PLI Annual Report 2024

ONE-HOUR BRIEFINGS PRESENTED IN 2024

Thriving Through Turbulence: Strategies for Maintaining Well-Being Tamara Fox, PHR, CEP, Loeb Leadership; Dr. Fritz Galette, Ph.D., Loeb Leadership; David Sarnoff, Esq., ACC, Loeb Leadership Why You Should Care About Matrimonial Law, Even if You’re Not a Matrimonial Lawyer Shannon Rogers Simpson, Cohen Clair Lans Greifer & Simpson LLP JUNE 2024 AI in Action: How to Balance the Risks and Rewards When Using AI Avi Gesser, Debevoise & Plimpton LLP; Martha Hirst, Debevoise & Plimpton LLP; Matt Kelly, Debevoise & Plimpton LLP Attorney-Client Privilege and Work Product: What Do These Fundamental Principles Encompass and Has Their Application Changed in 2024? Hon. Bernice Bouie Donald (Retired), United States Court of Appeals for the Sixth Circuit; David Greenwald, Jenner & Block LLP; Ronald J. Hedges, Ronald J. Hedges LLC Basic Accounting and Financial Reporting for In-House Attorneys (Part Three): Interpretation, Ratio Analysis, and Selected Technical Areas Cheryl L. Linthicum, SEC Institute, a Division of PLI; George M. Wilson, SEC Institute, a Division of PLI Criminal Prosecutions Under the California Cartwright Act Jeremy J. Calsyn, Cleary Gottlieb Steen & Hamilton LLP; Joseph M. Kay, Cleary Gottlieb Steen & Hamilton LLP; Heather S. Nyong’o, Cleary Gottlieb Steen & Hamilton LLP Crypto Enforcement: The Regulators Speak Elizabeth N. Pendleton, Commodity Solowiejczyk, U.S. Attorney’s Office for the Southern District of New York, Illicit Finance & Money Laundering Unit; Ladan Stewart, White & Case LLP; Mark Sylvester, U.S. Securities and Exchange Commission, Division of Enforcement Generative AI: How Might It Help or Hinder eDiscovery? Jerry Bui, FTI Consulting, Inc.; Catherine “Cat” Casey, Reveal Data; Ronald J. Hedges, Ronald J. Hedges LLC Ground Lease Transactions – Problems and Solutions Joshua Stein, Joshua Stein PLLC Futures Trading Commission, Division of Enforcement; Noah

Guaranteed Maximum Price Construction Agreements: Fact or Fiction?

The In-House Insider: How to Reposition Your Legal Department From a Cost Guzzler to a Revenue- Driven Business Unit Abeer Abu Judeh, LexDock Corporation; Anushree Bagrodia, Mastercard; Lauren Brunswick, Celdara Medical, LLC; Ronald J. Hedges, Ronald J. Hedges LLC UK Sanctions Enforcement Developments: The Role of the UK’s New Office of Trade Sanctions Implementation (OTSI) Steven P. Farmer, Pillsbury Winthrop Shaw Pittman LLP; David Lorello, Covington & Burling LLP What Boards of Directors and Senior Leaders Need to Know About Workplace Misconduct Compliance and Investigations Alejandra Montenegro Almonte, Miller & Chevalier Chartered; Katherine E. Pappas, Miller & Chevalier Chartered; Ann Sultan, Miller & Chevalier Chartered Workers’ Rights to Paid Leave and Accommodations in California Sharon Terman, Legal Aid at Work; Katherine Wutchiett, Legal Aid at Work JULY 2024 Diligence for M&A and Investments in Companies Developing or Utilizing AI Dror Futter, Rimon, P.C.; Peter F. McLaughlin, Rimon P.C. Enhancing Data Protection in the Era of Remote Work Jordan Ellington, SessionGuardian; Stephen C. Lilley, Mayer Brown LLP; Nicholas Robinson, SessionGuardian; James G. Simatacolos, Toyota Freedom of Information Act – Make the Most of Your Right to the Government’s Records Stephen Poellot, International Refugee Assistance Project; Alexandra Zaretsky, International Refugee Assistance Project Going for the Global Gold in Sponsorship and Ambush Marketing Campaigns José Antonio Arochi, Arochi & Lindner, S.C. Attorneys; Caroline Bouvier, SELARL Bernard-Hertz- Bejot; Brinsley Dresden, Lewis Silkin LLP; Allison Fitzpatrick, Davis+Gilbert LLP; Kelly Harris, Harris + co.; David Opijah, Bowmans; Kanu Priya, Kan & Krishme Health Care M&A: Current Trends and Market Update Joseph Ehrlich, Brown & Brown Risk Solutions; Ahmed Elganzouri, SkinCure Oncology; Ilan Peress, Brown & Brown Risk Solutions; Patrick Rowland, Fulcrum Equity Partners

