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A E F SM San Francisco, CA Tuesday, April 29, 2014 2014 Chief Legal Officer Leadership Forum (San Francisco)
A E F SM
San Francisco, CA
Tuesday, April 29, 2014
2014 Chief Legal Officer Leadership Forum(San Francisco)
Agenda
2014 Chief LegaL OffiCer Leadership fOrum (san franCisCO)
Tuesday, April 29, 20147:40am – 5:45pm
7:40am – 8:40am
Breakfast
8:40am – 8:45am
Argyle Executive Forum Opening Remarks
8:45am – 8:50am
Introducing the Fireside Chat:
Karl TorkeDirector, Global Legal SolutionsEpiq Systems
8:50am – 9:25am
Fireside Chat
John SchultzExecutive Vice President and General CounselHP
Interviewer:Nicolina MarzicolaVice President, Human ResourcesHP
Agenda
9:30am – 9:50am
Thought Leadership Spotlight Presented by Mitratech
”General Counsel: The Global Corporation’s Next Agent of Change”
Legal departments that do not undertake change management initiatives to address increasing global needs - including enhanced collaboration between global legal units, better management of legal global spend, and formal creation of business processes across the global legal organization - create risk for their business. In Through detailed case studies from global legal departments, we will establish a proven framework that general counsel should use to implement a global change management program.
Katie BullardVP, Product Management and MarketingMitratech
9:50am – 10:15am
Coffee Break
10:15am – 10:20am
Introducing ”The 21st Century General Counsel”
Brian McManusCEOLighthouse eDiscovery
Agenda
10:20am – 11:05am
Panel Discussion
”The 21st Century General Counsel”
Session topics include, but are not limited to:
• Understanding the role of the General Counsel in today’s world •WhatskillsdoGCsneedtopossess? •Howhastechnologyanddatachangedyourrole?• Understanding the risks of new technologies and the speed that information travels today for a
company• Best practices for managing the cloud and protecting company’s data• Handling BYOD, and developing comparable policies for employees• A look at the relationship between the General Counsel and other C-level executives •Lessonslearnedandleadingpracticesondevelopingacollaborativerelationshipand enhancing communications with the Board while managing risk exposure to the organization •Maximizingandaligningthevalueofthelegaldepartmentandfunctionwiththeoverallgoals of the company
Moderator:Amii Barnard-BahnFormer Chief Compliance & Ethics Officer- U.S. PharmaceuticalMcKesson
Panelists:Richard CumbleyTMT Partner, LondonLinklaters
Sayed DarwishChief Legal Officer and Executive Vice President, Corporate DevelopmentPolycom
Eric EissenstatSr. Vice President, General Counsel and SecretaryContinental Resources
Judy LindquistGeneral CounselH-E-B
Agenda
11:10am – 11:30am
Thought Leadership Spotlight Presented by Apttus
“Tales from the Fortune 500: Removing Contract Bottlenecks to Increase Revenue, Lower Costs and Reduce Risks”
Miguel TamSenior Director, Product MarketingApttus
11:30am – 11:45am
Coffee Break
11:50am – 12:35pm
Panel Discussion
”The General Counsel’s Role in M&A”
Session topics include, but are not limited to:
• Current M&A market trends• Recent developments affecting pursuit of M&A transactions• Hot-button due diligence topics for acquirers• Risk assessment for acquirers in evaluating challenging issues and troubled targets• Creativity in structuring around difficult M&A issues• Planning ahead for post-merger integration • Partnering with outside counsel to staff an M&A legal team that leverages respective strengths in
cost-effective manner
Moderator:John MartinPartnerBaker Botts
Panelists:Matthew GeekieSenior Vice President, Secretary and General CounselGraybar Electric Company
Alan GreenspanExecutive Vice President and General CounselGlazer’s, Inc.
John KahleExecutive Vice President, General CounselKimball International
Agenda
12:40pm – 1:00pm
Thought Leadership Spotlight Presented by CMS
”Trick or treat – Making the right choice in Europe's legal candy store”
Perspectives by:
Dr. Martin KolbingerPartnerCMS Munich (Germany)
Alain RaemyPartnerCMS Zurich
1:00pm – 2:00pm
Lunch
2:00pm – 2:45pm
Panel Discussion
“Navigating Compliance & Regulatory Challenges for Today’s GC’s”
Session topics include, but are not limited to:
• Whatarethekeyregulatorytrendsyouarefacing?• Howdoyousuccessfullykeepupwiththeconstantchanges?• Red flags to consider in designing effective compliance programs• Maintaining compliance with FCPA and other international anti-corruption statutes• Best practices and lessons learned on how to effectively run a legal department in multiple countries• Managing regulation that is constantly changing and diversifying as issues and problems seem to
converge
Moderator:Phil AlgieriAssociate Vice President of Legal ServicesQuislex
Panelists:Larry BoydEVP, Secretary & General CounselIngram Micro
Stephen DuffyVice President, General Counsel and SecretaryKraton Performance Polymers
Mark GriffinSenior Vice President and General CounselOverstock.com
Mai ShiverChief Compliance Officer and Director of Business Risk ManagementWellsCapitalManagement
Agenda
2:50pm – 3:35pm
Panel Discussion
”Considerations on Resource Allocation: Opportunities and Challenges”
Session topics include, but are not limited to:
• Whereisthelegaldepartmentbudgetbeingspentandhowcanitbeimproved?• Current constraints faced by in-house counsel: budgeting, efficiency, and agility• Different solutions to the same problems: seeking new vendors for expertise• Building relationships with outside counsel and vendors that understand your goals• How alternative fees work and the benefits of using them properly
Moderator:Todd CalvertCorporate Law SpecialistLexisNexis
Panelists:Alex BaehrVice President & General Counsel, GlobalColliers International
Stephan EberleAssistant General Counsel, Practice HeadSVB Financial Group
Timothy GeckleSenior Vice President, General Counsel & SecretaryThe Ryland Group
3:35pm – 3:55pm
Coffee Break
Agenda
3:55pm – 4:40pm
“From Green to (a touch of) Gray – Perspectives of a General Counsel”
On his tenth anniversary as General Counsel at CBRE, Larry Midler will reflect on his two-decades as an in-house lawyer and the qualities (and challenges) that make the GC position unique. Throughout his career, he has evolved to meet the demands of the modern general counsel position, and along the journey has called upon many lessons that they don’t teach in law school. Larry will share his insights, successes, lessons learned and, if we’re lucky, some of his more interesting war stories that have earned him his touch of grey.
Laurence MidlerEVP/General CounselCBRE
4:40pm – 4:45pm
Argyle Executive Forum Closing Remarks
4:45pm – 5:45pm
Closing Reception
*Please note, the agenda is subject to change.
The information, views, and opinions expressed by speakers and other participants at our conferences are those of the individual and do not necessarily reflect the views and opinions of Argyle Executive Forum.
Argyle Executive Forum, its directors and officers, do not guarantee that any information provided by a speaker or other participant is accurate or complete and Argyle Executive Forum does not endorse any opinions that may be presented.
Administrative Notes
securityPlease wear your name badge at all times during the meeting.
Please do not leave your personal belongings unattended in the meeting rooms.
Argyle Executive Forum will not be responsible for items left in the rooms.
mobile devicesPlease do not allow any mobile device to disrupt the meeting while in session.
All devices should be on silent mode.
ConversationPlease use areas outside of the ballroom to converse when the meeting is in session.
smokingPlease note that smoking is not permitted in the meeting venue.
The content of this program and the attendee list remain the sole property of Argyle Executive Forum and may not be rented, sold, or given to any outside party or used to market or promote any other meeting. Any such unauthorized distribution represents theft of property for which Argyle Executive Forum will pursue any and all appropriate legal remedies.
Speaker Materials are available upon request, pending availability.
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Keynote SpeakersSpeaking Faculty
IntroducIng the FIresIde chat:
KarL TOrKedireCTOr, gLObaL LegaL sOLuTiOnsepiq sysTems
Karl Torke is a Director with Epiq eDiscovery Solutions. He consults with corporations and law firms on all aspects of the e-discovery and document review process, from litigation readiness and forensics, to early case assessment and other data reduction strategies, through managed document review and production. Karl’s primary focus is on rendering e-discovery more defensible and cost-effective for clients by leveraging technology coupled with process oriented document review strategies. He also assists clients with class action claims administration solutions.
After graduating from University of California at Berkeley, Boalt Hall School of Law, Karl practiced commercial litigation and managed a number of document-intensive matters. He earned a BA in History and French from Indiana University, Bloomington.
fireside ChaT
JOhn sChuLTzexeCuTive viCe presidenT and generaL COunseLhp
John Schultz was named Executive Vice President and General Counsel for Hewlett-Packard Company in April 2012.
Prior to his role as General Counsel, John was the Deputy General Counsel for Litigation Investigations and Global Functions where he managed all major litigation filed against HP globally, including all intellectual property, government investigations, and commercial and employment disputes.
Before joining HP in September 2008, Schultz was a partner in the litigation practice of Morgan Lewis focusing on complex litigation, primarily defending consumer class-action, fiduciary liability, and technology-related commercial litigation. He was previously at Drinker Biddle & Reath for 14 years, where he also specialized in commercial and product liability litigation.
Schultz holds a J.D. degree from the University of Pennsylvania Law School and his undergraduate degree from Albright College.
