2023 Corporate Counsel College Filing Information and CLE Materials



Filing Information

CLE Materials

Return to the 2023 Corporate Counsel College Attendee Page



Approximately 8.5 hours of CLE credit in 60-minute states and 10.2 hours of CLE credit in 50-minute states has been requested for accreditation from all mandatory continuing legal education jurisdictions where we had registrants as of March 29. Opening Remarks, Closing Remarks, the Keynote Speaker, the Luncheon, and Breaks are not available for CLE credit.

How to Obtain CLE Credit:

*You must sign-in on the attendance sheet onsite each morning of the meeting.*

Shortly after the program, you will receive an email from CEU Institute with a link to enter your state bar information and the programs you attended. Once complete, you will receive a Certificate of Attendance with this information and instructions on the reporting requirements for the state(s) where you are licensed. The online form does include a place to enter information regarding teaching credits, etc.

The link/portal will stay open for 3 WEEKS. You MUST complete the online form by May 19th to have your credits reported.

For any follow-up questions on CLE credits, please email the CEU Institute at rosters@ceuinstitute.net.

Thursday, April 27, 2023

8:30 - 9:45 a.m. (75 General Minutes)
To Have and To Hold: Strategies for Effective Legal Holds in the Era of Mixed-Media Communications and Use of Personal Devices

10:00 - 11:15 a.m. (75 General Minutes)
An Update on the Moving Target That is ESG

11:30 a.m. - 12:30 p.m. (60 General Minutes)
Staying Connected (and Compliant) With Your Workforce in a Remote (or Hybrid) World

2:30 - 3:45 p.m. (75 General Minutes)
To Speak or Not to Speak: How Companies Decide Whether to Take Stances on Hot-Button Political and Social Issues

4:00 - 5:15 p.m. (75 General Minutes)
Supreme Court Update: Looking Back and Moving Forward

Friday, April 28, 2023

8:15 - 9:30 a.m. (75 General Minutes)
Challenges and Strategies for Preserving Privilege When In-House Counsel Serves in a Dual Role with Business and Legal

9:45 - 11:00 a.m. (75 General Minutes)
Ending the Insanity: Emerging Trends in Bringing Mass Litigation to Finality



Below you will find the CLE schedule with materials for the 2023 Corporate Counsel College.

Under each CLE program description, CLE materials are listed. Please click each hyperlink to access that specific CLE material. If you have any issues accessing these materials, please contact Melisa Maisel Vanis, Director of Professional Development and Assistant Director of Meetings, at mmaisel@iadclaw.org or Ashley Hatfield, Director of Communications, at ahatfield@iadclaw.org.


7:30 - 8:15 a.m.

8:15 - 8:30 a.m.
Craig A. Thompson, Corporate Counsel College Dean, Venable LLP, Baltimore, MD USA
Mark R. Beebe, IADC President, Adams & Reese LLP, New Orleans, LA USA

8:30 - 9:45 a.m.
To Have and To Hold: Strategies for Effective Legal Holds in the Era of Mixed-Media Communications and Use of Personal Devices  (75 General Minutes)

What do Slack, Microsoft Teams, Telegram, Google Chat, Discord, WhatsApp, and WeChat all have in common? Today, someone in your organization is using one of these applications to send a communication that is relevant to future litigation. The modern pace of business requires instant dialogue across geographic borders and, in reality, far beyond corporate preferences to isolate business-related discussions to company-issued phones and email accounts. This panel will highlight best practices for the issuance of litigation holds that address this ever-evolving landscape of communication platforms. The panel will specifically address recent caselaw and regulatory guidance construing corporate obligations to preserve, collect, and produce evidence that was traditionally considered personal, underscore actionable steps to consider when collecting evidence from different applications, and accentuate proactive measures that reduce discovery costs and avoid sanctions. 

