Business Skills CLE Institute & Progressive Dinner
Three CLE credits, Cocktails, Hors d’oeuvres, Dinner and Dessert
Begin at Offices of Drinker Biddle & Reath
One Logan Square, Ste. 2000
Philadelphia, PA
October 5, 2015
2:30 p.m.—8:30 p.m.
CLE Agenda
2:15-2:30 p.m.—Registration
2:30-3:30—CLE Session I
3:40-4:40 p.m.—CLE Session II
4:50-5:50 p.m.— CLE Session III
Progressive Dinner Details
5:50-6:45 p.m. Cocktails & Hors d’oeuvres at Drinker
7:00-8:30 p.m.—Dinner and Dessert at Morgan Lewis
What Skeletons Are Hanging in Your Closet? Business Skills to Ensure Good Plan
Governance
Good housekeeping is an essential part of your company’s plan governance. If a plan
sponsor’s documents and governance structure were in a metaphorical closet, a closer
peek inside might reveal that what plan sponsors are (or are not) doing could be putting
their companies at risk. This program will provide a primer on the basic standards of
fiduciary conduct for retirement and welfare plans. Like any good housekeeping activity,
periodic review and maintenance is key to ensuring that a plan sponsor’s fiduciary duty
under ERISA is met …and to ensure there are no skeletons lurking in your plan’s closet!
SPEAKERS: Amy Kelly, Morgan, Lewis & Bockius LLP
IN-HOUSE PANELISTS: Valerie Wandler, SVP, HR Services, Aramark and Carolyn Wood,
Director of Retirement, Bimbo Bakeries USA
I Was Told There Would Be No Math: Accounting Issues and In-house Counsel
Panelists will lead a discussion of several common intersections between accounting issues
and the responsibilities of in-house counsel, including:
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"Red Flags" to watch for when reading financial statements
Financial Covenants and Metrics
Privilege and Auditor Communications
Revenue Recognition Issues in Commercial Agreements
Effect of changes in lease accounting rules on common contractual terms
SPEAKERS: Bill Connolly & Elizabeth Diffley, Partners, Drinker Biddle & Reath LLP
IN-HOUSE PANELISTS: Gregory Cowhey & Todd Stilo, Principals, McGladrey
Legal Project Management Moves In-house
Businesses have long used project management to effectively plan projects and manage
business teams. Today’s business realities have led to the rapidly expanding use of Legal
Project Management (LPM) within corporate legal departments.
Pamela Woldow,
recognized as a global leader in LPM and a former General Counsel herself, will discuss
how LPM can serve as a powerful tool for in-house counsel to meet the demands of
corporate management and to improve efficiency, predictability and working relationships
with internal clients and constituents. Pam will review the basic components of LPM and
give practical examples of how basic LPM principles translate into superior communication,
collaboration with colleagues outside the Legal Department.
SPEAKERS: Vernon Francis, Dechert LLP;
IN-HOUSE PANELIST: Pamela Woldow, Principal & GC, Edge International
Register at http://delvacca.acc.com by clicking on the red REGISTER NOW button.
FREE
$75
$225
for Chapter Members
Non-member In-house Counsel
Non-member Outside Counsel
Cancellation Policy: 48 hours notice required to delvacca@acc.com. The chapter
reserves the right to invoice no -shows who do not cancel within the allotted time frame.
Questions? Email us at delvacca@acc.com