University of Texas School of Law
40th Annual
Corporate Counsel Institute
Dallas May 17-18, 2018 DoubleTree by Hilton Dallas Near the Galleria
$595 Individual  |  $645 after May 2
$565 Corporate Counsel Section Member  |  $615 after May 2
Live Webcast May 17-18, 2018
$545 Individual
PRESENTED BY
The University of Texas School of Law
The Corporate Counsel Section of the State Bar of Texas

EVENT SPONSOR
Bracewell LLP
Littler Mendelson P.C.

WEBCAST SPONSOR
Holland & Knight LLP

INSTITUTE SPONSORS
Akin Gump Strauss Hauer & Feld LLP
Alexander Dubose Jefferson & Townsend LLP
Beck Redden LLP
Langley & Banack, Inc.
Thompson Knight LLP

UT Law CLE

2018 Corporate Counsel Institute

Program Features
The 40th Annual Corporate Counsel Institute offers in-depth, practical discussions on legal issues for in-house counsel and outside counsel who represent companies of all sizes. The Institute is presented by the Corporate Counsel Section of the State Bar of Texas and The University of Texas School of Law.

Highlights include:
  • Discussion of Shareholder Activism and Hostile Activity, including tactics for activist defense, raid preparedness, board/corporate governance, and shareholder engagement.
  • Cybersecurity insight From the Mind of a Hacker, including a look into how to avoid being bait and what happens on the dark web.
  • Tips for preparing your corporate representative for their time in the witness chair, and tips for keeping your in-house counsel out of that same chair.
  • Analysis of Employee Ideology v. Company Values, with discussion of headline-making events that have put this collision of rights on the front page.
  • Updates on labor and employment law, including insight into the latest on Class Action Waivers and Arbitration Agreements with discussion of the fallout from the NRLB’s decision in D.R. Horton, Inc.
  • Best practices for board service, and analysis of Ethical Hazards That Confront In-House Counsel
  • Exploration of how diversity in the work place and effectively working with local counsel can improve your legal department and help you get better results in the boardroom and the courtroom.
Attendees will also receive a bonus eCourse after the Institute so they can meet their full 15.0/3.0 Texas MCLE requirement with one registration.

UT Law CLE

2018 Corporate Counsel Institute

4/26/18
Schedule

Thursday Morning, May 17, 2018

Presiding Officer:
Sylvia Ann Cardona, Langley & Banack, Inc. - San Antonio, TX

7:30 am

Dallas Only

Registration Opens

Includes continental breakfast. 

8:20 am
Welcoming Remarks

8:30 am

0.75 hr

Recent Developments in Labor and Employment Law

Get the latest updates in labor and employment law, including developments under the current administration.

Gary D. Eisenstat, Ogletree, Deakins, Nash, Smoak & Stewart, P.C. - Dallas, TX

9:15 am

0.75 hr

Employee Ideology v. Company Values

As mobile technology and media continue to evolve, individuals are increasingly able to express their personal beliefs to wider and wider audiences. Explore the practical and legal challenges presented when employees or agents express views that conflict with a company’s cultural values. Real world situations are discussed, including the events of Charlottesville, Virginia, the viral manifesto on women in technology written by an individual engineer, Colin Kaepernick, and the recently acknowledged pattern of intolerable behavior by powerful figures in entertainment, media, politics, and business. 

Jason Boulette, Boulette Golden & Marin L.L.P. - Austin, TX
Michael D. Marin, Boulette Golden & Marin L.L.P. - Austin, TX

10:00 am

0.50 hr

Class Action Waivers and Arbitration Agreements

Since the NLRB’s controversial decision in D.R. Horton, Inc., courts have grappled with whether class action waivers in arbitration agreements are unlawful, culminating in the issue reaching the U.S. Supreme Court. Examine the latest rulings, legislation, and trends affecting both class action waivers and employment arbitration agreements.

