PLI Annual Report 2024

ONE-HOUR BRIEFINGS PRESENTED IN 2024

APRIL 2024 2024 Private Equity and M&A Update and Forecast Joseph Ehrlich, Brown & Brown Risk Solutions; Harvey M. Eisenberg, Weil, Gotshal & Manges LLP; Keith W. Pennell, DFW Capital Partners; Michael Rakiter, Trivest Advertising Law 101 Louis P. DiLorenzo, Davis+Gilbert LLP; Paavana L. Kumar, Davis+Gilbert LLP Calming the Workplace – Effective Use of Arbitration and Mediation Rhonda L. Epstein, Esq., NAM (National Arbitration and Mediation); Hon. Alan D. Scheinkman (Retired), NAM (National Arbitration and Mediation) Creating a Modern Records Retention Schedule for Compliance, Privacy, and AI Kerry Childe, Contoural, Inc.; Mark Diamond, Contoural, Inc. Generative AI: Improving or Impairing Access to Justice? Hon. Timothy S. Driscoll, Supreme Court of the State of New York; Ronald J. Hedges, Ronald J. Hedges LLC; Marissa J. Moran, CUNY – New York City College of Technology; Vivian D. Wesson, Board of Pensions of the Presbyterian Church (U.S.A.)

Legal Opinions in Securities Offerings

Quantum Computing: What It Might Mean for Cybersecurity, Privacy, and the Environment Ronald J. Hedges, Ronald J. Hedges LLC; Mechie Nkengla, Ph.D., Data Products LLC; Debbie Reynolds, Debbie Reynolds Consulting, LLC Royalty for A Day? Considerations in Sitting for a Proffer With the DOJ Nicholas J. Lewin, Krieger Lewin LLP; Daniel S. Noble, Krieger Lewin LLP So You Want to Be a GC ... Michelle H. Browdy, IBM Corporation; Lorin L. Reisner, Paul, Weiss, Rifkind, Wharton & Garrison LLP; Cari Robinson, August Strategic Communications Supreme Court – October Term 2023: Another Year of Major Decisions Erwin Chemerinsky, University of California at Berkeley School of Law The SEC’s Revolutionary New Climate Disclosure Requirements – A Deep Dive Into Governance, Strategy, and Risk Disclosures Gary M. Brown, Nelson Mullins Riley & Scarborough LLP; Christina M. Thomas, Kirkland & Ellis LLP The SEC’s Revolutionary New Climate Disclosures – New Greenhouse Gas Disclosure, Attestation, and Financial Statement Disclosure Requirements Victoria Evans, Anthesis Group Ltd.; Alexandra N. Farmer, Kirkland & Ellis LLP; Kevin Vaughn, PricewaterhouseCoopers LLP MAY 2024 “Records” and GAI: How Will They Get (or Not) Get Along? Erin Corken, Exterro; Hon. Timothy S. Driscoll, Supreme Court of the State of New York; Ronald J. Hedges, Ronald J. Hedges LLC; Marissa J. Moran, CUNY – New York City College of Technology 2024 International Trade and National Security Mid-Year Update Timothy C. Brightbill, Wiley Rein LLP; Robert E. DeFrancesco, III, Wiley Rein LLP; Hon. Nazak Nikakhtar, Wiley Rein LLP; Christopher B. Weld, Wiley Rein LLP Advanced Issues With FinCEN Beneficial Ownership Information Reporting Requirements Zila Acosta Grimes, Linklaters LLP; Matthew Bisanz, Mayer Brown LLP; Charles More, Alston & Bird LLP Agreements to Access Adjacent Properties During Construction Melissa T. Billig, Tannenbaum Helpern Syracuse & Hirschtrit LLP; Brandon P. Reiner, Tannenbaum Helpern Syracuse & Hirschtrit LLP

Challenges to Professionalism: Selected Issues in Litigation and Transaction Matters Nathan M. Crystal, Crystal & Giannoni-Crystal, LLC; Kenneth Craig Dobson, Dobson Law LLC Data Privacy, National Security, and the FCC Hunter Deeley, Federal Communications Commission; Alice Suh Jou, Federal Communications Commission Developments in Fair Market Value and Stark Law/Anti-Kickback Statute Enforcement

