DC Law: Association Law Symposium

DC Law: Association Law Symposium

Event Information


Oct 28, 2016 - Oct 28, 2016 Eastern


8:30 AM - 6:00 PM


Ronald Reagan Building and International Trade Center

1300 Pennsylvania Ave NW
Washington, DC 20004
United States

CAE Hours:



Applied, Strategic

Member Price:


NonMember Price:



Access Pass Points: 16

The DC Law: Association Law Symposium is the definitive legal education event addressing the most pressing issues in association and nonprofit law today. Whether you are an in-house counsel for an association, an attorney with association clients, a CEO, or a senior-level association executive, this program will give you the insider perspectives you need to keep abreast of critical legal issues. You'll hear timely and relevant updates and changes to existing laws and legal precedents, explanations of new laws and regulations, and tips and practical tools that can be implemented back at the office.

  • Examine critical legal issues through powerful conversations, real-time collaboration, and high-level discussion with thought leaders.
  • Cultivate your network of in-house or outside counsel and senior association executives willing to hold you accountable to your learning goals.

To register for CLE credits, please complete the CLE Registration Form in addition to completing your registration purchase.

  • Agenda

    • Friday, October 28, 2016
      8:30 – 9:00 a.m.Registration and Continental Breakfast
      9:00 a.m. – 10:00 a.m.Welcome Remarks
      Eileen Morgan Johnson, CAE, Partner, Whiteford, Taylor & Preston, LLP
       Opening Keynote: State of Affairs: What You “Need to Know” About Politics
      Steven Anderson, IOM, CAE, President and CEO, National Association of Chain Drug Stores
      10:00 – 10:15 a.m.      Break
      10:15 – 11:15 a.m.

      A Contract's GPS: Navigating Hotel Contract Legal Issues
      Naomi Angel, Partner, Howe & Hutton, Ltd

       Association Governance: Keeping Up to Date in Changing Times
      Thomas Stefaniak, MBA, CAE, Director, Membership, Constituency Engagement, and Organizational Development, National Association for Music Education
      Kenneth Alderfer, Senior Counsel, Akin, Gump, Strauss, Hauer & Feld, LLP
      Ann Springer, Associate General Counsel, American Psychological Association
       Intellectual Property (Current Events and Publishing)
      Rhonda Lees, CAE, Legal and Nonprofit Executive
      David Morales, Senior Vice President and Senior Associate
      General Counsel, AARP
      Monica Richman, Partner, Dentons
      11:15 – 11:30 a.m.      Break
      11:30 – 12:30 p.m.      Data Security
      S. Keith Moulsdale, Partner and Cochair, Cyber Security, Data Management, and Privacy Group, Whiteford, Taylor & Preston, LLP
      Scott Godes, Partner, Barnes & Thornburg
      April Doss, Partner and Chair, Cybersecurity and Privacy, Saul Ewing, LLP

      Hot Topics in Employment Law
      Karen Doner, Founding Partner, Roth, Doner, Jackson, PLC
      Mike Fortunato, Shareholder, Rubin Fortunato
      Robin Maril, Senior Policy Counsel, Human Rights Campaign


      Negotiation Skills and Technique: You Can’t Always Get What You Want—But if You Try Sometime, You Might Find You Get What You Need
      Jed Mandel, Founding Member, Chicago Law Partners, LLC
      James Wilson Jr., Partner, Webster, Chamberlain & Bean, LLP

      12:30 – 2:00 p.m.        Lunch

      Introduction of Legal Section Council and Keynote
      Rhonda Lees, CAE, Legal and Nonprofit Executive


      Luncheon Keynote: Current Messages from Exempt Organizations
      Margaret Von Lienen, director, exempt organizations examination, IRS Tax Exempt and Government Entities Division

      2:00 – 2:15 p.m. Break
      2:15 – 3:15 p.m.Ethics in Action
      Kimberly Pendo, Founding Member, Chicago Law Partners, LLC
      Isham R. Jones III, General Counsel, American Veterinary Medical Association

      Protecting Associations From Themselves: Antitrust Do's and Don'ts
      Andrew Bigart, Partner, Venable, LLP

      3:15 – 3:30 p.m. Break
      3:30 – 4:30 p.m.              

