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2017 Chief Legal Officer Leadership Forum WEDNESDAY, OCTOBER 25, 2017 | SAN FRANCISCO

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2017 Chief Legal Officer Leadership Forum

Wednesday, OctOber 25, 2017 | san FranciscO

administrative nOtes

securityPlease wear your name badge at all times during the meeting.

Please do not leave your personal belongings unattended in the meeting rooms.

Argyle Executive Forum will not be responsible for items left in the rooms.

mobile devicesPlease do not allow any mobile device to disrupt the meeting while in session.

All devices should be on silent mode.

conversationPlease use areas outside of the ballroom to converse when the meeting is in session.

smokingPlease note that smoking is not permitted in the meeting venue.

The content of this program and the attendee list remain the sole property of Argyle Executive Forum and may not be rented, sold, or given to any outside party or used to market or promote any other meeting. Any such unauthorized distribution represents theft of property for which Argyle Executive Forum will pursue any and all appropriate legal remedies.

Speaker Materials are available upon request, pending availability.

cmslegal.com

We solve your legal challenges.Committed. Controlled. Cross-border.

CMS_LawTax_CMYK_28-100.eps

Trusted By 100,000+ Companies in 130 Countries

Uncap your growth. [email protected] or 1.844.693.7446

The Contract Success Platform

Manual contracting processes are painful and slow. And in today’s hyper-competitive economy, where real-time problems require real-time solutions, if you can’t move fast then you die slowly.

To keep up with the pace of business, and create more contracts, faster, while staying compliant, you need smarter, faster contracting processes.

Concord is the only contract lifecycle management platform to natively support the entire contract lifecycle—connecting every person, process, and document in one place, on one single platform, managing all contracts, at every step, on one platform—from origination to negotiation to close.

Reconcile speed and compliance. Enable accelerated growth. Achieve greater scalability.

Accelerate growth while maintaining flawless compliance, by managing the entire lifecycle of your contracts, all on one platform.

agenda

2017 Chief Legal Officer Leadership Forum (San Francisco)

Wednesday, OctOber 25, 2017 | 8:30am – 4:55pm

8:30am – 9:30am

Breakfast

9:30am – 9:35am

Argyle Opening Remarks

9:35am – 10:10am

Fireside chat Featuring stubhub and paypal

Tod CohenGeneral CounselStubHub

Interviewed by:Linsey KrolikSenior Director, Associate General CounselPayPal

10:10am – 10:35am

Networking Break

agenda

10:35am – 11:20am

panel discussiOn:

“Managing Complex M&A Transactions”

Session topics include, but aren’t limited to:

• Challenges in managing a global in-house legal team

• The GC’s role in driving strategic alliances and divestitures

• Key issues regarding due diligence across national borders in the acquisition process

• Managing multiple and ongoing cross-cultural negotiations

• Ensuring that the target company is successfully integrated into the acquiring company

• Merging the in-house legal team

Moderator:Steve JackmanVice President & Deputy General CounselFlex

Panelists:Sarah BradleyGeneral CounselCampari America David LeManaging Counsel, Corporate & CommercialLyft

Dr. Alexander RakosiPartnerCMS William SawyersSeniorVicePresident,GeneralCounsel,ChiefComplianceOfficer&SecretaryDel Monte Corporation

11:20am – 11:40am

Networking Break

agenda

11:40am – 12:25pm

panel discussiOn:

“Employee Mobility – Legal Strategies for Protecting the Corporate Jewels”

Session topics include, but are not limited to:

• Onboarding best practices to integrate the new employees to your organization

• Best practices with managing employee departures • Understanding the importance of IP and the protection of trade secrets

• Handling BYOD and developing policies for employee usage • Mitigating data theft

• Leveraging technology and forensics to investigate data theft

Moderator:Karim AdatiaAssociate General CounselInsight Enterprises

Panelists:Scott ChaplinSenior Vice PresidentGeneral Counsel and SecretaryVista Outdoor

Austin O’FlynnSenior Counsel, IT and Privacy and Data SecurityDignity Health

Jim VaughnManaging DirectoriDiscovery Solutions

* Please note, this session will be off the record.

