Webinar: Effectively Using Offers of Judgment

Dinsmore & Shohl LLP will present a complimentary webinar titled “Effectively Using Offers of Judgment” on Thursday, May 18, at 11 a.m. Central time.

In the third webinar series of the year, Brittany Kirk will provide an introduction to Offers of Judgment, discussing how to leverage this risk-shifting tool to avoid litigation and its associated costs.

This presentation will discuss:

• When is the Offer of Judgment an effective litigation tool
• How to draft a precise Offer of Judgment
• Using Offers of Judgment to moot class actions after Campbell-Ewald
• State Offer of Judgment statutes

Anyone with questions may contact Missy Davis: melissa.davis@dinsmore.com

Register for the webinar.

 

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Webinar: Bridging the Information Gap Between Inventors and the Patent System

WebinarFitch, Even, Tabin & Flannery LLP will present a free webinar, “Full Disclosure: Bridging the Information Gap Between Inventors and the Patent System,” featuring Fitch Even partner Michael J. Krautner.

The webinar will take place on Thursday, April 27, 2017, at 9:00 am PDT / 10:00 am MDT / 11:00 am CDT / 12:00 noon EDT.

In a release, the firm said patents can be extremely valuable business assets, but only as valuable as the information they convey. Before a patent can be monetized, it will be scrutinized by myriad individuals — inventors, attorneys, examiners, judges, juries, and business leaders — each of whom will interpret the patent in the light most favorable to their objective. As a patent filer, it’s vital to ensure inventors provide clear, detailed, and accurate descriptions of their inventions so they’ll withstand scrutiny and generate the optimal return on investment.

Inventors can provide abusiness with a true competitive advantage, but because of the technical and legal complexities involved, attempting to capitalize on their innovations can be both expensive and risky. By educating inventors to recognize patentable innovations, the expense can be reduced and the risk mitigated.

This webinar will provide tips and strategies on how to
• Educate inventors on how to identify viable inventions and distinguish them from unpatentable ideas and concepts
• Ask the right questions to get inventors to divulge the unique details of an invention
• Tell a story that clearly illustrates why a patent is warranted

CLE credit has been approved for California and Illinois and is pending in Nebraska. Other states may also award CLE credit upon attendee request. There is no fee to attend, but registration is required.

Following the live event, a recording of the webinar will be available to view for one year at www.fitcheven.com.

Register for the webinar.

 

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Deal Protections and Remedies: A Study of Public Merger Agreements in 2016

Practical Law has completed its annual survey of public M&A transactions, the fourth to analyze deal-protection measures binding target companies.

The company will discuss the survey results in a complimentary 60-minute webinar scheduled for April 26 at 1 p.m. EDT.

This year’s edition reviews the first full year of public merger deals to have been negotiated following the Delaware Supreme Court’s seminal 2015 decision in Corwin v. KKR, which held that an informed stockholder vote can restore the presumptions of the business judgment rule in the target board’s favor. The study provides a timely snapshot of how practitioners have begun responding to this increased deference toward director decision-making in M&A.

The Practical Law study examines how various deal characteristics — including buyer type, form of consideration, deal size, and financing—affect the negotiations and ultimate agreement between the transaction parties. The study also reviews the deal protections negotiated by buyers who require their own stockholder approval before closing. This analysis has two goals: to learn how frequently those buyers agree to symmetrical deal-protection measures, and to determine how reciprocally binding covenants and remedies affects the deal protections agreed to by the target company.

Daniel Rubin, Senior Legal Editor, Practical Law Corporate and M&A and primary author of the study, will review the study’s results, including its findings on no-shop and go-shop provisions, fiduciary outs and matching rights, termination rights, and break-up fees.

 

Following the webinar, attendees will receive a link via e-mail to these Practical Law resources:

Fiduciary Duties in M&A Transactions
Fairness Opinions

Register for the webinar.

 

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On-Demand: Before You Outsource, Protect Your IP & Mitigate Open Source Risks

Black Duck webinarBlack Duck Software has posted a complimentary on-demand webinar discussing ways organizations can outsource to meet their development needs and also address open source security and management risks before giving contractors access to their valuable technologies.

