NACUA 2013 General Counsel Institute

Thursday, January 10, 2013

6:30 PM – 8:00 PM


Welcome Reception sponsored by Legal Files Software, Inc.


Friday, January 11, 2013

7:00 AM – 8:00 AM


Continental Breakfast sponsored by Murtha Cullina


8:00 AM – 8:10 AM


Welcome and Introduction to Program

Kathleen Curry Santora, Chief Executive Officer, National Association of College and University Attorneys

Dana Scaduto, General Counsel, Dickinson College


8:10 AM – 9:25 AM


01. The General Counsel: The View from the President's Office

     

Kathleen Curry Santora, Moderator, Chief Executive Officer, National Association of College and University Attorneys

Jonathan Alger, President, James Madison University

Stephen Owens, General Counsel, University of Missouri


9:40 AM – 10:50 AM


02. Recent Institutional Crises and Lessons for General Counsel

  • •  Three recent high profile institutional crises "ripped from the headlines"
  • •  What general counsels can learn from these events
  • •  How institutions can recover and move forward

Josι Padilla, Moderator, Vice President and General Counsel, DePaul University

C. Peter Magrath, Former President, SUNY at Binghamton

Tomas Stafford, General Counsel, University of Wisconsin System

Scott Warner, Franczek Radelet P.C.


11:00 AM – 12:10 PM


03. Compliance 2.0: Next-Generation Issues Relating to the Implementation and Management of Compliance Programs on Campus

  • •  The current state of the art in campus compliance programs (if there is such a thing): are best practices emerging?
  • •  Is there consensus on whether the compliance office should report to (or be part of) the general counsel’s office?
  • •  New compliance tools your office can use
  • •  Compliance programs are no longer just for big institutions: implementing effective compliance programs at smaller institutions with limited resources

Lori Fox, Moderator, General Counsel, Teachers College, Columbia University

Marcia Isaacson, Chief Compliance Officer, The City University of New York

Robert Roach, University Chief Compliance Officer, New York University


12:10 PM – 1:30 PM


Networking Luncheon sponsored by LexisNexis


1:30 PM – 2:45 PM


04A. The General Counsel, the President, and the Board

  • •  Informing the president and the board of their legal obligations…and yours
  • •  Navigating president/board communications and conflicts

Jonathan Alger, President, James Madison University

Pamela Bernard, Vice President & General Counsel, Duke University

Jerry Blakemore, Vice President and General Counsel, Northern Illinois University

Walter Kimbrough, President, Dillard University


04B. The General Counsel and the Entrepreneurial University

  • •  The search for alternative revenue sources
  • •  Overcoming barriers to entrepreneurial activities
  • •  Examples of entrepreneurial activities, agreements, and strategic partnerships
  • •  The role of the general counsel: lawyer, business advisor, risk manager: institutional process and working with technology transfer, research, academic affairs, business affairs, and community development operations
  • •  Negotiating, vetting or drafting agreements: key considerations
  • •  Preserving institutional mission, values, and reputation
  • •  Conducting due diligence

Eileen Goldgeier, Moderator, Vice Chancellor and General Counsel, North Carolina State University

Robert Hoon, General Counsel, University of North Carolina at Wilmington

Andrew (Avi) Lauer, Vice President for Legal Affairs, Secretary and General Counsel, Yeshiva University


3:00 PM – 4:15 PM


05A. Show Me the Numbers: Assessing, Demonstrating, and Benchmarking the Value of the General Counsel's Office

  • •  Determining what should be benchmarked and how
  • •  The distinction between external and internal benchmarks
  • •  How to get started: tangible things large and small you can do to demonstrate office productivity, efficiency, quality, and performance
  • •  How computers, databases, and other information technologies can facilitate benchmarking

Lawrence White, Moderator, Vice President and General Counsel, University of Delaware

Bruce Melton, Associate General Counsel, University of Chicago

Rob Thomas, Vice President Strategic Development, Serengeti, Thomson Reuters


05B. The General Counsel and International Activities and Programs

  • •  Key legal issues of international programs and activities
  • •  Institutional strategies for successful international programs
  • •  Use of support organizations and partnerships
  • •  International agreements and foreign counsel

Clyde (Rocky) Sorrell, Moderator, General Counsel, Montgomery College

Mary Jo Dively, Vice President and General Counsel, Carnegie Mellon University

Charles Patrick Rose, Partner, Drinker Biddle & Reath LLP


4:30 PM – 5:15 PM


06A. The In-House Lawyer in 2013: Hiring and Career Development

  • •  Discussion Group

David Garber, President, Founder, Princeton Legal Search Group, LLC

Peter McDonough, General Counsel, Princeton University

Kathy Schulz, Vice President, General Counsel and Secretary, Stevens Institute of Technology