Ron Chapman Jr., Ogletree Deakins - Dallas, TX

10:30 am
Break

10:45 am

1.00 hr

Drafting Contract Clauses That Actually Help if Litigation Arises

"Tried and true clauses" and boilerplate language can create a false sense of comfort and lead to adverse results in litigation if not periodically updated or checked against recent case law. Investigate how to successfully negotiate changes and terms while avoiding common pitfalls that are ordinarily overlooked.

Sylvia Ann Cardona, Langley & Banack, Inc. - San Antonio, TX
Karla Pascarella, Peckar & Abramson, P.C. - Austin, TX

11:45 am

0.75 hr
0.25 hr ethics

Best Practices in Corporate Governance When Lawyers Serve on Boards

Professionals regularly share their expertise by serving on a variety of boards of directors. Hear how can you avoid potential conflicts and how can you promote the best interests of all those whom you serve.

Moderator:
Jeffrey J. Walker, Masergy Communications, Inc. - Plano, TX
Panelists:
Melinda H. Brunger, Andrews Kurth LLP - Houston, TX
Neel Lemon, Baker Botts - Dallas, TX

12:30 pm

Dallas Only

Pick Up Lunch

Included in registration. 

Thursday Afternoon, May 17, 2018

Presiding Officer:
Jeffrey J. Walker, Masergy Communications, Inc. - Plano, TX

LUNCHEON PRESENTATION

Thank You to Our Luncheon Sponsor
Bracewell LLP

12:50 pm

0.50 hr ethics

Pro Bono Opportunities for In-House Counsel

Pro bono work doesn't just serve the community. Explore ways to integrate pro bono service into your practice, and learn how it can benefit you as well. 

Marc E. Vockell, Dell Inc. - Round Rock, TX

 
1:20 pm
Break

1:35 pm

0.50 hr

Shareholder Activism and Hostile Activity

Study the state-of-the-art tactics for activist defense, raid preparedness, board/corporate governance, and shareholder engagement. Practical “lessons learned” from high profile defense situations (including Whole Foods) illustrate essential principles.

William Anderson, Evercore - New York, NY

2:05 pm

0.75 hr

Corporate Representative Depositions: From Train Wrecks to Clockwork

Hear the top 10 tips on what to do to more effectively work with your corporate representatives to make the experience both more tolerable for the witness and the results more palatable for counsel. Gain pointers from both the in-house and outside counsel perspectives that can demystify the preparation and help work towards a better result.

L. Brad Hancock, Holland & Knight LLP - Houston, TX
Victoria Heather Newman, TMX Finance Family of Companies - Savanah, GA
Materials By:
Jared L. Young, Holland & Knight LLP - Houston, TX

2:50 pm

0.50 hr

Pitfalls of Joint Ventures

Discuss key issues that parties encounter in structuring and then living with joint ventures.

John Goodgame, Akin Gump Strauss Hauer & Feld LLP - Houston, TX

3:20 pm
Break

3:30 pm

1.25 hrs
0.50 hr ethics

Litigation Management Start to Finish: Lessons Learned in Trial

Examine five key issues that corporate counsel should consider in the overall strategy for managing litigation, including the selection of local counsel, and the formulation and implementation of responsible corporate citizen policies in the era of increased corporate scrutiny.

Moderator:
Stephen F. Malouf, Malouf & Nockels LLP - Dallas, TX
Panelists:
Ophelia F. Camiña, Susman Godfrey, L.L.P. - Dallas, TX
E. Leon Carter, Carter Scholer PLLC - Dallas, TX
Hon. Bonnie Lee Goldstein, 44th Judicial District Court - Dallas, TX

4:45 pm
Adjourn

Friday Morning, May 18, 2018

Presiding Officer:
Chip Jones, Littler Mendelson P.C. - Dallas, TX

7:30 am

Dallas Only

Conference Room Opens

Includes continental breakfast.

8:30 am

1.00 hr

Natural Disasters: Lessons Learned

Gain tips for dealing with the legal and other challenges associated with disasters like Hurricane Harvey, including employee issues, force majeure, business continuity planning, recovery efforts, and maintaining good customer and public relations.

