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Many of us were attracted to the legal profession because we care about people and want to help them. 

Attorneys hopefully recognize that, unlike many other professionals, their lives are already filled to the brim with anxiety and stress. The consequences of shrugging it off can be catastrophic. One of those consequences that we often hear about is burnout. 

And then there’s a special type of burnout called “secondary traumatic stress” or “compassion fatigue”. The ramifications of trauma and compassion fatigue aren’t discussed as frequently as those of stress and burnout thus, for many attorneys, they are topics in need of attention. 

Secondary or vicarious trauma can be the cumulative effect of listening to a client or witness relay stressful, often graphic, stories and experiences. Those who experience compassion fatigue tend to take on the pain, suffering and burdens of the people they are helping. It is an exhaustion that is felt physically, emotionally, or mentally and can affect numerous areas of your life, often leaving you feeling numb. 

Recent studies have shown that there has been a dramatic increase in impairment due to alcoholism, addiction, and mental health disorders among members of the legal profession. The statistics are compelling and clearly indicate that 1 out of 3 attorneys will likely have a need for substance use or mental health services at some point in their careers. 

Mr. Quinn will discuss: 
1. The early warning signs of impairment, with special emphasis on stress, burnout, trauma and compassion fatigue. 
2. The free services that Lawyers Assistance Programs provide to lawyers, judges, their family members and law students. 
3. A close look at what barriers exist that prevent lawyers and judges from seeking the help they need will be provided. 
4. The role that education plays in breaking the stigma and fear associated with addiction and mental illness in the legal profession. 5. How best to approach the impaired individual.

This program offers practical guidance for legal professionals navigating complex ethical and professional challenges. The first session will focus on the ethics of settlement negotiations, examining the boundaries of competence, candor, and truthfulness, and how AI tools factor into modern practice. The second session will address attorney–client privilege in the workplace, especially for in-house counsel managing overlapping legal, HR, and business responsibilities. Together, they provide actionable insights for maintaining ethical integrity and protecting privileged communications in high-stakes legal environments.

AGENDA
1:30pm - 2:00pm        Registration
2:00pm                         Welcome and Introductions 
2:05pm - 3:35pm        The Ethics of Settlement Negotiations 
3:35pm - 3:45pm        Break
3:45pm - 4:45pm        Navigating Attorney-Client Privilege in the Modern Workplace: The In-House Counsel Edition 
4:45pm - 6:00pm        Networking Reception 

LOCATION
Lockkeeper’s
8001 Rockside Road
Valley View, OH 44125

PARKING
Free onsite parking is available.

CREDITS
2.5 CLE (This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 2.5 total ethics CLE hours)

SPEAKERS
Fisher Phillips
Bob Dezort, Partner
Kirsten Mooney, Associate
Bonnie Kristan, Partner

In-house Counsel
Adrienne Stemen, Swagelok

Note: At the Northeast Ohio (ACC NEO) chapter level, event sponsors/hosts are provided the name, title, and company of all attendees. ACC NEO never provides or sells member emails, phone numbers, or addresses to sponsors or any other external audiences.

Attendees must abide by ACC NEO's Event Code of Conduct.

QUESTIONS
Contact neoh@accglobal.com

Inside Counsel, Outside the Lines: Navigating California’s Ethics Rules for In-House Lawyers 

In-house counsel face a unique set of ethical challenges that traditional law firm attorneys rarely encounter. In this fast-paced, practical session, Jen Shaw, one of California’s leading employment-law and ethics educators, breaks down the complex obligations that arise when your “client” is an organization rather than an individual.

 Through real-world examples and interactive discussion, attendees will learn how to: 

  • Navigate California Rule of Professional Conduct (Organization as Client) and related confidentiality and privilege rules
  • Preserve privilege when business and legal advice overlap
  • Manage conflicts across subsidiaries, affiliates, and executives
  • Deliver effective Upjohn warnings during investigations
  • Avoid multi-jurisdiction and technology-competence pitfalls that can expose in-house teams to risk 

Whether you advise leadership, manage compliance, or oversee internal investigations, this one-hour program offers clear, California-specific guidance to help you protect your organization—and your professional license—with confidence.  (It’s also worth 1 hour of MCLE Ethics credit!). 

