2018 Business Meeting San Diego, CA Agenda

Time Event and description Other info

12:00 p.m. - 5:00 p.m.


1:15 p.m. – 1:30 p.m.

General Session and Welcome

1:40 p.m. – 3:10 p.m.

Securing Your Client’s and Firm’s Information: How NAMWOLF Firms Can Comply with Corporate InfoSec Policies

The cybersecurity threats faced by law firms are very real and are forcing firms to recalibrate their approach to securing sensitive client and firm information.  In addition to the ethical duty attorneys have to protect the confidentiality of client information, firms have been put on notice by corporate clients that expectations are changing with respect to a firm’s commitment to protecting client data under the firm’s control.  With the growing increase in data breaches and threats, along with the heightened regulatory landscape in a wide range of industries, companies are placing an emphasis on ensuring their law firms have proper IT and information security protocols and processes in place.  Many companies are requiring their firms to meet certain security standards to provide legal services.  This session will explore how law firms of all sizes should be evaluating their security measures and discuss ways to position your firm – from an IT perspective – to your clients.  Our panel of data and security experts will also explore key topics, including  access controls, encryption, cloud security, system monitoring, intrusion detection and response, and will provide you with best practices guidance to address security threats and breaches to stay ahead of the game by creating a defensible security program – without breaking the bank. (Ethics CLE Pending)


Jason Straight, UnitedLex

1:40 p.m. – 3:10 p.m.

Do You Call That Marketing? Tips and Tricks for Making the Sale!

You learn by example – this presentation will be structured around techniques used to make and close the sale. We will utilize movie and TV clips to demonstrate effective (and noneffective) sales techniques. We will also role play with the audience.


Angela Meyer, Exponent
Renée Welze Livingston, Livingston Law Firm

3:25 p.m. – 4:55 p.m.

Grow Your Business Without Boring Your Clients or Breaking Your Bank

In this session, Jennifer Folsom will discuss why those in the law industry should use content marketing to control their brand and boost their business. Content marketing (which includes everything from tweets to white papers) focuses on creating and distributing content for a targeted audience online. By producing and distributing content online to attract a firm’s target audience, law firms are helping clients solve problems and not “interrupting” busy people. Highly targeted content allows for key analytics, which makes it easier to show your clients what they actually want to see. Jennifer will review the basics of content marketing and how to tailor compelling online content, like blogs and podcasts, to potential clients. She will explain how content marketing is key for client attraction, retention, and development. She will explore the best online platforms for managing content.


Jennifer Folsom, Summit Consulting

3:25 p.m. – 4:55 p.m.

Law Firm Meteorology – How to Keep it Sunny Inside to Make it Rain Outside

Participants will learn:

  • How to attract and retain great talent
  • How to develop talent to cultivate the next generation of leadership
  • How to help each of your lawyers cultivate their personal brand in a way that is consistent with your firm brand, is genuine and is compelling

Barrett Avigdor, Major, Lindsey & Africa

Miriam Frank, Major, Lindsey & Africa

5:00 p.m. – 5:45 p.m.

Products Liability Practice Area Committee Business Meeting

5:00 p.m. - 5:45 p.m.

Transactional Practice Area Committee Business Meeting

6:00 p.m. – 7:00 p.m.

Cocktail Reception with the Board of Directors

All attendees are welcome to attend and mix and mingle with the NAMWOLF Board.

8:15 a.m. - 9:00 a.m.

Labor & Employment Practice Area Committee Business Meeting

8:15 a.m. - 9:00 a.m.

Restaurant Retail & Hospitality Practice Area Committee Business Meeting

9:00 p.m. – 12:00 p.m.

Amazing Race Around San Diego

Join us as we do a mini version of The Amazing Race! The Emerging Leaders created this fun, lively and interactive networking session and it has become one of the most popular events. You will be assigned a team and given a list of tasks to complete. The first one back to the Hilton San Diego Bayfront is the winner.

Sponsored by Synergy Capital Solutions

10:00 a.m. – 5:30 p.m.