      Trends in Executive Compensation and Legal Developments for Non-Qualified Deferred Compensation
      James Wynn, Principal/Consultant, Quatt Associates, Inc.
      Dan Brandenburg, Partner, Saul Ewing, LLP


      Global Legal Hotspots: New China Nonprofit Law and the State of EU Privacy Rules
      Moderator: Jefferson Glassie, FASAE, Partner, Whiteford, Taylor & Preston, LLP
      Dorothy Deng, Partner, Whiteford, Taylor & Preston, LLP
      Mark Gleeson, Partner (Barrister), Browne Jacobson, LLP

      4:30 – 5:30 p.m.          Closing Remarks
      Eileen Morgan Johnson, CAE, Partner, Whiteford, Taylor & Preston, LLP
      Networking reception sponsored by Ronald Reagan Building
      See the full agenda with session descriptions

  • Speakers

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      Kenneth Alderfer

      Kenneth Alderfer is senior counsel at Akin, Gump, Strauss, Hauer, & Feld, LLP. He provides tax advice to clients on transactions, strategic planning, tax controversy matters, and legislation and regulations. He also counsels clients on nonprofit corporation and charitable trust law and other legal issues affecting nonprofit organizations. He provides a broad spectrum of tax and corporate advice to various tax-exempt organizations.

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      Naomi R. Angel, Esq.

      Naomi Angel is a partner at Howe & Hutton, Ltd, specializing in the representation of not-for-profit organizations, including trade associations, professional societies, and related foundations, as well as individuals, firms, and organizations in the travel, hospitality, and meetings industries. She serves as general counsel to national and international trade associations of industry manufacturers, suppliers, and professionals, providing guidance in the areas of antitrust, intellectual property, standards development, certification and accreditation, governance, contracts, risk management, and product liability.

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      Andrew Bigart

      Andrew Bigart is a partner at Venable, LLP. His practice focuses on antitrust and consumer protection-law and business counseling. He has worked with clients in a variety of industries, including financial service companies, broker-dealers, banks, multi-national corporations, healthcare providers, payment processors, nonprofit associations, and online marketers and advertisers. He has followed recent developments in these industries closely, and his strong background in administrative law allows him to help clients navigate the dynamic regulatory landscape.

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      Dan S. Brandenburg, JD

      Dan Brandenburg is a partner at Saul Ewing LLP. He has advised clients on numerous aspects of employee benefits matters, including retirement plans, health and welfare plans, issues involving third-party administrators, and executive compensation. He represents U.S. and international clients regularly before the IRS, the U.S. Department of Labor, and the Pension Benefit Guaranty Corporation. He assists clients with the IRS and DOL voluntary compliance programs and helps them to respond to audits and investigations initiated by IRS, DOL, and PBGC.

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      Jed R. Mandel, Esq.

      Jed Mandel is a founding member of Chicago Law Partners, LLC. He has extensive experience in representing not-for-profit organizations and is general counsel to more than 100 trade associations and professional societies. His practice includes counseling associations on tax, antitrust, corporate governance, contract, liability, insurance, healthcare, certification and credentialing, meetings and conventions, and other matters. He has appeared before Congress, state legislative bodies, and state and federal agencies advocating positions on behalf of client associations.

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      Jefferson C. Glassie, FASAE

      Jefferson Glassie is a partner and co-chair at Whiteford, Taylor, Preston, LLP. He represents associations and nonprofit organizations on a wide range of legal matters, including antitrust, tax, certification, accreditation, contracts, employment, merger, intellectual property, and corporate issues. He has concentrated in the field of nonprofit membership organizations for more than 30 years.

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      Karen Doner

      Karen Doner is a founding partner at Roth Doner Jackson, PLC, specializing in litigation and employment law. She regularly practices before federal and state courts throughout the DC metro area and Florida. She also represents businesses and not-for-profit organizations in all aspects of employment law, such as litigation of discrimination, harassment, and wage-hour claims pending before administrative agencies and the courts, including class actions. She has extensive experience in litigating covenants not–to-compete and other employment contract disputes. She regularly counsels employers on personnel matters, including employment contracts and policies, family and medical leave, disability, discrimination, wage-hour, and termination matters.

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      James S. Wilson, Esq.

      James Wilson Jr. is a partner at Webster, Chamberlain & Bean, LLP. His practice principally consists of serving as general counsel to trade associations, professional societies, and other non-profit organizations. He advises clients on issues relating to corporate organization and governance, tax, antitrust compliance, commercial contracts, real estate lease and acquisition transactions and employment matters. He also represents nonprofit executives negotiating employment agreements. He maintains an active real estate practice, representing tenants of all sizes in commercial office lease negotiations. Before joining WC&B, he was a member of the Business and Finance practice group at a major international law firm.