Today’s rapidly changing technologies, including the proliferation of open source and the accelerating shift to the cloud, are increasing the use of outside experts for both application development and IT solutions,” the company says on its website. “At the same time, IP security is top of mind worldwide.”

The presenter is Jim Markwith, co-founder and managing partner of Symons Markwith LLP’s Seattle and Washington, DC area offices.

He is an experienced technology and corporate transactions attorney with over 20 years of experience. His clients range from start-ups to fortune 50 technology leaders, including computer software, on-line retail, and Healthcare IT product and service developers.

Prior to private practice, Markwith held executive and senior in-house legal positions with Microsoft, Adobe Systems, and Allscripts Healthcare. He received his J.D. degree from Santa Clara University School of Law, and is a member of the California, Washington, DC, and Washington State Bar Associations.

Watch the on-demand webinar.

 

 

 




Liability of Compliance Officers at Financial Institutions

Practical Law and Norton Rose will present a webinar titled “Liability of Compliance Officers at Financial Institutions” on Wednesday, May 3, 2017, beginning at 1 p.m. EDT.

CLE credit is available in multiple states.

In recent years, U.S. securities regulators have increasingly focused on the regulated entities’ compliance personnel, holding many individually liable for the deficiencies in their firm’s handling of its compliance obligations, the company says on its website. The regulators deem compliance officers the gate keepers whose efforts should detect and prevent securities laws violations at the firm.

The free 75-minute webinar that will discuss recent trends and issues in this field. The webinar presenters will discuss several topics, including:

  • Different approaches US securities regulators use in assessing individual liability of compliance personnel.
  • Recent cases against individual compliance officers by various regulators.
  • Best practices for minimizing the risk of a regulatory action or sanctions against compliance professionals at a broker-dealer or investment advisor.

A short Q&A session will follow.

Presenters:

Kevin James Harnisch, Partner, Norton Rose Fulbright US LLP

Ilana Beth Sinkin, Associate, Norton Rose Fulbright US LLP

Vlad Pavlovic, Senior Legal Editor, Practical Law Litigation (Moderator)

Register for the webinar.

 

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The Case for Continuous Open Source Management

Black Duck webinarSpeakers from Black Duck Software and Wolters Kluwer will be presenters in a webinar addressing key open source security and management questions.

The complimentary event will be Wednesday, March 22, at 11 a.m. Eastern time.

Speakers will be Bob Genshaft, Director Strategic Programs at Wolters Kluwer, and Black Duck’s VP and General Manager On-Demand Audits Phil Odence.

“Companies are constantly seeking ways to ensure their application code is secure and effectively managed. For example, M&A acquirers conduct one-time code audits on companies they are buying to avoid legal, operational or security pitfalls. Other organizations are proactive, using an an ongoing solution to make sure their application code is secure and well managed on a day-to-day basis. Increasingly, many companies are opting to use both approaches,” Black Duck says in a release.

Topics will include:

  • When is it appropriate to conduct an audit?
  • When should your company consider an ongoing solution?
  • What are the benefits of doing both?

Register for the webinar.

 

 




Webinar: The Future of Whistleblower Hotlines Revealed

Hotline - phone - operator - call centerNavex Global will present a complimentary webinar on the company’s annual Ethics & Compliance Hotline Benchmark Report, a tool compliance professionals around the globe reference every year to help measure their program and highlight areas for improvement.

The event will be Tuesday, March 21, 2017, beginning at 10 a.m. Eastern time. Anyone who registers but can’t attend the live event will receive a link that will provide access to the recording at a later date.

Navex studied more than 936,000 anonymized reports from their clients’ intake systems, analyzed the data and interpreted the trends.

This webinar will address questions such as:

  • Are the number of reports increasing or decreasing?
  • What’s happening with case closure times?
  • Are retaliation reports being substantiated within the organization at higher rates?
  • How do open door reports impact the data?

Register for the webinar.




On-Demand: Managing Workplace Harassment: Trends and Objectives in 2017

HR - employees - jobs - hiringNavex Global and Bloomberg have posted an on-demand webinar discussing discuss discrimination regulations applicable to the workplace, from what constitutes discrimination to what limits employers can put on the words and actions of employees.

The 60-minute webinar is available free of charge.