By the end of this program, participants will be able to: 

  1. Apply California’s Rules of Professional Conduct—especially Rules 1.6, 1.7, 1.9, and 1.13—to the unique context of in-house practice, where the client is the organization
  2. Preserve attorney-client privilege and work-product protection in communications that mix business and legal advice, including those involving consultants, affiliates, or public relations professionals
  3. Identify and manage conflicts of interest that arise from dual roles, complex corporate structures, or concurrent representations of executives, subsidiaries, and affiliates
  4. Conduct privileged internal investigations ethically, including delivering effective Upjohn warnings, maintaining confidentiality, and complying with California’s two-party consent recording laws
  5. Recognize and mitigate emerging ethical risks in multijurisdictional practice and technology use, including data privacy, AI tools, and remote legal work across state lines


Doors open at 4:45pm, the Session commences 5:00pm with Networking opportunities available from 6:00pm AWST.
 



The session will explore the unique position in-house counsel occupy, balancing ethical standards and professional obligations with the commercial realities of an ever-expanding role. We will discuss how to build an organisational culture that recognises these challenges and creates an environment that prioritises shared values and clear purpose, fostering open communication and collaboration, in order to successfully navigate them.

This event will provide an in-depth exploration of key ethical issues in legal practice, including outside counsel guidelines, civility, and joint representation. Attendees will gain practical insights into managing conflicts, upholding professionalism, and ensuring ethical compliance in complex situations. 

AI: Practical Insights on AI, Automation, and Ethics
In this discussion, a multi-disciplinary team of attorneys will discuss how legal teams are applying AI and automation to drive efficiency, streamline operations and deliver greater value within the boundaries of their ethical obligations. Drawing on their experience advising clients from across sectors, including those with affiliated and tech-driven business lines, they will provide practical insights into what is working, what is not and where we believe the future of legal is headed.

The DEI Landscape: Legal Challenges and Their Impact in the Judicial System
This session will explore how recent federal legal developments and judicial scrutiny of Diversity, Equity, and Inclusion initiatives are shaping broader conversations about justice, fairness, and legitimacy within the U.S. legal system. Presently, there are competing interpretations of what is lawful in the DEI landscape—the law says one thing, public opinion says another, and the presidential administration has issued executive orders and agency directives seemingly intended to change the law. As courts increasingly weigh in on the constitutionality and legality of DEI-related employment practices, in-house counsel must not only ensure compliance but also understand how these legal outcomes influence public perceptions of fairness and the credibility of the judiciary. In-house counsel is at the forefront and, with a rapidly evolving legal and public opinion landscape, compliance in this area is rife with legal and ethical issues, both under the law and the rules of professional conduct. This session will provide strategic guidance for navigating the intersection of legal compliance, ethical responsibility, and public accountability in today’s evolving judicial landscape.

AGENDA                              
1:00pm - 1:30pm    Registration opens
1:30pm – 2:45pm    AI: Practical Insights on AI, Automation, and Ethics
2:45pm - 3:00pm    Break
3:00pm – 4:15pm    The DEI Landscape: Legal Challenges and Their Impact in the Judicial System
4:30pm – 5:30pm    Networking reception

CREDITS
2.5 CLE (This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 2.5 ethics/professional conduct CLE credit hours)

Attendees must abide by ACC NEO's Event Code of Conduct.

SPEAKERS
Vorys
Charles F. Billington III, Partner
Alycia N. Broz, Partner
Carey C. Jordan, Partner
Whitney C. Gibson, Partner
Scott J. Ziance, Partner

Questions? Contact
ACC NEO Executive Director
neoh@accglobal.com

Note: At the Northeast Ohio (ACC NEO) chapter level, event sponsors/hosts are provided the name, title, and company of all attendees. ACC NEO never provides or sells member emails, phone numbers, or addresses to sponsors or any other external audiences.