Keynote SpeakersSpeaking Faculty
IntervIewer:niCOLina marziCOLaviCe presidenT, human resOurCeshp
Nicolina Marzicola is Vice President of Human Resources for Finance and the Office of the General Counsel (OGC). Nicolina started her HP career in 1997 in Mississauga, Ontario, Canada, as HP Canada’s first staffing manager. She continued to accelerate her development through various HR positions in Canada, finally landing as the Technology Services Group country HR leader before relocating to HP’s office in Roseville, California in 2002.
Throughout her 17 years with HP, Nicolina has held a variety of HR leadership roles including:
• support of Customer Operations and Marketing• Global HR Manager for the Procter & Gamble account (where she started the “Manager on Loan”
program)• HR Principal in outsourcing deals,• leading the employee engagement work stream on the EDS acquisition• Director of Global Functions Talent Management• HR Director of the Sales Operations organization
NicolinaearnedaB.A inPsychologyandPostGraduate inBusinessAdministration fromWilfridLaurierUniversity,Waterloo,Ontario,Canada.
Keynote SpeakersSpeaking Faculty
ThOughT Leadership spOTLighT presenTed by miTraTeCh
”general counsel: the global corporatIon’s next agent oF change”
KaTie buLLardvp, prOduCT managemenT and marKeTingmiTraTeCh
As VP of Product Management and Marketing, Katie is responsible for setting the overall direction and strategy of Mitratech’s corporate legal product portfolio and marketing programs. Previously at Mitratech, she served as the Senior Director of Strategic Programs, leading cross-functional projects that drove operational excellence across Mitratech, including Mitratech’s client satisfaction programs. Prior to joining Mitratech, she served as Marketing Director at Accruent, a leading enterprise software company specializing in real estate and facilities software. In her life before entering the software industry, Katie specialized in real estate strategy, contract negotiations, and site selection while working for local government, a major Fortune 200 retailer, and a global economic development consulting firm. Katie holds both a BA and MA in Urban & Environmental Planning from the University of Virginia.
Keynote SpeakersSpeaking Faculty
IntroducIng the ”the 21st century general counsel” panel:
brian mCmanusCeOLighThOuse edisCOvery
Brian McManus brings several decades of expertise and achievement to his role as Lighthouse’s Chief Executive Officer. Overseeing the organization’s day-to-day operations, Brian is charting the course of innovative solutions to keep Lighthouse outpacing other industry vendors in the high growth and dynamic eDiscovery space.
Beginning in January 2003, Brian was Executive Vice President of Infospace, Inc. (NASDAQ: INSP), now Blucora, Inc. (NASDAQ: BCOR), and was part of a small management team that successfully restructured and turned around the company. At Infospace, Brian ran the company’s online division, providing web search and local yellow pages search to consumers, and a SAAS model for businesses to create portal and search solutions for their customers. Brian successfully grew this division from a little over $50 million to a little under $200 million in revenues and significantly increased its operating cash flow. He focused on expanding the company’s partnerships with key industry players such as Google, Yahoo, Microsoft, and AT&T. He also led the company’s efforts to significantly improve the client experience through technology development and innovation.
Prior to Infospace, Brian held various senior executive roles in fast growing internet and telecommunications companies, includingCEOatAccessLineCommunications(Bellevue,WA),aleadingtelecommunicationsservices company, and Epoch Internet (Costa Mesa, CA), one of the country’s largest business-focused internet service and web hosting providers. Prior to his business career, Brian was a partner at the Seattle law firm of Mundt MacGregor. His practice was focused on advising entrepreneurial companies.
Brian received his law degree andM.B.A. from theUniversity ofWashington with high honors, was acontributorandeditorofTheWashingtonLawReview,andisamemberof theOrderof theCoif.Whilein law school, Brian was a Judicial Extern to the Honorable Barbara Rothstein, United States District Court JudgefortheWesternDistrictofWashington.HereceivedhisundergraduatedegreefromtheUniversityofCalifornia, Berkeley, where he was a Regents Scholar. He is a board member of The Rainier Vista Boys & Girls Club and The African Education Foundation, and is an advisor to the Powerful Schools Foundation.
Keynote SpeakersSpeaking Faculty
ThOughT Leadership spOTLighT presenTed by apTTus
“tales From the Fortune 500: removIng contract bottlenecks to Increase revenue, lower costs and reduce rIsks”
migueL TamseniOr direCTOr, prOduCT marKeTingapTTus
As AVP and Sr. Director of Product Marketing at Apttus, Miguel Tam applies more two decades of experience helping the legal community in process optimization and software implementation. In his current role, Miguel leads all product marketing and vertical marketing efforts at Apttus, a rapidly growing provider of quote-to-cash software. As such he has authored numerous white papers and webinars on the topic of Contract Management, including “The Financial Impact of Contract Management” and “Secrets of Contract Management Success.” Prior to Apttus, he was at Serena Software, where he drove overall messaging, sales enablement and marketing campaigns for company’s core products, representing millions in annual new license revenue. Miguel has also held marketing and product marketing positions at Right90, Niku, CA, Oracle, and Agile Software. He holds a BS in Product Design from Stanford University and an MBA from the Hass School of Business at the University of California.
Keynote SpeakersSpeaking Faculty
ThOughT Leadership spOTLighT presenTed by Cms
”trIck or treat – makIng the rIght choIce In europe’s legal candy store”
perspectIves by:
dr. marTin KOLbingerparTnerCms muniCh (germany)
Martin Kolbinger has been practicing law at CMS for ten years. He is based in CMS’ Munich office and advises national and international clients on domestic and cross-border corporate transactions, including M&A and joint ventures. Martin is currently assisting Telefónica Germany on its pending $11 billion-acquisition of EPlus (Germany’s no. 3 mobile network operator acquiring no. 4). In 2013, he advised Burger King on the re-franchising of its German restaurants. Furthermore, Martin frequently advises on transactions in the digital media sector, including on media for equity transactions. In addition, Martin advises companies, shareholders and groups of companies on all aspects of corporate matters, including capital measures, group (re-)structuring, formation of subsidiaries in Germany and abroad, cash pooling, shareholders’ meetings and capital markets requirements.
Martin is an alumnus of the Universities of Passau (Germany) and Lausanne (Switzerland) and holds a doctor’s degree of the University of Passau. He was a scholar of the German Merit Foundation and worked as an assistant professor at the University of Passau and as a lecturer for civil law at the State University of Krasnoyarsk (Russia). Since 2009, Martin has been a lecturer for business law at Munich Business School.
Martin is admitted to the German Bar. He has work experience, inter alia, in the U.S., the U.K. and Chile. In 2009/2010, Martin worked as a foreign legal consultant with a top Korean law firm in Seoul. Besides German and English, Martin speaks French and Spanish.
Keynote SpeakersSpeaking Faculty
aLain raemyparTnerCms zuriCh
Alain Raemy has been practicing law at CMS for 19 years and is based in its Zürich office. His practice focuses on international and domestic M&A transactions, corporate restructurings, corporate law and general contract matters (e.g. joint ventures, partnerships and shareholders’ agreements). He is experienced in a broad range of national and international transactions both sell- and buy-side (including corporate auction processes) and the assistance of clients in their ongoing corporate and commercial activities. His practice also covers aspects of antitrust law. Alain has worked in a variety of industry sectors but has special expertise in the energy and the technology sector. He has recently advised a large multinational oil & gas company in the disposal of its Swiss retail network and a major Swiss utility in the partial disposal and formation of a joint venture regarding its foreign wind farm interests. In the technology sector, Alain’s experience ranges from the inception of Orange Switzerland, one of the three Swiss mobile telecom operators, including issues of spectrum licensing, negotiating contracts with strategic partners to a variety of contract and regulatory questions in the telecoms sector. Alain also serves as board member of Cogent Internet Switzerland LLC.
Alain graduated from the University of Fribourg (1991, licentiate) and the College of Europe in Bruges, Belgium (1995, LL.M.). He worked two years in a French language law office and as an intern in a major U.S. law firm. Alain is fluent in German, English and French.
Keynote SpeakersSpeaking Faculty
“From green to (a touch oF) gray – perspectIves oF a general counsel”
LaurenCe midLerevp/generaL COunseLCbre
Laurence H. Midler is Executive Vice President and General Counsel for CBRE. Larry also serves as the company’s Chief Compliance Officer, overseeing the Corporate Compliance Program, which was initiated in late 2004, and as the executive in charge of Corporate Responsibility efforts for the firm.
Since joining CBRE in 2004, Larry has been engaged in a process of continual improvement of CBRE’s legal, corporate governance and compliance functions, as well as providing legal support for some key transformational events in the Company’s history. Larry led legal efforts on the company’s initial public offering in 2004 and its $2.2 billion acquisition of Trammell Crow Company in 2006, which transformed CBRE from primarily a transaction sales & leasing company to one with balanced revenues from both transactional and contractual businesses. Larry created the Company’s first legal & compliance group in its Asia Pacific region and led the integration of the Company’s European legal & compliance group into whatbecamethefirstgloballegalreportingstructurefortheCompany.Withthestructureinplace,Larrydeveloped the Company’s first comprehensive Global Anti-Corruption Policy and Compliance program. In 2011, Larry was instrumental in leading the Company through its latest transformation: the doubling of its investment management business to $100 billion in assets under management through a $1 billion acquisition of ING Group’s global real estate investment management businesses throughout Europe, Asia and the U.S. These and other achievements earned Larry the General Counsel of the Year awards from the Century City Bar Association in 2007 and from the Los Angeles Business Journal in 2011.
