2020 Schedule

The 2020 Garrett and Corporate Counsel Virtual Institute is a virtual conference hosted by Northwestern Pritzker School of Law via 6Connex. Session times and speakers are subject to change.

Wednesday, September 23, 2020

9–9:15 a.m. CT - Welcome and Overview

Juliann Cecchi, Assistant Dean External Partnerships, Northwestern Pritzker School of Law, Chicago
Victoria L. Donati, Institute Chair, Corporate Counsel Institute; Senior Vice President, General Counsel, and Corporate Secretary, Crate & Barrel Holdings, Inc., Northbrook, IL
D. Mark McMillan, Institute Chair, Garrett Institute; K&L Gates LLP, Chicago

9:15–10:15 a.m. CT - The Evolving State of Corporate Responsibility

  • With an increasing that a unitary focus on company financial return serves neither shareholders nor other stakeholders, how can corporate leaders effectively balance profit and external impact in a market economy?
  • What strategies might boards employ that help their companies implement sustainable profitable business strategies that meet EESG standards and yet cohere with their legal duties? 
  • How can a focus on workers make corporations a positive force in redressing growing economic inequality and persistent racial inequality? 
  • Do the COVID health crisis, its economic fallout, and the movement for racial justice reflect the inadequacies of our financial and corporate system?

Leo E. Strine Jr., Wachtell, Lipton, Rosen & Katz and former Chief Justice of the Supreme Court of Delaware, New York City and Wilmington, DE

Rick Alexander, Founder, The Shareholder Commons, Wilmington, DE

10:15–10:30 a.m. CT - Break

10:30–11:30 a.m. CT - Corporate Governance and Investor Relations

  • Board composition issues -- diversity, legislative and activist initiatives, tenure and refreshment 
  • Evolution of the board self-evaluation process 
  • Navigating the "Alphabet Soup" of ESG disclosure requirements 
  • Telling the company's story and emerging stockholder engagement issues 
  • The evolving role of directors in shareholder engagement 
  • Unique aspects of engagement with "passive" index funds

Session Chair
Gregory C. Vogelsperger, Chief Counsel, Securities, Finance & Governance, The Boeing Company, Chicago

Robert M. Hayward, Institute Vice Chair, Garrett Institute; Kirkland & Ellis LLP, Chicago
Catherine Moyer, Vice President and Head of North America Stewardship, Northern Trust Asset Management, Chicago
Michael A. Smith, Director SRAM International and Chairman of the Board, Zebra Technologies Corporation, Chicago

11:30–11:45 a.m. CT - Break

11:45 a.m.–12:45 p.m. - After Signing: Getting to Closing and Beyond

  • Playing offense; how should targets be thought about post-COVID-19
  • Perspectives of acquirer and seller/target; how to protect relevant interests 
  • Shareholder engagement and activism in the M&A context 
  • National security review and the new CFIUS regulations 
  • Antitrust – integration planning, clearing key antitrust jurisdictions, and other considerations 
  • Persuing indemnification and transactional insurance claims 

Session Chair
Jennifer L. Keating, Mayer Brown LLP, Chicago

Katie Holahan, Associate General Counsel and Assistant Secretary, US Foods Inc., Rosemont, IL
Brandon Smith, Senior Vice President, General Counsel and Corporate Secretary, Tenneco Inc., Lake Forest, IL
Richard C. Witzel Jr., Skadden, Arps, Slate, Meagher & Flom LLP, Chicago

12:45–1:15 p.m. CT - Lunch Break

1:15–2:15 p.m. CT - Pro Bono Programs - Working Together to Give Back and Leverage Resources

Pro bono work (literally, work for the public good) is a critical tenet of the legal profession. It is the lynchpin of the privilege we are granted to practice law. Many have found that commitment difficult to honor as our careers progress and we move into in-house and management roles. This panel will show you that this does not have to be the case. That you can provide pro bono services in an impactful, fulfilling way, enhancing your skills, career, and community at the same time.

Session Chair
Victoria L. Donati

Elizabeth P. Lewis, McDermott Will & Emery, Chicago
Sarah M. Padgitt, Associate General Counsel, Baxter International Inc., Deerfield, IL
Melissa O. Picciola, Director of Volunteer Services, Volunteer Services Unit, Legal Aid Chicago, Chicago

Session has been submitted for Illinois Professionalism Credit, and for similar credit in other states as applicable.

2:15–2:30 p.m. CT - Break

2:30–3:30 p.m. CT - Moving from Diversity Talk to Action: How Law Firms and Legal Departments Can Address Systemic Racism

An interactive session that will help participants understand the benefits of racial diversity and provide concrete steps legal organizations and legal professionals can take to address and dismantle systemic racism within the legal profession. The session will address the ways that biases are built into our systems and processes, including in legal organizations, and the ways that these systemic biases impede creating and maintaining diverse, equitable, and inclusive environments. Participants will leave with concrete ways that they can begin to disrupt these systemic biases and an increased awareness that will allow them to look at the systems around them differently.

