2025 Annual Report

ONE-HOUR BRIEFINGS PRESENTED IN 2025

Steinman, Venable LLP; Sebastian Weinberg, Arochi & Lindner

The Art of the SaaS Deal: Legal and Business Considerations for In-House Counsel Alexa Rozell, Davis+Gilbert LLP; Gia M. Wakil, Davis+Gilbert LLP The Attorney’s Guide to High-Stakes Listening Dr. Fritz Galette, Ph.D., Loeb Leadership; David B. Sarnoff, Loeb Leadership; Rob Sayegh, Federal Bureau of Investigation (Retired) The Battle to Restrain Litigation Funding – The Current Status of the Objections to and Efforts to Regulate the Growing Litigation Funding Industry Scott D. Greenspan, Sills Cummis & Gross P.C. JUNE 2025 ABA Ethics Opinion on Generative AI: What Lawyers Need to Know Leeza Garber, Leeza Garber Esq. Consulting, LLC; Gail L. Gottehrer, Del Monte Fresh Produce Company Actionable Innovation in Legal Practice: Navigating the 2025 AI Landscape for In-House Counsel Laurie Basch, McKinsey & Company, Inc.; Joe Borstein, Baretz & Brunelle LLC; Ilona Logvinova, Cleary Gottlieb Steen & Hamilton LLP; Jennifer McCarron, CLOC; Evan J. Shenkman, Fisher & Phillips LLP AI Regulation and Litigation Update: The Changing Legal Landscape Since January 2025 Glynna Christian, Holland & Knight LLP; Van Lindberg, Taylor English Duma LLP Attorney-Client Privilege and Work Product: What Can and Cannot Be Protected From Disclosure During Government Investigations and Litigation David Greenwald, Jenner & Block LLP; Ronald J. Hedges, Ronald J. Hedges LLC Common Financial Misstatements: An Introduction to Financial Statement Analysis Colette Burns, Crowe LLP; Caitlin Kolb Poirier, Crowe LLP Economic Sanctions and Investment Controls 2025: Compliance in a Complex World Tom Bowen, Simmons & Simmons LLP; Brian P. Maloney, Seward & Kissel LLP; Bruce G. Paulsen, Seward & Kissel LLP; Cherie Spinks, Simmons & Simmons LLP Excessive Director and Officer Compensation Under Delaware Law George N. Bauer, Bleichmar Fonti & Auld LLP; Derrick Farrell, Bleichmar Fonti & Auld LLP

How to Read an Insurance Policy: Interpretation and Guidance Peter A. Halprin, Haynes and Boone, LLP; Steve Mikhlin, Morgan Stanley; Meghan Moore, Nasdaq, Inc. Leading in the Age of Change for Legal Professionals Jay Sullivan, Exec|Comm Faculty: Sandra Bang, Sable Group LLC; Mo Chanmugham, MGC Coaching; Kathleen Rubenstein, Skadden Foundation Navigating a Financial Restatement in SEC Reporting Chris Ekimoff, RSM US LLP; George M. Wilson, SEC Institute, a Division of PLI; Kurt Wolfe, Quinn Emanuel Urquhart & Sullivan, LLP Navigating the “Return” of Fintiv and Discretionary Denial in Inter Partes Review Chris Sabbagh, Quinn Emanuel Urquhart & Sullivan, LLP Operating in Conflict Zones Timothy P. Harkness, Freshfields LLP; Kimberly H. Zelnick, Freshfields LLP Real Estate: 1031 Exchanges and Delaware Statutory Trusts Kevin Bendix, 1031 Investment Services, LLC; Michael Brady, First American Exchange Company, LLC State Attorneys General – Understanding Their Powers and Spotting Potential Regulatory Issues Maria Colsey Heard, Cozen O'Connor; Hannah Cornett Land, Cozen O'Connor; Ann-Marie Luciano, Cozen O'Connor; Emily Yu, Cozen O'Connor Tough Talk, Stronger Teams: A Lawyer’s Guide to Upward and Downward Feedback Ben Sachs, University of Virginia School of Law JULY 2025 Corporate Political Activity and ESG Under the Trump Administration – A Six-Month Review Evann Whitelam, Nielsen Merksamer Parrinello Gross & Leoni LLP From Motions to Op-eds: How to Make Your Writing a Movement Leah Goodridge Global Developments in AI and the Law: Regulation, Enforcement, and Industry Impact Roch Glowacki, Lewis Silkin LLP; Kelly Harris, Harris + co; Virginie Liebermann, MOLITOR; Denise Louzano, Veirano Advogados; Daniel Mwathe, Bowmans; Melissa Landau