Registration & Business Partner Expo

12:30 p.m. - 1:30 p.m.

Luncheon Panel

The NAMWOLF Solicitation Process – An Exploration Into How In-House Counsel are Finding NAMWOLF Firms


Barbara Stevens, Prudential

Mel Walker, Wells Fargo

Alina Singer, Wargo French

David Peim, Honda North America

Renecca Allen, NAMWOLF

1:45 p.m. – 3:00 p.m.

Law Firm Member Meeting (Law Firm Only Session)

Law Firm Members will have a presentation on the state of the organization, presented by the Board of Directors and the NAMWOLF CEO.

1:45 p.m. – 3:00 p.m.

Legal Department Deep Dive (In-House Only Session)

Join representatives of Google and FDIC to have an open discussion regarding their use of NAMWOLF Law Firms.

3:10 p.m. – 4:30 p.m.

Building a Personal Marketing Strategy Based on Your Strengths (In-House Only Session)

This will be an interactive session where participants will:

  • Develop an effective branding statement
  • Learn how to identify their strengths
  • Learn how to use their strengths to create and identify opportunities (for growth and advancement) to design a career that they actually enjoy

Barrett Avigdor, Major, Lindsey & Africa

Karma Rodgers, MIHCA

Julie Mehta, Ecolab

Sponsored by MIHCA

3:10 p.m. – 4:30 p.m.

Law Firm Cross Marketing Session (Law Firm Member Only Session)

Cross Marketing is the hidden gem of NAMWOLF Membership. Join us for an interactive session for our Member Firms to help build better opportunities to refer business to one another.

4:45 p.m. – 5:30 p.m.

Insurance Practice Area Committee Business Meeting

4:45 p.m. – 5:30 p.m.

Financial Services Litigation Practice Area Committee Business Meeting

4:45 p.m. – 5:30 p.m.

International Law Practice Area Committee Business Meeting

4:45 p.m. – 5:30 p.m.

Trials Practice Area Committee Business Meeting

6:00 p.m. – 7:00 p.m.

Cocktail Reception

7:30 a.m. - 4:30 p.m.

Registration & Business Partner Expo

8:15 a.m. – 9:15 a.m.

Welcome Address and General Session

General Session Speaker: Martha B. Wyrsch, Executive Vice President and General Counsel, Sempra Energy

Welcome Address: Kevin L. Faulconer, Mayor, City of San Diego

9:25 a.m. – 10:15 a.m.

Advisory Council Business Meeting and Inclusion Initiative Meeting (In-House Only Session)

9:30 a.m. – 11:00 a.m.

Emerging Leaders Session:  SOCIAL NETWORKING:  DO’S & DON’TS – A Discussion Regarding Business Development, Trending Ethical Considerations, & Privacy Breach Part II

This session will focus on the practical needs of social media presence when developing business. Although the session will be informational – including case study analysis and relevant case law -the In-House panelists will impart advice as to the practical social networking dos and don’ts which would serve as a plus or minus when they consider hiring Outside Counsel. Although enumerated ethical considerations are important, trending corporate considerations are key.


Njeri Mutura, Microsoft/LinkedIn
Charlie Bingham, Microsoft
Ashley Larson, Sutton | Booker
Janeen N. Lofton, Liebler, Gonzalez & Portuondo Julie Wenah, Airbnb
Nicole Diaz, Snap, Inc. (fka Snapchat)

9:30 a.m. – 11:00 a.m.

Law Firm Management Session (Law Firm Member Only Session)

Share Your Feedback and Request Future Topics

10:15 a.m. – 11:00 a.m.

Inclusion Initiative Meeting (In-House Only Session)

11:10 a.m. - 12:25 p.m.

Labor & Employment Practice Area Committee CLE – ADA and FMLA:  The Advanced Class

The ADA and FMLA are two laws that keep HR professionals, In-House Counsel and Outside Counsel up at night. The issues that arise under these laws are fact intensive and require untangling a complicated web of overlapping laws, regulations and court decisions to analyze the rights and obligations that may exist. This presentation will cover advanced topics under these two laws to help guide attendees in analyzing some of the more complicated situations that arise under these two laws.