Hot Topics in AI: Regulatory Focus on AI Washing and Whistleblowers Leeza Garber, Leeza Garber Esq. Consulting, The Wharton School, University of Pennsylvania; Gail L. Gottehrer, Del Monte Fresh Produce Company Human Capital, Diversity, and Related Disclosure and Reporting Initiatives Jennifer J. Carlson, Mayer Brown LLP; Jennifer Zepralka, Mayer Brown LLP Managing Client Emotions in Difficult Legal Situations Terri Anne Flint, Ph.D., LCSW; Jaime B. Herren, Hartog Baer Zabronsky APC; Raquel L. Sefton, CFLS, Apex Family Law, P.C. Moore v. United States : Lead Tax Counsel to Discuss Federal, State, and International Tax Implications of Supreme Court’s Decision Jeffrey H. Paravano, BakerHostetler LLP Motor Vehicle Technology Update: More Data, More Lawsuits Gail L. Gottehrer, Del Monte Fresh Produce Company; Ronald J. Hedges, Ronald J. Hedges LLC Navigating a Flat World: Evolving Challenges and Risks in Cross- Border Investigations and International Discovery Matthew A. Lafferman, Dentons US LLP; Brian O’Bleness, Dentons US LLP Neurotechnology Regulation: Brain Wave Data Privacy Becomes Top of Mind Leeza Garber, Leeza Garber Esq. Consulting, The Wharton School, University of Pennsylvania; Gail L. Gottehrer, Del Monte Fresh Produce Company New York State’s Good Cause Eviction Law Ellen Davidson, The Legal Aid Society The DOL’s New Fiduciary Rule and Amendments to Related PTEs Elizabeth L. Dyer, Cleary Gottlieb Steen & Hamilton LLP; Timothy D. Hauser, U.S. Department of Labor; Linda J. Haynes, Seyfarth Shaw LLP The Introverted Lawyer: The Unsung Superpower Strengths of Introspective Advocates Professor Heidi K. Brown, New York Law School Tips, Traps, and Traumas – What You Don’t Know About the New York Lien Law Alexander F. Ferrini III, Law Office of Alexander Ferrini PLLC, Olshan Frome Wolosky LLP; Joseph Philip Forte; Thomas A. Glatthaar, Fidelity National Title Insurance Company; Joshua Stein, Joshua Stein PLLC

Kenneth M. Block, Tannenbaum Helpern Syracuse & Hirschtritt LLP; Richard Browne, Sterling Project Development; Brandon Reiner, Tannenbaum Helpern Syracuse & Hirschtritt LLP Hot Topics in Cybersecurity: Shadow AI Leeza Garber, Leeza Garber Esq. Consulting, The Wharton School, University of Pennsylvania; Gail L. Gottehrer, Del Monte Fresh Produce Company In the “Shadow” of Panuwat : SEC Insider Trading Unit Alumni Discuss Compliance Considerations Following Successful Shadow Trading Enforcement Action William Martin, O’Melveny & Myers LLP; Barry O’Connell, Davis Wright Tremaine LLP; David Oliwenstein, Pillsbury Winthrop Shaw Pittman LLP; Charles D. Riely, Jenner & Block LLP; Simona K. Suh, Sidley Austin LLP Insurance Law: Mid-Year Update Tae Andrews, Pasich LLP Proposed Changes in Bank Liquidity Regulation Matthew Bisanz, Mayer Brown LLP; Jason J. Cabral, Gibson, Dunn & Crutcher LLP; Leel Sinai, Haynes & Boone LLP Science and Practice of Compassion: How Compassion Makes Us Happy and Successful Lawyers Elizabeth Pyjov, JD MTS, Self- Compassion for Lawyers Should Your Client Invest in Alternative Assets (“Alts”)? Should You? Terry Lloyd, CPA, CFA, Finance Scholars Group; Chelsea J. Suttmann, Esq., Barulich Dugoni & Suttmann Law Group, Inc.; William Vlahos, Jackson Square Financial The DOL Finalizes Amendments to the QPAM Exemption Chris Cosby, U.S. Department of Labor; Elizabeth L. Dyer, Cleary Gottlieb Steen & Hamilton LLP; Linda J. Haynes, Seyfarth Shaw LLP The EU AI Act Is Entering Into Force: What Companies Need to Know Alexander Roussanov, Arnold & Porter Kaye Scholer LLP; Peter J. Schildkraut, Arnold & Porter Kaye Scholer LLP

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2024 Annual Report

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