PriortojoiningCBRE,Mr.MidlerservedasGeneralCounseltoMicroWarehouse,Inc.,priortotheacquisitionofitsNorthAmericanbusinessesin2003byCDWCorporation.Followingthesale,Mr.Midlerservedassole director, President and CEO and led the process of selling the company’s European operations and windingupthecompany’saffairs.Earlier,Mr.MidlerwasanassociateatLatham&Watkins,agloballawfirm, in their New York City office. Mr. Midler holds a Juris Doctor degree from the New York University School of Law and a Bachelor of Arts, with distinction, from the University of Virginia.
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Panels
paneL disCussiOn
”the 21st century general counsel”
moderator:amii barnard-bahnfOrmer Chief COmpLianCe & eThiCs OffiCer- u.s. pharmaCeuTiCaLmCKessOn
Amii has over 20 years of combined legal, ethics/compliance and human resources management expertise. Through close partnership with business management, operations, and key support functions, she designs and implements values-based ethics and compliance solutions that effectively manage business risk and drive a self-governing performance culture.
Amii’s experience includes internal investigations, human resources consulting, corporate policy development, employment and general business litigation, and Congressional lobbying and legislative analysis. She is an inspiring team leader recognized for her integrity, dedication, and passion for results.
Amii is an Adjunct Professor at the Golden Gate University School of Law, and formerly served as Chair of the Healthcare Industry Group of the Ethics & Compliance Officer Association. Previously, Amii founded programs at Fireman’s Fund Insurance Company and Allianz Life Insurance Company of North America, two member companies of Allianz SE, a Fortune 20 global financial services group.
Amii is an honors graduate of both Georgetown University Law Center and Tufts University. Amii lives in Kensington, California with her husband Michael and their two daughters. She has provided board leadership and raised substantial contributions for the benefit of organizations dedicated to human needs and the performing arts.
panelIsts:riChard CumbLeyTmT parTner, LOndOnLinKLaTers
Richard is a partner in the TMT team in London with 15 years’ experience in outsourcing and contentious and non-contentious information governance issues. He has particular experience in advising large multi-nationals on complex international data protection and information management issues. He has advised on five successful BCR projects, and has others in progress.
He has recently led teams advising Barclays Bank, KPMG, Hyatt Hotels, Sainsburys, Deloittes and the administrators of Lehmans on domestic and international data protection and information governance projects including the implementation of binding corporate rules.
Richard also has extensive experience in a mixture of commercial and regulatory IT work, including IT procurement and outsourcing. He has advised a series of clients on IT related issues including PwC, British Gas, JPMorgan Chase, RBS, KPMG, Sainsbury’s and British Gas.
Listed as a leading expert by Chambers & Partners in the field of data protection, he also led the team nominated at the European Outsourcing Awards in 2011. He was awarded European Technology Lawyer of the Year 2011 at the International Law Office Client Choice Awards, and formed part of the team that won the TMT Team of the Year at The Lawyer Awards 2011.
Panels
sayed darwishChief LegaL OffiCer and exeCuTive viCe presidenT, COrpOraTe deveLOpmenTpOLyCOm
Sayed Darwish is Polycom’s Chief Legal Officer, Executive Vice President of Corporate Development and Corporate Secretary. He was named a Top In-House Lawyer for 2013 by the Daily Journal. Mr. Darwish’s responsibilities include Polycom Legal, Corporate Governance and Equity Program administration. Mr. Darwish also oversees the company’s corporate development efforts including M&A, Polycom’s developer ecosystem program, and Strategic Alliances, such as the company’s award-winning strategic relationship with Microsoft.
Mr. Darwish joined Polycom in August 2005. Prior to Polycom, he served as Vice President and General Counsel for EMC Corporation’s Software Group. Mr. Darwish joined EMC in 2003 after its acquisition of Documentum, Inc., where he was Vice President, General Counsel and Secretary.
Mr. Darwish also served as Vice President and General Counsel at Forté Software, Inc., where he helped manage the successful merger of Forté with Sun Microsystems, Inc. Mr. Darwish also worked as corporate counsel at Oracle Corporation and as an associate in the law firm of Brobeck, Phleger & Harrison.
Mr. Darwish is a graduate of the University of San Francisco School of Law, J.D. cum laude, and holds a B.S. in mathematics and a B.A. in economics from the University of Illinois, Urbana.
eriC eissensTaTsr. viCe presidenT, generaL COunseL and seCreTaryCOnTinenTaL resOurCes
Eric S. Eissenstat is Senior Vice President, General Counsel & Secretary of Continental Resources, Inc. Continental (NYSE:CLR), based in Oklahoma City, is focused on the exploration and production of onshore oil-prone plays and is a Top 10 independent oil producer. Continental was recently selected as the Energy Company of the Year at the Platts 2013 Global Energy Awards.
Eric serves on Continental’s Executive Team and in his capacity as General Counsel is responsible for all the legal affairs of the Company and advises management and the Board of Directors on all corporate governance and compliance matters.
Prior to joining Continental Resources, Eric served for 27 years as a Director with Fellers, Snider, Blankenship, Bailey & Tippens in Oklahoma City. Mr. Eissenstat is a Fellow of the Litigation Counsel of America, and in private practice was listed in Best Lawyers in America, Chambers USA, Oklahoma Super Lawyers (Top Ten Lawyer) and is a recipient of many awards including the OCBA Leadership in the Law Award, and the Oklahoma Lawyers for Children Service to Children Award. He has served on the Oklahoma Bar Association Board of Governors and in a prior life was selected as the Oklahoma Bar Association’s Outstanding Young Lawyer.
Mr.EissenstatservesontheBoardofDirectorsofOklahomaLawyersforChildren,UnitedWayofCentralOklahoma, YMCA and is President of the Luther Bohanon American Inns of Court. He is a graduate of both Leadership Oklahoma and Leadership Oklahoma City and was nominated as the 2014 Man of the Year by the Oklahoma City Leukemia and Lymphoma Society.
Eric received a BS (with honors) in Political Science from Oklahoma State University and a JD (with honors) from the University of Oklahoma, serving on the Oklahoma Law Review and Order of the Coif.
Panels
Judy LindquisTgeneraL COunseLh-e-b
Judy joined H-E-B in 2002 as General Counsel and Corporate Secretary. Her primary responsibilities within the H-E-B organization include overseeing legal and government affairs matters, shareholder relations, and participating in key long range planning, liquidity and succession activities.
Prior to joining H-E-B, Judy was a principal of Hewitt Associates, LLC, a global human resources management consulting firm, and a member of Hewitt’s ten person Executive Committee. At Hewitt, she focused primarily on ownership, compensation and retirement program strategy and design, leading the firm’s global Ownership and Financial Security practice areas. Prior to her tenure with Hewitt, Ms. Lindquist was a partner in a private law firm at which she focused on corporate, securities, ownership and compensation and benefit matters.
Judy received her J.D. degree, with top honors, from the University of Chicago Law School, and a B.S. in Mathematics from the University of Illinois.
Panels
paneL disCussiOn
”the general counsel’s role In m&a”
moderator:JOhn marTinparTnerbaKer bOTTs
John Martin serves as Partner in Charge of Baker Botts’ Palo Alto office and as the firmwide Technology Sector Chair. His principal areas of concentration are mergers & acquisitions, corporate finance, corporate governance, joint ventures, outsourcing transactions and general corporate matters.
Mr. Martin has extensive experience in representing both purchasers and sellers in complex M&A transactions involving both public and private companies. He also helps clients structure and negotiate corporate partnering arrangements, including joint ventures and strategic alliances.
In the corporate finance area, Mr. Martin has represented issuers and underwriters in registered public offerings, including initial public offerings and offerings by seasoned issuers. He has substantial experience with private equity fund and venture capital transactions.
Mr. Martin also is a recognized leader in representing parties in complex outsourcing and technology transactions, including BPO and ITO transactions.
Mr. Martin regularly counsels both public and privately held clients regarding corporate and federal securities law. He also advises clients in transactions involving special board committees formed to deal with interested party or conflict of interest issues.
panelIsts:maTThew geeKieseniOr viCe presidenT, seCreTary and generaL COunseLgraybar eLeCTriC COmpany
Matt Geekie is Senior Vice President, Secretary and General Counsel for Graybar, a leading distributor of electrical and communications products and related supply chain management and logistics services. A member of Graybar’s Board of Directors, Geekie leads the company’s legal department including risk management.
Some of Geekie’s primary legal functions at Graybar include real estate, sales, distribution and SEC matters. He also handles employment issues, contracts and adherence to federal acquisition regulations and Department of Defense contracting rules.
Geekie started his career as a trial lawyer at St. Louis firm Moser & Marsalek, next moving in-house to Siegel-Robert Inc. and later Blackwell Sanders Peper Martin (now Husch Blackwell Sanders). From there he was appointed to Assistant General Counsel at Emerson Electric, and then served as General Counsel and Secretary at XTRA Corporation, a Berkshire Hathaway subsidiary.
Withmore than 20 years of legal experience,Geekie iswell versed in corporate law, commercial andsecurities law, Sarbanes Oxley, domestic and international ethics, intellectual property, product liability, export/import law and environmental law.
Geekie is a native of St. Louis, and received both his law degree and undergraduate degree from Saint Louis University. He and his wife, Karen, have three children.
Panels
aLan greenspanexeCuTive viCe presidenT and generaL COunseLgLazer’s, inC.
