The Tower at Cityplace
Tuesday, October 1, 2013 | Dallas, Texas
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Program Focus
Companies of all sizes continue to rapidly expand across borders. Successful
global growth requires strategic planning and skillful management of local
legal and regulatory challenges.
This third annual, full-day CLE & CPE program, hosted by Baker & McKenzie
LLP in conjunction with the ACC Dallas-Fort Worth Chapter, will feature the
insights of business leaders and Baker & McKenzie LLP partners from
around the world as they discuss recent trends, opportunities and key
developments affecting global business. Don’t miss this opportunity to learn
more about best practices on how to succeed and what to avoid during an
international expansion.
This program will benefit those with responsibilities for international business operations,
business development, legal, finance, tax, HR, investment, and compliance.
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CLE/CPE Details:
Approved for 6.5 and 6.75 general California, Illinois, Texas
and 7.5 general New York CLE credits. Florida and Virginia
CLE applications can be made upon request. Participants
requesting CLE for other states will receive Uniform CLE
Certificates. Baker & McKenzie LLP is a California and Illinois
CLE approved provider. Baker & McKenzie LLP has been
certified by the New York State CLE Board as an accredited
provider in the state of New York for the period 12/12/1212/11/15. This non-transitional program is not appropriate
for newly admitted New York attorneys. Baker & McKenzie
LLP is an accredited sponsor, approved by the State Bar of
Texas, Committee on MCLE.
Approved for 7.5 Texas CPE credits. A uniform certificate for
7.5 CPE credits will be provided for participants to use for
CPE credit applications in other states. We have registered
with the Texas State Board of Public Accountancy as a
CPE sponsor. This registration does not constitute an
endorsement by the Board as to the quality of our
CPE program.
For Track IV only - an application has been made to the HR
Credit Institute for general recertification credit hours, which
can be applied toward PHR, SPHR and GPHR recertification.
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Agenda
Tuesday, October 1, 2013
Dallas, Texas
8:30 am – 9:00 am
10:30 am – 11:45 am
Registration and Breakfast
The Future of Doing Business Globally:
Risks and Opportunities for Multinationals
9:00 am – 9:15 am
•Moderator: Dieter Schmitz, Partner,
Baker & McKenzie LLP
Welcome & Introduction
• John Flaim, Dallas Managing Partner,
Baker & McKenzie LLP
•Panelist: David Emerson, Vice President,
Corporate Development, Baker Hughes
Incorporated
• Jana Ferguson, President, ACC Dallas-Fort
Worth Chapter and Senior Legal Director,
EEO & Employment, PepsiCo, Inc.
9:15 am – 10:15 am
•Panelist: Jay Townsend, Executive Officer and
Senior Vice President, Celanese Corporation
Keynote Presentation: Global Expansion and
M&A Trends: An Insider’s View
•Panelist: Jean-Louis Trochu, Vice President,
Head of Corporate Development and Venture
Capital Programs, Texas Instruments
12:15 pm – 5:00 pm
Lunch & Concurrent Track Sessions
• Track I: Global Emerging Markets: Asia, Africa,
the Middle East, and Latin America
• Track II: Global Business:
Successful International Growth
• Track III: Global Business:
A Finance Department Perspective*
• Track IV: International Employment:
Managing Employees in a Global Market**
• Track V: Intellectual Property:
Developing Your Global Patent Playbook
5:00 pm
• Stephen Munger, Chairman, Global M&A,
Morgan Stanley & Co.
Networking Cocktail Reception
In partnership with *Financial Executives International
and **National Foreign Trade Council
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Full Session Descriptions
All morning sessions: [CLE: 2.25 General credits
for CA, IL, TX. CPE: 2.5 TX CPE credits]
10:30 am – 11:45 am
• Competing business opportunities in different
geographic regions: How to assess and
prioritize
Featuring:
• Growing globally through M&A and strategic
alliances: When and why
The Future of Doing Business Globally:
Risks and Opportunities for Multinationals
9:15 am – 10:15 am
Global Expansion and M&A Trends:
An Insider’s View
Moderator: Dieter Schmitz, Partner,
Baker & McKenzie LLP
Keynote Speaker:
Stephen Munger, Chairman, Global M&A,
Morgan Stanley & Co.