Moderator: Sherylle Francis, Universal Property and Casualty Ins. Co., Fort Lauderdale, FL USA
Panelists: Lawrence Briggi, Manager e-Discovery Legal Specialist Team, IBM, Armonk, NY USA; Christine Egner, Continental Tire the Americas, Fort Mill, SC USA; John Jablonski, Managing Partner, Gerber Ciano Kelly Brady LLP, Buffalo, NY USA


9:45 - 10:00 a.m.

10:00 - 11:15 a.m.
An Update on the Moving Target That is ESG (75 General Minutes)

This panel of ESG gurus will address top-trending ESG issues and share best practices as we await the new SEC Rules on Climate Change and the updated Green Guides. Tackling everything from ESG Communication Reporting to supply chain management while making sure your data collection and auditing can hold up and not subject the organization to greenwashing claims. Learn how to take a proactive approach to develop human capital strategies and incorporate environmental justice into your goals and targets while understanding what regulations and programs you need to watch here and abroad.    

Moderator: Heidi B. Friedman, Thompson Hine LLP, Cleveland, OH USA
Panelists: Michele Abraham, VP, Global Corporate Compliance & Ethics, Lineage, Novi, MI USA; Jillian Charles, Vice President & General Counsel, Honeywell, Charlotte, NC USA; Kim Yapchai, formerly SVP and Chief ESG Officer of Tenneco, St. Joseph, MI USA


11:15 - 11:30 a.m.

11:30 a.m. - 12:30 p.m.
Staying Connected (and Compliant) With Your Workforce in a Remote (or Hybrid) World (60 General Minutes)

Employees are the backbone of a company’s success. Conflicting employment laws are sometimes viewed as the bane of a company’s existence and, in the advent of a post-COVID world with more employers offering (or employees demanding) increased remote or hybrid options, it’s no wonder companies face a myriad of compliance, and cultural, issues. This panel will discuss the legal and practical realities of a hybrid or remote workplace, focusing on both traditional “legal” issues including ADA and FMLA compliance and the difficulties of employees located across the country (or the world) when laws often differ, as well as the practical challenges of managing employees in multiple locations, inclusion and equity issues which arise when managing a workforce that does not always work together, and maintaining a corporate culture that maximizes performance and retention of the company’s most valuable resource—employees. 

Moderator: Karen Glickstein, Jackson Lewis P.C., Overland Park, KS USA
Panelists: Latrice Lee, Senior Corporate Counsel, Alaska Airlines, Seattle, WA USA; Makila Scruggs, Deputy General Counsel - Labor and Employment, Trane Technologies, Davidson, NC USA  


12:30 - 1:30 p.m.

1:30 - 2:15 p.m.

2:15 - 2:30 p.m.

2:30 - 3:45 p.m.
To Speak or Not to Speak: How Companies Decide Whether to Take Stances on Hot-Button Political and Social Issues (75 General Minutes)

George Floyd. The January 6 attack on the Capitol. Gender equity. Voting rights. Abortion rights. Climate change. War in Ukraine. Corporations are increasingly pressured to take a stand on a growing list of political and social issues, many of which were once considered the exclusive province of government or political and social action groups. In this program, you will hear from a distinguished panel of corporate leaders as they discuss their process for determining whether and how to engage on potentially divisive political and social issues. Topics include:

  • How do companies determine which issues warrant comment? What factors/interests must be considered? 
  • What is the purpose of a corporation: to maximize shareholder value or to serve the public good? 
  • What are the risks of commenting—or, perhaps more importantly, not commenting?
  • Who makes the call? How is legal involved? 
  • How (and when) should the company’s position be communicated?
  • Personal Comment vs. Corporate Position: Can they be separated?

Moderator: Spencer H. Silverglate, Clarke Silverglate, P.A., Miami, FL USA
Panelists: Thomas J. Harris III, Cushman & Wakefield, Chicago, IL USA; Nancy Laben, Chief Legal Officer, Booz Allen, Washington, DC USA; Sheila Schiffman, General Counsel, Vitesco Technologies, Auburn Hills, MI USA


3:45 - 4:00 p.m.

