University of Texas School of Law

eCourse

Answer Bar: 2020 Corporate Counsel Essentials and Hot Topics

Contains material from Jun 2018 to Mar 2020

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Session 1: In-House Counsel Panel: Effective Relationships Between In-House and Outside Counsel - Best practices for establishing and maintaining a healthy relationship between in-house and outside counsel, including effective communications, working with business leaders and inventors, establishing working procedures, activities beyond the business relationship, creating unique service offerings, and relevant ethical issues.

Session 2: COVID-19 Financial Risk Mitigation Tools - A primer on how companies can protect themselves from the financial consequences of COVID-19 through the strategic use of insurance and force majeure clauses. 

Session 3: Conducting a Risk Assessment - Following the DOJ’s 2019 guidance on the evaluation of corporate compliance programs, what's changed? How do you ensure your process is effective? And what are the key steps and best practices for an effective risk assessment process?

Session 4: Cybersecurity Insurance - Examine key insurance provisions and hear thoughts on evolving exposures impacting privacy and cyber insurance. 

Session 5: New Kids on the Block: State-of-the-Art New(ish) M&A Clauses That You Need to Know - In the always-evolving M&A market, it’s critical that counsel be up-to-speed on the latest deal provisions for buyers and sellers. Hear from seasoned practitioners on the key clauses that savvy dealmakers are including in their agreements to avoid pitfalls and give their clients the edge.

Session 6: Revenge of the Sea Squirts: More Glenn West on Encrusted M&A Boilerplate - The need to understand and appropriately modify “standard” M&A boilerplate to fit your deal cannot be over emphasized. Glenn West builds on last year’s presentation and adds additional examples of the problems that unexamined/encrusted boilerplate can create in potentially undoing the specifically negotiated provisions of your deal.

Session 7: Overview: Implementing Blockchain Solutions The panel discusses a business approach to blockchain and how and where this technology is being implemented today; the legal, fiduciary and regulatory issues in drafting legal contracts into code; and blockchain from a cybersecurity perspective.

Session 8: Diversity and Inclusion Initiatives: A Priority and a Challenge - Developing diversity and inclusion initiatives is a growing priority for many companies and organizations. Gain strategies and advice in how to approach the creation and implementation of these initiatives, and how to avoid inadvertent Title VII violations or other legal liabilities.

Session 9: Age Discrimination: A New Kind of Generation Gap - The Age Discrimination in Employment Act (ADEA) just celebrated the 50th anniversary of its enactment. With an aging baby boomer population, employees working past traditional retirement age, and millennials moving into management positions—these issues are more important than ever. Discuss strategies for managing multi-generational workforces and preventing age discrimination claims.

Session 10: Whistleblower Issues and Best Practices An exploration of the myriad challenges posed for companies by whistleblowers, as well as viable strategies for successfully negotiating the difficult obstacles presented.

Session 11: Tailoring Internal Investigations to be More Efficient and Cost Effective - Discuss the latest technology and techniques that are being employed for conducting efficient and effective internal investigations.

Session 12: Outsourcing Legal Work What kinds of legal services can you outsource? How do you go about it and how do you effectively protect client confidences when you do? This presentation explores three areas: core legal services (legal research, deposition summaries, drafting, etc.), support services (bookkeeping, website development, HR, etc.) and ancillary services (tenant representatives, retirement plan implementation, or other professional services for one-off-projects).

Session 13: The Company in Crisis: Talking to Investors, Regulators and the Media - Best practices for crisis preparation, planning, and how to disclose and communicate after a crisis event. Address strategies for dealing with the media, investors, and the public then discuss the legal requirements and the strategic considerations in making disclosures in company filings.

Session 14: Representation of Multiple Parties: Ethical and Practical Considerations - Examine the advantages and disadvantages of using pool counsel in internal investigations, including the impact of joint representation, whether the various clients' interests are sufficiently aligned, the types of agreements entered with the company, the logistics of the engagement, consequences of one client being charged or cooperating, and managing client information to avoid potential cross-contamination.