Moderator:
Geoff Gannaway, Beck Redden LLP - Houston, TX
Panelists:
Melinda Rich Harper, Mattress Firm - Houston, TX
Courtney B. Perez, Carter Scholer PLLC - Dallas, TX
Michael A. Rasmuson, Baker Hughes - Houston, TX

9:30 am

0.50 hr
0.25 hr ethics

Avoiding the Witness Chair: Maintaining Privilege as In-House Counsel

Examine case law and gain tips for addressing the challenge of serving as in-house counsel and maintaining the attorney-client privilege.

James Matthew Dow, Jackson Walker LLP - Austin, TX

10:00 am
Break

10:15 am

0.75 hr

Diversity in the Legal Department and Outside Firms

Learn how to design and build a diverse legal team–inside and out–to achieve superior advice and drive better business results.

Moderator:
Elena Villaseñor Sullivan, USAA - San Antonio, TX
Panelists:
Uchechi A. Demaske, USAA - San Antonio, TX
Jennifer Evans Morris, AT&T - Dallas, TX
John V. Trevino Jr., Mannatt, Phelps & Phillips, LLP - Costa Mesa, CA

11:00 am

0.75 hr
0.25 hr ethics

Multi-Firm Teams: Making Strategic Litigation Moves that Really Matter

Explore of the roles appellate lawyers can play before and during trial, with a particular emphasis on ways to streamline the cost while also improving the effectiveness of litigation.

Marcy Hogan Greer, Alexander Dubose Jefferson & Townsend LLP - Austin, TX
Roger D. Townsend, Alexander Dubose Jefferson & Townsend LLP - Houston, TX

11:45 am

Dallas Only

Pick Up Lunch

Included in registration. 

Friday Afternoon, May 18, 2018

Presiding Officer:
Stephen E. Stein, Thompson & Knight LLP - Dallas, TX

LUNCHEON PRESENTATION

12:05 pm

0.50 hr

Marketing on the Digital Platform

Discuss marketing trends and legal implications for advertising on digital and social channels including: influencer marketing and FTC compliance, digital rights and permissions, community management, and trends on mobile. 

Craig C. Carpenter, Thompson & Knight LLP - Dallas, TX
Caitlin Mitchell, The Richards Group - Dallas, TX

 
12:50 pm
Break

1:05 pm

1.00 hr

From the Mind of a Hacker

With cybercrimes dominating the news, how can you avoid making yourself an attractive or easy target? Hear from a former NSA intelligence officer with over 20 years of experience in information security and learn how to how to understand the mind of a hacker.

David J. Venable, Masergy Communications, Inc. - Plano, TX

2:05 pm

0.75 hr

Unwinding and Restructuring the Entity

Review the "nuts and bolts" of business reorganization and examine the hidden tax consequences you might not see coming.

Moderator:
Marc J. Krasney, PS Lightwave, Inc. - Houston, TX
Panelists:
Brandon Bloom, Thompson & Knight LLP - Dallas, TX
Bill McDonald, Thompson & Knight LLP - Houston, TX

2:50 pm
Break

3:00 pm

0.50 hr

Reps and Warranties Insurance

Once an obscure product, reps and warranties insurance is becoming an everyday component of many M&A deals. Learn how this increasingly prevalent way of allocating risk works, and how it can help in your next negotiation.

Sarah H. Mitchell, Vinson & Elkins LLP - Dallas, TX
Michael A. Saslaw, Vinson & Elkins LLP - Dallas, TX

3:30 pm

1.00 hr ethics

Ethical Hazards That Confront In-House Counsel

Corporate counsel are the primary counsel for the organization. If the actions of senior management threaten to substantially injure the corporation, what must counsel do? When is counsel required to become a whistleblower? Under what circumstances are counsel required to disclose their own errors? During this final hour of the institute, explore the most challenging ethical obligations of in-house counsel.
 

