PLI Annual Report 2024

PROGRAMS PRESENTED IN 2024

Enhancing Legal Responses to Climate Disasters: Strategies for Resilience and Recovery On-Demand Recording Amanda Bosley, Lone Star Legal Aid; Liz Keith, Pro Bono Net; Linda Anderson Stanley, Equal Justice Works Faculty: Jordan Davis, Disability Rights California; Stephanie Duke, Disability Rights Texas; Nick Gau, Tennessee Alliance for Legal Services; Lisa Gavin, Iowa Legal Aid; Brittanny Perrigue Gomez, Texas RioGrande Legal Aid; Kendall Jarvis, Legal Aid of Sonoma County; Sharla Manley, Native Hawaiian Legal Corporation; Al Roberts, Equal Justice Works; Izzy Williamson, Project 60 Fintech and Regtech in the Financial Services Industry: Current Issues for Investment Advisers and Broker-Dealers 2024 New York, Live Webcast Clifford E. Kirsch, Eversheds Sutherland (US) LLP Faculty: David G. Adams, Mintz, Levin, Cohn, Ferris, Glovsky & Popeo, P.C.; Joshua Broaded, ACA Group; Joseph Corcoran, Securities Industry and Financial Markets Association; Meredith Cordisco, FINRA; Kevin Gleason, New York Life Investments; Megan Powers, Morgan Stanley; Vanessa M. Savino, tZERO Group, Inc.; Michael S. Selig, Willkie Farr & Gallagher LLP; Monica Simon, Forge Global; Tiffany J. Smith, Wilmer Cutler Pickering Hale and Dorr LLP Form 10-K (Part One): Business, Risk Factors & Part I Disclosures Essentials Workshop 2024 Live Webcast Richard Alven, Consultant; Cheryl L. Linthicum, SEC Institute, a Division of PLI; George M. Wilson, SEC Institute, a Division of PLI Form 10-K (Part Two): Financial Statements & Parts II, III & IV Disclosures Essentials Workshop 2024 Live Webcast Cheryl L. Linthicum, SEC Institute, a Division of PLI; George M. Wilson, SEC Institute, a Division of PLI Form 10-K In-Depth Workshop 2024 New York, Live Webcast Cheryl L. Linthicum, SEC Institute, a Division of PLI; George M. Wilson, SEC Institute, a Division of PLI Form 8-K SEC Reporting Essentials Workshop 2024 Live Webcast Gary M. Brown, Nelson Mullins Riley & Scarborough LLP; George M. Wilson, SEC Institute, a Division of PLI

Fund Finance 2024 New York, Live Webcast Matthew K. Kerfoot, Proskauer Faculty: Leah Edelboim, Cadwalader Wickersham & Taft LLP; Robert C. Emerson, Goodwin Procter LLP; Ron D. Franklin, Proskauer; Flora Go, Paul Weiss Rifkind Wharton & Garrison LLP; Lawrence R. Hamilton, Mayer Brown LLP; Jocelyn A. Hirsch, Kirkland & Ellis LLP; Joel Kress, Ares Management; John McCally, Churchill Asset Management LLC; Corinne C. Musa, Akin Gump Strauss Hauer & Feld LLP; Courtenay Myers Lima, Latham & Watkins LLP; Adam Z. Risell, Simpson Thacher & Bartlett LLP; LLP; Arlene Shaw, Brightwood Capital Advisors, LLC; Brent Shultz, Haynes and Boone, LLP; Sean M. Solis, Milbank LLP; Elizabeth Tabas Carson, Sidley Austin LLP; Ramya S. Tiller, Debevoise & Plimpton LLP; Robb L. Tretter, Proskauer Fundamentals of Investment Adviser Regulation 2024 New York, Live Webcast, Boston Groupcast Location Clifford E. Kirsch, Eversheds Sutherland (US) LLP Faculty: Amber MD Allen, Fairview Investment Services, LLC; Richard L. Chen, Brightstar Law Group; Genna Garver, Troutman Pepper Hamilton Sanders LLP; Issa J. Hanna, Eversheds Sutherland (US) LLP; Jeff Himstreet, Managed Funds Association; Jessica Howell, MFS Investment Management; Meghan Irmler, Raymond James Financial, Inc; Maurya C. Keating, U.S. Securities and Exchange Commission; Josh Rubin, Betterment; G. Philip Rutledge, Bybel Rutledge LLP; Kristin A. Snyder, Debevoise & Plimpton LLP; Tracy M. Soehle, Investment Adviser Association; Priya Udeshi Crick, New York Life; Dylan White, North American Securities Administrators Association International Investment Law & Investor-State Dispute Settlement 2024 New York, Live Webcast Robert L. Houston, K&L Gates Straits Law LLC / The Global Pro Bono Bar Association Faculty: Aisha Abdallah, Anjarwalla & Khanna; Rodney Dixon KC, Temple Garden Chambers; Hamed El Kady, UN Trade & Development; Ana Gerdau de Borja Mercereau, Derains & Gharavi; Albert Marsman, De Brauw Blackstone Westbroek; Sara Marzal, International Centre for Settlement of Investment Disputes; Nilufer Oral, National University of Singapore Centre for International Law; Joshua Paine, University of Bristol Law School; José Antonio Rivas, Georgetown University / Xtrategy LLP; Jiries Saadeh, Saadeh Rahman LLP; Fedelma Smith; Shane Spelliscy, Trade Law Bureau of the Department of Foreign Affairs and International Trade Canada

