2022 Schedule

The 2022 Garrett and Corporate Counsel Institute is a three-day, in-person conference hosted by Northwestern Pritzker School of Law. All sessions are in Central Daylight Time. Session times and speakers are subject to change.

 View Agenda PDF

Wednesday, September 21, 2022

7:30 a.m. - Registration and Continental Breakfast

8:30–8:45 a.m. - Welcome and Overview

Speakers
Hari Osofsky, Dean and Myra and James Bradwell Professor of Law, Northwestern Pritzker School of Law, Chicago
Angelique David, Institute Chair, Corporate Counsel Institute; Executive Managing Director, Chief Operating Officer and General Counsel, Ziegler, Chicago
Robert Hayward, Institute Chair, Garrett Institute; Kirkland & Ellis LLP, Chicago

8:45–9:45 a.m. - Pandemic, War, and Other Black Swan Events: Managing and Planning for Crises

  • How to engage with key stakeholders during a crisis while protecting the organization
  • Boardroom oversight and disclosure issues as geopolitical and enterprise-level risks unfold
  • What levers organizations should focus on in anticipating and managing a crisis
  • Supply chain issues in a global economy, including impact of sanctions

Presenters
Thomas Cole, Sidley Austin LLP, Chicago
Paul Verbinnen, Partner, Co-Chairman of North America, FGS Global, South Florida

Panel Discussion
Tammy Albarrán, Chief Deputy General Counsel, Uber Technologies, Inc., San Francisco
Alan Tse, Global Chief Legal Officer and Corporate Secretary, Jones Lang LaSalle, Chicago
Melvin Williams Jr., Chief Legal Officer, Chicago Trading Company, Chicago

9:45–10 a.m. - Break

10–11 a.m. - Public Company Challenges: A Year in the Life

  • Challenges in oversight and disclosure for new and proposed SEC rules
  • Executive compensation in uncertain and volatile times, including proposed pay-for-performance rules and clawback standards
  • Best practices for counsel to provide guidance to the board and executive leadership

Session Chair
Jennifer Carlson, Mayer Brown LLP, Palo Alto, CA & Salt Lake City

Panelists
Renee Becker, Associate General Counsel, Securities & Assistant Secretary, Opendoor Technologies Inc., Las Vegas
LizAnn Eisen, Deputy Director, Disclosure Program, Division of Corporation Finance, SEC, Washington, DC
Deborah Golden, Executive Vice President, General Counsel and Corporate Secretary, GATX Corporation, Chicago
Christine Long, Faegre Drinker Biddle & Reath LLP, Indianapolis

11–11:15 a.m. - Break

11:15 a.m.–12:15 p.m. - Integrating DEI and Wellness Into Your Organization

  • Understanding the connection between inclusion and wellness
  • Integrating those efforts to create more effective retention and management strategies
  • Identifying ways to pilot integration and scaling it for your organization

Speaker
Dr. Arin N. Reeves, President & Principal, Nextions LLC, Chicago

Session will be submitted for Illinois Professionalism (Diversity and Inclusion) Credit, and for similar credit in other states as applicable.

12:15–1:30 p.m. - Lunch Sponsored by Houlihan Lokey

1:30–2:30 p.m. - Talent Management: The Future of Work and Other Employee-Related Issues

  • Managing a remote/hybrid workforce
  • Surviving the Great Resignation, including talent acquisition and retention strategies
  • Responding to the changing role of the employee/employer relationship and how it impacts talent management

Session Chair
Michael Schmidt, Cozen O'Connor, New York City

Panelists
Ismail Alsheik, Senior Vice President and General Counsel, Vantage Data Centers, Denver
Suzanne Skipper, Managing Director and Partner, Boston Consulting Group, New York City
Kristy Waterman, Executive Vice President, Chief Human Resources Officer, General Counsel, and Corporate Secretary, TreeHouse Foods Inc., Oak Brook, IL