“After the 2016 election, multiple studies have noted an increase in workplace harassment, through discrimination remarks and actions, from both sides of the campaign,” Navex says on its website. “This has resulted in divisive and sometimes hostile work environments.  HR, Compliance and Ethics officers must take action to create a welcome environment that is harassment-free.”

The video covers strategies for developing policies and plans for training departments and employees to minimize and manage workplace harassment, and understand when disciplinary actions should – or must – be taken.

Educational Objectives:
Program participants will learn:
• What actions constitute discrimination in the workplace, including sexism, racism, and homophobia;
• Limits on how employers can approach and manage workplace harassment;
• Strategies for developing training plans for leaders as well as employees to minimize and avoid workplace harassment;
• What types of disciplinary measures might be taken by employers.

Who would benefit most from attending this program?

Human Resources leaders; compliance officers; ethics officers; anyone responsible for employee training within their organizations.

Watch the on-demand webinar.

 

 




Webinar: Fueling Your Business Strategy with Patents

Fitch, Even, Tabin & Flannery LLP will present a free one-hour webinar, “Fueling Your Business Strategy with Patents,” featuring Fitch Even attorneys Allen E. Hoover and George N. Dandalides.

The webinar will take place on Wednesday, March 15, 2017, at 9:00 am PST / 10:00 am MST / 11:00 am CST / 12:00 noon EST.

In its invitation, Fitch Even asks: Do you know why your competitors are obtaining all those patents? What value does a patent bring, and how do you leverage it? Patents can provide a wide range of potential benefits, from market protection to licensing to defensive value—as well as other key benefits you may not be aware of. Geared toward IP practitioners as well as business owners, our webinar will cover the following topics and more:

• What a patent is, and why, when, and how to get one
• The many potential benefits of patent protection
• Why and how to enforce a patent, and what to expect
• Timetable and costs

CLE credit has been approved for California and Illinois and is pending in Nebraska. Other states may also award CLE credit upon attendee request.

Following the live event, a recording of the webinar will be available to view for one year at www.fitcheven.com.

Register for the webinar.

 

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Litigation is Inevitable: Update on Recent Advertising Class Actions

Kelley Drye & Warren will present a complimentary webinar Wednesday, Feb. 22, 2017, to update participants on recent advertising class actions. The event is part of the firm’s Advertising & Privacy Law Webinar Series. The 60-minute webinar will begin at noon Eastern time.

Consumer class action suits continue to be a growing source of concern to marketers and income for plaintiffs’ law firms. This webinar will provide an update on recent consumer class action cases across a range of industries and provide guidance and strategies on how to knock out a consumer class action.

Kelley Drye partners August Horvath and Jeff Jacobson will lead the discussion.

The webinar will include a discussion of developing cases, the post-Spokeo standing on class actions, and hot-button issues such as the economic models in support of class certification. Speakeers also will discuss the types of cases that are receiving the most traction.

The webinar also will be available later on-demand.

Kelley Drye is an accredited provider of NY & CA CLE. This non-transitional continuing legal education program has been approved for 1.0 NY Professional Practice credit, 1.0 Illinois credit, and 1.0 CA General credit. The firm will apply for CLE credit in other jurisdictions, upon request.

Register for the webinar.

 

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Former FCC Legal Advisor Edward ‘Smitty’ Smith joins DLA Piper

DLA Piper announced that Edward “Smitty” Smith, former legal advisor to past Federal Communications Commission (FCC) Chairman Tom Wheeler, has joined the firm’s Telecommunication practice, part of the firm’s global Intellectual Property and Technology practice, as a partner in the Washington, DC office.

Smith recently was responsible for advising the chairman of the FCC on wireless telecommunications, engineering and technology, and consumer affairs. In this role, he led legal and policy teams on major issues involving the cutting edge of technological development. Smith oversaw FCC policymaking on such issues as 5G technology, satellites, spectrum sharing, autonomous vehicle communications, small-cell deployment, and unmanned aviation systems. Previously, Smith was Chief of Staff and Senior Counsel of the FCC’s Incentive Auction Task Force, a multibillion-dollar radio spectrum allocation project.