Applied Accounting and Financial Reporting Practice for In-House Attorneys (Part One): Assessing a Customer’s or Merger Partner’s Financial Risks Cheryl L. Linthicum, SEC Institute, a Division of PLI; George M. Wilson, SEC Institute, a Division of PLI Applied Accounting and Financial Reporting Practice for In-House Attorneys (Part Two): Understanding Revenue Recognition in Financial Reporting Cheryl L. Linthicum, SEC Institute, a Division of PLI; George M. Wilson, SEC Institute, a Division of PLI Applied Accounting and Financial Reporting Practice for In-House Attorneys (Part Three): Complex Reporting Issues and the Role of Auditors Cheryl L. Linthicum, SEC Institute, a Division of PLI; George M. Wilson, SEC Institute, a Division of PLI Digital (Tokenized) Bonds: What to Know About a Growing Asset Class Matthew G. Bisanz, Mayer Brown LLP; Steffen Hemmerich, Mayer Brown LLP; Kevin Weng, Societe Generale International Tax: Traps for the Unwary Joseph M. Calianno, Andersen; Michael J. Miller, Roberts & Holland LLP Legal Ethics in Bankruptcy Practice: Hot Disclosure Topics, Connections, Conflicts, Independent Directors, and the Ethical Uses of Social Media & AI Michael P. Richman, R ichman & Richman LLC Overview of Estate Administration in New York Preston C. Demouchet, Carter Ledyard & Milburn LLP; Imaan Moughal, Manice Budd & Baggett LLP Quantum Computing: What Is Reasonable Cybersecurity in the Age of AI and Quantum? Ryan W. McKenney, Quantinuum LLC The Basics of IDEA and School Advocacy: Advocating Effectively for a Child in Need of Specialized Instruction and Related Services in Public School William B. Jaffe, Law Office of William B. Jaffe, P.L.L.C.

GSA Schedule Rules and Risks: The Advisors’ Perspective on FAR Mandatory Disclosure Exposure Analyses Leo Alvarez, Baker Tilly; Jeffrey K. Clayton, Baker Tilly Hague Convention on International Child Abduction: Case Law and Training for Advocates and Attorneys Working With Survivors of Domestic Violence Lesley Johannsen, Sanctuary for Families; Karen R. King, Morvillo Abramowitz Grand Iason & Anello Hot Topics in AI: AI Red Teaming Leeza Garber, Leeza Garber Esq. Consulting, LLC; Gail L. Gottehrer, Del Monte Fresh Produce Company Insurance Company Capital Markets Solutions Wesley Fox, KEEFE BRUYETTE & WOODS; Anna T. Pinedo, Mayer Brown LLP; Stephen G. Rooney, Mayer Brown LLP Navigating Amended SEC Regulation S-P, Cybersecurity, and Data Privacy Challenges Amber M. Allen, Eversheds Sutherland (US) LLP; Clifford E. Kirsch, Eversheds Sutherland (US) LLP Software Development, AI, and Copyrights: What You Need to Know John Poulos, Norton Rose Fulbright US LLP; Stephanie Schmidt, Norton Rose Fulbright US LLP Travel Ban 2025 – Overview, Impacts, and Legal Challenges Paris Etemadi Scott, Pars Equality Center; Roujin Mozaffarimehr, ImmiCore Law; Sumayyah Waheed, Muslim Advocates AUGUST 2025 2025 China Trademark Litigation & Enforcement Update: Landmark Cases, Legal Shifts, and Trade War Implications Amy Hsiao, Eligon IP; Brita McDaniel, Eligon IP AI in Legal Services: Strategies for Responsible Adoption and Effective Implementation David Bonebrake, Legal Services Corporation; Angela Tripp, Legal Services Corporation

SEPTEMBER 2025 Antitrust Enforcement in the First Year of Trump 2.0 Megan Browdie, Cooley LLP; Rubin Waranch, Cooley LLP

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2025 Annual Report

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