Chicago Law: Association Law Symposium

Chicago Law: Association Law Symposium

Event Information


Jun 02, 2017 - Jun 02, 2017 Central


8:00 AM - 4:30 PM


Gleacher Center

450 North Cityfront Plaza Drive
Chicago, IL 60611
United States

CAE Hours:



Applied, Strategic

Member Price:


NonMember Price:


Access Points:



The Chicago Law: Association Law Symposium is an interactive legal education event that addresses the most pressing issues in association and nonprofit law today. It is designed for association and nonprofit attorneys, CEOs, and COOs who must stay abreast of essential association law and governance matters. You'll hear timely, detailed updates on legislative developments, regulatory changes, and court precedents and learn how they are likely to affect your association's day-to-day operations and strategic planning. Sign up today to:

  • examine critical legal issues through powerful, real-time conversations with thought leaders.
  • cultivate your network of in-house or outside counsel and senior association executives who will hold you accountable for your learning goals.

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

Educational materials will not be distributed at the symposium. Attendees may access the session resources electronically.

  • Agenda

    • Friday, June 2, 2017

      8:00 – 8:30 a.m. 
      Registration, Continental Breakfast, and Welcome Remarks
      Kimberly Pendo, founding member, Chicago Law Partners, LLC.

      8:30 – 9:30 a.m.
      Human Resource Issues Arising Under the Trump Administration: What We Know So Far and What We Might Expect in the Future
      James Whitehead, senior counsel, Sidley Austin LLP

      With a new administration in the White House, associations can expect major changes in employment law on both the federal and state levels. Examine the changes that have already occurred since Inauguration Day in the laws and regulations enforced by the U.S. Department of Labor, the Equal Employment Opportunity Commission, and the National Labor Relations Board, and in employment legislation passed by or under consideration in Congress. Identify and explore possible future employment law developments at both the federal and state levels that may affect associations and their employers.

      9:30 – 9:40 a.m.

      9:40 – 10:40 a.m.
      What the ®™©℠? Understanding Your Intellectual Property Rights and How to Use Them
      John Burke, associate, Vedder Price

      Discuss the various types of intellectual property created by associations, the rights attendant to each under U.S. law, and best practices for protecting those rights. Topics will include creating and protecting derivative works, assignment agreements for collaborative projects, speaker agreements, and protecting proprietary information. Also, examine common mistakes in asserting and enforcing intellectual property rights and lessons learned.

      Tax Issues
      Moderator: Michael Clark, partner and cochair, Nonprofit Institutions Practice, Sidley Austin LLP
      Evelyn Brody, professor of law, Chicago-Kent College of Law, Illinois Institute of Technology
      Evan Liddiard, CPA, senior policy representative, National Association of Realtors

      For the first time in more than 30 years, Congress and the White House seem to be in agreement that some form of comprehensive tax reform should be enacted. Explore the prospects for and timing of tax reform legislation in 2017, as well as provisions of interest to associations and their members. Expert panelists discuss proposals relevant to tax-exempt organizations, including possible changes to charitable contribution deduction limitations and the taxation of investment income.

      10:40 – 10:50 a.m.

      10:50 – 11:50 a.m.
      What You Need to Know About Legal Ethics During an Internal Investigation
      Andras Kosaras, counsel, Arnold & Porter Kaye Scholer LLP

      When was the last time you read the Rules of Professional Conduct? Identify and discuss the legal ethics issues that arise regularly for attorneys who represent tax-exempt organizations. This presentation analyzes the rules and highlights pitfalls and tips for compliance based on an internal investigation scenario at a nonprofit organization.   

      Antitrust for Associations
      Jack Bierig, partner, Sidley Austin LLP

      Associations, accreditation and certification organizations, and standard-setting bodies often work to promote practices that benefit consumers and increase competition. Gather the tools and knowledge your association needs to increase sensitivity to antitrust issues that may arise. Some organizations’ and some members’ conduct in connection with association meetings may be deemed to suppress competition and, therefore, be in violation of antitrust laws. Evaluate the basic features of the antitrust laws and the antitrust implications of various organizations’ activities.

      11:50 a.m. – 1:10 p.m.
      Networking Lunch

      1:10 – 1:20 p.m.

      1:20 – 2:20 p.m.
      It’s No Secret: What You Need to Know to Address Privacy Issues
      Moderator: Maureen Ninneman, deputy general counsel, Rotary International
      Jason Betke, account executive, Lockton Companies
      Brian Hengesbaugh, partner, Baker & McKenzie LLP

      When it comes to privacy, don’t get caught unprepared. Your association needs to have policies to protect your private data and a plan to respond to and mitigate data breaches. An expert panel will share practical tips for drafting privacy policies, responding to data breaches, addressing international data protection laws, and looking ahead to future trends.  