Prior to joining the FCC, Smith was special advisor at the U.S. Department of Commerce’s National Telecommunications and Information Administration. As special advisor, Smith launched the agency’s State Broadband Data and Development Grant Program, a $350 million grant program to improve the quality of broadband data nationwide. Smith also helped lead the agency’s Broadband Technology Opportunities Program, a $4.7 billion effort to extend and develop services to reach rural and underserved areas, worked to improve wireless broadband access for public safety agencies, and helped provide financial assistance to low-income families transitioning from analog to digital television.

At DLA Piper, Smith will focus his practice on telecom matters and advise clients on the full range of issues in the wireless, broadband and satellite sectors.

“Smitty brings experience, expertise and leadership that will further strengthen the accomplished telecom team we’ve built,” said Michael Senkowski, co-chair of DLA Piper’s Telecommunication practice. “He has an excellent reputation for his government service and his strong knowledge of the telecommunications and technology sectors will be a great benefit to our clients.”

“Given the changes in Washington, there’s a great deal of uncertainty about the regulatory environment facing companies in the years ahead,” said Jeff Lehrer, managing partner of DLA Piper’s Washington, DC, office. “Adding Smitty bolsters a team that already had a firm understanding of the industry and the FCC, which today is unquestionably as important, if not more important, than it’s been at any point in recent years.”

Smith received his J.D. from Harvard Law School and his B.A. from Brown University.

 

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Webinar: Lessons Learned from Federal Opinions on Patentable Subject Matter

Intellectual property IPFitch, Even, Tabin & Flannery LLP will present a free webinar, “Alice in Chains? Lessons Learned from Recent Federal Circuit Opinions on Patentable Subject Matter,” presented by Eric L. Broxterman and David A. Gosse.

The webinar will take place on Wednesday, Jan. 25, 2017, at 9:00 am PST / 10:00 am MST / 11:00 am CST / 12:00 noon EST.

The Federal Circuit has overruled several district court opinions finding patents invalid for lack of patentable subject matter, most recently in Enfish v. Microsoft, BASCOM v. AT&T Mobility, and McRO v. Bandai Namco Games America. This webinar will review these and other Federal Circuit opinions that have begun to define the boundaries of “abstract ideas” under the Supreme Court’s Alice test.

The event will cover the following topics and more:
• The test for patentable subject matter under Alice v. CLS Bank
• A survey of recent Federal Circuit cases
• Considerations when responding to a motion for dismissal based on Alice
• How claim construction can alter the analysis of patentable subject matter

CLE credit has been approved for California and Illinois and is pending in Nebraska. Other states may also award CLE credit upon attendee request.

Following the live event, a recording of the webinar will be available to view for one year at fitcheven.com.

Register for the webinar.

 

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2016 HIPAA Year in Review: Audits, Fines, and Enforcement Trends

HIPAACompliancy Group will present a complimentary webinar examining the major breaches and fines that made 2016 the most expensive year on record for HIPAA fines and enforcement.

The event will be Wednesday, Jan. 25, at 2 p.m. Eastern time.

HIPAA experts at Compliancy Group will analyze the causes of these breaches, the reasons for these substantial fines (almost $24 million in total), trends in compliance, and what to expect from OCR investigations in 2017.

Register for the webinar.

 

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Public M&A Year in Review: Trends and Highlights from 2016

Practical Law will present a free 60-minute webinar reviewing the year in M&A. During the webinar, Daniel Rubin, Senior Editor, Practical Law Corporate and M&A, will analyze what’s market data and review critical M&A trends, unique transactions and highlights from 2016 that may affect your practice in 2017.

The event will be Wednesday, Feb. 1, at 1 p.m. EST.

The presenter will discuss:

  • Trends in deal size and deal volume among strategic and financial buyers, including the year’s swell of busted deals.
  • The use of cash and stock consideration in public M&A deals in 2016.
  • The continuing influence of shareholder activism on the M&A market.
  • Legal developments and trends from 2016 that will influence deal-making in 2017.
  • And more.

Also, participants may check out What’s Market, which provides a continuously updated database of agreements covering a range of corporate, securities, finance and commercial topics, including public merger agreements and spin-offs. In the public merger agreements database, readers can analyze and compare negotiated terms, such as fiduciary outs, matching rights, termination fees and pricing collars, across multiple deals. What’s Market also contains links to the underlying public documents.

