectual property) International law As the global trade landscape continues to shift amid ongoing U.S.–China tensions and increasing tariffs, safeguarding intellectual property has never been more urgent. This presentation will spotlight the most significant Chinese trademark litigation cases from the past year and examine key changes that are reshaping how brands protect their rights in China.With many companies now rerouting their supply chains across Asia or reassessing their China-based operations, understanding the practical value of a trademark registration—and how it translates into real-world enforcement power—is essential. In today’s climate, a registration is more than a piece of paper (the trademark certificate); it is a critical tool for brand protection in cross-border business, ensuring the integrity of supply chain to market entry, especially in regions where enforcement practices and judicial protections can vary widely.In recent years, several Chinese government offices jointly issued a series of opinions signaling a substantial transformation in China’s intellectual property (IP) policy. The new framework aims to encourage innovation and strengthen protections by tackling bad-faith registrations, fostering fair competition, increasing transparency, and aligning more closely with international IP norms.This Briefing will analyze these developments through the lens of enforcement. We’ll explore top trademark infringement cases in the prior year, including precedent-setting damage awards, judicial interpretations, and strategic lessons for brand owners. Special attention will be given to how U.S. companies can adapt to the evolving enforcement landscape in the era of geopolitical uncertainty and protectionism.Amy Hsiao, a leading international IP attorney with deep experience in Chinese and Asian trademark law, will guide attendees through the practical implications of these changes and share expert strategies to strengthen brand defenses across jurisdictions. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 446608 446608 98 G5521 1:01:37 https://www.pli.edu/programs/overview-of-estate-administration-in-new-york/446278?tCode=WTC5_RSS01 Estates and trusts Administration of estates and trusts Estate planning Estate tax Probate (Estates and trusts) This CLE program will explore the administration of estates in New York, focusing on key issues and common pitfalls that arise during the process. It will illustrate how strategic and thoughtful estate planning can proactively address and mitigate these challenges. Designed to bridge the gap between planning and administration, the program offers trusts and estates practitioners practical tools and insights to enhance both phases. Attendees will leave with a deeper understanding of how solid planning leads to smoother, more efficient estate administration. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 446278 446278 98 G5512 1:02:04 https://www.pli.edu/programs/consumer-law-basics-auto-fraud/447856?tCode=WTC5_RSS01 Banking and finance Consumer finance Auto loans Litigation Public interest law and pro bono Taken from the Web Program Recorded August 22, 2025 in San FranciscoConsumer Law Basics: Auto Fraud [01:01:59]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 actsPanel Leader: Robert W. Murphy, Esq., Speakers: Elliot Conn, Esq., Scarlett Steuart, Esq.Presentation MaterialA Primer on Automobile Sales Fraud in 2025Elliot Conn, Robert W. Murphy, Esq., Scarlett SteuartTitle Defect Complaint SampleScarlett SteuartUndisclosed Damage Complaint SampleScarlett Steuart Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447856 447856 98 G5541 1:01:59 https://www.pli.edu/programs/consumer-law-basics-overview-of-state-and-federal-restraints-on-debt-collection-and-credit-reporting/447859?tCode=WTC5_RSS01 Banking and finance Consumer finance Financial services Litigation Public interest law and pro bono Taken from the Web Program Recorded August 22, 2025 in San FranciscoConsumer Law Basics: Overview of State and Federal Restraints on Debt Collection and Credit Reporting [01:02:11]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 FDCPAInvoke remedies under the FDCPA and TCPA, including class action claimsUnderstand 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 claimsHandle disputes involving employment background reportsSeek remedies under the FCRA for willful and negligent violationsPanel Leader: Robert W. Murphy, Esq., Speakers: Susan M. Rotkis, Esq., Ronald Wilcox, Esq.Presentation MaterialFair Debt Collection Practices Act Overview (Federal and California)Susan M. Rotkis, Esq., Ronald WilcoxOverview of the Fair Credit Reporting Act (“FCRA”), 15 U.S.C. § 1681 et seqRobert W. Murphy, Esq., Susan M. Rotkis, Esq., Ronald Wilcox Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447859 447859 98 G5542 1:02:11 https://www.pli.edu/programs/consumer-law-basics-mortgage-servicer-litigation/447862?tCode=WTC5_RSS01 Banking and finance Consumer finance Litigation Public interest law and pro bono Real estate Taken from the Web Program Recorded August 22, 2025 in San FranciscoConsumer Law Basics: Mortgage Servicer Litigation [01:03:04]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 actsPanel Leader: Robert W. Murphy, Esq., Speakers: Fanny Cherng, Esq., Stacey L. Tutt, Esq.Presentation MaterialConsumer Law Basics: Mortgage Servicer Litigation Resource ListFanny Cherng, Stacey L. TuttNotice of Error/Qualified Written RequestFanny Cherng Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447862 447862 98 G5543 1:03:04 https://www.pli.edu/programs/international-tax-traps-for-the-unwary/446044?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (International law) International tax Tax treaties Tax Regulation, compliance, and enforcement (Tax) Please join expert faculty as they discuss certain traps for the unwary in the international tax area. International tax practitioners often must navigate complex issues relating to U.S. persons who directly or indirectly invest in foreign companies, foreign persons who directly or indirectly invest in U.S. real estate, and clients that have cross-border activities or investments where it is necessary to rely on a U.S. tax treaty to reduce or avoid U.S. taxation. In some instances, the application of certain rules may not be intuitive. For instance, in some instances, a U.S. investor may be subject to the passive foreign investment company (PFIC) or controlled foreign corporation (CFC) regime even though it may not be readily apparent that such regimes are implicated. The application of the PFIC rules often result in unexpected consequences. Further, foreign investors who invest into the United States may be subject to the Foreign Investment in Real Property Tax Act (FIRPTA) rules even though such investment, on its face, may not seem to implicate the FIRPTA rules. Finally, there are certain domestic rules and provisions contained in many tax treaties that may prevent a foreign investor from being eligible to claim treaty benefits.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 446044 446044 98 G5493 1:02:11 https://www.pli.edu/programs/the-genius-act-and-stablecoins--a-look-ahead/447515?tCode=WTC5_RSS01 Taken from the Web Program Recorded August 21, 2025 in San FranciscoThe GENIUS Act and Stablecoins – A Look Ahead [01:32:26]Join the conversation with industry leaders and innovators and grow your knowledge in this rapidly evolving area of digital assets law. After completing this program, participants will be able to understand:Key provisions of the GENIUS Act, including the general regulatory and supervisory framework, along with requirements imposed on permitted payment stablecoin issuersHow the GENIUS Act will change the landscape and licensing requirements for stablecoin issuance for domestic and foreign stablecoin issuersThe impact of key rulemakings required under the GENIUS Act (e.g., AML/CFT and sanctions compliance)How the GENIUS Act positions the U.S. in the global digital assets landscape and the effects it could have on financial services and payments globallyMeagan Griffin, Christopher Lalan, Jared Lenow, David StierPresentation MaterialStablecoins and the Genius Act: What you need to know (DLA Piper, Insights)David StierThe GENIUS Act of 2025Meagan E. Griffin, Christopher Lalan, Jared Lenow, David StierThe GENIUS Act: A Comprehensive Guide to US Stablecoin Regulation (Paul Hastings, Stay Current)Meagan E. Griffin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447515 447515 98 G5547 1:32:26 https://www.pli.edu/programs/administrative-hearing-advocacy/447582?tCode=WTC5_RSS01 Employment and labor Health care Litigation Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded August 20, 2025 in San FranciscoAdministrative Hearings Part 1 – Preparing to Represent Low-Income Clients in Administrative Hearings [00:59:37]After completing this session, participants will be able to:Prepare to represent clients in the types of administrative hearings facing low-income clients including:State public benefits, including CalWORKs, CalFresh, Medi-CalFederal public benefits, including SSI/SSDIFederally assisted housing programs, including public housing and Housing Choice Voucher Program (HCVP or "Section 8")Unemployment and state disability insurance claims and overpaymentsApply best practices and common advocacy strategies, preparation, and procedures for administrative hearings, including:Investigating the casePreparing for the hearingUnderstand how to apply California law and practice specifics in administrative hearingsStephen Goldberg, Lisa Kye Young Kim, Jessica MarkPresentation MaterialCalifornia Department of Social Services Administrative Hearings HandoutStephen Goldberg, Lisa Kye Young Kim, Jessica Mark Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447582 447582 98 G5540 0:59:37 https://www.pli.edu/programs/administrative-hearings-part-2--representing-low-income-clients/447585?tCode=WTC5_RSS01 Employment and labor Health care Litigation Public interest law and pro bono Practice skills (Public interest law and pro bono) Taken from the Web Program Recorded August 20, 2025 in San FranciscoAdministrative Hearings Part 2 – Representing Low-Income Clients in Administrative Hearings [01:00:27]After completing this session, participants will be able to:Represent clients in the types of administrative hearings facing low-income clients including:State public benefits, including CalWORKs, CalFresh, Medi-CalFederal public benefits, including Supplemental Security IncomeFederally assisted housing programs, including public housing and Housing Choice Voucher Program (HCVP or "Section 8")Unemployment and state disability insurance claims and overpaymentsApply best practices and common advocacy strategies, preparation, and procedures for administrative hearings, including:Presenting your case at hearingAlternatives: Informal resolutionRecognize when to request rehearing and judicial reviewUnderstand how to apply California law and practice specifics in administrative hearingsStephen Goldberg, Lisa Kye Young Kim, Rai Sue SussmanPresentation MaterialCA Public Benefits Hearings – Before Your Hearing with CDSSStephen Goldberg, Lisa Kye Young Kim, Rai Sue SussmanPLI Studio Brief Administrative Hearings – At Your CDSS HearingStephen Goldberg, Lisa Kye Young Kim, Rai Sue SussmanSocial Security Administrative Hearings OverviewRai Sue Sussman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447585 447585 98 G5546 1:00:27 https://www.pli.edu/programs/fertility-negligence/449744?tCode=WTC5_RSS01 Class actions Health care litigation Personal injury litigation Taken from the Web Program Recorded August 20, 2025 in San FranciscoFertility Negligence: Successful Litigation Strategies and Considerations [01:02:29]After completing this session, participants will be able to:Identify current federal and state regulations in the ART IndustryUnderstand medical terms and processesLearn about the types of fertility negligence cases, including (1) wrongful destruction or loss of gametes and embryos (2) contamination or loss in fertilization and culture of embryos (3) fertilization and transfer mix-ups (4) product liability cases (5) intentional fertility fraud and (6) genetic testing issuesDiscover best practices for pursuing litigation and addressing challenges that ariseTracey B. Cowan, Tiseme ZegeyePresentation MaterialF.G. et al v. CooperSurgical, Inc. et al, Class Action Complaint Filed 03/01/24Tracey B. Cowan, Tiseme ZegeyeLePage v. Center for Reproductive Medicine, P.C.Tracey B. Cowan, Tiseme ZegeyeTentative Rulings, Department M Law and Motion Rulings (Superior Court of Cal., County of L.A.)Tracey B. Cowan, Tiseme Zegeye Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 449744 449744 98 G5517 1:02:29 https://www.pli.edu/programs/gsa-schedule-rules-and-risks-the-advisors-perspective-on-far-mandatory-disclosure-exposure-analyses-g5503/445632?tCode=WTC5_RSS01 Corporate law Corporate contracts Government contracts Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Operating in the GSA’s (General Services Administration’s) Federal Supply Schedules (FSS) program often presents distinct challenges to government contractors. Many of the program’s rules require disclosing pricing and practices, frequently opening contractors up to significant risk. Since 2008, the Mandatory Disclosure Rule (MDR) has given credence to the need for timely and accurate reporting to GSA. As the nature of business and practices react to dynamic changes in the federal marketplace, attorneys navigate their clients through mandatory disclosures. Often, external advisors are sought to provide quantifiable financial exposure regarding disclosure matters. This session provides insight into essential exposure analyses and best practices, as well as real-world experience in working with GSA’s mandatory disclosure team.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445632 445632 98 G5503 1:02:55 https://www.pli.edu/programs/global-developments-in-ai-and-the-law-regulation-enforcement-and-industry-impact/445269?tCode=WTC5_RSS01 Communications and telecommunications Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (International law) Artificial intelligence Regulation, compliance, and enforcement (Technology) This Briefing will be 90 minutes in length.As artificial intelligence technologies evolve rapidly, so too do the legal frameworks governing their use. This timely and insightful Briefing will explore global developments in AI and the law, with a focus on the topics most relevant to brand advertisers right now: advertising and promotions; consumer protection; privacy; and trademark, copyright, and right of publicity protections. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445269 445269 98 G5522 1:32:30 https://www.pli.edu/programs/hot-topics-in-ai-ai-red-teaming/444991?tCode=WTC5_RSS01 Cybersecurity and data protection Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) A valuable cybersecurity tool, red teams also play an important role in AI governance. In the AI context, red teams are used to stress test AI for potential harms and to identify vulnerabilities in large language models (LLMs) and other generative AI models. Red teams can provoke generative AI models to try to get them to say or do things they were trained not to do. They can test generative AI models for outputs that could create legal liabilities, such as hallucinations, pornography and copyright infringement. They can also find gaps in AI security coverage and identify areas for improvement. Businesses can use the findings of AI red teams to improve their AI models, address security issues, and mitigate financial, reputational and regulatory risk. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444991 444991 98 G5363 1:01:48 https://www.pli.edu/programs/the-attorney-client-privilege-and-internal-investigations/446666?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Attorney-client privilege Conflicts of interest In-house counsel (Ethics and professional responsibility) Taken from the Web Program Recorded August 7, 2025 in New YorkThe Attorney-Client Privilege and Internal Investigations [02:05:26]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 privilegeUnderstand the scope of the attorney-client privilege and waiver of privilegeNavigate advice of counsel defense and its implications on the attorney-client privilegeManage conflict of interest issues in the representation and interviews of company employeesLauren Elbert, Gurbir Grewal, Winston M. Paes, Sheldon L. Pollock, Nicolas RoosThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Justice, Justice Manual, Title 9: Criminal, 9-28.000—Principles of Federal Prosecution of Business Organizations (2015)Winston M. PaesOrder, United States v. Holmes, No. 18-cr-00258-EJD-1 (NC), 2021 WL 2309980 (N.D. Cal. June 3, 2021)Winston M. PaesDebevoise & Plimpton LLP, Debevoise Update, DOJ Updates Guidance on Corporate Compliance Programs to Include AI Risk Management (September 25, 2024)Winston M. PaesDebevoise & Plimpton LLP, The Debrief, Supreme Court Declined to Decide Scope of Attorney-Client Privilege over Dual-Purpose Communications (January 27, 2023)Winston M. PaesDebevoise & Plimpton LLP, Debevoise Update, The Perils of Tactical Waivers of Privilege—Gorbachev v. Guriev [2024] EWHC 622 (Comm) (June 12, 2024)Winston M. PaesGorbachev v. Guriev, EWHC 622 (Comm), 2024 WL 00923831 (King’s Bench Division (Commercial Court) Feb. 29, 2024)Winston M. PaesDebevoise & Plimpton LLP, The Debrief, “Shareholder Principle” Exception to Privilege Overturned as “Unjustifiable” (December 4, 2024)Winston M. PaesAabar Holdings S.A.R.L. v. Glencore PLC & Ors., EWHC 3046 (Comm), 2024 WL 00923831 (King’s Bench Division (Commercial Court) Nov. 27, 2024)Winston M. PaesBrief for 39 Law Firms as Amici Curiae, In Re FirstEnergy Corp. Securities Litigation, No. 24-3654 (6th Cir. 2024)Winston M. PaesPresentation MaterialPowerPoint: The Attorney-Client Privilege and Internal InvestigationsLauren Elbert, Gurbir S. Grewal, Winston M. Paes, Sheldon L. Pollock, Nicolas Roos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 446666 446666 98 G3199 2:06:08 https://www.pli.edu/programs/navigating-amended-sec-regulation-s-p-cybersecurity-and-data-privacy-challenges/444940?tCode=WTC5_RSS01 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) Regulation, compliance, and enforcement (Technology) During this One-Hour Briefing, we will explore the critical aspects of Amended Regulation S-P. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444940 444940 98 G5524 1:02:24 https://www.pli.edu/programs/supreme-court-review/446311?tCode=WTC5_RSS01 Constitutional law Litigation Civil rights litigation Public interest law and pro bono Taken from the Web Program Recorded August 6, 2025 in New YorkSupreme Court October 2024 Term Criminal and Civil Litigation (including Civil Rights and Business Interests) [01:29:53]The goal of this segment is for attorneys to better understand decisions of the October 2024 Term concerning:Death penalty overturned where state conferred errorMeaning of false statementSection 1983 litigation (police use of deadly force; enforcement of federal statutory rights; statutory attorney’s fees)Liability of gun manufacturers for gun violenceVenue in environmental casesTitle VII employment discriminationSpeakers: Ginger D. Anders, Hon. Harris L. Hartz, Hon. Jed S. Rakoff, Professor Emeritus Martin A. Schwartz, Professor Theodore M. ShawPanelists: Dean Erwin Chemerinsky, Professor Tiffany C. GrahamPresentation MaterialSEC. 403. CLARIFICATION OF SECTION 924(c) OF TITLE 18, UNITED STATES CODE.Hon. Harris L. HartzSupreme Court Business Review: October Term 2024Syllabus – A.J.T. v. OsseoSyllabus – Ames v. Ohio Department of Youth ServicesSyllabus – Barnes v. FelixSyllabus – EPA v. Calumet Shreveport Refining, L.L.C.Syllabus – Glossip v. OklahomaSyllabus – Gutierrez v. SaenzSyllabus – Hewitt v. United StatesSyllabus – Medina v. Planned Parenthood South AtlanticSyllabus – Oklahoma v. EPASyllabus – Smith & Wesson Brands, Inc. v. Estados Unidos MexicanosU.S. Supreme Court Review: Section 1983 Litigation – October 2024 Term (October 2024 to June 2025)Martin A. Schwartz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 446311 446311 98 G3016 1:30:35 https://www.pli.edu/programs/supreme-court-review/446314?tCode=WTC5_RSS01 Constitutional law Regulation, compliance, and enforcement (Environmental law) Health care Litigation Public interest law and pro bono Taken from the Web Program Recorded August 6, 2025 in New YorkSupreme Court October 2024 Term: Federal Executive and Regulatory Power [01:30:16]The goal of this segment is for attorneys to better understand federal executive and regulatory power including:Trump Executive OrdersNon-delegation doctrineEnvironmental regulationThe Patient Protection and Affordable Care ActAppointments clauseRegulatory ban on ghost gunsSpeakers: Ginger D. Anders, Dean Erwin Chemerinsky, Judson O. LittletonPanelists: Professor Michael C. Dorf, Hon. Harris L. Hartz, Hon. Jed. S. Rakoff, Professor Theodore M. ShawPresentation MaterialSupreme Court Business Review: October Term 2024Judson O. LittletonSyllabus - Kennedy v. Braidwood Management, Inc.Syllabus – Federal Communications Commission v. Consumers’ Research Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 446314 446314 98 G3016 1:30:16 https://www.pli.edu/programs/supreme-court-review/446320?tCode=WTC5_RSS01 Constitutional law First Amendment Litigation Civil rights litigation Public interest law and pro bono Taken from the Web Program Recorded August 6, 2025 in New YorkOverview of the Supreme Court October 2024 Term [01:23:17]The goal of this segment is for attorneys to better understand:The themes, voting patterns, and leading decisions of the TermOctober 2024 Term decisions from the journalist’s perspectiveHow discretionary jurisdiction allows the Supreme Court to shape its docketSpeakers: Dean Erwin Chemerinsky, Professor Emeritus Martin A. SchwartzJournalist’s Perspective: Joan BiskupicPanelists: Professor Michael C. Dorf, Hon. Harris L. Hartz, Judson O. Littleton, Professor Emeritus Burt Neuborne, Hon. Jed S. Rakoff, Deuel Ross Presentation MaterialCalling Balls and Strikes in the DarkProfessor Emeritus Burt NeuborneMaterials Prepared by Michael C. Dorf - PLI 27th Annual Supreme Court ReviewProfessor Michael C. DorfSupreme Court Review: October Term 2024Dean Erwin ChemerinskyTaking SidesDean Erwin Chemerinsky Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 446320 446320 98 G3016 1:23:59 https://www.pli.edu/programs/supreme-court-review/446317?tCode=WTC5_RSS01 Constitutional law First Amendment Redistricting (Voting rights) Litigation Public interest law and pro bono Taken from the Web Program Recorded August 6, 2025 in New YorkSupreme Court October 2024 Term: Fundamental Rights: Speech, Voting, and Discrimination [01:31:00]The goal of this segment is for attorneys to better understand decisions of the October 2024 Term concerning:Speech: Congressional ban on Tik-Tok foreign ownership; age verification for internet pornography accessReligion: State charter and funding of religious school; parents’ right to object to school use of transgender theme books; charitable organization right to tax exemption on religious groundsVoting: RedistrictingDiscrimination: State bar on medical care for transgender minorsSpeakers: Professor Michael C. Dorf, Professor Tiffany C. Graham, Judson O. Littleton, Professor Emeritus Burt Neuborne, Deuel RossPanelists: Joan Biskupic, Hon. Harris L. Hartz, Hon. Jed S. Rakoff, Professor Theodore M. ShawPresentation MaterialPLI Supreme Court Review 2024-25 Term – First Amendment: Free SpeechProfessor Emeritus Burt NeuborneReligious Charter Schools and the Fight that Wasn'tProfessor Tiffany C. GrahamSyllabus - Mahmoud v. TaylorSyllabus - United States v. SkrmettiSyllabus – Free Speech Coalition v. PaxtonSyllabus – Oklahoma Statewide Charter School Board v. Drummond Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 446317 446317 98 G3016 1:31:00 https://www.pli.edu/programs/ethics-and-conflicts-of-interest-in-law-practice/445913?tCode=WTC5_RSS01 Taken from the Web Program Recorded August 5, 2025 in New YorkEthics and Conflicts of Interest in Law Practice [02:04:54]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 (2025)Ellen L. HayesSelected Conflicts of Interest Cases:Ellen L Hayes,Winston M PaesJoint Order of the Departments of the New York State Supreme Court, Appellate Division, Amending R. 1.10 of the Rules of Professional Conduct (January 2, 2025)Ellen L. HayesPresentation MaterialEthics and Conflicts of Interest in Law Practice 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 445913 445913 98 G3178 2:04:54 https://www.pli.edu/programs/erisa/445909?tCode=WTC5_RSS01 Employee benefits Practice skills (Employee benefits) Regulation, compliance, and enforcement (Employee benefits) Employees Taken from the Web Program Recorded August 4, 2025 in New York2025 ERISA Regulatory Landscape [01:17:34]This panel will provide an overview and discussion of priorities under the Labor Department’s new administration. After completing this session, participants will be able to:Understand the Labor Department’s current prioritiesLearn about possible new areas of regulatory guidanceAnalyze the impact of the Trump Administration’s Executive Orders on the Labor DepartmentSpeakers: Lisa J. Bleier, Erin K. Cho, William E. Ryan III, Chantel SheaksThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hillary E. August, et al., Mayer Brown LLP, United States: Benefits—2024 Highlights and 2025 Outlook (November 27, 2024)Erin K. Cho Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445909 445909 98 G3204 1:18:16 https://www.pli.edu/programs/erisa/445906?tCode=WTC5_RSS01 Asset management Defined contribution plans Exemptions (Qualified professional asset manager) ESG (Securities and other financial products) Taken from the Web Program Recorded August 4, 2025 in New YorkEvolving Trends in Asset Management in 2025 [01:15:54]This panel will address evolving trends in asset management and investment products. After attending this panel, participants will be able to:Analyze current market practice with respect to the use of the QPAM exemptionExplore the latest initiatives expanding access to alternative investments in defined contribution plansEvaluate the America First investment policy and the impact of the political landscape on ESG investingDiscuss whether there is a demand by retail investors for crypto/private placements and evaluate the impediments for doing soPanel Leader: Paul R. KoppelSpeakers: David Pickle, Michelle L. Rappa, Aliya RobinsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Maureen J. Gorman, Mayer Brown LLP, United States: The Long Read—Lifetime Income Products in CITs on the Rise (March 21, 2024)Erin K. ChoU.S. Department of Labor, Employee Benefits Security Administration, Compliance Assistance Release No. 2025-01, 401(k) Plan Investments in “Cryptocurrencies” (May 28, 2025)Aliya Robinson,Paul R. Koppel,David Pickle,Anthony R. SegnaOpinion, Anderson v. Intel Corporation Investment Policy Committee, et al., No. 22-16268 (9th Cir. 2025)Aliya Robinson,Paul R. Koppel,David Pickle,Anthony R. SegnaPresentation MaterialEvolving Trends in Asset Management in 2025 PowerPointPaul R. Koppel, David Pickle, Michelle L. Rappa, Aliya Robinson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445906 445906 98 G3204 1:15:54 https://www.pli.edu/programs/erisa/445894?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 4, 2025 in New YorkEthical Issues for ERISA Practitioners 2025- Understanding Current Internal and External Counsel Issues [01:02:51]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 clientsExplore aspirational aspects of the practice beyond what’s technically requiredPanel Leader: William E. Ryan III Speaker: Andrew L. OringerThe 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. OringerPresentation MaterialEthical Issues for ERISA Practitioners 2025 PowerPointAndrew 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 445894 445894 98 G3204 1:02:51 https://www.pli.edu/programs/erisa/445900?tCode=WTC5_RSS01 Employee benefits Practice skills (Employee benefits) Class actions Employee benefits litigation Taken from the Web Program Recorded August 4, 2025 in New YorkERISA Litigation 2025 Update [01:05:54]This panel will cover the latest developments in ERISA class action litigation. After completing this session, participants will understand the plaintiffs’ and defendants’ perspectives with respect to:Pleading standardsThe appropriateness of information sharing agreementsThe continued evolution of ERISA excessive litigationThe latest in plan forfeiture and PRT litigation Speakers: Caroline E. Bressman, Arthur H. Kohn, Richard E. NowakThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:ERISA Litigation 2025 Update, Key ERISA Provisions, Recent Decisions, and GuidanceCaroline E. Bressman,Arthur H. Kohn,Richard E. NowakPresentation MaterialA Return To Investment Neutrality? DOL Rescinds GuidanceRichard E. NowakERISA Litigation 2025 Update PowerPointCaroline E. Bressman, Arthur H. Kohn, Richard E. NowakThe Current State of The Law in ERISA Forfeitures CasesRichard E. NowakUS Supreme Court Grants Review In One ERISA CaseRichard E. Nowak Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445900 445900 98 G3204 1:06:36 https://www.pli.edu/programs/erisa/445897?tCode=WTC5_RSS01 Employee benefit plans Defined benefit plans Defined contribution plans Qualified plans (Employee benefit plans) Prohibited transactions (Employee benefits) Taken from the Web Program Recorded August 4, 2025 in New YorkERISA Issues Impacting Transactional Practices in 2025 [01:00:34]This panel will offer practical guidance on ERISA issues that often arise in transactional practices. After attending this panel, attendees will be able to:Obtain an understanding of the 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 ERISA fiduciary issues that arise in transactionsAnalyze critical pension liability issues that transaction parties must negotiate or might be triggered by a transactionDevelop an understanding of issues involving tax-qualified plans with employer securitiesSpeakers: Andrew L. Gaines, Ian L. Levin, Alicia C. McCarthy The purchase price of this Web Program segment includes the following article from the Course Handbook available online:2025 Update on Underfunded ERISA Retiree ObligationsAndrew L. GainesPresentation MaterialERISA Issues Impacting Transactional Practices in 2025 PowerPointAndrew L. Gaines, Ian L. Levin, Alicia C. McCarthy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445897 445897 98 G3204 1:01:16 https://www.pli.edu/programs/erisa/445903?tCode=WTC5_RSS01 Employee benefits Employee benefit plans Employee benefits litigation Taken from the Web Program Recorded August 4, 2025 in New YorkHealth and Welfare Issues in 2025 [01:15:54]This panel will cover the latest issues and challenges related to health and welfare plans. After attending this panel, participants will be able to:Explore the latest trends in health and welfare benefits for employeesGain a better understanding of the health benefit litigation landscapeConsider how the political landscape may affect employee coverageSpeakers: Hillary E. August, Adolphus C. Jones, Christine L. Keller, Leah Laben The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Stephanie B. Vasconcellos, Mayer Brown LLP, United States: Health and Welfare Hot Topics (September 25, 2024)Hillary E. AugustGroom Law Group, Publications, One Court Permits Tobacco Premium Surcharge Claims to Proceed Beyond the Pleading Stage, While Dispositive Motions Remain Pending in More Than a Dozen Cases (April 23, 2025)Christine L. KellerGroom Law Group, Publications, Plaintiffs Double Down on Challenges to PBM Arrangements in Class Action Lawsuits Involving Johnson & Johnson and JPMorganChase (March 24, 2025)Christine L. KellerGroom Law Group, Publications, Second Circuit Finds Ambiguity in Retiree Medical Vesting Timeline in Connection with Expired Collective Bargaining Agreement (February 20, 2025)Christine L. KellerGroom Law Group, Publications, Biden Administration Proposes Beefed-Up HIPAA Security Rule  But Prognosis Uncertain (February 17, 2025)Christine L. KellerGroom Law Group, Publications, IRS Provides Tax Guidance Related to State-Run Paid Family and Medical Leave Programs (February 7, 2025)Christine L. KellerGroom Law Group, Publications, Federal District Court Dismisses Another Case Regarding the Cost of Prescription Drug Coverage (January 27, 2025)Christine L. KellerGroom Law Group, Publications, Supreme Court to Decide Legality of ACA’s Preventive Services Mandate (January 22, 2025)Christine L. KellerGroom Law Group, Publications, ERISA Group Health Plans—The New Target in Fee Cases (June 6, 2024)Christine L. KellerPresentation MaterialHealth and Welfare Issues in 2025 PowerPointHillary E. August, Adolphus C. Jones, Christine L. Keller, Leah Laben Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445903 445903 98 G3204 1:15:54 https://www.pli.edu/programs/travel-ban-2025--overview-impacts-and-legal-challenges/443908?tCode=WTC5_RSS01 Practice skills (Immigration and naturalization) Public interest law and pro bono Practice skills (Public interest law and pro bono) On June 4, 2025, President Trump issued Proclamation 10949, which restricts entry into the United States for travelers from 19 countries considered national security risks. The proclamation expands the list of countries previously affected and may include significantly more in the coming months. This briefing will provide an overview of the countries fully and partially banned, exceptions to the ban, implementation, potential expansion, and legal strategies for challenging it post-Trump v. Hawaii.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443908 443908 98 G5523 1:00:56 https://www.pli.edu/programs/advocating-for-veterans-who-have-endured-race-based-discrimination--harassment-in-service/447335?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias Health care Veterans' health Litigation Veterans (Public interest law and pro bono) Taken from the Web Program Recorded August 1, 2025 in San FranciscoAdvocating for Veterans Who Have Endured Race-Based Discrimination & Harassment in Service [01:04:27]The panel will start with a short historical overview of race discrimination in the military and will review the current struggles facing service members of color. They will then discuss how racism in service can impact veterans in a multitude of lasting ways, including how it plays an outsized role in the military justice system and can be the root cause of persistent mental health conditions. The panel will also help advocates understand best practices to assist veteran clients facing these issues, specifically focusing on the avenues available through the Department of Veterans Affairs and the Department of Defense. After completing this program, participants will be able to:  Appreciate the history and current state of race discrimination in the militaryRecognize the lifelong impacts of race-based discrimination or harassment on veteransUnderstand how to advocate for these veterans at the Department of Veterans Affairs and the Department of Defense, including the possible impacts of recent and proposed policy and funding changes in these agenciesPanel Leader: Maureen Siedor, Speakers: Deepa Arora, Amy RosePresentation MaterialArmy Board for Correction of Military Records DecisionDeepa Arora, Amy Rose, Maureen SiedorBoard for Correction of Naval Records DecisionDeepa Arora, Amy Rose, Maureen SiedorBoard of Veterans' Appeals Docket No. 16-01 848Deepa Arora, Amy Rose, Maureen SiedorBoard of Veterans' Appeals Docket No. 17-64 511Deepa Arora, Amy Rose, Maureen SiedorBoard of Veterans' Appeals Docket No. 191203-50845Deepa Arora, Amy Rose, Maureen SiedorBoard of Veterans' Appeals Docket No. 95-28 300Deepa Arora, Amy Rose, Maureen SiedorDepartment of Defense Memo: Clarifying Guidance to Military Discharge Review Boards and Boards for Correction of Military/Naval RecordsDeepa Arora, Amy Rose, Maureen SiedorDepartment of Defense Memo: Guidance to Military Discharge Review Boards and Boards for Correction of Military/Naval Records Regarding Equity, Injustice, or Clemency DeterminationsDeepa Arora, Amy Rose, Maureen SiedorDepartment of Defense Memo: Restoring America's Fighting ForceDeepa Arora, Amy Rose, Maureen SiedorDepartment of Defense Memo: Reviewing the Department's Military Educational Institution Library CollectionsDeepa Arora, Amy Rose, Maureen SiedorDepartment of Defense Memo: Supplemental Guidance to Military Boards for Correction of Military/Naval Records Considering Discharge Upgrade Requests by Veterans Claiming Post Traumatic Stress Disorder (September 2014)Deepa Arora, Amy Rose, Maureen SiedorDiscretionary Injustice: How Racial Disparities in the Military’s Administrative Separation System Harm Black VeteransDeepa Arora, Amy Rose, Maureen SiedorDiversity, Inclusion, and Equal Opportunity in the Armed Services: Background and Issues for CongressDeepa Arora, Amy Rose, Maureen SiedorLynching in America: Targeting Black VeteransDeepa Arora, Amy Rose, Maureen SiedorReferences For Advocating For Veterans Who Experienced Race Based Discrimination In The MilitaryDeepa Arora, Amy Rose, Maureen SiedorThe White House Presidential Actions: Restoring America's Fighting ForceDeepa Arora, Amy Rose, Maureen Siedor Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447335 447335 98 G5539 1:04:27 https://www.pli.edu/programs/insurance-company-capital-markets-solutions/442930?tCode=WTC5_RSS01 Capital markets Insurance Insurance companies Regulation, compliance, and enforcement (Insurance) Regulation, compliance, and enforcement (Securities and other financial products) Insurance companies have been busily accessing the capital markets in 2024 and in 2025—with traditional debt offerings, as well as with hybrid capital and structured solutions, including P-CAPs and funding-agreement backed notes (FABNs) transactions. In fact, the volume of FABN issuance is on track to outpace that of the last few years. Insurance companies must take into account legal and regulatory considerations in evaluating their funding and capital-raising alternatives.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442930 442930 98 G5519 1:04:26 https://www.pli.edu/programs/property-rights-law-in-digital-assets-in-the-united-kingdom/447502?tCode=WTC5_RSS01 Commercial law Intellectual property International law Technology Digital assets Taken from the Web Program Recorded July 30, 2025 in San FranciscoProperty Rights Law in Digital Assets: United Kingdom [01:01:57]After completing this session, participants will be able to:Understand the current landscape around property rights concepts in the United KingdomAssess the 2024 proposed Property Bill covering digital assets in the United KingdomLearn how to evaluate the lens of applicable Tokenization Spotlights Recognize what lies ahead in the country based on current market trendsChinedu Ezetah, Ferdisha SnaggPresentation MaterialHandout: Cryptoasset Regulation: A Comparative Analysis of UK And EU RegimesFerdisha SnaggHandout: Law Commission, Digital Assets - Summary of final reportFerdisha Snagg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447502 447502 98 G5508 1:01:57 https://www.pli.edu/programs/property-rights-law-in-digital-assets-under-international-standards/447505?tCode=WTC5_RSS01 Commercial law Intellectual property Copyright Technology Digital assets Taken from the Web Program Recorded July 30, 2025 in San FranciscoProperty Rights Law in Digital Assets: International Standards [01:03:02]After completing this session, participants will be able to:Understand the current standards around digital property rights concepts under the international standard setting bodiesDiscover the importance of UNIDROIT in creating a consistent international global standard for digital assets Learn how to assess the lens of applicable Tokenization Spotlights Recognize what lies ahead in the globally based on current market trendsChinedu Ezetah, Alexander TollastPresentation MaterialHandout: The private law treatment of Digital Assets in France and the United KingdomAlexander TollastHandout: Comparison of private law treatment in relation to digital assets in Hong Kong, Japan and SingaporeAlexander Tollast Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447505 447505 98 G5509 1:03:02 https://www.pli.edu/programs/investment-management-institute/445618?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Cryptocurrencies Digital assets Taken from the Web Program Recorded July 29 - 30, 2025 in New YorkEmerging Developments in Digital Assets, Crypto and Tokenization [01:02:51]This panel will address trending issues in the digital space. After completing this session, participants will be able to:Gain insight into the administration’s potential reforms to digital asset regulationFamiliarize themselves with recent initiatives led by the SEC’s Crypto Task ForceUnderstand key considerations for custody of digital assets by regulated funds and private and potential regulatory enhancementsImprove their understanding of the tokenization of fund sharesCybersecurity, Privacy and Data Protection - General credit in NY IAPP Privacy credit for Privacy ProfessionalsJake Chervinsky, Jesse P. Kanach, Sumeera Younis, Zachary J. ZweihornThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Staff Guidance, Division of Trading and Markets: Frequently Asked Questions Relating to Crypto Asset Activities and Distributed Ledger Technology (Updated May 15, 2025)Ryan Brizek,Marie-Louise M. HuthU.S. Securities and Exchange Commission, Commissioner Hester M. Peirce, New Paradigm: Remarks at SEC Speaks, Washington, D.C. (May 19, 2025)Ryan Brizek,Marie-Louise M. HuthSimpson Thacher, Memorandum, New Guidance from the SEC’s Division of Trading and Markets Signals a Welcome Shift on the SEC’s Approach to Crypto Asset Activities and Distributed Ledger Technology (May 20, 2025)Ryan P. BrizekPresentation MaterialSegment PowerPoint: Emerging Developments in Digital Assets, Crypto and TokenizationJake Chervinsky, Jesse P. Kanach, Sumeera Younis, Zachary J. Zweihorn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445618 445618 98 G3163 1:02:51 https://www.pli.edu/programs/investment-management-institute/445612?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Taken from the Web Program Recorded July 29 - 30, 2025 in New YorkEnforcement and Litigation Trends in Investment Management [00:58:23]This panel will address enforcement issues in the investment space. After completing this session, participants will be able to:Understand current SEC enforcement prioritiesGain an understanding on the recent changes to the Division of EnforcementLearn about best practices when interfacing with SEC EnforcementAdam Aderton, Andrew Dean, Michael K. Isenman, Lori A. Martin, Julie M. Riewe, Corey A. 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 Announces Enforcement Results for Fiscal Year 2024 (November 22, 2024)Ryan Brizek,Marie-Louise M. HuthSimpson Thacher, Publications, SEC Announces Enforcement Results for Fiscal Year 2024 (Registered Funds Regulatory Update) (January 6, 2025)Ryan P. BrizekSimpson Thacher, Regulatory and Enfrocement Alert, DOJ Criminal Division Unveils New Guidance on Self-Reporting and Enforcement Priorities for Corporate and White-Collar Crime (May 14, 2025)Ryan P. Brizek Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445612 445612 98 G3163 0:58:23 https://www.pli.edu/programs/investment-management-institute/445606?tCode=WTC5_RSS01 Corporate partnerships Tender offers Investment fund management Taken from the Web Program Recorded July 29 - 30, 2025 in New YorkDevelopments in Evergreen Fund Structures to Access Private Markets [00:59:55]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 managersGain a deeper understanding of the differences between interval funds and tender offer funds and related sales channelsLearn about unregistered structures to access private markets through the wealth channel, including retail 3(c)(7) funds and operating companiesUnderstand the current regulatory landscape impacting choice of product structureRyan P. Brizek, Lori Hoffman, Kristin N. Jumper, Kevin Michel, Patrick QuinnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sullivan & Cromwell LLP, S&C Quarterly, Investment Management Newsletter (Q1 2025)Marie-Louise M. HuthSullivan & Cromwell LLP, S&C Quarterly, Investment Management Newsletter (Q4 2024)Marie-Louise M. HuthPresentation MaterialSegment PowerPoint: Developments in Evergreen Fund Structures to Access Private MarketsRyan Brizek Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445606 445606 98 G3163 1:00:37 https://www.pli.edu/programs/investment-management-institute/445603?tCode=WTC5_RSS01 Investment fund management Exchange-traded funds Taken from the Web Program Recorded July 29 - 30, 2025 in New YorkCurrent Developments in Exchange-Traded Funds [00:59:34]This panel will address current issues and trends in ETFs. After completing this session, participants will be able to:Understand recent policy developmentsLearn about the evolution of ETFs and current innovation opportunitiesUnderstand current regulatory challenges and areas where there is opportunity for growthLaura E. Flores, Trace W. Rakestraw, Jay Spinola, Tiina Vaisanen, Max J. Vogel The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Anne C. Choe, et al., Willkie Farr & Gallagher LLP, Client Alert, SEC Adopts Modernization of Disclosure Framework for Mutual Funds and ETFs and Advertising Rules for Investment Companies (November 22, 2022)Patrick (Jay) SpinolaU.S. Securities and Exchange Commission, Press Release, SEC Charges Advisory Firm and Part-Owner for Breach of Fiduciary Duty in Connection with Use of Leveraged ETFs (May 4, 2023)Ryan Brizek,Marie-Louise M. HuthU.S. Securities and Exchange Commission, Division of Investment Management Staff, Statement, Staff Statement Regarding the Risk Legend Used by Non-Transparent Exchange-Traded Funds Operating in Reliance of an Exemptive Order Under the Investment Company Act of 1940 (March 29, 2023)Ryan Brizek,Marie-Louise M. HuthPresentation MaterialSegment PowerPoint: Current Developments in Exchange-Traded FundsLaura E. Flores, Trace W. Rakestraw, Jay Spinola, Tiina Vaisanen, Max J. Vogel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445603 445603 98 G3163 0:59:34 https://www.pli.edu/programs/investment-management-institute/445600?tCode=WTC5_RSS01 Investment fund management Taken from the Web Program Recorded July 29 - 30, 2025 in New YorkThe Convergence of Public and Private Credit Markets [01:00:38]This panel will address the accelerating convergence of public and private credit markets and related fund structures. After completing this session, participants will be able to:Learn about the convergence of public and private credit and product development initiativesUnderstand the proliferation of strategies to access the private credit marketsBetter understand the reasons to structure a private credit fund as an interval fund or a BDCRyan Brizek, Dwaune L. Dupree, Kevin T. Ercoline, Nadeea ZakariaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Dechert LLP, Private Credit and Traditional Banks Forge a New Path (April 16, 2024)Nadeea R. ZakariaDechert LLP, Changes to the EU Loan Origination Landscape—How Are Private Credit Funds Impacted? (May 28, 2024)Nadeea R. ZakariaDechert LLP, In Partnership: Trends in Private Credit Fund StructuringNadeea R. ZakariaPresentation MaterialSegment PowerPoint: The Convergence of Public and Private Credit MarketsDwaune L. Dupree, Kevin T. Ercoline, Shirley Hambelton, Michael Schechner, Nadeea R. Zakaria Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445600 445600 98 G3163 1:00:38 https://www.pli.edu/programs/investment-management-institute/445597?tCode=WTC5_RSS01 Gatekeepers Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Professional conduct Investment fund management Taken from the Web Program Recorded July 29 - 30, 2025 in New YorkLegal Ethics Issues for Investment Management Attorneys [01:01:15]This panel will examine the legal ethics rules that often come into play in investment management matters. After completing this session, participants will be able to:Understand how the SEC Rules of Professional Responsibility for issuer’s counsel compare to the legal ethics rulesAnalyze the role of the investment adviser’s counsel in reporting material violations to fund counselRecognize the legal ethics rules attorneys need to know when serving as a gatekeeper protecting the publicAndrew M. LawrenceThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Andrew M. Lawrence, Desislava K. Hamilton and Devin J. Benavidez, Appearing and Practicing Before the SEC: Ethical Considerations for Corporate Counsel (Substantive Outline)Andrew M. LawrencePresentation MaterialSegment PowerPoint: Legal Ethics Issues for Investment Management AttorneysAndrew M. Lawrence Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445597 445597 98 G3163 1:01:57 https://www.pli.edu/programs/investment-management-institute/445609?tCode=WTC5_RSS01 Investment fund management Taken from the Web Program Recorded July 29 - 30, 2025 in New YorkDistribution Trends in the Retirement Channel and Potential Regulatory Evolution [01:00:31]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 investmentsLearn about new product structures being offered in the retirement marketEric M. Diamond, James Hannigan, Kasey Lekander, Kevin L. WalshThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Simpson Thacher, Securities Law Alert, Supreme Court: Settles Circuit Split on Pleading Standards for Prohibited-Transaction Claims (May 23, 2025)Ryan P. BrizekSimpson Thacher, Memorandum, Texas Circuit Court Finds ESG Elements of American Airlines’ 401(k) Plans Violate ERISA Fiduciary Duties (January 13, 2025)Ryan P. BrizekSullivan & Cromwell LLP, Memo, Texas District Court Addresses Fiduciary Duty and Conflict of Interest in 401(k) Plan Investments (February 5, 2025)Marie-Louise M. HuthPresentation MaterialCourse Materials: Department Of Labor GuidanceEric M. Diamond, James Hannigan, Kasey Lekander, Kevin L. WalshCourse Materials: DOL IssuesEric M. Diamond, James Hannigan, Kasey Lekander, Kevin L. WalshCourse Materials: Framework for ConsiderationEric M. Diamond, James Hannigan, Kasey Lekander, Kevin L. WalshCourse Materials: Modernization of DC Plan InvestmentsEric M. Diamond, James Hannigan, Kasey Lekander, Kevin L. Walsh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445609 445609 98 G3163 1:00:31 https://www.pli.edu/programs/investment-management-institute/445615?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Taken from the Web Program Recorded July 29 - 30, 2025 in New YorkSEC Compliance and Examination Issues for Advisers and Funds [00:59:40]This panel will address key issues faced by advisors and funds. After completing this session, participants will be able to:Understand the current examination prioritiesLearn about best practices when interfacing with SEC exams staffLearn how to respond to deficienciesKevin M. Bopp, Carlo di Florio, Melissa Harke, Marie-Louise M. HuthThe 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 2025 Examination Priorities (October 21, 2024)Ryan Brizek,Marie-Louise M. HuthU.S. Securities and Exchange Commission, Keith Cassidy, Acting Director, Division of Examinations, Speech, Regulation S-P— Back to the Future, Washington, D.C. (May 14, 2025)Ryan Brizek,Marie-Louise M. HuthSimpson Thacher, Publications, SEC Issues Names Rules FAQs and Extends Compliance Dates (Registered Funds Regulatory Update) (April 8, 2025)Ryan P. BrizekPresentation MaterialCourse Materials: 2025 Exam PrioritiesKevin M. Bopp, Carlo di Florio, Melissa R. Harke, Marie-Louise M. HuthCourse Materials: Investment AdvisorsKevin M. Bopp, Carlo di Florio, Melissa R. Harke, Marie-Louise M. HuthCourse Materials: Registered InvestmentKevin M. Bopp, Carlo di Florio, Melissa R. Harke, Marie-Louise M. HuthSegment PowerPoint: SEC Compliance and Examination Issues for Advisers and FundsKevin M. Bopp, Carlo di Florio, Melissa R. Harke, Marie-Louise M. Huth Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445615 445615 98 G3163 0:59:40 https://www.pli.edu/programs/investment-management-institute/445621?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Taken from the Web Program Recorded July 29 - 30, 2025 in New YorkSEC Division of Investment Management’s Strategic Agenda [00:59:22]This panel will address current developments under the new SEC leadership. After completing this session, participants will be able to:Understand recent actions by the SEC to grant novel exemptive reliefGain a better understanding of the SEC’s priorities under the new administrationLearn about recent regulatory actions and their implications for proposed and adopted rulesRyan P. Brizek, Bradley Gude, Marie-Louise M. Huth, Brian M. JohnsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Paul S. Atkins, Chairman, Prepared Remarks Before SEC Speaks, Washington, D.C. (May 19, 2025)Ryan Brizek,Marie-Louise M. HuthSimpson Thacher, Memorandum, Up Next from the SEC: Increased Co-Investment Flexibility (April 21, 2025)Ryan P. Brizek Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445621 445621 98 G3163 1:00:04 https://www.pli.edu/programs/property-rights-law-in-digital-assets-in-the-apac-region/447500?tCode=WTC5_RSS01 Intellectual property Copyright International law Technology Digital assets Taken from the Web Program Recorded July 29, 2025 in San FranciscoProperty Rights Law in Digital Assets: APAC Region [01:01:16]After completing this session, participants will be able to:Understand the current landscape around property rights concepts in the APAC regionDiscover trends in key jurisdictions like Singapore Learn how to assess the lens of applicable Tokenization Spotlights Recognize what lies ahead in the region based on current market trendsPeiying Chua, Chinedu EzetahPresentation MaterialHandout: Property Rights Law in Digital Assets in the APAC Region (Outline)Peiying Chua, Chinedu Ezetah Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447500 447500 98 G5507 1:01:16 https://www.pli.edu/programs/property-rights-law-in-digital-assets-in-the-united-states/448186?tCode=WTC5_RSS01 Intellectual property Copyright Practice skills (Intellectual property) Technology Digital assets Taken from the Web Program Recorded July 29, 2025 in San FranciscoProperty Rights Law in Digital Assets: United States [00:59:31]After completing this session, participants will be able to:Understand the current landscape around property rights concepts in the United StatesDiscover the foundational role of National Conference of Commissioners on Uniform State Laws (the Uniform Law Commission) and the American Law InstituteLearn about UCC Art 12 and its core limitationsRecognize tokenization spotlightsChinedu Ezetah, Ferdisha SnaggPresentation MaterialHandout: Property Rights Law in Digital Assets in the United StatesChinedu Ezetah Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 448186 448186 98 G5506 0:59:31 https://www.pli.edu/programs/technology-upskilling-pathways-for-in-house-legal-professionals/447944?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 29, 2025 in New YorkTechnology Upskilling Pathways for In-House Legal Professionals [01:03:17]Presentation MaterialAI-Enhanced Workflow for M&A Deal ManagementIdris N. McKelveyMicrosoft Copilot Agent for Patent Analysis – Chat TranscriptIdris N. McKelveyTechnology Upskilling Pathways for In-House Legal ProfessionalsIdris N. McKelvey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 447944 447944 98 G5529 1:03:17 https://www.pli.edu/programs/municipal-law-institute/445517?tCode=WTC5_RSS01 Mediation Negotiation (Dispute resolution) Municipal law Government lawyers Taken from the Web Program Recorded July 28, 2025 in New YorkThe Intersection Between Negotiation, Mediation, Decision Making and Neuroscience [01:30:16]This presentation will apply key insights from the exciting field of neuroscience to the processes of negotiation, mediation and decision making. Participants will explore the structure of the brain including the prefrontal cortex and limbic system and how these and other areas of the brain may be associated with specific aspects of negotiation and mediation behavior. After completing this session, participants will:Understand the difference between gut feelings and reasonRecognize the often-underappreciated importance of opening statements, non-verbal communication and cognitive barriers to effective listening and settlementUtilize their knowledge of concepts including priming, framing/reappraisal, and dopamine and their connection to common negotiator and mediator techniquesSkills credit for NY Attorneys Daniel M. WeitzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Brains Behind Mediation: Reflections on Neuroscience, Conflict Resolution and Decision-Making, 12 Cardozo J. of Conflict Resolution 471 (2011)Daniel M. WeitzPresentation MaterialNegotiation, Mediation, Decision Making and Neuroscience (PowerPoint Slides)Daniel M. Weitz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445517 445517 98 G3141 1:30:58 https://www.pli.edu/programs/municipal-law-institute/445519?tCode=WTC5_RSS01 First Amendment Civil procedure Municipal law Government lawyers Public interest law and pro bono Taken from the Web Program Recorded July 28, 2025 in New YorkSupreme Court Update for Municipal Lawyers [01:31:20]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 2024Focus on cases of significance for local government lawyersIncluding a look at antidiscrimination law, First Amendment religious liberty cases, civil procedure updates, Supreme Court decisions involving public schools, and other key topicsLook ahead to October Term 2025Richard 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 16, 2025)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 445519 445519 98 G3141 1:31:20 https://www.pli.edu/programs/municipal-law-institute/445521?tCode=WTC5_RSS01 Cybersecurity and data protection Government lawyers Technology Generative AI Taken from the Web Program Recorded July 28, 2025 in New YorkTechnology Developments: Cybersecurity and AI for Local Government Lawyers [01:34:32]This presentation will provide an overview of what municipal lawyers need to know about cybersecurity threats and what each lawyer can do to help their municipal entity run an effective cybersecurity program. Attendees will also hear about latest Gen AI use cases and mitigating cyber risks including those presented by Gen AI technology. After completing this session, participants will be better able to:Understand the latest technological developments that they may need to know to do effective counselingLearn pertinent legal and regulatory developments related to cyber and data protection effortsGrasp best practices for individual municipal attorneys and what each can do to further cybersecurity work and mitigate risk in a solutions-oriented mannerFormulate an incident preparation, response, and investigation protocolGive effective counsel to clients on contractual provisions related to system, network, and machine securityIdentify what’s coming down the pipeline and possible Gen AI use cases for litigators and in-house municipal attorneysCybersecurity, Privacy and Data Protection - General credit in NY CFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  CIP-CEU credit for Certified Information Professionals Anna Mercado Clark, Kelly Moan, Michael Pastor, Joshua P. RubinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Select Resources: Technology Developments: Cybersecurity and AI for Local Government Lawyers (May 2025)Michael Pastor,Joshua P. Rubin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445521 445521 98 G3141 1:35:14 https://www.pli.edu/programs/municipal-law-institute/445515?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Professional conduct Municipal law Government lawyers Taken from the Web Program Recorded July 28, 2025 in New YorkEthics for Municipal Lawyers [01:32:44]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 best practices when ethical issues ariseReview ethical duties that can arise in select areas such as career transitions and technological developmentsJohn A. Owens, Jr., Bonnie SilvestriThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics Materials Outline: Select Resources (May 2025)John A. Owens,Bonnie SilvestriPresentation MaterialEthics for Municipal Lawyers (PowerPoint Slides)John A. Owens, Jr., Bonnie SilvestriHandout: Additional Resource - Link to NYCBA Formal Ethics Opinion 2025-1John A. Owens, Jr., Bonnie Silvestri Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445515 445515 98 G3141 1:32:44 https://www.pli.edu/programs/software-development-ai-and-copyrights-what-you-need-to-know/442392?tCode=WTC5_RSS01 Intellectual property Copyright Technology Artificial intelligence Software In today's rapidly evolving technological landscape, the intersection of software development, artificial intelligence, and copyright law has become increasingly complex. As these fields continue to advance, understanding the legal landscape is crucial for developers, businesses, and legal practitioners. This program will delve into key topics such as derivative works, fair use, and AI-generated content, providing practical insights and real-world examples. Our distinguished faculty, with deep expertise in these areas, will offer actionable strategies for navigating the complex legal landscape, protecting innovations, and staying ahead in the competitive tech industry. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442392 442392 98 G5479 1:01:15 https://www.pli.edu/programs/hague-convention-on-international-child-abduction-case-law-and-training-for-advocates-and-attorneys-working-with-survivors-of-domestic-violence/442093?tCode=WTC5_RSS01 Domestic violence International litigation Public interest law and pro bono Survivors of domestic violence who cross international borders with their children to flee abuse may find themselves in complex legal situations that often culminate in survivors needing to defend themselves in cases filed under the Hague Convention on the Civil Aspects of International Child Abduction (the “Hague Convention”). This briefing will provide an overview of the Hague Convention and its federal implementing legislation. It will describe the role of the State Department in these cases, the basic framework of Hague litigation in the U.S., and strategic issues to consider when representing survivors in a Hague case. The presenters will discuss Golan v. Saada, the most recent Hague Convention U.S. Supreme Court case and case law that has developed in the aftermath of Golan, including with respect to the grave risk defense, challenges to habitual residence, the mature child objection, and the one year and settled defense.  This session is appropriate for advocates and attorneys across the country and will focus on federal statutory and case law.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442093 442093 98 G5489 1:02:21 https://www.pli.edu/programs/childrens-law-institute/445428?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 25, 2025 in New YorkThe Impact of Matter of Sapphire W. on New York Family Court Proceedings [01:02:35]This session will provide an overview of the decision in Matter of Sapphire W. and discuss its implications for Family Court practice in Article 10 cases. After completing this session, participants will be able to:Identify the type of Family Court orders issued in the Sapphire W. case that led to the controversy and understand the reasoning behind the Sapphire W. appellate decisionDistinguish between the types of non-respondent parents affected by the ruling and those still subject to supervision ordersAdapt their advocacy to comply with the ruling, including at intakeUnderstand what supervision orders require ACS/DSS to do and discuss how they affect familiesFollow ongoing developments following the Sapphire W. decisionZoe Allen, Patrick Crisp, Ian SangenitoPresentation MaterialMatter of Sapphire W (Kenneth L) HandoutZoe Allen, Patrick Crisp, Ian SangenitoMcKinney's Family Court Act 1017. Placement of children HandoutZoe Allen, Patrick Crisp, Ian SangenitoThe Impact of Matter of Sapphire W. on New York Family Court ProceedingsZoe Allen, Patrick Crisp, Ian Sangenito Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445428 445428 98 G3132 1:02:35 https://www.pli.edu/programs/childrens-law-institute/445425?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 25, 2025 in New YorkRights of Transgender and Non-Binary Youth in the Child Welfare and Juvenile Law System [01:30:17]This session will discuss the rights of transgender and non-binary youth in the child welfare and juvenile law system, with a specific focus on NYC and NYS, including the impact of recent actions by the federal government and Supreme Court relating to transgender and non-binary people. After completing this session, participants will be able to:Understand their professional obligations relating to representing transgender and non-binary youth in NYS courtExplain the legal rights of transgender and non-binary youth in the NYS child welfare and juvenile law systemLearn best practices for supporting and affirming transgender and non-binary youth clientsUnderstand the impact of recent federal actions on the transgender and non-binary youth clients in the child welfare and juvenile law systemSteven Gordon, Erin Beth HarristPresentation MaterialRights of Transgender and Non-Binary Youth in the Child Welfare and Juvenile Law SystemSteven Gordon, Erin B. HarristTrans & Non-Binary Youth HandoutSteven Gordon, Erin B. Harrist Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445425 445425 98 G3132 1:30:59 https://www.pli.edu/programs/childrens-law-institute/445422?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 25, 2025 in New YorkEffectively Using Expert Witnesses in New York Family Court Proceedings [01:01:56]This session will provide strategies for preparing, examining, and challenging expert testimony in family court cases. Participants will explore the strategic use of experts, understand applicable legal standards, and develop skills for effective expert collaboration. The session will include real-world examples, case law, and opportunities for interactive discussion.Define the standards for expert testimony and discuss potential experts and fact patterns in family court and what expert opinions may be properly considered.Learn best practices for collaborating with experts including witness preparation and using expert opinions in case theory and strategyLearn techniques for laying a strong evidentiary foundation for expert opinionsDevelop effective techniques for voir dire and cross-examination of expert witnesses, including how to challenge methodology, bias, and credibilityGain insight on relevant literature on expert testimony and its implications on Family Court practice. Salilah Denman, Maddy MercerPresentation MaterialEffectively Using Expert Witnesses in New York Family CourtSalilah Denman, Madeleine MercerExpert Witnesses HandoutSalilah Denman, Madeleine Mercer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445422 445422 98 G3132 1:01:56 https://www.pli.edu/programs/childrens-law-institute/445431?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 25, 2025 in New YorkLegal Updates in Child Welfare and Juvenile Justice Law [01:38:15]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 proceedings Randy A. Hertz, Emily S. WallPresentation MaterialChild Welfare Case Law Updates HandoutRandy A. Hertz, Emily S. WallJuv Delinq Caselaw Updates HandoutRandy A. Hertz, Emily S. WallLegal Updates in Child Welfare and Juvenile Justice LawEmily S. Wall Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445431 445431 98 G3132 1:38:15 https://www.pli.edu/programs/childrens-law-institute/445419?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 25, 2025 in New YorkEthical Obligations for Attorneys Working in Delinquency Court [01:02:14]This session will discuss the direct representation of youth by defense counsel when a child is charged as a juvenile delinquent and cover the challenges that arise when a parent or guardian learns that the legal team is guided by the express interests of their child, and not them. After completing this session, participants will be able to:Understand the complexities of representing youth directly and how attorney-client privilege is affected when speaking with the child's family.Explain the ethical obligations of defense counsel when communicating with youth, including determining the mental capacity of a child and advocating if it is determined that the child has diminished capacity.Learn best practices for communicating with youth in an age-appropriate manner, including clear, concise explanations of the court process and allegations.Understand the ethical challenges of investigating juvenile delinquency cases where the complainants or witnesses are children themselves, and the complexities that arise when Corporation Counsel is investigating and prosecuting a family offense.Rebecca Gibson, Natalie Peeples, Nikki WoodsPresentation MaterialApplication of Gault HandoutRebecca Gibson, Natalie Peeples, Nikki WoodsEthical Obligations Delinquency Court HandoutRebecca Gibson, Natalie Peeples, Nikki WoodsEthical Obligations for Attorneys Working in Delinquency CourtRebecca Gibson, Natalie Peeples, Nikki Woods Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445419 445419 98 G3132 1:02:14 https://www.pli.edu/programs/defending-immigration-removal-proceedings/445273?tCode=WTC5_RSS01 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 24, 2025 in New YorkImmigration: Cancellation of Removal and Other Relief for the Criminal Defendant in Removal Proceedings [01:00:33]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 remediesFrances Hartmann, Elana Rodman-SolomonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample NTAs (Notice to Appear)Frances Hartmann,Elana Rodman-SolomonSample Index for Cancellation of Removal (42A): Documentation in Support of Respondent’s Application for Cancellation of Removal for Lawful Permanent ResidentsFrances Hartmann,Elana Rodman-SolomonSample Index for Cancellation of Removal (42B): Documentation in Support of Respondent’s Application for Cancellation of Removal and Adjustment of Status for Certain Nonpermanent ResidentsFrances Hartmann,Elana Rodman-SolomonSample Index for Cancellation of Removal (42B): Respondent’s Proposed Exhibits in Support of Application for Non-LPR Cancellation of RemovalFrances Hartmann,Elana Rodman-SolomonPost-Padilla Post-Conviction Relief in New York State CourtsFrances Hartmann,Elana Rodman-SolomonImmigrant Defense Project (IDP), Immigration Consequences of Crimes Summary Checklist (2025)Frances Hartmann,Elana Rodman-SolomonImmigrant Defense Project (IDP), How Can I Learn What Happened in My Criminal Court Case in New York State?, Immigration Defense Project (Updated February 2025)Frances Hartmann,Elana Rodman-SolomonPresentation Material5. Cancellation of Removal and Other Relief for the Criminal Defendant in Removal Proceedings (PowerPoint Slides)Frances Hartmann, Elana Rodman-Solomon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445273 445273 98 G3134 1:01:15 https://www.pli.edu/programs/defending-immigration-removal-proceedings/445279?tCode=WTC5_RSS01 Asylum status Removal proceedings (Immigration and naturalization) Public interest law and pro bono Taken from the Web Program Recorded July 24, 2025 in New YorkImmigration and Recent Developments in Asylum Law [01:03:21]This presentation will summarize asylum relief that may be available to immigrants facing removal and recent relevant developments in asylum law. After completing this session, participants will be able to:Understand how asylum comes up in removal proceedingsReview the basic elements as provided under Immigration and Nationality Act (INA) and case lawFocus on the obstacles that surface most frequently for applicants in removal proceedings such as firm resettlement, the one-year filing deadline, obtaining supporting documentationDistinguish the Convention Against Torture (CAT) from asylum and withholding of removalFocus on recent developmentsHeather Axford, Sarah Deri OshiroThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Asylum Eligibility Checklist (May 2025)Heather Y. Axford,Sarah Deri OshiroCircumvention of Lawful Pathways (CLP) vs. Securing the Border (STB) (Chart)Heather Y. Axford,Sarah Deri OshiroCentral American Legal Assistance (CALA), Zelaya-Moreno v. Wilkinson: A Political Opinion Road MapHeather Y. Axford,Sarah Deri OshiroUnpublished Board of Immigration Appeals (BIA) Decision Re: Pro Se Adjudication (February 10, 2025)Heather Y. Axford,Sarah Deri OshiroPresentation Material3. Representing Asylum Seekers in Removal Proceedings (PowerPoint Slides)Heather Y. Axford, Sarah Deri Oshiro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445279 445279 98 G3134 1:04:03 https://www.pli.edu/programs/defending-immigration-removal-proceedings/445276?tCode=WTC5_RSS01 Removal proceedings (Immigration and naturalization) SIJS Vulnerable populations Public interest law and pro bono Taken from the Web Program Recorded July 24, 2025 in New YorkImmigration: Representing Children and Protected Victims in Removal Proceedings [01:02:54]This presentation will provide an overview of relief pathways specific to children and victims of abuse, violence, trafficking, and crime and will discuss the procedural posture for seeking such relief for those in removal proceedings. After completing this session, participants will be better able to:Identify select relief including Special Immigrant Juvenile Status (SIJS), U and T visas and Violence Against Women (VAWA)-based reliefFocus on the process for seeking these forms of relief while in removalReview common obstacles and strategies for helping clientsConsider best practices for representation and for pro bono opportunitiesPooja Asnani The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Pooja Asnani, Carolien Hardenbol and Sharon Katz, Representing Noncitizen Victims of Crime in Removal Proceedings (Updated May 2025)Pooja AsnaniPresentation Material4. Representing Children and Protected Victims in Removal Proceedings (PowerPoint Slides)Pooja Asnani Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445276 445276 98 G3134 1:03:36 https://www.pli.edu/programs/defending-immigration-removal-proceedings/445282?tCode=WTC5_RSS01 Confidentiality (Ethics and professional responsibility) Ethical issues (Ethics and professional responsibility) Removal proceedings (Immigration and naturalization) Public interest law and pro bono Taken from the Web Program Recorded July 24, 2025 in New YorkEthical Issues and Immigration Law [01:02:12]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 representationUnderstand new policy considerations and the intersection with the long-established role of disciplinary authorities who review attorney conductDiscuss ethical expectations of immigration practice and the provision of pro bono services as a professional responsibilityKenneth 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, American Immigration Lawyers Association (November 16, 2020)Kenneth Craig DobsonCyrus D. Mehta and Kaitlyn Box, Ethical Obligations of the Attorney to Safeguard Information About a Client’s Whereabouts with a Removal Order Under Trump 2.0 (December 1, 2024)Cyrus D. MehtaPresentation Material2. 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 445282 445282 98 G3134 1:02:12 https://www.pli.edu/programs/defending-immigration-removal-proceedings/445285?tCode=WTC5_RSS01 Removal proceedings (Immigration and naturalization) Public interest law and pro bono Taken from the Web Program Recorded July 24, 2025 in New YorkImmigration: Removal Proceedings Fundamentals and Current Developments [01:15:35]This presentation will provide an overview of removal proceedings as well as an update on current developments. After completing this session, participants will be better able to:Understand the basics of removal proceedingsReview how certain kinds of relief can intersect with the removal processFocus on new and breaking developments impacting respondents in removal proceedingsExamine recent Executive OrdersReview Laken Riley Act and other recent developmentsPanel Leader: Parisa KaraahmetSpeakers: Barbara Camacho, Cheryl DavidThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Immigration Relief Hot Topics Under the 2025 Trump Administration (May 2025)Barbara Camacho,Cheryl R. DavidPresentation Material1. Immigration: Removal Proceedings Fundamentals and Current Developments (PowerPoint Slides)Barbara Camacho, Cheryl R. David, Parisa Karaahmet Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445285 445285 98 G3134 1:15:35 https://www.pli.edu/programs/defending-immigration-removal-proceedings/445270?tCode=WTC5_RSS01 Removal proceedings (Immigration and naturalization) Public interest law and pro bono Taken from the Web Program Recorded July 24, 2025 in New YorkImmigration: Post-Order Relief and Stays of Removal [01:06:23]This presentation will address post-order relief and stays of removal. After completing this session, participants will be better able to:Understand 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.)Paige 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 (Outline) (May 2025)Paige Austin,Melissa Chua,Andrea SáenzPresentation Material6. Motions to Reopen and Current Post-Order Issues (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 445270 445270 98 G3134 1:06:23 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/445152?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 22 - 23, 2025 in San FranciscoThe Accounting Cycle and Comparative Accounting: GAAP, IFRS, and Accounting Frameworks [01:18:30]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 MaterialSegment PowerPoint: The Accounting 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 445152 445152 98 G3176 1:19:12 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/445143?tCode=WTC5_RSS01 Accounting and financial reporting Cash flows (Securities filings and financial statements) Taken from the Web Program Recorded July 22 - 23, 2025 in San FranciscoInsights from the Statement of Cash Flows [01:15:55]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 diligenceJorge A. Amador, Lowell A. Jobe, Tim ShermanThe 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 MaterialSegment PowerPoint: Insights from the Statement of Cash FlowsJorge A. Amador, Lowell A. Jobe, CPA, Tim Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445143 445143 98 G3176 1:16:37 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/445137?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 22 - 23, 2025 in San FranciscoUpdate on Accounting-Related Regulatory and Enforcement Trends [01:15:50]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 diligenceDerrick Farrell, Daniel H. R. Laguardia, Gregg PeatThe 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 MaterialSegment PowerPoint: Update on Accounting-Related Regulatory and Enforcement TrendsDerrick Farrell, Daniel H. R. Laguardia, Gregg Peat Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445137 445137 98 G3176 1:16:32 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/445149?tCode=WTC5_RSS01 Accounting and financial reporting Balance sheets (Securities filings and financial statements) Taken from the Web Program Recorded July 22 - 23, 2025 in San FranciscoAnatomy of the Balance Sheet [01:15:43]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’ equityBradley R. Schneider, 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 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 MaterialSegment PowerPoint: Anatomy of the Balance SheetBradley R. Schneider, Tim Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445149 445149 98 G3176 1:16:25 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/445131?tCode=WTC5_RSS01 Accounting and financial reporting Auditors Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded July 22 - 23, 2025 in San FranciscoThe Audit: Fact, Fiction, and What Attorneys Need to Know [01:17:05]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 themDuane Campbell, Jodi E. Lopez, Tim ShermanThe 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 MaterialSegment PowerPoint: The Audit: Fact, Fiction, and What Attorneys Need to KnowDuane Campbell, Jodi E. Lopez, Tim Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445131 445131 98 G3176 1:17:47 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/445146?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Income statements (Securities filings and financial statements) Taken from the Web Program Recorded July 22 - 23, 2025 in San FranciscoPhysiology of the Income Statement [01:15:40]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 diligenceKerry Hinch, Heather L. PlockyThe 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 MaterialSegment PowerPoint: Physiology of the Income StatementKerry Hinch, Heather L. Plocky Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445146 445146 98 G3176 1:16:22 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/445134?tCode=WTC5_RSS01 Accounting and financial reporting Internal investigations (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 22 - 23, 2025 in San FranciscoThe Internal Control Function and the Impact on Accounting Fraud and Forensic Investigations [01:16:38]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 ShermanOrder Instituting Cease-and-Desist Proceedings Pursuant to Section 21C of the Securities Exchange Act of 1934, Making Findings, and Imposing a Cease-and-Desist Order, In the Matter of Rio Tinto, PLC, Exchange Act Release No. 97049, AAER No. 4386, Admin. Proc. File No. 3-21335 (March 6, 2023)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialSegment PowerPoint: The Internal Control FunctionJorge A. Amador, Peter A. Lennon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445134 445134 98 G3176 1:17:20 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/445128?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Ethics and professional responsibility Professional conduct Taken from the Web Program Recorded July 22 - 23, 2025 in San FranciscoCurrent Topics in Professional and Legal Ethics for Accountants and Attorneys [01:16:36]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, Peter Lennon, 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 MaterialSegment PowerPoint: Current Topics in Professional and Legal Ethics for Accountants and AttorneysJorge A. Amador, Kathy Johnson, Peter A. Lennon, Tim Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445128 445128 98 G3176 1:16:36 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/445140?tCode=WTC5_RSS01 Accounting and financial reporting Notes (Securities filings and financial statements) Taken from the Web Program Recorded July 22 - 23, 2025 in San FranciscoNotes to the Financial Statement [01:13:47]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 diligenceJulia R. Boesch, Tim ShermanThe 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 MaterialSegment PowerPoint: Notes to the Financial StatementJulia R. Boesch, Tim Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445140 445140 98 G3176 1:13:47 https://www.pli.edu/programs/basics-of-international-taxation/445244?tCode=WTC5_RSS01 International tax International investment and securities Inbound investment Tax Taken from the Web Program Recorded July 22 - 23, 2025 in New YorkTax Concerns of Foreign Persons Investing in the United States - Funds and Passive Investments [01:16:24]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, Daniel E. Martinez, Jeremy NaylorThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Withholding Judgment: Navigating Section 1446(f) in Secondaries Transactions (May 9, 2025)Jeremy M. NaylorPresentation MaterialForeign Persons Investing in the United States (Inbound Investments)Daniel E. Martinez, Jeremy M. Naylor, Aliza Slansky Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445244 445244 98 G3155 1:18:25 https://www.pli.edu/programs/basics-of-international-taxation/445256?tCode=WTC5_RSS01 Corporate tax International tax Tax Taken from the Web Program Recorded July 22 - 23, 2025 in New YorkCompliance with Minimum Taxes [01:00:10]The United States recently 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 operationsAmy K. Chapman, Andrew T. DavisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Corporate Alternative Minimum Tax (Updated April 25, 2025)Shane J. Kiggen,Amy 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 445256 445256 98 G3155 1:01:41 https://www.pli.edu/programs/basics-of-international-taxation/445250?tCode=WTC5_RSS01 Foreign corporations International tax Tax planning and strategy Taken from the Web Program Recorded July 22 - 23, 2025 in New YorkRepatriating Earnings from a Foreign Corporation [01:12:00]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:Repatriation Post-TCJA (May 7, 2025)Elizabeth Sani Nelson,Gary R. ScanlonPresentation MaterialRepatriation Post-TCJADaren 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 445250 445250 98 G3155 1:13:30 https://www.pli.edu/programs/basics-of-international-taxation/445238?tCode=WTC5_RSS01 International tax Tax treaties Tax Taken from the Web Program Recorded July 22 - 23, 2025 in New YorkTax Treaties and Dispute Resolution [01:15:44]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, Elizabeth J. Stevens, S. Eva WolfThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Overview of U.S. Tax Treaties (April 21, 2025)John L. HarringtonThe Mutual Agreement Procedure: A Roadmap (April 20, 2025)Elizabeth J. StevensPresentation MaterialTax Treaties and Dispute ResolutionAnne R. Gordon, Elizabeth J. Stevens, S. Eva Wolf Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445238 445238 98 G3155 1:17:14 https://www.pli.edu/programs/basics-of-international-taxation/445235?tCode=WTC5_RSS01 International tax Foreign tax credits Tax planning and strategy Taken from the Web Program Recorded July 22 - 23, 2025 in New YorkForeign Tax Credit (FTC) Issues [01:16:49]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 rulesLe Chen, John L. Harrington, Quyen HuynhThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Creditability of Foreign Taxes (April 21, 2025)John L. HarringtonPresentation MaterialForeign Tax Credit IssuesLe Chen, John L. Harrington, Quyen P. Huynh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445235 445235 98 G3155 1:19:19 https://www.pli.edu/programs/basics-of-international-taxation/445241?tCode=WTC5_RSS01 Corporate tax International tax Tax planning and strategy Taken from the Web Program Recorded July 22 - 23, 2025 in New YorkTransfer Pricing [01:15:42]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 complianceJacob H. Larson, John P. Warner, Steven C. WrappeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Fundamentals of U.S. Transfer PricingSteven C. WrappeThe Intersection of Section 482 and Other Anti-Abuse and International Tax Provisions (May 6, 2025)John P. WarnerPresentation MaterialU.S. Transfer Pricing OverviewJacob H. Larson, 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 445241 445241 98 G3155 1:18:24 https://www.pli.edu/programs/basics-of-international-taxation/445259?tCode=WTC5_RSS01 International tax Outbound investment Tax Tax planning and strategy Taken from the Web Program Recorded July 22 - 23, 2025 in New YorkConsiderations in Structuring Outbound Investments by U.S. Persons [01:00:58]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 rulesCorey M. Goodman, Bradford E. LaBonte, Robert B. Williams, Jr.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Treasury Finalizes DPL Rules, Extends Transitional DCL Relief for Pillar Two Taxes (March 10, 2025)Brian Moore,Jeff Maydew,Bradford E. LaBonte,Elizabeth LuPresentation MaterialConsiderations in Structuring Outbound Investments by U.S. PersonsCorey M. Goodman, Bradford E. LaBonte, Robert B. Williams, Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445259 445259 98 G3155 1:02:28 https://www.pli.edu/programs/basics-of-international-taxation/445253?tCode=WTC5_RSS01 International tax Tax Tax planning and strategy Taken from the Web Program Recorded July 22 - 23, 2025 in New YorkSource of Income, and Allocation and Apportionment of Expenses [01:01:05]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 expensesLe Chen, Caren S. Shein, Amanda Pedvin VarmaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Deloitte Tax LLP, U.S. International Tax Alert: Final Digital Content and Cloud Transaction Regulations IssuedCaren S. SheinPresentation MaterialSourcing of Income and ExpensesLe Chen, Amanda Pedvin Varma, Caren S. Shein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445253 445253 98 G3155 1:02:36 https://www.pli.edu/programs/basics-of-international-taxation/445247?tCode=WTC5_RSS01 International tax Inbound investment Foreign direct investment Tax Taken from the Web Program Recorded July 22 - 23, 2025 in New YorkTax Concerns of Foreign Persons Investing in the United States - Active Investments [01:31:24]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 ZhouThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Section 956 and the Section 245 DRD: Avoiding Multiple Layers of TaxationKen Brewer,Alon Kritzman,Logan M. KincheloePresentation MaterialTax Concerns of Foreign Persons Investing in the United States - Active 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 445247 445247 98 G3155 1:33:24 https://www.pli.edu/programs/basics-of-international-taxation/445262?tCode=WTC5_RSS01 Foreign corporations International tax Tax Tax planning and strategy Taken from the Web Program Recorded July 22 - 23, 2025 in New YorkTaxation of Foreign Income: Non-Controlled Foreign Corporations (CFCs) [01:11:18]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 payment loss (DPL) rules 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 PFICsEnrica Ma, Richard WilliamsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:EY Alert, No. 2024-2298, United States, Final and Proposed Regulations on Qualified Business Units Retain Foreign Exchange Exposure Pool Method Under Section 987, with Simplifying Elections (December 13, 2024)Enrica MaEY Alert, No. 2022-1764, Proposed Foreign Tax Credit Regulations Offer Relief from Cost Recovery and Source-Based Attribution Rules and Include Other Key Changes (November 25, 2022)Enrica MaPresentation MaterialTaxation of Foreign Income: Non-CFCsEnrica Ma, Richard Williams Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445262 445262 98 G3155 1:12:48 https://www.pli.edu/programs/basics-of-international-taxation/445265?tCode=WTC5_RSS01 Foreign corporations International tax Tax Tax planning and strategy Taken from the Web Program Recorded July 22 - 23, 2025 in New YorkTaxation of Foreign Income: U.S. Shareholders in Controlled Foreign Corporations (CFCs) [01:11:31]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, John D. Bates, Aliza SlanskyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Deloitte Tax Alert, Notice 2023-80 Lays Out Interaction of Pillar Two and Foreign Tax CreditsJohn D. BatesPresentation MaterialEarning Income Through a Foreign CorporationAlfred H. Bae, John D. Bates, Aliza Slansky Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445265 445265 98 G3155 1:13:43 https://www.pli.edu/programs/cybersecurity-best-practices-for-legal-services-providers/444988?tCode=WTC5_RSS01 Cybersecurity and data protection Legal technology Technology Taken from the Web Program Recorded July 21, 2025 in New YorkThe Cybersecurity Risk Environment – 2025: What Lawyers in Firms and Legal Departments Need to Know [01:03:09]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 incidentsUnderstand 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 The purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Commerce, Gina M. Raimondo, Secretary, and Laurie E. Locascio, NIST Director and Under Secretary of Commerce for Standards and Technology, National Institute of Standards and Technology, NIST Cybersecurity Framework 2.0: Small Business Quick-Start Guide, NIST Special Publication, NIST SP 1300 (February 2024), available at: https://doi.org/10.6028/NIST.SP.1300Mark H. FrancisU.S. Department of Commerce, National Institute of Standards and Technology, The NIST Cybersecurity Framework (CSF) 2.0, NIST Cybersecurity White Paper (CSWP) NIST CSWP 29 (February 26, 2024), available at: https://doi.org/10.6028/NIST.CSWP.29Mark H. FrancisCybersecurity & Infrastructure Security Agency, Cyber Guidance for Small Businesses (Updated April 2024), available at: https://www.cisa.gov/cyber-guidance-small-businessesMark H. FrancisFederal Trade Commission, in Partnership with the National Institute of Standards and Technology, the U.S. Small Business Administration and the Department of Homeland Security, Cybersecurity for Small Business, available at: https://www.ftc.gov/business-guidance/small-businesses/cybersecurityMark H. FrancisThe Association of the Bar of the City of New York, Committee on Professional Ethics, Formal Opinion 2024-3: Ethical Obligations Relating to a Cybersecurity Incident (July 18, 2024), available at: https://www.nycbar.org/reports/formal-opinion-2024-3-ethical-obligations-relating-to-a-cybersecurity-incident/Mark H. FrancisU.S. Department of Justice, Federal Bureau of Investigation, FBI–Cyber, International Kill Chain Process, available at: https://www.justice.gov/elderjustice/media/1364056/dl?inline#:text=The%20International%20Financial%20Fraud%20Kill,fraudulent%20funds%20wired%20by%20victimsMark H. FrancisU.S. Department of the Treasury, Financial Crimes Enforcement Network (FinCEN), Advisory to Financial Institutions on E-Mail Compromise Fraud Schemes, FIN-2016-A003 (September 6, 2016), available at: https://www.fincen.gov/sites/default/files/advisory/2016-09-09/FIN-2016-A003.pdfMark H. FrancisU.S. Department of the Treasury, Financial Crimes Enforcement Network (FinCEN), Updated Advisory on Email Compromise Fraud Schemes Targeting Vulnerable Business Processes, FIN-2019-A005 (July 16, 2019), available at: https://www.fincen.gov/sites/default/files/advisory/2019-07-16/Updated%20BEC%20Advisory%20FINAL%20508.pdfMark H. FrancisPresentation MaterialThe Cybersecurity Risk Environment – 2025: 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 444988 444988 98 G3240 1:03:09 https://www.pli.edu/programs/cybersecurity-best-practices-for-legal-services-providers/444986?tCode=WTC5_RSS01 Cybersecurity and data protection Legal technology Technology Artificial intelligence Taken from the Web Program Recorded July 21, 2025 in New YorkCybersecurity Do’s and Don’ts – 2025: Best Practices for Today’s Evolving Risk Environment [01:01:15]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. Sims The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Executive Order 14117, Preventing Access to Americans’ Bulk Sensitive Personal Data and United States Government-Related Data by Countries of Concern, 89 Fed. Reg. 15421, No. 42 (March 1, 2024), available at: https://www.govinfo.gov/content/pkg/FR-2024-03-01/pdf/2024-04573.pdfCassius K. SimsU.S. Department of Justice, National Security Division, Foreign Investment Review Section, Data Security Program: Implementation and Enforcement Policy Through July 8, 2025 (April 11, 2025), available at: https://www.justice.gov/opa/media/1396346/dl?inlineCassius K. SimsU.S. Department of Justice, National Security Division, Foreign Investment Review Section, Data Security Program: Compliance Guide (April 11, 2025), available at: https://www.justice.gov/opa/media/1396356/dlCassius K. SimsU.S. Department of Justice, National Security Division, Foreign Investment Review Section, Data Security Program: Frequently Asked Questions (April 11, 2025), available at: https://www.justice.gov/opa/media/1396351/dlCassius K. SimsInformation Commissioner’s Office, UK GDPR Guidance and Resources, Data Sharing, Anonymisation, Licensed Under the Open Government License (OGL) v3.0 (March 28, 2025), available at: https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-sharing/anonymisation/Cassius K. SimsFederal Trade Commission, Technology Blog, No, Hashing Still Doesn’t Make Your Data Anonymous (July 24, 2024), available at: https://www.ftc.gov/policy/advocacy-research/tech-at-ftc/2024/07/no-hashing-still-doesnt-make-your-dataanonymousCassius K. SimsFederal Trade Commission, Technology Blog, Approaches to Address AI-Enabled Voice Cloning (April 8, 2024), available at: https://www.ftc.gov/policy/advocacy-research/tech-at-ftc/2024/04/approaches-address-ai-enabled-voice-cloningCassius K. SimsFederal Trade Commission, Technology Blog, AI and the Risk of Consumer Harm (January 3, 2025), available at: https://www.ftc.gov/policy/advocacy-research/tech-at-ftc/2025/01/ai-risk-consumer-harmCassius K. SimsFederal Trade Commission, FTC Finalizes Order with 1Health.io Over Charges It Failed to Protect Privacy and Security of DNA Data and Unfairly Changed Its Privacy Policy (September 7, 2023), available at: https://www.ftc.gov/news-events/news/press-releases/2023/09/ftc-finalizes-order-1healthio-over-charges-it-failed-protect-privacy-security-dna-data-unfairlyCassius K. SimsFederal Trade Commission, FTC Gives Final Approval to Order Banning BetterHelp from Sharing Sensitive Health Data for Advertising, Requiring It to Pay $7.8 Million (July 14, 2023), available at: https://www.ftc.gov/news-events/news/press-releases/2023/07/ftc-gives-final-approval-order-banning-betterhelp-sharing-sensitive-health-data-advertisingCassius K. SimsFederal Trade Commission, Press Release, FTC Says Ring Employees Illegally Surveilled Customers, Failed to Stop Hackers from Taking Control of Users’ Cameras (May 31, 2023), available at: https://www.ftc.gov/news-events/news/press-releases/2023/05/ftc-says-ring-employees-illegally-surveilled-customers-failed-stop-hackers-taking-control-usersCassius K. SimsFederal Trade Commission, Press Release, Ovulation Tracking App Premom Will Be Barred from Sharing Health Data for Advertising Under Proposed FTC Order (May 17, 2023), available at: https://www.ftc.gov/news-events/news/press-releases/2023/05/ovulation-tracking-app-premom-will-be-barred-sharing-health-data-advertising-under-proposed-ftcCassius K. SimsThomas B. Pahl, Acting Director, FTC Bureau of Consumer Protection, Federal Trade Commission, Stick with Security: Make Sure Your Service Providers Implement Reasonable Security Measures (September 15, 2017), available at: https://www.ftc.gov/news-events/blogs/business-blog/2017/09/stick-security-make-sure-your-service-providers-implementCassius K. SimsThomas B. Pahl, Acting Director, FTC Bureau of Consumer Protection, Federal Trade Commission, Stick with Security: Secure Remote Access to Your Network (September 1, 2017), available at: https://www.ftc.gov/news-events/blogs/business-blog/2017/09/stick-security-secure-remote-access-your-networkCassius K. SimsThomas B. Pahl, Acting Director, FTC Bureau of Consumer Protection, Federal Trade Commission, Stick with Security: Segment Your Network and Monitor Who’s Trying to Get In and Out (August 25, 2017), available at: https://www.ftc.gov/news-events/blogs/business-blog/2017/08/stick-security-segment-your-network-monitor-whos-trying-getCassius K. SimsThomas B. Pahl, Acting Director, FTC Bureau of Consumer Protection, Federal Trade Commission, Stick with Security: Store Sensitive Personal Information Securely and Protect It During Transmission (August 18, 2017), available at: https://www.ftc.gov/news-events/blogs/business-blog/2017/08/stick-security-store-sensitive-personal-information-securelyCassius K. SimsThomas B. Pahl, Acting Director, FTC Bureau of Consumer Protection, Federal Trade Commission, Stick with Security: Require Secure Passwords and Authentication (August 11, 2017), available at: https://www.ftc.gov/news-events/blogs/business-blog/2017/08/stick-security-require-secure-passwords-authenticationCassius K. SimsThomas B. Pahl, Acting Director, FTC Bureau of Consumer Protection, Federal Trade Commission, Stick with Security: Control Access to Data Sensibly (August 4, 2017), available at: https://www.ftc.gov/news-events/blogs/business-blog/2017/08/stick-security-control-access-data-sensiblyCassius K. SimsPresentation MaterialCybersecurity Do’s and Don’ts – 2025: Best Practices for Today’s Evolving Risk EnvironmentPaul Bond, Ann E. Gorr, IGP, Cassius K. SimsAditional ResourceAnn E. Gorr, IGP Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444986 444986 98 G3240 1:01:15 https://www.pli.edu/programs/writing-for-litigators/444822?tCode=WTC5_RSS01 Litigation Practice skills (Litigation) Professional development Legal writing, drafting, and negotiation Taken from the Web Program Recorded July 21, 2025 in New YorkWhat Judges Like and Dislike in Legal Writing [01:49:26]After completing this session, participants will be able to:Write with an understanding of the readers’ perspectiveImplement best practices for writing concisely and succinctlyIdentify legal writing do’s, don’ts, and controversies, and understand how to resolve themUnderstand the importance of citations and citing accuratelyIdentify and resolve common grammatical, punctuation-related, and stylistic errorsPass a pop quiz on the topics learned thus farIdentify and apply successful rhetorical devices: metaphors, parallel structure, antithesis, etc.Hon. Gerald LebovitsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Persuasive Writing for Lawyers—Part I, NYSBA Journal, The Legal Writer, Vol. 82, No. 2 (February 2010)Gerald LebovitsPersuasive Writing for Lawyers—Part II, NYSBA Journal, The Legal Writer, Vol. 82, No. 3 (March/April 2010)Gerald LebovitsWriting Bad Briefs: How to Lose a Case in 100 Pages or More, NYSBA Journal, The Legal Writer, Vol. 82, No. 4 (May 2010)Gerald LebovitsPersuading the Judge Through Writing: How to Win, NYSBA Journal, The Legal Writer, Vol. 81, No. 2 (February 2009)Gerald LebovitsDrafting New York Civil-Litigation Documents: Part XLVI—Best Practices for Persuasive Writing, NYSBA Journal, The Legal Writer, Vol. 87, No. 9 (November/December 2015)Gerald LebovitsThe Write and Wrong Way to Approach Legal ArgumentsGerald LebovitsBrief for Petitioners, Cruzan v. Director of Missouri Department of Health, 1989 WL 1115261, No. 88-1503 (U.S. Sept. 1, 1989)Gerald LebovitsBrief for Respondents, Cruzan v. Director of Missouri Department of Health, 1989 WL 1128135, No. 88-1503 (U.S. Oct. 1989)Gerald Lebovits Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444822 444822 98 G3015 1:50:08 https://www.pli.edu/programs/writing-for-litigators/444825?tCode=WTC5_RSS01 Litigation Professional development Taken from the Web Program Recorded July 21, 2025 in New YorkWriting Precisely, Powerfully, Persuasively, and Ethically [02:06:22]After completing this session, participants will be able to:Comprehend the broader context of legal writing in the current post-COVID/AI ageComprehend what legal writing is and why it is so difficultConstruct all elements of a brief using good legal writing techniquesImplement best practices for writing, including pre-writing tips, creating an outline, organizing drafts, and revisingUnderstand the importance of ethical legal writingRecognize what constitutes good, persuasive legal writingHon. Gerald LebovitsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Do’s, Don’ts, and Maybes: Legal Writing Do’s—Part I, NYSBA Journal, The Legal Writer, Vol. 79, No. 4 (May 2007)Gerald LebovitsDo’s, Don’ts, and Maybes: Legal Writing Do’s—Part II, NYSBA Journal, The Legal Writer, Vol. 79, No. 5 (June 2007)Gerald LebovitsDo’s, Don’ts, and Maybes: Legal Writing Don’ts—Part I, NYSBA Journal, The Legal Writer, Vol. 79, No. 6 (July/August 2007)Gerald LebovitsDo’s, Don’ts, and Maybes: Legal Writing Don’ts—Part II, NYSBA Journal, The Legal Writer, Vol. 79, No. 7 (September 2007)Gerald LebovitsOn Terra Firma with EnglishGerald LebovitsFree at Last from Obscurity: Achieving ClarityGerald LebovitsLegal-Writing MythsGerald LebovitsBrief for Petitioners, Cruzan v. Director of Missouri Department of Health, 1989 WL 1115261, No. 88-1503 (U.S. Sept. 1, 1989)Gerald LebovitsBrief for Respondents, Cruzan v. Director of Missouri Department of Health, 1989 WL 1128135, No. 88-1503 (U.S. Oct. 1989)Gerald LebovitsPresentation MaterialWriting for LitigatorsHon. Gerald Lebovits Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444825 444825 98 G3015 2:06:22 https://www.pli.edu/programs/taxation-of-digital-assets-in-2025-and-the-road-ahead/446871?tCode=WTC5_RSS01 Intellectual property Tax Regulation, compliance, and enforcement (Tax) Technology Digital assets Taken from the Web Program Recorded July 18, 2025 in San FranciscoTaxation of Digital Assets in 2025 and the Road Ahead [01:00:05]After completing this session, participants will be able to:Understand current digital assets taxation guidelinesLearn about how existing tax guidance can be used to fill in gaps around taxation of digital assetsDiscover best practices around addressing and reporting digital asset taxation for individuals, entities, and professional investorsUnderstand the trends, guidance and focus of taxation of digital assets under the new federal administration and its recent guidelines under Executive Order 14178Megan L. Jones, Alexander LeePresentation MaterialHandout: Taxation of Digital Assets in 2025 and the Road Ahead (Outline)Megan L. Jones, Alexander LeeHandout: IRS Notice 2014-21Megan L. Jones, Alexander LeeTaxation of Digital Assets in 2025 and the Road Ahead (PowerPoint slides)Megan L. Jones, Alexander Lee Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 446871 446871 98 G5505 1:00:05 https://www.pli.edu/programs/corporate-political-activity-and-esg-under-the-trump-administration--a-six-month-review/440821?tCode=WTC5_RSS01 Corporate political activity Regulation, compliance, and enforcement (Political activity law) Regulation, compliance, and enforcement (Securities and other financial products) ESG (Corporate law) ESG (Environmental law) This One-Hour Briefing is designed to provide a concise overview of key changes in the regulatory and policy landscape related to corporate political activity, Environmental, Social, and Governance (ESG) issues, and federal agency enforcement in the first six months of the Trump Administration.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440821 440821 98 G5481 1:04:20 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/444850?tCode=WTC5_RSS01 Intellectual property Legal innovation Performance and work-product quality Technology Artificial intelligence Taken from the Web Program Recorded July 17, 2025 in New YorkIntegrating AI Tools Into Workflows and Driving Innovation [00:58:51]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), Nicole Benner, Wendy Rubas, Daryl E. ShetterlyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Integrating AI Tools into Workflows and Driving Innovation, List of ResourcesDaniel W. LinnaLeveraging Technology to Improve Legal Services, A Framework for Lawyers, Michigan Bar Journal (June 2017)Daniel W. LinnaPatrick Dundas, Ch. 21: Legal Information Technology, Practising Law Institute, Knowledge Management & Innovation: A Manual for Law Firms and Other Legal Services Organizations (November 2023)Daniel W LinnaHeidi K. Brown, Generative Oops: The Risks of Unvetted AI Usage in Court Filings (Part I), Practising Law Institute, PLI Chronicle: Insights and Perspectives for the Legal Community (February 2025)Daniel W LinnaHeidi K. Brown, Generative Oops: The Risks of Unvetted AI Usage in Court Filings (Part II), Practising Law Institute, PLI Chronicle: Insights and Perspectives for the Legal Community (March 2025)Daniel W LinnaPresentation MaterialIntegrating AI Tools into Workflows and Driving InnovationNicole Benner, Daniel W. Linna Jr., Wendy Rubas, Daryl E. Shetterly Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444850 444850 98 G5195 0:58:10 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/444854?tCode=WTC5_RSS01 Ethics and professional responsibility Intellectual property Legal technology Artificial intelligence Generative AI Taken from the Web Program Recorded July 17, 2025 in New YorkEvaluating AI Performance, Assessing Benefits and Risks, and Fulfilling Legal Ethics Obligations in Law Practice [01:01:51]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:Understanding the requirement and how to satisfy it 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 communicating with the client (Rule 1.4), on reasonable fees, and on the duty to supervise (Rules 5.1 and 5.3)Cybersecurity, Privacy and Data Protection - Ethics credit in NY Daniel W. Linna Jr. (Panel Leader), Alex Crowley, April DawsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Evaluating AI Performance, Assessing Benefits and Risks, and Fulfilling Legal Ethics Obligations in Law Practice, List of ResourcesDaniel W. LinnaDistrict of Columbia Bar, Ethics Opinion 388, Attorneys’ Use of Generative Artificial Intelligence in Client Matters (April 2024)Daniel W. LinnaWest Virginia Judiciary, Judicial Investigation Commission, Advisory Opinion 2023-22 (October 13, 2023)Daniel W. LinnaOpinion and Order on Sanctions, Mata v. Avianca, Inc., No. 22-cv-1461 (PKC) (S.D.N.Y. 2023)Daniel W. LinnaCourts and Tribunals Judiciary, Artificial Intelligence (AI), Guidance for Judicial Office Holders (April 14, 2025), available at: https://www.judiciary.uk/wpcontent/uploads/2025/04/Refreshed-AI-Guidance-publishedversion-website-version.pdfDaniel W LinnaThe State Bar of California, Standing Committee on Professional Responsibility and Conduct, Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of Law (November 2023)Daniel W. LinnaPresentation MaterialEvaluating AI Performance, Assessing Benefits and Risks, and Fulfilling Legal Ethics Obligations in Law PracticeAlex Crowley, April Dawson, Daniel W. Linna Jr.Evaluating AI Performance, Assessing Benefits and Risks, and Fulfilling Legal Ethics Obligations in Law Practice, ResourcesApril Dawson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444854 444854 98 G5195 1:01:51 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/444852?tCode=WTC5_RSS01 Intellectual property Legal innovation Artificial intelligence Generative AI Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded July 17, 2025 in New YorkAI Use Cases in Legal Organizations [01:02:29]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 (aka “chatbots”), 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), Ameen Haddad, David Kandestin, Bridget M. McCormack, Evan J. ShenkmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:AI Use Cases in Legal Organizations, List of ResourcesDaniel W. LinnaThe State Bar of California, Standing Committee on Professional Responsibility and Conduct, Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of Law (November 2023)Daniel W. LinnaRoss v. United States, No. 23-CM-1067 (D.C. 2025)Daniel W LinnaUnited States v. Deleon, No. 23-10478 (11th Cir. 2024)Daniel W LinnaSnell v. United Specialty Insurance Company, No. 22-12581 (11th Cir. 2024)Daniel W LinnaHeidi K. Brown, Generative Oops: The Risks of Unvetted AI Usage in Court Filings (Part I), Practising Law Institute, PLI Chronicle: Insights and Perspectives for the Legal Community (February 2025)Daniel W LinnaHeidi K. Brown, Generative Oops: The Risks of Unvetted AI Usage in Court Filings (Part II), Practising Law Institute, PLI Chronicle: Insights and Perspectives for the Legal Community (March 2025)Daniel W LinnaPresentation MaterialAI Use Cases in Legal OrganizationsAmeen Haddad, Daniel W. Linna Jr., Bridget M. McCormack, Evan J. Shenkman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444852 444852 98 G5195 1:02:30 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/444848?tCode=WTC5_RSS01 Intellectual property Legal innovation Artificial intelligence Generative AI Application programming interface Taken from the Web Program Recorded July 17, 2025 in New YorkBuilding and Customizing AI Tools in Legal Organizations [01:01:31]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), Alex Crowley, David Kandestin, Bridget M. McCormackThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Patrick Dundas, Ch. 21: Legal Information Technology, Practising Law Institute, Knowledge Management & Innovation: A Manual for Law Firms and Other Legal Services Organizations (November 2023)Daniel W LinnaBuilding and Customizing AI Tools in Legal Organizations, List of ResourcesDaniel W. LinnaPresentation MaterialBuilding and Customizing AI Tools in Legal OrganizationsAlex Crowley, David Kandestin, Daniel W. Linna Jr., Bridget M. McCormack Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444848 444848 98 G5195 1:02:13 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/444858?tCode=WTC5_RSS01 Intellectual property Legal innovation Legal technology Artificial intelligence Generative AI Taken from the Web Program Recorded July 17, 2025 in New YorkIntroduction to AI and Uses in Law Practice [01:01:58]This session provides an essential and practical introduction to artificial intelligence, data analytics, and the broad landscape of computational technologies used in law practice. After completing this session, participants will be able to:Be familiar with data-driven AI tools, including generative AI, large language models (LLMs), and other machine learning tools, how they are developed, what they can do, what they cannot doHave an understanding of rules-driven AI tools, including expert systems, document assembly, computable contracts, programming languages for law, and how AI complements data analytics and how it is distinct, how they are developed, what they can do, what they cannot doExplain general 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 risksIdentify AI 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 justiceHave an understanding of the benefits of a “People, Process, Data, Technology” approach to innovation in law practiceDaniel W. Linna Jr.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Introduction to AI and Uses in Law Practice, List of ResourcesDaniel W. LinnaHarry Surden, Artificial Intelligence and Law: An Overview, 35 Ga. St. U. L. Rev. 1305 (2019)Daniel W. LinnaHarry Surden, ChatGPT, AI Large Language Models, and Law, Fordham Law Review, Vol. 92 (2024)Daniel W. LinnaPresentation MaterialIntroduction to AI 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 444858 444858 98 G5195 1:02:41 https://www.pli.edu/programs/artificial-intelligence-and-law-practice/444856?tCode=WTC5_RSS01 Intellectual property Legal technology Artificial intelligence Generative AI Application programming interface Taken from the Web Program Recorded July 17, 2025 in New YorkDeeper Dive Into Generative AI for Law Practice: Models, Training, Prompting, Agents, APIs, and More [01:14:48]This session goes beyond basics to foster a functional understanding of generative AI tools that is needed to use them responsibly and well. After completing this session, participants will be able to:Understand at a functional level how generative AI systems work, how they are developed, the resources (e.g., data, compute, professionals) needed to train them, and terminologyIdentify what Generative AI systems do well and what they do poorlyBe familiar with AI system tool use and agentsBe familiar with prompt engineering best practices and techniquesUnderstand the basics of retrieval augmented generation (RAG) and fine-tuning modelsUnderstand the significance of Application Programming Interfaces (APIs) and hyperparameters (e.g., temperature)Daniel W. Linna Jr., Kristian J. HammondThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Harry Surden, ChatGPT, AI Large Language Models, and Law, Fordham Law Review, Vol. 92 (2024)Daniel W. LinnaDeeper Dive into Generative AI for Law Practice: Models, Training, Prompting, Agents, APIs, and More, List of ResourcesDaniel W. LinnaMichelle Mohney, Northwestern University, AI and the Law: The Jury’s Still Out, Exploring the Potential Benefits—and Risks—of Using Generative Artificial Intelligence in Legal Services, Northwestern McCormick School of Engineering Magazine (Fall 2023)Daniel W. LinnaPresentation MaterialDeeper Dive Into Generative AI for Law Practice: Models, Training, Prompting, APIs, and MoreKristian J. Hammond, Daniel W. Linna Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444856 444856 98 G5195 1:14:48 https://www.pli.edu/programs/a-new-era-of-video-games/446951?tCode=WTC5_RSS01 Video games Music Intellectual property Technology Artificial intelligence Taken from the Web Program Recorded July 17, 2025 in San FranciscoA New Era of Video Games: How Will AI Tools Impact the Future of Game Development, IP Ownership and Player Agency? [01:03:11]After completing this program, viewers should be prepared to:Understand how AI tools can assist in generating various game elements, including music, sound effects, storytelling, and automated modelingExamine the legal complexities surrounding the use of generative AI in video game content and advertising and marketing assetsReview potential IP ownership and copyright issues, with consideration to developers and other content creators working in the video games industryExplore the implications of AI tools on player agency in-game elementsKimberly Culp, Michele K. Robichaux, Julia Arruda RosenthalPresentation Material5 Considerations for Video Game Companies in 2025CLE Takeaways: Strategic Considerations at the Intersection of Games, IP, & AIGDC 2025: Takeaways for Games Startups and Developers Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 446951 446951 98 G5502 1:03:53 https://www.pli.edu/programs/opioid-epidemic-2020-representing-the-pro-bono-client/444414?tCode=WTC5_RSS01 Health care Opioid epidemic Litigation Public interest law and pro bono Taken from the Web Program Recorded July 17, 2025 in New YorkSubstance Use Disorders: Addressing Discrimination and Providing Civil Legal Services [01:31:05]This presentation will address two significant issues: discrimination against people with substance use disorders as well as the role of the civil legal services attorney in representing the client. After completing this session, participants will be better able to:Identify discrimination based on the disability of substance use disorder (SUD)Address discrimination in health care servicesUnderstand how local efforts to block harm reduction and other SUD programs can violate the ADA and State preemption lawsChallenge denied access to medication for opioid use disorder (MOUD) in settings such as health care facilities, employment, the criminal legal system, and family and dependency courtsComplete consent forms for patient SUD treatment records in compliance with recently amended federal rules (42 C.F.R. Part 2)Understand the role of civil legal services in providing representation to clients with SUDExplore practical considerations in assisting impacted individuals and families with civil legal issuesIdentify strategies for working with partnersConsider stigma and best practices for cultural competencyIdentify opportunities for nonprofit, legal services, and pro bono advocatesSally Friedman, James TideringtonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Legal Action Center, Legal Advocacy to Protect Health Care Access for People Who Use(d) Drugs (December 2022)Sally FriedmanLegal Action Center, Attorney’s Guide: Addiction Medication and Your Client (2022)Sally FriedmanLegal Action Center, Cases Involving Discrimination Based on Treatment with Medication for Opioid Use Disorder (MOUD) (May 1, 2025)Sally FriedmanLegal Action Center, Sample Letters and TemplatesSally FriedmanLegal Action Center, Opioid Use Disorder & Health Care: Skilled Nursing Facilities (2025)Sally FriedmanLegal Action Center, Opioid Use Disorder & Health Care: Recovery Residences (2022)Sally FriedmanLegal Action Center, A Guide to Hospitals’ Legal Obligations for ED Patients with Substance Use-Related Conditions (2022)Sally FriedmanLegal Action Center, Be Empow(ER)ed! Know Your Rights to Addiction Care for Drug & Alcohol-Related ER Visits (2022)Sally FriedmanLegal Action Center, Your Right to Methadone and Buprenorphine in New York Jails & Prisons (2023)Sally FriedmanU.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 FriedmanLegal Action Center and Kentucky Equal Justice Center, Kentucky Recovery Residences and Your Right to Medication for Opioid Use Disorder (MOUD) (2024)Sally FriedmanPresentation Material3. Substance Use Disorders: Representing the Pro Bono Client (PowerPoint Slides)Sally B. Friedman4. Substance Use Disorders: On the ground with a Medical Legal Partnership (MLP) (PowerPoint Slides)James Tiderington Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444414 444414 98 G3996 1:31:05 https://www.pli.edu/programs/opioid-epidemic-2020-representing-the-pro-bono-client/444417?tCode=WTC5_RSS01 Health care Public interest law and pro bono Taken from the Web Program Recorded July 17, 2025 in New YorkSubstance Use Disorders: Latest Developments and What Legal Services and Pro Bono Attorneys Need to Know About the Science [01:16:09]This presentation will address what legal services and pro bono attorneys need to know about the science of substance use disorders and addiction. 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 settlementsDescribe why civil legal aid is a critical and necessary component of a harm reduction and recovery ecosystemUnderstand the science of substance use disorder (SUD), the epidemiology of SUD, and strategies to improve clients’ outcomesAddress clients’ substance use-related legal issues by relying on science, understanding disparities, and not succumbing to stigmaStefanie K. Davis, 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 Resources from the National Judicial Opioid Task Force (NJOTF) (May 2025)Stefanie K. DavisPresentation Material1. Substance Use Disorders: Latest Developments (PowerPoint Slides)Stefanie K. Davis2. Substance Use Disorders: What Legal Services and Pro Bono Attorneys Need to Know About the Science (PowerPoint Slides)Kelly S. Ramsey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444417 444417 98 G3996 1:16:51 https://www.pli.edu/programs/opioid-epidemic-2020-representing-the-pro-bono-client/444411?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Health care Public interest law and pro bono Pro bono relations and opportunities Taken from the Web Program Recorded July 17, 2025 in New YorkEthical Issues That Can Arise for Civil Legal Services Attorneys Helping Clients Impacted by Substance Use Disorders [01:01:43]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 ethical obligations that may arise including those relating to attorney competency, scope of representation, diligence, communications, confidentiality of information, conflicts, client capacity, and supervisory responsibilitiesStefanie K. Davis, James TideringtonThe 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 2024)Stefanie K. Davis,James TideringtonPresentation Material5. Potential Ethical Issues When Helping Clients Impacted by Substance Use Disorders (PowerPoint Slides)Stefanie K. Davis, James Tiderington Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444411 444411 98 G3996 1:02:25 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/444187?tCode=WTC5_RSS01 Corporate governance Risk management (Corporate governance) Corporate litigation Gatekeepers Securities litigation Taken from the Web Program Recorded July 16, 2025 in New YorkRecent Civil Litigation Involving Gatekeepers [01:01:28]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 underwritersDiscuss how plaintiffs’ attorneys think about claims against gatekeepersDecide what gatekeepers can do to minimize their litigation riskExplain what lessons can be learned from recent civil litigation against gatekeepersBrian Jenks, Lyle Roberts, Mark D. Richardson, Michael GrunfeldThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Complaint for Injunctive and Other Relief, Securities and Exchange Commission v. Prager Metis CPAs, LLC, No. 23-cv-23723 (S.D. Fla. 2023)Robert Stern Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444187 444187 98 G3215 1:01:28 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/444181?tCode=WTC5_RSS01 Gatekeepers Internal investigations (Corporate law) Whistleblowers Conflicts of interest Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 16, 2025 in New YorkEthical and Practical Issues Associated with Internal Investigations [01:00:47]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 general privilege issues in in an internal investigation—what are the challenges once the investigation becomes the source of an enforcement actionKnow gatekeepers’ ethical obligationsHandle internal investigations that are not as thorough as you feel they should beWeigh the possibility of gatekeepers as whistleblowers and understand how to appropriately handle whistleblower complaintsJaliya Faulkner, William J. Hochul, Daniel L. Stein, Leticia VandehaarThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:James Stewart, The Kona Files, The New Yorker (February 11, 2007)William J. Hochul Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444181 444181 98 G3215 1:00:47 https://www.pli.edu/programs/government-investigations/443818?tCode=WTC5_RSS01 Government investigations (Data breach) Information privacy (Cybersecurity and data protection) Electronic evidence Technology Generative AI Taken from the Web Program Recorded July 16, 2025 in New YorkForensic Strategies for Government Investigations [01:05:23]When a government investigation lands, the clock starts ticking—and so does the need for a sound forensic strategy. This panel will explore how forensic issues intersect with legal risk in the earliest stages of responding to government inquiries, subpoenas, and enforcement actions. Attendees will come away with practical insights on how to align forensic and legal teams to protect clients and stay ahead of investigative demands.After completing this session, participants will be able to:Understand best practices for preserving, collecting, and analyzing digital evidence.Identify privilege and privacy issues in forensic investigations.Coordinate with forensic vendors and navigate common pitfalls.Recognize what the agencies might demand and how to respond.Address “new” technologies such as artificial intelligence, generative AI, and messaging apps.Skills credit for NY Attorneys Panel Leader: Eric P. MandelSpeakers: Daniel Lim, Glenn Melcher, Bobby R. Williams, Jr.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:iDiscovery Solutions, iDS: Digital Forensics in the Legal World (July 18, 2024), available at: https://idsinc.com/legal-digital-forensics/Bobby R. WilliamsFinely Tuned 001: In the Shadows, iDiscovery Solutions (July 22, 2020), available at: https://idsinc.com/finely-tuned-001-in-the-shadows/Bobby R. WilliamsFinely Tuned—002 Puzzle Pieces …, iDiscovery Solutions (August 14, 2020), available at: https://idsinc.com/finely-tuned-002-puzzle-pieces/Bobby R. WilliamsFinely Tuned—003 Deploy the Asset …, iDiscovery Solutions (September 10, 2020), available at: https://idsinc.com/finely-tuned-003-deploy-the-asset/Bobby R. WilliamsFinely Tuned—004 Retention Attention, iDiscovery Solutions (October 12, 2020), available at: https://idsinc.com/retention-attention/Bobby R. WilliamsFinely Tuned—005 Upward Mobility: The Importance of Mobile Device Management, iDiscovery Solutions (October 8, 2020), available at: https://idsinc.com/finely-tuned-upward-mobility/Bobby R. WilliamsFinely Tuned—006 The Main Event: Windows Event Logs Are Tools for Investigators, iDiscovery Solutions (November 10, 2020), available at: https://idsinc.com/finely-tuned-006-the-main-event/Bobby R. WilliamsJohn Wilson and Christopher Dixon, Government Investigations & Civil Litigation Institute, Ch. 26: Computer Forensics: An Investigation Begins, The General Counsel’s Guide to Government Investigations (4th Ed.)Robert D. KeelingPresentation MaterialForensic Strategies for Government Investigations PowerPointDaniel Lim, Eric P. Mandel, Glenn Melcher, Bobby R. Williams, Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443818 443818 98 G3076 1:06:05 https://www.pli.edu/programs/government-investigations/443815?tCode=WTC5_RSS01 Government investigations (Data breach) Data preservation and storage Expert witnesses Taken from the Web Program Recorded July 16, 2025 in New YorkResponding to a Government Investigation: Views from the In-House Perspective [00:57:02]This session will detail how to respond to a government investigation from the perspective of in-house counsel. 