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.
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.
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 informaiton 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.