A short Q&A will follow.

Presenter:
Daniel Rubin, Senior Legal Editor, Practical Law Corporate and M&A

Following the webinar, email links will be provided to these Practical Law resources:

Making Good Use of Special Committees.
Preparing a Portfolio Company for Sale.

Register for the webinar.

 

 




Employees Who Sell: Understanding the FLSA’s Exemptions for Sales Employees

Practical Law and the Wage & Hour Defense Institute will present a free 75-minute webinar providing guidance on minimum wage and overtime pay exemptions applicable to sales employees under the Fair Labor Standards Act.

The event will be Wednesday, Jan. 25, at 1 p.m. Eastern time.

Speakers Paul Bittner of Ice Miller LLP (Columbus, OH) and Lawrence Peikes of Wiggin and Dana LLP (Stamford, CT), both members of the Wage & Hour Defense Institute, will discuss the sales exemptions, how to properly classify and compensate employees with sales duties, and the impact of improper classification, including:

  • Understanding key elements of the exemptions.
  • Defining “outside” sales.
  • Distinguishing sales and sales-related activities.
  • Defining a “retail or service establishment.”
  • Structuring compensation.
  • Identifying compensation “representing commissions.”
  • Revisiting pharmaceutical sales and auto service advisors.
  • Dealing with misclassified employees.
  • Complying with differing state law.

A short Q&A will follow.
Presenters:
Paul Bittner, Partner, Ice Miller LLP (Columbus, OH)
Lawrence Peikes, Partner, Wiggin and Dana LLP (Stamford, CT)

Moderator:
Suzanne K. Brown, Senior Legal Editor, Practical Law Labor & Employment

Register for the event.

 

 




The Other Joint Employment Concern: Marijuana in the Workplace

Marijuana - CanabisPractical Law will present a complimentary 75-minute webinar providing insights into recent developments and expected trends in the evolving the legal landscape of marijuana law. The event will be Wednesday, January 18, 2017 at 1 p.m. EST.

“With the expansion of the number of medical and recreational marijuana states, businesses are in need of basic employment law counsel on the crossroads between marijuana use and workplace management,” Practical Law says on its website. “Currently 30 states and the District of Columbia have legalized medical marijuana use and 8 states now allow for recreational use. American companies are left to determine how these new requirements apply to their workforce and what sort of policies and procedures would best suit this new legal environment. This webinar will be a fast paced walk through of the 7 steps employers should take to balance compliance and the need to protect their workplaces from the adverse effects of employee marijuana use.”

Topics will include:

  • Safety sensitive and other work-related risks associated with marijuana use.
  • An overview of marijuana laws and applicable cases in the states where employees report for duty.
  • Protocols for upgrading job descriptions to include critical essential function safety language directly applicable to marijuana use.
  • Integration of marijuana use safety concepts into supervisory training.
  • Creating an appropriate drug free workplace policy option when dealing with marijuana.
  • Understanding the inter-play between the ADA and workplace drug testing employer obligations.
  • Putting all the puzzle pieces into place to form your compliant legal strategy to effectively address marijuana in your workplace.

A short Q&A will follow.

Presenter:
Thomas M. Eden III, Partner, Constangy, Brooks, Smith & Prophete, LLP
Tommy Eden works in the Firm’s Workplace Drug & Alcohol Testing Practice Area and has developed employer Policies in all 50 states and all DOT Agency modes. Tommy is a national speaker on the subject of Marijuana in the workplace and many other workplace drug testing topics.

Moderator:
Kate Bally, Director, Practical Law Labor & Employment
Kate Bally joined Practical Law from Littler Mendelson P.C., where she worked as an associate in the employment group. Previously she was also an associate at Day Pitney LLP and a law clerk to the Honorable Stefan R. Underhill. Kate is Co-Director of Practical Law’s Labor & Employment Service.

Register for the webinar.

 

 




Data Breach Trends and Tips: What State and Local Government Lawyers Need to Know

CybersecurityPractical Law’s Mel Gates and Zach Ratzman on Thursday, January 12, 2017, at 1:00 p.m. Eastern will present a free, 75-minute webinar that will explain recent data breach trends affecting state and local governments and provide tips on how to prepare for and help prevent a data breach or other cyber event . . . before it happens.

