2025 Annual Report

PROGRAMS PRESENTED IN 2025

Rhonda Hunter Law; Sarah E. Redfield, University of New Hampshire; Sean M. SeLegue, Arnold & Porter Kaye Scholer LLP; Mark L. Tuft, Womble Bond and Dickinson (US) LLP Pocket MBA 2025: Finance for Lawyers and Other Professionals New York City, Live Webcast Charles K. Blank, Lincoln International; Sandra M. Hanna, Steptoe LLP; Jaclyn Moyer, WilmerHale LLP Faculty: Isabel Arana, AlixPartners; Willkie Farr & Gallagher LLP; Peter Gnatowski, Lincoln International; Jeffrey Goldfine, Kirkland & Ellis LLP; Zachary Goldman, WilmerHale; Chris Gregory, Lincoln International; Ozgur B. Kan, PhD, LLM, CFA, FRM, Charles River Associates; Elene Karanicolas, Ankura; Peter A. Lennon, Lennon Consultations; William R. Myer, WilmerHale; Claire Rajan, Steptoe LLP; Brad Smith, FTI Consulting; Andrew Sotak, Ankura; Amanda Stephens, Stoneturn Group; James Q. Walker, Perkins Coie LLP SEC 101 Reporting Essentials for Financial Professionals Workshop 2025: Legal Foundations & SEC Research Tools Live Webcast George M. Wilson, SEC Institute, a Division of PLI SEC 101 Reporting Essentials for Lawyers Workshop 2025: Legal Foundations & SEC Research Tools Live Webcast Gary M. Brown, Nelson Mullins Riley & Scarborough LLP; George M. Wilson, SEC Institute, a Division of PLI SEC Reporting Skills Workshop for Financial Professionals 2025 San Francisco, Live Webcast Candace M. Arthur, Latham & Watkins LLP; Edward S. Best, Bob Laux, SEC Institute, a Division of PLI; George M. Wilson, SEC Institute, a Division of PLI Securities Offerings 2025: A Public Offering From Start to Finish New York City, Live Webcast C. Daniel Haaren, Cravath, Swaine & Moore LLP Faculty: Roshni Banker Cariello, Davis Polk & Wardwell LLP; D. Scott Bennett, Cravath, Swaine & Moore LLP; James A. Harrod, Bernstein Litowitz Berger & Grossmann LLP; Lisa M. Kohl, Cravath, Swaine & Moore LLP; Jennifer L. Lee, Kirkland & Ellis LLP; Hui Lin, Simpson Thacher & Bartlett LLP; Danielle Scalzo, Willkie Farr & Gallagher LLP; Samantha Zytko, PwC