      1:20 – 1:50 p.m.
      Express Session: Successful Contract Negotiation With the Executive Director = Successful Association
      Michael Chabraja, shareholder, Vedder Price

      The success of a nonprofit organization begins with the executive director and his or her relationship with the board. How can your association ensure that all bases (compensation, severance, benefits, and legal restrictions) are addressed during negotiations? How do you handle conflicts and manage expectations? In this express-learning session, you’ll get the answers to these questions and examine the steps necessary to make the best decisions in contract negotiations with the executive director.

      1:50 – 2:20 p.m.
      Express Session: Essential Tips and Considerations for Negotiating IT Contracts and Leveraging In-House Capabilities
      Richard Kick, acting chief information officer, Rotary Interntional
      Peter George, partner, Baker & McKenzie LLP

      In today’s cyber-centered world, your IT department is more important than ever. Is your organization considering liability, data integrity, and service levels in its vendor contract? Do you include renewal and termination language? Do you know when to walk away? In this express-learning session, you’ll explore these questions and get practical tips on what to include when discussing a vendor contract.

      2:20 – 2:30 p.m.

      2:30 – 3:30 p.m.
      Association Disciplinary Proceedings: Three Shades of Gray
      Susan Carlson, founding member, Chicago Law Partners LLC
      Richard Peterson, general counsel, American Academy of Orthopaedic Surgeons

      Associations are often faced with challenging situations in implementing disciplinary proceedings. Those challenges vary depending on whether the association is seeking to discipline members, chapters, or directors. Identify legal criteria applicable to potentially disciplining three categories of association constituents, the pitfalls associated with pursuing each type of disciplinary proceeding, and the associated legal issues, such as indemnification, insurance, due process, and antitrust exposure.

      3:30 – 4:30 p.m.
      Closing Session: Dancing with the Stars!
      Moderator: J. Craig Busey, general counsel, American Dental Association
      Paula Cozzi Goedert, partner, Barnes & Thornburg LLP
      Jonathan Howe, FASAE, senior and founding partner/president andCEO, Howe & Hutton LTD
      Isham Jones III, general counsel, American Veterinary Medical Association
      Jed Mandel, founding member, Chicago Law Partners LLC

      Tired of doing the tango without a lead around the legal issues that affect you every day? Join this panel of association law thought leaders as they show off quick steps and nimble thinking i while responding to your questions about a wide array of today’s legal issues for associations.

  • Speakers

    • author image

      Jason Betke

      Jason Betke is an insurance professional with Lockton Insurance Services, one of the largest privately owned insurance brokers in the country. He focuses on executive liability insurance and finding solutions to mitigate data breaches, network failures, cyber extortion and other privacy risks affecting nonprofits and foundations. Jason regularly advises executive management, directors, and officers on enterprise risk management and data privacy strategies. Before joining Lockton, he was an attorney at a Chicago law firm, where he gained experience advising clients on data privacy laws and regulations.

      author image

      Jack R. Bierig, Esq.

      Jack Bierig is a partner at Sidley Austin LLP and has extensive experience in the general representation of associations; antitrust counseling; copyright, trademark, and trade secret matters; and healthcare and FDA regulation. He has been recognized in “Chambers USA 2012–2016” in antitrust and in “Legal 500 US 2014–2016” for nonprofit. Jack was most recently recognized for outstanding client service in the 14th annual “BTI Client Service All-Stars” report for antitrust. He has also been recognized in “The Best Lawyers in America” since 1995 in the areas of corporate law: nonprofit organizations and charitable giving, healthcare law and nonprofit/charities law, as well as being named Chicago Healthcare Lawyer of the Year in “Best Lawyers 2011.”

      author image

      Evelyn Brody

      Evelyn Brody teaches tax courses at Chicago-Kent College of Law, Illinois Institute of Technology, and she has taught at the University of Pennsylvania, Duke University, and New York University. Evelyn previously worked in private practice and with the U.S. Treasury Department’s Office of Tax Policy. She has served as secretary of the American Bar Association’s Section on Taxation and is an affiliated scholar with the Urban Institute’s Center on Nonprofits and Philanthropy. From 2004 to 2013, Evelyn was the reporter of the American Law Institute’s project on “Principles of the Law of Charitable Nonprofit Organizations.”