Topics will include:

  • Why state and local governments should be thinking about data breaches and other cyber events.
  • Federal and state laws concerning personal information, data security, and breach notification.
  • What reasonable security measures are and how they can impact a government entity’s regulatory and litigation exposure.
  • The basics on today’s cyber threats with recent case studies of data breaches that have affected state and local governments.
  • Recommendations on how government lawyers can play a key role in protecting their organizations.

A short Q&A will follow.

Presenters:

Mel Gates, Senior Legal Editor, Privacy & Data Security, Practical Law
Melodi (Mel) Gates, CIPP/US joined Practical Law from Squire Patton Boggs (US) LLP, where she was a senior associate focusing on cybersecurity and privacy issues, including in the health information technology field. Prior to practicing law, Mel worked for over twenty years in the telecommunications industry, last serving as chief information security officer (CISO) for a large network provider. She is also an appointed member of the Department of Homeland Security’s Data Privacy and Integrity Advisory Committee (DPIAC).

Zach Ratzman, Director of Public Sector, Practical Law
Zach Ratzman joined Practical Law from the U.S. Department of Homeland Security’s Office of the General Counsel in Washington, DC, where he advised senior DHS leadership on privacy, information sharing, and congressional oversight matters. Before that, Zach worked for nearly a decade at several major New York City law firms, where his practice focused on securities and accounting fraud litigation. Before entering private practice, he clerked for the late Honorable Harold Baer, Jr. in the Southern District of New York. Zach is the Director of Practical Law’s Public Sector Service.

Register for the webinar.

 

 




Zapproved Presents Webinar, ‘Stories of Bringing E-Discovery In-House’

Zapproved Inc., a developer of cloud‐based software for corporate legal departments, announced it will present the webinar, “Stories of Bringing E-Discovery In-House,” on Dec. 6, 2016.

In a news release, the company said this special event will offer strategic and practical tips to help corporate legal teams bring more of their e-discovery processes in-house. Guests will hear success stories from experts and learn ways to gain control over their processes, improve efficiency, and reduce risk for their organizations.

The company’s release continues:

Event description

Corporate legal teams are under constant pressure to do more with less. These in-house teams must now lead the charge in implementing initiatives aimed at reducing cost while mitigating risk. To be successful, they often turn to new technologies and electronic discovery processes that allow them to bring legal preservation and e-discovery work in-house.

Join this complimentary webcast that will include stories from three leading in-house legal professionals. They will discuss why and how they decided to move much of their electronic discovery functions inside the company, including preservation, collection, and processing. You will also learn:

  • How to prepare for bringing e-discovery in-house
  • How to define success and set expectations
  • The pitfalls you need to avoid when moving forward

As an attendee, you will receive a series of whitepapers called, “In-House Elevated,” filled with inspiring and educational insights about the journey of bringing more e-discovery work in-house.

Speakers

  • Jack Thompson, Sr. Manager, eDiscovery & Legal Operations, Sanofi US
  • Becki Bottemiller, Specialist, Paralegal, Portland General Electric
  • Wendy Riggs, Senior Manager, eDiscovery and Litigation Operations, Twitter, Inc.
  • Jennifer Bantelman, Sr. Director of Product Management, Zapproved, Inc.

Who should attend

Corporate counsel, e-discovery managers, legal operations, paralegals, litigation support professionals

Register for the webinar

Register for Stories of Bringing E-Discovery In-house
Date: Tuesday, December 6, 2016
Time: 1pm ET | 10am PT
Cost: FREE

 

 




Best Practices for Litigating in the Age of Social Media

Practical Law will present a webinar discussion of the key issues and best practices surrounding social media in litigation. The webinar will be Wednesday, Dec. 7, beginning at 1 p.m. EST.

Samantha V. Ettari, E-Discovery Counsel at Kramer Levin Naftalis & Frankel LLP, will be the presenter. Lauren M. Sobel, Senior Legal Editor, Practical Law Litigation will be the moderator.

Topics will include:

  • The duty to preserve evidence, including social media.
  • Social media in discovery.
  • Service of process through social media.
  • Authenticating social media.
  • Social media at trial.

