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Start: November 9, 2011 7:30 am Venue: LaCava Center at Bentley University
End: November 9, 2011 10:45 am    
Cost: $50 Address:
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175 Forest Street, Waltham, MA, United States

Law School for the CFO
Wednesday, November 9, 2011, 7:15 – 10:45 a.m.
Bentley University’s LaCava Center, 175 Forest Street, Waltham, MA

Register for Law School for the Chief Financial Officer in Waltham, MA  on Eventbrite
The CFO RoundTable’s most popular event of the season is back!

Join us on Wednesday, November 9th for our annual Law School for the CFO program, presented by Goodwin Procter. This year’s program will review:

Updates on Employment Law, including:

  • Worker classification issues, including employees, independent contractors and non-exempt employees, and current enforcement perspectives
  • The key principles for drafting non-competition agreements, and an update on developments regarding their enforcement
  • An overview of Sarbanes-Oxley & Dodd-Frank whistleblower protection issues, including the scope of coverage and the nature of protected activity
  • Social media policies, including a review of recent National Labor Relations Board decisions regarding protection of employee speech in social media contexts

The Risks of Email Communications, including:

  • The risks of e-mail: litigation and investigation horror stories
  • Email and waiver of the attorney-client privilege
  • Attorney/Client privileged email and in-house counsel
  • Federal rules of civil procedure and e-discovery

Assessing and Managing the Risks of Personal Liability, including:

  • The liability landscape facing CFOs
  • Must-know facts about D&O insurance coverage and how it works
  • Company indemnification obligations and how to maximize your protections
  • FCPA liability traps for even the wary (could be separate topic)

The Legal Issues in Offering a 401(k) Plan, including:

  • Employee contributions must be timely deposited
  • Fiduciary responsibilities in selecting and monitoring investment funds
  • Plan documents and timely adoption of compliance amendments
  • Operation issues and IRS correction procedures if plan is not operated in accordance with its terms.

Big Data Legal Issues, including:

  • Recent Trends in Intellectual Property, including a review of the new patent law (first to file, accelerated examination procedures, post grant reviews and other changes to litigation)
  • Collection, analysis, use and distribution of data, including the legal traps for companies that collect, analyze and use consumer data, issues related to the aggregation and repurposing of data from numerous sources, HIPPA, COPA, and the legal protections available to help companies guard against data misuse

Learning Objectives:

From this session, attendees will learn:

  • Relevant updates on worker classification issues and other employment law updates
  • Understand their liability responsibilities as CFO under new regulations
  • The legal issues surrounding 401(k) plans
  • New patent laws, and the potential legal effects of collecting, storing, and using customer data
  • The legal risks of email and online communications

Our speakers include:

Wilfred J. Benoit, Jr., Partner, Goodwin Procter

Bill Benoit, a partner in the firm’s Labor & Employment Practice, has represented management in all types of labor and employee relations disputes since 1975. He has extensive employment litigation and alternative dispute resolution experience. Mr. Benoit has successfully defended companies across a broad spectrum of industries in suits involving a wide variety of wrongful discharge and employment discrimination issues, including whistleblowing, disparate treatment, sexual and racial harassment, equal pay, reasonable accommodation of disabilities, and age discrimination claims arising out of reductions in force. He has considerable experience in non-competition litigation. Mr. Benoit has substantial experience in handling traditional labor law matters involving collective bargaining, arbitration, unfair labor practice cases before the National Labor Relations Board and court injunctions to restrain unlawful picketing activity. He counsels employers on a daily basis regarding issues such as policy development, disciplinary action, workplace privacy, obligations under the Family & Medical Leave Act, workplace safety, affirmative action obligations, and wage/hour questions.

Joel E. Lehrer, Partner, Goodwin Procter

Joel Lehrer is a partner in the firm’s Business Law Department, specializing in intellectual property transactions and strategies for technology clients. Mr. Lehrer joined Goodwin Procter in 2005. Mr. Lehrer’s practice focuses on the strategic development, management and protection of intellectual property portfolios, with an emphasis on domestic and international patents and trademarks. He has significant experience prosecuting patents on behalf of clients in the areas of computer software, computer hardware, consumer electronics, business methods, financial systems and instruments, e-commerce, process control and simulation, and imaging. Mr. Lehrer has experience with patent prosecution in the United States and abroad, including strategic portfolio analysis and development. Mr. Lehrer’s transactional practice involves intellectual property licensing, intellectual property due diligence and opinion work concerning clearance, patentability, infringement and validity.

Carl E. Metzger, Partner, Goodwin Procter

Carl Metzger, a partner in the firm’s Litigation Group and a member of its Securities Litigation & SEC Enforcement Practice, concentrates on complex business litigation for technology companies, private equity firms and other business clients.  Mr. Metzger’s experience includes securities litigation defense, financial fraud litigation, governmental and self-regulatory organization investigations, intellectual property litigation and complex commercial disputes.  He specializes in advising clients on director and officer liability, insurance coverage matters, liability risk prevention and litigation due diligence in connection with mergers and acquisitions.  Mr. Metzger is currently a co-chair of the American Bar Association’s Subcommittee on Securities and the Internet, and he is a former editor of the American Bar Association’s journal, Securities News.  Mr. Metzger has been recognized as a “Massachusetts Super Lawyer” by Boston Magazine.  Mr. Metzger writes and speaks nationally on litigation-related topics, and he has been quoted in such media outlets as The New York Times, The Wall Street Journal, CNN, The Boston Globe, The Philadelphia Inquirer, Corporate Board Member Magazine and CFO Magazine.

Brenda R. Sharton, Partner, Goodwin Procter

Brenda Sharton is a partner and co-chair of the Business Litigation practice area firm wide. She has a national litigation and counseling practice in the areas of business litigation, financial services and intellectual property. After graduating first in her class from Boston College Law School and completing an appellate clerkship, Ms. Sharton joined the firm in 1991 and was elected to the partnership in 1997. She spends much of her time advising and representing corporations, their senior executives and boards of directors in complex business litigation matters. Ms. Sharton also serves on many firm committees.Ms. Sharton has extensive experience in all manner of commercial and business litigation, internal investigations and civil regulatory matters including contract, banking and trust, securities, business tort, breach of fiduciary duty, financial fraud, minority shareholder and partnership disputes, hedge fund litigation, ERISA litigation, data privacy and security, trademark, copyright, trade secret misappropriation and non-compete claims. She has successfully tried cases to conclusion in federal and state courts as well as represented clients in the full range of ADR procedures.

Marian A. Tse, Partner, Goodwin Procter

Marian Tse, a partner in and chair of the firm’s ERISA & Executive Compensation Practice, focuses primarily on executive compensation matters. She is a former member of Goodwin Procter’s Executive Committee. Ms. Tse’s practice focuses primarily on executive compensation matters. She also advises clients on employee benefits matters, including qualified retirement plans, ESOPs, ERISA fiduciary and prohibited transaction issues, the benefit aspects of mergers and acquisitions, and health and welfare plans.

Other Information:

  • Program level: Advanced
  • Recommended CPE: 3.6
  • Program prerequisites: None
  • Advanced Preparation: None
  • Delivery Method: Live/Group

The CFO RoundTable is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org.

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