Mr. Munger, Chairman, Global M&A at Morgan
Stanley & Co., is an industry thought leader on
cross-border transactions. Mr. Munger and
Morgan Stanley & Co. have continually broken
new ground in advising clients on strategic
transactions and global expansion. Mr. Munger
will share his insider’s view on global M&A trends
and how to effectively harness these trends to
grow your business in today’s complex
environment.
Panelist: David Emerson, Vice President,
Corporate Development, Baker Hughes
Incorporated
Panelist: Jay Townsend, Executive Officer and
Senior Vice President, Celanese Corporation
Panelist: Jean-Louis Trochu, Vice President,
Head of Corporate Development and Venture
Capital Programs, Texas Instruments
Join our panel of thought leaders as they share
their views on how global business is expected to
change over the next decade. In practical and
real-world terms, they will discuss:
• Developing a successful global expansion road
map: Top considerations
• Building a global business development team:
Do’s and don’ts
• Competing with local players: Lessons learned
• Risk management and risk tolerance:
Assessing what is right for your company
• Protecting your employees and your global
brand: Practical strategies in today’s toodangerous world
• The future of global business: Ten years
from now
• Global market expansion: Today’s main drivers
and toughest challenges
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12:15 pm – 5:00 pm
• Top strategies for success and issues to avoid
in emerging markets
• Best practices for global supply chain
management
Track I: Global Emerging Markets: Asia, Africa,
the Middle East, and Latin America
[CLE: 4.25 General CLE credits for CA, IL, TX, 5.0
General CLE credits for NY. CPE: 5.0 TX CPE credits]
• Current trends and opportunities in each of
these regions
• Successfully dealing with foreign governments
Lunch & Concurrent Track Sessions
As they invest or operate internationally,
multinational corporations need to understand
and deal with the new opportunities and pitfalls in
emerging markets. Our panel of attorneys from
Baker & McKenzie LLP offices in Asia, Africa, the
Middle East, and Latin America will examine the
current trends and opportunities in their region,
as well as top issues facing businesses, to help
businesses thrive in the changing global economy.
Discussion will include a focus on:
• Latest developments in China, India, Indonesia,
Myanmar, and Vietnam
• Latest developments in select African and
Middle Eastern countries
Agenda
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Track II: Global Business: Successful
International Growth
[CLE: 4.5 General CLE credits for CA, IL, TX, 5.0
General CLE credits for NY. CPE: 5.0 TX CPE credits]
Establishing profitable international operations
requires an appropriate assessment of country
risks, correctly defining structures for new
market entry, and anticipating key legal hurdles.
We will address the major land mines companies
face when expanding across borders. In
particular, Baker & McKenzie LLP partners and
guest speakers will examine various hot-button
issues concerning the following topics:
Guest panelists in this track include:
• Ann Bruder, Senior Vice President of Law,
Government Affairs and Global Compliance,
General Counsel and Corporate Secretary,
Commercial Metals
• Deborah Whalen, Senior Legal Counsel,
Texas Instruments
• Gary Rowen, Chief Compliance Officer,
Associate General Counsel,
Celanese Corporation
• Randall M. Ebner, Assistant General Counsel
- Corporate, Exxon Mobil Corporation
• Rosario Heppe, Senior Director,
Corporate Compliance, Fluor Corporation
• Cross-border joint ventures and acquisitions
• Latest developments in Brazil, Mexico, Peru,
and Colombia
Program
Focus
• Current regulatory issues facing our clients
• Mitigating risk to your global executives
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Track III: Global Business: A Finance Department
Perspective
[CLE: 4.5 General CLE credits for CA, IL, TX, 5.0
General CLE credits for NY. CPE: 5.0 TX CPE credits]
It is critical for a going-global enterprise to
institute and maintain a well-managed
international financial function. In partnership
with Financial Executives International, Dallas
Chapter, this session is designed to provide a
better understanding of practical planning and
what to prioritize when developing and managing
a company’s finance function overseas. You will
hear first-hand from Baker & McKenzie LLP
attorneys and business executives with robust
experience working in global financial operations.