Fund Finance 2025 New York City, Live Webcast Matthew K. Kerfoot, Proskauer Faculty: Kelsey Baumberger, Milbank LLP; Joe Carden, Cerberus Capital Management, L.P.; Adam Dobson, Ropes & Gray LLP; Leah Edelboim, Cadwalader, Wickersham & Taft LLP; Robert C. Emerson, Goodwin Procter LLP; Christopher Gilbert, Natixis Commercial and Investment Bank; Flora Go, Paul, Weiss, Rifkind, Wharton & Garrison LLP; Lawrence R. Hamilton, Mayer Brown LLP; Jocelyn A. Hirsch, P.C., Kirkland & Ellis LLP; Philip Kaminski, Proskauer; David Kennedy, Davis Polk & Wardwell LLP; Joel Kress, Ares Management; Daniel V. Oshinsky, McDermott Will & Schulte LLP; Dave Philip, Crestline Investors, Inc.; Adam Z. Risell, Simpson Thacher & Bartlett LLP; Nick Robinson, Paul Hastings, LLP; Abraham Rudy, Fried, Frank, Harris, Shriver & Jacobson LLP; Brent Shultz, Haynes and Boone, LLP; Sherri Snelson, White & Case LLP; Steven Starr, Clifford Chance US LLP; Elizabeth Tabas Carson, Sidley Austin LLP; Ramya S. Tiller, Debevoise & Plimpton LLP Fundamentals of Investment Adviser Regulation 2025 New York City, Live Webcast Clifford E. Kirsch, Eversheds Sutherland (US) LLP Faculty: Amber M. Allen, Eversheds Sutherland (US) LLP; Kathleen DeNicholas, PGIM; Genna Garver, Troutman Pepper Locke; Jennifer Hillman, Stradley Ronon Stevens & Young, LLP; Jeffrey O. Himstreet, Managed Funds Association; Meghan Irmler, Raymond James Financial, Inc.; Steve Johnson, Charles Schwab & Co., Inc.; Scott Kirwin, Cetera Financial Group; Jennifer Klass, K&L Gates LLP; William Nelson, Investment Adviser Association; Jennifer Porter, Willkie Farr & Gallagher LLP; Anthony J. Tuths, KPMG LLP Insider Trading Law 2025 New York City, Live Webcast, New Orleans Groupcast Location David I. Miller, Greenberg Traurig, LLP Faculty: Andrew Bauer, Wiggin and Dana LLP; Harris Fischman, Paul, Weiss, Rifkind, Wharton & Garrison LLP; Katherine R. Goldstein, Akin Gump Strauss Hauer & Feld LLP; Joanna Hendon, Alston & Bird LLP; Amanda Houle, U.S. Attorney's Office, Southern District of New York; Brian A. Jacobs, Morvillo Abramowitz Grand Iason & Anello PC; James McDonald, Sullivan & Cromwell LLP; Joseph V. Moreno, SAP National Security Services; Ryan P. Poscablo, Steptoe LLP; Charles D. Riely, Jenner & Block LLP; Alexandra A.E. Shapiro, Shapiro Arato Bach LLP; Nicholas Sloey, Binance

International Investment Law & Investor-State Dispute Settlement 2025 Live Webcast Raja Bose, K&L Gates Straits Law LLC Faculty: Aisha Abdallah, Anjarwalla & Khanna; Rodney Dixon KC, Temple Garden Chambers; Hamed El Kady, UN Trade and Development (UNCTAD); Nadia García-Santaolalla, Centre for International Law (CIL), National University of Singapore; Robert L. Houston, K&L Gates Straits Law LLC, The Global Pro Bono Bar Association; David A. Johnston, MorpheusAIs; Grace Klutke, The Global Pro Bono Bar Association; Celine Lange, National University of Singapore Centre for International Law; Valerie McConnell, Thomson Reuters; José Antonio Rivas, Georgetown Law, Xtrategy LLP; Rodolphe Ruffie-Farrugia, K&L Gates Law LLC; Fedelma C. Smith, International Arbitration Practitioner; Muthucumaraswamy Sornarajah, National University of Singapore Knowledge Management & Innovation Attorney Summit 2025 New York City, Live Webcast Debbie Ting, Sheppard, Mullin, Richter & Hampton LLP Faculty: Oz Benamram, SKILLS.law; Andrew Boulay, Goodwin Procter LLP; Sarah Hirebet, Stradley Ronon Stevens & Young, LLP; Christian Lang, Lega; Colin Levy, Malbek; Amy Monaghan, Ford Motor Company; Lydia B. Petrakis, Microsoft; Alexandra P. Prophete, Sheppard Mullin, Richter & Hampton LLP; Horace Wu, Syntheia Operating Segment Disclosures Workshop 2025: FASB Requirements and Challenges Live Webcast Bob Laux, SEC Institute, a Division of PLI; Cheryl L. Linthicum, SEC Institute, a Division of PLI; George M. Wilson, SEC Institute, a Division of PLI Outsourcing 2025: Getting the Deal Done New York City, Live Webcast John F. Delaney, Perkins Coie LLP; Brad L. Peterson, Mayer Brown LLP Kourinian, Mayer Brown LLP; Philip R. Lauderdale, EY; Sarvesh Mahajan, Pillsbury Winthrop Shaw Pittman LLP; Judith Philips, EY; Jim Rogers, Kyndryl PLI’s California MCLE Marathon 2025: Current Developments in Legal Ethics – Competence Issues – Elimination of Bias San Francisco, Live Webcast Merri A. Baldwin, Rogers Joseph O'Donnell P.C. Faculty: Emil J. Ali, McCabe & Ali, LLP; Alison P. Buchanan, Hoge Fenton Jones & Appel; Danielle N. Hart, Lockheed Martin; Hon. Rhonda Hunter, Faculty: Mark Davis, HWG LLP; Laura Hillman, Kyndryl; Arsen