Dinita James, Gonzalez Law, LLC
Barbara Johnson, Potter & Murdock, P.C.
Kelly Drew Folger, Andrews Lagasse Branch & Bell LLP James (Jim) R. Beyer, Infosys
Barbara Alexander, Exelon BSC
Courtney Bohl, AECOM
Chandra C. Davis, The Employment Law Solution

11:10 – 12:25 p.m.

Products Liability Practice Area Committee CLE – Hot Trends in Products Liability

The panel will explore the emerging issues of cybersecurity and autonomous vehicles.  In particular, this session will discuss recent data breaches and the laws that regulate data breaches.  The panelists will also discuss the intersection between cybersecurity and medical devices.  Finally, the panelists will discuss the current state of autonomous vehicles and the legal issues associated with putting these vehicles on the road. 


Robert K. Dixon, Wilson Turner Kosmo LLP

Jerry Blackwell, Blackwell Burke P. A.

Peter Goss, Blackwell Burke P. A.

Brent Nichols, Honda North America

11:10 – 12:25 p.m.

Financial Services Litigation Practice Area Committee CLE – Secured Transactions: The UCC vs. The Hague Securities Convention

This CLE will focus on the effect of the Convention on the Law Applicable to Certain Rights in Respect of Securities Held with an Intermediary (the “Convention”) on rules (previously) governed by the Uniform Commercial Code, including choice of law, the definition of “securities” under each, the rights acquired (and how acquired) by an indirect holder of securities/perfection, anticipated changes in drafting account agreements, and enforcement/defense to enforcement issues.


Jacklyn Fetbroyt, Kang Haggerty & Fetbroyt LLC

11:10 – 12:25 p.m.

International Law Practice Area Committee CLE – FCPA Challenges in Asia and Latin America

A timely presentation on FCPA regulations, investigations and rulings in Asia and Latin America, with a focus on the voluntary disclosure process. We believe this will be a hot topic and one that is not covered often.


Bjorn Malmlund, Ernst & Young

Carla Pareja Paris, Zuber Lawler & Del Duca LLP

Chris Muessel, Zuber Lawler & Del Duca LLP

Nelson Bellido, Roig Lawyers

Larry Schmadeka, Lee, Hong, Degerman, Kang & Waimey

12:35 p.m. – 1:35 p.m.


Featured Speaker: Alan K. Tse, Senior Vice President, General Counsel and Corporate Secretary, Petco

1:45 p.m. – 3:00 p.m.

White Collar Practice Area Committee CLE – Avoiding and Untangling Knots in Company Internal Investigations in Today’s Age

Company internal investigations are serious and complicated enough. But the situation can become even more problematic when conflicting priorities – whether from a legal, strategic, or corporate governance stand point – arise. Today, these problematic tensions are more likely to arise given the international and multi-jurisdictional scope of many investigations, as well as the frequency of parallel investigations. In this CLE, we will explore and offer ways to avoid – and hopefully resolve – conflicts that can arise from the intertwined nature of modern internal investigations. Specifically, we will discuss:

  • Data privacy conflicts that arise when company internal investigations of U.S. companies reach foreign shores.
  • Navigating the potentially competing focus and interests of concurrent Board and company internal investigations.
  • Coordinating the priorities of concurrent government and company internal investigations.

Mary O’Connor, Farrow-Gillespie & Heath LLP

John Lewis, Jr., Lawrence & Bundy, LLC

Leah Mayersohn, Mayersohn Law Group

Don Tellock, Burgher Gray Jaffe LLP

Asha Muldro, Guidepost Solutions LLC

Tracy Donahue, PayPal

1:45 p.m. – 3:00 p.m.

Retail Restaurant & Hospitality Practice Area Committee CLE – A Man Walks into a Bar . . . and Other True Life Stories

A CLE presenting a series of scenarios true to the adage. Each scenario explored will address a substantive issue relevant to employment, commercial, e-commerce and regulatory law, whether it’s a customer carrying their own shrimp into a restaurant, a guest overstaying their welcome or some other unexpected turn of events encountered in the restaurant, retail and hospitality sectors.


