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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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