Events Categories: Speaking engagement

  • Key Takeaways | ACC Chicago Roundtable: Updates and Trends from the DOJ and SEC

    Key Takeaways | ACC Chicago Roundtable: Updates and Trends from the DOJ and SEC

    IN-PERSON / SPEAKING ENGAGEMENT

    Key Takeaways | ACC Chicago Roundtable: Updates and Trends from the DOJ and SEC

    Chicago

    April 25, 2024

    Event details

    April 25, 2024

    This event is in the past. See recordings and other materials from this event below.

    During a roundtable with Association of Corporate Counsel Chicago Chapter (ACC Chicago) members on April 25, 2024, McDermott Partners Matt Madden, James Durkin and Paul Helms provided guidance on recent US Department of Justice (DOJ) and US Securities and Exchange Commission (SEC) policy announcements impacting compliance programs and whistleblowers and examined enforcement trends against public companies.

    Looking ahead, the speakers predicted a continued emphasis on compliance programs, internal controls, and environmental, social and governance strategies that could be affected by the upcoming election. However, they underscored bipartisan enforcement interest in cybersecurity, no matter the election outcome.

    Top takeaways included:

    1. Top US government officials spoke extensively on the DOJ’s heightened corporate enforcement efforts during this year’s American Bar Association National Institute on White Collar Crime. One headline was the DOJ’s announcement of a new whistleblower program designed to fill gaps and increase corporate prosecutions. The program, which encourages a race to report, could enhance discovery of domestic corruption cases and fraud affecting private companies.
    2. The SEC has made parallel efforts to protect whistleblower reporting. The agency filed aggressive actions related to employment and severance agreements that, in the SEC’s view, contained (1) broad confidentiality provisions that do not expressly exclude SEC reporting, (2) attestations that the departing employee had not reported to the government or (3) restrictions on whistleblower rewards.
    3. The DOJ announced a safe harbor policy for voluntary disclosures made in connection with mergers and acquisitions. Companies can avoid criminal prosecution if they (1) voluntarily self-report misconduct discovered at the acquired company within six months from the date of closing, (2) remediate the misconduct within one year and (3) fully cooperate with any DOJ investigation. The announcement allows companies to benefit from post-closing diligence.
    4. New cybersecurity rules open a new line of attack for SEC enforcement. The new rule requiring cybersecurity incident reporting on Form 8‑K allows the SEC to bring an action for undisclosed cybersecurity events or cybersecurity events not disclosed quickly enough. This type of disclosure lends itself to data-driven enforcement, with the SEC using data analytics to examine trends and contrast issuers’ disclosures to comparable companies.
    5. The government could put those data analytics to work in another emerging area of enforcement: shadow trading. In a recent case, an employee of a company being acquired purchased options of a competitor. The case was unusual because the SEC pursued an individual for trading in a competitor, one step removed from the acquiring company or the target. The SEC prevailed at a closely watched trial, though an appeal could affect the outcome. In the meantime, public company executives and directors will need to exercise more caution trading in competitors or related companies.
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  • LIWOCA 2024 Conference | Beyond Billable Hours: Creating a Fulfilling Legal Career and Family Life

    LIWOCA 2024 Conference | Beyond Billable Hours: Creating a Fulfilling Legal Career and Family Life

    SPEAKING ENGAGEMENT / SPONSORED

    LIWOCA 2024 Conference | Beyond Billable Hours: Creating a Fulfilling Legal Career and Family Life

    Atlanta, GA

    April 24-25, 2024

    Event details

    April 24-25, 2024

    This event is in the past. See recordings and other materials from this event below.

    Kelly Newsome is speaking at the Leadership Institute for Women of Color Attorneys, Inc. (LIWOCA) 2024 Conference, taking place April 24-25 in Atlanta. Her panel on the second day of the conference, “Beyond Billable Hours: Creating a Fulfilling Legal Career and Family Life,” shares valuable insights and practical strategies to help attendees navigate the complexities of both professional and personal spheres.

    McDermott is a proud sponsor of the annual conference, which is packed with programming designed to empower women of color in law. To learn more, visit the LIWOCA 2024 Conference event page.

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  • AHLA Health Plan Law and Compliance Institute | Supporting Safety in AI Innovation: PSOs and Responsible AI Implementation

    AHLA Health Plan Law and Compliance Institute | Supporting Safety in AI Innovation: PSOs and Responsible AI Implementation

    SPEAKING ENGAGEMENT

    AHLA Health Plan Law and Compliance Institute | Supporting Safety in AI Innovation: PSOs and Responsible AI Implementation

    Chicago, IL

    May 17, 2024

    Event details

    May 17, 2024

    This event is in the past. See recordings and other materials from this event below.

    Join McDermott Partner Jiayan Chen at the AHLA’s Health Plan Law and Compliance Institute, as she speaks on the panel “Supporting Safety in AI Innovation: PSOs and Responsible AI Implementation.”

    Click here to learn more or register.

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  • Tax Impacts on Trust Terminations

    Tax Impacts on Trust Terminations

    SPEAKING ENGAGEMENT

    Tax Impacts on Trust Terminations

    Webinar

    April 23, 2024

    Event details

    April 23, 2024

    This event is in the past. See recordings and other materials from this event below.

    Jeanette Suarez Hunter presented at the CBA Tax Law Committee webinar on “Tax Impacts on Trust Terminations.”