Session 15: Ephemeral Data and Other Emerging Technology In cybersecurity, staying on pace with current technology, issues, and approaches is a step behind. Practitioners must remain ahead of what is current, or else they will find themselves obsolete, commoditized, outside best practice, or a victim of a cyber incident or crisis. Take a look ahead with thought leadership and awareness around emerging, nascent, or predicted cyber technologies, approaches, threats, challenges, and applications such as transactional due diligence, ephemeral data, incident response, smart cities, alternative commerce and banking, identification, contracting, connected devices, artificial intelligence, risk transfer, data analytics, ethical and privacy concerns, IoT, industrial controls, and connectivity.

Session 16: Wellness and Well-Being: Ethical and Professionalism Implications Identify current life challenges facing lawyers, the professional responsibility and professionalism issues raised by lawyer impairment, and current efforts by the organized bar and legal employers to address issues of lawyer wellness and well-being.
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Total Credit Hours:
15.50 | 3.75 ethics     Credit Info

TX MCLE credit expires: 4/30/2021

Includes: Video Audio Paper Slides

$525  

Preview Sessions
Credit Hours
1. In-House Counsel Panel (Dec 2019)

Ann LaFeir, Michele Connors, Lauren B. Hoffer, Darin M. Klemchuk, William Allen Powell

1.00 0.50 0.00 1.00 | 0.50 ethics  

Preview Session Materials

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for offline use.

Video (mp4) 61 mins
Audio (mp3) 61 mins
Slides (pdf) 4 pgs

SESSION 1 — 61 mins, credit 1.00 | 0.50 ethics

Session 1:

In-House Counsel Panel (Dec 2019)

Best practices for establishing and maintaining a healthy relationship between in-house and outside counsel, including effective communications, working with business leaders and inventors, establishing working procedures, activities beyond the business relationship, creating unique service offerings, and relevant ethical issues.

Originally presented at: Nov 2019 Advanced Patent Law Institute

Ann LaFeir, USAA - San Antonio, TX
Michele Connors, Cirrus Logic, Inc. - Austin, TX
Lauren B. Hoffer, Dell - Round Rock, TX
Darin M. Klemchuk, Klemchuk LLP - Dallas, TX
William Allen Powell, Fletcher Yoder, P.C. - Houston, TX

2. COVID-19 Financial Risk Mitigation Tools (Mar 2020)

Leslie C. Thorne

1.00 0.00 0.00 1.00  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 54 mins
Slides (pdf) 7 pgs

SESSION 2 — 54 mins, credit 1.00

Session 2:

COVID-19 Financial Risk Mitigation Tools (Mar 2020)

A primer on how companies can protect themselves from the financial consequences of COVID-19 through the strategic use of insurance and force majeure clauses.

Originally presented at: Mar 2020 COVID-19 Financial Risk Mitigation Tools

Leslie C. Thorne, Haynes and Boone, LLP - Austin, TX

3. Conducting a Risk Assessment (Jul 2019)

Ryan D. McConnell, Meagan Baker, Brent McDaniel, Krissy Turner

1.50 0.00 0.00 1.50  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 74 mins
Slides (pdf) 9 pgs

SESSION 3 — 74 mins, credit 1.50

Session 3:

Conducting a Risk Assessment (Jul 2019)

Following the DOJ’s 2019 guidance on the evaluation of corporate compliance programs, what's changed? How do you ensure your process is effective? And what are the key steps and best practices for an effective risk assessment process?

Originally presented at: Jul 2019 Conducting a Risk Assessment

Ryan D. McConnell, R. McConnell Group PLLC - Houston, TX
Meagan Baker, R. McConnell Group PLLC - Houston, TX
Brent McDaniel, KPMG LLP - Dallas, TX
Krissy Turner, Xandr, an AT&T company - New York, NY

4. Cybersecurity Insurance (Aug 2019)

Rebecca S. Pearson, Leslie C. Thorne

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 48 mins
Audio (mp3) 47 mins
Slides (pdf) 12 pgs

SESSION 4 — 48 mins, credit 0.75

Session 4:

Cybersecurity Insurance (Aug 2019)

Examine key insurance provisions and hear thoughts on evolving exposures impacting privacy and cyber insurance.