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.Skills credit for NY Attorneys Panel Leader: Ava GuoSpeakers: Stacey Blaustein, Nicole Langston, William J. McDermodThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Responding to a Government Investigation: Views from the In-House Counsel Perspective (May 2025)Robert D. KeelingSterling Miller, What to Do When Your Company Is the Subject of a Government Investigation (2018)Robert D. KeelingGovernment Investigations & Civil Litigation Institute, Ch. 17: Corporate Internal Investigations, The General Counsel’s Guide to Government Investigations (4th Ed.)Robert D. KeelingPresentation MaterialViews from the In-House Perspective PowerPointStacey Blaustein, Ava Guo, Nicole Langston, William J. McDermod Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443815 443815 98 G3076 0:57:44 https://www.pli.edu/programs/government-investigations/443812?tCode=WTC5_RSS01 Government investigations (Data breach) Legal technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded July 16, 2025 in New YorkAI and Government Investigations [01:01:16]This session will cover the use of AI to assist in responding to government investigations. The session will also cover how companies are using AI to create new data sources that may be implicated by government investigations. After completing this session, participants will be able to:Understand how AI tools are being used to streamline case assessments in government investigations.Evaluate the benefits and limitations of AI-assisted legal technologies in high-stakes regulatory matters.Identify best practices for implementing AI tools while maintaining privilege, accuracy, and defensibility.Recognize ethical and compliance considerations when deploying AI in the investigative context.Learn how in-house and outside counsel are leveraging AI to improve efficiency and strategic decision-making.Cybersecurity, Privacy and Data Protection - General credit in NY Panel Leader: Robert D. KeelingSpeakers: Jeffrey A. Kopczynski, Sandra Metallo-Barragan, Dr. Nathan ReffThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:FTI Consulting, EDRM, Majority of General Counsel Indicate Openness to Using AI in Nearly Every Major Legal Use Case, According to The General Counsel Report, EDRM (EDRM.NET) (March 26, 2025), available at: https://edrm.net/2025/03/majority-of-general-counsel-indicate-openness-to-using-ai-in-nearly-every-major-legal-use-case-according-to-the-general-counsel-report/Robert D. KeelingExamining 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. KeelingAndrew M. Perlman, Suffolk University Law School, Legal Studies Research Paper Series, The Legal Ethics of Generative AI (February 2024)Robert D. KeelingPresentation MaterialAI and Government Investigations PowerPointRobert D. Keeling, Jeffrey Kopczynski, Sandra Metallo-Barragan, Dr. Nathan Reff Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443812 443812 98 G3076 1:01:58 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/444193?tCode=WTC5_RSS01 Corporate governance Corporate litigation Regulation, compliance, and enforcement (Corporate law) Gatekeepers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded July 16, 2025 in New YorkIdentifying the Gatekeepers of an Organization [01:20:07]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 litigationKnow the obligations of gatekeepersGain perspective on how gatekeepers are viewed around the worldDoug Davison, Charu A. Chandrasekhar, Aleah Borghard, Una A. Dean, Robert SternThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Criminal Division’s Pilot Program on Voluntary Self-Disclosures for Individuals (April 15, 2024)Robert Stern Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444193 444193 98 G3215 1:20:07 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/444190?tCode=WTC5_RSS01 Corporate governance 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 16, 2025 in New YorkTrends in Government Enforcement Actions Against Gatekeepers [01:15:57]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 officersAssess how gatekeepers can minimize their individual enforcement risk**Hot Topic** – Review what the Trump Administration’s new appointments mean for gatekeeper liabilityWalter F. Brown, Melissa R. Hodgman, David A. Markowitz, David C. NewmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Fact Sheet, Public Company Cybersecurity Disclosures; Final Rules (2023)Robert SternU.S. Securities and Exchange Commission, Statement Regarding Administrative Proceedings Against SolarWinds Customers (October 22, 2024)Robert Stern Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444190 444190 98 G3215 1:15:57 https://www.pli.edu/programs/storming-the-gatekeepers-when-compliance-officers-and-in-house-lawyers-are-at-risk/444184?tCode=WTC5_RSS01 Auditors Gatekeepers Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Liabilities (Securities filings and financial statements) Taken from the Web Program Recorded July 16, 2025 in New YorkHow Gatekeepers Should Handle Whistleblowers [01:02:12]This segment will discuss the issues that gatekeepers will encounter in dealing with whistleblowers’ allegations and analyze how whistleblowers, company counsel, auditors and executives can best prepare and protect their clients. After completing this session, participants will be able to:Practical tips for how gatekeepers should handle whistleblowers in light of recent SEC and CFTC priorities and activitiesAssess what the DOJ’s new Whistleblower Pilot Program means for gatekeepers’ individual liabilityAnalyze the similarities and differences between these various federal programs and how that impacts corporate responses to whistleblowersEtienne Townsend-Barg, Osman Nawaz, Jane Norberg, Ellen MurphyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission Office of the Whistleblower, Annual Report to Congress for Fiscal Year 2024 (November 15, 2024)Robert Stern Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444184 444184 98 G3215 1:02:12 https://www.pli.edu/programs/using-blockchain-to-build-a-decentralized-self-regulating-and-equitable-cannabis-economy/444198?tCode=WTC5_RSS01 Mergers and acquisitions Intellectual property Technology Blockchain Web3 Taken from the Web Program Recorded July 16, 2025 in San FranciscoReputation and Pseudonymity On-Chain, on Web2.0 platforms and in TradFi: Truth and Consequences [01:03:15]This panel will discuss the potential applications of Web3 communities and Decentralized Autonomous Organizations (DAOs) in mitigating the harms of currently illicit transactions, as an intentional public policy choice and a viable technological alternative to prohibition and criminalization. This panel will also explore how DAOs might be used in the cannabis industry and beyond to facilitate more equitable economic outcomes. After completing this session, participants will be able to:Explain what a DAO is—as well as how they are formed, owned and governed, and compare them to conventional “off-chain” entitiesDiscuss current use cases for DAOs—including capital formation; investor collaboration; the acquisition, ownership, transfer and administration of both on-chain and physical assets; the distribution of profits; and other commercial actions undertaken by conventional corporate entitiesEnvision new applications for DAOs in promoting harm reduction and “de-risking” certain illicit transactionsKhurshid P. Khoja, Panel Leader; Tonya M. EvansThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Prof. Tonya M. Evans, Embracing Financial Sovereignty: The Evolution and Empowerment of Going Bankless with Crypto, Digital Money Demystified Weekly Trends Digest (August 15, 2023), available at: https://dmddigestinvest.substack.com/p/embracing-financial-sovereigntyKhurshid P. KhojaFennie Wang and Primavera De Filippi, Self-Sovereign Identity in a Globalized World: Credentials-Based Identity Systems as a Driver for Economic Inclusion, Frontiers in Blockchain Vol. 2, No. 28 (January 23, 2020), available at: https://www.frontiersin.org/articles/10.3389/fbloc.2019.00028/fullKhurshid P. KhojaConnor Spelliscy, et al., Toward Equitable Ownership and Governance in the Digital Public Sphere, Stanford Journal of Blockchain Law & Policy (January 2, 2024), available at: https://stanford-jblp.pubpub.org/pub/equitable-ownership-and-governanceKhurshid P. KhojaYoshiro Saito and John A. Rose, Reputation-Based Decentralized Autonomous Organization for the Non-Profit Sector: Leveraging Blockchain to Enhance Good Governance, Frontiers in Blockchain Vol. 5 (January 11, 2023), available at: https://www.frontiersin.org/articles/10.3389/fbloc.2022.1083647/fullKhurshid P. KhojaAnjum Khurshid and Ashish Gadnis, Using Blockchain to Create Transaction Identity for Persons Experiencing Homelessness in America: Policy Proposal, JMIR Res Protoc. 2019, Vol. 8, Issue 3 (March 6, 2019), available at: http://www.researchprotocols.org/2019/3/e10654/Khurshid P. KhojaJia Liu, HIV Digital Vaccine Strategy: Proposal for Applying Blockchain in Preventing the Spread of HIV, JMIR Res Protoc. 2022, Vol. 11, Issue 6 (June 13, 2022), available at: https://www.researchprotocols.org/2022/6/e37133Khurshid P. KhojaColin Martell, Customer Transparency Can Dampen the Growing Human Trafficking Problem, 14 J. Bus. Entrepreneurship & L. 35 (2022), available at: https://digitalcommons.pepperdine.edu/jbel/vol14/iss1/2Khurshid P. KhojaMaury Shenk, Sven Van Kerckhoven and Jonas Weinberger, The Crown, the Market and the DAO, Stanford Journal of Blockchain Law & Policy (June 24, 2023), available at: https://stanford-jblp.pubpub.org/pub/crown-market-and-daoKhurshid P. KhojaAditya Narayan, Kydo Weng and Nirav Shah, Decentralizing Health Care: History and Opportunities of Web3, JMIR Form Res 2024, Vol. 8 (March 27, 2024), available at: https://formative.jmir.org/2024/1/e52740Khurshid P. KhojaDelivering Restitution to Formerly Incarcerated Nonviolent Cannabis Offenders Through Tax Equity and Web3 (June 2, 2024)Khurshid P. KhojaCatalina Goanta, The Private Governance of Identity on the Silk Road, Frontiers in Blockchain, Vol. 3, No. 4 (April 7, 2020), available at: https://www.frontiersin.org/articles/10.3389/fbloc.2020.00004/fullKhurshid P. KhojaAdditional Online Resources (Compilation), Reputation and Pseudonymity On-Chain, on Web2.0 platforms and in TradFi: Truth and ConsequencesKhurshid P. KhojaPresentation MaterialSex, Drugs, and Crypto: Blockchain Lead Innovations in Public Policy 2025 (PowerPoint slides)Tonya M. Evans, Khurshid P. Khoja Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444198 444198 98 G4782 1:03:15 https://www.pli.edu/programs/using-blockchain-to-build-a-decentralized-self-regulating-and-equitable-cannabis-economy/444204?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Anti-money laundering Technology Blockchain Cryptocurrencies Taken from the Web Program Recorded July 16, 2025 in San FranciscoThe Diminishing Returns on Financial Censorship in the Age of Web3 [02:00:45]This 2-hour panel will present a non-technical overview of blockchains (including smart contract platforms) and their native properties and features, including permissionless networks, decentralization, censorship-resistance, transparency, immutability, and pseudonymity. We will examine how centralized authority over the banking system is expressed in criminal laws that gatekeep access (or permission) to the Federal Reserve network of regulated banks and financial institutions—including the use of anti-money laundering (AML) laws (including KYC rules and regimes) to identify, disrupt, deter and censor unlawful transactions—including Dark Web marketplace transactions exchanging prohibited services and contraband consumer goods for cryptocurrency payments. We will also explore the public safety contradictions and logical consequences of misapplying criminal sanctions under federal AML laws to disrupt locally lawful transactions occurring in the state-regulated marijuana markets and via online marketplaces for adult content and services. After completing this session, participants will be able to:Discuss prominent federal prosecutions of Dark Web marketplaces under AML lawsIdentify how cryptocurrency has been used to further illicit transactions, including cannabis commerceDiscover public oversight over illicit transactions, comparing cryptocurrency networks to regulated payment railsUnderstand how Bitcoin, Ether, and other cryptocurrencies are currently addressed under federal AML laws and regulationsDescribe the federal-state conflict over cannabis prohibitionLearn how AML laws are applied to state-legal cannabis businesses and adult content providersKhurshid P. Khoja, Panel Leader; Tonya M. EvansThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Prof. Tonya M. Evans, Reflecting on the Evolution and Future of Blockchain: A Personal and Industry Perspective, LinkedIn (April 30, 2024), available at: https://www.linkedin.com/pulse/reflecting-evolution-future-blockchain-personal-industry-tonya-evans-4wbse?utm_source=share&utm_medium=guest_desktop&utm_campaign=copyKhurshid P. KhojaUnited States Government Accountability Office, Technology Assessment, Blockchain: Emerging Technology Offers Benefits for Some Applications but Faces Challenges (March 2022), available at: https://www.gao.gov/assets/gao-22-104625.pdfKhurshid P. KhojaVictoria L. Lemieux, Blockchain and Public Record Keeping: Of Temples, Prisons, and the (Re) Configuration of Power, Frontiers in Blockchain Vol. 2, No. 5 (July 12, 2019), available at: https://www.frontiersin.org/articles/10.3389/fbloc.2019.00005/fullKhurshid P. KhojaJonathan Askin, et al., MIT Computational Law Report, Trust in a Trustless System: Decentralized, Digital Identity, Customer Protection, and Global Financial Security (January 10, 2022), available at: https://law.mit.edu/pub/trustinatrustlesssystemKhurshid P. KhojaShlomit Azgad-Tromer, Joey Garcia and Eran Tromer, The Case for On-Chain Privacy and Compliance, Stanford Journal of Blockchain Law & Policy (June 24, 2023), available at: https://stanford-jblp.pubpub.org/pub/onchain-privacy-complianceKhurshid P. KhojaAlexandra D. Comolli and Michele R. Korver, Surfing the First Wave of Cryptocurrency Money Laundering, 69 DOJ J. Fed. L. & Prac. 183 (May 2021)Khurshid P. KhojaJane Khodarkovsky, April N. Russo and Lauren E. Britsch, Prosecuting Sex Trafficking Cases in the Wake of the Backpage Takedown and the World of Cryptocurrency, 69 DOJ J. Fed. L. & Prac. 3 (May 2021)Khurshid P. KhojaSenator Pat Toomey, Opening Statement Before the Senate Banking Committee, Understanding the Role of Digital Assets in Illicit Finance (March 17, 2022), available at: https://www.banking.senate.gov/imo/media/doc/Toomey%20Statement%203-17-22.pdfKhurshid P. KhojaJonathan Levin, Co-Founder and Chief Strategy Officer, Chainalysis Inc., Written Testimony Before the Senate Banking Committee, Understanding the Role of Digital Assets in Illicit Finance (March 17, 2022), available at: https://www.banking.senate.gov/imo/media/doc/Levin%20Testimony%203-17-223.pdfKhurshid P. KhojaU.S. Department of Justice, The Report of the Attorney General Pursuant to Section 8(b)(iv) of Executive Order 14067: How to Strengthen International Law Enforcement Cooperation for Detecting, Investigating, and Prosecuting Criminal Activity Related to Digital Assets (June 6, 2022)Khurshid P. KhojaU.S. Department of Justice, The Report of the Attorney General Pursuant to Section 5(b)(iii) of Executive Order 14067: The Role of Law Enforcement in Detecting, Investigating, and Prosecuting Criminal Activity Related to Digital Assets (September 6, 2022)Khurshid P. KhojaOrder on Cross-Motions for Summary Judgment, Coin Center v. Yellen, No. 3:22cv20375-TKW-ZCB (N.D. Fla. 2023)Khurshid P. KhojaPaul Grewal, Sanctions Should Target Bad Actors. Not Technology., Coinbase Policy Blog (September 8, 2022), available at: https://www.coinbase.com/blog/sanctions-should-target-bad-actors-not-technologyKhurshid P. KhojaSenator Elizabeth Warren and Senator Bill Cassidy, Open Letter to the U.S. Department of Justice and Department of Homeland Security (April 25, 2024), available at: https://www.warren.senate.gov/imo/media/doc/Warren,%20Cassidy%20Letter%20to%20DOJ%20and%20DHS%20on%20CSAM%20&%20Crypto.pdfKhurshid P. KhojaFinancial Crimes Enforcement Network (FinCEN), Financial Trend Analysis, Use of Convertible Virtual Currency for Suspected Online Child Sexual Exploitation and Human Trafficking: Threat Pattern & Trend Information, January 2020 to December 2021 (February 2024), available at: https://www.fincen.gov/sites/default/files/shared/FTA_Human_Trafficking_FINAL508.pdfKhurshid P. KhojaDeputy Secretary Adewale O. Adeyemo, U.S. Department of the Treasury, Written Testimony Before the Senate Banking, Housing & Urban Affairs Committee, Update from the U.S. Treasury Department—Countering Illicit Finance, Counterterrorism, and Sanctions Evasion (April 9, 2024), available at: https://www.banking.senate.gov/imo/media/doc/adeyemo_testimony_4-9-243.pdfKhurshid P. KhojaVan Loon v. Department of the Treasury, 122 F.4th 549, No. 23-50669 (5th Cir. 2024)Khurshid P. KhojaU.S. Department of the Treasury, Press Release, Tornado Cash Delisting (March 21, 2025), available at: https://home.treasury.gov/news/press-releases/sb0057Khurshid P. KhojaU.S. Department of the Treasury, Office of Foreign Assets Control, Cyber-Related Designation Removal; North Korea Designation Update and Removal (March 21, 2025), available at: https://ofac.treasury.gov/recent-actions/20250321Khurshid P. KhojaAdditional Online Resources (Compilation), The Diminishing Returns on Financial Censorship in the Age of Web3Khurshid P. KhojaPresentation MaterialSex, Drugs, and Crypto: Blockchain Lead Innovations in Public Policy 2025 (PowerPoint slides)Tonya M. Evans, Khurshid P. Khoja Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444204 444204 98 G4782 2:00:45 https://www.pli.edu/programs/using-blockchain-to-build-a-decentralized-self-regulating-and-equitable-cannabis-economy/444201?tCode=WTC5_RSS01 Technology Blockchain Cryptocurrencies Smart contracts Web3 Taken from the Web Program Recorded July 16, 2025 in San Francisco“Operation Chokepoint,” its Predecessors and its Progeny: Examining the Federal Government’s Weaponization of TradFi Networks to Stifle Disfavored but Lawful Economic Activity [01:02:53]This panel will examine the arguments and issues surrounding recent Congressional investigations into “Operation Chokepoint,” while also examining the history of ongoing efforts by the federal government in the TradFi networks to debank, demonetizing and sanction the Web3, cannabis and adult content industries. While examining these efforts, we will also identify and dispel popular and persistent misconceptions about Web3 arising from sensationalized narratives about the early uses of cryptocurrency to facilitate a plethora of criminal activity. We will also examine the role of federal law enforcement in promoting this narrative and exploring its attitudes towards the essential properties of the blockchain, including pseudonymity, permissionless access, immutability, transparency, decentralization, and censorship-resistance. We will also provide attendees with a basic understanding of certain blockchain-enabled technologies and the public policy innovations they make possible. After completing this session, participants will be able to:Identify what digital wallets and DIDs are and how they can be used with NFTs to record, acknowledge, authenticate identity and even transfer legal rights independent of a centralized authorityUnderstand what a smart contract isKnow how smart contract protocols function compared to conventional contracts comprised of conditions, covenants and dispute resolution mechanismsLearn how currently available smart contract protocols can be employed to protect privacy while guaranteeing compliance with AML and other criminal lawsKhurshid P. Khoja, Panel Leader; Tonya M. EvansThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Congressional Research Service (CRS), In Focus, De-Banking/De-Risking: Issues for the 119th Congress (January 29, 2025)Khurshid P. KhojaDr. Tonya M. Evans, Professor of Law, Penn State Dickinson Law, Testimony Before the House Financial Services Subcommittee on Digital Assets, Financial Technology, and Inclusion, Coincidence or Coordinated? The Administration’s Attack on the Digital Asset Ecosystem (March 9, 2023), available at: https://docs.house.gov/meetings/BA/BA21/20230309/115389/HHRG-118-BA21-Wstate-EvansT-20230309.pdfKhurshid P. KhojaCongressional Research Service (CRS), State Marijuana “Legalization” and Federal Drug Law: A Brief Overview for Congress (Updated May 14, 2024)Khurshid P. KhojaCongressional Research Service (CRS), Marijuana Banking: Legal Issus and the SAFE(R) Banking Acts (November 15, 2023)Khurshid P. KhojaCrypto, Cannabis and SAFE Banking, CoinDesk (April 27, 2022), available at: https://www.coindesk.com/opinion/2022/04/27/crypto-cannabis-and-safe-bankingKhurshid P. KhojaTestimonial of Khurshid Khoja, from Challenges for Cannabis and Banking: Outside Perspectives, Hearing Before the United States Senate Committee on Banking, Housing and Urban Affairs, 116th Congress, First Session on Examining Challenges That State-Sanctioned Businesses in the Cannabis Industry Have When Attempting to Access Mainstream Financial Services (July 23, 2019)Khurshid P. KhojaText of S. 2860 Secure and Fair Enforcement Regulation (SAFER) Banking ActKhurshid P. KhojaCannabis Regulators Association (CANNRA), Comments on Ongoing Urgency of Cannabis Banking Situation in States and Need for Policy Solutions (May 10, 2023)Khurshid P. KhojaBitcoin, The Silk Road and the Case for Cryptocurrency Payments in the State-Sanctioned Cannabis Industry (May 22, 2023)Khurshid P. KhojaAndrej J. Zwitter, Oskar J. Gstrein and Evan Yap, Digital Identity and the Blockchain: Universal Identity Management and the Concept of the “Self-Sovereign” Individual, Frontiers in Blockchain Vol. 3, No. 26 (May 28, 2020), available at: https://www.frontiersin.org/journals/blockchain/articles/10.3389/fbloc.2020.00026/fullKhurshid P. KhojaEmily Pollak, The Internet Is for Porn… Or Is It? Fair Access to Financial Services and the Need for OnlyPorn Legislation, 17 Brook. J. Corp. Fin. & Com. L. 191 (2023), available at: https://brooklynworks.brooklaw.edu/bjcfcl/vol17/iss1/12Khurshid P. KhojaPaul Grewal, Chief Legal Officer, Coinbase, Testimony Before the U.S. House Committee on Financial Services, Subcommittee on Oversight and Investigations (February 6, 2025)Khurshid P. KhojaAdditional Online Resources, “Operation Chokepoint,” Its Predecessors and Its Progeny: Examining the Federal Government’s Weaponization of TradFi Networks to Stifle Disfavored but Lawful Economic ActivityKhurshid P. KhojaPresentation MaterialSex, Drugs, and Crypto: Blockchain Lead Innovations in Public Policy 2025 (PowerPoint slides)Tonya M. Evans, Khurshid P. Khoja Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 444201 444201 98 G4782 1:02:53 https://www.pli.edu/programs/advanced-issues-in-private-funds/443953?tCode=WTC5_RSS01 Fund managers Investment fund management Private equity funds Securities filings and financial statements Assets (Securities filings and financial statements) Taken from the Web Program Recorded July 15, 2025 in New YorkAdvanced Analysis of Evergreen Funds [00:58:58]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 strategiesAlexander Argyris, Denise Brenner, Matthew JillThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cleary Gottlieb, Alert, SEC FY 2024 Enforcement Results: Record Dollars But Many Fewer Cases (November 26, 2024)Maurice GindiCleary Gottleib, Alternative Asset Manager Governance & Succession: Founder Overview (May 14, 2024)Maurice Gindi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443953 443953 98 G3969 0:59:40 https://www.pli.edu/programs/advanced-issues-in-private-funds/443951?tCode=WTC5_RSS01 Investment fund management Private equity funds Tax Taken from the Web Program Recorded July 15, 2025 in New YorkUnderstanding Upper Tier Arrangements [00:59:34]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 entityJoshua Cohen, Jennifer Dunn, Elizabeth S. Fries, Colin S. KellyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cleary Gottleib, Private Clients Alert: New Reporting Requirements Under the Corporate Transparency Act Require Action by January 1st (October 11, 2024)Maurice GindiUpper Tier Terms, Program Transcript, Practising Law Institute, Twenty-Sixth Annual Private Equity Forum (April 28, 2025)Udi Grofman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443951 443951 98 G3969 0:59:35 https://www.pli.edu/programs/advanced-issues-in-private-funds/443957?tCode=WTC5_RSS01 Investment fund management Private equity funds Taken from the Web Program Recorded July 15, 2025 in New YorkArt of the Deal: Fundraising Dynamics [01:01:00]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 2024, a particularly challenging year, in light of changing economic circumstances and conditions in financial marketsLaura Friedrich, Joshua C. Liederman, Alex de Richemont, Dina Wegh The purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Art of the Deal: Fundraising Dynamics (Outline)Udi GrofmanPaul, Weiss, Rifkind, Wharton & Garrison LLP, PE Fundraising at a Glance (Q1 2025) (February 6, 2025)Udi GrofmanPaul, Weiss, Rifkind, Wharton & Garrison LLP, Client Memorandum, SEC Staff No-Action Letter on Exempt Offerings with General Solicitation Under Rule 506(c) (March 21, 2025)Udi Grofman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443957 443957 98 G3969 1:01:43 https://www.pli.edu/programs/advanced-issues-in-private-funds/443955?tCode=WTC5_RSS01 Fund managers Tender offers Private equity funds Taken from the Web Program Recorded July 15, 2025 in New YorkLiquidity Solutions and Exploring Additional Sources of Capital / End of Life Issues [01:04:20]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 clientsLauren King, Amanda Persaud, Katie St. PetersThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Simpson Thacher’s Liability Management Expresso (February 2025)Lauren KingRopes & Gray, Viewpoints, How to Grow AUM in a Challenging Fundraising Market (May 8, 2025)Amanda PersaudGP-Led Secondaries Reshaping the Landscape (Outline) (July 2024)Amanda PersaudPresentation MaterialCourse Materials: Liquidity SolutionsAmanda N. Persaud Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443955 443955 98 G3969 1:04:21 https://www.pli.edu/programs/advanced-issues-in-private-funds/443947?tCode=WTC5_RSS01 Fund managers Investment fund management Private equity funds Taken from the Web Program Recorded July 15, 2025 in New YorkPrivate Fund GC Panel: Issues and Trends Encountered in 2025 [01:02:30]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 industryFola Adamolekun, Israel Friedman, Udi Grofman, John Weinstein, Tracey YurkoThe 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)Udi GrofmanPaul, Weiss, Rifkind, Wharton & Garrison LLP, Client Memorandum, White House “America First Investment Policy” Directs Changes to CFIUS and Outbound Investment Programs (March 10, 2025)Udi GrofmanRopes & Gray, Alert, SEC Issues No-Action Letter Clarifying Rule 506(c) Accredited Investor Verification (March 14, 2025)Amanda Persaud Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443947 443947 98 G3969 1:02:31 https://www.pli.edu/programs/advanced-issues-in-private-funds/443949?tCode=WTC5_RSS01 Mergers and acquisitions Regulation, compliance, and enforcement (Corporate law) Attorney-client relations Regulation, compliance, and enforcement (Securities and other financial products) Investment fund management Taken from the Web Program Recorded July 15, 2025 in New YorkInvestment Management M&A: Advanced Analysis of the Private Equity Landscape [00:58:25]This panel brings together leading dealmakers and legal advisors to explore the current landscape of mergers and acquisitions in the investment management industry. Participants will gain insights into deal structures, deal terms, regulatory hurdles and integration challenges facing firms engaging in strategic transactions. After completing this session, participants will be able to:Evaluate key drivers and market conditions influencing investment management M&A activityNavigate complex regulatory considerations and compliance requirements in transaction structuringIdentify critical operational and cultural integration factors that determine deal successDevelop strategies to preserve client relationships and investment talent during ownership transitionsAnticipate emerging trends and innovations in investment management deal structuresJennifer Beal, Matthew B. Collin, Emily Mathews, Sumana Setty The 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, Transformative Amendments Proposed to Delaware General Corporation Law (February 25, 2025)Udi GrofmanPaul, Weiss, Rifkind, Wharton & Garrison LLP, Client Memorandum, Hart-Scott Rodino and Clayton Act Section 8 Thresholds for 2025 (January 22, 2025)Udi Grofman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 443949 443949 98 G3969 0:58:25 https://www.pli.edu/programs/aba-ethics-opinion-on-generative-ai-what-lawyers-need-to-know/440507?tCode=WTC5_RSS01 Ethics and professional responsibility Legal technology Technology Artificial intelligence Generative AI Lawyers have an ethical obligation to provide competent representation to clients, which includes understanding the risks and benefits associated with the technologies they use to provide legal services to clients. Few technologies have attracted more attention from the legal profession than generative AI. Lawyers are using generative AI tools in their practices for tasks like research, drafting pleadings, and document review and some firms are creating their own proprietary generative AI tools. Following the rapid adoption of generative AI by lawyers and some well-publicized examples of lawyers misusing generative AI, the ABA’s Standing Committee on Ethics and Professional Responsibility issued a Formal Opinion on Generative AI Tools in July 2024. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440507 440507 98 G5360 1:03:02 https://www.pli.edu/programs/operating-in-conflict-zones/440405?tCode=WTC5_RSS01 Financial institutions Regulation, compliance, and enforcement (Banking and finance) International law International litigation Regulation, compliance, and enforcement (International law) Global companies and financial institutions often find themselves operating in areas of conflict – places where war and civil unrest are prevalent, where parts of the economy or society are controlled by a designated terrorist organization, or where the government is engaged in armed conflict in other jurisdictions. The proliferation of conflicts and violence increasingly forces companies to consider whether and how to operate in such areas, as doing business in these regions is challenging and raises a host of legal and non-legal concerns. How can companies navigate the legal risks arising from sanctions? What are the litigation risks stemming from possible Anti-Terrorism Act claims? How can these risks be mitigated effectively? These are crucial issues that lawyers representing global companies must understand when navigating the challenges arising from operating in the most dangerous parts of the world.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440405 440405 98 G5490 1:00:58 https://www.pli.edu/programs/attorney-client-privilege-and-work-product-what-can-and-cannot-be-protected-from-disclosure-during-government-investigations-and-litigation/440337?tCode=WTC5_RSS01 Ethics and professional responsibility Attorney-client privilege Litigation Artificial intelligence Generative AI Disputes about the scope and applicability of attorney-client privilege and work product protection are not uncommon. The disputes can arise during investigations and can “carry over” into subsequent litigation, whether brought as an enforcement action by a government agency or by private parties. Protection or loss of privilege or work product depends on various factors, including the role of attorneys who conduct investigations and who the recipients of legal advice are and the technologies used during an investigation. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440337 440337 98 G5423 1:01:39 https://www.pli.edu/programs/under-review-with-alex-su--episode-one/446189?tCode=WTC5_RSS01 Corporate governance Education Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded July 7, 2025 in New YorkUnder Review with Alex Su – Episode One: Corporate Governance, AI and Legal Education, Law and Corporate Leadership [01:33:02]After completing this session, attorneys and legal professionals will be able to:Analyze the core legal principles underpinning Delaware’s dominance in corporate law and its Chancery Court precedents. Evaluate the implications of Senate Bill 21 for corporate governance and stakeholder protections. Identify how Delaware’s actions affect corporate advising and legal practice in other jurisdictions.Assess the effectiveness of AI models in answering legal casebook questions and office hour scenarios.Examine the limitations and risks of overreliance on AI tools in legal education and practice.Consider practical approaches to integrating AI into legal pedagogy and continuing education frameworks. Understand how legal experience in risk management and regulatory compliance can help to effectively communicate corporate strategy to boards and leadership. Analyze how legal expertise intersects with and influences broader business functions. Prof. Robert P. Bartlett, Prof. Lisa Larrimore Ouellette, Adam Sterling, Alex Su, Kristin Sverchek, Prof. Eric TalleyPresentation MaterialHandout: Del. S.B. 21, 153rd Gen. Assemb., Reg. Sess. (2025)Stanford Public Law Working Paper, Can AI Hold Office Hours? (Feb. 04, 2025)Prof. Lisa Larrimore Ouellette Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 446189 446189 98 G5530 1:33:02 https://www.pli.edu/programs/navigating-the-return-of-fintiv-and-discretionary-denial-in-inter-partes-review/440173?tCode=WTC5_RSS01 Intellectual property Patents Litigation Patent litigation Inter partes review Fintiv was a landmark decision by the Patent Trial and Appeal Board in 2020, establishing the Board’s ability to deny requests for inter partes review when a parallel district court case is already underway. Understanding the role that Fintiv plays in an IPR is critical for any patent practitioner: of the over 1,000 IPRs that are filed every year, about 50% of them spend considerable time on Fintiv, and almost 20% are ultimately denied under Fintiv.  On February 28, 2025, the United States Patent and Trademark Office changed the landscape significantly by re-emphasizing and expanding Fintiv’s reach. Join us as we delve into how the Board’s ability to deny IPRs under Fintiv has shaped the past five years of patent practice, and how the USPTO’s recent guidance will affect the next five. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440173 440173 98 G5451 1:01:59 https://www.pli.edu/programs/state-attorneys-general--understanding-their-powers-and-spotting-potential-regulatory-issues/439547?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Antitrust) Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Health care) Litigation Regulation, compliance, and enforcement (Political activity law) State attorneys general, as the chief legal officers in their states, not only defend the state in litigation and advise government officials and agencies, but also proactively set policy, issue legal opinions, and conduct civil investigations of and litigate against businesses, nonprofits, associations, and other organizations. An AG may act alone, in a multistate coalition, or in collaboration with federal agencies. Almost every industry sector may be subject to state AG scrutiny. Attendees will gain a broad understanding of state AGs’ unique powers and legal procedures as well as potential risk areas for private businesses and organizations. The panel will discuss emerging enforcement trends, as well as strategies aimed at avoiding financial or reputational loss from state AG litigation or an investigation. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 439547 439547 98 G5475 1:01:56 https://www.pli.edu/programs/export-control-law-and-politics-of-business-in-china/446826?tCode=WTC5_RSS01 International trade Export controls International sanctions Cross-border transactions Technology Taken from the Web Program Recorded July 1, 2025 in New YorkExport Control Law and Politics of Business in China [01:02:57]After completing this session, attorneys and legal professionals will be able to spot issues and better counsel clients on matters involving the below topics:Trade with China in Political Context – from WTO Accession to DecouplingKey U.S. Legislation affecting trade and investment in ChinaDevelopment of the regime of export controls for ChinaCurrent areas of policy focusCan US tech companies still do business in China?Potential penalties for violationsStrategies for mitigating riskFarhad R. Alavi, Valentin A. PovarchukPresentation MaterialPowerPoint: The New Era of U.S. National Security Regulations on Trade and Investment in China Export Controls, Sanctions, Customs, and other DevelopmentsFarhad R. Alavi, Valentin A. Povarchuk Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 446826 446826 98 G5526 1:03:39 https://www.pli.edu/programs/excessive-director-and-officer-compensation-under-delaware-law/438832?tCode=WTC5_RSS01 Corporate law Corporate governance Corporate litigation Employment and labor Litigation This program presents an analysis of duty of loyalty and fiduciary duty cases as it applies to executive / director compensation cases under Delaware law. Specifically, we will examine the current state of the law, the potential causes of action, theories of liability and damages, and take a deep dive into recent cases litigated in the Court of Chancery.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438832 438832 98 G5450 1:03:40 https://www.pli.edu/programs/navigating-a-financial-restatement-in-sec-reporting/438825?tCode=WTC5_RSS01 Accounting and financial reporting Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) When SEC reporting companies discover that they may have a material misstatement in their financial reporting, management and audit committee members must proactively address complex and unfamiliar issues without delay. Faculty will discuss how to successfully navigate the restatement process. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438825 438825 216 G5482 1:04:15 https://www.pli.edu/programs/real-estate-1031-exchanges-and-delaware-statutory-trusts/438807?tCode=WTC5_RSS01 Estate planning Estate tax Real estate Tax Real estate taxes Real estate tax deferral under IRC Section 1031 can be a significant estate planning strategy, and Delaware Statutory Trusts (DSTs) can be an effective solution for clients seeking passive real estate investments. This program will provide a comprehensive understanding of how Section 1031 and DSTs work together to ensure tax savings for the creation of a long-term real estate portfolio. We will provide an in-depth analysis of the applicable rules, opportunities, and challenges of using these tools, with a focus on the structuring process and critical estate planning considerations related to like-kind exchanges. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438807 438807 98 G5442 1:02:40 https://www.pli.edu/programs/ai-regulation-and-litigation-update-the-changing-legal-landscape-since-january-2025/438617?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology litigation Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) This one-hour briefing delivers a focused update on the most significant artificial intelligence regulatory developments and litigation outcomes that have emerged since January 2025.  The session will examine key changes in the rapidly evolving AI legal environment, providing practical insights for organizations across industries implementing AI technologies. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438617 438617 98 G5492 1:01:58 https://www.pli.edu/programs/how-to-read-an-insurance-policy-interpretation-and-guidance/438758?tCode=WTC5_RSS01 Insurance Insurance coverage Insurance policies This presentation offers a foundational introduction to insurance policy analysis to in-house counsel and business professionals. Led by experienced attorneys and risk professionals, this session breaks down the often-complex structure of insurance policies into manageable components. Participants will learn how to navigate policy declarations, understand coverage provisions, identify crucial definitions, and recognize important exclusions, terms, and conditions. The presentation will provide practical tools for non-insurance specialists to better understand their organization's coverage, spot potential gaps, and communicate effectively with risk management teams. Through straightforward examples and real-world scenarios, attendees will gain confidence in their ability to review policies and make informed decisions about their company's insurance needs. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438758 438758 98 G5449 1:04:00 https://www.pli.edu/programs/compliance--ethics-essentials/440765?tCode=WTC5_RSS01 Corporate ethics Corporate governance Chief compliance officers Risk management (Corporate governance) Regulation, compliance, and enforcement (Corporate law) Taken from the Web Program Recorded June 26 - 27, 2025 in New YorkThe Evolving Role and Responsibilities of the Chief Compliance Officer [01:01:46]Through the exploration of real-world hypothetical scenarios, this session will address the evolving role and responsibilities of the Chief Compliance Officer. After this session, attendees will have explored:Addressing common challenges and obstacles that compliance officers faceEffectiveness across functions and throughout the enterpriseThe role of the compliance program in monitoring those risk areas that are “owned” by other functionsTracey Gilliam, Bill BurtisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Commissioner Hester M. Pierce, Statement, Chief Compliance Officer Liability: Statement on In the Matter of Hamilton Investment Counsel LLC and Jeffrey Kirkpatrick (July 1, 2022), available at: www.sec.govTheodore L Banks,Rebecca WalkerSwipe Right for Compliance: Finding the Perfect CCO, Compliance and Ethics: Ideas & Answers (April 2024), available at: https://ideasandanswers.com/compliance-andethics-articles/Rebecca WalkerPresentation MaterialSegment PowerPoint: The Evolving Role and Responsibilities of the Chief Compliance OfficerBill Burtis, Tracey C. Gilliam Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440765 440765 98 G3131 1:01:46 https://www.pli.edu/programs/compliance--ethics-essentials/440784?tCode=WTC5_RSS01 Corporate governance Board of directors Chief compliance officers Regulation, compliance, and enforcement (Corporate law) Employment training Taken from the Web Program Recorded June 26 - 27, 2025 in New YorkCompliance Board Oversight and Program Structure: Program Authority and Independence [01:01:32]This panel will explore effective compliance program structures and the board’s responsibilities 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 organizationFacilitate effective Board oversight and support of the Compliance ProgramRebecca Walker, Steven GyeszlyThe 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”), available at: https://ideasandanswers.com/enhancing-board-oversight-of-compliance-programs-a-strategic-guide-for-directors/Rebecca WalkerBoard Resolutions: Strengthening Compliance Programs, Compliance and Ethics: Ideas & Answers (January 29, 2024), available at: https://ideasandanswers.com/board-resolutionsstrengthening-compliance-programs/Rebecca WalkerBoard Oversight, Compliance and Ethics: Ideas & Answers (September 25, 2023), available at: https://ideasandanswers.com/ia-board-oversight/Rebecca WalkerPresentation MaterialSegment PowerPoint: Compliance Board Oversight and Program Structure: Program Authority and IndependenceSteven G. Gyeszly, Rebecca Walker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440784 440784 98 G3131 1:01:32 https://www.pli.edu/programs/compliance--ethics-essentials/440768?tCode=WTC5_RSS01 Corporate ethics Regulation, compliance, and enforcement (Corporate law) Ethical issues (Ethics and professional responsibility) Regulation, compliance, and enforcement (Ethics and professional responsibility) Taken from the Web Program Recorded June 26 - 27, 2025 in New YorkIntegrity Builds Trust: What? So What? And Now What? [01:00:44]This session will explore how fostering a culture of integrity at an organization builds trust from employees and the public. After completing this session, participants will be able to:Comply with ABA Rule 8.4 – Maintaining the Integrity of the ProfessionImplement the elements of trust – Ability, Benevolence, and IntegrityUnderstand the business case for trust and compliance – trustworthy companies outperform non-trustworthy companies by 2.5 timesQuestion the connection between professional skepticism and moral meltdowns – Where Were the lawyers? Where was compliance?1990’s - Enron2000’s – Bernie Madoff2010’s – Theranos2020’s - FTXNo legal ethics credit for this panel  Paul E. FiorelliThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:What Is Values-Based Leadership and Why Should We Care? Establishing Workplace Integrity: Six Lessons in Values-Based Leadership, Business Expert Press (April 4, 2024)Paul E. FiorelliPresentation MaterialSegment PowerPoint: Integrity Builds Trust: What? So What? And Now What?Paul E. Fiorelli Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440768 440768 98 G3131 1:00:44 https://www.pli.edu/programs/compliance--ethics-essentials/440781?tCode=WTC5_RSS01 Corporate ethics Risk management (Corporate governance) Regulation, compliance, and enforcement (Corporate law) Taken from the Web Program Recorded June 26 - 27, 2025 in New YorkCompliance Risk Assessment [01:00:43]This session provides practical tools for assessing and mitigating compliance risks. After completing this session, participants will be able to:Apply effective methodologies for compliance risk assessmentsReport on the risk assessment processIdentify and mitigate common pitfalls in risk assessmentsSkills credit for NY Attorneys Jack Holleran, Angie KolarThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Quick but Never Dirty Risk Mapping, Compliance and Ethics: Ideas & Answers (October 9, 2023), available at: https://ideasandanswers.com/quick-but-not-dirtyrisk-mapping/.Rebecca WalkerKwamina Thomas Williford, Ch. 4: Risk Assessment and Gap Analysis, Practising Law Institute, Corporate Compliance Answer Book (2024 Edition) (October 2023)Theodore L Banks,Rebecca WalkerPresentation MaterialSegment PowerPoint: Compliance Risk AssessmentJack Holleran, Angela Kolar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440781 440781 98 G3131 1:00:43 https://www.pli.edu/programs/compliance--ethics-essentials/440762?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Information, data, and knowledge management (Legal operations) Metrics and analytics (Legal operations) Artificial intelligence Taken from the Web Program Recorded June 26 - 27, 2025 in New YorkArtificial Intelligence and Data Analytics in E&C Programs [00:59:48]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:Leverage AI and data analytics to enhance compliance programsUnderstand the critical role of data in complianceCreate a road map for AI and data analytics strategiesCFE Field of Study: Fraud IAPP Privacy credit for Privacy ProfessionalsCybersecurity, Privacy and Data Protection - General credit in NY  Anna R. Gressel, Chris Miller, Dan QuintasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Patrick Dundas, Ch. 18: Legal Data Analytics, Practising Law Institute, Knowledge Management & Innovation: A Manual for Law Firms and Other Legal Services Organizations (November 2023)Theodore L Banks,Rebecca WalkerPresentation MaterialSegment PowerPoint: Artificial Intelligence and Data in E&C ProgramsAnna R. Gressel, Chris Miller, Dan Quintas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440762 440762 98 G3131 0:59:48 https://www.pli.edu/programs/compliance--ethics-essentials/440774?tCode=WTC5_RSS01 Corporate ethics Corporate social responsibility Regulation, compliance, and enforcement (Corporate law) Anti-corruption due diligence Taken from the Web Program Recorded June 26 - 27, 2025 in New YorkSocial Responsibility and Third Party Risk Management [01:00:24]This session will explore the compliance risks and controls related to social responsibility and third party risk management. After completing this session, participants will be able to:Develop effective social responsibility policies and proceduresIdentify effective procedures for conducting third party due diligenceImplement appropriate controls directed at suppliers, agents, and other third partiesSkills credit for NY Attorneys Panel Leader: Maurice L. Crescenzi, Jr.Shana Cappell, Timothy P. Hedley, Ellen HuntThe 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)Theodore L Banks,Rebecca WalkerPresentation MaterialSegment PowerPoint: Social Responsibility and Third Party Risk ManagementShana Cappell, Maurice L. Crescenzi, Jr., Timothy P. Hedley, Ellen M. Hunt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440774 440774 98 G3131 1:00:24 https://www.pli.edu/programs/compliance--ethics-essentials/440771?tCode=WTC5_RSS01 Risk management (Corporate governance) Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Employment training Taken from the Web Program Recorded June 26 - 27, 2025 in New YorkHelplines, Investigations and Responding to Misconduct [01:00:03]The session addresses strategies for encouraging reporting, conducting investigations, and responding to suspected misconduct. Upon completing this session, participants will be able to:Manage effective helplines and create a robust non-retaliation policyIdentify best practices in conducting internal investigations.Address the fear of retaliationSkills credit for NY Attorneys Kimberly White, Adam SiegelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Internal InvestigationsScott R. LassarRoot Cause Analysis: Driving Continuous Improvement, Compliance and Ethics: Ideas & Answers (February 3, 2025), available at: https://ideasandanswers.com/root-cause-analysis-driving-continuous-improvementRebecca WalkerEffective Root Cause Analysis of Compliance Violations, Toolkit, Compliance and Ethics: Ideas & Answers, available at: https://ideasandanswers.com/root-cause-analysis-driving-continuous-improvementRebecca WalkerPresentation MaterialSegment PowerPoint: Helplines, Investigations and Responding to MisconductAdam Siegel, Kimberly W. White Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440771 440771 98 G3131 1:00:03 https://www.pli.edu/programs/compliance--ethics-essentials/440778?tCode=WTC5_RSS01 Corporate ethics Regulation, compliance, and enforcement (Corporate law) Employment training Artificial intelligence Taken from the Web Program Recorded June 26 - 27, 2025 in New YorkCompliance Codes, Policies, Training and Communications [01:02:57]This segment will highlight the critical importance of clear codes of conduct, effective compliance policies and impactful training and communications. After completing this session, participants will be able to:Identify best practices in codes of conduct and compliance policiesImplement best practices in compliance training, including role-based and just-in-time training techniquesImpact corporate culture with compliance training and communicationsSkills credit for NY Attorneys Alison Hinds-Pearl, Emeka N. NwankpahThe 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), available at: https://ideasandanswers.com/policy-governance-whichcompliance-policies-should-be-enterprise-wide-in-scope/Rebecca WalkerSteven D. Gordon, Ch. 2: Implementation of an Effective Compliance and Ethics Program, Practising Law Institute, Corporate Compliance Answer Book (2024 Edition) (October 2023)Theodore L Banks,Rebecca WalkerPresentation MaterialSegment PowerPoint: Compliance Codes, Policies, Training and CommunicationsAlison Hinds-Pearl, Emeka N. Nwankpah Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440778 440778 98 G3131 1:03:39 https://www.pli.edu/programs/compliance--ethics-essentials/440759?tCode=WTC5_RSS01 Corporate ethics Regulation, compliance, and enforcement (Corporate law) Gatekeepers Ethics and professional responsibility In-house counsel (Ethics and professional responsibility) Taken from the Web Program Recorded June 26 - 27, 2025 in New YorkLegal Ethics for Compliance Lawyers and Compliance Officers [01:00:53]This segment will explore the ethical obligations of compliance lawyers and compliance professionals. Upon completion of this session, participants will be able to:Understand the intersection of compliance and ethics as part of an attorney or compliance officer gatekeeper roleIdentify which compliance program communications can (and should) be privilegedConsider ethics in program activities, such as risk and program assessment and investigationsIdentify potential conflicts between legal and compliance professional ethicsBenjamin Gruenstein, Eric F. HintonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Considerations in Antitrust: Professional and Substantive, Selected Background Information on Legal Ethics and AntitrustTheodore L. BanksPresentation MaterialSegment PowerPoint: Legal Ethics for Compliance Lawyers and Compliance OfficersBenjamin Gruenstein, Eric F. Hinton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440759 440759 98 G3131 1:01:35 https://www.pli.edu/programs/the-idea-has-this-federal-legislation-done-what-it-intended-to-do---part-one-then-1974/442676?tCode=WTC5_RSS01 Family law Education Special education Disabled children Public interest law and pro bono Taken from the Web Program Recorded June 26, 2025 in San FranciscoThe IDEA: Has This Federal Legislation Done What It Intended To Do – Part One: Then, 1975 [01:02:17]After attending this briefing, participants will be able to:Understand the intent/purpose of the IDEA when it first came aboutUnderstand the procedural rights of the IDEA at inceptionUnderstand the substantive rights of the IDEA at inceptionUnderstand the student/parent rights of the IDEA at inceptionModerator: Roberta S. Savage, Speakers: Alexis Casillas, Jonathan A. ZimringPresentation MaterialPublic Law 94-142Alexis Casillas, Jonathan A. Zimring Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442676 442676 98 G5494 1:02:17 https://www.pli.edu/programs/the-idea-has-this-federal-legislation-done-what-it-intended-to-do---part-two-now-2025/442680?tCode=WTC5_RSS01 Family law Education Special education Disabled children Public interest law and pro bono Taken from the Web Program Recorded June 26, 2025 in San FranciscoThe IDEA: Has This Federal Legislation Done What It Intended To Do – Part Two: Now, 2025 [01:00:23]After attending this briefing, participants will be able to:Understand the intent/purpose of the IDEA nowUnderstand the procedural rights of the IDEA nowUnderstand the substantive rights of the IDEA nowUnderstand the student/parent rights of the IDEA nowModerator: Devon Rios, Speakers: Selene A. Almazan, David M. GreyPresentation MaterialBoard of Education of the Hendrick Hudson Central Sch. Dist., v. Amy Rowley, 458 U.S. 176 (1982)Selene A. Almazan, David M. GreyEndrew F. v. Douglas County Sch. Dist., 137 S.Ct. 988 (2017)Selene A. Almazan, David M. Grey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442680 442680 98 G5495 1:00:23 https://www.pli.edu/programs/the-idea-has-this-federal-legislation-done-what-it-intended-to-do---part-three-future-beyond-2025/442688?tCode=WTC5_RSS01 Family law Education Special education Litigation Public interest law and pro bono Taken from the Web Program Recorded June 26, 2025 in San FranciscoThe IDEA: Has This Federal Legislation Done What It Intended To Do – Part Three: Future, Beyond 2025 [01:01:53]After attending this briefing, participants will be able to:Predict what the next steps will be related to the IDEAPredict the possible future of the IDEAUnderstand what potential changes to procedural, substantive, and student/parent rights are expected or possible under the IDEA Moderators: Devon Rios, Roberta S. Savage, Speakers: Selene A. Almazan, Alexis Casillas, David M. Grey, Jonathan A. ZimringPresentation MaterialApril 10, 2025 COPAA Press ReleaseSelene A. Almazan, Alexis Casillas, David M. Grey, Jonathan A. ZimringNikki S. Carter, et. al. v. U.S. Dept. of Educ., Case No. 1:25-cv-744- PLF (filed in the U.S. District Court for the District of Columbia, 2025) – First Amended Complaint for Declaratory and Injunctive ReliefSelene A. Almazan, Alexis Casillas, David M. Grey, Jonathan A. Zimring Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 442688 442688 98 G5496 1:01:53 https://www.pli.edu/programs/economic-sanctions-and-investment-controls-2025-compliance-in-a-complex-world/438506?tCode=WTC5_RSS01 International law International trade Regulation, compliance, and enforcement (International law) International sanctions Economic sanctions Economic sanctions laws and trade regulations have been imposed at an increasingly rapid clip in the U.S., UK and European Union in order to support the national security and foreign policy goals of those authorities. Recent expansions and updates to sanctions regimes have been driven by ongoing geopolitical developments involving Russia, China, Iran, and other high-risk jurisdictions. Entering 2025, the United States has sought to impose “maximum pressure” on Iran and on enacting multi-disciplinary national security initiatives against China, while efforts to resolve the conflict between Russia and Ukraine has raised the prospect of divergence or de-escalation of sanctions programs as between the U.S., EU and UK enforcement regimes. That said, civil and criminal enforcement continues robustly across governments and borders as sanctions investigations continue to ripen into enforcement actions.The rapid pace of developments in this space, and the complexity of the new sanctions programs, has posed a compliance challenge for businesses around the world. Sanctions compliance is therefore a mission critical matter for organizations of all shapes and sizes. Whether conducting due diligence or reviewing contract terms relating to a new customer or new investment, addressing the raft of sanctions imposed against countries such as Russia, Iran, or other key moderate- or high-risk jurisdictions such as China, Venezuela, Cuba, or Hong Kong, or assessing and implementing a corporate sanctions compliance program, stakeholders are encouraged to continuously assess and mitigate against potential sanctions risks and emerging vulnerabilities.This session will provide an overview of recent developments in U.S., EU, and UK sanctions, including sanctions imposed against Russia, Iran, Venezuela, and China, and will consider how ongoing shifts in geopolitics may affect government enforcement priorities and corporate compliance professionals alike. It will also cover recent published guidance and enforcement developments and trends, including in the financial services, transportation and virtual currency industries. The session will explore what these sanctions developments may portend for the future and discuss approaching cross-border compliance challenges. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438506 438506 98 G5474 1:02:48 https://www.pli.edu/programs/ethics-in-discovery/440397?tCode=WTC5_RSS01 Social media Ethical issues (Ethics and professional responsibility) Litigation Discovery Generative AI Taken from the Web Program Recorded June 25, 2025 in New YorkEthics in Discovery [02:05:55]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 ariseReview recent disciplinary action and attorney sanction cases and 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 discoveryRecognize where cybersecurity risks can occur in discovery and identify ethical best practices for handling those risks when receiving, reviewing, or producing discoveryJeremy Bates, Elizabeth T. Simon, Kaylin L. WhittinghamThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York Rules of Professional Conduct, available at: https://nysba.org/wp-content/uploads/2025/03/NYSBA-NY-Rules-of-Professional-Conduct-2025-web-1.pdfDavid M. Rabinowitz,Carole L Basri,Elizabeth T. SimonEthics Issues Related to Social Media and Discovery (Outline) (April 2025)Elizabeth T. SimonNew 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)Elizabeth T. SimonEthics for Counsel Responding to a Cybersecurity CrisisPhilip N. YannellaABA Formal Opinion 508: The Ethics of Witness Protection (Summary) (April 2025)Kaylin L. WhittinghamIn the Matter of Wolman, 224 A.D.3d 94 (N.Y. App. Div. 2024)Kaylin L. WhittinghamIn the Matter of Renna, 225 A.D.3d 1055 (N.Y. App. Div. 2024)Kaylin L. WhittinghamIn the Matter of Rosin, 229 A.D.3d 195 (N.Y. App. Div. 2024)Kaylin L. WhittinghamPresentation MaterialEthics in Discovery (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 440397 440397 98 G3124 2:05:55 https://www.pli.edu/programs/ethics-for-in-house-corporate-counsel/440370?tCode=WTC5_RSS01 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 25, 2025 in New YorkEthics for In-House Corporate Counsel [02:05:12]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, David Boyd Booker, Timothy Heine, Inna N. Jackson, Elizabeth T. Simon, Leon C. SkornickiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York Rules of Professional Conduct, available at: https://nysba.org/wp-content/uploads/2025/03/NYSBA-NY-Rules-of-Professional-Conduct-2025-web-1.pdfDavid M. Rabinowitz,Carole L Basri,Elizabeth T. SimonCarole Basri and Irving Kagan, Ch. 8: The Client—Ethical Considerations, Practising Law Institute, Corporate Legal Departments (4th Edition) (August 2024)Carole BasriCarole Basri and Irving Kagan, Ch. 9: Confidentiality of Communications, Practising Law Institute, Corporate Legal Departments (4th Edition) (Excerpt) (August 2024)Carole BasriIsabel C. Franco, Ch. 2: International Attorney-Client Privilege, Practising Law Institute, International Corporate Practice: A Practitioner’s Guide to Global Success (February 2023)Carole BasriHumira Noorestani, Appendix A20: In-House Counsel Pro Bono Programs, Practising Law Institute, Corporate Legal Departments: Practicing Law in a Corporation (4th Edition) (August 2022)Carole BasriPresentation MaterialEthics for In-House Corporate Counsel 2025 (PowerPoint Slides)Carole Basri, David Boyd Booker, 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 440370 440370 98 G3123 2:05:12 https://www.pli.edu/programs/internal-investigations/440357?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Ethics and professional responsibility Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 24, 2025 in New YorkConducting the Internal Investigation [01:32:06]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 auditors B. 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: Greg D. Andres Speakers: Carrie H. Cohen, Stephanie S. Heglund, Michael P. Robotti, E. Scott SchirickThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:King & Spalding LLP, General Counsel’s Decision Tree for Internal Investigations (May 2023)Dixie L. Johnson,Grant W. Nichols,Brandt Leibe,Amy B. BoringJenner & Block LLP, Client Alert: The Trump Administration Calls for a Pause on New FCPA Enforcement, but Don’t Abandon Compliance Programs Just Yet (February 14, 2025)Shreve Ariail,Sara M. Stappert,Steven J. Arango,Rachel E. Palermo,Amanda Holme,David Bitkower,Keisha N. Stanford,Tali R. Leinwand,Shoba PillayJenner & Block LLP, Client Alert: Bondi DOJ Pivots on Approach to National Security Enforcement (February 12, 2025)Shreve Ariail,Ian Moss,Brennan Murray,Philip J. Chertoff,Natasha Brown Harris,Julianna St. Onge,Keisha N. Stanford,Shoba PillayJenner & Block LLP, Client Alert: New York Issues Significant Amendments to Its Forward-Leaning Cyber Regulations (November 7, 2023)Shoba Pillay,Laurel Loomis Rimon,Sara M. Crook,Benjamin C. Seelig Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440357 440357 98 G3165 1:32:06 https://www.pli.edu/programs/internal-investigations/440354?tCode=WTC5_RSS01 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 24, 2025 in New YorkConcluding the Internal Investigation [01:14:19]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 ZornbergSpeakers: Seth L. Levine, Marshall Miller, Caitlin SikesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:King & Spalding LLP, General Counsel’s Decision Tree for Internal Investigations (May 2023)Dixie L. Johnson,Grant W. Nichols,Brandt Leibe,Amy B. BoringConcluding the Internal Investigation (April 2025)Luke Fiedler,Steven M. Malina,Alexandra J. BlockJenner & Block LLP, Client Alert: DOJ Continues Its Trend of Strengthening Incentives to Report Corporate Misconduct (May 9, 2024)Brandon D. Fox,Laurel Loomis Rimon,Tali R. Leinwand,David Bitkower,Anthony Barkow,Carolyn S. Small,Paige Zielinski,Shoba Pillay Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440354 440354 98 G3165 1:15:01 https://www.pli.edu/programs/internal-investigations/440360?tCode=WTC5_RSS01 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 24, 2025 in New YorkCommencing the Internal Investigation: Considerations at the Outset [01:31:01]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: Victor L. Hou Speakers: Jillian B. Berman, Sean Hecker, Nancy PrahoferThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:King & Spalding LLP, General Counsel’s Decision Tree for Internal Investigations (May 2023)Dixie L. Johnson,Grant W. Nichols,Brandt Leibe,Amy B. BoringEarly Investigation Considerations (April 2025)Luke Fiedler,Steven M. MalinaJenner & Block LLP, Client Alert: DOJ Launches Its Corporate Whistleblower Awards Pilot Program (August 14, 2024)Matthew T. Gordon,David Bitkower,Erin Schrantz,Tali R. Leinwand,Keisha N. Stanford,Carolyn S. Small,Paige Zielinski,Shoba Pillay Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440360 440360 98 G3165 1:31:43 https://www.pli.edu/programs/internal-investigations/440351?tCode=WTC5_RSS01 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 24, 2025 in New YorkInternal Investigations: Regulators Roundtable [01:32:07]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: Ellen M. MurphySpeakers: Antonia M. Apps, Gurbir S. Grewal, Jonathan P. LaxThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:King & Spalding LLP, General Counsel’s Decision Tree for Internal Investigations (May 2023)Dixie L. Johnson,Grant W. Nichols,Brandt Leibe,Amy B. BoringJenner & Block LLP, Client Alert: Key Insights from DOJ’s September 2024 Update to “Evaluation of Corporate Compliance Programs” (September 30, 2024)Idun B. Klakegg,Katya Jestin,David Bitkower,Erin Schrantz,Tali R. Leinwand,Shoba PillayU.S. Securities and Exchange Commission, Press Release, SEC Announces Enforcement Results for Fiscal Year 2024 (November 22, 2024)Paul Helms,Lisa M Noller,E. Scott Morvillo,Ellen M Murphy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440351 440351 98 G3165 1:32:07 https://www.pli.edu/programs/global-ip-spotlight--canada/445634?tCode=WTC5_RSS01 Intellectual property Trademark litigation Patents Patent litigation Trade secret dispute litigation Taken from the Web Program Recorded June 23, 2025 in New YorkGlobal IP Spotlight – Canada [01:01:09]After completing this program, participants will be able to review and address:Trademarks and Copyright in CanadaWhat are the implications of the new challenge process for official marks?How does Canada's holistic approach to infringement differ from the U.S., especially for artistic works?Where does Canada stand on AI and authorship? What trends are emerging?What should U.S. counsel keep in mind about Canada's no-use requirement for trademark registration?How is the pilot cancellation project being used, and what evidentiary burdens are applicants facing?What are the practical effects of the requirement to seek leave to file new evidence on appeal?How do Canada’s moral rights and fair dealing frameworks influence day-to-day advising?In Quebec, how are brand owners adapting to evolving language law requirements?Patent Law in CanadaHow does Canada’s approach to patentable subject matter compared with U.S. jurisprudence?How does Canada treat novelty and prior art disclosures differently from the U.S.?Where do Canadian courts stand on prior user rights and their scope in litigation?What is Canada’s stance on double patenting, and how does it compare with the U.S. terminal disclaimer system?Canadian Trademark Office Developments What progress has been made in improving examination timeliness at CIPO?How is the office ensuring quality and consistency in examination outcomes?Are there upcoming regulatory reforms that U.S. stakeholders should be aware of?How is CIPO approaching modernization and international cooperation through Madrid?IP Litigation in CanadaHow does the absence of jury trials and limited discovery shape litigation tactics in Canada?What is the role of the Federal Court in consolidating IP litigation, and how does that affect forum shopping?How do Canadian remedies for IP infringement differ most sharply from U.S. remedies?What are the key trends in the volume and nature of IP litigation in Canada today?How does PM(NOC) litigation in Canada compare with Hatch-Waxman litigation in the U.S., and what strategic differences emerge for parties on either side of the border?What trends are developing in Canadian IP litigation, particularly in terms of the types of patents, copyrights, trade secrets, or trademarks being litigated?Canada’s International IP and Policy Perspectives Canada’s Patent Office is prohibited from making policy decisions, a position underscored in the Amazon.com case. What are the implications of this limitation for innovation and regulatory flexibility?What accounts for Canada’s relatively stable patent law outcomes over the past 25 years? What accounts for this stability, and how does it compare to the more dynamic environment in the U.S.?How do trade agreements like the CPTPP and CETA shape Canada’s patent framework? Are these treaties driving substantive changes, or is their effect more structural?Canada has generally avoided relying on patents in areas like open science. How does this position support innovation in under-resourced or high-risk research areas?What are some factors behind the use of regulatory exclusivities, rather than patents, for incentivizing innovation in small or uncertain markets, such as rare diseases or niche pharmaceuticals?Regarding the limitations of WTO enforcement and the lack of investor-state remedies under CUSMA, what does that mean for IP holders who operate across North America?What lessons can U.S. policymakers take from Canada’s strategic approach to IP in trade negotiations and disputes?Final ThoughtsWhat’s one common misperception U.S. practitioners have about Canada’s IP system?What’s one area where Canada is ahead of the curve on IP? What’s one area where the US is ahead of the curve on IP?What’s one practical tip you would give a U.S. client entering the Canadian market today?Richard Gold, Daryl Lim, Catherine Lovrics, Chelsea Nimmo, Mesmin Pierre, Anthony Prenol, Stephanie N. VaccariPresentation MaterialCanadian Intellectual Property Office: 2023–2028 Business StrategyMesmin PierreChart: Intellectual property in CanadaMesmin PierreForum Shopping Considerations for IP Litigation in CanadaChelsea NimmoIP roadmap – Your path to industrial design registration – Direct filing with the Canadian Intellectual Property OfficeMesmin PierreIP Roadmap: Your Path to Trademark RegistrationMesmin PierreKey Differences in IP Litigation between Canada and the United StatesChelsea NimmoOne Pager on CopyrightMesmin PierreOne Pager on Industrial DesignsMesmin PierreOne Pager on TrademarksMesmin Pierre Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 445634 445634 98 G5501 1:01:09 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/440325?tCode=WTC5_RSS01 Patents Patentability Prior art Patent claims Technology litigation Taken from the Web Program Recorded June 23, 2025 in San Francisco35 USC 101 and Double Patenting: What Can Be Patented in 2025? [01:50:00]After completing this session, participants will be able to:Understand where is the law: 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 Alice (2025)Michael 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: 2018-2024 - 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 440325 440325 98 G3105 1:50:42 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/440313?tCode=WTC5_RSS01 Design patents Patentability Prior art Patent claims Technology litigation Taken from the Web Program Recorded June 23, 2025 in San FranciscoThe New World of Designs Post-Rosen! KSR Looms! [01:19:03]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 GuidelinesTracy-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., 2024 Design Patents Year in Review: Analysis and Trends (4th Edition)Tracy-Gene G. DurkinPresentation MaterialCurrent Trends in Sections 171, 102, 103, and 112: The New World of Designs Post-RosenTracy-Gene G. DurkinDesigns, TM and Copyright Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440313 440313 98 G3105 1:19:45 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/440322?tCode=WTC5_RSS01 Intellectual property Trademark litigation Patents Patentability Prior art Taken from the Web Program Recorded June 23, 2025 in San FranciscoSection 102 Conditions for Obtaining a Patent; Novelty: Inside and Outside the USPTO – Cases and Decisions [01:02:22]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”Sasha G. RaoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Novelty Under the AIA: Developments and Best Practices (April 7, 2025)Sasha G. RaoPresentation MaterialNovelty Under the AIA: Recent Developments and Best PracticesSasha G. Rao Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440322 440322 98 G3105 1:02:22 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/440316?tCode=WTC5_RSS01 Invention disclosures Obviousness Prior art Patent infringement Patent claims Taken from the Web Program Recorded June 23, 2025 in San Francisco35 USC 112 Patent Specifications – Decisions on Disclosure and Claiming [00:59:46]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 USC 112 Patent Specifications—Decisions on Disclosure and Claiming 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 440316 440316 98 G3105 1:00:28 https://www.pli.edu/programs/patent-eligibility-prior-art-and-obviousness/440319?tCode=WTC5_RSS01 Trademarks Patents Obviousness Technology litigation Technology Taken from the Web Program Recorded June 23, 2025 in San FranciscoKSR and 103: Conditions for Obtaining a Patent; Non-Obvious Subject Matter [01:01:36]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: The USPTO Guidance 17 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 440319 440319 98 G3105 1:02:18 https://www.pli.edu/programs/international-arbitration/440295?tCode=WTC5_RSS01 International arbitration Dispute resolution Practice skills (Litigation) Taken from the Web Program Recorded June 23, 2025 in New YorkThe New Administration and International Arbitration [00:57:00]This session will cover the impact of recent tariffs on international arbitration. After completing this session, participants will be able to:Understand the impacts of recent tariffs on international arbitrationConsider whether these tariffs will impact the US as a choice of seatIdentify the types of disputes that will emerge due to tariffsModerator: Michael GranneSpeakers: J. Brian Casey, Victor Ruiz, Tuuli TimonenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Mark Mangan, Lindsay Francis & Mangan, LFM Insight, Potential Contract and Treaty Claims Arising from ‘Reciprocal’ Tariffs (April 9, 2025)John Fellas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440295 440295 98 G3089 0:57:42 https://www.pli.edu/programs/international-arbitration/440298?tCode=WTC5_RSS01 International arbitration Dispute resolution Practice skills (Litigation) Summary judgments Taken from the Web Program Recorded June 23, 2025 in New YorkNew Directions in International Arbitration [01:17:25]This panel will cover new directions in international arbitration. After completing this session, participants will be able to:Explore whether international arbitration offers flexibility, rigidity, or bothConsider whether submissions have become too longDiscuss whether witness statements are required in international arbitrationUnderstand the pros and cons of summary dispositionsRecognize when an arbitration can be decided without hearingsModerator: John FellasSpeakers: Christopher Bogart, J. Brian Casey, Louis B. Kimmelman, Dr.Diora ZiyaevaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:In Praise of Americanization—Solutions to What Ails International Arbitration, PLI Current: The Journal of PLI Press, Vol. 8 (2024)Mike PaisnerFulfilling the Promise of International Arbitration as Streamlined Dispute Resolution (April 2025)Sophia T. Slater,Diora ZiyaevaPresentation MaterialA Tale of Two Arbitrations: Reducing Time and Costs in Commercial Disputes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440298 440298 98 G3089 1:17:25 https://www.pli.edu/programs/international-arbitration/440301?tCode=WTC5_RSS01 International arbitration Dispute resolution Practice skills (Litigation) Taken from the Web Program Recorded June 23, 2025 in New YorkHot Topics and Recent Developments in International Arbitration [01:37:01]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 initiativesUnderstand revisions to the English Arbitration ActUse anti-suit injunctions in arbitrationStay current on the new International Bar Association initiatives on privilege and res judicata in international arbitrationModerator: John FellasSpeakers: Matthew Draper FCIArb, Hilary Heilbron KC, Rekha Rangachari, Dr. Mohamed F. SweifyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Arbitration Act 2025, Ch. 4 (February 24, 2025) (UK), available at: http://www.legislation.gov.uk/Hilary Heilbron KCPresentation MaterialMohamed F. Sweify PowerPointDr. Mohamed F. SweifyThe Arbitration Act 1925 PowerPointHilary Heilbron KCIBA, Report on Uniform Guidelines on Privilege in International ArbitrationIBA, Report on Res Judicata in International Arbitration Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440301 440301 98 G3089 1:37:01 https://www.pli.edu/programs/international-arbitration/440292?tCode=WTC5_RSS01 International arbitration Dispute resolution Practice skills (Litigation) Taken from the Web Program Recorded June 23, 2025 in New YorkEffective Advocacy in International Arbitration [01:19:37]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 advocacyRecognize the do’s and don’ts of oral advocacyPerform effective oral opening and closing statementsExecute effective cross examinationUnderstand the importance of redirect examinationModerator: John FellasSpeakers: Michelangelo Cicogna, B. Ted Howes, Stephen J. Pearson, Fara TabatabaiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Advocacy Through the Eyes of an Arbitrator (April 24, 2025)Michelangelo Cicogna Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440292 440292 98 G3089 1:19:37 https://www.pli.edu/programs/international-arbitration/440289?tCode=WTC5_RSS01 International arbitration Dispute resolution Practice skills (Litigation) Taken from the Web Program Recorded June 23, 2025 in New YorkThe International Arbitrator’s Point of View [01:30:02]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 counselUnderstand international arbitrators’ pet peevesRecognize what arbitrators find effectiveGet an inside view of arbitrator deliberationsModerator: Tuuli TimonenSpeakers: Jay Alexander, Stephanie Cohen, Utku Cosar, Joseph E. NeuhausThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Advocacy in International Arbitration: Preparing Witness Statements and Conducting Cross ExaminationJohn Fellas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440289 440289 98 G3089 1:30:44 https://www.pli.edu/programs/the-future-of-construction--design/440344?tCode=WTC5_RSS01 Real estate development Real estate construction Construction contracts Technology Artificial intelligence Taken from the Web Program Recorded June 23, 2025 in New YorkConstruction in the Midst of Market Disruption and Uncertainty [01:02:41]This session will focus on strategies for navigating construction projects and managing construction risk in the midst of market disruption and uncertainty due to current economic conditions. After completing this session, participants will be able to:Understand current risks and how to protect against themFormulate a strategy for addressing tariff impactsUnderstand the risks associated with ICE raids on construction projects and how to address themHeidi Hennig Rowe, Daniel G. Rosenberg The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Office of the New York State Comptroller, Press Release, DiNapoli: NYC Immigrant Workforce Below 2015 Peak, Federal Policies Still Weighing on City’s Labor Force (March 21, 2024)Josh M Leavitt,Heidi H. RoweConstruction in the Midst of Market Disruption and Uncertainty (PowerPoint slides)Heidi H. Rowe,Daniel G. RosenbergPresentation MaterialSegment PowerPoint - Construction in the Midst of Market Disruption and UncertaintyDaniel G. Rosenberg, Heidi H. Rowe Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440344 440344 98 G5214 1:02:41 https://www.pli.edu/programs/the-future-of-construction--design/440346?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Energy) Regulation, compliance, and enforcement (Environmental law) Real estate development Construction contracts Taken from the Web Program Recorded June 23, 2025 in New YorkAdapting Construction and Design to Climate Change [00:59:05]This session will discuss how to address climate change impacts when advising clients on large construction projects. After completing this session, participants will be able to:Understand cost-effective, climate resilient designsAdvise client on compliance with current environmental standards in building codesTailor contractual provisions to address natural hazard-related liabilityLearn how recent approaches construction and design aim to minimize greenhouse gas (GHG) emissions and energy consumptionSkills credit for NY Attorneys Josh M. Leavitt, Lauren SwanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Federal Acquisition Regulation, Part 36—Construction and Architect-Engineer Contracts, 48 C.F.R. § 36 (2025)Josh M Leavitt,Heidi H. RoweEmerging Climate Change Disclosure Laws in the United States and Their Impact on the Construction and Design Industry (January 13, 2025)Josh M. LeavittPresentation MaterialSegment PowerPoint - Adapting Construction and Design to Climate ChangeJosh M. Leavitt, Lauren Swan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440346 440346 98 G5214 0:59:05 https://www.pli.edu/programs/the-future-of-construction--design/440348?tCode=WTC5_RSS01 Real estate financing Sales contracts Oil and gas Real estate development Construction contracts Taken from the Web Program Recorded June 23, 2025 in New YorkFederal Construction Procurement and Funding: The Impact of 2025 Federal Policy Changes [01:04:24]This presentation will discuss some of the changes in federal social and trade policies and the impact these changes will have on federal construction procurement and funding. After completing this session, participants will be able to:Review impact of federal trade policy changes, including:Domestic source requirements, such as Build America Buy America (BABA)TariffsTrade agreementsSupply chain impactsDiscuss shifts in federal social policy, including changes in:Project Labor Agreement (PLA) requirementsDisadvantaged business entity (DBE) programs, equal employment opportunity, and Diversity, equity and inclusion (DEI) programs and requirementsContractor minimum wage equal employment opportunityOffice of Federal Procurement Policy (OFPPC) enforcementInterpret effects of changes in federal environmental policy, including:Changes in greenhouse gas (GHG) reduction/monitoringAlternative energy projects (EV infrastructure, wind power, solar), and Fossil fuel projectsCompare results of fluctuating federal immigration and foreign policy approaches to border projects, immigration law enforcement, work visas, and workforce impactLawrence M. Prosen, Aaron P. Silberman The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Federal Highway Administration, Buy America Requirements for Manufactured Products, 90 Fed. Reg. 2932, No. 8 (January 14, 2025)Josh M Leavitt,Heidi H. RoweMay You Contract in Interesting Times: Contracting for Federal Construction Under Trump 2.0 (PowerPoint slides)Lawerence M. Prosen,Aaron P. SilbermanPresentation MaterialSegment PowerPoint - Federal Construction Procurement and Funding: The Impact of 2025 Federal Policy ChangesLarry M. Prosen, Aaron P. Silberman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440348 440348 98 G5214 1:04:24 https://www.pli.edu/programs/actionable-innovation-in-legal-practice-navigating-the-2025-ai-landscape-for-in-house-counsel/438416?tCode=WTC5_RSS01 Legal innovation Legal technology Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Join us for a cutting-edge presentation that explores the rapidly evolving landscape of artificial intelligence (AI) in Legal in 2025. This session goes beyond theoretical discussions to provide actionable strategies and expert insights for building confidence in AI's expanding capabilities and leveraging these tools to maintain competitive advantage in today's legal marketplace. The legal technology ecosystem has undergone remarkable transformation, with AI technologies and agents now serving as collaborative partners rather than mere tools. This session is designed for forward-thinking in-house lawyers who recognize that technology fluency is no longer optional but essential for legal practice. Learn how industry leaders are navigating the complexities of AI implementation, fostering cultures of technological trust and innovation, and capitalizing on the unprecedented opportunities presented by emerging legal tech startups. Why This Session Matters in 2025: In today's interconnected legal landscape, the ability to evaluate, implement, and integrate AI systems through established ecosystems has become a differentiating factor distinguishing high-performing legal departments. This briefing positions you at the forefront of legal innovation, offering practical frameworks to confidently, ethically, and responsibly embrace AI advancements.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438416 438416 98 G5483 1:02:11 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/440222?tCode=WTC5_RSS01 Unfair competition Trademarks Trademark registration Trade secrets Technology Taken from the Web Program Recorded June 20, 2025 in New YorkKey Principles of Trademark Law and Unfair Competition [01:21:49]A review of trademark law’s basis tenets and foundations. After completing this session, participants will be able to:Understand likelihood of confusion Assess unfair competition under Section 43(a) Distinguish types of marks and how you protect them Recall common law use and trademark protection Understand use-based filings, registration, and enforcement Understand 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 (2025 Edition)Deborah K. SquiersJ. Wesley Earnhardt, Ch. 18: Trademark Infringement, Practising Law Institute, Intellectual Property Law Answer Book (Twelfth Edition) (October 2024)Kenneth D. MinJ. Wesley Earnhardt, Ch. 17: Trademark Registration, Practising Law Institute, Intellectual Property Law Answer Book (Twelfth Edition) (October 2024)Kenneth D. MinPresentation MaterialHandout 1: A ‘no-duh’ verdict? The outcome of Penn State v. VintageBrand allows brand owners to chillax a bit morePreetha ChakrabartiHandout 2: Two landmark decisions from 2023 will continue to raise questions in 2024 and beyondPreetha ChakrabartiSegment PowerPoint: 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 440222 440222 98 G3208 1:21:49 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/440216?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 20, 2025 in New YorkInternational Searching and Filing Strategies [01:02:09]A review of international trademark regulatory bodies, processes and filing tips. After completing this session, participants will be able to:Seek protection in different jurisdictions Understand CTMs and the Madrid Protocol— alternatives to national filings Work with foreign counsel to clear marks Define strategies for in-house counsel – assess what marks should be registeredSkills credit for NY AttorneysRobert J. EnglishThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ins and Outs of TTAB Proceedings for Brand Owners (April 22, 2025)Deborah K. SquiersJ. Wesley Earnhardt, Ch. 17: Trademark Registration, Practising Law Institute, Intellectual Property Law Answer Book (Twelfth Edition) (October 2024)Kenneth D. MinPresentation 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 440216 440216 98 G3208 1:02:09 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/440210?tCode=WTC5_RSS01 Trademarks Regulation, compliance, and enforcement (Intellectual property) Trade secrets Technology Metaverse Taken from the Web Program Recorded June 20, 2025 in New YorkTrademark Law Hot Topics in the U.S. [01:01:32]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 Amendment Implementation 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 (2025 Edition)Deborah K. SquiersJ. Wesley Earnhardt, Ch. 17: Trademark Registration, Practising Law Institute, Intellectual Property Law Answer Book (Twelfth Edition) (October 2024)Kenneth D. MinPresentation 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 440210 440210 98 G3208 1:01:32 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/440213?tCode=WTC5_RSS01 Trademarks Trademark infringement Trademark litigation Trade secrets Trade dress Taken from the Web Program Recorded June 20, 2025 in New YorkTrademark Infringement Primer [01:18:19]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 cases Review remedies in trademark litigation including temporary and permanent injunctive relief Assess summary judgment and other motion practice strategies Understand the presumption of irreparable harm Recall practice tips and litigation tactics Calculate costs of surveys, litigation and damages Choose between TTAB and District Court Vijay K. TokeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:J. Wesley Earnhardt, Ch. 18: Trademark Infringement, Practising Law Institute, Intellectual Property Law Answer Book (Twelfth Edition) (October 2024)Kenneth D. MinPresentation 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 440213 440213 98 G3208 1:18:19 https://www.pli.edu/programs/fundamentals-of-trademark-law-in-the-global-marketplace/440219?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark registration Trade secrets Technology Taken from the Web Program Recorded June 20, 2025 in New YorkTrademarks in Practice: Searching, Clearance and the Application Process in the United States [01:02:59]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 searches Examine the scope and relevance of searches: federal, state, & unregistered marks; corporate, business, & domain names Recall searching practice tips based on analysis of hypothetical mark Prepare for conveying results of searches to clients Prepare applications to pass muster; use-based and intent-to-use applications Deal with Examiner refusals Plan for registration maintenance and renewals Assess acceptable specimens for applications and maintenance filingsSkills credit for NY AttorneysAryn M. EmertThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ins and Outs of TTAB Proceedings for Brand Owners (April 22, 2025)Deborah K. SquiersJ. Wesley Earnhardt, Ch. 17: Trademark Registration, Practising Law Institute, Intellectual Property Law Answer Book (Twelfth Edition) (October 2024)Kenneth D. MinPresentation 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 440219 440219 98 G3208 1:02:59 https://www.pli.edu/programs/tough-talk-stronger-teams-a-lawyers-guide-to-upward-and-downward-feedback/438179?tCode=WTC5_RSS01 Professional development Career development Attorney wellness Feedback is one of the most powerful tools for professional growth—yet in many legal environments, it’s either mishandled or missing altogether. Junior lawyers hesitate to push for meaningful feedback, while supervisors struggle to deliver it in a way that truly drives improvement. Too often, the result is avoidable mistakes, stagnant careers, and teams that never quite reach their potential.In this seminar, Ben Sachs—a law professor, consultant, and author of All Rise: Practical Tools for Building High-Performance Legal Teams—breaks down the art and science of effective feedback. You’ll learn how to navigate tough conversations, ensure your message lands, and create a culture where feedback isn’t feared but embraced. Whether you’re giving feedback to a junior associate, offering upward feedback to a senior partner, or trying to elicit more candid input about your own performance, this session will provide practical tools for getting it right.No matter your role, mastering feedback is essential for long-term success. This session will give you the tools to stop avoiding hard conversations, break bad habits, and create an environment where feedback fuels real progress. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438179 438179 98 G5433 1:01:06 https://www.pli.edu/programs/common-financial-misstatements-an-introduction-to-financial-statement-analysis/438120?tCode=WTC5_RSS01 Accounting and financial reporting Financial reporting (Accounting and financial reporting) Regulation, compliance, and enforcement (Accounting and financial reporting) Antitrust Litigation This seminar is designed to introduce attorneys to basic accounting concepts (“Accounting 101”) and to provide an overview of financial statement fraud. The goal is to equip legal professionals with enough knowledge to spot potential misstatements and assess the reliability of financial reports. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438120 438120 98 G5441 1:02:18 https://www.pli.edu/programs/people-aspects-of-project-management-how-to-build-an-effective-attorney-paralegal-working-relationship-g5477/440962?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 18, 2025 in New YorkPeople Aspects of Project Management: How to Build an Effective Attorney-Paralegal Working Relationship [01:03:44]After completing this session, participants will be able to: Discuss how to define and understand the roles of each person and work as part of a team, including clarity on who owns what task/area, how attorneys and paralegals will work together on a particular project, and tips on how to handle real-life and commonly encountered challenges. Learn how to ensure clear direction, alignment, commitment, and communication to help your project and team be successful. Understand how to successfully and effectively manage your projects and working relationships. Presentation MaterialPeople Aspects of Project Management: How to Build an Effective Attorney-Paralegal Working RelationshipAdam Balfour, Jeanie Wamsley-Berkenstock Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440962 440962 98 G5477 1:03:44 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/439850?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 17 - 18, 2025 in New YorkSpecial Issues: Financial Sponsors and Insurance [01:29:05]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 EhrlichProperty & Casualty, Representations and Warranties Insurance (RWI): The EssentialsJoseph EhrlichMarsh, Transactional Risk Practice, Reps and Warranties Insurance: A Critical Tool for DealmakersAdam WilhitePresentation MaterialSegment PPT: Special Issues: Financial Sponsors and InsuranceJoseph EhrlichSegment 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 439850 439850 98 G3139 1:29:05 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/439832?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 17 - 18, 2025 in New YorkEarn-outs and Fiduciary Duties in Private Transactions [01:16:16]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:Smith v. Van Gorkom, 488 A.2d 858 (Del. 1985)Arnie FridhandlerAgreement and Plan of Merger (January 22, 2024)Arnie FridhandlerRonit Berkovich and Teddy Cohan, Weil, 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)Arnie FridhandlerPresentation MaterialSegment PPT: Earn-outs and Fiduciary Duties in Private TransactionsLuke LaumannSegment PPT: Earn-outs and Fiduciary Duties in Private TransactionsScott Crofton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 439832 439832 98 G3139 1:16:16 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/439847?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 17 - 18, 2025 in New YorkSpecialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual Property [01:30:19]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 Stephen D. Bohrer, David Clark, Hugo Dubovoy, 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 2025)Stephen D. Bohrer,Hugo DubovoyAcquiring or Selling the Privately Held Company 2025: Intellectual Property Considerations (February 14, 2025)Jia Jia HuangCynthia Cole, Brian Hengesbaugh, Adam Aft, Rachel Ehlers, Keo McKenzie and Avi Toltzis, California’s AI Wave: Navigating a New Era of Regulation in 2025 (January 17, 2025)Cynthia ColeCynthia Cole, Rachel Ehlers and Avi Toltzis, Businesses Should Keep Their New Years Resolutions with State Privacy Laws Coming in 2025 (January 8, 2025)Cynthia ColeCynthia Cole, Adam Aft and Avi Toltzis, Copyright Office Publishes Report on Copyrightability of AI Works (February 4, 2025)Cynthia ColeCynthia Cole, Brian Hengesbaugh, Justine Phillips, Keo McKenzie, Adam Aft, Elizabeth Roper and Caroline Burnett, AI Tug-of-War: Trump Pulls Back Biden’s AI Plans (January 25, 2025)Cynthia ColeSibel Yilmaz, et al., Covington, Global Policy Watch, Toward EU Outbound Investment Regulation (January 28, 2025)Catharina Y. MinDan Levine and Scott Anthony, Law 360, U.S. China Deal Considerations Amid Cross-Border Uncertainty (January 16, 2025)Catharina Y. MinRyan Quillian and Sarah Rutherford, Law 360, Biden-Era M&A Data Shows Continuity, Not Revolution (February 21, 2025)Catharina Y. MinCovington, Executive Order Directing DOJ to Pause FCPA Enforcement (February 2025)Catharina Y. MinCovington, Alert, Trump Administration Issues America First Investment Policy (February 24, 2025)Catharina Y. MinPresentation MaterialSegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyStephen D. Bohrer, David R. Clark, Hugo DubovoySegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyJia Jia Huang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 439847 439847 98 G3139 1:31:01 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/439841?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 17 - 18, 2025 in New YorkAnalysis of Form of Acquisition Agreement – Part I [01:31:06]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:Sample Asset Purchase AgreementScott A. AnthonySample Agreement and Plan of Merger—Buyer DraftScott A. AnthonyPresentation MaterialSegment PPT: Analysis of Form of Acquisition Agreement – Part IAllison B. Schiffman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 439841 439841 98 G3139 1:31:06 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/439844?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 17 - 18, 2025 in New YorkSpecialty Areas: Labor and Employment / Executive Compensation and Employee Benefits [01:30:36]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 integration Ekaterina Napalkova, Douglas T. SchwarzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Acquiring or Selling the Privately Held Company 2025, Labor and Employment Issues in Mergers and AcquisitionsHeather M. SagerPresentation MaterialSegment PPT: Specialty Areas: Labor and Employment / Executive Compensation and Employee BenefitsEkaterina NapalkovaSegment PPT: Specialty Areas: Labor and Employment / Executive Compensation and Employee BenefitsDouglas T. Schwarz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 439844 439844 98 G3139 1:30:36 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/439829?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 17 - 18, 2025 in New YorkEthics in Negotiating and Documenting Private Transactions [01:01:38]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 secretsUnderstand 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:Slip Copy, Harbour Antibodies BV v. Teneobio, Inc., No. 21-1807 (MN), 2024 WL 4554855 (D. Del. Oct. 23, 2024)Ellen HayesSlip Copy, In Re: Enviva Inc., et al., No. 24-10453-BFK, 2024 WL 3285781 (E.D. Va. July 2, 2024)Ellen HayesIn Re: MMA Law Firm, PLLC, 660 B.R. 128, No. 24-31596 (S.D. Tex. 2024)Ellen HayesJoint Order of the Departments of the New York State Supreme Court, Appellate DivisionEllen HayesNew York State Bar Association, Committee on Professional Ethics, Opinion 1268 (July 3, 2024)Ellen HayesNew York State Bar Association, Committee on Professional Ethics, Opinion 1270 (August 6, 2024)Ellen HayesSlip Copy, Veeva Systems Inc. v. Tact.ai Technologies, Inc., No. 23-1032, 2024 WL 3291727 (D. Del. July 3, 2024)Ellen HayesSlip Copy, X Corp. v. Bright Data Ltd., No. C 23-03698 WHA, 2024 WL 3408220 (N.D. Cal. July 12, 2024)Ellen HayesSlip Copy, Aguilar v. Costco Wholesale Corporation, et al., No. CV 23-9413-MWF (MARx), 2024 WL 1600647 (C.D. Cal. Jan. 29, 2024)Ellen HayesPresentation MaterialSegment PPT: Ethics in Negotiating and Documenting Private TransactionsEllen Hayes, Michael J. Traube Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 439829 439829 98 G3139 1:02:20 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/439835?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 17 - 18, 2025 in New YorkIndemnification and Division / Subsidiary Issues in Private Acquisitions or Sales [01:30:05]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 CompaniesAri LaninAcquiring or Selling the Privately Held Company 2025: Indemnification IssuesMorgan D. McDevittPresentation MaterialSegment Handout: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesMorgan D. McDevittSegment PPT: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesWilliam B. SorabellaSegment PPT: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesMorgan D. McDevitt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 439835 439835 98 G3139 1:30:05 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/439853?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 17 - 18, 2025 in New YorkGeneral Business Considerations and Letters of Intent in Private Acquisitions or Sales [01:35:06]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 issuesLetters 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 Benjamin E. Kralstein, Benjamin E. WallaceThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Private Company Transactions—Recent Trends and Common ConcernsBrian GoodhartPresentation 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 SalesBenjamin E. Kralstein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 439853 439853 98 G3139 1:35:06 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/439838?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 17 - 18, 2025 in New YorkAnalysis of Form of Acquisition Agreement – Part II [01:15:39]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:Sample Agreement and Plan of MergerScott A. AnthonySample Purchase and Sale Agreement (February 3, 2020)Scott A. AnthonyPresentation MaterialSegment PPT: Analysis of Form of Acquisition Agreement – Part IIAllison B. Schiffman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 439838 439838 98 G3139 1:15:39 https://www.pli.edu/programs/the-future-of-adtech-law/439554?tCode=WTC5_RSS01 Risk allocation Online and traditional advertising Technology Taken from the Web Program Recorded June 17, 2025 in San FranciscoNegotiating AdTech Agreements: Coming to Terms [01:02:44]This segment will review AdTech agreements and provide practical legal and business examples. After completing this session, participants will be able to:Understand the legal basics of AdTech agreementsExamine sample contract provisions and understand real world examples and practical solutionsLearn best practices to effectively negotiate agreements and explore common issues in AdTech agreements, including limitations of liability, indemnification, risk allocation and privacy considerationsBen Chapman, Romy Horn, Caroline HudsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:ReedSmith, Adtech Dictionary for Lawyers, Privacy Practitioners and Marketing Professionals (September 2023)Monique N. BhargavaReedSmith, Negotiating AdTech Agreements: Coming to Terms, Outline (April 29, 2025)Monique N. BhargavaPresentation MaterialNegotiating AdTech Agreements: Coming to TermsBen Chapman, Romy Horn, Caroline W. Hudson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 439554 439554 98 G3796 1:03:26 https://www.pli.edu/programs/the-future-of-adtech-law/439560?tCode=WTC5_RSS01 Online and traditional advertising Technology Taken from the Web Program Recorded June 17, 2025 in San FranciscoNavigating Developments and Updates in the AdTech Industry [01:01:43]This introductory segment will provide the latest developments and updates in the AdTech industry. After completing this session, participants will be able to:Review the AdTech ecosystem and the roles of various partiesExamine how shifts in the administration may impact this sectorDiscuss the impact of emerging technologies on the AdTech industryUnderstand the role of transparency, verification, and brand reputationMonique N. Bhargava, Erica Irvin, Sarah J. La Voi, Eva PulliamThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Interactive Advertising Bureau, Standard Terms and Conditions for Internet Advertising for Media Buys One Year or Less, Version 3.0 (March 19, 2018)Monique N. BhargavaOrder of Decision, In the Matter of: American Honda Motor Co., Inc., No. ENF23-V-HO-2 (C.P.P.A. 2025)Monique N. BhargavaOrder of Decision, In the Matter of: Background Alert, Inc., No. ENF24-D-BA-23 (C.P.P.A. 2025)Monique N. BhargavaPresentation MaterialNavigating Developments and Updates in the AdTech IndustryMonique N. Bhargava, Erica Irvin, Sarah La Voi, Eva Pulliam Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 439560 439560 98 G3796 1:02:25 https://www.pli.edu/programs/the-future-of-adtech-law/439557?tCode=WTC5_RSS01 Online and traditional advertising Digital privacy (Constitutional law) Information privacy (Cybersecurity and data protection) Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 17, 2025 in San FranciscoReconciling Data Use and Privacy Regulation in the AdTech Ecosystem [00:59:39]This session will examine data use and privacy regulation and how they interact with AdTech. After completing this session, participants will be able to:Understand the legal foundation of privacy legislation and interaction with AdTechUnderstand what type of tracking data and activities have come into focus for 2025Examine how recent privacy legislation and enforcement has affected the AdTech industryUnderstand what advertisers, platforms, and agencies should prepare for in light of future developments that will shape the future of AdTechMonique N. Bhargava, Tony Ficarrotta, Lara Kehoe HoffmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:California Privacy Protection Agency, Enforcement Division, Applying Data Minimization to Consumer Requests, Enforcement Advisory No. 2024-01 (April 2, 2024)Lara Kehoe HoffmanCalifornia Privacy Protection Agency, Enforcement Division, Avoiding Dark Patterns: Clear and Understandable Language, Symmetry in Choice, Enforcement Advisory No. 2024-02 (September 4, 2024)Lara Kehoe HoffmanCalifornia Privacy Protection Agency, Title 11. Law, Division 6. Chapter 3. Data Broker Registration, CA ADC § 7600–7605 (Effective December 27, 2024)Monique N. BhargavaData Broker Registry/Delete Act, Cal. Civ. Code § 1798.99.80–1798.99.89 (Effective January 1, 2023)Monique N. BhargavaPresentation MaterialReconciling Data Use and Privacy Regulation in the AdTech EcosystemMonique N. Bhargava, Tony Ficarrotta, Lara Kehoe Hoffman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 439557 439557 98 G3796 1:00:21 https://www.pli.edu/programs/health-care-technology/439476?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Health care Regulation, compliance, and enforcement (Health care) Information technology (Health care) Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded June 16, 2025 in New YorkRegulatory Update: Health Care Technology [01:09:52]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. After completing this session, participants will have a greater understanding of:How the HIPAA eco-system is changing with new technologyThe current FTC regulatory landscape for health care technologyHow state privacy laws are complicating the health technology landscapeHow privacy and consumer protection law are driving how AI will be regulatedBest practices for managing and mitigating risk in this rapidly changing environmentKirk J. Nahra The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kirk J. Nahra, et al., WilmerHale, Year in Review: 2024 Web Tracking Litigation and Enforcement (February 25, 2025)Kirk J. NahraKirk J. Nahra, Ali A. Jessani and Amy Olivero, WilmerHale, First Lawsuit Filed Under Washington’s My Health My Data Act (February 20, 2025)Kirk J. NahraKirk J. Nahra, Ali A. Jessani and Samuel Kane, WilmerHale, New York Legislature Passes a New Health Privacy Law (February 5, 2025)Kirk J. NahraArianna Evers, et al., WilmerHale, Health Data Privacy & Security: A Look Back at the Final Enforcement Push from HHS Under the Biden Administration (January 29, 2025)Kirk J. NahraKirk J. Nahra, et al., WilmerHale, Year in Review: The Top Ten U.S. Data Privacy Developments from 2024 (January 15, 2025)Kirk J. NahraPresentation MaterialHandout, Regulator Concerns and the Benefits of AI in Health CareKirk J. NahraRegulator Concerns and the Benefits of AI in Health CareKirk J. Nahra Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 439476 439476 98 G3243 1:09:52 https://www.pli.edu/programs/health-care-technology/439473?tCode=WTC5_RSS01 Health care Information technology (Health care) Intellectual property Contract drafting and negotiation Technology Taken from the Web Program Recorded June 16, 2025 in New YorkDrafting and Negotiating Health Care IT Agreements [00:59:57]This session will discuss drafting and negotiating health care IT agreements. After completing this session, participants will have a greater understanding of:             The latest developments in data security provisions and what terms need to be in your contractsThe performance standards and service levels that should be in every contractProvisions that help ensure the best vendor team is assembledKey pointers for achieving a fair price How limitation of liability clauses are evolving What to look for in a statement of work William A. Tanenbaum (Panel Leader), Benjamin Kabak, Kristine L. KappelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Legal Issues for Data Professionals, The Data Administration Newsletter (September 20, 2023), available at: https://tdan.com/legal-issues-for-data-professionals/31133William A. TanenbaumLegal Issues for Data Professionals: AI Creates Hidden Data and IP Legal Problems, The Data Administration Newsletter (March 20, 2024), available at: https://tdan.com/legal-issues-for-data-professionals-ai-creates-hidden-data-and-ip-legal-problems/31664William A. TanenbaumLegal Issues for Data Professionals: A New Data Licensing Model, The Data Administration Newsletter (March 19, 2025), available at: https://tdan.com/legal-issues-for-data-professionals-a-new-data-licensing-model/31404William A. TanenbaumPresentation MaterialDrafting and Negotiating Health Care IT AgreementsBenjamin Kabak, Kristine L. Kappel, William A. Tanenbaum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 439473 439473 98 G3243 0:59:57 https://www.pli.edu/programs/health-care-technology/439470?tCode=WTC5_RSS01 Health care Information technology (Health care) Medical devices Artificial intelligence Internet of things Taken from the Web Program Recorded June 16, 2025 in New YorkLegal Issues in the Emerging Field of Preventive Health Care [01:01:20]The healthcare paradigm is shifting from reactive to proactive care through AI-powered analytics of data from a combination of wearable, wellness, fitness devices and medical devices. After completing this session, participants will have a greater understanding of:Contracting for the acquisition of rights in data generated from HIPAA-regulated medical devices and consumer devices such as fitness devices and self-reported dataLegal issues in the creation of AI Personas and synthetic medical persons and the allocation of ownership and use rightsIdentifying the legal issues in the use of the Internet of Things in Preventive HealthcareLicensing data to and by institutions and companies in the network of the Preventive Healthcare systemLegal challenges in ethical AI and the use of multi-modal Large Language ModelsWilliam A. Tanenbaum The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Legal Issues for Data Professionals, The Data Administration Newsletter (September 20, 2023), available at: https://tdan.com/legal-issues-for-data-professionals/31133William A. TanenbaumLegal Issues for Data Professionals: AI Creates Hidden Data and IP Legal Problems, The Data Administration Newsletter (March 20, 2024), available at: https://tdan.com/legal-issues-for-data-professionals-ai-creates-hidden-data-and-ip-legal-problems/31664William A. TanenbaumLegal Issues for Data Professionals: A New Data Licensing Model, The Data Administration Newsletter (March 19, 2025), available at: https://tdan.com/legal-issues-for-data-professionals-a-new-data-licensing-model/31404William A. TanenbaumLegal Issues for Data Professionals: Current Leading U.S. AI Laws, The Data Administration Newsletter (September 18, 2024), available at: https://tdan.com/legal-issues-for-data-professionals-current-leading-u-s-ai-laws/32079William A. TanenbaumLegal Issues for Data Professionals: Pros and Cons of AI in Healthcare (Part 1), The Data Administration Newsletter (June 19, 2024), available at: https://tdan.com/legal-issues-for-data-professionals-pros-and-cons-of-ai-in-healthcare-part-1/31882William A. TanenbaumPresentation MaterialLegal Issues in the Emerging Field of Preventive Health CareWilliam A. Tanenbaum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 439470 439470 98 G3243 1:01:20 https://www.pli.edu/programs/antitrust-investigations-best-practices-and-strategies-to-safeguard/437848?tCode=WTC5_RSS01 Antitrust Antitrust investigations Antitrust litigation Regulation, compliance, and enforcement (Antitrust) Mergers and acquisitions Together three leaders in the area of antitrust law will explore the best practices for companies facing antitrust investigations, with a discussion on the importance of prompt and strategic responses. Panelists will focus on navigating the complexities of antitrust law, including recognizing potential risks and responses. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437848 437848 98 G5446 1:01:19 https://www.pli.edu/programs/subsidized-housing-basics/438850?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Subsidized housing Real estate Eviction Taken from the Web Program Recorded June 12, 2025 in San FranciscoA Systemic Approach to Eviction Defense [00:55:15]I. The Systemic Barriers to Housing StabilityThe session will also provide context and a practical lens for advocates new to eviction defense and housing subsidy termination. Participants will be able to see how their work fits within the broader context of tenant advocacy, identify systemic issues and opportunities for law reform, and begin to form a sense of the common goals and objectives their clients will want to achieve. After completing this portion of the session, participants will:Understand the scope of housing insecurity in the U.S.Understand the root causes and structural barriers to housing security that lead their clients to eviction courtFormulate effective negotiation and case resolution strategies to serve their clients using the tools availableRecognize opportunities to push back against structural injustices contributing to housing insecurityII. Threshold Question: What Kind of Housing Is It?We will next provide the tools needed to answer the threshold question in any eviction defense case – what kind of housing is it? After completing this portion of the session, attendees will be able to:Identify and employ the resources available to determine what subsidy applies to a particular housing projectLocate affordable housing in your communityEric Dunn, Deborah ThropeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Housing and Urban Development, Office of Policy Development and Research, A Pilot Study of Landlord Acceptance of Housing Choice Vouchers (September 2018)Deborah Thrope,Eric DunnA Systemic Approach to Eviction Defense (PowerPoint slides)Deborah Thrope,Eric DunnPresentation MaterialA Systemic Approach to Eviction Defense (PowerPoint Slides)Eric Dunn, Deborah Thrope Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438850 438850 98 G3818 0:55:57 https://www.pli.edu/programs/subsidized-housing-basics/438847?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Subsidized housing Real estate Tax credits Taken from the Web Program Recorded June 12, 2025 in San FranciscoLow-Income Housing Tax Credits (LIHTC) [01:00:40]This session will cover the basic structure of the LIHTC program, LIHTC evictions, and highlight opportunities for policy advocacy. After completing this session, participants will:Understand the basic structure of the LIHTC program, including legal authority, agencies involved, the role of tax credits, and the relationship between housing providers and tax credit investorsLearn how LIHTC rents and tenant eligibility is determinedUnderstand key considerations related to LIHTC evictionsMarcos SeguraThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Low Income Housing Tax Credit Program Overview (October 2022)Marcos SeguraThe Low-Income Housing Tax Credit Program (PowerPoint slides)Marcos SeguraPresentation MaterialLow-Income Housing Tax Credits (LIHTC) (PowerPoint Slides)Marcos Segura Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438847 438847 98 G3818 1:00:40 https://www.pli.edu/programs/subsidized-housing-basics/438841?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Subsidized housing Real estate Eviction Taken from the Web Program Recorded June 12, 2025 in San FranciscoOverview of HUD’s Housing Choice Vouchers Program [01:01:18]This session provides an overview of HUD’s Housing Choice Voucher program, commonly known as the Section 8 voucher program. We will discuss the unique features of the voucher program and describe voucher families’ rights during admission, occupancy, and the subsidy termination process. After completing this session, participants will be able to:Identify the key features of the Housing Choice Voucher programDescribe the process for a tenant to obtain and utilize a voucherEvaluate voucher payment standardsDistinguish the voucher termination and eviction processesLila GitesataniThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Section 8 Housing Choice Vouchers (PowerPoint slides)Lila GitesataniPresentation MaterialOverview of HUD’s Housing Choice Vouchers Program (PowerPoint Slides)Lila Gitesatani Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438841 438841 98 G3818 1:01:18 https://www.pli.edu/programs/subsidized-housing-basics/438838?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Housing Subsidized housing Real estate Taken from the Web Program Recorded June 12, 2025 in San FranciscoRural Development Rental Housing Programs [01:01:06]This session provides an overview of USDA's rental housing programs including eligibility for and key features of each program. After completing this session, participants will be able to:Identify where properties that participate in USDA's rental housing programs are located in their communitiesUnderstand the rights of tenants participating in USDA's rental housing programsResolve common issues faced by tenants participating in USDA's rental housing programsProvide assistance to tenants living in USDA properties that are at risk of mortgage prepayments or maturitiesNatalie N. MaxwellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:RD Subsidized Rental Rural Housing Programs Overview (March 2025)Natalie N. MaxwellU.S. Department of Agriculture, Rural Development Unnumbered Letter, Re: Implementation of the Revised Definition of Domestic Farm Labor Housing (May 30, 2019)Natalie N. MaxwellU.S. Department of Agriculture, Rural Development, Processing Tenant Recertifications: A Guide for Multifamily Housing Owners and Management Companies (September 2024)Natalie N. MaxwellU.S. Department of Agriculture, Rural Development, Multifamily Housing Grievance Procedures FAQsNatalie N. MaxwellIntroduction to RD Rental Housing Programs (PowerPoint slides)Natalie N. MaxwellPresentation MaterialRural Development Rental Housing Programs (PowerPoint Slides)Natalie N. Maxwell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438838 438838 98 G3818 1:01:06 https://www.pli.edu/programs/subsidized-housing-basics/438844?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Subsidized housing Public housing Real estate Taken from the Web Program Recorded June 12, 2025 in San FranciscoOverview of HUD’s Public Housing Program [01:01:12]This session provides an overview of HUD’s public housing program including its key features such as grievance hearings and tenants’ right to organize. We will also cover critical issues related to the preservation of public housing including the Rental Assistance Demonstration (RAD) program, a tool to preserve and improve public housing properties. After completing this session, participants will be able to:Illustrate the differences between public housing and other types of HUD housingDistinguish the due process rights of public housing tenantsRecognize when public housing is at risk in your communityIdentify the tools to preserve public housingDeborah ThropeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Public Housing Overview (March 2025)Deborah ThropePublic Housing (PowerPoint slides)Deborah ThropePresentation MaterialOverview of HUD’s Public Housing Program (PowerPoint Slides)Deborah Thrope Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438844 438844 98 G3818 1:01:12 https://www.pli.edu/programs/subsidized-housing-basics/438835?tCode=WTC5_RSS01 Litigation Housing Subsidized housing Real estate Eviction Taken from the Web Program Recorded June 12, 2025 in San FranciscoProject-Based Section 8 [01:01:38]This session will provide an overview of the key features of HUD’s Project-Based Section 8 program including admissions, rents, and evictions. We will also discuss emerging strategies to preserve privately-owned, HUD-subsidized multifamily housing projects. After completing this session, attendees will be able to:Differentiate the Project-Based Section 8 program from other federal housing programsIdentify risks to the long-term affordability of Project-Based Section 8 and other Project-Based Rental Assistance propertiesBegin developing a preservation strategyBridgett SimmonsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Subsidized Housing Basics HUD Multifamily Programs Overview (June 2025)Bridgett SimmonsU.S. Department of Housing and Urban Development, HUD Occupancy Handbook, Exhibit 5-8: Tenant Rent Formulas, 4350.3 REV-1Bridgett SimmonsU.S. Department of Housing and Urban Development, HUD Occupancy Handbook, Appendix 3: Acceptable Forms of Verification, 4350.3 REV-1Bridgett SimmonsU.S. Department of Housing and Urban Development, Sample Model Lease for Subsidized Programs, OMB Approval No. 2502-0204, Form HUD-90105a (December 2007)Bridgett SimmonsU.S. Department of Housing and Urban Development, Assistant Secretary for Housing-Federal Housing Commissioner, Notice H 2016-05, Re: Revision of Tenant Participation Requirements in Accordance with 24 CFR Part 245 (March 31, 2016)Bridgett SimmonsU.S. Department of Housing and Urban Development, Assistant Secretary for Housing-Federal Housing Commissioner, Notice H 2018-08, Re: Servicing of Projects That Do Not Meet HUD’s Physical Condition Standards and Inspection Requirements (PCS&IR) or Fail to Certify That Exigent Health and Safety (EH&S) Deficiencies Have Been Resolved as Required (October 29, 2018)Bridgett SimmonsU.S. Department of Housing and Urban Development, Assistant Secretary for Housing-Federal Housing Commissioner, Notice H-2015-03, Re: Transferring Budget Authority of a Project-Based Section 8 Housing Assistance Payments Contract under Section 8(bb)(1) of the United States Housing Act of 1937 (April 3, 2015)Bridgett SimmonsNational Housing Law Project, Comparison Chart of the Right to Organize Rules (Updated January 2024)Bridgett SimmonsPresentation MaterialProject-Based Section 8 (PowerPoint Slides)Bridgett Simmons Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438835 438835 98 G3818 1:01:38 https://www.pli.edu/programs/cybersecurity-and-ethics-for-the-civil-legal-services-and-public-interest-attorney/438821?tCode=WTC5_RSS01 Cybersecurity and data protection Remote work Confidentiality (Ethics and professional responsibility) Ethical issues (Ethics and professional responsibility) Social media use (Ethics and professional responsibility) Taken from the Web Program Recorded June 11, 2025 in New YorkCybersecurity Ethics for Civil Legal Services and Public Interest Attorneys [01:10:17]This presentation will discuss cybersecurity ethical issues faced by the legal services and public interest attorney and best practices for handling these issues as well as counseling clients. After completing this session, participants will be able to:Identify key ethical obligations for attorneys including competence, supervision, and confidentialityStrategize to safeguard against external and internal 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, GAI, and device safety practice tips and the intersection with ethics obligationsFariah Amin, Amanda M. Beltz, Victoria 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)Fariah Amin,Victoria L. Goodlof,Amanda M. BeltzSelect New York Rules of Professional ConductFariah Amin,Victoria L. Goodlof,Amanda M. BeltzSelect New York State Bar Association Ethics OpinionsFariah Amin,Victoria L. Goodlof,Amanda M. BeltzSelect New York City Bar Association Ethics OpinionsFariah Amin,Victoria L. Goodlof,Amanda M. BeltzSelect New York County Lawyers Association Ethics OpinionsFariah Amin,Victoria L. Goodlof,Amanda M. BeltzSelect ABA and State Bar Association Ethics OpinionsFariah Amin,Victoria L. Goodlof,Amanda M. BeltzThe 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?Fariah Amin,Victoria L. Goodlof,Amanda M. BeltzThe State Bar of California Standing Committee on Professional Responsibility and Conduct, Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of LawFariah Amin,Victoria L. Goodlof,Amanda M. BeltzJoint Order of the Departments of the New York State Supreme Court, Appellate Division, Appending Parts 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 YorkFariah Amin,Victoria L. Goodlof,Amanda M. BeltzNew 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)Fariah Amin,Victoria L. Goodlof,Amanda M. BeltzNew York State Bar Association, Report and Recommendations of the New York State Bar Association Task Force on Artificial Intelligence (April 2024)Fariah Amin,Victoria L. Goodlof,Amanda M. BeltzNew York State Bar Association Technology and the Legal Profession Committee, Cybersecurity Alert: Tips for Working Securely While Working Remotely (March 12, 2020)Fariah Amin,Victoria L. Goodlof,Amanda M. BeltzPresentation 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 438821 438821 98 G5125 1:10:17 https://www.pli.edu/programs/cybersecurity-and-ethics-for-the-civil-legal-services-and-public-interest-attorney/438818?tCode=WTC5_RSS01 Social media Cybersecurity and data protection Public interest law and pro bono Taken from the Web Program Recorded June 11, 2025 in New YorkCybersecurity Practical Strategies for Civil Legal Services and Public Interest Attorneys [00:59:33]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 tipsFariah Amin, Amanda M. Beltz, Victoria 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)Fariah Amin,Victoria L. Goodlof,Amanda M. BeltzSelect New York Rules of Professional ConductFariah Amin,Victoria L. Goodlof,Amanda M. BeltzSelect New York State Bar Association Ethics OpinionsFariah Amin,Victoria L. Goodlof,Amanda M. BeltzSelect New York City Bar Association Ethics OpinionsFariah Amin,Victoria L. Goodlof,Amanda M. BeltzSelect New York County Lawyers Association Ethics OpinionsFariah Amin,Victoria L. Goodlof,Amanda M. BeltzSelect ABA and State Bar Association Ethics OpinionsFariah Amin,Victoria L. Goodlof,Amanda M. BeltzThe 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?Fariah Amin,Victoria L. Goodlof,Amanda M. BeltzThe State Bar of California Standing Committee on Professional Responsibility and Conduct, Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of LawFariah Amin,Victoria L. Goodlof,Amanda M. BeltzJoint Order of the Departments of the New York State Supreme Court, Appellate Division, Appending Parts 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 YorkFariah Amin,Victoria L. Goodlof,Amanda M. BeltzNew 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)Fariah Amin,Victoria L. Goodlof,Amanda M. BeltzNew York State Bar Association, Report and Recommendations of the New York State Bar Association Task Force on Artificial Intelligence (April 2024)Fariah Amin,Victoria L. Goodlof,Amanda M. BeltzNew York State Bar Association Technology and the Legal Profession Committee, Cybersecurity Alert: Tips for Working Securely While Working Remotely (March 12, 2020)Fariah Amin,Victoria L. Goodlof,Amanda M. BeltzN.Y. Civil Rights Law § 52-b. Private Right of Action for Unlawful Dissemination or Publication of an Intimate ImageFariah Amin,Victoria L. Goodlof,Amanda M. BeltzN.Y. Family Court Act § 812. Procedures for Family Offense ProceedingsFariah Amin,Victoria L. Goodlof,Amanda M. BeltzN.Y. Criminal Procedure Law § 530.11. Procedures for Family Offense MattersFariah Amin,Victoria L. Goodlof,Amanda M. BeltzNew York City Charter Code § 10-180. Unlawful Disclosure of an Intimate ImageFariah Amin,Victoria L. Goodlof,Amanda M. BeltzMatter of Weber as Trustee of Michael S. Weber Trust, 220 N.Y.S.3d 620 (2024)Fariah Amin,Victoria L. Goodlof,Amanda M. BeltzPresentation Material2. Cybersecurity Practical Strategies for Civil Legal Services and Public Interest Attorneys (PowerPoint Slides)Fariah Amin, Amanda M. Beltz, Victoria L. Goodlof, Surya Sayed-GangulyDraft Generative AI Policy for Public Interest Firms (Handout)Surya Sayed-GangulySample Client Consent to Use Generative Artificial Intelligence (GAI) (Handout)Fariah Amin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438818 438818 98 G5125 1:00:15 https://www.pli.edu/programs/ethics-for-the-negotiating-lawyer/438863?