06B. On-Line Education Issues and the GC

  • •  Discussion Group

Lori Fox, General Counsel, Teachers College, Columbia University

Nancy Williamson, Vice President and General Counsel, University of Maryland University College


06C. The General Counsel and the Academic Medical Center

  • •  Discussion Group

Bruce Melton, Associate General Counsel, University of Chicago

Rob Thomas, Vice President Strategic Development, Serengeti, Thomson Reuters


06D. Dealing with Interest and Advocacy Groups

  • •  Discussion Group

George Moore, University Counsel, Temple University


06E. Small (1-2) Lawyer General Counsel Office Issues and Challenges

  • •  Discussion Group

David Corry, General Counsel, Liberty University


06F. The General Counsel and Institutional Diversity Issues

  • •   Discussion Group

Patti Ohlendorf, Vice President for Legal Affairs, The University of Texas at Austin


5:30 PM – 6:00 PM


The Freeh Recommendations: The Role of the General Counsel in Governance Reform, Policy Development, and Best Practices

     

Pamela Bernard, Vice President & General Counsel, Duke University

W. Scott Cole, Vice President and General Counsel, University of Central Florida

Stephen Dunham, Vice President and General Counsel, The Pennsylvania State University


6:00 PM – 7:30 PM


Networking Reception sponsored by Thompson Coburn LLP


Saturday, January 12, 2013

8:00 AM – 9:00 AM


Continental Breakfast


9:00 AM – 10:10 AM


07A. The General Counsel and Rogue Clients: Ethical and Practical Considerations

  • •  When the privilege doesn’t feel so privileged
  • •  When clients aren’t the lawyer but can’t help themselves
  • •  When personality, pomp, and politics drive the agenda
  • •  When the world knows at the same time you do
  • •  When colleagues aren’t the client but don’t know it

Marianne Schimelfenig, Moderator, General Counsel and Corporate Secretary, Saint Joseph's University

Marνa Alfaro-Lopez, General Counsel, John Carroll University

Mark Rotenberg, General Counsel, University of Minnesota

Frank Roth, General Counsel, Lehigh University


07B. The General Counsel and E-Discovery

  • •  What e-discovery is doing to the cost and complexity of civil litigation
  • •  Configuring data to facilitate response to e-discovery requests
  • •  Monitoring compliance with record retention policies and litigation holds
  • •  Negotiating and limiting the scope of e-discovery requests
  • •  Identifying outside consultants to help prepare institution and assist in request response
  • •  Steps the GC can take now to help prepare the institution

M. Kristina Raattama, Moderator, General Counsel, Florida International University

Robb Jones, Snr. Vice President & GC for Claims Management, United Educators Insurance Reciprocal Risk Retention Group

David Leone, Director of Litigation Support, Saul Ewing LLP

Lawrence White, Vice President and General Counsel, University of Delaware


10:25 AM – 11:35 AM


08A. The General Counsel and the Effective Use of Law Office Technology

  • •  Matter and document management systems
  • •  A panel of general counsels describe what has worked (and not worked) for their offices

Miles Postema, Moderator, Vice President and General Counsel, Ferris State University

Larry Barkoff, Assistant General Counsel, Eastern Michigan University

Nancy Footer, Vice Chancellor & General Counsel, University of North Texas System

Gregory Haile, General Counsel and Vice President for Public Policy & Government Affairs, Broward College


08B. The General Counsel and Student Safety

  • •  Students who are threats to others
  • •  Suicidal students and threats to self
  • •  Incidents of sexual assault
  • •  Administrators, campus police, and on-campus expertise
  • •  Interpreting and applying applicable law

Peter McDonough, General Counsel, Princeton University

Henry Morris, Arent Fox LLP

Sankar Suryanarayan, University Counsel, Princeton University


11:45 AM – 1:00 PM


09A. The General Counsel and Campus Training Programs

  • •  Determining what to train on and audiences for training along with determining the content of training resources
  • •  Finding training resources
  • •  Finding the most effective ways to provide law-related training on your campus

Ann Franke, Moderator, Wise Results, LLC

Eileen Goldgeier, Vice Chancellor and General Counsel, North Carolina State University

Leanne Shank, General Counsel, Washington and Lee University


09B. The General Counsel and the Athletics Department

  • •  The general counsel and NCAA compliance
  • •  Title IX compliance
  • •  Coaching and other athletic department contracts
  • •  Student athlete issues

Pamela Bernard, Moderator, Vice President & General Counsel, Duke University

Melinda Grier, Melinda Grier Consulting

Sheri Lipman, University Counsel, University of Memphis

David Williams, Vice Chancellor, Univ. Affairs and Athletics & GC, & Univ. Sec., Vanderbilt University