Nuts and Bolts of Medicare and Medicaid 2024 New York, Live Webcast, Boston Groupcast Location Edo Banach, Manatt, Phelps & Phillips, LLP Faculty: Linda Elam, PhD MPH, Manatt, Phelps & Phillips, LLP; Caroline L. Farrell; Beth Shyken- Rothbart, Medicare Rights Center Operating Segment Disclosures Workshop 2024: New 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 PLI’s California MCLE Marathon 2024: Current Developments in Legal Ethics – Competence Issues – Elimination of Bias San Francisco, Live Webcast Merri A. Baldwin, Rogers Joseph O’Donnell PC Faculty: Alison P. Buchanan, Hoge Fenton Jones & Appel; Danielle N. Hart, Lockheed Martin Corporation; Hon. Rhonda Hunter, Rhonda Hunter Law; Sarah E. Redfield, University of New Hampshire School of Law; Sean M. SeLegue, Arnold & Porter Kaye Scholer LLP; John J. Steele, John Steele Law; Ragesh K. Tangri, Morrison & Foerster LLP; Mark L. Tuft, Womble Bond and Dickinson (US) LLP Pocket MBA 2024: Finance for Lawyers and Other Professionals - NY New York, Live Webcast Charles K. Blank, Grant Thornton LLP; Teresa Goody Guillén, BakerHostetler; Sandra M. Hanna, Steptoe LLP Faculty: Margaret H. Allen, Sidley Austin LLP; Candace M. Arthur, Weil Gotshal & Manges LLP; Jennifer L. Chu, Debevoise & Plimpton LLP; John Cristiano, Grant Thornton LLP; Swapna Deshpande, AlixPartners LLP; Asim Grabowski-Shaikh, BakerHostetler; Eva Harris, Big Pond, INC.; Jesse Jensen, Bernstein Litowitz Berger & Grossmann; Ozgur B. Kan, Charles River Associates; Elene Karanicolas, Ankura; Kathleen Lauster, Ankura; John R. Love, Debevoise & Plimpton LLP; Susan G. Markel, AlixPartners LLP; Juan Migone, StoneTurn Group; Edward N. Moss, Cahill Gordon & Reindel LLP; Joanna M. Ritcey, JRD Law PLLC; Andrew Sotak, Ankura SEC 101 Reporting Essentials for Financial Professionals Workshop 2024 Live Webcast Cheryl L. Linthicum, SEC Institute, a Division of PLI; George M. Wilson, SEC Institute, a Division of PLI

SEC 101 Reporting Essentials for Lawyers Workshop 2024 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 2024 San Francisco, Live Webcast Bob Laux, SEC Institute, a Division of PLI; George M. Wilson, SEC Institute, a Division of PLI Social Security Administration Disability-Based Benefits 2024: From Administrative Proceedings to Federal Practice New York, Live Webcast Anne K. Callagy, The Legal Aid Society; Tanya Douglas, Manhattan Legal Services Faculty: Violeta Arciniega, The Legal Aid Society; William T. Flynn, Legal Services NYC; Steven Godeski, The Legal Aid Society Supporting Diversity & Inclusion in the Legal Workplace 2024 New York, Live Webcast Sheila S. Boston, Arnold & Porter Kaye Scholer LLP; Brande Stellings, Vestry Laight LLC Faculty: Michael Chamberlain, Rhymes with Orange LLC; Katrina T. Feldkamp, NAACP Legal Defense and Educational Fund; Rev. Mark E. Fowler, Tanenbaum Center for Interreligious Understanding; Professor Suzanne Goldberg, Columbia Law School; Janice B. Grubin, Barclay Damon LLP; Vanessa Okwuraiwe, Edward Jones; Danyale A. Price, Paul Weiss Rifkind Wharton & Garrison LLP; Allison Scharfstein, NAACP Legal Defense and Educational Fund; Jacob Steinhof, KPMG LLP Tax Strategies for Corporate Acquisitions, Dispositions, Spin- Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2024 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; Benjamin J. Applestein, Deloitte Tax LLP; John A. Biek, Neal, Gerber & Eisenberg LLP; Peter H. Blessing, Internal Revenue Service; Devon M. Bodoh, Weil, Gotshal & Manges LLP; Megan L. Brackney, Kostelanetz LLP; Jennifer E. Breen, Morgan, Lewis & Bockius LLP; Joseph M. Calianno, Andersen; Colin D. Campbell, Jr., U.S. Department of the Treasury; 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; Diana S. Doyle, Latham & Watkins LLP; Andrew M. Eisenberg, Jones Day; Pamela Lawrence Endreny, Gibson, Dunn & Crutcher LLP; David W. Foster,

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2024 Annual Report

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