David S. Bakst, Mayer Brown LLP; John P. Berkery, Mayer Brown LLP New Merger Guidelines: A Sea Change or Riding the Same Wave? Megan Browdie, Cooley LLP; M. Howard Morse, Cooley LLP Settlement Waystation: Defendants’ Use of Qualified Settlement Funds Jeremy Babener, Structured Consulting, Lane Powell; Rachel McCrocklin, Eastern Point Trust Company The Business of Attracting Clients Jeremy Babener, Structured Consulting, Lane Powell The Hague Convention on International Child Abduction: An Introduction for Advocates and Attorneys Working With Survivors of Domestic Violence Nicole Fidler, Sanctuary for Families; Karen R. King, Morvillo Abramowitz Grand Iason & Anello PC The Value of a Champions Network for In-House Counsel Matthew E. Silverman, VIAVI Solutions, The Blueprint Organization Understanding the SEC’s Approval of Spot Bitcoin ETPs and What Comes Next J. Stephen Feinour Jr., Stradley Ronon Stevens & Young, LLP; Susan Gault-Brown, Stradley Ronon Stevens & Young, LLP; Miranda Sturgis, Stradley Ronon Stevens & Young, LLP Using Pooled Special Needs Trusts as a Safety Net When Drafting Estate Plans Rachel Baer, Commonwealth Community Trust Winning an Historic $112 Million Insurance Bad Faith Jury Verdict – Pre-Trial Preparation Benjamin W. Massarsky, Miller Friel, PLLC; Mark E. Miller, Miller Friel, PLLC Winning an Historic $112 Million Insurance Bad Faith Jury Verdict – Trial Strategy Brian G. Friel, Miller Friel, PLLC; Benjamin W. Massarsky, Miller Friel, PLLC; Mark E. Miller, Miller Friel, PLLC Your Resume & Research: First Steps to Success at Loyola’s PLIP 2024 Mark D. Dighton, Practising Law Institute; Hollis Hanover, Loyola University Chicago School of Law

Adam J. Klein, Milliman; Sean McKenna, Spencer Fane, LLP; Aaron Narva, Conflixis, Inc.

FAPA and the Groundbreaking Impact on the Mortgage Industry Michael V. Margarella, Reed Smith LLP FTC Ban on Noncompetes – Final Rule and What It Means for Your Company and Your Clients Russell Beck, Beck Reed Riden LLP; Benjamin R. Dryden, Foley & Lardner LLP; Katherine E. Perrelli, Seyfarth Shaw LLP; Sarah C.C. Tishler, Beck Reed Riden LLP

Legal Malpractice Defense: Lessons From the Trenches

Bethany W. Kristovich, Munger, Tolles & Olson LLP; Jordan D. Segall, Munger, Tolles & Olson LLP NIST Cybersecurity Framework 2.0: Moving Cyber Out of the Silo Beth George, Freshfields Bruckhaus Deringer LLP; Tracy Wilkison, FTI Consulting Inc. Powerful Presence: Concise and Engaging Communication Skills for In-House Attorneys Marsha Redmon, Powerful Presence LLC Public Access vs. Confidential Information: What Can Be Kept Secret in Litigation and Why Ronald J. Hedges, Ronald J. Hedges LLC; Hon. Tanya R. Kennedy, Supreme Court of the State of New York Reg Against the Machine: Balancing Technological Innovation With AI Regulation in the Financial Services Industry Michelle N. Tanney, BakerHostetler LLP The Business of a Summer Associate Jeremy Babener, Structured Consulting, Lane Powell The Secrets to Successful Practice Plans for Groups and Individuals JeanMarie Campbell, Baker McKenzie; Erin Dimry, DLA Piper LLP; Deborah Brightman Farone, Farone Advisors LLC

Hot Topics in Cybersecurity: Credential Stuffing and the 23andMe Data Breach

Leeza Garber, Leeza Garber Esq. Consulting, The Wharton School, University of Pennsylvania; Gail L. Gottehrer, Del Monte Fresh Produce Company How Does Independent Self- Regulation Apply in a “Cookies and Beyond” Ad Tech Ecosystem? Tony Ficarrotta, Network Advertising Initiative; Robin W. Foster, Adobe Inc.; Tonia Hashimoto, Adobe Inc.; Lou Mastria, Digital Advertising Alliance; Anthony Matyjaszewski, Network Advertising Alliance M&A Transactions: Speedbumps and Pitfalls on the Road to a Transaction Brian Goodhart, Capstone Strategic, Inc.; John V. Sunder, Miles & Stockbridge P.C. New FinCEN Beneficial Ownership Information Reporting Requirements: Overview of Regulations and Practical Recommendations Siana Danch, Ballard Spahr LLP; Sara C. Lenet, Hogan Lovells US LLP

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2024 Annual Report

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