2:30–2:45 p.m. - Break

2:45–3:45 p.m. - Hit the Bid: Getting Deals Done in a Competitive Yet Uncertain M&A Market

  • M&A trends in 2022 and the state of the M&A marketplace
  • Expectations of of limited/no due diligence versus a full process
  • Regulatory uncertainty and risk allocation, including antitrust
  • When worlds collide: PE sellers vs. serial strategic buyers

Session Chair
David Clark, Skadden, Arps, Slate, Meagher & Flom LLP, Chicago

Panelists
Alyssa Harvey Dawson, Chief Legal Officer and General Counsel, Gusto, New York City
Joseph Graves, Head of Corporate Transactions, M&A, CME Group Inc., Chicago
Erin Kirchner, Cooley LLP, Chicago
Dotun Obadina, Jones Day, Minneapolis

3:45–4 p.m. - Break

4–5 p.m. - Stress Management for Lawyers: Practicing a Growth Mindset to Overcome Burnout and Build Resilience

  • Navigating today's challenging environment
  • Understanding what a growth mindset is and its relationship to stress
  • Transforming how you view stress and the role it plays in your personal and professional development

Speaker
Matthew Dewar, Founder, Matt Dewar LLC, Chicago

Session will be submitted for Illinois Professional Responsibility (Mental Health) Credit, and for similar credit in other states as applicable.

5–6 p.m. - Reception Sponsored by FGS Global


Thursday, September 22, 2022

7:15–8:15 a.m. - Sponsored Breakfast Roundtables (By invitation only)

Session A: Waging the War on Integrity Risks
Presented by Charles River Associates

This interactive roundtable discussion will infuse forensic perspectives into standard business practices to enhance compliance and reduce integrity and reputational risks. Case studies discussed will cover conducting integrity due diligence on C-suite candidates, enhancing compliance program effectiveness through analysis of hotline data, and mitigating risks from model errors and will also include real-world examples of how other companies have gained sustainable competitive advantage.

Panelists
John Rademacher, Principal, Forensic Services Practice, Charles River Associates, Chicago
Amanda Rigby, Principal, Forensic Advisory Services, KPMG LLP, Chicago
Kristofer Swanson, Vice-President, Forensic Services Practice Leader, Charles River Associates, Chicago

Session B: Communicating with Key Audiences in Response to Social and Political Actions and Events
Presented by APCO

Companies face increased pressure from consumers, employees, and activist groups to take a stance on trending social and political issues. Senior APCO advisors will discuss communications considerations on how and when to respond and how to build a framework to successfully guide decision-making on engaging on social issues to build and protect companies' reputations.

Panelists
Ellie Rutland, Director, APCO Worldwide, Chicago
Kelly Stepno, Managing Director, APCO Worldwide, Chicago
Pete Wentz, Executive Director, APCO Worldwide; Adjunct Professor, Northwestern Pritzker School of Law, Chicago

7:30 a.m. - Continental Breakfast

8:30–9:15 a.m. - Keynote Conversation

9:15–9:30 a.m. - Break

9:30–10:30 a.m. - ESG: Everything You Say Can and Will Be Used Against You

  • Regulatory developments, trends, and lessons learned
  • Managing risks including shareholder proposals, litigation risks, and multi-stakeholder buy-in
  • Identifying opportunities with respect to customers, talent retention, investor relations, and sustainable financing

Session Chair
Sara Orr, Kirkland & Ellis LLP, Chicago

Panelists
Brooke Hopkins, Managing Director, AlixPartners, Dallas
Susan Lester, Global ESG Senior Counsel, Marketing & IP Legal Team, McDonald’s Corporation, Chicago
Marisa Murillo, K&L Gates LLP, Chicago
Michael Rispin, Director and Associate General Counsel, Sprout Social, Inc., Chicago

10:30–10:45 a.m. - Break

10:45–11:45 a.m. - Universal Proxy and Other Activism Trends: Coming Soon to an Annual Meeting Near You