A short Q&A session will follow.

CLE credit is available in multiple states.

Register for the webinar.

 

 




Pension & Welfare Plan Overpayments: What’s An Employer To Do?

Practical Law will present a free 75-minute webinar in which Mark A. Bodron, Baker Botts LLP, Gia G. Norris, Practical Law, Elizabeth A. Gilman, K&L Gates and Judy Hensley, Roberts & Holland, will provide a practical roadmap for counsel to employers on best practices for advising clients on pension and welfare plan overpayments.

The event will be Tuesday, Dec. 6, at 1 p.m. Eastern time. See the registration page for CLE status.

Participants of this program will:

  • Review common scenarios in which pension and welfare plan overpayments arise.
  • Gain an understanding of the legal framework and correction procedures governing pension plan overpayments, including potentially thorny tax issues that impact your employees.
  • Learn practical strategies to protect your clients from the most recent wave of litigation in the self-funded group health plan context.

A brief Q&A session will follow.

Presenters:

Mark A. Bodron, Partner, Baker Botts LLP
Mark Bodron is a partner in the Houston office of Baker Botts. His practice concentrates on the areas of employee benefits and executive compensation. Bodron advises clients on all aspects of qualified retirement plans, including 401(k) plans, ESOPs and cash balance plans, nonqualified plans, stock-based plans and deferred compensation and other executive compensation arrangements, including issues related to Section 409A deferred compensation rules and Section 162(m) performance-based compensation. Bodron’s practice also includes advising clients on health and welfare plan matters, including compliance and reporting issues related to the Affordable Care Act, COBRA and HIPAA. He frequently advises clients on ERISA fiduciary and prohibited transaction matters and represents clients before the IRS, DOL and PBGC on matters related to employee benefits.

Gia G. Norris, Senior Legal Editor, Practical Law Employee Benefits & Executive Compensation
Norris joined Practical Law from Roberts & Holland LLP, where she was a senior employee benefits and executive compensation associate. Previously she was an employee benefits and executive compensation associate at both White & Case LLP and Proskauer Rose LLP. Norris is the Website & Technology Chair of the Employee Benefits Committee of the America Bar Association’s Section of Taxation. She is also a member of the Employee Benefits Committee of the Tax Section of the New York State Bar Association.

Norris received her Juris Doctorate from the University of Pennsylvania Law School and her Bachelor of Arts from Johns Hopkins University in Political Science and Women’s Studies.

Elizabeth A. Gilman, Associate, K&L Gates LLP
Elizabeth Gilman is a litigation associate in the firm’s Houston office. She focuses her practice on commercial disputes and is uniquely qualified in disputes involving the energy sector, especially oil and gas. Her technical education and experience enhances the value of her representation and counsel. She earned her undergraduate degree from Purdue University, majoring in industrial management with an emphasis in manufacturing. Gilman excels in her ability to work with clients and experts in complex fields. Gilman has experience in all phases of the dispute process which allows her to provide comprehensive representation for her clients. She has experience in early dispute management, litigation and arbitration through the appellate process and collection. She has tried cases both in front of a jury and an arbitrator. On behalf of her clients, she brings a high level of experience in energy litigation, and both on-shore and off-shore construction disputes. Gilman’s experience in contract negotiation and drafting further contributes to the value of her representation to her clients. Her experience spans many forums, including mediation, state and federal court, and domestic and international arbitration.

Judy Hensley, Associate, Roberts & Holland LLP
Judy M. Hensley concentrates on a wide variety of employee benefits and executive compensation matters in both the transactional and compliance contexts. She advises on tax, ERISA and other legal considerations relating to employee benefit plans, programs and arrangements, including design, administration and compliance of tax-qualified plans. She has advised clients on ERISA fiduciary matters for investment funds and plan fiduciaries. Her experience includes the structuring and design of equity compensation arrangements, including stock options, stock appreciation rights, restricted stock, restricted stock units, phantom stock, performance shares and LLC/partnership interests (including profits interests) and nonqualified deferred compensation plans, as well as executive employment, severance and change-in-control agreements. She also has advised clients on compensation and benefits issues unique to bankruptcy and restructuring transactions.

Register for the webinar.