Rhonda Parish, Ruby Tuesday

Gerardo Hernández, Navas Rodriguez & Hernandez

Larry D. Smith, Southern Trial Counsel

Lori Smith, Craig Realty Group

1:45 p.m. – 3:00 p.m.

Insurance Practice Area Committee CLE – Shifting Risk:  How to Draft Effective Insurance and Indemnification Provisions in Commercial Contracts

The presentation focuses on common mistakes that impair indemnification and insurance protections negotiated in commercial contracts, and suggests ways to make sure that the protections you negotiated will be there when you need them. In addition, the program will address the emerging need for cyber insurance coverage.


Javier Rivera, Southern California Edison Co.

Edward Valdespino, Wargo French

Jennifer Yu Sacro, Sacro & Walker LLP

3:10 p.m. – 4:25 p.m.

Intellectual Property Practice Area Committee CLE – Protecting More Intellectual Property for Less: Strategies for Leveraging your Intellectual Property on a Budget

Angela García Medina, Zuber Lawler & Del Duca LLP

B. Delano Jordan, Jordan IP Law LLC

Wendy Zimbone, Talem IP Law

Annette Bade, Xerox

Lisa Jakob, Merck & Co., Inc.

3:10 p.m. – 4:25 p.m.

Trials Practice Area Committee CLE – The Top Ten Ways In-House Counsel Can Reduce the Risk of Trial

In-House Counsel typically manage the risk (and cost) of litigation by settling matters. While the vast majority of cases can be settled, a handful cannot. In this CLE, In-House Counsel will learn how to lower their risk of a poor result at trial. Topics that will be covered will include the use of mock juries and jury consultants, trying cases in hostile jurisdictions and finding the right theme for your case.


Timothy Saviano, WEC Energy Group

Catherine La Fleur, La Fleur Law Office

Cheryl Bush, Bush Seyferth & Paige

Joseph Callier, Callier & Garza

Suann Ingle, Suann Ingle Associates

3:10 p.m. – 4:25 p.m.

Transactional Practice Area Committee CLE – Protect Your Company and the Board From Liability!

The adoption and implementation of corporate governance processes is crucial to protect the company and its board against liability for breaches of fiduciary and other duties, failure to comply with SEC and state corporate requirements and the failure to maintain proper corporate records. The panel will address:

  • The structure of a good program
  • The provisions required
  • How to implement the program to secure “buy in”
  • The role of the corporate secretary and recent expansions of that role, including related risks  and benefits
  • War stories from the trenches

Sandra Honegan-Pounder, Burgher Gray Jaffe LLP

Dauna Williams, Burgher Gray Jaffe LLP

Ellisa Habbart, The Delaware Counsel Group

4:30 p.m. – 5:30 p.m.

Marketing Best Practices Presents:  Exercises That Make Lawyering Less of a Workout

There are certain skills that set great attorneys apart – verbal and non-verbal communication, quick thinking and attention to detail. This thought-provoking, interactive session will consist of break-out exercises that utilize, improve and test your skills. Come prepared to show off your abilities… and learn some great exercises to take back to your team!


Laci Roth, RothStokes 360

NAMWOLF Marketing Best Practices Members

6:00 p.m. – 7:00 p.m.

Cocktail Reception

7:00 p.m.

Dine Arounds by PAC/Industry

8:30 a.m. – 12:00 p.m.

Is Your Pitch Perfect?  In-House Counsel Help Law Firm Members Perfect Their Pitches

NAMWOLF Law Firm Members will have the opportunity to give a 15-minute “pitch” to a panel of In-House Counsel and other industry experts. Once the presentation is complete, the law firm will obtain feedback on its presentation and how its pitch can be improved. In-House Counsel are invited to watch in the audience and provide additional feedback. Detailed information will be emailed to Law Firms in preparation for this great session.