Sean Gorman, Bracewell LLP - Houston, TX

4:30 pm
Adjourn

UT Law CLE

2018 Corporate Counsel Institute

Faculty

Conference Faculty

William Anderson
Evercore
New York, NY
Brandon Bloom
Thompson & Knight LLP
Dallas, TX
Jason Boulette
Boulette Golden & Marin L.L.P.
Austin, TX
Melinda H. Brunger
Andrews Kurth LLP
Houston, TX
Ophelia F. Camiña
Susman Godfrey, L.L.P.
Dallas, TX
Sylvia Ann Cardona
Langley & Banack, Inc.
San Antonio, TX
Craig C. Carpenter
Thompson & Knight LLP
Dallas, TX
E. Leon Carter
Carter Scholer PLLC
Dallas, TX
Ron Chapman Jr.
Ogletree Deakins
Dallas, TX
Uchechi A. Demaske
USAA
San Antonio, TX
James Matthew Dow
Jackson Walker LLP
Austin, TX
Gary D. Eisenstat
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
Dallas, TX
Geoff Gannaway
Beck Redden LLP
Houston, TX
Hon. Bonnie Lee Goldstein
44th Judicial District Court
Dallas, TX
John Goodgame
Akin Gump Strauss Hauer & Feld LLP
Houston, TX
Sean Gorman
Bracewell LLP
Houston, TX
Marcy Hogan Greer
Alexander Dubose Jefferson & Townsend LLP
Austin, TX
L. Brad Hancock
Holland & Knight LLP
Houston, TX
Melinda Rich Harper
Mattress Firm
Houston, TX
Marc J. Krasney
PS Lightwave, Inc.
Houston, TX
Neel Lemon
Baker Botts
Dallas, TX
Stephen F. Malouf
Malouf & Nockels LLP
Dallas, TX
Michael D. Marin
Boulette Golden & Marin L.L.P.
Austin, TX
Bill McDonald
Thompson & Knight LLP
Houston, TX
Caitlin Mitchell
The Richards Group
Dallas, TX
Sarah H. Mitchell
Vinson & Elkins LLP
Dallas, TX
Jennifer Evans Morris
AT&T
Dallas, TX
Victoria Heather Newman
TMX Finance Family of Companies
Savanah, GA
Karla Pascarella
Peckar & Abramson, P.C.
Austin, TX
Courtney B. Perez
Carter Scholer PLLC
Dallas, TX
Michael A. Rasmuson
Baker Hughes
Houston, TX
Michael A. Saslaw
Vinson & Elkins LLP
Dallas, TX
Elena Villaseñor Sullivan
USAA
San Antonio, TX
Roger D. Townsend
Alexander Dubose Jefferson & Townsend LLP
Houston, TX
John V. Trevino Jr.
Mannatt, Phelps & Phillips, LLP
Costa Mesa, CA
David J. Venable
Masergy Communications, Inc.
Plano, TX
Marc E. Vockell
Dell Inc.
Round Rock, TX
Jeffrey J. Walker
Masergy Communications, Inc.
Plano, TX
Jared L. Young
Holland & Knight LLP
Houston, TX

Planning Committee

Jeffrey J. Walker—Co-Chair
Masergy Communications, Inc.
Plano, TX
Sylvia Ann Cardona—Co-Chair
Langley & Banack, Inc.
San Antonio, TX
Deborah Salzberg—Director
The University of Texas School of Law
Austin, TX
Aaron G. Carlson
Noble Energy, Inc.
Houston, TX
Alistair B. Dawson
Beck Redden LLP
Houston, TX
Gary D. Eisenstat
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
Dallas, TX
Sean Gorman
Bracewell LLP
Houston, TX
L. Brad Hancock
Holland & Knight LLP
Houston, TX
Chip Jones
Littler Mendelson P.C.
Dallas, TX
Marc J. Krasney
PS Lightwave, Inc.
Houston, TX
Michael D. Marin
Boulette Golden & Marin L.L.P.
Austin, TX
Jennifer Evans Morris
AT&T
Dallas, TX
Richard W. Rew II
Luminex Corporation
Austin, TX
Alma Reyes
Attorney at Law
Houston, TX
C. E. Rhodes
Baker Hughes Incorporated
Houston, TX
Clay B. Scheitzach
Conduent
Dallas, TX
Stephen E. Stein
Thompson & Knight LLP
Dallas, TX
Elena Villaseñor Sullivan
USAA
San Antonio, TX
Michele B. Thompson
Law Office of Michele B. Thompson
Austin, TX
Paul R. Tobias
Vinson & Elkins LLP
Austin, TX
Krystal Ziegler
Serenova
Austin, TX