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  • CRE Finance Council Annual Conference Sustainability Summit | Green and Red Tape: The Evolving Regulatory Landscape

    CRE Finance Council Annual Conference Sustainability Summit | Green and Red Tape: The Evolving Regulatory Landscape

    SPEAKING ENGAGEMENT

    CRE Finance Council Annual Conference Sustainability Summit | Green and Red Tape: The Evolving Regulatory Landscape

    New York, NY

    June 12, 2024

    Event details

    June 12, 2024

    This event is in the past. See recordings and other materials from this event below.

    Partner Jacob Hollinger will be speaking at the CRE Finance Council Annual Conference’s Sustainability Summit on the topic, “Green and Red Tape: The Evolving Regulatory Landscape.”

    The conference will bring together senior members in the industry over the course of three days to discuss the macro-economic environment and impacts on real estate valuations and CRE finance.

    The Sustainability Summit is available for all conference attendees, or can be attended separately as a one-day event.

    Click here to learn more or register.

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  • The Lifecycle of an ESOP Transaction

    The Lifecycle of an ESOP Transaction

    SPEAKING ENGAGEMENT

    The Lifecycle of an ESOP Transaction

    Webinar

    May 14, 2024

    Event details

    May 14, 2024

    This event is in the past. See recordings and other materials from this event below.

    Allison Wilkerson will present a National Center for Employee Ownership (NCEO) webinar discussing the lifecycle of an ESOP transaction on Tuesday, May 14. This session will focus on the various benchmarks that may occur during a transaction – from engagement of providers through closing – and emphasize effective approaches to meeting appropriate requirements during each step. The session will also discuss further developments in case law and the regulatory process that provide lessons to be taken away to strengthen a transaction process in this highly regulated area of employee benefits.

    Learning objectives:

    • Understand the options for staffing a deal team and the role each member may play in implementing a successful ESOP ownership structure
    • Understand evolving case law and lessons provided for fiduciaries considering an ESOP transaction
    • Review interaction between the parties to a transaction that may assist in creating a robust record leading to the implementation (or conclusion of a second state event) for an ESOP

    Learn more and register here.

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  • Foro Gerencias Legales 2024

    Foro Gerencias Legales 2024

    SPEAKING ENGAGEMENT

    Foro Gerencias Legales 2024

    Bogota, Columbia

    April 18, 2024

    Event details

    April 18, 2024

    This event is in the past. See recordings and other materials from this event below.

    Lisa Richman and María Cristina (MC) Rosales del Prado are speaking at Foro Gerencias Legales 2024, an exclusive event for in-house lawyers. The event explores the latest trends and best practices in the world of legal management. Lisa is speaking on the panel, “Cross-Border Work: Regional Integration in International Enterprises” and MC is speaking on the panel, “Implementation of New Technologies: Legaltech and Artificial Intelligence – Success Stories.”

    McDermott is a proud sponsor of the event.

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  • TEI Houston Chapter 2024 Tax School

    TEI Houston Chapter 2024 Tax School

    SPEAKING ENGAGEMENT

    TEI Houston Chapter 2024 Tax School

    Houston, TX

    May 14, 2024

    Event details

    May 14, 2024

    This event is in the past. See recordings and other materials from this event below.

    Michael J. Hilkin is speaking at the Tax Executives Institute (TEI) Houston Chapter’s 2024 Tax School on May 14 in Houston, Texas. Michael will join the “State Tax Update” session to present on the topic of state transfer pricing developments. The session will cover the following topics of special interest to Houston-based tax practitioners:

    • Texas Tax Case and Policy Developments
    • Louisiana Tax Legislative, Case and Policy Developments
    • California Update including the new Partnership Capital Account Reporting Requirements
    • State Tax Transfer Pricing Developments
    • Northeast State Developments

    Learn more and register here.

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  • The ESOP Association National Conference 2024

    The ESOP Association National Conference 2024

    SPEAKING ENGAGEMENT / SPONSORED

    The ESOP Association National Conference 2024

    Washington, DC

    May 7 – 10, 2024

    Event details

    May 7 – 10, 2024

    This event is in the past. See recordings and other materials from this event below.

    McDermott is a proud sponsor of The ESOP Association (TEA) National Conference 2024. Members of our employee stock ownership plan (ESOP) team, Ted Becker, Chris Nemeth and Allison Wilkerson are speaking at the conference taking place in Washington, DC from May 7 – 10, 2024. The annual conference is an educational and advocacy-focused event for the employee ownership community.

    Chris Nemeth is speaking on the “Leadership & HR’s Role in Cybersecurity & Electronic Records Management” session on Thursday, May 9 from 11:15 am – 12:15 pm EDT.

    Allison Wilkerson is speaking on the “Preparing for DOL & IRS Audits” session on Thursday, May 9 from 3:00 – 4:00 pm EDT.

    Ted Becker is speaking on the “DOL Investigations” session on Friday, May 10 from 9:15 – 10:15 am EDT.

    Learn more and register here.

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  • Representations & Warranties Insurance (RWI), Bridging Between US-Brazil and Current Developments

    Representations & Warranties Insurance (RWI), Bridging Between US-Brazil and Current Developments

    SPEAKING ENGAGEMENT

    Representations & Warranties Insurance (RWI), Bridging Between US-Brazil and Current Developments

    São Paulo, Brazil

    April 17, 2024

    Event details

    April 17, 2024

    Mattos Filho – Faria Lima
    Brigadeiro Faria Lima Av. 4100- 6th floor

    This event is in the past. See recordings and other materials from this event below.

    On April 17, McDermott Partner Howard Kleinman spoke on the panel “Representations & Warranties Insurance (RWI), Bridging Between US-Brazil and Current Developments,” hosted by Mattos Filho. The panel centered around discussion of RWI in the context of M&A in the US and Brazil, with recent developments about the product.

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