  • Key developments and lessons learned from the 2022 proxy season
  • Virtual shareholder meetings in the 2023 proxy season and beyond
  • How the new universal proxy rules will fundamentally change the 2023 proxy season and proxy access will basically be irrelevant
  • Preparing for shareholder meetings under the new universal proxy rules

Session Chair
Beth Berg, Sidley Austin LLP, Chicago

Panelists
Kristin Coleman, Executive Vice President, General Counsel and Chief Compliance Officer, US Foods, Rosemont, IL
Bruce Goldfarb, President and Chief Executive Officer, Okapi Partners, New York City
Elizabeth Gonzalez-Sussman, Head of ESG Activist Investing, Olshan Frome Wolosky LLP, New York City
Greg Taxin, Managing Director, Spotlight Advisors, LLC, New York City

11:45 a.m.–1 p.m. - Lunch Sponsored by Houlihan Lokey

The next three sessions will leverage the same fact pattern and and provide an interactive cyber exercise, mock argument, and ethics discussion.

1–2:15 p.m. - Mock Cyber Exercise: Navigating Critical Issues in a Data Breach and Ransomware Scenario

  • Insights and advice on critical issues to consider during a ransomware scenario
  • How to handle an initial report, manage the investigation, navigate possible negotiations with threat actors, engage with the board and the C-Suite, and work with law enforcement
  • Strategies on crafting communications to stakeholders, including the board, investors, and customers

Session Chair
Paulette Dodson, former General Counsel, Alight Solutions, Lincolnshire, IL

Panelists
Siobhan Gorman, Partner, Brunswick Group LLC, Washington, DC
Shawn Henry, President and Chief Security Officer, CrowdStrike, Inc., San Jose, CA
Brent Kidwell, Chief Information Security Officer, Jenner & Block LLP, Chicago
Jay Patel, Assistant Special Agent in Charge, FBI, Chicago
David Saunders, McDermott, Will & Emery, Chicago
Andrew Soderna, Senior Commercial Counsel, Privacy Office Lead, Zebra Technologies Corporation, Chicago

2:15–2:30 p.m. - Break

2:30–3:30 p.m. - Mock Argument: Exploring the Board's Fiduciary Duty in a Cyber Incident

Presiding
Vice Chancellor Paul A. Fioravanti Jr., Delaware Court of Chancery, Wilmington, DE

Litigators
Anitha Reddy, Wachtell, Lipton, Rosen & Katz, New York City
Mike Sirkin, Ross Aronstam & Moritz LLP, Wilmington, DE
Commentator
Elena Norman, Young Conaway, Stargatt & Taylor, LLP, Wilmington, DE

3:30–4 p.m. - A Conversation with the Honorable Vice Chancellor Fioravanti

Moderator
Amy Seidel, Faegre Drinker Biddle & Reath LLP, Minneapolis

4–4:15 p.m. - Break

4:15–5:15 p.m. - Navigating Ethical Issues in the Wake of a Cyber Breach

  • Ethical implications in the wake of a cyber attack and escalation of obligations
  • When to retain outside counsel and when to retain an independent review team
  • Outside notification obligations and how to preserve privilege

Session Chair
Carol Anne Huff, Winston & Strawn LLP, Chicago

Panelists
Uma Amuluru, Chief Compliance Officer, The Boeing Company, Chicago
Alexander Boyd, Polsinelli PC, Kansas City
Wendy Muchman, Professor of Practice, Northwestern Pritzker School of Law, Chicago
Steven Puiszis, General Counsel, Hinshaw & Culbertson LLP, Chicago

Session will be submitted for Illinois Ethics Credit, and for similar credit in other states as applicable.