Shannon P. Bartlett, Associate Dean, Inclusion & Engagement, Northwestern Pritzker School of Law, Chicago
Destiny Peery, Principal, The Red Bee Group, Chicago

Session has been submitted for Illinois Professionalism (Diversity and Inclusion) Credit, and for similar credit in other states as applicable.

Thursday, September 24, 2020

9-10 a.m. CT - Coffee and Conversation: Practically Speaking: Investigating Liability and Quantifying Losses Through Use of Representations and Warranties Insurance

Sponsored and presented by:
Charles River Associates, Inc.

  • With a reported one in five insured deals resulting in a claim, how do I determine if there is a claim and what information and data should be retained to support a claim?
  • What factors do I need to consider in quantifying losses?
  • What is the claims process?  How long does this take?  What if there is a dispute with the carrier?

Session Moderator
Jordan Kraner, Principal, Charles River Associates, Chicago

Elisa Davis, Associate General Counsel and Assistant Secretary, Adtalem Global Education, Chicago
Thomas A. Marrinson, Partner, Reed Smith, Chicago
Ken Mathieu, Vice President, Charles River Associates, Chicago
Charulata J. Shah, Vice President, Hinduja Global Solutions, Chicago

10–11:30 a.m. CT - Post-COVID-19: Front-end Planning for a Crisis – What Do We Know Now?
10–11 a.m. CT - Moderated Panel
10–11:30 a.m. CT - Breakout Session

  • Best practices for executive leadership and planning in uncertain times
  • Preventing COVID-19 exposure to healthy students, student-employees, and high risk students in an academic setting. What are the rules?
  • CDC guidance, OSHA, and state executive orders – synergy or conflict?
  • Community-wide exposure or workplace/school exposure to COVID-19: how can you tell?
  • When faced with evolving COVID-19 guidance, what should you do?

Session Chair
Dr. Kenneth Petersen, Senior Vice President, Quality Assurance and Regulatory Affairs for OSI Group, LLC, Aurora, IL

Dr. Janna Kerins, Medical Director, Environmental Health, Chicago Department of Public Health, Chicago
Kathryn Montgomery Moran, Principal, Jackson Lewis P.C., Chicago
Z. Scott, Esq., President, Chicago State University, Chicago
Debra Zumwalt, Vice President and General Counsel, Stanford University, Stanford, CA

Breakout Moderators
Donna Coaxum, Senior Vice President, General Counsel and Secretary, OSI Group, LLC, Aurora, IL
Angelique David, Institute Vice Chair, Corporate Counsel Institute; Executive Managing Director, Chief Operating Officer and General Counsel, Ziegler, Chicago
Ernie Torain, Executive Vice President, General Counsel & Corporate Secretary, Huron Consulting Group, Chicago

11:30–11:45 a.m. CT - Break

11:45 a.m.–12:45 p.m. CT - Updates in Employment Law

  • General updates on hot topics
  • Recent developments in employee activism, inclusiveness initiatives, and workplace culture
  • COVID-19 return to work employment issues: workplace safety, accommodations, and privacy
  • Layoff and furlough blowback: WARN Act, disparate impact, and age discrimination issues
  • Work from home wage and hour issues: off the clock work, meal and rest breaks, refurbishment for home office expenses

Session Chair
Jeffrey Webb, Paul Hastings LLP, Los Angeles

Michelle L.C. Carpenter, Latham & Watkins LLP, Los Angeles
Marissa Ingley, Chief Counsel, Labor & Employment Law, Archer Daniels Midland, Chicago
Ami N. Wynne, Morgan, Lewis & Bockius LLP, Chicago

12:45–1:15 p.m. CT - Lunch Break

1:15–2:15 p.m. CT - Effective Communication Strategies for In-house Lawyers

  • How communication skills play a key role in becoming a "trusted advisor"
  • Develop and utilize outcome-based communication approaches: is your objective to inform, persuade, recommend, or ask?
  • How to effectively handle being the voice of bad news or downside risk: creating a balanced approach
  • Tailoring your communication to your audience: legal peers, business colleagues, executives or boards, and general employee population 
  • Lawyer communication traps-turning IRAC upside down 
  • Learning to speak through decks: the power of charts, graphs, and infographics 

Session Chair
Cristen Kogl, Senior Vice President, General Counsel and Corporate Secretary, Zebra Technologies Corp., Lincolnshire, IL

Colleen Batcheler, Executive Vice President, General Counsel and Corporate Secretary, Conagra Brands Inc., Chicago
Jim Ducayet, Sidley Austin LLP, Chicago
Jon Harris, Senior Vice President and Chief Communications Officer, Conagra Brands, Inc., Chicago
Stephanie Kneisler, Director of Business Communications, Zebra Technologies Corp, Lincolnshire, IL

2:15–2:30 p.m. CT - Break

2:30–3:30 p.m. CT - Current Developments at the SEC Division of Corporation Finance

William H. Hinman, Director, Washington, DC

Session Moderator
Keith F. Higgins, Ropes & Gray LLP, Boston

3:30–3:45 p.m. CT - Break

3:45–4:45 p.m. CT - Developments in Public Company Disclosure

  • Developments in COVID-19 disclosures
  • Executive compensation trends
  • M&A financial disclosure updates

Session Co-Chairs
Timothy J. Melton, Jones Day, Detroit/Chicago
Mark D. Wood, Katten Muchin Rosenman LLP, Chicago

Johnny Gharib, Senior Special Counsel to the Director, Division of Corporation Finance, SEC, Washington, DC
Charles Lee, Associate General Counsel - Head of Corporate, Redfin Corporation, Seattle

Friday, September 25, 2020

9-10 a.m. CT - Coffee and Conversation: PR for High-Stakes Litigation

Sponsored and presented by:
The Abernathy MacGregor Group, Inc.

