2nd Annual Corporate Counsel Leadership Forum Developing Essential Business Skills for Corporate Leadership

Event Details

Nov 16, 2016

8:00AM - 5:00PM

New York, NY


As cost pressures mount on corporate legal departments to spend less and work more efficiently across the enterprise, the need for well-developed business skills and essential managerial techniques grows ever more imperative by the minute. Unfortunately, most general counsel—while trained in the law—have little if any formal instruction on the core business skill sets required to lead in today’s economic and political climate.

Join us as The Thomson Reuters Legal Executive Institute proudly announces the return of its highly popular forum for corporate counsel at all levels of an organization. Plan to attend and engage your peers in a practical, digestible, peer-driven summit where candid advice and collaboration rule supreme. Whether your organization consists of one office or many, our program will offer relevant advice to help you succeed in the near and far term.

Why You Should Attend

This conference offers peer-driven advice around running an efficient and cost-effective legal department.Our forum brings together a distinguished faculty of corporate counsel for timely conversations on how to master common business challenges and even the unexpected crisis in the workplace.No other forum offers the rigor and substantive content provided by the Thomson Reuters Legal Executive Institute. 

Who Should Attend

General Counsel, Deputy General Counsel, Associate General Counsel, Assistant General Counsel, Chief Legal Officer, Legal Operations Directors and Legal Operations Managers 

Event Co-Chair

Adam R. Kokas

Executive Vice President, General Counsel, Chief Human Resources Officer & Secretary, Atlas Air

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Event Details

Wednesday, Nov 16

8:00 AM
Registration and Continental Breakfast
9:00 AM
Opening Remarks
9:15 AM
Mission Critical: The Role of the General Counsel in Managing Corporate Relations and Public Opinion

The role of general counsel entails a number of responsibilities, including advisor to the board or senior management and counsel in times of crisis. A shrewd advisor understands that corporate communications affect how the general public perceives an organization—including, of course, how regulatory bodies or potential investors view the company’s short and long-term health. This opening conversation outlines several key strategies for protecting the company under trying circumstances and restoring order in the court of public opinion.

Juda Engelmayer, Senior Vice President, 5W

Michael Brizel, Executive Vice President & General Counsel, FreshDirect
Jonathan Brennan, Managing Director and Associate General Counsel, Bank of America
Justin Connor, Director of Chief Legal Officer Services, Association of Corporate Counsel
Michael D. Fricklas, Executive Vice President, General Counsel & Secretary, Viacom Inc.

10:15 AM
10:30 AM
The Company We Keep: General Counsels, Vendor Management & Third Party Liability (Breakout)

With an ever-growing array of third party contracts in place at many corporate legal departments, keeping tabs on the direction and ethical standards of these relationships can become, at times, quite arduous.  Getting a better grasp on who you work with and how they work on your behalf is crucial when considering a number of potentially devastating liabilities, including data privacy, conflicts of interest and more. This panel will examine how to achieve better insight into the policies and processes of one’s business partners. Attendees will develop a thorough understanding of how best to ensure that third-party entities comply with a given organization’s policies and procedures.

Mark A. Berman, Esq. Partner, Ganfer & Shore

Wayne Kaufman, Vice President & Senior Counsel, ORBCOMM, Inc.
Sophia Lee, General Counsel, IEX Group, Inc.
Brandon Spurlock, Senior Vice President, Operations &Client Relations, Strategic Legal Solutions
Kimberly Williams, Founder, RedShift Legal, Inc.

Beyond Borders: Building Strategic Outsourcing Initiatives from the General Counsel's Office (Breakout)

Outsourcing has become a key business strategy for corporate legal departments. In addition to cutting costs and improving overall organizational efficiency, legal process outsourcing has helped catalyze the potential of both large and small departments to be more fully integrated in the enterprise. How does one begin formally strategizing a strategic legal outsourcing initiative? What steps are required for a given organization to maximize the strategic value of LPOs?

David Obarowski, Chief Strategy Officer, Business Process Services, IBM

Nadia Dombrowski, SVP & General Counsel, Community Federal Savings Bank
Michael Sonsteng, Head – Legal Process Outsourcing, Infosys BPO
Arvind Vij, Managing Director and Associate General Counsel, J.P. Morgan

11:30 AM
12:30 PM
Opening Salvos: A General Counsel's Guide to Pricing Negotiations (Breakout)

The ability to engage law firms in pricing negotiations is an essential skill for legal department professionals and corporate counsel. Recognizing what is—or is not—on the table during negotiations can mean the difference between fair or one-sided agreements between parties. This session will focus on the changing nature of negotiations between law firms and legal departments as well as explore how outside forces may impact the development of an agreement. Our panel of experts will share their own experiences, both positive and negative, and will focus on techniques that work, strategic considerations and how exchanges around pricing between in-house and outside counsel can be beneficial for both parties.

Mark Haddad, Vice President, Customer & Channel Marketing, Thomson Reuters

Josette Grippo, Director of Strategic Pricing & Legal Project Management, Baker & Hostetler LLP
Mike Milazzo, Director of Strategy Pricing, Kelley Drye & Warren LLP
Bjarne Tellmann, Senior Vice President and General Counsel, Pearson PLC

Leading Change: General Counsel-Led Collaboration between Law Firms & Legal Departments (Breakout)

Though they certainly speak the same language, law firms and legal departments often operate in different worlds.  As frequently as they interact, it is sometimes difficult to get both to play together in a sandbox of transparency.  In this session participants will discover some of the most effective ways clients can engage their firms in sustained conversations around improved engagement outcomes, enhancing value and building more rewarding relationships.