Alan Greenspan joined the Glazer’s, Inc in 2010 as its first General Counsel. He is in charge of all legal affairs and corporate compliance. In this capacity, he is responsible for acquisitions, litigation, governmental affairs, intellectual property, and contracts, as well as all other legal and regulatory matters. Prior to joining Glazer’s,Mr.GreenspanwasapartnerinJacksonWalkerLLP,Dallas,Texas,whereheworkedforover20years and advised Glazer’s as its primary outside counsel. Mr. Greenspan earned his Bachelor of Arts at Amherst College, and his Juris Doctor degree from Vanderbilt Law School, where he graduated second in his class, was Order of the Coif, and an Associate Editor of the Vanderbilt Law Review.
JOhn KahLeexeCuTive viCe presidenT, generaL COunseLKimbaLL inTernaTiOnaL
John H. Kahle is Executive Vice President, General Counsel and Secretary of Kimball International, Inc.
Kimball International, Inc., based in Jasper, Indiana, is a preeminent manufacturer of furniture, furniture components and electronic assemblies, serving customers around the world. The company manufactures and markets a broad range of products under the family of Kimball brand names, as well as manufactures components and products on a contract basis for a variety of industries globally.
Mr. Kahle joined Kimball in 1987 and was named Vice President and General Counsel in 1988. He was promoted to Executive Vice President in 1997 and in 2001, he was appointed Secretary.
Mr. Kahle’s current responsibilities include oversight of the secretarial, legal, human resources, public and governmental relations, and facilities functions of Kimball International.
Prior to joining Kimball, Mr. Kahle was in private legal practice in Indianapolis, Indiana, and has experience as a CPA with national and regional accounting firms.
Mr. Kahle is a member of the American Corporate Counsel Association and a prior President of the Indiana Chapter. He is a past Chairman of the Corporate Counsel Section of the Indiana State Bar Association and the Indiana Manufacturers Association. He serves as a Director of the Dubois County, Indiana Area Development Corporation and is an appointed member of the Jasper Redevelopment Commission.
Mr. Kahle received a BS in Accounting from Indiana University and his JD from Indiana University School of Law in Bloomington. He is also a CPA and CMA.
Panels
paneL disCussiOn
“navIgatIng complIance & regulatory challenges For today’s gc’s”
moderator:phiL aLgieriassOCiaTe viCe presidenT Of LegaL serviCesquisLex
Phil began his legal career as an associate in the antitrust department at Skadden, Arps in New York, where he gained significant experience managing large-scale document reviews pursuant to both government investigations and private litigations, writing legal briefs, preparing for depositions and overseeing all aspects of discovery. At QuisLex, he oversees the supervision of its litigation services, manages client relationships, designs and implements litigation training programs, and helps refine processes for the effective completion of complex matters. He received his J.D. from Columbia University School of Law, where he was a Harlan Fiske Stone Scholar, and earned a B.A. with honors from the University of North Carolina at Chapel Hill.
panelIsts:Larry bOydevp, seCreTary & generaL COunseLingram miCrO
Larry C. Boyd is executive vice president, secretary and general counsel for Ingram Micro Inc. Ingram is the world’s largest distributor of information technology products and services. Boyd leads a team of legal professionals located in Brussels, Lille, Munich, Singapore, Shanghai, Sydney, Mumbai, Miami, Mexico City, Sao Paulo, Toronto, Indianapolis, and Southern California, and manages all legal aspects for Ingram’s global operations, from contract negotiations and employment issues to regulatory compliance and corporate disclosure requirements. He was promoted to this position in March 2004.
Boyd joined Ingram Micro in January 2000 as senior vice president, U.S. legal services. Prior to Ingram Micro, he was a partner with Gibson, Dunn & Crutcher where he practiced as a litigator for 22 years.
A 1977 graduate of Stanford Law School, Boyd also earned his bachelor’s degree in political science from Stanford University. He is a member of the State Bar of California, the American Bar Association, the Association for Corporate Counsel, and a director of Pacific Research Institute.
sTephen duffyviCe presidenT, generaL COunseL and seCreTaryKraTOn perfOrmanCe pOLymers
Steve Duffy was appointed Vice President, General Counsel and Secretary in February 2008. For two and one-half years, prior to his appointment, Mr. Duffy served as Counsel to Curtis, Mallet-Prevost, Colt & Mosle, LLP, an international law firm, where he was responsible for domestic and international energy sector transactions. Mr. Duffy previously served as Senior Vice President, Legal and Government Affairs for Paramount Petroleum Corporation from July 2004 to July 2005, and as Vice President, Global General Counsel and Secretary for KoSa B.V. from December 2000 to April 2004. Mr. Duffy earned an A.B. degree from Duke University and his J.D. degree from Southern Methodist University.
Panels
marK griffinseniOr viCe presidenT and generaL COunseLOversTOCK.COm
Mark J. Griffin is Senior Vice President and General Counsel to Overstock.com. Mark joined Overstock.com in May 2006 as General Counsel. As a private attorney, Mark represented Overstock.com in its fight againststockmarketmanipulation.Atthetime,hewasapartneratthelawfirmWoodbury&Kesler,SaltLake City, Utah.
Mark served 14 years in state government and has held the positions of Director of the Utah Securities Division, Deputy Secretary of State for the State of Nevada, and Assistant Utah Attorney General.
Mark also served in the leadership of the North American Securities Administrators Association, with offices inWashington,D.C., completinghisNASAAworkas its President in1997.OnbehalfofNASAA,MarkconductedseniorWhiteHouseStaffbriefings,andhastestifiedbeforeU.S.CongressionalCommitteesonlitigation reform, investor protection and securities market practices and regulation.
Mark is a member of the Utah State Bar and holds JD and BA degrees from Brigham Young University.
mai shiverChief COmpLianCe OffiCer and direCTOr Of business risK managemenTweLLs CapiTaL managemenT
Panels
paneL disCussiOn
”consIderatIons on resource allocatIon: opportunItIes and challenges”
moderator:TOdd CaLverTCOrpOraTe Law speCiaLisTLexisnexis
Todd Calvert is a Corporate Law Specialist with LexisNexis. His responsibilities include consulting with Fortune 2000 corporate legal clients regarding operational excellence: matter and legal spend management, outside counsel management, as well as strategic use of analytic information to improve legal outcomes, decreaserisk,andpositivelyaffectacorporation’sbottomline.Withhis20yearsexperienceinbusinessdevelopment and customer satisfaction in the high technology sector, he recently joined LexisNexis and the Business of Law Software Solutions group in February 2012 to help drive new business with legal groups in corporate accounts whom he has worked with in the past.
Prior to joining LexisNexis, he has been driving new business with Fortune 1000 companies requiring Enterprise Security platforms and IT Service Management for law firms and corporations at CA Technologies and Compuware Corporation. He also spent a decade in materials science and semiconductor capital equipment as an engineer, marketing and sales manager before moving into sales for enterprise software solutions. Todd graduated UC Santa Barbara with a B.S. in Mathematical and Applied Sciences.
panelIsts:aLex baehrviCe presidenT & generaL COunseL, gLObaLCOLLiers inTernaTiOnaL
Alex joined Colliers International in January 2011 as its first Global General Counsel and Corporate Secretary.WithattorneyslocatedinAustralia,China,Russia,England,Canada,NewYork,HonoluluandSeattle, Alex is responsible for management of the Company’s global legal function. Alex is also responsible for Colliers’ insurance and captive insurer and anti-bribery and ethics compliance programs.
Prior to joining Colliers, Alex was Senior Counsel to the Saudi Arabian Oil Company (“Saudi Aramco”) inDhahran,SaudiArabia.AlexwasalsoapartnerwithDorsey&WhitneyLLPandHolland&KnightLLPwhere he had a trial and counseling practice in antitrust, intellectual property and joint ventures. Alex earnedhisB.A.fromtheUniversityofWashington.HeearnedhisJ.D.fromtheWashingtonCollegeofLaw, The American University where he was a Dean’s Fellow and articles editor for the American University International Law Review.
Panels
sTephan eberLeassisTanT generaL COunseL, praCTiCe headsvb finanCiaL grOup
As assistant general counsel, Stephan Eberle is responsible for legal matters concerning SVB Financial Group’s global commercial banking business lines. In this role, he provides legal guidance on the development of the firm’s global expansion overseas, including oversees global entity formation, governance, regulatory and general legal matters for SVB Financial Group’s subsidiaries in China, India, Israel and the United Kingdom.
Eberle is also responsible for strategic and tactical legal matters concerning SVB Financial Group domestic commercial banking businesses, including commercial and consumer lending, deposit and global trade finance.
Eberle oversaw the legal and regulatory aspects of establishing SVB Financial Group’s financial valuation business, SVB Analytics, including leading legal due diligence and negotiations for the acquisition of a majority share in eProsper, which provides web-based software and third party outsourcing solutions to help clients manage corporate equity ownership information.
Eberle also has also provided legal guidance on general corporate matters, including SEC reporting, governance, marketing, human resources, litigation, bank regulatory compliance, company formations, mergers and acquisitions, asset sales and other general business matters.
Prior to assuming his current role, Eberle was senior counsel at Silicon Valley Bank for four years. During that period, he provided legal support for the formation of SVB Financial Group’s first two venture funds, a fund-of-funds and a direct equity fund, overseeing the operations and investments. In addition, Eberle led the legal due diligence for some of the Company’s intended acquisitions.
Before joining SVB Financial Group, Eberle spent seven years at law firms in San Francisco, including Sonnenshein, Nath & Rosenthal, where he practiced general business and intellectual property litigation. Eberle earned a juris doctorate from the University of California, Hastings College of the Law, and a bachelor of arts degree from the University of California at Berkeley, where he graduated magna cum laude, Phi Beta Kappa and with high distinction.