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      Isham Jones

      Isham Jones III is general counsel for the American Veterinary Medical Association. Prior to joining the AVMA, he spent several years working as an in-house attorney at the National Association of Realtors. Earlier in his career, he worked as an assistant attorney general for Illinois in the Labor and Employment Division, where he represented the Illinois Department of Labor and other state agencies in employment litigation. He also served as an assistant attorney general for Missouri, where he represented licensing agencies in disciplinary actions and as legal counsel at board meetings.

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      April Doss

      April Doss is a partner at Saul Ewing, LLP. She spent more than a decade at the National Security Agency, leaving her position as the NSA's associate general counsel for intelligence law to join the private sector as a partner at Saul Ewing, where she advises clients on cybersecurity issues including incident response, privacy, big-data governance, surveillance law and process, and related issues. Prior to her service at the NSA, she spent several years as a public defender, civil litigator, and in-house counsel in higher education.

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      James Wynn

      James Wynn is a principal with Quatt Associates, specializing in the assessment and design of compensation and employee benefit plans. He works with advocacy groups, professional societies, educational institutions, foundations, and media organizations in the areas of executive compensation, deferred compensation arrangements, staff compensation systems and structures, and employee benefit plan design. Before joining Quatt Associates, he was an associate in the employee benefits and executive compensation practice group of Morgan, Lewis & Bockius LLP.

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      David Morales

      David Morales is the senior vice president and senior associate general counsel at AARP, head of the intellectual property, media, and transactional group. He has over 18 years of broad- based experience as a lawyer and business person in a wide variety of emerging and established global businesses and nonprofit organizations relating to advertising, intellectual property, media, and entertainment. He received his bachelor’s degree in history from the University of Texas at Austin and his law degree from Catholic University of America, Columbus School of Law.

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      Mark S. Gleeson

      Mark Gleeson, a partner in the London office of Browne Jacobson LLP, specializes in data protection, privacy, cyber-security, and freedom of information. He has almost 20 years’ experience advising clients on compliance and strategic data issues including loyalty, marketing, innovation, and international matters. His practice encompasses non-contentious, contentious and regulatory data privacy. Before joining Browne Jacobson, he was a partner leading the UK data privacy practice at the international law firm Squire Patton Boggs and headed the data protection team at the UK law firm Addleshaw Goddard.

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      Steven C. Anderson, IOM, CAE

      Steven Anderson, IOM, CAE, is president and CEO of the National Association of Chain Drug Stores. For over 30 years, he has been an executive in associations, and he has been recognized in several journals and honored on news shows for his outstanding leadership. Prior to working in associations, he was a candidate for the U.S. Congress. He served as a senior staff member for a congressman and on the board of directors of the U.S. Chamber of Commerce. He is the past chairman of the National Board of Trustees of the Chamber’s Institute for Organization Management.

      Rhonda Lees, Esq., CAE

      Rhonda Lees, CAE, is a legal and nonprofit executive. She graduated from Pace University School of Law with her JD. She worked on political campaigns and practiced law in New York. Here in the DC metropolitan area, she worked for NOW Legal Defense and Education Fund and practiced law with a small firm that represented trade associations and nonprofits. She most recently served as vice president, legal affairs and administrative services, at the American Diabetes Association.

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      Thomas L. Stefaniak, MBA, CAE

      Thomas Stefaniak is director of membership, constituency engagement and organizational development for the National Association for Music Education, a vibrant, 67,000-member organization promoting the understanding and making of music by all. At NAfME, he is focused on growing overall membership, furthering engagement and increasing capacity within NAfME’s federated affiliate organizations. His prior experience includes executive director and leadership positions with the American Academy of Physician Assistants, the Society for Vascular Ultrasound, the International City/County Management Association, and the American Society for Radiologic Technologists.

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      Kimberly A. Pendo, Esq.

      Kimberly Pendo is a founding member of Chicago Law Partners, LLC. She practices non-profit and corporate law and serves as the firm's chief operating officer. She counsels not-for-profit organizations on all aspects of their business and operations, providing advice on corporate governance and operations, intellectual property, contract, mergers and acquisitions, tax, electronic communication, general liability, antitrust, chapter and affiliate relations, certification and credentialing, and related matters.

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      Eileen Morgan Johnson, Esq., CAE

      Eileen Morgan Johnson, CAE, is a partner at Whiteford, Taylor & Preston, LLP. and a co-chair of the firm’s Nonprofit Organizations and Associations practice group. Her practice focuses on tax, governance, transactions, employment, intellectual property, and fundraising. She brings a unique approach to working with clients, drawing upon her nearly 20 years’ experience as in-house counsel for the National Wildlife Federation. She now serves as general counsel to a variety of associations and organizations. She has held numerous volunteer leadership positions with ASAE and other associations for nonprofit executives.