Originally presented at: Jul 2019 Essential Cybersecurity Law

Rebecca S. Pearson, Willis Towers Watson - San Francisco, CA
Leslie C. Thorne, Haynes and Boone, LLP - Austin, TX

5. New Kids on the Block: State-of-the-Art New(ish) M&A Clauses That You Need to Know (Oct 2019)

Rita-Anne O'Neill, Samantha Hale Crispin, Robert R. Kibby, Robert B. Little, Michael G. O'Bryan

1.00 0.00 0.00 1.00  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 62 mins
Audio (mp3) 62 mins
Slides (pdf) 31 pgs

SESSION 5 — 62 mins, credit 1.00

Session 5:

New Kids on the Block: State-of-the-Art New(ish) M&A Clauses That You Need to Know (Oct 2019)

In the always-evolving M&A market, it’s critical that counsel be up-to-speed on the latest deal provisions for buyers and sellers. Hear from seasoned practitioners on the key clauses that savvy dealmakers are including in their agreements to avoid pitfalls and give their clients the edge.

Originally presented at: Oct 2019 Mergers and Acquisitions Institute

Rita-Anne O'Neill, Sullivan & Cromwell LLP - Los Angeles, CA
Samantha Hale Crispin, Baker Botts L.L.P. - Dallas, TX
Robert R. Kibby, Munsch Hardt Kopf & Harr, P.C. - Dallas, TX
Robert B. Little, Gibson, Dunn & Crutcher LLP - Dallas, TX
Michael G. O'Bryan, Morrison & Foerster LLP - San Francisco, CA

6. Revenge of the Sea Squirts: More Glenn West on Encrusted M&A Boilerplate (Nov 2019)

Glenn D. West

1.00 0.00 0.00 1.00  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 54 mins
Audio (mp3) 54 mins
Slides (pdf) 25 pgs

SESSION 6 — 54 mins, credit 1.00

Session 6:

Revenge of the Sea Squirts: More Glenn West on Encrusted M&A Boilerplate (Nov 2019)

The need to understand and appropriately modify “standard” M&A boilerplate to fit your deal cannot be over emphasized. Glenn West builds on last year’s presentation and adds additional examples of the problems that unexamined/encrusted boilerplate can create in potentially undoing the specifically negotiated provisions of your deal.

Originally presented at: Oct 2019 Mergers and Acquisitions Institute

Glenn D. West, Weil, Gotshal & Manges LLP - Dallas, TX

7. Overview: Implementing Blockchain Solutions (Aug 2019)

Audrey Rauscher, Lacey Shrum, Sean M. Whyte

1.00 0.00 0.00 1.00  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 58 mins
Audio (mp3) 58 mins
Slides (pdf) 7 pgs

SESSION 7 — 58 mins, credit 1.00

Session 7:

Overview: Implementing Blockchain Solutions (Aug 2019)

The panel discusses a business approach to blockchain and how and where this technology is being implemented today; the legal, fiduciary and regulatory issues in drafting legal contracts into code; and blockchain from a cybersecurity perspective. 

Originally presented at: Jul 2019 Essential Cybersecurity Law

Audrey Rauscher, Norton Rose Fulbright - Austin, TX
Lacey Shrum, Vela Wood and Smart Kx - Dallas, TX
Sean M. Whyte, Frost Brown Todd - Dallas, TX

8. Diversity and Inclusion Initiatives: A Priority and Challenge (Mar 2019)

Shafeeqa W. Giarratani

1.00 0.00 0.00 1.00  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 59 mins
Slides (pdf) 16 pgs

SESSION 8 — 59 mins, credit 1.00

Session 8:

Diversity and Inclusion Initiatives: A Priority and Challenge (Mar 2019)

Developing diversity and inclusion initiatives is a growing priority for many companies and organizations. Gain strategies and advice in how to approach the creation and implementation of these initiatives, and how to avoid inadvertent Title VII violations or other legal liabilities.