Eberle was a member of the California State Bar UCC Committee from 2002 to 2004.
TimOThy geCKLeseniOr viCe presidenT, generaL COunseL & seCreTaryThe ryLand grOup
As senior vice president, general counsel and secretary, Tim Geckle oversees Ryland’s legal representation and manages all legal matters for the company.
Mr. Geckle joined Ryland in January 1991 to start Ryland’s legal department. He was promoted to his current position in August 1997. Previously, he worked for Ryland’s outside legal counsel, Piper Rudnick, handling Ryland’s legal matters and transactions and specializing in corporate, securities and real estate law.
Mr. Geckle earned his law degree from the University of San Francisco. He also is a graduate of Catholic University of America, where he earned bachelor’s and master’s degrees in religion and religious education.
Mr.Geckleandhiswife,Bernadette,resideinWestlakeVillage,California.Theyhavetwochildren.
Partners
ThOughT Leadership spOTLighT parTners
At CMS, we immerse ourselves in our clients’ business. This enables us to deliver the most effective legal and tax solutions. Both leading domestic and major global corporations work with our 2,800 lawyers across our 56 offices in Europe, Russia, China, North Africa and South America.
ClientsselectCMSbecausewehavethemostextensivefootprintinEuropeofanyfirm.Weprovidelocalandindustry sector insight, global project management and our specialist teams work hard to add value to their projects, wherever they are taking place.
Each CMS firm is well-established in its own jurisdiction and is well-versed in collaborating with colleagues on multi-jurisdictional projects. Our clients expect the best and we focus on delivering the best. It is all part of creating and maintaining strong relationships built on trust.
Mitratech provides the only enterprise legal management software inside counsel will ever need. Fortune 500 and large enterprise law departments around the world rely on Mitratech to help manage legal processes and GRC. Mitratech’s TeamConnect platform is proven to automate and streamline matter management, e-billing, legal hold and compliance activities, resulting in reduced spend, improved productivity and risk mitigation.Withitsflexibleandscalabledesign,TeamConnectadaptstoanyorganization’sbusinessandITinfrastructure requirements. To learn more, visit http://www.mitratech.com.
Apttus delivers category-defining software that drives the vital business process between the buyer’s interest in a purchase and the realization of revenue. Delivered on the industry’s most advanced cloud infrastructure, the Salesforce Platform, Apttus’ Quote-to-Cash solutions increase sales and maximize visibility and control. Applications include Configure-Price-Quote (CPQ), Proposal Management, Contract Management and RevenueManagement.Withmorethan300enterprisecustomersand450,000+usersworldwide,Apttusis the industry’s fastest-growing provider of Quote-to-Cash solutions. Additionally, Apttus’ patent pending X-Author technology enables Microsoft Office to be a user-interface with full interaction and control between Salesforce and Microsoft Office. Apttus is based in San Mateo, California, with additional offices in Bozeman, MT; London, UK and Ahmedabad, India. For more information visit: apttus.com.
Partners
paneL parTners
Baker Botts is a globally respected law firm with offices around the world. Since 1840, we have provided the highest ethical and professional standards combined with our reach and depth of understanding of the law tohelpdeliverbetterandmoreinnovativesolutions.Wehaveadviseonabroadrangeofissues,includingmany of the largest, most complex matters.
Weunderstand the industrieswework inand the issuesandconcerns thatdefine those industries.Asaresult, we provide effective solutions that are comprehensive to protect our clients’ business interests and flexible to respond to emerging challenges. Because we take the time to know you and your industry, we can develop innovative strategies and deliver high-value, high-quality services that respond to the demands of an ever-changing business world.
WithapresenceintheAmericas,Europe,AsiaandtheMiddleEast,BakerBottsprovidesresponsiveserviceboth domestically and internationally. This broad reach enables us to go wherever clients’ industries go and respond to the challenges, minimize the risks and maximize the opportunities that are unique to their businesses and markets.
For over 170 years, Baker Botts has consistently delivered results-oriented services, establishing us as one of the world’s leading law firms. Our position in the profession is complemented by our tradition of leadership in government, the judiciary and our communities. Regardless of the size, sector or jurisdiction of a client, our commitment is to help all of them achieve their business objectives.
Deeper Understanding. Better Solutions. BakerBotts.com.
CounselLink® from LexisNexis® is a matter management, e-billing and legal hold solution that helps corporate law departments effectively manage matters, spend and legal holds while providing analytics and benchmarking tools for better decision making. Expert professional services and product support teams are available to help users maximize the benefits of the solution. Based in Sacramento, CA, the CounselLink business offers innovative and leading software solutions to addresses the unique requirements of both large and small law departments.
Linklaters is a preeminent global law firm which specialises in advising the world’s leading companies, financial institutions and governments on their most important and challenging transactions and assignments andinrelationtokeytopicsofrisk,regulationandreputation.Withofficesinmajorbusinessandfinancialcentres, we deliver an outstanding service to our clients around the world and we are commercial, pragmatic, relationship-focused and solution driven.
Partners
paneL parTners
QuisLex is the preeminent Legal Process Outsourcing (LPO) firm, specializing in executing complex document review,contractmanagement,andcomplianceprojects.Wecreatenewvalueandopportunitiesforlegalcounsel through the innovative alignment of the best of human capital, process discipline, and technology, making us the partner of choice for Fortune 500, Am Law 100, and Magic Circle firms on their bet-the-company matters.
Wehave reviewed billions of pages in support of litigation, investigatory, and regulatory requests, anddrafted, negotiated, and reviewed hundreds of thousands of contracts for compliance, pre- and post-merger M&A support, due diligence, and lifecycle management. In doing so, we strive to positively impact how law is practice and empower our clients to do more with less. QuisLex’s reputation for quality has been recognized by both clients and the legal industry at large, including being consistently ranked by Chambers & Partners as a Band 1 Legal Process Outsourcing provider. For more information, please visit www.quislex.com.
sessiOn inTrOduCTiOn parTners
Epiq Systems is a leading provider of managed technology for the global legal profession. Our solutions streamline the administration of electronic discovery, bankruptcy, litigation, financial transactions and regulatorycompliancematters.Weofferinnovativetechnologysolutionsforelectronicdiscovery,documentreview, legal notification, claims administration and controlled disbursement of funds. Our clients include leading law firms, corporate legal departments, bankruptcy trustees, government agencies, mortgage processors, financial institutions, and other professional advisors who require innovative technology, responsive service and deep subject-matter expertise.
Lighthouse eDiscovery guides clients through every aspect of eDiscovery, from the simplest projects to the most complex, risky matters. Our experienced, dedicated client teams deliver with high velocity, unparalleled quality,andapragmaticfocusonloweringoveralleDiscoverycosts.Wedevelophighlyinnovativeapplicationsbuilt on leading third-party technology, making it more effective and easier to use, and we custom-engineer solutions to specific client requirements. Our client-aligned approach has enabled us to form long-term relationships with many of the world’s leading corporations and top law firms who rely on Lighthouse to meet all of their eDiscovery needs. For more information, visit www.lhediscovery.com.