      Ann D. Springer

      Ann Springer has been at the American Psychological Association as associate general counsel for 10 years, with a focus on counseling and providing policy guidance to executive management, staff, and governance bodies on a range of corporate governance and risk management issues, as well as non-profit tax, employment, education, ethics, and accreditation. She previously served as general counsel to the American Association of University Professors, where she managed legal risk for multiple non-profit entities; presented, wrote, and advised college and university faculty, administrators, lawyers, and others on higher education legal issues; and wrote a number of amicus briefs in cases before federal and state courts.

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      Keith Moulsdale

      S. Keith Moulsdale is a partner at Whiteford, Taylor, & Preston, LLP. He is an intellectual property lawyer who co-chairs the firm’s cybersecurity practice. He has represented various organizations in connection with security breach attempts due to theft, SQL injection attacks, and brute-force attacks. He has also led cross-functional assessment, containment, and response efforts, developed mitigation strategies, and assisted clients in assessing and complying with statutory notification requirements and preparing information security policies.

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      Michael J. Fortunato

      Mike Fortunato is a shareholder at Rubin Fortunato, where he chairs the Employment Practices Group. He represents clients nationwide with respect to the federal, state, and local laws that govern today's workplace. He has represented clients in trials and arbitrations under Sarbanes-Oxley, Title VII, the Age Discrimination in Employment Act, the Equal Pay Act, the Family and Medical Leave Act, the Fair Labor Standards Act, the Americans with Disabilities Act, and their state counterparts. He also has prosecuted and defended common law claims arising out of employment relationships, including wrongful termination, constructive discharge, retaliation, defamation, fraud, and breach of contract.

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      Scott Godes

      Scott Godes, a partner at Barnes & Thornburg, LLP, is a veteran trial lawyer with experience in insurance coverage matters and technology issues. He is a member of the firm’s litigation department, co-chair of the Data Security and Privacy Practice Group, and a member of the Insurance Recovery and Counseling Group, the Internet and Technology Law Group, and the Federal Procurement Practice Group. He serves as co-chair of the Cyber Risk and Data Privacy Subcommittee of the American Bar Association Section of Litigation Insurance Coverage Litigation Committee. He has also co-chaired ABA’s Computer Technology Subcommittee of the Insurance Coverage Litigation Committee.

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      Robin Maril

      Robin Maril serves as associate legal director at the Human Rights Campaign. Her work focuses on federal programs and administrative policies that impact the LGBTQ community. Prior to joining HRC, she served as a Presidential Management Fellow at the U.S. Department of Housing and Urban Development in Washington, DC. While at HUD, she worked on Section 8 voucher policy development, specifically focused on deconcentrating poverty and increasing mobility for voucher holders. Also at HUD, she worked as a regulatory attorney in the Legislation and Regulation Division of the Office of the General Counsel, where she drafted the 2010 HUD implementing rule for the Violence Against Women Act conforming amendments.

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      Monica Richman

      Monica Richman, a partner in Dentons Intellectual Property and Technology practice, represents many of the world’s biggest names in the financial, consulting, software, and tax industries. Recognized as a leading intellectual property attorney by World Trademark Review, Euromoney Legal Guide, and Chambers USA and as a New York “Super Lawyer,” she frequently advises on licensing, trademark selection, trademark portfolio management, due diligence, e-commerce, and social media. She negotiates and drafts a wide variety of commercial contracts, including technology licenses, master services agreements, statements of work, strategic alliances, and co-branding agreements.

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      Margaret Von Lienen

      Margaret Von Lienen serves as the director, exempt organizations examination, in the IRS Tax Exempt and Government Entities Division, where she develops compliance goals, policies, and procedures and measures and implements the overall exempt organizations enforcement strategy. Previously, she held leadership positions in the agency’s Large Business and International Division after beginning her career with the IRS in 1984 as a revenue agent. She holds a bachelor’s degree in accounting from Truman State University and a master’s in taxation from Florida Atlantic University. She is a CPA, licensed in Missouri.

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      Cancellation, Refund & Substitution Policy

      Submit all requests to ASAE Registration via email at [email protected] All registration cancellations and refund requests must be made in writing by October 21, 2016, to receive a full refund, less a $75 administrative fee. Refunds cannot be approved for requests received after this date, to include no-shows. Substitutions are gladly accepted at any time. Badge sharing, splitting, and reprints are strictly prohibited.

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