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Negotiation (Dispute resolution) Taken from the Web Program Recorded June 11, 2025 in New YorkEthics Rules that Govern Behavior in Negotiation [02:02:46]This program will cover the Ethics rules that govern behavior in negotiation. After completing this program, participants will be able to:Understand when it is permissible to communicate with adverse clients, directly or indirectlyRecognize the exposure counsel has for participating in the negotiation and execution of contracts containing express or implied misrepresentationsProtect sensitive information and respond to opponent’s probes for sensitive informationComply with cross-border negotiation rulesDavid Rabinowitz, J. Richard Supple, Jr. The purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York Rules of Professional Conduct, available at: https://nysba.org/wp-content/uploads/2025/03/NYSBA-NY-Rules-of-Professional-Conduct-2025-web-1.pdfDavid M. Rabinowitz,Carole L Basri,Elizabeth T. SimonBasic Ethics for the Negotiating Lawyer (March 2025)David M. RabinowitzPresentation MaterialEthics for the Negotiating Lawyer PowerPointDavid M. Rabinowitz, J. Richard Supple Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438863 438863 98 G3093 2:02:46 https://www.pli.edu/programs/internal-investigations/438815?tCode=WTC5_RSS01 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 11, 2025 in ChicagoCommencing the Internal Investigation: Considerations at the Outset [01:35:47]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. CollinsSpeakers: Megan Cunniff Church, Rachel T. Copenhaver, David A. Glockner, John C. KocorasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:King & Spalding LLP, General Counsel’s Decision Tree for Internal Investigations (May 2023)Dixie L. Johnson,Grant W. Nichols,Brandt Leibe,Amy B. BoringEarly Investigation Considerations (April 2025)Luke Fiedler,Steven M. MalinaJenner & Block LLP, Client Alert: DOJ Launches Its Corporate Whistleblower Awards Pilot Program (August 14, 2024)Matthew T. Gordon,David Bitkower,Erin Schrantz,Tali R. Leinwand,Keisha N. Stanford,Carolyn S. Small,Paige Zielinski,Shoba Pillay Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438815 438815 98 G3165 1:35:47 https://www.pli.edu/programs/internal-investigations/438812?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Whistleblowers Ethics and professional responsibility Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 11, 2025 in ChicagoConducting the Internal Investigation [01:29:29]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 auditors B. 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: Jeremy Dane, Leslie Garthwaite, Margaret Nelson, John J. Sikora, Jr.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:King & Spalding LLP, General Counsel’s Decision Tree for Internal Investigations (May 2023)Dixie L. Johnson,Grant W. Nichols,Brandt Leibe,Amy B. BoringJenner & Block LLP, Client Alert: The Trump Administration Calls for a Pause on New FCPA Enforcement, but Don’t Abandon Compliance Programs Just Yet (February 14, 2025)Shreve Ariail,Sara M. Stappert,Steven J. Arango,Rachel E. Palermo,Amanda Holme,David Bitkower,Keisha N. Stanford,Tali R. Leinwand,Shoba PillayJenner & Block LLP, Client Alert: Bondi DOJ Pivots on Approach to National Security Enforcement (February 12, 2025)Shreve Ariail,Ian Moss,Brennan Murray,Philip J. Chertoff,Natasha Brown Harris,Julianna St. Onge,Keisha N. Stanford,Shoba Pillay Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438812 438812 98 G3165 1:29:29 https://www.pli.edu/programs/internal-investigations/438809?tCode=WTC5_RSS01 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 11, 2025 in ChicagoConcluding the Internal Investigation [01:15:24]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. NollerSpeakers: A. Brad Busscher, Caitlyn M. Campbell, Shoba Pillay The purchase price of this Web Program segment includes the following article from the Course Handbook available online:King & Spalding LLP, General Counsel’s Decision Tree for Internal Investigations (May 2023)Dixie L. Johnson,Grant W. Nichols,Brandt Leibe,Amy B. BoringConcluding the Internal Investigation (April 2025)Luke Fiedler,Steven M. Malina,Alexandra J. BlockJenner & Block LLP, Client Alert: DOJ Continues Its Trend of Strengthening Incentives to Report Corporate Misconduct (May 9, 2024)Brandon D. Fox,Laurel Loomis Rimon,Tali R. Leinwand,David Bitkower,Anthony Barkow,Carolyn S. Small,Paige Zielinski,Shoba Pillay Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438809 438809 98 G3165 1:16:06 https://www.pli.edu/programs/bank-secrecy-act-bsaanti-money-laundering-basics/438830?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 10, 2025 in New YorkBank Secrecy Act, Anti-Money Laundering, and Countering Financial Terrorism Basics [01:05:34]After watching this session, attendees will be able to: Identify compliance requirements of the BSA Analyze the BSA/AML/CFT regulatory framework Assess key aspects of the relevant regulatory agencies and understand which entities are regulated by those agencies Determine critical elements of compliance Understand current reporting and record-keeping requirements Siana Danch  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438830 438830 98 G5129 1:05:34 https://www.pli.edu/programs/negotiating-real-estate-deals/438747?tCode=WTC5_RSS01 Asset-based financing Real estate financing Mortgage-backed securities Real estate construction Real estate contracts Taken from the Web Program Recorded June 10, 2025 in New YorkRecent Developments in Real Estate Lending and Special Servicing [01:00:11]This session will discuss securitized financing and other lending vehicles. After completing this session, participants will be able to:Compare expected mortgage terms from lenders in 2025 vs. prior yearsDiscuss whether securitized financing is still viablePrepare for the current reduction in leverageReview the types of construction loans availableMichael Weinberger, Gina A. ZentzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Treasury, Financial Stability Oversight Counsel, Annual Report 2024, pp. 1–23 (December 6, 2024)David C Drewes,Jonathan L MechanicPresentation MaterialSegment PowerPoint: Recent Developments in Real Estate Lending and Special ServicingMichael Weinberger, Gina A. Zentz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438747 438747 98 G3039 1:00:53 https://www.pli.edu/programs/negotiating-real-estate-deals/438753?tCode=WTC5_RSS01 Real estate financing Real estate transactions Commercial real estate Real estate development Taken from the Web Program Recorded June 10, 2025 in New YorkState of the Commercial Real Estate Market [01:00:16]This segment will provide attendees with up-to-date information on the market for commercial real estate transactions.After completing this session, participants will be able to:Assess the current state of the real estate transactions marketReview what has changed and is changing in our businessGain perspective on expectations for 2025Jonathan L. Mechanic, William SilvermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Treasury, Financial Stability Oversight Counsel, Annual Report 2024, pp. 1–23 (December 6, 2024)David C Drewes,Jonathan L Mechanic Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438753 438753 98 G3039 1:00:58 https://www.pli.edu/programs/negotiating-real-estate-deals/438738?tCode=WTC5_RSS01 Asset-based lending Distressed debt Real estate financing Commercial real estate Real estate foreclosure Taken from the Web Program Recorded June 10, 2025 in New YorkStrategies for Distressed Loans [01:01:47]This segment will cover workouts, lender remedies, and other strategies for commercial real estate distressed loans. After completing this session, participants will be able to:Prepare for a loan workoutAdvise clients on events of default and accelerationUnderstand election of remediesEvaluate guaranty enforcement and deficiency judgmentsForeclosure and ReceivershipAssess lender liabilityManage a pre-negotiation agreementCompare workout strategies, including the exchange of concessions for enhancementsReview the use of deeds in lieu of foreclosureSkills credit for NY Attorneys Richard S. FriesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Distressed Commercial Real Estate Loans and Lender RemediesRichard S. Fries Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438738 438738 98 G3039 1:01:47 https://www.pli.edu/programs/negotiating-real-estate-deals/438744?tCode=WTC5_RSS01 Real estate transactions Commercial real estate Real estate contracts Taken from the Web Program Recorded June 10, 2025 in New YorkSuccessfully Closing Complex Real Estate Purchase and Sale Transactions [01:00:37]This segment will take attendees through the steps of a successful commercial real estate closing. After completing this session, participants will be able to:Manage due diligenceShape seller's representations and warrantiesOutline covenants of purchaser and seller to govern the contract periodEstablish conditions to the parties' obligations to closeDefine default and provide for remediesLearn strategies for selling and purchasing loans and how that market differs from the asset transfer marketSkills credit for NY Attorneys Karen Holdridge Ronald D. SernauThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Decision, 130 Third St. Loft, LLC v HKF, Inc., 2018 N.Y. Slip Op. 05810 (N.Y. App. Div. 2018)David C Drewes,Jonathan L Mechanic Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438744 438744 98 G3039 1:00:37 https://www.pli.edu/programs/negotiating-real-estate-deals/438750?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Professional conduct Real estate transactions Commercial real estate Taken from the Web Program Recorded June 10, 2025 in New YorkEthics in Real Estate Transactions: When Clients Lie What’s A Lawyer To Do? [01:00:59]This segment will use real life examples of ethical issues faced by attorneys to explain how the rules of professional conduct apply to commercial real estate transactions. After completing this session, participants will be able to:Consider Three Salutary Tales – HypotheticalsClient’s Misstatement – A Duty to Correct?Lying client – client has relied on false documents to a counterpartyLying client – civil proceeding – lawyer has relied on false documents to a tribunalUnderstand the Rules of Professional ConductRule 4.1 – Truthfulness in Statements to OthersRule 3.3.– Conduct Before a TribunalRule 8.4 (c) – Conduct Involving Dishonesty, Fraud, Deceit or MisrepresentationRule 1.6 (b) Exceptions to the Duty of ConfidentialityDiscuss civil liability issuesWho might sue – and for what?Effect of disclosure on liability exposuresIf we disclose, when do we do it? What do we reveal?An ounce of prevention. . .Perform due diligence at client IntakeAnthony E. Davis The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics in Real Estate Transactions—When Clients Lie, What’s a Lawyer to DoAnthony E. DavisPresentation MaterialSegment PowerPoint: Ethics in Real Estate Transactions: When Clients Lie What’s A Lawyer To Do?Anthony E. Davis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438750 438750 98 G3039 1:01:41 https://www.pli.edu/programs/negotiating-real-estate-deals/438741?tCode=WTC5_RSS01 Joint ventures (Corporate law) Dispute resolution Real estate Real estate limited partnerships Real estate contracts Taken from the Web Program Recorded June 10, 2025 in New YorkCurrent Issues in Real Estate Joint Venture Agreements [01:14:11]This segment will discuss the key areas of joint venture agreements for commercial real estate transactions. After completing this session, participants will be able to:Clarify the scope of governance and control, including major decisions and changes of controlOutline the terms for capital contributions – additional capital calls, consequences of failure to fundPlan distributions – preferred returns, carried and promoted interestsInclude clear dispute resolutions provisions – resolving a deadlock, buy-sell, forced saleIncorporate effective exit strategies and other transfer restrictions – including transfers to competitors, transfers of management rightsKnow what to expect if a deal goes southReview available remedies for failed joint venturesDavid C. Drewes, Laurinda Martins, Gerd S. AlexanderThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Willkie Farr & Gallagher LLP, Outline of Key Issues in Real Estate Joint Venture AgreementsDavid C. DrewesPresentation MaterialSegment PowerPoint: Current Issues in Real Estate Joint Venture AgreementsGerd S. Alexander, David C. Drewes, Laurinda Martins Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438741 438741 98 G3039 1:14:53 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/438730?tCode=WTC5_RSS01 Corporate social responsibility Regulation, compliance, and enforcement (Securities and other financial products) ESG (Securities and other financial products) Taken from the Web Program Recorded June 10, 2025 in New YorkOverview and the Impact of New Regulations on Sustainability Strategy [01:23:57]After completing this session, participants will be able to answer the following questions:How are companies preparing for new sustainability regulations in the U.S. and globally?How are companies navigating convergence and divergence among sustainability regulations and standards?How are companies ensuring consistency with existing programs and disclosures?How are companies leveraging enterprise risk management programs to address materiality determinations?What actions are companies taking in response to the EU omnibus proposal?Overview: Nicole Karlebach, Jonathan E. Richman, Ashley C. Walter Panel Leader: Ashley C. Walter Panelists: Menno Baks, Fady Hanalla, Juliana Ramalho, Claire SmithThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:European Commission, Corporate Sustainability ReportingJonathan E. RichmanEuropean Commission, Commission Simplifies Rules on Sustainability and EU Investments, Delivering over €6 Billion in Administrative Relief (February 26, 2025)Jonathan E. RichmanEuropean Commission, Proposal for a Directive Amending the Directives: Accounting, Audit, CSRD and CSDDD, Omnibus I, COM(2025) 81Jonathan E. RichmanEuropean Commission, Proposal Postponing the Application of Some Reporting Requirements in the CSRD and the Transposition Deadline and Application of the CSDDD, Omnibus I, COM(2025) 80Jonathan E. RichmanEuropean Commission, Corporate Sustainability Due DiligenceJonathan E. RichmanEuropean Commission, Regulation on Deforestation-Free ProductsJonathan E. Richman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438730 438730 98 G3032 1:24:39 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/438727?tCode=WTC5_RSS01 Corporate social responsibility Change management (Legal operations) Regulation, compliance, and enforcement (Securities and other financial products) ESG (Securities and other financial products) Taken from the Web Program Recorded June 10, 2025 in New YorkHandling Sustainability Regulatory Change Management [00:59:34]After completing this session, participants will be able to answer the following questions:What are the key developments in the ESG legal and regulatory environment impacting private sector?Multi-jurisdictional patchwork of laws and regulationsIncrease in litigation (particularly in the U.S.)Guidance on many laws and regs is in flux and continues to fluctuate (e.g., EUDR, Omnibus)Implications for companies navigating this spaceAreas of work that traditionally did not require as much legal guidance will necessitate it in the futureMany of the legal and regulatory developments in the ESG space implicate multiple issues (e.g., operational programming and planning, reliable data, accurate communications)Global mindset (despite that laws and regs are often coming from a single jurisdiction or region, there is a need to approach compliance with an organization-wide mindset)How are companies responding?Talent: staffing up in key roles, including legal onesIncreased demand for hybrid skill setsBuilding cross-functional ways of working between teamsWorking to determine who owns/is responsible for whatLeveraging outside advisorsWorking to introduce proactive reviews of programs, comms and other areasPractice examples: each company to share real-life examples of partnershipBeth Safsai (Panel Leader), Parisa Elahi, Maria Gorsuch-Kennedy , Nicole Karlebach, Lindsey YeungThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Opinion, Earth Island Institute v. The Coca-Cola Company, No. 22-CV-0895 (D.C. 2024)Nicole KarlebachOrder Denying Motion to Dismiss, Environmental Working Group v. Tyson Foods, Inc., No. 2024 CAB 5935 (D.C. 2024)Nicole KarlebachOrder on Motion to Dismiss, Gyani, et al. v. Lululemon Athletica Inc. & Lululemon USA Inc., No. 24-cv-22651-BLOOM/Elfenbein (S.D. Fla. 2025)Nicole KarlebachComplaint for Public Nuisance, Violations of Unfair Competition Law and False Advertising Law, Seeking Injunctive Relief, Restitution, Abatement, and Civil Penalties, The People of the State of California v. PepsiCo Inc., No. 24STCV28450 (Cal. 2024)Nicole KarlebachClass Action Complaint, Mason v. W.L. Gore & Associates, No. 2:25-cv-00049 (E.D. Wash. 2025)Nicole KarlebachClass Action Compliant, Lowry v. Proctor & Gamble Company, No. 2:25-cv-00108 (W.D. Wash. 2025)Nicole KarlebachOrder Instituting Cease-and-Desist Proceedings Pursuant to Section 21C of the Securities Exchange Act of 1934, Making Findings, and Imposing a Cease-and-Desist Order, In the Matter of Keurig Dr Pepper Inc., Exchange Act Release No. 100983, Admin. Proc. File No. 3-22100 (2024)Nicole KarlebachResource Page: Handling Sustainability Regulatory Change ManagementNicole Karlebach Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438727 438727 98 G3032 1:00:16 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/438724?tCode=WTC5_RSS01 Securities and other financial products ESG (Securities and other financial products) Taken from the Web Program Recorded June 10, 2025 in New YorkBelonging and Inclusion: Advising Companies in Today’s Landscape [01:01:17]After completing this session, participants will be able to answer the following questions:What has happened on the DEI front in the past 6-12 months?How are companies responding to the new environment?What is legal (or advisable) now, and what isn’t?How are you advising companies caught in the DEI cross-fire?Jonathan E. Richman (Panel Leader), Michael Delikat, Kimberly Jaimez, Jocelyn Samuels, Brande Stellings, Greta B. WilliamsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Exec. Order No. 14151, Ending Radical and Wasteful Government DEI Programs and Preferencing, 90 Fed. Reg. 8339 (January 20, 2025)Jonathan E. RichmanExec. Order No. 14173, Ending Illegal Discrimination and Restoring Merit-Based Opportunity, 90 Fed. Reg. 8633, No. 20 (January 21, 2025)Jonathan E. RichmanOffice of the U.S. Attorney General, Memorandum for All Department Employees, General Policy Regarding Charging, Plea Negotiations, and Sentencing (February 5, 2025)Jonathan E. RichmanComplaint for Declaratory and Injunctive Relief, American Public Health Association, et al. v. National Institutes of Health, et al., No. 1:25-cv-10787-BEM (D. Mass 2025)Jonathan E. RichmanMemorandum Opinion and Order, Chicago Women in Trades v. President Donald J. Trump, et al., No. 25 C 2005 (N.D. Ill. 2025)Jonathan E. RichmanErin M. Connell, et al., Orrick, Fourth Circuit Reinstates Anti-DEI Executive Orders Pending Further Litigation (March 17, 2025)Michael DelikatMemorandum Opinion, National Association of Diversity Officers in Higher Education, v. Donald J. Trump, et al., No. 1:25-cv-00333-ABA (D. Md. 2025)Michael DelikatResource Page: ESG 2025: What It Means for Boards, Management, and CounselKimberly D. JaimezPresentation MaterialA Path Forward For Cos. Amid Trump's Anti-DEIA EffortsKimberly D. JaimezDefending DEI: Legal Pushback & Key Corporate CommitmentsKimberly D. JaimezDEI in Disclosure & Proxy StatementsMichael DelikatNew DOJ Initiative Expands FCA Use to Enforce Civil Rights Compliance and Target DEI InitiativesKimberly D. Jaimez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438724 438724 98 G3032 1:01:59 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/438721?tCode=WTC5_RSS01 Corporate governance Corporate social responsibility ESG (Securities and other financial products) Taken from the Web Program Recorded June 10, 2025 in New YorkBoard Oversight of ESG [01:00:42]After completing this session, participants will be able to describe developments related to the following issues:ESG developments and changes since June 2024?How are you advising companies to navigate the politically charged ESG landscape?How Boards manage ESG issues?Investor perspectives: what has happened in the past 12 months, and what might we expect in the future?Jonathan E. Richman (Panel Leader), Michael Arnold, Courteney Keatinge, Leah Malone, Stephanie Norman, Shuangjun Wang The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cravath, Three Key SEC Developments Affecting ESG: Acting Chairman Uyeda’s Climate Rule Statement, SLB 14M and Schedule 13D/G CDIs (March 6, 2025)Michael ArnoldSimpson Thacher, Memorandum, Texas District Court Finds ESG Elements of American Airlines’ 401(k) Plans Violate ERISA Fiduciary Duties (January 13, 2025)Leah MaloneFindings of Fact and Conclusions of Law, Spence v. American Airlines and American Airlines Employee Benefits Committee, Civil Action No. 4:23-cv-00552-O (N.D. Tex. 2025)Leah MaloneSimpson Thacher, Memorandum, Fifth Circuit Vacates SEC’s Approval of Nasdaq Board Diversity Rules (December 13, 2024)Leah MalonePetition for Review of an Order of the Securities & Exchange Commission, Alliance for Fair Board Recruitment; National Center for Public Policy Research v. Securities and Exchange Commission, No. 21-60626 (5th Cir. 2024)Leah MaloneCleary Gottlieb, A New Regulatory Environment for Climate and Other ESG Reporting Rules (January 16, 2025)Shuangjun Wang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438721 438721 98 G3032 1:01:24 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/438718?tCode=WTC5_RSS01 Accounting standards Corporate social responsibility ESG (Securities and other financial products) Taken from the Web Program Recorded June 10, 2025 in New YorkThe Critical Role of the Sustainability Controller [00:59:52]After completing this session, participants will be able to answer the following questions:How has the role of the sustainability controller evolved over the past three years, and how will it evolve over the next three years?How do sustainability controllers collaborate with legal teams to address sustainability regulations?What are best practices for selecting and onboarding a sustainability data software platform?What are the main challenges companies are confronting with respect to obtaining assurance of sustainability data, and what are the primary strategies sustainability controllers are employing to address those challenges?How can attorneys develop better numeracy with respect to sustainability data?IAPP Privacy credit for Privacy Professionals  CFE Field of Study: Fraud Ashley C. Walter (Panel Leader), Andrew Baxter, Todd Cort, Sarah Digirolamo, Jessica (Jess) Mortimer The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Resource Page: The Critical Role of the Sustainability ControllerAshley C. Walter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438718 438718 98 G3032 1:00:34 https://www.pli.edu/programs/esg-and-promoting-corporate-sustainability/438715?tCode=WTC5_RSS01 Corporate social responsibility Regulation, compliance, and enforcement (Cybersecurity and data protection) Regulation, compliance, and enforcement (Technology) ESG (Accounting and financial reporting) ESG (Securities and other financial products) Taken from the Web Program Recorded June 10, 2025 in New YorkESG Deep Dive: Tech Industry Focus [01:01:31]After completing this session, participants will be able to answer the following questions:What relevance does responsible tech have to ESG?Key issues including privacy, cybersecurity, diversity, free expression, online safety and more can show up as part of double materiality assessments for companiesIntegrating responsible tech issues into ESG strategies can be important for managing risk and opportunityLooking ahead to advancements in AI and other technology this is a space to watchHow do companies manage responsible technology currentlyHuman rights teams and programsPolicy teamsReg affairs teamsESG teamsHow is regulation impacting work on responsible tech and implications for broader ESGThis was a quasi-legal space previously (relying on guidance from UNGPs, GNI and other soft law sources)More recently digital regulation and also sustainability regulation have emergedCompany speakers reflect on how this is impacting their work and effortsCybersecurity, Privacy and Data Protection - General credit in NY IAPP Privacy credit for Privacy ProfessionalsCFE Field of Study: Fraud Nicole Karlebach (Panel Leader), Sarah Altschuller, Jacquelyn Horton, Betsy Popken, Shahla NaimiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:UN Guiding Principles, Reporting FrameworkNicole KarlebachResource Page: ESG Deep Dive: Tech Industry FocusNicole Karlebach Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438715 438715 98 G3032 1:02:13 https://www.pli.edu/programs/resilient-communities-disaster-legal-issues-impacting-tribal-nations/438615?tCode=WTC5_RSS01 Environmental law Disaster assistance Insurance Litigation Public interest law and pro bono Taken from the Web Program Recorded June 10, 2025 in San FranciscoResilient Communities: Disaster Legal Issues Impacting Tribal Nations [01:29:12]Experienced disaster response attorneys will examine the legal challenges tribal nations face during and after disasters. They will explore the historical context of tribal law, jurisdictional complexities, and legal preparedness strategies. Attendees will gain a better understanding of how to navigate federal, state, and tribal legal systems in disaster response. After completing this session, participants will be able to:Better understand the historical context of Federal Indian LawDefine "Indian Country" under federal lawRecognize key federal Indian law cases and their lasting impact on tribal sovereigntyRecognize how complex jurisdictional barriers can impact survivors as they face the prospect of recovering from federally declared disastersIdentify criminal and civil jurisdiction issues post-disasterImplement case studies: Mudslide in Oso, Washington, and the Gold King Mine disasterInterpret the Stafford Act and FEMA tribal guidanceUnderstand practical steps for improving coordination with federal and state agenciesBetter understand why pro bono and legal aid support is critical to tribal communities, increase disaster preparedness, and help survivors recover from disasterImplement methods for improving disaster legal frameworks for tribal communitiesApply best practices and takeaways for future collaborative effortsBrian T. Candelaria, Brittanny Perrigue Gomez, Tim ZientekPresentation MaterialMapping a Way Through Disaster and Emergency Issues Involving Indian Country and The Importance of Legal PreparednessBrian T. CandelariaResilient Communities: Disaster Legal Issues Impacting Tribal Nations (PowerPoint Slides)Brian T. Candelaria, Brittanny Perrigue Gomez, Tim ZientekSeeking Higher Ground: Developing a Tribal Model Code for Disaster and Emergency Management in a Complex Jurisdictional EnvironmentBrian T. Candelaria Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438615 438615 98 G5447 1:29:12 https://www.pli.edu/programs/employment-discrimination-law--litigation/438570?tCode=WTC5_RSS01 Employment discrimination Sex-based discrimination (Employment discrimination) Gender-identity discrimination (Employment discrimination) Taken from the Web Program Recorded June 9, 2025 in New YorkCutting-Edge Employment Discrimination 2025 Case Law Update and Look Ahead [01:16:27]This panel will discuss significant cases and developments impacting the employment discrimination arena. After attending this session, attendees will be able to:Understand the implications of Ames v. Ohio Dept. of Youth Services, on “reverse discrimination” claimsExplore how the new administration may affect discrimination law, including potential laws or executive orders targeting DEI initiatives and what changes may be made to the EEOCLearn 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 claimsAdvise clients about the latest developments relating to gender identity and sexual orientation issues in the workplaceStephen Bergstein, Jill L. Rosenberg, Rita A. Sethi The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sex Discrimination and Sexual Harassment under Title VII and Related StatutesStephen BergsteinReligious Discrimination Case Law DevelopmentsJill L. RosenbergCase Law Update: Race, Color, National Origin, Ancestry & Alienage DiscriminationRita A. SethiPresentation MaterialHandout, The Federal Courts and Adverse Actions Under MuldrowStephen BergsteinHandout, The Supreme Court’s Ruling in Ames v. Ohio Dept. of Youth ServicesStephen BergsteinPPT, Cutting Edge Employment Discrimination 2025 Case Law Update and Look AheadStephen Bergstein, Jill L. Rosenberg, Rita A. Sethi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438570 438570 98 G3259 1:17:10 https://www.pli.edu/programs/employment-discrimination-law--litigation/438566?tCode=WTC5_RSS01 Harassment (Employment discrimination) Retaliation (Employment discrimination) Practice skills (Employment and labor) Workplace diversity Diversity, inclusion, and elimination of bias in law practice Taken from the Web Program Recorded June 9, 2025 in New YorkInclusion, Discrimination and Retaliation in the Legal Workplace [01:01:11]This panel will address the particular challenges of fostering diversity and addressing claims of discrimination and retaliation in law firms and other legal workplaces. After attending this panel attendees will be able to:Understand effective strategies for creating and supporting diversity for attorneysAdvise clients concerning discrimination, harassment and retaliation claims in the legal settingExplore the legal and ethical implications of whistleblower claimsEvaluate when facts may constitute a constructive dischargeAnalyze the issues particular to partnership, including claims based on denial of partnership and whether those with the title “partner” have rights under laws that protect employeesBias/Diversity credit where applicableTanya Martinez-Gallinucci, Devjani H. Mishra, Kayla Strauss The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Muhammad U. Faridi, President, New York City Bar Association, Blog Post, Upholding the Rule of Law (February 5, 2025)Tanya Martinez-GallinucciNew York City Bar Association, Blog Post, Protecting Diversity, Equity and Inclusion Post-SFFA (September 18, 2023)Tanya Martinez-GallinucciPresentation MaterialPPT, Inclusion, Discrimination and Retaliation in the Legal WorkplaceTanya Martinez-Gallinucci, Devjani H. Mishra, Kayla Strauss Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438566 438566 98 G3259 1:01:12 https://www.pli.edu/programs/employment-discrimination-law--litigation/438560?tCode=WTC5_RSS01 Disability discrimination (Employment discrimination) Workplace accommodations Leaves of absence Remote work Mental health Taken from the Web Program Recorded June 9, 2025 in New YorkAnalyzing Disability Accommodations in High Pressure Workplaces [01:20:12]This panel will address reasonable accommodations for disabilities in high-stakes, high profile settings such as law, medicine, finance, and the executive suite. After attending this panel attendees will be able to:Learn how mental health disabilities can and cannot be accommodated when the demands of the job, such as hours required or stress, are at issueUnderstand how common accommodations, such as leaves of absence, a reduced schedule, or work from home, may have different outcomes in high pressure rolesNavigate and document the interactive process in high press workplacesAnalyze how to balance meeting the legitimate needs of the employer with providing accommodations that may allow employees to continue in their professionSkills credit for NY Attorneys Laura M. Fant, Jeanne Goldberg, Maia Goodell The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Selected Cases Addressing Disability Accommodations in High Pressure WorkplacesLaura M. FantSelected EEOC Resources: Americans with Disabilities Act (March 2025)Jeanne GoldbergPresentation MaterialHandout, Selected Cases Addressing Reasonable Accommodations Requests in High-Stakes Employment Settings - ADDENDUMLaura M. FantPPT, Analyzing Disability Accommodations in High Pressure WorkplacesLaura M. Fant, Jeanne Goldberg, Maia Goodell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438560 438560 98 G3259 1:20:12 https://www.pli.edu/programs/employment-discrimination-law--litigation/438564?tCode=WTC5_RSS01 Employment discrimination Mediation Negotiation (Dispute resolution) Settlement (Dispute resolution) Employment litigation Taken from the Web Program Recorded June 9, 2025 in New YorkSettling Employment Discrimination Claims From Start to Finish [01:02:38]Most employment discrimination claims settle, some without any litigation whatsoever. This panel will help participants navigate the process, from start to finish, of settling an employment discrimination claim. The process involves several discrete steps, forks in the road, and strategic thinking. After attending this panel, participants will be able to:Understand some of the considerations in commencing a case whether by internal complaint, demand letter or case filingLearn some of the different ways in which settlements may be assisted and the considerations for their use at various stages in the process (e.g., direct negotiations, mediation, court assistance, forms of arbitration)Analyze negotiation of the various settlement terms for inclusion in an agreement, their legality and enforceability under various agencies (e.g., NLRB and EEOC) and the circumstances under which they are appropriateSkills credit for NY Attorneys Miriam F. Clark, Louis P. DiLorenzo, Chris M. KwokThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York Senate Bill 4516, Prohibiting Liquidated Damages Provisions in Confidential Settlements of Harassment and Discrimination Claims (February 9, 2023)Miriam F. ClarkSlip Copy, Chang v. Arroyave, 164 N.Y.S. 3d 806 (2022)Miriam F. ClarkMemorandum GC 23-05, To All Regional Directors, Officers-In-Charge, and Resident Officers, From NLRB General Counsel Jennifer A. Abruzzo, Re: Guidance in Response to Inquiries About the McLaren Macomb Decision (March 22, 2023)Miriam F. ClarkN.J.S.A. 10:5-12.8 Non-Disclosure Provisions in Employment Contracts or Settlement Agreements; Enforceability; NoticeMiriam F. ClarkDecision and Order, McLaren Macomb and Local 40 RN Staff Council, Office and Professional Employees, International Union (OPEIU), AFL–CIO, Case 07–CA–263041, 372 NLRB No. 58 (February 21, 2023)Miriam F. ClarkSavage v. Township of Neptune, Syllabus, Nos. A-2-23, 087229 (May 7, 2024)Miriam F. ClarkCalifornia Code of Civil Procedure–(CCP), Part 2, Title 14, Chapter 3.5, Confidential Settlement Agreements § 1001 (Effective January 1, 2023)Miriam F. ClarkThe Mediator’s Role: Nimbleness in an Accelerated Age, New York Law Journal (May 1, 2018)Chris M. KwokPresentation MaterialPPT, Settling Employment Discrimination Claims From Start to FinishMiriam F. Clark, Louis P. DiLorenzo, Chris M. Kwok Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438564 438564 98 G3259 1:02:39 https://www.pli.edu/programs/employment-discrimination-law--litigation/438568?tCode=WTC5_RSS01 Employment discrimination Workplace accommodations Pregnancy discrimination (Employment discrimination) Practice skills (Employment and labor) Taken from the Web Program Recorded June 9, 2025 in New YorkNew Developments in Pregnancy, Accommodation and Caregiver Discrimination [01:15:27]This panel will address the EEOC's final regulation concerning the Pregnant Workers Fairness Act (PWFA), latest statutory developments and case law on pregnancy discrimination, accommodations relating to pregnancy, lactation provisions, and caregiver discrimination. After attending this panel attendees will be able to:Advise clients on how to ensure their workplaces meet all the current requirementsAnalyze and respond to requests for accommodations and understand how such accommodations compare to accommodation under other lawsLearn what time and facilities must be provided to nursing mothersEvaluate claims of discrimination on the basis of caregiver statusUnderstand the impact of the Pregnant Workers Fairness Act (PWFA)Katherine A. Greenberg, James E. McGrath III, Liane Tai RiceThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Chelsea Thompson, Dina Bakst and Elizabeth Gedmark, A Better Balance, Pregnant and Finally Protected, One Year Later, the Pregnant Workers Fairness Act Provides a Lifeline to Workers (June 2024)Katherine A. GreenbergJames E. McGrath, III and Camisha Parkins, The Latest Legal Developments in Pregnancy Accommodation and Caregiver Discrimination Laws (March 12, 2025)James E. McGrathU.S. Equal Employment Opportunity Commission, Enforcement Guidance on Pregnancy Discrimination and Related Issues (June 25, 2015)Liane Tai RiceU.S. Equal Employment Opportunity Commission, Summary of Key Provisions of EEOC’s Final Rule to Implement the Pregnant Workers Fairness Act (PWFA) (March 12, 2025)Liane Tai RiceU.S. Equal Employment Opportunity Commission, Time and Place to Pump at Work: Your RightsLiane Tai RicePresentation MaterialPPT, New Developments in Pregnancy, Accommodation and Caregiver DiscriminationKatherine A. Greenberg, James E. McGrath, III, Liane Tai Rice Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438568 438568 98 G3259 1:16:09 https://www.pli.edu/programs/employment-discrimination-law--litigation/438562?tCode=WTC5_RSS01 Employment discrimination Jury selection Pre-trial motions Jury trials Technology Taken from the Web Program Recorded June 9, 2025 in New YorkLatest Insights for Employment Discrimination Jury Trials [01:01:32]If the employment case does not settle and it has to be tried before a jury, this journey is filled with several turns and twists. This panel will discuss some of the nuances that occur in the various stages of a jury trial from pre-trial motions to the jury verdict form and the steps in between. Some of what is covered will be applicable to any hearing before a fact finder in an employment discrimination case. After attending this panel attendees will be able to:Appreciate the rules and considerations involved in selecting jurorsUnderstand the importance of jury themes and the role of storytellingEvaluate the role of a focus groupUse courtroom technologyAnalyze the use of demonstrative exhibitsEvaluate trends in jury verdicts in employment discrimination casesAnne L. Clark, Louis P. DiLorenzo, Hon. Loretta A. Preska, Ross SuterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Plaintiff’s Proposed Voir Dire QuestionsAnne L. ClarkPresentation MaterialPPT, Latest Insights for Employment Discrimination Jury TrialsRoss Suter, Anne L. Clark, Louis P. DiLorenzo, Hon. Loretta A. Preska Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438562 438562 98 G3259 1:01:32 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/438537?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Technology Artificial intelligence Taken from the Web Program Recorded June 9, 2025 in New YorkArtificial Intelligence and Copyright [01:01:16]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 law Explain how AI technology may infringe copyrights in AI-generated works and in AI system training Address 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  CFE Field of Study: Fraud Robert W. Clarida, Lui Simpson, Shannon SorensenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Brief of Amicus Curiae the Association of American Publishers in Support of Plaintiffs’ Motion for Partial Summary Judgment and Opposition to Defendant’s Motion for Partial Summary Judgment, Kadrey, et al. v. Meta Platforms, Inc., No. 23-cv-03417-VC (N.D. Cal. 2025)Lui SimpsonAssociation of American Publishers, Introduction to AAP and the AI Perspectives of U.S. Publishers (March 15, 2025)Lui SimpsonUnited States Copyright Office, Copyright and Artificial Intelligence—Part 2: Copyrightability, A Report of the Register of Copyrights (January 2025)Shanti Sadtler ConwayUnited States Copyright Office, Copyright Registration Guidance: Works Containing Material Generated by Artificial Intelligence, 88 Fed. Reg. 16190, No. 51 (March 16, 2023)Shanti Sadtler Conway Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438537 438537 98 G3207 1:01:58 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/438549?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing License terms (Intellectual property) Copyright Copyright registration Taken from the Web Program Recorded June 9, 2025 in New YorkBasic Principles of Copyright Law [01:18:02]After completing this session, participants will understand the legal framework of copyright law and will be able to spot key issues with respect to: The conditions necessary for copyright protection The exclusive rights covered by copyright Copyright duration and renewal Ownership (work for hire and derivative, joint and collective works) Transfers, implied non-exclusive licenses, and the termination of transfers The copyright registration process Jessica R. Friedman The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Michael T. Reynolds, Ch. 24: Copyright Basics, Practising Law Institute, Intellectual Property Law Answer Book (Twelfth Edition) (October 2024)Keneth D. MinPresentation 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 438549 438549 98 G3207 1:18:02 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/438540?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Copyright Technology Taken from the Web Program Recorded June 9, 2025 in New YorkIntermediary Liability and the DMCA [01:01:51]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 inducement  Recall the latest developments in primary and secondary liability theories, and defenses and safe harbors, in suits against intermediary businesses Explain internet intermediary liability for user-generated content Discuss recent developments regarding intermediary businesses Lateef MitmaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:From Safe Harbors to Circumventing Technology Blockades: Navigating the Digital Millennium Copyright ActLateef MtimaPresentation MaterialFrom Safe Harbors to Circumventing Technology Blockades: Navigating the Digital Millennium Copyright ActLateef MtimaSegment 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 438540 438540 98 G3207 1:01:51 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/438546?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Copyright Copyright litigation Substantial similarity Technology Taken from the Web Program Recorded June 9, 2025 in New YorkEnforcing Copyrights [01:16:02]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 copyright Recall copyright litigation and available defenses Understand access and substantial similarity in infringement cases Review how to calculate damages Consider litigation practice pointers Shanti Sadtler Conway  The purchase price of this Web Program segment includes the following article from the Course Handbook available online:United States Copyright Office, Copyright and Artificial Intelligence—Part 2: Copyrightability, A Report of the Register of Copyrights (January 2025)Shanti Sadtler ConwayUnited States Copyright Office, Circular 22: How to Investigate the Copyright Status of a WorkShanti Sadtler ConwayUnited States Copyright Office, Copyright Registration Guidance: Works Containing Material Generated by Artificial Intelligence, 88 Fed. Reg. 16190, No. 51 (March 16, 2023)Shanti Sadtler ConwayCopyright Law Cases and UpdatesShanti 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 438546 438546 98 G3207 1:16:44 https://www.pli.edu/programs/fundamentals-of-copyright-law-in-the-data-era/438543?tCode=WTC5_RSS01 Intellectual property Copyright Copyright litigation Taken from the Web Program Recorded June 9, 2025 in New YorkNew Cases in Copyright Law—Internet and Beyond [01:14:14]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 year Assess the impact of recent case law on copyright law practice Discuss preemption in right of celebrity casesIAPP Privacy credit for Privacy Professionals  CFE Field of Study: Fraud  Robert W. Clarida, Thomas G. Kjellberg The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Copyright Law Cases and UpdatesShanti Sadtler ConwayPresentation MaterialSegment 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 438543 438543 98 G3207 1:14:56 https://www.pli.edu/programs/ethical-issues-that-can-arise-in-attorney-career-transitions/437951?tCode=WTC5_RSS01 Cybersecurity and data protection Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Conflicts of interest Professional development Attorneys who transition to new legal positions must comply with ethical obligations. This briefing will address the key duties and circumstances to consider during career transitions.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437951 437951 98 G5466 1:02:40 https://www.pli.edu/programs/creating-a-records-retention-schedule-that-is-modern-compliant-easy-to-execute-and-supports-privacy-and-ai/437410?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Professional development Technology Artificial intelligence In today’s rapidly evolving digital landscape, traditional records retention schedules are no longer sufficient. As both large and small companies face increasing recordkeeping requirements, emerging privacy rules, and the need to embrace AI, retention policies must evolve from a “check-the-box” task into a strategic policy that drives compliance, eliminates data minimization conflicts, and enhances productivity. Join our faculty for this insightful hour to learn how to create a modern, compliant, and easier-to-execute records retention schedule specifically for the legal industry. A well-designed schedule not only ensures regulatory compliance but also fosters collaboration with legal departments, reduces conflicts, and supports automation of classification and disposition processes. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437410 437410 98 G5395 1:03:32 https://www.pli.edu/programs/liability-and-damages-for-construction-defects/437367?tCode=WTC5_RSS01 Litigation Real estate litigation Real estate Real estate construction Construction contracts Despite the utmost care taken by design professionals and contractors in performing their work, errors and omissions and/or nonconforming work of varying degrees and complexity invariably arise on construction projects. This program will address the basic responsibilities of the design and construction teams for defects and failures, examine contractual provisions designed to guard the owner against defects and failures, and offer responses by owners to defects and failures. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437367 437367 98 G5370 1:03:35 https://www.pli.edu/programs/the-battle-to-restrain-litigation-funding--the-current-status-of-the-objections-to-and-efforts-to-regulate-the-growing-litigation-funding-industry/437235?tCode=WTC5_RSS01 Insurance Regulation, compliance, and enforcement (Insurance) Litigation Litigation financing Personal injury litigation As the expenses for bringing large mass tort, IP, insurance coverage and commercial litigation actions skyrocket, plaintiffs have increasingly turned to litigation funders to finance the prosecution of their cases. Indeed, the latest projections for 2025 are that over $18.9 billion in assets will be dedicated to litigation funding. That number is projected to increase to $67.2 billion by 2037 – an annual growth rate of 11.1 percent.The defense bar, business industry groups and insurers have launched a multi-pronged response to the growth in litigation funding in an attempt to contain it. The central goal of these efforts is to force disclosure of both the identity of the litigation funders and the funding agreements, using such tools as:Policy objections;Ethics objections;State legislation;Discovery requests in specific cases/motions to compel;Court rules;Amendments to the Federal Rules of Civil Procedure; andFederal legislation.The battle to regulate litigation funding is being waged in courtrooms, state legislatures and other forums across the United States, including the halls of Congress. As the size of the litigation funding industry increases, so do the scope of the efforts of business groups, the defense bar and insurers to contain it.This presentation will equip stakeholders on all sides of the litigation funding divide, as well as outside observers, with an up to the minute guide of the status of the various efforts to regulate and restrain litigation funding.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437235 437235 98 G5452 1:01:47 https://www.pli.edu/programs/serving-on-a-nonprofit-board/438409?tCode=WTC5_RSS01 Board of directors Public interest law and pro bono Nonprofit organizations Tax Taken from the Web Program Recorded June 4, 2025 in New YorkWhat Lawyers Need to Know About Nonprofit Board Service, Part 1: Finding 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; Understanding Nonprofit Finances [02:00:15]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 membersBetter understand basic nonprofit finances and watch for “red flags”Review key financial forms knowledgeably and with confidenceKenneth Cerini, Anahaita N. Kotval, David G. Samuels, Judy L. SiegelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Basics of Charitable Nonprofit Organizations (July 2021)David G. SamuelsThree Critical Steps for Lawyers Before Joining a Nonprofit BoardJudith L. SiegelLifting Up Westchester: Selected Board DocumentsAnahaita N. KotvalTelios Law, PLLC, Serving on a Nonprofit Board: Avoid the Attorney Pitfalls, available at: https://telioslaw.com/blog/serving-nonprofit-board-avoid-attorney-pitfallsJudy L. SiegelGene Takagi, NEO Law Group, Attorney/Director: Issues for Attorneys Serving on Nonprofit Boards (January 28, 2016), available at: https://nonprofitlawblog.com/attorney-director-issues/Judy L. SiegelCerini & Associates, LLP, The Nonprofit Guide to Effective Board Membership (3rd Ed. 2024)Kenneth CeriniIwona Sornat, Cerini & Associates, LLP, Executive Pay in Nonprofits: Board Responsibilities and Compliance (February 25, 2025), available at: https://ceriniandassociates.com/executive-pay/Judith L. SiegelInternal Controls and Financial Accountability for Not-for-Profit BoardsJudith L. SiegelA Guide to Sales and Other Disposition of Assets by Not-for-Profit CorporationsJudith L. SiegelAdditional ResourcesJudith L. SiegelPresentation MaterialServing on a Nonprofit Board: Practical and Ethical Considerations for AttorneysKenneth Cerini, Anahaita N. Kotval, David G. Samuels, Judy L. Siegel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438409 438409 98 G3014 2:00:15 https://www.pli.edu/programs/serving-on-a-nonprofit-board/438406?tCode=WTC5_RSS01 Accounting and financial reporting Board of directors Ethics and professional responsibility Public interest law and pro bono Nonprofit organizations Taken from the Web Program Recorded June 4, 2025 in New YorkWhat Lawyers Need to Know About Nonprofit Board Service, Part 2: Understanding Nonprofit Finances (continued); Ethical Issues in Serving on a Nonprofit Board [01:40:11]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 ServiceAfter 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 clientDescribe other practical ethical issues that arise in the course of Board serviceEthics Credit (60 mins.)Kenneth Cerini, Anahaita N. Kotval, David G. Samuels, Judy L. SiegelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cerini & Associates, LLP, The Nonprofit Guide to Effective Board Membership (3rd Ed. 2024)Kenneth CeriniIwona Sornat, Cerini & Associates, LLP, Executive Pay in Nonprofits: Board Responsibilities and Compliance (February 25, 2025), available at: https://ceriniandassociates.com/executive-pay/Judith L. SiegelInternal Controls and Financial Accountability for Not-for-Profit BoardsJudith L. SiegelA Guide to Sales and Other Disposition of Assets by Not-for-Profit CorporationsJudith L. SiegelOpinion, In re Grand Jury, Nos. 21-55085, 21-551145, D.C. Nos. 2:20-cm-00046-UA-1, 2:18-cm-01758-UA-1 (9th Cir.)Judith L. SiegelEthical Considerations for Attorneys Working with Nonprofit Organizations (July 2023)David G. Samuels,Ciarra A. ChavarriaNew York State Bar Association, Committee on Professional Ethics, Opinion 589: Conflict of Interest; Lawyer Serving as Director of Client Organization (March 18, 1988)Judith L. SiegelNew York State Bar Association, Committee on Professional Ethics, Opinion 1262: Recognition of Lawyer on Not-for-Profit Organization’s Website (December 14, 2023)Judith L. SiegelNew York State Bar Association, Committee on Professional Ethics, Opinion 1153: Conflicts of Interest: County Attorney’s Service on the Board of a County-Sponsored Community College (May 24, 2018)Judith L. SiegelNew Jersey Supreme Court, Advisory Committee on Professional Ethics, Re: ACPE Docket No. 07-2024Judith L. SiegelD.C. Bar Ethics Opinion 382: Lawyer-Directors Representing Entity-ClientsJudith L. SiegelSample Conflict of Interest Policy (August 2021)Judith L. SiegelSelected Provisions from the American Bar Association, Model Rules of Professional Conduct and Standing Committee on Ethics and Professional ResponsibilityJudith L. SiegelAdditional ResourcesJudith L. Siegel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438406 438406 98 G3014 1:40:11 https://www.pli.edu/programs/understanding-the-securities-laws/438476?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 4 - 5, 2025 in New YorkSecurities Law Aspects of Mergers, Acquisitions, and Other Corporate Transactions [01:00:35]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 M. Brown, Jennifer B. Luz, 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) (September 2024)Gary M. BrownPresentation MaterialSegment PowerPoint: Securities 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 438476 438476 98 G3236 1:01:17 https://www.pli.edu/programs/understanding-the-securities-laws/438491?tCode=WTC5_RSS01 Private placement Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Equity instruments Taken from the Web Program Recorded June 4 - 5, 2025 in New YorkSecurities Act Exemptions [01:16:19]This panel will compare exempt securities versus exempt transactions. After completing this session, participants will be able to:Better understand integration following the adoption of Rule 152Properly approach general solicitation following the adoption of Rule 148Review private placements, including offering under Rules 504 and 506 of Regulation DGain insight into the importance of “accredited investors” and recent changes to the definitionExplain the different kinds of offerings:What are Regulation A+ offerings?What are “intrastate” offerings?Analyze 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, Douglas I. Koff, 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) (September 2024)Gary M. BrownPresentation MaterialSegment PowerPoint: Securities 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 438491 438491 98 G3236 1:17:01 https://www.pli.edu/programs/understanding-the-securities-laws/438479?tCode=WTC5_RSS01 Corporate governance Shareholders (Corporate governance) Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Proxy statements Taken from the Web Program Recorded June 4 - 5, 2025 in New YorkProxy Solicitations in an Age of Corporate Activism [01:15:42]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 proposalsAnalyze 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 second proxy season with the universal proxy rule and pay versus performance disclosuresAppreciate the developments in the regulation of proxy advisorsMatthew H. Behrens, Gary M. Brown, Edward Greene, Douglas I. KoffThe 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) (September 2024)Gary M. Brown Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438479 438479 98 G3236 1:16:24 https://www.pli.edu/programs/understanding-the-securities-laws/438473?tCode=WTC5_RSS01 Ethics and professional responsibility Professional conduct Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded June 4 - 5, 2025 in New YorkNavigating Ethics and Professionalism Requirements in Securities Law Practice [01:45:01]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:Ethical Issues Relating to Securities Lawyers—All Signs Point to More Enforcement Actions Against Lawyers (April 14, 2023)Ellen M. WheelerPresentation MaterialSegment PowerPoint: Navigating 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 438473 438473 98 G3236 1:45:43 https://www.pli.edu/programs/understanding-the-securities-laws/438497?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 4 - 5, 2025 in New YorkIntroduction to the Securities Laws [01:32:30]This panel 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. Brown, Douglas I. KoffThe 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) (September 2024)Gary M. BrownReach of Securities Act Regulation, Practising Law Institute, Ch. 5, Securities Law and Practice Deskbook (Sixth Edition) (September 2024)Gary M. BrownPresentation MaterialSegment PowerPoint: Introduction 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 438497 438497 98 G3236 1:32:30 https://www.pli.edu/programs/understanding-the-securities-laws/438488?tCode=WTC5_RSS01 Disclosures (Securities and other financial products) Regulation, compliance, and enforcement (Securities and other financial products) Form 8-K Taken from the Web Program Recorded June 4 - 5, 2025 in New YorkReporting Under the Exchange Act [01:27:45]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:Improve their understanding of the duty to discloseRecognize the materiality thresholdInterpret Non-GAAP financial disclosuresDetermine filing statuses, such as accelerated filersImplement best practices for disclosure to securities analysts and press while complying with Regulation FDDistinguish “safe harbors” for forward-looking statementsPrepare or review new cybersecurity disclosuresAnalyze reporting requirements for third parties, including Schedule 13Ds, 13Gs, and proposed amendmentsGary M. Brown, Gary D. Gerstman, Douglas I. Koff, Lilian 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 2024)Gary M. BrownRegistration and Periodic Reporting Under the Exchange Act, Practising Law Institute, Ch. 9, Securities Law and Practice Deskbook (Sixth Edition) (September 2024)Gary M. BrownPresentation MaterialSegment PowerPoint: Reporting 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 438488 438488 98 G3236 1:28:27 https://www.pli.edu/programs/understanding-the-securities-laws/438482?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 4 - 5, 2025 in New YorkIndividual Liability for Corporate Officers, Directors, and Other Insiders [01:31:08]This panel will take an in-depth look at Section 16 of the Exchange Act and the requirements for reporting and liability. After completing this session, participants will be able to:Better understand the implications of delinquent filings and the implications of the changes in reporting of “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 disclosuresGary Brown, Douglas I. Koff, Daniel Loss, Jennifer B. LuzThe 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) (September 2024)Gary M. BrownPresentation MaterialSegment PowerPoint: Individual Liability for Corporate Officers, Directors, and Other InsidersDouglas I. Koff, Jennifer B. Luz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438482 438482 98 G3236 1:31:08 https://www.pli.edu/programs/understanding-the-securities-laws/438494?tCode=WTC5_RSS01 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 Taken from the Web Program Recorded June 4 - 5, 2025 in New YorkRegistering Securities Under the Securities Act of 1933 – the Skills Needed by Securities Lawyers [01:01:22]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 statementsUse the confidential submission and review processRespond to SEC commentsSkills credit for NY Attorneys Michael K. Bradshaw, Gary M. Brown, Douglas I. Koff, Lori B. MetrockThe 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) (September 2024)Gary M. BrownSecurities Act Registration Process, Practising Law Institute, Ch. 4, Securities Law and Practice Deskbook (Sixth Edition) (September 2024)Gary M. BrownPresentation MaterialSegment PowerPoint: Registering Securities Under the Securities Act of 1933 – the Skills Needed by Securities LawyersMike Bradshaw, Lori Metrock Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438494 438494 98 G3236 1:01:22 https://www.pli.edu/programs/understanding-the-securities-laws/438485?tCode=WTC5_RSS01 Securities litigation 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 4 - 5, 2025 in New YorkLiability for Security Law Violations [01:01:27]This panel will delve into consequences of violating the Securities Act of 1933 and the Securities Exchange Act of 1934. After completing this session, participants will be able to:Interpret Sections 11, 12, 15, and 17 of the Securities ActBetter understand the 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 tradingAppreciate how Macquarie Infrastructure v. Moab Partners has affected MD&A and other disclosuresUnderstand the implications of Panuwat (“shadow” trading)Gary M. Brown, Lisa R. Bugni, Douglas I. Koff, John J. Sikora, Jr.The 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) (September 2024)Gary M. BrownFraud Under Rule 10b-5 and Related Issues, Practising Law Institute, Ch. 12, Securities Law and Practice Deskbook (Sixth Edition) (September 2024)Gary M. BrownPresentation MaterialSegment PowerPoint: Liability for Security Law ViolationsLisa R. Bugni, John J. Sikora, Jr.Segment PowerPoint: Liability for Security Law ViolationsJohn J. Sikora, Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438485 438485 98 G3236 1:01:27 https://www.pli.edu/programs/trademark-law-workshop/438424?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark registration Taken from the Web Program Recorded June 4, 2025 in San FranciscoUS and International Trademark Searching and Filing Strategies [01:21:43]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-useHave strategies for Examiner refusalsAssess acceptable specimens for applications and maintenance filingsUnderstand the importance of an international filing strategySeek protection in different jurisdictions and understand how to use the Madrid Protocol system of filingUnderstand the benefit of EUTMsWork with U.S. and foreign counsel to clear marksManage an international portfolio efficiently and effectivelyRosaleen Chu, Sabrina A. LarsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Coblentz Patch Duffy & Bass LLP, Only the Defendant’s Profits are Recoverable: Supreme Court Vacates Nearly $43 Million Trademark Infringement Award That Improperly Awarded Profits of Defendant’s AffiliatesSabrina A. LarsonCoblentz Patch Duffy & Bass LLP, Trademark Trickery: Scams are Surging—What Trademark Owners Should Watch Out ForSabrina A. LarsonCoblentz Patch Duffy & Bass LLP, U.S. Trademark Fee Changes and Increases Coming January 18, 2025—What Trademark Owners Should KnowKatherine Gianelli,Sabrina A. LarsonPresentation MaterialPowerPoint #1: US and International Trademark Searching and Filing StrategiesSabrina A. LarsonPowerPoint #2: US and International Trademark Searching and Filing StrategiesRosaleen H. Chou Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438424 438424 98 G5385 1:21:43 https://www.pli.edu/programs/trademark-law-workshop/438418?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Communications and telecommunications) Trademarks Trademark litigation Regulation, compliance, and enforcement (Intellectual property) Trade secret dispute litigation Taken from the Web Program Recorded June 4, 2025 in San FranciscoTrademark Litigation Alternatives and Hot Topics [01:01:08]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:J. Wesley Earnhardt, Ch. 23: Practical Aspects of Trademark Litigation, Practising Law Institute, Intellectual Property Law Answer Book (12th Edition) (October 2024)Kenneth D. MinCoblentz Patch Duffy & Bass LLP, Only the Defendant’s Profits are Recoverable: Supreme Court Vacates Nearly $43 Million Trademark Infringement Award That Improperly Awarded Profits of Defendant’s AffiliatesSabrina A. LarsonCoblentz Patch Duffy & Bass LLP, Trademark Trickery: Scams are Surging—What Trademark Owners Should Watch Out ForSabrina A. LarsonCoblentz Patch Duffy & Bass LLP, U.S. Trademark Fee Changes and Increases Coming January 18, 2025—What Trademark Owners Should KnowKatherine Gianelli,Sabrina A. LarsonPresentation MaterialPowerPoint: 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 438418 438418 98 G5385 1:01:08 https://www.pli.edu/programs/trademark-law-workshop/438421?tCode=WTC5_RSS01 Intellectual property Trademarks Trademark infringement Trademark litigation Taken from the Web Program Recorded June 4, 2025 in San FranciscoAdvanced Trademark Litigation Strategy [01:03:12]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 (12th Edition) (October 2024)Kenneth D. MinCoblentz Patch Duffy & Bass LLP, Only the Defendant’s Profits are Recoverable: Supreme Court Vacates Nearly $43 Million Trademark Infringement Award That Improperly Awarded Profits of Defendant’s AffiliatesSabrina A. LarsonPresentation MaterialPowerPoint: 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 438421 438421 98 G5385 1:03:12 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/438265?tCode=WTC5_RSS01 Ethics and professional responsibility Multijurisdictional practice (Ethics and professional responsibility) Regulation, compliance, and enforcement (Ethics and professional responsibility) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 3, 2025 in New YorkEthics in Cross-Border Practices [01:15:28]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); Steven Richman, John SchoolmanThe 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?Steven M. RichmanPresentation MaterialSegment PPT: Ethics in Cross-Border PracticesDavid Grosgold, Steven M. Richman, John Schoolman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438265 438265 98 G3164 1:15:28 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/438277?tCode=WTC5_RSS01 Capital markets Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 3, 2025 in New YorkDoing Business with South and Southeast Asia [01:02:44]After completing this session, participants will be able to:Understand latest legislative and regulatory developments in South and Southeast AsiaEvaluate transactional hotspots in M&A, capital markets and trade in and with South and Southeast AsiaAssess top compliance issues in Asia, including national security, date privacy and sustainabilityAnalyze key issues in dispute resolution, including choice of forum, discovery and enforcementAlex Hao (Panel Leader); Michael Scott Carl, Kosturi Ghosh, Bui Ngoc Hong The purchase price of this Web Program segment includes the following article from the Course Handbook available online:JunHe Bulletin, Financial, CSRC Solicits Comments on the Futures Program Trading Administrative Provisions (January 24, 2025)Alex HaoJunHe Bulletin, Highlights of the New Strategic Investment Rules for Foreign Investors (November 4, 2024)Alex HaoJunHe Bulletin, Financial, Implementation of the Beneficial Owner Information Management Measures—Regulatory Authorities Clarify Several Requirements (January 3, 2025)Alex HaoPresentation MaterialSegment PPT: Doing Business with South and Southeast AsiaMichael S. Carl, Kosturi Ghosh, Alex Hao, Bui Ngoc Hong Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438277 438277 98 G3164 1:02:44 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/438280?tCode=WTC5_RSS01 Capital markets Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 3, 2025 in New YorkDoing Business with East Asia [01:01:20]After completing this session, participants will be able to:Understand latest legislative and regulatory developments in East AsiaEvaluate transactional hotspots in M&A, capital markets and trade in and with East AsiaAssess top compliance issues in East Asia, including national security, date privacy and sustainabilityAnalyze key issues in dispute resolution, including choice of forum, discovery and enforcementAlex Hao (Panel Leader); Shaun C. Lee, Roy Umetsu, Soo-Jeong AhnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:JunHe Special Report, A Chinese Litigation Tool Worth for Patent Holder’s Notice: Introduction of China’s Patent Administrative Infringement Procedure (October 14, 2024)Alex HaoJunHe Bulletin, Financial, A Look at the Evolution of China’s Virtual Currency Regulation Through a Shanghai Court Case (January 27, 2025)Alex HaoLijing Du, Yuan Cheng, Yu Qin and Zhaokang Du, JunHe Legal Updates, Brief Analysis on China’s Energy Law (November 11, 2024)Alex HaoPresentation MaterialSegment PPT: Doing Business with East AsiaSoo-Jeong Ahn, Alex Hao, Shaun C. Lee, Hideaki Roy Umetsu Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438280 438280 98 G3164 1:01:20 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/438274?tCode=WTC5_RSS01 Capital markets Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (International law) Cross-border transactions Cross-border M & A Taken from the Web Program Recorded June 3, 2025 in New YorkDoing Business in and with the Middle East [01:00:39]After completing this session, participants will be able to:Understand latest legislative and regulatory developments in Europe, Middle East and Africa (EMEA)Assess transactional hotspots in M&A, capital markets and trade in and with EMEADescribe top compliance issues in EMEA, including national security, date privacy and sustainabilityAnalyze key issues in dispute resolution, including choice of forum, discovery and enforcementAlex Hao (Panel Leader); Melis Öget Koc, Karim Mahmoud, Suhaib HammadThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:JunHe Bulletin, Financial, Highlights of the Second Draft of the PRC Anti-Money Laundering Law (October 10, 2024)Alex HaoJunHe Bulletin, Key Highlights of the Regulations on the Management of Network Data Security (October 30, 2024)Alex HaoJunHe Bulletin, AIGC, The CAC Releases Draft Regulations and Standards for Labeling AIGC (September 29, 2024)Alex HaoJunHe Bulletin, Personal Information Protection, Key Highlights of the Administrative Measures for Personal Information Protection Compliance Audits (February 19, 2025)Alex HaoPresentation MaterialSegment PPT: Doing Business in and with the Middle EastSuhaib Hammad, Alex Hao, Melis Öget Koç, Karim Mahmoud Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438274 438274 98 G3164 1:01:21 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/438268?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 3, 2025 in New YorkCross-Border M&A [01:01:45]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); Sergio A. Urias, Paula Vieira de Oliveira, Julio M. Rivera RiosThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Debevoise & Plimpton 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 GrosgoldDebevoise & Plimpton LLP, Debevoise In Depth, China’s New Civil Procedure Law on Foreign-Related Cases Comes into Force (January 4, 2024)David GrosgoldDebevoise & Plimpton 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 & Plimpton 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 Whistleblower 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 GrosgoldPresentation MaterialSegment PPT: Cross-Border M&ADavid Grosgold, Julio M. Rivera Ríos, Sergio A. Urias, Paula Vieira de Oliveira Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438268 438268 98 G3164 1:01:45 https://www.pli.edu/programs/doing-business-in-and-with-global-markets/438271?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 3, 2025 in New YorkDoing Business in Latin America [01:00:10]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); Thomaz Kastrup, Jaime Cubillos, Esteban Valadez JiménezThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:M&A in Latin America: Key Insights with a Special Focus on ColombiaJaime CubillosMaurizio Levi-Minzi and Sergio Torres, Debevoise & Plimpton LLP, Avoiding Surprises in Brazilian M&A (November 2022)David GrosgoldDebevoise & Plimpton LLP, Debevoise In Depth, Going Green: COP28 Achieves Historic Global Stocktake Agreement on Fossil Fuels (January 18, 2024)David GrosgoldDebevoise & Plimpton LLP, The Private Equity Report Quarterly: 2024 Outlook, Vol. 23, Issue 4David GrosgoldPresentation MaterialSegment PPT: Doing Business in Latin AmericaJaime Cubillos, David Grosgold, Thomaz Del Castillo Barraso Kastrup, Esteban Valadez Jimenez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438271 438271 98 G3164 1:00:52 https://www.pli.edu/programs/hot-topics-in-advertising-law/438210?tCode=WTC5_RSS01 Online and traditional advertising Digital marketing (Social media) Taken from the Web Program Recorded June 3, 2025 in New York“Wait, What Did I Just Sign?”: Understanding Common Provisions in Marketing Services Agreements [01:05:13]Contracts for marketing services, whether off-the-shelf or bespoke, invariably will have certain common provisions that, optimally, can be negotiated, and, at the very least, need to be understood. In this session, attendees will closely review a handful of critical, non-boilerplate, provisions in marketing services agreements, to understand what those terms can (and cannot) accomplish for each party to the contract and what is “market.” After completing this session, participants will be able to understand, revise and draft the following contractual provisions:AI usage rights in creative services agreementsAdvertising adjacency restrictions in media placement agreementsInfluencer obligationsIndemnity rights and obligations (risk shift provisions)IAPP Privacy credit for Privacy ProfessionalsCFE Field of Study: Fraud   Ashima Dayal (Panel Leader), Susan Rosenfeld, Michael SchifferThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis+Gilbert, Insights+Events, California’s New Laws Will Change the Way Marketers Engage Child Influencers (November 21, 2024)Ashima A. DayalPresentation Material‘Wait, What Did I Just Sign?’: Understanding Common Provisions in Marketing Services AgreementsAshima A. Dayal, Susan M. Rosenfeld, Michael Schiffer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438210 438210 98 G3107 1:05:13 https://www.pli.edu/programs/hot-topics-in-advertising-law/438204?tCode=WTC5_RSS01 Online and traditional advertising Information privacy (Cybersecurity and data protection) Taken from the Web Program Recorded June 3, 2025 in New YorkThe Kitchen Sink: Recurring Issues in Advertising Law [01:15:02]In every advertising lawyer’s practice, there are certain legal issues that crop up regularly. What are recent hot button issues that have been coming up lately, and what approach should be taken to manage them day-to-day? After completing this session, participants will be able to issue spot developing trends concerning:Children’s Online Privacy (COPPA) and advertising to childrenLoyalty programsCookies and evolving a dtech issuesGenerative AIIAPP Privacy credit for Privacy ProfessionalsCFE Field of Study: Fraud   Tsan Abrahamson, Ashima Dayal, Marc Roth, Randi SingerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis+Gilbert, Privacy Compliance Obligation to Grow More Complex (February 2025)Ashima A. DayalDavis+Gilbert, Insights+Events, SAG-AFTRA vs. AI: Protecting Performers in the Digital Age (November 22, 2024)Ashima A. DayalFederal Trade Commission, .com Disclosures: How to Make Effective Disclosures in Digital Advertising (March 2013)Tsan Abrahamson,Ashima A. Dayal,Marc Roth,Randi SingerPresentation MaterialThe Kitchen Sink: Recurring Issues in Advertising LawTsan Abrahamson, Ashima A. Dayal, Marc Roth, Randi W. Singer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438204 438204 98 G3107 1:15:44 https://www.pli.edu/programs/hot-topics-in-advertising-law/438201?tCode=WTC5_RSS01 Online and traditional advertising Ethical issues (Ethics and professional responsibility) Taken from the Web Program Recorded June 3, 2025 in New YorkEthics for Advertising Lawyers [01:02:09]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:Social Media Ethics Guidelines of the Commercial and Federal Litigation Section of the New York State Bar Association (June 20, 2019)Ashima A. Dayal,Paul R. TremblayNew York State Bar Association, Committee on Professional Ethics, Opinion 843 (September 10, 2010)Ashima A. Dayal,Paul R. TremblayEthics in AdvertisingAshima A. Dayal,Paul R. TremblayResource Page: Ethical Issues in AdvertisingAshima A. Dayal,Paul R. TremblayPresentation MaterialEthics in AdvertisingAshima A. Dayal, Paul R. Tremblay Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438201 438201 98 G3107 1:02:09 https://www.pli.edu/programs/hot-topics-in-advertising-law/438216?tCode=WTC5_RSS01 Online and traditional advertising Regulation, compliance, and enforcement (Communications and telecommunications) Taken from the Web Program Recorded June 3, 2025 in New YorkFTC and NAD Updates: Advertising Year in Review and Enforcement Priorities [01:07:22]This session will identify FTC and NAD priorities and areas advertisers should keep on their radars. Learn lessons from recent enforcements and disputes. After completing this session, participants will be able to:Outline the latest developments on advertising disputes at the NAD and NARBIdentify FTC consumer protection enforcement priorities in 2025Christine L. DeLorme, Sean MarshallThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis+Gilbert, Insights+Events, The FTC Finalizes Amendments to the COPPA Rule (January 24, 2025)Ashima A. DayalFederal Register, 16 CFR Part 312, Children’s Online Privacy Protection RuleChristine L. DeLormePresentation MaterialFTC Year in ReviewChristine L. DeLormeUpdates from BBB National Program’s National Advertising DivisionSean Marshall Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438216 438216 98 G3107 1:07:22 https://www.pli.edu/programs/hot-topics-in-advertising-law/438213?tCode=WTC5_RSS01 Online and traditional advertising Information privacy (Cybersecurity and data protection) Class actions Taken from the Web Program Recorded June 3, 2025 in New YorkClass Action Quicksand: Avoiding Common Traps for Advertisers [01:00:56]Despite marketers implementing best compliance strategies, lawsuits are bound to happen. In this session, attendees will hear from seasoned practitioners on how to plan for these situations, to minimize or avoid legal exposure, and how to handle them when they happen. After completing this session, participants will be able to develop strategies for mitigating the possibility of and harm from lawsuits in the following areas:Auto renewal offersSharing user video watching history (VPPA)Using chatbots safely and responsiblyCalling and texting (TCPA)Third party tracking through cookies and pixels (wire tapping statutes, CIPA)Biometric tracking (BIPA)IAPP Privacy credit for Privacy ProfessionalsCFE Field of Study: Fraud   Marc Roth (Panel Leader), Abbas Kazerounian, Holly Melton, Christine ReillyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Minute Order, Sanchez v. Cars.com Inc., No. 24STCV13201 (Cal. Super. Ct. 2025)Marc RothTentative Ruling, Aviles v. Liveramp, Inc., No. 24STCV19869 (Cal. Super. Ct. 2025)Marc RothPetition for a Writ of Certiorari, National Basketball Association v. Salazar, No. 24 -__ (2025)Marc RothDavis+Gilbert, Insights+Events, California’s Enhanced Automatic Renewal Law Is Signed into Law: Key Changes and Compliance Obligations (October 3, 2024)Ashima A. Dayal Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438213 438213 98 G3107 1:01:38 https://www.pli.edu/programs/hot-topics-in-advertising-law/438207?tCode=WTC5_RSS01 Online and traditional advertising Taken from the Web Program Recorded June 3, 2025 in New York“A Special Deal, Just For You!”: Price Claims in Advertising [01:02:01]The ability to advertise pricing has always been an important tool in the marketer’s toolbox. But there has been increasing focus on exactly what advertised prices include, how they compare to competitor’s prices, and who is able to take advantage of advertised prices.. After completing this session, participants will be able to understand:MSRP advertising (and anti-trust/price fixing concerns)List priceMinimum advertised price (mapping)Algorithmic pricingIndustry-specific issuesTsan Abrahamson (Panel Leader), Carrie Mahan, Jonathan Perkel, Randal ShaheenThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Federal Trade Commission, Press Release, FTC and DOJ File Statement of Interest in Hotel Room Algorithmic Price-Fixing Case (March 28, 2024)Tsan AbrahamsonStatement of Interest of the United States, Cornish-Adebiyi, et al. v. Caesars Entertainment, Inc., et al., Civil Action No. 1:23-cv-02536-KMW-EAP (D.N.J. 2024)Tsan AbrahamsonFederal Trade Commission, Press Release, FTC Sues PepsiCo for Rigging Soft Drink Competition (January 17, 2025)Tsan Abrahamson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438207 438207 98 G3107 1:02:01 https://www.pli.edu/programs/data-law/438139?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Taken from the Web Program Recorded June 2, 2025 in New YorkData: Laying the Groundwork [01:02:58]This session will review foundational data issues for lawyers. We will discuss key differences in the types of data, where it comes from and its growing role in the economy and society. We will consider how the lawyer’s role and responsibilities are changing too, and set the course for the day. After completing this session, participants will have a greater understanding of:Data Foundations – Definitions and taxonomy of different types of data and their legal and business significanceRole of lawyers – How the roles and responsibilities of lawyers are evolving as the uses and role of data changeStakeholders – Identifying the various stakeholders involved with data and understanding how they interact with the role of lawyersData Governance– Core elements of data governance, including policies, procedures, and frameworks for managing data effectively, and the legal and business issues to considerKaren E. Silverman (Panel Leader), Jenna FranklinPresentation MaterialData: Laying the GroundworkJenna Franklin, Karen E. SilvermanData: Laying the Groundwork, Excerpt from Global Data Regulations: Preparing for the Existing and Emerging Landscape (February 13, 2023)Karen E. Silverman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438139 438139 98 G4454 1:02:58 https://www.pli.edu/programs/data-law/438129?tCode=WTC5_RSS01 Data preservation and storage Data security Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Taken from the Web Program Recorded June 2, 2025 in New YorkData Expiry: Decommissioning, Divesting, and End of Life [01:02:11]This session will review legal issues related to what happens when data or a data-based product come to the end of life. How is this evaluated and effectuated? We will discuss whether and when data should be destroyed, and the practical implications for this, in business and the courts. After completing this session, participants will have a greater understanding of:Shelf Life - Understanding when data becomes obsoleteDeletion – Legal and practical considerations for permanently removing and destroying dataContainment – Strategies for securely containing data that is no longer in useKaren Silverman (Panel Leader), Amir R. Ghavi, William A. TanenbaumPresentation MaterialNational Institute of Standards and Technology, U.S. Department of Commerce, NIST Special Publication 80-88 Revision 1, Guidelines for Media Sanitization (December 2014)Data Expiry: Decommissioning, Divesting, and End of LifeAmir R. Ghavi, Karen E. Silverman, William A. Tanenbaum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438129 438129 98 G4454 1:02:11 https://www.pli.edu/programs/data-law/438131?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Cybersecurity and data protection) Cross-border data transfers Technology Artificial intelligence Taken from the Web Program Recorded June 2, 2025 in New YorkData in Motion: Moving and Tracing [00:59:55]This session will examine the legal, regulatory, and technical considerations involved in data transfers, ensuring compliance and security across jurisdictions. After completing this session, participants will gain a deeper understanding of:Data localization rules – Understanding jurisdictional requirements and restrictions on data storage and transferCross-border data transfers – Key frameworks (e.g., GDPR, SCCs, CBPRs) and compliance strategiesTransfer agreements and obligations – Structuring contracts to address liability, usage rights, and compliance requirementsData security in transit – Encryption, access controls, and cybersecurity best practices to protect data integrityData provenance and lineage – Tracing the origins, transformations, and ownership of data across systemsPrivacy-enhancing technologies (PETs) – Techniques such as differential privacy, federated learning, and homomorphic encryption to balance utility and complianceData access and controls – Implementing governance mechanisms to manage internal and third-party data sharingRegulatory and enforcement trends – Emerging laws and their implications for global data movementAlison Bain Lucey (Panel Leader), Lauren CoblePresentation MaterialData in Motion: Moving and TracingAlison Bain-Lucey, Lauren CobleNavigating the DOJ’s New Data Transfer Rule: What U.S. Companies Need to KnowLauren CobleData Privacy Framework RequirementsLauren Coble Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438131 438131 98 G4454 0:59:55 https://www.pli.edu/programs/data-law/438135?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing Technology Artificial intelligence Taken from the Web Program Recorded June 2, 2025 in New YorkData Transactions: Licensing, Commercializing and Leveraging Data in Corporate Transactions [01:04:03]This session will review the emerging legal issues in the “business of data” and how data is used in and enables business transactions, both as an asset outside of AI and as a part of AI. After completing this session, participants will have a greater understanding of:The AI Supply Chain – In AI, the data itself is the supply chainIn-Bound Data Licensing – Using “data control” vs. “data ownership” in licensing and how data licensing differs from technology licensing and IP licensing.Out-Bound Data Licensing – Using the Data Decisions Rights Model to license data while preserving the right to license the same data to different partiesCommercializing Data – Structuring agreements to monetize data and establish new business relationshipsM&A and Divestitures – Due diligence for data and structuring transactions to combine data and to separate data rights between parties.IP – Addressing IP in data transactions, including potential liability from disclosing trade secrets of a company’s customers subject to confidentiality obligationsWilliam A. Tanenbaum (Panel Leader), Amir R. Ghavi, Stanislav ZakharenkoPresentation MaterialData Transactions: Licensing, Commercializing and Leveraging Data in Corporate TransactionsAmir R. Ghavi, William A. Tanenbaum, Stanislav ZakharenkoLegal Issues for Data Professionals: A New Data Licensing ModelWilliam A. TanenbaumLegal Issues for Data Professionals: AI Creates Hidden Data and IP Legal ProblemsWilliam A. Tanenbaum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438135 438135 98 G4454 1:04:03 https://www.pli.edu/programs/data-law/438133?tCode=WTC5_RSS01 Data preservation and storage Data security Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology Artificial intelligence Taken from the Web Program Recorded June 2, 2025 in New YorkData at Rest: Storing and Securing [01:01:45]This session will review legal issues related to storing and securing data, including the complexities of data retention, storage solutions, and privacy concerns. After completing this session, participants will have a greater understanding of:Retaining - Best practices for data retention policies, including legal requirements and business considerationsStoring - Evaluating different storage solutions and the legal implicationsSecurity - Implementing security measures to protect dataPrivacy - Navigating privacy laws and regulations that impact data storageLiz Grennan (Panel Leader), Kevin B. Jordan, Alysha J. Sekhon, Peter ZipparoPresentation MaterialData at Rest: Storing and SecuringLiz Grennan, Kevin B. Jordan, Alysha J. Sekhon, Peter ZipparoNational Institute of Standards and Technology, U.S. Department of Commerce, Artificial Intelligence Risk Management Framework (AI RMF 1.0) (February 2023)Liz Grennan, Kevin B. Jordan, Alysha J. Sekhon, Peter Zipparo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438133 438133 98 G4454 1:02:27 https://www.pli.edu/programs/data-law/438137?tCode=WTC5_RSS01 Data gathering Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Taken from the Web Program Recorded June 2, 2025 in New YorkData Sourcing: Identifying and Qualifying [01:01:27]This session will examine the legal, ethical, and operational considerations in sourcing data. After completing this session, participants will gain a deeper understanding of:Identifying the right data – Defining the data you need and aligning it with business objectivesSourcing strategies – Internal vs. external data sources, including partnerships, vendors, and public data setsCollection best practices and associated risks – Ensuring compliance with applicable laws and industry standards, especially with regard to data privacy and fairnessConsents and permissions – Understanding contractual, regulatory, and ethical obligationsAssessing fitness for purpose – Ensuring sourced data meets business and compliance requirementsData quality and integrity – Evaluating accuracy, reliability, and bias risks in datasetsProvenance and chain of custody – Tracking data origins to ensure authenticity and complianceNegotiating data acquisition – Structuring agreements when purchasing or licensing dataRegulatory and cross-border considerations – Addressing jurisdictional challenges in data sourcingLiz Grennan (Panel Leader), Rebecca Cousin, JoAnn C. StonierPresentation MaterialData Sourcing: Identifying and QualifyingRebecca Cousin, Liz Grennan, JoAnn C. StonierSlaughter and May, PLI Data Law and AI Conference 2025, Briefing Pack on EU and UK Data SourcingRebecca CousinLegal Issues for Data Professionals: In AI, Data Itself Is the Supply Chain Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438137 438137 98 G4454 1:01:28 https://www.pli.edu/programs/doj-final-rule-on-u.s.-sensitive-personal-data-and-government-related-data-assessing-applicability-and-compliance-program-considerations/437158?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 (Technology) The Department of Justice’s new rule, which takes effect on April 8, 2025, is directly responsive to policymaker recognition that new technologies allow for the rapid processing and assessment of large data sets, and that bulk data processing of U.S. person and government-related data can manifest U.S. national security concerns of various stripes. While this Briefing will provide background on why the rule was established and what it requires, the Briefing will focus on how companies might approach building compliance programs responsive to the rule. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437158 437158 98 G5391 1:01:43 https://www.pli.edu/programs/the-attorneys-guide-to-high-stakes-listening/437026?tCode=WTC5_RSS01 Professional development Attorney-client relations Effective advocacy and negotiation require more than just persuasive arguments—they demand deep, active listening. This program explores how attorneys can enhance their legal practice by adopting listening techniques from professionals involved in high stakes situations: a retired FBI agent, an executive coach, and a clinical psychologist.Attorneys routinely operate in high-pressure environments, whether they are conducting depositions, negotiating settlements, interviewing witnesses, or advising clients. Mastering the cognitive and emotional components of active listening can strengthen attorney-client relationships, improve negotiation outcomes, and enhance trial advocacy. This session provides a comparative analysis of how professionals in law enforcement, coaching, and psychology leverage listening to build trust, uncover critical information, and navigate ethical dilemmas.Participants will gain insights into establishing rapport and eliciting information, as well as coaching strategies that foster self-awareness and accountability. The discussion will also address the ethical considerations unique to each profession and their relevance to the legal field.Why this topic is important for attorneys:Enhancing Client Representation: Strong listening skills enable attorneys to elicit more complete and accurate information from clients and witnesses, improving case strategy.Negotiation and Mediation: Listening techniques can help attorneys build rapport, detect deception, and influence outcomes in negotiations.Trial Advocacy: Effective listening techniques improve cross-examinations, witness examinations, and oral arguments by allowing attorneys to detect inconsistencies and respond strategically. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437026 437026 98 G5392 1:03:08 https://www.pli.edu/programs/the-art-of-the-saas-deal-legal-and-business-considerations-for-in-house-counsel/436962?tCode=WTC5_RSS01 Cybersecurity and data protection Regulation, compliance, and enforcement (Intellectual property) Technology Regulation, compliance, and enforcement (Technology) Software From human resources and payroll software, to video conferencing technologies, software-as-a-service (SaaS) licenses are core components of nearly every company’s business operations. This training is geared to in-house counsel who seek to improve their working knowledge of the SaaS ecosystem, learn which questions to ask to triage risk, and finesse their negotiation strategies when procuring enterprise-wide solutions. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436962 436962 98 G5431 1:03:03 https://www.pli.edu/programs/quantum-computing-closer-to-everyday-use/436919?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Quantum computing Regulation, compliance, and enforcement (Technology) Quantum computing is heralded as the next “great step forward” in computing. It has the potential to perform tasks that existing computers cannot do easily, such as simulating complex molecular structures important for design of new drugs and allowing vast numbers of potential solutions to be developed at once. Yet, as with any new technology, quantum computing can create problems, such as making existing cybersecurity measures obsolete and giving rise to environmental harms.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436919 436919 98 G5417 1:02:33 https://www.pli.edu/programs/copyright-law-workshop/437856?tCode=WTC5_RSS01 Intellectual property Copyright Copyright litigation Taken from the Web Program Recorded May 28, 2025 in San FranciscoManaging Copyright Complaints [01:09:34]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:Rounding Up Recent Copyright and AI Rulings (February–March 2025)Eric GoldmanPillsbury, Alert, Virginia Supreme Court Strengthens Protections Against Computer Crimes (December 12, 2024)Brian P. Collins,Ranjini AcharyaPresentation 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 437856 437856 98 G5386 1:09:34 https://www.pli.edu/programs/copyright-law-workshop/437853?tCode=WTC5_RSS01 Intellectual property Copyright Copyright litigation Taken from the Web Program Recorded May 28, 2025 in San FranciscoCalculating Damages in Copyright Disputes [01:03:42]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:Rounding Up Recent Copyright and AI Rulings (February–March 2025)Eric GoldmanVetter v. Resnik: A Copyright Termination Opinion That Knows No Boundaries (July 25, 2024)Rebecca Benyamin,Eric J. Schwartz,Eleanor M. LackmanPresentation 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 437853 437853 98 G5386 1:03:42 https://www.pli.edu/programs/copyright-law-workshop/437850?tCode=WTC5_RSS01 Intellectual property Copyright Copyright litigation Taken from the Web Program Recorded May 28, 2025 in San FranciscoCopyright Law Updates and Recent Developments [01:03:13]After completing this session, participants will be able to:Review agency and statutory updatesExamine recent case lawExplore current copyright and AI developmentsEric GoldmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Rounding Up Recent Copyright and AI Rulings (February–March 2025)Eric GoldmanVetter v. Resnik: A Copyright Termination Opinion That Knows No Boundaries (July 25, 2024)Rebecca Benyamin,Eric J. Schwartz,Eleanor M. LackmanPillsbury, Alert, Virginia Supreme Court Strengthens Protections Against Computer Crimes (December 12, 2024)Brian P. Collins,Ranjini AcharyaPresentation MaterialSegment PowerPoint: Copyright Law Updates and Recent DevelopmentsEric Goldman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437850 437850 98 G5386 1:03:55 https://www.pli.edu/programs/hot-topics-in-international-arbitration-and-strategic-transactions-recent-developments-and-key-trends-in-india/436708?tCode=WTC5_RSS01 Initial public offerings Capital markets Joint ventures (Corporate law) International law International arbitration In recent years, India, the world’s fifth largest economy, has become not only a hub for international arbitration, but also a leader in strategic transactions and in particular, joint ventures, strategic alliances and capital markets transactions. Notably, India was the world leader in initial public offering (“IPO”) volume in 2024. This one-hour briefing will explore recent developments and salient trends in India from both an international arbitration perspective as well as a strategic transactions perspective. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436708 436708 98 G5377 1:01:02 https://www.pli.edu/programs/gp-led-secondaries-navigating-a-rapidly-expanding-market/436662?tCode=WTC5_RSS01 Banking and finance Private equity Asset management Corporate law Securities and other financial products The secondary market has experienced unprecedented growth, with transaction volumes reaching record highs. In 2024, the market surged to approximately $162 billion, marking a 45% increase from the previous year and surpassing the 2021 record. Notably, GP-led transactions accounted for $75 billion of this total, reflecting a significant 68% increase in the year’s second half. This surge underscores the escalating importance of GP-led secondaries in private equity, offering both liquidity solutions and strategic asset management opportunities. As private equity firms face evolving market dynamics, understanding the intricacies of GP-led secondaries is essential for any professional working in the industry.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436662 436662 98 G5437 1:04:42 https://www.pli.edu/programs/connected-vehicles-rule-new-auto-industry-supply-chain-compliance-requirements-could-signal-more-icts-actions-under-trumps-america-first-policy/436656?tCode=WTC5_RSS01 International trade Regulation, compliance, and enforcement (International law) Technology Regulation, compliance, and enforcement (Technology) Software On March 17, 2025, the U.S. Department of Commerce’s “connected vehicles” rule took effect, capping a rulemaking cycle under the Information and Communications Technology and Services (“ICTS”) regulations intended to address national security risks related to automotive connectivity. Specifically, the rule—developed during the Biden Administration and issued in the administration’s closing days—imposes import bans on connected vehicle hardware and on automobiles incorporating connected software where the connected technology was supplied or developed by China-linked companies.The rule ushers in significant new compliance obligations for the auto industry, including a requirement for importers to submit to the U.S. Department of Commerce certificates of conformity that that carries with it potentially stiff penalties for the furnishing of erroneous information. This requirement seems poised to trigger due diligence practices that will cascade throughout the automotive supply chain, as carmakers seek assurances that their vehicles’ connected hardware and software are free of China linkages that would give rise to an import ban.Furthermore, it is important to consider the implementation of the “connected vehicles” rule in the broader context of the ICTS regime and the Trump Administration’s “America First” trade policy. Notably, President Trump’s “America First” trade policy memorandum specifically mentioned both the vehicles rule and the ICTS regulations as areas of national security focus for the administration and called for Commerce Department review of whether to expand the ICTS regulations to cover more connected products. This could signal a willingness for significant new actions in this area in the months and years ahead. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436656 436656 98 G5439 1:04:30 https://www.pli.edu/programs/fcpa-enforcement-pause-proceed-with-caution/436543?tCode=WTC5_RSS01 Money laundering Foreign corporations Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (International law) Recent actions by the Trump administration represent the most significant changes to enforcement of the Foreign Corrupt Practices Act (FCPA) in the last few decades. However, while the Trump Administration has “paused” FCPA enforcement, the FCPA itself is still in effect. What does this mean for companies operating internationally? And what are the practical effects of these changes for companies, especially amidst an international anti-corruption landscape that has evolved substantially beyond a sole focus on FCPA enforcement? There continue to be compelling reasons for companies to take appropriate steps to manage ongoing corruption and related risks, including the business benefits of strong compliance, the prospect of non-U.S. authorities moving to increase their enforcement activity, and a statute of limitations period that will run past the current administration. In addition, DOJ’s focus on enforcement targeting Cartels and Transnational Criminal Organizations (FTOs) poses new operational, legal, and compliance risks for corporations operating in Cartel and FTO-controlled areas. Certain matters resolved in the last few years are an important indication of the overlap between the FCPA and other regulatory regimes, including trade-related laws and regulations. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436543 436543 98 G5429 1:01:06 https://www.pli.edu/programs/culture-of-caring-cultivating-a-legal-environment-where-all-can-thrive/436350?tCode=WTC5_RSS01 Professional development Attorney-client relations Attorney wellness In today’s demanding legal environment, the well-being of our colleagues isn't just a personal matter; it directly affects team performance, client service, and the sustainability of legal organizations. This practical, skills-focused presentation empowers legal professionals to recognize when a colleague may be struggling and to respond with care, confidence, and competence.Participants will learn how to identify signs of distress, engage in supportive conversations, and offer meaningful help to colleagues in the legal profession without overstepping or becoming overwhelmed. Through actionable tools like the WALS Action Plan (Watch, Ask, Listen, Support), attendees will gain the awareness and language they need to contribute to a culture where people look out for one another and where everyone is better positioned to thrive. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436350 436350 98 G5438 1:01:55 https://www.pli.edu/programs/supreme-court--october-term-2024--another-blockbuster-year/436349?tCode=WTC5_RSS01 Constitutional law First Amendment Free press Freedom of religion Fourth Amendment The Trump administration is trying to repeal many Biden era rules and regulations. These shifts are being challenged in a Supreme Court that has dramatically changed many areas of constitutional law in the last few years. The docket for the October Term 2024 for the Supreme Court is once again filled with cases of great legal and social importance that will profoundly affect the lives of many people. Please join Dean Erwin Chemerinsky as he provides a review of the major cases this term, including those with implications for the culture wars; free speech; the power of federal administrative agencies and the nondelegation doctrine; the First Amendment's free exercise clause; Title VII of the Civil Rights Act of 1964; how to evaluate an excessive force claim under the Fourth Amendment; and which, if any, of the Supreme Court justices are likely to retire.Save the Date: Register for our in-person or live webcast program, 27th Annual Supreme Court Review: October 2024 Term, on August 6, to get an in-depth analysis of the Courts’ rulings. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436349 436349 98 G5418 1:02:54 https://www.pli.edu/programs/anti-money-laundering/437611?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Anti-money laundering Regulation, compliance, and enforcement (Securities and other financial products) Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 22, 2025 in New YorkRegulatory Developments in Anti-Money Laundering [01:18:26]FinCEN and the Federal functional bank regulators have issued a notice of proposed rulemaking (“NPRM”) to “modernize” Anti-Money Laundering/Countering the Financing of Terrorism (“AML/CFT”) compliance under the Bank Secrecy Act (“BSA”). Meanwhile, a new administration may bring a different perspective to AML/CFT compliance and examination. Topics discussed by the panel will include:Does the NPRM achieve the purposes of the AMLA? What does the NPRM change in the current program rules? What does it fail to address?What does it – or should it – mean to have an “effective” and “risk-based” AML/CFT compliance program?What should the government do to enhance feedback to financial institutions?How can technology and efforts at innovation be used best?What are the risks presented by third-party relationships and how can they be addressed? What are the limitations of outsourcing and offshoring?What is the legal status and possible future of the Corporate Transparency Act? What does this mean for the future of the CDD Rule?Peter D. Hardy (Panel Leader); Heather Trew, Daniel LorenzoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Memorandum from Heather Trew, ABA to Andrea Gacki, FinCEN, Re: Notice of Proposed Rulemaking on Anti-Money Laundering and Countering the Financing of Terrorism Programs, 89 Fed. Reg. 55428 (July 3, 2024); Docket Number FINCEN–2024–0013; RIN 1506-AB52 (September 3, 2024)Peter D. HardyStrengthening American Leadership in Digital Financial Technology, Executive Order No. 14178, 90 Fed. Reg. 8647, No. 20 (January 31, 2025)Peter D. HardyFinCEN Fact Sheet, Proposed Rule to Strengthen and Modernize Financial Institution AML/CFT Programs, No. FIN-2024-FCT1 (June 28, 2024)Peter D. HardyDepartment of the Treasury, Financial Crimes Enforcement Network, Beneficial Ownership Information Reporting Requirement Revision and Deadline Extension, 31 CFR Part 1010.380Peter D. HardyDepartment of the Treasury, Financial Crimes Enforcement Network, Anti-Money Laundering/Countering the Financing of Terrorism Program and Suspicious Activity Report Filing Requirements for Registered Investment Advisers and Exempt Reporting Advisers, 31 CFR Parts 1010 and 1032, 89 Fed. Reg. 72156, No. 171 (September 4, 2024)Peter D. HardyHolland & Knight, Corporate Transparency Act Interim Final Rule Issued (March 24, 2025)Peter D. HardyFederal Reserve System, Federal Deposit Insurance Corporation, Department of the Treasury, Office of the Comptroller of the Currency, Interagency Guidance on Third-Party Relationships: Risk Management, 88 Fed. Reg. 37920, No. 111 (June 9, 2023)Peter D. HardyLetter from Rodney E. Hood, OCC, Interpretive Letter 1183, OCC Letter Addressing Certain Crypto-Asset Activities (March 7, 2025)Peter D. HardyDepartment of the Treasury, Financial Crimes Enforcement Network, Anti-Money Laundering/Countering the Financing of Terrorism Program and Suspicious Activity Report Filing Requirements for Registered Investment Advisers and Exempt Reporting Advisers, 31 CFR Parts 1010 and 1032, 89 Fed. Reg. 72156, No. 171 (September 4, 2024)Peter D. HardyPresentation MaterialSegment PPT: Regulatory Developments in Anti-Money LaunderingPeter D. Hardy, Daniel M. Lorenzo, Heather Trew Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437611 437611 98 G3201 1:18:26 https://www.pli.edu/programs/anti-money-laundering/437608?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Anti-money laundering Regulation, compliance, and enforcement (Securities and other financial products) Digital assets Taken from the Web Program Recorded May 22, 2025 in New YorkRecent Trends in BSA and Digital Assets AML Enforcement: [01:16:39]The Department of Justice, FinCEN, and the Federal and state bank regulators continue to bring major money laundering cases against financial institutions, digital assets exchanges and service providers, and their related individuals. This panel will discuss:Enforcement actions against individuals: key cases and emerging trends. Enforcement actions against organizations: key cases and emerging trends. These actions’ implications for U.S. financial institutions and their AML programs, including risks and the red flags for potentially problematic customers and product types. Specific risks and guidance applicable when value is exchanged in the form of digital assets, including issues such as KYC, knowing your source of funds, and what responsibilities to monitor and trace digital assets, identify wrongdoers, and potentially re-screen transactions once new attributions have been made are expected of BSA financial institutionsElizabeth Boison (Panel Leader); Priya Roy, Alma M. AngottiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Federal Deposit Insurance Corporation, Notice of Assessment of Civil Money Penalty, Findings of Fact and Conclusions of Law, Order to Pay, and Prayer for Relief, In the Matter of CBW Bank, FDIC-22-0171kElizabeth S. BoisonBSA-AML Assessment ToolElizabeth S. BoisonThe Criminal Division’s Pilot Program on Voluntary Self-Disclosures for Individuals (April 15, 2024)Elizabeth S. BoisonDepartment of Justice Corporate Whistleblower Awards Pilot Program (August 1, 2024)Elizabeth S. BoisonConsent Order, In the Matter of: Bank of America, N.A., No. AA-ENF-2024-56 (OCC Dec. 23, 2024)Elizabeth S. BoisonConsent Order, In the Matter of: USAA Federal Savings Bank, No. AA-ENF-2024-96 (OCC Dec. 18, 2024)Elizabeth S. BoisonOffice of the Comptroller of the Currency, Enforcement Action TypesElizabeth S. BoisonConsent Order Imposing Civil Money Penalty, In the Matter of: Sahara Dunes Casino, LP, No. 2024-03 (FinCEN)Elizabeth S. BoisonUnited States v. TD Bank, N.A., Crim. No. 24-667 (D.N.J. 2024)Elizabeth S. BoisonPlea Agreement, United States v. TD Bank, N.A., No. 2:24-cr-00667-ES (October 10, 2024)Elizabeth S. BoisonSealed Indictment, United States v. Storm and Semenov, No. 23 Crim. 430 (S.D.N.Y. 2023)Elizabeth S. BoisonNotice of Charges for Orders of Prohibition and Orders to Cease and Desist and Notice of Assessments of a Civil Money Penalty, In the Matter of: Wells Fargo Bank, N.A. Respondents, Nos. A-EC-2019-82, AA-EC-2019-81, AA-EC-2019-70, AA-EC-2019-71, AA-EC-2019-72 (OCC 2020)Elizabeth S. BoisonPresentation MaterialSegment PPT: Recent Trends in BSA and Digital Assets AML EnforcementAlma M. Angotti, Elizabeth S. Boison, Priya Roy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437608 437608 98 G3201 1:16:39 https://www.pli.edu/programs/anti-money-laundering/437605?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Anti-money laundering Real estate Regulation, compliance, and enforcement (Real estate) Taken from the Web Program Recorded May 22, 2025 in New YorkSpecial Issues in AML: Real Estate and Investment Advisers [01:13:28]Residential Real Estate: New BSA Reporting RequirementsFinCEN has issued final regulations imposing a BSA reporting form – the “Real Estate Report” – which imposes a nation-wide reporting requirement for the details of residential real estate transactions in which the buyer is a covered entity or trust. The reporting requirements take effect on December 1, 2025. The discussion will include:What is the purpose of the regulations?What does the Report require, and who is responsible for compliance?What sorts of compliance challenges are presented by the Report?The person filing the Report may “reasonably rely” on information provided by others. What does that mean, in practice?Investment Advisers: New AML/CFT ObligationsFinCEN has issued final regulations for investment advisers, effective January 1, 2026. They will require investment advisers to develop and maintain AML/CFT compliance programs, file SARs and CTRs, implement special due diligence measures for correspondent and private banking accounts; and comply with other BSA obligations. The discussion will include:Investment advisers offer all sorts of different products and services, and have all sorts of different customers. Which ones present the greatest potential AML/CFT risks?What will make an “effective” AML/CFT compliance program for investment advisers?How might the SEC and FinCEN approach examination and enforcement?Peter D. Hardy (Panel Leader); Nia Duggins, Eric KringelThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Department of the Treasury, Financial Crimes Enforcement Network, Anti-Money Laundering/Countering the Financing of Terrorism Program and Suspicious Activity Report Filing Requirements for Registered Investment Advisers and Exempt Reporting Advisers, 31 CFR Parts 1010 and 1032, 89 Fed. Reg. 72156, No. 171 (September 4, 2024)Peter D. HardyNational Association of Realtors, Anti-Money Laundering Guidelines for Real Estate ProfessionalsPeter D. HardyDepartment of the Treasury, Financial Crimes Enforcement Network, Anti-Money Laundering Regulations for Residential Real Estate Transfers, 31 CFR Chapter X, 89 Fed. Reg. 70258, No. 168 (August 29, 2024)Peter D. HardyFact Sheet: FinCEN Issues Final Rule to Increase Transparency in Residential Real Estate Transfers (August 28, 2024)Peter D. HardyFinCEN, Real Estate Reports, Frequently Asked QuestionsPeter D. HardyFinCEN, Geographic Targeting Order Covering Title Insurance Company (October 16, 2024)Peter D. HardyU.S. Department of the Treasury, Office of Foreign Assets Control, Enforcement Release, Family International Realty LLC and Its Owner Settle with OFAC for $1,076,923 Related to Apparent Violations of Ukraine-/Russia-Related Sanctions (January 16, 2025)Peter D. HardyDepartment of the Treasury, Financial Crimes Enforcement Network, Agency Information Collection Activities; Proposed Collection; Comment Request; Real Estate Reports, 89 Fed. Reg. 89700, No. 219 (November 13, 2024)Peter D. HardyLetter from Karen L. Barr, IAA to Andrea M. Gacki, FinCEN, RE: Anti-Money Laundering, Counter-Terrorism Financing, and Customer Identification Programs for Investment Advisers (January 31, 2025)Peter D. HardyDepartment of the Treasury, Financial Crimes Enforcement Network, Anti-Money Laundering/Countering the Financing of Terrorism Program and Suspicious Activity Report Filing Requirements for Registered Investment Advisers and Exempt Reporting Advisers, 31 CFR Parts 1010 and 1032, 89 Fed. Reg. 72156, No. 171 (September 4, 2024)Peter D. HardyFact Sheet: FinCEN Issues Final Rule to Combat Illicit Finance and National Security Threats in the Investment Adviser Sector (August 28, 2024)Peter D. HardyDepartment of the Treasury, Financial Crimes Enforcement Network, Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers, 31 CFR Part 1032, 17 CFR Part 275, 89 Fed. Reg. 44571, No. 99 (May 21, 2024)Peter D. HardyU.S. Securities and Exchange Commission, Fact Sheet, Customer Identification ProgramsPeter D. HardyPresentation MaterialSegment PPT: Special Issues in AML: Real Estate and Investment AdvisersNia Duggins, Peter D. HardySegment PPT: Special Issues in AML: Real Estate and Investment AdvisersPeter D. Hardy, Eric Kringel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437605 437605 98 G3201 1:13:28 https://www.pli.edu/programs/ip-discussions---surveys/440952?tCode=WTC5_RSS01 Intellectual property Trademark litigation Patent litigation Trade secret dispute litigation Taken from the Web Program Recorded May 22, 2025 in New YorkIP Discussions – Surveys [01:02:03]After completing this program, viewers will be able to answer:What types of surveys may be used in intellectual property cases?How are surveys constructed to avoid flaws?When should surveys be used outside of the litigation context and how?Melanie Jennison, Dr. David Neal, Joshua L. Simmons, Randi W. SingerPresentation MaterialWritten Materials: IP Discussions with Joshua SimmonsMelanie Jennison, Dr. David Neal, Joshua L. Simmons, Randi W. Singer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440952 440952 98 G5491 1:02:03 https://www.pli.edu/programs/leveraged-financing/437417?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 21, 2025 in New YorkEthical Considerations in Leveraged Financings [00:58:50]Panelists will discuss ethical considerations in leveraged financings. After completing this program, participants will be able to:Use designations to avoid ethical pitfallsManage concurrent representations of the same clientManage concurrent representation of multiple clients in respect of the same transactionFulfill duties to former clientsDescribe the limits of client confidentialityConduct ethical negotiationsAvoid drafting errorsEsther E. Bloustein, Jeffrey E. RossThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York City Bar Association, Formal Opinion 2001-3: Limiting the Scope of an Attorney’s Representation to Avoid Client Conflicts (June 30, 2001)Jeffrey E. RossGlenn K. Jones and Jeffrey E. Ross, Ethical Considerations in Leveraged Financings (Substantive Outline) (March 2024)Jeffrey E. RossPresentation MaterialEthics and Risk Issues in Leveraged Financing TransactionsEsther E. Bloustein, Jeffrey E. Ross Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437417 437417 98 G3257 0:58:50 https://www.pli.edu/programs/leveraged-financing/437420?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 21, 2025 in New YorkDemystifying Financial Ratios and Definitions in Leveraged Financings [01:01:11]Panelists will discuss the fundamentals of financial ratios and definitions and key points of negotiation in leveraged financings. After completing this program, participants will be able to:Explain the building blocks of financial ratios and definitionsUnderstand various perspectives of parties on key points of controversy relating to financial covenants and definitionsVanessa L. Jackson, Jason Kyrwood, Ryan Rafferty, Jeffrey E. RossThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk & Wardwell LLP, Financial Definitions and Financial Covenants (May 2025)Jason Kyrwood,Vanessa L. JacksonPresentation MaterialFinancial Definitions and Financial CovenantsVanessa L. Jackson, Jason J. Kyrwood, Ryan T. Rafferty, Jeffrey E. Ross Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437420 437420 98 G3257 1:01:11 https://www.pli.edu/programs/leveraged-financing/437423?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 21, 2025 in New YorkLeveraged Financing in the Middle Market: How We Do Things Differently! [01:31:00]Panelists will discuss the key differences between large cap and middle market leveraged financings and trends they have seen in the middle market. After completing this program, participants will be able to:Recall the perspectives of a panel of experts on key issues in middle market lending and how they differ from large-cap financingsGive a practical description of how terms and participants have changed with market conditions, including the extent of convergence with large cap termsJennifer Daly, Viktor Okasmaa, Charles Stern The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk & Wardwell LLP, A View from the Middle Market: How We Do Things Differently! (March 14, 2025)Jason Kyrwood,Vanessa L. JacksonPresentation MaterialHow We Do Things Differently - Leveraged Finance in the Middle MarketJennifer Daly, Viktor Okasmaa, Charles Stern Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437423 437423 98 G3257 1:31:00 https://www.pli.edu/programs/leveraged-financing/437426?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 21, 2025 in New York2024-2025 Trends in Leveraged Financing Transactions: Large Cap [01:30:00]Panelists will discuss developments in acquisition leveraged financing. After completing this program, participants will be able to:Recall the perspectives of a panel of experts on recent trends in large cap leveraged finance transactionsGive a practical description of how terms and participants have changed with market conditionsStefanie Birkmann, Adam Dworkin, Melissa Hutson, Vanessa L. Jackson, Jeffrey E. Ross, Brian SteinhardtThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davis Polk & Wardwell LLP, Certain Areas of Focus and Common Trends in Large Cap Broadly Syndicated Loans (March 2025)Jason Kyrwood,Vanessa L. JacksonPresentation Material2024-2025 Trends in Leveraged Financing Transactions: Large CapStefanie Birkmann, Adam M. Dworkin, Melissa J. Hutson, Vanessa L. Jackson, Jeffrey E. Ross, Brian Steinhardt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437426 437426 98 G3257 1:30:00 https://www.pli.edu/programs/leveraged-financing/437429?