Upcoming Events
apriL 30, 20142014 Leadership in sOCiaL CusTOmer serviCe (virTuaL evenT)virTuaL
Perspectives by:• ChristineGagnon,FirstVicePresident-HeadofCorporateCustomerExperience,OneWestBank• Bruce Quernemoen, VP, Customer Loyalty, EMERSON• Sativa Leach, Senior Vice President, Marketing and Retail Operations, Citigroup• DawnMelesko,VicePresident,SocialMediaCommunityManager,WebsterBank• Stephen Fioretti, Vice President, Product Management, Oracle
may 6, 20142014 Chief infOrmaTiOn seCuriTy OffiCer (CisO) Leadership fOrumsan franCisCO, Ca
Perspectives by:• BobCheong,ChiefInformationSecurityOfficer,LosAngelesWorldAirports• Cory Louie, Head of Trust, Safety & Security, Dropbox• Frank Greco, Director of Technology, Kaazing• Chandar Venkatarman, Chief Product Officer, Druva• Eric Schou, Director of Product Marketing, HP• SriMuthu,VP,Technology&OperationsExecutive,WellsFargo• Bashar Abouseido, Vice President, Information Security Risk Management (CISO), Charles Schwab• Richard Greene, President, Seculert• Rich Campagna, VP Products, Bitglass• Richard Rushing, Chief Information Security Officer, Motorola Mobility• Tom McCreary, Information Security and Privacy Officer, California Public Employees Retirement System• Stephen Scharf, Global Chief Information Security Officer, Experian Marketing Services• Chris Tignor, Vice President Chief Information Security Officer, Capital One Financial• Greg Headley, VP of EPG Sales, AvePoint• Michele Robinson, State Chief Information Security Officer, State of California• Mike Morrato, Chief Security Architect, Visa• WalterCurd,VicePresidentandChiefInformationOfficer,MaximIntegratedProducts• Elimu Kajunju, Chief Privacy Officer & Senior Compliance Director, UnitedHealth• Maria Shaw, VP, IT Risk Management and Compliance, McKesson
may 6, 20142014 The mOdern hr envirOnmenT (virTuaL evenT)virTuaL
Perspectives by:• WayneReschke,VPHumanResources,AlliantEnergyCorporation• John McMahon, Senior Vice President & Chief Human Resources Officer, Cumberland Farms• Larry Mcclure, Senior Vice President Human Resources, Children’s Place Retail Stores• Pamela Stroko, Talent Management Expert & Evangelist, Oracle
Upcoming Events
may 8, 20142014 human CapiTaL Leadership breaKfasT: spOTLighT On CreaTing a Learning-driven CuLTureChiCagO, iL
Perspectives by:• John Derry, Senior Vice President - Human Resources, Kansas City Southern• Natalie Stute, Vice President, Corporate Human Resources, Jostens Inc• Hardeep Gulati, Chief Executive Officer, SumTotal Systems
may 8, 2014human CapiTaL Leadership fOrum ChiCagO, iL
Perspectives by:• Katya Laviolette, Chief Human Resources Officer, TC Communications• Gayle Schneider Loving, Practice Leader, Performance and Succession, Cornerstone OnDemand Inc• Chip Luman, Chief Operating Officer and Director, HireVue• Kristy Sidlar, Executive Director, Business Development, Allegis Group Services• Michaela Oliver, Head of Human Resources, Rosetta Stone• Dimitri Boylan, Chief Executive Officer, Avature• Hardeep Gulati, Chief Executive Officer, SumTotal Systems• John Derry, Senior Vice President - Human Resources, Kansas City Southern• David Hughes, VP Stratiegic Business Development Consultant, Right Management Consultants• Natalie Stute, Vice President, Corporate Human Resources, Jostens Inc• Jackie Gordon, SVP, Human Resources & Organizational Development, Chief Human Resources Officer, YMCA of
the USA• Stephanie Naito, Former Vice President, Talent Management, Nash Finch• JamieWomack,VP,Marketing&Branding,CareerBuilder• Stephanie Hasenbos-Case, VP Talent Management, Sears Holdings• Scott Drach, VP, Human Resources, Boeing• Diane Frisch, Senior Vice President, Human Resources, Ingredion• Sean Georges, Senior Vice President of Human Resources and General Counsel, Shoe Carnival• Matthew Herzberg, Senior Vice President and Chief Human Resource Officer, SunEdison• Jim Michaud, Former Executive Vice President, Chief Human Resources Officer, Cliffs Natural Resources• Cara Capretta, Vice President Human Capital Transformation, Oracle• Gary Yeaw, Vice President of Human Resources, SunCoke Energy
Upcoming Events
may 13, 20142014 Leadership in human CapiTaL ThinK TanK (hOusTOn)hOusTOn, Tx
Perspectives by:• Ben Kuntz, Sales Director, CareerBuilder• Sally Vardy, EVP, Human Resources, Transfield Services• AbdelTefridj,VP,WorkforceAnalytics,CareerBuilder• Kim Riddle, VP, Human Resources, Hercules Offshore• John Monark, Vice President – Human Resources, SM Energy Company• Deanna Jones, Vice President of Human Resources and Administrative Services, Marathon Oil Corporation
may 13, 2014CusTOmer Care Leadership fOrumChiCagO, iL
Perspectives by:• Jason Schneider, SVP, Sales, Clarabridge• MegRush,VicePresidentofConsumerExperienceandE-marketing,WellPoint• David Vap, Group Vice President, Product Development, Oracle• David Gustafson, Executive Vice President of Products and Marketing, Mattersight• Loukas Nakos, Director of Client Solutions, Medallia• Ashwin Devnani, SVP, Consumer Services & Centralized Operations, TransUnion• Grace Castaneda, Vice President Client Service Center, Centier Bank• Becky Ploeger, Vice President, Multi-Channel Sales and Service, Kohl’s Corporation• Steve Adamson, Division Vice President Member Services, Sears Holdings• Michael Milburn, Vice President, Business Operations Service Cloud, Salesforce.com• Chris Koziol, President and General Manager Interaction Management, Aspect• Trent Miller, Director of Consulting for Customer Experience Management, Performance Technology Partner• Sally Buchholz, Vice President Marketing & Customer Service, Saia• TroyMills,DivisionalVP,CustomerCareOperations,Walgreens• Bill Duff, Vice President, Customer Operations, CHEP• Tim Genovese, VP Guest Experience and Brand Consistency, IHG InterContinental Hotels Group• Jim Hightower, Senior Vice President, Customer Service, First Tennessee Bank• Matt Kiesling, VP, Inside Sales & Customer Service, ACCO Brands Corporation• Amy Swanson, Vice President Marketing and Member Experience, United Healthcare• Pat Quenan, Senior Vice President, Global Customer Service, Aon Hewitt Corporation• DianeBarr,VicePresident,CustomerExperience&BrandStandards,WyndhamWorldwideCorporation• Darla Caputo, Vice President, Contact Center Services and Operations, Protective Life Corporation• Rebecca Brese, Vice President, Customer Service, Digital Realty• DanGordon,SVPStrategy-ProductandMarketing,WestInteractive• Tim Albright, Senior Director of Community Strategy, Jive Software• Lynn Ridenour, Senior Director, Enterprise Marketing, Nuance Communications• Rob Daniel, Vice President Customer Loyalty & Insights, BMO Financial Group
Upcoming Events
may 13, 20142014 Chief finanCiaL OffiCer Leadership breaKfasTnew yOrK, ny
Perspectives by:• Andreas Rothe, CFO, Harsco Corporation• Mark Verbeck, Senior VP and CFO, Coupa Software
may 13, 2014Chief finanCiaL OffiCer Leadership fOrum: spring evenTnew yOrK, ny
Perspectives by:• Drew Hofler, Director, Solutions Marketing, Ariba• Amir Rosenthal, Executive Vice President, Finance & Administration, Chief Financial Officer and Treasurer, Bauer
Performance Sports• Andreas Rothe, CFO, Harsco Corporation• BryonWithers,VP,GlobalSolutions,VerticalBusinessLeaderFinance&Insurance,KellyServices• Bob Kolodgy, Senior Vice President and Chief Financial Officer, Blue Cross & Blue Shield Association• Doug Herron, Executive Vice President and Chief Financial Officer, Safelite AutoGlass• Joher Akolawala, Vice President Finance, Mondelēz International• Eric Spiel, Executive Vice President & Chief Financial Officer, Henry Modell & Company• MarkNittler,VPEnterpriseStrategy,Workday• Jan Dekempe, Chief Financial Officer, Region Americas, DB Schenker USA• MitchWeiss,VicePresident&ChiefAccountingOfficer,AlliedBartonSecurityServices• Keith Mattioli, Principal, CIO Advisory, KPMG• Dave Kellogg, CEO, Host Analytics• Michael Inglese, Chief Financial Officer, Aircastle Limited• ChristopherJamroz,PresidentandChiefOperatingOfficer,GardaWorld• Michael Mardy, Chief Financial Officer, Executive Vice President, Director, Tumi• Barbara Niland, Chief Financial Officer, Corporate Vice President - Business Management, Huntington Ingalls
Industries
may 14, 2014CiO/CTO/COO Leadership breaKfasT: spOTLighT On reaL Time TeChnOLOgynew yOrK, ny
Perspectives by:• Peter Esler, Global Head of Market Data, Jefferies & Company• Garrett Nenner, Managing Director, Market Structure, Rosenblatt Securities• Bala Subramanian, Chief Development Officer, S&P Capital IQ
Upcoming Events
may 15, 20142014 Leadership in risK: spOTLighT On CapiTaL marKeTs ThinK TanK (new yOrK)new yOrK, ny
Perspectives by:• JimmieLenz,SeniorVicePresident,ChiefRiskandCreditOffice,WellsFargo• Mike Davies, Managing Director- Risk Management, Morgan Stanley• Ashish Dev, Managing Director, Senior Corporate Risk Executive, JPMorgan Chase • Saad Aslam, Global Head Credit Policy, Risk Review and Credit Risk Regulatory Interaction, Credit Suisse• Tom Kimner, Head of Americas Risk Practice, SAS
may 20, 2014Leadership in human CapiTaL ThinK TanK san franCisCO, Ca
Perspectives by:• JoeWegener,VicePresidentHumanResources,Core-MarkHoldingCompany• Virginia Aulin, Corporate Vice President, Human Resources and Corporate Affairs, Boise• Dennis Plankar, Vice President, Sales, CareerBuilder• Keith Hadley, Practice Leader, Employment Branding, CareerBuilder
may 22, 2014Leadership in e-COmmerCe daLLas, Tx
Perspectives by:• Christine Augustine, Head of Mobile & Head of Search, Navigation & Personalization, BloomReach• Howard Purcell, Senior Vice President of Customer Development, Essilor of America• Chip Burgard, Senior Vice President, Marketing, CitiMortgage• Michael Grasso, Chief Marketing Officer, TXU Energy• Jakki Geiger, Senior Director, MDM Solutions Marketing, Informatica• David Young, VP Strategy & Operations, Travelocity• Chris Brogan, SVP, Strategy & Analysis, Hyatt Hotels Corporation• Jason Davies, VP, eCommerce, MasterCard• Mike Feltz, Regional Vice President, Midwest, GumGum• Frank Hamlin, EVP & GM, Marketing & E-Commerce, Guitar Center• Mark Nasr, Managing Director, eCommerce, United Airlines• Tom Lombardo, COO, Digital and Mobility, Jones Lang LaSalle• Brian Best, Vice President of E-Commerce / Digital Marketing, Boyd Gaming Corp.• Ravi Acharya, Vice President Technology, Global eCommerce and American Girl, Mattel• Jason Allen, Vice President, Multi-Channel, GameStop Corp.• HelenVaid,VPCustomerExperience,Walmart.com,Wal-MartStores• Phillip Easter, Head of Mobile Applications, American Airlines• AjitSivadasan,GlobalVicePresident&GM,eCommerce,Web,Sales&Marketing,Lenovo• Sri Reddy, VP Omnichannel, Radio Shack Corp.