      author image

      John Burke

      John Burke is an associate at Vedder Price in the Chicago office’s Intellectual Property group, counseling clients in patent, trademark, copyright, and trade secret matters. He concentrates on prosecuting patent and trademark applications before the US Patent and Trademark Office and in advising clients on both enforcing their intellectual property rights and defending against infringement claims. John works with clients from a wide spectrum of industries and regularly works with Vedder Price’s Trade Association group on matters pertaining to association intellectual property protection and enforcement, including preparation of licensing agreements, contract negotiations for customizable deliverables, and demand letters.

      author image

      Jonathan T. Howe, JD, FASAE

      Jonathan Howe is the senior and founding partner and president and CEO of Howe & Hutton Ltd. He serves as general counsel for Meeting Professionals International (MPI), the International Special Events Society, the Trade Show Exhibition Society, and the Association Committee of 100, sponsored by the U.S. Chamber of Commerce. He is the legal editor for “Meetings & Conventions” and “The Meeting Professional,” the official MPI journal. Jonathan is also a founder, past president, and board member of the Academy of Hospitality Industry Attorneys. He is the special advisor to the American Bar Association Standing Committee on Meetings and Travel and served as a member of its Task Force on Membership Benefits for Disabled Lawyers.

      author image

      Susan Feingold Carlson, Esq.

      Susan Carlson is a founding member of Chicago Law Partners LLC. She counsels international, national, state and local trade associations, professional societies, certifying boards, educational foundations, and other nonprofit organizations on all aspects of their corporate governance and operations. Susan’s expertise includes antitrust, contract, tax, credentialing, intellectual property, healthcare, publishing, liability, chapter and affiliate relations, meetings and conventions, and membership matters. She has spoken and written extensively on association matters and has been recognized as a leading lawyer in association and nonprofit law by the Leading Lawyers Network.

      author image

      Michael A. Clark, Esq.

      Michael Clark is a partner and cochair of the Nonprofit Institutions Practice at Sidley Austin LLP. He has experience representing clients with respect to federal income tax controversies in litigation and in negotiations with the Internal Revenue Service. Michael also has extensive experience as tax counsel for tax-exempt organizations, including trade and professional associations.

      author image

      J. Craig Busey, JD

      J. Craig Busey is general counsel for the American Dental Association. He began his career in the litigation department of McDermott Will & Emery, where his practice was centered on civil litigation, antitrust, and intellectual property. Later, he was senior counsel for litigation with United Airlines, where he was involved with commercial and employment litigation, consumer relations, safety and security, government regulation, advertising, and bankruptcy law. While at United, he was an integral part of the crisis management team that dealt with three aircraft accidents and the aftermath of the September 11, 2001, terrorist attacks. Before joining ADA, he served as general counsel of the American Dietetic Association.

      author image

      Brian Hengesbaugh

      Brian Hengesbaugh is a partner with Baker & McKenzie LLP. He provides advice to a wide range of clients regarding the legal aspects of global privacy and data protection, data security, information technology, and related restrictions on data collection and movement. Brian works with global online businesses, pharmaceutical companies, healthcare providers, manufacturers, financial institutions, sourcing providers, retail companies, and other organizations. He assists them with data security breach and incident response, global company operations and applications—including websites, mobile, and e-commerce applications—sourcing, and corporate transactions, as well as litigation, internal investigations, and government inquiries.

      author image

      Michael Chabraja

      Michael Chabraja is a shareholder in the Litigation and Trade and Professional Associations practice groups at Vedder Price’s Chicago office. He has developed a special concentration on the representation of nonprofit organizations, including professional societies and trade associations. Michael serves as general or lead counsel for a number of national associations, providing advice on issues relating to governance, antitrust, intellectual property, and member disputes. He has extensive experience representing professional societies and associations in litigation involving alleged breaches of bylaws or association rules, defamation, and breach of fiduciary duty.

      author image

      Peter George

      Peter George is a partner in Baker McKenzie's North American IT/Outsourcing/Privacy Practice. He focuses on counseling providers and users in domestic and multijurisdictional outsourcing and offshoring transactions, from managed IT and ADM services to business process deals involving human resources, finance and accounting, and facilities management. Peter regularly advises insurance companies on many aspects of their domestic and foreign outsourcing activities, including information technology, software as a service, and sophisticated platform rollouts. He is recognized as a leading outsourcing lawyer by Chambers Global and Chambers USA.

      author image

      Paula Cozzi Goedert

      Paula Cozzi Goedert is a partner in the corporate department at Barnes & Thornburg LLP and chairs the firm’s Associations and Foundations Practice Group. She concentrates on representing nonprofit organizations, including healthcare and professional societies, boards and associations, and charities and private foundations. Paula serves as general or lead counsel for many national associations and nonprofits. She is a well-known author and lecturer on important issues for nonprofits and has received awards for her legal service from the Association Forum and Association Foundation Group.

      author image

      Jed R. Mandel, Esq.