ETHICS DAY
ACC COLORADO ETHICS DAY 2025

Friday, December 5, 2025 
8:30 AM - 4:20 PM

 Members: $140 | Corporate Paralegals welcome at member price | Non-members: $250
*Colorado Lawyers required to complete two credit hours in the area of equity, diversity, and inclusivity, and five credit hours in the areas of legal ethics.
 Register to settle in and spend the day fulfilling your professional responsibility cle requirements. 
(Two meals/Two snacks/Beverages included) in the offices of Arrow Electronics with informative 
ACC sponsor/speakers and your premier metro area in-house counsel network. 
This 19th annual program is designed specifically for Colorado in-house counsel and offered in-person only. Registration is open to ACC members and non-members (however, all non-sponsor registrants MUST be in-house counsel or corporate paralegal, no exceptions please). 
Seven (7) CLE CREDITS APPROVED. 


AGENDA TIMING
Registration:
8:30am 
(Breakfast, Lunch, Snacks, Beverages Included)

Programming: 

9:00 AM – 4:20 PM    

Venue:

Arrow Electronics
9151 E Panorama Circle, Englewood, CO 80112
 


9:00AM – 10:00AM
Session 1
_____

The Peaks of Privilege: Protecting Confidentiality in an Outdoorsy Culture
 
Laura J. Plack, Associate Attorney, Gibson Dunn
Lauren Kole, Senior Legal Counsel, Ibotta
Allison Kostecka, Partner, Gibson Dunn 

Dive into Ethics Day with real world discussion of the classic rules and ethics of attorney-client privilege and work-product doctrine tailored just for the Colorado work environment. This session looks at maintaining confidentiality while working remotely from a mountain cabin, using personal devices on a ski lift, or during a casual conversation on a hiking trail ~ just to name a few scenarios where Colorado In-House Counsel might find themselves on an average workday!

10:00AM – 11:00AM
Session 2
_____

 SF

Ethical Considerations Surrounding Zealous Advocacy and Litigation Behavior in Dealing with Opposing Parties

Troy Rackham, Partner, Spencer Fane

This session will explore the delicate balance attorneys must strike between passionately representing clients and maintaining professional integrity. Join in as discussions delve into the ethical boundaries that govern courtroom conduct, negotiation tactics, and interactions with opposing counsel, highlighting realistic scenarios where the line between advocacy and misconduct often blurs. Gain valuable insight into maintaining civility and ethical standards while still advocating effectively in high-stakes legal disputes both in and out of the courtroom. 
 

11:15AM – 12:15PM
Session 3
____

Allies with Limits: Navigating Ethics in Joint Defense and Common Interest Agreements

Kellie Nelson Fetter, Of Counsel, Taft

Ethical challenges abound when privileged information crosses organizational boundaries in joint litigation, investigations, or transactions. Counsel must navigate complex duties that continue even after alliances end— from enforcing information-use restrictions and providing proper notice, to managing conflicts that can emerge long after cooperation fades.
 

12:30PM – 1:30PM
Session 4
_____

Leadership on the High Ground: The Business Imperative of Ethical Obligation

Stuart Risch, Partner, Retired Lieutenant General, US Army, Former Judge Advocate General of the US Army 

Settle in post-lunch for an engaging, interactive session focused on the desperate need and unfortunate lack of legal industry leadership and ethics training. Before joining Shook, Stuart Risch served as The Judge Advocate General (TJAG), Lieutenant General, the most senior uniformed legal officer within the United States Army appointed by the President and Senate. In the role, he oversaw the defense of Army interests in thousands of lawsuits, leading one of the nation’s largest law firms of over 10,000 lawyers, paralegals and support staff with offices across the globe. This presentation explores leadership definitions, styles, behavior patterns, and the challenge of being a leader you want to be versus the leader your people need. Learn the top ten priorities of effective leadership, leadership case studies, plus legal, ethical, and moral challenges that leaders often face. 

