Annual Ethics Strike Back Lunch & CLE:

Navigating the Peaks of In-House Legal Ethics
 

Tuesday, May 20, 2025 | 11:30 am - 1:30 pm

One (1) Ethics CLE Credit pending!

Maggiano's Resataurant

7401 S Clinton St, Englewood, CO 80112

REGISTER

$20 Members | $30 Non-Members

Navigating the Peaks of In-House Legal Ethics

In-house counsel continue to face ethical challenges which are intensified by the current unpredictable and turbulent business landscape.  Join us for an engaging discussion focused on ethical responsibilities and obligations for in-house counsel.  Navigating the Peaks of In-House Legal Ethics will include an examination of relevant ABA model ethics rules and other ABA guidance.  The panel will then consider realistic scenarios including AI, privilege, “legal versus business advice”, confidentiality, and communications with opposing parties that in-house counsel face and how ethical rules impact those circumstances.  

After attending the session, attendees will have a better understanding of the following:

~The tension between legal and business advice and protecting privilege when considering Model Rules 1.13 and 2.1

~Model Rule 1.1 competence requirements and generative AI  

~Communication concerns with other parties under Model Rule 4.2 

             Bring your appetite and join CSC and ACC Colorado for this informative and hearty annual luncheon!

PANELISTS

Helena Ledic, Associate General Counsel, CSC Global

Helena Ledic is an Associate General Counsel with CSC, based in Chicago. Helena is a corporate attorney advising senior management, multi-national corporations and law firms on business, legal, strategy and technology matters. Helena is the immediate past chair of the Association of Corporate Counsel’s Corporate and Securities Network and is a regular ACC panelist on topics involving legal ethics, SaaS, and security and non-disclosure agreements including speaking at the ACC Annual Meeting. She is also a board member of ACC Chicago.  She is a frequent guest speaker at law firms and paralegal organizations on best practices regarding corporate and financial filings.  She is a graduate of Loyola University of Chicago School of Law and is licensed in Illinois.

Jeffrey Brown, General Counsel and Global Privacy Officer, TELUS Digital

Jeff Brown manages a team of legal and privacy professionals responsible for TELUS Digital's global privacy, global data governance, AI governance, and anti-bribery and corruption programs, as well as providing public-company Board and C-suite counsel for real estate matters and strategic deals. Jeff Chairs the TI (U.S.) Retirement Savings Plan Committee and acts as a director on several subsidiary boards. Jeff holds certifications in privacy from the International Association of Privacy Professionals, and previously held certification as a corporate governance professional from the Society for Corporate Governance.Prior to his current role, Jeff held leadership positions with TTEC, HP, EDS, and law firm roles with Lathrop & Gage, Dickinson Wright, and Winston & Strawn. Jeff is a member of the Association of Corporate Counsel Colorado Board of Directors, and volunteers with The Friends of Red Rocks, and various charities focused on poverty alleviation. Jeff holds a JD from the University of Michigan Law School and studied at the Ross School of Business.

Lindsey Schultz, Senior Managing Counsel & Head of Global Privacy Governance, VISA

Lindsey Schultz is Senior Managing Counsel and Head of Global Privacy Governance at Visa. In her capacity in that role, Lindsey leads a team that oversees and advises on privacy risk assessments, privacy controls framework, data strategy, data subject rights, policies and standards, trainings, and other end-to-end governance work. She also advises on a variety of high priority areas such as consumer protection, digital products, AI, adtech, and digital marketing. Prior to joining Visa in 2020, Lindsey was with Western Union for over six years, where she last served as Counsel of Privacy Governance and Compliance. Lindsey earned her JD and MBA from Willamette University, and she graduated from Boston University with a Bachelor of Science in Advertising. Lindsey is also an investor in a venture fund focused on women founders in the healthcare, financial, and technology space. 

Join McLane Middleton & ACC Northeast for a New Hampshire CLE session about two important Ethics topics that in-house counsel must navigate.

The Hybrid Role of In-House Counsel and Protecting Privilege

In-house counsel frequently serve multiple roles for their companies, providing both legal advice and business advice.  Wearing multiple hats has important implications for the attorney-client privilege.  Where an attorney’s presence in a meeting blurs the distinction between various roles, the confidentiality associated with attorney-client privilege can also be blurred.  This session will explore best practices for in-house counsel assuming various roles.

Unauthorized Practice of Law

Many companies have offices in several states or countries.  Some states have special exceptions for in-house lawyers that allow them to bypass special admission into the states when acting as in-house counsel.  Other states do not have such an exception.  ABA rules provide some guidance on how to navigate providing legal advice in multiple jurisdictions while ensuring compliance with applicable professional conduct rules. 

Join us for this discussion, earn CLE credit, and learn best practices for navigating various company roles and compliance for multi-state jurisdictions.  This program will be followed by a networking reception.

In 2024, DOJ launched a new Corporate Whistleblower Awards Pilot Program that incentivizes whistleblowers to report corporate misconduct in exchange for financial rewards.  This new program provides significant incentive for employees to report internal company information to the government if they believe it demonstrates unlawful activity.  Such an incentive places renewed emphasis on corporate investigations in the whistleblower context.  This presentation will provide an overview of practical and ethical considerations when investigating a whistleblower complaint, including representation and privilege issues, treatment of whistleblowers, and considerations on whether to self-report to the government.  It will also touch upon executive misconduct investigations and the unique aspects of these matters that need to be taken into consideration.

Registration | 5pm
CLE | 5:30 - 6:30pm
Happy Hour | 6:30pm

All registration links are located in our weekly email.

Questions: Kathleen Smits at charlotteAED@accglobal.com