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 21, 2025 in New YorkLeveraged Financing in 2025 [01:18:55]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 2024Discuss expectations for 2025Provide 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 transitionNicole Drapkin, Vanessa L. Jackson, Jin Lee, Jeffrey E. Ross, Tess VirmaniThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:LSTA, Market Advisory, Liability Management Transaction: Drafting Fixes (February 7, 2025)Tess VirmaniLSTA, Market Advisory, Outbound Investment Regulations (January 2, 2025)Tess VirmaniPresentation MaterialJPM Leveraged Finance Market UpdateJin LeePrivate Credit Markets in 2025Nicole DrapkinLeveraged Financing in 2025Tess Virmani Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437429 437429 98 G3257 1:18:55 https://www.pli.edu/programs/enforcement/437444?tCode=WTC5_RSS01 Derivatives Swap dealers Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded May 21, 2025 in New YorkSwaps and Derivatives and Market Enforcement: Trends and Lessons from the Past [01:00:36]After completing this session, participants will be able to:Assess new developments in swaps and derivatives law and regulationSummarize updates on enforcement trends: manipulation, fraud and false price reportingUnderstand civil and criminal exposure – industry-wise practices, how to prepare a defenseAnalyze foreign exchange swaps and derivativesDaniel Michael (Panel Leader); Joshua Brodsky, Andrew ThomasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Order Instituting Administrative and Cease-and-Desist Proceedings, Pursuant to Sections 203(e) and 203(k) of the Investment Advisers Act of 1940, Making Findings, and Imposing Remedial Sanctions and a Cease-and-Desist Order, In the Matter of Marathon Asset Management, L.P., Investment Advisers Act Release No. 6737, Admin Proc. File No. 3-22219 (September 30, 2024)Daniel MichaelPresentation MaterialSegment PPT: Swaps and Derivatives and Market Enforcement: Trends and Lessons from the PastJoshua I. Brodsky, Daniel Michael, Andrew Thomas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437444 437444 98 G3087 0:59:55 https://www.pli.edu/programs/enforcement/437435?tCode=WTC5_RSS01 Banking and finance Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (Corporate law) Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded May 21, 2025 in New YorkLegal and Policy Developments in Enforcement [00:57:59]After completing this session, participants will be able to:Understand the SEC’s stance toward crypto in the early days of the Trump AdministrationExplain differences between the Biden Administration’s and the Trump Administration’s enforcement priorities for securities violationsIdentify industries likely to face continued or increased antitrust enforcement effortsExplain the continuities and differences between the prior FTC’s antitrust focus and the current FTC’s.  Jeffrey R. Johnson (Panel Leader); Samuel J. Waldon, Charles DickinsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Jones Day, Insights, The Impact of a Second Trump Presidency on SEC Enforcement Priorities (January 6, 2025)Alex PotapovJones Day, Insights, President Trump Pauses DOJ FCPA Enforcement and Orders Preparation of New Enforcement Guidelines (February 12, 2025)Alex PotapovJones Day, Insights, SEC Signals It Will Abandon Defense of Climate Disclosure Rule (February 21, 2025)Alex PotapovPresentation MaterialSegment PPT: Legal and Policy Developments in EnforcementCharles Dickinson, Jeffrey R. Johnson, Samuel J. Waldon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437435 437435 98 G3087 0:58:41 https://www.pli.edu/programs/enforcement/437441?tCode=WTC5_RSS01 Cybersecurity and data protection Data breach Government investigations (Data breach) Data security regulators Regulation, compliance, and enforcement (Cybersecurity and data protection) Taken from the Web Program Recorded May 21, 2025 in New YorkThe Cybersecurity Landscape: Working with Law Enforcement [01:00:11]After completing this session, participants will be able to:Work with law enforcement before, during, and after a cybersecurity eventUnderstand whether companies are viewed as victims or violators?Assess disclosure, internal control and governance issuesUnderstand latest case and investigation developmentsA. Kristina Littman (Panel Leader); Dina McLeod, Justin S. Herring, Laura D'AllairdThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Opinion and Order, Securities and Exchange Commission v. SolarWinds Corp. & Timothy G. Brown, 23 Civ. 9518 (PAE) (S.D.N.Y. 2024)A. Kristina LittmanOrder 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 Avaya Holdings Corp., Securities Act Release No. 11320, Exchange Act Release No. 101398, Admin. Proc. File No. 3-22269 (October 22, 2024)A. Kristina LittmanOrder 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 Check Point Software Technologies Ltd., Securities Act Release No. 11321, Exchange Act Release No. 101399, Admin. Proc. File No. 3-22270 (October 22, 2024)A. Kristina LittmanAdam S. Aderton, et al., Wilkie Farr & Gallagher LLP, Client Alert, Court Dismisses SEC’s Novel Cybersecurity Claim Against SolarWinds (July 25, 2024)A. Kristina LittmanOrder 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 Mimecast Limited, Securities Act Release No. 11322, Exchange Act Release No. 101400, Admin. Proc. File No. 3-22271 (October 22, 2024)A. Kristina LittmanLaura E. Jehl, et al., Wilkie Farr & Gallagher LLP, Client Alert, The SEC Settles Enforcement Actions with Four Companies for Cyber Disclosure Failures (October 29, 2024)A. Kristina LittmanOrder 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 Unisys Corporation, Securities Act Release No. 11323, Exchange Act Release No. 101401, Admin. Proc. File No. 3-22272 (October 22, 2024))A. Kristina LittmanPresentation MaterialSegment PPT: The Cybersecurity Landscape: Working with Law EnforcementLaura D'Allaird, Justin Shibayama Herring, A. Kristina Littman, Dina McLeod Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437441 437441 98 G3087 1:00:53 https://www.pli.edu/programs/enforcement/437432?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Attorney-client privilege Confidentiality (Ethics and professional responsibility) Ethical issues (Ethics and professional responsibility) Taken from the Web Program Recorded May 21, 2025 in New YorkEthical Issues that Arise When Working with Government Agencies [00:59:28]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.Aaron W. Lipson (Panel Leader); Richard K. Hayes, David Pitluck, Tejal Shah, James G. SheehanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Opinion and Order, United States v. Tournant, No. 22-CR-276-LTS (S.D.N.Y. 2023)Sarah L. LevinePresentation MaterialSegment PPT: Ethical Issues that Arise When Working with Government AgenciesRichard K. Hayes, Aaron W. Lipson, David C. Pitluck, Tejal Shah, James G. Sheehan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437432 437432 98 G3087 0:59:28 https://www.pli.edu/programs/enforcement/437438?tCode=WTC5_RSS01 Information technology (Financial services) Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 21, 2025 in New YorkCryptocurrencies: The Good, the Bad, and the Ugly [00:59:59]After completing this session, participants will be able to:Recite Overview of guidance from government regulatorsAssess positive innovations affecting the industryUnderstand no-action letters, regulatory sandboxes, and other tools available for innovationAssess collaboration between government and industryAnalyze government enforcement actions related to cryptocurrenciesRecall agency prioritiesFiona Moran (Panel Leader); Douglas K. Yatter, Jane Khodarkovsky, Ladan F. Stewart, Matthew C. Soloman, Nicholas AxelrodThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Robert A. Cohen, CoinDesk, Opinion, The Future of Crypto Enforcement in the U.S. (February 26, 2025)Fiona MoranJoint Motion to Stay, Securities and Exchange Commission v. Binance Holdings Ltd., et al., No. 1:23-cv-01599-ABJ-ZMF (D.D.C. 2025)Fiona MoranU.S. Securities and Exchange Commission, Statement, Commissioner Hester M. Pierce, The Journey Begins (February 4, 2025)Fiona MoranU.S. Securities and Exchange Commission, Statement, Commissioner Hester M. Pierce, There Must Be Some Way Out of Here (February 21, 2025)Fiona MoranU.S. Securities and Exchange Commission, Statement, Division of Corporation Finance, Staff Statement on Meme Coins (February 27, 2025)Fiona MoranJoint Stipulation to Dismiss, and Releases, Securities and Exchange Commission v. Coinbase, Inc. and Coinbase Global, Inc., No. 1:23-cv-04738-KPF (S.D.N.Y. 2025)Fiona MoranPresentation MaterialSegment PPT: Cryptocurrencies: The Good, the Bad, and the UglyNick Axelrod, Jane Khodarkovsky, Fiona Moran, Matthew C. Solomon, Ladan Stewart, Douglas K. Yatter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437438 437438 98 G3087 1:00:41 https://www.pli.edu/programs/global-ip-spotlight--patents/440811?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Patents Standard essential patents Regulation, compliance, and enforcement (Life sciences) Taken from the Web Program Recorded May 20, 2025 in New YorkGlobal IP Spotlight - Patents [01:09:15]After completing this program, participants will be able to review and address:WIPO and PatentsWIPO’s SEP StrategyState of play in the Standing Committee on the Law of PatentsHow WIPO works with Member States on patent legislationCombating Counterfeit and Knockoff Patented Products on E-Commerce PlatformsLegal and regulatory measures to address the sale of counterfeit goods onlinePlatform liability, enforcement strategies, and international cooperationPotential policy or legislative approaches to strengthening anti-counterfeiting effortsStandard-Essential Patents (SEPs) and PharmaStandard-Essential Patent (SEP) Assertion Campaigns and Jurisdictional RolesThe evolving global landscape for SEP enforcementCase study: Colombia’s role in Ericsson’s campaigns against Apple and LenovoComparative insights on how jurisdictions can influence global SEP strategiesCompulsory Licensing in the Pharmaceutical SectorLegal framework and recent developments in compulsory licensingCase study: Colombia’s recent action involving ViiV (GSK, Pfizer, Shionogi)Broader implications for innovation, access to medicines, and international tradeEuropean Perspectives on Patent LitigationExtraterritorial and Cross-Border Relief in European Patent LitigationScope of cross-border relief after BSH v. ElectroluxEarly decisions of the UPC involving “foreign” patents and future directionsCross-border implications in FRAND cases, including AA/ASIs, global licenses, and interim licensesPreliminary Injunctions at the UPC: Current state of play and likely trends moving forwardFuture of National Patent Litigation in Europe: Will the UPC become the dominant venue, or will national systems retain relevance?Patenting AI-Related Inventions in the United StatesOverview of challenges in obtaining patent protection for AI innovationsAnalysis of the USPTO’s Subject Matter Eligibility Guidance on Patenting AI (July 2024)Implications for practitioners and applicants navigating the evolving legal frameworkCross-Border Discovery and Parallel ProceedingsLimitations on discovery in civil law jurisdictions, including the implications of China’s blocking statuteHow parties can effectively navigate and coordinate parallel proceedings across different jurisdictionsThomas J. Burton, Andras Jokuti, Adam G. Kelly, Xinlin Li Morrow, Carlos R. Olarte, David Por Presentation MaterialDiplomatic Conference on Genetic Resources and Associated Traditional Knowledge (May 2024)Andras JokutiGetting the Innovation Ecosystem Ready for AI: An IP Policy ToolkitAndras Jokuti Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440811 440811 98 G5488 1:09:15 https://www.pli.edu/programs/build-the-wall-street-financial-market-regulation-under-trump-2.0/436278?tCode=WTC5_RSS01 Financial markets Regulation, compliance, and enforcement (Banking and finance) Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Regulation, compliance, and enforcement (Technology) The Trump Administration has already enacted significant changes to financial market oversight, including the approach to regulation and enforcement. Agencies like the SEC and CFTC have also emphasized deregulation in order to drive capital formation, although both face the challenge of balancing these rollbacks with the obligation to protect markets and investors. The prudential regulators have modified their regulatory philosophies and the CFPB is a very different agency less than five months after the inauguration. In Congress, the GOP majority is working to implement the President’s agenda, to reduce regulations, promote innovation and provide legal and regulatory clarity for the digital asset industry.During this discussion, faculty will focus on (1) the Trump Administration’s financial regulatory policy agenda, including rollbacks in regulation and personnel; (2) the financial regulatory agencies, as well as FSOC, including how they will impact financial institutions, capital markets, and digital assets; and (3) the ongoing necessity to implement policies and procedures to guard against risks to ensure that financial market participants are protected.   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436278 436278 98 G5420 1:03:14 https://www.pli.edu/programs/being-all-that-you-can-be---select-legal-ethics-best-practices-for-attorneys-in-a-changing-world/441659?tCode=WTC5_RSS01 Internal investigations (Corporate law) Law practice management Taken from the Web Program Recorded May 19, 2025 in New YorkBeing All That You Can Be - Select Legal Best Practices for Attorneys in a Changing World [01:45:12]The program is designed to help attendees be able to:Apply attorney best practices in a technological worldApply attorney best practices in highly charged conflict-laden situations, such as those involving internal investigations of executivesAvoid traps for attorneys as they navigate or manage their practices, whether large, medium or smallReview and assess attorney conduct in light of current events and evolving perspectivesSara N. Holden, Andrew L. Oringer, James D. WingPresentation MaterialAmerican Bar Association Formal Opinion 514 - A Lawyer’s Obligations When Advising an Organization About Conduct that May Create Legal Risks for the Organization’s ConstituentsAndrew L. OringerPowerPoint: Being All That You Can Be – Select Best Practices for Attorneys in a Changing WorldSara N. Holden, Andrew L. Oringer, James D WingPractical Law Journal, Best Practices in Legal PracticeAndrew L. OringerWagner Ethics Attorney a Primary Draftsperson of High-Profile ?Professionalism ReportAndrew L. Oringer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 441659 441659 98 G5484 1:45:12 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/437353?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 19 - 20, 2025 in New YorkThe Enforcers: What Privacy and Data Security Regulators Want You to Know [01:15:15]Regulators – from the Federal Trade Commission (FTC) to State Attorneys General (AGs) – are acting as change agents in protecting consumer privacy and security in an economy driven by data and technology. After completing this session, participants will be able to:Apply lessons learned from the latest federal and state enforcement actionsIdentify the hottest trends in enforcementRecognize how enforcers work together to protect consumers and what that means for companiesEmploy practical and strategic approaches to avoid enforcer scrutinyJordan S. Adler, Laura D'Allaird, John Neumon,The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Christine E. Lyon and Christine Chong, Freshfields, FTC and State Attorneys General Poised for Strengthened Action on Biometric PrivacyChristine E. LyonChristine E. Lyon, Nina Frant, Christine Chong and Jackson Myers, Freshfields, California Expands Its Data Broker Rules in the B2C Context: Unpacking California’s New Delete Act RegulationsChristine E. LyonChristine E. Lyon, Beth George, Megan Kayo, Nina Frant, Sean Quinn, Christine Chong and Madeline Cimino, Freshfields, More California Privacy Rules: California Agency Issues Proposed Regulations on Automated Decisionmaking, Cybersecurity Audits, and Risk AssessmentsChristine E. LyonRachael Annear, Robert Barton, Richard Bird, Davide Borelli, Mark Egeler, Nina Frant, Daniel Gold, Cat Greenwood-Smith, Tim Howard, Sam Kloosterboer, Joseph Mason and Giles Pratt, Freshfields, Tougher Enforcement Is Reshaping Data and Privacy ComplianceChristine E. LyonThe Enforcers: What Privacy and Data Security Regulators Want You to Know (June 9, 2025)Ruth Hill Bro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437353 437353 98 G3108 1:15:15 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/437347?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 19 - 20, 2025 in New YorkManaging Privacy and Security Developments in the Rest of the World [01:00:34]This panel will survey key trends in the development and expansion of privacy laws around the world, beyond the EU/UK and US, 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, Adam Kardash, Brandon Kerstens, Thiago Luis SombraThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Richard Bird and Cedric Lindenmann, Freshfields, EU AI Act Unpacked: The Spillover Effect in Asia: Part 1, Binding AI Regulation in AsiaChristine E. LyonRichard Bird and Cedric Lindenmann, Freshfields, EU AI Act Unpacked: The Spillover Effect in Asia: Part 2, Guidelines and Self-Regulation for AI in AsiaChristine E. LyonRichard Bird, Fan Li and Leslie Xu, Freshfields, Divergent Approaches to the Categorisation of ‘Important Data’ in ChinaChristine E. LyonRichard Bird, Harshavardhan Ganesan and Fan Li, Freshfields, Asia’s Privacy Laws Are MaturingChristine E. LyonRichard Bird and Harshavardhan Ganesan, Freshfields, Draft Implementation Rules Issued for Indian Digital Personal Data Protection ActChristine E. LyonRachael Annear, Richard Bird, Madeline Cimino, Tochukwu Egenti, Fan Li, Madeline Cimino, Christine E. Lyon, Philipp Roos, Christoph Werkmeister and Yvonne Wolski, Freshfields, International Data Transfers Are Under the SpotlightChristine E. LyonRachael Annear, Richard Bird, Gernot Fritz, Rixa Kuhmann, Janet Kim, Laura Knoke, Tristan Lockwood, Christina Moellnitz, Sean Quinn and Lutz Riede, Freshfields, New Global Regulations Are Changing Our Digital OperationsChristine E. LyonDevelopments in the Asian Privacy Landscape (February 24, 2025)Sheena Jacob Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437347 437347 98 G3108 1:00:34 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/437350?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 19 - 20, 2025 in New YorkEU and UK Privacy Developments: New Directions and New Challenges [01:03:22]This panel will highlight recent data protection developments in the EU and UK, including with respect to cross-border data transfers, the European Strategy for Data, and areas of divergence between EU and UK data protection regimes. After completing this session, participants will be able to:Explain the latest developments in connection with the EU-US Data Privacy FrameworkUnderstand the current status of the draft ePrivacy regulationAssess the implications of the European Strategy for Data for global businessesDiscuss whether the UK will really take a different direction on data protectionBojana Bellamy, Hannah Crowther, Cecilia Álvarez Rigaudias,The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Dr. Stefan Brink, Strategic Considerations on the Future of European Data Protection Supervision (January 2025)Cecilia Álvarez RigaudiasFrom Barriers to Bridges: Cloud Computing in Support of Privacy and Security (September 2024)Bojana BellamyThe GDPR’s First Six Years: Positive Impacts, Remaining Implementation Challenges, and Recommendations for Improvement (May 2024)Bojana BellamyThe Limitations of Consent as a Legal Basis for Data Processing in the Digital Society (December 2024)Bojana BellamyApplying Data Protection Principles to Generative AI: Practical Approaches for Organizations and Regulators (December 2024)Bojana BellamyEU and UK Privacy Developments: New Directions and New Challenges (February 21, 2025)Kelly Hagedorn,Paul LanoisBristows LLP, Data Protection Update 2025Mark WattsPanoramic Data Protection & Privacy 2025 (July 3, 2024)Aaron P. Simpson,Lisa J. SottoPresentation MaterialEU and UK Privacy Developments: New Directions and New ChallengesCecilia Álvarez Rigaudias, Bojana Bellamy, Hannah Crowther Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437350 437350 98 G3108 1:03:22 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/437332?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 19 - 20, 2025 in New YorkStrange New World? Ethical Issues for Privacy and Data Security Professionals [01:00:14]Over two years after generative AI landed in our midst, lawyers still wonder how to incorporate it and other technologies into their practices while complying with ethics requirements. In what sometimes feels like a strange new world, privacy and data security lawyers are on a quest for answers to the ethical questions explored by this panel. After completing this session, participants will be able to:Understand lawyers’ ethical obligations to keep up with technological advancementsAnalyze the ethics of incident response: data breaches and cybersecurity incidentsDiscuss obligations to protect data imposed not just by statute and the organization’s own promises, but also by the rules of professional responsibilityErin Hendrix, Camila Tobón, Seth TrembleThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Bar Opinions on Artificial Intelligence (February 1, 2025)Erin Hendrix,Seth Tremble,Camila 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 StrategiesLucian T. PeraPrudently Training AI on Client Confidential Information, Law Practice Magazine, The Marketing Issue (March 1, 2024)Lucian T. PeraLowering UPL Risk for Nonlawyer Legal Help, Law Practice Magazine, The Big Ideas Issue (July 1, 2024)Lucian T. PeraCurrent AI Ethics Opinions and Other Authorities (February 23, 2025)Merri A. Baldwin,Lucian T. PeraPresentation MaterialStrange New World? Ethical Issues for Privacy and Data Security ProfessionalsErin Hendrix, Camila Tobón, Seth Tremble Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437332 437332 98 G3108 1:00:14 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/437329?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 19 - 20, 2025 in New YorkCPOs and CISOs: A Discussion with Those on the Front Line [01:00:55]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, Lauren Heyndrickx, Sue VinciThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Beth George, Giles Pratt and Lutz Riede, Freshfields, AI Regulation Is Evolving Globally and Businesses Need to Keep Up (December 10, 2024)Christine E. LyonRachael Annear, Richard Bird, Brock Dahl, Theresa Ehlen, Beth George, Giles Pratt, Lutz Riede, Adam Gillert, Julia Utzerath and Björn Lambrenos, Freshfields, Using Artificial Intelligence: The Top Actions General Counsel Should TakeChristine E. LyonBeth George, Christine E. Lyon, Pamela Marcogliese, Elizabeth Bieber, Nomi Conway and Rachel Johnson, Freshfields, Data in the Driver’s Seat: What Boards Need to Know About Data GovernanceChristine E. LyonHunton, Privacy & Information Security Law Blog, Global Privacy and Cybersecurity Law Updates and Analysis (February 13, 2025)Aaron P. Simpson,Lisa J. Sotto Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437329 437329 98 G3108 1:00:55 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/437341?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 19 - 20, 2025 in New YorkTrial by Fire: The Latest Privacy and Data Security Litigation [01:02:52]This panel will discuss the evolving privacy and data security litigation 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 litigationDouglas H. Meal, Alan Charles Raul The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Misinterpreting Section 5(N) of the FTC Act: A Critique of the District Court’s Ruling in FTC v. KOCHAVA, Journal of Law & Commerce, Vol. 43, No. 1 (2024)Douglas H. MealColleen Theresa Brown, Benjamin M. Mundel, Lauren Freeman, Garrett Lance and Christina Koenig, Sidley DataMatters Blog, Rising AI Enforcement: Insights from State Attorney General Settlement and U.S. FTC Sweep for Risk Management and Governance (December 10, 2024)Alan Charles RaulAlan Charles Raul and Garrett Lance, How to Mitigate Evolving Litigation Risk in Privacy and Data Security: Lessons Learned from the Trenches (March 4, 2025) (PowerPoint slides)Alan Charles RaulLitigation Risks and Compliance Obligations Under the California Privacy Rights Act, Excerpted from Section 26.13A (2022)Ian C. BallonDefending Data Privacy Class Action Litigation, Excerpted from Section 26.15 (2022)Ian C. BallonDefending Cybersecurity Breach Class Action Litigation, Excerpted from Section 27.07 (Updated 2022)Ian C. BallonMcDermott Will & Emery LLP, Mapping Consumer Privacy (Updated October 31, 2024)David SaundersPresentation MaterialTrial by Fire: The Latest Privacy and Data Security LitigationDouglas H. Meal, Alan Charles Raul Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437341 437341 98 G3108 1:02:52 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/437356?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 19 - 20, 2025 in New YorkThe Rest of the Story: US Privacy and Security Law Developments Beyond Comprehensive State Privacy Laws [01:02:49]Beyond comprehensive state privacy laws, there are numerous other privacy and data security legal developments at the local, state, and federal levels. This session will provide information on the myriad US requirements. After completing this session, participants will be able to: Describe new developments and trends in state privacy lawsCompare data security law regimes and consider trendsAddress proposals and prospects for federal privacy legislationConsider 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:Perkins Coie LLP, California Announces Sweep on Streaming Services and More Enforcement to Come (February 1, 2024)James G. SnellPerkins Coie LLP, CCPA Enforcement Surprise: Regulations Effective Immediately (February 26, 2024)James G. SnellPerkins Coie LLP, CPPA Board Updates Timing for Regulations, and Enforcement Division Releases Enforcement Advisory: Focus on Data Minimization! (April 10, 2024)James G. SnellPerkins Coie LLP, California Attorney General Announces Children’s Privacy Settlement with Mobile Game (June 27, 2024)James G. SnellPerkins Coie LLP, A Midsummer State Privacy Law Update (July 9, 2024)James G. SnellPerkins Coie LLP, CPPA Regulatory Delays and Enforcement Updates: Takeaways from July Board Meeting (July 25, 2024)James G. SnellPerkins Coie LLP, California Governor Signs a Raft of AI and Privacy Bills (November 6, 2024)James G. SnellPerkins Coie LLP, Fasten Your Seatbelts: CPPA Proposes Rules on Automated Decision-Making and Cybersecurity Audits and Finalizes Data Broker Regulations (November 26, 2024)James G. SnellPerkins Coie LLP, Privacy Law Recap 2024: State Consumer Privacy Laws (December 17, 2024)James G. SnellPerkins Coie LLP, Privacy Law Recap 2024: Regulatory Enforcement (December 20, 2024)James G. SnellPerkins Coie LLP, Privacy Law Recap 2024: Class Actions and Mass Arbitrations (January 23, 2025)James G. SnellHunton, CA Governor’s Veto of AI Safety Bill: Where Does U.S. AI Regulation Go from Here? (Fall 2024)Aaron P. Simpson,Lisa J. SottoPresentation MaterialThe Rest of the Story: US Privacy and Security Law Developments Beyond Comprehensive State Privacy LawsMelissa Parisi, Aaron P. Simpson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437356 437356 98 G3108 1:02:49 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/437362?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 19 - 20, 2025 in New YorkIt’s All Connected: The Latest Technology Developments Driving Privacy and Security Legal Issues [00:57:12]Privacy and security stakes are high in a 24/7 connected world. Virtually all industries, products, services, workplaces, supply chains, and more are being transformed by continually evolving and emerging digital technologies. Artificial intelligence (including generative AI), machine learning, the Internet of Things, virtual and augmented reality, autonomous vehicles, and biometric technologies are fueled by massive amounts of data, raising complex privacy and security issues. After completing this session, participants will be able to:Identify how the latest digital technologies not only threaten but also protect privacy and securityUnderstand how data protection laws in the US and globally (including the EU) already govern these technologiesEvaluate best practices for collecting and securing massive sets of personal data, including for training AI/machine-learning modelsAlejandro Mosquera, Michael H. Rubin, Daniel Sandholdt, Emilia Sherifova, The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Rachael Annear, Zofia Aszendorf, Georgina Bayly, Richard Bird, Theresa Ehlen, Beth George, Adam Gillert, Catherine Greenwood-Smith, Giles Pratt and Lutz Riede, Freshfields, AI Governance Takes Center StageChristine E. LyonRikki Haria, Theresa Ehlen, Christine E. Lyon, Jeanne Queneudec, Edward Dean, Christine Chong and Laura Llangozi, Freshfields, Building Your Company’s AI Governance FrameworkChristine E. LyonBeth George, Janet Kim, Sean Quinn, Madeline Cimino and Christine Chong, Freshfields, California’s Legislative Push on AI: A Wave of New Obligations and ProhibitionsChristine E. LyonDeveloping Policy for Novel AI ProblemsTheodore F. Claypoole Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437362 437362 98 G3108 0:57:54 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/437344?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 19 - 20, 2025 in New YorkCybersecurity: How to Manage a Global Data Breach [01:17:32]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 issuesSteven Grossman, Lisa J. Sotto, Ed Trissel, David WongThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kimberly Kiefer Peretti, Lance Taubin and Colton Jackson, AI vs. AI: Recent Developments in the Cyber Landscape (October 1, 2024)Kimberly Kiefer PerettiKimberly Kiefer Peretti, Kate Hanniford, Ashley Miller, Lance Taubin and Colton Jackson, NYDFS Issues Guidance on Artificial-Intelligence-Related Cybersecurity Risks (October 24, 2024)Kimberly Kiefer PerettiKimberly Kiefer Peretti and Alysa Austin, New York Amends Data Breach Notification Law with Immediate Implications (January 6, 2025)Kimberly Kiefer PerettiPresentation MaterialCybersecurity: How to Manage a Global Data BreachSteven Grossman, Lisa J. Sotto, Ed Trissel, David Wong Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437344 437344 98 G3108 1:17:32 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/437338?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 19 - 20, 2025 in New YorkPrivacy and Cybersecurity: Governance, Oversight, and Risk Management [00:59:18]This panel will highlight 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 transactionsJason Albert, Matt Goldberg, Teena Lee, Miriam H. WugmeisterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kimberly Kiefer Peretti, Cara Peterman and Lance Taubin, Board Oversight and Cyber Breach Response: What Involvement Strikes the Right Balance? (April 9, 2024)Kimberly Kiefer PerettiMiriam H. Wugmeister, Whitney Lee and Katherine Wang, Morrison & Foerster LLP, Privacy and Cybersecurity: Governance, Oversight, and Third-Party Risk (February 24, 2025)Miriam H. Wugmeister Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437338 437338 98 G3108 0:59:18 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/437335?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 19 - 20, 2025 in New YorkThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision Making [01:01:17]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 workplaceMargaret A. Keane, Cheryl D. OrrThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Illinois Artificial Intelligence Law Requires Employee Notice, Affirms Existing Employer Nondiscrimination DutiesPeter J. GillespieGunderson Dettmer, Client Insight: Legislating the Future of AI in Employment: NYC’s Law on Automated Decision Tools & Other Important Developments (July 26, 2023)Natalie A. PierceGunderson Dettmer, Client Insight: Artificial Intelligence Insights the Current Regulatory Landscape (October 29, 2024)Natalie A. PierceGunderson Dettmer, Client Insight: Demystifying the EU AI Act (November 12, 2024)Natalie A. PierceSample Generative AI Chatbot Usage PolicyNatalie A. PierceSample Generative AI Risk Assessment and Management ChecklistNatalie A. PiercePresentation MaterialThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision MakingMargaret A. Keane, Cheryl D. Orr Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437335 437335 98 G3108 1:01:59 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/437359?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 19 - 20, 2025 in New YorkCounting and Taking Account of US Comprehensive State Privacy Laws [00:58:53]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 programJoshua Chowdhury, Aurie M. Escobar Ramsey The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Elizabeth H. Canter, Bolatito Adetula and Jacob Smith, Emerging State Privacy Laws are Increasing Complexity for U.S. BusinessesJacob Smith,Elizabeth H. CanterPresentation MaterialCounting and Taking Account of US Comprehensive State Privacy LawsJoshua Chowdhury, Aurie M. Escobar Ramsey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437359 437359 98 G3108 0:59:35 https://www.pli.edu/programs/hot-topics-in-ai--attorneys-general-weigh-in-on-ai/436238?tCode=WTC5_RSS01 Cybersecurity and data protection Regulation, compliance, and enforcement (Cybersecurity and data protection) Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) During the last few months of 2024, the State Attorney General of Oregon released guidance on how the state’s laws impact the private business use of AI, entitled “What you should know about how Oregon’s laws may affect your company’s use of Artificial Intelligence.” This document notes, significantly, that while there may not yet be AI-specific regulation, there is a variety of legislation that can be applied to the use of AI – and, most importantly, legal obligations exist related to company implementation of AI. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436238 436238 98 G5372 1:02:07 https://www.pli.edu/programs/diagnosing-the-disease-regulation-of-ldts-and-ivds/436201?tCode=WTC5_RSS01 Health care Regulation, compliance, and enforcement (Health care) Life sciences Medical devices Regulation, compliance, and enforcement (Life sciences) This program will provide the background and evolution of FDA’s regulation of laboratory developed tests (LDTs) and in vitro diagnostics (IVDs). It will cover FDA’s efforts to regulate LDTs, including a white paper published in early 2017 and a rule issued in May 2024. The session will close with a discussion of the impact of the change in presidential administration and in the consolidated cases: American Clinical Laboratory Association v. FDA and Association for Molecular Pathology v. FDA. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436201 436201 98 G5436 1:01:41 https://www.pli.edu/programs/eu-and-u.s.-approaches-to-artificial-intelligence-risk/435828?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Cybersecurity and data protection) International law Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Artificial Intelligence (AI) presents opportunities for companies but also creates unprecedented risks. Recognizing this dynamic, the European Union (EU) and the U.S. Government have sought to direct companies’ approach to AI. The EU AI Act, which entered into law on August 1, 2024, primarily applies to providers (i.e., developers) of AI systems but also creates obligations for companies that deploy an AI system in a professional capacity. The EU AI Act prohibits AI systems that pose an “unacceptable risk” and establishes regulatory requirements for “high-risk” AI systems. Other countries, such as the UK, are pursuing a sector-based approach to regulating AI. In the United States, the Department of Justice, on September 23, 2024, released an updated version of its guidance to prosecutors on the Evaluation of Corporate Compliance Programs (ECCP) to include AI and other emerging technologies. The revisions address consideration of AI in risk assessments, risk management, and policies and procedures. In addition to risks posed by AI, the DOJ also added language questioning whether compliance personnel have access to the same or similar technological resources (such as AI) as the core business teams, suggesting the DOJ recognizes the benefits AI and other technologies can bring to a compliance function.    Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435828 435828 98 G5378 1:03:37 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/437068?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 14 - 15, 2025 in New YorkNotes to the Financial Statement [01:14:25]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 diligenceJimmy Fokas, Mark J. Gerber, Kurt KolakauskasThe 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 MaterialSegment PowerPoint: Notes to the Financial StatementJohn J. Carney, Jimmy Fokas, Mark J. Gerber (Ret.), Kurt Kolakauskas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437068 437068 98 G3176 1:15:07 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/437080?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 14 - 15, 2025 in New YorkThe Accounting Cycle and Comparative Accounting: GAAP, IFRS, and Accounting Frameworks [01:16:31]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 complicationsEric G. Pearson, 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 MaterialSegment PowerPoint: The Accounting Cycle and Comparative Accounting: GAAP, IFRS, and Accounting FrameworksEric G. Pearson, Ann Marie Wick Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437080 437080 98 G3176 1:17:13 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/437065?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 14 - 15, 2025 in New YorkUpdate on Accounting-Related Regulatory and Enforcement Trends [01:15:40]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 diligenceJimmy Fokas, Alison Conn, Joseph P. Dever, James F. McMahonThe 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 Sherman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437065 437065 98 G3176 1:16:22 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/437056?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Ethics and professional responsibility Professional conduct Taken from the Web Program Recorded May 14 - 15, 2025 in New YorkCurrent Topics in Professional and Legal Ethics for Accountants and Attorneys [01:15:56]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 informationJonathan Daniel, Andrew M. WeinerThe 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 MaterialSegment PowerPoint: Current Topics in Professional and Legal Ethics for Accountants and AttorneysJonathan Daniel, Andrew M. Weiner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437056 437056 98 G3176 1:16:38 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/437074?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Income statements (Securities filings and financial statements) Taken from the Web Program Recorded May 14 - 15, 2025 in New YorkPhysiology of the Income Statement [01:15:38]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 diligenceAmy de Gruy, Eric Martin, Joanna R. TravaliniThe 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 MaterialSegment PowerPoint: Physiology of the Income StatementAmy deGruy, Eric Martin, Joanna R. Travalini Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437074 437074 98 G3176 1:16:20 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/437077?tCode=WTC5_RSS01 Accounting and financial reporting Balance sheets (Securities filings and financial statements) Taken from the Web Program Recorded May 14 - 15, 2025 in New YorkAnatomy of the Balance Sheet [01:14:58]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 MaterialSegment PowerPoint: Anatomy 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 437077 437077 98 G3176 1:15:40 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/437062?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 14 - 15, 2025 in New YorkThe Internal Control Function and the Impact on Accounting Fraud and Forensic Investigations [01:15:26]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 ramificationsJonathan Algor, Brian OngThe 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 ShermanOrder Instituting Cease-and-Desist Proceedings Pursuant to Section 21C of the Securities Exchange Act of 1934, Making Findings, and Imposing a Cease-and-Desist Order, In the Matter of Rio Tinto, PLC, Exchange Act Release No. 97049, AAER No. 4386, Admin. Proc. File No. 3-21335 (March 6, 2023)John J Carney,Matthew B Greenblatt,Joanna R Travalini,Jorge A. Amador,Tim ShermanPresentation MaterialSegment PowerPoint: The Internal Control Function and the Impact on Accounting Fraud and Forensic InvestigationsJonathan Algor, Brian Ong Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437062 437062 98 G3176 1:16:08 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/437071?tCode=WTC5_RSS01 Accounting and financial reporting Auditing Cash flows (Securities filings and financial statements) Taken from the Web Program Recorded May 14 - 15, 2025 in New YorkInsights from the Statement of Cash Flows [01:15:10]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 diligenceSalvatore J. Graziano, Anthony R. MilazzoThe 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 MaterialSegment PowerPoint: Insights from the Statement of Cash FlowsSalvatore J. Graziano, Anthony R. Milazzo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437071 437071 98 G3176 1:15:52 https://www.pli.edu/programs/basics-of-accounting-for-lawyers/437059?tCode=WTC5_RSS01 Accounting and financial reporting Auditors Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Taken from the Web Program Recorded May 14 - 15, 2025 in New YorkThe Audit: Fact, Fiction, and What Attorneys Need to Know [01:15:02]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 themP.K. Barot, Karim Basaria, Alison FormanThe 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 MaterialSegment PowerPoint: The Audit: Fact, Fiction, and What Attorneys Need to KnowP.K. Barot, Karim Basaria, Alison Forman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437059 437059 98 G3176 1:15:44 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/437151?tCode=WTC5_RSS01 Private equity Private companies Insurance Hedge funds Sovereign wealth funds Taken from the Web Program Recorded May 14 - 15, 2025 in San FranciscoSpecial Issues: Financial Sponsors and Insurance [01:31:47]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  Zachary A. Greenberg, Adam Wilhite The 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 EhrlichProperty & Casualty, Representations and Warranties Insurance (RWI): The EssentialsJoseph EhrlichMarsh, Transactional Risk Practice, Reps and Warranties Insurance: A Critical Tool for DealmakersAdam WilhitePresentation MaterialSegment Handout: Special Issues: Financial Sponsors and InsuranceAdam WilhiteSegment Handout: Special Issues: Financial Sponsors and InsuranceZach GreenbergSegment 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 437151 437151 98 G3139 1:32:29 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/437145?tCode=WTC5_RSS01 Debt restructuring Private companies Employee benefits Executive compensation Employment and labor Taken from the Web Program Recorded May 14 - 15, 2025 in San FranciscoSpecialty Areas: Labor and Employment / Executive Compensation and Employee Benefits [01:30:33]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 and SHRM Credit for Human Resources Professionals   Page W. Griffin, Heather ShookThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Acquiring or Selling the Privately Held Company 2025, Labor and Employment Issues in Mergers and AcquisitionsHeather M. SagerPresentation MaterialSegment PPT: Specialty Areas: Labor and Employment / Executive Compensation and Employee BenefitsPage W. GriffinSegment PPT: Specialty Areas: Labor and Employment / Executive Compensation and Employee BenefitsPage W. GriffinSegment PPT: Specialty Areas: Labor and Employment / Executive Compensation and Employee BenefitsHeather Shook Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437145 437145 98 G3139 1:31:15 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/437130?tCode=WTC5_RSS01 Mergers and acquisitions Private companies Ethics and professional responsibility Regulation, compliance, and enforcement (Ethics and professional responsibility) Contract drafting and negotiation Taken from the Web Program Recorded May 14 - 15, 2025 in San FranciscoEthics in Negotiating and Documenting Private Transactions [01:00:34]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 secretsUnderstand what to do regarding inadvertently disclosed information Communicate with represented parties Understand the implications of recording phone calls or meetings Scott A. Anthony, Matthew M. DeljaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Slip Copy, Harbour Antibodies BV v. Teneobio, Inc., No. 21-1807 (MN), 2024 WL 4554855 (D. Del. Oct. 23, 2024)Ellen HayesSlip Copy, In Re: Enviva Inc., et al., No. 24-10453-BFK, 2024 WL 3285781 (E.D. Va. July 2, 2024)Ellen HayesIn Re: MMA Law Firm, PLLC, 660 B.R. 128, No. 24-31596 (S.D. Tex. 2024)Ellen HayesJoint Order of the Departments of the New York State Supreme Court, Appellate DivisionEllen HayesNew York State Bar Association, Committee on Professional Ethics, Opinion 1268 (July 3, 2024)Ellen HayesNew York State Bar Association, Committee on Professional Ethics, Opinion 1270 (August 6, 2024)Ellen HayesSlip Copy, Veeva Systems Inc. v. Tact.ai Technologies, Inc., No. 23-1032, 2024 WL 3291727 (D. Del. July 3, 2024)Ellen HayesSlip Copy, X Corp. v. Bright Data Ltd., No. C 23-03698 WHA, 2024 WL 3408220 (N.D. Cal. July 12, 2024)Ellen HayesSlip Copy, Aguilar v. Costco Wholesale Corporation, et al., No. CV 23-9413-MWF (MARx), 2024 WL 1600647 (C.D. Cal. Jan. 29, 2024)Ellen 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 437130 437130 98 G3139 1:01:16 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/437136?tCode=WTC5_RSS01 Indemnification clauses Mergers and acquisitions Due diligence (Mergers and acquisitions) Private companies Directors and officers liability insurance Taken from the Web Program Recorded May 14 - 15, 2025 in San FranciscoIndemnification and Division / Subsidiary Issues in Private Acquisitions or Sales [01:30:35]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 Lanin The 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 CompaniesAri LaninAcquiring or Selling the Privately Held Company 2025: Indemnification IssuesMorgan D. McDevittPresentation MaterialSegment Handout: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesAri LaninSegment PPT: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesBradley S. KingSegment PPT: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesAri LaninSegment PPT: Indemnification and Division / Subsidiary Issues in Private Acquisitions or SalesAri Lanin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437136 437136 98 G3139 1:31:17 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/437154?tCode=WTC5_RSS01 Financing Letters of intent Mergers and acquisitions Private companies Taken from the Web Program Recorded May 14 - 15, 2025 in San FranciscoGeneral Business Considerations and Letters of Intent in Private Acquisitions or Sales [01:36:31]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 issuesLetters 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 Kinne The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Private Company Transactions—Recent Trends and Common ConcernsBrian GoodhartPresentation MaterialSegment Handout: 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 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 437154 437154 98 G3139 1:37:13 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/437133?tCode=WTC5_RSS01 Shareholders (Corporate governance) Mergers and acquisitions Private companies Contract drafting and negotiation Tax Taken from the Web Program Recorded May 14 - 15, 2025 in San FranciscoEarn-outs and Fiduciary Duties in Private Transactions [01:15:24]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:Smith v. Van Gorkom, 488 A.2d 858 (Del. 1985)Arnie FridhandlerAgreement and Plan of Merger (January 22, 2024)Arnie FridhandlerRonit Berkovich and Teddy Cohan, Weil, 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)Arnie FridhandlerPresentation MaterialSegment Handout: Earn-outs and Fiduciary Duties in Private TransactionsAdrian BroderickSegment 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 437133 437133 98 G3139 1:16:06 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/437142?tCode=WTC5_RSS01 Mergers and acquisitions Private companies Legal writing, drafting, and negotiation Contract drafting and negotiation Taken from the Web Program Recorded May 14 - 15, 2025 in San FranciscoAnalysis of Form of Acquisition Agreement – Part I [01:30:40]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 Skills credit for NY Attorneys Scott A. Anthony, Jonas Marson The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Asset Purchase AgreementScott A. AnthonySample Agreement and Plan of Merger—Buyer DraftScott A. AnthonyPresentation MaterialSegment PPT: Analysis of Form of Acquisition Agreement – Part IScott A. Anthony, Jonas Marson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437142 437142 98 G3139 1:31:22 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/437148?tCode=WTC5_RSS01 Intellectual property Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (International law) Cross-border M & A Technology Taken from the Web Program Recorded May 14 - 15, 2025 in San FranciscoSpecialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual Property [01:32:19]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 ProfessionalsCFE Field of Study: FraudCynthia 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 2025)Stephen D. Bohrer,Hugo DubovoyAcquiring or Selling the Privately Held Company 2025: Intellectual Property Considerations (February 14, 2025)Jia Jia HuangCynthia Cole, Brian Hengesbaugh, Adam Aft, Rachel Ehlers, Keo McKenzie and Avi Toltzis, California’s AI Wave: Navigating a New Era of Regulation in 2025 (January 17, 2025)Cynthia ColeCynthia Cole, Rachel Ehlers and Avi Toltzis, Businesses Should Keep Their New Years Resolutions with State Privacy Laws Coming in 2025 (January 8, 2025)Cynthia ColeCynthia Cole, Adam Aft and Avi Toltzis, Copyright Office Publishes Report on Copyrightability of AI Works (February 4, 2025)Cynthia ColeCynthia Cole, Brian Hengesbaugh, Justine Phillips, Keo McKenzie, Adam Aft, Elizabeth Roper and Caroline Burnett, AI Tug-of-War: Trump Pulls Back Biden’s AI Plans (January 25, 2025)Cynthia ColeSibel Yilmaz, et al., Covington, Global Policy Watch, Toward EU Outbound Investment Regulation (January 28, 2025)Catharina Y. MinDan Levine and Scott Anthony, Law 360, U.S. China Deal Considerations Amid Cross-Border Uncertainty (January 16, 2025)Catharina Y. MinRyan Quillian and Sarah Rutherford, Law 360, Biden-Era M&A Data Shows Continuity, Not Revolution (February 21, 2025)Catharina Y. MinCovington, Executive Order Directing DOJ to Pause FCPA Enforcement (February 2025)Catharina Y. MinCovington, Alert, Trump Administration Issues America First Investment Policy (February 24, 2025)Catharina Y. MinPresentation MaterialSegment PPT: Specialty Areas in Private Acquisitions or Sales: International Aspects and Intellectual PropertyCynthia ColeSpecialty 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 437148 437148 98 G3139 1:33:01 https://www.pli.edu/programs/acquiring-or-selling-the-privately-held-company/437139?tCode=WTC5_RSS01 Mergers and acquisitions Private companies Legal writing, drafting, and negotiation Contract drafting and negotiation Taken from the Web Program Recorded May 14 - 15, 2025 in San FranciscoAnalysis of Form of Acquisition Agreement – Part II [01:15:50]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 Skills credit for NY Attorneys Scott A. Anthony, Jonas Marson The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Agreement and Plan of MergerScott A. AnthonySample Purchase and Sale Agreement (February 3, 2020)Scott A. AnthonyPresentation MaterialSegment PPT: Analysis of Form of Acquisition Agreement – Part IIScott A. Anthony, Jonas Marson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437139 437139 98 G3139 1:16:32 https://www.pli.edu/programs/broadband-and-cable-industry-law/437051?tCode=WTC5_RSS01 Broadband and cable Net neutrality Taken from the Web Program Recorded May 13, 2025 in New YorkIncreased State Regulation of Cable and Broadband [01:00:58]This session will feature a discussion on increasing number of states enacting legislation regulating broadband, including privacy, affordability, deployment, and net neutrality. After completing the session, participants will be able to:Understand the types of regulations that states have been adopting regarding broadband and cable networks.Explain the potential impact of state regulation on broadband networks.Identify which states have enacted legislation and the status of pending litigation changes.Rebekah Goodheart (Panel Leader), John Bergmayer, Cristina Chou, Rick Cimerman, Jeremy CrandallThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:2024 Communications Marketplace Report, In the Matter of Communications Marketplace Report, GN Docket No. 24-119, FCC 24-136 (December 31, 2024)Rebekah Goodheart,Daniel P. ReingNew York State, Press Release, Governor Hochul Announces Major Digital Access Initiatives with Launch of Affordable Broadband Act and $18.5 Million ConnectALL Investment (January 23, 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 437051 437051 98 G3083 1:00:59 https://www.pli.edu/programs/broadband-and-cable-industry-law/437045?tCode=WTC5_RSS01 Broadband and cable Taken from the Web Program Recorded May 13, 2025 in New YorkImpact of Poles and Franchising Developments on Broadband Networks [01:02:40]Broadband networks, whether wireline or wireless, require access to existing built infrastructure (e.g. poles and conduit) and the public rights of way and utility easements, which means deployment of network facilities often requires permits from multiple entities. 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 and rights of way. After completing this session, participants will be able to:Describe the pain points in the pole attachment process for attachers and pole ownersExplain the current state of franchising for broadband and cableUnderstand the interplay between pole and ROW authority and their impacts on broadband deploymentDaniel P. Reing (Panel Leader), Aryeh Fishman, Aaron George, Shira Greenbaum, Luke C. PlatzerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:2024 Communications Marketplace Report, In the Matter of Communications Marketplace Report, GN Docket No. 24-119, FCC 24-136 (December 31, 2024)Rebekah Goodheart,Daniel P. ReingFederal Communications Commission, Small Entity Compliance Guide, FCC 23-109, WC Docket No. 17-84 (December 15, 2023)Rebekah Goodheart,Daniel P. Reing Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437045 437045 98 G3083 1:02:41 https://www.pli.edu/programs/broadband-and-cable-industry-law/437043?tCode=WTC5_RSS01 Broadband and cable Taken from the Web Program Recorded May 13, 2025 in New YorkUpdates on Rollout and Deployment of BEAD and Other Federal Deployment Programs [01:02:05]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 the opportunities they presentExplain 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 statesRebekah Goodheart (Panel Leader), Pam Arluk, David Don, Danielle Frappier, Michael RomanoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:2024 Communications Marketplace Report, In the Matter of Communications Marketplace Report, GN Docket No. 24-119, FCC 24-136 (December 31, 2024)Rebekah Goodheart,Daniel P. ReingU.S. Department of Commerce, Press Release, Statement from U.S. Secretary of Commerce Howard Lutnick on the BEAD Program (March 5, 2025)Rebekah Goodheart,Daniel P. ReingStreamlining Program Efficiency and Expanding Deployment for BEAD Act, H.R.__, 119th Cong. § 1 (2025)Rebekah Goodheart,Daniel P. ReingBroadband Buildout Accountability Act, S.__, 119th Cong. § 1 (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 437043 437043 98 G3083 1:02:06 https://www.pli.edu/programs/broadband-and-cable-industry-law/437047?tCode=WTC5_RSS01 Broadband and cable Taken from the Web Program Recorded May 13, 2025 in New YorkPriorities and Current Issues at the FCC [01:04:15]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 FCC and Trump Administration deregulatory efforts.Understand recent media-specific issues facing the FCCOutline FCC developments pertaining to broadband deploymentRebekah Goodheart (Panel Leader), Russell Hanser, Blair Levin, Deena ShetlerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:2024 Communications Marketplace Report, In the Matter of Communications Marketplace Report, GN Docket No. 24-119, FCC 24-136 (December 31, 2024)Rebekah Goodheart,Daniel P. ReingOffice of Chairman Brendan Carr, Press Release, FCC Chairman Carr Launches Massive Deregulation Initiative (March 12, 2025)Rebekah Goodheart,Daniel P. ReingFederal Communications Commission, Public Notice, In Re: Delete, Delete, Delete, GN Docket No. 25-133, DA 25-219 (March 12, 2025)Rebekah Goodheart,Daniel P. ReingOpinion, In Re: Mcp No. 185; Federal Communications Commission, In the Matter of Safeguarding and Securing the Open Internet, Declaratory Ruling, Order, Report and Order, and Order on Reconsideration, FCC 24-52, 89 Fed. Reg. 45404, Published May 22, 2024, Nos. 24-7000/3449/3450/3497/3504/3507/3508/3510/3511/3519/3538 (6th Cir. 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 437047 437047 98 G3083 1:04:15 https://www.pli.edu/programs/broadband-and-cable-industry-law/437053?tCode=WTC5_RSS01 Broadband and cable Taken from the Web Program Recorded May 13, 2025 in New YorkCapitol Hill: Legislative and Regulatory Updates in Broadband and Cable Industry [01:00:17]Hear the Hill’s top legislative priorities that will shape the future of broadband and cable law and policy for 2025 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 2024•Identify the 2025 goals for Capitol Hill, industry, and public interest groupsDescribe legislation we have already seen this year and what next we can expect that has a chance of passingDaniel P. Reing (Panel Leader), James M. Assey, Johanna Thomas, Matt WoodThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:2024 Communications Marketplace Report, In the Matter of Communications Marketplace Report, GN Docket No. 24-119, FCC 24-136 (December 31, 2024)Rebekah Goodheart,Daniel P. ReingJessica Ring Amunson, et al., Jenner & Block, Client Alert: Navigating the 2025 Regulatory Landscape: FCC Impact on Communications, Internet, and Technology Sector (December 2, 2024)Rebekah Goodheart Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437053 437053 98 G3083 1:00:17 https://www.pli.edu/programs/broadband-and-cable-industry-law/437049?tCode=WTC5_RSS01 Broadband and cable Regulation, compliance, and enforcement (Communications and telecommunications) Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Taken from the Web Program Recorded May 13, 2025 in New YorkCybersecurity and National Security Issues in Broadband and Cable [01:01:11]This session will feature a discussion with industry experts covering the hot topics and latest developments in cybersecurity and national security issues impacting broadband networks. After completing this session, participants will be able to:Understand the regulatory obligations of broadband network operators with respect to cybersecurity.Explain the latest developments under the Secured and Trusted Communications Network Reimbursement Program (aka Rip and Replace).Describe the role of the FCC’s Council on National Security and its potential impact on broadband network operators.Cybersecurity, Privacy and Data Protection - General credit in NY IAPP Privacy credit for Privacy Professionals  CFE Field of Study: Fraud Daniel P. Reing (Panel Leader), Rudy N. Brioché, Aaron Cooper, Brian Hurley, Loretta PolkThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:2024 Communications Marketplace Report, In the Matter of Communications Marketplace Report, GN Docket No. 24-119, FCC 24-136 (December 31, 2024)Rebekah Goodheart,Daniel P. ReingOffice of Chairman Brendan Carr, Press Release, Chairman Carr Establishes New Council on National Security Within Agency (March 13, 2025)Rebekah Goodheart,Daniel P. ReingDeclaratory Ruling and Notice of Proposed Rulemaking, In the Matter of Protecting the Nation’s Communications Systems from Cybersecurity Threats, PS Docket No. 22-329, FCC 25-9 (January 16, 2025)Rebekah Goodheart,Daniel P. ReingFederal Communications Commission, Public Notice, Streamlined Resolution of Requests under the Secure and Trusted Communications Networks Reimbursement Program, WC Docket No. 18-89, DA 25-157 (February 21, 2025)Rebekah Goodheart,Daniel P. ReingFederal Communications Commission, Public Notice, Wireline Competition Bureau Urges Rip-and-Replace Program Recipients to Complete Removal of Insecure Equipment from Our Nation’s Networks, WC Docket No. 18-89, DA 25-158 (February 21, 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 437049 437049 98 G3083 1:01:11 https://www.pli.edu/programs/working-with-immigrants/436992?tCode=WTC5_RSS01 Family law Domestic violence Immigration and naturalization Vulnerable populations Public interest law and pro bono Taken from the Web Program Recorded May 13, 2025 in San FranciscoOrientation to Domestic Violence [00:58:42]This session provides an overview of what is domestic violence, types of abuse, the cycle of violence, 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 cycle of violenceExplain what keeps individuals in abusive relationships, andDescribe cultural contexts of domestic violence and special considerations for immigrant domestic violence relationshipsCarolyn M. KimThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tahirih Justice Center, Press Release, Advocates Release Nationwide Survey on Domestic Violence, Sexual Assault Reporting by Immigrants: Majority of Advocates, Attorneys Report Immigrant Survivors Are Fearful of Police (June 4, 2019)Morgan M. WeibelCalifornia Secretary of State’s Office, Safe at Home: California’s Confidential Address Program, General Information BrochureCarolyn M. KimOrientation to Domestic Violence (PowerPoint slides)Carolyn M. KimPresentation MaterialOrientation to Domestic Violence (PowerPoint Slides)Carolyn M. Kim Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436992 436992 98 G3183 0:59:24 https://www.pli.edu/programs/working-with-immigrants/436983?tCode=WTC5_RSS01 Family law Domestic violence Public benefits Immigration and naturalization Public interest law and pro bono Taken from the Web Program Recorded May 13, 2025 in San FranciscoBenefits and Immigration [01:01:54]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:National Immigration Law Center, VAWA Benefits ChartTanya Broder,Lisa NewstromImmigrant Benefits Referral Letter, Attachment A-1 (Updated March 10, 2017)Tanya Broder,Lisa NewstromPresentation 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 436983 436983 98 G3183 1:02:36 https://www.pli.edu/programs/working-with-immigrants/436989?tCode=WTC5_RSS01 Diversity, inclusion, and elimination of bias Domestic violence Immigration and naturalization Public interest law and pro bono Professional development Taken from the Web Program Recorded May 13, 2025 in San FranciscoProviding Culturally and Linguistically Responsive Services for Immigrant Survivors of Domestic Violence in the Elimination of Bias [01:01:48]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)Beckie Masaki,Hediana UtartiAsian Pacific Institute on Gender-Based Violence, Lifetime Spiral of Gender Violence (Updated 2010)Beckie Masaki,Hediana UtartiAsian Pacific Institute on Gender-Based Violence, Tip Sheet, How to Address Problems with InterpretationBeckie Masaki,Hediana UtartiAsian Pacific Institute on Gender-Based Violence, Tip Sheet, How to Work with InterpretersBeckie Masaki,Hediana UtartiAsian Pacific Institute on Gender-Based Violence, Tip Sheet, Interpretation ServicesBeckie Masaki,Hediana UtartiProviding Culturally and Linguistically Responsive Services for Immigrant Survivors of Domestic Violence in the Elimination of Bias (PowerPoint slides)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 436989 436989 98 G3183 1:01:48 https://www.pli.edu/programs/working-with-immigrants/436986?tCode=WTC5_RSS01 Domestic violence Immigration and naturalization Victims of criminal activity (Immigration and naturalization) Victims of human trafficking (Immigration and naturalization) Public interest law and pro bono Taken from the Web Program Recorded May 13, 2025 in San FranciscoImmigration Legal Remedies and Trauma Informed Lawyering for Immigrant Domestic Violence Survivors [01:31:59]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:Current Best Practices for Affirmative Applications and CourtMorgan M. WeibelKnow Your Rights Resources for Recent Executive OrdersMorgan M. WeibelAlliance for Immigrant Survivors, ASISTA and American Immigration Lawyers Association, Practice Alert: New ICE Guidance on Current or Potential Victim-Based Benefits (February 5, 2025)Morgan M. WeibelImmigration Legal Remedies and Trauma Informed Lawyering for Immigrant Domestic Violence Survivors (PowerPoint slides)Carolyn M. Kim,Morgan M. Weibel,Christine Lin,Catherine SeitzPresentation 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 436986 436986 98 G3183 1:31:59 https://www.pli.edu/programs/working-with-immigrants/436980?tCode=WTC5_RSS01 Family law Domestic violence Divorce Immigration and naturalization Public interest law and pro bono Taken from the Web Program Recorded May 13, 2025 in San FranciscoFamily Law for Immigrant Survivors [01:00:00]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:California Family Code, Section 3044Erin Orum,Nicole Britton-SnyderSample Domestic Violence Restraining Order Application Forms DV-100, DV-105, DV-108, DV-109, DV-110, DV-140, DV-145Erin Orum,Nicole Britton-SnyderFamily Law for Immigrant Survivors (PowerPoint slides)Erin Orum,Nicole 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 436980 436980 98 G3183 1:00:42 https://www.pli.edu/programs/working-with-immigrants/436977?tCode=WTC5_RSS01 Domestic violence Immigration and naturalization Housing Fair housing Real estate Taken from the Web Program Recorded May 13, 2025 in San FranciscoHousing for Immigrant Survivors [01:18:18]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 survivorsTaylor Campion, Hilda Y. ChanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Bay Area Legal Aid, National Housing Law Project and Family Violence Appellate Project, 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 February 2025)Taylor Campion,Hilda Y. ChanFamily Violence Appellate Project Housing ResourcesTaylor CampionSample Letter, Re: Section 8 Participant Family Break-Up – [Client Name], Bay Area Legal AidHilda Y. ChanSample Letter, Re: Lease Bifurcation of [Client’s] Lease Pursuant to VAWA Protections for Housing Choice Voucher Survivors of Domestic Violence, Bay Area Legal AidHilda Y. ChanHousing for Immigrant Survivors (PowerPoint slides)Taylor Campion,Hilda Y. ChanPresentation MaterialHousing for Immigrant Survivors (PowerPoint Slides)Taylor Campion, Hilda Y. Chan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436977 436977 98 G3183 1:19:00 https://www.pli.edu/programs/check-yourself-before-you-wreck-someone-else--feedback-with-equity-across-differences/435707?tCode=WTC5_RSS01 Professional development Diversity, inclusion, and elimination of bias in law practice Career development Communication skills (Career development) Leadership skills (Career development) Note: This program does not offer Bias/Diversity credit.Often times leaders avoid giving developmental feedback for fear of saying something wrong. In law firms, providing equity in feedback is critical for cultivating an equitable and inclusive workplace. When law firm partners fail to provide developmental feedback across differences such as gender, race, or socio-economic background, it fosters a climate of inequalities that substantially impair an associate's career growth. Without direct and actionable feedback, associates from underrepresented communities will face difficulties in identifying areas for improvement. This lack of supportive supervision not only stunts associates’ professional growth but also undermines their confidence and sense of belonging.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435707 435707 98 G5367 1:02:27 https://www.pli.edu/programs/expert-witness/436967?tCode=WTC5_RSS01 Commercial litigation Depositions Practice skills (Litigation) Expert witnesses Taken from the Web Program Recorded May 12, 2025 in New YorkThe Expert Report, Depositions and Managing the Expert Relationship [01:03:13]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 strategyRetain and monitor experts: a client perspectiveManage the expert-attorney relationship: an expert’s perspectiveMichael D. Blatchley, Alexis R. Dunton, Brian A. Herman, Dr. Faten SabryThe 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,David I. Miller Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436967 436967 98 G3090 1:03:13 https://www.pli.edu/programs/expert-witness/436970?tCode=WTC5_RSS01 Commercial litigation Practice skills (Litigation) Expert witnesses Daubert standard Complex litigation Taken from the Web Program Recorded May 12, 2025 in New YorkRole of Expert Witnesses in Complex Litigation, Qualifications and Disclosure Requirements [01:12:44]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 in Complex Litigation 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 436970 436970 98 G3090 1:12:44 https://www.pli.edu/programs/expert-witness/436964?tCode=WTC5_RSS01 Practice skills (Litigation) Pre-trial procedure Trial Expert witnesses Taken from the Web Program Recorded May 12, 2025 in New YorkExpert Challenges and Use of Experts at Trial [01:01:14]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 strategyJennifer J. Barrett, Sheila S. Boston, David I. MillerThe 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)David I. MillerIndividual 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)David I. MillerOrder, Securities and Exchange Commission v. ITT Educational Services, Inc., et al., No. 1:15-cv-00758-JMS-MJD (S.D. Ind. 2018)David I. MillerMemorandum 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)David I. MillerMemorandum 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)David I. Miller Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436964 436964 98 G3090 1:01:14 https://www.pli.edu/programs/corporate-whistleblowing/436920?tCode=WTC5_RSS01 Corporate governance Regulation, compliance, and enforcement (Corporate law) Whistleblowers Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded May 12, 2025 in New YorkThe Changing Environment for Whistleblower Claims [01:00:13]In this panel, several of the nation’s top whistleblower litigators will review key caselaw developments and what is likely ahead. After completing this program participants will be able to:Analyze how the US Supreme Court’s decision in Murray v. UBS Securities LLC will impact SOX claimsGrasp how the growing number of State law whistleblower protection statutes have changed the way claims are litigatedPredict how the second Trump administration will impact the landscape for whistleblower rewards and rule enforcement under Dodd-Frank, the AML Whistleblower Improvement Act, and the DOJ’s whistleblower pilot programModerator: 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:American Corporate Whistleblowing and the EU Whistleblower Regime: What Can We Learn from Serbia’s Statute? (March 12, 2025)Thad M. GuyerJason Zuckerman and Matt Stock, Zuckerman Law, Practical Law, Practice Note, Whistleblower Protections Under the Anti-Money Laundering Act (AMLA) (2025), available at: http://content.next.westlaw.com/w-038-3094Jason ZuckermanPresentation MaterialThe Changing Environment for Whistleblower ClaimsThad M. GuyerWhistleblower Law DevelopmentsJason Zuckerman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436920 436920 98 G3260 1:00:55 https://www.pli.edu/programs/corporate-whistleblowing/436926?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 May 12, 2025 in New YorkGovernment Regulator and Whistleblower Law Update [01:06:55]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 priorities and activities of the SEC and CFTC whistleblower programs, including rule amendments, bounty awards, anti-retaliation and anti-muzzling actionsExplain the latest about FinCEN’s whistleblower bounty programGrasp the contours of the DOJ’s new Whistleblower Pilot ProgramAnalyze the similarities and differences between these various federal whistleblower programsModerator: Michael DelikatSpeakers: Jonathan Carr, Cynthia Lie, Jordan Thomas, 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 2024 (November 15, 2024)Michael DelikatPresentation MaterialThe Anti-Money Laundering Act OFAC Whistleblower Program: Supercharging Sanctions EnforcementJason ZuckermanSecurities and Exchange Commission Office of the Whistleblower Annual Report to Congress for Fiscal Year 2024Whistleblower Program Customer Education Initiatives 2024 Annual Report (October 2024)Whistleblower Protections Under the Anti-Money Laundering Act (AMLA)Jason ZuckermanWhistleblower Incentives Strengthen Corporate Compliance Programs Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436926 436926 98 G3260 1:06:55 https://www.pli.edu/programs/corporate-whistleblowing/436923?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 May 12, 2025 in New YorkWhistleblowers’ Bar: New Trends and Perspectives [01:16:08]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 encounteringKnow 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, Michael Filoromo, III, Jane NorbergThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Issues Representing Whistleblowers: The Rights and Duties of Attorneys, Compliance Officers, and Accountants, and the Effect of Confidentiality Agreements (May 12, 2025)Debra S. KatzManaging Internal Audits and Whistleblower Investigations: Protecting Disclosure of Attorney-Client Communications and Attorney Work Product (PowerPoint slides)Philip M. BerkowitzPresentation MaterialManaging Internal Audits and Whistleblower InvestigationsPhilip M. Berkowitz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436923 436923 98 G3260 1:16:50 https://www.pli.edu/programs/wearables-in-the-workplace-putting-emerging-technologies-to-work/435363?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Regulation, compliance, and enforcement (Cybersecurity and data protection) Employee privacy Technology Employer mandated wearables have become commonplace in many workplaces. Smart helmets, exoskeletons and other industrial internet of things (IIOT) devices have beneficial uses including safety and the prevention of injuries. At the same time, wearables raise concerns about privacy and cybersecurity and have led to complaints about alleged employee tracking and surveillance. The Equal Employment Opportunity Commission recently issued a fact sheet providing guidance to employers on the ways in which the use of wearables, the collection of data from them, and making employment decisions based on that data could violate federal employment laws, including Title VII and the Americans with Disabilities Act. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435363 435363 98 G5364 1:03:17 https://www.pli.edu/programs/understanding-agentic-ai/435313?tCode=WTC5_RSS01 Cybersecurity and data protection Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Artificial Intelligence is rapidly evolving, presenting unique challenges to the traditional legal framework, particularly concerning liability when AI acts independently or autonomously. Legal professionals must navigate emerging complexities related to AI agency, accountability, and risk management. This session provides clarity on the critical issues of "agentic AI," equipping attendees with the knowledge and practical insights required to counsel clients effectively. Expert presenters will break down complex legal doctrines and offer actionable advice on managing liability, drawing analogies from the law of agency, animal liability, and product liability. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435313 435313 98 G5440 1:02:41 https://www.pli.edu/programs/diversity--inclusion-in-law-practice/436874?tCode=WTC5_RSS01 Workplace diversity Diversity, inclusion, and elimination of bias in law practice Historically underrepresented groups in law practice Attorney wellness Taken from the Web Program Recorded May 9, 2025 in New YorkAffinity Groups and Employee Resource Groups (ERGs): Is Your Law Office Using (and Empowering) Them Most Effectively? [01:15:32]Note: This program may not offer Elimination of Bias or Diversity credit in all jurisdictions. Please check the credit details for information about the type and amount of MCLE credit offered in your jurisdiction.When law offices and other organizations undertake efforts to become more diverse and inclusive, and thereby foster increased collegiality and productivity, greater employee satisfaction, and more and better outcomes and results, the formation of affinity groups or employee resource groups (“ERG”) is a common early strategy. The underlying rationale is that by fostering opportunities for groups of employees who share common dimensions of diversity – gender, race, ethnicity, culture, ability status, veteran status, parental or caregiving status, LGBTQ+ identities, generation, religion, etc. – the employer is able to create an environment in which all employees can participate in groups with others with whom they share common affinities and, thereby, feel more comfortable, welcome, and included. Sometimes it works, but sometimes it doesn’t.After completing this session participants will be able to:Evaluate whether an affinity group/ERG is the right step for your officeDetermine the most effective short and long-term strategies for law office affinity groups/ERGsAssess the optimal sizes, composition, or levels of seniority that better functioning groups require - Can a group be too small?Appraise, if a group is very broad in its constituency, whether it should be disaggregated into smaller, more clearly defined groupsDetermine whether, in global or multinational organizations, affinity groups/ERGs should be country- or region-specificApply specific parameters for affinity groups/ERGsPanel Leader: Sandra S. YamatePanelists: Donyelle L. Gray, Shirell A. Gross, Jennifer W.Y. Lee, Rosevelie Márquez Morales, D.L. MorrissThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Affinity Groups and Employee Resource Groups (ERGs): Is Your Law Office Using (and Empowering) Them Most Effectively?Leslie Funk,Donyelle L. Gray,Shirell Gross,D.L. Morriss,Sandra S. Yamate,Jennifer W.Y. Lee,Rosevelie Márquez MoralesAdditional ResourcesLorraine S. McGowen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436874 436874 98 G3064 1:15:32 https://www.pli.edu/programs/diversity--inclusion-in-law-practice/436877?tCode=WTC5_RSS01 Disability discrimination (Employment discrimination) Workplace diversity Higher education Diversity, inclusion, and elimination of bias in law practice LGBTQ individuals in law practice Taken from the Web Program Recorded May 9, 2025 in New YorkLegal Developments in Diversity, Equity, and Inclusion [01:22:05]Note: This program may not offer Elimination of Bias or Diversity credit in all jurisdictions. Please check the credit details for information about the type and amount of MCLE credit offered in your jurisdiction.This session will analyze current legal developments in diversity and inclusion.After completing this session participants will be able to: Explain and apply new legal developments impacting diversity and inclusion in law offices and the legal professionUnderstand the state of diversity today in colleges and universities and identify strategies for enhancing diversity, inclusion and belonging in higher educationIdentify and address current LGBTQ+ issues in the law officeUnderstand best practices for disability inclusionPanel Leader: Lorraine S. McGowen Panelists: Jeanine Conley Daves, Shane McCammon, Prof. Robert L. Nelson, Evan Parness, Dariely Rodriguez, Rebecca S. WillifordThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Syllabus, Students for Fair Admissions, Inc. v. President and Fellows of Harvard College, No. 20-1199 (2023)Lorraine S. McGowenExecutive Order 14151, Ending Radical and Wasteful Government DEI Programs and Preferencing, 90 Fed. Reg. 8339, No. 18 (January 20, 2025)Lorraine S. McGowenFact Sheet: President Donald J. Trump Protects Civil Rights and Merit-Based Opportunity by Ending Illegal DEI (January 22, 2025), available at: https://www.whitehouse.gov/fact-sheets/2025/01/fact-sheet-president-donald-j-trump-protects-civil-rights-and-merit-based-opportunity-by-ending-illegal-dei/Lorraine S. McGowenEnyart v. National Conference of Bar Examiners, Inc., No. 10-15286 (9th Cir. 2011)Rebecca S. WillifordU.S. Equal Employment Opportunity Commission, Reasonable Accommodations for Attorneys with DisabilitiesRebecca S. WillifordLawyers’ Committee for Civil Rights Under Law, Comments on DOC-2023-0003: Business Diversity Principles (February 16, 2024)Dariely RodriguezComplaint for Declaratory and Injunctive Relief, Doe v. Austin (D. Me. 2022)Shane McCammonPlaintiffs Jane Doe and Susan Roe’s Motion for Summary Judgment with Incorporated Memorandum of Law, Doe v. Austin, No. 2:22-cv-00368-NT (D. Me. 2023)Shane McCammonDefendants’ Opposition to Plaintiffs’ Motion for Summary Judgment and Cross-Motion for Summary Judgment with Incorporated Memorandum of Law, Doe v. Austin, No. 2:22-cv-00368-NT (D. Me. 2024)Shane McCammonPlaintiffs’ Opposition to Defendants’ Cross-Motion for Summary Judgment and Reply to Defendants’ Opposition to Plaintiffs’ Motion for Summary Judgment, Doe v. Austin, No. 2:22-cv-00368-NT (D. Me. 2024)Shane McCammonOrder on Cross-Motions for Summary Judgment, Doe v. Austin, No. 2:22-cv-00368-NT (D. Me. 2024)Shane McCammonDiversity & Inclusion in Law Practice: Developments in Diversity and Inclusion, Bibliography (February 2025)Shane McCammon,Robert L. Nelson,Dariely Rodriguez,Lorraine S. McGowen,Jeanine Conley Daves,Rebecca S. WillifordPresentation MaterialLaying the Groundwork: Where We Are and Where We [May?] Be GoingJeanine Conley DavesLegal Developments in DEI: Disability InclusionRebecca S. WillifordLegal Developments in Diversity, Equity & InclusionEvan D. ParnessOut & Up: Legal & Workplace Issues Affecting LGBTQ+ AttorneysShane McCammonThe Making of Lawyers’ CareersProfessor Robert L. Nelson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436877 436877 98 G3064 1:22:05 https://www.pli.edu/programs/venture-capital-nuts-and-bolts/437020?tCode=WTC5_RSS01 Financial capital Venture capital Financing Practice skills (Banking and finance) Shareholders (Corporate governance) Taken from the Web Program Recorded May 8, 2025 in San FranciscoVenture Capital Term Sheet Negotiations [01:17:41]Panelists will simulate a negotiation of select terms of a seed financing round. After completing this session, participants will be able to:Understand how practice varies by regionShare insights into current market terms and rangesJohn J. Demeter, Curtis L. MoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Materials from DLA Piper LLP (US)Curtis L. MoNational Venture Capital Association Model Legal DocumentsDror FutterThe Exempt Offering Ecosystem: What the SEC Changed, Crowdfund Insider (November 9, 2020), available at: https://www.crowdfundinsider.com/2020/11/168921-theexempt-offering-ecosystem-what-the-sec-changed/Dror FutterSAFEs 2.0: YCombinator Updates the Form, Crowdfund Insider (December 2, 2018), available at: https://www.crowdfundinsider.com/2018/12/141773-safes-2-0-ycombinator-updates-the-form/Dror FutterSAFE—Simple Agreement for Future Equity (Updated February 2023)Dror FutterWilson Sonsini, Emerging Companies Practice, The Entrepreneurs Report—Private Company Financing Trends (Q3 2024)Yoichiru TakuChanges to Section 5 of the NVCA IRA (December 23, 2024), available at: https://www.linkedin.com/posts/drorfutter_changes-to-section-5-of-the-nvca-ira-activity-7277042182073593856-tWl7/Dror FutterPresentation MaterialA Hypothetical Venture Capital Investment (PowerPoint slides)John J. Demeter, Curtis L. MoGenerative AI, Inc. A Hypothetical Venture Capital InvestmentCurtis L. Mo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437020 437020 98 G3137 1:17:41 https://www.pli.edu/programs/venture-capital-nuts-and-bolts/437014?tCode=WTC5_RSS01 Corporate finance Initial public offerings Financial capital Venture capital Acquisitions and dispositions Taken from the Web Program Recorded May 8, 2025 in San FranciscoVenture-Backed Company Exit Strategies [01:10:57]Panelists will discuss best practices, methods, and opportunities VC exit strategies. After completing this session, participants will be able to:Prepare the venture-backed company for exitUnderstand key issues in IPOs and sales of venture-backed companiesAnalyze secondary salesRecognize the impact of staying private longerJohn F. Maselli, Kathleen M. WellsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:National Venture Capital Association Model Legal DocumentsDror FutterWilson Sonsini, Emerging Companies Practice, The Entrepreneurs Report—Private Company Financing Trends (Q3 2024)Yoichiru TakuPresentation MaterialVenture-Backed Company Exit StrategiesJohn F. Maselli, Kathleen M. Wells Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437014 437014 98 G3137 1:10:57 https://www.pli.edu/programs/venture-capital-nuts-and-bolts/437023?tCode=WTC5_RSS01 Financial capital Venture capital Financing Corporate governance Shareholders (Corporate governance) Taken from the Web Program Recorded May 8, 2025 in San FranciscoVenture Capital Deals – Positioning Your Company for VC Financing and Anatomy of a VC Deal [02:01:31]Positioning Your Company for Venture Capital FinancingPanelists will discuss best practices, methods, and opportunities in preparing a company for VC investment. After completing this session, participants will be able to:Spot key issues in company formationDiscuss founders’ stock arrangementsUnderstand employee equityDistinguish angel and seed financingDraft Convertible Notes/SAFEs/Series SeedAnatomy of a Venture Capital DealPanelists will discuss the structure of a venture capital deal. After completing this session, participants will be able to:Recognize equity structures – understanding the cap tableDraft financing documentationSpot securities law issues and private placement exemptionsGregory W. Heibel, Yoichiro TakuThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Materials from DLA Piper LLP (US)Curtis L. MoNational Venture Capital Association Model Legal DocumentsDror FutterThe Exempt Offering Ecosystem: What the SEC Changed, Crowdfund Insider (November 9, 2020), available at: https://www.crowdfundinsider.com/2020/11/168921-theexempt-offering-ecosystem-what-the-sec-changed/Dror FutterSAFEs 2.0: YCombinator Updates the Form, Crowdfund Insider (December 2, 2018), available at: https://www.crowdfundinsider.com/2018/12/141773-safes-2-0-ycombinator-updates-the-form/Dror FutterSAFE—Simple Agreement for Future Equity (Updated February 2023)Dror FutterWilson Sonsini, Emerging Companies Practice, The Entrepreneurs Report—Private Company Financing Trends (Q3 2024)Yoichiru TakuChanges to Section 5 of the NVCA IRA (December 23, 2024), available at: https://www.linkedin.com/posts/drorfutter_changes-to-section-5-of-the-nvca-ira-activity-7277042182073593856-tWl7/Dror FutterPresentation MaterialVenture Capital Deals – Positioning Your Company for VC Financing and Anatomy of a VC DealGregory W. Heibel, Yoichiro Taku Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437023 437023 98 G3137 2:02:13 https://www.pli.edu/programs/venture-capital-nuts-and-bolts/437017?tCode=WTC5_RSS01 Financial capital Venture capital Financing Corporate governance Shareholders (Corporate governance) Taken from the Web Program Recorded May 8, 2025 in San FranciscoKey Issues in Follow-On Financing Rounds [01:05:20]Panelists will discuss best practices, methods, and opportunities in follow-on VC financing rounds. After completing this session, participants will be able to:Explain follow-on financings -- generalAnalyze new v. existing termsObtain board and stockholder approvalsUnderstand key issues in follow-on roundsDifferentiate down rounds and recapitalizationsDiscuss recent Delaware casesTara Capsuto, Mitzi ChangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:National Venture Capital Association Model Legal DocumentsDror FutterDerek Colla, Cooley Go, What You Need to Know About Down Round Financings, available at: https://www.cooleygo.com/down-round-financings/Emma Mann-MaginnissPresentation MaterialKey Issues in Follow-On Financing RoundsTara Capsuto, Mitzi Chang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437017 437017 98 G3137 1:06:02 https://www.pli.edu/programs/venture-capital-nuts-and-bolts/437011?tCode=WTC5_RSS01 Venture capital Ethics and professional responsibility Attorney-client privilege Confidentiality (Ethics and professional responsibility) Conflicts of interest Taken from the Web Program Recorded May 8, 2025 in San FranciscoCrisis Management, Tough Judgment Calls and Legal Ethics Considerations in Representing Emerging Growth Companies [01:02:46]Panelists will discuss crisis management and legal ethics issues arising from representation of emerging growth companies. After completing this session, participants will be able to:Navigate inevitable conflicts of interest: representing both the company and an investorUnderstand crisis management: advising the board and investorsFollow best practices for navigating potential legal ethics pitfallsDaniel D. Matthews, Matthew P. QuilterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Materials from DLA Piper LLP (US)Curtis L. MoNational Venture Capital Association Model Legal DocumentsDror FutterCrisis Management, Tough Judgment Calls and Legal Ethics Considerations in Representing Emerging Growth Companies (Outline) (May 9, 2024)Daniel D. Matthews,Matthew P. QuilterPresentation MaterialCrisis Management, Tough Judgment Calls and Legal Ethics Considerations in Representing Emerging Growth CompaniesDaniel D. Matthews, Matthew P. Quilter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437011 437011 98 G3137 1:03:28 https://www.pli.edu/programs/future-of-blockchain-silicon-valley-perspective-and-beyond/436632?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (Securities and other financial products) Technology Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 7, 2025 in San FranciscoUS Crypto Regulatory Review [01:00:10]A new administration, a new SEC commissioner, the country’s first “crypto congress”, and regulatory sentiment is at an all-time (positive) high. Nevertheless, uncertainty remains. This panel will discuss:Potential crypto market structure legislationStatus of SEC enforcement actionsCrypto broker tax reporting requirementsRegulatory risks related to airdropsOlta Andoni, Sarah W. Chen, Jessica FurrThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Teresa Goody Guillén and Isabelle Corbett Sterling, Paving the Path for Crypto Clarity: A Framework for Digital Asset Regulatory Structure (February 17, 2025)Olta AndoniMemorandum from Crypto Task Force Staff Re: Meeting with Jason Gottlieb, Andrew Hinkes and J.W. Verret (on File with Crypto Task Force Meeting Log) (February 24, 2025)Jessica FurrWritten Statement of Jai Massari, Cofounder and Chief Legal Officer, Lightspark, Exploring Bipartisan Legislative Frameworks for Digital Assets Hearing Before the United States Senate Committee on Banking, Housing, and Urban Affairs, Subcommittee on Digital Assets, 119th Cong. (2025)Jessica FurrTestimony of Lewis Rinaudo Cohen, Partner, Cahill Gordon & Reindel LLP Before the U.S. Senate Committee on Banking, Housing, and Urban Affairs, “Exploring Bipartisan Legislative Frameworks for Digital Assets,” Hearing 119th Cong. (February 26, 2025)Lewis CohenPresentation MaterialUS Crypto Regulatory ReviewOlta Andoni, Sarah W. Chen, Jessica Furr Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436632 436632 98 G3786 1:00:10 https://www.pli.edu/programs/future-of-blockchain-silicon-valley-perspective-and-beyond/436623?tCode=WTC5_RSS01 Banking and finance Cybersecurity and data protection Intellectual property Technology Cryptocurrencies Taken from the Web Program Recorded May 7, 2025 in San FranciscoDecentralization & DAOs [01:03:38]This panel will cover cutting-edge issues relating to decentralized networks, including:DAO fundamentalsGovernanceWyoming Decentralized Unincorporated AssociationDavid Kerr, James WilliamsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:A Legal Framework for Decentralized Autonomous Organizations (December 2021)Miles Jennings,David KerrA Legal Framework for DAOs (Part II) (February 3, 2025), available at: https://cowrie.io/articles/part-2#user-content-fn-1Miles Jennings,David KerrA Legal Framework for DAOs (Part III) (February 4, 2025), available at: https://cowrie.io/articles/part-3Miles Jennings,David KerrCowrie LLC, Annotated Draft Model DUNAA (February 1, 2025), available at: https://cowrie.io/articles/modeldunaaMiles Jennings,David KerrMiles Jennings, Scott Duke Kominers and Eddy Lazzarin, Defining Tokens, a16zcrypto (March 5, 2025), available at: https://a16zcrypto.com/posts/article/defining-tokens/Miles Jennings,David KerrMiles Jennings, Scott Duke Kominers and Eddy Lazzarin, Network Tokens vs. Company-Backed Tokens, a16zcrypto (March 5, 2025), available at: https://a16zcrypto.com/posts/article/network-tokens-vscompany-backed-tokens/Miles Jennings,David KerrPresentation MaterialDecentralization & DAOsDavid Kerr, James Williams Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436623 436623 98 G3786 1:03:38 https://www.pli.edu/programs/future-of-blockchain-silicon-valley-perspective-and-beyond/436626?tCode=WTC5_RSS01 Financing Cybersecurity and data protection Intellectual property Technology Cryptocurrencies Taken from the Web Program Recorded May 7, 2025 in San FranciscoCapital Formation: Evolving Best Practices in Crypto Fundraising [01:03:35]Some of the top financing lawyers representing crypto issuers and investors will cover drafting and negotiation strategies. Topics will include:SAFT vs SAFE + WarrantSide LettersAirdrops and ICOsSarah Brennan, Zachary Fallon, Mike KatzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Zachary Fallon, Jenny Cieplak, Yvette D. Valdez, Stephen P. Wink and Deric Behar, The SEC’s Crypto Task Force Charts a New Course, Latham’s Global Fintech & Digital Assets Blog (February 10, 2025), available at: https://www.fintechanddigitalassets.com/2025/02/the-secscrypto-task-force-charts-a-new-course/Zachary FallonZachary Fallon, Jenny Cieplak, Arthur Long, Yvette D. Valdez, Stephen P. Wink, Douglas K. Yatter and Deric Behar, President Trump Issues Executive Order on Digital Assets, Latham’s Global Fintech & Digital Assets Blog (January 27, 2025), available at: https://www.fintechanddigitalassets.com/2025/01/presidenttrump-issues-executive-order-on-digital-assets/Zachary FallonPresentation MaterialCapital Formation: Evolving Best Practices in Crypto FundraisingSarah Brennan, Zachary Fallon, Mike Katz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436626 436626 98 G3786 1:03:35 https://www.pli.edu/programs/future-of-blockchain-silicon-valley-perspective-and-beyond/436620?tCode=WTC5_RSS01 Banking and finance Cybersecurity and data protection Intellectual property Technology Cryptocurrencies Taken from the Web Program Recorded May 7, 2025 in San FranciscoStablecoins: The Future of Finance? [01:06:44]Stablecoins have emerged as one of the most important use-cases in crypto. Participants will learn about:Stablecoin fundamentalsPotential stablecoin legislationAdvanced stablecoin topics including yield-bearing stablecoins, flatcoins, and tokenized treasuriesMeli Ortes González, Christopher Lalan, Flavia NavesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:SEC Approves First Yield-Bearing Stablecoin, Crypto Law Tactics & Observations (February 27, 2025), available at: https://jemhs.substack.com/p/sec-approves-first-yield-bearingJames WilliamsThe Token Tactician’s Legal Guide to Reg S (Part I), Crypto Law Tactics & Observations (July 14, 2024), available at: https://jemhs.substack.com/p/the-token-tacticians-legal-guideJames WilliamsThe Token Tactician’s Legal Guide to Reg S (Part II), Crypto Law Tactics & Observations (July 16, 2024), available at: https://jemhs.substack.com/p/the-token-tacticians-legal-guide-fddJames WilliamsPresentation MaterialStablecoins: The Future of Finance?Chris Lalan, Flavia Naves, Meli Ortes Gonzalez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436620 436620 98 G3786 1:06:44 https://www.pli.edu/programs/future-of-blockchain-silicon-valley-perspective-and-beyond/436617?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Regulation, compliance, and enforcement (International law) Technology Cryptocurrencies Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded May 7, 2025 in San FranciscoCrypto Tax Survey [01:06:22]While litigation and securities tend to steal the spotlight with respect to crypto legal headlines, tax considerations can drive protocol structuring and have material impacts on everything from team compensation to public distributions. During the sessions, our panel will cover: Crypto broker ruleTax considerations in structuring issuer wrappersTeam compensation issuesTaxation of airdropsJason 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, Vol. 174 (February 7, 2022)Jason SchwartzThe Latest DeFi Alpha Is Tax-Optimized Staking, BanklessDAO (May 25, 2022), available at: https://banklessdao.substack.com/i/56563885/the-latest-defialpha-is-tax-optimized-stakingJason SchwartzSquaring the Circle: Smart Contracts and DAOs as Tax Entities, BanklessDAO (July 29, 2022), available at: https://banklessdao.substack.com/i/66136994/squaring-the-circle-smart-contracts-and-daos-as-tax-entitiesJason SchwartzPresentation MaterialCrypto Tax SurveyJason Schwartz, Jonathan Van Loo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436617 436617 98 G3786 1:06:22 https://www.pli.edu/programs/future-of-blockchain-silicon-valley-perspective-and-beyond/436629?tCode=WTC5_RSS01 Banking and finance Technology litigation Securities and other financial products Cryptocurrencies Taken from the Web Program Recorded May 7, 2025 in San FranciscoDevelopments in Crypto Litigation [01:05:24]Despite the improving regulatory picture, private litigation continues to present evolving risks. Leading litigators will cover recent developments with respect to:Securities class actionsNFT-related litigationDAO-related litigationMichael Fluhr, Stephen Palley, Kayvan SadeghiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Securities and Exchange Commission v. Telegram Group Inc., 448 F.Supp.3d 352, 2020 WL 1430035, No. 19-cv-9439 (PKC) (S.D.N.Y. Mar. 24, 2020)Michael FluhrSecurities and Exchange Commission v. Kik Interactive Inc., 492 F.Supp.3d 169, No. 19 Civ. 5244 (AKH) (S.D.N.Y. 2020)Michael FluhrSarcuni v. bZx DAO, 664 F.Supp.3d 1100, No. 22-cv-618-LAB-DEB (S.D. Cal. 2023)Michael FluhrConsent Order, Securities and Exchange Commission v. Binance Holdings Limited, Civil Action No. 23-1599 (ABJ) (D.D.C. 2023)Michael FluhrSecurities and Exchange Commission v. Binance Holdings Limited, 738 F.Supp.3d 20, 2024 WL 3225974, Civil Action No. 23-1599 (ABJ) (D.D.C. June 28, 2024)Michael FluhrSecurities and Exchange Commission v. Ripple Labs, Inc., 682 F.Supp.3d 308, 20 Civ. 10832 (AT) (S.D.N.Y. 2023)Michael FluhrSlip Copy, Securities and Exchange Commission v. Ripple Labs, Inc., 20 Civ. 10832 (AT), 2024 WL 3730403 (S.D.N.Y. Aug. 7, 2024)Michael FluhrSecurities and Exchange Commission v. Coinbase, Inc., 726 F.Supp.3d 260, 23 Civ. 4738 (KPF) (S.D.N.Y. 2024)Michael FluhrCoinbase, Inc. v. Securities and Exchange Commission, 126 F.4th 175, No. 23-3202, 2025 WL 78330 (3d Cir. Jan. 13, 2025)Michael FluhrSecurities and Exchange Commission v. Coinbase, Inc., 23 Civ. 4738 (KPF), 2025 WL 40782 (S.D.N.Y. Jan. 7, 2025)Michael FluhrVan Loon v. Department of the Treasury, 122 F.4th 549, No. 23-50669, 2024 WL 4891474 (5th Cir. Nov. 26, 2024)Michael FluhrSecurities and Exchange Commission v. Payward, Inc., No. 23-cv-06003-WHO, 2025 WL 314001 (N.D. Cal. Jan. 24, 2025)Michael FluhrSummary Order, Risley v. Universal Navigation Inc., No. 1:22-cv-02780-KPF (2d Cir. 2025)Michael FluhrMemorandum and Order, Securities and Exchange Commission v. Schueler, No. 23-cv-5749 (CBA) (PK) (E.D.N.Y. 2025)Michael FluhrPresentation MaterialDevelopments in Crypto LitigationMichael Fluhr, Stephen Palley, Kayvan B. Sadeghi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436629 436629 98 G3786 1:05:24 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/436613?tCode=WTC5_RSS01 Ethics and professional responsibility Attorney malpractice Practice skills (Ethics and professional responsibility) Professional conduct Professional development Taken from the Web Program Recorded May 7, 2025 in ChicagoHot Topics in Legal Malpractice and Risk Management [01:00:29]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 riskGeorge K. Flynn, Tracy L. Kepler, Marty O’HaraPresentation MaterialHot Topics in Legal Malpractice & Risk ManagementGeorge K. Flynn, Tracy L. Kepler, Marty O'Hara Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436613 436613 98 G3118 1:01:11 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/436607?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Conflicts of interest Practice skills (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded May 7, 2025 in ChicagoIdentifying and Addressing Conflicts of Interest [01:01:37]After completing this session, participants will be able to:Identify conflicts of interest and how to avoid themUnderstand negative effects and impact of potential conflictsManage conflicts through ethical walls, conflict waivers and other toolsEffectively communicate with clients and nonclients regarding possible conflicts of interestMatthew R. Henderson, Ramses Jalalpour, Anisa Jordan Presentation MaterialIdentifying and Addressing Conflicts of InterestMatthew R. Henderson, Ramses Jalalpour, Anisa Jordan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436607 436607 98 G3118 1:01:37 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/436601?tCode=WTC5_RSS01 Ethics and professional responsibility Professional conduct Mental health Attorney wellness Attorney substance use disorder Taken from the Web Program Recorded May 7, 2025 in ChicagoAttorney Well-Being and Mental Health [00:59:41]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 helpSubstance Abuse/Competence Issues credit where applicable Christine P. Anderson, Dr. Diana UchiyamaPresentation MaterialAttorney Well-Being and Mental HealthChristine P. Anderson, Dr. Diana Uchiyama Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436601 436601 98 G3118 0:59:41 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/436598?tCode=WTC5_RSS01 Ethics and professional responsibility Confidentiality (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Professional conduct Communication skills (Career development) Taken from the Web Program Recorded May 7, 2025 in ChicagoCommunicating Ethically [01:03:37]After completing this session, participants will be able to:Communicate terms of engagement, nonengagements and disengagementsAvoid unethical communications with other counselEffectively pursue payments of legal feesAvoid risk crises and ethical trapsEdward C. Eberspacher IV, Amanda J. HamiltonPresentation MaterialCommunicating EthicallyEdward C. Eberspacher IV, Amanda J. Hamilton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436598 436598 98 G3118 1:03:37 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/436610?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 7, 2025 in ChicagoDeveloping Issues in Legal Ethics [01:01:00]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 avoidAdrian VuckovichPresentation MaterialDeveloping Issues in Legal EthicsAdrian Vuckovich Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436610 436610 98 G3118 1:01:42 https://www.pli.edu/programs/illinois-professional-responsibility-mcle-marathon/436604?tCode=WTC5_RSS01 Recruitment and hiring (Employment and labor) Practice skills (Ethics and professional responsibility) Professional conduct Diversity, inclusion, and elimination of bias in law practice Diversity training in law practice Taken from the Web Program Recorded May 7, 2025 in ChicagoDiversity and Inclusion in the Legal Profession [01:02:42]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 deliveryBias/Diversity credit where applicable Julia Roundtree LivingstonPresentation MaterialDiversity & Inclusion in the Legal ProfessionJulia Roundtree Livingston Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436604 436604 98 G3118 1:03:24 https://www.pli.edu/programs/future-proofing-the-paralegal-profession-navigating-ai-ethics-and-emerging-workflows-in-the-legal-industry/440920?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 6, 2025 in New YorkFuture-Proofing the Paralegal Profession: Navigating AI, Ethics, and Emerging Workflows in the Legal Industry [01:13:13]After completing this session, participants will be able to: Understand Trends: Learn about key findings from the Future of Jobs Report 2025 and their implications for paralegals across various practice areas. Ethics in Innovation: Explore the ethical considerations and best practices for integrating AI and legal technology into paralegal workflows, including ABA Model Rule 1.1 on competence. Practical Applications: Discover how prompt engineering, automation, and tailored workflows can enhance efficiency while upholding professional standards Presentation MaterialFuture-Proofing the Paralegal Profession: Navigating AI, Ethics, and Emerging Workflows in the Legal IndustryKristine Custodio Suero, ACP, Kelli L. Radnothy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440920 440920 98 G5419 1:13:13 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435598?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkAdjustments to the Basis of Partnership Assets (Sections 734, 743, and 754) [00:59:59]This session will discuss some of the more complicated consequences of partnership distributions and transfers of interests. These rules are important because they permit partnerships to capture and reflect in basis, gain or loss recognized by a distributee, and permit purchasers of partnership interests to “push down” purchase price without triggering gain in the partnership’s assets. After completing this session, participants will be able to:Apply the aggregate and entity theories of partnership tax to determine the basis of partnership property for transfers of partnership interests and distributions of partnership assetsUnderstand the impact of regulations implementing the 2004 AJCA amendments and statutory changes made in the 2017 Tax ActUse Sections 734, 754 and 743 to adjust the basis of partnership assetsHoward E. Abrams, 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 MaterialInside Basis Adjustments Under Section 734 and Section 743Howard E. Abrams, Sarah L. Brodie, Janicelynn A. ParkInside Basis AdjustmentsHoward E. Abrams, Sarah L. Brodie, Craig Gerson, Janicelynn A. Park, Scott Pollock Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435598 435598 98 G3154 1:02:11 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435559?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkBalancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Partnership Tax Advisor Should Know [01:16:28]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 KnowAndrew WeinerAttorney-Client Privilege and Work Product Doctrine in Tax ControversiesJerald David AugustPresentation 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 435559 435559 98 G3154 1:18:40 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435583?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkHot Topics in Partnership Taxation [00:44:55]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, Eric B. Sloan, Eric SolomonThe 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 OptionsNatalie Tucker,Monisha SantamariaPresentation MaterialHot Topics in Partnership TaxationBenjamin J. Applestein, Eric B. Sloan, Eric Solomon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435583 435583 98 G3154 0:45:37 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435592?tCode=WTC5_RSS01 Corporate partnerships Tax Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkCompensatory Interests and Other Arrangements [00:59:49]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 issuesEthan R. Goldman, Russell S. Light The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Key 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 MaterialCompensatory Interests and Other ArrangementsEthan R. Goldman, Russell S. Light Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435592 435592 98 G3154 1:02:01 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435601?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkThe Anti-Deferral Rules – Sections 707(a)(2), 704(c)(1)(B), 731(c), and 737 [01:00:20]This panel will explore some of the more challenging provisions of Subchapter K, including the disguised sale rules of Section 707(a)(2), the anti-mixing bowl rules of Sections 704(c)(1)(B) and 737, and the marketable securities rules of Section 731(c). After completing this session, participants will be able to:Identify planning opportunities presented by Sections 707, 704(c)(1)(B), 731(c) and 737Recognize traps for the unwary created by the “anti-deferral” rulesDistinguish between a good leveraged partnership and a bad leveraged partnershipErin Cleary, Steven GilbertThe 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?Karen C. BurkePresentation MaterialThe Anti-Deferral Rules – Sections 707(a)(2), 704(c)(1)(B), 731(c), and 737Erin Cleary, Steven Gilbert Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435601 435601 98 G3154 1:02:32 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435604?tCode=WTC5_RSS01 Corporate partnerships Partnership interests Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkSale, Exchange or Other Disposition of Partnership Interests; Partnership Distributions; Partnership Terminations [01:15:17]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 or redemption of a partnership interest under Sections 741 and 751(a)Identify planning strategies that can be employed when dealing with dispositions of partnership interests, including proper orderingDetermine the amount and character of gain or loss from the disproportionate distribution of property under Section 731 and 751(b)Trevor 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 435604 435604 98 G3154 1:17:29 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435610?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkBasis Issues Including Allocation of Liabilities [01:30:00]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 435610 435610 98 G3154 1:32:42 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435586?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Insurance Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkTax Insurance in Joint Ventures and Partnership Transactions [00:59:29]This panel will discuss tax insurance and its various products, examine relevant case studies, and address the underwriting process for obtaining a tax insurance policy. After completing this session, participants will be able to:List the benefits of obtaining tax insurance in the joint venture/partnership/corporate and REIT areasIdentify situations where tax insurance is a viable option to mitigate risk resulting from known tax issues in the partnership M&A contextGuide clients through the process of obtaining tax insurance Patrick J. Browne Jr., John D. Rayis, Jodi J. SchwartzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tax Insurance in Joint Ventures and Partnership Transactions (January 15, 2025)Patrick J. Browne,John D. RayisShifting Tax Risks: Transactional Insurance Trends and RationaleDiana S. Doyle,Michael B. ZuckerPresentation MaterialTax Liability InsurancePatrick J. Browne, John D. Rayis, Jodi J. Schwartz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435586 435586 98 G3154 1:01:41 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435616?tCode=WTC5_RSS01 Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkAllocation and Distribution Provisions [01:29:48]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, 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-LowryTarget Allocations: The Swiss Army Knife of Drafting (Good for Most Situations—But Don’t Bet Your Life on It)Todd D. GolubAllocation and Distribution Provision Part Two (PowerPoint slides)Todd D. Golub,Beverly KatzPresentation MaterialAllocation and Distribution ProvisionsTodd D. Golub, Jennifer Ray Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435616 435616 98 G3154 1:32:30 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435577?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkBBA Partnership Audit Rules in the Transactional Context [01:14:20]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 apply Jennifer M. Black, Kate Kraus, Eric B. Sloan The purchase price of this Web Program segment includes the following article from the Course Handbook available online:BBA: The Regime of Partnership Choices, Part 1Jennifer M. BlackBBA: The Regime of Partnership Choices, Part 2Jennifer M. BlackThe Imputed Underpayment: Treating Adjustments as Zero Under the BBAJennifer M. BlackBBA: Adjustments to ‘Nonmoney’ NumbersJennifer M. BlackBBA Indemnities May Result in Double TaxationKate KrausPartnership Administrative Adjustment Requests (AARs) Are Dangerous (April 2020; Updated November 2022)Kate KrausPartnership Terminations and the Bipartisan Budget Act (Updated November 2024)Kate KrausLitigating BBA Modification Denials: Open Questions, Potential ChaosJennifer M. BlackDemystifying Administrative Adjustment RequestsJennifer M. BlackPractical Tips for Preparing an Administrative Adjustment RequestJennifer M. BlackThe Push-Out Election and AARs Might Not Get You Back to Kansas (Updated January 2024)Kate KrausTo Be or Not to Be: Inconsistent Treatment Under the BBA (January 6, 2025)Jennifer M. BlackChallenging the Validity of a Push-Out Election Under BBA: Is the Push-Out Election a PRI?Jennifer M. BlackChallenging the Validity of a Push-Out Election Under BBA: Forums for Review, Part 2Jennifer M. BlackChallenging the Validity of a Push-Out Election Under BBA: Passthrough Partners, Part 3Jennifer M. BlackPresentation MaterialBBA Partnership Audit Rules in the Transactional ContextJennifer M. Black, Kate Kraus, Eric B. Sloan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435577 435577 98 G3154 1:16:32 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435568?tCode=WTC5_RSS01 Corporate partnerships Hedge funds Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkTax Planning for Hedge Funds [01:00:46]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 15, 2025)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 435568 435568 98 G3154 1:02:58 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435595?tCode=WTC5_RSS01 Corporate partnerships Partnership mergers Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkPartnership Mergers and Divisions [01:00:15]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 Skubis WeberThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tiny Bubbles: Partnership Divisions in Larger TransactionsJennifer Ray,Dina WiesenPresentation 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 435595 435595 98 G3154 1:02:27 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435574?tCode=WTC5_RSS01 Corporate partnerships International tax Cross-border M & A Tax Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkInternational Joint Venture Issues [01:29:33]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 rules Ari Berk, Kimberly S. Blanchard, Karen R. Li [Attorney, Office of the Associate Chief Counsel (International), Branch 4, 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 PartnershipsGreg W. FeathermanPresentation MaterialInternational Joint Venture IssuesAri Berk, Kimberly S. Blanchard, Karen R. Li Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435574 435574 98 G3154 1:32:15 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435571?tCode=WTC5_RSS01 Private equity Corporate partnerships Private equity funds Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkTopside Planning for, and Passthrough Investments by, Private Equity Funds [00:59:16]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, David H. Schnabel, Eric B. SloanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Private Equity M&ATodd Gluth,Eric B. SloanPresentation MaterialPassthrough Investments by Private Equity FundsDavid H. Schnabel, Eric B. Sloan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435571 435571 98 G3154 1:01:28 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435613?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkSection 704(c): Operations and Implications for Negotiating a Deal and Drafting a Partnership Agreement [01:30:14]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 RulePhillip 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 435613 435613 98 G3154 1:32:56 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435565?tCode=WTC5_RSS01 Corporate partnerships Oil and gas Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkPublic and Private Oil and Gas Partnerships [00:59:08]This session will address the rules and concepts governing oil and gas transactions. After completing this session, participants will be able to:Use Subchapter K to solve tax issues in contractual oil and gas joint venturesPlan around the fractional interest ruleIdentify the benefits of master limited partnerships (“MLPs”) in the oil and gas contextRyan K. Carney, Kevin M. RichardsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Ceiling Rule and Sales of Oil or Gas Partnership PropertyTimothy Chan,Beverly Katz,Eric LeeOut of the Pool! (and into the Partnership) (PowerPoint slides)Michael Q. Cannon,Kevin M. Richards,Ryan K. CarneyPresentation MaterialOut of the Pool! (and into the Partnership)Ryan K. Carney, Kevin Richards Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435565 435565 98 G3154 1:01:20 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435562?tCode=WTC5_RSS01 Corporate partnerships Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkThe Umbrellas of Subchapter K [01:01:15]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 agreements Benjamin J. Applestein, Pamela Lawrence EndrenyThe 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 MaterialThe Umbrellas of Subchapter KBenjamin J. Applestein, Pamela L. Endreny Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435562 435562 98 G3154 1:03:27 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435607?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkPartnership Formations and Special Issues – Extracting Value [01:00:24]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 199AUse the new Section 163(j) limitation on the deductibility of business interestNavigate certain partnership-related features of the Section 163(j) limitation on the deductibility of business interestBenjamin J. Applestein, 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 (May 2021)Jerald David August,Ronald A. Levitt,Stephen R. LooneyPresentation MaterialPartnership Formations and Special Issues – Extracting ValueCristina Arumi, Eric Solomon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435607 435607 98 G3154 1:02:36 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435619?tCode=WTC5_RSS01 Tax Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkSubchapter K: “The Big Picture” [01:05:02]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 partnerships Benjamin J. Applestein, Eric B. Sloan, Clifford M. WarrenThe 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 CodeCharles 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 435619 435619 98 G3154 1:07:14 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435580?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Passthroughs (Tax) Tax credits Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkInflation Reduction Act of 2022: Green Energy Tax Credits [01:02:15]The session discusses changes in tax law under the Inflation Reduction Act of 2022, specifically the expanded and extended tax credits. After completing this session, participants will be able to:Identify the energy and other investments eligible for new, expanded and/or extended tax creditsUnderstand the mechanics of the new credit transfer and direct-payment rulesLearn about innovative deal structuresHilary Lefko, Isaac J. WheelerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sean Moran, et al., Vinson & Elkins LLP, Insight, V&E Renewable Energy Update, Treasury Releases Final Regulations for the Tech-Neutral PTC and ITC (January 16, 2025)Lauren A. CollinsVinson & Elkins LLP, Insight, V&E Renewable Energy Update, Final Hydrogen Regulations Provide Multiple Paths for Production, but the Three Pillars and Other Obstacles Remain (January 15, 2025)Lauren A. CollinsSean Moran, et al., Vinson & Elkins LLP, Insight, V&E Renewable Energy Update, Treasury Finalizes Highly Anticipated Guidance on the Investment Tax Credit (December 6, 2024)Lauren A. CollinsVinson & Elkins LLP, Insight, State of the IRA—Pre-Election Review (October 29, 2024)Lauren A. CollinsPresentation MaterialOverview of Energy Tax Credit Opportunities Under the Inflation Reduction ActHilary Lefko, Isaac J. Wheeler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435580 435580 98 G3154 1:04:28 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435589?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 6 - 8, 2025 in New YorkDistressed Partnerships (Including Bankruptcy and CARES Act) [00:59:39]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 2025)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 435589 435589 98 G3154 1:01:51 https://www.pli.edu/programs/ethics-in-social-media/436488?tCode=WTC5_RSS01 Online and traditional advertising Ethics and professional responsibility Attorney advertising Social media use (Ethics and professional responsibility) Technology Taken from the Web Program Recorded May 5, 2025 in New YorkLegal Ethics For New Social Media Tools and Norms [01:01:11]This session will explore lawyers’ use of evolving social media tools, use cases and advertising practices under legal ethics rules. After completing this session, participants will be able to:Assess how use of particular tools and participation in particular social media topics could impact professionalism expectations under ethics rulesConsider when engaging or personalized social media content can constitute attorney advertisingEvaluate the ethics implications when advocating for client interests on social mediaDevelop a better understanding of clients’ social media practices and goals to provide ethically sound advice on messaging, policies and practices for organizations and law firmsMark H. Francis, Jan L. Jacobowitz, Scott L. Malouf, Alvin E. Mathews, Mike RafiThe 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. 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; June 20, 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. MaloufPresentation MaterialLegal Ethics for New Social Media Tools and NormsMark H. Francis, Jan L. Jacobowitz, Alvin E. Mathews, Mike Rafi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436488 436488 98 G3241 1:01:54 https://www.pli.edu/programs/ethics-in-social-media/436490?tCode=WTC5_RSS01 Social media Social media use (Ethics and professional responsibility) Legal technology Jury trials Technology Taken from the Web Program Recorded May 5, 2025 in New YorkEthical Issues of Social Media in the Courtroom [00:59:35]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 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 re Peshek, No. 2011AP909-D, 2011 WI 47 (Wis. June 24, 2011)Mark H. Francis,Scott L. MaloufAllied Concrete Co. v. Lester, Nos. 120074, 120122 (Va. 2013)Mark H. Francis,Scott L. MaloufDisciplinary Counsel v. Brockler, 145 Ohio St.3d 270, 2016-Ohio-657 (Ohio 2016)Mark H. Francis,Scott L. MaloufPresentation MaterialEthical Issues in Using Social Media as EvidenceJennifer Finnegan, Mark H. Francis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436490 436490 98 G3241 1:00:17 https://www.pli.edu/programs/ethics-in-social-media/436492?tCode=WTC5_RSS01 Online and traditional advertising Ethics and professional responsibility Social media use (Ethics and professional responsibility) Technology Taken from the Web Program Recorded May 5, 2025 in New YorkApplying Legal Ethics to Social Media in Theory and Practice [01:01:08]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 onlineDiscuss recent evolution in social media and other online tools such as incorporation of AI capabilities, increased personalization and other featuresConsider how recent cases addressed ethics rules in the context of social media and other online servicesJan L. Jacobowitz, Scott L. MaloufThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Negative Commentary—Negative Consequences: Legal Ethics, Social Media, and the Impact of Explosive Commentary, 11 St. Mary’s J. on Legal Malpractice & Ethics 312 (2021), available at: https://commons.stmarytx.edu/lmej/vol11/iss2/3Jan L. JacobowitzRalph Artigliere, et al., Face-Off on Facebook: Judges and Lawyers as Social Media “Friends” in a Post-Herssein World, The Florida Bar Journal (July/August 2019)Jan L. JacobowitzIn the Matter of Krapacs, 189 A.D.3d 1962 (N.Y. App. Div. 2020)Scott L. MaloufIn the Matter of Lanza, 199 A.D.3d 154 (N.Y. App. Div. 2021)Scott L. MaloufIn re Perricone, 263 So.3d 309 (La. 2018)Scott L. MaloufPresentation MaterialApplying Legal Ethics to Social Media in Theory and PracticeJan L. Jacobowitz, Scott L. Malouf Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436492 436492 98 G3241 1:01:50 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/436579?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 5 - 6, 2025 in San FranciscoCounting and Taking Account of US Comprehensive State Privacy Laws [01:00:21]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), Meredith B. HalamaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Elizabeth H. Canter, Bolatito Adetula and Jacob Smith, Emerging State Privacy Laws are Increasing Complexity for U.S. BusinessesJacob Smith,Elizabeth H. CanterPresentation MaterialCounting and Taking Account of US Comprehensive State Privacy LawsMeredith B. Halama, James G. Snell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436579 436579 98 G3108 1:00:21 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/436567?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 5 - 6, 2025 in San FranciscoManaging Privacy and Security Developments in the Rest of the World [01:02:28]This panel will survey key trends in the development and expansion of privacy laws around the world, beyond the EU/UK and US, 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 programChristine E. Lyon, Hilary M. WandallThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Richard Bird and Cedric Lindenmann, Freshfields, EU AI Act Unpacked: The Spillover Effect in Asia: Part 1, Binding AI Regulation in AsiaChristine E. LyonRichard Bird and Cedric Lindenmann, Freshfields, EU AI Act Unpacked: The Spillover Effect in Asia: Part 2, Guidelines and Self-Regulation for AI in AsiaChristine E. LyonRichard Bird, Fan Li and Leslie Xu, Freshfields, Divergent Approaches to the Categorisation of ‘Important Data’ in ChinaChristine E. LyonRichard Bird, Harshavardhan Ganesan and Fan Li, Freshfields, Asia’s Privacy Laws Are MaturingChristine E. LyonRichard Bird and Harshavardhan Ganesan, Freshfields, Draft Implementation Rules Issued for Indian Digital Personal Data Protection ActChristine E. LyonRachael Annear, Richard Bird, Madeline Cimino, Tochukwu Egenti, Fan Li, Madeline Cimino, Christine E. Lyon, Philipp Roos, Christoph Werkmeister and Yvonne Wolski, Freshfields, International Data Transfers Are Under the SpotlightChristine E. LyonRachael Annear, Richard Bird, Gernot Fritz, Rixa Kuhmann, Janet Kim, Laura Knoke, Tristan Lockwood, Christina Moellnitz, Sean Quinn and Lutz Riede, Freshfields, New Global Regulations Are Changing Our Digital OperationsChristine E. LyonDevelopments in the Asian Privacy Landscape (February 24, 2025)Sheena JacobPresentation MaterialManaging Privacy and Security Developments in the Rest of the WorldChristine E. Lyon, Hilary M. Wandall Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436567 436567 98 G3108 1:02:28 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/436582?