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This program originally aired on July 24, 2025. Please note that this program recording is not eligible for CLE/CPD credit.


Current events have spurred concern throughout the nonprofit community about potential threats to nonprofit organizations’ tax-exempt status. Join us for a timely discussion of potential threats to tax-exempt status, including an examination of the potential for changes to the government’s approach to what purposes or activities qualify for tax-exemption; expanded use of doctrines on illegality or fundamental public policy to revoke tax-exemption; and new terrorist supporting organization legislation.

Presented by:

Anji Stinson
Associate General Counsel
National Student Clearinghouse

Janice M. Ryan
Partner
Venable LLP

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This program originally aired on July 24, 2025. Please note that this program recording is not eligible for CLE/CPD credit.


This panel will discuss some of the key legal and regulatory actions taken during the first six months of the Trump Administration that impact the nonprofit sector. Some organizations are facing dire circumstances triggered by the loss of federal funding. Others are assessing whether shifting federal policies regarding “DEI,” immigration and other issues will affect their charitable programs and grantmaking. Others may fear targeted IRS audits and other agency investigations. As in-house counsel, you have a key role in helping your organization’s leadership navigate these challenges. Our discussion will arm you with information, guidance, and strategies to help you assess options and prepare for potential scrutiny.

Presented by:

Catherine Livingston
Chief Legal Officer
American Institutes for Research

Meghan Bliss
Partner
Loeb & Loeb LLP

Diara M. Holmes
Partner
Loeb & Loeb LLP

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Earlier this year, President Donald Trump issued the Executive Order (EO) titled, “Ending Illegal Discrimination and Restoring Merit-Based Opportunity.” The EO outlines changes to federal workplace policy, including the revocation of prior executive actions and guidance related to affirmative action and workforce balancing. Please join our panel of legal professionals moderated by DLA Piper's Michael Massiatte for a timely discussion on how these developments may affect employer compliance strategies. 

5:30 Registration and Cocktails 

6:15-7:15 Panel 

followed by Networking, Food & Drink

2025 Diversity Summit

"Thrive & Rise: Celebrating Commitment, Inspiring Action"

Despite a challenging political environment and marketplace, some companies continue to elevate initiatives focused on allowing all employees to rise and thrive. This year, we celebrate these successes, spotlighting companies that have retained their commitment to inclusive culture and employee engagement, and the law firms that have helped these corporations execute their commitment. We hope our participants leave the summit inspired by innovative ideas and equipped with strategies they can adapt to fit their organizational cultures and advance an inclusive workplace. We invite you to join our conversation.

 

8:30 a.m. - 9:00 a.m.
Registration & Breakfast

 

9:00 a.m. - 10:00 a.m.
Welcome and Corporate Panel:
Corporate Commitments to Belonging

Hear from panelists about why and how their companies continue to support diversity and inclusion initiatives and lessons they have learned from this commitment.

Speakers:

  • Geneva Campbell Brown, Esq., The Cigna Group, Vice President, Corporate Impact and Corporate Secretary, The Cigna Group Foundation
  • Christopher Cardarelli, Merck & Co., Inc., Exec. Dir., Diversity & Inclusion
  • Tim Hoban, Esq., Toll Brothers, General Counsel
  • Moderator: Teleicia J.R. Dambreville, Esq., Burlington Stores, Inc., Director, Managing Counsel – Employment

 

10:15 a.m. - 11:15 p.m.
"The Opportunity of the Intergenerational Workplace"
Presented by Fisher Phillips

The intergenerational workplace combines institutional knowledge and experience with innovation and creativity. To optimize the opportunity of our multigenerational workforces, we must understand and adapt to generational differences. Join us for an interactive discussion with our panelists to hear how they think about generational differences in the workforce and foster connections across generations to improve their own experiences at work.

Speakers:

  • Leanne Coyle, Associate, Fisher Phillips
  • Shahrzad Kojouri, General Counsel, The American Smoke Co.
  • Esther Odeyemi, Third Year Law Student, Drexel University

 

11:30 a.m. - 12:30 p.m. 
"Thriving with Resilience in the Face of Reshaping DEI Initiatives and Inspiring New Directions"
Presented by Cozen O'Connor

In light of the challenges 2025 has brought to the diversity, equity, and inclusion landscapes that corporations have built over the last several years, the panel will explore ways corporations can reshape and reframe their DEI initiatives in a way that will allow them to continue to celebrate their commitment to DEI and inspire and activate new directions for workplace belonging. The panel will provide examples of how corporations are changing their DEI initiatives and creating new ways to promote employee belonging. The panel will also address the need for resilience and well-being among DEI practitioners, so they can THRIVE and RISE above the current challenges facing the DEI space. The panel will encourage the audience to share their experiences, tips, and tools to meet the moment.