12:25pm – 1:25pm

Lunch

agenda

1:25pm – 2:05pm

KeynOte sessiOn Featuring panda restaurant:

“Who Works Here? – The New Corporate Environment”

Technology has changed the cultural environment of corporations. Remote associates are the new norm and cell phones, video calls and laptops keep us connected. Complex regulations areimpactingprocessesandpolicies.Globalismandnationalismareinfluencingthemeaningof ethics. Management is out, leadership is in. Change Management is the norm. Welcome to a whole new era of corporatism and corporate responsibility to your employees.

Donna WanserVice President, LegalPanda Restaurant Group

2:05pm – 2:25pm

Networking Break

2:25pm – 3:05pm

KeynOte sessiOn Featuring Wine.cOm:

“Legal Compliance within the Alcohol Industry; How to navigate the three tier system.”

Alcohol may be the most heavily regulated product in the United States. Many of the rules and regulations date back to the failed experiment of Prohibition. How do you navigate laws that were written in the 1930’s in 2017?

William TomaszewskiGeneral CounselWine.com

agenda

3:10pm – 3:50pm

Fireside chat sessiOn Featuring asana and live natiOn

and

Interviewed by:Karim AdatiaAssociate General CounselInsight Enterprises

3:50pm – 3:55pm

Argyle Closing Remarks

3:55pm – 4:55pm

Closing Reception

__________________________________________________________________________________

*Please note, the agenda is subject to change.

The information, views, and opinions expressed by speakers and other participants at our conferences are those of the individual and do not necessarily reflect the views and opinions of Argyle Executive Forum.

Argyle Executive Forum, its directors and officers, do not guarantee that any information provided by a speaker or other participant is accurate or complete and Argyle Executive Forum does not endorse any opinions that may be presented.

Michael RowlesExecutive Vice President and General CounselLive Nation

Eve SaltmanVice President, Debuty General CounselAsana

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Online: getconga.com | Twitter: @getconga

Solve Key Challenges Found in Contract Management

• Use Salesforce CRM for your primary data storage• Want a way to sell more efficiently• Labor under slow redlining processes in your sales

experience• Need to empower your sales team to own more of

the contract process• Want to extend your Salesforce CPQ automation to

contract negotiation and management

For more information or to request a demo: goo.gl/9FIUL6

• Need to store and manage contracts of all types• Want access to compliance reporting for greater

visibility between departments throughout theenterprise, reducing risk and exposure

• Seek to monitor and track interactions and cycletimes

• Require complex routing to appropriate partiesand tracking of progress

• Need a standalone cloud solution

Even the speediest sales or procurement process gets bogged down in the negotiation, when all parties would like nothing more than to get through to the “done” side where signatures are inked and you can get on to providing the goods or services you just committed to. A full contract lifecycle often requires plenty of work after signature on a contract—like addendums, renewals and terminations, leading to a complex workflow that has ripple effects throughout the organization.

Conga gives organizations of all sizes the technologies they need to solve the key challenges found in the contract process.

Resource constraints ? Cost management ?

Augmentation of in-house legal process expertise ? Scalability and flexibility ?

Outsourcing, which benefits from process mastery, enables

you to focus internal resources on the tasks that demand

your expertise while we solve these fundamental issues.

“Everythingtheycommittotheydeliver.” * For QuisLex, the common denominator remains a

non-negotiable requirement for excellence.

* Client Quote | Chambers Global New York • London • Chicago • San Francisco • Hyderabad

170118 - Ad QuisLex - ?? - 8.5 x 11 - PRESS.indd 1 1/18/17 8:06 PM

partners

panel partners

Whether you are planning a transaction as part of your growth strategy, thinking about diversifying into new sectors or looking for new funding options such as non-bank lending or through equity investment, our experts offer you the right mix of legal and commercial advice. Having lawyers who think and act beyond their traditional role and seek to add value can help you secure the competitive edge you need in an ever-changing business environment. Our international team of more than 700 corporate lawyers in over 33 countries worldwide can assist you in all aspects of corporate law and M&A, both domestically and internationally.