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Taken from the Web Program Recorded May 5 - 6, 2025 in San FranciscoIt’s All Connected: The Latest Technology Developments Driving Privacy and Security Legal Issues [01:04:20]Privacy and security stakes are high in a 24/7 connected world. Virtually all industries, products, services, workplaces, supply chains, and more are being transformed by continually evolving and emerging digital technologies. Artificial intelligence (including generative AI), machine learning, the Internet of Things, virtual and augmented reality, autonomous vehicles, and biometric technologies are fueled by massive amounts of data, raising complex privacy and security issues. After completing this session, participants will be able to:Identify how the latest digital technologies not only threaten but also protect privacy and securityUnderstand how data protection laws in the US and globally (including the EU) already govern these technologiesEvaluate best practices for collecting and securing massive sets of personal data, including for training AI/machine-learning modelsChristine E. Lyon (Panel Leader), Tony Beasley, Michael Hamilton, Shailey JainThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Rachael Annear, Zofia Aszendorf, Georgina Bayly, Richard Bird, Theresa Ehlen, Beth George, Adam Gillert, Catherine Greenwood-Smith, Giles Pratt and Lutz Riede, Freshfields, AI Governance Takes Center StageChristine E. LyonRikki Haria, Theresa Ehlen, Christine E. Lyon, Jeanne Queneudec, Edward Dean, Christine Chong and Laura Llangozi, Freshfields, Building Your Company’s AI Governance FrameworkChristine E. LyonBeth George, Janet Kim, Sean Quinn, Madeline Cimino and Christine Chong, Freshfields, California’s Legislative Push on AI: A Wave of New Obligations and ProhibitionsChristine E. LyonDeveloping Policy for Novel AI ProblemsTheodore F. Claypoole Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436582 436582 98 G3108 1:04:20 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/436570?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 5 - 6, 2025 in San FranciscoEU and UK Privacy Developments: New Directions and New Challenges [01:00:08]This panel will highlight recent data protection developments in the EU and UK, including with respect to cross-border data transfers, the European Strategy for Data, and areas of divergence between EU and UK data protection regimes. After completing this session, participants will be able to:Explain the latest developments in connection with the EU-US Data Privacy FrameworkUnderstand the current status of the draft ePrivacy regulationAssess the implications of the European Strategy for Data for global businessesDiscuss whether the UK will really take a different direction on data protectionEmily Jones (Panel Leader), Benjamin CrewThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Dr. Stefan Brink, Strategic Considerations on the Future of European Data Protection Supervision (January 2025)Cecilia Álvarez RigaudiasFrom Barriers to Bridges: Cloud Computing in Support of Privacy and Security (September 2024)Bojana BellamyThe GDPR’s First Six Years: Positive Impacts, Remaining Implementation Challenges, and Recommendations for Improvement (May 2024)Bojana BellamyThe Limitations of Consent as a Legal Basis for Data Processing in the Digital Society (December 2024)Bojana BellamyApplying Data Protection Principles to Generative AI: Practical Approaches for Organizations and Regulators (December 2024)Bojana BellamyEU and UK Privacy Developments: New Directions and New Challenges (February 21, 2025)Kelly Hagedorn,Paul LanoisBristows LLP, Data Protection Update 2025Mark WattsPanoramic Data Protection & Privacy 2025 (July 3, 2024)Aaron P. Simpson,Lisa J. SottoPresentation MaterialEU and UK Privacy Developments: New Directions and New ChallengesBenjamin Crew, Emily Jones, Hannah Poteat Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436570 436570 98 G3108 1:00:50 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/436573?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 5 - 6, 2025 in San FranciscoThe Enforcers: What Privacy and Data Security Regulators Want You to Know [01:16:07]Regulators – from the Federal Trade Commission (FTC) to State Attorneys General (AGs) – are acting as change agents in protecting consumer privacy and security in an economy driven by data and technology. After completing this session, participants will be able to:Apply lessons learned from the latest federal and state enforcement actionsIdentify the hottest trends in enforcementRecognize how enforcers work together to protect consumers and what that means for companiesEmploy practical and strategic approaches to avoid enforcer scrutinyChristine E. Lyon (Panel Leader), Stevie DeGroff, Michael S. MackoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Christine E. Lyon and Christine Chong, Freshfields, FTC and State Attorneys General Poised for Strengthened Action on Biometric PrivacyChristine E. LyonChristine E. Lyon, Nina Frant, Christine Chong and Jackson Myers, Freshfields, California Expands Its Data Broker Rules in the B2C Context: Unpacking California’s New Delete Act RegulationsChristine E. LyonChristine E. Lyon, Beth George, Megan Kayo, Nina Frant, Sean Quinn, Christine Chong and Madeline Cimino, Freshfields, More California Privacy Rules: California Agency Issues Proposed Regulations on Automated Decisionmaking, Cybersecurity Audits, and Risk AssessmentsChristine E. LyonRachael Annear, Robert Barton, Richard Bird, Davide Borelli, Mark Egeler, Nina Frant, Daniel Gold, Cat Greenwood-Smith, Tim Howard, Sam Kloosterboer, Joseph Mason and Giles Pratt, Freshfields, Tougher Enforcement Is Reshaping Data and Privacy ComplianceChristine E. LyonThe Enforcers: What Privacy and Data Security Regulators Want You to Know (June 9, 2025)Ruth Hill Bro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436573 436573 98 G3108 1:16:07 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/436555?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 5 - 6, 2025 in San FranciscoTrial by Fire: The Latest Privacy and Data Security Litigation [01:00:51]This panel will discuss the evolving privacy and data security litigation 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, Jeffrey M. Gutkin,Scott A. Kamber, The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Booing Bohnak: How the Second Circuit Dropped the Article III Ball in Analyzing Standing in Class Actions Arising from Cyberattacks, Journal of Law, Technology, & The Internet, Vol. 16, Issue 1Douglas H. MealMisinterpreting Section 5(N) of the FTC Act: A Critique of the District Court’s Ruling in FTC v. KOCHAVA, Journal of Law & Commerce, Vol. 43, No. 1 (2024)Douglas H. MealColleen Theresa Brown, Benjamin M. Mundel, Lauren Freeman, Garrett Lance and Christina Koenig, Sidley DataMatters Blog, Rising AI Enforcement: Insights from State Attorney General Settlement and U.S. FTC Sweep for Risk Management and Governance (December 10, 2024)Alan Charles RaulAlan Charles Raul and Garrett Lance, How to Mitigate Evolving Litigation Risk in Privacy and Data Security: Lessons Learned from the Trenches (March 4, 2025) (PowerPoint slides)Alan Charles RaulLitigation Risks and Compliance Obligations Under the California Privacy Rights Act, Excerpted from Section 26.13A (2022)Ian C. BallonDefending Data Privacy Class Action Litigation, Excerpted from Section 26.15 (2022)Ian C. BallonDefending Cybersecurity Breach Class Action Litigation, Excerpted from Section 27.07 (Updated 2022)Ian C. BallonMcDermott Will & Emery LLP, Mapping Consumer Privacy (Updated October 31, 2024)David Saunders Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436555 436555 98 G3108 1:01:33 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/436558?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 5 - 6, 2025 in San FranciscoPrivacy and Cybersecurity: Governance, Oversight, and Risk Management [01:02:07]This panel will highlight 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), Natalie Prescott, Andrew ScottThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kimberly Kiefer Peretti, Cara Peterman and Lance Taubin, Board Oversight and Cyber Breach Response: What Involvement Strikes the Right Balance? (April 9, 2024)Kimberly Kiefer PerettiMiriam H. Wugmeister, Whitney Lee and Katherine Wang, Morrison & Foerster LLP, Privacy and Cybersecurity: Governance, Oversight, and Third-Party Risk (February 24, 2025)Miriam H. WugmeisterPresentation MaterialPrivacy and Cybersecurity: Governance, Oversight, and Risk ManagementNatalie Prescott, Andrew Scott, Andrew Serwin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436558 436558 98 G3108 1:02:07 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/436564?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 5 - 6, 2025 in San FranciscoCybersecurity: How to Manage a Global Data Breach [01:14:50]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 issuesBrock Dahl (Panel Leader), Matt Armstrong, Bridget Choi, Jennifer R. Martin, Claudia QuirozThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kimberly Kiefer Peretti, Lance Taubin and Colton Jackson, AI vs. AI: Recent Developments in the Cyber Landscape (October 1, 2024)Kimberly Kiefer PerettiKimberly Kiefer Peretti, Kate Hanniford, Ashley Miller, Lance Taubin and Colton Jackson, NYDFS Issues Guidance on Artificial-Intelligence-Related Cybersecurity Risks (October 24, 2024)Kimberly Kiefer PerettiKimberly Kiefer Peretti and Alysa Austin, New York Amends Data Breach Notification Law with Immediate Implications (January 6, 2025)Kimberly Kiefer PerettiPresentation MaterialCybersecurity: How to Manage a Global Data BreachMatt Armstrong, Bridget Choi, Brock Dahl, Jennifer R. Martin, Claudia Quiroz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436564 436564 98 G3108 1:15:32 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/436576?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 5 - 6, 2025 in San FranciscoThe Rest of the Story: US Privacy and Security Law Developments Beyond Comprehensive State Privacy Laws [01:04:09]Beyond comprehensive state privacy laws, there are numerous other privacy and data security legal developments at the local, state, and federal levels. This session will provide information on the myriad US requirements. After completing this session, participants will be able to:Describe new developments and trends in state privacy lawsCompare data security law regimes and consider trendsAddress proposals and prospects for federal privacy legislationConsider risk minimization with respect to state privacy lawsExplain the regulatory landscape, including FTC activityLothar Determann, Danielle KehlThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Perkins Coie LLP, California Announces Sweep on Streaming Services and More Enforcement to Come (February 1, 2024)James G. SnellPerkins Coie LLP, CCPA Enforcement Surprise: Regulations Effective Immediately (February 26, 2024)James G. SnellPerkins Coie LLP, CPPA Board Updates Timing for Regulations, and Enforcement Division Releases Enforcement Advisory: Focus on Data Minimization! (April 10, 2024)James G. SnellPerkins Coie LLP, California Attorney General Announces Children’s Privacy Settlement with Mobile Game (June 27, 2024)James G. SnellPerkins Coie LLP, A Midsummer State Privacy Law Update (July 9, 2024)James G. SnellPerkins Coie LLP, CPPA Regulatory Delays and Enforcement Updates: Takeaways from July Board Meeting (July 25, 2024)James G. SnellPerkins Coie LLP, California Governor Signs a Raft of AI and Privacy Bills (November 6, 2024)James G. SnellPerkins Coie LLP, Fasten Your Seatbelts: CPPA Proposes Rules on Automated Decision-Making and Cybersecurity Audits and Finalizes Data Broker Regulations (November 26, 2024)James G. SnellPerkins Coie LLP, Privacy Law Recap 2024: State Consumer Privacy Laws (December 17, 2024)James G. SnellPerkins Coie LLP, Privacy Law Recap 2024: Regulatory Enforcement (December 20, 2024)James G. SnellPerkins Coie LLP, Privacy Law Recap 2024: Class Actions and Mass Arbitrations (January 23, 2025)James G. SnellHunton, CA Governor’s Veto of AI Safety Bill: Where Does U.S. AI Regulation Go from Here? (Fall 2024)Aaron P. Simpson,Lisa J. SottoPresentation MaterialThe Rest of the Story: US Privacy and Security Law Developments Beyond Comprehensive State Privacy LawsLothar Determann, Danielle Kehl Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436576 436576 98 G3108 1:04:09 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/436552?tCode=WTC5_RSS01 Cybersecurity and data protection Data security Information privacy (Cybersecurity and data protection) Ethical issues (Ethics and professional responsibility) Taken from the Web Program Recorded May 5 - 6, 2025 in San FranciscoStrange New World? Ethical Issues for Privacy and Data Security Professionals [01:00:17]Over two years after generative AI landed in our midst, lawyers still wonder how to incorporate it and other technologies into their practices while complying with ethics requirements. In what sometimes feels like a strange new world, privacy and data security lawyers are on a quest for answers to the ethical questions explored by this panel. After completing this session, participants will be able to:Understand lawyers’ ethical obligations to keep up with technological advancementsAnalyze the ethics of incident response: data breaches and cybersecurity incidentsDiscuss obligations to protect data imposed not just by statute and the organization’s own promises, but also by the rules of professional responsibilityAmy L. BomseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Bar Opinions on Artificial Intelligence (February 1, 2025)Erin Hendrix,Seth Tremble,Camila 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 StrategiesLucian T. PeraPrudently Training AI on Client Confidential Information, Law Practice Magazine, The Marketing Issue (March 1, 2024)Lucian T. PeraLowering UPL Risk for Nonlawyer Legal Help, Law Practice Magazine, The Big Ideas Issue (July 1, 2024)Lucian T. PeraCurrent AI Ethics Opinions and Other Authorities (February 23, 2025)Merri A. Baldwin,Lucian T. PeraPresentation MaterialStrange New World? Ethical Issues for Privacy and Data SecurityAmy L. Bomse Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436552 436552 98 G3108 1:00:59 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/436561?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Employee privacy Artificial intelligence Taken from the Web Program Recorded May 5 - 6, 2025 in San FranciscoThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision Making [01:01:04]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 workplaceJoanie Dillett, Margaret A. Keane, The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Illinois Artificial Intelligence Law Requires Employee Notice, Affirms Existing Employer Nondiscrimination DutiesPeter J. GillespieGunderson Dettmer, Client Insight: Legislating the Future of AI in Employment: NYC’s Law on Automated Decision Tools & Other Important Developments (July 26, 2023)Natalie A. PierceGunderson Dettmer, Client Insight: Artificial Intelligence Insights the Current Regulatory Landscape (October 29, 2024)Natalie A. PierceGunderson Dettmer, Client Insight: Demystifying the EU AI Act (November 12, 2024)Natalie A. PierceSample Generative AI Chatbot Usage PolicyNatalie A. PierceSample Generative AI Risk Assessment and Management ChecklistNatalie A. PiercePresentation MaterialThe Intelligent Workplace: Privacy and Cybersecurity in the Era of AI and Algorithmic Decision MakingJoanie Dillett, Margaret A. Keane Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436561 436561 98 G3108 1:01:46 https://www.pli.edu/programs/institute-on-privacy-and-data-security-law/436549?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 5 - 6, 2025 in San FranciscoCPOs and CISOs: A Discussion with Those on the Front Line [01:02:00]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 eraTyler Farrar, Harvey Jang, Karen McGee, Lorenzo RobletoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Beth George, Giles Pratt and Lutz Riede, Freshfields, AI Regulation Is Evolving Globally and Businesses Need to Keep Up (December 10, 2024)Christine E. LyonRachael Annear, Richard Bird, Brock Dahl, Theresa Ehlen, Beth George, Giles Pratt, Lutz Riede, Adam Gillert, Julia Utzerath and Björn Lambrenos, Freshfields, Using Artificial Intelligence: The Top Actions General Counsel Should TakeChristine E. LyonBeth George, Christine E. Lyon, Pamela Marcogliese, Elizabeth Bieber, Nomi Conway and Rachel Johnson, Freshfields, Data in the Driver’s Seat: What Boards Need to Know About Data GovernanceChristine E. LyonHunton, Privacy & Information Security Law Blog, Global Privacy and Cybersecurity Law Updates and Analysis (February 13, 2025)Aaron P. Simpson,Lisa J. SottoPresentation Material- Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436549 436549 98 G3108 1:02:00 https://www.pli.edu/programs/leading-in-the-age-of-change/439492?tCode=WTC5_RSS01 Leadership skills (Career development) Taken from the Web Program Recorded May 5, 2025 in New YorkLeading in the Age of Change for Legal Professionals [01:04:02]After completing this session, attorneys and legal professionals will be able to:Understand the importance of remaining nimble when making and executing strategic decisions in a rapidly evolving legal landscape.Define their firm's mission, values, and ethical boundaries and assess how these factors influence their ability to adapt to new precedents, regulations, and client needs.Challenge their legal teams to cultivate flexibility in their workflows, case strategies, and professional development.Ensure their mission and values are clearly communicated to clients, colleagues, regulators, and other key stakeholders.Encourage creative legal problem-solving and foster innovation in practice areas to maintain agility in a shifting legal environment.Evaluate their firm’s or organization’s responsiveness during recent legal and regulatory changes requiring adaptability.Sandra Bang, Mo Chanmugham, Kathleen Rubenstein, Jay Sullivan Presentation MaterialExcerpts from "The New Nimble: Leading in the Age of Change"Jay Sullivan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 439492 439492 98 G5480 1:04:13 https://www.pli.edu/programs/specialized-deposition-techniques/436356?tCode=WTC5_RSS01 Civil procedure Depositions Practice skills (Litigation) Pre-trial procedure Taken from the Web Program Recorded May 5, 2025 in New YorkRule 30(b)(6) and VIP Depositions [01:31:40]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 executivesSkills credit for NY AttorneysLead Panelists: Grant R. MacQueen, Gina F. McGuireSpeakers: 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 2025 (February 14, 2025)Gina F. McGuire,Grant R. MacQueen,Christopher M. Andrews,Larry H. Krantz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436356 436356 98 G3081 1:32:22 https://www.pli.edu/programs/specialized-deposition-techniques/436353?tCode=WTC5_RSS01 Depositions Practice skills (Litigation) Pre-trial procedure Witnesses Hostile witnesses Taken from the Web Program Recorded May 5, 2025 in New YorkSpecialized Deposition Skills [01:30:32]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 objectionsNavigate remote depositionsSkills credit for NY AttorneysLead Panelists: Christopher M. Andrews, Larry H. Krantz Speakers: Grant R. MacQueen, Gina F. McGuireThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Specialized Deposition Techniques 2025 (February 14, 2025)Gina F. McGuire,Grant R. MacQueen,Christopher M. Andrews,Larry H. Krantz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436353 436353 98 G3081 1:30:32 https://www.pli.edu/programs/policing-and-enforcing-against-infringing-and-malicious-domain-names/435069?tCode=WTC5_RSS01 Cybersecurity and data protection Intellectual property Regulation, compliance, and enforcement (Intellectual property) Technology Web3 Recovering infringing domain names and stopping cybersquatters is a growing concern for brands, as these domains can be used to generate revenue with misleading ads, launch malware and phishing attacks, and impersonate the brand’s customer support, collections, and hiring teams. Faculty will focus on best practices for monitoring domain names, establishing internal protocols and communications for in-house teams, and identifying levels of risk and options for enforcement, including Uniform Domain Name Resolution Policy (UDRP) and other administrative proceedings, Anticybersquatting Consumer Protection Act (ACPA) litigation, and other mechanisms for recovery. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435069 435069 98 G5425 1:02:49 https://www.pli.edu/programs/new-york-cplr-update-accelerated-judgment-and-related-topics/435033?tCode=WTC5_RSS01 Litigation Civil procedure Practice skills (Litigation) Pre-trial procedure Judgment Dispositive motions - motions to dismiss and for summary judgment - are at the heart of civil practice. This session will discuss recent important cases dealing with these motions, and the related topics of defaults, dismissals for failure to prosecute and voluntary discontinuances. We will then cover recent decisions in other civil practice areas, including commencement of an action, and provisional remedies. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435033 435033 98 G5415 1:02:16 https://www.pli.edu/programs/consumer-financial-services-101-introduction-to-fair-lending/440175?tCode=WTC5_RSS01 Fair lending Financial services Fair housing Regulation, compliance, and enforcement (Real estate) Machine learning Taken from the Web Program Recorded May 2, 2025 in New YorkConsumer Financial Services 101: Introduction to Fair Lending [01:00:44]Discussing primary fair lending laws (i.e., the Equal Credit Opportunity Act and Regulation B, the Fair Housing Act, 42 USC 1981, state laws), including their scope and the types of practices they prohibit  Defining “Protected Classes” under the fair lending laws, and an introduction to the concept of proxies Distinguishing Intentional Discrimination vs. Inadvertent Discrimination, and how to identify each Explaining examples of practices that are likely to present higher fair lending risk (e.g., Discretionary Processes, Geographic Distinctions) Understanding Data Collection and Use: What types of demographic data may be – and may not be – collected/used without running afoul of legal restrictions? Addressing “Hot Topics” in Fair Lending (e.g., Artificial Intelligence / Machine Learning, Redlining, Fee Practices, Equity Initiatives) Covering miscellaneous related issues (e.g., Adverse Action Notice Requirements) Lawrence Brown, Kenneth Edwards, Dave Rosamond Presentation MaterialAn Introduction to Fair LendingDave Rosamond Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 440175 440175 98 G4726 1:00:44 https://www.pli.edu/programs/monetary-settlements-and-awards-for-pro-bono--legal-services-clients/436304?tCode=WTC5_RSS01 Family law Settlement (Dispute resolution) Public interest law and pro bono Taken from the Web Program Recorded May 2, 2025 in New YorkSpecial Considerations for Certain Types of Clients [01:04:55]Upon completing this session, participants will better understand the special considerations involved in settlements and awards for:Minors, including additional court approvals and specialized financial vehiclesIncarcerated clients and the statutory and regulatory limitations on receiving and disbursing monetary paymentsUndocumented clients, including the unique risks to them and the challenges in opening and maintaining bank accountsDeceased parties/representations of estates and the additional steps that must be taken when an estate is receiving the paymentPanel Leader: Amaris A. MontesPanelists: Jonathan Feinberg, Elizabeth Jordan, Robert M. Quackenbush, Gregory SmithThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Special Considerations for Low Income Settlements: Estates, Protecting the Award & Liens (Outline)Jonathan H. FeinbergSpecial Considerations for Clients in Jails and Prisons (Outline)Robert M. QuackenbushSpecial Considerations for Clients in Jails and Prisons—Additional ResourcesRobert M. QuackenbushNew York State Department of Corrections and Community Supervision, Directive No. 2798, Incarcerated Individual Accounts (February 7, 2024)Robert M. QuackenbushMemo from The Legal Aid Society Prisoners’ Rights Project, Re: The “Son of Sam” Law (2011)Robert M. QuackenbushSpecial Considerations for Undocumented Clients (Outline)Elizabeth JordanOrder Dismissing Petition for Lack of Jurisdiction, Saad v. Saad, No. 03-CV-01621K (POR), 2003 WL 27436437 (S.D. Cal. Oct. 29, 2003)Jennifer R Cowan,Lucy S McMillan,Jerri Shick22 NYCRR 202.67, Infants’ and Incapacitated Persons’ Claims and ProceedingsJennifer R Cowan,Lucy S McMillan,Jerri ShickSouth Texas College of Law Houston Low Income Taxpayer Clinic and Kids in Need of Defense, Inc., Briefing Paper: Federal Tort Claims Act (“FTCA”) Settlements and Income Taxes (November 25, 2024)Jennifer R Cowan,Lucy S McMillan,Jerri ShickKids in Need of Defense, Inc., Minor Settlements State Law Resource GuideJennifer R Cowan,Lucy S McMillan,Jerri ShickSpecial Considerations for Minors—Additional ResourcesJennifer R Cowan,Lucy S McMillan,Jerri ShickTax Consequences, Confidentiality, Potential Impact on Public Benefits, and Other Issues to Consider (Outline)Adina Appelbaum,Niji Jain,Jamin Koo,Denise Acron,Lucy S. McMillanPresentation MaterialMinor Settlements - Considerations Relevant to Settlements on Behalf of MinorsGregory L. SmithSpecial Considerations for Clients in Jails and PrisonsRobert M. QuackenbushSpecial Considerations for Immigrant WorkersElizabeth Jordan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436304 436304 98 G5292 1:05:37 https://www.pli.edu/programs/monetary-settlements-and-awards-for-pro-bono--legal-services-clients/436298?tCode=WTC5_RSS01 Ethics and professional responsibility Settlement (Dispute resolution) Public interest law and pro bono Taken from the Web Program Recorded May 2, 2025 in New YorkEthical Issues Arising from Low Income Settlements [01:03:19]Settlements for legal services and pro bono clients can present a variety of ethical concerns. Upon completing this session participants will be able to:Understand the ethical considerations when negotiating a settlement for a minorApply ethical considerations when addressing attorneys’ fees and a monetary settlementAnalyze and apply the ethical considerations when negotiating a settlement for injunctive relief and damagesAppraise the ethical considerations when negotiating a joint monetary settlement for multiple clientsPanel Leader: Jerri ShickPanelists: Sidney Cherubin, Theo S. Liebmann, Catherine WeissThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hypothetical 2—Impact LitigationCatherine WeissHypothetical 3—Consumer CreditSidney CherubinThe Association of the Bar of the City of New York, Committee on Professional Ethics, Formal Opinion 2020-3: A Lawyer’s Ethical Obligations When Negotiating Settlements of Multiple Interdependent CasesSidney CherubinEthical Issues Arising from Low Income Settlements—Additional ResourcesJennifer R Cowan,Lucy S McMillan,Jerri ShickPresentation MaterialHypotheticals: Ethical Issues Arising from Low Income SettlementsSidney Cherubin, Theo Liebmann, Jerri Shick, Catherine WeissLackey v. Stinnie Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436298 436298 98 G5292 1:04:01 https://www.pli.edu/programs/monetary-settlements-and-awards-for-pro-bono--legal-services-clients/436301?tCode=WTC5_RSS01 Settlement (Dispute resolution) Public interest law and pro bono Tax Taken from the Web Program Recorded May 2, 2025 in New YorkTax Consequences, Confidentiality, Potential Impact on Public Benefits, and Other Issues To Consider [01:00:22]Settlements for pro bono and legal services clients can have significant consequences. Upon completing this session, participants will be better able to:Identify key tax issues that might ariseAppraise the impact of a settlement on a client’s public benefitsUnderstand confidentiality and financial planningPanel Leader: Niji JainPanelists: Denise Acron, Adina Appelbaum, Jamin KooThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tax Consequences, Confidentiality, Potential Impact on Public Benefits, and Other Issues to Consider—SourcesJennifer R Cowan,Lucy S McMillan,Jerri ShickHypothetical 1—Diminished CapacityTheo S. LiebmannPresentation MaterialIssues To Consider When Receiving A Monetary Settlement Or AwardDenise Acron, Adina Appelbaum, Niji Jain, Jamin Koo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436301 436301 98 G5292 1:01:04 https://www.pli.edu/programs/school-law-institute/436478?tCode=WTC5_RSS01 Education Litigation Witnesses Public interest law and pro bono Taken from the Web Program Recorded May 2, 2025 in New YorkUnderstanding Credibility in Legal Proceedings [01:15:38]This session will review credibility in the judicial system. After this session participants will be able to:Recognize that credibility is an umbrella term encompassing several different ideasUnderstand ways in which credibility assessment can be a source of biasEvaluate common inputs to credibility judgements for their proven value (or lack thereof) in assessing witness truthfulnessProf. Julia Simon-KerrThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Excerpts from Law’s Credibility Problem, The University of Connecticut School of Law, 98 Wash. L. Rev. 179 (2023)Julia Simon-KerrPresentation Material3. Understanding Credibility in Legal Proceedings (PowerPoint Slides)Julia Simon-Kerr Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436478 436478 98 G3122 1:16:20 https://www.pli.edu/programs/school-law-institute/436482?tCode=WTC5_RSS01 Education Mental health Public interest law and pro bono Taken from the Web Program Recorded May 2, 2025 in New YorkInvoluntary Psychiatric Examinations: Student and Parent Rights, School Responsibilities, and Alternative Approaches [01:17:34]In this session, panelists from the National Center for Youth Law (NCYL), Legal Services NYC, and Bazelon Center for Mental Health Law will analyze the practice of educators and other school staff in removing students from school settings for involuntary psychiatric examinations, typically with the use of school resource officers (“SROs”), other law enforcement officers, or emergency medical services. The segment will look at two cases addressing this issue, one in Palm Beach County, Florida and one in NYC. The presenters will discuss why the inappropriate use of referrals for involuntary examination is harmful, the rights of students and parents, and responsibilities of school districts in these circumstances, and will conclude with a look at possible alternative approaches and responses by school staff. After completing this session, participants will be able to:Understand an overview of the practice of educators and other school staff in removing students from school settings for initiation of involuntary psychiatric examinations, typically with the use of SROs, other law enforcement officers, or emergency medical servicesReview cases addressing the inappropriate us of involuntary psychiatric examinations initiated at schoolIdentify the harms of inappropriate removals, the rights of students and parents, and school district responsibilitiesFocus on possible alternative approaches and responses by school staff that support students and families to help students avoid behavioral health crisesDana Ashley, LMSW, Lewis Bossing, Nelson Mar, Nina MonfredoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Overview of Removals from School for Involuntary Psychiatric Examinations (February 2025)Nina Monfredo,Nelson MarCase Materials, DP v. Palm Beach, No. 9:21-cv-81099-AMC (S.D. Fla.) (February 2025)Lewis Bossing,Nina Monfredo,Nelson Mar,Dana AshleyCase Materials, TH v. Farina, No. 1:13-cv-08777-JLC (S.D.N.Y.) (February 2025)Lewis Bossing,Nina Monfredo,Nelson Mar,Dana AshleyPresentation Material1. Involuntary Psychiatric Examinations: Student and Parent Rights, School Responsibilities, and Alternative Approaches (PowerPoint Slides)Dana Ashley, LMSW, Lewis Bossing, Nelson Mar, Nina Monfredo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436482 436482 98 G3122 1:17:35 https://www.pli.edu/programs/school-law-institute/436476?tCode=WTC5_RSS01 Education Special education Public interest law and pro bono Taken from the Web Program Recorded May 2, 2025 in New YorkReviewing Federal Law and Policy Developments Impacting Education Law [01:16:31]This presentation will review federal law, regulations, policies, and emerging changes under the Trump Administration that relate to school law matters. After this session, participants will be able to:Consider the role of the federal government in the public education contextReview education policies and priorities from the first Trump Administration and emerging developments under the new administrationFocus on current federal law, regulations, and policies and their impact on special education, disability issues, and civil rights in the school context Identify emerging legal and/or policy action in the statesRobert KimThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Reviewing Federal Law and Policy Developments Impacting Education Law (February 11, 2025)Robert KimPresentation Material4. Reviewing Federal Law and Policy Developments Impacting Education Law (PowerPoint Slides)Robert Kim Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436476 436476 98 G3122 1:16:31 https://www.pli.edu/programs/school-law-institute/436480?tCode=WTC5_RSS01 Education Litigation Public interest law and pro bono Taken from the Web Program Recorded May 2, 2025 in New YorkSchool Case Law Update [01:13:55]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:Special Education Law: The Year in Review 2024 (February 27, 2025)William M. MeyerPresentation Material2. Special Education Law: The Year In Review 2024 (PowerPoint Slides)William M. Meyer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436480 436480 98 G3122 1:14:37 https://www.pli.edu/programs/school-law-institute/436474?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Education Public interest law and pro bono Taken from the Web Program Recorded May 2, 2025 in New YorkEthics Fundamentals in the School Law Context [01:16:31]This session will address ethical issues. After completing this session, participants will be able to:Focus on sources of ethical guidanceUnderstand key obligations concerning confidentiality, communications, and conflictsRecognize best practices regarding identifying the clientConsider ethical issues that arise with the use of generative AIShlomit Aroubas, Karen GriffinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethics for School Law Practitioners (March 2024)Danielle Y. Clayton,Elizabeth T. Simon,Karen GriffinPresentation Material5. Ethics Fundamentals in the School Law Context (PowerPoint Slides)Shlomit Aroubas, Karen Griffin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436474 436474 98 G3122 1:16:32 https://www.pli.edu/programs/the-solo-practice-option-for-government-and-public-interest-lawyers-at-the-crossroads/434947?tCode=WTC5_RSS01 Public interest law and pro bono Professional development Law practice management Career development Attorney wellness Many government and public interest lawyers are at a crossroads, confused and uncertain about their futures. Yet, most do not fully appreciate the fact that their skills, legal expertise and commitment to public service make them ideal candidates for solo or small firm practice. With a generational shift favoring entrepreneurism, advances in legal technology, and scarcity of affordable legal services, there has never been a better time to go solo.In this One-Hour Briefing, you will discover that having a law license means never having to be unemployed. Fast-track your learning curve as Maria E. Hall shares insights gained from over 10 years of supporting the launch of 115 diverse solo law firms in her role as director of the Los Angeles Incubator Consortium. She will be joined by Attorney Tara Mikkilineni, who will share her own experiences transitioning from government lawyering to a more entrepreneurial public interest way of practicing law. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434947 434947 98 G5430 1:01:20 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/436248?tCode=WTC5_RSS01 Private companies Employee benefits Retirement benefits Employment taxes Practice skills (Tax) Taken from the Web Program Recorded May 1, 2025 in New YorkSection 280G: What Color Is Your Parachute? [01:00:41]This panel will provide advanced perspectives on change in control related arrangements and interpretative and operational challenges for the unwary. After attending this session, participants will be better able to:Understand pressure points under Section 280G of the Internal Revenue CodeIdentify potential challenges in advanceManage obstacles while achieving desired commercial resultsKevin 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 MaterialSection 280G: What Color Is Your Parachute?Kevin Kay, Erica Schohn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436248 436248 98 G3042 1:00:41 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/436245?tCode=WTC5_RSS01 Private companies Employee benefits Retirement benefits Tax planning and strategy Taken from the Web Program Recorded May 1, 2025 in New YorkCarried Interests: Don’t Get Carried Away [01:00:32]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. After attending this session, participants will be better able to:Assimilate developments on new carried interest proposalsRecognize evolving practices and interpretative issuesReport on recent trends and other related issuesCPE Field of Study: TaxesIRS Continuing Education credit for Tax ProfessionalsAlexandra Alperovich, Henrik Patel, Steven W. Rabitz, Jeffrey Ross The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Rulings and Determination Letters, IRS Revenue Procedure 2001-43, 26 CFR 601.201Steven W. RabitzWeighted Average Interest Rate Update, IRS Revenue Procedure 93-27Steven W. RabitzAdrienne M. Baker and Joshua Milgrim, Dechert LLP, The Final Nail for Carried Interest? (February 2025)Steven W. RabitzHenrik Patel and Tal Marnin, Thomson Reuters, Practical Law, Practice Note, Advanced Profits Interests Issues for Private Equity SponsorsHenrik PatelHenrik Patel and Arian Mossanenzadeh, Profits Interests: Private Equity’s Trump Card with ManagementHenrik PatelKeep Calm and Carry On, An Outline of Considerations for Carried Interests (February 7, 2025) (PowerPoint slides)Steven W. Rabitz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436245 436245 98 G3042 1:00:32 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/436254?tCode=WTC5_RSS01 Bankruptcy and restructuring Practice skills (Bankruptcy and restructuring) Private companies Employee benefits Executive compensation Taken from the Web Program Recorded May 1, 2025 in New YorkInsights into Troubled Companies Returning to Solvency [01:01:39]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:Describe legal issues associated with promoting and retaining turnaround management for troubled companies returning to solvencyIllustrate incentive techniques for interim managers who may only stay as long as it takes to achieve the turnaround.Better identify specific design, implementation and communication issues Courtney H. Benenson, Stephanie Bollheimer, Marissa J. Holob The 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 Bankruptcy (February 9, 2025)Marissa J. HolobPresentation MaterialInsights into Troubled Companies Returning to SolvencyCourtney 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 436254 436254 98 G3042 1:01:39 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/436260?tCode=WTC5_RSS01 Corporate restructuring Management buyouts Private companies Executive compensation Private equity funds Taken from the Web Program Recorded May 1, 2025 in New YorkRollover, Rollover, Send Management Right Over [00:59:47]This panel will provide perspectives on compensation practices associated with management rollovers. After attending this panel, attendees will be able to understand the drivers associated with management rollovers and:Gain insights on broad market-wide and sector-related trendsAssess what may be relevant for both individual and corporate playersRecognize recent trendsHeather L. Coleman, Kyoko Takahashi Lin, Rohit A. Nafday The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sullivan & Cromwell LLP, Federal Agencies Begin to Implement and Expand on DEI Executive Orders (February 7, 2025)Heather L. ColemanSullivan & Cromwell LLP, Texas District Court Addresses Fiduciary Duty and Conflict of Interest in 401(k) Plan Investments (February 5, 2025)Heather L. ColemanSullivan & Cromwell LLP, President Trump Acts to Roll Back DEI Initiatives (January 22, 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 436260 436260 98 G3042 0:59:47 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/436257?tCode=WTC5_RSS01 Private companies Executive compensation Practice skills (Employee benefits) Employment taxes Income tax Taken from the Web Program Recorded May 1, 2025 in New York“$409A,000 Pyramid”: A Game Show [01:03:55]This “competitive” session 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:Consider interpretative challenges to Section 409A in “close call” or under difficult factsAnticipate competing arguments in the application of facts to lawRecognize important steps in structuring that may bear important resultsSheri 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, Arthur H. Kohn, Steven W. Rabitz and Emily K. Davidson, Internal Revenue Code Section 409A, Summary and OutlineSheri P. Adler,Arthur H. Kohn,Steven W. RabitzPresentation Material“$409A,000 Pyramid”: A Game ShowSheri 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 436257 436257 98 G3042 1:03:55 https://www.pli.edu/programs/cool-compensation-considerations-for-the-private-company/436251?tCode=WTC5_RSS01 Corporate law Private companies Employment agreements Practice skills (Securities and other financial products) Tax Taken from the Web Program Recorded May 1, 2025 in New YorkHarmony or Counterpoint? Negotiating Executive Agreements in the Private Company Space [01:15:17]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:Recognize the key elements of a successful outcomeSummarize the major challenges of each of the parties as they come to the tableExplain potential roadblocks and explore possibilities to break through and reach “harmony” even through counterpointSandra W. Cohen, Jean M. McLoughlin The 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. CohenPaul, Weiss, Rifkind, Wharton & Garrison LLP, Client Memorandum, California Non-Compete Laws Take Effect (January 26, 2024)Jean M. McLoughlinPaul, Weiss, Rifkind, Wharton & Garrison LLP, Client Memorandum, SEC Approves Clawback Listing Standards; Listed Companies Have Until December 1, 2023 to Adopt Compliant Policies (June 12, 2023)Jean M. McLoughlinPoint and Counterpoint: Negotiating Executive Agreements in the Private Company Space (PowerPoint slides)Sandra W. Cohen,Jean M. McLoughlinPresentation MaterialHarmony or Counterpoint? Negotiating Executive Agreements in the Private Company SpaceSandra W. Cohen, Jean M. Mcloughlin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436251 436251 98 G3042 1:15:17 https://www.pli.edu/programs/employment-law-update--navigating-layoffs-in-california-and-nationally/437661?tCode=WTC5_RSS01 Employment and labor Employees Negotiation (Dispute resolution) Settlement (Dispute resolution) Taken from the Web Program Recorded May 1, 2025 in San FranciscoEmployment Law Update: Navigating Layoffs in California and Nationally [01:05:26]After completing this program, participants will be able to understand:Recent trends in layoffs, with a focus on sectors like tech, higher education, and government.Legal strategies for supporting laid-off clients, including severance agreement review and litigation versus settlement.Practical tips for laid-off employees on benefits, reputation management, and severance negotiations.Legal compliance and best practices for HR in handling layoffs, with a focus on empathy and clear communication.Hilary Benham-Baker, Julia StephanidesPresentation MaterialAssembly Bill No. 1076, Chapter 828Hillary Benham-Baker, Julia StephanidesSenate Bill No. 699, Chapter 157Hillary Benham-Baker, Julia StephanidesSeverance Agreement ChecklistHillary Benham-Baker, Julia Stephanides Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437661 437661 98 G5478 1:05:26 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/436233?tCode=WTC5_RSS01 Antitrust Horizontal agreements Antitrust litigation Regulation, compliance, and enforcement (Antitrust) Taken from the Web Program Recorded April 30 - May 1, 2025 in New YorkRelationships Among Competitors: Lawful Collaborations, Unreasonable Restraints and Cartels [00:55:41]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 and Daniel Lichtenauer, Cartels and Other Horizontal Relationships (March 10, 2025)Jennifer B. PattersonPresentation MaterialRelationships Among Competitors: Lawful Collaborations, Unreasonable Restraints and Cartels PPTJennifer B. Patterson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436233 436233 98 G3055 0:55:41 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/436230?tCode=WTC5_RSS01 Antitrust Anticompetitive practices Monopolization Regulation, compliance, and enforcement (Antitrust) Taken from the Web Program Recorded April 30 - May 1, 2025 in New YorkCurrent Issues in Monopolization [01:14:55]This session will discuss Section 2 of the Sherman Act and identify recent developments regarding Section 2 claims. After completing this session, participants will be able to:                  Identify who is at risk for a claim under Section 2Review important monopoly case law updates, including DOJ/Google and other new tech sector cases and decisionsEvaluate evolving approaches to assessing claims of monopoly power in a relevant marketDetermine whether the standards for “anticompetitive conduct” are changingAssess digital platforms, two-sided markets, and Section 2Evaluate the future of Section 2 civil enforcement by the DOJ, FTC, and state AGsDiscuss remedies for Section 2 violations, including behavioral injunctions and divestitureDaniel 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, Gibson, Dunn & Crutcher LLP, Sherman Act Section 2: Monopolization, Attempted Monopolization, and Conspiracy to Monopolize (2025)Daniel G. SwansonPresentation MaterialCurrent Issues in Monopolization PPTDaniel G. Swanson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436230 436230 98 G3055 1:14:55 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/436215?tCode=WTC5_RSS01 Antitrust Antitrust investigations Antitrust violations Merger review Regulation, compliance, and enforcement (Antitrust) Taken from the Web Program Recorded April 30 - May 1, 2025 in New YorkEnforcement Issues and Opportunities for Antitrust Practitioners [01:15:45]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: William H. Efron, Amy McFarlaneThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Memorandum Opinion and Order, Ryan LLC v. Federal Trade Commission, No. 3:24-CV-00986-E (N.D. Tex. 2024)Samantha F Hynes,Jennifer B. PattersonU.S. Department of Justice, Antitrust Division and the Federal Trade Commission, Merger Guidelines (December 18, 2023)Samantha F Hynes,Jennifer B. PattersonU.S. Department of Justice, Memorandum, Use of 2023 Merger Guidelines (February 18, 2025)Samantha F Hynes,Jennifer B. PattersonPresentation MaterialEnforcement Issues and Opportunities for Antitrust Practitioners PPTWilliam H. Efron, Amy McFarlane, Heather S. Nyong’o Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436215 436215 98 G3055 1:15:45 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/436209?tCode=WTC5_RSS01 Antitrust Regulation, compliance, and enforcement (Antitrust) Technology Taken from the Web Program Recorded April 30 - May 1, 2025 in New YorkNavigating Ethical Pitfalls: Essential Guidance for Antitrust Practitioners [01:02:29]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 MaterialAntitrust Ethics: AI and E-Discovery Concerns HandoutMorgan Feder, Amy McFarlaneNavigating Ethical Pitfalls: Essential Guidance for Antitrust PPTMorgan Feder, Amy McFarlane Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436209 436209 98 G3055 1:03:11 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/436212?tCode=WTC5_RSS01 Antitrust Regulation, compliance, and enforcement (Antitrust) Taken from the Web Program Recorded April 30 - May 1, 2025 in New YorkThe Revival of the Robinson-Patman Act: Understanding the New Landscape [00:56:40]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 new enforcement actions by the Federal Trade CommissionYehudah L. BuchweitzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Yehudah L. Buchweitz, Robert W. Taylor, Charles Gehnrich and Arlinda Shehu, The Resurgence of Robinson-Patman Act Price Discrimination Claims and Government Enforcement (February 28, 2025)Yehudah L. BuchweitzRobinson-Patman Act, 15 U.S.C.A. § 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, 2014 WL 4794112 (F.R.) (September 29, 2014)Samantha F Hynes,Jennifer B. PattersonPresentation MaterialTHE RESURGENCE OF ROBINSON-PATMAN ACT PRICE DISCRIMINATION CLAIMS AND GOVERNMENT ENFORCEMENT.Yehudah L. BuchweitzThe Revival of the Robinson-Patman Act: Understanding the New Landscape PPTYehudah L. Buchweitz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436212 436212 98 G3055 0:57:22 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/436224?tCode=WTC5_RSS01 Antitrust Merger review Merger guidelines Mergers and acquisitions Regulation, compliance, and enforcement (Corporate law) Taken from the Web Program Recorded April 30 - May 1, 2025 in New YorkAntitrust Considerations in Acquisitions and Mergers [00:59:18]This session will provide an overview of the latest developments in merger enforcement. After completing this session, participants will be able to: Advise clients on the new requirements under the revised HSR FormBetter 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 transactionsUnderstand 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:U.S. Department of Justice, Antitrust Division and the Federal Trade Commission, Merger Guidelines (December 18, 2023)Samantha F Hynes,Jennifer B. PattersonPresentation MaterialAntitrust Considerations in Acquisitions and Mergers PPTSamantha F. HynesAntitrust Developments During the Presidential TransitionSamantha F. HynesDoJ and FTC Issue Final Merger GuidelinesSamantha F. HynesFTC Substantially Changes HSR FormSamantha F. HynesNew HSR Form Imposes Substantial Additional Burdens on Filing PartiesSamantha F. Hynes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436224 436224 98 G3055 0:59:18 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/436227?tCode=WTC5_RSS01 Antitrust Regulation, compliance, and enforcement (Antitrust) Class actions Taken from the Web Program Recorded April 30 - May 1, 2025 in New YorkAntitrust Class Action Developments [01:00:24]This session will focus on key legal developments in antitrust class action litigation. After completing this session, participants will have a greater understanding ofThe resurgence of Robinson-Patman Act enforcement: what it means for antitrust class actionsLitigation fundingThe globalization of antitrust class actionsLab Corp litigationKarin Garvey, Rosa M. MoralesPresentation MaterialAntitrust Class Action Developments PPTKarin Garvey, Rosa M. MoralesAppendix A HandoutKarin Garvey, Rosa M. MoralesAppendix B HandoutKarin Garvey, Rosa M. MoralesLabcorp Handout 1Karin Garvey, Rosa M. MoralesLabcorp Handout 2Karin Garvey, Rosa M. MoralesLabcorp Handout 3Karin Garvey, Rosa M. MoralesLabcorp Handout 4Karin Garvey, Rosa M. Morales Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436227 436227 98 G3055 1:00:24 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/436218?tCode=WTC5_RSS01 Antitrust Vertical restraints Regulation, compliance, and enforcement (Antitrust) Taken from the Web Program Recorded April 30 - May 1, 2025 in New YorkNew Frontiers in Vertical Restraints, “Exclusionary Contracts” and Resale Price Maintenance [01:00:54]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: What changes to expect following the election in how U.S. antitrust enforcers at the federal level scrutinize vertical restraints.How the DOJ’s win in Google search impacts potential scrutiny of exclusive dealing in other contexts.How the allegations in the Google AdTech case and in FTC v. Amazon compare to more traditional case law on 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 2025)Craig G. FallsPresentation MaterialNew Frontiers in Vertical Restraints, “Exclusionary Contracts” and Resale Price Maintenance PPTCraig G. Falls Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436218 436218 98 G3055 1:00:54 https://www.pli.edu/programs/developments-in-antitrust-law--regulation/436221?tCode=WTC5_RSS01 Antitrust Regulation, compliance, and enforcement (Antitrust) Intellectual property Regulation, compliance, and enforcement (Intellectual property) Patents Taken from the Web Program Recorded April 30 - May 1, 2025 in New YorkCurrent Legal Problems at the Interface of IP Law and Competition Law [01:01:59]This session will provide an overview of the historical tensions between intellectual property and antitrust laws, and discuss current issues at the intersection of these practice areas.  After completing this session, participants will be able to:                    Review governmental interest in patent enforcementTrump Administration policies and objectives vs. Biden AdministrationDOJ and Congressional initiatives regarding digital technology companiesGovernmental role regarding Standards Essential Patents (SEPs)State challenges to patent enforcement and collusive settlementsConsider whether patent licensing and enforcement activities raise antitrust concernsConsider whether and when patent rights and copyrights are “exhausted”Evaluate governmentalal and Supreme Court hostility toward patent enforcementDefine collaborative negotiations for patent licenses, licensee collusion and coordinated defensesUnderstand how Actavis lives on through patent litigation settlements involving drug patentsRecognize bad faith enforcement and/or infringement of patentsRobert P. TaylorThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Intersection of Intellectual Property Law and Antitrust Law (2025)Robert P. TaylorPresentation MaterialCurrent Legal Problems at the Interface of IP Law and Competition Law PPTRobert P. TaylorIntellectual Property Law v. Competition Law 2025Robert P. Taylor Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436221 436221 98 G3055 1:01:59 https://www.pli.edu/programs/pretrial-practice/436161?tCode=WTC5_RSS01 Evidence Pleadings (Litigation) Practice skills (Litigation) Pre-trial procedure Witnesses Taken from the Web Program Recorded April 29, 2025 in New YorkResponding to a Complaint [01:01:54]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. RubinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Responding to a Complaint (Substantive Outline)David A. Crichlow,Margaret McQuadePresentation 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 436161 436161 98 G3086 1:01:54 https://www.pli.edu/programs/pretrial-practice/436152?tCode=WTC5_RSS01 Discovery Practice skills (Litigation) Pre-trial procedure Expert witnesses Daubert standard Taken from the Web Program Recorded April 29, 2025 in New YorkUse of Experts [01:00:46]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, George G. GordonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Siobhan K. Ray, Ch. 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, George G. Gordon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436152 436152 98 G3086 1:00:46 https://www.pli.edu/programs/pretrial-practice/436164?tCode=WTC5_RSS01 Evidence Pleadings (Litigation) Practice skills (Litigation) Pre-trial procedure Witnesses Taken from the Web Program Recorded April 29, 2025 in New YorkPreparing to File a Lawsuit [01:07:12]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. Robert W. Lehrburger, Steven R. Schindler, John M. Toriello, Michaela L. Wallin, The purchase price of this Web Program segment includes the following article from the Course Handbook available online:John M. Toriello, Olivia Calamia and James Toohey, Navigating Federal Courts: Practical and Strategic Considerations for Commencing an Action (Updated March 2025)John M. TorielloPresentation MaterialPreparing to File a Lawsuit PowerPointHon. Robert W. Lehrburger, Ellen T. Noteware, Steven R. Schindler, John M. Toriello Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436164 436164 98 G3086 1:07:54 https://www.pli.edu/programs/pretrial-practice/436149?tCode=WTC5_RSS01 Mediation Settlement (Dispute resolution) Practice skills (Litigation) Pre-trial procedure Taken from the Web Program Recorded April 29, 2025 in New YorkPretrial Settlement Considerations [01:01:17]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, 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 14, 2024)Jonathan J. Ross,David G. KeykoPresentation MaterialPretrial Settlement Considerations PowerPointMarla Alhadeff, Hon. Michael A. Hammer, 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 436149 436149 98 G3086 1:01:17 https://www.pli.edu/programs/pretrial-practice/436158?tCode=WTC5_RSS01 Discovery Motions (Litigation) Practice skills (Litigation) Pre-trial procedure Summary judgments Taken from the Web Program Recorded April 29, 2025 in New YorkPretrial Practice: Preliminary Remedies, Summary Judgment Motions and Discovery [01:16:12]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 demandsHon. Stewart D. Aaron, Robert S. Fischler, Amanda Freyre, Paul M. (Tad) O’Connor IIIThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Preliminary Injunctions and Temporary Restraining Orders (Updated January 2025)Robert S. FischlerPresentation MaterialPreliminary Remedies, Summary Judgment Motions and Discover PowerPointHon. Stewart D. Aaron, Robert S. Fischler, Amanda Freyre, Paul M. "Tad" O'Connor III Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436158 436158 98 G3086 1:16:12 https://www.pli.edu/programs/pretrial-practice/436155?tCode=WTC5_RSS01 Discovery Depositions Practice skills (Litigation) Pre-trial procedure Witnesses Taken from the Web Program Recorded April 29, 2025 in New YorkDepositions Dos and Don'ts [01:01:03]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 depositionsHon. Sarah L. Cave, Amy Conners, David G. KeykoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Taking and Defending Depositions, Simpson Thacher & Bartlett LLP (March 6, 2018)Bryce L. Friedman,David G. KeykoPresentation MaterialDepositions Dos and Don'ts PowerPointHon. Sarah L. Cave, Amy Conners, David G. Keyko Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436155 436155 98 G3086 1:01:03 https://www.pli.edu/programs/cannabis-law-business-fundamentals/436143?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Health care Taken from the Web Program Recorded April 29, 2025 in San FranciscoFederal Framework Possibilities: Government Approaches to the Cannabis Industry [01:03:41]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, Kelly D. Fair, Jason Horst, Moderator: Rebecca Stamey-WhiteThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Request for Reconsideration in Light of New Evidence, In the Matter of Schedules of Controlled Substances: Proposed Rescheduling of Marijuana, United States Department of Justice, DEA Docket No. 1362, Hearing Docket No. 24-44 (January 6, 2025)Rebecca Stamey-WhiteOrder Regarding Village Farms International, Hemp for Victory, and OCO, et al.’s Motion to Reconsider, In the Matter of Schedules of Controlled Substances: Proposed Rescheduling of Marijuana, United States Department of Justice, DEA Docket No. 1362, Hearing Docket No. 24-44 (January 13, 2025)Rebecca Stamey-WhiteComplaint and Request for Declaratory and Injunctive Relief, Heldreth v. DEA, No. 2:24-cv-1817-KKE (W.D. Wash. 2024)Rebecca Stamey-WhiteRenée Johnson, Congressional Research Service, Insight, Hemp Provisions in the House Farm Bill and FY2025 Agriculture Appropriations Bill, IN12381 (June 17, 2024)Rebecca Stamey-WhiteDepartment of Justice, Drug Enforcement Administration, Schedules of Controlled Substances: Rescheduling of Marijuana, 89 Fed. Reg. 44597, No. 99 (To Be Codified at 21 CFR pt. 1308) (May 21, 2024)Rebecca Stamey-WhitePresentation MaterialFederal Framework Possibilities: Government Approaches to the Cannabis IndustryPamela Epstein, Kelly D. Fair, Jason M. Horst Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436143 436143 98 G3694 1:03:41 https://www.pli.edu/programs/cannabis-law-business-fundamentals/436137?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Health care Attorney substance use disorder Taken from the Web Program Recorded April 29, 2025 in San FranciscoSubstance Abuse and Competence Issues for Lawyers Advising Regulated Industries [01:01:04]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 Young, Moderator: Shabnam MalekThe 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, Rules 3.240–3.247 (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 436137 436137 98 G3694 1:01:04 https://www.pli.edu/programs/cannabis-law-business-fundamentals/436146?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Health care Taken from the Web Program Recorded April 29, 2025 in San FranciscoThe Current Legal Cannabis Landscape: An Overview [00:59:29]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.Pamela Epstein, Jerrico Perez, Gillian Schauer, Moderator: Eric BerlinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Cannabis Regulators AssociationGillian SchauerCannabis Regulators Association, Best Practices and Guidelines for Regulating Cannabinoids for Safety (May 5, 2024)Gillian SchauerCannabis Regulators Association, Cannabinoid Hemp: An Overview (2023)Gillian SchauerCannabis Regulators Association, An Overview of Regulatory Challenges for Cannabinoid Hemp (2023)Gillian SchauerPresentation MaterialThe Current Legal Cannabis Landscape: An OverviewEric P. Berlin, Pamela Epstein, Jerrico Perez, Gillian Schauer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436146 436146 98 G3694 0:59:29 https://www.pli.edu/programs/cannabis-law-business-fundamentals/436128?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Ethics and professional responsibility Health care Taken from the Web Program Recorded April 29, 2025 in San FranciscoEthics of Advising in Emerging Areas [01:00:53]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.Fatima Afia, Ryan Little, Tyler Klimas, Moderator: Rebecca Stamey-WhiteThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Massachusetts Board of Bar Overseers, News Release, BBO/OBC Policy on Legal Advice on Marijuana (March 29, 2017)Fatima Afia,Ryan Little,Tyler KlimasSummary Chart of All 50 States Re: Ethics Authority (March 2025)Fatima Afia,Ryan Little,Tyler KlimasNathaniel L. Nathanson, Administrative Discretion in the Interpretation of Statutes, 3 Vanderbilt Law Review 470 (1950), available at: https://scholarship.law.vanderbilt.edu/vlr/vol3/iss3/8Rebecca Stamey-WhiteAaron J. Saiger, Agencies’ Obligation to Interpret the Statute, 69 Vand. L. Rev. 1231 (2016), available at: https://ir.lawnet.fordham.edu/faculty_scholarship/890Rebecca Stamey-WhiteThe New York State Bar Association, Attorney Professionalism Forum: Recreational Marijuana (October 13, 2021)Fatima Afia,Ryan Little,Tyler KlimasThe State Bar of California, Standing Committee on Professional Responsibility and Conduct, Formal Opinion No. 2020-202Fatima Afia,Ryan Little,Tyler KlimasCalifornia Department of Public Health, Office of Regulations, DPH-24-005E-Emergency Regulations for Serving Size, Age, and Intoxicating Cannabinoids for Industrial Hemp (October 3, 2024)Rebecca Stamey-WhiteU.S. Food and Drug Administration, News Release, FDA Issues Warning Letters to Companies Illegally Selling CBD and Delta-8 THC Products (May 4, 2022)Rebecca Stamey-WhiteNew York State Bar Association, Committee on Professional Ethics, Opinion 1225 (July 8, 2021)Fatima Afia,Ryan Little,Tyler KlimasState of Nevada, Cannabis Compliance Board, Notice to Licensees, Update to Monopoly Analysis (July 8, 2022)Fatima Afia,Ryan Little,Tyler KlimasSelected State Bar Association Policies and OpinionsShabnam Malek,Rebecca Stamey-WhitePresentation MaterialEthics of Advising on Emerging AreasFatima Afia, Tyler Klimas, Ryan Little Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436128 436128 98 G3694 1:01:35 https://www.pli.edu/programs/cannabis-law-business-fundamentals/436131?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Intellectual property Trademarks Regulation, compliance, and enforcement (Intellectual property) Trade secrets Taken from the Web Program Recorded April 29, 2025 in San FranciscoIntellectual Property (“IP”) Portfolios in the Cannabis Industry [01:04:18]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 Katsin, Luke ZimmermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Benefits of Obtaining State Trademark Registrations for Cannabis Businesses, Marijuana Venture (January 30, 2025)Nicole A. KatsinPresentation MaterialIntellectual Property (“IP”) Portfolios in the Cannabis IndustryDale C. Hunt, Nicole Katsin, Luke Zimmerman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436131 436131 98 G3694 1:04:18 https://www.pli.edu/programs/cannabis-law-business-fundamentals/436134?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Health care Arbitration Health care litigation Taken from the Web Program Recorded April 29, 2025 in San FranciscoMastering Advanced Contract Drafting: Navigating Evolving Litigation Landscapes [01:03:42]This segment explores contract drafting as the litigation landscape evolves. After completing this session, participants will be able to:Understand best practices in contract drafting after 10 years of relationships, diligence, contracts, and disputes.Analyze the diligence process and how to evaluate potential partners in the supply chan.Learn about the movement of money and fees in agreements between partners in markets historically grappling with accounts receivables and accounts payable.Understand mandatory arbitration versus leaving disputes in the courts.Analyze indemnity and shifting liability in an industry with product liability exposure.Understand compliance with law provisions for a federally unlawful or state unlawful substance.Lara DeCaro, Nicole Howell, Kimberly R. SimmsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Dispute Resolution Provision (March 2025)Hilary Bricken,Lara L. DeCaroIndian Hills Holdings, LLC v. Frye, No. 3:20-cv-00461-BEN-AHG (S.D. Cal. 2021)Hilary Bricken,Lara L. DeCaroThe Cnty. of Riverside v. Hucana Tr., No. E078588 (Cal. Ct. App. 2023)Hilary Bricken,Lara L. DeCaroMann v. Gullickson, No. 15-cv-03630-MEJ (N.D. Cal. 2016)Hilary Bricken,Lara L. DeCaroYan Hong Zeng v. Casimir-Shelton, LLC, No. 56396-7-11 (Wash. Ct. App. 2022)Hilary Bricken,Lara L. DeCaroPraetorian Glob. v. EEL River Organics, LLC, No. A164245 (Cal. Ct. App. 2022)Hilary Bricken,Lara L. DeCaroCCH Acquisitions, LLC v. J&J&D Holdings, LLC, Civil Action No. 2:23-cv-2983 (S.D. Ohio 2025)Hilary Bricken,Lara L. DeCaroOne Triple Two, LLC v. Divel, Civil Action No. 22-2027-BAH (D. Md. 2024)Hilary Bricken,Lara L. DeCaroNext Step Advisors LLC v. True Harvest Holdings Inc., No. CV-22-01680-PHX-SPL (D. Ariz. 2022)Hilary Bricken,Lara L. DeCaroPresentation MaterialMastering Advanced Contract Drafting: Navigating Evolving Litigation LandscapesLara L. DeCaro, Nicole Howell, Kimberly R. Simms Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436134 436134 98 G3694 1:04:24 https://www.pli.edu/programs/cannabis-law-business-fundamentals/436140?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Commercial law) Corporate law Mergers and acquisitions Health care Health care litigation Taken from the Web Program Recorded April 29, 2025 in San FranciscoState of the Market from In-House: M&A, Litigation, Regulatory Environment [00:59:56]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.Anthony Almaz, Judith Schvimmer, Moderator: Marc HauserThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Great Wall of Debt, Cannabis Musings (October 17, 2024), available at: https://cannabismusings.substack.com/p/cannabis-musings-october-17-2024Marc HauserAntitrust. It’s Back, Cannabis Musings (February 18, 2025), available at: https://cannabismusings.substack.com/p/cannabis-musings-february-18-2025Marc HauserCanna Provisions Gets Its Day in Appellate Court, Cannabis Musings (December 10, 2024), available at: https://cannabismusings.substack.com/p/cannabis-musings-december-10-2024Marc HauserVireo Is Both a Buyer and a Seller, Cannabis Musings (December 18, 2024), available at: https://cannabismusings.substack.com/p/cannabis-musings-december-18-2024Marc HauserGTI’s Curious Agrify Transactions, Cannabis Musings (November 6, 2024), available at: https://cannabismusings.substack.com/p/cannabis-musings-november-6-2024Marc HauserSomething of an Answer on GTI x Agrify, Cannabis Musings (November 13, 2024), available at: https://cannabismusings.substack.com/p/cannabis-musings-november-13-2024Marc HauserPresentation MaterialState of the Market from In-House: M&A, Litigation, Regulatory EnvironmentAnthony Almaz, Marc Hauser, Judith Schvimmer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436140 436140 98 G3694 0:59:56 https://www.pli.edu/programs/national-security-101-part-ii/436658?tCode=WTC5_RSS01 Taken from the Web Program Recorded April 29, 2025 in New YorkNational Security “101”: Part II [01:14:03]Presentation MaterialFact Sheet: Disruptive Technology Strike Force Efforts in First Year to Prevent Sensitive Technology from Being Acquired by Authoritarian Regimes and Hostile Nation-StatesNational Security “101”: Part II PowerPointSalt Typhoon Hacks of Telecommunications Companies and Federal Response Implications Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436658 436658 98 G5353 1:14:03 https://www.pli.edu/programs/compliance--ethics-essentials/436098?tCode=WTC5_RSS01 Corporate ethics Regulation, compliance, and enforcement (Corporate law) Gatekeepers In-house counsel (Ethics and professional responsibility) Taken from the Web Program Recorded April 28 - 29, 2025 in ChicagoLegal Ethics for Compliance Lawyers and Compliance Officers [01:01:02]This segment will explore the ethical obligations of compliance lawyers and compliance professionals. Upon completion of this session, participants will be able to:Understand the intersection of compliance and ethics as part of an attorney or compliance officer gatekeeper roleIdentify which compliance program communications can (and should) be privilegedConsider ethics in program activities, such as risk and program assessment and investigationsIdentify potential conflicts between legal and compliance professional ethicsEthics CreditTheodore L. BanksThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Considerations in Antitrust: Professional and Substantive, Selected Background Information on Legal Ethics and AntitrustTheodore L. BanksPresentation MaterialSegment PowerPoint: Legal Ethics for Compliance Lawyers and Compliance OfficersTheodore L. Banks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436098 436098 98 G3131 1:01:44 https://www.pli.edu/programs/compliance--ethics-essentials/436113?tCode=WTC5_RSS01 Corporate ethics Corporate social responsibility Regulation, compliance, and enforcement (Corporate law) Anti-corruption due diligence Taken from the Web Program Recorded April 28 - 29, 2025 in ChicagoSocial Responsibility and Third Party Risk Management [00:57:11]This session will explore the compliance risks and controls related to social responsibility and third party risk management. After completing this session, participants will be able to:Develop effective social responsibility policies and proceduresIdentify effective procedures for conducting third party due diligenceImplement appropriate controls directed at suppliers, agents, and other third partiesSkills credit for NY AttorneysCFE Field of Study: Fraud Sarah R. Iles, Liisa M. ThomasThe 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)Theodore L Banks,Rebecca WalkerPresentation MaterialSegment PowerPoint: Social Responsibility and Third Party Risk ManagementSarah Iles, Liisa M. Thomas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436113 436113 98 G3131 0:57:53 https://www.pli.edu/programs/compliance--ethics-essentials/436123?tCode=WTC5_RSS01 Board of directors Chief compliance officers Regulation, compliance, and enforcement (Corporate law) Employment training Taken from the Web Program Recorded April 28 - 29, 2025 in ChicagoCompliance Board Oversight and Program Structure: Program Authority and Independence [01:06:28]This panel will explore effective compliance program structures and the board’s responsibilities 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 organizationFacilitate effective Board oversight and support of the Compliance ProgramMarta I. Carreira-Slabe, Kristopher KeysThe 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”), available at: https://ideasandanswers.com/enhancing-board-oversight-of-compliance-programs-a-strategic-guide-for-directors/Rebecca WalkerBoard Resolutions: Strengthening Compliance Programs, Compliance and Ethics: Ideas & Answers (January 29, 2024), available at: https://ideasandanswers.com/board-resolutionsstrengthening-compliance-programs/Rebecca WalkerBoard Oversight, Compliance and Ethics: Ideas & Answers (September 25, 2023), available at: https://ideasandanswers.com/ia-board-oversight/Rebecca WalkerPresentation MaterialSegment PowerPoint: Compliance Board Oversight and Program Structure: Program Authority and IndependenceMarta I. Carreira-Slabe, Kristopher KeysSegment PowerPoint: Compliance Board Oversight and Program Structure: Program Authority and IndependenceTheodore L. Banks Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436123 436123 98 G3131 1:07:10 https://www.pli.edu/programs/compliance--ethics-essentials/436104?tCode=WTC5_RSS01 Corporate ethics Risk management (Corporate governance) Regulation, compliance, and enforcement (Corporate law) Taken from the Web Program Recorded April 28 - 29, 2025 in ChicagoCompliance Risk Assessment [01:00:57]This session provides practical tools for assessing and mitigating compliance risks. After completing this session, participants will be able to:Apply effective methodologies for compliance risk assessmentsReport on the risk assessment processIdentify and mitigate common pitfalls in risk assessmentsSkills credit for NY Attorneys CFE Field of Study: FraudThomas Giltrow, Jennifer HandaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Quick but Never Dirty Risk Mapping, Compliance and Ethics: Ideas & Answers (October 9, 2023), available at: https://ideasandanswers.com/quick-but-not-dirtyrisk-mapping/.Rebecca WalkerKwamina Thomas Williford, Ch. 4: Risk Assessment and Gap Analysis, Practising Law Institute, Corporate Compliance Answer Book (2024 Edition) (October 2023)Theodore L Banks,Rebecca WalkerPresentation MaterialHandout: Board PerspectivesThomas Giltrow, Jennifer HandaSegment PowerPoint: Compliance Risk AssessmentThomas Giltrow, Jennifer Handa Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436104 436104 98 G3131 1:00:57 https://www.pli.edu/programs/compliance--ethics-essentials/436110?tCode=WTC5_RSS01 Corporate ethics Risk management (Corporate governance) Regulation, compliance, and enforcement (Corporate law) Internal investigations (Corporate law) Employment training Taken from the Web Program Recorded April 28 - 29, 2025 in ChicagoHelplines, Investigations and Responding to Misconduct [00:59:05]The session addresses strategies for encouraging reporting, conducting investigations, and responding to suspected misconduct. Upon completing this session, participants will be able to:Manage effective helplines and create a robust non-retaliation policyIdentify best practices in conducting internal investigations.Address the fear of retaliationSkills credit for NY AttorneysCFE Field of Study: FraudScott R. Lassar, Daniel Raker, Kristofer SwansonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Internal InvestigationsScott R. LassarRoot Cause Analysis: Driving Continuous Improvement, Compliance and Ethics: Ideas & Answers (February 3, 2025), available at: https://ideasandanswers.com/root-cause-analysis-driving-continuous-improvementRebecca WalkerEffective Root Cause Analysis of Compliance Violations, Toolkit, Compliance and Ethics: Ideas & Answers, available at: https://ideasandanswers.com/root-cause-analysis-driving-continuous-improvementRebecca Walker Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436110 436110 98 G3131 0:59:05 https://www.pli.edu/programs/compliance--ethics-essentials/436120?tCode=WTC5_RSS01 Corporate ethics Corporate governance Chief compliance officers Risk management (Corporate governance) Regulation, compliance, and enforcement (Corporate law) Taken from the Web Program Recorded April 28 - 29, 2025 in ChicagoThe Evolving Role and Responsibilities of the Chief Compliance Officer [00:59:27]Through the exploration of real-world hypothetical scenarios, this session will address the evolving role and responsibilities of the Chief Compliance Officer. After this session, attendees will have explored:Addressing common challenges and obstacles that compliance officers faceEffectiveness across functions and throughout the enterpriseThe role of the compliance program in monitoring those risk areas that are “owned” by other functions Ilana Shulman, Gretchen A. WinterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Commissioner Hester M. Pierce, Statement, Chief Compliance Officer Liability: Statement on In the Matter of Hamilton Investment Counsel LLC and Jeffrey Kirkpatrick (July 1, 2022), available at: www.sec.govTheodore L Banks,Rebecca WalkerSwipe Right for Compliance: Finding the Perfect CCO, Compliance and Ethics: Ideas & Answers (April 2024), available at: https://ideasandanswers.com/compliance-andethics-articles/Rebecca WalkerPresentation MaterialSegment PowerPoint: The Evolving Role and Responsibilities of the Chief Compliance OfficerIlana Shulman, Gretchen A. Winter Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436120 436120 98 G3131 0:59:27 https://www.pli.edu/programs/compliance--ethics-essentials/436117?tCode=WTC5_RSS01 Corporate ethics Corporate governance Regulation, compliance, and enforcement (Corporate law) Employment training Artificial intelligence Taken from the Web Program Recorded April 28 - 29, 2025 in ChicagoCompliance Codes, Policies, Training and Communications [01:01:13]This segment will highlight the critical importance of clear codes of conduct, effective compliance policies and impactful training and communications. After completing this session, participants will be able to:Identify best practices in codes of conduct and compliance policiesImplement best practices in compliance training, including role-based and just-in-time training techniquesImpact corporate culture with compliance training and communicationsInclude Artificial Intelligence (AI) agents in compliance training (Chicago only)Skills credit for NY Attorneys Kirsten Liston, 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), available at: https://ideasandanswers.com/policy-governance-whichcompliance-policies-should-be-enterprise-wide-in-scope/Rebecca WalkerSteven D. Gordon, Ch. 2: Implementation of an Effective Compliance and Ethics Program, Practising Law Institute, Corporate Compliance Answer Book (2024 Edition) (October 2023)Theodore L Banks,Rebecca WalkerPresentation MaterialSegment PowerPoint: Compliance Codes, Policies, Training and CommunicationsKirsten Liston, Gene StavrouSegment PowerPoint: Compliance Codes, Policies, Training and CommunicationsKirsten Liston, Gene Stavrou Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436117 436117 98 G3131 1:01:13 https://www.pli.edu/programs/compliance--ethics-essentials/436101?tCode=WTC5_RSS01 Corporate ethics Regulation, compliance, and enforcement (Corporate law) Ethical issues (Ethics and professional responsibility) Professional conduct Regulation, compliance, and enforcement (Ethics and professional responsibility) Taken from the Web Program Recorded April 28 - 29, 2025 in ChicagoIntegrity Builds Trust: What? So What? And Now What? [00:59:45]This session will explore how fostering a culture of integrity at an organization builds trust from employees and the public. After completing this session, participants will be able to:Comply with ABA Rule 8.4 – Maintaining the Integrity of the ProfessionImplement the elements of trust – Ability, Benevolence, and IntegrityUnderstand the business case for trust and compliance – trustworthy companies outperform non-trustworthy companies by 2.5 timesQuestion the connection between professional skepticism and moral meltdowns – Where Were the lawyers? Where was compliance?1990’s - Enron2000’s – Bernie Madoff2010’s – Theranos2020’s - FTXPaul E. FiorelliThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:What Is Values-Based Leadership and Why Should We Care? Establishing Workplace Integrity: Six Lessons in Values-Based Leadership, Business Expert Press (April 4, 2024)Paul E. FiorelliPresentation MaterialSegment PowerPoint: Integrity Builds Trust: What? So What? And Now What?Paul E. Fiorelli Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436101 436101 98 G3131 0:59:45 https://www.pli.edu/programs/compliance--ethics-essentials/436107?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Information, data, and knowledge management (Legal operations) Metrics and analytics (Legal operations) Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 28 - 29, 2025 in ChicagoArtificial Intelligence and Data Analytics in E&C Programs [01:00:56]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:Leverage AI and data analytics to enhance compliance programsUnderstand the critical role of data in complianceCreate a road map for AI and data analytics strategiesIAPP Privacy credit for Privacy ProfessionalsCFE Field of Study: Fraud  Cybersecurity, Privacy and Data Protection - General credit in NY Matthew Galvin, John J. SardarThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Patrick Dundas, Ch. 18: Legal Data Analytics, Practising Law Institute, Knowledge Management & Innovation: A Manual for Law Firms and Other Legal Services Organizations (November 2023)Theodore L Banks,Rebecca WalkerPresentation MaterialSegment PowerPoint: Artificial Intelligence and Data Analytics in E&C ProgramsMatthew Galvin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436107 436107 98 G3131 1:00:56 https://www.pli.edu/programs/advanced-adr---mass-arbitration/438145?tCode=WTC5_RSS01 Dispute resolution Arbitration Taken from the Web Program Recorded April 28, 2025 in New YorkAdvanced ADR – Mass Arbitration [01:23:14]After completing this program, viewers will be able to answer or address:What types of cases is the AAA seeing?What trends?Types of claims?Case numbersDiscussion on recently decided cases. Where are we now? Which cases are most impactful?What sort of mass arbitration clauses might be most at risk for being overturned under the current case law?Where do we go from here? Better drafted clauses? Is there a clause out there that “solves” mass arbitration reasonably well for both sides?Different administrative rules?Back to court?Pre-arbitration dispute resolution mechanisms, ODR?Myriam Gilles, Rick Hammond, Adam Shoneck, Christian VandergeestPresentation Material5-Star General Store v. American Express Company, F.Supp.3d (2024) 120 Fed.R.Serv.3d 542Myriam GillesAmerican Arbitration Association, 2024 Infographic: Mass Arbitration - Consumer & EmploymentRick HammondHeckman v. Live Nation Ent., Inc., 120 F.4th 670 (9th Cir. 2024)Myriam GillesJones v. Starz Ent., LLC, 129 F.4th 1176 (9th Cir. 2025)Myriam GillesPandolfi v. AviaGames, Inc., No. 23-cv-05971-EMC, 2024 WL 4051754 (N.D. Cal. Sept. 4, 2024)Myriam GillesUniversity of Pennsylvania Law Review, Arbitration’s UnravelingMyriam GillesWallrich v. Samsung Elecs. Am., Inc., 106 F.4th 609 (7th Cir. 2024)Myriam Gilles Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438145 438145 98 G5454 1:23:14 https://www.pli.edu/programs/securities-litigation/435946?tCode=WTC5_RSS01 Discovery Motions (Litigation) Securities litigation Summary judgments Expert witnesses Taken from the Web Program Recorded April 28, 2025 in New YorkProsecuting and Defending the Civil Action: Class Certification, Fact Discovery, and Experts in Securities Litigation [01:03:55]Panelists will discuss class certification, fact discovery, and expert discovery in a civil securities matter. After completing this session, participants will be able to:Follow recent developments in class certification standardsImplement strategies for fact discoverySelect, prepare, and present an expertCraft an effective summary judgment motionPanel Leader: Jonathan K. YoungwoodPanelists: Brian Fryd, Linton Mann III, Melinda A. Nicholson, Marjorie TruwitThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Stephen Blake, Craig Waldman and Jonathan K. Youngwood, Simpson Thacher & Bartlett LLP, Harvard Law School Forum on Corporate Governance, Securities Law Alert: Year in Review (February 28, 2025)Jonathan K. YoungwoodA&O Shearman, Judge Dismisses Most of SEC’s Suit Against SolarWinds over Cybersecurity Disclosures (August 1, 2024)Lyle RobertsSlip Copy, Patel v. Koninklijke Philips N.V., 2024 WL 4265758, No. 21-cv-4606 (ERK) (MMH) (E.D.N.Y. Sept. 23, 2024)Emma GilmorePresentation MaterialProsecuting and Defending the Civil Action?Brian Fryd, Linton Mann III, Melinda A. Nicholson, Marjorie Truwit, Jonathan K. YoungwoodHypothetical - Mama's Organic Apples Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435946 435946 98 G3225 1:03:55 https://www.pli.edu/programs/securities-litigation/435937?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Discovery Securities litigation Witnesses Taken from the Web Program Recorded April 28, 2025 in New YorkEthical Issues in Complex Securities Litigation [01:00:26]Panelists will discuss ethical issues that arise in complex securities litigation matters. After completing this session, participants will be able to:Recognize ethical issues that arise when selecting the forum and interactions between plaintiff and defendant groupsMeet professional obligations regarding the retention of discovery materialsUnderstand ethical issues raised by obtaining and using confidential witness statementsSpot potential liability for lawyers in securities casesPanel Leader: Lyle RobertsPanelists: Kyla Grant, Geoffrey J. Ritts, Dana M. SeshensThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Stephen Blake, Craig Waldman and Jonathan K. Youngwood, Simpson Thacher & Bartlett LLP, Harvard Law School Forum on Corporate Governance, Securities Law Alert: Year in Review (February 28, 2025)Jonathan K. YoungwoodShearman & Sterling, Third Circuit Holds That the PSLRA Mandates Sanctions for Violations of Rule 11 of the Federal Rules of Civil Procedure (April 18, 2023)Lyle RobertsPresentation MaterialEthical Issues in Complex Securities LitigationKyla Grant, Geoffrey J. Ritts, Lyle Roberts, Dana M. SeshensHypothetical - Mama's Organic Apples Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435937 435937 98 G3225 1:01:08 https://www.pli.edu/programs/securities-litigation/435940?tCode=WTC5_RSS01 Litigation Motions (Litigation) Securities litigation Trial Jury trials Taken from the Web Program Recorded April 28, 2025 in New YorkSecurities Litigation: Trial of the Civil Action [00:59:42]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 effective evidenceSee defendants’ perspectives in defending the securities caseRecognize special considerations for cases governed by Private Securities Litigation Reform ActPanel Leader: Jonathan K. YoungwoodPanelists: Andrew B. Clubok, Jordan Eth, Amanda M. MacDonald, Nicholas PorrittThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Stephen Blake, Craig Waldman and Jonathan K. Youngwood, Simpson Thacher & Bartlett LLP, Harvard Law School Forum on Corporate Governance, Securities Law Alert: Year in Review (February 28, 2025)Jonathan K. YoungwoodAdam Hakki and Matthew Craner, Ch.13: Trial of a Securities Class Action, Practising Law Institute, Securities Litigation: A Practitioner’s Guide (3rd Ed.) (October 2024)Anna T. PinedoPresentation MaterialTrial of the Civil ActionHypothetical - Mama's Organic Apples Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435940 435940 98 G3225 0:59:42 https://www.pli.edu/programs/securities-litigation/435943?tCode=WTC5_RSS01 Dispute resolution Mediation Negotiation (Dispute resolution) Settlement (Dispute resolution) Securities litigation Taken from the Web Program Recorded April 28, 2025 in New YorkSeeking Resolution: Strategies in Mediation and Settlement of the Securities Case [01:16:20]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 expertsRecognize D&O liability issuesPanel Leader: Michelle YoshidaPanelists: Jordan Milev, Ben Minard, Lyle Roberts, Katherine M. SindersonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Stephen Blake, Craig Waldman and Jonathan K. Youngwood, Simpson Thacher & Bartlett LLP, Harvard Law School Forum on Corporate Governance, Securities Law Alert: Year in Review (February 28, 2025)Jonathan K. YoungwoodCornerstone Research, Securities Class Action Settlements: 2023 Review and AnalysisMelinda A. NicholsonPresentation MaterialMediation and SettlementJordan Milev, Ben Minard, Lyle Roberts, Katherine M. Sinderson, Michelle YoshidaHypothetical - Mama's Organic Apples Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435943 435943 98 G3225 1:16:20 https://www.pli.edu/programs/securities-litigation/435952?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 28, 2025 in New YorkSecurities Litigation – The Investigation: Recent Developments in Coordinating Requests from Government Regulators [01:03:36]Panelists will discuss recent developments in internal investigations and 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: Mei Lin Kwan-Gett, Adam S. Hakki, Brad S. Karp, Jonathan R. TuttleThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Stephen Blake, Craig Waldman and Jonathan K. Youngwood, Simpson Thacher & Bartlett LLP, Harvard Law School Forum on Corporate Governance, Securities Law Alert: Year in Review (February 28, 2025)Jonathan K. YoungwoodA Substantial Treat, The 10b-5 Daily (January 29, 2025), available at: https://10b5daily.com/2025/01/29/a-substantialtreat/Lyle RobertsPresentation MaterialThe InvestigationAdam S. Hakki, Brad S. Karp, Mei Lin Kwan-Gett, Jonathan R. Tuttle, Jonathan K. YoungwoodHypothetical - Mama's Organic Apples Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435952 435952 98 G3225 1:03:36 https://www.pli.edu/programs/securities-litigation/435949?tCode=WTC5_RSS01 Motions (Litigation) Pleadings (Litigation) Pre-trial procedure Securities litigation Taken from the Web Program Recorded April 28, 2025 in New YorkCommencement of a Civil Action: Recent Developments in Filing the Complaint, Preparing the Motion to Dismiss, and Coordinating Multiple Securities Litigation Actions [01:02:02]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 securities lawCoordinate multi-district actionsPanel Leader: Lyle RobertsPanelists: Karin A. DeMasi, Emma Gilmore, Daniella Quitt, Robert SternThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Stephen Blake, Craig Waldman and Jonathan K. Youngwood, Simpson Thacher & Bartlett LLP, Harvard Law School Forum on Corporate Governance, Securities Law Alert: Year in Review (February 28, 2025)Jonathan K. YoungwoodStephen Blake, Craig Waldman and Jonathan K. Youngwood, Simpson Thacher & Bartlett LLP, 2nd Circuit Ruling Reaffirms Short-Swing Claims Have Standing (August 14, 2024)Jonathan K. YoungwoodJoining The Club, The 10b-5 Daily (June 18, 2024), available at: https://10b5daily.com/2024/06/18/joining-the-club/Lyle RobertsA Substantial Treat, The 10b-5 Daily (January 29, 2025), available at: https://10b5daily.com/2025/01/29/a-substantialtreat/Lyle RobertsCompare and Contrast, The 10b-5 Daily (February 18, 2025), available at: https://10b5daily.com/2025/02/18/compare-andcontrast/Lyle RobertsA Risky Campaign, The 10b-5 Daily (February 25, 2025), available at: https://10b5daily.com/2025/02/25/a-riskycampaign/Lyle RobertsA&O Shearman, Judge Dismisses Most of SEC’s Suit Against SolarWinds over Cybersecurity Disclosures (August 1, 2024)Lyle RobertsSlip Copy, Patel v. Koninklijke Philips N.V., 2024 WL 4265758, No. 21-cv-4606 (ERK) (MMH) (E.D.N.Y. Sept. 23, 2024)Emma GilmorePresentation MaterialCommencement of a Civil ActionKarin A. DeMasi, Emma Gilmore, Daniella Quitt, Lyle Roberts, Robert SternHypothetical - Mama's Organic Apples Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435949 435949 98 G3225 1:02:02 https://www.pli.edu/programs/private-equity-forum/436064?tCode=WTC5_RSS01 Private equity Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Ethics and professional responsibility Professional conduct Taken from the Web Program Recorded April 28 - 29, 2025 in New YorkCybersecurity, Privacy and Data Protection Ethics Issues in Private Equity [01:01:48]This panel will discuss the legal ethical obligations regarding the protection of electronic data and communication when working with private equity firms and their portfolios. After completing this session, participants will be able to:Recall sources of lawyers’ ethical obligations and professional responsibilities and their application to electronic data and communicationImplement legal ethics best practices when managing cybersecurity concernsKnow how to avoid breaches, and what to do when one occursKaylee Bankston, Annmarie Giblin, Jeffrey Gorton, Katherine D. Hanniford, Leigh RovzarThe 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, White House Releases Executive Order to Strengthen and Promote Cybersecurity Innovation (January 17, 2025)Lindsey L. WiersmaMorrison & Foerster, 2023 Global Crisis Management Benchmarking ReportKaylee BankstonMorrison & Foerster, Client Alert, An Unprecedented Cross-Border Data Regulatory Regime Version 3.0: Department of Justice Issues Final Rule Regulating Bulk Sensitive Data Transfers (January 7, 2025)Kaylee Bankston Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436064 436064 98 G3167 1:01:48 https://www.pli.edu/programs/private-equity-forum/436076?tCode=WTC5_RSS01 Private equity Corporate litigation Securities litigation Taken from the Web Program Recorded April 28 - 29, 2025 in New YorkPrivate Equity Litigation Update [00:59:21]This panel will discuss a variety of recent litigation matters relevant to private equity attorneys. After completing this session, participants will be able to:Extrapolate lessons from recent litigation impacting private equity funds and the firms that sponsor themBetter understand the Delaware and Cayman Islands partnership law updatesGain insight into recent anti-trust and HSR developmentsAssess recent anti-money laundering and related cases and the lessons thereinDavid R. Brenneman, David A. Harris, Robert A. Johnston, James MurrieThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Morris Nichols Arsht & Tunnell, Memorandum, Thirty Years Later—Why Corporations Continue to Choose Delaware: General Perspectives and Thoughts on Proposed Amendments (February 18, 2025)David A. HarrisMorris Nichols Arsht & Tunnell, Mergers & Acquisitions—A Delaware Checklist (February 2025)David A. HarrisPaul, Weiss, Rifkind, Wharton & Garrison LLP, Client Memorandum, Fifth Circuit Vacates Private Fund Adviser Rule (June 7, 2024)Lindsey L. WiersmaPresentation MaterialSegment PowerPoint: Private Equity Litigation UpdateDavid R. Brenneman, David A. Harris, Robert Johnston, James Murrie Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436076 436076 98 G3167 1:00:03 https://www.pli.edu/programs/private-equity-forum/436073?tCode=WTC5_RSS01 Private equity Private equity funds Equity funds Taken from the Web Program Recorded April 28 - 29, 2025 in New YorkFund Terms and Trends [00:59:06]This panel will address the evolving market for private equity terms, and the trends attorneys saw in 2024 and 2025. After completing this session, participants will be able to:Better understand the private equity fund terms that attorneys frequently encounter in today’s industryIdentify the challenges of fundraising in the current market environmentRecognize the current trends in fundraisingAlexander Argyris, Jennifer McGroarty, Andrea J. Schwartzman, 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, PE Fundraising at a Glance (Q4 2024) (February 6, 2025)Lindsey L. WiersmaPaul, Weiss, Rifkind, Wharton & Garrison LLP, PE Fundraising at a Glance (Q3 2024) (October 18, 2024)Lindsey L. WiersmaPaul, Weiss, Rifkind, Wharton & Garrison LLP, PE Fundraising at a Glance (Q2 2024) (July 30, 2024)Lindsey L. Wiersma Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436073 436073 98 G3167 0:59:06 https://www.pli.edu/programs/private-equity-forum/436061?tCode=WTC5_RSS01 Private equity Tax Taken from the Web Program Recorded April 28 - 29, 2025 in New YorkUpper Tier Terms [01:00:12]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 entityGiulianna K. Ruiz, Sumana Setty, Katie A. St. Peters, Lindsey L. WiersmaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Morgan Lewis, Fundamentals of Fund Formation: Structuring the Upper TierDavid R. Brenneman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436061 436061 98 G3167 1:00:54 https://www.pli.edu/programs/private-equity-forum/436058?tCode=WTC5_RSS01 Private equity Taken from the Web Program Recorded April 28 - 29, 2025 in New YorkGP-Led Secondaries in the Private Equity Marketplace [01:00:02]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 roadLana Castor, Corey A. Dietrich, Isabel K.R. Dische, Daniel SchusterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Fadi G. Samman, Krishna R. Skandakumar and Amanda Amelia Butler-Jones, Akin Gump Strauss Hauer & Feld LLP, Managing and Mitigating Conflicts of Interests in GP-Led Transactions (November 2, 2022)Corinne C. Musa Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436058 436058 98 G3167 1:00:44 https://www.pli.edu/programs/private-equity-forum/436079?tCode=WTC5_RSS01 Private equity Taken from the Web Program Recorded April 28 - 29, 2025 in New YorkFund Finance [01:07:50]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, Todd N. Bundrant, Corinne C. Musa, Lindsey L. WiersmaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kiel A. Bowen and Jennifer A. Kratochvil, Mayer Brown Insights, Evolving Competitor Definitions in Fund Finance (January 21, 2025)Todd N. BundrantKiel A. Bowen, Jonathan R. Rosaluk and Magdalena I.S. Schenone, Mayer Brown Insights, Tips for New Fund Finance Professionals (December 10, 2024)Todd N. BundrantMark C. Dempsey, Magdalena I.S. Schenone and Kristin M. Rylko, Mayer Brown Insights, Beginner’s Glossary to Subscription Finance (December 10, 2024)Todd N. BundrantPresentation MaterialSegment PowerPoint: Fund FinanceAshley Belton Gold, Todd N. Bundrant, Corinne C. Musa Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436079 436079 98 G3167 1:07:50 https://www.pli.edu/programs/private-equity-forum/436067?tCode=WTC5_RSS01 Private equity Regulation, compliance, and enforcement (Securities and other financial products) Equity instruments Taken from the Web Program Recorded April 28 - 29, 2025 in New YorkSEC Regulatory Developments in the Private Equity Industry [01:02:42]This panel will address regulatory developments from the SEC during the last year. After completing this session, participants will be able to:Improve their understanding of the SEC’s Marketing RuleReview recent SEC enforcement actions and exam positionsDevelop best practices based on the trends identified in the SEC’s exam developments over the past yearAshleigh Brogan, Gregory T. Larkin, James M. Leahy, Ryan P. SwanThe 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 2025 Examination Priorities (October 21, 2024)Lindsey L. WiersmaDavis Polk, Client Update, Investment Management & Funds Regulatory Update (February 2025)Sijia CaiDavis Polk, Client Update, SEC & CFTC Enforcement Update (December 2024–January 2025)Sijia CaiDavis Polk, Client Update, Investment Management & Funds Regulatory Update (January 2025)Sijia CaiPresentation MaterialCourse Handout: Investment Adviser Marketing RevisitedJames M. LeahyCourse Handout: MNPI ManagementJames M. LeahyCourse Handout: Regulation S-P AmendmentsJames M. Leahy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436067 436067 98 G3167 1:02:42 https://www.pli.edu/programs/private-equity-forum/436070?tCode=WTC5_RSS01 Private equity Taken from the Web Program Recorded April 28 - 29, 2025 in New YorkRetailization in the Private Equity Industry [01:03:39]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 and regulatory constraints on the expansion of the retail client base in private equityDevelop strategies to keep up with this growing trendVadim Avdeychik, Jeremy R. Berry, Whitney A. Chatterjee, Matthew B. GoldsteinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gregg Beechey, Zac Mellor-Clark and Nishkaam Paul, Fried Frank, Client Memorandum, ELTIF 2.0 (March 2, 2023)Jeremy R. BerryLatham & Watkins LLP, Blog, SEC Explores Regulatory Changes to Make It Easier to Raise Capital, Invest in Private Funds, and Be a Public Company (February 27, 2025)Andrea J. SchwartzmanPresentation MaterialSegment PowerPoint: Retailization in the Private Equity IndustryJeremy R. Berry, Whitney Chatterjee, Matthew B. Goldstein, Christopher P. Healey, Sheena Paul Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436070 436070 98 G3167 1:03:39 https://www.pli.edu/programs/how-counsel-and-advisors-help-their-clients-prepare-for-and-respond-to-a-crisis/438142?tCode=WTC5_RSS01 Law practice management Attorney-client relations Legal representation Taken from the Web Program Recorded April 24, 2025 in New YorkHow Counsel and Advisors Help Their Clients Prepare for and Respond to a Crisis [01:08:00]Introductions of speakers and description of overall agenda (5 mins)Be Prepared for Crisis (20 mins)What to do When Crisis Hits (10 mins)Law Firm/Client Responsibilities (5 mins)Communications Response (10 mins)Board and Senior Management responsibilities (5 mins)Overall Tips and wrap up (5 mins)Douglass Maynard, Cari RobinsonPresentation MaterialIn a Crisis, Think, Plan, and Practice Before You SpeakCari Robinson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 438142 438142 98 G5448 1:08:00 https://www.pli.edu/programs/prison-law/436052?tCode=WTC5_RSS01 Civil rights litigation Prison litigation Public interest law and pro bono Taken from the Web Program Recorded April 24, 2025 in New YorkSolitary Confinement [01:02:25]This presentation will discuss solitary confinement and latest developments. After completing this session, participants will be able to:Recognize how solitary confinement is used and sample laws and regulations that limit or prohibit its useStrategize about how to represent clients in solitary confinementConsider litigation challenges and ways to overcome those challengesReview pro bono opportunitiesMolly Biklen, Ellen DunnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Selected Excerpts of the New York Correction Law, as Amended by the Humane Alternatives to Long-Term Solitary Confinement Act (“HALT”)Molly BiklenDecision and Order, Fields v. Martuscello III, No. 902997-23 (N.Y. 2024)Molly BiklenVerified Amended Class Petition and Complaint, Fields v. Annucci, No. 902997-23 (N.Y. 2023)Molly BiklenVerdict Sheet, Williams v. O’Gorman, No. 9:20-cv-01417-BKS-TWD (N.D.N.Y. 2024)Ellen M. DunnJury Instructions, Williams v. O’Gorman, No. 9:20-cv-01417-BKS-TWD (N.D.N.Y. 2024)Ellen M. DunnPresentation Material3. Solitary Confinement (PowerPoint Slides)Molly Biklen, Ellen M. Dunn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436052 436052 98 G3146 1:02:25 https://www.pli.edu/programs/prison-law/436048?tCode=WTC5_RSS01 Education Civil rights litigation Public interest law and pro bono Taken from the Web Program Recorded April 24, 2025 in New YorkEmerging Issues in Juvenile Justice [01:00:53]This presentation will explore emerging issues in juvenile justice. After completing this session, participants will be able to:Review best practices for communicating with or interviewing juvenile clients to build rapport and get information about conditions and treatmentIdentify education developments for juvenile clients who intersect with the carceral systemConsider litigation strategies and obstacles when advocating for juvenile clients with respect to harm in facilitiesExplore national issues, trends, and solutionsLisa Freeman, Malik PickettThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Emerging Issues in Conditions of Confinement on Behalf of Youth (February 2025)Lisa Freeman,Malik PickettPresentation Material5. Emerging Issues in Conditions of Confinement on Behalf of Youth (PowerPoint Slides)Lisa Freeman, Malik Pickett Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436048 436048 98 G3146 1:00:53 https://www.pli.edu/programs/prison-law/436046?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Civil rights litigation Taken from the Web Program Recorded April 24, 2025 in New YorkEthical Considerations When Representing Incarcerated Clients [01:01:49]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 obligationsPeter A. Kempner, Stephanie TaylorThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Considerations When Representing Incarcerated Clients (February 2025)Peter Kempner,Stephanie TaylorPresentation Material6. Ethical Considerations When Representing Incarcerated Clients (PowerPoint Slides)Peter A. Kempner, Stephanie Taylor Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436046 436046 98 G3146 1:01:49 https://www.pli.edu/programs/prison-law/436054?tCode=WTC5_RSS01 Civil rights litigation Class actions Public interest law and pro bono Taken from the Web Program Recorded April 24, 2025 in New YorkClass Action Litigation in the Prison and Jail Context [01:01:52]This presentation will address class action litigation in the prison and jail context. After completing this session, participants will be able to:Consider key issues in prison and jail class actionsWho to sueRemedies soughtUnderstand obstacles and how to overcome themThe PLRAClass certification issuesManaging communication issuesRule 68Discuss best practices in class action litigationWorking with incarcerated clientsMultiple plaintiffs/Rule 68Discovery issues and timingExpert witnessesSettlement issuesNotice plan issuesAttorneys’ fees issuesPost-settlement monitoring and court-appointed monitorsEric Hecker, Su Ming YehThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Class Action Litigation in the Prison and Jail Context (Outline) (February 2025)Eric Hecker,Su Ming YehSettlement Stipulation, Miller, et al. v. City of New York, No. 1:21-cv-02616-PKC (S.D.N.Y. 2023)Eric HeckerSelect Court Materials, Chimenti, et al. v. Pennsylvania Department of Corrections, et al., No. 15-3333 (E.D. Pa. 2018)Su Ming YehSelect Court Materials, Remick, et al. v. City of Philadelphia, No. 20-cv-1959 (E.D. Pa. 2022)Su Ming YehSelect Court Materials, Victory, et al. v. Berks County, 18 Civ. 5170 (E.D. Pa.)Su Ming YehPresentation Material2. Class Action in the Prison and Jail Context (PowerPoint Slides)Eric Hecker, Su Ming Yeh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436054 436054 98 G3146 1:02:34 https://www.pli.edu/programs/prison-law/436050?tCode=WTC5_RSS01 Incarcerated individuals Immigration and naturalization Civil rights litigation Prison litigation Public interest law and pro bono Taken from the Web Program Recorded April 24, 2025 in New YorkPrivatization of Prisons, Jails, Detention Facilities, and Related Services and the Impact on Incarcerated and Detained Persons and Their Families [01:02:12]This presentation will address the privatization of prisons and detention facilities. After completing this session, participants will be able to:Understand key legal principles, claims, and remedies, and recent developments in litigation and advocacy involving private entities in carceral facilitiesRecognize issues that can arise when representing clients who are in for-profit prisons or detention centers or who receive privatized servicesReview special issues for the population impacted by privatization including consequences of companies filing for bankruptcyImplement strategies to maximize discovery of corporate policies and financial documentsEunice Cho, Jackie Aranda OsornoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Prison Law: Private Prisons (February 2025)Eunice ChoPrison Law: Special Issues Relating to Bankruptcy (February 2025)Jackie Aranda OsornoPresentation Material4. Privatization of Prisons, Jails, Detention Facilities, and Related Services (PowerPoint Slides)Eunice Cho, Jackie Aranda Osorno Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436050 436050 98 G3146 1:02:12 https://www.pli.edu/programs/prison-law/436056?tCode=WTC5_RSS01 Civil rights litigation Prison litigation Public interest law and pro bono Taken from the Web Program Recorded April 24, 2025 in New YorkPrison and Jail Litigation Fundamentals [01:06:08]This presentation will address prison and jail litigation basics. After this session, participants will be able to:Consider key issues to look for at plaintiff-side intakeIdentify elements of the most common claimsSummarize limitation on relief and most common defensesUnderstand Prison Litigation Reform Act (PLRA) key limitations and requirementsDiscuss best practices for advocating for people in custodyReview potential roles for pro bono attorneysNia Holston, Robert M. QuackenbushThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Prison and Jail Litigation Fundamentals (February 2025)Nia Holston,Robert M. QuackenbushPrison and Jail Litigation Fundamentals: Course Materials (February 2025)Nia Holston,Robert M. QuackenbushPresentation Material1. Prison and Jail Litigation Fundamentals (PowerPoint Slides)Nia Holston, Robert M. Quackenbush Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436056 436056 98 G3146 1:06:09 https://www.pli.edu/programs/appellate-advocacy/435409?tCode=WTC5_RSS01 Appeals Appellate advocacy Practice skills (Litigation) Legal writing, drafting, and negotiation Taken from the Web Program Recorded April 23, 2025 in New YorkAppellate Advocacy: Effective and Persuasive Brief Writing [01:01:12]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 435409 435409 98 G3062 1:01:12 https://www.pli.edu/programs/appellate-advocacy/435406?tCode=WTC5_RSS01 Appellate advocacy Oral arguments Practice skills (Litigation) Communication skills (Career development) Taken from the Web Program Recorded April 23, 2025 in New YorkAppellate Advocacy: Preparing for and Delivering the Oral Argument [00:59:54]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 435406 435406 98 G3062 0:59:54 https://www.pli.edu/programs/appellate-advocacy/435403?tCode=WTC5_RSS01 Appeals Appellate advocacy Appellate courts Appellate procedure Trial Taken from the Web Program Recorded April 23, 2025 in New YorkAppellate Advocacy: Strategic Choices in Trial Courts, Discretionary Review Proceedings, and the View from the Bench [01:46:47]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 counselJosh HalpernSeeking 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 curiaeHyland Hunt, John E. RobertsThe 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. Alison J. NathanPresentation MaterialStrategic Choices in Trial Courts PowerPointJosh Halpern Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435403 435403 98 G3062 1:46:47 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/435314?tCode=WTC5_RSS01 Capital markets Regulation, compliance, and enforcement (Corporate law) Gatekeepers Ethical issues (Ethics and professional responsibility) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 22, 2025 in New YorkEthics for Capital Markets Practitioners [01:00:31]Panelists will provide guidance on ethical issues for global capital market practitioners. After completing this program participants will be able to:Manage ethical issues in client relationshipsConduct opinion practice in a global environmentUnderstand the role of counsel as gatekeeper – navigating the ethical boundaries in global offeringsConsider the ethical consequences of transaction structures and outcomesRob EvansThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Standards of Professional Conduct for Attorneys Appearing and Practicing Before the Commission in the Representation of an Issuer, 17 CFR Ch. II, Part 205 (4-1-21 Edition)Robert EvansExcerpt of New York Rules of Professional Conduct, Rules 1.0–1.4, 1.6–1.7, 1.9, 1.10, 1.13, 1.16, 1.18, 4.1 & 4.2 (Effective April 1, 2009)Robert EvansPresentation MaterialEthics in Global Capital MarketsRobert Evans III Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435314 435314 98 G3226 1:01:13 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/435317?tCode=WTC5_RSS01 Capital markets Regulation, compliance, and enforcement (Corporate law) Cross-border investigations Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 22, 2025 in New YorkEnforcement Developments in Global Capital Offerings [00:58:24]Panelists will provide guidance on the trends and expectations for global capital markets and the SEC’s regulatory agenda. After completing this program participants will be able to:Liability risk considerations in global offeringsGlobal FCPA developmentsManaging regulatory actions in a global environmentBest practices in cross-border investigationsCaitlyn M. Campbell, Jonathan H. HechtThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Current Developments in the Division of Corporation Finance of the U.S. Securities and Exchange Commission (February 2025)David M. LynnSagar K. Ravi, et al., McDermott Will & Emery, SEC Faces Headwinds in SolarWinds Cybersecurity Litigation, but Public Companies and CISOs Still Under Scrutiny (July 24, 2024)Caitlyn M. CampbellJulian L. André, et al., McDermott Will & Emery, International Legal Highlights (Spring 2024)Caitlyn M. CampbellChristopher Grobbel, et al., Goodwin Procter LLP, Insight, SEC Outlook: Potential Updates Under Nominated Chairman Atkins (February 7, 2025)David M. LynnPresentation MaterialEnforcement DevelopmentsCaitlyn M. Campbell, Jonathan H. Hecht Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435317 435317 98 G3226 0:59:06 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/435320?tCode=WTC5_RSS01 Financial capital Financial markets Capital markets Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 22, 2025 in New YorkA Global Perspective on Corporate Governance [01:01:38]Panelists will provide guidance on global corporate governance considerations. After completing this program participants will be able to:Understand the spotlight on board diversity and refreshmentComply with recent regulatory measures focused on corporate governanceFollow ESG demands and responsesManage the global governance landscape from an in-house perspectiveJoseph P. Babits, Sonia Gupta Barros, Lona NallengaraThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Current Developments in the Division of Corporation Finance of the U.S. Securities and Exchange Commission (February 2025)David M. LynnMehrnaz Jalali, Rana Ozer and Seth Popick, Cozen O’Connor, ALM Law.com, The Legal Intelligencer, Expert Opinion, Key Updates for Annual Reports on Form 10-K for Public Companies (January 28, 2025)Katayun I. JaffariMehrnaz Jalali and Rana Ozer, Cozen O’Connor, ALM Law.com The Legal Intelligencer, Commentary, Navigating the SEC’s Focus on AI Disclosures (October 28, 2024)Katayun I. JaffariKatayun I. Jaffari, Merhnaz Jalali and John Crozier, Cozen O’Connor, ALM Law.com, The Legal Intelligencer, Commentary, 2024 Proxy Season Highlights: Compensation Trends and Lessons Learned (September 24, 2024)Katayun I. JaffariRikisha Collins, Mehrnaz Jalali and Katayun I. Jaffari, Cozen O’Connor, ALM Law.com, The Legal Intelligencer, Commentary, Long-Awaited SEC Final Rules on Climate-Related Disclosures Face Legal Scrutiny (April 25, 2024)Katayun I. JaffariChristopher Grobbel, et al., Goodwin Procter LLP, Insight, SEC Outlook: Potential Updates Under Nominated Chairman Atkins (February 7, 2025)David M. LynnPresentation MaterialA Global Perspective on Corporate GovernanceJoseph P. Babits, Sonia Gupta Barros, Lona Nallengara Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435320 435320 98 G3226 1:01:38 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/435326?tCode=WTC5_RSS01 Financial capital Financial markets Capital markets Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 22, 2025 in New YorkHot Topics in Global Capital Markets [00:59:29]Panelists will provide guidance on hot topics in global capital markets. After completing this program participants will be able to:Discuss recent regulatory developments impacting capital markets transactionsUnderstand capital markets under a new SECCompare SEC views on offerings by companies from certain geographiesRecognize private offering developmentsBrittany D. Ruiz, Manuel Silva, Thomas W. YangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Current Developments in the Division of Corporation Finance of the U.S. Securities and Exchange Commission (February 2025)David M. LynnMehrnaz Jalali, Rana Ozer and Seth Popick, Cozen O’Connor, ALM Law.com, The Legal Intelligencer, Expert Opinion, Key Updates for Annual Reports on Form 10-K for Public Companies (January 28, 2025)Katayun I. JaffariMehrnaz Jalali and Rana Ozer, Cozen O’Connor, ALM Law.com The Legal Intelligencer, Commentary, Navigating the SEC’s Focus on AI Disclosures (October 28, 2024)Katayun I. JaffariKatayun I. Jaffari, Merhnaz Jalali and John Crozier, Cozen O’Connor, ALM Law.com, The Legal Intelligencer, Commentary, 2024 Proxy Season Highlights: Compensation Trends and Lessons Learned (September 24, 2024)Katayun I. JaffariRikisha Collins, Mehrnaz Jalali and Katayun I. Jaffari, Cozen O’Connor, ALM Law.com, The Legal Intelligencer, Commentary, Long-Awaited SEC Final Rules on Climate-Related Disclosures Face Legal Scrutiny (April 25, 2024)Katayun I. JaffariSagar K. Ravi, et al., McDermott Will & Emery, SEC Faces Headwinds in SolarWinds Cybersecurity Litigation, but Public Companies and CISOs Still Under Scrutiny (July 24, 2024)Caitlyn M. CampbellJulian L. André, et al., McDermott Will & Emery, International Legal Highlights (Spring 2024)Caitlyn M. CampbellChristopher Grobbel, et al., Goodwin Procter LLP, Insight, SEC Outlook: Potential Updates Under Nominated Chairman Atkins (February 7, 2025)David M. LynnPresentation MaterialHot Topics in Global Capital MarketsBrittany D. Ruiz, Manuel Silva, Thomas W. Yang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435326 435326 98 G3226 0:59:29 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/435323?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) Taken from the Web Program Recorded April 22, 2025 in New YorkGlobal Accounting Developments [01:01:54]Panelists will provide guidance on global accounting developments in capital markets. After completing this program participants will be able to:Follow IFRS developments around the worldGive practical advice for foreign private issuers using IFRSSpot key audit considerations in global capital marketsNew and upcoming accounting standards under IFRSGuilaine Saroul, Robert UhlThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:PwC, IFRS and US GAAP: Similarities and Differences (Updated December 2024)Guilaine SaroulChristopher Grobbel, et al., Goodwin Procter LLP, Insight, SEC Outlook: Potential Updates Under Nominated Chairman Atkins (February 7, 2025)David M. LynnPresentation MaterialGlobal Accounting DevelopmentsGuilaine Saroul, Robert Uhl Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435323 435323 98 G3226 1:02:36 https://www.pli.edu/programs/global-capital-markets--the-u.s.-securities-laws/435329?tCode=WTC5_RSS01 Financial capital Financial markets Capital markets Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded April 22, 2025 in New YorkGlobal Capital Markets Perspectives in 2025 [00:59:36]Panelists will provide perspectives on the trends and expectations for global capital markets and the SEC’s regulatory agenda. After completing this program participants will be able to:Recall a view from the SEC’s Division of Corporation FinanceAssess the state of capital markets in a global environmentUnderstand the SEC's international regulatory agendaIdentify areas of focus for issuers raising capital in global marketsFollow current trends in foreign offerings in the United StatesMichael D. Coco, Paul M. Dudek, Daniel L. Goelzer, David M. LynnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Current Developments in the Division of Corporation Finance of the U.S. Securities and Exchange Commission (February 2025)David M. Lynn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435329 435329 98 G3226 1:00:18 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435660?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoHot Topics in Partnership Taxation [00:45:18]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, Eric B. Sloan, Eric SolomonThe 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 OptionsNatalie Tucker,Monisha SantamariaPresentation MaterialHot Topics in Partnership TaxationBenjamin J. Applestein, 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 435660 435660 98 G3154 0:46:00 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435639?tCode=WTC5_RSS01 Corporate partnerships Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoThe Umbrellas of Subchapter K [01:00:12]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 The 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 MaterialThe Umbrellas of Subchapter KBenjamin J. Applestein, Corey M. Goodman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435639 435639 98 G3154 1:00:54 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435684?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoPartnership Formations and Special Issues – Extracting Value [01:01:00]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 199AUse the new Section 163(j) limitation on the deductibility of business interestNavigate certain partnership-related features of the Section 163(j) limitation on the deductibility of business interestBahar A. Schippel, 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 (May 2021)Jerald David August,Ronald A. Levitt,Stephen R. Looney Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435684 435684 98 G3154 1:01:42 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435651?tCode=WTC5_RSS01 Corporate partnerships International tax Cross-border M & A Tax Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoInternational Joint Venture Issues [01:30:09]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 rulesMorgan L. Klinzing, Wade Sutton, Melinda E. Harvey [Branch Chief, Office of the Associate Chief Counsel (International), Branch 2, 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 PartnershipsGreg W. FeathermanPresentation MaterialInternational Joint Venture IssuesMorgan L. Klinzing , Wade Sutton, Melinda E. Harvey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435651 435651 98 G3154 1:30:51 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435642?tCode=WTC5_RSS01 Corporate partnerships Oil and gas Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoPublic and Private Oil and Gas Partnerships [01:00:13]This session will address the rules and concepts governing oil and gas transactions. After completing this session, participants will be able to:Use Subchapter K to solve tax issues in contractual oil and gas joint venturesPlan around the fractional interest ruleIdentify the benefits of master limited partnerships (“MLPs”) in the oil and gas contextMichael Q. Cannon, Kevin M. RichardsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Ceiling Rule and Sales of Oil or Gas Partnership PropertyTimothy Chan,Beverly Katz,Eric LeeOut of the Pool! (and into the Partnership) (PowerPoint slides)Michael Q. Cannon,Kevin M. Richards,Ryan K. CarneyPresentation MaterialOut of the Pool! (and into the Partnership)Michael Q. Cannon, Kevin Richards Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435642 435642 98 G3154 1:00:55 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435663?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Insurance Partnership tax Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoTax Insurance in Joint Ventures and Partnership Transactions [00:45:12]This panel will discuss tax insurance and its various products, examine relevant case studies, and address the underwriting process for obtaining a tax insurance policy. After completing this session, participants will be able to:List the benefits of obtaining tax insurance in the joint venture/partnership/corporate and REIT areasIdentify situations where tax insurance is a viable option to mitigate risk resulting from known tax issues in the partnership M&A contextGuide clients through the process of obtaining tax insurancePatrick J. Browne Jr., Diana S. Doyle, John D. RayisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tax Insurance in Joint Ventures and Partnership Transactions (January 15, 2025)Patrick J. Browne,John D. RayisShifting Tax Risks: Transactional Insurance Trends and RationaleDiana S. Doyle,Michael B. ZuckerPresentation MaterialTax Liability InsurancePatrick J. Browne, Diana S. Doyle, John D. Rayis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435663 435663 98 G3154 0:45:54 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435645?tCode=WTC5_RSS01 Corporate partnerships Hedge funds Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoTax Planning for Hedge Funds [01:00:20]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 15, 2025)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 435645 435645 98 G3154 1:01:02 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435696?tCode=WTC5_RSS01 Tax Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoSubchapter K: “The Big Picture” [01:02:20]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. WarrenThe 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 CodeCharles 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 435696 435696 98 G3154 1:03:02 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435693?tCode=WTC5_RSS01 Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoAllocation and Distribution Provisions [01:29:18]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, Angela Rohman RussoThe 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-LowryTarget Allocations: The Swiss Army Knife of Drafting (Good for Most Situations—But Don’t Bet Your Life on It)Todd D. GolubAllocation and Distribution Provision Part Two (PowerPoint slides)Todd D. Golub,Beverly KatzPresentation MaterialAllocation and Distribution ProvisionsTodd D. Golub, Angela Rohman Russo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435693 435693 98 G3154 1:30:00 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435648?tCode=WTC5_RSS01 Private equity Corporate partnerships Private equity funds Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoTopside Planning for, and Passthrough Investments by, Private Equity Funds [01:00:09]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 strategiesRachel L. Cantor, David H. Schnabel, Eric B. SloanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Private Equity M&ATodd Gluth,Eric B. SloanPresentation MaterialPassthrough Investments by Private Equity FundsRachel L. Cantor, David H. Schnabel, Eric B. Sloan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435648 435648 98 G3154 1:00:51 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435654?