Tax Strategies for Corporate Acquisitions, Dispositions, Spin- Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2025 Chicago, Live Webcast William D. Alexander, Skadden, Arps, Slate, Meagher & Flom LLP; Eric Solomon, Ivins, Phillips & Barker Chartered; Karen Gilbreath Sowell, Ernst & Young LLP Faculty: Suresh T. Advani, Sidley Austin LLP; James R. Barry, Mayer Brown LLP; Julie G. Baumeister, Ernst & Young LLP; John A. Biek, Neal, Gerber & Eisenberg LLP; Richard G. Blumenreich; Jennifer E. Breen, Morgan, Lewis & Bockius LLP; Rachel L. Cantor, Kirkland & Ellis LLP; Bryan P. Collins, Andersen; Carol Conjura, KPMG LLP; Marc A. Countryman, Ernst & Young LLP; Jasper L. Cummings, Jr., Alston & Bird LLP; William A. Curran, Davis Polk & Wardwell LLP; Diana S. Doyle, Latham & Watkins LLP; Swift Edgar, Cleary Gottlieb Steen & Hamilton LLP; Andrew M. Eisenberg, Jones Day; Pamela L. Endreny, Gibson, Dunn & Crutcher LLP; Greg Featherman, Weil, Gotshal & Manges LLP; George A. Hani, Miller & Chevalier Chartered; Mark R. Hoffenberg, KPMG LLP; David A. Hughes, Kilpatrick Townsend & Stockton LLP; Kevin M. Jacobs, Alvarez & Marsal Tax, LLC; Brian W. Kittle, Mayer Brown LLP; Joseph M. Kronsnoble, Latham & Watkins LLP; George Manousos, PwC; Eileen Marshall, Cooley LLP; Stephen Massed, KPMG LLP; Daniel M. McCall, Deloitte Tax LLP; Shane M. McCarrick, Ernst & Young LLP; William L. McRae, Cleary Gottlieb Steen & Hamilton LLP; Joshua J. Micelotta, Ernst & Young LLP; Marie C. Milnes-Vasquez, Ernst & Young LLP; Guinevere M. Moore, Moore Tax Law Group; Richard M. Nugent, Morrison & Foerster LLP; Olivia Ley Orobona, PwC; Joseph M. Pari, Weil, Gotshal & Manges LLP; Samuel Pollack, Baker & McKenzie LLP; Scott Pollock, Sidley Austin LLP; Rachel B. Reisberg, Wachtell, Lipton, Rosen & Katz; Chadwick P. Rowland, Miller & Chevalier Chartered; Kelly Rubin, Jones Day; Amy J. Sargent, Ernst & Young LLP; Michael A. Scaramella, Deloitte Tax LLP; Jodi J. Schwartz, Wachtell, Lipton, Rosen & Katz; Julia H. Skubis Weber, Baker & McKenzie LLP; Eric B. Sloan, Gibson, Dunn & Crutcher LLP; Moshe Spinowitz, Skadden, Arps, Slate, Meagher & Flom LLP; David B. Strong, Wilmer Cutler Pickering Hale and Dorr LLP; Wade Sutton, PwC; Jeffrey L. Vogel, KPMG LLP; Thomas F. Wessel, KPMG LLP; R. David Wheat, Kirkland & Ellis LLP; Thomas F. Wood, Skadden, Arps, Slate, Meagher & Flom LLP; Brett York, PwC The Convergence of Artificial Intelligence and Intellectual Property in California and Beyond 2025 San Francisco, Live Webcast Christopher A. Suarez, Steptoe LLP

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2025 Annual Report

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