Speakers:

  • Katayun (Kathy) Jaffari, Chair, Corporate Governance; Co-Chair, Capital Markets & Securities; Chair, ESG, Cozen O’Connor
  • Bobbi Britton Tucker, Member, Cozen O’Connor
  • Ada Okafor, General Counsel, American Board of Surgery

 

12:30 p.m. - 1:45 p.m.
Luncheon & Round Table Exercise

 

2:00 p.m. - 3:00 p.m.
"Inclusive Strategies for Your Outside Counsel Partnerships"
Pr
esented by Holland & Knight LLP

This program will explore how to build inclusive partnerships between your in-house and outside counsel teams from the earliest stage of deciding to seek and retain a law firm.  Panelists will discuss strategies, ideas and best practices for evaluating and engaging outside counsel and how to form integrated teams at all levels and from all backgrounds… all with the goal of fostering a sense of inclusivity and belonging as a key value and commitment for the relationship.

Speakers:

  • Melissa Wong, Partner, Holland & Knight LLP
  • Nneoma Maduike, Partner, Holland & Knight LLP
  • Raquel Thompson, Chief Compliance Officer, Christofferson Robb & Company LLC
  • Joel Trotter, Sr. Director and Associate General Counsel, Genentech Inc.

 

3:15 p.m. - 4:15 p.m.
"Revisiting DEIB Compliance"

Presented by Blank Rome LLP

A summary of recent, significant changes in the federal legal DEIB landscape, along with practical guidance for companies to sustain meaningful programs that remain compliant with both federal and state laws moving forward.

Speakers:

  • Dominique Casimir, Partner, Blank Rome LLP
  • Julia Riskowitz, Associate, Blank Rome LLP
  • Ethan Simon, Director - Counsel, Burlington Coat Factory Warehouse Corporation

 

4:30 p.m. - 6:00 p.m.
Cocktail Reception & Music from Musicopia

 

 

IMPORTANT REMINDER: ACC GREATER PHILADELPHIA EVENTS ARE STRICTLY RESERVED FOR ELIGIBLE IN-HOUSE COUNSEL and INVITED guests and sponsors.  ACCGP reserves the right to confirm eligible status of all event registrants and cancel unqualified registrations.  Click Here to learn more about & how to join ACC Greater Philadelphia.

ACC Northeast’s Diversity/Equity & Inclusion Committee & Goodwin Procter are pleased to offer our members another important professional development program. 

Join fellow in-house counsel for a dynamic exchange of ideas focused on actionable strategies to collaborate more effectively within legal teams, harness AI tools that deliver real value, and optimize relationships with outside counsel.  Gain practical insights and peer-driven approaches to lead with greater efficiency, innovation, and influence within your legal department.  Featuring small group discussions, and rotating sessions, this program will optimize your time and allow you learn from the presenters and each other.

Register below to join us for some networking and learning.

  • The impact of the EOs/AG’s memo/EEOC guidance on recruiting practices
  • Uptick in reverse race discrimination claims
  • Issues for recipients of federal funding (federal contractors and those who receive federal grants)

As diversity, equity and inclusion evolves amid shifting regulations and social expectations, organizations face new challenges in legal compliance, reporting, and people strategy—making the role of in-house counsel more critical than ever.

This event brings together in-house counsel and private practice leaders to explore how legal teams can help organizations adapt to this changing environment while continuing to foster inclusive and equitable workplaces. We’ll reflect on how to maintain progress, navigate complexity, and align legal and business priorities with a forward-looking approach.

Enormous changes and uncertainty in the polarized DEI landscape continue to emerge. In this webcast, the speakers will cover the evolving legal frameworks, enforcement priorities, actions by federal and state government agencies, and emerging trends. The speakers will provide strategic and practical insights as well as benchmarking information to help in-house counsel manage risk and opportunities in today’s seismically changing environment. 


Generously Sponsored by Ogletree Deakins  

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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     


 

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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