1:30PM – 2:30PM
Session 5
_____

Representing Corporate Entities: 
Navigating 'Upjohn' Warnings and Client Identity in the Rockies 

Jon Buck, Deputy General Counsel, Perkins Coie LLP
Dave St. John Larkin, Denver Office Managing Partner, Perkins Coie LLP

This session explores the ethical considerations that arise when lawyers represent corporate entities, particularly in scenarios involving internal investigations and factual inquiries. Attendees will gain insights into the challenges of delivering "Upjohn" warnings in less formal work environments, such as those found in Colorado's tech and startup cultures. The discussion will also examine how in-house and outside counsel may differently perceive "the client" within multi-layered corporate structures, highlighting the implications for effective legal representation.

2:40PM – 4:20PM
Session 6

Corporate DEI:  
In-House Counsel’s Ethical Duties in a Post-DEI Executive Order Era: 
Navigating Legal Compliance and Inclusive Practices

Moderator: 
Lila Harvey, Legal Counsel, Arrow Electronics
Panel: 
Lauren Polk, Senior Corporate Counsel, Oracle
Kathy Nesbitt, Executive Director, Office of Human Resources, City & County of Denver 
David Powell,  Former Deputy Attorney General, State of Colorado  
(Shareholder, Garnett Powell Maximon Barlow)
 

This session explores how corporations must balance moral commitments to diversity, equity, and inclusion with emerging legal constraints and risks. This timely panel will examine how shifting regulations and litigation trends reshape what companies can—and should—do to pursue equitable workplaces in a legally defensible way.
 

Beverage & Social Summit Break Sponsor     


 

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   SF

       

Generative AI is transforming legal workflows, and while AI tools offer speed and efficiency, they also introduce ethical risks. Lawyers must uphold core professional rules—especially when using public AI platforms that may store and expose sensitive data. This program will introduce the key concerns when using AI tools and what lawyers can do to mitigate risks.

[Approved for 1.5 ethics CLE credits]

LOCATION
Top Golf
5820 Rockside Woods Blvd N
Independence, OH 44131

AGENDA                             
4:00pm to 4:30pm    Registration 
4:30pm to 6pm         CLE
6pm to 8pm             Golfing fun and food

CREDITS
1.5 CLE (This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 1.5 total ethics CLE hours]

SPEAKERS
Nelson Mullins
Jason I. Epstein, Partner
Mallory Acheson, CIPM, CIPP/E, FIP, Partner

In-house counsel
TBD

Attendees must abide by ACC NEO's Event Code of Conduct.

Questions? Contact neoh@accglobal.com

Doors open at 5:00pm for Registrations


Managing stakeholders is an important part of the role of in-house counsel. Perhaps the most important stakeholder for in-house counsel to manage is the Board.

In partnership with Piper Alderman, the Association of Corporate Counsel (Queensland) is pleased to invite you to an engaging panel discussion tailored for corporate counsel.

Join us as we explore this type of stakeholder management, board governance and the unique challenges faced by in-house counsel. 


Our panel discussion will cover:
    •    Legal duties and emerging risks for in-house counsel supporting boards.
    •    The complexities of dual roles—legal adviser vs decision-maker.
    •    Maintaining legal professional privilege in board settings.
    •    Navigating conflicts of interest and the lawyer’s ethical responsibilities.


Why Attend?
This session will provide practical insights and illustrations of when Boards need their in-house counsel and guidance on what to do when difficult issues arise.


Networking drinks available from 6:30pm to 7:00pm.

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

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,

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. 

 

Mary Gritzmacher, Chief Legal Officer & Secretary, CoorsTek 

Mary Gritzmacher joined CoorsTek in March 2014 and has held positions in both the U.S. and for CoorsTek GmbH in Lauf, Germany, where she developed the Legal team’s presence in that region. Prior to joining CoorsTek Mary held roles as in-house counsel at Orica Mining Services and as a real estate, business, and finance attorney at various international law firms. Mary earned a law degree from Case Western Reserve University, School of Law in Cleveland, Ohio, and bachelor’s degrees in accounting and government at Augustana College in Sioux Falls, South Dakota. 

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