Roger E. Barton, Managing Partner, Barton LLP

Eric Sarner, Associate General Counsel & Chief Litigation Counsel, Praxair,
Gary Kalbaugh, Deputy General Counsel and Director, ING Financial Markets
Fred Paulmann, Founder, The Counsel Management Group, LLC

1:30 PM
1:45 PM
Darkness Descends: The General Counsel's Role in Business Continuity Management

One of the sad realities of the “new normal” is the escalating specter of terrorism-related crises in the workplace. Though not exclusively tethered to data privacy concerns or security incidents, a business executive’s ability to manage unforeseen trauma is an essential (and largely unspoken) part of the modern day job description. This session offers timely and practical advice on how to handle the unforeseen at a moment of supreme hardship. Participants will walk away with a clear understanding of core tenets off business continuity management, as well as key techniques for coping with or better understanding terrorism’s ineffable vicissitudes.

Sean Murphy, CEO and President, Lootok, Ltd.

Peter Duda, Executive Vice President, Weber Shandwick
Joshua P. Galper, Co-Founder & Partner, Davis, Goldberg & Galper
Dan Liutikas, Chief Legal Officer, CompTIA
Serge Todorovich, General Counsel & Chief Compliance Officer, Prosiris Capital Management LP

2:45 PM
Afternoon Break
3:00 PM
The Long and Winding Road: Career Transitioning for the General Counsel

According to several recent studies, the average tenure of a US general
counsel is approximately seven years. During this period, the broad legal and business experience a given individual may acquire presents a unique—and potentially nebulous—path forward for new opportunities either within or outside the legal profession. This closing discussion examines how general counsel can prepare for the next step in their professional careers. Our seasoned
panel will discuss how, when, and where each participant elected to embark on an otherwise unconventional path forward from law school to the general counsel’s office and beyond.

Jan Anne Dubin, Principal, Jan Anne Dubin Consulting

Christopher Blum, Former General Counsel, AIG
Brian Burlant, Managing Director, In-House practice, Major, Lindsey & Africa LLC
Karen Gray, Human Resources Director – Americas, Christie’s
Marla Persky, President & Chief Executive Officer, WOMN LLC

4:00 PM
Networking Reception
Damien Atkins

General Counsel & Corporate Secretary, Panasonic USA

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Roger Barton

Managing Partner, Barton LLP

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Mark Berman

Partner, Ganfer & Shore, LLP

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Christopher Blum

Counsel, Sidley Austin LLP

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Jonathan Brennan

Managing Director & Associate General Counsel, Bank of America

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Michael Brizel

Executive Vice President & General Counsel, Fresh Direct, LLC

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Brian Burlant

Managing Director, In-House Practice Group, Major, Lindsey & Africa

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Justin Connor

Senior Counsel & Director of Chief Legal Officer Services, Association of Corporate Counsel

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Nadia Dombrowski

Senior Vice President & General Counsel, Community Federal Savings Bank

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Jan Anne Dubin

Jan Anne Dubin Consulting

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Peter Duda

Executive Vice President/Management Supervisor, Weber Shandwick

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Juda Engelmayer

Senior Vice President & Group Director, 5W Public Relations

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Michael D. Fricklas

Executive Vice President, General Counsel and Secretary, Viacom Inc.

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Joshua P. Galper

Founder & Partner, Davis Goldberg & Galper PLLC

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Karen Gray

Director of Human Resources - Americas, Christie’s Inc.

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Josette Grippo

Director of Strategic Pricing & Legal Project Management, Baker & Hostetler LLP

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Mark Haddad

Vice President, Corporate Segment, Thomson Reuters

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Gary E. Kalbaugh

Director & Associate General Counsel, ING Financial Markets

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Wayne Kaufman

Vice President & Senior Counsel, ORBCOMM Inc.

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Matthew Laws

Senior Director of Pricing & Legal Project Management, Crowell & Moring LLP

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Sophia Lee

General Counsel, IEX Group, Inc.

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Dan Liutikas

Managing Attorney, ITLA; Chief Legal Officer, CompTIA

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Mike Milazzo

Director of Strategic Pricing, Kelley Drye & Warren LLP

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Sean Murphy

Chief Executive Officer & President, Lootok

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David Obarowski

Chief Strategy Officer, Business Process Services, IBM

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Fred Paulmann

Founder, The Counsel Management Group, LLC

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Marla Persky

President & Chief Executive Officer, WOMN LLC

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Steven M. Rapp

Vice President & General Counsel, Unilever North America

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Eric Sarner

Associate General Counsel & Chief Litigation Counsel, Praxair, Inc.

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Michael Sonsteng

Head - Legal Process Outsourcing, Infosys BPO

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Brandon Spurlock

Senior Vice President, Operations & Client Relations, Strategic Legal Solutions

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Bjarne Philip Tellmann

Senior Vice President & General Counsel, Pearson PLC

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Serge Todorovich

General Counsel and Chief Compliance Officer, Prosiris Capital Management LP

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Arvind Vij

Managing Director & Associate General Counsel, JPMorgan Chase & Co.

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Kimberly Williams

Founder & Chief Executive Officer, RedShift Legal, Inc.

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Metropolitan Club New York

One East 60th Street (at 5th Avenue)
New York, NY 10022

Dress code:

Gentlemen are required to wear jackets and ties at all times (turtlenecks and ascots are not acceptable). Appropriate attire for ladies is dresses, skirts, dressy pant suits and business pant suits. Jeans, shorts, stirrup pants, leggings, stretch pants, tight pants, sweats and T-shirts are absolutely not acceptable. 


More Info

Nearby Hotels

The Pierre


The Plaza Hotel


Loews Regency New York


Chambers Hotel


The Lombardy


Renaissance New York


Sponsors of This Event