May 22 - 24, 2016
Trump International Beach Resort, Miami, Florida

Day 2 - May 23rd

07:15 - 08:00 Networking Breakfast

08:00 - 08:05 Chairperson's Opening Remarks

John Gilmore - Managing Partner, BarkerGilmore


John Gilmore

Managing Partner

We are convinced that the Department of Homeland Security’s mission will increasingly involve the cyber environment, from threats to national security to growing international criminal networks to challenges in global trade. Moreover, the practice of law is increasingly depending on the online environment, making it necessary that all attorneys have a solid understanding of how to secure sensitive information entrusted to us. Therefore, the Office of the General Counsel has embarked on an effort to expose all 2,000 attorneys to basic issues in cybersecurity and technology. Mr. Sutherland will explain the approach the Office of the General Counsel at DHS is taking, and lessons they have learned through this ambitious endeavor.


Daniel Sutherland

Associate General Counsel, National Protection and Programs Directorate
Department of Homeland Security

MasterClass B

09:00 - 09:50 Cost Predictability in eDiscovery: The New Normal Eric Gonzales - Senior VP of Global Legal Services, UnitedLex
In 2014, corporations reallocated approximately $1.1 billion from outside legal support to in-house operations to reduce costs. Learn how the “old way” of pricing the largest single litigation cost, eDiscovery, is being replaced by the “new normal” with a focus on total project cost, fixed fees and performance guarantees.

Eric Gonzales

Senior VP of Global Legal Services

Brainweave B

09:00 - 09:50 Managing the Beast: Controlling Litigation to Produce Results that Achieve Your Goals Cost Effectively Robert Waxman - Partner, Ervin Cohen & Jessup
This interactive session will provide general counsel with a litigator’s inside view of the tools necessary to control the litigation process from start to finish. It will allow you to effectively manage litigation and the lawyers that you use, rather than vice-versa. Key discussion points include:
  • Creative Use of Insurance to Control Risk and Reduce Costs
  • Structuring Deal Documents to Nip Claims in the Bud and Control the Environment
  • Selecting the Right Litigator: The skills that Matter
  • Using Budgets, Written Strategy Analysis and Reports as well as Personal Attendance to Make a Difference


Robert Waxman

Ervin Cohen & Jessup

09:50 - 10:15 Business Meetings

10:15 - 10:45 Business Meetings

10:45 - 11:00 Networking Break

11:00 - 11:50 The Most Important Assets in Your Organization: What CLO’s Need to Understand about Intellectual Property and Intangible Assets Today

Paul Adams - CEO, EverEdgeIP Global
David Magee - CEO, EverEdgeIP North America
In 1975 intangible assets accounted for 16% of corporate value, today it is over 80%. Never before have intangibles - confidential information, patents, brands, data, content, code and innovation - been as commercially critical, financially valuable or strategically fundamental to business strategy and bottom line performance.

Yet intangible assets and intellectual property remain a challenging area for CLOs today. Patents and trademark portfolios too often grow out of control, connecting intangible assets to specific business outcomes is challenging and intellectual property monetization is more difficult in practice than theory.

Join two of the world’s top intangible asset strategists as they examine three issues critical to CLO’s and intellectual property today:

  • Rationalizing IP spend to improve ROI: Intellectual property spend is notoriously inefficient: the USPTO’s own data shows 97% of patents never make any money. Patent and trademark portfolios frequently become significant and impenetrable cost-centers. Yet intellectual property can also be the “Rembrandt in the attic” that releases significant value. What can CLOs do to effectively rationalize intellectual property spend, improve efficiency and generate returns on historical investments in intellectual property?
  • Connecting innovation to bottom line reality: Instinctively we understand that innovation is a critical driver of company performance yet there is no causal relationship between R&D or intellectual property spend and stock price performance. Learn how the CLO plays a critical role in connecting R&D and intangible assets to tangible outcomes: to margins, market share and ultimately stock price.
  • Transfer Pricing: Over 60% of all international trade is in intra-company transfer payments, the majority of which are justified by intangible assets (management processes, brand, data, content and patents). Failing budgets are driving national governments to turn their attention to these arrangements. This topic will address what CLOs need to understand about managing intellectual property strategy in a changing transfer pricing environment


Paul Adams

EverEdgeIP Global


David Magee

EverEdgeIP North America

11:50 - 13:05 Lunch


13:05 - 14:10 Copyright Compliance at Work: How to Minimize Risk
New research reveals that content-sharing is up in the workplace, but copyright awareness isn't. Join Copyright Clearance Center to learn about steps every corporate counsel can take to minimize infringement risk while supporting employee collaboration.
  • What 3rd party intellectual property workers use and share and how frequently
  • Types of content uses that require rights-holder permission
  • Tips to simplify compliance


13:05 - 14:10 The General Counsel as Board Member in the Cyber Century Selena Loh LaCroix - Global Leader, Legal, Regulatory and Compliance Practice, Egon Zehnder
General Counsels are frequently called on to present to their Boards and advise them on key deliberations. However, it is still uncommon for GCs to sit on an outside board as a Non-Executive Director. In today’s world, where issues with heavy legal and regulatory content —from cybersecurity to data privacy to social media—become central to many organizations’ business strategy and challenge, the GC experience may be emerging as a realistic Board profile for the seasoned legal officer.