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoBBA Partnership Audit Rules in the Transactional Context [01:15:30]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 apply Jennifer M. Black, Megan L. Brackney, Kate Kraus The purchase price of this Web Program segment includes the following article from the Course Handbook available online:BBA: The Regime of Partnership Choices, Part 1Jennifer M. BlackBBA: The Regime of Partnership Choices, Part 2Jennifer M. BlackThe Imputed Underpayment: Treating Adjustments as Zero Under the BBAJennifer M. BlackBBA: Adjustments to ‘Nonmoney’ NumbersJennifer M. BlackBBA Indemnities May Result in Double TaxationKate KrausPartnership Administrative Adjustment Requests (AARs) Are Dangerous (April 2020; Updated November 2022)Kate KrausPartnership Terminations and the Bipartisan Budget Act (Updated November 2024)Kate KrausLitigating BBA Modification Denials: Open Questions, Potential ChaosJennifer M. BlackDemystifying Administrative Adjustment RequestsJennifer M. BlackPractical Tips for Preparing an Administrative Adjustment RequestJennifer M. BlackThe Push-Out Election and AARs Might Not Get You Back to Kansas (Updated January 2024)Kate KrausTo Be or Not to Be: Inconsistent Treatment Under the BBA (January 6, 2025)Jennifer M. BlackChallenging the Validity of a Push-Out Election Under BBA: Is the Push-Out Election a PRI?Jennifer M. BlackChallenging the Validity of a Push-Out Election Under BBA: Forums for Review, Part 2Jennifer M. BlackChallenging the Validity of a Push-Out Election Under BBA: Passthrough Partners, Part 3Jennifer M. BlackPresentation MaterialBBA Partnership Audit Rules in the Transactional ContextJennifer M. Black, Megan L. Brackney, Kate Kraus Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435654 435654 98 G3154 1:16:12 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435678?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoThe Anti-Deferral Rules – Sections 707(a)(2), 704(c)(1)(B), 731(c), and 737 [00:59:35]This panel will explore some of the more challenging provisions of Subchapter K, including the disguised sale rules of Section 707(a)(2), the anti-mixing bowl rules of Sections 704(c)(1)(B) and 737, and the marketable securities rules of Section 731(c). After completing this session, participants will be able to:Identify planning opportunities presented by Sections 707, 704(c)(1)(B), 731(c) and 737Recognize traps for the unwary created by the “anti-deferral” rulesDistinguish between a good leveraged partnership and a bad leveraged partnershipDidi Borden, Lea Malewitz, Eric B. SloanThe 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?Karen C. BurkePresentation MaterialThe Anti-Deferral Rules – Sections 707(a)(2), 704(c)(1)(B), 731(c), and 737Didi Borden, Lea Malewitz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435678 435678 98 G3154 1:00:17 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435687?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoBasis Issues Including Allocation of Liabilities [01:29:46]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 regulationsSean M. Austin, Phillip W. DeSalvoThe 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 LiabilitiesSean M. Austin, Morgan W. Holtman, Phillip W. DeSalvoPartnership Formations and Special Issues – Extracting ValueSean M. Austin, Morgan W. Holtman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435687 435687 98 G3154 1:30:28 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435675?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoAdjustments to the Basis of Partnership Assets (Sections 734, 743, and 754) [01:02:08]This session will discuss some of the more complicated consequences of partnership distributions and transfers of interests. These rules are important because they permit partnerships to capture and reflect in basis, gain or loss recognized by a distributee, and permit purchasers of partnership interests to “push down” purchase price without triggering gain in the partnership’s assets. After completing this session, participants will be able to:Apply the aggregate and entity theories of partnership tax to determine the basis of partnership property for transfers of partnership interests and distributions of partnership assetsUnderstand the impact of regulations implementing the 2004 AJCA amendments and statutory changes made in the 2017 Tax ActUse Sections 734, 754 and 743 to adjust the basis of partnership assetsHoward E. Abrams, Craig A. Gerson, Scott PollockThe 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 MaterialInside Basis AdjustmentsHoward E. Abrams, Sarah L. Brodie, Craig A. Gerson, Janicelynn Park, Scott PollockInside Basis Adjustments Under Section 734 and Section 743Howard E. Abrams, Craig A. Gerson, Scott Pollock Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435675 435675 98 G3154 1:02:50 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435672?tCode=WTC5_RSS01 Corporate partnerships Partnership mergers Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoPartnership Mergers and Divisions [01:00:54]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 basisMeyer H. Fedida, Polina LibermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tiny Bubbles: Partnership Divisions in Larger TransactionsJennifer Ray,Dina WiesenPresentation MaterialMergers and DivisionsMeyer H. Fedida, Polina Liberman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435672 435672 98 G3154 1:01:36 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435669?tCode=WTC5_RSS01 Corporate partnerships Tax Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoCompensatory Interests and Other Arrangements [00:59:58]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 issuesJulie A. Divola, John L. FrancoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Key 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 MaterialCompensatory Interests and Other ArrangementsJulie A. Divola, John L. Franco Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435669 435669 98 G3154 1:00:40 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435690?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoSection 704(c): Operations and Implications for Negotiating a Deal and Drafting a Partnership Agreement [01:30:03]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 Beth Rizzo, Michael A. ScaramellaThe 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 RulePhillip W. DeSalvo,Corey DaltonPresentation MaterialImplications of Section 704(c) for Partnership AgreementsSarah Beth Rizzo, Michael A. Scaramella Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435690 435690 98 G3154 1:30:45 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435657?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Passthroughs (Tax) Tax credits Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoInflation Reduction Act of 2022: Green Energy Tax Credits [00:59:37]The session discusses changes in tax law under the Inflation Reduction Act of 2022, specifically the expanded and extended tax credits. After completing this session, participants will be able to:Identify the energy and other investments eligible for new, expanded and/or extended tax creditsUnderstand the mechanics of the new credit transfer and direct-payment rulesLearn about innovative deal structuresLauren A. Collins, Matthew J. DonnellyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sean Moran, et al., Vinson & Elkins LLP, Insight, V&E Renewable Energy Update, Treasury Releases Final Regulations for the Tech-Neutral PTC and ITC (January 16, 2025)Lauren A. CollinsVinson & Elkins LLP, Insight, V&E Renewable Energy Update, Final Hydrogen Regulations Provide Multiple Paths for Production, but the Three Pillars and Other Obstacles Remain (January 15, 2025)Lauren A. CollinsSean Moran, et al., Vinson & Elkins LLP, Insight, V&E Renewable Energy Update, Treasury Finalizes Highly Anticipated Guidance on the Investment Tax Credit (December 6, 2024)Lauren A. CollinsVinson & Elkins LLP, Insight, State of the IRA—Pre-Election Review (October 29, 2024)Lauren A. CollinsPresentation MaterialOverview of Energy Tax Credit Opportunities Under the Inflation Reduction ActLauren A. Collins, Matthew J. Donnelly Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435657 435657 98 G3154 1:00:19 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435636?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Partnership tax Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoBalancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Partnership Tax Advisor Should Know [01:12:26]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 taxpayerBradley M. Seltzer, Andrew M. WeinerThe 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 KnowAndrew WeinerAttorney-Client Privilege and Work Product Doctrine in Tax ControversiesJerald David AugustPresentation MaterialBalancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should KnowBradley M. Seltzer, Andrew M. Weiner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435636 435636 98 G3154 1:13:08 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435681?tCode=WTC5_RSS01 Corporate partnerships Partnership interests Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoSale, Exchange or Other Disposition of Partnership Interests; Partnership Distributions; Partnership Terminations [01:13:58]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 or redemption of a partnership interest under Sections 741 and 751(a)Identify planning strategies that can be employed when dealing with dispositions of partnership interests, including proper orderingDetermine the amount and character of gain or loss from the disproportionate distribution of property under Section 731 and 751(b)Michael I. Bolotin, Rachel D. Kleinberg 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, DistributionsMichael I. Bolotin, Rachel D. Kleinberg Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435681 435681 98 G3154 1:14:40 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/435666?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded April 22 - 24, 2025 in ChicagoDistressed Partnerships (Including Bankruptcy and CARES Act) [01:00:22]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 abandonmentJulie M. Marion, Bryan A. Rimmke The 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 2025)Max PakalukPresentation MaterialDistressed PartnershipsJulie M. Marion, Bryan A. Rimmke Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435666 435666 98 G3154 1:01:04 https://www.pli.edu/programs/advanced-licensing-agreements/435376?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing Technology Artificial intelligence Taken from the Web Program Recorded April 21 - 22, 2025 in ChicagoArtificial Intelligence – IP and Licensing Issues [01:00:25]This panel will discuss AI and its impact on intellectual property rights and associated licensing issues. The panelists will discuss: Intellectual property issues in training data for AI Licensing AI systems The interplay of AI and licensing issues for digital content Intellectual property rights in AI generated content IAPP Privacy credit for Privacy ProfessionalsMark G. Tratos, Marcelo Halpern, Raymond Ferrell The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Lisa T. Oratz and D. Sean West, Perkins Coie LLP, Copyright Office Stakes Out Position on Registration of AI-Generated Works (March 21, 2023)Marcelo HalpernJames G. Snell, et al., Perkins Coie LLP, Ten Considerations for Developing an Effective Generative AI Use Policy (June 14, 2023)Marcelo HalpernLisa T. Oratz, Perkins Coie LLP, The Latest Chapter in Copyrightability of AI-Generated Works (January 26, 2023)Marcelo HalpernPresentation MaterialSegment PPT: Artificial Intelligence – IP and Licensing IssuesRaymond R. Ferrell, Marcelo Halpern, Mark G. Tratos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435376 435376 98 G3157 1:00:25 https://www.pli.edu/programs/advanced-licensing-agreements/435400?tCode=WTC5_RSS01 License agreements (Corporate contracts) Trademark litigation Copyright litigation Patent litigation Trade secret dispute litigation Taken from the Web Program Recorded April 21 - 22, 2025 in ChicagoPatent and Technology Licensing [01:01:58]After completing this session, participants will be able to:  Avoid frequently made mistakes Compare technology, IP, and blended licenses  Appreciate why patent licensing is different Understand grant types and degrees of exclusivity Analyze indemnification and change of control issues Assess negotiation strategies Understand licensee and licensor perspectives Joseph Yang The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Slip Copy, A.R. Thomson Group v. Harbor Seal Inc., et al., 2020 WL 6436967 (C.D. Cal. Sept. 23, 2020)Stephen RosenfeldA/S Apothekernes Laboratorium for Specialpraeparater v. I.M.C Chem. Group Inc. and Dr. M.B. Gillis, 873 F.2d 155 (7th Cir. 1989)Stephen RosenfeldIrwin Seating Co. v. International Business Machines Corp., 306 Fed.Appx. 239 (6th Cir. 2009)Stephen RosenfeldMilex Products, Inc. v. Alra Laboratories, Inc., 237 Ill.App.3d 177 (1992)Stephen RosenfeldSIGA Technologies, Inc. v. PharmAthene, Inc., 67 A.3d 330 (Del. 2013)Stephen RosenfeldPresentation MaterialSegment PPT: Patent and Technology LicensingJoseph Yang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435400 435400 98 G3157 1:01:58 https://www.pli.edu/programs/advanced-licensing-agreements/435388?tCode=WTC5_RSS01 License agreements (Corporate contracts) Joint ventures (Corporate law) Intellectual property Intellectual property licensing License terms (Intellectual property) Taken from the Web Program Recorded April 21 - 22, 2025 in ChicagoStrategic Alliances and Other Joint Development Agreements [00:59:37]After completing this session, participants will be able to: Understand IP creation conflicts: Default laws vs. parties’ intentions Evaluate IP allocation: Joint ownership vs. field-based ownership vs. separate entity Assess IP enforcement: Contractual provisions; unauthorized licensees; joinder requirements Review IP de-allocation: Facilitating or inhibiting separation; bankruptcy Understand the interplay with IP asset management Appreciate "War stories" from real-life deals Joseph Yang The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Key IP Challenges in Joint Ventures and Strategic AlliancesJoseph YangAllocating & Deallocating IP Rights in Joint Ventures & Strategic Alliances (PowerPoint slides)Joseph YangPresentation MaterialSegment PPT: Strategic Alliances and Other Joint Development AgreementsJoseph Yang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435388 435388 98 G3157 0:59:37 https://www.pli.edu/programs/advanced-licensing-agreements/435373?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing License terms (Intellectual property) Technology Taken from the Web Program Recorded April 21 - 22, 2025 in ChicagoAnalysis of a Technology License Agreement [01:01:43]This panel will consist of a walkthrough of key technology license provisions. After completing this session, participants will be able to: Avoid common pitfalls Address confidentiality and trade secret issues Understand exclusivity Determine restricted fields of use Understand specifications Analyze warranties and indemnification Mark S. Holmes, Maitreya Jani, Tiffany Lee, Themi AnagnosThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Five Ways College NIL Could Change Celebrity LicensingMark Tratos50 State Right of Privacy and Publicity Survey (October 2024)Mark TratosAdvanced Licensing Agreements: Indemnification (April 2024) (PowerPoint slides)Themi AnagnosPresentation MaterialSegment Handout: Analysis of a Technology License AgreementThemi Anagnos, Mark S. Holmes, Maitreya P. Jani, Tiffany LeeSegment PPT: Analysis of a Technology License AgreementThemi Anagnos, Mark S. Holmes, Maitreya P. Jani, Tiffany Lee Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435373 435373 98 G3157 1:01:43 https://www.pli.edu/programs/advanced-licensing-agreements/435391?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing Technology Cloud computing Taken from the Web Program Recorded April 21 - 22, 2025 in ChicagoCloud Computing and Open Source Licensing: [01:31:06]Cloud Computing After completing this session, participants will be able to: Understand what is cloud computing Compare SaaS, PaaS, and IaaS Understand cloud computing legal issues Review special contract issues raised by cloud computing arrangements Open Source Issues Compare and understand popular open source licenses Understand current developments in open source licensing law Assess open source compliance strategies IAPP Privacy credit for Privacy ProfessionalsPeter J. Kinsella, David G. RickerbyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Closing the Loophole: Open Source Licensing and the Implied Patent License (August 2009)Christian NadanPresentation MaterialSegment PPT: Cloud ComputingPeter J. KinsellaSegment PPT: Open Source LicensingDavid G. Rickerby Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435391 435391 98 G3157 1:31:06 https://www.pli.edu/programs/advanced-licensing-agreements/435370?tCode=WTC5_RSS01 Right of publicity License agreements (Corporate contracts) Intellectual property Intellectual property licensing Copyright Taken from the Web Program Recorded April 21 - 22, 2025 in ChicagoRights of Publicity Licensing [01:00:52]After completing this session, participants will be able to: Differentiate “natural” v. statutory rights  Analyze lifetime v. postmortem rights  Assess rights of publicity in “identifiable objects” symbolizing a persona  Evaluate rights of publicity releases  Determine liability for violating a right of publicity  Understand differences compared to copyrights and rights of privacy  Mark G. Tratos The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Key Considerations in License Agreements Specific to the Life Sciences IndustryMarya Postner,Dawn Barsy,Jake Handy,Colin James,Catherine SazdanoffPresentation MaterialLicensing Rights of Publicity and NILMark G. Tratos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435370 435370 98 G3157 1:00:52 https://www.pli.edu/programs/advanced-licensing-agreements/435385?tCode=WTC5_RSS01 License agreements (Corporate contracts) Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Intellectual property Intellectual property licensing Taken from the Web Program Recorded April 21 - 22, 2025 in ChicagoEthical Considerations in Licensing and What Happens when a Friendly Deal turns Litigious [01:01:23]After completing this session, participants will be able to: Understand the concepts of deceit and candor Appreciate the interplay of cross-border transactions and model rules Assess ethics and communications with adverse parties Jim DoppkeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Apple Corps Ltd. v. International Collectors Society, 15 F.Supp.2d 456 (D.N.J. 1998)Emil AliMicrosoft Corporation v. Alcatel Business Systems, 2007 WL 4480632 (D. Del. Dec. 18, 2007)Emil AliMidwest Motor Sports v. Arctic Sales, Inc., 347 F.3d 693 (8th Cir. 2003)Emil AliEthics Issues in IP Licensing (PowerPoint slides)Emil AliPresentation MaterialSegment Handout: Ethical Considerations in Licensing and What Happens when a Friendly Deal turns LitigiousJames A. DoppkeSegment PPT: Ethical Considerations in Licensing and What Happens when a Friendly Deal turns LitigiousJames A. Doppke Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435385 435385 98 G3157 1:01:23 https://www.pli.edu/programs/advanced-licensing-agreements/435394?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing Patents Technology Taken from the Web Program Recorded April 21 - 22, 2025 in ChicagoParty Disputes: Litigation and Case Law Update for Licensing Lawyers [00:59:46]After completing this session, participants will be able to:  Identify strategic drafting considerations to account for litigation risks Recognize pitfalls and examples of sloppy wording Assess the impact of recent cases on drafting and negotiating Understand arbitration and other dispute resolution considerations Understand case law updates  Stephen J. RosenfeldThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Best Practices for Technology & Patent Transactions: 2025 UpdateJoseph YangBest Practices for Technology & Patent Transactions: 2025 Update (PowerPoint slides)Joseph YangPresentation MaterialSegment PPT: Party Disputes: Litigation and Case Law Update for Licensing LawyersStephen J. Rosenfeld Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435394 435394 98 G3157 0:59:46 https://www.pli.edu/programs/advanced-licensing-agreements/435379?tCode=WTC5_RSS01 License agreements (Corporate contracts) Regulation, compliance, and enforcement (Intellectual property) Intellectual property licensing Software licenses Enforcement (Software licenses) Taken from the Web Program Recorded April 21 - 22, 2025 in ChicagoNavigating the Legal, Financial, and Technical Aspects of Software Licensing [01:00:30]After completing this session, participants will be able to:  Understand source code issues Differentiate representations, warranties and (the dreaded) indemnification Assess revenue sharing and auditing Analyze software specifications: Should you care? Yes! Evaluate training and support Determine what lawyers should know about (so they can plan for) things that often go wrong after the deal is signed Keep the relationship on track Understand regulatory Compliance Mark S. Holmes The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Patent Licensing and Selling: Strategy, Negotiation, Forms (Second Edition), Ch. 16: License Negotiations, Practising Law InstituteMark HolmesPatent Licensing and Selling: Strategy, Negotiation, Forms (Second Edition), Ch. 17: Strategies for the New Patent Law Frontier, Practising Law InstituteMark HolmesPresentation MaterialSegment PPT: Navigating the Legal, Financial, and Technical Aspects of Software LicensingMark S. Holmes Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435379 435379 98 G3157 1:00:30 https://www.pli.edu/programs/advanced-licensing-agreements/435367?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing Legal writing, drafting, and negotiation Contract drafting and negotiation Taken from the Web Program Recorded April 21 - 22, 2025 in ChicagoNegotiation Skills and Tactics [01:00:29]After completing this session, participants will be able to: Prepare for license negotiations Use psychological tools as part of your negotiation strategy Develop consensus and bridge building Differentiate between integrative ("win-win") and positional bargaining, and when to use each Marcelo Halpern The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Licensing Negotiations: Skills and Tactics (2017)Marcelo HalpernPresentation MaterialSegment PPT: Negotiation Skills and TacticsMarcelo Halpern Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435367 435367 98 G3157 1:00:29 https://www.pli.edu/programs/advanced-licensing-agreements/435397?tCode=WTC5_RSS01 License agreements (Corporate contracts) Trademarks Intellectual property licensing License terms (Intellectual property) Copyright Taken from the Web Program Recorded April 21 - 22, 2025 in ChicagoCopyright, Content and Trademark Licensing [01:12:30]After completing this session, participants will be able to: Understand the impact of digital distribution and media on licensing issues  Structure the acquisition of rights in content: licenses vs. assignments and works made for hire  Assess the latest developments: copyright termination of transfers and licenses  Differentiate preexisting content vs. newly created content  License for social media and user-generated content  Analyze key contract issues and negotiating points in content licenses  Determine quality control considerations  Assess advanced considerations in trademark and brand licensing  Review sample licensing provisions  Understand case law updates and licensing implications  Implement a brand licensing program Jessica Rothstein, Mark G. TratosThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Advanced Trademark Licensing (November 19, 2024)Laura FrancoMerchandise License Agreement—TemplateLaura FrancoPresentation MaterialSegment PPT: Copyright, Content and Trademark LicensingJessica L. Rothstein, Mark G. TratosSegment PPT: Copyright, Content and Trademark LicensingJessica L. Rothstein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435397 435397 98 G3157 1:12:30 https://www.pli.edu/programs/advanced-licensing-agreements/435382?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Intellectual property licensing License terms (Intellectual property) Cross-border transactions Taken from the Web Program Recorded April 21 - 22, 2025 in ChicagoNavigating the Legal, Business and Cross-Cultural Complexities of International Licensing [00:59:17]After completing this session, participants will be able to:  Understand similarities and differences between U.S., European and Asian licensing Assess common pitfalls for U.S. lawyers doing foreign deals Analyze local law issues Appreciate cultural issues Topics will vary by city, and may include: Understand the differences in types of IP rights Evaluate license grant provisions Address foreign partnership issues Analyze grantback rights issues Appreciate economic considerations Assess governmental approvals Understand registration requirements Assess antitrust/competition law overlays Implement dispute resolution Marcelo Halpern (Panel Leader); Laura Berton, George KobayashiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Licensing in JapanGrace PanInternational Licensing: Negotiating Successful License Agreements with Japanese Companies (October 31, 2024)Ako ShimadaInternational Considerations in Licensing (January 2025)Mark WebberIntellectual Property Licenses and EC Law (2025)Jeremy SchrireDo You Really Need an AI Ethicist?Laura BertonIntellectual Property Licensing in Asia: Advanced Licensing Agreements (February 2025) (PowerPoint slides)Grace PanPresentation MaterialSegment PPT: Navigating the Legal, Business and Cross-Cultural Complexities of International LicensingLaura Berton, Marcelo Halpern, George H. Kobayashi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435382 435382 98 G3157 0:59:59 https://www.pli.edu/programs/how-to-read-financial-statements/435305?tCode=WTC5_RSS01 Accounting and financial reporting Securities filings and financial statements Balance sheets (Securities filings and financial statements) Taken from the Web Program Recorded April 18, 2025 in New YorkBalance Sheet Analysis and Application [01:12:12]Designed for lawyers who may be unfamiliar with financial statements, this panel will discuss the information communicated by financial statements and how it is used in analysis and decision making. After completing this session, participants will be able to:Better understand the building blocks of the financial statements: Assets, liabilities, and owner’s equity.Know how to relate assets, liabilities, and owner’s equity in the basic accounting equation: Assets = liabilities + owner’s equity.Understand how lawyers are to use the basic accounting equation to understand the structure of the balance sheet.Understand liquidity and debt levels and learn how to use the balance sheet to measure them.Discuss current and long-term assets and liabilities.Improve their knowledge on balance sheet ratio analysis.Mose (Chad) Rucker III, George M. Wilson, MBA, CPAThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Lawyer’s Guide to Understanding Financial Statements—Part OneGeorge M. WilsonThe Lawyer’s Guide to Understanding Financial Statements—Part TwoGeorge M. WilsonThe Lawyer’s Guide to Understanding Financial Statements—Part ThreeGeorge M. WilsonGlossary of Terms: Financial Statement Terminology—In Financial Statement OrderGeorge M. WilsonFinancial Statement Flow SpreadsheetGeorge M. WilsonCase Problem—Example Company AGeorge M. WilsonCase Ratios Solution—Example Company AGeorge M. WilsonSEC, Form 10-K, Target 2023 Annual ReportGeorge M. WilsonSEC, Form 10-K, Walmart 2024 Annual ReportMose (Chad) RuckerPresentation MaterialSegment PowerPoint: Balance Sheet Analysis and ApplicationTaryn M. Bostjancic, Mose (Chad) Rucker III, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435305 435305 98 G3235 1:14:24 https://www.pli.edu/programs/how-to-read-financial-statements/435303?tCode=WTC5_RSS01 Accounting and financial reporting Earnings before interest, taxes, depreciation, and amortization Securities filings and financial statements Income statements (Securities filings and financial statements) Taken from the Web Program Recorded April 18, 2025 in New YorkIncome Statement Analysis and Application [00:59:29]This panel will address the building blocks of the income statement: Revenues, expenses, and net income. After completing this session, participants will be able to:Better understand how lawyers are to relate revenues, expenses, and net income in the income statement: Revenue – expenses = net income.Understand what the information within an income statement means, and what they are to interpret from this information.Analyze how the balance sheet ties into the income statement, and what lawyers should be on the lookout for.Improve their understanding of how net income explains changes in owner’s equity over time.Better understand EBIT and EBITDA: Pros, cons, strengths, and weaknesses.Confidently review the income statement ratio analysis.Understand revenue and revenue recognition.Selling, general and administrative expenses.Learn how to assess and measure profitability.Mose (Chad) Rucker III, George M. Wilson, MBA, CPAThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Lawyer’s Guide to Understanding Financial Statements—Part OneGeorge M. WilsonThe Lawyer’s Guide to Understanding Financial Statements—Part TwoGeorge M. WilsonThe Lawyer’s Guide to Understanding Financial Statements—Part ThreeGeorge M. WilsonGlossary of Terms: Financial Statement Terminology—In Financial Statement OrderGeorge M. WilsonFinancial Statement Flow SpreadsheetGeorge M. WilsonCase Problem—Example Company AGeorge M. WilsonCase Ratios Solution—Example Company AGeorge M. WilsonSEC, Form 10-K, Target 2023 Annual ReportGeorge M. WilsonSEC, Form 10-K, Walmart 2024 Annual ReportMose (Chad) RuckerPresentation MaterialSegment PowerPoint: Income Statement Analysis and ApplicationTaryn M. Bostjancic, Mose (Chad) Rucker III, George M. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435303 435303 98 G3235 1:01:42 https://www.pli.edu/programs/artificial-intelligence-and-data-driven-transactions/435112?tCode=WTC5_RSS01 Cybersecurity and data protection Regulation, compliance, and enforcement (Insurance) Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 17, 2025 in San FranciscoAI and “Significant Decisions”: Employment, Financial, Health, and Insurance [01:02:13]After completing this session, participants will:Learn key issues affecting employment-related uses of AI across industries, and specific considerations and risks affecting industries that may use AI in ways that are seen as “significant decisions”Hear about how to implement and manage AI tools for teams across your organization, and those of your clientsHear about best practices for ethical deployment of AIHRCI and SHRM Credit for Human Resources ProfessionalsChristy Gately, Smita RajmohanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Michelle Kirschner, Jeffrey Steiner and Sara Weed, Risks and Promises of AI in the Financial Services Industry, Law360 (June 13, 2024)Cassandra L. Gaedt-SheckterAhmed Baladi and Thomas Baculard, Artificial Intelligence and the GDPR, Financier Worldwide (April 2024)Cassandra L. Gaedt-SheckterPresentation MaterialAI and “Significant Decisions”: Employment, Financial, Healthcare, and InsuranceChristy Gately, Smita Rajmohan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435112 435112 98 G3324 1:02:13 https://www.pli.edu/programs/artificial-intelligence-and-data-driven-transactions/435115?tCode=WTC5_RSS01 License agreements (Corporate contracts) Intellectual property Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 17, 2025 in San FranciscoAI in Transactional Settings: Commercial Tools (Outsourcing Services Agreements), M&A, and AI Rights [01:00:52]After completing this session, participants will be able to:Understand the basics of AI considerations underlying key issues in contracting, ownership, M&A and other transactionsHear about data use and transfer considerations, for use in AI-related purposesUnderstand the importance of vendor managementConsider licensing third-party tools, the importance of disclosures, recognizing IP risks, and understanding privacy considerationsUnderstand the market, and how AI-related issues are presenting in M&A transactionsLearn the status of ownership and rights (e.g. IP) relating to AIConsider best practices – policies, procedures, tools, and product features to detect, prevent, and mitigate AI-related concerns in view of the hot button issuesAhmed Baladi, Lisa T. Oratz, Tracy WilkisonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Dania Assas and Lisa Oratz, Perkins Coie LLP, How the Trump Administration May Affect Al Policy on Intellectual Property and Deepfakes (December 20, 2024)Cassandra L. Gaedt-SheckterTim Carter, et al., Perkins Coie LLP, In a Single Day, California Enacts Five Bills Tackling Digital Replicas and Deepfakes (September 27, 2024)Cassandra L. Gaedt-SheckterStephen Glover, et al., Gibson, Dunn & Crutcher LLP, M&A Insight: A.I. Issues, Climate Change Disclosures & Warranty Insurance (March 28, 2024)Cassandra L. Gaedt-SheckterPresentation MaterialAI in Transactional Settings: Commercial Tools (Outsourcing, Services Agreements), M&A, and AI RightsAhmed Baladi, Lisa T. Oratz, Tracy Wilkison Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435115 435115 98 G3324 1:00:52 https://www.pli.edu/programs/artificial-intelligence-and-data-driven-transactions/435118?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (International law) Technology litigation Technology Artificial intelligence Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 17, 2025 in San FranciscoGlobal AI Regulatory and Litigation Risk Landscape: Global State of Risks, Data Governance Strategies and Requirements for AI and Algorithmic Decisioning [01:30:06]After completing this session, participants will:Develop strategies and identify red flags to advise product and business teams on risks and best practices when developing and implementing AI, advanced machine learning and algorithmic decisioning, and understanding when it should/will escalateExplore U.S. and international privacy and data protection implications and how to risk-rank data types of use casesLearn about the issues arising in case law, and where businesses may face higher litigation riskReview regulatory priorities and enforcement focused on AI-powered products and servicesHear about best practices to practically comply with emerging regulation in the development and launch of AI-powered products and servicesUnderstand how to develop a strategic governance function at the intersection of global jurisdiction and business functionAhmed Baladi, Jay Donde, Alex MurchisonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Regulation (EU) 2024/1689 of the European Parliament and of the Council of 13 June 2024, Laying Down Harmonised Rules on Artificial Intelligence and Amending Regulations (EC) No 300/2008, (EU) No 167/2013, (EU) No 168/2013, (EU) 2018/858, (EU) 2018/1139 and (EU) 2019/2144 and Directives 2014/90/EU, (EU) 2016/797 and (EU) 2020/1828 (Artificial Intelligence Act)Cassandra L. Gaedt-SheckterCalifornia Privacy Protection Agency, Proposed Text of Regulations (CPPA Updates, Cyber, Risk, ADMT, and Insurance Regulations) (November 22, 2024)Cassandra L. Gaedt-SheckterAshlie Beringer, Jane Horvath and Cassandra L. Gaedt-Sheckter, Gibson, Dunn & Crutcher LLP, Public Comment Regarding CCPA Updates, Cyber, Risk, and ADMT Regulations (February 19, 2025)Cassandra L. Gaedt-SheckterJoel Harrison, Robert Spano, Lore Leitner, Vera Lukic and Frances A. Waldmann, Gibson, Dunn & Crutcher LLP, Artificial Intelligence and Privacy, Cybersecurity & Data Innovation Update, Unboxing the EDPB’s Opinion on AI Models (December 27, 2024)Cassandra L. Gaedt-SheckterEric D. Vandevelde, Chris Whittaker and Poonam G. Kumar, Gibson, Dunn & Crutcher LLP, Webcast: Government Investigations into AI Systems (November 13, 2024)Cassandra L. Gaedt-SheckterVivek Mohan, et al., Gibson, Dunn & Crutcher LLP, Client Alert, Colorado’s Mile High AI Act: 6 Key Takeaways (May 10, 2024)Cassandra L. Gaedt-SheckterPresentation MaterialGlobal AI Regulatory and Litigation Risk Landscape: Global State of Risks, Data Governance Strategies and Requirements for AI and Algorithmic DecisioningAhmed Baladi, Jay Donde, Alex Murchison Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435118 435118 98 G3324 1:30:48 https://www.pli.edu/programs/social-media/435076?tCode=WTC5_RSS01 Social media Mobile devices Regulation, compliance, and enforcement (Intellectual property) Technology Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded April 17, 2025 in New YorkSocial Media Developments in the EU: What You Need to Know [01:00:14]This panel of experienced European attorneys will provide practical guidance on what U.S. companies need to know about the evolving EU regulatory landscape and upcoming new laws impacting social media, including how to timely prepare your company for:The guardrails of the Digital Services Act for all online businessesThe risk-based approach of the EU’s AI Act and how to prepareThe impact of the Data Act on the Data Economy for IoT productsThe Digital Markets Act as new competition law for social media ‘gatekeepers’The Data Governance Act and the new ‘data altruism’Felix Hilgert, Áine QuirkeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Big Five of EU Digital Regulation: What Social Media Providers Need to Know (December 13, 2024)Felix Hilgert,Áine QuirkeCMS Law-Now™, An Overview of the Data Act (January 15, 2024)Kai WesterwelleCMS Law-Now™, The Data Governance Act—Overview (February 8, 2023)Kai WesterwelleCMS, Grasping the Opportunity in Digital Regulation (November 2023)Kai WesterwelleCMS Law-Now™, Digital Markets Act (DMA) Comes into Force on 1 November 2022 (November 1, 2022)Kai WesterwelleCMS Law-Now™, 5 Things You Need to Know About the DSA in Less Than 10 Minutes! (November 3, 2022)Kai WesterwellePresentation MaterialThe Big Five of European Digital RegulationFelix Hilgert, Áine Quirke Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435076 435076 98 G3239 1:00:56 https://www.pli.edu/programs/social-media/435085?tCode=WTC5_RSS01 Social media Digital marketing (Social media) Mobile devices Intellectual property Technology Taken from the Web Program Recorded April 17, 2025 in New YorkHot Issues in Social Media Marketing [01:00:25]This session will explore hot legal issues in the world of social media marketing. After completing this session, participants will better understand:Latest social media marketing trendsBiggest areas of risk when marketing on social media in today’s worldRisk mitigation strategies for brands engaged in social media marketingHannah E. TaylorThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Hot Topics in Social Media Marketing (December 2024)Hannah E. TaylorPresentation MaterialHot Issues in Social Media MarketingHannah E. Taylor Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435085 435085 98 G3239 1:01:07 https://www.pli.edu/programs/social-media/435079?tCode=WTC5_RSS01 Social media Mobile devices Technology Generative AI Machine learning Taken from the Web Program Recorded April 17, 2025 in New YorkArtificial Intelligence, Machine Learning, and Social Media [01:02:09]This session will explore the rise of generative AI technologies and their impact on social media. After completing this session, participants will better understand:The rise of generative AI and where we are todayHow generative AI is impacting social media platforms and their usersEmerging laws, court decisions, and legal issues relating to generative AI toolsBest practices and risk-mitigation measures in using generative AI in connection with social mediaAli Mirsaidi, Paula MillarThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Generative AI: Overview and Key U.S. Legal Considerations (January 3, 2025)Ali Mirsaidi,Elizabeth MendozaPresentation MaterialGenerative AI: Impact and Key U.S. Legal IssuesPaula Millar, Ali Mirsaidi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435079 435079 98 G3239 1:02:09 https://www.pli.edu/programs/social-media/435088?tCode=WTC5_RSS01 Social media Corporate risks (Social media) Mobile devices Intellectual property Technology Taken from the Web Program Recorded April 17, 2025 in New YorkAn Overview of Social Media Law and Best Practices: What Every Company Needs to Know [02:04:41]This session will summarize the basics of social media law and discuss best practices for companies engaging with social media. After completing this session, participants will appreciate:The transformational impact of social media on the business worldKey developments shaping social media law and best practicesRisks related to marketing, curation and other commercial uses of user-generated contentThe importance of the DMCA Section 512 and CDA Section 230 safe harbors, including recent developments affecting the scope and availability of these important protectionsJohn F. Delaney, Aaron P. RubinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Kathryn L. Ossian, Ch. 1: The Social Media Landscape, Practising Law Institute, Social Media and the Law (2024 Edition)John F DelaneyPresentation MaterialSocial Media Law: An Overview of Key IssuesJohn F. Delaney, Aaron P. Rubin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435088 435088 98 G3239 2:04:42 https://www.pli.edu/programs/social-media/435082?tCode=WTC5_RSS01 Social media Mobile applications Mobile devices Information privacy (Cybersecurity and data protection) Technology Taken from the Web Program Recorded April 17, 2025 in New YorkPrivacy Law Considerations for Social Media and Mobile Apps [00:59:00]This session will review how privacy law impacts companies’ use of social media and mobile apps. After completing this session, participants will better understand:The impact of data privacy legislation, including the CCPA and growing number of state consumer data privacy lawsEnhanced children’s privacy protections under state laws, including laws directed to social media platformsEvolving approaches to notice and consent, including rules on “dark patterns”FTC report on social media platforms and “vast surveillance”Jessica B. LeeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Privacy Law Considerations for Social Media and Mobile Apps (December 2024)Christine E. LyonPresentation MaterialPrivacy Law Considerations for Social Media and Mobile AppsJessica B. Lee Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435082 435082 98 G3239 0:59:00 https://www.pli.edu/programs/elder-law-institute/435092?tCode=WTC5_RSS01 Confidentiality (Ethics and professional responsibility) Ethical issues (Ethics and professional responsibility) Conflicts of interest Elder law Public interest law and pro bono Taken from the Web Program Recorded April 17, 2025 in New YorkEthics for the Elder Law Practitioner [01:01:55]This session will address common ethical issues that arise for elder law practitioners. After completing this session, participants will be able to:Identify sources and authorities of ethical guidance for attorney conductPrepare for ethical issues that frequently arise in elder law practiceRecognize the importance of identifying and documenting who is the clientUnderstand best practices for avoiding or handling conflicts of interest and confidentiality considerationsUnderstand issues that can arise when representing a client of diminished capacityAllison J. BuschThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Ethical Considerations in Elder Law (January 2025)Allison J. BuschPresentation Material6. Ethical Considerations in Elder Law (PowerPoint Slides)Allison J. Busch Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435092 435092 98 G3117 1:02:37 https://www.pli.edu/programs/elder-law-institute/435098?tCode=WTC5_RSS01 Elder law Public health Personal injury litigation Public interest law and pro bono Taken from the Web Program Recorded April 17, 2025 in New YorkPersonal Injury Lawsuits: Focus on Seniors in Nursing Homes [01:03:06]This presentation will address personal injury lawsuits involving seniors in nursing homes. After completing this session, participants will be able to:Understand an overview of the application of the New York State Public Health Law regarding personal injuries suffered by residents of nursing homesReview how to bring personal injury claims against nursing homes for injuries suffered by its residentsIdentify emerging issues in personal injury litigation involving nursing homesFocus on common challenges for litigants and best practices for overcoming themJohn DalliThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Litigating Personal Injury Cases Involving Victims of Negligence in Nursing Homes (January 2025)John DalliPresentation Material4. Litigating Personal Injury Cases Involving Victims of Negligence in Nursing Homes (PowerPoint Slides)John Dalli Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435098 435098 98 G3117 1:03:06 https://www.pli.edu/programs/elder-law-institute/435095?tCode=WTC5_RSS01 Elder law Health care Public interest law and pro bono Taken from the Web Program Recorded April 17, 2025 in New YorkThe Geriatric Care Manager – The Expert Help You Need When You Can’t Do It All On Your Own [01:01:42]This segment will define and explore using a Geriatric Care Manager in an elder law practice. Real life examples will be used to show the value of using a Geriatric Care Manager to assist older adults suffering with the challenges of aging and to lift some of the burden off the shoulders of families who are caring for an aging loved one. After this session, participants will be better able to:Understand what a Geriatric Care Manager isAssess why you would use a Geriatric Care MangerIdentify how to find a Geriatric Care ManagerRecognize legal issues surrounding using non-family assistanceFocus on ways to pay for a Geriatric Care ManagerDouglas J. Chu, Christine Crowley, LCSWThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Alzheimer’s Association, Greater Missouri Chapter, Geriatric Care Management—Questions and Answers (Updated July 2017)Douglas J. ChuNational Institute on Aging, Worksheet: Questions to Ask Before Hiring a Care ProviderDouglas J. ChuPremela Deck, Ethics–Law and Social Work: Reconciling Conflicting Ethical Obligations Between Two Seemingly Opposing Disciplines to Create a Collaborative Law Practice, 38 W. New Eng. L. Rev. 261 (2016), available at: https://digitalcommons.law.wne.edu/lawreview/vol38/iss2/3Douglas J. ChuAdditional Resources: Geriatric Care ManagementDouglas J. ChuPresentation Material5. The Geriatric Care Manager – The Expert Help You Need When You Can’t Do It All On Your Own (PowerPoint Slides)Douglas J. Chu, Christine Crowley, LCSW Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435095 435095 98 G3117 1:02:24 https://www.pli.edu/programs/elder-law-institute/435104?tCode=WTC5_RSS01 Retirement benefits Elder law Medicaid Public interest law and pro bono Taken from the Web Program Recorded April 17, 2025 in New YorkSECURE Act: Recent Developments and Planning Opportunities [01:02:37]This session will review and address recent developments related to the SECURE Act. After completing this session, participants will be able to:Understand how SECURE 2.0 and the 2024 final regulations affect baby boomer generation (and older) clients during their lifetimesSee how recent SECURE Act changes interact with Medicaid rulesUse retirement benefit trusts to protect inherited IRAs from long-term care expensesExpand the class of beneficiaries and effectively roll-over distributions that grow tax-free during beneficiaries’ lifetimesTimothy C. O’RourkeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Elder Law Retirement Account Planning 101: An Elder Law Take on the SECURE Act, SECURE 2.0 and the 2024 Regulations (January 2025)Timothy C. O’RourkePresentation Material2. SECURE Act: Recent Developments and Planning Opportunities (PowerPoint Slides)Timothy C. O'Rourke Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435104 435104 98 G3117 1:02:37 https://www.pli.edu/programs/elder-law-institute/435101?tCode=WTC5_RSS01 Elder law Health care Public interest law and pro bono Taken from the Web Program Recorded April 17, 2025 in New YorkNursing Home Resident Rights: Laws and Regulations [01:01:30]This presentation will address nursing home regulations and residents’ rights. After completing this session, participants will be able to:Focus on residents’ rights: what advocates need to knowUnderstand admissions agreements: identify illegal and concerning provisionsUnderstand discharge from nursing home: voluntary and involuntaryIdentify continuing and emerging issues after the pandemicLindsay HecklerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Nursing Home Resident Rights: Laws and Regulations (January 17, 2025)Lindsay HecklerPresentation Material3. Nursing Home Resident Rights: Laws and Regulations (PowerPoint Slides)Lindsay Heckler Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435101 435101 98 G3117 1:01:30 https://www.pli.edu/programs/elder-law-institute/435107?tCode=WTC5_RSS01 Elder law Health care Medicaid Public interest law and pro bono Taken from the Web Program Recorded April 17, 2025 in New YorkNew York Medicaid and Possible Changes at the National Level [01:05:33]This segment will cover current eligibility rules for seniors and will address the changes that will or may occur under the new Trump administration. After this session, participants will be better able to:Review basic eligibility rules currently in practiceUnderstand the updates regarding the imposition of the new 30-month look-back for community servicesRecognize the impact of Medicaid eligibility and services if “block-grants” are imposed on the Medicaid programConsider national trendsDouglas J. ChuThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Medicaid for the Elderly, Blind, or Disabled, Ch. 3, Practising Law Institute, New York Elder Law (Second Edition) (October 2024)Douglas J. ChuNew York City Human Resources Administration, Department of Social Services, 2025 NYS Income and Resource Standards and Federal Poverty Levels (FPL) (February 14, 2025)Douglas J. ChuNew York City Human Resources Administration, Department of Social Services, Medical Assistance Program (MAP), Medicaid Alert, Mainstream Medicaid Managed Care Plan for Undocumented Non-Citizens Aged 65 and Older (June 10, 2024)Douglas J. ChuPresentation Material1. Medicaid in transition: NYS Medicaid today and tomorrow (PowerPoint Slides)Douglas J. Chu Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435107 435107 98 G3117 1:06:15 https://www.pli.edu/programs/bankruptcy--reorganizations/435046?tCode=WTC5_RSS01 Bankruptcy and restructuring Corporate bankruptcy Chapter 11 Regulation, compliance, and enforcement (Bankruptcy and restructuring) Taken from the Web Program Recorded April 16, 2025 in New YorkLiability Management and other Pre-Petition Transactions [01:02:34]After completing this session, participants will have a greater understanding of:Enforceability of pre-petition liability management transactionsLitigation issues arising pre and post-petitionImpact of LMEs on future restructurings/chapter 11 plansRole of UCC and case players in LME claims litigationTheresa A. Foudy, Susheel Kirpalani, Damian S. Schaible Presentation MaterialLiability Management and other Pre-Petition TransactionsTheresa A. Foudy, Susheel Kirpalani, Damian S. Schaible Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435046 435046 98 G3102 1:02:35 https://www.pli.edu/programs/bankruptcy--reorganizations/435042?tCode=WTC5_RSS01 Bankruptcy and restructuring Corporate bankruptcy Chapter 11 Chapter 15 Regulation, compliance, and enforcement (Bankruptcy and restructuring) Taken from the Web Program Recorded April 16, 2025 in New YorkCross-Border Insolvencies and Chapter 15 [01:04:02]After completing this session, participants will be able to:Understand the intricacies of Chapters 11 and 15, particularly in relation to cross-border filings and developments.Analyze the challenges and strategies involved in restructuring multi-jurisdictional corporate groups.Identify and explain the differences between foreign main and non-main proceedings, and the latest trends in this area.Evaluate methods to challenge recognition and enforce controversial foreign plans, considering the concept of extraterritoriality.Stay updated on new foreign insolvency statutes and their implications.Review and discuss current cases to apply theoretical knowledge to practical scenarios.Hon. Allan L. Gropper, Craig Martin, Lisa M. Schweitzer  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435042 435042 98 G3102 1:04:02 https://www.pli.edu/programs/bankruptcy--reorganizations/435048?tCode=WTC5_RSS01 Bankruptcy and restructuring Corporate bankruptcy Chapter 11 Regulation, compliance, and enforcement (Bankruptcy and restructuring) Taken from the Web Program Recorded April 16, 2025 in New YorkBankruptcy and Reorganization Hot Topics [00:59:35]After completing this session, participants will have a greater understanding of:Understand amendments to local bankruptcy rules including disclosure rules regarding the use of AINew SDNY procedures for combined Disclosure Statement and Confirmation Hearings (Spirit Airlines)Whether to walk or run through chapter 11 – are chapter 22 cases inevitable?Current filing trends in retail, dining, health care, aviationUpdate on the impact of crypto-related cases, potential effects of tariffs and changes to SEC oversight/rulesProposed changes to Bankruptcy Rule 3018 and what happens when no one votes in Subchapter V cases (1191(b))Legislative and regulatory winds of change – updates on bankruptcy code and rules, as well as key bankruptcy reform issues in congressRachel Ehrlich Albanese, Hon. Lisa G. Beckerman, Barbra R. Parlin  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435048 435048 98 G3102 1:00:18 https://www.pli.edu/programs/bankruptcy--reorganizations/435044?tCode=WTC5_RSS01 Bankruptcy and restructuring Corporate bankruptcy Chapter 11 Debtor-in-possession financing Regulation, compliance, and enforcement (Bankruptcy and restructuring) Taken from the Web Program Recorded April 16, 2025 in New YorkBankruptcy Financing Issues [01:02:21]After completing this session, participants will be able to:Understand the latest contested issues in DIP financing in chapter 11Identify the key issues and recent precedent regarding bankruptcy and non-bankruptcy financing solutions (e.g., uptier transactions, roll ups, equity conversion, DIP to exit facility, other case controls)Learn about new developments in exit financing strategies and existing lender participationRecognize the latest secured lender strategies for financing towards a sale process to monetize collateralLearn about latest court rulings on inter-creditor disputesJasmine Ball, Michael L. Cook, Michelle M. McGreal  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435044 435044 98 G3102 1:02:21 https://www.pli.edu/programs/bankruptcy--reorganizations/435040?tCode=WTC5_RSS01 Bankruptcy and restructuring Corporate bankruptcy Chapter 11 Regulation, compliance, and enforcement (Bankruptcy and restructuring) Taken from the Web Program Recorded April 16, 2025 in New YorkTurning It Around – Hot Issues in Chapter 11 Plans [01:31:37]After completing this session, participants will have a greater understanding of:How to handle valuation and contested plan disputesThird Party Releases, opting in or out, votingThe growing use of toggle plans coupled with a sale processStrategies to resolve mass tort liabilities through bankruptcyConversion price disputesElizabeth A. LaPuma, Lisa Laukitis, John J. Monaghan, Anupama Yerramalli Presentation MaterialComplete PPT - Turning It Around – Hot Issues in Chapter 11 Plans?Harrington v. Purdue Pharma L.P.IN RE PURDUE PHARMA L.P.Pratts Republication Toggle Plans A Rising Value-Maximizing StrategySale Toggles in Chapter 11 Plan Processes — Financier WorldwideTurning It Around – Hot Issues in Chapter 11 PlansElizabeth A. LaPuma, Lisa Laukitis, John J. Monaghan, Anupama Yerramalli Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435040 435040 98 G3102 1:31:37 https://www.pli.edu/programs/supply-chain-agreements-manufacturing-trade-wars-and-covid-19/435029?tCode=WTC5_RSS01 Sales contracts Corporate agreements Taken from the Web Program Recorded April 16, 2025 in New YorkMastering Supply Chain Contracts: Strategies for Stability in an Uncertain World [01:05:27]This segment will provide actionable strategies for drafting and negotiating supply chain agreements that protect business interests while fostering strong supplier and customer relationships. After completing this session, participants will be able to:Craft force majeure clauses and other key terms to address disruptions and allocate risk effectivelyManage pricing fluctuations, tariff escalations, and risk-sharing mechanisms in supplier contractsAdopt best practices for negotiating contracts that promote stability and long-term business relationshipsNavigate supply chain disputes with escalation strategies and contractual leverage pointsVanessa L. MillerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gregory Husisian, et al., Foley & Lardner LLP, Key Insights, Managing Import and Tariff Risks During a Trade War (2025)Vanessa L. Miller,Gregory HusisianPresentation MaterialSegment PowerPoint: Mastering Supply Chain Contracts: Strategies for Stability in an Uncertain WorldVanessa L. MillerSegment PowerPoint: Mastering Supply Chain Contracts: Strategies for Stability in an Uncertain WorldVanessa L. Miller Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435029 435029 98 G4089 1:05:27 https://www.pli.edu/programs/supply-chain-agreements-manufacturing-trade-wars-and-covid-19/435026?tCode=WTC5_RSS01 Corporate contracts Import controls International trade Cross-border transactions Taken from the Web Program Recorded April 16, 2025 in New YorkManaging Import-Related Risks and Costs in an Uncertain Tariff Environment [01:01:36]This segment will discuss recent tariff, USMCA, and other international trade changes in the Trump Administration, how these changes impact the riskiness and costs to import into the United States, and strategies that importers can implement to identify and mitigate tariff-related risks. After completing this session, participants will be able to: Understand recent international trade developments and how they impact importers of record.Advise importer clients on steps needed to identify import-related risks and risk-plan the potential impact on their cost structure.Introduce flexibility into their supply chains to help them manage unexpected and potentially large changes in import-related cost structures.Implement strategies for adapting to likely major changes in the cost and risk of importing into the United States.Gregory HusisianThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gregory Husisian, et al., Foley & Lardner LLP, Key Insights, Managing Import and Tariff Risks During a Trade War (2025)Vanessa L. Miller,Gregory HusisianPresentation MaterialSegment PowerPoint: Managing Import-Related Risks and Costs in an Uncertain Tariff EnvironmentGregory Husisian Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435026 435026 98 G4089 1:01:36 https://www.pli.edu/programs/supply-chain-agreements-manufacturing-trade-wars-and-covid-19/435023?tCode=WTC5_RSS01 Sales contracts Intellectual property Contract management (Legal technology) Technology Software Taken from the Web Program Recorded April 16, 2025 in New YorkOwning the Technical Baseline – Ensuring Insight and Control Over Supplier Design & Engineering Choices [01:00:29]This session will discuss the technical and contractual nuances that ensure clients retain control over critical supplier choices despite market shifts and geopolitical challenges. Upon completion of this segment, participants will be able to:Adopt a practical framework to assess supplier suitability, ensuring alignment with business models and risk Integrate parts selection, parts management, and obsolescence planning into supplier, engineering, and development contracts. management strategiesLearn fundamental-principles strategies for defining engineering data, software ordering, and data licensing needs to address risks from lifecycle-critical decisionsUtilize Software Product Line Engineering (SPLE) principles for evaluating software component selection to ensure reusability and maintainabilityOvercome negotiation impasses in drafting data orders/licenses, and protecting IP rights throughout the supply chain Christopher MonseyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Defense, Defense Standardization Program Office, SD-19: Parts Management Guide (December 2013)Christopher MonseyU.S. Department of Defense, Defense Standardization Program Office, SD-22: Diminishing Manufacturing Sources and Material Shortages—A Guidebook of Best Practices and Tools for Implementing a DMSMS Management Program (September 2009)Christopher MonseyU.S. Department of Defense, Memo, Approval of DoDI 5000.88 (February 2, 2021)Christopher MonseyU.S. Department of Defense, Larry Gurule and Daniel Christensen, EIA-649-1 Configuration Management Requirements for Defense Contracts, DSP Journal (January/March 2015)Christopher MonseyU.S. Department of Defense, Standard Practice Parts Management, MIL-STD-3018 w/ Change 2 (June 2, 2015)Christopher MonseyU.S. Department of Defense, Standard Practice General Standard for Parts, Materials, and Processes, MIL-STD-11991B (October 3, 2023)Christopher MonseyPresentation MaterialSegment PowerPoint: Owning the Technical Baseline – Ensuring Insight and Control Over Supplier Design & Engineering ChoicesChristopher Monsey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435023 435023 98 G4089 1:00:29 https://www.pli.edu/programs/ai--trade-secrets-safeguarding-innovation-in-a-digital-world/437285?tCode=WTC5_RSS01 Intellectual property Trade secrets Artificial intelligence Taken from the Web Program Recorded April 15, 2025 in San FranciscoAI & Trade Secrets: Safeguarding Innovation in a Digital World [00:57:42]Join the conversation on this nascent and important intellectual property topic – the intersection of artificial intelligence (“AI”) and trade secrets. Our speakers present a balanced and engaging perspective from the in-house and law form perspectives. After completing this session, participants will be able to: Understand new developments in AI as they impact trade secret law. Analyze whether AI-generated information has value and can meet the criteria for trade secret protection. Examine how, under the Defend Trade Secrets Act (DTSA) as well as in various related state acts, trade secret law ay be the most critical law for protecting AI-generated information and related innovations in the coming years. Take a look at how courts would protect AI-generated information under trade secret law. Consider whether courts or government bodies should take into account trade secret law in their development of safe and ethical guidelines for AI. D. Stuart Bartow, Jeremy T. Elman, Ashley J. RichPresentation MaterialAI & Trade Secrets: Safeguarding Innovation in a Digital WorldDaryl Stuart Bartow, Jeremy Elman, Ashley J. RichThaler v. Perlmutter (2023)Daryl Stuart Bartow, Jeremy Elman, Ashley J. RichThaler v. Perlmutter (2025)Daryl Stuart Bartow, Jeremy Elman, Ashley J. RichThaler v. Vidal (2022)Daryl Stuart Bartow, Jeremy Elman, Ashley J. RichUSPO announcement (2025)Daryl Stuart Bartow, Jeremy Elman, Ashley J. Rich Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437285 437285 98 G5397 0:57:42 https://www.pli.edu/programs/overview-of-u.s.-patent-prosecution-from-filing-provisional-to-full-5.u.s.-utility-grant-and-post-grant-activities/437393?tCode=WTC5_RSS01 Taken from the Web Program Recorded April 15, 2025 in New YorkU.S. Patent Prosecution Provisional and Non-Provisional Filing Requirements and Best Practices [01:00:03]After completing this session, participants will be able to: Understand the fundamental aspects of U.S. patent prosecution, from filing a provisional application to post-grant activities. Identify key filing requirements, deadlines, and best practices to ensure compliance with USPTO regulations. Effectively use checklists to streamline the patent prosecution process and reduce errors. Differentiate between provisional and non-provisional applications and understand their strategic use. Recognize common pitfalls in patent filings and how to avoid them. Presentation MaterialU.S. Patent Prosecution Provisional and Non-Provisional Filing Requirements and Best PracticesKatarina Cuvalo, Nubia M. Morad Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 437393 437393 98 G5435 1:00:03 https://www.pli.edu/programs/the-spac-life-cycle-business-legal-and-accounting-considerations-forum/434961?tCode=WTC5_RSS01 Taken from the Web Program Recorded April 14, 2025 in New YorkAn Overview and Current Developments in SPAC Transactions [01:50:09]This session overviews the SPAC process. Current reporting, regulatory and legal issues are included in each phase of the discussion. After completing this session, participants will be able to:Understand the business rationale for SPACsReview a typical SPAC timeline from formation to acquisition or liquidationDiscuss sponsor and founder considerationsDiscuss current market issues and SEC focus areas in SPAC transactionsE. Ramey Layne, Jonathan H. TalcottThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vinson & Elkins LLP, Insight, V&E SEC Update, SEC Approves Final SPAC Rules (January 25, 2024)Edward S. Best,George M WilsonPresentation MaterialAn Overview and Current Developments in SPAC TransactionsE. Ramey Layne, Jonathan H. Talcott Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434961 434961 216 G4290 1:50:51 https://www.pli.edu/programs/the-spac-life-cycle-business-legal-and-accounting-considerations-forum/434958?tCode=WTC5_RSS01 Taken from the Web Program Recorded April 14, 2025 in New YorkThe SPAC IPO Process [01:17:38]This session discusses the SPAC IPO process. Discussion includes current SEC focus areas. After completing this session, participants will be able to:Understand how the IPO process is adapted for a SPACList disclosure and other considerations for the SPAC IPO process from SEC rulemakingArticulate special disclosures including details of a sponsor’s interestsJohn Ablan, Faraz Essani, Roscelle Holgado The purchase price of this Web Program segment includes the following article from the Course Handbook available online:BDO, SEC Reporting Matters: A Guide to Going Public (April 2023)Edward S. Best,George M WilsonThomas P. Conaghan, Mark J. Mihanovic and Brandon Sloane, McDermott Will & Emery, SEC Adopts Final Rules Concerning SPAC Initial Public Offerings and de-SPAC Transactions (March 5, 2024)Edward S. Best,George M WilsonPresentation MaterialThe SPAC IPO ProcessJohn Ablan, Faraz Essani, Roscelle Holgado Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434958 434958 216 G4290 1:18:20 https://www.pli.edu/programs/the-spac-life-cycle-business-legal-and-accounting-considerations-forum/434952?tCode=WTC5_RSS01 Taken from the Web Program Recorded April 14, 2025 in New YorkThe De-SPACing Transaction [01:44:58]This session focuses on the de-SPACing process, including related reporting on a “Super Form 8-K.” Market communications and managing legal risk are included in the discussion. After completing this session, participants will be able to:Discuss drafting the proxy and explore shareholder vote considerationsReview current SEC enforcement and litigation trends in SPAC transactionsReview the potential need and processes to raise additional capitalOverview market communications during the de-SPACing processJohn Ablan, Caitlyn M. Campbell, E. Ramey LayneThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:BDO Bulletin, SEC Adopts Rules on SPACs, Shell Companies, and Projections (February 2024)Edward S. Best,George M WilsonCaitlyn M. Campbell, McDermott Will & Emery, Surge in SPACtivity Leads to Litigation and Regulatory Risks (April 5, 2021)Edward S. Best,George M WilsonNathan E. Barnett and Benjamin Strauss, McDermott Will & Emery, The Significance of Recent Delaware Court of Chancery SPAC Opinions (March 7, 2022)Edward S. Best,George M WilsonWilliam J. Stellmach, et al., Willkie Farr & Gallagher LLP, Client Alert, Current Trends in SPAC Litigation and Regulatory Scrutiny (September 25, 2023)Edward S. Best,George M WilsonOrder Instituting Cease-and-Desist Proceedings Pursuant to Section 8A of the Securities Act of 1933, Making Findings, and Imposing a Cease-and-Desist Order, In the Matter of Northern Star Investment Corp. II, Securities Act Release No. 11266, Admin. Proc. File No. 3-21838 (January 25, 2024)Edward S. Best,George M WilsonPresentation MaterialThe De-SPACing TransactionJohn Ablan, Caitlyn M. Campbell, E. Ramey Layne Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434952 434952 216 G4290 1:45:40 https://www.pli.edu/programs/the-spac-life-cycle-business-legal-and-accounting-considerations-forum/434955?tCode=WTC5_RSS01 Taken from the Web Program Recorded April 14, 2025 in New YorkThe Search for a Target and On-Going Reporting [01:31:26]This session reviews the process of searching for an acquisition target and the related regulatory requirements. Topics include drafting agreements and the due diligence process. After completing this session, participants will be able to:Enumerate the steps in the search for a target and related timing challengesDiscuss considerations in identifying target companies, including public company readiness issuesUnderstand the importance of rigorous due diligenceExplain the details of the letter of intent processReview drafting the acquisition agreementAddress arrangements with underwritersUnderstand market communication considerationsList issues in preparing for the “Super Form 8-K” and discuss auditor requirementsDiscuss issues in reverse merger transactionsReview steps if liquidation of a SPAC becomes necessaryFaraz Essani, Roscelle Holgado, E. Ramey Layne, Jonathan H. TalcottThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Grant Thornton, Viewpoint, Merging with a Special Purpose Acquisition Company (SPAC) (Updated January 2025)Edward S. Best,George M WilsonGrant Thornton, Snapshot 2024-01, SEC Enhances SPAC and Shell Company Disclosures (February 6, 2024)Edward S. Best,George M WilsonPwC, In Depth, No. US2021-01, Domestic SPAC Mergers—Financial Reporting and Accounting Considerations (January 25, 2021; Updated September 26, 2022)Edward S. Best,George M WilsonU.S. Securities and Exchange Commission, Statement, Paul Munter, Acting Chief Accountant, Financial Reporting and Auditing Considerations of Companies Merging with SPACs (March 31, 2021)Edward S. Best,George M WilsonPresentation MaterialThe Search for a Target and On-Going ReportingFaraz Essani, Roscelle Holgado, E. Ramey Layne, Jonathan H. Talcott Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434955 434955 216 G4290 1:32:08 https://www.pli.edu/programs/fundamentals-of-noncompetes/434727?tCode=WTC5_RSS01 Recruitment and hiring (Employment and labor) Regulation, compliance, and enforcement (Intellectual property) Trade secrets Noncompetes Taken from the Web Program Recorded April 10, 2025 in New YorkAn Overview of Restrictive Covenant Law and Regulation [01:03:22]This panel will discuss the fundamentals of restrictive covenants and the laws that govern them. After attending this session, attendees will be able to:Understand what noncompete agreements, nonsolicitation agreements, no-recruit, nondisclosure agreements, and the other types of restrictive covenants are, and what standards applyLearn what each agreement can protect, including trade secrets, customer goodwill, and workforce stability, and what they may not or cannot protectKnow how to review a restrictive covenant agreement to determine its likely enforceability.Alicia Alonso Matos, S. Preston Ricardo, Sabrina Shadi, Elizabeth L. Sherwood, Abraham Y. SkoffThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Numbers Are In! New Restrictive Covenant “Low-Wage” Criteria (Updated January 2025)Russell BeckRestrictive Covenant Wage Thresholds and Similar Criteria (Updated September 26, 2024)Russell BeckRestrictive Covenant Notice Requirements Checklist—State by State (Updated September 26, 2024)Russell BeckEmployee Noncompetes: A State-by-State Survey (September 26, 2024)Russell BeckPresentation MaterialPPT, An Overview of Restrictive Covenant Law and RegulationAlicia Alonso Matos, S. Preston Ricardo, Sabrina Shadi, Elizabeth L. Sherwood, Abraham Y. SkoffRevised Handout, Restrictive Covenant Wage Thresholds and Similar Criteria (Feb 13, 2025)Russell Beck Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434727 434727 98 G4783 1:04:04 https://www.pli.edu/programs/fundamentals-of-noncompetes/434724?tCode=WTC5_RSS01 Practice skills (Employment and labor) Recruitment and hiring (Employment and labor) Remote work Trade secrets Noncompetes Taken from the Web Program Recorded April 10, 2025 in New YorkPractical Tips for Drafting Noncompete Agreements and Related Restrictive Covenants [01:03:13]This panel will explore the fundamentals of drafting restrictive covenants. After completing this session, participants will be able to:Determine when and under what circumstances to ask an employee to sign a noncompete or other restrictive covenantUnderstand the interstate implications of noncompetes for employees across state linesEvaluate the legal options available to address employees working in other states, and the recently developing limitationsExplore when and how to use forum selection and choice of law clauses, when they are required, and when they won't helpCraft appropriate restrictions for different level employees to increase the likelihood of enforcement, despite the generally increasing scrutiny applied by courtsAnalyze 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 workplacesSkills credit for NY Attorneys Nicole Corvini Daly, Dawn Mertineit, C. Max Perlman, Eric Akira TateThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Employee Noncompetes: A State-by-State Survey (September 26, 2024)Russell BeckPractical Tips for Drafting Noncompete Agreements and Related Restrictive CovenantsScott R. McLaughlin,C. Max Perlman,Nicole Corvini Daly,Dawn Mertineit,Eric Akira TatePresentation MaterialPPT, Practical Tips for Drafting Noncompete Agreements and Related Restrictive CovenantsNicole Corvini Daly, Dawn Mertineit, C. Max Perlman, Eric Akira Tate Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434724 434724 98 G4783 1:03:13 https://www.pli.edu/programs/fundamentals-of-noncompetes/434721?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Intellectual property) Employment litigation Injunctive relief Trade secret dispute litigation Noncompetes Taken from the Web Program Recorded April 10, 2025 in New YorkThe Basics of Restrictive Covenant Litigation [01:01:17]This panel will cover essential components and effective strategies for litigating restrictive covenant cases. After attending this session, attendees will be able to:Identify 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 defendantEvaluate the strategic use of forum selection and choice of law clauses, including their limitationsStrategize methods to maximize the likelihood of successful enforcement of restrictive covenantsLearn how a carefully crafted preliminary injunction order can protect your company and/or client’s interests, and avoid the need for protracted litigation.Leigh Ann Buziak, Lea C. Dearing, Nicole D. Galli, James M. WitzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Nicole D. Galli, Andrew J. Costa and Brandon Robilotti, Trade Secrets as Protectable Interests in Restrictive Covenants (February 15, 2023; Updated January 29, 2025)Nicole D. Galli Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434721 434721 98 G4783 1:01:17 https://www.pli.edu/programs/cross-border-ma-tax-planning/434776?tCode=WTC5_RSS01 Cross-border transactions Cross-border M & A Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded April 10, 2025 in New YorkGlobal Partnership Transactions [01:10:59]This discussion will focus on organizing and selling global partnerships and joint ventures. After completing this session, participants will be able to:Recognize potential traps and opportunities in connection with the formation and disposition of cross-border partnerships, including Section 721(c), Section 864(c)(8) and related withholding, and Section 1248Understand the scope of the proposed related party basis adjustment rules and the related disclosure that is now required, as well as the nuances of the UP-C structure for partnership IPOs and structuring considerations for future M&A transactionsModerator: Phillip GallWilliam A. Curran, Pamela Lawrence EndrenyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:American Bar Association Section of Taxation, Comments on Notice 2015-54 on Transfers of Property to Partnerships with Related Foreign Partners and Controlled Transactions Involving Partnerships (Partnership Tax Issues) (January 7, 2016)David H Schnabel,Karen Gilbreath SowellNew York State Bar Association Report on Section 864(c)(8) Proposed Regulations, Report No. 1414 (March 22, 2019)David H Schnabel,Karen Gilbreath SowellPresentation MaterialGlobal Partnership TransactionsWilliam A. Curran, Pamela L. Endreny, Phillip Gall Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434776 434776 98 G4241 1:12:30 https://www.pli.edu/programs/cross-border-ma-tax-planning/434773?tCode=WTC5_RSS01 Corporate tax International tax Cross-border M & A Tax Tax planning and strategy Taken from the Web Program Recorded April 10, 2025 in New YorkIntegration of International Businesses Post-Acquisition [01:10:36]This session will explore the challenges of post-acquisition cross border integration. After completing this session, participants will be able to:Spot U.S. corporate alternative minimum tax and Pillar 2 cross border integration considerationsRecognize “sandwich structure” issuesIdentify issues in post-acquisition integration planningModerator: Gordon E. Warnke Mallory E. Mendrala, Colleen V. O’Neill, Gary Scanlon, Moshe SpinowitzThe 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 ComplicatedColleen V. O’NeillKPMG Report: Analysis and Observations on the Proposed CAMT Regulations (October 4, 2024)Gordon E. WarnkeKPMG Report: Initial Observations on Round 4 of CAMT Guidance in Notice 2023-64 (September 25, 2023)Gordon E. WarnkePresentation MaterialIntegration of International Businesses Post-AcquisitionMallory E. Mendrala, Colleen V. O'Neill, Gary Scanlon, Moshe Spinowitz, Gordon E. Warnke Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434773 434773 98 G4241 1:12:07 https://www.pli.edu/programs/cross-border-ma-tax-planning/434785?tCode=WTC5_RSS01 International tax Cross-border transactions Tax planning and strategy Taken from the Web Program Recorded April 10, 2025 in New YorkSales by U.S. Companies of Non-U.S. Businesses [01:13:38]This session will explore the issues that arise when a U.S. company sells a non-U.S. business. After completing this session, participants will be able to:Structure a sale in the most tax-efficient mannerApply the Section 245A dividends received deduction (“DRD”) rules when selling a non-U.S. subsidiaryWeigh the potential benefits and burdens of making a Section 338(g) electionEvaluate the impact of E&P and PTEPModerator: David H. SchnabelErin Cleary, Michael L. SchlerThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sales by U.S. Companies of Non-U.S. Businesses Background MaterialsErin Cleary,Michal L. Schler,David H. Schnabel,Michael L. SchlerPresentation MaterialSales by U.S. Companies of Non-U.S. BusinessesErin Cleary, Michael L. Schler, David H. Schnabel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434785 434785 98 G4241 1:16:20 https://www.pli.edu/programs/cross-border-ma-tax-planning/434782?tCode=WTC5_RSS01 Corporate tax Spin-offs Cross-border transactions Tax Tax planning and strategy Taken from the Web Program Recorded April 10, 2025 in New YorkCross-Border Spin Offs [01:09:06]This panel will discuss different types of spin-offs that can be used to divest of a business. After completing this session, participants will be able to:Plan for the tax-free separation of businesses owned by foreign and U.S. multinational corporationsUnderstand the evolving IRS standards for seeking a private letter ruling and the issues under consideration for published guidanceModerator: Karen Gilbreath SowellAlyson P. Lawrence, Lulu Ma, Eric SolomonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York State Bar Association, Report on Changes to Spin-Off Standards: Revenue Procedure 2024-24 and Notice 2024-38, Report No. 1497 (July 30, 2024)Karen Gilbreath SowellPresentation MaterialSpin-OffsAlyson P. Lawrence, Lulu Ma, Eric Solomon, Karen Gilbreath Sowell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434782 434782 98 G4241 1:11:19 https://www.pli.edu/programs/cross-border-ma-tax-planning/434779?tCode=WTC5_RSS01 International tax Cross-border M & A Tax Tax planning and strategy Taken from the Web Program Recorded April 10, 2025 in New YorkInflation Reduction Act (“IRA”) Impact on Acquisitions [01:09:49]This session will explore the impact of the IRA on cross-border acquisitions. After completing this session, participants will be able to:Apply the Corporate Alternative Minimum Tax ("CAMT") to an acquisitionDetermine the effects of the Section 4501 excise tax on repurchases as defined in Section 317(b)Moderator: Marc A. CountrymanJason R. Factor, Marie C. Milnes-Vasquez, Davis J. WangThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York State Bar Association Report on the Section 4501 Excise Tax on Repurchases of Corporate Stock, Report No. 1469 (November 1, 2022)Marc A. Countryman,Karen Gilbreath SowellPresentation MaterialInflation Reduction Act: Impact on AcquisitionsMarc A. Countryman, Jason R. Factor, Marie C. Milnes-Vasquez, Davis J. Wang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434779 434779 98 G4241 1:12:02 https://www.pli.edu/programs/cross-border-ma-tax-planning/434770?tCode=WTC5_RSS01 Financing Spin-offs Cross-border transactions Cross-border M & A Tax planning and strategy Taken from the Web Program Recorded April 10, 2025 in New YorkGlobal M&A – Survey of Market Activity and Trends [01:09:54]This panel will review 2024 deal activity and forecast the outlook for the year ahead. After completing this session, participants will be able to:Identify deal trends in disposition activity – spin-offs, carve-outs and salesSummarize financing challenges and debt term trendsList going public alternativesModerators: David H. Schnabel, Karen Gilbreath SowellWilliam Dixon, David Dubner, Darren G. HeilThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Notice 2023-7: Comments on the Treatment of CFC Dividends and Partnership Taxes (March 20, 2023)Gordon E. WarnkePresentation MaterialGlobal M&A – Survey of Market Activity and TrendsWilliam Dixon, David Dubner, Darren G. Heil, Jeffrey R. Mensch, David H. Schnabel, Karen Gilbreath Sowell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434770 434770 98 G4241 1:09:54 https://www.pli.edu/programs/fostering-racial-equity/434733?tCode=WTC5_RSS01 Employment and labor Ethics and professional responsibility Public interest law and pro bono Professional development Diversity, inclusion, and elimination of bias in law practice Taken from the Web Program Recorded April 4, 2025 in New YorkEquity and Accessibility Challenges in the Legal Environment and Bystander/Upstander Intervention [01:15:28]Note: This program may not offer Elimination of Bias or Diversity credit in all jurisdictions. Please check the credit details for information about the type and amount of MCLE credit offered in your jurisdiction.This presentation will discuss how lawyers can be allies and upstanders amidst the unique dynamics of the legal workplace. After completing this session, participants will be able to:Recognize the bystander effectUnderstand how to have an upstander culture in their law offices to promote diversity, equity, inclusion and accessibilityIdentify microaggressions and know how to respond, including responses in situations involving power differencesAdvocate for structural changes at their law offices in order to promote accessibilityPanel Leader: Ama K. KarikariPanelists: Coco Culhane, Mark Farrell, Nicole D. Saunders, Shruti ShahThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Bystander Intervention in the Legal Environment (Outline)Ama KarikariFour Ways to Be an Upstander at Your Workplace (July 2021)Ama KarikariAngela Sordi, Accessibility Without a Disadvantage: Supporting Neurodivergent Lawyers and Law Students, NALP Bulletin+ (March 2022), available at: https://www.nalp.org/neurodiversity_interviewAma KarikariAdditional ResourcesAma K Karikari Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434733 434733 98 G4420 1:15:28 https://www.pli.edu/programs/fostering-racial-equity/434735?tCode=WTC5_RSS01 Employment and labor Implicit bias (Employment discrimination) Ethics and professional responsibility Public interest law and pro bono Professional development Taken from the Web Program Recorded April 4, 2025 in New YorkFostering Equity in the Legal Profession and the Impact of Unconscious Bias [01:04:42]Note: This program may not offer Elimination of Bias or Diversity credit in all jurisdictions. Please check the credit details for information about the type and amount of MCLE credit offered in your jurisdiction.This presentation will explore the impact of many types of biases and stereotypes in law offices. After completing this session, participants will be able to:Identify implicit bias and microaggressions and understand their impactRecognize the implicit bias in certain legal recruiting and performance reviewsRecognize lack of accessibility in their legal workplaceAssess the ongoing impact of the Students for Fair Admissions v. Harvard, Students for Fair Admissions v. University of North Carolina and American Alliance for Equal Rights v. Fearless Fund Management, LLC on workplace diversity programsIdentify specific action items and practice pointers for promoting equity, inclusion, and accessibility generally in the legal workplacePanel Leader: Ama K. KarikariPanelists: Coco Culhane, Mark Farrell, Nicole D. Saunders, Shruti ShahThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Implicit Bias & Guidelines for Being an UpstanderAma K KarikariThe ABC’s of Providing Equitable Services to Members of the LGBTQIA Community: Interview with Micah Schneider, Social Worker and LGBTQIA ActivistAma KarikariWhy So Many Diversity Initiatives Are Not Working (February 2021)Ama KarikariPresentation MaterialFostering Equity & Bystander Intervention in the Law Office 2025Ama Karikari Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434735 434735 98 G4420 1:05:25 https://www.pli.edu/programs/understanding-the-bba-partnership-audit-rules/434189?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Tax planning and strategy Taken from the Web Program Recorded April 1, 2025 in New YorkBBA Partnership Audit Rules – Overview, the Default Rule, and the Imputed Underpayment [01:25:00]The BBA provides a centralized audit regime under which adjustments are made to partnerships. This panel will provide an overview of the BBA and its scope, focusing on the “default rule” – i.e., what happens when the partnership and the partners do not take any special steps or make any elections, explain the types of adjustments that may be made under the BBA, the calculation of the imputed underpayment, and the treatment of adjustments that do not affect the calculation of the imputed underpayment. After completing this session, participants will be able to:Identify the types of adjustments that may result in an imputed underpaymentRecognize the difference between the imputed underpayment and the partner taxIdentify situations where an adjustment that otherwise might be viewed as “favorable” might produce an adverse tax resultDetermine whether a negative adjustment will offset a positive adjustment as part of the imputed underpayment calculationUnderstand the relationship of BBA adjustments to adjustments that are outside the scope of the BBA (e.g., estate tax, self-employment tax, payroll tax, withholding) Jennifer M. Black, Ossie Borosh, Kate KrausThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Imputed Underpayment: Treating Adjustments as Zero Under the BBAJennifer M. BlackBBA: Adjustments to ‘Nonmoney’ NumbersJennifer M. BlackPresentation MaterialOverview, the Default Rule, and the Imputed UnderpaymentJennifer M. Black, Ossie Borosh, Kate Kraus Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434189 434189 98 G5056 1:26:30 https://www.pli.edu/programs/understanding-the-bba-partnership-audit-rules/434187?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Tax planning and strategy Taken from the Web Program Recorded April 1, 2025 in New YorkOther Choices under the BBA Partnership Audit Rules – Modification and Push Out Election [00:59:40]The BBA provides a partnership with many options to resolve an adjustment. Two important options are the modification procedures under Section 6225(c) and the Section 6226 push out election. This panel will provide an in-depth discussion of the ways in which these options differ from the default rule and from each other, including procedural issues and practical considerations. After completing this session, participants will be able to:Identify potential pitfalls with the push out electionUnderstand how the IRS is implementing the modification procedures and exercising its discretionCompare the relative advantages and disadvantages of the amended return modification, pull in modification, and push out electionJennifer M. Black, Kate Kraus, Lee S. MeyercordThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Push-Out Election and AARs Might Not Get You Back to Kansas (Updated January 2024)Kate KrausLitigating BBA Modification Denials: Open Questions, Potential ChaosJennifer M. BlackPresentation MaterialOther BBA Choices: Modification and the Push Out ElectionJennifer M. Black, Kate Kraus, Leonora "Lee" S. Meyercord Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434187 434187 98 G5056 1:01:52 https://www.pli.edu/programs/understanding-the-bba-partnership-audit-rules/434185?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Tax planning and strategy Taken from the Web Program Recorded April 1, 2025 in New YorkBBA Partnership Audit Rules – Controversy & Procedure [01:01:19]The BBA was enacted to make it easier for the IRS to assess and collect tax attributable to adjustments to partnership-related items. As a result, it has created new procedural rules for partnership audits. This session will discuss the steps in a BBA audit, the role of Appeals, practical challenges for partnership representatives, key deadlines for the IRS, how interest calculations may be larger under the BBA, when penalties may apply and what penalty defenses are available. This session will also discuss judicial review and practical issues arising in BBA audits. After completing this session, participants will be able to:Understand the procedural steps in a BBA auditDetermine when the statute of limitations will expireEvaluate whether penalties may apply and procedural hurdles to asserting a penalty defenseAvoid some of the pitfalls that may arise with a partnership representativeJennifer M. Black, Megan L. Brackney, Kate Kraus, Lee S. MeyercordThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Litigating BBA Modification Denials: Open Questions, Potential ChaosJennifer M. BlackPresentation MaterialBBA Partnership Audit Rules Controversy and ProcedureJennifer M. Black, Megan L. Brackney, Kate Kraus, Leonora "Lee" S. Meyercord Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434185 434185 98 G5056 1:02:49 https://www.pli.edu/programs/understanding-the-bba-partnership-audit-rules/434181?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Tax planning and strategy Taken from the Web Program Recorded April 1, 2025 in New YorkBBA Partnership Audit Rules in the Transactional Context [01:01:00]It is crucial to take the BBA into account in the transactional context, when a partnership is formed or dissolved, when a partner joins and leaves a partnership, and in partnership mergers, divisions, and other transactions. Under the BBA, the partnership representative and designated individual are generally the only persons allowed to act on behalf of the partnership and its partners; changes to these designations are only allowed in limited situations. In addition, the BBA affects the amount at risk in the event an adjustment is made and the party who bears that risk. Moreover, it is not always advantageous, and not always possible, to make a Section 6226 push out election. Transactional planning must therefore take into account the possibility that such an election will not be made or might not be valid. 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, Richard A. Husseini, Kate KrausThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Partnership Terminations and the Bipartisan Budget Act (Updated November 2024)Kate KrausBBA Indemnities May Result in Double TaxationKate KrausPresentation MaterialBBA Partnership Audit Rules in the Transactional ContextJennifer M. Black, Richard A. Husseini, Kate Kraus Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434181 434181 98 G5056 1:02:30 https://www.pli.edu/programs/understanding-the-bba-partnership-audit-rules/434183?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Tax planning and strategy Taken from the Web Program Recorded April 1, 2025 in New YorkAdministrative Adjustment Requests (“AARs”) Under the BBA [01:31:14]Under the BBA, partnerships cannot amend their income tax returns. Instead, they may file an administrative adjustment request (“AAR”) to adjust items on their previously filed partnership return. AARs are different from amended returns; for example, with an AAR, it is possible for tax to be paid by the partnership instead of the partners. This discussion will explore AAR procedures, the substantive rules regarding who must pay any additional tax, the treatment of negative adjustments, special issues for tiered structures, and whether a protective AAR may be filed. After completing this session, participants will be able to:Identify common pitfalls in AAR filingsDetermine whether a partnership should pay an imputed underpayment or “push out” an adjustment to its partnersRecognize adjustments that must be pushed out to the partnersDetermine the best time to file an AARUnderstand how AARs work in tiered structuresJennifer M. Black, Ossie Borosh, Matthew CooperThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Demystifying Administrative Adjustment RequestsJennifer M. BlackPractical Tips for Preparing an Administrative Adjustment RequestJennifer M. BlackPartnership Administrative Adjustment Requests (AARs) Are Dangerous (April 2020; Updated November 2022)Kate KrausPresentation MaterialAdministrative Adjustment Requests (AARs) under the BBAJennifer M. Black, Ossie Borosh, Matthew Cooper Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434183 434183 98 G5056 1:33:26 https://www.pli.edu/programs/understanding-tax-controversy/433746?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Tax planning and strategy Taken from the Web Program Recorded March 24, 2025 in New YorkUnique Tax Controversy Issues Relating to Partnerships [01:02:05]On October 22, 2024, the IRS announced the launch of a pass-through compliance unit within the Large Business & International Division, with the goal of bringing together teams of specialists from across the agency to more efficiently conduct audits of pass-through entities. These audits will mainly be conducted under the Bipartisan Budget Act (“BBA”) procedures in effect for tax years beginning in 2018. This panel will focus on steps being taken by the IRS to coordinate partnership audits, discuss partnership-related campaigns and other areas of substantive focus and provide insight into procedural aspects of the BBA rules, including the determination of imputed underpayments, when the modification rules may be useful, how the modification procedures are being implemented, and pitfalls to watch out for with push-out elections. After completing this session, participants will be able to:Assist taxpayers in understanding the unique procedures applicable to partnerships under the BBA, including navigating the modification and push out proceduresAnticipate the types of issues the IRS is likely to focus on in auditing partnershipsDevelop approaches to timely and effectively resolve audits of partnershipsJennifer M. Black, Rochelle Hodes, Kate KrausThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Crowe LLP Tax News Highlights, Correcting Partnership Return Errors (September 26, 2024)Caleb Egli,Adam Silva,Rochelle L. HodesPartnership Terminations and the Bipartisan Budget Act (Updated November 2024)Kate KrausThe Push-Out Election and AARs Might Not Get You Back to Kansas (Updated January 2024)Kate KrausPartnership Administrative Adjustment Requests (AARs) Are Dangerous (April 2020; Updated November 2022)Kate KrausBBA Indemnities May Result in Double TaxationKate KrausPresentation MaterialUnique Tax Controversy Issues Relating to PartnershipsJennifer M Black, Rochelle L. Hodes, Kate Kraus Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433746 433746 98 G4802 1:03:35 https://www.pli.edu/programs/understanding-tax-controversy/433743?tCode=WTC5_RSS01 Tax Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded March 24, 2025 in New YorkIRS Enforcement Priorities [00:58:46]The IRS received a substantial funding boost intended to increase its ability to enforce the tax laws with respect to large businesses and wealthy individuals. The session will identify areas of increased IRS enforcement, such as high-income cases, partnership issues, digital assets, FBAR violations, employment tax issues and promoted tax shelters. Panelists will address challenges the IRS will face as it endeavors to implement its strategic operating plan, complicated by issues flowing from tax administration in a global economy, including transfer pricing, competing jurisdictional claims for primary taxing rights, and double taxation and increased application of the Administrative Procedure Act to tax regulations and other guidance. After completing this session, participants will be able to:Help clients anticipate areas of increased IRS enforcementIdentify areas of potential challenges on clients’ returnsBetter understand the issues the IRS faces as it pursues its enforcement missionPamela Grewal, S. Starling MarshallThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:IRS Modernization and Enforcement Priorities (January 15, 2025)Pamela Grewal,S. Starling MarshallPresentation MaterialIRS Enforcement PrioritiesPamela Grewal, S. Starling Marshall Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433743 433743 98 G4802 1:00:58 https://www.pli.edu/programs/understanding-tax-controversy/433740?tCode=WTC5_RSS01 Appeals Tax litigation Tax Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded March 24, 2025 in New YorkRecent Tax Cases and Pending Litigation [01:01:21]Recently decided and pending tax cases provide a window into the IRS’s enforcement priorities and the types of issues giving rise to disputes with taxpayers that may be difficult to resolve on audit, in appeals or through other means. This panel will review a number of pending and recently decided cases, including Moore, Loper Bright, Corner Post, Varian, 3M, Patel, Liberty Global and Otay. After completing this session, participants will be able to:Analyze developing tax issues that may affect clientsAnticipate which IRS rules and regulations may be subject to judicial challengeIdentify arguments and strategies to use when representing clients before the IRSJustin L. Campolieta, James B. KellyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Recent Tax Cases and Pending LitigationJustin L. CampolietaPresentation MaterialRecent Tax Cases and Pending LitigationJustin L. Campolieta, James B. Kelly Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433740 433740 98 G4802 1:03:33 https://www.pli.edu/programs/active-listening-for-lawyers-and-paralegals--a-critical-skill-for-high-performance/436196?tCode=WTC5_RSS01 Taken from the Web Program Recorded March 20, 2025 in New YorkActive Listening for Lawyers and Paralegals – A Critical Skill for High Performance [01:04:52]After completing this session, participants will be able to: Know the difference between hearing and genuine active listening Recognize the overwhelming benefits of active listening in today’s legal world See the pitfalls to avoid to stay engaged with your speakers  Use active listening when leading a team, managing up and interacting with others Figure out the important role active listening plays in client matter management and how it can impact client services and relationship building Presentation MaterialActive Listening Assessment for Legal ProfessionalsNatalie Loeb, David B. SarnoffActive Listening for Lawyers and Paralegals – A Critical Skill for High PerformanceNatalie Loeb, David B. SarnoffThe Case for Active ListeningNatalie Loeb, David B. Sarnoff Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436196 436196 98 G4418 1:04:52 https://www.pli.edu/programs/navigating-california-employment-law-key-strategies-for-successful-litigation/436199?tCode=WTC5_RSS01 Employment and labor Litigation Discovery Depositions Trial Taken from the Web Program Recorded March 20, 2025 in San FranciscoNavigating California Employment Law: Key Strategies for Successful Litigation [01:04:18]After completing this session, participants will be able to:Understand the importance of effective communication in a litigation settingLearn about the need for creating a relatable and compelling narrative for trialIdentify how to lay a solid foundation for your trial and discovery processLearn about the importance of written discoveryDiscover how to maximize the impact of depositionsUnderstand the value of civility as an essential tool in court room settingsIdentify how to navigate through all applicable rules including the California Code of Civil Procedure, California Rules of Court, Local Rules, and other Judge Specific Standing OrdersNavruz Avloni, Yoon-Woo NamPresentation MaterialHandout: Communication & Narrative in LitigationYoon-Woo Nam, Navruz Avloni Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 436199 436199 98 G5410 1:04:18 https://www.pli.edu/programs/erisa-fiduciary-investment-basics/433408?tCode=WTC5_RSS01 Qualified professional asset manager Exemptions (Qualified professional asset manager) Practice skills (Employee benefits) Regulation, compliance, and enforcement (Employee benefits) Fiduciary responsibility rules (Employee benefits) Taken from the Web Program Recorded March 18, 2025 in New YorkCase Study: Current DOL Regional Investigations, Audits and Current Initiatives [01:02:07]This panel will provide an overview of recent DOL pronouncements and initiatives (e.g., the status of the fiduciary rule, the QPAM amendments). In addition, the panel will use a case study to discuss and illustrate related ERISA considerations in the context of navigating a DOL audit. After attending this session, participants will be able to:Identify current DOL initiatives (including with respect to regional investigations and audits)Discuss practical considerations when navigating a DOL auditDetermine practical considerations relevant when deciding whether to obtain DOL guidance (e.g., advisory opinion and individual exemption applicationsUnderstand basic principles related to requesting retroactive relief, and requesting relief from self-dealing prohibitionsSkills credit for NY Attorneys Speakers: Nichelle Langone, Joshua A. Lichtenstein, Bibek Pandey The purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Labor, Employee Benefits Security Administration, Amendment to Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption), 29 CFR Part 2550, 89 Fed. Reg. 23090, No. 65 (April 3, 2024)Elizabeth L. DyerU.S. Department of Labor, Employee Benefits Security Administration, Procedures Governing the Filing and Processing of Prohibited Transaction Exemption Applications, 29 CFR Part 2570, 89 Fed. Reg. 4662, No. 16 (January 24, 2024)Elizabeth L. DyerCleary Gottlieb Steen & Hamilton LLP, How to Lose (or Not Lose) the QPAM Exemption in 75 Days—The DOL’s Final QPAM Amendments (April 12, 2024)Elizabeth L. DyerAppendix A: Chart Illustrating ERISA 3(14)—Party in InterestElizabeth L. Dyer,Michael J. Albano,Andrea L. PollakOutline: What to Expect from an EBSA InvestigationNichelle LangonePatrick S. Menasco, Bibek Panday and John J. Cleary, Goodwin Procter LLP, Alert, The Department of Labor Finalizes Changes to the QPAM Exemption—A Favored Management Tool Gets Less User-Friendly (April 9, 2024)Bibek PandeyAttachment: QPAM Exemption Comparison Chart (January 16, 2025)Bibek PandeyPresentation MaterialCase Study: Current DOL Regional Investigations, Audits and Current InitiativesNichelle Langone, Joshua A. Lichtenstein, Bibek Pandey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433408 433408 98 G3136 1:02:07 https://www.pli.edu/programs/erisa-fiduciary-investment-basics/433414?tCode=WTC5_RSS01 Assets (Employee benefit plans) Form 5500 Regulation, compliance, and enforcement (Employee benefits) Fiduciary responsibility rules (Employee benefits) Retirement benefits Taken from the Web Program Recorded March 18, 2025 in New YorkERISA Investors’ Perspectives: A Case Study [01:00:33]This panel will use a case study to review the basic ERISA responsibilities when considering investing ERISA plan assets in a private fund. After attending this panel, participants will be able to:Discern how the responsibilities of “named fiduciaries” differ if the proposed fund is a plan asset fund compared to a non-plan asset fundNavigate special features of such an investment including, without limitation:Impact of ERISA’s indicia of ownership rulesA checklist of considerations when reviewing the fund documents5500 reporting and 408(b)(2) fee disclosureProxy votingESG considerationsSkills credit for NY Attorneys Speakers: Elizabeth L. Dyer, Andrea L. Pollak, Alan J. Yurowitz The purchase price of this Web Program segment includes the following article from the Course Handbook available online:ERISA Investor Checklist for Investment in a Hedge FundElizabeth L. Dyer,Andrea L. Pollak,Alan J. YurowitzPresentation MaterialERISA Investors’ Perspectives: A Case StudyElizabeth L. Dyer, Andrea L. Pollak, Alan J. Yurowitz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433414 433414 98 G3136 1:01:15 https://www.pli.edu/programs/erisa-fiduciary-investment-basics/433420?tCode=WTC5_RSS01 Coverage requirements (Employee benefits) Assets (Employee benefit plans) Exemptions (Qualified professional asset manager) Fiduciary responsibility rules (Employee benefits) Prohibited transactions (Employee benefits) Taken from the Web Program Recorded March 18, 2025 in New YorkERISA Basics [01:04:20]This panel will discuss key definitions and fiduciary concepts that apply when investing plan assets. After completing this session, participants will be able to: Define important ERISA terms (e.g. fiduciary, plan assets, party in interest)Discuss ERISA’s fiduciary responsibility rules (e.g. prudent person standard)Differentiate settlor functions from ERISA fiduciary functionsIdentify ERISA prohibited transactions and certain exemptionsSpeakers: Cassandra Labbees, Sarah N. Lowe, Matthew T. Rutchik The purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Department of Labor, Employee Benefits Security Administration, Meeting Your Fiduciary Responsibilities (September 2021)Cassandra LabbeesU.S. Department of Labor, Employee Benefits Security Administration, Guidance on Settlor v. Plan ExpensesCassandra LabbeesU.S. Department of Labor, Employee Benefits Security Administration, Advisory Opinions 2003-04A (March 26, 2003)Cassandra LabbeesPresentation MaterialERISA BasicsCassandra Labbees, Sarah N. Lowe, Matthew T. Rutchik Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433420 433420 98 G3136 1:04:20 https://www.pli.edu/programs/erisa-fiduciary-investment-basics/433411?tCode=WTC5_RSS01 Defined contribution plans 401(k) plans Practice skills (Employee benefits) Fiduciary responsibility rules (Employee benefits) Liability (Fiduciary responsibility rules) Taken from the Web Program Recorded March 18, 2025 in New YorkFundamentals for 401(k) Plan Fiduciaries [01:02:20]This panel will discuss key definitions and fiduciary concepts that apply to defined contribution plans (e.g., 401(k) plans) where the participant is responsible for directing investment of his or her account. After attending this session, participants will be able to:Describe the basic fiduciary responsibilities in the context of a 401(k) planIdentify how participant direction of account investments can limit fiduciary responsibilityRecognize the key areas of possible fiduciary liability exposure (including recordkeeping and other fees)Skills credit for NY Attorneys Speakers: Linda J. Haynes, Alicia C. McCarthy, Ryan Wheeler, Alan WilmitThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:ERISA Sections 404(a) and 404(c) ChecklistLinda J. HaynesKai Richter, Fiduciary Basics for 401(k) Plan FiduciariesRyan WheelerPresentation MaterialFundamentals for 401(k) Plan FiduciariesLinda J. Haynes, Alicia C. McCarthy, Ryan Wheeler, Alan S. Wilmit Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433411 433411 98 G3136 1:03:02 https://www.pli.edu/programs/erisa-fiduciary-investment-basics/433405?tCode=WTC5_RSS01 Practice skills (Employee benefits) Fiduciary responsibility rules (Employee benefits) Attorney-client privilege Confidentiality (Ethics and professional responsibility) Regulation, compliance, and enforcement (Ethics and professional responsibility) Taken from the Web Program Recorded March 18, 2025 in New YorkEthical Considerations for ERISA Practitioners [01:00:02]This panel will use a case study to review some of the professional responsibility rules that may be implicated when representing plan fiduciaries. After attending this session, participants will be able to:Identify the client to be able to appreciate potential conflicts of interestDescribe an attorney’s confidentiality obligationsRecognize exceptions to the attorney-client privilege that may apply when representing plan fiduciariesSpeakers: Shannon Barrett, Arthur H. Kohn, Jeffrey A. LiebermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Robert N. Eccles and Shannon M. Barrett, Fiduciary Litigation Under ERISA (December 31, 2023)Shannon M. BarrettGlenn E. Butash and Jeffrey A. Lieberman, Professional Responsibility and the ERISA Lawyer (Substantive Outline)Jeffrey A. Lieberman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433405 433405 98 G3136 1:00:44 https://www.pli.edu/programs/erisa-fiduciary-investment-basics/433417?tCode=WTC5_RSS01 Assets (Employee benefit plans) Qualified plans (Employee benefit plans) Regulation, compliance, and enforcement (Employee benefits) Regulation, compliance, and enforcement (Securities and other financial products) Private equity funds Taken from the Web Program Recorded March 18, 2025 in New YorkCase Study: The Launch – Establishing a Fund in 2025 [01:15:28]This panel will use a case study to review the basic ERISA issues raised when establishing a private fund that may have significant “benefit plan investors” (e.g. “plan asset” considerations, ERISA compliance considerations). The panel will highlight relevant similarities and differences across various fund strategies and structures (e.g., hedge funds, private equity funds and others). After attending this session, participants will be able to:Differentiate between the different approaches for structuring a private fund (e.g., whether to structure the fund to avoid holding “plan assets” or to comply with ERISA)Have a general understanding of what it means when a fund is operated as a “plan asset” fundEvaluate the potential effect on business operations if a fund is a “plan asset” fundUnderstand basic principles relating to feeder funds and hardwiring, including special considerations that arise when exercising discretionSkills credit for NY Attorneys Speakers: Michael J. Albano, Ira G. Bogner, Sarah E. Downie, Elizabeth L. Dyer, S. John RyanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:ERISA Basics of Establishing a Plan Assets FundMichael J. Albano,Elizabeth L. Dyer,Ira G. Bogner,Sarah E. Downie,S. John Ryan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433417 433417 98 G3136 1:16:10 https://www.pli.edu/programs/va-character-of-discharge-determinations-how-to-help-veteran-clients-with-less-than-honorable-discharges--updates-on-recent-regulation-changes/432372?tCode=WTC5_RSS01 Mental health Post-traumatic stress disorder Veterans' health Public interest law and pro bono Veterans (Public interest law and pro bono) Thousands of people who served in the military are not considered a veteran by the VA. These men and women are not “veterans” under the VA’s definition because they left the service with a less than honorable discharge. Since 2001, over 125,000 people have been discharged from active duty who do not have “veteran status” at the VA, including 30,000 service members who deployed to a contingency operation during their service. Frequently, a veteran’s discharge status was heavily influenced by factors outside of their control, such as the era of their service, their branch of service, or even racial discrimination. Moreover, servicemembers who suffer from PTSD or other mental health conditions are more likely to be given a less than honorable discharge than other servicemembers.Former servicemembers with less than honorable discharges are not automatically eligible for VA benefits. This means that they are not able to access the VA healthcare and VA monetary benefits that are available to other veterans. However, a servicemember with a less than honorable discharge can obtain “veteran status” and access to VA benefits through a process called the Character of Discharge (COD) Determination. The COD determination process at the VA can be confusing and complicated for many veterans to navigate on their own. This is particularly true for veterans with less than honorable discharges, who are disproportionally vulnerable. These veterans are three (3) times more likely to have suicidal ideation, are twice as likely to commit suicide, seven (7) times more likely to be unhoused, and have a 50% higher incarceration rate than vets with honorable discharges. As such, attorney assistance and advocacy through this process is vital and can be lifechanging.The VA recently made significant changes to the regulations governing this process. It is crucial for veterans advocates to understand the current regulations in order to give veterans the best advice on how to obtain the favorable COD determination and obtain eligibility for the crucial VA benefits that they are entitled to. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 432372 432372 98 G5390 1:02:46 https://www.pli.edu/programs/global-ip-spotlight--brands/435360?tCode=WTC5_RSS01 Taken from the Web Program Recorded March 17, 2025 in New YorkGlobal IP Spotlight – Brands [01:06:50] Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435360 435360 98 G5434 1:06:50 https://www.pli.edu/programs/hot-topics-in-state-and-local-tax/433237?tCode=WTC5_RSS01 Tax SALT Taken from the Web Program Recorded March 12, 2025 in New YorkPost-2024 Election State/Local Tax Policy Update [01:05:51]This panel will explore the impacts of the 2024 election on federal and state tax legislative and policy trends. After completing this session, participants will be able to:Discuss the potential for changes to federal tax policy in the wake of the 2024 electionIdentify the state/local tax legislative and policy trends that may be impacted by the results of the 2024 electionNikki E. Dobay, Scott RobertiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:EY, State Tax Alert, 2024 State and Local Tax Ballot Measures: An Update on What Passed and What FailedScott RobertiEY, State Tax Policy: Potential Impacts of the 2024 ElectionScott RobertiPresentation MaterialPost-2024 Election State/Local Tax Policy UpdateNikki E. Dobay, Scott Roberti Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433237 433237 98 G3152 1:07:21 https://www.pli.edu/programs/hot-topics-in-state-and-local-tax/433231?tCode=WTC5_RSS01 Foreign corporations Tax treaties Tax Income tax SALT Taken from the Web Program Recorded March 12, 2025 in New YorkThe Globalization of State Income Taxes [01:00:37]There have been several recent proposals to implement worldwide combined tax reporting and to disregard tax treaties with foreign countries, thereby subjecting foreign corporations to state income taxation. Moreover, the states continue to seek to tax income that is by its nature foreign source (i.e. global intangible low-taxed income or “GILTI”) and to audit the transfer pricing of global organizations, regardless of whether the IRS has performed a transfer pricing audit and even diverging from federal transfer pricing determinations. This discussion will examine the latest developments in the globalization of state income taxes. After completing this session, participants will be able to:Recognize the adjustments being pursued by state/local taxing authorities to broaden the state income tax baseEmploy counterarguments and tactics to minimize potential tax liabilities and/or assessmentsDoran J. Gittelman, Samuel K. LeeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Globalization of State Income TaxesDoran J. Gittleman,Samuel K. LeePresentation MaterialThe Globalization of State Income TaxesDoran J. Gittelman, Samuel K. Lee Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433231 433231 98 G3152 1:02:49 https://www.pli.edu/programs/hot-topics-in-state-and-local-tax/433234?tCode=WTC5_RSS01 Tax SALT Sales taxes Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded March 12, 2025 in New YorkThe Future of Sales/Use Tax [00:58:50]This session will explore the long-term trends in sales/use tax process and procedure, including the use of artificial intelligence (AI) in the compliance process, developments in the marketplace provider rules, potential implementation of real-time sales/use tax reporting to taxing authorities, and other trends impacting the future of sales/use tax. After completing this session, participants will be able to:Identify key trends impacting the future of sales/use tax collectionsDefine key terms and understand issues impacting sales/use tax processes and proceduresJayson B. Edell, Robert M. MorseThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:EY, Alert, Texas Comptroller Proposes Significant Changes to Sales and Use Tax Regulations for Data Processing Services (October 10, 2024)Jayson B. EdellPresentation MaterialThe Future of Sales/Use TaxJayson B. Edell, Robert M. Morse Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433234 433234 98 G3152 1:01:02 https://www.pli.edu/programs/the-legal-ethics-of-crisis-lawyering/431661?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Professional conduct Public interest law and pro bono Professional development This program will analyze the special ethics issues lawyers confront when dealing with crises in their practice and emergency situations. It will focus on some of the lawyer experiences recounted in Crisis Lawyering: Effective Legal Advocacy in Crisis Situations (Ray Brescia & Eric K. Stern, eds., NYU Press 2021), including those of lawyers dealing with the early efforts to address the travel ban in the first Trump Administration, lawyers representing detainees in the U.S. prison on Guantánamo Bay, lawyering on Election Day, those who have had clients sought by government officials because of their clients’ immigration status, and lawyers working to combat climate change. It will address the ethical constraints under which lawyers operate in such situations, but also strategies for working effectively and zealously within them and engaging in advance planning for them. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 431661 431661 98 G5335 1:03:04 https://www.pli.edu/programs/manufacturing-and-consumer-products-law-institute/433222?tCode=WTC5_RSS01 Class actions Commercial litigation Personal injury litigation Product liability litigation Multidistrict litigation Taken from the Web Program Recorded March 11, 2025 in New YorkMult-district Litigation and National Coordinating Counsel: Framing Mass Tort and Class Action Litigation [01:18:26]This segment will discuss the multi-district litigation course management process and recent rulings on consumer product mass tort actions. After completing this session, participants will be able to: Prepare to serve as or work with National Coordinating Counsel (NCC)Discuss the core responsibilities of NCC law firmsAnalyze choice of law and jurisdictional issues in mass tort class actions subject to multi-district litigationCompare recent outcomes of multi-district decisions on consumer products manufacturing industriesElizabeth R. Bain, Kerryann M. CookThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Order Denying Transfer, In re: Benzoyl Peroxide Marketing, Sales Practices and Products Liability Litigation, MDL No. 310 (J.P.M.L. 2024)Elizabeth R. Bain,Mike GentineOpinion and Order Granting in Part Motion to Dismiss, In re: Acetaminophen–ASD-ADHD Products Liability Litigation, Nos. 22md3043 (DLC); 22mc3043(DLC); 22cv9011(DLC) (S.D.N.Y. 2023)Elizabeth R. Bain,Mike GentineDecision, Sardis v. Overhead Door Corporation, No. 20-1411 (4th Cir. 2021)Elizabeth R. Bain,Mike Gentine Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433222 433222 98 G4103 1:18:26 https://www.pli.edu/programs/manufacturing-and-consumer-products-law-institute/433228?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Product liability litigation Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Liabilities (Securities filings and financial statements) Taken from the Web Program Recorded March 11, 2025 in New YorkCPSC Regulatory Roundup: Recent Updates and a Look Ahead [01:20:30]This segment will delve into recent activity by the U.S. Consumer Product Safety Commission (CPSC) impacting product safety standards. After completing this session, participants will be able to: Understand the revisions to the certificates of compliance rule including the new eFiling provisionHave a clearer understanding of outstanding and proposed rulesDiscover new tools on how to stay up to date and involved in the regulatory processWill CuseyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Consumer Product Safety Commission, Final Rule, Certificates of Compliance, 16 CFR Part 1110, 90 Fed. Reg. 1800, No. 5 (January 8, 2025)Elizabeth R. Bain,Mike GentinePresentation MaterialHandout: eFiling Product Registry GuideWill CuseySegment PowerPoint: CPSC Regulatory Roundup: Recent Updates and a Look AheadWill Cusey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433228 433228 98 G4103 1:21:13 https://www.pli.edu/programs/manufacturing-and-consumer-products-law-institute/433224?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Product liability litigation Taken from the Web Program Recorded March 11, 2025 in New YorkPFAS As the Greatest Manufacturing & Consumer Products Business Risk and Disruptor: 2025 Updates [01:18:56]After completing this session, participants will be able to:Understand the PFAS litigation risks to the manufacturing and consumer products sectors in 2025Review recent agency approaches to tracking and regulating PFAS in manufacturing and consumer products sectorsConsider how 2024 PFAS developments and supply chain factors have impacted companies and look ahead in 2025 from a compliance and financial standpointGain practice tips for mitigating PFAS business risksJohn P. GardellaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Consumer Product Safety Commission and RTI International, Final White Paper, Characterizing PFAS Chemistries, Sources, Uses, and Regulatory Trends in U.S. and International Markets (June 20, 2023)Elizabeth R. Bain,Mike GentineOpinion and Order, Hernandez and Catalano v. The Wonderful Company LLC and POM Wonderful LLC, No. 1:23-cv-01242-ER (S.D.N.Y. 2024)Elizabeth R. Bain,Mike GentinePresentation MaterialSegment PowerPoint: PFAS As the Greatest Manufacturing & Consumer Products Business Risk and Disruptor: 2025 UpdatesJohn Gardella Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433224 433224 98 G4103 1:18:56 https://www.pli.edu/programs/manufacturing-and-consumer-products-law-institute/433226?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Corporate law) Product liability litigation Taken from the Web Program Recorded March 11, 2025 in New YorkConsumer Product Defects: Reporting, Recalls, Litigation and Regulatory Risks [01:14:54]This segment will discuss how and when to report product defects, while preparing for outcomes. After completing this session, participants will be able to:Know companies’ reporting duties under the Consumer Product Safety ActDiscuss how companies should approach evaluating potential reporting situationsPrepare to work with CPSC in a reporting situationWeigh factors in choosing Fast Track versus non-Fast Track reportingUnderstand the importance of considering both regulatory risks and litigation risksMike GentineThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Consumer Product Safety Commission, Office of Compliance & Field Operations, Product Safety Planning, Reporting, and Recall Handbook (Updated September 2021)Mike GentineEric A. Rubel, et al., Arnold & Porter, CPSC Desk Reference: Section 15 of the Consumer Product Safety Act (February 2024)Mike GentineU.S. Food and Drug Administration, Department of Health and Human Services, Notice, Food Contact Notifications That Are No Longer Effective, 90 Fed. Reg. 653, No. 3 (January 6, 2025)Elizabeth R. Bain,Mike GentinePresentation MaterialSegment PowerPoint: Consumer Product Defects: Reporting, Recalls, Litigation and Regulatory RisksMike Gentine Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433226 433226 98 G4103 1:15:36 https://www.pli.edu/programs/ip-discussions--sports/435066?tCode=WTC5_RSS01 Taken from the Web Program Recorded March 10, 2025 in New YorkIP Discussions – Sports [01:00:02]After completing this program, viewers will be able to answer:What rights are held by professional sports teams?How is counterfeiting investigated and thwarted?What other intellectual property rights are there in sports?Bonnie Jarrett, Aaron Schroeder, Joshua L. Simmons Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435066 435066 98 G5427 1:00:02 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/432856?