      Jed Mandel is a founding member of Chicago Law Partners LLC. He has extensive experience in representing nonprofit organizations and is general counsel to more than 100 trade associations and professional societies. Jed’s 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 to advocate on behalf of client associations.

      author image

      Richard N. Peterson

      Richard Peterson is general counsel of the American Academy of Orthopaedic Surgeons. He directs the legal affairs of the academy and its parallel organization, the American Association of Orthopaedic Surgeons. Richard is responsible for monitoring the litigation activities of AAOS (as a plaintiff, defendant, or amicus curiae) and for advising the board of directors and executive management on all legal, regulatory, and related matters affecting the organizations. He also advises AAOS and its membership regarding the major legal issues affecting the practice of orthopaedic surgery. Richard is a frequent author and speaker on medico-legal matters.

      author image

      Maureen Ninneman

      Maureen Ninneman is a deputy general counsel with Rotary International, where she provides general legal advice in privacy, internal governance, contracts, and human resources, among other areas. She earned her bachelor’s degree from the University of Notre Dame and her J.D. from the University of Wisconsin. She is admitted to practice in Wisconsin and Illinois.

      author image

      Andras Kosaras

      Andras Kosaras is counsel for Arnold & Porter Kaye Scholer LLP. He represents domestic and international tax-exempt organizations on a broad range of regulatory, transactional, and operational matters, including structuring domestic and international programs, mission- and program-related investments, and business ventures. Andras advises exempt organizations involved in tax and governance controversies, including internal investigations, disputes over charitable gifts and gift restrictions, and examinations by the IRS and state charity regulators. He also represents individuals and corporate donors on charitable giving. Working with the firm’s legislative team, Andras monitors and provides advice on legislative and regulatory tax proposals affecting tax-exempt organizations.

      author image

      Isham Jones

      Isham Jones III is general counsel for the American Veterinary Medical Association. Before joining the AVMA, he spent several years working as an in-house attorney at the National Association of Realtors. Earlier in his career, Isham 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 acted as legal counsel at board meetings.

      author image

      James Whitehead

      James Whitehead is senior counsel with Sidley Austin LLP, which he joined after receiving his J.D. from the University of Chicago Law School and clerking for Judge John Paul Stevens on the U.S. Court of Appeals for the Seventh Circuit. James has practiced in all areas of employment law for over 40 years, defending employers in employment litigation in federal and state courts and administrative agencies. He also serves as a lecturer at the University of Chicago Law School, teaching classes in employment discrimination law and employment law.

      author image

      Evan Liddiard

      Evan Liddiard is a senior policy representative for the National Association of Realtors. He previously served as senior tax policy advisor to Sen. Orrin Hatch, the ranking Republican on the Senate Finance Committee. Evan was Senator Hatch’s legislative director and lead advisor on tax policy issues and budget, financial services, and Social Security issues. Evan took a brief hiatus from Capitol Hill to be a partner at the Legislative Tax Practice of KPMG’s National Tax Office. He was also a tax manager in the Salt Lake City and Washington National Tax offices of Deloitte, where he worked on corporate and small-business tax issues along with individual and estate tax matters.

      author image

      Richard Kick

      Richard Kick is acting chief information officer for Rotary International. He is responsible for leading an international team of technology professionals that support the needs of Rotary’s staff and 1.2 million Rotarians around the globe. Richard has over 20 years of experience in IT, focusing the last ten years on developing IT strategies and governance models that improve delivery quality and speed as well as drive technology value.

  • Policies

    • Our Guarantee

      Our goal is to provide truly exceptional offerings and service, and we won't be happy until you are. If any programs, products or services of ASAE do not fulfill our promise, we will make the situation right. 

      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 May 26, 2017, 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.

      Event Cancellation or Postponement

      ASAE reserves exclusive right to modify, postpone/reschedule or cancel programs for any reason, including but not limited to emergency, inclement weather or other ‘acts of God.’ If there is an event cancellation, every attempt will be made to reschedule, and registration fees will be applied to the rescheduled event date. Any travel, lodging, or incidental expenses incurred related to a cancelled event cannot be refunded under any circumstances. If a cancelled event cannot be rescheduled, ASAE will determine an equitable basis for the refund of a portion or all of the registration fees, after due consideration of circumstances and expenditures. 

      Consent to Use of Photographic Images

      Registration and attendance at, or participation in, ASAE meetings and other activities constitutes an agreement by the registrant to the use and distribution of the registrant or attendees’ image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities by ASAE and other third parties, including but not limited the venue, the host city and the host CVB.