Whatever your size, a large publicly listed company or a small privately owned business, we can deliver a tailored, commercial, cost effective solution for you, covering areas such as M&A, private equity, equity capital markets, outsourcing, group restructuring and privatisations. Our cross-border teams consist of experts from all practice areas and sectors such as banking, consumer products, energy, infrastructure, insurance, lifesciences, real estate and construction, hotelsandleisure,technologyandmedia.Thisallowsustounderstandyourspecificissuesforatransaction and provide you with advice within context, saving time and money and allows us to pinpoint your real commercial issues and risks in a transaction.

iDiscoverySolutions,Inc.(iDS)isanaward-winning,global,expertservicesfirm.iDSdeliverscustom-ized, innovative solutions for legal and corporate clients’ litigation, cybersecurity, and information governance (IG) challenges. iDS’ subject matter experts testify and consult in connection with eDiscovery, digital forensics, data analytics, IG, processing and hosting of electronically stored information(ESI)andenterpriseapplications.HeadquarteredinWashington,DC,thefirmalsohasofficesinSeattle,WA,andCostaMesa,CA.Formoreinformation,visitidiscoverysolutions.com.

iDS embraces the complex challenges that our competitors avoid to deliver value to our clients. In short, we solve problems that others cannot. We strive to give our clients unparalleled access to extraordinary information that exceeds their expectations.

Clients love our passion for what we do, and our ability to innovate solutions. When we deliver ourservices,itisnotsimplyfromthemindsetofexecutingonspecifictasks.Itisalsodonefromtheperspective of how this can improve our client’s situation and help further their success.

partners

senior supporter partners

Concord is a cloud-based contract lifecycle management platform that is changing the way the world is creating, negotiating, signing, and managing contracts. An all-in-one platform, Concord is simple to use and works with any type of document, across your entire company— connecting every document, every person, every process all in one place. Concord is the only contract management platform that enables companies to accelerate growth while maintaining flawlesscompliancebymanagingtheentirelifecycleoftheircontracts.

Consilio is a global leader in eDiscovery, document review and legal consulting services. Consiliosupportsmultinationallawfirmsandcorporationsusinginnovativesoftware,cost-effectivemanaged services and deep legal and regulatory industry expertise. The company has extensive experience in litigation, HSR second requests, internal and regulatory investigations, eDiscovery, information governance and compliance, law department management, document review, contractmanagementand legalanalytics. ISO27001certified, thecompanyoperatesofficesand data centers across Europe, Asia and the Americas. For more information, please visit www.consilio.com.

partners

senior supporter partners

Contract documents define the relationships between suppliers and customerswith financial,business and legal terms. Proper visibility, control and analysis are critical in effective corporate governance and overall management best practices. Conga Novatus offers an enterprise-grade contract lifecycle management solution that empowers companies to enforce contract language, mitigate risk and develop policies.

Ourcloud-basedsoftwaremakesdrafting,negotiation,workflowandapprovals, reportingandrenewal management easy. Developed with the help from our User Advisory Counsel, Conga Novatus takes into account the business challenges that complicate the contract lifecycle for companies like Rackspace, Sony and HD Supply, just to name a few. Our customer cen-tric dashboard provides a real-time, personalized display of data and statistics while our rapid implementation ensures your contracts are on track quickly.

QuisLex is an award-winning legal services provider that specializes in managed document review, contract management, compliance services, legal spend management, and legal oper-ations consulting. We employ operational excellence, Six Sigma based quality processes and ISO certifieddatasecuritytosupportlarge-scale,complexlegalprojectsforcompaniesandlawfirms.Our more than 1,000 full-time highly trained attorneys, process experts, statisticians and linguists, workcloselywithourclientstohelpreducecost,mitigateriskandenhanceefficiency.QuisLexisregularly acknowledged as a leader in the legal services industry, and is proud to be recognized by Chambers & Partners as a Band 1 Legal Process Outsourcing Provider, New York Law Journal as a Top Managed Document Review Services Provider, and the IACCM as its Outstanding Service Provider for contract management solutions.

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