Originally presented at: Mar 2019 Diversity and Inclusion Initiatives: A Priority and Challenge

Shafeeqa W. Giarratani, Ogletree, Deakins, Nash, Smoak & Stewart, P.C. - Austin, TX

9. Age Discrimination: A New Kind of Generation Gap (Jun 2019)

Katrina Grider

0.50 0.00 0.00 0.50  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 29 mins
Audio (mp3) 29 mins
Slides (pdf) 9 pgs

SESSION 9 — 29 mins, credit 0.50

Session 9:

Age Discrimination: A New Kind of Generation Gap (Jun 2019)

The Age Discrimination in Employment Act (ADEA) just celebrated the 50th anniversary of its enactment. With an aging baby boomer population, employees working past traditional retirement age, and millennials moving into management positions—these issues are more important than ever. Discuss strategies for managing multi-generational workforces and preventing age discrimination claims.

Originally presented at: May 2019 Labor and Employment Law Conference

Katrina Grider, Ogletree, Deakins, Nash, Smoak & Stewart, P.C. - Houston, TX

10. Whistleblower Issues and Best Practices (Oct 2019)

Jordan A. Thomas, Michael Jackman, Emily Pasquinelli

1.00 0.25 0.00 1.00 | 0.25 ethics  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 54 mins
Audio (mp3) 54 mins
Paper (pdf) 119 pgs

SESSION 10 — 54 mins, credit 1.00 | 0.25 ethics

Session 10:

Whistleblower Issues and Best Practices (Oct 2019)

An exploration of the myriad challenges posed for companies by whistleblowers, as well as viable strategies for successfully negotiating the difficult obstacles presented.

Originally presented at: Sep 2019 Government Enforcement Institute

Jordan A. Thomas, Partner, Labaton Sucharow LLP - New York, NY
Michael Jackman, Director, Corporate Inquiries & Hotline / Compliance Counsel, Flowserve Corporation - Irving, TX
Emily Pasquinelli, Deputy Chief of the Office of the Whistleblower, U.S. Securities & Exchange Commission

11. Tailoring Internal Investigations to be More Efficient and Cost Effective (Oct 2019)

Todd C. Ranta, Fredric (Rick) Firestone, Brad Mroski, Leonard C. Sherer, Ivan Velez-Leon

1.00 0.25 0.00 1.00 | 0.25 ethics  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 54 mins
Audio (mp3) 54 mins
Slides (pdf) 19 pgs

SESSION 11 — 54 mins, credit 1.00 | 0.25 ethics

Session 11:

Tailoring Internal Investigations to be More Efficient and Cost Effective (Oct 2019)

Discuss the latest technology and techniques that are being employed for conducting efficient and effective internal investigations.

Originally presented at: Sep 2019 Government Enforcement Institute

Todd C. Ranta, Partner, PwC - Dallas, TX
Fredric (Rick) Firestone, Partner, McDermott Will & Emery - Washington, DC
Brad Mroski, Managing Director, AlixPartners - Dallas, TX
Leonard C. Sherer, Vice President - Law, Labor and Employment, Union Pacific - Omaha, NE
Ivan Velez-Leon, Managing Director, Forensic Services, KPMG LLP - Miami, FL

12. Outsourcing Legal Work (Jun 2018)

Rocky Dhir

1.00 0.25 0.00 1.00 | 0.25 ethics  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 61 mins
Paper
Part 1 – 6 pgs
Part 2 – 18 pgs
Part 3 – 4 pgs
(pdf)
Slides (pdf) 5 pgs

SESSION 12 — 61 mins, credit 1.00 | 0.25 ethics

Session 12:

Outsourcing Legal Work (Jun 2018)

What kinds of legal services can you outsource? How do you go about it and how do you effectively protect client confidences when you do? This presentation explores three areas: core legal services (legal research, deposition summaries, drafting, etc.), support services (bookkeeping, website development, HR, etc.) and ancillary services (tenant representatives, retirement plan implementation, or other professional services for one-off-projects).

Originally presented at: Jun 2018 Outsourcing Legal Work

Rocky Dhir, Atlas Legal Research, LP - Irving, TX

13. The Company in Crisis: Talking to Investors, Regulators and the Media (Oct 2019)

Kit Addleman, Erik Hotmire, Ira H. Raphaelson, Sarah R. Teachout

1.00 0.50 0.00 1.00 | 0.50 ethics  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 60 mins
Audio (mp3) 60 mins
Paper (pdf) 12 pgs
Slides (pdf) 12 pgs

SESSION 13 — 60 mins, credit 1.00 | 0.50 ethics

Session 13:

The Company in Crisis: Talking to Investors, Regulators and the Media (Oct 2019)

Best practices for crisis preparation, planning, and how to disclose and communicate after a crisis event. Address strategies for dealing with the media, investors, and the public then discuss the legal requirements and the strategic considerations in making disclosures in company filings.