Upcoming Events
may 22, 20142014 Chief marKeTing OffiCer breaKfasT: brand experienCe in The digiTaL eraaTLanTa, ga
Perspectives by:• Kristin Kelley, Chief Marketing Officer, Randstad• Duane Morrow, Executive Vice President & Chief Marketing Officer, Primerica• AnuragWadehra,ChiefMarketingOfficer,LivePerson
may 22, 2014Chief marKeTing OffiCer Leadership fOrumaTLanTa, ga
Perspectives by:• John Stetic, Vice President, Product Management, Eloqua, Oracle• Jeff Gregor, EVP & Chief Marketing Officer - TNT & TBS, and General Manager, TCM, Turner Broadcasting
System• James Carlson, Director, Business Development, NVISION• Rob Renshaw, RVP, Enterprise Sales (Southeast), Yext• Geoff Linton, President, Inbox Marketer• Courtney Pierce, Senior Director, Marketing, Brightcove• Franz Aman, Senior Vice President, Marketing Strategy & Operations, Informatica• Philipp von Holtzendorff-Fehling, Chief Marketing Officer, American Home Shield, Servicemaster• ScotSafon,SVPMktg&Promos,CNNNewsGroup,TheWeatherChannel• Duane Morrow, Executive Vice President & Chief Marketing Officer, Primerica• Reshma Shah, Assistant Professor in the Practice of Marketing, Goizueta Business School Emory University• Jo Ann Herold, Global Chief Marketing Officer, Interface• Rob Lynch, Brand President & Chief Marketing Officer, Arby’s Restaurant Group• Justin Evans, Chief Strategy Officer, Collective• Rick Medeiros, Executive Director, Global eCommerce, Digital & Social, Lenovo• David Christopher, Chief Marketing Officer, AT&T Mobility• Kristin Kelley, Chief Marketing Officer, Randstad• Cheryl Donahue, Regional Vice President, Enterprise Sales, Bazaarvoice• Holly Maddox, Vice President, Global Corporate Marketing, Elavon• Rob Crews, Former Chief Marketing Officer & EVP, Church’s Chicken• Lisa Arthur, Chief Marketing Officer, Teradata Applications, Teradata
June 4, 2014Leadership in human CapiTaL ThinK TanK (new yOrK)new yOrK, ny
Perspectives by:• Valerie Johnson, Vice President, Human Resources, Dress Barn• Keith Hadley, Practice Leader, Employment Branding, CareerBuilder• Andrew Streiter, Area Vice President, CareerBuilder
Upcoming Events
June 10, 2014Chief finanCiaL OffiCer Leadership ThinK TanKChiCagO, iL
Perspectives by:• KieranMcGrath,CFOIBMSWG,IBM• TomWeber,VicePresidentFinancialStrategy,U.S.CellularCorporation
June 11, 2014Chief LegaL OffiCer Leadership fOrum: spOTLighT On LiTigaTiOn washingTOn, dC
Perspectives by:• Greg Schuetz, Vice President and General Counsel Global Litigation and Dispute Resolution, Linde
North America• Raquel Tamez, Deputy General Counsel - Litigation/e-Discovery, CSC Global• Mary Beth Tighe, Vice President and Assistant General Counsel, R.R. Donnelley & Sons• John Ellsworth, Vice President, General Counsel and Corporate Secretary, Scansource• Matthew Mohwinkel, Vice President, Xerox• Sam Eberts, Chief Legal Officer, Corporate Secretary and Senior Vice President of Corporate Affairs,
LabCorp• Bryan Yeazel, Executive Vice President, Chief Administrative Officer & General Counsel, Stock
Building Supply• LeslieThornton,VicePresident&GeneralCounsel,WGLHoldings&WashingtonGasLightCompany• Tom Miiller, SVP, General Counsel and Corporate Secretary, Engility Holdings• Jonathan Graham, Senior Vice President and General Counsel, Danaher Corporation• Michelle Gluck, Senior Vice President and General Counsel, Federal Reserve Bank of Richmond
June 11, 2014Chief marKeTing OffiCer Leadership fOrum: spOTLighT On finanCiaL serviCes new yOrK, ny
Perspectives by:• Brent Buntin, Vice President, Enterprise Sales, Yext• Joe Stanhope, Senior Vice President, Marketing, BrightTag• John Lee, Executive Vice President, Vertical Markets, Merkle• WillBordelon,ExecutiveVicePresident,VerticalMarkets,Merkle• David Rubinstein, Vice President, Sales, mGage• Donna MacFarland, Chief Marketing Officer, Retirement Plan Services, Lincoln National• Patrick McLean, Vice President, Digital Brand Strategy, Capital One Financial• Bryan VanDyke, Head of Digital Strategy, Morgan Stanley• Betsey Locke, Group Vice President, Advertising Promotions & Sponsorships, M&T Bank Corporation• Michael Antman, Vice President, Marketing, INTL FCStone• Michele Elrod, EVP & Head, Corporate Marketing, Regions Bank• Emily Pachuta, Head of Client Marketing and Investor Insights, UBS• Kathy Klinger, SVP & Chief Marketing Officer, Sovereign Bancorp• Joel Mier, Vice President, Product & Services Marketing, Genworth Financial• Mary O’Keefe, SVP & Chief Marketing Officer, Principal Financial Group• Roberta Butler, Senior Vice President, Marketing, FM Global• Jamie Depeau, Chief Marketing Officer, Lincoln National• Kathy Blomquist, National Account Executive, BlueSpire Strategic Marketing• Mark Conces, SVP, Head of Marketing Analytics, RBS Citizens• Marilyn Cox, Marketing Principal, Industry Practices, Oracle Marketing Cloud, Oracle
Upcoming Events
June 12, 20142014 Chief finanCiaL OffiCer Leadership ThinK TanK (san franCisCO)san franCisCO, Ca
Perspectives by:• Gregory Hinckley, President, Chief Financial Officer and Director, Mentor Graphics• Caroline Leies, Finance, Risk and Fraud North America Leader, IBM• Harmit Singh, Chief Financial Officer and Executive Vice President, Levi Strauss & Company
June 12, 20142014 Chief finanCiaL OffiCer Leadership ThinK TanK (washingTOn)washingTOn, dC
Perspectives by:• Drew Hofler, Director, Solutions Marketing, Ariba
June 17, 20142014 CmO/CusTOmer Care parTnership ThinK TanK (TOrOnTO)TOrOnTO, On
Perspectives by:• Andrew Zimakas, Chief Marketing Officer, Capital One Financial
June 18, 2014Chief finanCiaL OffiCer Leadership ThinK TanKLOs angeLes, Ca
Perspectives by:• Thomas Masuguchi, Chief Strategy Officer & Deputy CFO, Yokohama Tire Corporation• Dean Ditto, Chief Financial Officer, KARL STORZ Endoscopy-America• David Landsberg, Chief Financial Officer, Panda Restaurant Group
June 19, 2014Chief infOrmaTiOn OffiCer Leadership fOrumChiCagO, iL
Perspectives by:• Vince Kellen, Senior Vice Provost, Academic Planning, Analytics and Technologies, University of
Kentucky Lexington• Jill Dyché, Vice President of Best Practices, SAS, SAS• James MacLennan, Chief Information Officer, IDEX Corp.• Barry Caplin, Chief Information Security Officer, Fairview Health Services• Kevin Reilly, CIO, Eby-Brown Company• Ron Guerrier, Vice President & Chief Information Officer, Toyota Motor Sales• Royce Heaney, Vice President, Global Information Technology, ACCO Brands Corporation• Michael Brooks, VP and CIO, CVR Energy• Rahoul Ghose, Senior Vice President & CIO, Lifetouch• Talvis Love, SVP & CIO - TD Auto Finance, TD Bank• Ananthan Thandri, Vice President and Chief Information Officer, Mentor Graphics• Sahal Laher, EVP & Chief Information Officer, Brooks Brothers
Upcoming Events
June 19, 20142015 Chief marKeTing OffiCer breaKfasT: brand experienCe in The digiTaL era san franCisCO, Ca
Perspectives by:• JonathanLowe,VicePresident,Marketing,AEG(AnschutzEntertainmentGroup)Worldwide• Brett Knox, Senior Vice President, Marketing, ABM Industries• Arthur Smith, EVP, Chief Marketing Officer, Union Bank• AnuragWadehra,ChiefMarketingOfficer,LivePerson
June 19, 2014Chief marKeTing OffiCer Leadership fOrumsan franCisCO, CaLifOrnia
Perspectives by:• Dan Lieberman, Chief Marketing Officer, Health Net• JamieMoldafsky,ChiefMarketingOfficer,WellsFargo• Barry Calpino, Vice President, Breakthrough Innovation, Kraft• Andrew Sherrard, Senior Vice President, Brand Marketing, T Mobile• Russ Glass, CEO & Co-Founder, Bizo• JonathanLowe,VicePresident,Marketing,AEG(AnschutzEntertainmentGroup)Worldwide• CarieWhalen,SeniorMarketingSpecialist,SAS• Paige O’Neill, Chief Marketing Officer, SDL• Melissa Felder, Chief Marketing Officer, California Academy of Sciences• Arthur Hodges, SVP of Corporate Communications, CoBank• Russell Bennett, Vice President, Latino Health Solutions, United Healthcare• JasonCieslak,HeadofWestCoastU.S.andPresident,PacificRim,Siegel+Gale• Annie Flaig, Vice President, Americas Marketing & Sales, Hitachi• Brett Knox, Senior Vice President, Marketing, ABM Industries• Arthur Smith, EVP, Chief Marketing Officer, Union Bank