In an increasingly viral world, the impact of high stakes litigation is less and less confined to the courtroom. The court of public opinion – often legally unsophisticated and quick to judge - can significantly damage a company's reputation and bottom line, and potentially influence legal and legislative outcomes. AMG, a leader in advising companies facing high stakes crises and litigation, will share war stories and discuss: Working to create efficiencies, predictability in fees, and improved quality of service.

  • Considerations for handling media and social media – when to respond and when to stay silent
  • How to minimize work disruption, preserve market valuation and mitigate reputational damage
  • Best practices for protecting privilege when retaining a communications firm

Ian Campbell, Vice Chairman, Abernathy MacGregor, Los Angeles
Nazan Riahei, Senior Vice President, Strategic Communications Counsel, Abernathy MacGregor, Los Angeles

10–11 a.m. CT - Collaboration as a Competitive Advantage: Process Improvement and Project Management Success Stories

  • Working to create efficiencies, predictability in fees, and improved quality of service 
  • A corporate perspective: what clients really want 
  • The rise of legal ops: the future is now 
  • Doing more for less

Catherine Alman MacDonagh, Founder, Legal Lean Sigma Institute LLC, Boston
Audrey Rubin, President, Rubin Solutions, Chicago

Session has been submitted for Illinois Professionalism Credit, and for similar credit in other states as applicable.

11:15–11:30 a.m. CT - Break

11:30 a.m.–12:30 p.m. CT - Mental Health and Well-Being Strategies for the Modern Legal Workplace

  • Legal employers need to think about well-being in a systemic way. Discover the specific steps the military and healthcare have taken to incorporate well-being systemically and the lessons the legal profession can apply
  • Learn about how the well-being movement intersects with your diversity and inclusion initiatives
  • Well-being is a broad term and topics like burnout prevention, resilience, psychological safety, belonging, and more will be discussed along with simple strategies and frameworks to help you advance the well-being conversation at your workplace

Paula Davis-Laack, Founder, Stress & Resilience Institute, Milwaukee

Session Moderator
Elena Kraus, Senior Vice President & General Counsel, Walgreens Co., Deerfield, IL

Session has been submitted for Illinois Professional Responsibility (Mental Health) Credit, and for similar credit in other states as applicable.

12:30–1 p.m. CT - Lunch Break

1–2 p.m. - What Lawyers Need to Understand About Data

  • Data as a source of risk
  • Differences between privacy and security, and the relevance to business and to a regulator 
  • How data is created, collected, and stored
  • Uncovering data privacy and cyber issues in diligence 
  • Data as an asset
  • Commercialization and valuation
  • Ownership and other diligence

Session Chair
Daniel L. Farris, K&L Gates LLP, Chicago

Andrew B. Cripe, Polsinelli PC, Chicago
Joseph Miller, General Counsel, Big Ass Fans, Lexington, KY
Shaila Ruparel, Associate General Counsel, II-VI Inc., Sunnyvale, CA
Heather Schroder, Director, Senior Legal Counsel, Team Leader - Corporate and M&A, Robert Bosch LLC, Detroit

Session has been submitted for Illinois Professional Responsibility Professionalism Credit, and for similar credit in other states as applicable.

2–2:15 p.m. CT - Break

2:15–3:15 p.m. CT - Ethical Issues for Lawyers Working Remotely

Working remotely during the COVID-19 pandemic increasingly requires lawyers to rely on various forms of technology to communicate with colleagues, clients, courts and opposing counsel. It also creates challenges for lawyers who must meet family demands while working at home, those who struggle while working in isolation, and those who develop health conditions while working remotely. Ethical issues abound. This session will address such topics as a lawyer's duties to:

  • Maintain competence
  • Protect client communications
  • Supervise others
  • Employ reasonable cybersecurity measures
  • Avoid the unauthorized practice of law

Using the ABA's Model Rules of Professional Conduct, this session will provide guidance on how lawyers can fulfill their ethical obligations regardless of their "office" location.

Session Chair
Michael C. Schmidt, Cozen O'Connor, New York City

Cathi Hunt, Vice President and Associate General Counsel, Labor & Employment and Litigation, Vontier Corporation, Seattle
George L. Washington Jr., Head of Litigation for the Americas, Orange Business Services, Oak Hill, VA

Session has been submitted for Illinois Ethics Credit, and for similar credit in other states as applicable.

3:15 p.m. CT - Institute Concludes