4:00 - 5:15 p.m.
Supreme Court Update: Looking Back and Moving Forward (75 General Minutes)

The Supreme Court has been front and center in the last few years due to a number of important and landmark decisions. 2023 will likely be another attention-grabbing year for the court. Leading scholars and experts will discuss recent cases before the Supreme Court and explore the issues facing the Court in 2023 and possibly beyond. An all-star panel will explain the impact of these decisions (and non-decisions) on various industries, and field questions from audience members about the controversial and intriguing issues the Court will hear and important legal questions that seek answers.

Moderator: Craig A. Thompson, Venable LLP, Baltimore, MD USA
Panelists: Roman Martinez, Latham & Watkins LLP, Washington, DC USA; Taylor Meehan, Consovoy McCarthy PLLC, Arlington, VA USA; Christopher G. Michel, Quinn Emanuel Urquhart & Sullivan, LLP, Washington, DC USA; Erin Murphy, Clement & Murphy PLLC, Washington, DC USA


5:15 - 5:20 p.m.
Craig A. Thompson, Corporate Counsel College Dean, Venable LLP, Baltimore, MD USA
Mark R. Beebe, IADC President, Adams and Reese LLP, New Orleans, LA USA

5:30 - 6:30 p.m.


7:30 - 8:15 a.m.

8:15 - 9:30 a.m.
Challenges and Strategies for Preserving Privilege When In-House Counsel Serves in a Dual Role with Business and Legal (75 General Minutes)

How do in-house counsel effectively protect the privilege of their communications when asked to advise on business, technical, ethical, and even financial matters? This panel will discuss application of the attorney-client privilege and the work product doctrine to protect communications in situations commonly encountered by in-house counsel such as communications with experts, consultants, outside auditors, and former employees, virtual meetings, preparing for deposition testimony, and most importantly giving business advice that later becomes relevant to litigation. The program will focus on the challenges and offer strategies for where and how to draw the lines when the lines are blurred between legal counsel and business advice. 

Moderator: Nicole Brunson, Arrival, Charlotte, NC USA
Panelists: Veronica M. Lei, Eli Lilly and Company, Indianapolis, IN USA; Amanda Perez, Vice President, Chief Counsel Civil Litigation, Pfizer Inc., New York, NY USA; Jackie Welch, Assistant General Counsel, The J.M. Smucker Company, Orrville, OH USA


9:30 - 9:45 a.m.

9:45 - 11:00 a.m.
Ending the Insanity: Emerging Trends in Bringing Mass Litigation to Finality (75 General Minutes)

Corporate clients increasingly expect their counsel to bring creative solutions to the table to end significant repeat litigation. From the emergence of the divisional merger transaction to private equity firms investing in asbestos litigation, corporations are utilizing unique strategies to bring finality to inefficient mass tort litigation. This panel will highlight the restructuring, bankruptcy, and M&A transaction trends in this area. The panel will specifically discuss the due diligence required to identify potential solutions, recent M&A transactions associated with asbestos and product liability, pros and cons of bankruptcy, and insurance coverage concerns associated with funding present and future claims. Finally, the panel will provide insight into managing litigation and business goals following the sale of asbestos liabilities to a third party.

Moderator: Mark Behrens, Shook, Hardy & Bacon, LLP, Washington, DC USA
Panelists: Valerie E. Ross, ArentFox Schiff LLP, Washington, DC USA; Mahsa Kashani Tippins, President, DCo LLC, Nashville, TN USA; Richard Worf, Robinson, Bradshaw & Hinson, P.A., Charlotte, NC USA


11:00 - 11:15 a.m.
Craig A. Thompson, 2023 Corporate Counsel College Dean, Venable LLP, Baltimore, MD USA
Amy Sherry Fischer, 2024 Corporate Counsel College Dean, Foliart, Huff, Ottaway & Bottom, Oklahoma City, OK USA