June 26, 20142014 CmO Leadership breaKfasT: spOTLighT On heaLThCare & Life sCienCesnew yOrK, ny
Perspectives by:• Brian Groves, Chief Marketing Officer, US Consumer Healthcare, Pfizer• Marilyn Cox, Marketing Principal, Industry Practices, Oracle Marketing Cloud, Oracle• Margaret Coughlin, SVP, Chief Marketing & Communications Officer, Boston Children’s Hospital• Michael Parkerson, Vice President of Marketing, Blue Cross & Blue Shield Association• Michael Slusarz, VP, Marketing & Corporate Communications, Barnabas Health• JuddWagner,ChiefMarketingOfficer,BlueCross&BlueShieldAssociation
Upcoming Events
June 26, 20142014 Chief finanCiaL OffiCer Leadership breaKfasT (aTLanTa)aTLanTa, ga
Perspectives by:• Eddie Northen, Vice President of Finance - Global Business Services, UPS• Juan Figuereo, EVP & Chief Financial Officer, NII Holdings• Xia Liu, SVP Finance and Treasurer, Southern Company• Mark Verbeck, Senior VP and CFO, Coupa Software
June 26, 20142014 Chief finanCiaL OffiCer Leadership fOrum (aTLanTa)aTLanTa, ga
Perspectives by:• Michael Sawicki, Corporate Controller & Chief Accounting Officer, Asbury Automotive Group• Charlie Brown, Chief Financial Officer, Oldcastle• MaryWinston,ExecutiveVicePresident,ChiefFinancialOfficer,FamilyDollarStores• Juan Figuereo, EVP & Chief Financial Officer, NII Holdings• Barrett Green, VP, Risk and Finance, Entergy Corp.• Betsy Higgins, EVP, CFO, Oglethorpe Power Corporation• Eddie Northen, Vice President of Finance - Global Business Services, UPS• Xia Liu, SVP Finance and Treasurer, Southern Company• Jennifer Toomey, Senior Director, Product Marketing, Oracle
JuLy 15, 20142014 Leadership in LegaL TeChnOLOgy (new yOrK)new yOrK, ny
Perspectives by:• Scott Lent, Partner, Arnold Porter• DavidCunningham,ChiefInformationOfficer,Winston&Strawn• Aaron Katzel, Head of AIG Legal Operations Center, AIG• Brian McGovern, Senior Vice President, Legal Chief Data Officer Process and Information, AIG• Jason Parkman, CEO, Mitratech• Pauline Arnakis, VP - Business & Legal Affairs, Universal Music Group• Steve Zipperstein, Chief Legal Officer & Corporate Secretary, BlackBerry / RIM• Nishat Ruiter, VP & Associate General Counsel, CA Technologies
JuLy 17, 20142014 Leadership in reTaiL and brand marKeTing: engaging The digiTaL shOpper new yOrK, ny
• Perspectives by:• Jonathan Opdyke, Chief Executive Officer, HookLogic
Upcoming Events
sepTember 9, 20142014 Chief infOrmaTiOn OffiCer Leadership fOrum: spOTLighT On finanCiaL serviCesnew yOrK, ny
Perspectives by:• Ramin Safai, CISO, Jefferies & Company
sepTember 9, 2014Chief marKeTing OffiCer Leadership fOrumTOrOnTO
Perspectives by:• Alan Shulman, Vice President, Marketing, Just Energy Group Inc.
sepTember 10, 2014Chief finanCiaL OffiCer Leadership fOrumdaLLas, Tx
Perspectives by:• Alfonso Leon, Chief Financial Officer & Executive Vice President, Apache Corp.
sepTember 11, 2014CusTOmer Care Leadership fOrumdenver, CO
Perspectives by:• Chris Ciafone, VP, Client Service & Support, Charles Schwab
sepTember 16, 20142014 member dinner: Chief LegaL OffiCer membership (ChiCagO)ChiCagO, iL
Perspectives by:• Kathleen Mahoney, Executive Vice President Secretary and General Counsel, Nash Finch
Upcoming Events
sepTember 17, 2014Chief LegaL OffiCer Leadership fOrumChiCagO, iL
Perspectives by:• Diane Ferguson, Deputy General Counsel, Intellectual Property, EMC• Bruce Hawthorne, Corporate Vice President, General Counsel & Secretary, Huntington Ingalls
Industries• Kathleen Mahoney, Executive Vice President Secretary and General Counsel, Nash Finch• Patrick Sheller, Senior Vice President, General Counsel, Secretary & Chief Administrative Officer,
Kodak Eastman Company• Kevin Bloomfield, Senior Vice President, General Counsel, Secretary, Belden• George Miller, Senior Vice President, General Counsel and Secretary, Sigma-Aldrich Corporation• Ira Raphaelson, EVP & Global General Counsel, Las Vegas Sands Corp.• David Rowan, Chief Legal Officer, Cleveland Clinic Health System• Cameron Findlay, Senior Vice President, General Counsel, Corporate Secretary, Archer Daniels
Midland• Michael Reilly, Associate General Counsel & Group Counsel, FMC Corp.• Douglas Barnard, Senior Vice President, General Counsel, and Secretary, CF Industries Holdings• Joseph Traficanti, SVP, General Counsel, Chief Compliance Officer, United Natural Foods• David Calabrigo, Senior Vice President, Corporate and Legal Affairs and Corporate Secretary, Canfor
Corp.• Richard Konrath, Vice President & General Counsel, North America, CNH Industrial N.V.
sepTember 18, 20142014 Chief marKeTing OffiCer Leadership fOrum: faLL evenT (ChiCagO)ChiCagO, iL
Perspectives by:• ParvezPatel,VicePresident,eCommerce-Marketing&Merchandising,W.W.Grainger
sepTember 23, 2014Leadership in digiTaL marKeTingnew yOrK, ny
Perspectives by:• Adam Khan, Vice President, Social Media Strategy and Analytics, Citigroup• Angela Tribelli, Chief Marketing Officer, HarperCollins Publishers• Neal Zamore, Vice President, Consumer Marketing, Avis Budget Group• Keira Krausz, Chief Marketing Officer, NutriSystem• ScottMcAllister,SeniorVicePresidentofMarketing&DigitalExperience,TourneauWatchStore• Alessio Rossi, Vice President, Interactive & E-Business Marketing, L’Oreal USA• Scott Lux, Vice President, Ecommerce & Multi-Channel, Diesel USA
Upcoming Events
sepTember 29, 20142014 member dinner: human CapiTaL membership (LOs angeLes)LOs angeLes, Ca
Perspectives by:• Diane Zile, Chief People Officer, Otterbox
sepTember 30, 2014human CapiTaL Leadership fOrumLOs angeLes, Ca
Perspectives by:• Diane Zile, Chief People Officer, Otterbox• Gabrielle Toledano, Executive Vice President and Chief Talent Officer, Electronic Arts• YvonneWassenaar,VicePresident,OfficeofCXO,VMware• Darrell Ford, Senior Vice President and Chief Human Resources Officer, Advanced Micro Devices• David Daines, VP Human Resources, Nu Skin Enterprises• Jorge Figueredo, Executive Vice President - Human Resources, McKesson
OCTOber 7, 20142014 m&a Leadership ThinK TanK (new yOrK)new yOrK, ny
Perspectives by:• Daniel Cohen, Vice President Corporate Development, Catalent Pharma Solutions
OCTOber 21, 2014human CapiTaL Leadership fOrumnew yOrK, ny
Perspectives by:• Deborah Borg, Vice President - Human Resources, Dow Chemical Company
OCTOber 30, 20142014 Chief marKeTing OffiCer Leadership fOrum: spOTLighT On b2b marKeTing aTLanTa, ga
Perspectives by:• Dominic Pontrelli, Senior Vice President, Marketing, Ricoh
nOvember 5, 20142014 CusTOmer Care Leadership fOrum: faLL evenT (new yOrK)new yOrK, ny
Perspectives by:• Mr Jim Feeze, Senior Vice President and Chief Marketing Officer, Aspect Software
Upcoming Events
nOvember 13, 2014human CapiTaL Leadership fOrum: faLL evenTsan franCisCO, Ca
Perspectives by:• Aimee Hoyt, Executive Vice President, Human Resources, International Game Technology• Dimitri Boylan, Chief Executive Officer, Avature
nOvember 19, 20142014 Chief infOrmaTiOn seCuriTy OffiCer (CisO) Leadership fOrum (ChiCagO)ChiCagO, iL
Perspectives by:• Nathan Smolenski, Chief Information Security Officer, Zurich Financial Services Group• Colin Boyd, CIO, Johnson Controls
nOvember 20, 20142014 human CapiTaL Leadership fOrum (daLLas)daLLas, Tx
Perspectives by:• Scott Smith, Sr. Vice-President Human Resources Operations, AT&T
nOvember 20, 20142014 CusTOmer Care Leadership fOrum (aTLanTa)aTLanTa, ga
Perspectives by:• David Bradshaw, Vice President, Banking Operations, ING DIRECT Canada
deCember 4, 20142014 CusTOmer Care Leadership fOrum (san franCisCO)san franCisCO, Ca
Perspectives by:• Lynn Holmgren, Head of Global Customer Operations, Millicom International Cellular
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