Originally presented at: Sep 2019 Government Enforcement Institute

Kit Addleman, Partner, Haynes and Boone, LLP - Dallas, TX
Erik Hotmire, Former Senior Advisor to the Chairman, U.S. Securities and Exchange Commission - Washington, DC
Ira H. Raphaelson, Senior Counsel, White & Case LLP - Washington, DC
Sarah R. Teachout, Sr. Vice President and Chief Legal Officer, Trinity Industries - Dallas, TX

14. Representation of Multiple Parties: Ethical and Practical Considerations (Oct 2019)

Amy Jeffress, Jennifer Z. Belveal, Patrick K. Craine, Matthew G. Nielsen

1.00 1.00 0.00 1.00 | 1.00 ethics  

Preview Session Materials

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for offline use.

Video (mp4) 56 mins
Audio (mp3) 56 mins
Paper (pdf) 31 pgs

SESSION 14 — 56 mins, credit 1.00 | 1.00 ethics

Session 14:

Representation of Multiple Parties: Ethical and Practical Considerations (Oct 2019)

Examine the advantages and disadvantages of using pool counsel in internal investigations, including the impact of joint representation, whether the various clients' interests are sufficiently aligned, the types of agreements entered with the company, the logistics of the engagement, consequences of one client being charged or cooperating, and managing client information to avoid potential cross-contamination.

Originally presented at: Sep 2019 Government Enforcement Institute

Amy Jeffress, Partner, Arnold & Porter LLP - Washington, DC
Jennifer Z. Belveal, Partner, Foley & Lardner LLP - Detroit, MI
Patrick K. Craine, General Counsel and Corporate Secretary, Gulfport Energy Corporation - Oklahoma City, OK
Matthew G. Nielsen, Partner, Bracewell LLP - Dallas, TX

15. Ephemeral Data and Other Emerging Technology (Aug 2019)

Jordan J. Herman, Chad M. Pinson

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 47 mins
Audio (mp3) 47 mins
Paper (pdf) 4 pgs
Paper (pdf) 7 pgs

SESSION 15 — 47 mins, credit 0.75

Session 15:

Ephemeral Data and Other Emerging Technology (Aug 2019)

In cybersecurity, staying on pace with current technology, issues, and approaches is a step behind. Practitioners must remain ahead of what is current, or else they will find themselves obsolete, commoditized, outside best practice, or a victim of a cyber incident or crisis. Take a look ahead with thought leadership and awareness around emerging, nascent, or predicted cyber technologies, approaches, threats, challenges, and applications such as transactional due diligence, ephemeral data, incident response, smart cities, alternative commerce and banking, identification, contracting, connected devices, artificial intelligence, risk transfer, data analytics, ethical and privacy concerns, IoT, industrial controls, and connectivity.

Originally presented at: Jul 2019 Essential Cybersecurity Law

Jordan J. Herman, Baker Botts L.L.P. - Austin, TX
Chad M. Pinson, Stroz Friedberg - Dallas, TX

16. Wellness and Well-Being: Ethical and Professionalism Implications (Apr 2019)

Andrew Demetriou

1.00 1.00 0.00 1.00 | 1.00 ethics  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 58 mins
Audio (mp3) 58 mins
Paper (pdf) 12 pgs
Slides (pdf) 10 pgs

SESSION 16 — 58 mins, credit 1.00 | 1.00 ethics

Session 16:

Wellness and Well-Being: Ethical and Professionalism Implications (Apr 2019)

Identify current life challenges facing lawyers, the professional responsibility and professionalism issues raised by lawyer impairment, and current efforts by the organized bar and legal employers to address issues of lawyer wellness and well-being.

Originally presented at: Mar 2019 Health Law Conference

Andrew Demetriou, Lamb & Kawakami LLP - Los Angeles, CA