2024 Corporate Counsel Training Academy Filing Information and CLE Materials



Filing Information

CLE Materials

Return to the 2024 Corporate Counsel Training Academy Attendee Page



Approximately 3.5 hours of CLE credit in 60-minute states and 4.2 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 17. Opening Remarks, Closing Remarks, and Breaks are not available for CLE credit.

How to Obtain CLE Credit:

*You must sign-in on the attendance sheet onsite at 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 2 WEEKS. You MUST complete the online form by April 24th to have your credits reported.

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

Wednesday, April 10, 2024

12:45 p.m. - 1:30 p.m. (45 General Minutes)
Understanding Risk Tolerance and Business Priorities

1:45 p.m. - 2:30 p.m. (45 General Minutes)
Inside Out: Bringing Value Through OC Relationships

2:30 p.m. - 3:15 p.m. (45 General Minutes)
Playing Sides: Communication, Culture, and Crisis as Corporate Counsel

3:30 p.m. - 4:00 p.m. (30 Substance Abuse/Mental Health Minutes OR General Minutes)
Work-Life Boundaries: Defining Your Well-Being

4:00 p.m. - 4:45 p.m. (45 General Minutes)
Money Talks: Understanding Financial Impacts of Legal Strategies



Below you will find the CLE schedule with materials for the 2024 Corporate Counsel Training Academy.

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 Meetings and Professional Development, at mmaisel@iadclaw.org or Ashley Hatfield, Director of Communications, at ahatfield@iadclaw.org.


12:30 p.m. - 12:45 p.m.

Nicole M. Brunson, IADC CCTA Program Chair, Arrival, Charlotte, NC USA
Michele Y. Smith, IADC President, MehaffyWeber, Houston, TX USA

12:45 p.m. - 1:30 p.m.   (45 General Minutes)
Understanding Risk Tolerance and Business Priorities

How do you become a dedicated business partner? This program is designed to provide new attorneys with an understanding of assessing risk tolerance within a corporate context and aligning legal strategies with the overarching business priorities of companies. We will explore key learning objectives such as: risk assessment, business priority alignment, collaboration and communication, compliance and regulatory understanding, and legal bedside manner. By the end of the program, you will be able to navigate legal intricacies within corporate environments, align legal strategies with business priorities, and contribute to effective risk management strategies within your organization. 

Moderator: Ashley Webber, Swift, Currie, McGhee & Hiers, LLP, Atlanta, GA USA
Presenters: Stanley C. Ball, Vice President and Head of Legal, Trade and Government Affairs, Intel Corporation, Santa Clara, CA USA; Christine S. Egner, Continental Tire the Americas, LLC, Fort Mill, SC USA; Sherylle Francis, Senior Managing Associate General Counsel, Universal Property and Casualty Ins. Co., Fort Lauderdale, FL USA  


1:30 p.m. - 1:45 p.m.

1:45 p.m. - 2:30 p.m.   (45 General Minutes)
Inside Out: Bringing Value Through OC Relationships

A legal department’s selection of outside counsel is an important step in creating a “win-win” working relationship that will result in victories for the business. While in-house counsel strive to provide value to the company, outside counsel must show they are an asset to the legal department and the business as well. Because the successful outcome of a matter turns on the strength of the relationship between in-house and outside counsel, this presentation will provide attendees with a game plan to draft talented outside counsel and how to manage the inside-outside counsel relationship. 

Moderator: Amy M. Stewart, Stewart Law Group, Dallas, TX USA
Presenters: Gary Howard, Walmart, Inc., Bentonville, AR USA; Suzanne Meredith, Toyota Material Handling, Columbus, IN USA; Schuyler A. Smith, Hamilton, Miller & Birthisel, LLP, Miami, FL USA


2:30 p.m. - 3:15 p.m.   (45 General Minutes)
Playing Sides: Communication, Culture, and Crisis as Corporate Counsel

Every day there is a new social or political issue to address and too often a small issue can become a company crisis thanks to social media. It is critical to be prepared and have a crisis communication plan and procedure in place to minimize the impact on the stakeholders and the risk to the business. Advanced planning can protect privilege and reign in an issue before it becomes a bet-the-company crisis. This panel will share best practices for crisis communication planning and risk mitigation as well as the importance of  training your people so they are ready rather than trying to reactively respond when it is too late. Learn what to say, when to say it, and when it is better to say nothing at all. You will come away with a communications strategy that will guide your company through its toughest challenges. 

Moderator: Heidi B. Friedman, Thompson Hine LLP, Cleveland, OH USA
Presenters: Bryant Hall, Senior Counsel, Global Litigation and Regulatory, Pinterest, San Francisco, CA USA; Charles Price, Counsel – Litigation, Eaton, Cleveland, OH USA; Jaclyn Bryk Welch, The J.M. Smucker Company, Orrville, OH USA


3:15 p.m. - 3:30 p.m.

3:30 p.m. - 4:00 p.m.   (30 Substance Abuse/Mental Health Minutes OR General Minutes)
Work-Life Boundaries: Defining Your Well-Being

Corporate counsel are called to be a bit of everything to everyone both at home and at work. As work arrangements evolve, legal teams become leaner, and global companies expand, boundaries for work and play become more blurred. This panel will provide self-taught and self-learned practice to setting realistic and respectable boundaries to assist corporate counsel in achieving and maintaining well-being.

Moderator: Johner T. Wilson, III, Epstein Becker & Green, P.C., Chicago, IL USA
Presenters: Melissa Lin, Righi Fitch Law Group, Phoenix, AZ USA; Taylor Poncz, Chartwell Law, Atlanta, GA USA; Niki Schaefer, VP and General Counsel, Reliability First, Cleveland, OH USA


4:00 p.m. - 4:45 p.m.   (45 General Minutes)
Money Talks: Understanding Financial Impacts of Legal Strategies

Corporate counsel are charged with being more than just a lawyer for the organization. Corporate counsel are charged with being business leaders with legal expertise that includes knowledge of business operations and finance. It is imperative that corporate counsel are able to consider and incorporate the organizations’ financial tolerances into the legal strategy and effectively communicate with financial leaders regarding legal risk. This fireside chat will provide direct insight into what CFOs are expecting and needing from corporate counsel.

Moderator: Nicole M. Brunson, Head of Litigation and Disputes, Arrival, Charlotte, NC USA
Presenter: John Wozniak, Chief Financial Officer, Arrival, Chicago, IL USA


4:45 p.m. - 5:00 p.m.

Nicole M. Brunson, IADC CCTA Program Chair, Arrival, Charlotte, NC USA

5:00 - 6:30 p.m.