Topics will include:
• Building and managing the finance group
• Reputational risks of tax planning
• Lessons learned: Global credit facilities
• Cash repatriations
Program
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Guest panelists in this track include:
• Devesh Sharma, Board Member, Financial
Executives International, Dallas Chapter
• James Lucas, Senior Vice President, Tax,
Treasury and Treasurer, Fluor Corporation
• Jeff Kupp, Chief Financial/Operating Officer &
President, Authentix, Inc.
• Martin Brown, Executive Vice President, Head
of Large Corporate Banking, HSBC Bank
Track IV: International Employment: Managing
Employees in a Global Market
[CLE: 4.5 General CLE credits for CA, IL, TX, 5.0
General CLE credits for NY. CPE: 5.0 TX CPE credits]
Companies face a host of employment challenges
when it comes to expanding globally and
managing an international workforce. What
special issues arise when doing a cross-border
transaction? What are the employment,
immigration, benefits, and equity implications?
How do you draft and implement personnel
policies for an international workforce? How do
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you manage compliance when dealing with
an international workforce? How should you
structure your employment relationships,
especially with regard to expats? Proper planning
and an understanding of the legal requirements
and cultural norms across jurisdictions are vital
in order to minimize compliance risk and avoid
employee lawsuits. Presenting in conjunction with
the National Foreign Trade Council, our panel of
international employment lawyers will provide a
road map for successful global expansion. Topics
will include:
• So you think you know international
employment law?
• Ensuring a successful deal: Key employment
issues in cross-border transactions
• Managing a global workforce, from global
codes to global equity grants
• Global mobility: How to handle the
employment, tax and immigration issues
related to mobile employees
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Track V: Intellectual Property: Developing Your
Global Patent Playbook
[CLE: 4.25 General CLE credits for CA, IL, TX, 5.0
General CLE credits for NY. CPE: 5.0 TX CPE credits]
Recent changes in patent legislation, as well as
patent litigation trends in the U.S. and worldwide,
highlight the importance of having a global patent
strategy. In addition, it is important for
companies to have a global strategy for patent
procurement and to fully understand the potential
advantages of filing for patent protection in each
jurisdiction. During this workshop, our Global IP
Partners from Asia, Europe, Latin America, and
North America will join our multinational client
panelists to share insights on, and first-hand
experiences with, addressing recent patent trends
from around the world. Topics will include:
• How to enforce and litigate patent issues in
China and Southeast Asia
• Protecting your patent rights in Latin America
• Creating and managing a global patent portfolio
Guest panelists in this track include:
• Jaimes Sher, Chief Intellectual Property
Counsel, Celanese Corporation
• Kevin Dunn, Chief Counsel, Intellectual
Property, The Lincoln Electric Company
• The creation and impact of the Unified
European Patent Court and the Unitary
Patent—Protecting inventions in 25 countries
Agenda
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Kendra Hardin
+1 214 978 3059
kendra.hardin@bakermckenzie.com
Location and Parking:
The Tower at Cityplace - Map
2711 North Haskell
Dallas, TX 75204
Complimentary self-parking will be provided
with validation. From North Central
Expressway take the Haskell Exit East.
Take the first right at Weldon Street and
enter garage ramp #5. Park in garage C
and take the elevator to Concouse level C.
Enter through the revolving door and take
the lobby elevator to the Ground Level.
• Changes in U.S. patent law that will impact
your litigation strategy
Program
Focus
For more information, please contact:
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www.bakermckenzie.com
Founded in 1949, Baker & McKenzie advises many of the world’s
most dynamic and successful business organizations through more
than 4,000 locally qualified lawyers and 6,000 professional staff in
74 offices in 46 countries. The Firm is known for its global perspective,
deep understanding of the local language and culture of business,
uncompromising commitment to excellence, and world-class fluency
in its client service.
2013 Doing Business Globally Series
October 1 - Dallas, TX
October 2 - Houston, TX
October 3 - New York, NY
© 2013 Baker & McKenzie. All rights reserved. Baker & McKenzie International is a Swiss Verein with member law firms around the world.
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