UT Law CLE

2018 Corporate Counsel Institute

Credit Information

MCLE Credit

Texas
14.00 hrs  |  2.75 hrs Ethics
Additional Information
A Texas MCLE Reporting Form will be included in your course materials. Please complete and return to the registration desk and UT Law CLE will report credit on your behalf to the State Bar of Texas, or you can self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Attendance will be provided at the conference to keep for your records.  
California
14.00 hrs  |  2.75 hrs Ethics
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will maintain Attendance Records for four years.  
Louisiana – Expected
14.00 hrs  |  2.75 hrs Ethics
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. UT Law CLE will report credit on your behalf to the Supreme Court of Louisiana Continuing Legal Education Committee within 30 days after the conference. You will receive a Certificate of Attendance at the conference to keep for your records.
Oklahoma
17.00 hrs  |  3.50 hrs Ethics
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Other States
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state before taking the program to ensure it will qualify for self-reporting your credits.

Other Credit

TX Accounting CPE
16.80 hrs
Additional Information
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you will need to sign in on the Accounting CPE Record of Attendance form at the registration desk. You will receive a Texas Accounting Certificate of Completion at the conference for your records. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

MCLE Credit

Texas
14.00 hrs  |  2.75 hrs Ethics
Additional Information
UT Law CLE will report credit to the State Bar of Texas on your behalf. If you are claiming credit in the last week of your birth month, self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Completion will be emailed to you upon claiming credit.
California
14.00 hrs  |  2.75 hrs Ethics
Additional Information
Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. Print and keep the Certificate of Completion for your records. A Certificate of Completion will be emailed to you upon claiming credit.
Louisiana – Expected
14.00 hrs  |  2.75 hrs Ethics
Additional Information
To claim Louisiana MCLE credit, Louisiana credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Supreme Court of Louisiana Continuing Legal Education Committee within 30 days after the conference.
Oklahoma
17.00 hrs  |  3.50 hrs Ethics
Additional Information
The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.
Other States
14.00 hrs  |  2.75 hrs Ethics
Additional Information
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion .

MCLE credit is presented based on a 60-minute credit hour. 

Other Credit

TX Accounting CPE
16.80 hrs
Additional Information
The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and are presumptively approved by the Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

UT Law CLE

2018 Corporate Counsel Institute

Key Dates

Dallas

  • Last day for Individual early registration: May 2, 2018
    Add $50 for registrations received after this time
  • Last day for Corporate Counsel Section Member early registration: May 2, 2018
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): May 11, 2018
  • Last day for cancellation (partial refund): May 14, 2018
    $50 processing fee applied

Live Webcast

  • Last day for cancellation (full refund): May 11, 2018
  • Last day for cancellation (partial refund): May 14, 2018
    $50 processing fee applied

UT Law CLE

2018 Corporate Counsel Institute

Hotel / Venue

Dallas

DoubleTree by Hilton Dallas Near the Galleria

4099 Valley View Lane
Dallas, TX 75244
972-385-9000
Map

Accommodations

A block of rooms has been reserved for May 16, 2018 - May 18, 2018. The special room rate of $119 will be available until April 26th or until the group block is sold-out, whichever comes first. Make your reservation by calling 1-800-222-8733 and referring to the UT School of Law CLE Corporate Counsel Institute or by following this link: Reservations

Parking Information

Complimentary daily and overnight self-parking. 

UT Law CLE

2018 Corporate Counsel Institute

Sponsors