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 March 5, 2025 in New YorkCorporate Alternative Minimum Tax (CAMT) Scope and Adjusted Financial Statement Income (AFSI) Overview [00:59:02]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:Gibson, Dunn & Crutcher LLP, Alert, IRS and Treasury Issue Interim Guidance Addressing the Corporate Alternative Minimum Tax (January 6, 2023)Pamela Lawrence Endreny,Adam Gregory,Kathryn A. Kelly,Jennifer L. Sabin,Eric B. Sloan,Matthew J. DonnellyEY, Global Tax Alert, Proposed CAMT Regulations Offer Some Clarification, But AFSI Adjustments Are Significantly ComplicatedTimothy Powell,Shane KiggenKPMG LLP, Alert, Analysis and Observations on the Proposed CAMT Regulations (October 4, 2024)Monisha SantamariaNew York State Bar Association, Tax Section, Report No. 1473—Report on Selected Issues Relating to the Corporate Alternative Minimum Tax (March 20, 2023)Matthew J Donnelly,Tijana J DvornicAmerican Bar Association, Tax Section, Report—Comments on Corporate Alternative Minimum Tax Under Section 59(k) (March 20, 2023)Matthew J Donnelly,Tijana J DvornicPresentation MaterialCAMT: Scope 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 432856 432856 98 G5316 1:01:14 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/432850?tCode=WTC5_RSS01 Corporate tax International tax Cross-border transactions Tax Taken from the Web Program Recorded March 5, 2025 in New YorkInternational Taxation and the Corporate Alternative Minimum Tax (CAMT) [01:04:01]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, William L. McRae, Julia H. Skubis Weber, Brett YorkThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gibson, Dunn & Crutcher LLP, Alert, IRS and Treasury Issue Interim Guidance Addressing the Corporate Alternative Minimum Tax (January 6, 2023)Pamela Lawrence Endreny,Adam Gregory,Kathryn A. Kelly,Jennifer L. Sabin,Eric B. Sloan,Matthew J. DonnellyKPMG LLP, Alert, Analysis and Observations on the Proposed CAMT Regulations (October 4, 2024)Monisha SantamariaNew 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. 1473—Report on Selected Issues Relating to the Corporate Alternative Minimum Tax (March 20, 2023)Matthew J Donnelly,Tijana J DvornicAmerican Bar Association, Tax Section, Report—Comments on Corporate Alternative Minimum Tax Under Section 59(k) (March 20, 2023)Matthew J Donnelly,Tijana J DvornicPresentation MaterialInternational Taxation and the Corporate Alternative Minimum Tax (CAMT)Alec J. Jarvis, William L. McRae, 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 432850 432850 98 G5316 1:05:32 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/432847?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax Tax planning and strategy Taken from the Web Program Recorded March 5, 2025 in New YorkCorporate Alternative Minimum Tax (CAMT) and M&A [01:01:40]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, Shane J. Kiggen, Deborah L. Paul, Sara B. ZablotneyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gibson, Dunn & Crutcher LLP, Alert, IRS and Treasury Issue Interim Guidance Addressing the Corporate Alternative Minimum Tax (January 6, 2023)Pamela Lawrence Endreny,Adam Gregory,Kathryn A. Kelly,Jennifer L. Sabin,Eric B. Sloan,Matthew J. DonnellyKPMG LLP, Alert, Analysis and Observations on the Proposed CAMT Regulations (October 4, 2024)Monisha SantamariaNew York State Bar Association, Tax Section, Report No. 1473—Report on Selected Issues Relating to the Corporate Alternative Minimum Tax (March 20, 2023)Matthew J Donnelly,Tijana J DvornicAmerican Bar Association, Tax Section, Report—Comments on Corporate Alternative Minimum Tax Under Section 59(k) (March 20, 2023)Matthew J Donnelly,Tijana J DvornicPresentation MaterialCAMT and M&AKevin M. Jacobs, Shane J. Kiggen, Deborah L. Paul, Sara B. Zablotney Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 432847 432847 98 G5316 1:03:10 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/432859?tCode=WTC5_RSS01 Financial accounting Corporate tax Tax Income tax Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded March 5, 2025 in New YorkCorporate Alternative Minimum Tax (CAMT): Reconciling Tax and Financial Accounting Principles [01:02:51]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, Michelle L. Hanlon, Timothy "Tim" PowellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gibson, Dunn & Crutcher LLP, Alert, IRS and Treasury Issue Interim Guidance Addressing the Corporate Alternative Minimum Tax (January 6, 2023)Pamela Lawrence Endreny,Adam Gregory,Kathryn A. Kelly,Jennifer L. Sabin,Eric B. Sloan,Matthew J. DonnellyKPMG LLP, Alert, Analysis and Observations on the Proposed CAMT Regulations (October 4, 2024)Monisha SantamariaNew York State Bar Association, Tax Section, Report No. 1473—Report on Selected Issues Relating to the Corporate Alternative Minimum Tax (March 20, 2023)Matthew J Donnelly,Tijana J DvornicAmerican Bar Association, Tax Section, Report—Comments on Corporate Alternative Minimum Tax Under Section 59(k) (March 20, 2023)Matthew J Donnelly,Tijana J DvornicPresentation MaterialCAMT: Reconciling Tax and Financial Accounting SystemsMatthew J. Donnelly, Michelle L. Hanlon, Timothy Powell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 432859 432859 98 G5316 1:05:03 https://www.pli.edu/programs/understanding-the-corporate-alternative-minimum-tax-camt/432853?tCode=WTC5_RSS01 Corporate tax Partnership tax Passthroughs (Tax) Regulation, compliance, and enforcement (Tax) Tax planning and strategy Taken from the Web Program Recorded March 5, 2025 in New YorkPartnerships under the Corporate Alternative Minimum Tax (CAMT) [01:01:47]Under the proposed regulations, CAMT could impact innumerable partnerships in surprising and burdensome ways. This session will address the partnership reporting requirements under the CAMT “bottom up” approach to computing AFSI and will explore the ways in which CAMT departs from certain bedrock rules of Subchapter K, with a focus on partnership contributions and distributions. After completing this session, participants will be able to:Grasp the breadth of the reporting obligations applicable to partnerships and their partners under the CAMT proposed regulationsUnderstand the application of CAMT deferred partner and partnership gain regimesIdentify critical issues in partnership transactions involving CAMT entitiesMonisha Santamaria, Eric B. Sloan The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gibson, Dunn & Crutcher LLP, Alert, IRS and Treasury Issue Interim Guidance Addressing the Corporate Alternative Minimum Tax (January 6, 2023)Pamela Lawrence Endreny,Adam Gregory,Kathryn A. Kelly,Jennifer L. Sabin,Eric B. Sloan,Matthew J. DonnellyKPMG LLP, Alert, Analysis and Observations on the Proposed CAMT Regulations (October 4, 2024)Monisha SantamariaNew York State Bar Association, Tax Section, Report No. 1473—Report on Selected Issues Relating to the Corporate Alternative Minimum Tax (March 20, 2023)Matthew J Donnelly,Tijana J DvornicAmerican Bar Association, Tax Section, Report—Comments on Corporate Alternative Minimum Tax Under Section 59(k) (March 20, 2023)Matthew J Donnelly,Tijana J DvornicPresentation MaterialPartnerships under the Corporate Alternative Minimum Tax (CAMT)Monisha Santamaria, Eric B. Sloan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 432853 432853 98 G5316 1:03:17 https://www.pli.edu/programs/advanced-adr--the-road-to-recovery-insurance-and-legal-insights-for-fire-damaged-communities/435051?tCode=WTC5_RSS01 Taken from the Web Program Recorded March 4, 2025 in New YorkAdvanced ADR – The Road to Recovery: Insurance and Legal Insights for Fire-Damaged Communities [01:05:25]After completing this program, viewers will be able to:Gain an overview of the Palisades and Eaton fires' impact, including damage assessments, affected insurance policies, and underinsurance concernsReview key aspects of claims handling, such as bad faith practices, the Unfair Claims Practices Act, and good faith investigationsUnderstand how loss evaluation will address fire, smoke, and ash damage, debris flow damage, rebuilding, property values, underinsured risks, and coverage for common types of damageDiscuss ongoing litigation, expedited dispute resolution programs, and mediation effortsAttain key takeaways on insurance recovery and the next steps for policyholders and stakeholders.Rick Hammond, Jean Lawler, Michael McEvoy, Lisa RomeoPresentation MaterialA Guide to AAA-ICDR Disaster Recovery Claims Mediation ProceduresLisa Romeo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 435051 435051 98 G5424 1:05:25 https://www.pli.edu/programs/california-and-federal-immigration-law--legal-and-policy-issues-in-a-changing-or-challenging-landscape/432618?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Immigration and naturalization) Immigration executive orders Taken from the Web Program Recorded February 28, 2025 in San FranciscoCalifornia and Federal Immigration Law: Legal and Policy Issues on a Changing Landscape [01:04:27]After completing this session, viewers will be able to:Review the latest executive orders related to immigration, and how they relate to current client needs in CaliforniaUnderstand risk categories, parole programs and enforcementAnalyze the legal and policy issues in an area currently in flux, and what could lie aheadReena Arya, Kaveena SinghPresentation MaterialCalifornia and Federal Immigration LawReena Arya, Kaveena SinghNILA Practice Advisory - January 9, 2025Reena Arya, Kaveena SinghSummary of Executive Order and PoliciesReena Arya, Kaveena Singh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 432618 432618 98 G5406 1:01:36 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/432543?tCode=WTC5_RSS01 Civil procedure Discovery Electronic discovery Pre-trial procedure Expert witnesses Taken from the Web Program Recorded February 27, 2025 in New YorkUpdate on Discovery Issues in Federal Civil Practice [01:07:14]This panel will provide an update on electronic and other fact and expert discovery issues. Through this session, participants will:Engage in discussion about best practices for discoveryDiscuss new case law related to discovery disputesHear from federal judges on the discovery issues before themPanel Leader: Ian Ross ShapiroSpeakers: Lauren E. Aguiar, Hon. Sarah L. Cave, Hon. Joseph A. MarutolloThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Update on Discovery Issues (January 2025)Ian Ross ShapiroBrowning v. Bay Radiology Associates PL, No. 23-13842, 2024 WL 3200472 (11th Cir. June 27, 2024)Ian Ross ShapiroChin v. New York City Department of Correction, No. 23-CV-5268, 2024 WL 3517440 (E.D.N.Y. July 24, 2024)Ian Ross ShapiroSlip Copy, Edgar v. Teva A Pharmaceutical Industries, Ltd., No. 22-cv-2501-DDC-TJJ, 2024 WL 3677614 (D. Kan. Aug. 5, 2024)Ian Ross ShapiroIn re Exactech Polyethylene Orthopedic Products Liability Litigation, No. 22-MD-3044 (NGG)(MMH), 347 F.R.D. 572 (E.D.N.Y. 2024)Ian Ross ShapiroSlip Copy, In re Google RTB Consumer Privacy Litigation, No. 21-cv-02155-YGR (VKD), 2024 WL 3407069 (N.D. Cal. July 11, 2024)Ian Ross ShapiroKing v. King, No. 22-30660, 117 F.4th 301 (5th Cir. 2024)Ian Ross ShapiroSlip Copy, In re RealPage, Inc., Rental Software Antitrust Litigation (No. II), No. 3:23-md-03071, 2024 WL 4805355 (M.D. Tenn. Nov. 15, 2024)Ian Ross ShapiroJones v. Riot Hospital Group LLC, No. 22-16465, 95 F.4th 730 (9th Cir. 2024)Ian Ross ShapiroSlip Copy, Roe v. Marshall University Board of Governors, No. 3:22-cv-00532, 2024 WL 388413 (S.D.W. Va. Jan. 31, 2024)Ian Ross ShapiroSatanic Temple, Inc. v. City of Boston, No. 23-1642, 111 F.4th 156 (1st Cir. 2024)Ian Ross ShapiroSlip Copy, In re Social Media Adolescent Addiction/Personal Injury Products Liability Litigation, No. 22-md-03047-YGR (PHK), 2024 WL 1786293 (N.D. Cal. Feb. 20, 2024)Ian Ross ShapiroStecklein & Rapp Chartered v. Experian Information Solutions, Inc., Nos. 23-1879 and 23-2977, 113 F.4th 858 (8th Cir. 2024)Ian Ross ShapiroStenson v. Edmonds, Nos. 22-1285 and 23-1020, 86 F.4th 870 (10th Cir. 2023)Ian Ross ShapiroSlip Copy, In re Uber Technologies , Inc., Passenger Sexual Assault Litigation, No. 3084 CRB, 2024 WL 3491760 (N.D. Cal. Mar. 15, 2024)Ian Ross ShapiroMinutes, Civil Rules Advisory Committee (April 9, 2024)Ian Ross ShapiroComments from the August 2023 Publication of Proposed Amendments to Federal Rules (USC-Rules-CV-2023-0003-0001)Ian Ross ShapiroCommittee on Rules of Practice and Procedure of the Judicial Conference of the United States, Preliminary Draft of Proposed Amendments to the Federal Rules of Appellate, Bankruptcy, and Civil Procedure (August 2023)Ian Ross ShapiroLocal Rules of the United States District Courts for the Southern and Eastern Districts of New York (Effective October 15, 2021, with amendments to Joint Local Rule 1.5(d))Ian Ross ShapiroCommittee on Rules of Practice and Procedure of the Judicial Conference of the United States, Report of the Advisory Committee on Civil Rules (May 10, 2024)Ian Ross ShapiroCommittee on Rules of Practice and Procedure of the Judicial Conference of the United States, Summary of Proposed New and Amended Federal Rules of Procedure (October 17, 2024)Ian Ross ShapiroPresentation MaterialUpdate on Discovery IssuesIan Ross ShapiroUpdate On Discovery Issues PowerPointIan Ross Shapiro Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 432543 432543 98 G3060 1:07:14 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/432537?tCode=WTC5_RSS01 Civil procedure Pre-trial procedure Trial Taken from the Web Program Recorded February 27, 2025 in New YorkCurrent Pre-Trial and Trial Issues in Federal Civil Practice [01:00:35]This panel will cover current pre-trial and trial issues in federal civil practice. Through this session, participants will:Discuss interesting and novel pre-trial and trial issuesHear from practitioners on their recent trial experiencesBenefit from Judges’ feedback regarding their recent trial experiencesPanel Leader: O. Andrew F. WilsonSpeakers: Lauren E. Aguiar, Hon. Sarah L. Cave, Hon. Joseph A. MarutolloThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Current Developments in Federal Civil Practice 2025 (December 2024)O. Andrew F. WilsonMagistrate Judge Sarah L. Cave, Individual Practices in Civil Cases (July 8, 2024)O. Andrew F. WilsonJudge Ronnie Abrams, Rules for Jury Selection: Struck Panel Method (April 3, 2013)O. Andrew F. WilsonJoint Proposed Verdict Form, Laureano v. Linares, No. 17 Civ. 181 (LAP) (S.D.N.Y. 2022)O. Andrew F. WilsonPlaintiff’s Proposed Voir Dire Questions, Larock v. Albany County Nursing Home, et al., No. 19-cv-0604 (AMN/DJS) (N.D.N.Y. 2024)O. Andrew F. WilsonJudge Jesse M. Furman, Individual Rules and Practices for Hearings and Trials (Updated August 31, 2022)O. Andrew F. WilsonJudge Joseph A. Marutollo, Individual Practices and Rules of Magistrate Judge Joseph A. Marutollo (Updated November 14, 2024)O. Andrew F. WilsonVerdict Form, Gilead Community Services, Inc. v. Town of Cromwell, No. 3:17-cv-00627-VAB (D. Conn. 2021)O. Andrew F. WilsonNora Freeman Engstrom, The Trouble with Trial Time Limits, 106 Geo. L.J. 933 (2018)O. Andrew F. WilsonPresentation MaterialCurrent Pre-Trial and Trial Issues PowerPointO. Andrew F. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 432537 432537 98 G3060 1:00:35 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/432534?tCode=WTC5_RSS01 Civil procedure Civil rights litigation Pre-trial procedure Taken from the Web Program Recorded February 27, 2025 in New YorkCircuit Splits in the Federal Courts [00:59:57]This panel will cover recent circuit splits in the federal courts. Through this session, participants will:Learn about developments in timely circuit splitsDiscuss the Supreme Court’s most recent decisions resolving these open legal issuesHear Judges’ views on these legal issuesPanel Leader: Jamie A. LevittSpeakers: Lauren E. Aguiar, Hon. Barbara Moses, Hon. Jennifer E. WillisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Circuit Splits in the Federal Courts (January 2025)Jamie A. LevittIssue 1: Immediate Appealability of Denials of Anti-Slapp Motions to Dismiss, Coomer v. Make Your Life Epic LLC, No. 23-1109, 98 F.4th 1320 (10th Cir. 2024)Jamie A. LevittIssue 2: Federal Preemption, Schaffner v. Monsanto Corporation, No. 22-3075, 113 F.4th 364 (3d Cir. 2024)Jamie A. LevittIssue 3: Purposeful Availment, AMB Media LLC v. OneMB, LLC, No. 23-5607, 2024 WL 2052151 (6th Cir. May 8, 2024)Jamie A. LevittIssue 4: Waiver-Based Remand, Abraham Watkins Nichols Agosto Aziz & Stogner v. Festeryga, No. 23-20337, 109 F.4th 810 (5th Cir. 2024)Jamie A. LevittIssue 5: Preliminary Injunction Test for SEC Action Freezing Defendant’s Assets, Securities and Exchange Commission v. Chappell, No. 23-2776, 107 F.4th 114 (3d Cir. 2024)Jamie A. LevittIssue 6: False Claim Act’s First-to-File Rule, Stein v. Kaiser Foundation Health Plan, Inc., No. 22-15862, 2024 WL 4784915 (9th Cir. Nov. 14, 2024)Jamie A. LevittPresentation MaterialCurrent Developments in Federal Civil Practice PowerPointJamie A. Levitt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 432534 432534 98 G3060 0:59:57 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/432540?tCode=WTC5_RSS01 Civil procedure Evidence Pre-trial procedure Taken from the Web Program Recorded February 27, 2025 in New YorkEvidence Developments in Federal Civil Practice [00:59:46]This panel will cover evidence developments in federal civil practice. Through this session, participants will:Discuss the impact and application of the four new amendments and one new rule to the Federal Rules of Evidence that went into effect December 2024Become aware of case law on key evidentiary issuesHear from Judges on recent evidence trends and disputesPanel Leader: Molly BiklenSpeakers: Lauren E. Aguiar, Hon. Sarah L. Cave, Hon. Joseph A. MarutolloThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Evidence Rules Update 2024 Supplement (December 2025)Molly BiklenSlip Copy, Automated Management Systems, Inc. v. Rappaport Hertz Cherson Rosenthal, P.C., No. 16-CV-04762-LTS-JW (S.D.N.Y. 2024)Molly BiklenPresentation MaterialEvidence Developments in Federal Civil Practice 2025 PowerPointMolly Biklen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 432540 432540 98 G3060 0:59:46 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/432531?tCode=WTC5_RSS01 Civil procedure Class actions Settlement (Dispute resolution) Pre-trial procedure Taken from the Web Program Recorded February 27, 2025 in New YorkDevelopments in Class Actions and Class Action Settlements in Federal Civil Practice [00:58:32]This panel will discuss class actions in federal civil practice. Through this session, participants will:Learn about interesting new developments in class actions and class action settlementsReview pertinent circuit court decisions involving class action settlements and the Class Action Fairness ActDiscuss Judges' views on the rise in class actions and review of class action settlementsPanel Leader: Lindsey Weiss HarrisSpeakers: Lauren E. Aguiar, Hon. Barbara Moses, Hon. Jennifer E. WillisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Developments in Class Actions and Class Action Settlements in Federal Civil Practice Outline (December 23, 2024)Lindsey Weiss HarrisPresentation MaterialDevelopments in Class Actions and Class Action Settlements in Federal Civil Practice PowerPointLindsey Weiss Harris Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 432531 432531 98 G3060 0:59:14 https://www.pli.edu/programs/current-developments-in-federal-civil-practice/432528?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Taken from the Web Program Recorded February 27, 2025 in New YorkEthics Developments in Federal Civil Practice [01:02:48]This panel will cover ethics developments in federal civil practice. Through this session, participants will:Learn about new guidance pertaining to relevant ethics rulesDiscuss cutting edge ethics issues that implicate both litigation and corporate mattersObtain viewpoints from the bench on relevant ethics issues and case lawPanel Leader: Lawrence S. SpiegelSpeakers: Lauren E. Aguiar, Hon. Barbara Moses, Hon. Jennifer E. WillisThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York Rules of Professional Conduct, Rule 4.1: Truthfulness in Statements to OthersLawrence S. SpiegelNew York Rules of Professional Conduct, Rule 4.4: Respect for Rights of Third PersonsLawrence S. SpiegelNew York Rules of Professional Conduct, Rule 1.4: CommunicationLawrence S. SpiegelNew York Rules of Professional Conduct, Rule 5.1: Responsibilities of Law Firms, Partners, Managers, and Supervisory LawyersLawrence S. SpiegelNew York Rules of Professional Conduct, Rule 5.3: Lawyer’s Responsibility for Conduct of NonlawyersLawrence S. SpiegelNew York County Lawyers Association, Committee on Professional Ethics, NYCLA Formal Opinion 754-2020, Ethical Obligations When Lawyers Work RemotelyLawrence S. SpiegelNew York Rules of Professional Conduct, Rule 5.2: Responsibilities of a Subordinate LawyerLawrence S. SpiegelNew York Rules of Professional Conduct, Rule 4.2: Communication with Person Represented by CounselLawrence S. SpiegelNew Jersey Advisory Committee on Professional Ethics, Opinion 739, RPC 4.3–Lawyers Who Include Clients on Group Emails and Opposing Lawyers Who “Reply All” (March 10, 2021)Lawrence S. SpiegelNew York Rules of Professional Conduct, Rule 8.4: MisconductLawrence S. SpiegelNew York Rules of Professional Conduct, Rule 1.1: CompetenceLawrence S. SpiegelPresentation MaterialEthics 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 432528 432528 98 G3060 1:02:48 https://www.pli.edu/programs/advocates-guide-for-protecting-tenants-rights-advanced-unlawful-detainer-defense-2019/432293?tCode=WTC5_RSS01 Litigation Public interest law and pro bono Housing Real estate Eviction Taken from the Web Program Recorded February 25, 2025 in San FranciscoEmerging Issues for Mobilehome Park Residents [01:17:29]Mobilehomes have long been a source of affordable housing, especially in the more remote and rural regions of California. This session will lay out a detailed overview of portions of the Mobilehome Residency Law, emerging issues in the displacement of mobilehome residents, and how to use the MRL and other laws to protect residents. After completing this session, participants will be able to:Identify protections for mobilehome residents in different displacement scenarios;Analyze and deploy defense strategies for individuals living in mobilehome parks;Understand and differentiate between state and local protections.Melissa A. Morris, Mariah C. Thompson, Mark A. WilsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Judgment, Carter-Spencer Enterprises, LLC v. City of Carson, No. 21STCP02987 (Cal. Super. Ct. 2023)Mariah C. Thompson,Melissa A. Morris,Mark A. WilsonOpening Brief in Support of Writ of Mandamus, Buena Vista MHP Residents Association v. City of Palo Alto, No. 115CV284763 (Cal. Super. Ct. 2015)Mariah C. Thompson,Melissa A. Morris,Mark A. WilsonCalifornia Rural Legal Assistance, Inc., Know Your Rights: Mobilehome Owners [English Version]Mariah C. Thompson,Mark A. WilsonCalifornia Rural Legal Assistance, Inc., Know Your Rights: Mobilehome Owners [Spanish Version]Mariah C. Thompson,Mark A. WilsonSample Template Notice of Demurrer to Plaintiff’s Unlawful Detainer ComplaintMariah C. Thompson,Mark A. WilsonOrder Re: Petition for Writ of Mandate, Buena Vista MHP Residents Association v. City of Palo Alto, No. 2015-1-CV-284763 (Cal. Super. Ct. 2016)Mariah C. Thompson,Melissa A. Morris,Mark A. WilsonPreliminary Injunction Re: Park Closure and 5 Day NoticesMariah C. Thompson,Melissa A. Morris,Mark A. WilsonPlaintiffs’ Second Amended Complaint for Damages and Injunctive Relief, Grupo Comunitario de San Miguel Cuevas v. Harmony Communities, Inc., No. 19CECG04575 (Cal. Super. Ct. 2020)Mariah C. Thompson,Melissa A. Morris,Mark A. WilsonComplaint for Injunctive and Declaratory Relief and Damages, Hacienda Homeowners for Justice v. La Hacienda Mobile Estates, LLC, No. 23CECG03987 (Cal. Super. Ct. 2023)Mariah C. Thompson,Mark A. WilsonMemorandum of Points and Authorities in Support of Defendants Jorge Duran Jr., Susana Duran, and Pedro Daniel Hernandez Haro’s Demurrer to Plaintiff Bayside Palms Investors LLC’s Complaint for Forcible Detainer, Bayside Palms Investors LLC v. Duran, et al., No. 24UD009001C (Cal. Super. Ct. 2024)Mariah C. Thompson,Mark A. WilsonPresentation MaterialEmerging Issues for Mobilehome Park Residents (PowerPoint Slides)Melissa A. Morris, Mariah C. Thompson, Mark A. WilsonProtections of (Im)mobile Home Owners from the Consequences of (Im)mobile Home Park ClosuresMelissa A. Morris, Mariah C. Thompson, Mark A. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 432293 432293 98 G3824 1:17:29 https://www.pli.edu/programs/advocates-guide-for-protecting-tenants-rights-advanced-unlawful-detainer-defense-2019/432299?tCode=WTC5_RSS01 Discovery Public interest law and pro bono Housing Eviction Practice skills (Real estate) Taken from the Web Program Recorded February 25, 2025 in San FranciscoUsing Discovery Effectively on the Unlawful Detainer Timeline [01:30:34]Traditional discovery tools are available in eviction cases, but on an expedited timeline. This segment will lay out best practices for utilizing the discovery process to your advantage. After completing this session, participants will be able to:Identify the best types of discovery to use depending on the facts and defenses in your case;Develop a discovery plan tailored to shortened timelines;Use the information gathered in discovery to develop trial strategy.Hilda Chan, Jennifer Monterroso, Shyann MurphyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Declaration for Additional DiscoveryHilda ChanForm DISC-003/UD-106, Form Interrogatories—Unlawful Detainer (Rev. January 1, 2014)Jennifer Monterroso,Shyann Murphy,Hilda ChanSample Notice of Deposition of [Plaintiff] via ZoomJennifer MonterrosoSample Notice of Deposition of Plaintiff’s Person Most Qualified and Request for Production of DocumentsJennifer MonterrosoSample Request for AdmissionsJennifer MonterrosoSample Defendant’s Request for Production and Inspection of DocumentsJennifer MonterrosoSample Defendant’s Special InterrogatoriesJennifer MonterrosoSample Defendant’s Response to Form Interrogatories—Unlawful Detainer (Set 1)Shyann MurphySample Defendant’s Responses and Objections to Plaintiff’s Requests for Admissions, Set OneShyann MurphySample Defendant’s Responses to Plaintiff’s Request for ProductionShyann MurphySample Defendant’s Responses and Objections to Plaintiff’s Special Interrogatories to Defendant, Set OneShyann MurphySample Defendant’s Notice of Motion and Motion to Compel Discovery Responses and Order for Sanctions in the Amount of $2025; Notice of Motion; Memorandum of Points and Authorities; [Attorney 2] and [Attorney 1] Declarations ISOHilda ChanSample Letter Re: Meet and Confer re Plaintiff’s Insufficient Reponses to Defendant’s Request for Production of Documents—Set One and Form Interrogatories—Unlawful DetainerHilda ChanSample Defendant’s Notice of Motion; Motion to Compel Discovery Responses and Order for Sanctions in the Amount of $2937.50; Memorandum of Points and Authorities; [Attorney] Declaration ISO; Proposed OrderHilda ChanSample Defendant’s Separate Statement in Support of Motion to Compel [Cal. Rules of Court Rule 3.1345]Hilda ChanSample Defendant’s Notice of Motion and Motion for Admissions to be Deemed Admitted, Motion to Compel Discovery Responses and Motion to Continue Trial; Memorandum of Points and Authorities; [Attorney] Declaration ISOHilda ChanPresentation MaterialUsing Discovery Effectively on the Unlawful Detainer Timeline (PowerPoint Slides)Hilda Chan, Jennifer Monterroso, Shyann Murphy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 432299 432299 98 G3824 1:31:16 https://www.pli.edu/programs/advocates-guide-for-protecting-tenants-rights-advanced-unlawful-detainer-defense-2019/432296?tCode=WTC5_RSS01 Litigation Housing Fair housing Real estate Eviction Taken from the Web Program Recorded February 25, 2025 in San FranciscoReasonable Accommodations and Unlawful Detainers [01:32:22]Tenants can raise the failure to provide a reasonable accommodation as a defense in an unlawful detainer action, however raising this defense can be challenging once litigation has commenced. This segment will discuss reasonable accommodation procedures and best practices for invoking these protections in unlawful detainer litigation. After completing this session, participants will be able to:Interpret tenant rights and protections under the reasonable accommodation process;Understand and differentiate between federal and state protections and which are most beneficial to your case;Develop litigation strategy centered on a reasonable accommodation defense.Sarah Chronister, Erin Nguyen NeffThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Brief, Re: Mediation Brief—Landlord/Tenant—CRD MatterErin Nguyen Neff,Sarah ChronisterSample Reasonable Accommodation Request in Response to 3 Day Notice for HoardingErin Nguyen Neff,Sarah ChronisterPresentation MaterialIntake Form/Housing - Civil Rights DepartmentSarah Chronister, Erin Nguyen NeffReasonable Accommodations and Unlawful Detainers (PowerPoint Slides)Sarah Chronister, Erin Nguyen Neff Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 432296 432296 98 G3824 1:32:22 https://www.pli.edu/programs/advocates-guide-for-protecting-tenants-rights-advanced-unlawful-detainer-defense-2019/432302?tCode=WTC5_RSS01 Public interest law and pro bono Housing Real estate Technology Artificial intelligence Taken from the Web Program Recorded February 25, 2025 in San FranciscoAI and Technology in Housing [01:37:24]This session will provide an overview on how AI can impact tenants, including tenant screening and fair housing rights. There will also be a discussion on emerging issues related to technology and tenants’ rights. After completing this session, participants will be able to:Understand the impact of AI and technology on tenants’ rights;Identify best practices for monitoring and addressing potential bias in AI algorithms.Hannah Holloway, René C. MoyaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tech Equity, Screened Out of Housing: How AI-Powered Tenant Screening Hurts Renters (July 2024)Hannah HollowayPresentation MaterialAI and Technology in Housing (PowerPoint Slides)Hannah Holloway Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 432302 432302 98 G3824 1:37:24 https://www.pli.edu/programs/managing-legal-assignments--transactions/434516?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 25, 2025 in New YorkManaging Legal Assignments – Transactions [01:04:52]After completing this program, participants will be able to:Understand the context of your role in the transactionAsk questions, but do your homework and ask questions that reflect your preparationCover your area/”do your job,” but be prepared to take on more and be aware of the needs of the whole transaction. Sometimes your contributions/specialty will drive the whole transactionClarify what formatting, particulars are important when delivering the work productLearn additional practical tips pertaining to specific types of transactions, including regulatory, securities transactions, M&A, fund formation, IPO, patent licensing, development/research agreements, etc.Andrea Colby, Christopher K. Hu, Laurin Blumenthal KleimanPresentation MaterialManaging Transactional Assignments: A ChecklistLaurin Blumenthal Kleiman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434516 434516 98 G5412 1:04:52 https://www.pli.edu/programs/legal-frameworks-around-california-wildfires-and-post-rebuilding-efforts/432615?tCode=WTC5_RSS01 Environmental law Municipal liability Public utilities (Municipal law) Regulation, compliance, and enforcement (Municipal law) Real estate Taken from the Web Program Recorded February 24, 2025 in San FranciscoLegal Frameworks Around California Wildfires and Post-Rebuilding Efforts [01:05:42]After completing this session, participants will be able to:Understand permitting issues, including the Governor’s Executive Orders suspending permitting requirements (CEQA, Coastal Act) Learn about the utility infrastructure rebuild authority and related issuesRecognize wildfire mitigation program regulations, including preemptive power shutoffsLearn about utility liability for wildfiresAmy R. Higuera, Megan J. SomogyiPresentation MaterialLegal Frameworks Around California Wildfires and Post-Rebuilding Efforts (March 2025) Course MaterialsAmy R. Higuera, Megan J. Somogyi Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 432615 432615 98 G5402 1:05:42 https://www.pli.edu/programs/alternative-careers-for-lawyers/434172?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 21, 2025 in New YorkAlternative Careers for Lawyers [01:10:42]After completing this program, viewers will be able to answer: Recognize the motivations and opportunities that inspired a career change from law practice Explore professional opportunities within the legal community to leverage legal training, experience and law license Understand what preparations had to be made for the transition Identify and apply lawyering skills that translated well to the new career Recognize personal character traits and habits that helped you find success after law practice Share advice, guidance and recommendations for lawyers considering their professional prospects within and outside of law Rachel Boufford, Sharon L. Crane, Paula T. Edgar, Jay Sullivan  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 434172 434172 98 G5408 1:10:42 https://www.pli.edu/programs/providing-legal-support-to-impacted-communities-how-attorneys-can-help-survivors-recover-in-the-aftermath-of-the-los-angeles-fire/431649?tCode=WTC5_RSS01 Environmental law Climate change Disaster assistance Insurance Public interest law and pro bono Taken from the Web Program Recorded February 18, 2025 in San FranciscoProviding Legal Support to Impacted Communities: How Attorneys Can Help Survivors Recover in the Aftermath of the Los Angeles Fires [01:03:12]Experienced disaster response attorneys will share guidance and insights on the common needs and legal issues that arise following fire disasters. They will also detail the important roles that pro bono volunteers play during each stage of disaster response and recovery. After completing this session, participants will be able to:Understand the immediate needs of survivors following the fires and how these needs expand in the weeks and months following the initial disaster response, along with long-term and ongoing needsRecognize the common legal issues that survivors face following a largescale fire disaster including:FEMA, housing, price gouging, insurance, employment, among othersUnderstand why pro bono legal support is critical to survivor recovery and how attorneys from all practice backgrounds can get involved and connect with legal services organizations to find opportunitiesMark O’Brien (Moderator), Jordan Davis, Kendall Jarvis, Jacob ZarefskyPresentation MaterialDisaster General FlyerJordan Davis, Kendall Jarvis, Mark O'Brien, Jacob ZarefskyEducation Rights FlyerJordan Davis, Kendall Jarvis, Mark O'Brien, Jacob ZarefskyHelp for Immigrants After a Disaster FlyerJordan Davis, Kendall Jarvis, Mark O'Brien, Jacob ZarefskyHow to Get Help From FEMA and Insurance FlyerJordan Davis, Kendall Jarvis, Mark O'Brien, Jacob ZarefskyProviding Legal Support to Impacted Communities: How Attorneys Can Help Survivors Recover in the Aftermath of the Los Angeles Fires (PowerPoint Slides - Final)Jordan Davis, Kendall Jarvis, Mark O'Brien, Jacob ZarefskyTenant Rights After a Disaster FlyerJordan Davis, Kendall Jarvis, Mark O'Brien, Jacob Zarefsky Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 431649 431649 98 G5384 1:03:12 https://www.pli.edu/programs/ip-discussions--software/433043?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 14, 2025 in New YorkIP Discussions – Software [01:05:47]After completing this program, viewers will be able to answer:What intellectual property protects software?How laws are developing world wide to protect software?How changes in software development and protection are affecting companies’ approaches to IP protection?Aaron Cooper, Christopher George, Matthew Sarboraria, Joshua L. SimmonsPresentation MaterialIP Discussions – SoftwareJoshua L. Simmons Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433043 433043 98 G5404 1:06:29 https://www.pli.edu/programs/navigating-ethical-legal-challenges-in-banking-law/431257?tCode=WTC5_RSS01 Ethics and professional responsibility Confidentiality (Ethics and professional responsibility) Ethical issues (Ethics and professional responsibility) In-house counsel (Ethics and professional responsibility) Taken from the Web Program Recorded February 11, 2025 in New YorkEthics in Banking Law [01:18:06]Designed for lawyers at all levels of their career, this panel will discuss the legal ethics rules that are frequently in play when working in the banking industry, and in particular the transactional perspective. After completing this session, participants will be able to:Identify your roles as an attorney and the legal ethics rules apply to these roles. You will be able to examine your practice and identify when you are serving as a confidential communicant or a strict legal adviser.Recognize the complicated issues that in-house counsel may confrontUnderstand when attorneys are obligated to report wrongdoing how to do so without jeopardizing their duty of confidentiality with the client.Moderator: Sabeena Ahmed LiconteDuane Morikawa, Anna Rudawski, Melvin Williams, Rosalie Yee The purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York State Bar Association, Staff Memorandum, House of Delegates, Agenda Item No. 7, Re: Approval of the Report and Recommendations of the Committee on Attorney ProfessionalismSabeena LiconteNew York State Bar Association, Committee on Professional Ethics, Ethics Opinion 1183, Re: Designated Counsel in Financial Transactions; Payment of Fees by a Third Party; Exercise of Independent Judgment; Conflicts of Interest (March 10, 2020)Sabeena LicontePresentation MaterialSegment PowerPoint: Ethics in Banking LawSabeena Ahmed Liconte, Duane M. Morikawa, Anna Rudawski, Melvin F. Williams, Jr., Rosalie YeeCourse Handout: Industry Laborers vs. BingleSabeena Ahmed LiconteCourse Handout: FIREMEN’S RETIREMENT ST. LOUIS vs. SorensonSabeena Ahmed LiconteCourse Handout: Stop Ransomware GuideSabeena Ahmed LiconteCourse Handout:I've Been Hit By Ransomware!Sabeena Ahmed LiconteCourse Handout: PREPARING YOUR ORGANIZATION FOR RANSOMWARE ATTACKSSabeena Ahmed LiconteCourse Handout: Data Breach Uber User RecordsSabeena Ahmed LiconteCourse Handout: Justice Department Disrupts ProliSabeena Ahmed Liconte Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 431257 431257 98 G5032 1:18:06 https://www.pli.edu/programs/navigating-ethical-legal-challenges-in-banking-law/431255?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Taken from the Web Program Recorded February 11, 2025 in New YorkCybersecurity and Data Privacy Ethics Issues in Banking Law [01:16:50]Designed for lawyers at all levels of their career, this panel will discuss the legal ethics concerns that arise when following cybersecurity and data privacy guidelines. After completing this session, participants will be able to:Better understand the ethical obligations to their client surrounding data breaches, cyber attacks, and the disclosure to the clientGain insight into the duty to refrain from revealing confidential information by electronic means, such as social media usageEstablish best practices for protecting one’s law office, including remote work, in order to secure, protect, and maintain the office’s confidential, privileged and proprietary electronic data and communicationFamiliarize themselves with the rules governing attorney conduct as they apply to electronic data and communicationModerator: Sabeena Ahmed LicontePaolo Amoroso, Hugh Conroy, Katherine Cooper, Susan LightThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York State Department of Financial Services, Second Amendment to 23 NYCRR 500, Cybersecurity Requirements for Financial Services Companies (November 1, 2023)Sabeena LicontePresentation MaterialSegment PowerPoint: Cybersecurity and Data Privacy Ethics Issues in Banking LawPaolo G. Amoroso, Hugh C. Conroy Jr., Katherine Cooper, Sabeena Ahmed Liconte, Susan LightCourse Handout: A Brief Survey of Selected Attorney Responsibilities and Ethical Issues Unique to Representing the U.S. Banking IndustryHugh C. Conroy Jr.Course Handout: StrotherSabeena Ahmed LiconteCourse Handout: Wells Fargo Bank, N.A. Sioux Falls, South DakotaSabeena Ahmed LiconteCourse Handout: INDUSTRIAL AND COMMERCIAL BANK OF CHINA FINANCIAL SERVICES LLCSabeena Ahmed LiconteCourse Handout: SEC Settles Recordkeeping Charges with ICBC Financial Services in Connection with Cybersecurity IncidentSabeena Ahmed LiconteCourse Handout: SEC vs.Solarwinds Corp.Sabeena Ahmed LiconteCourse Handout: Computer-Security Incident Notification Requirements for Banking Organizations and Their Bank Service ProvidersSabeena Ahmed LiconteCourse Handout: nteragency Guidance on Third-Party Relationships: Risk ManagementSabeena Ahmed LiconteCourse Handout: Fact SheetSabeena Ahmed LiconteCourse Handout: Cyber Incident Reporting for Critical Infrastructure Act (CIRCIA) Reporting RequirementsSabeena Ahmed LiconteCourse Handout: Advisory to Financial Institutions on Cyber-Events and Cyber-Enabled CrimeSabeena Ahmed LiconteCourse Handout: Advisory on Ransomware and the Use of the Financial System to Facilitate Ransom PaymentsSabeena Ahmed LiconteCourse Handout: Members'ResponsibilitiesWhenOutsourcingActivities to Third-Party ServiceProvidersSabeena Ahmed LiconteCourse Handout: FINRAReminds Firms oftheir SupervisoryObligationsRelated to Outsourcing to Third-PartyVendorsSabeena Ahmed LiconteCourse Handout: FINRA Alerts Firms to Increased Ransomware RisksSabeena Ahmed LiconteCourse Handout: INFORMATION SYSTEMS SECURITY PROGRAMSSabeena Ahmed LiconteCourse Handout: MEMBERS' USE OF THIRD-PARTY SERVICE PROVIDERSSabeena Ahmed LiconteCourse Handout: CYBERSECURITY REQUIREMENTS FOR FINANCIAL SERVICES COMPANIESSabeena Ahmed Liconte Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 431255 431255 98 G5032 1:17:32 https://www.pli.edu/programs/litigation-funding-201/430181?tCode=WTC5_RSS01 Intellectual property Litigation Litigation financing Professional development Finance and budgeting (Law practice management) In this litigation finance 201 presentation, faculty will tackle litigation finance from A-Z. They will share the latest issues facing the industry, tips on selecting the right funding partner, best practices for terms and pricing and what the future holds in this space.  Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 430181 430181 98 G5317 1:02:39 https://www.pli.edu/programs/real-estate-tax-forum/430825?tCode=WTC5_RSS01 Real estate Real estate transactions Real estate investment trusts Real estate taxes Tax planning and strategy Taken from the Web Program Recorded February 3, 2025 in New YorkTax Planning for Non-U.S. Real Estate Investors [01:02:23]This presentation will discuss the unique issues raised by foreign investors in U.S. real estate transactions. After completing this session, participants will be able to:Manage the issues raised by having non-U.S. investors as joint venture partnersComply with relevant withholding requirementsEmploy REITs and blocker entitiesEvaluate the merits of debt vs. equity structures Adam S. Feuerstein, David L. Friedline, Michael HirschfeldThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Final Treasury Regulations Regarding DC-QIEs Under Section 897 (h)(4)(B)David FriedlinePresentation MaterialNon-U.S. Investors Participating in Your Real Estate DealAdam Feuerstein, David L. Friedline, Michael Hirschfeld Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 430825 430825 98 G3149 1:03:53 https://www.pli.edu/programs/real-estate-tax-forum/430828?tCode=WTC5_RSS01 Real estate investment trusts Tax Real estate taxes Taken from the Web Program Recorded February 3, 2025 in New YorkReal Estate Investment Trusts – What’s New in the REIT World [01:00:48]This discussion will present an overview of the latest developments in the use of REITs. After completing this session, participants will be able to:Advise clients on the specific challenges REITs might face when debt markets are tightConduct transactions with REITs in a tax efficient manner, identifying issues and trapsBe prepared to satisfy the REIT distribution requirements in a variety of transactionsTake advantages of green energy incentivesCristina Arumi, Sarah E. Ralph, Sarah Beth RizzoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Partnership Equity Extraction Techniques (September 1, 2015)Blake Rubin,Andrea Whiteway,Jon FinkelsteinUpREIT and DownREIT Transactions: Latest Techniques and Issues (September 1, 2017)Blake Rubin,Andrea WhitewayCan Code Sec. 704(c) Be Applied to a Capital Gain Dividend Paid by a REIT? (October 1, 2017)Blake Rubin,Andrea Whiteway,Maximilian PakalukPresentation MaterialReal Estate Investment Trusts – What’s New in the REIT WorldCristina Arumi, Sarah E. Ralph, Sarah Beth Rizzo Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 430828 430828 98 G3149 1:02:19 https://www.pli.edu/programs/real-estate-tax-forum/430834?tCode=WTC5_RSS01 Real estate Commercial real estate Tax Real estate taxes Tax planning and strategy Taken from the Web Program Recorded February 3, 2025 in New YorkKey Provisions of the Inflation Reduction Act (“IRA”); TCJA and CARES Act Affecting Commercial Real Estate [01:23:27]This panel will provide an overview of the latest regulatory and legislative developments affecting commercial real estate. After completing this session, participants will be able to:Appreciate the new opportunities for real estate owners to take advantage of, and monetize, tax creditsApply the real estate exception to business interest deductibilityIdentify the CARES Act changes to cost recovery and expensing of qualified improvement property Describe the latest developments in qualified opportunity zones and carried interests Adam S. Feuerstein, Sanford C. Presant, Robert D. Schachat, Andrea Macintosh WhitewayThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The “Qualified Business Income” Deduction and Real Estate (November 22, 2023)Adam FeuersteinPartnership Tax Planning Under the New Bonus Depreciation Regulations (October 1, 2019)Blake Rubin,Andrea Whiteway,Maximilian PakalukApplication of the New Carried Interest Provision to Real Estate Owners, Investors and Developers (October 1, 2019)Blake Rubin,Andrea Whiteway,Maximilian PakalukNew Limitation on Active Losses Under the Tax Cuts and Jobs Act (October 1, 2019)Blake Rubin,Andrea Whiteway,Maximilian PakalukPresentation MaterialKey Provisions of the Inflation Reduction Act (“IRA”), TCJA and CARES Act Affecting Commercial Real EstateAdam Feuerstein, Sanford C. Presant, Robert D. Schachat, Andrea Macintosh WhitewaySophisticated Partnership Structures and Issues – Moving Property to and from Partnerships and REITsAdam Feuerstein, Sanford C. Presant, Robert D. Schachat, Andrea Macintosh Whiteway Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 430834 430834 98 G3149 1:25:27 https://www.pli.edu/programs/real-estate-tax-forum/430831?tCode=WTC5_RSS01 Real estate investment trusts UPREITs Partnership tax Real estate taxes Taken from the Web Program Recorded February 3, 2025 in New YorkSophisticated Partnership Structures and Issues – Moving Property to and from Partnerships and REITs [01:18:37]This session will explore common strategies and issues encountered when moving property to and from partnerships and REITs. After completing this session, participants will be able to:Select the right Section 704(c) method for contributed propertyUse non-traded REITs in common structuresTransfer property to partnerships (joint venture and UPREIT contributions and roll-ups) without current taxEmploy strategies for avoiding dealer status by identifying prohibited transactionsAdam S. Feuerstein, Sanford C. Presant, Robert D. Schachat, Andrea Macintosh WhitewayThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Joint Ventures Among Tax-Exempt Entities and Taxable Operator JV Partners (Including REITs) (Updated November 2024)Philip Cooke,Sanford PresantFinal and Proposed Regulations Regarding Partnership Noncompensatory Options (January 2014)Blake Rubin,Andrea Whiteway,Jon Finkelstein,Gale ChanNew Taxpayer Favorable PLRs Allow Gain on Sale of Partnership Assets to Be Offset by Disallowed Loss on Earlier Sale of Partnership Interest (April 2016)Blake Rubin,Andrea WhitewayDisguised Sale Planning (October 10, 2022)Andrea WhitewayIs Your Transaction a Partnership Merger or Liquidation and Why You Should Care (January 2015)Blake Rubin,Andrea Whiteway,Jon FinkelsteinPartnership Equity Extraction Techniques (September 1, 2015)Blake Rubin,Andrea Whiteway,Jon FinkelsteinTax Provision Issues Checklist for LLC and Partnership Agreements (February 2025) (PowerPoint slides)Sanford PresantCarried Interest in Real Estate Partnerships (October 2023) (PowerPoint slides)Adam Feuerstein,Audrey EllisExtracting Equity on a Tax-Free Basis (PowerPoint slides)Blake Rubin,Andrea WhitewayPartnership Liability Allocation Planning, Including the New, Newer and Newest Regulations (February 8–9, 2021) (PowerPoint slides)Andrea WhitewayHandling UPREIT and DownREIT Transactions: Latest Techniques and Issues (PowerPoint slides)Blake Rubin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 430831 430831 98 G3149 1:20:37 https://www.pli.edu/programs/real-estate-tax-forum/430822?tCode=WTC5_RSS01 Debt restructuring Real estate Real estate taxes Tax planning and strategy Taken from the Web Program Recorded February 3, 2025 in New YorkWorkouts and Debt Restructuring in the Real Estate Context [00:59:18]This panel will explore the real estate tax issues raised by workouts and debt restructuring. After completing this session, participants will be able to:Work with lenders on forbearance and other debt modificationsDifferentiate between cancellation of debt (“COD”) and Section 1001 exchange gainIdentify situations where it is possible to acquire debt at a discount without taxManage the challenges of dealing with underwater propertiesBahar A. Schippel, James B. Sowell, Linda Z. Swartz, Lorna S. WilsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Rev. Rul. 2016-15 Holds Real Estate Dealers Cannot Exclude Cancellation of Indebtedness Income, but Is It Correct?Blake Rubin,Andrea Whiteway“Bad Boy” Nonrecourse Carve-Outs in Real Estate Loan Cause It to Be Recourse—Or Do They? (May 2016)Blake Rubin,Andrea WhitewayIs It Cancellation of Debt (COD) Income?: New IRS Chief Counsel Advice Takes the Gas Out of Great Plains Gasification (September 1, 2015)Blake Rubin,Andrea Whiteway,Jon FinkelsteinTax Aspects of Real Estate WorkoutsFred Witt,Michael Frankel,Sanford Presant,Elliot Freier,Leslie LoffmanDebt Workouts: The Partnership and the PartnersJames SowellPartnership Bankruptcy Tax Issues (June 1, 2017)Linda SwartzWorkouts and Debt Restructuring in the Real Estate Context (February 2025) (PowerPoint slides)James Sowell,Bahar Schippel,Linda Swartz,Lorna WilsonPresentation MaterialWorkouts and Debt Restructuring in the Real Estate ContextBahar A. Schippel, James B. Sowell, Linda Z. Swartz, Lorna S. Wilson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 430822 430822 98 G3149 1:01:30 https://www.pli.edu/programs/real-estate-tax-forum/430819?tCode=WTC5_RSS01 Real estate Real estate transactions Tax Real estate taxes Tax planning and strategy Taken from the Web Program Recorded February 3, 2025 in New YorkTransactions Involving Real Estate – Practical Solutions to Everyday Problems [01:31:02]This session will provide tips on structuring, restructuring and unwinding different types of real estate transactions in today’s challenging environment. After completing this session, participants will be able to:Structure like-kind exchanges involving partnerships where some partners want cash instead of propertyExecute reverse and related party exchanges, parking transactions and build-to-suit exchangesConduct leasing transactionsManage the tax consequences of lease terminationsConvert ordinary income into capital gainsDefer gain recognitionTake small structuring steps that can have a major impact on your client’s transactionsJill E. Darrow*, Glenn Johnson, Robert D. Schachat*Participating RemotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Defeasing Conduit Loans: Tax Issues, Premiums, Like-Kind Exchanges and “New York Style” (May 2015)Blake Rubin,Andrea Whiteway,Jon FinkelsteinCapital Gains PlanningJill DarrowMaximizing Capital Gains in Real Estate Transactions: Case StudiesBlake RubinQualified Opportunity Zone Deals: QOZ Proposals After the November 2024 Election (February 2025) (PowerPoint slides)Laura Siman,James Lang,Sanford PresantQualified Opportunity Zone Deals: Updates in a COVID-19 Market (November 2021) (PowerPoint slides)Sanford Presant,James LangQualified Opportunity Zones (October 2023) (PowerPoint slides)Adam Feuerstein,Steven KennedyCurrent Issues in Like-Kind Exchanges (PowerPoint slides)Blake RubinPartnerships and Disregarded Entities in Like-Kind Exchanges (PowerPoint slides)Blake RubinMaximizing Capital Gains in Real Estate Transactions (PowerPoint slides)Blake RubinHot Like-Kind Exchange Issues (February 2025) (PowerPoint slides)Robert Schachat,Glenn JohnsonCapital Gains Planning (PowerPoint slides)Jill DarrowPresentation MaterialCapital Gains PlanningJill E DarrowHot Like-Kind Exchange IssuesGlenn Johnson, Robert D. Schachat Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 430819 430819 98 G3149 1:32:32 https://www.pli.edu/programs/international-tax-issues/430619?tCode=WTC5_RSS01 International tax Tax Income tax Tax planning and strategy Taken from the Web Program Recorded January 28, 2025 in New YorkInbound Planning and Developments [01:11:38]This panel will discuss the latest developments affecting inbound planning. After completing this session, participants will be able to:Determine the applicability of the corporate alternative minimum tax (“CAMT”)Conduct domestically-controlled REIT analysis taking into account the latest proposed regulationsIdentify the latest developments in qualified foreign pension fund (“QFPF”) and Section 892 exemptionsAssess the status of U.S. income tax treatiesApply the share buyback excise tax rules to repurchases involving non-U.S. publicly traded corporationsQuyen P. Huynh, Jennifer Lee, Oren Penn, Robert H. Scarborough IIIThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davies, U.S. Supreme Court Upends 40 Years of Judicial Deference to Regulations (July 25, 2024) Jonathan Rhein, Jennifer LeeDavies, IRS Proposes to Limit Application of Funding Rule on Stock Buyback Excise Tax (June 20, 2024) Jonathan Rhein, Zaira Rivero, Jennifer LeeDavies, IRS Relaxes Rules for Domestically Controlled REITs (June 19, 2024) Jonathan Rhein, Zaira Rivero, Jennifer LeeIRS Rules on Classification of Foreign Government Partnerships, Bloomberg Tax, Tax Management International Journal (March 25, 2024) Jonathan Rhein, Jennifer LeeConfines of Covered Inbound Transactions Under Notice 2024-16, Tax Notes International, Vol. 115 (September 30, 2024) Jennifer Franceschini, Raza Janjua, Laura WilliamsPresentation MaterialInbound Planning & DevelopmentsQuyen P. Huynh, Jennifer Lee, Oren Penn, Robert H. Scarborough Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 430619 430619 98 G3150 1:13:50 https://www.pli.edu/programs/international-tax-issues/430616?tCode=WTC5_RSS01 International tax Tax planning and strategy Taken from the Web Program Recorded January 28, 2025 in New YorkDevelopments on Transfer Pricing [00:57:14]This session will explore recent transfer pricing developments, including guidance and transfer pricing controversy. After completing this session, participants will be able to:Evaluate the impact of recent guidance on intercompany financing arrangements and other itemsUnderstand the significance of recent and pending U.S. transfer pricing casesInterpret recent OECD policy developments affecting transfer pricing, including with respect to Amount BUnderstand the interaction between transfer pricing and minimum taxes, including the U.S. CAMT and Pillar Two top-up taxesKomal Dhall, Rocco V. Femia, Brad McCormackThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Surprise—You May Have a C Reorganization, Journal of Taxation of Global Transactions (Fall 2006) Michael DiFronzo, Joseph CaliannoPresentation MaterialDevelopments on Transfer PricingKomal Dhall, Rocco V. Femia, Brad McCormack Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 430616 430616 98 G3150 0:58:45 https://www.pli.edu/programs/international-tax-issues/430607?tCode=WTC5_RSS01 International tax Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded January 28, 2025 in New YorkCross-Border Partnership Planning and Developments [01:17:03]This session will present an overview of the planning considerations affecting cross- border partnerships. After completing this session, participants will be able to:Determine pro rata share for controlled foreign corporation (“CFC”) income purposesApply Sections 1248 and 751 in the partnership contextCalculate a partner’s distributive share of base erosion tax benefitsAri Berk, Kimberly S. Blanchard, Erin Cleary, Daren J. GottliebThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:IRS Rules on Classification of Foreign Government Partnerships, Bloomberg Tax, Tax Management International Journal (March 25, 2024) Jonathan Rhein, Jennifer LeeTax Issues Raised by the Use of Cross-Border Partnerships, Tax Notes International, Vol. 174 (January 17, 2022) Greg FeathermanPresentation MaterialCross-Border Partnership Planning and DevelopmentsAri Berk, Kimberly S. Blanchard, Erin Cleary, Daren J. Gottlieb Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 430607 430607 98 G3150 1:18:33 https://www.pli.edu/programs/international-tax-issues/430610?tCode=WTC5_RSS01 International tax Foreign tax credits Tax Tax planning and strategy Taken from the Web Program Recorded January 28, 2025 in New YorkForeign Tax Credits (“FTCs”) and Subpart F Planning and Developments [01:30:47]This panel will explore the latest changes to the foreign tax credit regulations and the latest anti-deferral developments. After completing this session, participants will be able to:Identify situations where a foreign tax will be treated as creditable for U.S. purposesDistinguish between the activities-based test, source-based test and disposition of property test for attribution purposesUnderstand the changes in the definitions of a remittance and a contributionStephen R.A. Bates, Le Chen (Invited), Ronald A. Dabrowski, Elizabeth Sani Nelson, Amanda Pedvin VarmaThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:D.C. Circuit Reverses Debated Tax Court Decision in Rawat (August 2024) Laura Azebu, Amanda Varma, Paul WhitePresentation MaterialForeign Tax Credits and Subpart F Planning and DevelopmentsStephen R.A. Bates, Le Chen, Ronald A. Dabrowski, Amanda Pedvin Varma, Elizabeth Sani Nelson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 430610 430610 98 G3150 1:33:00 https://www.pli.edu/programs/international-tax-issues/430613?tCode=WTC5_RSS01 International tax Cross-border M & A Tax Tax planning and strategy Taken from the Web Program Recorded January 28, 2025 in New YorkCross-Border M&A Planning and Developments [01:33:25]This discussion will focus on the impact of recent U.S. tax law changes on global transaction planning. After completing this session, participants will be able to:Identify previously taxed earning & profits (“PTEP”) issues in M&A transactionsRecognize the numerous technical rules that can result in deemed acquisitions and inflate domestic corporation shareholder’s ownership percentage, causing Section 7874 to apply in very unintuitive waysDevon M. Bodoh, Tijana J. Dvornic, Elena M. Madaj, Laura WilliamsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Davies, U.S. Supreme Court Upends 40 Years of Judicial Deference to Regulations (July 25, 2024) Jonathan Rhein, Jennifer LeeDavies, IRS Proposes to Limit Application of Funding Rule on Stock Buyback Excise Tax (June 20, 2024) Jonathan Rhein, Zaira Rivero, Jennifer LeeDavies, IRS Relaxes Rules for Domestically Controlled REITs (June 19, 2024) Jonathan Rhein, Zaira Rivero, Jennifer LeeIRS Rules on Classification of Foreign Government Partnerships, Bloomberg Tax, Tax Management International Journal (March 25, 2024) Jonathan Rhein, Jennifer LeeKPMG Report: Pillar One—Amount B, Overview and Initial Observations (February 21, 2024) Marissa RensenConfines of Covered Inbound Transactions Under Notice 2024-16, Tax Notes International, Vol. 115 (September 30, 2024) Jennifer Franceschini, Raza Janjua, Laura WilliamsPresentation MaterialCross-Border AcquisitionsDevon M. Bodoh, Tijana J. Dvornic, Laura Williams Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 430613 430613 98 G3150 1:35:25 https://www.pli.edu/programs/gen-ai-case-studies-and-real-world-examples-case-preparation-and-strategy/433045?tCode=WTC5_RSS01 Taken from the Web Program Recorded January 27, 2025 in New YorkGen AI Case Studies and Real-World Examples: Case Preparation and Strategy [01:01:51]After completing this program, participants will be able to: Understand the Role of Generative AI in Litigation  Importance of Generative AI in modern litigation strategy Review GenAI Case Studies and Real-World Examples: Case Preparation and Strategy Benefits and Risks  Shifting Focus from Document Review to Case Building:  Why early case preparation is critical. Roles of associates and case teams in leveraging GenAI. Parallel workflows: Production vs. Strategic preparation. Risk Management in Using GenAI:  Outgoing production risks (e.g., spoliation). Risks of inadequate preparation impacting case outcomes. Opportunities for investigatory analysis and early data assessment. Plaintiff-side applications of GenAI. Use Cases: Real-World Applications  Lay of the Land  How GenAI tools streamline the development of case timelines. Leveraging GenAI to identify and emphasize key case themes. Document summarization. Searching through complex file types. Surfacing relevant documents efficiently. Depo prep and outlines Extracting critical facts from large datasets. Crafting compelling case narratives. Preparing for depositions and trials. Real World Examples: For Each Use Case What Type of Matter How it was used Underlying technology Value Add Assess Lessons Learned and Best Practices Insights from Early Adopters: Sharing key lessons learned from their experiences. Practical advice for lawyers new to using GenAI in litigation. Establishing Best Practices: Collaborative brainstorming of effective practices. Emphasis on compliance and ethical considerations. Corporate Policy (Michael) Share Future Trends, Developments and Final Thoughts in GenAI for Litigation  Discussing Current Trends: Emerging tools and capabilities. Anticipated shifts in how litigation strategy is developed. Keeping up with rapid technological advancements. Summarize Key Takeaways  Bobby Malhotra, Michael Mendola, Danny Thankachan, Cristin Traylor Presentation MaterialAssessing the Impact of President Trump ’ s Rescinding of Biden ’ s 2023 Executive Order on Safe, Secure, and Trustworthy AI Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433045 433045 98 G5362 1:01:51 https://www.pli.edu/programs/global-ip-spotlight--japan/432845?tCode=WTC5_RSS01 Intellectual property Intellectual property licensing Patents Patent prosecution Technology Taken from the Web Program Recorded January 27, 2025 in New YorkGlobal IP Spotlight – Japan [01:06:10]After completing this program, participants will be able to:Understand JETRO, JPO and recent cases law from the IP High Court in Japan that U.S. attorneys should knowRecognize challenges that Japanese companies face when considering global patent strategiesUnderstand the work of the Japanese IP bar’s DEI effortsAssess how U.S. and Japanese patent prosecution compares and what U.S. attorneys should know when engaging Japanese firms for prosecution workUnderstand the decision process by Japanese companies when deciding whether to take or refuse a licenseReview how IP rights holders can protect their IP in JapanShare key IP developments in Japan today that US IP attorneys should be aware of, including those related to artificial intelligenceShare takeaways that US attorneys should know about Japan's legal culture and/or legal institutionsDr. Hiroyuki Hashimoto, Dr. Joe Hug, Akiko Kousaka, Daryl Lim, Nahoko Ono, Chammika Subasinghe, Kohei WachiPresentation Material“Comparison of Legal Systems” Series 4 Claims and Specifications"Protecting your Intellectual Property (IP) in JapanJapanese Law Firm Perspective Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 432845 432845 98 G5389 1:06:10 https://www.pli.edu/programs/ip-discussions---fashion/433048?tCode=WTC5_RSS01 Taken from the Web Program Recorded January 24, 2025 in New YorkIP Discussions – Fashion [00:58:50]After completing this program, viewers will be able to answer: What intellectual property protects fashion? How have recent developments affected protections for fashion? Whether artificial intelligence has helped or hurt the fashion industry? Ewa Abrams, Susan Scafidi, Joshua L. Simmons Presentation MaterialIP Discussions with Joshua SimmonsJoshua L. Simmons Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 433048 433048 98 G5376 0:58:50 https://www.pli.edu/programs/understanding-financial-products/429515?tCode=WTC5_RSS01 Financial products Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded January 15 - 16, 2025 in New York“Hot Topics” Related to Financial Products and Emergence of Novel Financial Products [01:31:02]This session will delve into “hot topics” impacting financial products. After completing this session, participants will be able to:Better understand the events of 2024 and anticipate the trends of 2025Gain insight current trends, regulatory priorities and enforcement activities related to financial productsHave an improved understanding of novel financial products that are gaining popularity, including how AI is being used in conjunction with financial products, event contracts, ESG products and investing strategiesIrene Moyseyenko, Deborah North, Megan O'Flynn, Michael S. Selig, Aleko StamoulisPresentation MaterialCourse Materials: 17 CFR Part 40Megan O'FlynnCourse Materials: 5 Ways SEC's Crypto Approach Could Change Under TrumpMegan O'FlynnCourse Materials: Addendum: FY 2024 Enforcement ActionsMegan O'FlynnCourse Materials: CFTC Alleges Manipulative Trading on a Decentralized Digital Asset PlatformMegan O'FlynnCourse Materials: Commission Guidance Regarding the Listing of Voluntary Carbon Credit Derivative ContractsMegan O'FlynnCourse Materials: Elections Betting Pays Off, For Now: Implications for Future Event ContractsMegan O'FlynnCourse Materials: Elections Betting Pays Off, For Now: Implications for Future Event ContractsMegan O'FlynnCourse Materials: FY 2024 Enforcement ResultsMegan O'FlynnCourse Materials: Industry Considerations ReportMegan O'FlynnCourse Materials: Political Event Contracts: Previewing the Kalshi v. CFTC HearingMegan O'FlynnCourse Materials: Previewing Tomorrow’s Kalshi v. CFTC Appellate Court HearingMegan O'FlynnCourse Materials: SEC Adopts Treasury Clearing RuleMegan O'FlynnCourse Materials: Standards for Covered Clearing Agencies for U.S. Treasury SecuritiesMegan O'FlynnCourse Materials: TRENDS IN REGULATION OF DIGITAL ASSETSMegan O'FlynnCourse Materials: Use of Artificial Intelligence in CFTC-Regulated MarketsMegan O'FlynnCourse Materials: Voluntary Carbon Markets: An Overview of U.S. Regulatory DevelopmentsMegan O'FlynnCourse Materials: Voluntary Carbon Markets: Is It the CFTC’s Time to Shine?Megan O'FlynnCourse Materials: What's Next For The CFTC After The ElectionMegan O'FlynnSegment PowerPoint: “Hot Topics” Related to Financial Products and Emergence of Novel Financial ProductsIrene Moyseyenko, Deborah North, Megan O’Flynn, Michael Selig, Aleko Stamoulis Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 429515 429515 98 G3223 1:33:14 https://www.pli.edu/programs/understanding-financial-products/429528?tCode=WTC5_RSS01 Financial products Futures contracts Derivatives Financial services Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded January 15 - 16, 2025 in New YorkDerivatives Products Fundamentals [01:33:09]This session will provide an introductory overview of derivatives. After completing this session, participants will be able to:Better understand the basics of cleared and uncleared derivatives: the use of swaps, options, futures, and forwards to hedge risks or for speculation.Delineate the regulatory jurisdiction of the Commodity Futures Trading Commission (“CFTC”) over commodity interests and its anti-fraud/anti-manipulation authority over the cash marketDistinguish the jurisdiction of the Securities and Exchange Commission over security-based swap activities Gain an overview of various regulatory requirements for CFTC/SEC registered entities and registrants and select regulatory issues, including the clearing ecosystem, swap dealer compliance, and cross-border considerations Explore recent enforcement actions related to derivatives, SRO examinations and lessons learnedRefresh on the current state of derivatives documentation, including the evolution of ISDA documentationJoseph Ajibesin, Christopher Bender, Tamika P. Bent, Elizabeth Davis, Ilene Froom Presentation MaterialCourse Materials: CFTC Interpretive Guidance and Policy Statement on Cross-Border Application (superseded)Christopher BenderCourse Materials: Cross Border Application of CFTC Margin RulesChristopher BenderCourse Materials: End-User Exception to Mandatory ClearingChristopher BenderCourse Materials: Final Rule on Cross-Border Application of Certain Requirements Applicable to Swap DealersChristopher BenderCourse Materials: Further definition of “swap dealer”, “major swap participant” and “eligible contract participant”Christopher BenderCourse Materials:CFTC releases its enforcement results for FY2024Elizabeth Lan DavisCourse Materials:Further definition of “swap” and “security-based swap”Christopher BenderSegment PowerPoint: Derivatives Products FundamentalsJoseph Ajibesin, Christopher Bender, Tamika P. Bent, Elizabeth Lan Davis, Ilene Froom Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 429528 429528 98 G3223 1:35:51 https://www.pli.edu/programs/understanding-financial-products/429535?tCode=WTC5_RSS01 Financial products Futures contracts Regulation, compliance, and enforcement (Banking and finance) Regulation, compliance, and enforcement (International law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded January 15 - 16, 2025 in New YorkFinancial Products Unveiled: Navigating the Complex Regulatory Landscape in the United States [01:00:35]The financial services industry in the United States operates within one of the most complex regulatory frameworks in the world. This panel will help to demystify this regulatory framework, providing an overview of the way in which the US regulatory landscape works, and the range of financial products offered by financial institutions to investors, clients/counterparties and/or other financial institutions.After completing this session, participants will be able to:Gain insight into the labyrinth of federal, state, and international regulations impacting financial products and financial trendsBetter understand the commonly used financial products, like securities, including debt and equity offerings; derivatives, including swaps, commodities, FX, futures and options; and virtual assetsLearn how the different financial services regulatory bodies interface with one anotherHugh C. Conroy Jr., Rick Grove, Sabeena Ahmed LicontePresentation MaterialCourse Materials: Blockchain Law: The Regulation of Digital Assets in the Capital MarketsSabeena Ahmed LiconteCourse Materials: Commodity PoolsSabeena Ahmed LiconteCourse Materials: Going Public: A Guide to U.S. IPOs for Founders, Officers, Directors, and Other Market ParticipantsSabeena Ahmed LiconteCourse Materials: Organization of Private Investment Funds: Basic Structural and Legal IssuesSabeena Ahmed LiconteSegment PowerPoint: Financial Products Unveiled: Navigating the Complex Regulatory Landscape in the United StatesHugh C. Conroy Jr., Rick Grove, Sabeena Ahmed Liconte Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 429535 429535 98 G3223 1:02:05 https://www.pli.edu/programs/understanding-financial-products/429532?tCode=WTC5_RSS01 Structured finance Securities litigation Regulation, compliance, and enforcement (Securities and other financial products) Securities filings and financial statements Registration statements (Securities filings and financial statements) Taken from the Web Program Recorded January 15 - 16, 2025 in New YorkSecurities Products Fundamentals [01:29:44]This session will provide an overview of structuring techniques and transaction features. After completing this session, participants will be able to:Better understand the status of traditional and new asset classes in the securities marketsExplore the jurisdiction of the SEC and the role of self-regulatory organizations (SROs) over securities and securities market participants, including exemptions from registration as a broker dealerUnpack mainstream capital markets transactions, from initial public offerings (IPOs) to special purpose acquisition vehicles (SPACs) and beyondGain insight into the current state of the structured finance market, including structuring techniques and transaction featuresExtrapolate lessons from recent regulatory and legislative developmentsJeff Cohen, Jamie Kocis, Lara Thyagarajan, Hilary Sunghee Seo, Devi ShunaghamPresentation MaterialCourse Materials: 1933 Securities ActJeffrey CohenCourse Materials: Kern finra hearing panel articleJeffrey T. KernCourse Materials: kern NYSE finra articleJeffrey T. KernSegment PowerPoint: Securities Products FundamentalsTamika P. Bent, Jamie Kocis, Hilary Sunghee Seo, Devi Shanmugham, Lara Thyagarajan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 429532 429532 98 G3223 1:31:14 https://www.pli.edu/programs/understanding-financial-products/429521?tCode=WTC5_RSS01 Financial products Mutual funds Closed-end funds Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded January 15 - 16, 2025 in New YorkOverview of Advisers and Funds [01:30:56]This session will discuss how mutual funds are created and operated, and will provide an overview of their organizational structure. After completing this session, participants will be able to:Understand the role of advisers vis-a-vis the financial products they manageAssess SEC regulation of investment advisersEvaluate the impact of Dodd-Frank and CFTC regulation on funds and advisersDistinguish the different types of registered funds (i.e., mutual funds, exchange-traded funds (or ETFs) and closed-end funds, including business development companies) and understand their operational differencesBetter understand private equity and venture capital funds, the regulatory requirements applicable to them and the alternative asset classes in which they may investIdentify the regulatory requirements under the Investment Company ActExtrapolate lessons from SEC examination trends and enforcement focus related to advisers and fundsStacy L. Fuller, Wenchi Hu, Sabeena Ahmed Liconte, Nicole Simon, Annemarie TierneyPresentation MaterialCourse Materials: As Summer Approaches, Fifth Circuit Sends Private Funds Rule on VacationMegan O'FlynnCourse Materials: Conflicts of Interest Associated with the Use of Predictive Data Analytics by BrokerDealers and Investment AdviserMegan O'FlynnCourse Materials: ETF HandbookSabeena Ahmed LiconteCourse Materials: Form N-PORT and Form N-CEN Reporting; Guidance on Open-End Fund Liquidity Risk Management ProgramsMegan O'FlynnCourse Materials: Initial Observations Regarding Advisers Act Marketing Rule ComplianceMegan O'FlynnCourse Materials: Marketing Compliance Frequently Asked QuestionsMegan O'FlynnCourse Materials: Registered Investment Companies: Review of Certain Core Focus Areas and Associated Documents RequestedMegan O'FlynnCourse Materials: THREE THINGS TO KNOW ABOUT CBOE’S ETF SHARE CLASS FILINGMegan O'FlynnSegment PowerPoint: Overview of Advisers and FundsStacy L. Fuller, Wenchi Hu, Sabeena Ahmed Liconte, Nicole Simon, Annemarie Tierney Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 429521 429521 98 G3223 1:33:38 https://www.pli.edu/programs/understanding-financial-products/429518?tCode=WTC5_RSS01 Financial products Regulation, compliance, and enforcement (Securities and other financial products) Assets (Securities filings and financial statements) Cryptocurrencies Taken from the Web Program Recorded January 15 - 16, 2025 in New YorkVirtual Asset/Cryptocurrency Product Fundamentals [01:31:30]This session will provide an overview of cryptocurrency and other financial products in the digital space. After completing this session, participants will be able to:Gain insight into the regulatory approaches to cryptocurrencies and crypto-assetsExtrapolate lessons for how the CFTC, Securities and Exchange Commission (“SEC”) and state regulators, like the New York Department of Financial Services (“NYDFS”), have approached digital assetsBecome familiar with decentralized financeBetter understand distributed ledgers, cryptocurrencies, and tokensAnticipate and prepare for trends in virtual assets/cryptocurrency disputes and enforcementCFE Field of Study: Fraud IAPP Privacy credit for Privacy Professionals  Gary DeWaal, Jason Gottlieb, Ryne Miller, Megan O’Flynn, Norman ReedPresentation MaterialCourse Materials: CONSENSYS SOFTWARE INC.Megan O’FlynnCourse Materials: CUMBERLAND DRW LLCMegan O’FlynnCourse Materials: DeFi Enforcement Action Involving Uniswap ProtocolMegan O’FlynnCourse Materials: DeFi Takes Another Hit: CFTC Settles With Uniswap Labs Over Leveraged TokensMegan O’FlynnCourse Materials: FINANCIALIZATION OF BLOCKCHAINS’ BACKOFFICE OPERATIONS AND THE EMERGING RISKSMegan O’FlynnCourse Materials: Framework for “Investment Contract” Analysis of Digital AssetsMegan O’FlynnCourse Materials: Joint Statement on Crypto-Asset Risks to Banking OrganizationsMegan O’FlynnCourse Materials: Private International Law AspectsMegan O’FlynnCourse Materials: Remarks of Enforcement Director Ian McGinley at the City Bar White Collar Institute: “Trends in the CFTC’s Recent Crypto Enforcement Actions”Megan O’FlynnCourse Materials: REPORT OF THE SUBCOMMITTEE ON DIGIT AL ASSETS AND BLOCKCHAIN TECHNOLOGYMegan O’FlynnCourse Materials: Settlement with Uniswap LabsMegan O’FlynnCourse Materials: Stoner Cats 2Megan O’FlynnCourse Materials: Trends in the CFTC’s Recent Crypto Enforcement ActionsMegan O’FlynnCourse Materials: Universal Navigation Inc.Megan O’FlynnSegment PowerPoint: Virtual Asset/Cryptocurrency Product FundamentalsGary A. DeWaal, Jason P. Gottlieb, Purvi R. Maniar, Ryne Miller, Megan O’Flynn, Norman Reed Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 429518 429518 98 G3223 1:33:00 https://www.pli.edu/programs/beyond-the-buzz-legal-issues-in-the-low-alcnon-alc-beverage-market/429577?tCode=WTC5_RSS01 Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded January 10, 2025 in San FranciscoBeyond the Buzz: Legal Issues in the Low-Alc/Non-Alc Beverage Market [01:00:04]After completing this session, participants will be able to:Gain a comprehensive understanding of the regulatory challenges specific to the NoLo beverage industry. Learn practical strategies for mitigating legal risks and ensuring compliance. Stay up-to-date on the latest regulatory developments and enforcement trends. Jane L. Froyd, Alva Mather, Rebecca Stamey-WhitePresentation MaterialInformational Slides - The Rise of Non-Alcohol and Never-Alcohol ProductsAlva MatherIntroduction to Beyond the BuzzRebecca Stamey-WhiteNon-Alcoholic Beer Regulation 101 - Alcohol Law AdvisorAlva MatherUS Trade Labeling Guidelines - Dealcoholized WineJane L. FroydUS Trade Labeling Guides - Low AlcoholJane L. Froyd Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 429577 429577 98 G5346 1:00:04 https://www.pli.edu/programs/class-action-litigation/429404?tCode=WTC5_RSS01 Class actions Commercial litigation Settlement (Dispute resolution) Securities litigation Taken from the Web Program Recorded January 10, 2025 in New YorkRecent Developments in Class Action Litigation [01:37:37]This panel will cover recent developments in procedural and substantive issues in class action cases. After completing this session, participants will be able to:Understand Supreme Court developmentsComply with legislative and rules amendment developmentsRecognize emerging and hot class certification issuesAssess choice of forum considerationsManage multidistrict litigation (MDL) developmentsIdentify settlement developments and issuesUnderstand the latest developments in class actions and arbitrationComply with the Class Action Fairness Act (CAFA)Recognize government and nonprofit class action issuesUnderstand personal jurisdiction requirements for class action certificationAdam S. ZimmermanPresentation MaterialMajor Class Action Developments (January 10, 2025) (Outline)Adam S. ZimmermanPowerPoint: Major Class Action DevelopmentsAdam S. Zimmerman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 429404 429404 98 G3091 1:37:38 https://www.pli.edu/programs/class-action-litigation/429398?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Social media use (Ethics and professional responsibility) Conflicts of interest Practice skills (Ethics and professional responsibility) Taken from the Web Program Recorded January 10, 2025 in New YorkEthical Issues in Class Action Litigation [01:17:32]This panel will cover the ethical considerations often present in class action cases. After attending this panel, participants will be able to:Comply with the ethical issues related to the solicitation of class membersIdentify who plaintiffs’ counsel actually represents for purposes of the no-contact ruleManage ethical considerations regarding the use of informal discovery tools, including investigators, social media and the internetPrioritize ethical issues related to funding of expensesAvoid conflicts of interest in class representationUnderstand ethical issues relating to cooperation agreements among litigants – defense and plaintiffs’ sidesRecognize ethical obligations with regard to settlement negotiationsDavid G. Keyko Presentation MaterialClass Action Ethics Issues Outline (December 2024)David G. KeykoClass Action Ethics Issues PowerPointDavid G. Keyko Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 429398 429398 98 G3091 1:18:14 https://www.pli.edu/programs/class-action-litigation/429402?tCode=WTC5_RSS01 Class actions Commercial litigation Discovery Securities litigation Taken from the Web Program Recorded January 10, 2025 in New YorkBest Practices in Litigation and Discovery [01:30:10]This panel will discuss best practices in class action strategy and discovery, including how to effectively manage class action cases and sort through the complex discovery issues that often arise in the class action setting. After attending this panel, participants will be able to:Understand how litigation strategies have evolved based on recent Supreme Court and appellate class action rulingsBuild off “lessons learned” by lawyers prosecuting and defending major class actions lover the last few years.Assess considerations of discovery proportionality of in class action cases, including how litigants and Courts approach the issue of proportionalityNegotiate discovery protocols, including ESI, expert stipulations, privilege protocols and protective ordersDevelop strategies for discovery from cell phones, social media, and other nontraditional sources.Better work with opposing counsel, third parties, and experts regarding the collection and analysis of transactional and other dataEvaluate the interplay between discovery and engaging in the efficient and productive settlement and mediation of class action casesSkills credit for NY Attorneys Parvin K. Aminolroaya, Eric A. Kafka, William T. McEnroe, Melissa O’DonnellPresentation MaterialIn re: Glucagon-Like Peptide-1 Receptor Agonists (GLP-1 RAS) Products Liability Litigation, MDL No. 3094, CMO No. 11,In re: Glucagon-Like Peptide-1 Receptor Agonists (GLP-1 RAS) Products Liability Litigation, MDL No. 3094, CMO No. 15,Polling: Best Practices in Litigation and Discovery Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 429402 429402 98 G3091 1:30:52 https://www.pli.edu/programs/class-action-litigation/429400?tCode=WTC5_RSS01 Class actions Securities litigation Direct examination Expert witnesses Cross-examination Taken from the Web Program Recorded January 10, 2025 in New YorkThe Role of Experts in Class Actions [01:31:43]This interactive panel will demonstrate the examination and cross-examination of an expert witness in the class action setting. After completing this session, participants will be able to:Use expert opinions and testimony to establish the elements for class certificationWork with experts so that their opinions and testimony can be understood by the courtCross-examine an expert to present potential errors in their methodologiesAssess how merits issues may impact the presentation of expert testimonySkills credit for NY Attorneys Hon. Laurel Beeler, Candice Enders, Aasiya F. Mizra Glover, Eric S. HochstadtPresentation MaterialDefendant Opposition to Motion, Pampena v. Musk, No. 22-cv-05937-CRB, 2024 WL 3678002 (N.D. Cal. Sept. 2, 2024).Expert Witness PowerPointHon. Laurel Beeler, Candice J. Enders, Eric S. Hochstadt, Aasiya F. Mirza GloverOrder Granting Class Certification, Pampena v. Musk, No. 22-cv-05937-CRB, 2024 WL 3678002 (N.D. Cal. Sept. 27, 2024Plaintiff’s Notice of Motion, Pampena v. Musk, No. 22-cv-05937-CRB, 2024 WL 3678002 (N.D. Cal. May 24, 2024).Plaintiffs’ Reply Memorandum, Pampena v. Musk, No. 22-cv-05937-CRB, 2024 WL 3678002 (N.D. Cal. Sept. 16, 2024 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 429400 429400 98 G3091 1:31:43 https://www.pli.edu/programs/audit-committees-and-financial-reporting/428702?tCode=WTC5_RSS01 Accounting and financial reporting Audit committees (Auditing) Special committees (Corporate governance) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded January 9, 2025 in New YorkRegulatory and Financial Reporting Developments – What Audit Committee and Special Committee Members Need to Know [00:57:33]This panel will summarize the most recent trends and developments regarding financial reporting concerns impacting audit committees from the SEC’s perspective as well as how professionals in the auditing arena should prepare and integrate these changes from the PCAOB perspective. After completing this session, participants will be able to: Understand new accounting and PCAOB standardsDiscuss recent enforcement actions involving financial reporting issues, including non-GAAP issues and internal control mattersEvaluate developments in revenue recognition Stay ahead of other recent accounting, reporting and regulatory developmentsDan Berman, John Carney, Jennifer Leete, Ryan Wolfe    The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Public Company Accounting Oversight Board (PCAOB), Audit Focus, Critical Audit MattersMatthew B Greenblatt,Robert J. MalionekPublic Company Accounting Oversight Board (PCAOB), Practice Aid, QC1000, A Firm’s System of Quality Control (2024)Matthew B Greenblatt,Robert J. MalionekPublic Company Accounting Oversight Board (PCAOB), Spotlight, Auditor Responsibilities for Detecting, Evaluation, and Making Communications About Illegal Acts (November 2024)Matthew B Greenblatt,Robert J. MalionekU.S. Securities and Exchange Commission, Paul Munter, Chief Accountant, Statement, Responsibilities of Lead Auditors to Conduct High-Quality Audits When Involving Other Auditors (March 17, 2023)Matthew B Greenblatt,Robert J. MalionekPresentation MaterialSegment PowerPoint: Regulatory and Financial Reporting Developments – What Audit Committee and Special Committee Members Need to KnowDaniel N. Berman, John J. Carney, Jennifer S. Leete, Ryan Wolfe Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 428702 428702 98 G3228 0:59:45 https://www.pli.edu/programs/audit-committees-and-financial-reporting/428693?tCode=WTC5_RSS01 Audit committees (Corporate governance) Special committees (Corporate governance) Internal investigations (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded January 9, 2025 in New YorkKey Considerations Regarding an Audit Committee or Special Committee Investigation: The Outside Counsel’s Perspective [01:00:18]This discussion will lay out the key factors for attorneys to conduct effective internal investigations, and how the Committee(s) should oversee this work. After completing this session, participants will be able to:Know how to structure and initiate the internal investigationDefine the nature and scope of the internal investigationPrepare for and conduct witness interviewsHandle critical privilege and confidentiality issuesUnderstand the need to retain other outside professionals (e.g., forensic accountants)Prepare reports/presentations to the Committee(s) and the BoardJennifer Achilles, Naomi K. Schneidmill, Rizwan QureshiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Mark T. Uyeda, Commissioner, Statement on Amendments to Auditing Standards Governing the Planning and Supervision of Audits Involving Other Auditors and Dividing Responsibility for the Audit with Another Accounting Firm (August 12, 2022)Matthew B Greenblatt,Robert J. MalionekPublic Company Accounting Oversight Board (PCAOB), News Release, PCAOB Adopts New Requirements for Lead Auditor’s Use of Other Auditors (June 21, 2022)Matthew B Greenblatt,Robert J. MalionekPublic Company Accounting Oversight Board (PCAOB), Planning and Supervision of Audits Involving Other Auditors and Dividing Responsibility for the Audit with Another Accounting Firm, PCAOB Release No. 2022-002 (June 21, 2022)Matthew B Greenblatt,Robert J. MalionekPresentation MaterialSegment PowerPoint: Key Considerations Regarding an Audit Committee or Special Committee Investigation: The Outside Counsel’s PerspectiveJennifer Achilles, Rizwan A. Qureshi, Naomi K. Schneidmill Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 428693 428693 98 G3228 1:01:00 https://www.pli.edu/programs/audit-committees-and-financial-reporting/428690?tCode=WTC5_RSS01 Accounting and financial reporting Special committees (Corporate governance) Internal investigations (Corporate law) Regulation, compliance, and enforcement (Securities and other financial products) Taken from the Web Program Recorded January 9, 2025 in New YorkKey Considerations Regarding an Audit Committee or Special Committee Investigation: The Forensic Accountant’s Perspectives [01:00:27]Using a real-world case study, this presentation will discuss the roles of forensic accountants and other forensic investigators in executing the internal investigation. After completing this session, participants will be able to:Establish the initial scope and develop the appropriate workplanPreserve, collect and process email and electronic document environment for thorough reviewAssist counsel with the witness interviews of key witnesses on financial and accounting issuesPerform the detailed accounting analysis requiredPerform independent investigative procedures to identify potential recoveriesPresent work product to counsel and Audit and Special Committees, auditors and regulatorsBrian Blais, Veeral Gosalia, Matthew B. Greenblatt, Hadassa WaxmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:U.S. Securities and Exchange Commission, Gary Gensler, Chair, Statement on PCAOB Amendments to Strengthen Auditing Standards for Audits Involving Multiple Firms (August 12, 2022)Matthew B Greenblatt,Robert J. MalionekFTI Consulting, Here’s the Expert Your Company Needs to Gain the Upper Hand (September 30, 2020)Matthew GreenblattPresentation MaterialSegment PowerPoint: Key Considerations Regarding an Audit Committee or Special Committee Investigation: The Forensic Accountant’s PerspectivesBrian R. Blais, Veeral Gosalia, Matthew B. Greenblatt, Robert J. Malionek, Hadassa Waxman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 428690 428690 98 G3228 1:02:40 https://www.pli.edu/programs/the-civility-series-how-incivility-and-implicit-bias-can-impact-your-case/430896?tCode=WTC5_RSS01 Ethics and professional responsibility Practice skills (Ethics and professional responsibility) Professional conduct Professional development Diversity, inclusion, and elimination of bias in law practice Taken from the Web Program Recorded January 7, 2025 in San FranciscoThe Civility Series: How Incivility and Implicit Bias Can Impact Your Case [00:58:16]After completing this session, participants will be able to:Discover the intersection between implicit bias and incivility in the legal professionLearn best practices for how to recognize and prevent common instances of incivility rooted in implicit bias Explore best practices for fostering inclusion and professionalism as an attorney to add further civility in the legal professionProf. Christine Chambers Goodman, Chambord Benton-HayesPresentation MaterialCalifornia Lawyers Association and the California Judges Association, Beyond the Oath: Recommendations for Improving Civility, Initial Report of the California Civility Task Force (Sept 2021)Chambord Benton-Hayes, Prof. Christine Chambers GoodmanA Lawyer's Creed, Part IX of the Rules and Regulations of the State Bar of GeorgiaChambord Benton-Hayes, Prof. Christine Chambers Goodman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 430896 430896 98 G5334 0:58:16 https://www.pli.edu/programs/taxation-of-financial-products-and-transactions/428619?tCode=WTC5_RSS01 Financial products Derivatives Regulation, compliance, and enforcement (Securities and other financial products) Tax Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded January 6, 2025 in New YorkDerivatives Over Baskets: Where We Are, And Where We’re (Possibly) Going [00:58:50]This session will discuss the tax treatment of basket derivatives and examine the new proposed regulations that identify some basket derivatives as listed transactions. After completing this session, participants will be able to:Explain how the proposed regulations differ from Notice 2015-74Describe factors that may lead to the conclusion that a basket derivative can be modified without current taxationIdentify potential exceptions for certain ordinary course transactions from the designation as listed transactions under the proposed regulationsErika W. Nijenhuis, Elena V. Romanova, Laurence J. Salva, Maureen N. SmithThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Basket Contract and Basket Option TransactionsElena RomanovaPresentation MaterialDerivatives Over Baskets: Where We Are, And Where We’re (Possibly) GoingErika W. Nijenhuis, Elena V. Romanova, Laurence J. Salva, Maureen N. Smith Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 428619 428619 98 G3148 1:01:02 https://www.pli.edu/programs/taxation-of-financial-products-and-transactions/428616?tCode=WTC5_RSS01 Financial products Tax Taken from the Web Program Recorded January 6, 2025 in New YorkDevelopments at IRS Associate Chief Counsel (International) Affecting the Taxation of Financial Products [01:03:02]This panel will focus on current projects within the purview of the office of the IRS Associate Chief Counsel (International). After completing this session, participants will be able to:Explain the application of the CAMT rules related to financial productsDiscuss the reproposed Section 988 and Section 954 regulationsExplain the operation of the funding rule under the stock repurchase excise taxJoseph M. Calianno, Michael Mou*, Richard L. Reinhold, Laura Valestin*Participating RemotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:PwC Tax Insights, Key Highlights of the CAMT Proposed Regulations (September 20, 2024)Laura ValestinPresentation MaterialDevelopments at IRS Associate Chief Counsel (International) Affecting the Taxation of Financial ProductsJoseph M. Calianno, Michael Mou, Richard L. Reinhold, Laura Valestin Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 428616 428616 98 G3148 1:04:32 https://www.pli.edu/programs/taxation-of-financial-products-and-transactions/428622?tCode=WTC5_RSS01 Financial products Corporate tax Tax Tax planning and strategy Taken from the Web Program Recorded January 6, 2025 in New YorkThinking about Transaction Fees in a Post-YA Global World [01:07:52]This panel will describe current issues in the taxation of fee income following the YA Global case. After completing this session, participants will be able to:Explain how upfront fees are taxed to domestic investorsDescribe the impact of charging fees on a determination that a non-U.S. taxpayer is engaged in a trade or businessAssess the treatment of fee income by U.S. tax-exempt organizationsPamela Lawrence Endreny, Lucy W. Farr, Amanda H. Nussbaum, Matthew A. Stevens The purchase price of this Web Program segment includes the following article from the Course Handbook available online:New York State Bar Association Report on the Tax Treatment of Certain Fees, Report No. 1500 (September 13, 2024)Lucy Farr,Matthew StevensPresentation MaterialTax Treatment of Certain Fees Paid by Issuers of Loans, Debt, or Equity SecuritiesPamela L. Endreny, Lucy W. Farr, Amanda H. Nussbaum, Matthew A. Stevens Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 428622 428622 98 G3148 1:09:23 https://www.pli.edu/programs/taxation-of-financial-products-and-transactions/428613?tCode=WTC5_RSS01 Financial products Insurance Tax Tax planning and strategy Taken from the Web Program Recorded January 6, 2025 in New YorkManaging Tax Risk [01:01:25]This discussion will provide an overview of how tax professionals in various roles think about managing and allocating tax risk. After completing this session, participants will be able to:Optimize tax benefits while minimizing riskAllocate risk among parties to a transactionIdentify situations where tax insurance is a viable option to mitigate riskJoel Hodes, Vadim Novik, Mario Salandra, Anthony J. TuthsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Managing Tax Risk on Financial Products and TransactionsMario Salandra,Joel Hodes,Anthony TuthsManaging Tax Risk on Financial Products (PowerPoint slides)Mario Salandra,Joel Hodes,Anthony TuthsPresentation MaterialManaging Tax Risk on Financial ProductsJoel Hodes, Vadim Novik, Mario Salandra, Anthony J. Tuths Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 428613 428613 98 G3148 1:02:55 https://www.pli.edu/programs/taxation-of-financial-products-and-transactions/428607?tCode=WTC5_RSS01 Financial products Tax Tax planning and strategy Cryptocurrencies Digital assets Taken from the Web Program Recorded January 6, 2025 in New YorkCryptocurrency Update [01:04:21]This session will explore recent developments in the cryptocurrency space and examine the tax treatment of the relevant transactions. After completing this session, participants will be able to:Apply the Section 864 “trading” safe harbor to digital assetsIdentify tax considerations for bitcoin and ether exchange traded products and transactions in those productsUnderstand the tax consequences of consensus-layer and app-layer staking, bridging, and liquidity provisionsSarah Ryan, Jason D. Schwartz, Jamison SitesThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Fried, Frank, Harris, Shriver & Jacobson LLP, Alert, Squaring the Circle: Smart Contracts and DAOs at Tax EntitiesJason SchwartzFried, Frank, Harris, Shriver & Jacobson LLP, Alert, The Latest DeFi Alpha Is Tax-Optimized StakingJason SchwartzThe Taxation of Decentralized Finance, Tax Notes Federal, Vol. 174 (February 7, 2022)Jason SchwartzPresentation MaterialTaxation of Digital AssetsSarah Ryan, Jason Schwartz, Jamison Sites Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 428607 428607 98 G3148 1:05:51 https://www.pli.edu/programs/taxation-of-financial-products-and-transactions/428610?tCode=WTC5_RSS01 Financial products Tax Taken from the Web Program Recorded January 6, 2025 in New YorkThe Supreme Court’s Loper Bright Decision and the Future of Financial Products Regulation [01:01:41]This panel will address whether the Supreme Court decision in the Loper Bright case calls into question the validity of some regulations in the financial products arena. After completing this session, participants will be able to:Understand the pre-Loper Bright standard for assessing the validity of a Treasury regulationDescribe ways the Loper Bright decision changes the legal standard for assessing the validity of a Treasury regulationIdentify regulations that may be susceptible to challenges following the Loper Bright decisionStuart E. Leblang, Rebecca E. Lee*, Mark H. Price*, Daniel A. Rosen*Participating RemotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Akin Alert, The Top 10 Takeaways for Businesses from the Supreme Court’s Three Big Administrative Decisions in 2024James Tysse,Caroline Wolverton,Pratik Shah,Z.W. Chen,Lide Paterno,G. Bates,Brian Pomper,Ed Pagono,Stuart LeblangPresentation MaterialThe Supreme Court’s Loper Bright Decision and the Future of Financial Products RegulationStuart E. Leblang, Rebecca E Lee, Mark H. Price, Daniel A. Rosen Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 428610 428610 98 G3148 1:03:53 https://www.pli.edu/programs/building-a-holistic-legal-practice-social-worker-and-attorney-partnerships/428658?tCode=WTC5_RSS01 Legal innovation Public interest law and pro bono Professional development Law practice management Attorney-client relations Taken from the Web Program Recorded December 18, 2024 in San FranciscoBuilding a Holistic Legal Practice: Social Worker and Attorney Partnerships [01:01:31]After completing this program, participants will be able to:Identify the significant benefits to case, client, and legal organization of a social worker/attorney partnership Define the professional boundaries of both roles and navigate some common challenges of a social worker/attorney partnership in a legal practiceApply best practices for recruitment and integration of a multi-disciplinary practice model Christina Arregoces, Nora Carranza, Alexis Moody Presentation MaterialBuilding a Holistic Legal Practice: Social Worker and Attorney PartnershipsChristina Arregoces, Nora Carranza, Alexis MoodyLACY Social Work Referral FormChristina Arregoces, Nora Carranza, Alexis MoodyLegal Advocates for Children & Youth (LACY) Client-Social Worker Agreement FormChristina Arregoces, Nora Carranza, Alexis Moody Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 428658 428658 98 G5301 1:01:31 https://www.pli.edu/programs/drafting-international-arbitration-agreements--reflecting-on-current-trends/430223?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 16, 2024 in New YorkDrafting International Arbitration Agreements – Reflecting on Current Trends [01:18:01]Presentation MaterialArtificial Wisdom or Automated Folly? Practical Considerations for Arbitration Practitioners to Address the AI ConundrumChapter 1: Planning for International Dispute ResolutionChapter 3: Drafting International Arbitration AgreementsDrafting an Arbitration Agreement in 2022: 2021 ConsiderationsTesting the Scope of Article V(1)d of the New York Convention on Enforcement of Arbitration Awards Following the Dubai Arbitration Venue CombinationThe Pitfalls of Conflicting Judicial Outcomes in International Arbitration Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 430223 430223 98 G5349 1:18:01 https://www.pli.edu/programs/professionalism-civility-inclusion-and-resilience-in-the-legal-profession/427638?tCode=WTC5_RSS01 Ethics and professional responsibility Ethical issues (Ethics and professional responsibility) Professional development Diversity, inclusion, and elimination of bias in law practice Professionalism in law practice Taken from the Web Program Recorded December 16, 2024 in San FranciscoProfessionalism, Civility, Inclusion, and Resilience in the Legal Profession [01:15:37]After completing this session, participants will be able to:Understand the importance of civility in the legal professionLearn how to maintain civility when faced with incivilityReview best practices for fostering inclusion and professionalism with counsel and colleagues Discover inclusive strategies and recommendationsMartin SinclairPresentation MaterialHandout: Erika Harold, “Judges Share Three Strategies for Responding to Incivility in Litigation”, 2Civility, Illinois Supreme Court Commission on Professionalism (June 10, 2024)Martin SinclairPowerPoint slides: Professionalism, Civility, Inclusion, and Resilience in the Legal ProfessionMartin SinclairHandout: Martin Sinclair, "Walking a Straight Line: True Professionalism Has Many Elements", Law Bulletin Media (Dec 2019)Martin SinclairHandout: Jayne R. Reardon, Ch. 3: Civility as the Core of Professionalism, in Essential Qualities of the Professional Lawyer (ABA 2013)Martin SinclairHandout: Jayne R. Reardon, Ch. 19: Professionalism as Survival Strategy, in The Relevant Lawyer: Reimagining the Future of the Legal Profession (ABA 2015)Martin SinclairHandout: Illinois Supreme Court, Illinois Rules of Professional Conduct Applicable to CivilityMartin SinclairHandout: National Center for Principled Leadership & Research Ethics, Survey on Professionalism: A Study of Illinois Lawyers 2021Martin SinclairHandout: Swenson et al, Stress and Resiliency in the U.S. Judiciary, in 2020 Journal of the Professional Lawyer (ABA 2020Martin SinclairHandout: Kieran Pender, International Bar Association, Us Too? Bullying and Sexual Harassment in the Legal Profession (May 2019)Martin SinclairHandout: Mark C. Palmer, “Put Down the Negativity: Letting Communication Work for Conflict Resolution”, 2Civilty, Illinois Supreme Court Commission on Professionalism (Dec. 14, 2016)Martin SinclairHandout: 2Civility, Illinois Supreme Court Commission on Professionalism, Strategies to Interrupt BiasMartin SinclairHandout: Jayne Reardon, “Bullying Does Not Pass for Advocacy in Illinois”, 2Civility, Illinois Supreme Court Commission on Professionalism (Jan. 27, 2022)Martin SinclairHandout: Kendra Abercrombie, “Is a Misinterpretation of “Professionalism” Being Used to Exclude Attorneys?”, 2Civility, Illinois Supreme Court Commission on Professionalism (Feb. 3, 2022)Martin SinclairHandout: Mark C. Palmer, “How Lawyers Use Words to Influence Perception”, 2Civility, Illinois Supreme Court Commission on Professionalism (July 5, 2022)Martin SinclairHandout: Erika Harold, “The True Cost of Incivility in the Legal Profession”, 2Civility, Illinois Supreme Court Commission on Professionalism (Sept. 21, 2022)Martin SinclairHandout: Erika Harold, “What Lawyers Can Learn from College Athletes”, 2Civility, Illinois Supreme Court Commission on Professionalism (Oct. 6, 2023)Martin Sinclair Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 427638 427638 98 GTMP1000 1:16:19 https://www.pli.edu/programs/ai-adoption-and-implications-for-legal-professionals/429574?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 13, 2024 in New YorkAI Adoption and Implications for Legal Professionals [01:12:42] After completing this session, participants will be able to:                     ·      Understand practical implications of generative AI on legal workflows and organizational operations.·      Identify near term trends in AI integration within the legal sector.·      Apply techniques for upskilling themselves and their organizations to more effectively derive value from generative AI.·      Navigate ethical frameworks to generative AI use, including disclosure obligations to clients.Presentation MaterialBeyond Language: How Multimodal AI Sees the Bigger PictureMatthew R. Carey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 429574 429574 98 G5345 1:12:42 https://www.pli.edu/programs/solo-practice-bootcamp-best-practices-from-legal-incubator-programs-to-help-you-launch-your-own-practice/428073?tCode=WTC5_RSS01 Legal innovation Public interest law and pro bono Professional development Law practice management Technology in law practice Taken from the Web Program Recorded December 13, 2024 in San FranciscoDesigning a Practice to Serve the Needs of Everyday People [01:01:44]The access to justice gap presents the legal industry with a latent market. Addressing the needs of this group unlocks new opportunities for legal practitioners and helps provide legal solutions for an underserved population. Building a law business to serve the latent legal market requires a different approach to the “traditional law firm.” After completing this session, participants will be able to: Design a modern law firm with intentionRecognize the product/market fit problem in legal servicesDetermine what it means to know your numbersUtilize a framework for building a practice to serve modest-income clientsAnne-Marie RábagoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Designing a Practice to Serve the Needs of Everyday PeopleAnne-Marie RábagoPersonal Expense Budget WorksheetAnne-Marie RábagoBusiness Expense Budget WorksheetAnne-Marie RábagoPresentation MaterialDesigning a Practice to Serve the Needs of Everyday People (PowerPoint Slides)Anne-Marie Rábago Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 428073 428073 98 G3339 1:02:26 https://www.pli.edu/programs/solo-practice-bootcamp-best-practices-from-legal-incubator-programs-to-help-you-launch-your-own-practice/428070?tCode=WTC5_RSS01 Legal innovation Public interest law and pro bono Professional development Law practice management Attorney-client relations Taken from the Web Program Recorded December 13, 2024 in San FranciscoGetting the Word Out: Techniques for Identifying and Attracting Your Ideal Clients [00:59:53]Solo attorneys seeking to serve middle-income clients need communication strategies that reach diverse groups previously left out of the legal market. Crafting an ideal client profile helps reduce friction in the attorney-client relationship. Developing tactics based on ideal client types allows practitioners to focus on ethical and cost-effective messaging. After completing this session, participants will be able to:Establish core features of the attorney’s ideal clientRecognize the pros and cons of various tactics and media channelsLearn communication fundamentals such as timing, targeting, and frame of mindUnderstand key performance indicators for cultivating and establishing the attorney-client relationshipAlexandra M. Geczi, Saedra A. PinkertonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Getting the Word Out: Techniques for Identifying and Attracting Your Ideal Clients—WorkbookAlexandra Geczi,Saedra PinkertonGetting the Word Out: Techniques for Identifying and Attracting Your Ideal Clients (PowerPoint slides)Alexandra Geczi,Saedra PinkertonPresentation MaterialGetting the Word Out: Techniques for Identifying and Attracting Your Ideal Clients (PowerPoint Slides)Alexandra M. Geczi, Saedra A. Pinkerton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 428070 428070 98 G3339 1:00:35 https://www.pli.edu/programs/solo-practice-bootcamp-best-practices-from-legal-incubator-programs-to-help-you-launch-your-own-practice/428067?tCode=WTC5_RSS01 Legal innovation Public interest law and pro bono Professional development Technology Artificial intelligence Taken from the Web Program Recorded December 13, 2024 in San FranciscoTechnology Competence and Artificial Intelligence for the Solo Lawyer [01:30:52]Understanding how to leverage technology has become foundational to the practice of law. Technology and AI empower lawyers to work faster, reduce mistakes, and deliver superior client experience when properly applied. After completing this session, participants will be able to:Explain how technology can be used to improve their practice of lawUnderstand existing and emergent legal technologyComprehend AI tools, their uses, and their impact in legal settingsIdentify, evaluate, and select technology tools to enhance their legal tech stackJoshua WeaverThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Infuse Technology Solutions for Efficiency and EffectivenessAnne-Marie RábagoPresentation MaterialTechnology Competence and Artificial Intelligence for the Solo Lawyer (PowerPoint Slides)Joshua Weaver Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 428067 428067 98 G3339 1:31:34 https://www.pli.edu/programs/solo-practice-bootcamp-best-practices-from-legal-incubator-programs-to-help-you-launch-your-own-practice/428061?tCode=WTC5_RSS01 Mental health Public interest law and pro bono Professional development Career development Attorney wellness Taken from the Web Program Recorded December 13, 2024 in San FranciscoThe Power and Purpose of Professional Identity for Modern Lawyers [01:00:46]Professional identity is the set of characteristics, values, beliefs, and behaviors that define a lawyer within the legal profession. It encompasses how a lawyer sees themselves in relation to their practice, as well as how others perceive them within that role. Professional identity also guides our decisions, influences our relationships, and impacts our mental health. After completing this session, participants will be able to:Identify how becoming a lawyer changes people cognitively, emotionally, and physiologicallyDefine the concept of “professional identity” and illustrate its impact on lawyer behavior, decision-making, and well-beingCultivate their unique professional identity to effectively communicate their professional valueHarness the power of professional identity to increase opportunities and find satisfaction as a modern legal practitionerJ. Ryann PeytonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Power and Purpose of Professional Identity: Expanding What It Means to Be a LawyerJ. PeytonPresentation MaterialThe Power and Purpose of Professional Identity for Modern Lawyers (PowerPoint Slides)J. Ryann Peyton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 428061 428061 98 G3339 1:01:28 https://www.pli.edu/programs/solo-practice-bootcamp-best-practices-from-legal-incubator-programs-to-help-you-launch-your-own-practice/428064?tCode=WTC5_RSS01 Legal innovation Public interest law and pro bono Professional development Law practice management Technology in law practice Taken from the Web Program Recorded December 13, 2024 in San FranciscoSetting Up Systems and Scaling for Success [01:02:02]The difference between founding a long-lasting, fulfilling law practice versus merely practicing law is how well lawyers define their vision and set goals and milestones. The key to success, especially when building a business to reach underserved legal markets, is developing the foundational systems necessary to support an impactful law practice. After completing this session, participants will be able to: Develop mission-driven systemsCultivate an entrepreneurial mindsetDifferentiate between working in their business and on their businessRecognize various business planning models and evaluate success through defined key performance indicatorsNatalia A. VentskoThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Setting Up Systems and Scaling for Success—Resource SheetNatalia VentskoWorkplan TemplateNatalia VentskoSetting Up Systems & Scaling for Success (PowerPoint slides)Natalia VentskoPresentation MaterialSetting Up Systems and Scaling for Success (PowerPoint Slides)Natalia Ventsko Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 428064 428064 98 G3339 1:02:44 https://www.pli.edu/programs/global-ip-spotlight--world-intellectual-property-organization-wipo/430184?tCode=WTC5_RSS01 Taken from the Web Program Recorded December 12, 2024 in New YorkGlobal IP Spotlight – World Intellectual Property Organization (WIPO) [01:17:35] Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 430184 430184 98 G5343 1:17:35 https://www.pli.edu/programs/enhancing-legal-responses-to-climate-disasters-strategies-for-resilience-and-recovery/425912?tCode=WTC5_RSS01 Environmental law Disaster assistance Insurance Public interest law and pro bono Real estate Taken from the Web Program Recorded November 21, 2024 in San FranciscoFEMA Interim Rule Updates and Implementation [01:02:23]FEMA recently amended its regulations governing the Individual Assistance (IA) program to increase equity by simplifying processes, removing barriers to entry, and increasing eligibility for certain types of assistance under the program. These changes went into effect for disasters that occur on or after March 22, 2024. After completing this session, participants will be able to:Understand the updates to the IA program and the reasoning behind the changes.Recognize how reasonable accommodations play a critical role in affording an equitable opportunity for individuals with disabilities to participate in and benefit from the program.Identify best practices on how to deal with FEMA and the implementation of the changes.Amanda Bosley, Stephanie Duke, Brittanny Perrigue GomezPresentation MaterialFEMA Interim Rule Updates and Implementation (PowerPoint Slides)Amanda Bosley, Stephanie Duke, Brittanny Perrigue GomezInitial Client Interview Checklist: FEMA Individual Assistance ProgramsAmanda Bosley, Stephanie Duke, Brittanny Perrigue Gomez Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 425912 425912 98 G5284 1:02:23 https://www.pli.edu/programs/enhancing-legal-responses-to-climate-disasters-strategies-for-resilience-and-recovery/425909?tCode=WTC5_RSS01 Disaster assistance Immigration and naturalization Vulnerable populations Public interest law and pro bono Technology Taken from the Web Program Recorded November 21, 2024 in San FranciscoCommunity-Centered Legal Care for Disaster Resilience [01:01:31]This session will highlight strategies for providing community-centered legal care to rural, underserved and isolated communities impacted by climate-driven emergencies. Panelists will discuss approaches to disaster resilience and recovery through data-gathering about community needs, legal education, advocacy, training, and technology. The session will highlight collaborations that combine local, place-based services with broader partnerships, sharing insights to enhance preparedness and recovery support where legal resources are scarce. After completing this session, participants will be able to:Apply learning to strengthen disaster legal help for immigrant, Native and rural communities, as well as isolated older adults.Identify steps to enhance legal education, outreach and training initiatives that build disaster resilience.Locate information about replicable models, partnerships, and resources that can be tailored to local needs.Lisa Gavin, Kendall Jarvis, Liz Keith, Izzy WilliamsonPresentation MaterialAlaska Legal Services Corporation: Moving Beyond Lawyer-Based Solutions with Community Justice WorkersLisa Gavin, Kendall Jarvis, Liz Keith, Izzy WilliamsonCommunity-Centered Legal Care for Disaster Resilience (PowerPoint Slides)Lisa Gavin, Kendall Jarvis, Liz Keith, Izzy WilliamsonCommunity-Centered Legal Care for Disaster Resilience: Additional ResourcesLisa Gavin, Kendall Jarvis, Liz Keith, Izzy WilliamsonDisaster Preparedness for Older Adults in Rural AreasLisa Gavin, Kendall Jarvis, Liz Keith, Izzy WilliamsonDisasters in Rural California: The Impact on Access to JusticeLisa Gavin, Kendall Jarvis, Liz Keith, Izzy WilliamsonTake Control in 1, 2, 3 – Disaster Preparedness Guide for CaregiversLisa Gavin, Kendall Jarvis, Liz Keith, Izzy Williamson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 425909 425909 98 G5284 1:01:31 https://www.pli.edu/programs/enhancing-legal-responses-to-climate-disasters-strategies-for-resilience-and-recovery/425906?tCode=WTC5_RSS01 Environmental law Climate change Disaster assistance Vulnerable populations Public interest law and pro bono Taken from the Web Program Recorded November 21, 2024 in San FranciscoInnovative Legal Solutions for Climate Resilience [01:00:46]This session will highlight cutting-edge legal and policy solutions aimed at building climate resilience in communities. Topics will include community-based preparedness initiatives, legal frameworks for climate adaptation, and case studies from recent disaster response efforts. Equal Justice Works Disaster Resilience Program Fellows will share their experiences and insights on pioneering resilience projects. After completing this session, participants will be able to:Summarize the different types of legal issues and policy solutions arising from climate disasters.Identify and apply effective strategies for immediate and long-term recovery efforts, following fair and equitable principles.Evaluate policy frameworks to understand their influence on disaster resiliency and explore opportunities for legal advocacy.Integrate practical skills and insights to build resilience in communities.Jordan Davis, Nick Gau, Sharla Manley, Al RobertsPresentation MaterialEighteenth Proclamation Relating to WildfiresSharla ManleyH.B. NO. 2742Sharla ManleyInnovative Legal Solutions for Climate Resilience (PowerPoint Slides)Jordan Davis, Nick Gau, Sharla Manley, Al RobertsOutline: Innovative Legal Solutions for Climate ResilienceJordan Davis, Nick Gau, Sharla Manley, Al Roberts Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 425906 425906 98 G5284 1:00:46 https://www.pli.edu/programs/social-security-disability/425732?tCode=WTC5_RSS01 Taken from the Web Program Recorded November 19, 2024 in New YorkOverview of Supplemental Security Income (SSI) and Social Security Disability (SSD) Benefits [01:17:26]This presentation will provide an overview of SSI and SSD benefits. After completing this session, participants will be able to:Understand an overview regarding Social Security benefits including the following:The definition of disabilityComparison of SSI and SSD programsNew developmentsReview the current rules regarding evidenceFocus on the 5-step sequential evaluationAssess impact on other benefitsAnne K. Callagy, Tanya DouglasThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:SSI and SSD: Basic Concepts (September 2024)Anne CallagySocial Security Administration, Policy Interpretation Ruling, SSR 24-1p: Titles II and XVI: How We Apply Medical-Vocational Profiles, 89 Fed. Reg. 48477, No. 110 (Effective June 22, 2024)Anne CallagySocial Security Administration, Program Operations Manual System (POMS), DI 25001.001 Medical and Vocational Quick Reference Guide (Effective July 26, 2024)Anne CallagyPresentation Material1. SSI and SSD: Basic Concepts (PowerPoint Slides)Anne K. Callagy2. SSI Case Development (PowerPoint Slides)Tanya Douglas Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 425732 425732 98 G3114 1:18:08 https://www.pli.edu/programs/social-security-disability/425729?tCode=WTC5_RSS01 Taken from the Web Program Recorded November 19, 2024 in New YorkSocial Security Disability-Based Benefits and Administrative Law Judge Hearings [01:18:36]This presentation will review fundamentals and best practice for Administrative Law Judge (ALJ) hearings. After completing this session, participants will be able to:Understand the Administrative Law Judge (ALJ) hearing processReview the hearing filePrepare the claimant to testifyStrategize for a cross-examination of vocational and medical expertsUnderstand the rules governing representationFocus on best practices for the hearingAnne K. Callagy, Tanya Douglas, Steven GodeskiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vocational Expert’s Testimony (September 2024)Steven GodeskiSocial Security Administration, Emergency Message, EM-24026, Isolated Occupations We Will Not Use to Support a “Not Disabled” Finding at Step Five of the Sequential Evaluation Process (Effective June 22, 2024)Steven GodeskiSocial Security Administration, Emergency Message, EM-24027, Guidance Regarding the Citation of Certain Occupations at Step Five of the Sequential Evaluation Process (Effective June 22, 2024)Steven GodeskiSocial Security Administration, Emergency Message, EM-21065 REV, Guidelines for Using Occupational Information in Electronic Tools (Effective December 5, 2023)Steven GodeskiPresentation Material3. Hearings Before Administrative Law Judges (PowerPoint Slides)Anne K. Callagy, Tanya Douglas, Shandanette Chase4. Vocational ExpertsSteven Godeski Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 425729 425729 98 G3114 1:19:18 https://www.pli.edu/programs/social-security-disability/425726?tCode=WTC5_RSS01 Taken from the Web Program Recorded November 19, 2024 in New YorkSocial Security Disability-Based Benefits: Appeals Council and Federal Court Review [01:31:38]This presentation will address the Appeals Council and Federal Court Review. After completing this session, participants will be able to:Understand what the Appeals Council is and the scope of its reviewFocus on procedural issues before the Appeals CouncilReview possible outcomes from the Appeals CouncilUnderstand Federal court review and the following key issues:Venue/jurisdictionPleadingsFilingPossible outcomesSettlement strategyIdentify typical arguments and best practices for preparing your brief and strategyConsider the possibility of remand and what to do if there is a new hearingReview relief possibilitiesVioleta Arciniega, William T. FlynnThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Ins and Outs of Appeals Council Review (September 2024)Violeta ArciniegaSample Request for Review by the Social Security Administration Appeals Council with Comments in Support of ClaimVioleta ArciniegaSample Request for Review by the Social Security Administration Appeals Council and Request for Audio Recording of Hearing, Exhibit File, and Additional Time to Submit Statement in Support of ClaimVioleta ArciniegaAppeals Council Data Points (September 2024)Violeta ArciniegaSocial Security Appeal to Federal District Court (September 2024)William FlynnPresentation Material5. Social Security Disability Appeals: Appeals Council Review (PowerPoint Slides)Violeta Arciniega6. Social Security Appeals: Appeals to Federal District Court (PowerPoint Slides)William T. Flynn Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 425726 425726 98 G3114 1:31:38 https://www.pli.edu/programs/combining-structured-settlements-msas-and-pooled-special-needs-trusts-preserving-means-tested-government-benefits/422919?tCode=WTC5_RSS01 Estates and trusts Supplemental needs trusts Family law Medicare Supplemental Security Income Faculty will discuss how attorneys can preserve their clients’ means-tested benefits after a settlement or judgment, focusing on when to use a pooled special needs trust for clients with a disability and how to incorporate a structure or Medicare Set-Aside account (MSA). Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 422919 422919 98 G5228 1:33:18 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/424186?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax planning and strategy Taken from the Web Program Recorded October 30 - November 1, 2024 in New YorkOverview of Tax Strategies in M&A [01:09:42]This discussion will focus on the effects of recent legislative proposals, and market developments, on deal structures. After completing this session, participants will be able to:Devise stock and asset sale strategies in light of recent legislative proposalsStructure deals in response to rate changesReact to recent IRS rule and no-rule policies Jessica A. HoughThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Excerpts From: Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations, and Restructurings-2022, General Overview and Strategies in Representing Sellers (July 8, 2022)Louis FreemanPresentation MaterialOverview and Strategies in Representing SellersJessica A. Hough Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 424186 424186 98 G3156 1:11:12 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/424183?