5:15–6:15 p.m. - Reception Sponsored by Mayer Brown LLP


Friday, September 23, 2022

7:15–8:15 a.m. - Sponsored Breakfast Roundtables (By invitation only)

Session A: M&A Communications: Navigating a Permanent Crisis Environment to Complete Your Transaction and Preserve Value
Presented by Abernathy MacGregor

Strategic communications firm Abernathy MacGregor will lead a discussion about how in-house counsel, M&A advisers, and corporate leaders can navigate external pressures and evolving expectations and shape stakeholder perceptions to get M&A deals done in today's environment.

Panelists
Dan Scorpio, Head of M&A and Activism, Abernathy MacGregor, Chicago
Sydney Isaacs, Managing Director, Abernathy MacGregor, Houston

Session B: Optimizing Corporate Litigation Portfolios Through Affirmative Recovery Programs
Presented by Burford Capital

For a corporate litigant, the decision to pursue an affirmative claim is sometimes fraught. What should legal departments be doing to value their legal assets, generate returns, and improve results for the benefit of shareholders? We will discuss how legal finance providers like Burford work with CFOs and GCs to help them take concrete steps to unlock the value of their litigation claims.

Panelists
Kelly Daley, Managing Director, Burford Capital, Chicago
Alyx Pattison, Senior Vice President, Burford Capital, Chicago

7:30 a.m. - Continental Breakfast

8:30–9:30 a.m. - The Evolution of Board Governance and Post-Pandemic Trends and Practices

  • Confidentiality, privilege, and other issues related to a virtual boardroom
  • Best practices in board and Committee composition, agendas, and calendars to enhance and improve oversight and trends in board and Committee evaluation practices
  • Practical suggestions for corporate executives and directors speaking out on topics of public interest
  • Evolution of board and shareholder meetings over the past two years and lessons learned

Session Chair
Jessica Lochmann, Foley & Lardner LLP, Milwaukee

Panelists
Kelly McNamara Corley, Principal and Co-Founder, The Red Bee Group LLC, Chicago
Nicole Puza, Assistant General Counsel and Corporate Secretary, Caterpillar Inc., Chicago
Sylvia Stein, Vice President, General Counsel, Corporate Secretary and Chief Compliance Officer, Modine Manufacturing Company, Racine, WI

9:30–9:45 a.m. - Break

9:45–11 a.m. - Roundtable on US Capital Markets and Enforcement Trends

  • Recent SEC enforcement initiatives and focus areas, including general counsel perspective on how these impact counseling the board
  • Stock buybacks and insider trading under proposed SEC rules
  • How the SPAC/de-SPAC market has impacted existing reporting companies
  • SEC rules and crypto

Session Co-Chairs
Colleen Batcheler, Executive Vice President, General Counsel and Secretary, The Hertz Corporation, Estero, FL
Eryk Spytek, Senior Vice President, General Counsel and Chief Compliance Officer, Lamb Weston Holdings, Inc., Eagle, ID
John Sikora, Latham & Watkins LLP, Chicago

Panelists
Yankun Guo, Ice Miller LLP, Chicago
Jerome Tomas, Baker & McKenzie LLP, Chicago

11–11:15 a.m. - Break

11:15 a.m.–12:30 p.m. - ESG is Everywhere: Putting it in Perspective for Your Business

  • Best practices in ESG programs, including how a company decides where to focus, pitfalls to avoid, and current trends
  • Climate 101: why companies need to focus on "E", what the terminology means, and how to set a climate goal
  • Preparing for SEC/other climate disclosures

Session Chair
Shannon Toolis, Vice President and Deputy General Counsel, CDW Corporation, Vernon Hills, IL

Panelists
Michael Arnold, Cravath, Swaine & Moore LLP, New York City
Katherine Canoy, Senior Director, Energy and Climate Practice, 3Degrees Group, Inc., Durham, NC
Suzette Carty, Global Head of ESG, CDW Corporation, Vernon Hills, IL (formerly Director, Global Sustainability, Brown-Forman)
Farzad Damania, Katten Muchin Rosenman LLP, New York City

12:30 p.m. - Institute Concludes