In this roundtable, Selena Loh LaCroix, global leader of the Legal, Regulatory and Compliance Practice at executive recruiting firm Egon Zehnder, will discuss how the role of the General Counsel has evolved from technical expert to member of the strategic executive leadership team, and how General Counsels can prepare for the next step in this evolution by positioning themselves as potential directors. She will draw on her experience consulting with boards on a range of issues to give a “board’s eye view” of how nominating committees identify, evaluate and select candidates and will provide insights into how General Counsels can prepare to be first-time board members.


Selena Loh LaCroix

Global Leader, Legal, Regulatory and Compliance Practice
Egon Zehnder

14:10 - 14:50 Addressing Climate Change and Preparing for the Future

Ethan Shenkman - Deputy General Counsel, Environmental Protection Agency
Climate change is an issue that affects us all, and challenges and opportunities loom on the horizon for industries across the private sector. Environmental Protection Agency (EPA) Deputy General Counsel Ethan Shenkman will discuss addressing climate change as an imperative at EPA and beyond. Mr. Shenkman will explain why this topic is a top EPA priority, outline the Agency’s key actions to mitigate climate change including the Clean Power Plan, and discuss climate adaptation considerations relevant to both government and private sector decision-making. Through a guided conversation, focused on the critical role of lawyers and legal offices, participants will discuss:
  • How is your legal office involved with strategic efforts at your company to adapt to global trends and changes on the horizon?
  • How can legal offices in agencies like EPA engage productively with in-house legal officers in the private sector?
  • How can chief legal officers counsel their companies in preparing for the impacts of climate change on global enterprises and turning challenges into opportunities?


Ethan Shenkman

Deputy General Counsel
Environmental Protection Agency

14:50 - 15:35 Building a World-Class Law Department

John Gilmore - Managing Partner, BarkerGilmore
BarkerGilmore has interviewed GCs, CEOs and board members across the US to determine what is required to build a world class law department and how to measure the value the department brings. The objective of the session is to reveal unique insights uncovered so each member of the audience can implement these best practices within their organization.

Discussion will include:
  • What is the meaning of World Class Law Department?
  • How do the CEO and Board evaluate and measure the performance of the General Counsel?
  • What does the expanded role of the GC look like?
  • How does the GC build a brand for the law department and what this means both internally and externally?


John Gilmore

Managing Partner

15:35 - 16:10 Business Meetings

16:10 - 16:40 Business Meetings

16:40 - 17:00 Refreshments & Coffee

This fun and interactive session will provide General Counsel the necessary materials and understanding to manage and provide a successful business and intellectual property strategy by bridging the gap between business theory and intellectual property frameworks. This hand-on session will provide interesting real world cases to illustrate concepts and strategies about how an organization can position itself in favorable in diverse and competitive environments. Take-aways will be as follows:

  • Tailoring Intellectual Property Strategy to Your Business
  • Understanding the Breadth of Patent Protection
  • Hands on Session Design Around Session
  • Understanding Voice of The Customer

Enrique Abarca

Assistant General Counsel, IP
Nabors Industries

In the 19th century, law departments were small and lawyers used quills and parchment. In the 20th century, law departments grew large and lawyers struggled to use computers. In the 21st century, the world may be entering The Fourth Industrial Revolution, but in law we are entering The Third Legal Practice Revolution. Computers will learn to work with humans. Technology will play a pervasive role in the delivery of legal services.

The Third Legal Practice Revolution centers on the seismic shift of lawyers moving from a labor-centric model of legal services to an augmented model of legal services. The Revolution starts by understanding the law department?s services as processes, disaggregating the processes, and starting the journey of continuous improvement. Next, simple technology replaces discrete tasks.

Finally, we move to augmentation. In this presentation, Ken Grady shows how to combine lean thinking with technology to create flexible, efficient and high quality legal services organizations built on a client-first model. Key takeaways include:

  • Moving from a labor-centric model to a client-centric model,
  • Incorporating technology with busting the budget, and
  • Making your client part of your technology strategy.


Kenneth Grady

Lean Law Evangelist, Adjunct Professor and Member, Legal RnD Faculty
Michigan State University College of Law

17:40 - 18:15 Business Meetings

18:15 - 18:45 Business Meetings

This panel conversation will provide an opportunity to discuss elements of successful diversity and inclusion programs/policies for the legal function, the value to business results in a global economy, risk management, innovation and creativity, personnel development and the bottom line.

Lee Cheng

Chief Legal Officer, SVP of Corporate Development and Corporate Secretary

Isabella Fu

Associate General Counsel


Fernando Garcia

General Counsel
Nissan Canada

19:30 - 21:30 Networking Dinner