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax planning and strategy Taken from the Web Program Recorded October 30 - November 1, 2024 in New YorkSelected Seller and Buyer Issues, Including Negotiating and Drafting Tax Provisions in Acquisition Agreements [01:16:20]This panel will explore the tax issues which should be addressed in acquisition agreements, including key risk allocation issues, indemnification issues, target’s tax elections and representation and warranty insurance. After completing this session, participants will be able to:Identify key risk allocation issuesNegotiate and draft provisions in acquisition agreementsRecommend the appropriate tax insurance, including representation and warranty insuranceKenneth H. Heitner, Kiran SheffrinThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:New Rules—Same Game Impact of Recent Legislation on Acquisition Agreement and Related Due DiligencePhilip Wright,Erika LabelleShifting Tax Risks: Transactional Insurance Trends and RationaleMichael Zucker,Diana DoyleSelected Seller and Buyer Issues, Including Negotiating and Drafting Tax and Tax-Related Provisions in Acquisition Agreements (New York PowerPoint slides)Kiran Sheffrin,Kenneth Heitner,William CavanaghSelected Seller and Buyer Issues, Including Negotiating and Drafting Tax Provisions in Acquisition Agreements (Los Angeles PowerPoint slides)Amie Breslow,Ana O’Brien,Julie DivolaPresentation MaterialSelected Seller and Buyer Issues, Including Negotiating and Drafting Tax and Tax-Related Provisions in Acquisition AgreementsKiran Sheffrin, Kenneth H. Heitner Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 424183 424183 98 G3156 1:17:51 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/424180?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax Tax planning and strategy Taken from the Web Program Recorded October 30 - November 1, 2024 in New YorkStructuring Leveraged Buyouts (“LBOs”) [01:00:59]This session will examine the lifecycle of an LBO transaction. After completing this session, participants will be able to:Distinguish between stepped-up asset basis vs. carryover basis for buyer and single versus double taxation for seller in the context of a taxable asset purchase, stock purchase (with and without Section 338(h)(10) election or Section 336(e) election), or mergerStructure multi-layer debt and equity financingExecute leveraged recapitalizations and other forms of partial or complete exitDeborah L. Paul, Sara B. ZablotneyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Section 338(h)(10)Karen Sowell,Mark Yecies,Shane KiggenSection 336(e) Regulations (July 11, 2014)Donald Bakke,Leila VaughanPresentation MaterialPrivate Equity, Venture Capital and LBOsDeborah L. Paul, Sara B. Zablotney Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 424180 424180 98 G3156 1:02:30 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/424177?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax Tax planning and strategy Taken from the Web Program Recorded October 30 - November 1, 2024 in New YorkCurrent Issues in M&A [01:02:37]This session will examine emerging issues and current trends in M&A transactions, including the corporate alternative minimum tax (“CAMT”) and the share repurchase excise tax, with an additional focus on continuing issues associated with the 2017 Tax Act and Biden Administration developments. After completing this session, participants will be able to:Assess the impact of the CAMT on M&A transactionsStructure M&A transactions taking into account Biden Administration developmentsAnticipate the share repurchase excise tax’s effect on M&A transactionsWilliam D. Alexander, Peter C. Canellos, William Dixon, Katherine H. Zhang [Senior Counsel, Office of the Associate Chief Counsel (Corporate), Branch 5, Internal Revenue Service], Colin D. Campbell, Jr. [Associate Tax Legislative Counsel, Office of Tax Policy, Department of the Treasury]The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Skadden, Alert, Newly Proposed Regulations on Stock Buyback Excise Tax Largely Adopt Approach from Initial IRS Guidance (April 18, 2024)William AlexanderExcise Tax on Repurchase of Stock, 26 CFR Parts 1 and 58, Reg-115710-22William AlexanderRegs Stretch the Buyback Tax (July 15, 2024)Jasper CummingsPresentation MaterialCurrent Issues in M&AWilliam D. Alexander, Colin D. Campbell, Jr., Peter C. Canellos, William Dixon, Katherine H. Zhang Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 424177 424177 98 G3156 1:04:07 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/424171?tCode=WTC5_RSS01 Tax planning and strategy Taken from the Web Program Recorded October 30 - November 1, 2024 in New YorkHow Judicial Doctrines Shape Subchapter C and Transaction Planning [01:15:46]This session will examine significant cases and rulings that have shaped the law and that everyone should understand. After completing this session, participants will be able to:Consult key step transaction authorities that address step integration, circular flows, transitory ownership, transitory entities and their limitationsUnderstand the role of substance over form authorities – resequencing and recharacterizing transaction stepsIdentify the policy considerations driving guidance decisionsEvaluate the role of the economic substance doctrine and recent cases when approaching transaction planningWilliam D. Alexander, Marc A. Countryman, Eric Solomon, Karen Gilbreath SowellThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Application of the Step Transaction Doctrine in the Corporate Setting (August 2024)Eric SolomonPresentation MaterialHow Judicial Doctrines Shape Subchapter C and Transaction PlanningWilliam D. Alexander, Marc A. Countryman, Eric Solomon, Karen Gilbreath Sowell Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 424171 424171 98 G3156 1:17:17 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/424168?tCode=WTC5_RSS01 Corporate tax Mergers and acquisitions Tax Regulation, compliance, and enforcement (Tax) Tax planning and strategy Taken from the Web Program Recorded October 30 - November 1, 2024 in New YorkTax Controversy Issues in M&A Transactions [01:00:39]This session will consider how the ramp-up in IRS enforcement activity may impact transactional planning by examining recent litigated cases and administrative enforcement activities. After completing this session, participates will be able to:Identify issues on the front end of transactional planning that could come under audit scrutiny laterDocument and substantiate key facts and considerations in order to prepare a transaction for auditUnderstand where the IRS is deploying its increased enforcement resourcesAppreciate how courts evaluate transactional planning in litigated casesMichael J. Desmond, David W. FosterThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Litigation Update: Recent Cases Involving Application of Anti-Abuse Rules and Doctrines (Summer 2024)Nicole Butz,Michael Benison,Ty Shockley,Michael DesmondGibson, Dunn & Crutcher, Tax Update Alert, IRS and Treasury Issue Guidance on Related-Party Basis Adjustments (June 17, 2024)Eric Sloan,Michael DesmondPresentation MaterialTax Controversy Issues in M&A TransactionsMichael J. Desmond, David W. Foster Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 424168 424168 98 G3156 1:02:09 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/424165?tCode=WTC5_RSS01 Corporate tax Tax-free acquisitions Mergers and acquisitions Spin-offs Tax planning and strategy Taken from the Web Program Recorded October 30 - November 1, 2024 in New YorkImpact of the Corporate Alternative Minimum Tax (“CAMT”) on M&A Transactions [01:01:57]This panel will explore the CAMT rules and consequences for taxable and tax-free acquisitions and dispositions, including spin-offs. After completing this session, participants will be able to:Identify which corporations may be subject to CAMTUnderstand the calculation of alternative minimum taxable income (“AMTI”) and the differences between financial statement income and AMTIAssess the impact of the CAMT rules on M&A transactionsAdvise regarding key issues addressed or unaddressed by IRS guidanceErin Cleary, Alexander J. Saffi, Lisa M. Zarlenga, William W. Burhop [Senior Technician Reviewer, Office of the Associate Chief Counsel (Corporate), Branch 5, Internal Revenue Service, Colin D. Campbell, Jr. [Associate Tax Legislative Counsel, Office of Tax Policy, Department of the Treasury]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. 1473—Report on Selected Issues Relating to the Corporate Alternative Minimum Tax (March 20, 2023)William D Alexander,Eric Solomon,Karen G SowellAmerican Bar Association Tax Section Report—Comments on Corporate Alternative Minimum Tax Under Section 59(k) (March 20, 2023)William D Alexander,Eric Solomon,Karen G SowellPresentation MaterialImpact of the Corporate Alternative Minimum Tax on M&A TransactionsWilliam W. Burhop, Colin D. Campbell, Jr., Erin Cleary, Alexander J. Saffi, Lisa M. Zarlenga Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 424165 424165 98 G3156 1:03:27 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/424156?tCode=WTC5_RSS01 Corporate tax Tax Tax planning and strategy Taken from the Web Program Recorded October 30 - November 1, 2024 in New YorkTax Strategies for Financially Troubled Businesses and Other Loss Companies [01:01:49]This session will explore the tax planning strategies available to troubled businesses and loss companies. After completing this session, participants will be able to:Identify the ways in which the corporate alternative minimum tax (“CAMT”) limits the availability of net operating losses (“NOLs”)Summarize the impact of the CAMT on cancellation of debt (“COD”) income, bankrupt companies and workouts outside of bankruptcyExplain the three principal areas in which the recourse/nonrecourse distinction arises within the context of workoutsStuart J. Goldring, Linda Z. Swartz, Mark A. Schneider [Associate Chief Counsel (Corporate), Internal Revenue Service], Theron A. West Jr. [Attorney-Advisor, Office of Tax Policy, Department of the Treasury]The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Global Tax-Free Deals: Mergers, Acquisitions and Spins at Home and Abroad (June 1, 2021)Linda SwartzModifying Debt and Its Consequences (July 8, 2024)Stuart Goldring,Chayim NeubortConsolidated Attribute Reduction Regulations (June 20, 2020)Linda Swartz,Stuart GoldringPresentation MaterialNew Developments and Tax Strategies for Financially Troubled Businesses and Other Loss CompaniesStuart J. Goldring, Mark A. Schneider, Linda Z. Swartz, Theron A. West Jr. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 424156 424156 98 G3156 1:03:19 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/424153?tCode=WTC5_RSS01 Corporate tax Tax Tax planning and strategy Taken from the Web Program Recorded October 30 - November 1, 2024 in New YorkUnderstanding and Managing Stock Basis and Earnings And Profits (“E&P”) [01:16:08]This panel will review the evolving law related to stock basis and E&P of U.S. and foreign corporations in light of significant changes made by the 2017 Tax Act, the Inflation Reduction Act of 2022 (“IRA”) and potential further tax reform. After completing this session, participants will be able to:Calculate the value of basis and E&P in a post-IRA, post-2017 Tax Act worldEmploy planning techniques for optimizing attributes and avoiding pitfalls in business transactionsAssess the impact of the corporate alternative minimum tax (“CAMT”) on stock basis and E&P determinationsMarc A. Countryman, Karen Gilbreath Sowell, Gordon E. Warnke, Chadwick P. Rowland [Senior Technical Reviewer, Office of the Associate Chief Counsel (International), Branch 4, Internal Revenue Service]The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Developments, Theories and Themes in Stock Basis (July 11, 2008)Gordon WarnkePresentation MaterialUnderstanding and Managing Stock Basis and E&PMarc A. Countryman, Chadwick P. Rowland, Karen Gilbreath Sowell, Gordon E. Warnke Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 424153 424153 98 G3156 1:18:09 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/424149?tCode=WTC5_RSS01 International tax Cross-border M & A Tax Tax planning and strategy Taken from the Web Program Recorded October 30 - November 1, 2024 in New YorkCross-Border Acquisitions and Divestitures [01:16:57]This panel will explore the key corporate and shareholder tax issues that arise in cross-border acquisitions and divestitures, including the impact of new and changing rules on some of the negotiating dynamics between buyers and sellers. After completing this session, participants will be able to:Structure and negotiate cross border deals in light of the implementation of Pillar 2 and the corporate alternative minimum tax (“CAMT”)Identify planning opportunities when selling the stock of a foreign subsidiary of a U.S. corporationRecognize inversion and Section 367(b) issues in cross-border transactionsJoan C. Arnold, Ronald A. Dabrowski, Nicholas J. DeNovio, Teisha M. Ruggiero [Branch Chief, Office of the Associate Chief Counsel (International), Branch 4, Internal Revenue Service]The purchase price of this Web Program segment includes the following article from the Course Handbook available online:KPMG, Tax News Flash Alert, No. 2024-282, D.C. Circuit: Gain Recognized on Sale of Partnership Interest Attributable to Inventory Not U.S.-Source Income Subject to U.S. Tax; Tax Court Reversed (July 23, 2024)Ronald DabrowskiLoss Limitations as Applied to CFCs (August 2021)Eric Solomon,Amanda VarmaLatham & Watkins, Client Alert, No. 3057, Treasury and IRS Issue Initial Guidance on Stock Buyback Tax and Corporate Minimum Tax (January 20, 2023)Nicholas DeNovioLatham & Watkins, Client Alert, No. 2879, G7 Tax Agreement Marks Significant Step Toward Global Tax Reform (June 11, 2021)Nicholas DeNovioPresentation MaterialCross-Border AcquisitionsJoan C. Arnold, Ronald A. Dabrowski, Nicholas J. DeNovio, Teisha M. Ruggiero Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 424149 424149 98 G3156 1:18:27 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/424146?tCode=WTC5_RSS01 Corporate restructuring Multinational corporations International tax Tax Tax planning and strategy Taken from the Web Program Recorded October 30 - November 1, 2024 in New YorkRestructuring Multinational Groups [01:15:23]This session will discuss cross-border structuring issues and the impact of the global intangible low-taxed income (“GILTI”), foreign-derived intangible income (“FDII”), base erosion anti-abuse tax (“BEAT”), Section 163(j) and anti-hybrid rules, as well as pending legislative and international proposals, the location of third-party and intercompany financing arrangements, tangible and intangible asset ownership, and intercompany service and contract arrangements. After completing this session, participants will be able to:Use GILTI’s multi-step process to determine high-taxed incomeCalculate BEAT liabilityApply Section 163(j) to foreign persons with effectively connected income (“ECI”)Plan for the acquisition and integration of IP into a multinational groupEric B. Sensenbrenner, Wade Sutton, Richard L. Reinhold [Special 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 Incentives and the Foreign Tax Credit in a Pillar 2 World (June 22, 2024)Brian JennCode Sec. 961 Basis in Inbound Nonrecognition Transactions (April 18, 2024)Brian JennCode Sec. 987 Proposed Regulations—A Choose-Your-Own-Adventure Experience (with a Surprise Ending for Some QBUs) (November–December 2023)Brian JennPresentation MaterialRestructuring Multinational GroupsRichard L. Reinhold, Eric B. Sensenbrenner, Wade Sutton Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 424146 424146 98 G3156 1:16:53 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/424140?tCode=WTC5_RSS01 Corporate partnerships Corporate tax Tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded October 30 - November 1, 2024 in New YorkPartnership Alternatives to Corporate M&A [01:02:41]This session will explore the use of partnerships and other passthrough entities in a joint venture or as the acquiring entity in a transaction. After completing this session, participants will be able to:Understand the potential application of the recent IRS basis shifting guidance to acquisitions involving partnershipsPreserve contributing partners’ historic tax positionStructure a transaction using a partnership as the acquisition vehicleEmploy leveraged partnership strategiesExplain the benefits of mixing bowl partnership structuresTodd D. Golub, Stuart L. RosowThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gibson, Dunn & Crutcher, Tax Update Alert, IRS and Treasury Issue Guidance on Related-Party Basis Adjustments (June 17, 2024)Eric Sloan,Michael DesmondRelated Party Basis AdjustmentsStuart RosowPresentation MaterialCorporate Tax Strategies and Techniques Using Partnerships, LLCs and Other Strategic AlliancesTodd D. Golub, Stuart L. Rosow Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 424140 424140 98 G3156 1:04:11 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/424131?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Tax planning and strategy Taken from the Web Program Recorded October 30 - November 1, 2024 in New YorkBalancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Corporate Tax Advisor Should Know [01:00:46]This panel will focus on the various judicial doctrines and ethical issues that arise in the corporate tax planning process. After completing this session, participants will be able to:Identify the ethical rules related to advising clients on corporate transactions, including standards derived from 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 positionsRespond to the IRS in an auditS. Starling Marshall, 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 Corporate Tax Advisor Should KnowWilliam D Alexander,Eric Solomon,Karen G SowellPresentation MaterialBalancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should KnowS. Starling Marshall, Bryan C. Skarlatos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 424131 424131 98 G3156 1:02:16 https://www.pli.edu/programs/tax-strategies-for-corporate-acquisitions-dispositions-spin-offs-joint-ventures-financings-reorganizations--restructurings/424143?tCode=WTC5_RSS01 Private equity Corporate partnerships Tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded October 30 - November 1, 2024 in New YorkPrivate Equity: Buying and Selling Partnerships [01:15:14]This discussion will highlight common issues in passthrough deals that are important to private equity buyers and sellers (as well as their lawyers and accountants). After completing this session, participants will be able to:Structure rollovers, redemptions and leveraged distributionsIdentify the common issues to consider when evaluating a tax receivable agreementUnderstand the structural framework of exit transactions, including UP-C exitsDavid H. Schnabel, Eric B. SloanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Gibson, Dunn & Crutcher, Tax Update Alert, IRS and Treasury Issue Guidance on Related-Party Basis Adjustments (June 17, 2024)Eric Sloan,Michael DesmondRelated Party Basis AdjustmentsStuart RosowPresentation MaterialPrivate Equity: Passthrough DealsDavid H. Schnabel, Eric B. Sloan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 424143 424143 98 G3156 1:16:44 https://www.pli.edu/programs/reps--warranties-and-transactional-insurance/423689?tCode=WTC5_RSS01 Mergers and acquisitions M & A agreements R & W insurance Regulation, compliance, and enforcement (Insurance) Taken from the Web Program Recorded October 25, 2024 in New YorkMergers & Acquisition Reps and Warranties Insurance [01:23:42]This segment will discuss representations and warranties insurance (RWI), including what it covers and how it is structured. After completing this session, participants will be able to:Learn about the different types of representations and warranties insurance policies available, and the specific risks they can help mitigateUnderstand how representations and warranties insurance can benefit buyers, sellers, and other parties involved in M&A transactions and other dealsUnderstand the current underwriting, pricing, retention, and coverage trends for RWIGain insight into current underwriting trends and processes for RWI, including the types of due diligence required and key factors that underwriters consider when evaluating riskUnderstanding claims handling and resolution trends, including the types of claims being asserted and the steps and timing involved in resolving disputesPanel Leader: Joseph EhrlichDavid J. Bartoletti, Joseph Corsello, Angus MarshallThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Property & Casualty—Representations and Warranties Insurance (RWI): The Essentials (2024)Joseph EhrlichEuclid Transactional, Global Representations & Warranties Insurance Claims StudyJay RittbergDavid J. Bartoletti and Ralph Caruso, Taft Stettinius & Hollister LLP, Framework of a Representations & Warranties Insurance PolicyDavid BartolettiPresentation MaterialSegment PowerPoint: Mergers & Acquisition Reps and Warranties InsuranceDavid J. Bartoletti, Joseph Corsello, Joseph Ehrlich, Angus Marshall Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 423689 423689 98 G4850 1:25:42 https://www.pli.edu/programs/reps--warranties-and-transactional-insurance/423686?tCode=WTC5_RSS01 Due diligence (Mergers and acquisitions) Insurance Regulation, compliance, and enforcement (Insurance) Tax Regulation, compliance, and enforcement (Tax) Taken from the Web Program Recorded October 25, 2024 in New YorkManaging Tax Liabilities in Corporate Transactions [01:00:39]This segment will cover the different types of tax insurance policies available, including those covering tax risks associated with mergers and acquisitions, cross-border transactions, and other types of dealsAfter completing this session, participants will be able to:Assess tax insurance market updatesLearn the basics of tax insurance, including what it covers and how it is structured.Understand the current underwriting, pricing, retention, and coverage trends of tax insurance.Explore the role of tax insurance in the due diligence process, and how it can help identify and manage tax risks in a deal.Understand the potential impact of tax reform and other regulatory changes on the market for tax insurance.Panel Leader: Yonatan TammamBill Kellogg, Jeffrey S. KorenblattThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:David J. Bartoletti and Ralph Caruso, Taft Stettinius & Hollister LLP, Framework of a Representations & Warranties Insurance PolicyDavid BartolettiPresentation MaterialSegment PowerPoint: Managing Tax Liabilities in Corporate TransactionsBill Kellogg, Jeffrey S. Korenblatt, Yonatan Tammam Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 423686 423686 98 G4850 1:02:09 https://www.pli.edu/programs/legal-writing-for-paralegals-writing-with-a-purpose/425741?tCode=WTC5_RSS01 Taken from the Web Program Recorded October 18, 2024 in New YorkLegal Writing for Paralegals: Writing with a Purpose [01:04:23]This program will provide paralegals and other legal professionals with tools to enhance legal writing skills and deliver effective written communication for their audience.After completing this session, participants will be able to:• Deliver cost-effective legal services• How to showcase your value by providing a superior work product• Use examples for substantive legal writing assignments• Discover opportunities for advancement Presentation MaterialLegal Writing for Paralegals: Writing With a PurposeLuci Morgan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 425741 425741 98 G5296 1:04:23 https://www.pli.edu/programs/practicing-law-in-the-u.s.-space-industry/419408?tCode=WTC5_RSS01 Corporate contracts Government contracts International trade Aviation law Technology Taken from the Web Program Recorded September 12, 2024 in New YorkPracticing Law in the U.S. Space Industry [01:01:30]Presentation MaterialPracticing Law in the U.S. Space IndustryAmna Arshad, Idris Motiwala Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 419408 419408 98 G5225 1:02:12 https://www.pli.edu/programs/introduction-to-the-sec-examination-process-what-paralegals-and-attorneys-need-to-know/424726?tCode=WTC5_RSS01 Taken from the Web Program Recorded October 10, 2024 in New YorkIntroduction to the SEC Examination Process: What Paralegals and Attorneys Need to Know [01:02:25]Attorneys and paralegals will gain a deeper understanding of the SEC examination process so that they are better prepared to counsel their clients during examinations.  After completing this session, participants will be able to: How to navigate an SEC exam; What it means to be a fiduciary, and associated expectations by the SEC;  What to expect during the SEC interview process; and How to ensure your firm is best positioned to survive an exam.  Presentation MaterialIntroduction to the SEC Examination Process: What Paralegals and Attorneys Need to KnowBridget Brassil, Vanessa Sasson Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 424726 424726 98 G5290 1:02:25 https://www.pli.edu/programs/whats-durable-skills-got-to-do-with-it-professionalism-and-ethics-embracing-diversity-equity-and-inclusion/423392?tCode=WTC5_RSS01 Mental health Diversity, inclusion, and elimination of bias in law practice Taken from the Web Program Recorded October 9, 2024 in New YorkWhat’s Durable Skills Got to Do With It? Embracing Diversity, Equity & Inclusion (DEI) in the Legal Profession [00:59:58]This program will provide attorneys, paralegals, and other legal professionals with insights into critical issues affecting the legal profession today and the impacts of diversity, equity and inclusion on issues such as fair trials, equity, and access to justice, to mental health, professionalism, and community support. After completing this session, participants will be able to: Better identify the intersection of diversity, equity and inclusion and critical issues in the legal profession today Understand opportunities to develop durable skills  Gain insight into the impacts of diversity, equity and inclusion for all stakeholders Presentation MaterialWhat’s Durable Skills Got to Do With It? Embracing Diversity, Equity & Inclusion (DEI) in the Legal ProfessionKristine Custodio Suero, ACP, Kelli L. Radnothy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 423392 423392 98 G5282 0:59:58 https://www.pli.edu/programs/lawyering-from-a-trauma-informed-perspective/421782?tCode=WTC5_RSS01 Indigent and low-income individuals Public interest law and pro bono Practice skills (Public interest law and pro bono) Professional development Attorney-client relations Taken from the Web Program Recorded October 8, 2024 in New YorkTrauma-Informed Lawyering: Best Practices for Interacting With the Client [01:35:01]This presentation will provide an overview of trauma-informing best practices. After completing this session, participants will be able to:Understand how manifestations of trauma can affect client interactionsIdentify best practices for building trust and for preparing for client interviews and meetingsExamine best practices for discussing sensitive topics and developing strategies for the case when clients are not able to discuss critical factsReview best practices for ongoing communications and maintaining a strong and trusting relationshipConsider best practices if the advocate and client use different languagesFocus on closing the privilege gap between counsel and client.Panel Leader: Nicole FidlerSpeakers: Jessica-Wind Abolafia, Nefertiti J. Alexaner, Rachel Goldsmith, LCSW-RThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Public Interest Pro Bono Association (PIPBA), Working with Survivors of Abuse: A Trauma Informed Approach (2019)Jessica-Wind Abolafia,Nicole Fidler,Nefertiti Alexander,Rachel GoldsmithSanctuary for Families, Tips for Interpreting for Survivors of Domestic Violence, Sex Trafficking, and Related Forms of Gender-Based ViolenceJessica-Wind Abolafia,Nicole Fidler,Nefertiti Alexander,Rachel GoldsmithAnn E. Webb, Ph.D., JD, LCSW, Robin E. Gearing, Ph.D., and Hope W. Baker, MSW, Trauma-Informed Lawyering in the Asylum Process: Engagement and Practice in Immigration Law, Journal of Mental Health and Social Behavior, 4(2):171 (November 2022), available at: https://doi.org/10.33790/jmhsb1100171Jessica-Wind Abolafia,Nicole Fidler,Nefertiti Alexander,Rachel GoldsmithPeople v. Abdur-Razzaq, 77 N.Y.S.3d 842 (N.Y. Bronx Cnty. 2018)Jessica-Wind Abolafia,Nicole Fidler,Nefertiti Alexander,Rachel GoldsmithSelect Resources—Trauma-Informed Lawyering: Best Practices for Interacting with the ClientJessica-Wind Abolafia,Nicole Fidler,Nefertiti Alexander,Rachel GoldsmithPresentation Material1. Trauma-Informed Lawyering: Best Practices for Interacting with the Client (PowerPoint Slides)Jessica-Wind P. Abolafia, Nefertiti J. Alexander, Nicole Fidler, Rachel Goldsmith Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 421782 421782 98 G4557 1:35:01 https://www.pli.edu/programs/lawyering-from-a-trauma-informed-perspective/421780?tCode=WTC5_RSS01 Indigent and low-income individuals Public interest law and pro bono Practice skills (Public interest law and pro bono) Professional development Attorney wellness Taken from the Web Program Recorded October 8, 2024 in New YorkVicarious Trauma and Service Provider Wellness [01:46:40]This presentation will address vicarious trauma and service provider wellness. After completing this session, participants will be able to:Recognize vicarious trauma or secondary traumaUnderstand consequences such as burnout and compassion fatigueConsider service provider wellness from an organizational, peer, and self-aware perspectiveFocus on vicarious resilience, setting boundaries, and redefining successPanel Leader: Hamra AhmadSpeakers: Cristian Eduardo, Eamon P. Joyce, Dr. Shobana Powell, DSW, LCSW, Susanna SaulThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Vicarious Trauma, Vicarious Resilience, & Systemic Oppression: The Responsibility of Organizations & Movements to Trauma Workers (July 27, 2022)Shobana PowellHannah C. Cartwright, et al., Vicarious Trauma and Ethical Obligations for Attorneys Representing Immigrant Clients: A Call to Build Resilience Among the Immigration Bar, AILA Law Journal, Vol. 2, No. 1 (April 2020)Susanna SaulSelect Resources—Vicarious Trauma and Service Provider WellnessEamon Joyce,Susanna SaulPresentation Material2. Vicarious Trauma and Service Provider Wellness (PowerPoint Slides)Hamra Ahmad, Cristian Eduardo, Eamon P. Joyce, Dr. Shobana Powell, DSW, LCSW, Susanna Saul Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 421780 421780 98 G4557 1:47:23 https://www.pli.edu/programs/the-roles-attorneys-and-paralegals-play-in-the-registration-process-for-a-registered-investment-adviser/421306?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 25, 2024 in New YorkThe Roles Attorneys and Paralegals Play in the Registration Process for a Registered Investment Adviser ? [01:01:42]Attorneys and paralegals will understand on a basic level, the regulatory and compliance foundation for investment advisers seeking to register with the SEC.After completing this session, participants will be able to:                          Have a general understanding of the core filing used to register an investment adviser with the SEC  Understand the ongoing compliance requirements of registered investment advisers pursuant to the Investment Advisers Act of 1940  Presentation MaterialThe Roles Attorneys and Paralegals Play in the Registration Process for a Registered Investment AdviserAnnekka Chao, Danielle Tuluca Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 421306 421306 98 G5258 1:01:42 https://www.pli.edu/programs/selecting-concepts-in-drafting-contracts/420371?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 24, 2024 in New YorkDrafting Contracts 3: Select Concepts, Including Formulas, Attachments, Ambiguities and Contract Interpretation [01:32:19]Participants will leave this program with a greater understanding of the importance of contract drafting principles as applied to the following: Basic and intermediate drafting concernsFormulas Attachments to contracts Ambiguities relating to modifiersContract interpretation principles Presentation MaterialCourse Handbook - Select Concepts in Drafting Contracts 2024Vincent R. MartoranaDrafting Contracts 3: Select Concepts, Including Formulas, Attachments, Ambiguities and Contract InterpretationVincent R. MartoranaPowerPoint - Select Concepts in Drafting Contracts 2024: Analyzing Ambiguities and Contract BoilerplateVincent R. Martorana Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 420371 420371 98 G4897 1:33:01 https://www.pli.edu/programs/selecting-concepts-in-drafting-contracts/420368?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 24, 2024 in New YorkDrafting Contracts 4: Select Concepts Relating to Contract Boilerplate [01:30:48]Participants will leave this program with a greater understanding of the importance of contract drafting principles as applied to the following: Parties, beneficiaries, and obligees (assignment and delegation, successors and assigns, third-party beneficiaries) Interpretation of a contract (amendments, waivers, merger/integration clauses, captions/headings) Enforcement of a contract (severability, governing law, forum selection, waiver of jury trial, remedies) Other common terms (force majeure, further assurances, transaction costs, notices, counterparts) Presentation MaterialCourse Handbook - Select Concepts in Drafting Contracts 2024Vincent R. MartoranaDrafting Contracts 4: Select Concepts Relating to Contract BoilerplateVincent R. Martorana Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 420368 420368 98 G4897 1:31:30 https://www.pli.edu/programs/managing-legal-assignments---litigation-work/423076?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 24, 2024 in New YorkManaging Legal Assignments - Litigation Work [01:01:31] Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 423076 423076 98 G5275 1:02:13 https://www.pli.edu/programs/managing-legal-assignments---ethics-and-civility/423072?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 24, 2024 in New YorkManaging Legal Assignments - Ethics and Civility [01:03:44]Presentation MaterialCivilityToolboxPart 1200 Rules of Professional Conduct Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 423072 423072 98 G5274 1:03:44 https://www.pli.edu/programs/managing-legal-assignments---delegation-and-oversight/423069?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 24, 2024 in New YorkManaging Legal Assignments - Delegation and Oversight [01:01:55]Presentation MaterialChapter 8. The Right Way to Win with Litigation ManagementCivility ToolboxPart 1200 Rules of Conduct Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 423069 423069 98 G5273 1:01:55 https://www.pli.edu/programs/prompt-engineering-shaking-hands-with-generative-ai/418242?tCode=WTC5_RSS01 Intellectual property Legal technology Technology in law practice Technology Generative AI Taken from the Web Program Recorded August 14, 2024 in New YorkPrompt Engineering: Shaking Hands With Generative AI [01:03:11]Presentation MaterialAdditional ResourcesProfessor Heidi K. BrownPrompt Engineering: Shaking Hands With Generative AIProfessor Heidi K. Brown Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 418242 418242 98 G5207 1:03:53 https://www.pli.edu/programs/introduction-to-private-funds-structure-applicable-law-service-providers-and-applicable-standards-of-conduct/423058?tCode=WTC5_RSS01 Taken from the Web Program Recorded September 11, 2024 in New YorkIntroduction to Private Funds: Structure, Applicable Law, Service Providers, and Applicable Standards of Conduct [01:03:46]Presentation MaterialIntroduction to Private Funds: Structure, Applicable Law, Service Providers, and Applicable Standards of ConductHannah Katz, Jim Leahy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 423058 423058 98 G5251 1:03:46 https://www.pli.edu/programs/ephemeral-messaging--what-businesses-boards-and-their-lawyers-need-to-know/417842?tCode=WTC5_RSS01 Antitrust Cybersecurity and data protection Litigation holds Motions to compel Regulation, compliance, and enforcement (Technology) Taken from the Web Program Recorded August 1, 2024 in New YorkEphemeral Messaging: What Businesses, Boards, and Their Lawyers Need to Know [01:01:50]Presentation MaterialEphemeral Messaging: What Businesses, Boards, and Their Lawyers Need to KnowLeeza Garber, Gail L. Gottehrer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 417842 417842 98 G5197 1:02:32 https://www.pli.edu/programs/special-education-law-bootcamp-for-paralegals/419897?tCode=WTC5_RSS01 Education Special education Disabled children Public interest law and pro bono Taken from the Web Program Recorded August 27, 2024 in New YorkSpecial Education Law Bootcamp for Lawyers & Paralegals [01:14:14]Understanding the laws governing the education of students with disabilities can be daunting for schools and parents alike.  This seminar will walk you through an overview of the different laws, including the differences amongst them, and why different laws apply to different students, and how students with disabilities may or may not be “eligible” under each law.  After completing this session, participants will be able to:                         Understand obligations of schools to serve students with disabilities Inform clients that schools have obligations to serve students with disabilities, and where and how clients can find resources to help them navigate the education system Know the acronyms common to special education law, lawyers and schools Paralegals at school law / education law firms, will become more familiar with the laws that are applicable, the differences among the different laws, and the different avenues for dispute resolution  Intake personnel will, understand the legal issue(s) for which the potential new client is calling, for example, compensatory services, monetary damages, or personal injury compensation Presentation MaterialSpecial Education Law Bootcamp for Lawyers & ParalegalsHope N. Kirsch Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 419897 419897 98 G5211 1:14:14 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/418138?tCode=WTC5_RSS01 Consumer finance Auto loans Consumer protection Litigation Public interest law and pro bono Taken from the Web Program Recorded August 9, 2024 in San FranciscoA Primer on Automobile Fraud [01:00:41]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 actsCFE Field of Study: Fraud IAPP Privacy credit for Privacy ProfessionalsRonald L. Burdge, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:A Primer on Automobile Sales Fraud in 2024Ronald BurdgeA Primer on Automobile Fraud on the Lot and Off (PowerPoint slides)Ronald BurdgePresentation MaterialA Primer on Automobile Fraud On the Lot and Off (PowerPoint Slides)Ronald L. Burdge, Esq. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 418138 418138 98 G3184 1:00:41 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/418135?tCode=WTC5_RSS01 Student loans Consumer protection Higher education Litigation Public interest law and pro bono Taken from the Web Program Recorded August 9, 2024 in San FranciscoRepresenting the Student Loan Borrower [01:00:05]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:Attestation in Support of Request for Stipulation Conceding Dischargeability of Student Loans—Fillable Form (August 2023)Joshua CohenPresentation MaterialStudent Loans (PowerPoint Slides)Joshua R.I. Cohen, Esq. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 418135 418135 98 G3184 1:00:05 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/418132?tCode=WTC5_RSS01 Banking and finance Consumer finance Consumer protection Litigation Public interest law and pro bono Taken from the Web Program Recorded August 9, 2024 in San FranciscoOverview of State and Federal Restraints on Debt Collection [01:01:56]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 claimsYongmoon Kim, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Taming the Collection Tempest: A Primer on Federal and State Restraints on Consumer Debt Collection (2024)Robert MurphyPresentation MaterialOverview of State and Federal Restraints on Debt Collection (PowerPoint Slides)Yongmoon Kim, Esq. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 418132 418132 98 G3184 1:01:56 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/418126?tCode=WTC5_RSS01 Mortgage loans Consumer protection Litigation Public interest law and pro bono Real estate Taken from the Web Program Recorded August 9, 2024 in San FranciscoMortgage Servicer Litigation [01:01:03]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 settlementMelissa A. Huelsman, Esq., Stacey Tutt, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Morgan v. Caliber Home Loans, Inc., No. 20-1745 (4th Cir. 2022)Melissa Huelsman,Stacey TuttMemorandum Opinion, Akkus v. Rocket Mortgage, LLC, Civil Action No. GLR-22-2933 (D. Md. 2024)Melissa Huelsman,Stacey TuttBrief of Amici Curiae Consumer Financial Protection Bureau and Federal Trade Commission in Support of Plaintiffs-Appellees, Glover v. Ocwen Loan Servicing, LLC, No. 23-12578, 23-12579 (11th Cir. 2024)Melissa Huelsman,Stacey TuttNaimoli v. Ocwen Loan Serving, LLC, No. 6:18-CV-06180 EAW, 2020 WL 2059780 (W.D.N.Y. Apr. 29, 2020)Melissa Huelsman,Stacey TuttMemorandum Opinion, Robinson v. Nationstar Mortgage LLC, Civil Action No. TDC-14-3667, 2019 WL 4261696 (D. Md. Sept. 9, 2019)Melissa Huelsman,Stacey TuttPresentation MaterialMortgage Servicing Litigation Post-COVID (PowerPoint Slides)Melissa A. Huelsman, Esq., Stacey Tutt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 418126 418126 98 G3184 1:01:03 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/418129?tCode=WTC5_RSS01 Consumer finance Consumer protection Employment and labor Litigation Public interest law and pro bono Taken from the Web Program Recorded August 9, 2024 in San FranciscoIntroduction to Fair Credit Reporting Act [01:01:30]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 a FCRA claimHandle disputes involving employment background reportsSeek remedies under the FCRA for willful and negligent violationsCFE Field of Study: FraudIAPP Privacy credit for Privacy Professionals  Emily Connor Kennedy, Esq., Susan M. Rotkis, 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. (May 13, 2024)Emily Kennedy,Susan RotkisIntroduction to Fair Credit Reporting Act (May 13, 2024) (PowerPoint slides)Emily Kennedy,Susan RotkisPresentation MaterialOverview of the Fair Credit Reporting Act (PowerPoint Slides)Emily Connor Kennedy, Esq., Susan M. Rotkis, Esq. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 418129 418129 98 G3184 1:01:30 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/418123?tCode=WTC5_RSS01 Consumer protection Litigation Public interest law and pro bono Professional development Pro bono relations and opportunities Taken from the Web Program Recorded August 9, 2024 in San FranciscoPartnerships Between Legal Services and the Private Bar [00:31:08]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 litigationAdam Thoresen, 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 OutlineAdam ThoresenPublic-Private Partnerships in the Legal Field (PowerPoint slides)Adam ThoresenPresentation MaterialPublic-Private Partnerships in the Legal Field (PowerPoint Slides)Adam Thoresen, Esq. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 418123 418123 98 G3184 0:31:08 https://www.pli.edu/programs/representing-the-pro-bono-client-consumer-law-basics/418120?tCode=WTC5_RSS01 Consumer finance Credit cards Consumer protection Litigation Public interest law and pro bono Taken from the Web Program Recorded August 9, 2024 in San FranciscoRepresenting the Unsecured Debtor [01:02:43]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 deficienciesAdam Thoresen, Esq., Daniel J. Vedra, Esq.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Debt Defense ChecklistAdam ThoresenSample Answer—Original Creditor Credit CardAdam Thoresen,Daniel VedraSample Request for Admissions—ID Theft Wrong AddressAdam Thoresen,Daniel VedraRepresenting the Unsecured Debtor: Debt Defense and Affirmative Claims (May 24, 2024) (PowerPoint slides)Adam Thoresen,Daniel VedraPresentation MaterialRepresenting the Unsecured Debtor (PowerPoint Slides)Adam Thoresen, Esq., Daniel J. Vedra, Esq. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 418120 418120 98 G3184 1:02:43 https://www.pli.edu/programs/select-concepts-in-drafting-contracts-analyzing-ambiguities-and-contract-boilerplate/417648?tCode=WTC5_RSS01 Corporate contracts Professional development Legal writing, drafting, and negotiation Contract drafting and negotiation Taken from the Web Program Recorded July 30, 2024 in New YorkContract Drafting 2: Building on the Basics [01:42:20]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 MaterialPowerPoint - Fundamental Concepts in Drafting Contracts 2024Supplemental Outline - Fundamental Concepts in Drafting Contracts 2024 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 417648 417648 98 G3706 1:43:02 https://www.pli.edu/programs/select-concepts-in-drafting-contracts-analyzing-ambiguities-and-contract-boilerplate/417651?tCode=WTC5_RSS01 Corporate contracts Professional development Legal writing, drafting, and negotiation Contract drafting and negotiation Taken from the Web Program Recorded July 30, 2024 in New YorkContract Drafting 1: The Basics [01:31:29]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 MaterialPowerPoint - Fundamental Concepts in Drafting Contracts 2024Vincent R. MartoranaPowerPoint - Fundamental Concepts in Drafting Contracts 2024Vincent R. MartoranaSupplemental Outline - Fundamental Concepts in Drafting Contracts 2024Vincent R. Martorana Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 417651 417651 98 G3706 1:32:11 https://www.pli.edu/programs/mindfulness-for-legal-professionals-mindfulness-of-the-body/418351?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 26, 2024 in New YorkMindfulness for Legal Professionals: Mindfulness of the Body [01:03:04]This presentation will discuss how body awareness is essential to mindfulness along with physical and mental health. After completing this session, participants will be able to: Learn why practices that cultivate body awareness offer unique benefits for stress management, personal development, and physical and mental health.Identify risk factors for body-based mindfulness practices and learn ways to safely start and maintain a meditation practice.Explore the body scan meditation technique and identify ways to modify the practice to suit your needs or particular contexts.Develop strategies for building a consistent mindfulness practice that supports the life and work of a legal professional.Claire E. Parsons Presentation MaterialMindfulness for Legal Professionals: Mindfulness of the BodyClaire E. Parsons Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 418351 418351 98 G5222 1:03:04 https://www.pli.edu/programs/mindfulness-for-legal-professionals-mindfulness-of-thoughts/418348?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 26, 2024 in New YorkMindfulness for Legal Professionals: Mindfulness of Thoughts [01:10:45]Breath focus practice is what most commonly comes to mind when people think of meditation or mindfulness practice.  In this session, you will learn why breath focus is a uniquely significant element in mind-body awareness and physical and mental health. After completing participants will be able to: Understand what mindfulness is and what it is not. Learn why mindfulness practices, especially those relating to the breath, offer benefits for stress management, personal development, and physical and mental health. Identify risk factors for mindfulness practice and learn ways to safely start and maintain a meditation practice.  Explore breath focus techniques, including ways to modify practice to suit your needs.  Develop strategies for building a consistent mindfulness practice that supports your life and work as a legal professional. Claire E. Parsons  Presentation MaterialMindfulness for Legal Professionals: Mindfulness of ThoughtsClaire E. Parsons Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 418348 418348 98 G5220 1:10:45 https://www.pli.edu/programs/mindfulness-for-legal-professionals-mindfulness-of-emotions/418365?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 26, 2024 in New YorkMindfulness for Legal Professionals: Mindfulness of Emotions [01:02:46]This presentation will discuss how body awareness is essential to mindfulness along with physical and mental health. After completing this session, participants will be able to: Understand that emotional awareness is an essential part of mindfulness and physical and mental health. Learn why practices that cultivate emotional awareness and compassion offer unique benefits for stress management, personal development, and physical and mental health. Identify risk factors for mindfulness practices relating to emotions and learn ways to safely start and maintain a meditation practice.  Explore the loving-kindness meditation technique and identify ways to modify the practice to suit your needs or particular contexts. Develop strategies for building a consistent mindfulness and compassion practice that supports the life and work of a legal professional. Claire E. Parsons  Presentation MaterialMindfulness for Legal Professionals: Mindfulness of EmotionsClaire E. Parsons Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 418365 418365 98 G5221 1:02:46 https://www.pli.edu/programs/the-civility-series-civility-in-negotiations-and-mediations/418542?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 26, 2024 in San FranciscoThe Civility Series: Civility in Negotiations and Mediations [01:01:05]After completing this session, participants will be able to: Understand the importance of civility in legal negotiations and mediations. Understand the crucial relationship between civility and bias.Learn how to maintain civility when faced with incivility. Explore best practices for fostering inclusion and professionalism.Shirish Gupta, Kavya MohankumarPresentation MaterialBeyond the Oath: Recommendations for Improving CivilityShirish Gupta, Kavya Mohankumar Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 418542 418542 98 G5166 1:01:26 https://www.pli.edu/programs/the-civility-series-how-to-distinguish-between-ardent-advocacy-and-incivility-in-the-legal-profession/418471?tCode=WTC5_RSS01 Ethics and professional responsibility Diversity, inclusion, and elimination of bias Practice skills (Ethics and professional responsibility) Professional conduct Professional development Taken from the Web Program Recorded July 26, 2024 in San FranciscoThe Civility Series: How to Distinguish Between Zealous Advocacy and Incivility in the Legal Profession [01:00:39]After completing this session, participants will be able to:Understand the reasoning behind California’s new Civility CLE requirement for attorneys Review case law and hypotheticals that cover incivility in the legal professionLearn best practices when dealing with incivility due to implicit or explicit bias Understand how to recognize and prevent common instances of incivility Explore best practices for fostering inclusion and professionalism to further civility in the legal professionJacqueline M. Simonovich, Mark L. TuftPresentation MaterialProgram Syllabus - Resource List and HypotheticalsJacqueline M. Simonovich, Mark L. TuftCalifornia Lawyers Association and California Judges Association, Beyond the Oath: Recommendations for Improving Civility - Initial Report of the California Civility Task Force (Sept 2021)Jacqueline M. Simonovich, Mark L. Tuft Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 418471 418471 98 G5202 1:00:39 https://www.pli.edu/programs/basics-of-international-taxation/417246?tCode=WTC5_RSS01 Foreign corporations International tax Tax Tax planning and strategy Taken from the Web Program Recorded July 23 - 24, 2024 in New YorkTaxation of Foreign Income: Non-CFCs [01:09:51]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: Recognize 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 PFICsEnrica Ma, Richard Williams, Larry R. Pounders, Jr.The purchase price of this Web Program segment includes the following article from the Course Handbook available online:EY Alert, No. 2022-1764, Proposed Foreign Tax Credit Regulations Offer Relief from Cost Recovery and Source-Based Attribution Rules and Include Other Key Changes (November 25, 2022)Enrica MaPresentation MaterialTaxation of Foreign Income: Non-CFCsEnrica Ma, Larry R. Pounders, Richard Williams Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 417246 417246 98 G3155 1:12:03 https://www.pli.edu/programs/basics-of-international-taxation/417231?tCode=WTC5_RSS01 International tax Inbound investment Foreign direct investment Tax Taken from the Web Program Recorded July 23 - 24, 2024 in New YorkTax Concerns of Foreign Persons Investing in the United States - Active Investments [01:31:22]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 ZhouThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Pressing Cross-Border Tax Issues Affecting U.S. Investments—Part 1Logan 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 417231 417231 98 G3155 1:34:04 https://www.pli.edu/programs/basics-of-international-taxation/417234?tCode=WTC5_RSS01 Foreign corporations International tax Tax planning and strategy Taken from the Web Program Recorded July 23 - 24, 2024 in New YorkRepatriating Earnings from a Foreign Corporation [01:09:26]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 nimble dividends and dividends received by CFCsDiscuss recent guidance regarding the importation of Section 961(c) basis as a result of inbound transactionsUnderstand the treatment of CFC distributions for purposes of the Corporate Alternative Minimum Tax ("CAMT")Elizabeth Sani Nelson*, Gary Scanlon, Elena M. Madaj*participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Repatriation Post-TCJA (April 30, 2024)Elizabeth Nelson,Gary ScanlonPresentation MaterialRepatriation Post-TCJAElena M. Madaj, Elizabeth Sani Nelson, Gary Scanlon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 417234 417234 98 G3155 1:11:38 https://www.pli.edu/programs/basics-of-international-taxation/417237?tCode=WTC5_RSS01 International tax Tax Tax planning and strategy Taken from the Web Program Recorded July 23 - 24, 2024 in New YorkSource of Income, and Allocation and Apportionment of Expenses [01:00:53]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 expensesCaren S. Shein, Amanda Pedvin Varma, Jeffrey P. CowanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Limitation on Benefits: The U.S.-Croatia Tax Treaty and Potential Changes AheadAmanda VarmaPresentation MaterialSourcing of Income and ExpensesJeffrey P. Cowan, Amanda Pedvin Varma, Caren S. Shein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 417237 417237 98 G3155 1:03:05 https://www.pli.edu/programs/basics-of-international-taxation/417228?tCode=WTC5_RSS01 International tax International investment and securities Inbound investment Tax Taken from the Web Program Recorded July 23 - 24, 2024 in New YorkTax Concerns of Foreign Persons Investing in the United States - Funds and Passive Investments [01:15:22]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, Janicelynn A. Park, Ryan M. ConneryThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Proskauer Tax Talks: Final Regulations on Domestically Controlled REITs (May 10, 2024)Rita Halabi,Janicelynn Park,Richard Corn,Robert Friedman,Muhyung Lee,Amanda Nussbaum,David Miller,Jean BertrandPresentation MaterialForeign Persons Investing in the United States (Inbound Investments)Michele J. Alexander, Ryan M. Connery, Janicelynn A. Park Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 417228 417228 98 G3155 1:18:04 https://www.pli.edu/programs/basics-of-international-taxation/417225?tCode=WTC5_RSS01 Corporate tax International tax Tax planning and strategy Taken from the Web Program Recorded July 23 - 24, 2024 in New YorkTransfer Pricing [01:16:20]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 complianceJohn P. Warner, Steven C. Wrappe, Michelle L. NgThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Fundamentals of U.S. Transfer Pricing (April 29, 2024)Steven WrappeThe Intersection of Section 482 and Other Anti-Abuse and International Tax Provisions (May 6, 2024)John WarnerPresentation MaterialU.S. Transfer Pricing OverviewMichelle L. Ng, 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 417225 417225 98 G3155 1:19:02 https://www.pli.edu/programs/basics-of-international-taxation/417222?tCode=WTC5_RSS01 International tax Tax treaties Tax Taken from the Web Program Recorded July 23 - 24, 2024 in New YorkTax Treaties and Dispute Resolution [01:13:44]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 treatiesEmploy best practices to avoid cross-border disputesNavigate the competent authority processElizabeth J. Stevens, Allison K. Baker, Elizabeth A. ZaitzeffThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Overview of U.S. Tax Treaties (April 15, 2024)John HarringtonThe Mutual Agreement Procedure: A RoadMAP (April 20, 2024)Elizabeth StevensPresentation MaterialTax Treaties and Dispute ResolutionAllison K. Baker, Elizabeth J. Stevens, Elizabeth A. Zaitzeff Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 417222 417222 98 G3155 1:15:56 https://www.pli.edu/programs/basics-of-international-taxation/417243?tCode=WTC5_RSS01 International tax Outbound investment Tax Tax planning and strategy Taken from the Web Program Recorded July 23 - 24, 2024 in New YorkConsiderations in Structuring Outbound Investments by U.S. Persons [01:00:28]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 rulesCorey M. Goodman, Bradford E. LaBonte, Brittany N. DobiThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Proposed Regulations Would Conform Subpart F High-Tax Exception to GILTI High-Tax Exception (August 5, 2020)Bradford LaBontePresentation MaterialConsiderations in Structuring Outbound Investments by U.S. PersonsBrittany N. Dobi, 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 417243 417243 98 G3155 1:02:40 https://www.pli.edu/programs/basics-of-international-taxation/417219?tCode=WTC5_RSS01 International tax Foreign tax credits Tax planning and strategy Taken from the Web Program Recorded July 23 - 24, 2024 in New YorkForeign Tax Credit (“FTC”) Issues [01:16:05]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 rulesKevin J. Brogan, John L. Harrington, Moshe A. DlottThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Creditability of Foreign Taxes (April 15, 2024)John HarringtonPresentation MaterialForeign Tax Credit IssuesKevin J. Brogan, Moshe A. Dlott, John L. Harrington Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 417219 417219 98 G3155 1:19:17 https://www.pli.edu/programs/basics-of-international-taxation/417249?tCode=WTC5_RSS01 Foreign corporations International tax Tax Tax planning and strategy Taken from the Web Program Recorded July 23 - 24, 2024 in New YorkTaxation of Foreign Income: U.S. Shareholders in Controlled Foreign Corporations (“CFCs”) [01:12:35]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 CFC Evaluate the global intangible low-taxed income (“GILTI”) and Subpart F regimesSummarize the downward attribution rules as applied to CFCsJohn D. Bates, Aliza Slansky, Kirk Bennett JohnsonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Deloitte Tax Alert, Notice 2023-80 Lays Out Interaction of Pillar Two and Foreign Tax CreditsJohn BatesPresentation MaterialEarning Income Through a Foreign CorporationJohn D. Bates, Kirk Bennett Johnson, Aliza Slansky Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 417249 417249 98 G3155 1:14:47 https://www.pli.edu/programs/basics-of-international-taxation/417240?tCode=WTC5_RSS01 Corporate tax International tax Tax Taken from the Web Program Recorded July 23 - 24, 2024 in New YorkCompliance with Minimum Taxes [01:00:12]The United States recently 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 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 the new corporate alternative minimum tax on companies with international operationsUnderstand the interaction of GILTI with the OECD’s Pillar Two ProposalsDetermine reporting responsibilities for corporationsAmy K. Chapman, Andrew T. Davis, Pierce W. PandolphThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Corporate Alternative Minimum Tax (Updated May 6, 2024)Andrew Davis,Amy Chapman,Shane KiggenPresentation MaterialCompliance with Minimum TaxesAmy K. Chapman, Andrew T. Davis, Pierce W. Pandolph Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 417240 417240 98 G3155 1:02:24 https://www.pli.edu/programs/hot-topics-in-cybersecurity--shadow-ai/410505?tCode=WTC5_RSS01 Cybersecurity and data protection Information privacy (Cybersecurity and data protection) Technology Artificial intelligence Generative AI Taken from the Web Program Recorded June 7, 2024 in New YorkHot Topics in Cybersecurity: Shadow AI [01:02:27]Presentation MaterialHot Topics in Cybersecurity: Shadow AILeeza Garber, Gail L. Gottehrer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 410505 410505 98 G5077 1:03:09 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/416506?tCode=WTC5_RSS01 Health care Post-traumatic stress disorder Veterans' health Litigation Veterans (Public interest law and pro bono) Taken from the Web Program Recorded July 18, 2024 in San FranciscoIntroduction to Post-Traumatic Stress Disorder – Understanding PTSD to Improve Legal Advocacy [01:06:11]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.John R. McQuaid, Ph.D., Maureen SiedorThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Swords to Plowshares, Post-Traumatic Stress Disorder—Additional ResourcesJohn McQuaid,Maureen SiedorU.S. Department of Health and Human Services, National Institute of Mental Health, Post-Traumatic Stress Disorder—Definition, Signs and Symptoms, Risk Factors, Treatments and Therapies (Revised 2020)John McQuaid,Maureen SiedorA Guide to Post-Traumatic Stress Disorder for Advocates—Introduction to PTSD (PowerPoint slides)John McQuaid,Maureen SiedorPresentation MaterialA Guide to Post-Traumatic Stress Disorder for Advocates (PowerPoint Slides)John R. McQuaid, Ph.D., Maureen Siedor Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 416506 416506 98 G3538 1:06:53 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/416503?tCode=WTC5_RSS01 Health care Mental health Post-traumatic stress disorder Litigation Veterans (Public interest law and pro bono) Taken from the Web Program Recorded July 18, 2024 in San FranciscoWorking with Clients and Developing Relevant Information about PTSD [01:00:58]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 JosephStressor Letter TemplateDeepa Arora,David JosephWorking with Clients and Developing Relevant Evidence (PowerPoint slides)Deepa Arora,David JosephPresentation MaterialWorking with Clients and Developing Relevant Evidence (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 416503 416503 98 G3538 1:01:40 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/416500?tCode=WTC5_RSS01 Health care Mental health Post-traumatic stress disorder Litigation Veterans (Public interest law and pro bono) Taken from the Web Program Recorded July 18, 2024 in San FranciscoUnderstanding Clinical Evidence and Working with Mental Health Professionals [01:01:55]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.David M. Joseph, Ph.D., Karen Kadish, 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 ExpertsKaren Kadish,Amy RoseUnderstanding Clinical Evidence and Working with Mental Health Professionals: A Guide to PTSD for Advocates (PowerPoint slides)David Joseph,Karen Kadish,Amy RosePresentation MaterialUnderstanding Clinical Evidence and Working with Mental Health Professionals (PowerPoint Slides)David M. Joseph, Ph.D., Karen Kadish, Amy Rose Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 416500 416500 98 G3538 1:02:37 https://www.pli.edu/programs/developments-in-fair-market-value-and-stark-lawanti-kickback-statute-enforcement/408842?tCode=WTC5_RSS01 Health care Regulation, compliance, and enforcement (Health care) Health care fraud Health care litigation Developments in Fair Market Value and Stark Law/Anti-Kickback Statute EnforcementHealthcare regulators continue to press providers and companies for alleged fair market value (FMV) deficiencies in Stark Law and Anti-Kickback Statute (AKS) investigations and resolutions.  These actions are brought under the federal civil False Claims Act, administrative rules, and a myriad of criminal fraud statutes.  The increased scrutiny of FMV opinions in healthcare arrangements cannot be overstated. As potentially both a shield and sword, the impact of FMV in such actions remains in 2024 of paramount import. This Briefing will provide an overview of these and related issues. Topics to be addressed include:Overview of the Stark Law and Anit-Kickback Statute – 15 minutesFMV and its impact in the healthcare industry – 15 minutesStrategic considerations regarding FMVs – 15 minutesLegal strategies in defending cases – 15 minutes  Who Should Attend: In-house counsel, outside attorneys, and allied professionals interested in healthcare matters including the Anti-Kickback Statute (AKS), False Claims Act, and Stark Law developmentsProgram Level: OverviewPrerequisites: NoneAdvanced Preparation: NoneFaculty:Adam J. Klein, CVAMillimanSean McKennaSpencer Fane, LLPAaron NarvaConflixis, Inc.Lecture Topics [Total time 00:01:00]Presentation MaterialChamber of Commerce of US v. FTC and KhanAdam J. Klein, Sean McKenna, Aaron NarvaChamber of Commerce of US, Business Roundtable, Texas Association of Business, and Longview Chamber of Commerce v. FTC and KhanAdam J. Klein, Sean McKenna, Aaron NarvaDevelopments in Fair Market Value and Stark Law/Anti-Kickback Statute EnforcementAdam J. Klein, Sean McKenna, Aaron NarvaRyan, LLC v. FTCAdam J. Klein, Sean McKenna, Aaron NarvaUS and Chao v. Medtronic PLCAdam J. Klein, Sean McKenna, Aaron NarvaUS and Chao v. Medtronic PLC, Medtronic Vascular, Covidien LP, Covidien Sales LLC, EV3, and Micro TherapueticsAdam J. Klein, Sean McKenna, Aaron Narva Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408842 408842 98 G5113 1:04:45 https://www.pli.edu/programs/the-civility-series-a-lawyers-guide-to-being-civil-with-opposing-counsel/418080?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Practice skills (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded June 25, 2024 in San FranciscoThe Civility Series: A Lawyer’s Guide to Being Civil with Opposing Counsel [01:01:53]After completing this session, participants will be able to:Discover best practices when dealing with incivility by an opposing counsel Learn best practices for civility in litigation proceedingsExplore best practices for fostering inclusion and professionalism as a litigatorEmil J. Ali, Nic Marais, David ReidyPresentation MaterialCalifornia Lawyers Association and California Judges Association, Beyond the Oath: Recommendations for Improving Civility - Initial Report of the California Civility Task Force (Sept 2021)Emil J. Ali, Nic Marais, David ReidyMasimo Corporation v. The Vanderpool Law Firm, Inc., No. G061829, Super. Ct. No. 30-2019-01081908 (Cal. Ct. App. May 2, 2024)Emil J. Ali, Nic Marais, David Reidy Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 418080 418080 98 G5174 1:01:53 https://www.pli.edu/programs/the-civility-series-identifying-our-biases-to-aid-civility-in-the-legal-profession/418087?tCode=WTC5_RSS01 Ethics and professional responsibility Diversity, inclusion, and elimination of bias Ethical issues (Ethics and professional responsibility) Professional conduct Taken from the Web Program Recorded June 25, 2024 in San FranciscoThe Civility Series: Identifying Our Biases to Aid Civility in the Legal Profession [01:01:59]After completing this session, participants will be able to:Discover best practices when dealing with incivility due to implicit or explicit bias Learn best practices for how to recognize and prevent common instances of incivility Explore best practices for fostering inclusion and professionalism as an attorney to add further civility in the legal professionEmil J. Ali, Fatima Alloo, Beth W. MoraPresentation MaterialCalifornia Lawyers Association and California Judges Association, Beyond the Oath: Recommendations for Improving Civility - Initial Report of the California Civility Task Force (Sept 2021)Emil J. Ali, Fatima Alloo, Beth W. MoraAdditional Resources and InformationBeth W. Mora Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 418087 418087 98 G5175 1:01:59 https://www.pli.edu/programs/california-guardianship-law-g3301/410619?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 12, 2024 in San FranciscoOverview of Guardianship of the Person in California [01:00:25]This session will provide an overview of guardianship of the person, including determining when a guardianship is necessary, alternatives to guardianship, the rights and duties of guardians, and procedural issues, among other topics. After completing this segment, participants will be able to:Define and Understand Guardianship of the PersonDetermine When Guardianship is Necessary?Recognize Alternatives to GuardianshipCaregiver AffidavitPower of AttorneyIdentify the Rights and Duties of Guardians Navigate the Relationship Between Probate Guardianship and Other Court Proceedings Family Court Dependency CourtAdoptionDetermine Jurisdiction and Venue – Where to File Assess Public Benefits for Guardians Meera N. Balat, Deborah Wald, David WhiteThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Guardianship QuestionnaireMeera Balat,Stephanie Bilinski,Deborah Wald,David WhiteRelevant Guardianship CasesMeera Balat,Stephanie Bilinski,Deborah Wald,David WhitePresentation MaterialOverview of Guardianship of the Person in California (PowerPoint Slides)Meera N. Balat, Deborah Wald, David White Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 410619 410619 98 G3301 1:01:07 https://www.pli.edu/programs/california-guardianship-law-g3301/410616?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 12, 2024 in San FranciscoGuardianship Process in California [01:00:48]This session will provide an in-depth review of uncontested guardianship procedure, forms, and court hearing practice. After completing this session, participants will be able to:Understand Uncontested General Guardianship: Legal StandardUnderstand Temporary Guardianship: Legal StandardRecognize and Follow Notice RequirementsUtilize State-Wide Judicial Council FormsImplement Request to Waive FeesNavigate Guardianship InvestigationReview Appointment of Attorney for the ChildNavigate Court HearingsPreparing for the HearingHearing ProceduresIssuance of Orders and Letters of GuardianshipChristina Arregoces, Ylianna Perez-Guerrero, Laura Sullivan Van ZandtThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sample Guardianship Forms PacketChristina Arregoces,Ylianna Perez-Guerrero,Stephanie Bilinski,Laura ZandtPresentation MaterialGuardianship Process in California (PowerPoint Slides)Christina Arregoces, Ylianna Perez-Guerrero, Laura Sullivan Van Zandt Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 410616 410616 98 G3301 1:01:30 https://www.pli.edu/programs/california-guardianship-law-g3301/410613?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 12, 2024 in San FranciscoPost-Guardianship Proceedings and Special Issues in California [01:01:58]This session will discuss post-guardianship proceedings and special issues, such as special immigrant juvenile status, ICWA and joint guardianship, among other topics. After completing this session, participants will be able to:Understand Contested Cases: Legal StandardMediation and TrialUnderstand Post-Guardianship ProceedingsTermination/Resignation/Removal of GuardianPetitions for VisitationFixing Residence Outside of CaliforniaRecognize Special Immigrant Juvenile StatusUnderstand ICWAEvaluate Joint Guardianship (terminally ill parents)Engage with Questions and AnswersYlianna Perez-Guerrero, Deborah Wald, Laura Sullivan Van ZandtThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Special Immigrant Juvenile Status—An Important Tool for Helping Undocumented YouthDeborah WaldGC-205-INFO, Information on Probate Guardianship of the PersonYlianna Perez-Guerrero,Stephanie Bilinski,Deborah Wald,Laura ZandtPresentation MaterialPost-Guardianship Proceedings and Special Issues in California (PowerPoint Slides)Ylianna Perez-Guerrero, Laura Sullivan Van Zandt, Deborah Wald Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 410613 410613 98 G3301 1:02:40 https://www.pli.edu/programs/psychological-issues-in-the-california-workplace/409816?tCode=WTC5_RSS01 Bias (Employment discrimination) Recruitment and hiring (Employment and labor) Ethical issues (Ethics and professional responsibility) Taken from the Web Program Recorded June 4, 2024 in San FranciscoNeurodiversity in the Legal Profession; Recognizing and Transcending Workplace Bias [01:01:58]After completing this session, participants will be able to:Understand the meaning of neurodiversity, the attributes of neurodivergent individuals, and their prevalence in the legal workplaceRecognize the subtle and overt ways in which bias against neurodivergent attorneys impacts their recruitment, hiring, training, and accommodationIdentify applicable California and federal laws addressing discrimination and bias against neurodivergent individualsDiscuss steps legal industry employers should take to minimize recruiter and algorithmic biasBias/Diversity credit where applicable Stephen P. Sonnenberg, Panel Leader; Claudia Center, Diane G. Knox, Scott Michael Robertson, Ph.D.*, George Woods, Jr., M.D., L.F.A.P.A.*participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Alternative Dispute Resolution, Meditating Highly Emotional Workplace Disputes, New York Law Journal, Vol. 259, No. 52 (March 19, 2018)Stephen SonnenbergDisability Access to the Legal Profession: Timeline of Events and Links to Resources (March 2024)Claudia CenterIncluding Neurodivergent Employees in a Dynamic Workforce, PLI Current: The Journal of PLI Press, Vol. 8 (2024)Diane KnoxNeurodiversity: Beyond Pathology and AccommodationGeorge WoodsPresentation MaterialNeurodiversity in the Legal Profession: Recognizing and Transcending Workplace Bias (PowerPoint slides)Claudia Center, Diane G. Knox, Scott Michael Robertson, PhD, Stephen P. Sonnenberg, George Woods, Jr., M.D., L.F.A.P.A. Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 409816 409816 98 G4711 1:01:58 https://www.pli.edu/programs/psychological-issues-in-the-california-workplace/409819?tCode=WTC5_RSS01 Employment discrimination Retaliation (Employment discrimination) Ethical issues (Ethics and professional responsibility) Mental health Taken from the Web Program Recorded June 4, 2024 in San FranciscoA Changing California Workplace: New Claims, New Themes [01:16:02]After completing this session, participants will be able to:Identify the EEOC’s, plaintiffs’ and management bar’s perspectives on the latest trends in workplace discrimination and retaliation claimsAnalyze the latest developments in disability discrimination and reasonable accommodation claims under the ADA and FEHA, including the prevalence of claims based on mental health and mental disabilityUnderstand how trauma negatively impacts individuals and often plays a role in the creation and resolution of workplace legal disputesDiscuss the trends in workplace religious accommodation claims including the latest on the meaning of “sincerely held” religious beliefs and practicesTimothy J. Long, Moderator; Renée Binder, M.D., Anna Y. Park (EEOC), Michael D. Weil, Qiaojing Ella ZhengThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:A Changing California Workplace: New Claims, New ThemesRenée Binder,Qiaojing Zheng,Anna Park,Timothy Long,Michael WeilRenée L. Binder, M.D., Sexual Harassment: Issues for Forensic Psychiatrists, Bull Am Acad Psychiatry Law, Vol. 20, No. 4 (1992)Renée Binder,Qiaojing Zheng,Timothy Long,Anna Park,Michael WeilU.S. Equal Employment Opportunity Commission, Sexual Orientation and Gender Identity (SOGI) DiscriminationRenée Binder,Qiaojing Zheng,Timothy Long,Anna Park,Michael WeilU.S. Equal Employment Opportunity Commission, Strategic Enforcement Plan Fiscal Years 2024–2028Renée Binder,Qiaojing Zheng,Timothy Long,Anna Park,Michael WeilU.S. Equal Employment Opportunity Commission, What You Should Know About the Pregnant Workers Fairness ActRenée Binder,Qiaojing Zheng,Anna Park,Timothy Long,Michael WeilPresentation MaterialA Changing California Workplace: New Claims, New Themes (PowerPoint slides)Renée Binder, M.D., Timothy J. Long, Anna Y. Park, Michael D. Weil, Qiaojing Ella Zheng Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 409819 409819 98 G4711 1:16:02 https://www.pli.edu/programs/psychological-issues-in-the-california-workplace/409813?tCode=WTC5_RSS01 Employees Ethical issues (Ethics and professional responsibility) Mental health Discovery Employment litigation Taken from the Web Program Recorded June 4, 2024 in San FranciscoEthical Issues for Lawyers and Mental Health Professionals Involved in Employment Litigation [00:59:58]After completing this session, participants will be able to:Identify ethical issues that arise when employment attorneys and mental health professionals spar over sensitive mental health issues in litigationRecognize the role of California’s Professional Rules of Conduct and medical ethics when litigating claims of emotional distressDiscuss discovery and the use and potential abuse of sensitive psychiatric and medical informationUnderstand ethical issues that may arise from testimony by treating therapists and experts, and psychological testing of litigantsConsider the use of mental exams of employees in the workplace, their unique features and ethical implicationsKatherine C. Huibonhoa, Alan W. Newman, M.D., Hon. Rozella A. Oliver*, Douglas N. Silverstein**participating remotelyThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Katherine C. Huibonhoa, Patricia McCausland and Eisha Perry, Ethical Issues for Lawyers and Mental Health Professionals Involved in Employment LitigationKatherine HuibonhoaPresentation MaterialHandout: Douglas N. Silverstein and Michael G. Jacob, Protecting Plaintiffs from Sexual Conduct DiscoveryDouglas N. SilversteinHandout: Stipulation to Defense Medical Examination FormDouglas N. Silverstein Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 409813 409813 98 G4711 0:59:58 https://www.pli.edu/programs/advanced-topics-in-ethics-and-compliance-2021-state-and-local-government-contracts/409033?tCode=WTC5_RSS01 Government contracts Regulation, compliance, and enforcement (Municipal law) Lobbying (Political activity law) Pay-to-play (Securities and other financial products) Taken from the Web Program Recorded May 14, 2024 in New YorkEnsuring Eligibility for State and Local Government Contracts [01:06:44]Numerous state and local procurement, ethics, and compliance laws significantly impact an organization’s eligibility to engage in government contracts. After completing this session, participants will be able to:Describe compliance with pay-to-play laws and consider conflict of interest implicationsExplain the limitations on business courtesies and employment opportunities offered to government officials and employeesOutline lobby laws, including their application to procurement activities and sales commissionsMonitor government ethics issues, such as donations to governmental entities and the hiring of current and former government officialsFacilitate essential collaboration between sales, political, and legal teamsElli Abdoli, Jason D. Kaune, Amina MackThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:State and Local Lobby and Gift LawsJason Kaune,Joel Aurora,Mike KelleyPay-to-Play Laws: An Introduction and OverviewJason Kaune,Elli AbdoliPresentation MaterialEnsuring Eligibility for State and Local Government ContractsElli Abdoli, Jason D. Kaune, Amina A. Mack Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 409033 409033 98 G4358 1:07:26 https://www.pli.edu/programs/advanced-topics-in-ethics-and-compliance-2021-state-and-local-government-contracts/409031?tCode=WTC5_RSS01 Corporate contracts Government contracts Regulation, compliance, and enforcement (Municipal law) Contract drafting and negotiation Taken from the Web Program Recorded May 14, 2024 in New YorkContract Terms, Negotiations, and Ongoing Compliance Obligations [01:01:06]Government contracting is highly regulated and can be a more restrictive contracting process, both in terms of negotiations and compliance obligations. After completing this session, participants will be able to:Evaluate and navigate mandatory contract terms that can and cannot be negotiated or qualified in government contracts, including newly emerging Environmental, Social and Corporate Governance (ESG) related provisionsDescribe the RFP/bidding process and restrictions such as required certifications and representationsExplain the use and abuse of Public Records Act/Freedom of Information type lawsManage conflicts of interest at the time of bidding and bid protestsIdentify other compliance ramifications, including potential classification of company employees as government employees, and navigating shareholder demandsElli Abdoli, Robert Carlin, Jason D. Kaune, Amina MackThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:State and Local Government ContractsElli Abdoli,Evann WhitelamPresentation MaterialEvaluating & Navigating Contract Terms: Contracting Perspectives from the Nation’s Largest Public Pension SystemElli Abdoli, Robert Carlin, Jason D. Kaune Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 409031 409031 98 G4358 1:01:06 https://www.pli.edu/programs/advanced-topics-in-ethics-and-compliance-2021-state-and-local-government-contracts/409029?tCode=WTC5_RSS01 Corporate contracts Government contracts Regulation, compliance, and enforcement (Corporate law) Municipal law Regulation, compliance, and enforcement (Political activity law) Taken from the Web Program Recorded May 14, 2024 in New YorkPerils and Pitfalls of State and Local Government Contracting [01:03:33]State and local government contracting and procurement laws present distinct business challenges. Upon completing this session, participants will gain the ability to:Identify prospects and priorities for enforcement by ethics agenciesAssess the impact on affiliated entities and consider implications during mergers and acquisitionsDraw insights from jurisdictional case studies, particularly when contract performance alone isn’t sufficient to salvage a contractSkillfully handle public perception and media relationsElli Abdoli, David Bainbridge, Jason D. Kaune, Amina MackThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:State and Local Government Ethics LawsJason Kaune,Elli Abdoli,Joel AuroraPresentation MaterialPerils and Pitfalls of State and Local Government ContractingElli Abdoli, David Bainbridge, Jason D. Kaune Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 409029 409029 98 G4358 1:03:34 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408408?tCode=WTC5_RSS01 Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkAllocation and Distribution Provisions [01:28:12]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, 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 InterestsCarlene Miller-Lowry,Todd GolubTarget Allocations: The Swiss Army Knife of Drafting (Good for Most Situations—But Don’t Bet Your Life on It)Todd GolubAllocation and Distribution Provisions Part Two (PowerPoint slides)Beverly Katz,Todd GolubPresentation MaterialAllocation and Distribution ProvisionsTodd D. Golub, Jennifer Ray Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408408 408408 98 G3154 1:30:13 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408405?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkSection 704(c): Operations and Implications for Negotiating a Deal and Drafting a Partnership Agreement [01:30:57]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 RuleCorey Dalton,Phillip DeSalvoImplications of Section 704(c) for Partnership Agreements (New York City PowerPoint slides)Sarah Ralph,Dina WiesenPresentation 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 408405 408405 98 G3154 1:32:58 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408402?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkBasis Issues Including Allocation of Liabilities [01:31:13]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 regulationsGary R. Huffman, Amanda H. Nussbaum The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Disregarded Entities: Issues and Opportunities (January 2024)Philip WrightAllocation of Partnership Liabilities under Section 752 (January 16, 2018)Howard AbramsAdvanced Basis Issues Impact of Liabilities (New York City PowerPoint slides)Gary HuffmanPresentation MaterialAdvanced Basis Issues Impact of LiabilitiesGary R. Huffman, Amanda H. Nussbaum Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408402 408402 98 G3154 1:33:43 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408399?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkPartnership Formations and Special Issues – Extracting Value [01:01:26]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 199AUse the new Section 163(j) limitation on the deductibility of business interestNavigate certain partnership-related features of the Section 163(j) limitation on the deductibility of business interestCristina Arumi, Eric SolomonThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Application of Section 199A to Owners of Pass Through EntitiesJerald August,Stephen Looney,Ronald LevittPresentation MaterialPartnership Formations and Special Issues – Extracting ValueCristina Arumi, Eric Solomon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408399 408399 98 G3154 1:02:57 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408411?tCode=WTC5_RSS01 Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkSubchapter K: “The Big Picture” [01:05:48]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 [Senior Level Counsel to the Associate Chief Counsel (Passthroughs & Special Industries), Internal Revenue Service]The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Subchapter K: “The Big Picture”Clifford WarrenPartners and Partnerships: Determination of Tax Liability Under the 1954 CodeCharles Davis,Clifford 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 408411 408411 98 G3154 1:07:19 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408396?tCode=WTC5_RSS01 Corporate partnerships Partnership interests Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkSale, Exchange or Other Disposition of Partnership Interests; Partnership Distributions; Partnership Terminations [01:15:08]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 or redemption of a partnership interest under Sections 741 and 751(a)Identify planning strategies that can be employed when dealing with dispositions of partnership interests, including proper orderingDetermine the amount and character of gain or loss from the disproportionate distribution of property under Section 731 and 751(b)Trevor R. Allen, Franny Y. Wang The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Sale, Exchange or Other Disposition of Partnership Interests; Partnership Distributions; Partnership Terminations (February 2023)Kelsey LemasterPresentation 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 408396 408396 98 G3154 1:16:39 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408393?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkThe Anti-Deferral Rules – Sections 707(a)(2), 704(c)(1)(B), 731(c), And 737 [01:01:40]This panel will explore some of the more challenging provisions of Subchapter K, including the disguised sale rules of Section 707(a)(2), the anti-mixing bowl rules of Sections 704(c)(1)(B) and 737, and the marketable securities rules of Section 731(c). After completing this session, participants will be able to:Identify planning opportunities presented by Sections 707, 704(c)(1)(B), 731(c) and 737Recognize traps for the unwary created by the “anti-deferral” rulesDistinguish between a good leveraged partnership and a bad leveraged partnershipMichael I. Bolotin, Glenn E. DanceThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:SHOP TALK: The Taxpayer and Amicus Appellate Briefs in Tribune Media Throw Tough Pitches at the IRSSamuel GrilliPresentation MaterialTransactions Between Partner and PartnershipGlenn E. Dance, Samuel P. Grilli Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408393 408393 98 G3154 1:03:11 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408390?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkAdjustments to the Basis of Partnership Assets (Sections 734, 743, and 754) [01:01:45]This session will discuss some of the more complicated consequences of partnership distributions and transfers of interests. These rules are important because they permit partnerships to capture and reflect in basis, gain or loss recognized by a distributee, and permit purchasers of partnership interests to “push down” purchase price without triggering gain in the partnership’s assets. After completing this session, participants will be able to:Apply the aggregate and entity theories of partnership tax to determine the basis of partnership property for transfers of partnership interests and distributions of partnership assetsUnderstand the impact of regulations implementing the 2004 AJCA amendments and statutory changes made in the 2017 Tax ActUse Sections 734, 754 and 743 to adjust the basis of partnership assetsStuart L. Rosow, Eric Solomon, Clifford M. Warren [Senior Level Counsel to the Associate Chief Counsel (Passthroughs & Special Industries), Internal Revenue Service], William P. WassermanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Related Party Basis Adjustments (February 23, 2024)Stuart RosowPresentation MaterialAdjustments to the Basis of Partnership Assets: Sections 734, 743 and 754Stuart L. Rosow, Clifford M. Warren, William P. Wasserman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408390 408390 98 G3154 1:03:16 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408387?tCode=WTC5_RSS01 Corporate partnerships Partnership mergers Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkPartnership Mergers and Divisions [01:00:33]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 basisPhillip Gall, Nancy L. MehlmanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tiny Bubbles: Partnership Divisions in Larger TransactionsDina Wiesen,Jennifer RayPartnership Mergers and DivisionsWilliam McKee,Bradford Whitehurst,Sarah BrodiePresentation MaterialPartnership Mergers and DivisionsPhillip Gall, Nancy L. Mehlman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408387 408387 98 G3154 1:02:04 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408381?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkDistressed Partnerships (Including Bankruptcy and CARES Act) [01:00:11]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 abandonmentLauren Angelilli, Bryan A. RimmkeThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Debt Workouts: The Partnership and the PartnersJames SowellPresentation MaterialDistressed PartnershipsLauren Angelilli, Bryan A. Rimmke Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408381 408381 98 G3154 1:01:41 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408384?tCode=WTC5_RSS01 Corporate partnerships Tax Partnership tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkCompensatory Interests and Other Arrangements [01:01:36]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 issuesEthan R. Goldman, Russell S. Light The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Key Considerations and Relevant Ambiguities for Fund Managers under the Final Carried Interest Regulations (March 9, 2021)Patrick Sigmon,Ethan Goldman,David SchnabelPresentation MaterialPartnership Compensation IssuesEthan R. Goldman, Russell S. Light Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408384 408384 98 G3154 1:03:06 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408378?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Insurance Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkTax Insurance in Joint Ventures and Partnership Transactions [00:46:25]This panel will discuss tax insurance and its various products, examine relevant case studies, and address the underwriting process for obtaining a tax insurance policy. After completing this session, participants will be able to:List the benefits of obtaining tax insurance in the joint venture/partnership/corporate and REIT areasIdentify situations where tax insurance is a viable option to mitigate risk resulting from known tax issues in the partnership M&A contextGuide clients through the process of obtaining tax insurancePatrick J. Browne Jr., John D. Rayis, Jodi J. SchwartzThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tax Insurance in Joint Ventures and Partnership Transactions (March 6, 2024)Patrick Browne,John Rayis,Jodi Schwartz,Pardis ZomorodiTax Liability Insurance (PowerPoint slides)Patrick Browne,John Rayis,Jodi Schwartz,Pardis ZomorodiPresentation MaterialTax Liability InsurancePatrick J. Browne, Jr., John D. Rayis, Jodi J. Schwartz Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408378 408378 98 G3154 0:47:55 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408375?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Tax Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkHot Topics in Partnership Taxation: The Government Perspective [00:46:42]This “hot topics” panel of IRS and Treasury representatives 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 strategiesEric B. Sloan, Clifford M. Warren [Senior Level Counsel to the Associate Chief Counsel (Passthroughs & Special Industries), Internal Revenue Service], Richard G. Blumenreich [Special Counsel, Office of the Associate Chief Counsel (Passthroughs & Special Industries), Internal Revenue Service], Sarah R. Haradon [Attorney-Advisor, Office of Tax Policy, Department of the Treasury]The purchase price of this Web Program segment includes the following article from the Course Handbook available online:IRS and Treasury Issue Interim Guidance Addressing the Corporate Alternative Minimum Tax (January 6, 2023)Anne Devereaux,Adam Gregory,Kathryn Kelly,Jennifer Sabin,Eric Sloan,Pamela EndrenyTreasury Releases a Swath of Guidance on the Investment Tax Credit (November 21, 2023)Sean Moran,Heather Behrend,Ben Livni,Sarah McIntosh,Lauren Collins,Mary AlexanderMaterials Submitted by Hilary Lefko, Norton Rose Fulbright LLPBenjamin J Applestein,Eric B Sloan,Clifford M WarrenThe New Corporate Alternative Minimum Tax (February 13, 2023)Allison Clark,Paul SchockettPresentation MaterialHot Topics in Partnership Taxation: The Government PerspectiveRichard G. Blumenreich, Sarah R. Haradon, 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 408375 408375 98 G3154 0:47:42 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408372?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Passthroughs (Tax) Tax credits Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkInflation Reduction Act of 2022: New Tax Credit and Alternative Minimum Tax (“AMT”) Regimes [00:59:27]The session discusses changes in tax law under the Inflation Reduction Act of 2022, specifically the newly expanded and extended tax credits and the book income AMT. After completing this session, participants will be able to:Identify the energy and other investments eligible for new, expanded and/or extended tax creditsUnderstand the mechanics of the new credit transfer and direct-payment rulesDetermine applicability and impact of the new book income AMT on domestic- and foreign-parented groupsMatthew J. Donnelly, Paul Schockett, Richard G. Blumenreich [Special Counsel, Office of the Associate Chief Counsel (Passthroughs & Special Industries), Internal Revenue Service], Sarah R. Haradon [Attorney-Advisor, Office of Tax Policy, Department of the Treasury]The purchase price of this Web Program segment includes the following article from the Course Handbook available online:Treasury Releases a Swath of Guidance on the Investment Tax Credit (November 21, 2023)Sean Moran,Heather Behrend,Ben Livni,Sarah McIntosh,Lauren Collins,Mary AlexanderMaterials Submitted by Hilary Lefko, Norton Rose Fulbright LLPBenjamin J Applestein,Eric B Sloan,Clifford M WarrenThe New Corporate Alternative Minimum Tax (February 13, 2023)Allison Clark,Paul SchockettPresentation MaterialThe Inflation Reduction Act of 2022 (IRA): New Carbon-Neutral Tax Credit & CAMT RegimesRichard G. Blumenreich, Matthew J. Donnelly, Sarah R. Haradon, Paul Schockett Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408372 408372 98 G3154 1:00:57 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408369?tCode=WTC5_RSS01 Corporate partnerships Joint ventures (Corporate law) Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkTears Of Losses: Partnership Loss Limitation Tiers [01:01:22]The session explores the layers of loss limitation regimes applicable to partners, including the at-risk rules and the passive activity rules. After completing this session, participants will be able to:Apply the appropriate loss limitation before deducting a loss on a returnComply with the necessary reporting requirementsRecognize circumstances where the Section 461(l) excess business loss limitation appliesRobert S. Keller, David H. KirkThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Tears of Losses: Partnership Loss Limitation TiersRobert Keller,David KirkPresentation MaterialTears of Losses: Partnership Loss Limitation TiersRobert S. Keller, David H. Kirk Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408369 408369 98 G3154 1:02:52 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408366?tCode=WTC5_RSS01 Corporate partnerships Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkNew Partnership Audit Rules [01:16:35]The BBA audit rules provide a radically different approach for how adjustments are made in the partnership context. Although the BBA was enacted in 2015, practitioners are still grappling with its implications and its impact on advising clients. This panel will address issues that are critical in transactions and audits, and the newly issued final regulations. After completing this session, participants will be able to:Draft provisions in partnership agreements and other transactional documentation that address BBA issuesCalculate the imputed underpayment and evaluate strategies for shifting riskAddress the partnership audit rules in transactional due diligenceMegan L. Brackney, Kate Kraus, Jennifer M. Black [Senior Counsel, Office of the Associate Chief Counsel (Procedure & Administration), Internal Revenue Service]The purchase price of this Web Program segment includes the following article from the Course Handbook available online:BBA Indemnities May Result in Double TaxationKate KrausPartnership Administrative Adjustment Requests (AARs) are Dangerous (Prepared April 2020; Updated November 2022)Kate KrausThe Push-Out Election and AARs Might Not Get You Back to Kansas (Updated January 2024)Kate KrausPresentation MaterialNew Partnership Audit RulesJennifer M. Black, Megan L. Brackney, Kate Kraus Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408366 408366 98 G3154 1:18:06 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408360?tCode=WTC5_RSS01 Private equity Corporate partnerships Private equity funds Passthroughs (Tax) Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkTopside Planning for, and Passthrough Investments by, Private Equity Funds [01:00:45]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, David H. Schnabel, Eric B. SloanThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:Private Equity M&AEric Sloan,Todd GluthPresentation MaterialPrivate Equity: Passthrough InvestmentsDavid H. Schnabel, 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 408360 408360 98 G3154 1:02:15 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408348?tCode=WTC5_RSS01 Ethical issues (Ethics and professional responsibility) Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkBalancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Partnership Tax Advisor Should Know [01:16:58]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 that relate 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 taxpayerS. Starling Marshall, 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 KnowBryan SkarlatosAttorney-Client Privilege and Work Product Doctrine in Tax ControversiesJerald AugustPresentation MaterialBalancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should KnowS. Starling Marshall, Bryan C. Skarlatos Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408348 408348 98 G3154 1:19:29 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408351?tCode=WTC5_RSS01 Corporate partnerships Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkThe Umbrellas of Subchapter K [01:00:15]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, Pamela Lawrence EndrenyThe 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 PurcellPresentation MaterialThe Umbrellas of Subchapter KBenjamin J. Applestein, Pamela L. Endreny Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408351 408351 98 G3154 1:01:45 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408354?tCode=WTC5_RSS01 Corporate partnerships Oil and gas Tax Partnership tax Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkPublic and Private Oil and Gas Partnerships [01:00:56]This session will address the rules and concepts governing oil and gas transactions. After completing this session, participants will be able to:Use Subchapter K to solve tax issues in contractual oil and gas joint venturesPlan around the fractional interest ruleIdentify the benefits of master limited partnerships (“MLPs”) in the oil and gas contextRyan K. Carney, Kevin RichardsThe purchase price of this Web Program segment includes the following article from the Course Handbook available online:The Ceiling Rule and Sales of Oil or Gas Partnership PropertyTimothy Chan,Beverly Katz,Eric LeeOut of the Pool! (and into the Partnership) (PowerPoint slides)Michael Cannon,Ryan Carney,Kevin RichardsPresentation MaterialOut of the Pool! (and into the Partnership)Ryan K. Carney, Kevin Richards Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408354 408354 98 G3154 1:02:27 https://www.pli.edu/programs/tax-planning-for-domestic--foreign-partnerships-llcs-joint-ventures--other-strategic-alliances/408357?tCode=WTC5_RSS01 Corporate partnerships Hedge funds Tax planning and strategy Taken from the Web Program Recorded May 7 - 9, 2024 in New YorkTax Planning for Hedge Funds [01:01:22]This session will examine some hedge fund structures, provide some tax planning guidance for managers and investors, examine Section 704(c) methods, and provide some 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 (December 4, 2023)Philippe Benedict,David GriffelPresentation MaterialHedge FundsPhilippe Benedict Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408357 408357 98 G3154 1:02:52 https://www.pli.edu/programs/election-issues-and-opportunities-for-lawyers/409576?tCode=WTC5_RSS01 Taken from the Web Program Recorded April 18, 2024 in New YorkElection Issues and Opportunities for Lawyers [01:03:14]After completing this program, participants will be able to:Understand the framework of political and election lawsAddress misconceptions about changes in lawDiscuss opportunities for corporations, law firms and lawyersConsider the call to action: all lawyers have a roleDavid Becker, Deborah Enix-Ross, Jason D. KaunePresentation MaterialCEIR Focus: Restrictions on Private Funding for ElectionsRallying Lawyers to the Defense of Election WorkersThe Expansion of Voting Before Election Day, 2000-2024 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 409576 409576 98 G5155 1:03:56 https://www.pli.edu/programs/mediation-strategy---critical-opening-moves-on-the-agreement-to-mediate-selecting-your-mediator-and-agreements-with-the-mediator/408580?tCode=WTC5_RSS01 Taken from the Web Program Recorded April 8, 2024 in New YorkMediation Strategy - Critical Opening Moves on the Agreement to Mediate, Selecting Your Mediator, and Agreements with the Mediator [01:03:32]After completing this program, participants will be able to:Assess strategic points regarding agreements that set up/provide for mediationAssess strategic points regarding agreements between mediators and parties/counselUnderstand strategic considerations in the process of selecting mediatorsJoseph P. Esposito, Eric H. Feiler, Kevin Gallagher, Jennifer M. GartlanPresentation MaterialMake Mediations More Effective for Your Clients—A Mediator’s PerspectiveJoseph EspositoMake Mediations More Effective for Your Clients—A Mediator’s PerspectiveJoseph Esposito Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 408580 408580 98 G5142 1:04:14 https://www.pli.edu/programs/technology-and-legal-disputesthe-risks-behind-spatial-computing-and-vr/405304?tCode=WTC5_RSS01 Taken from the Web Program Recorded March 8, 2024 in New YorkTechnology and Legal Disputes - The Risks Behind Spatial Computing and VR [01:05:58]After completing this program, viewers will be able to:Understand the essence of spatial computing by examining successful use cases and the recent rapid advancements in VR/XR/AR technologies.Recognize the data privacy risks associated with spatial computing hardware and software, including the capture of user actions and the utilization of biometric markers and other sensitive personally identifiable information (PII).Grasp the importance of privacy policies from both hardware and software providers, including how data is collected, stored, utilized, and the implications of GDPR on these practices.Comprehend the nuances of eDiscovery in the context of spatial computing, including the identification, preservation, collection, review, analysis, and production stages, along with the unique challenges and strategies pertinent to this technology.Identify the potential for cyber incidents within spatial computing environments and learn strategies for risk mitigation, including policy updates and fostering an awareness of confidentiality.Learn how to update information governance policies to mitigate risks while capitalizing on the efficiencies offered by spatial computing technologies, including dealing with shadow IT.Understand the legal implications of spatial computing for law enforcement, including criminal and civil risks, and the evolving standards of evidence.Prepare for broader eDiscovery collection scopes, define parameters for data export, processing, and transfer, and assess the unique metadata considerations in spatial computing contexts.Navigate the challenges of reviewing and analyzing spatial computing data within traditional eDiscovery platforms and explore effective alternative strategies.Equip yourself to make responsive data from spatial computing platforms accessible to opposition parties in a legally compliant manner.Renji Bijoy, Jerry Bui, Danny ThankachanPresentation MaterialBiometrics RegulationsRenji Bijoy, Jerry Bui, Melissa Heidrick, Danny ThankachanSpatial Computing Preparedness HandbookRenji Bijoy, Jerry Bui, Melissa Heidrick, Danny Thankachan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 405304 405304 98 G5114 1:05:58 https://www.pli.edu/programs/ip-discussions--prosecution--ethics/404936?tCode=WTC5_RSS01 Taken from the Web Program Recorded March 4, 2024 in New YorkIP Discussions – Prosecution & Ethics [01:02:55]After completing this program, viewers will be able to address:What rules of professional conduct apply to IP prosecution?How IP agencies are taking steps to prevent unethical prosecution practices?Email Ali, Dahlia Girgis, Karam Saab, Joshua L. SimmonsPresentation MaterialIP Discussions with Joshua Simmons Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 404936 404936 98 G5107 1:02:55 https://www.pli.edu/programs/adr-considerations-for-general-counsel-and-in-house-legal-departments/390413?tCode=WTC5_RSS01 Sales contracts Dispute resolution Arbitration Mediation Negotiation (Dispute resolution) Taken from the Web Program Recorded September 21, 2023 in New YorkADR Considerations for General Counsel and In-House Legal Departments [01:04:12]Presentation MaterialAdditional ResourcesMark J. Levin, Michael Licker, Hon. Alan D. ScheinkmanADR Considerations for General Counsel and In-House Legal DepartmentsMark J. Levin, Michael Licker, Hon. Alan D. Scheinkman Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 390413 390413 98 G4930 1:04:54 https://www.pli.edu/programs/civility-in-the-legal-profession/404435?tCode=WTC5_RSS01 Taken from the Web Program Recorded February 16, 2024 in New YorkCivility in the Legal Profession [01:02:04]After completing this program, viewers will be able to:Explain standards of civility for general practiceExplain standards of civility for litigation settingsUnderstand the crucial relationship between civility and biasAddress incivility directed at both opposing parties or counsel and the judiciaryCameron G. Stout, Gordon C. YoungPresentation MaterialCivility ToolboxCameron G. Stout, Gordon C. Young Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 404435 404435 98 G5093 1:02:04 https://www.pli.edu/programs/intellectual-property-and-intangible-asset-backed-financing/402182?tCode=WTC5_RSS01 Financing Asset-based financing Securitization Intellectual property Securities and other financial products Taken from the Web Program Recorded January 16, 2024 in New YorkIntellectual Property and Intangible Asset-Backed Financing [00:59:45]The faculty will discuss key considerations regarding IP and Intangible Asset-Backed Financing. After viewing this program, participants will be able to: Understand these types of transactions and why they have become popular Ensure that transactions are structured appropriately given other parts of the capital structure  Assess key issues with respect to § 365(n) of the US Bankruptcy Code that need to be kept in mind Distinguish between various structures, including the use of SPVs and/or exclusive licenses to create bankruptcy remoteness  Understand key considerations when setting up this type of financing structure Determine the benefits of such financing structures Frank J. Azzopardi, Michael Urschel Presentation MaterialIntellectual Property Financing – An introductionFrank J. Azzopardi, Michael L. UrschelOverview: Intellectual Property and Intangible Asset-Backed Financing Structures? ?Frank J. Azzopardi, Michael L. UrschelSecuring Financing with Intellectual Property AssetsFrank J. Azzopardi, Michael L. UrschelThe Growing Popularity and Complexity of IP Financing Transactions in the USAFrank J. Azzopardi, Michael L. UrschelThe Growing Popularity and Complexity of IP Financing Transactions in the USAFrank J. Azzopardi, Michael L. Urschel Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 402182 402182 98 G5040 1:00:27 https://www.pli.edu/programs/oregons-requirements-of-mandatory-reporting-of-abuse/397940?tCode=WTC5_RSS01 Taken from the Web Program Recorded October 25, 2023 in New YorkOregon’s Requirements of Mandatory Reporting of Abuse [01:05:42]The faculty will discuss Oregon’s requirements of Mandatory Reporting of Abuse. After completing this session, participants will be able to:Identify the five classes of people that mandatory reporting is intended to protectUnderstand what constitutes “reasonable cause” to reportComprehend an attorney’s liability for failing to reportCriminal liabilityCivil LiabilityProfessional disciplineKnow when an attorney is not required to report abuseWhen reporting violates a privileged communicationWhen reporting is detrimental to the clientKelly L. Andersen, Hon. Daniel L. Harris (Ret.)Presentation MaterialOregon's Requirements of Mandatory Reporting of AbuseKelly Andersen, Daniel L HarrisOregon's Requirements of Mandatory Reporting of Abuse PPTKelly Andersen, Daniel L Harris Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 397940 397940 98 G5008 1:05:42 https://www.pli.edu/programs/practice-skills-for-advanced-real-estate-finance-transactions/391456?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28, 2023 in New YorkPractice Skills for Advanced Real Estate Finance Transactions [00:58:07] This program will provide young attorneys and paralegals looking to better understand their role in, and the issues presented by, complex real estate finance transactions.  After completing this session, participants will be able to:  Better identify key issues common to the transaction process Understand specific skills necessary to support the legal and transaction team Gain insight to the rapidly growing role of artificial intelligence software in transactions  Presentation Material 2021 ALTA NSPS Survey StandardsDavid L. Dawson, Christopher Di Masi, Patricia B. Edwards2022 FATCO ALTA Commercial Endorsement GuideDavid L. Dawson, Christopher Di Masi, Patricia B. EdwardsAdditional ResourcesDavid L. Dawson, Christopher Di Masi, Patricia B. EdwardsPractice Skills for Advanced Real Estate Finance TransactionsDavid L. Dawson, Christopher Di Masi, Patricia B. EdwardsSmart Checklists and the Future of Real Estate Law PracticeDavid L. Dawson, Christopher Di Masi, Patricia B. Edwards Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 391456 391456 98 G4947 0:58:07 https://www.pli.edu/programs/the-evolving-roles-of-patent-paralegals-in-the-wake-of-disruptive-technology/391453?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 28, 2023 in New YorkThe Evolving Roles of Patent Paralegals in the Wake of Disruptive Technology [01:06:30] This program will provide junior attorneys, patent paralegals, and other legal professionals with tools to begin leveraging technology to deliver outsized value for their clients and stakeholders.  After completing this session, participants will be able to:     Better identify key disruptive technology trends and understand their potential impacts on patent paralegals' work Understand opportunities to develop new value-added skills and associated learning paths Gain insight into opportunities and pitfalls of AI and Automation in patent and legal practice  Presentation Material Artificial Intelligence ArticleIdris N. McKelveyThe Evolving Roles of Patent Paralegals in the Wake of Disruptive TechnologyIdris N. McKelvey Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 391453 391453 98 G4951 1:06:30 https://www.pli.edu/programs/successfully-navigating-the-administrative-process-in-employment-cases/391151?tCode=WTC5_RSS01 Taken from the Web Program Recorded July 24, 2023 in New YorkSuccessfully Navigating the Administrative Process in Employment Cases [01:09:53]This program will provide both attorneys and paralegals looking to learn the ins and outs of the administrative process that kicks off most employment suits.After completing this session, participants will be able to:            ·      Manage client expectations and concerns during the administrative process·      Gain insights on the interacting with administrative investigators at the EEOC, Texas Workforce Commission, OSHA, and the National Labor Relations Board·      Identify documentation relevant to administrative investigations·      Consider implications of political administrations on administrative agencies and proceedingsPresentation MaterialPresentation OutlineAlanna Maza, Taylor E. WhiteSuccessfully Navigating the Administrative Process in Employment CasesAlanna Maza, Taylor E. White Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 391151 391151 98 G4937 1:09:53 https://www.pli.edu/programs/the-lifecycle-of-employment-litigation-with-a-focus-on-discovery/388686?tCode=WTC5_RSS01 This program will provide both attorneys and paralegals looking to learn more about employment litigation an overview of employment cases with a focus on common and practical issues that arise in discovery in employment litigation. After completing this session, participants will be able to:              Recognize different stages and types of employment casesGain insights into discovery in employment litigation, including thirty party discoveryIdentify common discovery pitfalls Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 388686 388686 98 G4905 1:03:52 https://www.pli.edu/programs/understanding-legal-citations/388590?tCode=WTC5_RSS01 Taken from the Web Program Recorded June 8, 2023 in New YorkUnderstanding Legal Citations [01:09:23]Whenever you rely on, reference, or quote a case or any other source, you must cite to it. Both attorneys and paralegals will gain insight and recognize how to use the Bluebook with basic principles and practical tips on Bluebook citations.   What You Will Learn After completing this session, participants will be able to:                        ·      Understand the purpose of the Bluebook and its alternatives. ·      Gain insight into the components of legal citations. ·      Recognize different types of sources and differences their citation formats. ·      Understand the differences between federal and state court citation formats. ·      Learn to identify common issues in citations.   Presentation Material Case No. 20-56251: CA9 Amicus BriefPrachee Sawant, Molly WebsterSEC v. Olins 2010Prachee Sawant, Molly WebsterUnderstanding Legal CitationsPrachee Sawant, Molly WebsterValley National Bank v. TDS Motion for Default JudgmentPrachee Sawant, Molly Webster Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 388590 388590 98 G4895 1:10:05 https://www.pli.edu/programs/bellwether-trials-in-products-liability-litigation--a-case-study/384839?tCode=WTC5_RSS01 Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 384839 384839 98 G4862 1:04:11 https://www.pli.edu/programs/overview-of-public-company-reporting-for-foreign-private-issuers/384357?tCode=WTC5_RSS01 Taken from the Web Program Recorded April 14, 2023 in New YorkOverview of Public Company Reporting for Foreign Private Issuers [01:07:59]After completing this program, participants will understand the following with respect to Foreign Private Issuers:• The principal reports required to be filed with the SEC, including Form 20-F, Form 6-K and Schedule 13D/G;• The contents and timing of such reports; • Regulation FD and insider trading considerations for foreign private issuers;• The applicable corporate governance standards; and• The fiduciary duties of the board of directors. Peter Bariso, Erica HoganPresentation MaterialAccessing the U.S. Capital Markets - A Brief Overview for Foreign Private InvestorsPeter F. Bariso, Erica HoganOverview of Public Company Reporting for Foreign Private IssuersPeter F. Bariso, Erica Hogan Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 384357 384357 98 G4868 1:07:59 https://www.pli.edu/programs/securities-law-considerations-for-stock-buybacks/381569?tCode=WTC5_RSS01 Taken from the Web Program Recorded March 10, 2023 in New YorkSecurities Law Considerations for Stock Buybacks [01:03:07]10:30 Securities Law Considerations for Stock BuybacksAfter completing this session, participants will be able to:             ·      Recognize the reasons for share repurchases·      Gain insights on the methods of repurchasing shares·      Identify current disclosure considerations·      Summarize the SEC’s proposed rules regarding disclosure of share repurchases·      Consider implications of new law regarding taxation of buybacks11:30AdjournPresentation MaterialSecurities Law Considerations for Stock BuybacksErica Hogan, Niral Shah Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 381569 381569 98 G4823 1:03:07 https://www.pli.edu/programs/litigation-readiness-for-attorneys-and-paralegals-a-roadmap-to-data-preservation-and-legal-holds/380544?tCode=WTC5_RSS01 Discovery Electronic discovery Litigation holds Taken from the Web Program Recorded February 23, 2023 in New YorkLitigation Readiness for Attorneys and Paralegals: A Roadmap to Data Preservation and Legal Holds [01:01:43]Designed for both attorneys and paralegals, this presentation will cover essential steps and practical tips for protecting your client’s data from inadvertent alteration or destruction. After completing this session, participants will be able to:             Employ proactive steps to safeguard client data for eventual collection, searching, review and production in the discovery process. Better understand the roles paralegals and attorneys play in litigation preparednessImplement best practices for handling legal holds on your next litigation matter Emily Bartkowicz, Elan Hersh Presentation Material Litigation Readiness: A Roadmap to Data Preservation and Legal HoldsEmily Bartkowicz, Elan Hersh Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 380544 380544 98 G4793 1:01:43 https://www.pli.edu/programs/overview-of-insider-trading-law-rule-10b5-1-trading-plans-and-blackout-periods/375166?tCode=WTC5_RSS01 Securities and other financial products Regulation, compliance, and enforcement (Securities and other financial products) Insider trading Taken from the Web Program Recorded December 13, 2022 in New YorkOverview of Insider Trading Law, Rule 10b5-1 Trading Plans and Blackout Periods [01:03:15]Overview of Insider Trading LawRule 10b5-1 Trading PlansInsider Trading Policies & Blackout Periods Erica Hogan, Niral Shah Presentation Material insider tradingErica Hogan, Niral Shahinsider trading handoutErica Hogan, Niral Shahinsider trading handout 2Erica Hogan, Niral Shah Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 375166 375166 98 G4769 1:03:15 https://www.pli.edu/programs/select-concepts-in-drafting-contracts-analyzing-ambiguities-and-contract-boilerplate/360890?tCode=WTC5_RSS01 Practice skills (Commercial law) Practice skills (Corporate law) Legal writing, drafting, and negotiation Taken from the Web Program Recorded July 28, 2022 in New YorkContract Drafting 1: The Basics [01:21:01]Participants will leave this program with a greater understanding of the importance of the following in drafting contracts: Preliminary Matters Legal Drafting vs. Conversation/Prose WritingThe Importance of LanguagePreferences in Contract DraftingPractical Considerations The Framework of a Contract PreambleRecitalsCategories of Contract Language Speaker: Vincent R. Martorana Presentation Material Contract Drafting 1: The BasicsVincent R. Martorana Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 360890 360890 98 G3706 1:21:43 https://www.pli.edu/programs/select-concepts-in-drafting-contracts-analyzing-ambiguities-and-contract-boilerplate/360891?tCode=WTC5_RSS01 Practice skills (Commercial law) Practice skills (Corporate law) Legal writing, drafting, and negotiation Taken from the Web Program Recorded July 28, 2022 in New YorkContract Drafting 2: Building on the Basics [01:32:27]Participants will leave this program with a greater understanding of the importance of the following in drafting contracts: More-Advanced Concepts Conditional LanguageLanguage of Exception and SubordinationThe Concept of “Deemed”References to Time“And”/“Or” Ambiguities Miscellaneous Signature PagesLegal Archaisms Speaker: Vincent R. Martorana   Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 360891 360891 98 G3706 1:33:09 https://www.pli.edu/programs/how-to-conduct-an-effective-international-discovery-in-the-constant-changing-world/355667?tCode=WTC5_RSS01 Information privacy (Cybersecurity and data protection) International law International litigation Discovery Electronic discovery Taken from the Web Program Recorded May 13, 2022 in New YorkHow to Conduct an Effective International Discovery (in the Constant-Changing World) [01:02:26]Discovery involving international disputes: learn how discovery can differ in different legal systems (common law vs. civil law) and depending on the type of case.Where is the target located? Why is this important?What type of information is typically sought by plaintiffs or the government? How should you handle these kinds of discovery requests?Examine the Mutual Legal Assistance Treaties between the U.S. and other jurisdictions and understand howKnow how to proceed when encountering eDiscovery considerations in international litigation: Data locationGDPR and other international privacy lawsCultural issuesCross-border considerations Emily Bartkowicz, Gabriela Menna Barreto Scanlon Presentation Material International Discovery: Applying U.S.C. 28 Section 1782 for International DiscoveryEmily Bartkowicz, Gabriela Menna Barreto Scanlon Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 355667 355667 98 G4614 1:03:08 https://www.pli.edu/programs/oh-no-i-messed-up-how-paralegals-can-handle-mistakes-in-a-psychologically-safe-way/348250?tCode=WTC5_RSS01 Professional development Career development Taken from the Web Program Recorded February 9, 2022 in New York“Oh No, I Messed Up:” How To Handle Mistakes In A Psychologically Safe Way [01:07:40]We will share the truth about mistakes (that will be made in work and life) and how they can be learning opportunities.Learn more about how to receive feedback and why we resist it.Review tips for how to handle mistakes in a psychologically safe way. Adam D. J. Balfour, Chinh Brown Presentation Material "Oh No, I Messed Up": How Paralegals Can Handle Mistakes in a Psychologically Safe WayAdam D.J. Balfour, Chinh Brown"Oh No, I Messed Up": How Paralegals Can Handle Mistakes in a Psychologically Safe WayAdam D.J. Balfour, Chinh Brown Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 348250 348250 98 G5255 1:08:22 https://www.pli.edu/programs/paralegal-legal-writing-skills-to-boost-your-career/330200?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 19, 2021 in New YorkParalegal Legal Writing Skills to Boost Your Career [01:02:12]A deep dive into the power of citations, how they relate to the substance of the caseHow should attorneys cite check a brief, and what are best practices for attorneys to communicate what they’re expecting?Examples of common mistakes with citations, and how to build workflows to ensure accuracyAn overview of tech tools for supervising attorneys and paralegals to help with legal writing and cite checkingWhat can attorneys learn when analyzing opposing counsel’s writing? How can paralegals help supervising attorneys respond?Actionable habits to improve your writing style Jacqueline G. Schafer Presentation Material Paralegal Legal Writing Skills to Boost Your CareerJacqueline G. Schafer Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 330200 330200 98 G4365 1:02:12 https://www.pli.edu/programs/ma-litigation-for-paralegals/332052?tCode=WTC5_RSS01 Taken from the Web Program Recorded May 24, 2021 in New YorkM&A Litigation for Paralegals [01:01:51]What is M&A litigation? What are common M&A litigation issues attorneys should be aware of?How do supervising attorneys work with paralegals in preparing for litigation? What should attorneys expect during M&A deals that can cause litigation?Why do these cases happen in the Delaware Chancery Court? How do attorneys appear before the Chancery Court, and why?What role do paralegals play in M&A litigation prep? Geoffrey R. Chepiga   Presentation Material M&A Litigation for ParalegalsGeoffrey R. Chepiga Practising Law Institute 1177 Avenue of the Americas New York NY 10036 USA (800)260-4PLI info@pli.edu 332052 332052 98 G4366 1:01:52